Selling the mining equipment in the dotcom Gold Rush
During the first dotcom bubble, companies like Sun, Cisco and the telcos were raking in vast sums of money. Back then, every single one of the dotcoms had to cater for either their own or colocated data center space, and a large amount of equipment. The second dotcom bubble has the cloud, which actually lets crazy startups hang around for a lot longer -- the VC money doesn't have to pay for a huge owned infrastructure when AWS or Google or Microsoft offers capacity.via a credit card.
I actually think the end is coming pretty soon for the second bubble. Like the first one, we got a whole bunch of neat stuff out of it, but people are eventually going to get tired of the same old stuff and move on from social media and apps. I'm guessing IoT is going to be the next bubble to inflate, but we'll see. Either way, Atlassian is in good shape - IoT stuff needs to be programmed too.