I don't think this is all that different from Dropbox. For years, Dropbox was able to outperform all the big players who tried to compete because their core sync technology was rock-solid.

Still to this day, I find my ICloud sync folders can be fairly unreliable (files will take a mysteriously long time to appear once in a while) - I've never had anything like that sort of an issue with Dropbox (although I haven't used it in a while).

I'm curious why this matters? Is dropbox's current failings its inability to scale?

I think Zoom has proven that they have exceptionally good product vision. I'm not sure Dropbox has over the past few years.

It may do but other providers will be just as good. So Zoom may find themselves squeezed out.

these are two different topics