I'm not surprised to see net neutrality mentioned as a risk factor. Our platform depends on the quality of our users’ access to the internet. Certain features of our platform require significant bandwidth and fidelity to work effectively. Internet access is frequently provided by companies that have significant market power that could take actions that degrade, disrupt or increase the cost of user access to our platf…
Dropbox S-1
121–130 of 404 posts
Re: Dropbox S-1
#122Earlier quoted context omitted.
I do. I used to use Google Drive but then Google renamed the PC app and discontinued it and rather trying to figure out what I have to use instead I just said screw it and grabbed Dropbox. Plus many apps I want to use are integrated into Dropbox far better than anything else so it makes using it as a storage area for multiple apps and devices super easy. I just wish it had a good encryption option like SpiderOak.
If keybase can do half of what it looks like they're going to do they will scratch that itch for you. I use kbfs as my dropbox now and have for a while.
Re: Dropbox S-1
#123Congratulations to them. I don't really understand why anyone would use dropbox given the multitude of different offerings out there. I'm curious if anyone who uses them can give me a take on why I should use them. I currently use Google Drive + Google Docs and am very satisfied. I pay for 1 TB of storage for personal work / storage.
For me the reason is that Google Drive doesn't work on Linux.
Re: Dropbox S-1
#124Congratulations to them. I don't really understand why anyone would use dropbox given the multitude of different offerings out there. I'm curious if anyone who uses them can give me a take on why I should use them. I currently use Google Drive + Google Docs and am very satisfied. I pay for 1 TB of storage for personal work / storage.
Re: Dropbox S-1
#125Earlier quoted context omitted.
SNAP's infrastructure story in the S-1 filing was a mess. They had 2016 revenue of $404M with a cost of revenue of $451M. A 5 year, $2 billion dollar vendor lock-in to Google. They basically admitted that Google has them completely by the balls and it costs them $3 per user per year to keep the servers on. Both of these independently are very very bad, together it's a disaster. Facebook was at $1/user/year in their S…
For a B2B SAAS company...what's the ideal user cost of infrastructure? (I understand that it depends on the service..but a ratio of profit per user vs cost per user should be close no?)
But in any case, the examples given are B2C free to use products which are generally going to provide... not a ton of revenue per user.
Re: Dropbox S-1
#126I believe this is the first ever YC company to go public? If so congrats to YC as well as the team at Dropbox.
I don’t know why you still can’t search video transcripts, otherwise that video would be easy to find. Any ideas?
Re: Dropbox S-1
#127Earlier quoted context omitted.
SNAP's infrastructure story in the S-1 filing was a mess. They had 2016 revenue of $404M with a cost of revenue of $451M. A 5 year, $2 billion dollar vendor lock-in to Google. They basically admitted that Google has them completely by the balls and it costs them $3 per user per year to keep the servers on. Both of these independently are very very bad, together it's a disaster. Facebook was at $1/user/year in their S…
For a B2B SAAS company...what's the ideal user cost of infrastructure? (I understand that it depends on the service..but a ratio of profit per user vs cost per user should be close no?)
It usually goes POC->Cloud provider->Your own gear
Re: Dropbox S-1
#128Earlier quoted context omitted.
They could also call out the flip side though, right? Dropbox could negotiate deals with the ISPs to "box out" smaller competitors. Maybe it costs them upfront but it also solidifies them in the market.
> Dropbox could negotiate deals with the ISPs to "box out" smaller competitors. Maybe it costs them upfront but it also solidifies them in the market. Yes, if you're a short sighted MBA that wants to encourage your own extortion
Re: Dropbox S-1
#129Just curious - how's a raw SEC filing preferable to a reliable article summarizing it in non-legalese, providing context with the competition, etc. Other than lawyers and economists, does anyone ACTUALLY prefer this raw filing? EDIT: Adding my preferred link: https://www.cnbc.com/2018/02/23/dropbox-ipo-form-s-1-prospec...
Re: Dropbox S-1
#130Congratulations to them. I don't really understand why anyone would use dropbox given the multitude of different offerings out there. I'm curious if anyone who uses them can give me a take on why I should use them. I currently use Google Drive + Google Docs and am very satisfied. I pay for 1 TB of storage for personal work / storage.
1) they seem much more accessible to people with @outlook.com, @comcast.net, @yahoo.com, etc. email addresses
2) On a Mac, I've found their syncing to be quicker, more reliable and more efficient than Google Drive. Google Drive does not like network glitches at all, often having to be killed and restarted. I've tried changing ownership of things in Google Drive. Sometimes I can, sometimes I can't. This is a problem when working with things I want to hand over to someone else (for me that's the soccer club, PTA, etc.)
3) I had separate apps for Google Drive and Google Photo backup. Which I liked. Now I have Backup and Sync or whatever they're calling it. Dropbox has been easy to set up and forget.
I have more stored in Google Drive because I buy Chromebooks for me or the kids every couple of years.