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remove Netflix. they've officially told us they're not a tech company they're a content company that invests wildly in one specific cost center.
That’s also fair.
Well SF makes 11b in yearly revenue and FB makes 55b. FB sales are 5 times that of SF And it’s market cap is roughly 5 times the size. Even SAP makes 3 times what SF does.
I sort of see what you are saying but I believe that FAANG is more about the size of the impact in the B2C market. All the companies in FAANG operate primarily in the B2C market where SF operates in the B2B market. Outside of consulting if you ask most people about SF they most likely don’t know what it even is. So that doesn’t drive a real level of prestige for top tier graduates to want to gravitate to a company like SF.
FB regardless touches Billions of people every single day whether it’s though the FB app, Instagram, or WhatsApp or many of their other ventures. They have only been consistently growing through the last 10 years.