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2nd tier cloud companies with no moat stock showdown ! where would you put some capital right now ?
Exactly what is Dropbox/Box future? Enterprise storage? Seems pretty competitive market already, so even if they all survive it will probably be low margin business.
I agree. Box is pitching themselves as a data /AI play which doesn't make a lot of sense
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State of the world: would you recommend that someone start studying to become a SWE today if they arenโt one already?
1918
Fcuk U google
Exactly what is Dropbox/Box future? Enterprise storage? Seems pretty competitive market already, so even if they all survive it will probably be low margin business.
I agree. Box is pitching themselves as a data /AI play which doesn't make a lot of sense