Right now pricing for cloud services seems like a race to the bottom. Peter Thiel would not approve. For Box to succeed, they need to do at least one of the f

Right now pricing for cloud services seems like a race to the bottom. Peter Thiel would not approve. For Box to succeed, they need to do at least one of the follow (which I don't think they demonstrated yet to satisfaction marketplace). 1. generate real customer lock-in so they can overcome the race to bottom for pricing of cloud services. Amazon had to do this in the first bubble vs Buy.com et al 2. see if there some feature to their product that can generate network effects. The ease of use and word of moth of Dropbox has done this for them somewhat in the consumer market. 3. build a consulting + storage services business. Storage services can be the loss leader, and helping companies make sense of all their data can be their high margin biz that has lock-in and is defensible.