The Dropbox Comp

Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.

Why LinkedIn Sold, Dropbox is Cash Flow Positive

Why did LinkedIn sell? The company almost certainly put itself into a box of its own making, over which it had no control. Meanwhile, Dropbox is cash-flow positive, but the company has made similar mistakes.

Dropbox Leaves AWS, Should UPS and Fedex Be Afraid?

In an inconvenient bit of timing Dropbox announced they were leaving AWS just as I was singing its praises; in fact the storage company’s decision reinforces the benefits AWS provides. Then, why Amazon’s move into logistics makes sense, and how it might play out.

Summer Update, Slack Strong, The Dropbox Cautionary Tale

Slack has more numbers out, and while from a certain perspective the company still seems small, a step back reveals just how significant the opportunity is. Still, nothing is guaranteed, and Dropbox happens to offer a very useful cautionary tale.

Battle of the Box, Updated; Apple Enables Ad-Blockers

A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.