In the past two weeks I have seen quite a few of these "X Startups in X Days" threads, or some other form of cranking out code, putting it on the web and calling it a 'startup'.
While I'm not immediately aware of how investors handle the rhetoric of 'startup', but personally just putting together a webapp and hosting it does not really make anyone or anything a startup. This lead me to an even more crucial thought pattern:
The web is indeed becoming the platform Web 2.0 demands it to be. YCombinator is showing consistency in funding successful startups, but I feel that there is too much ubiquity in redundant startup concepts (ex. remember when a new to-do list application was coming out every 3 days? notice how the exact same thing is kind of happening with GTD apps?)
Well, while I have no problem with people wanting to do great things, the thought wont leave my mind that while this burst of web activity is great, but what's to become of the other technology sectors? For that matter, what's to come of other industries?
Is this ubiquity of web activity endangering to itself, and possibly other industries?
Slightly less basic economics states that when a market becomes commoditized, its complements should raise in expected returns. So we ought to be seeing higher returns for web frameworks, scripting languages, open-source databases, scalability services, web hosting, startup boot-camps, and services that help people make sense of the Web 2.0 clutter.
I think we're seeing this, but the problem is that other folks realize this too, and so we're seeing people pile into lifestreaming apps (eg. FriendFeed) and YC clones. I'm not really sure what industry has the best returns now - if I was, I'd be rich. I suspect it's not Web2.0, but there's something within tech that will be very, very high returns over the next 10 years, but it's not an obvious industry at this point.