Fred Wilson's specialty is with larger consumer/enterprise investments (http://www.usv.com/investments/) vs Dave McClure's speciality is in smaller investments and also international.

According to Dave, it seems like there's so slowing of momentum for growth with the smaller (base hits) he sees both domestically and internationally. And I appreciate his blog post that champions the consumer web.

But I wonder with Fred's observations if people might need to be a bit more wise with consumer internet plays if raising funds might be more difficult than previously. I also wonder when you combine both Fred and Dave's observations that maybe you see an opportunity for bootstrapped ventures to start out a lot smaller, maybe even w/o outside funds.