I listened to this YC podcast[1] twice with Juan Benet. Listening to Juan talk about a lot of historical information and the correlations he drew was fascinating. When he tried to explain the need for Filecoin to Dalton, I just didn't hear it. Dalton kept asking him over and over what the point was and he kept giving non-answers (at least in my opinion which doesn't mean much to be honest). I understand the goal of the protocol and the incentive structure behind the protocol, but I don't see a clear vision with the product.
[1] - https://blog.ycombinator.com/ipfs-coinlist-and-the-filecoin-...