DHH with some interesting thoughts on Evernote and Dropbox:

Both Evernote and Dropbox are facing increasing indifference from customers and competition from simply Good Enough features in someone else’s more complete offering. “You’re a feature, not a product”, as Steve Jobs famously dismissed Dropbox (see The case against Dropbox and Evernote, The First Dead Unicorn for but two deeper analyses).

I know a lot of nerds will revolt against that theory, but they really shouldn’t. You may not like iCloud, but I assure you that it is very good and a lot easier to understand and setup for the average user. Notes is also getting closer to Evernote, is easier to understand and setup, and just there.

When something is already there, and is almost good enough — in most cases that’s all you need to kill a 3rd party service or product. Dropbox and Evernote’s biggest problem was never someone doing what they do better, just someone building something close to what they do into something popular. Apple has already done that with iCloud and Notes.