He does, right there in the section called "Who are your competitors?": "Indirect competitors: (...), Google Docs, Dropbox, (...)" Edit: BTW, he also mentions

He does, right there in the section called "Who are your competitors?": "Indirect competitors: (...), Google Docs, Dropbox, (...)" Edit: BTW, he also mentions them in the video linked to near the top of the application.