Spotify: will lose to Google Play and Apple Music. Sadly Spotify is not helping itself. Its desktop application is bulky and difficult to use. And so is the app. Poor integration is also annoying. When you're driving and want to put on a song, you can do so with a voice command, a modern Android phone (with Google Play) or iPhone (with Apple Music) will do a stellar job of quickly finding the song and playing it. Spotify, on the other hand, is a total pain to deal with in such a situation. I really wish they'd do a better job, but every next update is suckier than the last. A lot of people really like Spotify I understand, but they'll gradually part for alternatives in the coming years.
SpaceX is not about to take over the space of Lockheed Martin et al. that easily. Its goals are maybe laudable in some sense, but I don't see it getting an appreciable revenue stream in the foreseeable future.
Dropbox: Reasons to use it are quickly dying. It lost a lot of good will by having Rice on board (and retaining her after the uproar) from a lot of the tech savvy, they don't even do their own storage... they use Amazon's services, Google Drive is getting more and more convenient to use (integration with gmail a big plus), etc. I just don't see it being able to compete. And all of the things they've recently tried to do (creating office software, atempting to be a photo host, etc.) have been pitifully bad. I used to find Drew to be an impressive guy with a great acumen, but after witnessing one mistake after another, not so much.
On a more positive note, I think Stripe is an extremely solid company. It's unstoppable and will keep surprising people with what it can achieve.
SpaceX has a great revenue stream. Unlike ULA, it has a big commercial business. It also has government contracts that ULA can't win due to pricing. If SpaceX didn't take over any of ULA's business, SpaceX would be fine.
SpaceX is not about to take over the space of Lockheed Martin et al. that easily. Its goals are maybe laudable in some sense, but I don't see it getting an appreciable revenue stream in the foreseeable future.
Dropbox: Reasons to use it are quickly dying. It lost a lot of good will by having Rice on board (and retaining her after the uproar) from a lot of the tech savvy, they don't even do their own storage... they use Amazon's services, Google Drive is getting more and more convenient to use (integration with gmail a big plus), etc. I just don't see it being able to compete. And all of the things they've recently tried to do (creating office software, atempting to be a photo host, etc.) have been pitifully bad. I used to find Drew to be an impressive guy with a great acumen, but after witnessing one mistake after another, not so much.
On a more positive note, I think Stripe is an extremely solid company. It's unstoppable and will keep surprising people with what it can achieve.