Bullish thesis https://youtu.be/Hbxn2T8zaUQ
The real question here is if you bought PLTR or not?
Can I get a TLDR, ain’t got time to watch a 25 min video...
Dropbox has good ceo, bought and integrates hellosign and look at the valuation of docusign... covid fundamentally change businesses. Dbx will be 2 to 3 times higher in 2 years.
Title is wrong. The point is buy BTC
Sell me on why any company would use Dropbox instead of Google Drive or Onedrive? Most companies will be happy enough with either one and won’t want to deal with another vendor just for that case.
Like why Quip exists and salesforce still developing it, and acquiring slack now
Why does quip exist? 🤔
For enterprise customers, Microsoft has their own onedrive and there is also box . What competitive moat dropbox has?
A lot of larger enterprise deals are with the entire msft suite or Google suite. Both come with a shared drive repository. So that alone diminishes the value of Dropbox. (Or box for that matter)
Today I Learned
Yesterday
2239
White male privilege is real
Work Visa
5h
723
Hypocrisy of Indians
World Conflicts
12h
632
If Osama was alive today, would he have found support from some liberals in the same way they now support Palestine?
Ask Blinders
Yesterday
898
Why is Bay Area terribly dressed?
Ask Blinders
16h
1700
How big are the balls of Google to lay off thousands and then do 70 BILLION in stock buyback?
God I hate this guy! Goes on and on and on, repeating sentences in passive and active voice like an idiot without any substance in most of his videos.
He made good points on dropbox though
What was the point on dropbox if you can summarize in one sentence