In Part 1 of this discussion on whether Dropbox should be in the cloud business, I shared my thoughts on Dropbox’s overall advantage in the areas of “core technology” and “product differentiation.” It’s also worth reiterating that “cloud business” here refers to

I recently wrote a piece on why Facebook isn’t in the cloud business, which sparked a lively discussion on Hacker News. When I was writing the piece, however, one other company’s name kept on popping up in my head as another, perhaps