I’ve always been a big fan and committed user of Dropbox. Over the last couple years the handy file-sync app has gotten me out of many scrapes—when I need to access six-month-old interview notes when I’m out of town, it’s always a thrill to find them in my Dropbox. Along with my sit/stand desk, my Livescribe pen, and my MacBook Air, Dropbox is one of the few genuinely delightful tools I use regularly, and I’m constantly recommending it to friends and family.
And yet I’m extremely skeptical about Dropbox’s business prospects, and totally puzzled by the high hopes that otherwise smart people have pinned on its success. Dropbox is a great little file-syncing app, and founder Drew Houston and crew are already making some nice money out of it. But is it a $40 billion company? I doubt it. And when I hear folks like Benchmark’s Bill Gurley suggesting that it might be, and calling Dropbox “a major disruption,” I wonder if they’ve simply been blinded by the thrill of using an obviously well-crafted utility.
Gurley argues that in a multi-platform world—where we’ll all be carrying more devices that are possibly running a variety of OSes—we’ll clamor for some kind of easy, invisible, automatic way to keep our stuff synced between gadgets.
He’s right about that. We will need something to organize our lives between gadgets. The trouble is, it will be difficult to make a perfect gadget-syncing service that is also a great standalone business. There are two reasons for this. First, the perfect syncing service needs to do more than simply store files. Second, the perfect syncing service should be unlimited and free, or as close to it as possible. Dropbox will have a hard time doing the first of these for technical reasons, and if it does the second, it won’t be a very good business.
In its current form, Dropbox is great at syncing stuff that I’ve saved to my filesystem, but there’s a lot more to device syncing than just what I’ve stored in data files. When I switch from my desktop to laptop to my phone to my tablet, I would really like my device’s “state” to follow me, not just my files.
Right now, I happen to be traveling from the Bay Area to Seattle. When I left home, I was typing this article in a Word document on my Windows 7 desktop. The Word window occupied one half of one of my two huge desktop monitors. Splashed across the rest of the screens were several tab-filled Chrome windows, a few IM windows, and my text-based notepad.
When I later opened up my MacBook Air, I could access the Word file and my text notepad through Dropbox. But I had to make my computer do so. In a perfect syncing scenario, my laptop would know what I had been doing on my desktop and would offer to open up the right windows for me, preferably in the identical places on the screen—but Dropdox doesn’t do that. Worse, Dropbox can’t sync my Chrome and IM activity in any way. If I want to get the same tabs that I had on my desktop here on my laptop, I have to rely on Chrome’s own (fantastic) syncing feature. (There’s no way, as far as I know, to keep my IM windows synced between devices.)
I can think of many other things that would be great to keep synced between devices: Desktop icons and images, peripheral drivers (so that when I connect a camera to my work computer, my home computer recognizes it too), and application preferences (I like my Word documents set to 180 percent zoom).
I’m not the only one who’s been asking for this sort of thing. The Verge’s Joshua Topolsky has been yearning for a “continuous client” for years now, since back when he ran Engadget. But I’m hot holding my breath that we’ll see such super syncing anytime soon. Syncing the state of devices rather than just your files presents many difficult conceptual problems: What does it mean to sync windows between two gadgets that might have different windowing paradigms (say an iPad, which runs everything full screen, and your Mac)? What happens when you rely on two different apps to do the same tasks on different devices—for example, how would you sync tabs between Chrome or IE on your Windows desktop and Mobile Safari on your iPad?
Someday, someone will figure out how to make this sort of thing work well, but I suspect it will most likely be one of the companies that makes a major operating system: Either Apple, Microsoft, or Google. Each of these firms has a file-storage and/or syncing solution that it’s pushing, and I expect that those efforts—iCloud, Skydrive, Google’s Chrome syncing and perhaps the mythical Gdrive—will gradually incorporate more and more of the features I’m looking for.
Dropbox is probably working to build many of these features as well. But as third-party app, it’s just not in a very good technical position to do so. In order to sync programs and window states, Dropbox would need access to some of the deeper parts of my various gadgets’ OSes. This is easy for some operating systems and impossible with others—including iOS and probably Amazon’s Kindle Fire. Apple could easily build a way to sync the current browser tabs between my Mac and my iPhone, so that I can switch from reading Pando on my couch to reading it on the train. Dropbox will need to go through incredible hacks to achieve the same functionality, and it probably won’t manage to do so even then.
In fact, even now, as just a simple file-syncing app, Dropbox is frequently stymied by OS- and application-level problems. It won’t sync Microsoft Office files until you exit the application you’re using—if you forget to close your Word file on your home computer, it won’t be in your Dropbox at work. That’s not Dropbox’s fault—it’s Office that locks files that you’re using. But it highlights what I’m talking about: There’s a lot going on your computer, but Dropbox only has control over a small part of it.
You might argue that I’m making too many demands of Dropbox. So what if it doesn’t satisfy all the features I want—won’t people still pay for it if it keeps getting incrementally better as a file-syncing service? Maybe, but remember that online storage is a commodity. Dropbox makes money by charging people for increased storage space. But the price of storage keeps plummeting. It’s tending toward free. With all the competition it faces from firms with huge data centers, Dropbox isn’t going to be able to get people to keep paying $10 a month for 50 GB of space for many more years to come. It needs to add extra capabilities, too.
In 2009, Steve Jobs wanted to pay more than a hundred million dollars for Dropbox. As Houston later told Forbes’ Victoria Barret, when he politely turned down his hero’s offer, Jobs declared that Dropbox was a feature, not a product. Jobs was right: To do what we all want it to do, syncing has to be baked in to all the gadgets we use today. OS companies are warming to that notion—and they don’t need Dropbox to do it.





[...] de nombreuses voix moquent cette [...]
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Like[...] territory. So, could it be that the biggest threat to Dropbox will come from upstream? Farhad Manjoo certainly thinks that there are plenty of holes left in the Dropbox model, even if it is a terrific tool. Is it true [...]
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Like[...] though we can also flip the conversation on its head and wonder whether sync is really a feature, as others are doing. The answer may well be that it is both. In the enterprise, it certainly makes sense as a [...]
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Like[...] territory. So, could it be that the biggest threat to Dropbox will come from upstream? Farhad Manjoo certainly thinks that there are plenty of holes left in the Dropbox model, even if it is a terrific tool. Is it true [...]
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Like[...] territory. So, could it be that the biggest threat to Dropbox will come from upstream? Farhad Manjoo certainly thinks that there are plenty of holes left in the Dropbox model, even if it is a terrific tool. Is it true [...]
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Like[...] territory. So, could it be that the biggest threat to Dropbox will come from upstream? Farhad Manjoo certainly thinks that there are plenty of holes left in the Dropbox model, even if it is a terrific tool. Is it true [...]
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Like[...] territory. So, could it be that the biggest threat to Dropbox will come from upstream? Farhad Manjoo certainly thinks that there are plenty of holes left in the Dropbox model, even if it is a terrific tool. Is it true [...]
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Like[...] territory. So, could it be that the biggest threat to Dropbox will come from upstream? Farhad Manjoo certainly thinks that there are plenty of holes left in the Dropbox model, even if it is a terrific tool. Is it true [...]
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Like[...] $40 billion. On the other, tech writer Farhad Manjoo, who loves the service, nevertheless thinks it’s not that big a deal: Online storage is a commodity, he says, and Dropbox doesn’t have the access to [...]
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Like[...] Steve Jobs hatte recht, Dropbox ist nur ein Feautre (pandodaily) [...]
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Like[...] it was that Farhad Manjoo (a writer I have great respect for, and whom I always seek out to read) referenced Steve Jobs’ supposed quote to Dropbox’s founders: what they had was “a feature, not a service.” And then, the counter-counter-point, from [...]
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Like[...] it was that Farhad Manjoo (a writer I have great respect for, and whom I always seek out to read) referenced Steve Jobs’ supposed quote to Dropbox’s founders: what they had was “a feature, not a service.” And then, the counter-counter-point, from [...]
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Like[...] it was that Farhad Manjoo (a writer I have great respect for, and whom I always seek out to read) referenced Steve Jobs’ supposed quote to Dropbox’s founders: what they had was “a feature, not a service.” And then, the counter-counter-point, from [...]
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Like[...] Töröltem a Dropboxszot ★ 2012.02.27. [...]
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LikeDropbox has an interesting advantage because it's a 3rd party. I remember thinking four years ago that there were tons of alternatives to Dropbox, and nothing really differentiated them. I also remember thinking 2 years ago that they were going to be killed by MSFT, GOOG or Apple. Now, they have way more users and funding, and I use them way more than those points in the past. Agreed that we'll need many other things syched besides what Dropbox currently offers, but keep in mind that they're many years ahead of others in offering a syching system that works, and works across MANY devices. It's easy to think that this is an easy task, but Dropbox's engineers have been slaving away at this for a long time. I wrote a bit about my thoughts on how they've succeeded here if anyone's interested: http://bostech.blogspot.com/2012/02/focus-on-your-promise-like-dropbox-and.html
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Like[...] 1, 2012 Leave a comment BufferI read a post on PandoDaily written by Farhad Manjoo. In it, he outlined his fear for dropbox in surviving as a sustainable [...]
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Like[...] Manjoo, over at pandodaily on his doubts about the disruptive-ness of the Dropbox business; We will need something to organize our lives between gadgets. The trouble is, it will be [...]
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Like[...] Steve Jobs was right: Dropbox is a feature, not a product [...]
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Like[...] The future of Microsoft is dependent on SkyDrive more than any other product, and just goes further to show how a company like Dropbox is a feature, not a product. [...]
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Like[...] Benchmark Capital 的 Bill Gurley 幾天前的一篇「Why Dropbox Is A Major Disruption」,引來了一陣討論。其中 Pandodaily 的 Farhad Manjoo 最為激烈,直接引用賈伯的話大批「Steve Jobs was right: Dropbox is a feature, not a product」。 [...]
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Like[...] Benchmark Capital 的 BillGurley 几天前的一篇「Why Dropbox Is A Major Disruption」,引来了一阵讨论。其中 Pandodaily 的 Farhad Manjoo 最为激烈,直接引用贾伯的话大批「Steve Jobs was right: Dropbox is a feature, not a product」。 [...]
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LikeiCloud growing GDrive coming soon to all Google platforms Dropbox = doomed
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Like[...] Benchmark Capital 的 Bill Gurley 幾天前的一篇「Why Dropbox Is A Major Disruption」,引來了一陣討論。其中 Pandodaily 的 Farhad Manjoo 最為激烈,直接引用賈伯的話大批「Steve Jobs was right: Dropbox is a feature, not a product」。 [...]
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LikeI pay $12 per year for Xmarks, I pay $0 for Dropbox. I wonder if Xmarks is worth $480,000,000,000?
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Like[...] Steve Jobs was right: Dropbox is a feature, not a product | PandoDaily [...]
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Like[...] columnist Farhad Manjoo countered Gurley’s supposition in Pando Daily. Manjoo lamented the lack of perfect syncing in Dropbox and for any so-called cloud service, for that [...]
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Like[...] Farhad Majoo, Steve Jobs was right: Dropbox is a feature, not a product: Dropbox is one of the few genuinely delightful tools I use regularly, and I’m constantly [...]
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LikeI like dropbox.
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Like[...] columnist Farhad Manjoo countered Gurley’s supposition in Pando Daily. Manjoo lamented the lack of perfect syncing in Dropbox and for any so-called cloud service, for that [...]
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LikeHi, all the time i used to check weblog posts here early in the break of day, for the reason that i like to gain knowledge of more and more.
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Like[...] contra company” meme has stubborn Dropbox ever given and cropped adult again this weekend when PandoDaily’s Farhad Manjoo weighed in on Jobs’ side of a debate: Dropbox is a good small file-syncing app, and owner Drew [...]
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Like[...] the kind of careless inside talk I’d expect from an average tech writer, not the great Farhad Manjoo! (No sarcasm, not even the slightest [...]
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Like[...] versus company” meme has dogged Dropbox ever since and cropped up again this weekend when PandoDaily’s Farhad Manjoo weighed in on Jobs’ side of the debate: Dropbox is a great little file-syncing app, and [...]
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LikeDaily I use an Ubuntu laptop, Windows 7 PC tower, Android phone and iPad. Conceivably, I could end up using Ubuntu One, SkyDrive, Amazon Cloud Drive* and iCloud. But instead I just use Dropbox - I pay for it because it is easy - I use it for client work and personal shuttling of files between platform. Personally, I prefer to have my storage be platform agnostic. *Full disclosure, all my music is on my Amazon Cloud Drive which I listen to via the Web Player or my phone's Amazon MP3 app
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Like[...] versus company” meme has dogged Dropbox ever since and cropped up again this weekend when PandoDaily’s Farhad Manjoo weighed in on Jobs’ side of the debate: Dropbox is a great little file-syncing app, and [...]
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Like[...] “Steve Jobs was right: Dropbox “is” a feature, not a product” via pandodaily.com [...]
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Like[...] Via Pandodaily [...]
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Like[...] Farhard Manjoo (QUOTE.fm): In its current form, Dropbox is great at syncing stuff that I’ve saved to my filesystem, but there’s a lot more to device syncing than just what I’ve stored in data files. When I switch from my desktop to laptop to my phone to my tablet, I would really like my device’s “state” to follow me, not just my files. [...]
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Like[...] Online file backup and synching, i.e. Dropbox, is a feature not a product. (Farhad Manjoo) [...]
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Like[...] columnist Farhad Manjoo countered Gurley’s supposition in Pando Daily. Manjoo lamented the lack of perfect syncing in Dropbox and for any so-called cloud service, for that [...]
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Likeif someone already said this, i apologize, (there's just too many comments to read on my lunch break!) perhaps dropbox should think about who their customers are or should be. they should take the microsoft route and sell to the OEMs. that would make it appear free to the end user at least. and it would make it ubiquitous. it could also allow for deeper integration within the OS.
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LikeDropbox does 1 thing beautifully - sharing and syncing files across different platforms. Alot of people are over looking the sharing aspect. That's it and that's all it needs to be. It doesn't try to be all flashy and start adding more features on top of a core and proven principle. No it doesn't need to start syncing screens. It doesn't need to sync your drive states. It doesn't need to start syncing your calendar. Etc etc.
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LikeI agree.
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LikeDropbox made it work easily and has a lead --- it is up to Dropbox innovation from here to keep that lead. I know I have loyalty to Dropbox at this point and so long as they continue to wow me, I will stick with them. I highly doubt anyone can do it better than this --- maybe they can make it equal --- but its too simple to do better. I will stay on lookout but Dropbox is an absolutely fantastic service. I use an iPhone and an iPad but not a Mac --- Google docs are garbage. Google Spreadsheets is a joke. Why bother with these crappy apps when I can just use Excel, Word and PowerPoint with Dropbox?? Let's say I want to do something in some other app and save it --- do I really want to save it to a Chrome Browser?? Why would I want to do that when I can just save it to Dropbox easily and it syncs in seconds. Dropbox is going to at least $500 million revenue soon and it will do so with Google-like profit margins. Its worth a lot of money. $100 million from Apple is pretty funny. Dropbox could be worthless if they stop innovating --- but they now have $250 million in cash to spend on people and attack new ideas rather than play catch-up. Dropbox is fantastic.
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LikeGreat Article! Dropbox has definitely saved my life on a lot of instances as it lets me save and sync PSD, and fireworks file across desktops and laptops. Also I noticed that you haven't found an app to sync your chat windows across desktops, check out trillian, it does exactly that.. Between windows7, Mac OS X and iOS devices all your chats are in sync and the history is saved in the cloud. Thanks again!
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LikeYou can very easliy make it sync tabs and the settings of any program by either installing it into dropbox or putting the profile files in dropbox. The same thing happens with Icloud but it does it with out your knowlage. Not to mention chrome sync and firefox sync could be used instead. And it shold be free is crap, Icloud isn't free sure the first 5 gigs is but after that you need to pay. Microsofts live cloud gives you 25 gigs for free and then you have to pay. Nothing is free and if it is its becasue they are selling you as a product.
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LikeYou lost me at "it should be unlimited and free." No, because there is no such thing as free, and I don't want to give up the long-term value of privacy for the sake of a few dollars a month.
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LikeOutside of the Bay area bubble, Dropbox is the only "feature" I know of that has traction among grandparents, colleagues who are not computer-proficient [think: elbow patches], and my students. It's ubiquitous and it just works (for the 99%). The valuation may indeed be high, but at least it has some value.
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