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It's clear that the money is in the enterprise business and not their consumer business. The problem for Dropbox is that storage is commoditized. For them to m
by putlake 9y ago
It's clear that the money is in the enterprise business and not their consumer business.
The problem for Dropbox is that storage is commoditized. For them to make money, they need to become a collaboration platform. Storage is a necessary (but not sufficient) piece of that. The more important piece for any collaboration platform is identity. When your company is on G-suite/Gmail, Google manages identity for you. So it becomes frictionless for other Google products to piggyback on that identity and authenticate you. That's what turns a suite of products into a proper collaboration platform.
Microsoft and Google have an advantage because they manage email. So I had expected Dropbox will launch a G-suite competitor.
If you're in the Google ecosystem with G-Suite, I don't see why you would want to complicate life by using Dropbox. G-Suite integrates well enough with Google storage. In fact, for $10 per user per month, G-Suite offers unlimited storage.
- fh973 9y agoYou might be interested in this Stratechery article then that looks at Box vs Dropbox: https://news.ycombinator.com/item?id=16465883 https://news.ycombinator.com/item?id=16465883