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Dropbox S-1

sec.gov

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Re: Dropbox S-1

#71
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.

Curious why going public deserves an applause. Is being private a bad thing?

It's simply a major milestone and (theoretically) a sign that the company has reached a point of stability and market size that it can weather public markets.

It's also an important liquidation event for employees and investors.

Re: Dropbox S-1

#73
post #20

Earlier quoted context omitted.

1TB of storage: - Google Drive: $9.99 ( https://www.google.com/drive/pricing/ - Dropbox: $8.25 ( https://www.dropbox.com/individual/plans-comparison ) There's one answer for you.

You are comparing a monthly plan against an annual plan. Google's annual plan costs $100. Only very slightly more expensive. In addition they have a 200gb plan which is enough for people like me

Fair point, though I'm surprised Google doesn't promote that more, on the pricing page I can't see yearly pricing mentioned anywhere.

Re: Dropbox S-1

#74

Earlier quoted context omitted.

It's not just about cost-effectiveness, it's about which company is making the Web a better place — and I see a lot of Google's activities actively moving in the wrong direction. For me, it's more about the companies than the product (which, like I said, is probably an unsatisfactory criteria for most people). Glad you're enjoying Google's services though :)

In a lot of ways making the world a better place is about cost-effectiveness, and honestly what is Dropbox doing? Are they the main contributor to Nextcloud? Yeah, Google isn't much better in that regard, but I can buy a descent $199 unlocked Android phone now at Costco, and have all of Google services integrated. They also provide a lot of descent open source tools. Have you tried Kubernetes? :)

> In a lot of ways making the world a better place is about cost-effectiveness

I think we just have different worldviews. Certainly economics are important, but I try not to boil everything down to dollars and cents.

And for sure, Google has done a ton of useful and interesting things that I'm grateful for. But they also contribute to undermining online privacy, and use their size to wield disproportionate power in politics, etc. etc.

Re: Dropbox S-1

#75

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...

>Other than lawyers and economists,

Investors. The prospectus filing is informative and you don't have to read it all to get good idea of the company.

The summary from CNBC omits all the details and you can't even trust it to have the numbers correctly because if they screw it up, it has no legal consequences for them.

Re: Dropbox S-1

#76
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.

The major reason for me is their Linux support. I don't think any mainstream provider offers linux support. I also feel their sync is better than both One drive and GDrive. They probably sync the deltas most affectively. Given that this is their only important product, it s bound to have the attention of their best engineers. You can't say the same about Google or MSFT.

Re: Dropbox S-1

#77

Amazed there's still no good permission settings on nested folders in dropbox. Ran into this on a 4-5 year old project with multiple contributors and even on their paid versions, there's no good way to consolidate folders that have multiple "owners." Seems like there has to be a better way to handle this - Google Drive takes care of it much better.

Never gonna be a priority unless they release a new enterprise platform. Use Box for this.

Re: Dropbox S-1

#78
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.

I'd rather buy my storage from a storage company than an ad company.

Re: Dropbox S-1

#79
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.

I use Google Drive, but I'd switch to Dropbox in a flash if they offered 100GB pricing package. Mainly because I find the Dropbox app more reliable and syncs quicker than GD. I've had Google Drive or "Backup and Sync" or whatever they call it now crash a few times as well.

But I'm sticking with Google Drive for the time being, I really cannot justify paying £6.59 a month for 1TB of storage, when I'm prettty certain I'd use less than 10% of that.

Re: Dropbox S-1

#80
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 platform, which would negatively impact our business.

I wonder if you could make an argument that public SAAS companies have a fiduciary duty to their shareholders to support net neutrality policy.

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