41–50 of 72 posts
Considering that Dropbox are completely dependant on Amazon for their service and overnight Amazon could sink them "ooops your instances just got deleted, oops" 8 billion is a bit of a joke Now if they owned their own equipment in their own datacenters...
They aren't. If they switched tomorrow or supplemented AWS with their own data-centers, you'd never notice a difference.
From my point of view, Tesla brings me at least ten times the value of Dropbox. I don't even think Dropbox represents a problem that should exist long-term assuming a re-disintermediated Internet, which is where I am optimistic we're heading eventually. Storing and sharing my data using someone else's service is retrograde.
Considering that Dropbox are completely dependant on Amazon for their service and overnight Amazon could sink them "ooops your instances just got deleted, oops" 8 billion is a bit of a joke Now if they owned their own equipment in their own datacenters...
But, yes, I suppose "my supplier could lose their mind and destroy the product I buy from them" is a concern that needs to be evaluated.
This seems like a very convoluted way of coming to the valuation. Revenue != profit. I can easily create business that generates $1bn/month in revenue by selling dollars for 90 cents. Dropbox may be worth $8bn, but surely it makes more sense to assess the valuation based on the growth in profitability?
Selling dollars for 90 cents would be a negative gross margin business. Any business with negative gross margin should be valued as worthless
Earlier quoted context omitted.
With all of twitter and dropbox and youtube I think about how with ubiquitous IPv6 they might get replaced with P2P protocols. A fancy OceanStore client could eventually do everything dropbox does. All these operations seem so vulnerable to innovation that is quite likely in the next eight years. I'm skeptical about the super high valuations.
IPv4 and UPnP allows most of the P2P scenarios IPv6 does. Please clue me in as to how a P2P system is going to maintain always-on backups/storage of my personal photos.
A client to something like OceanStore.
Social networks are winner take all markets, whereas Dropbox is not in such a market. Twitter, Facebook, and LinkedIn are all trading at 20-40 times revenue based on the fact that they enjoy strong network effects.
Are there not several DropBox clones on GitHub? And several competitors already there (and something called Box that is less consumer orientated?) Add in the switching costs are low to non-existent (it is just git isn't it?) - surely their competitive most is almost non-existent - in which case their profits are going to constantly eaten by competitors. What is it I am missing?
Dropbox makes it dead easy. People now Dropbox files to each other instead of email.
Are there not several DropBox clones on GitHub? And several competitors already there (and something called Box that is less consumer orientated?) Add in the switching costs are low to non-existent (it is just git isn't it?) - surely their competitive most is almost non-existent - in which case their profits are going to constantly eaten by competitors. What is it I am missing?
I trust dropbox. Dropbox has a great track record (with me). Dropbox is installed on all my tablets/smartphones/desktops/laptops. And, at $100/year, it's cheap enough that I'm not really inspired to bother price shopping.
This is clearly a case where Dropbox came in and won - and now it's time for them to invest aggressively, and make sure nobody else enters this market.
Now - I am not saying that people aren't using other systems - obviously Microsoft and Google have their products, and both Google Drive and Microsoft Skydrive are excellent products, that are technically comparable to what dropbox is offering. Apple's icloud is just annoying for knowledge workers, so I'm not going to include that in the same class - but, in terms of a generalized folder Sync Product - Dropbox has won.
Anybody have any idea what the distribution is here for consumer vs business? I've literally never heard of anyone, company or individual, paying for Dropbox.
You're right to doubt your personal evidence at this point. Almost everyone I know who has a Dropbox account pays for it.
Anybody have any idea what the distribution is here for consumer vs business? I've literally never heard of anyone, company or individual, paying for Dropbox.
Also - a combination of Dropbox + ARQ + Backblaze/Crashplan + SuperDuper gives you a pretty rock solid backup system.