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I think we'll see in the years/months ahead that Dropbox is indeed FNAC. It's only survived this long because the unit economics aren't that bad - the hardware
by w1ntermute 11y ago
I think we'll see in the years/months ahead that Dropbox is indeed FNAC. It's only survived this long because the unit economics aren't that bad - the hardware costs are not anywhere near what O2O companies like Postmates or Instacart burn. But in the end, if they don't have any lock-in capabilities (such as collaboration features), the service won't be sticky in the face of price increases - the tech for seamless syncing across platforms is now table stakes.
- ArekDymalski 11y ago>they don't have any lock-in capabilities (such as collaboration features) paper.dropbox.com aims to be such a feature.
- w1ntermute 11y agoYes, but so far I haven't seen how it's sufficiently differentiated from Google Docs. There's a well-funded startup, Quip, in this space as well.
- x1798DE 11y agoWhat is FNAC, other than a French department store?
- w1ntermute 11y agohttp://www.bothsidesofthetable.com/2011/08/22/fnac-feature-not-a-company/ http://www.bothsidesofthetable.com/2011/08/22/fnac-feature-n...