Casey Newton at the Verge is arguing that Dropbox is overvalued:
[a]fter years of investment and exploration, syncing files is still the only thing Dropbox does well. Steve Jobs knew this: he famously told Houston (while trying to acquire it) that his company was “a feature and not a product.”
I see the first sentence here as its main strength. I was evaluating for my personal use both Google Drive and iCloud Drive and none of them matched the ease of use and reliability of Dropbox.