5min chapter

Equity cover image

Dropbox hearts AI, the creator-platform wars and why we’re bullish on fake booze

Equity

CHAPTER

Dropbox's AI Strategy

Dropbox is putting roughly 35 days of their free cash flow into this fund. It feels like, you know, why not do more at a zero compete with sales force? I feel like it's relevancy paranoia, which is everyone's talking about generative AI right now. The Mercedes chat GPT thing is just like they already have a really good voice assistant. They should just take all the F one driver race engineer commentary, feed it through. And that way, every time you're like, please find the nearest gas station, it can say, bono, my tires are dead.

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