Dropbox S-1

Post by bkanber » Fri, Feb 23, 2018, 11:13 PM UTC

sonaltr wrote: post #113

teej wrote: 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?)

Post by [deleted] » Fri, Feb 23, 2018, 11:18 PM UTC

teej wrote: post #148

defen wrote: post #131

Earlier quoted context omitted.

Do you have a 5-second summary of what you mean by "Growth specifics and positioning of algorithms in the StitchFix S-1"? Just the fact that they use algorithms to tailor individual boxes, or do you mean something more specific?

I currently work at an e-commerce company and there has been a ton of debate around how "algorithmically driven" Stitch Fix actually is. The general feel in the space from non-technologists is that computers cannot do this job well now and won't be able to do it well in the near future. Stitch Fix makes it a major brand point that computers are an important part of the process. So the real question is - are they maki…

Post by cjalmeida » Fri, Feb 23, 2018, 11:19 PM UTC

teej wrote: post #148

defen wrote: post #131

Earlier quoted context omitted.

Do you have a 5-second summary of what you mean by "Growth specifics and positioning of algorithms in the StitchFix S-1"? Just the fact that they use algorithms to tailor individual boxes, or do you mean something more specific?

I currently work at an e-commerce company and there has been a ton of debate around how "algorithmically driven" Stitch Fix actually is. The general feel in the space from non-technologists is that computers cannot do this job well now and won't be able to do it well in the near future. Stitch Fix makes it a major brand point that computers are an important part of the process. So the real question is - are they maki…

Post by jcsnv » Fri, Feb 23, 2018, 11:23 PM UTC

jedberg wrote: post #134

notfried wrote: post #93

Tip: Never pay for Dropbox at $99/year. It's repeatedly discounted throughout the year at Dell's website for $60, and often also comes with a $25 Dell gift card. So effectively, its value is $35/year, and you can buy multiple codes, redeem them, so you'd be effectively paying in advance for as long as you want, at 1/3rd of the price.

Normally I would jump on this, but I like dropbox, I like the people there, and I like Drew, so I'm willing to spend an extra $30 a year to increase their revenue and keep them in business longer.

Post by achompas » Fri, Feb 23, 2018, 11:26 PM UTC

cjalmeida wrote: post #195

teej wrote: post #148

Earlier quoted context omitted.

I currently work at an e-commerce company and there has been a ton of debate around how "algorithmically driven" Stitch Fix actually is. The general feel in the space from non-technologists is that computers cannot do this job well now and won't be able to do it well in the near future. Stitch Fix makes it a major brand point that computers are an important part of the process. So the real question is - are they maki…

I've worked in fashion before and I'm a machine learning pratictoner now. I never tried myself but it seems quite feasible to build a decent profile of someones taste in fashion from a bit of data. Fast fashion gave us the logistics (no more 9mo from concept to store). But Zara and friends still supply only the major trends. We're still missing for someone to reliably market the "long tail".