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Season 2, Episode 5: The Dropbox IPO
Acquired
The Cost of Customer Acquisition
Dropbox doesn't include their infrastructure, particularly for all the free accounts in sales and marketing. So it's difficult to understand sort of when we think about acquiring a customer for Dropbox,. How much money does Dropbox have to spend on them as a free user for years, storing gigabytes of their files before there's an upsell opportunity? As a public company investor who only has access to the S1, it makes me a little uncomfortable.
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