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Battle of the Box | stratēchery by Ben Thompson

Stashed in: Dropbox, Box!, Monetization

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I agree with this:

Dropbox’s model makes sense theoretically, but it ignores the messy reality of actually making money. After all, notably absent from my piece on Business Models for 2014 was consumer software-as-a-service. I’m increasingly convinced that, outside of in-app game purchases, consumers are unwilling to spend money on intangible software. That is likely why Dropbox has spent much of the last year pivoting away from consumers to the enterprise.

Premium dropbox is an essential paid service that I use.  I pay for Apple services, but they are pretty much useless except for ishare/music.   Dropbox spent a lot of time building picture viewers and other crap that nobody really wanted, and when nobody used them decided that they should go off and compete with and S3 in the enterprise. 

They don't need a pivot, they just need some slight tweaks to their business model and pricing. 

They don't need security and reliability?

Because last I checked they've had problems in both those areas.

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