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Report: Dropbox seeks new funding, valuing company at $8 billion

reuters.com

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Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#71
post #25

Earlier quoted context omitted.

IMO the underlying assumption of Dropbox's competitiveness is that it is not a commodity. 1GB with the right user experience is worth more than more with a worse UX. Commodity would imply that it's all about price per gb. So far, I think that assumption has been right.

But how hard is it to tell an engineering team to just copy Dropbox? And then offer a lower price point or better OS integration?

Apparently decently hard

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#72

Earlier quoted context omitted.

Google or Microsoft won't buy them. They're hedging their bet that this technology will be a commodity soon (Google Drive and SkyDrive). It doesn't really fit in Amazon's universe. They already told Apple to screw (albeit only at 800M). I think that Drew is a True Believer, where he thinks there is tremendous growth potential in this space. And hell, anything's possible. Who would have thought that such a simple idea…

Not sure if you are aware of it, but Amazon has a share in this space too, Amazon Cloud Drive[1] [1]- http://www.amazon.com/gp/feature.html/ref=cd_def/186-4662895...

Aah you're correct; I had forgotten about that. I suppose syncing all someone's Amazon-related files makes sense in a way. Kindle, MP3 purchases, etc. I may be wrong, but I don't think Dropbox has a technology which is Earth-shatteringly better than than its competitors, although I agree it is the best in the space. And heck, if Amazon bought them, they'd lose all that sweet sweet revenue from Dropbox ^_^.

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#73
post #57
post #56

Earlier quoted context omitted.

Depends what your definition of "good" is -- my company is about to switch to Box from Dropbox. Once you get to a certain size and have a certain type of user (non-power-users), Box is MUCH better for maintaining some organizational structure / permissions.

Is the overhead of having to maintain 'organizational structure / permissions.' worth it? Is your head count > 100?

No, about 20 active users. I personally LOVE Dropbox -- love it. Great tech, great company, great people. But it's ideal for a very specific type of use case -- exactly what they've always wanted to be: A dead-simple shared, well, dropbox that just works. And it does.

But we've moved past that. A few months ago one of our sales guys was frustrated that his Macbook was out of hard drive space, so he went through and deleted everything that he didn't recognize. That included most of the shared Dropbox :) We didn't realize until a few days later when people started sending emails along the lines of "hey, where did ___ file go?" We sorted it out, but it cost us time, time, time.

Yes, I know it's easy to say "Well that was dumb of him - he should understand how Dropbox works", but one thing you learn about a growing company - particularly a non-tech one - is that not everyone "gets it" the way we geeks do, and at some point you have to stop blaming them and instead adapt to them.

Take that story and add another 200 iterations of it and you can see why sometimes, you need some structure and permissions and fine-grained control on a per-folder basis, and Dropbox doesn't have it yet while Box does.

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#74
post #32

Earlier quoted context omitted.

I have a few friends who work at Box, that company seems much better at extracting revenue from its product via concentrating on the business rather than consumer space.

Their product isn't as good, but I bet they have some amazing sales people. Like most 'enterprise' stuff.

The Dropbox SDK is MUCH better and more mature than the Box SDK. Dropbox bases its interactions on the paths of files/folders while Box bases it on the unique ID of the item. Converting a path to an ID in box is a very expensive operation that requires you to recursively list the root and then each ancestor folder up to the item.

As another example, the Box authentication view controller on iOS has no real support for a cancel button. The web page displayed by it includes it's own faux toolbar at the top, which interferes visually with providing your own.

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#75
post #11

The problem I see is dropbox as a service becoming a commodity as competition in the sector ramps up. Apple is making a big push on cloud with airdrop and icloud, Tencent is offering 10tb storage. It's heating up and it's gonna be hard to maintain a viable USP.

For large photo transfers I've convinced my family members to use BitTorrent Sync.

Dropbox's use case might fit corporate use-case, but on the consumer side you rarely need XXX GB of high-availability storage for entire year - you need it for a short period of time, and it kinda stays unused most of the other time.

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#76
post #63
post #36

Will the use the funds raised to finally optimize their CPU-hungry client, so that it doesn't cut my battery life by 30%? I'm worried about Dropbox. Worried that they concentrate on adding features (photo syncing?) instead of caring about their loyal paying business customers, who mostly want the software to Just Work and Work Well.

The dropbox client only uses a fraction of the CPU of every other cloud syncing client I've tried, and even most simple menubar utilities. Do you know of one that uses less CPU? I'm genuinely curious.

It didn't need those amounts of resources when Dropbox first started... What changed? Now it's literally causing Windows Explorer to be stuck on folder renames etc, I'm dying to get off the bandwagon the first opportunity I get. This isn't a good way to compete in a crowded market - hope the competition is just as bad.

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#77
post #16

"Dropbox tallied $116 million in sales last year, more than doubling its $46 million in revenue in 2011. The year before, it nearly quadrupled sales from $12 million." http://online.wsj.com/news/article_email/SB10001424052702303...

i m flabbergasted at the amount of money there is in this service (and related ones) - is it really that useful? I had a dropbox account since the early days, and i have hardly put any use into it. What do people actually use it for? Share files? Backup solution?

I use it to collaborate with a fairly non-technical person, where it's marginally easier to use than email. That's it. I'm actually rather horrified at the people using it for backup and git. These are stupendously bad ideas. Proper collaboration with multiple parties also dictates that some form of locking is required. Something more advanced than yelling "I got it!"

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#78

Earlier quoted context omitted.

But how hard is it to tell an engineering team to just copy Dropbox? And then offer a lower price point or better OS integration?

Apparently decently hard

I don't think anyone has tried to just clone Dropbox. Everyone thinks they need to differentiate to compete.

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#79
post #63
post #36

Will the use the funds raised to finally optimize their CPU-hungry client, so that it doesn't cut my battery life by 30%? I'm worried about Dropbox. Worried that they concentrate on adding features (photo syncing?) instead of caring about their loyal paying business customers, who mostly want the software to Just Work and Work Well.

The dropbox client only uses a fraction of the CPU of every other cloud syncing client I've tried, and even most simple menubar utilities. Do you know of one that uses less CPU? I'm genuinely curious.

BitTorrent Sync is more lightweight.

Re: Report: Dropbox seeks new funding, valuing company at $8 billion

#80
post #63

Earlier quoted context omitted.

The dropbox client only uses a fraction of the CPU of every other cloud syncing client I've tried, and even most simple menubar utilities. Do you know of one that uses less CPU? I'm genuinely curious.

BitTorrent Sync is more lightweight.

Really? With both sitting idle on Mavericks right now, BitTorrent Sync is using 1.4% of CPU, Dropbox 0.1. Energy Impact 4.1, and 0.1 respectively. And BTSync is managing 5MB with no more than 3 peers, while Dropbox is keeping eyes over 36GB. That's pretty consistent with what I've always seen from them. Maybe the windows client is better optimized?

I wish this wasn't the case because I would love to switch to something free and distributed, as it is I disable BTSync unless I'm plugged in.

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