The trend in start-ups may be accelerating but Web 2.0 is definitely over. If you don’t have a killer plan and a smart way to monetize and a real fair and realistic capital structure, I think you will fail at this point.

This dude calls it a bubble and he sounds very cocktail smart , but a total gomer.

I moved on to the term 4.48 back in September of last year . Looks correct in hindsight.

The stock market is the new exciting place to be again and rightly so. The crooks on WallStreet have let the boys in Silicon Valley have their fun in the sun the last 4 years while things were calm and now it’s back to New York where volatility and ponzi schemes take place by men in Canali suits and not Adidas thongs.

Obviously that means the slow and painful death of this putz ( I mean would you buy this chart – click on 3 year chart ?), and the rebirth of the old who mixes stocks with Venture Capital (like me :) ) . Furthermore, America loves a comeback story and it’s New York.

This is a big transformation underway and likely tipped late last year and seems more clear every day.