[luckydata]

You are extremely wrong. The Dropbox story shows that if the bulk of your value comes from selling a commodity (storage) then you need to improve your margins by moving away from a provider that also makes the bulk of their money selling the same commodity.

For companies where the value lies in the utility of a service that can't be easily replicated, you have pricing power to make the convenience of AWS worth the expense.

[user5994461]

Pretty sure that the value of Dropbox doesn't come from the storage. It comes from their software. The magic thing that allows to replicate all your data seamlessly between as many computers and phones as you want, without the need to click any button or understand what the word storage even means.