Jan
4
It's not a bubble -- it's a bubble bath
Greg Linden of “Geeking with Greg” posts his prediction for the impending 2008 dot-com crash.In any market there will be the bulls, the bears and the dooms-day-sayers. Personally, I lump these into the leaders, the followers and those who have been significnatly burnt in the past. At some point in time any one of these personalities could and most likely will be correct at some perceptible level.
Successful VCs seem to be much more diversified this time around. “Web 2.0” is just a blip on the radar of overall investments that VCs have pored out since 2000. Personally, I am much more focused on how the sub-prime baking crisis will affect liquidity for VCs looking to invest in young technology startups.
I would not jump to say 2008 is going to be the blood bath 2000 was. I personally believe this is going to be the year of the Web 2.0 business model. It will be quite fantastic and interesting to see how many of the Web 2.0 companies prove they can make money from the platforms and technology they have developed. Facebook Beacon was a great preview of this.