It's an interesting comparison between the difference between 2.0/1.0 and 3.0/2.0, but the author gives no support as to why he thinks it's education/creation for 3.0 in the future. <p>Do you think he's spot on, and know any reasons for or against it?
For me the following sentence says that there is no 'bubble 2.0':
"The overvaluations this time are not being made by businesspeople and investors, but consumers and users." At worst you could argue that this is a fad but not a bubble. Users cannot create bubbles, only investors can.