On various episodes of Out of School, Fraser and I have talked about how Dropbox feels like a legacy app on iOS. The future of its iOS app is probably just for authenticating other apps to its syncing platform and seeing an overall big picture of your data from your various apps.
Dropbox is like a service that syncs CDs that was released in 1999. It's useful and amazing, but its existing product model isn't built for the future. Don't take all of this to mean I don't like Dropbox, because that isn't true. I love Dropbox and am a premium member. I just have some questions about the usefulness of it in the post-PC world as is.
A folder that syncs means nothing to an iOS only user. As iOS continues to mature as a platform, you will see many users skip the PC entirely. This is a huge problem for Dropbox.
On the other hand, Evernote is drastically better positioned for this transition than Dropbox is. Evernote isn't building on top of anything from the PC era (like a file system), but rather forging its own path in a file-system free world.
Dropbox is a folder that syncs and it does that extremely well, but that probably isn't enough in the year 2020. The future of Dropbox as a company depends on this. This is as close as a pivot as you'll see from them. This is Dropbox trying to stay relevant in a file-system free world.