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Box, Microsoft, and the Next Enterprise Platform

Let’s get one thing out of the way: there is nothing about Box’s S-1 filing that suggests tech is in a bubble. Indeed, the fact Aaron Levie and company are not yet profitable is a good thing. To understand why, you must read Should Startups Focus on Profitability or Not by VC Mark Suster:

via Box, Microsoft, and the Next Enterprise Platform | stratēchery by Ben Thompson.

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