Ben and James discuss Dropbox’s S-1 and why the company is a success but still a disappointment. Plus, why companies should go public sooner.

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Links

• Ben Thompson: The Dropbox Comp — Stratechery
• Ben Thompson: Dropbox’s Cost of Revenue — Stratechery Daily Update
• Ben Thompson: Battle of the Box — Stratechery
• Ben Thompson: Dropbox Leaves AWS — Stratechery Daily Update
• Ben Thompson: Does Uber Have a Strategy Problem — Stratechery Daily Update

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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