If you look at their business with a low-level standpoint, they will struggle to radically differentiate themselves from Google Drive, iCloud, Box and co in ter

If you look at their business with a low-level standpoint, they will struggle to radically differentiate themselves from Google Drive, iCloud, Box and co in terms of features. But their business is not first based on features, but rather i) infrastructure and ii) execution. For infrastructure, given their growth and funding, they seem to be reaching the critical size that makes you a leader/key player in the market. If they keep combining competitive pricing and quality of support, the incentive for companies to switch will be meaningless. For execution, the fact that they are already CF positive demonstrates a strong ability to grow profitably = great execution. I don't say there will be no hurdles on the road, but they have pretty much all they need to avoid them