First of all, congratulations to Aaron Levie and Box. This is a tremendous journey of perspicacity and grit. Here is a write-up about Aaron Levie's journey by his friend Om Malik: https://gigaom.com/2014/03/24/levietation-a-believers-rise-t...

Also, one thing people absolutely do not understand about Box (or they underestimate this aspect of Box's business): they are an 1) enterprise 2) SaaS company that 3) targets slow-moving, low-churn departments. Look, for example, this analysis by SaaStr: http://www.saastr.com/2014/12/18/saastr-on-techcrunch-box-wi...