This has all of the earmarks of another dot com bust, but this time one that will affect all of us. Either we’ll develop new working economic models or all of the free sites on the Internet will eventually disappear — the question is after Wikipedia drives Britannica out of business, blogs replace newspapers, online communication replaces phone companies, if the new media go broke what will be left?

This is a huge gamble, with every aspect of business and communications dependent on the Internet we’re putting a lot of eggs in one basket with no precedent. By comparison, the stimulus package is conservative, practically gold standard safe.