>I do think that there will still be plenty of capital ready to be given to companies, investors are just going to be more selective (read: cautious) about it,

>I do think that there will still be plenty of capital ready to be given to companies, investors are just going to be more selective (read: cautious) about it, which may very well change the growth and success potential of certain more dubious business models in the valley. With so many SV companies that have hit it big without any real idea on how they're going to make money some day, it'd be interesting to hear what passes for a "dubious business model" out there.