I think history will show Jobs right in regards to Dropbox. Dropbox created a company based on the inefficiency in the marketplace regarding cloud storage and file sharing. But this has all but evaporated. With Google, Apple and MS bundling cloud/hosting apps, how can dropbox possibly differentiate themselves? There is absolutely no network effects regarding cloud storage--web links do not have vendor lock-in. I believe its only a matter of time before dropbox tanks.