Episode 143 — Dilly-Dallying Dropbox

Ben and James discuss Dropbox’s S-1 and why the company is a success but still a disappointment. Plus, why companies should go public sooner.

Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (wordpress.com/exponent).

Links

• Ben Thompson: The Dropbox Comp — Stratechery (stratechery.com/2018/the-dropbox-comp)

• Ben Thompson: Dropbox’s Cost of Revenue — Stratechery Daily Update (stratechery.com/2018/dropboxs-cost-of-revenue-…)

• Ben Thompson: Battle of the Box — Stratechery (stratechery.com/2014/battle-box)

• Ben Thompson: Dropbox Leaves AWS — Stratechery Daily Update (stratechery.com/2016/dropbox-leaves-aws-should…)

• Ben Thompson: Does Uber Have a Strategy Problem — Stratechery Daily Update (stratechery.com/2016/does-uber-have-a-strategy…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

• Feed (exponent.fm/feed)

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• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)

• Presented by WordPress.com (wordpress.com/exponent)