This makes sense, as essentially they wanted a 10 billion+ valuation and the consumer market wasn't big enough to get to that valuation. The problem is their enterprise products don't look look much better than their competitors while their consumer product (sync a folder) was best in class...
If dropbox hadn't raised so much money they could have stuck to their core vision. Instead they will have to compete into the crowded world of mediocre SAAS products that duct tape different solutions together badly.
All because they wanted that sweet VC money so they could have a $100K chrome bear in their office and dropbox branded water in their fridges...