Live data from Hacker News

Dropbox S-1

sec.gov

121–130 of 404 posts

Re: Dropbox S-1

#121

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…

Please don't use blockquote. it is absolutely unreadable on mobile.

Re: Dropbox S-1

#122

Earlier 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.

Agreed, Keybase is kicking it up a notch and gotta love me some GnuPG!

Re: Dropbox S-1

#123
post #6

Congratulations 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.

rclone works really well, and even supports Team Drives.

Re: Dropbox S-1

#124
post #6

Congratulations 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.

Dropbox is the most efficient one. They only upload what's been changed. Skydrive/Google Drive upload the entire file. (At least they did 4 years ago when I tried them out.)

Re: Dropbox S-1

#125
post #105

Earlier 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 surely depends on how much users pay for the service, and how high the non-software costs are.

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

#126
post #23

I believe this is the first ever YC company to go public? If so congrats to YC as well as the team at Dropbox.

A few years back (2015?) pg was on a panel and asked if YC made any mistakes on the application process. He acknowledged they did — Robert Morris gave a low score and wrote “spam” in the comments section of the application of a particular company that started looking successful, so they refined their process. It seemed clear he was talking about SendGrid which went through TechStars and went public in late 2017.

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

#127
post #105

Earlier 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?)

The ideal cost is as low as possible without sacrificing future scaling needs or development velocity. At some point, you'll start to experience diminishing returns.

It usually goes POC->Cloud provider->Your own gear

Re: Dropbox S-1

#128

Earlier 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

Well, either way, their competitors are icloud/onedrive/googledrive... box'ing-out isnt going to be a successful strategy.

Re: Dropbox S-1

#129

Just 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...

As a rule I prefer an original source to an interpretation of a source by someone who gets paid based on the number of clicks generated.

Re: Dropbox S-1

#130
post #6

Congratulations 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, there's three reasons:

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.

Post reply on HN