<speculation> Netflix is strangled by content providers, forced to pivot or bow out. Groupon flounders, is first of the big start ups to drop out. Gowalla and

<speculation> Netflix is strangled by content providers, forced to pivot or bow out. Groupon flounders, is first of the big start ups to drop out. Gowalla and Posterous fight to see which of the little guys goes first, will try to be acquired, ultimately die. VC funding drops significantly, the mini bubble bursts, wall street panics. </speculation>