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Order of decline: Netflix, Facebook, Google, Amazon, Apple. Netflix because their moat isn't strong enough. Facebook because of monetized-ads model and backl
by disambiguation 5y ago
Order of decline:
Netflix, Facebook, Google, Amazon, Apple.
Netflix because their moat isn't strong enough.
Facebook because of monetized-ads model and backlash against social media in general.
Google also because of monetized-ads model and declining quality of search results.
Amazon and Apple are relatively safe IMO.
Amazon is the most at risk from unionization and regulation, potentially breaking up their business verticals. But motivation to do this seems to have subsided after last years congressional hearings.
Apple is really only at risk if people start questioning shelling out thousands for the "shiny new thing".
- dehrmann 5y agoYou called out decline in Google's SERP quality, but not issues with third-party sellers and fake reviews on Amazon?
- disambiguation 5y agoYeah fake reviews is a good point, but Amazon isn't primarily a product review company so i don't see it as an apples to apples existential threat like poor quality search is for Google. Also, Amazon could easily reel in 3rd party sellers and impose quality control. It's an unused lever in their toolbox. They've decided that exchanging brand quality for higher free cash flow is a better trade off for the time being.