Is 'Web 2.0' Another Bubble?

Carl Bialik from WSJ writes "Two tech VCs, Todd Dagres and David Hornik, debate whether there is a bubble in so-called Web 2.0 companies looking to cash in on a resurgent online ad market. In the WSJ.com debate, Hornik writes: 'Venture capitalists will rationally stop investing in ideas that don't bear fruit. Those that do bear fruit will gain traction and either be acquired or go public. Those are the traits of a rational market in my mind.' Dagres responds: 'I think the Web 2.0 space will have a higher mortality rate than other segments of the overall media and technology industries. There are far too many MySpace and YouTube genetically challenged clones. All but a few will fail. The winners are generally the ones that get in early and out before the bubble bursts. There are rare examples of bubble companies making it through the bust and going on to become successful and valuable companies. By the way, the combined cash flow of Spot Runner, LinkedIn and Facebook is less than that of one Costco store.'"

Is that a lot or a little?

[ScentCone]

By the way, the combined cash flow of Spot Runner, LinkedIn and Facebook is less than that of one Costco store.

I mean, have you seen a Costco on a Saturday before a ball game?

yes no fud notfud maybe

[WilliamSChips]

Seriously, that's pretty much all you can say about this.

So will there be a Web 3.0?

[TheWoozle]

Or will we call it Web2008? Maybe WebXP? How about WebDuo2?

=P

Re:Irrelevant

[Citizen of Earth]

“Wall Street is always the last one to the party, drinks the most, then has a huge hangover.” — peter penguin

Old news...

[UOZaphod]

There's already several items regarding this showing up in my mashup, and I wrote about it in my blog, and I talked about it extensively in my podcast, and I updated the wiki. ...sorry, I can't go on. If I spew any more stupid buzzwords I won't be able to tell if I'm puking or not.

Re:Is that a lot or a little?

[Colin Smith]

I mean, have you seen a Costco on a Saturday before a ball game?

And people say Americans have no culture.

 

Re:Is that a lot or a little?

[Anonymous Coward]

That comment has officially jumped the snark.

Like, sooooo 2006

[plopez]

It's all web 3.0 now. 2.0 was a flawedconcept, go with 3.0. It is the most reliable, most secure, largest ROI and lowest TCO http://www.iht.com/articles/2006/05/23/business/we b.php [iht.com]

It leverages collaborative synergies in an open and proprietary way to deliver value for interactive component architecture.

It is so now, so modern so YOU! The smart set are 3.0!

Seriously, does anyone doubt me when I say that IT is just like the fashion industry?

That's why in 6 months I hope to be done with it.

Silly Canadians

[SRA8]

Silly Canadians. You have enormous oil reserves. Guess what that means? It means we Americans will find some "evidence" or another to invade your country and take all your resources. All that war booty inflow will help us pay the debt on our treasury bonds for decades to come.