Title is quite misleading. It seems to imply we should build companies like they used to in 1999 (webvan style). What he is actually saying is that is now time

Title is quite misleading. It seems to imply we should build companies like they used to in 1999 (webvan style). What he is actually saying is that is now time to build companies that people tried in 1999 but were too early. It's now time to revisit all of those ideas. This is actually quite obvious to most people by now.