That is the real issue, but the symptom of it for Dropbox is that in order for the economics to scale, they have to break out of the commodity space. And cloud

That is the real issue, but the symptom of it for Dropbox is that in order for the economics to scale, they have to break out of the commodity space. And cloud storage is now a commodity. That's why they're now willing to risk ruining what used to be a perfectly good app. Somewhere, Steve Jobs is smiling.