There is a definite convergence of solution duality in services like Dropbox, Box, Apple iCloud, and Google Drive. The first two started from being a content synchronization/storage and then moved towards an identity solution, the other two are known to have existing users lured into the cloud storage story. Should they continue to march forward, could this be the strategic delivery platform for HTML5 applications?
Imagine you own a small business and it uses Box for content sharing and collaboration. At one point, every employee has an account there (even easier with a variety of single sign-on services out there). Before you know, Box will be your company-wide document management hub, in particular since it integrates with other business applications (CRM, marketing and sales tools, etc). The explosion of smartphones and tablets, mobile native and web apps, along with BYOD propels this even further. Being productive does not mean being in the office cubicle anymore.
Your data is stored in that secure, remote storage. Your identity is an integral part of the service. Your business applications already access the data and use that identity information. At this rate, the next logical step is to build your own applications on top of the application platform. Many organizations have the need for a set of customized applications, from a straighforward book-a-meeting-room mini application to something as complicated as HR-finance-engineering integration for new hires. Only the code to build the application is to be constructed, the back-end data storage and user authentication problems are already solved for you.
It will be hard to expect that Google and Apple will provide such an integrated web application and delivery platform, consider each of them has a significant interest in pushing Android and iOS (to be fair, we may see another attempt from Google via the Chrome Apps approach). For Box and Dropbox however, they are in the perfect position to offer a platform which can easily attract a lot of experienced web developers out there.
Could it give the birth of a true integration of HTML5 and cloud technologies?