[PaulHoule]

It’s already happened to Facebook. Zuckerberg would love to trade his company for TikTok and their version of the ‘metaverse’ is cruelly mocked in all corners.

Amazon is slipping. In the last two years they quit delivering Prime packages in two days in much of the US. Most other retailers have sped up their deliveries in this time frame. Customers are starting to notice. Everything AMZN has pioneered is now widespread in business. For instance AWS was fresh once but Azure is a peer.

Netflix is just another movie studio no.

[pipeline_peak]

Amazon is not slipping, they are by far the largest online delivery service and marketplace. Not to mention ever growing brand names and overall dominance. Azure has always been a peer.

Edit: Not sure why I'm getting downvoted, I wish Amazon would break apart, but that's far from the case.

[PaulHoule]

Amazon is big but it is not the best.

Their momentum is going to work against them in the long term. Somebody who is in the Prime habit is going to order 20 items from Amazon waiting 4-7 days each time.

Someday they're going to buy something from another retailer like Adorama or Best Buy or Target or Walmart and get it the next day and say... Wow!

Amazon has the considerable advantage of having a larger catalog but who knows what fragment of the catalog is a scam.

[pipeline_peak]

It's not about being the best, prime performance, or the minority of people doing the homework to notice they're ripped off. There's no retailer who isn't failing to give you the best price. A lot of shoppers don't even use prime, as long as they get that free delivery, they'll wait a few days. The majority of people are buying from them as they grow into a larger internet monopoly. They've been invested in online delivery for a long time, so strongly that even Walmart can't compete.

Out of all the retailers you listed, Walmart is the only close competitor in terms of delivery, Best Buy still has tech, but not much outside.

[ActorNightly]

Just a reminder to anyone reading - don't trust anyones predictions about economy without seeing their current stock/option positions. If someone is so sure that the company is going to fail, it would be a no brainer for them to short the stock or buy put options.

[harambae]

> If someone is so sure that the company is going to fail, it would be a no brainer for them to short the stock or buy put options.

They still have to be confident it will do so within a relatively narrow time frame in which the options premium or short interest makes it worthwhile. (I knew housing sales were going to slow down and bought put options against Whirlpool at 200... but I was off by a few months and still lost.)

[vmoore]

> the ‘metaverse’ is cruelly mocked in all corners

The Metaverse thing is just a passion project. It's what you invent when the initial vision of your main gig (Facebook) starts going down the doldrums. Facebook is basically in maintenance mode now.

[PaulHoule]

It's worse than that. They changed the name of the company to "Meta" because they want you to forget about Facebook.

[throwayyy479087]

No you can't just trust the market to regulate - that's capitalist propaganda.

The government must intervene.

[rowanG077]

I'm not sure what your point is. Just because these companies aren't eternal doesn't mean we shouldn't regulate them. I'd wager most people would be fantastically happy if browser tracking and personalized ads/content were illegal.