Battle of the Box http://stratechery.com/2014/battle-box/ … The only market that makes sense for online storage is the enterprise. Advantage Box, or Dropbox?
@fuelcut Feeling here is that it’s quite clear. Dropbox is pivoting hard
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@monkbent a) box is most often hired as better sharepoint (P0 for CIOs) vs. dropbox being for individual sync (just now getting on radar) -
@monkbent b) it's not a question of pivoting. it's about timing. do you hire 500 sales guys now to push uphill and accept burn/dilution? -
@fuelcut Dropbox is already well into the hiring spree. Something like 90 sales guys in the last 6 months. That’s what this round was about -
@monkbent I know the spree well :) box had their own spree years ago with fraction of db revenue hence levie & co face tons of dilution -
@monkbent box' moves make sense if you think can lock mkt up top-down in the next 1-2 years. however very few of their sales go company wide -
@fuelcut yep. They’re by no means a sure bet
End of conversation
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