Last week Apple's WWDC keynote came along with some cool new iCloud features. People have been wanting Apple's cloud storage service to enable better file management for a while, and the Cupertino giant finally delivered. Not only did they announce iCloud Drive, but they are using iCloud for a slew of new features on iOS and Mac OSX.
Importantly, iCloud is really quite cheap to use. It costs just $3.99 per month for 200 GB of storage while Dropbox charges $19.99 per month for the same amount. It's clear that Dropbox is far more advanced when it comes to sharing capabilities, and I'd also agree with the argument that most people who are currently using Dropbox are not going to ditch them just because Apple is cheaper, even if the feature set was at parity.
But in the long term, I think it matters a lot that Apple and Google and Amazon sell cloud storage much cheaper than Dropbox. While most of us geeks totally get the value of the cloud, the majority of people still don't make much use of these services. And business users are only beginning to migrate to the cloud too.
So while it would be a pain in the ass for me to migrate from Dropbox, which I think is awesome, to any other service, the majority of the planet does not have any kind of real experience using any cloud service. And they'll have no incentive to use Dropbox when it costs several times more than the competition.
It's widely known that Steve Jobs once said Dropbox is not a product … it's a feature. I have to wonder exactly what Dropbox can in the long term to prevent from becoming a commodity feature. It's not clear to me that they can, and I imagine the most likely path forward is for them to get acquired by a larger company that wants to speed up its entrance into enterprise cloud services.
Dropbox is amazing. Mobile Nations loves the service. But I just don't think it makes sense, long term, for them to remain independent.
Comments? Thoughts? I'd love to discuss it with you below.