Who will be the new FAANGs?

New
letszooo

New

letszooo
Apr 28 9 Comments

Hey Blinders,

Amidst this uncertainty, there will be a few companies who would survive and thrive in coming years.

Based on past performance of current FAANGs and financials of current startups, which ones would end up becoming the newer FAANGS or would consolidate themselves?

Stripe? Shopify? Any else?

Thanks.

YOE: 6
#tech #faang #amazon

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TOP 9 Comments
  • Brex
    jUCN71

    Go to company page Brex

    jUCN71
    None of the well known companies right now will replicate FAANG’s success. *Maybe* Airbnb if we see a huge cultural shift towards remote work and nomad lifestyles.

    Here’s why: there hasn’t been a technological or cultural shift big enough to warrant the birth of a new FAANG. People forget Microsoft and Apple were born at a time when the concept of a “personal computer” was weird. Google and Amazon came along when people were still getting used to this thing called the internet. Netflix does not deserve to be in the same conversation. It’s a media company.

    Companies like Stripe are super well executed and perfectly modeled the FAANG playbook but they did not take advantage of a technological/cultural shift, and so are merely an iterative improvement. They will always have competition and not true monopoly power. It’s much more likely for crypto technology to get so good and well regulated that the world gets unlimited, instant, free payments, then for Stripe and Visa/Mastercard to charge 3% + 30 cents a transaction forever. Technology always wins.
    Apr 29 1
    • New
      letszooo

      New

      letszooo
      OP
      Hey thanks for answering. That's what I kind of was thinking. In some sense, FAANGs are here to stay? Also what about brex?
      Apr 30
  • Adobe
    pzzaparker

    Go to company page Adobe

    pzzaparker
    Falbertsons, Albertsons, Albertsons, Nalbertsons and Galbertsons
    Apr 28 1
    • New
      letszooo

      New

      letszooo
      OP
      Were is Malbertsons?
      Apr 29
  • Visa
    A$$Eatr

    Go to company page Visa

    A$$Eatr
    🌟 Albertsons 🌟
    Apr 28 1
    • New
      letszooo

      New

      letszooo
      OP
      Any others?
      Apr 28
  • Workday
    hg5Gy73

    Go to company page Workday

    hg5Gy73
    B2C is saturated or too competitive. B2B Salesforce is the next faang
    Apr 30 2
    • New
      letszooo

      New

      letszooo
      OP
      Hmm interesting perspective. What other companies apart from Salesforce do you think will come into play?
      May 1
    • Workday
      hg5Gy73

      Go to company page Workday

      hg5Gy73
      I would say one of the data workspace platforms Airtable/Notion/Coda if they can convince companies to make that their central database for their work. And one in data analytics companies like Palantir or Databricks. Although all of these are technology platforms that can and will be challenged by AWS, Azure and GCP eventually. Salesforce is immune, Palantir maybe if they can come up with proprietary, secretive datasets that can't be replicated. To put it simply all middlemen or companies that provide part of a suite will have a hard time becoming next FANG.
      May 1