Most of the companies similar to Box and Dropbox will be gone in 2 years
businessinsider.com
businessinsider.com
For example Bitcasa was a great idea. Horrible business execution though and a lot of performance and stability issues.
Aren't 60TB and 100TB SSDs just down the road in the next few years?
Every CDN is desperate to add other businesses to their portfolio, because vanilla CDN is considered a commodity. Unfortunately, they are all focused to distraction on bottom-line costs (which are almost entirely network driven). This will lead them to fail to recognize how to nurture a non-commodity service that is largely systems driven.
Then there's the operational culture shock. CDNs operate many small deployments where data loss has no hard consequences. Dropbox-like companies operate few very large deployments where data loss has extremely major consequences.
At first glance it may seem like it's just storing some bits here and sending some bits there, but the focus of your business and the collective instincts of your team are big factors in your product and company succeeding in a particular market. Greatly larger SSDs might lower certain barriers to enter the file storage business, but there's more to it than that.