[jeffdubin]

Amazon, Apple, and Google are each well-entrenched and also have a good bit of cash and patents available to pivot or crush competitors if necessary. Plus if broken up (e.g. by gov't antitrust regs, etc.) each would have multiple sustainable businesses that could survive independently of the main company.

Netflix will buy/be bought. Much like cell phone carriers, ISPs, and CATV companies, consolidation will leave only a few heavy hitters. Netflix would be a nice addition to Peacock or Paramount+ and would give each a sense of legitimacy.

Meanwhile, Facebook has made many enemies on all sides; they're synonymous with tracking users, fake news, and old folks. I can't think of anyone who doesn't use Facebook somewhat begrudgingly. Also, does anyone actually like FB/Meta? Or Zuckerberg, the defacto face of the company? Facebook is one or two gaffes away from where Myspace is today.

[warp]

I think many people underestimate how much of a foothold Facebook has outside of the USA with Whatsapp and Instagram.

Especially in countries without net neutrality, social networks may be included in your phone plan even when real internet isn't -- forcing many local businesses to interact with their customers over instagram, whatsapp or facebook messenger. (Having a website is pointless if most of your customers cannot reach it).

[notRobot]

Facebook (Meta) the company is a lot more than Facebook the social media network.

Meta owns WhatsApp and Instagram, two of the biggest social networks, that are ubiquitous with younger generations. It does not matter that Facebook is associated with old people, because Facebook also owns the places where all the young people are at.

[cmsj]

FWIW, I don't think Instagram is super popular with the Tiktok generation, and WhatsApp's monetization strategy is still unproven.

[notRobot]

> I don't think Instagram is super popular with the Tiktok generation

You're wrong. I work with teens. They all use both. For different reasons.

TikTok is much more creator/viewer like YouTube, where few make content, and many watch.

Instagram is where there are close "circles" (heh, G+?) of friends, and everyone is just following and making content for each-other.

[drstewart]

>Netflix would be a nice addition to Peacock or Paramount+ and would give each a sense of legitimacy.

??

Netflix is worth more than both Universal and CBS combined.