You can guess where Andreas goes next. It suggests that the Internet Age is now about to end, with a mass extinction of dot-coms as sweeping and complete as the one of reptiles at the end of the Jurassic. No doubt one of those little startup critters currently skittering around unnoticed at the feet of the ailing giants. He gets a little loose with his facts and his mega-history, but his analysis is fundamentally correct. In all, an exemplary effort by Mr. Andreas, one with far more insight than that offered by most stock analysts and the industry gurus who were insanely optimistic over the last year, and are now busily covering their tracks while loudly bewailing the present.
Lightning never hits the same place twice.
The Next Big Thing always pops up somewhere new. Unfortunately, it is here that Andreas makes a mistake. It always comes out of someplace you never expected. This attitude is not only wrong, but it's self-defeating. It is the viewpoint of a career spent in the bowels of startups and not in their boardrooms, which may explain why, after 20 companies, Andreas is still doing technical writing instead of retiring to 15,000 acres in Wyoming.