Amazon did well. It's easy to stay alive, in a bubble or not: just forget the buzzwordy bullshit and build a business with a viable business model from day one. Unless all you want is to raise funding and have fun for some time, that is :)
So e-commerce did well because of the spotlight that the bubble put on tech back then that allowed everyone to accept the net as a platform for that action. Any predictions on what the next open door might be? Privacy perhaps?
Mmm... Privacy is kind of hard to sell, most people weren't burned by this yet.
I think the markets for tools for small businesses are not saturated yet, even in US (most of the rest of the world is at least several years behind). If I had domain knowledge in some small business area other than restaurants (sick of it already) I'd totally build some useful service.
What are you doing for restaurants in Russia? I'm working on a small side project at : http://onebigmenu.com/ aka http://dish.io/ and I'm interested in hearing other perspectives from the space. :)
Yup. Ecommerce, or anything else that provided a real service or real product in a sustainable manner.
The funny thing about Amazon is that they took on so much debt that everyone was certain they would be the first "big one" to fall when the bubble burst.
