4 ms·
First of all, congratulations to Aaron Levie and Box. This is a tremendous journey of perspicacity and grit. Here is a write-up about Aaron Levie's journey by h
by kiyoto 12y ago
First of all, congratulations to Aaron Levie and Box. This is a tremendous journey of perspicacity and grit. Here is a write-up about Aaron Levie's journey by his friend Om Malik: https://gigaom.com/2014/03/24/levietation-a-believers-rise-to-the-top/ https://gigaom.com/2014/03/24/levietation-a-believers-rise-t...
Also, one thing people absolutely do not understand about Box (or they underestimate this aspect of Box's business): they are an 1) enterprise 2) SaaS company that 3) targets slow-moving, low-churn departments. Look, for example, this analysis by SaaStr: http://www.saastr.com/2014/12/18/saastr-on-techcrunch-box-will-hit-1-billion-in-revenues-before-you-know-it/ http://www.saastr.com/2014/12/18/saastr-on-techcrunch-box-wi...
- jhonovich 12y agoThat 'analyis', i.e., “Box Will Hit $1 Billion In Revenues Before You Know It”, is the type of wild claim that people will look back years from now as a great example of the irrational exuberance of this age.
- droopyEyelids 12y agoI don't know man. They're in the same industry as other large enterprise vendors. If their product works, and it costs more than $15 a user, and they have many 10k user companies, they could see that sort of revenue with 7k customers. I think thats totally doable. There are 600k enterprises with over 10k users. http://www.census.gov/econ/smallbus.html http://www.census.gov/econ/smallbus.html