Dropbox is an awesome innovation, but IMHO it's a commodity. I don't see any material network effects or major barriers to entry. In that way I think it's very

Dropbox is an awesome innovation, but IMHO it's a commodity. I don't see any material network effects or major barriers to entry. In that way I think it's very similar to Groupon and I think both will suffer at scale over the years. Long bet anyone? ;)