One concern about Dropbox I have is its inability to establish itself beyond its File Storage / Syncing software. Salesforce.com, in comparison, has been acquiring companies left and right. Notable acquisitions of Dropbox, like Mailbox, have either shut down, or are nowhere on the impact map. As Dropbox user (albeit a free one), I don't find it useful for anything beyond synced storage (if there is any new addition in their interface, I might have missed it). After I started uploading pics on Google photos, I have little to store on Dropbox.
Synced storage might be big enough problem for it to continue to grow bigger, but I wonder if it's a meaningful moat. What if the storage + software gets commoditized to an extent that it becomes essentially free for most people?
Synced storage might be big enough problem for it to continue to grow bigger, but I wonder if it's a meaningful moat. What if the storage + software gets commoditized to an extent that it becomes essentially free for most people?