Episode Details

Dropbox made $1.1bn last year, which is mind-blowing. What can we learn from the way Dropbox wiggled it’s way into so many people’s lives (11m paying users, it seems) versus competitors like Box? Well, probably a lot more than where Apple, Spotify, and Dropbox run their stuff in - or out! - of the cloud, a topic we also discuss. Also, sheep-skin shoes are hot, too hot. Also, something about dtrace and zfs, I don’t know - just listen to it.

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• Now that we know they generated $1.1bn in revenue in CY2017 (with -10% op margins, translating to a loss of $111.7m and actual cash flow)…we should probably contemplate how they fit in.
• 451 estimates a valuation at $8bn+. More: “Dropbox has taken just over 10 years to go public since its founding in 2007, which we attribute to anxiety over its high private valuation, a sizable profitability gap, and the dour outlook often associated with the EFSS segment.”
• More from 451: “Its net loss ($111m) shrank by nearly half from 2016 – a faster pace than its topline growth. Its relative sales and marketing costs are lower than most of its peers. The vendor spent 28% of its revenue on sales and marketing – half the level of Box, a fellow FSS compatriot that's half the size as Dropbox." Man, think of the shit-per diem an travel policies for last year.
• E.g., who knew they were so widely used by normals?! 11m+ paying users, they says. (But, it’s 45 to 1 free to pay.)
• Do we think GDrive/G Suite is this big? I mean, it must be at least once you throw in Docs and GMail.

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