4 ms·
It's funny that a lot of their acquisitions were in spaces that had the potential to exceed the market cap of their core product (which is currently stuck at 9B
by uyt 6y ago
It's funny that a lot of their acquisitions were in spaces that had the potential to exceed the market cap of their core product (which is currently stuck at 9B) had they been more successful:
- HelloSign for esignatures, compared to DocuSign which has a 48.29B market cap
- Zulip for chat, compared to Slack which has a 24.30B market cap
- Carousel for photos, compared to Instagram which is estimated at 100B market cap
- Paper for documents
- Mailbox for emails
- kenhwang 6y agoI think Google Photos would be a closer comparison for Carousel. I think it would've been the smart play for Dropbox to expand on that if they wanted to maintain consumer customers. Photos are kinda the only thing people willingly pay to save/backup and they're a royal pain in the ass to organize. But then again, it's hard to compete against free for $0.10/user margins. Way easier catching a couple of big enterprise fishes.
- ant6n 6y agoIt sucks having to pay google and dropbox for storage cuz i have files and photos. Dropbox doesnt do photos well, i dont trust them for it. Dropbox wants to do photos, but doesn’t separate that from storing files, so just searches all my files for images or something. Also, it doesn’t allow searching based on image recognition.
- babesh 6y agoThey canceled Carousel after Google Photos came out.