<story><title>Poll: Which FAANG is the most likely to decline in the years ahead?</title></story><parent_chain><item><author>monkeybutton</author><text>Netflix is facing the rise of competing streaming platforms. They&amp;#x27;re forced into creating their own content because other producers would rather release content on their own platforms and keep all the streaming revenue, rather than license it to Netflix. Streaming video on demand isn&amp;#x27;t a technical moat that is stopping anyone.</text></item><item><author>jarjoura</author><text>All of these companies are too big to fail at this point. They all have at least a decade of reserves to power through anything that gets thrown their way.&lt;p&gt;However, I do predict that they will change in significant ways in the next decade.&lt;p&gt;* Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world, since it would also affect all other digital marketplaces.&lt;p&gt;* Amazon is about to enter a decade of unionization all over the world.&lt;p&gt;* Google and Facebook both lost a key ability to micro-target on their ad platforms so they are both reinventing themselves to drive revenue from other sources, hardware being the biggest moats they can invest in.&lt;p&gt;* Netflix has some of the worlds brightest minds in data science and they&amp;#x27;ve built up a war-chest of understanding viewing habits. They&amp;#x27;ve also gobbled up a lot of key Hollywood players in the last few years, so I expect some huge cultural changes ahead as these creatives start to take more leadership roles in the company.</text></item></parent_chain><comment><author>cogman10</author><text>Agreed.  What made netflix successful initially was their access to IP.  That&amp;#x27;s going away fast as every IP producer is pushing for their own paid streaming service (which sucks, btw).&lt;p&gt;With big heavyweights like Disney that own a huge percentage of content having their own services, netflix is really going to struggle being anything more than niche media providers (anime) and their own inhouse media.&lt;p&gt;If they are lucky, they&amp;#x27;ll be an HBO style platform.  However, the quality of their in-house content has left a lot to be desired.  Some is good, but a lot is garbage.&lt;p&gt;That netflix has technical chops isn&amp;#x27;t going to be a saving grace.  Rather, it will mean engineers from netflix will likely be able to secure jobs at other streaming providers.</text></comment>
<story><title>Poll: Which FAANG is the most likely to decline in the years ahead?</title></story><parent_chain><item><author>monkeybutton</author><text>Netflix is facing the rise of competing streaming platforms. They&amp;#x27;re forced into creating their own content because other producers would rather release content on their own platforms and keep all the streaming revenue, rather than license it to Netflix. Streaming video on demand isn&amp;#x27;t a technical moat that is stopping anyone.</text></item><item><author>jarjoura</author><text>All of these companies are too big to fail at this point. They all have at least a decade of reserves to power through anything that gets thrown their way.&lt;p&gt;However, I do predict that they will change in significant ways in the next decade.&lt;p&gt;* Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world, since it would also affect all other digital marketplaces.&lt;p&gt;* Amazon is about to enter a decade of unionization all over the world.&lt;p&gt;* Google and Facebook both lost a key ability to micro-target on their ad platforms so they are both reinventing themselves to drive revenue from other sources, hardware being the biggest moats they can invest in.&lt;p&gt;* Netflix has some of the worlds brightest minds in data science and they&amp;#x27;ve built up a war-chest of understanding viewing habits. They&amp;#x27;ve also gobbled up a lot of key Hollywood players in the last few years, so I expect some huge cultural changes ahead as these creatives start to take more leadership roles in the company.</text></item></parent_chain><comment><author>2muchcoffeeman</author><text>There’s too many now though. The producers are getting greedy. I don’t think people will put up with having multiple subscriptions and eventually it’ll all come back down to a few key players.&lt;p&gt;My money is on Netflix, Prime (because we want the free shipping) and Disney.</text></comment>