Dropbox also clearly had a business where what they sold was fundamentally storage and bandwidth. So it makes a lot of difference to their fundamental cost stru

Dropbox also clearly had a business where what they sold was fundamentally storage and bandwidth. So it makes a lot of difference to their fundamental cost structure how much they are paying for storage and bandwidth. Most businesses who are operating in the cloud are not so directly purchasing a cloud resource, layering a little value on top, and reselling it; most businesses make their money selling something else, and using cloud compute/storage/bandwidth/infrastructure is not a transactional cost. For every gigabyte of storage space dropbox sells, they have to buy a gigabyte of storage from someone. And if you're looking ahead to the future of selling lots more gigabytes, you're quite motivated to find a cheaper way to buy them. So I am never convinced by the argument that because Dropbox left the cloud, that means other businesses should.