Disclosure: I work for Microsoft but not on OneDrive or Office or any of that stuff. I love Dropbox (well, OLD Dropbox, I do not like the new desktop app at al

Disclosure: I work for Microsoft but not on OneDrive or Office or any of that stuff. I love Dropbox (well, OLD Dropbox, I do not like the new desktop app at all) and have been a paying user basically since you could pay to use it (and a general user since it launched in what, 2007? 2008?), but Steve Jobs wasn't wrong. The original service Dropbox offered has indeed become a commodity. Dropbox (like Box before it), has had to pivot into other areas like "collaboration" and has had to change its focus from consumers to small business/enterprise in order to grow, and even then, it's struggling. I don't actually think MoviePass and Dropbox are that analogous though. Sure, both are middlemen (or "features") and reliant on their potential competitors, but Dropbox's value prop strikes me as better. MoviePass could have licensed its technology around geo-fencing/ticket-buying to theater chains so they could do their own subscriptions -- the impact wouldn't be as big, but there is a services story there. But MoviePass is always tied directly to the theater chains and the margins there aren't negotiable and won't change. Whereas Dropbox might be reliant to an extent by the OS makers it supports -- and Apple/Google/Microsoft might be able to theoretically build in better native integration with their services vs Dropbox -- but Dropbox can still come up with solutions and be elegant and cross-platform in a way that is better than the platform options. Whereas MoviePass can't do anything unless it wanted to try to start its own theater chain.