[cam0]

I don't think people will stop using the Google search bar. I don't think people will stop binging shows on Netflix. I don't think people will stop ordering crap on Amazon. I don't think people who use iphones and macbooks will stop buying iphones and macbooks.

Hard for me to see how it wouldn't be FB/meta. They're betting the farm on something unproven / creating new habits / maintaining habits that seem to be waning.

[jrsj]

Decline doesn’t require people to stop using Google search. It just requires a lack of growth, and Google isn’t really doing much of anything innovative. At least FB sees stagnation as a threat and is responding accordingly, Google seems to have its head so far up it’s own bureaucracy that it can’t execute effectively anymore.

[ipaddr]

Facebook has a history of getting first or buying into new social spaces. Gaming and facebook will be important going forward. I would bet in them getting bigger.

The cloud computing fad could go away and Amazon would still be the #1 retailer.

Google, Microsoft will get bigger probably more government contract related.

Netflix is in the worst poor position. There costs for high end production are extremely high because they have to overpay for top talent. So they take years to continue a series or cancel successful ones because actors want raises. The availability of fresh existing shows keeps going down while costs go up.