One of the things you’re supposed to work out some time in your adolescence is that though you’re the star of your own life, you’re not the star of anyone else’s. Some companies never work this out.
Ben Thompson, stratechery, The Dropbox Opportunity, here.
The only coherent strategy for Apple is a walled-garden of sorts that protects their vertical business model. A services-centric company like Dropbox, on the other hand, ought to pursue a horizontal strategy predicated on maximizing the number of interconnects with the layers above and below; clients on every platform address the latter, and yesterday’s announcement of the Dropbox Platform are focused on the former.