[lbo-talk] speculation about the coming internet downturn

[Blackmail]

something i've noticed recently in tech media is that it's become sexy to
predict bubble 2.0, tho it's still not clear what's really being done
outside of major media outlets/aggregators [like aol, yahoo and google] to
stem it. what i'm interested in is whether or not industry insiders really
'get' what's wrong, or if they're just broadcasting their sneaking
suspicion, based largely on recent history.

http://www.alleyinsider.com/2007/09/fred-wilson-the.html

thoughts?