I like Dropbox but as a potential investor I would be a bit nervous about the online storage industry as a whole considering crypto-backed decentralized storage seems only 12-24 months away.
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Dropbox S-1
211–220 of 404 posts
Re: Dropbox S-1
#212Earlier quoted context omitted.
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".
> I never tried myself but it seems quite feasible to build a decent profile of someones taste in fashion from a bit of data. I've thought about this as well. How would you personally try to build this profile for users, then market to them based on it?
You could initially present a user some images to assess it's preferences and use some recommender system (collaborative filtering), a la Netflix.
That could give you an starting point. But I believe the main issue is that fashion products have, by definition, short shelf life, so you can't run the algos on SKU data. Then you can use deep learning on product images + user categorical data to try to predict preferences, maybe simple binary classification?
I guess using images as input should give better features than textual description.
Re: Dropbox S-1
#213Earlier quoted context omitted.
I always find juicy information in the S1 that doesn't get reported on right away. Off the top of my head: * Reliance and risks of Zynga in the Facebook S-1 * Customer acquisition costs in the Blue Apron S-1 * Growth specifics and positioning of algorithms in the StitchFix S-1 * Infrastructure costs in the Snapchat S-1 Besides, an S-1 filing is not written in legalease, it's written in plain language. One of the targ…
This is my biggest concern with the Dropbox platform summed up in the filing: * Our business could be damaged, and we could be subject to liability if there is any unauthorized access to our data or our users’ content, including through privacy and data security breaches. They have made progress. They managed to get SoC II compliance for all of their offerings. They now offer HIPAA compliant hosting as well. Not that…
For a single user with no need to share access, you can also just stick everything in a VeraCrypt vault stored on Dropbox. Dropbox seems pretty good at updating only the parts of the vault that have changed, versus the entire (sometimes huge) vault file. I've heard OneDrive updates the entire vault file every time, although I haven't experimented with it myself.
Re: Dropbox S-1
#214Dropbox has been managed by literal war criminals for nearly 5 years.
Re: Dropbox S-1
#215Earlier quoted context omitted.
I always find juicy information in the S1 that doesn't get reported on right away. Off the top of my head: * Reliance and risks of Zynga in the Facebook S-1 * Customer acquisition costs in the Blue Apron S-1 * Growth specifics and positioning of algorithms in the StitchFix S-1 * Infrastructure costs in the Snapchat S-1 Besides, an S-1 filing is not written in legalease, it's written in plain language. One of the targ…
This is my biggest concern with the Dropbox platform summed up in the filing: * Our business could be damaged, and we could be subject to liability if there is any unauthorized access to our data or our users’ content, including through privacy and data security breaches. They have made progress. They managed to get SoC II compliance for all of their offerings. They now offer HIPAA compliant hosting as well. Not that…
Dropbox, GDrive, Box, OneDrive, etc. aren't using zero-knowledge encryption, so it must be technically feasible for them to access user data. If a company has a forgotten password reset feature, it's a good sign that it's possible for them to access your data.
You have to trust the company providing the service, right? Of course in practice, accessing user data should be tightly controlled and require good business reasons and levels of approval.
Zero-knowledge alternatives like Spideroak exist, but this approach makes them sacrifice features. (and doesn't appear very popular based on market share)
Re: Dropbox S-1
#216Earlier quoted context omitted.
This is my biggest concern with the Dropbox platform summed up in the filing: * Our business could be damaged, and we could be subject to liability if there is any unauthorized access to our data or our users’ content, including through privacy and data security breaches. They have made progress. They managed to get SoC II compliance for all of their offerings. They now offer HIPAA compliant hosting as well. Not that…
For a single user with no need to share access, you can also just stick everything in a VeraCrypt vault stored on Dropbox. Dropbox seems pretty good at updating only the parts of the vault that have changed, versus the entire (sometimes huge) vault file. I've heard OneDrive updates the entire vault file every time, although I haven't experimented with it myself.
Dropbox's client uploads binary diffs to make updates to things like your VeraCrypt value efficient. Using a modified librsync last I heard. Sounds like OneDrive is missing this feature.
https://www.dropbox.com/help/syncing-uploads/upload-entire-f...
Re: Dropbox S-1
#217Definitely gonna dig into this one.
Re: Dropbox S-1
#218I find the equity split between Drew (25.3%) and Arash (10.3%) especially interesting given @paulg's 2014 tweet that "Zero of the most successful YC companies have a significantly disproportionate equity split"
https://twitter.com/paulg/status/535588566978404352
Re: Dropbox S-1
#219Earlier quoted context omitted.
For a single user with no need to share access, you can also just stick everything in a VeraCrypt vault stored on Dropbox. Dropbox seems pretty good at updating only the parts of the vault that have changed, versus the entire (sometimes huge) vault file. I've heard OneDrive updates the entire vault file every time, although I haven't experimented with it myself.
Dropbox's client uploads binary diffs to make updates to things like your VeraCrypt value efficient. Using a modified librsync last I heard. Sounds like OneDrive is missing this feature. https://www.dropbox.com/help/syncing-uploads/upload-entire-f... https://github.com/dropbox/librsync
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Re: Dropbox S-1
#220Any ideas on how I can purchase with the underwriter price?