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Bubble 2.0 – We’ll see April 23, 2007

Posted by John in Technology.
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Coding Horror has a post on bubble 2.0.  I lived through the last bubble and so have many other CEOs here in Silicon Valley (not to mention VCs).  My opinion is that we’ll see strong growth with bubble tendencies but not the b.s. that was bubble 1.0.  To many of us have the scar tissue  and experience to know the ending isn’t pleasant. 

Web 2.0 has some good traits one of them is that the vcs, entrepreneurs, and users lived through the last cycle. 

Comments»

1. Brian Solis - April 23, 2007

amen.

2. JT - April 23, 2007

You don’t think we’ll see the BS? Is that a joke?

With *any* luck, this will be more “balloon” (which inflates, then deflates, then inflates, etc), less “bubble” (which inflates, then just goes boom).

We’re already seeing the first wave of 2.0 companies moving on to their 2nd (or 3rd) business. Odeo team becomes Twitter team. Riya team becomes Like team. etc.

There’s no such thing as failure here in the Valley. Everybody just magically learns their lessons and, of course, never repeats them… Never.

3. John Furrier - April 23, 2007

JT: experimentation is key to rapidly growing markets and we are seeing that today. I don’t think that we’ll see that BS because there really isn’t a public market to ride on. The biggest problem is that companies get overhyped and that isn’t happening from a valuation perspective. Most institutional investors are very rational in their behavior.

I expect companies will continue to innovate their positions in the market to survive. Entrepreneurs who fail will certainly have learned but the impact won’t be a bust as big as the dot com market.


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