[lifeisstillgood]

>> Dropbox really needs to accelerate its enterprise sales to justify this valuation long term.

My first reaction to this was "How can anything justify this valuation long-term ? It's just cloud storage FFS" Then I found they have revenue of 200m 2013 (through growth rate is slowing). Which actually surprised me - and then I realised that I am getting Dropbox links for people who would previously have mailed me a file.

It's slowly dawning on me that "cloud storage" is likely to be something as ubiquitous as smartphones - everyone will have a small slice. I still suspect 10bn is waaaay over the top, but they are the clear leader in what I revisionist style realise is going to be a big (if frustrating) industry.

Which is weird as I started at Demon Internet and we "gave away" 10MB of web space and stopped in the early naughties as no-one used it or cared :-)

[nolok]

> we "gave away" 10MB of web space and stopped in the early naughties as no-one used it or cared :-)

It's not about the storage, it's about the client (be it desktop or web).

[jychang]

10mB of space? Wow, that's insane for the time. I remember when my Yahoo mail inbox was 4mB.

[lifeisstillgood]

yeah, I think that was why it was a big surprise to the organisation to learn most people did not care (it was obvious from usage rates but organisations don't learn what they don't measure-promote)