Internet is an interesting market. Here are some of my thoughts.<p>-Consumer is rather independent and unexposed to a Bubble bursting. They would just have less options to choose from for online services
-Most Web companies are still private
-VCs and mystery VC financiers have the greatest financial exposure
- "Fluff" companies that are copy cats or have no business model other than "hot potatoe" valuations have a huge exposure.<p>Here are some of my predictions
-The bubble will burst in 2013 but, it will be a soft landing. The downward cycle will be very short.
-Consumers will continue to demand more from internet companies.
-Mashable will only publish 30 articles a day rather than 100
-Google will not have a talent shortage anymore
-Capital will dry up for social web and move into other verticals
-Small impact on the overall US economy
-Twitter will be worth $250 million<p>Overall, I think the downward cycle will be shorter than the previous one. It seems that the internet just makes everything go faster, including business cycles. It is almost unfettered capitalism.<p>I am looking for other people's opinions and predictions.