Alessio Fanelli: observation

Transcript context

…nd that tilt is going to continue. So with Dash, we wanted to make something that was really like cloud-native, AI-native and deliberately like not be tied down to the abstractions of the file system. Now on the other hand, it would be like ironic and bad if we then like fractured the experience that you're like, well, if it touches a file, it's a syncing metaphor to this app. And if it's a URL, it's like this completely different interface. So there's a convergence that I think makes sense over time. But you know, but I think you have to start from like, not so much the technology, start from like, what do the humans want? And then like, what's the idealized product experience? And then like, what are the technical underpinnings of that, that can make that good experience? I think it's kind of intuitive that in Dash, you can connect Google Drive, right? Because you think about Dropbox, it's like, well, it's file storage, you really don't want people to store files somewhere, but the reality is that they do. How do you think about the importance of storage and like, do you kind of feel storage is like almost solved, where it's like, hey, you can kind of store these files anywhere, what matters is like access. It's a little bit nuanced in that if you're dealing with like large quantities of data, it actually does matter. The implementation matters a lot or like you're dealing with like, you know, 10 gig video files like that, then you sort of inherit all the problems of sync and have to go into a lot of the challenges that we've solved. Switching on a pretty important question, like what is the value we provide? What does Dropbox do? And probably like most people, I would have said like, well, Dropbox syncs your files. And we didn't even really have a mission of the company in the beginning. I'm just like, yeah, I just don't want to carry a thumb driving around and life would be a lot better if our stuff just like lived in the cloud and I just didn't have to think about like, what device is the thing on or what operating, why are these operating systems fighting with each other and incompatible? You know, I just want to abstract all of that away. But then so we thought, even we were like, all right, Dropbox provides storage. But when we talked to our customers, they're like, that's not how we see this at all. Like actually, Dropbox is not just like a hard drive in the cloud. It's like the place where I go to work or it's a place like I started a small business is a place where my dreams come true. Or it's like, yeah, it's not keeping files in sync. It's keeping people in sync. It's keeping my team in sync. And so they're using this kind of language where we're like, wait, okay, yeah, because I don't know, storage probably is a commodity or what we do is a commodity. But then we talked to our customers like, no, we're not buying the storage, we're buying like the ability to access all of our stuff in one place. We're buying the ability to share everything and sort of, in a lot of ways, people are buying the ability to work from anywhere. And Dropbox was kind of, the fact that it was like file syncing was an implementation detail of this higher order need that they had. So I think that's where we start too, which is like, what is the sort of higher order thing, the job the customer is hiring Dropbox to do? Storage in the new world is kind of incidental to that. I mean, it still matters for things like video or those kinds of workflows. The value of Dropbox had never been, we provide you like the cheapest bits in the cloud. But it is a big pivot from Dropbox is the company that syncs your files to now where we're going is Dropbox is the company that kind of helps you organize all your cloud content. I started the company because I kept forgetting my thumb drive. But the question I was really asking was like, why is it so hard to like find my stuff, organize my stuff, share my stuff, keep my stuff safe? You know, I'm always like one washing machine and I would leave like my little thumb drive with all my prior company stuff on in the pocket of my shorts and then almost wash it and destroy it.…

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