Couldn't agree more. The decline in funding shows that investors start seeing that start-ups that don't plan to make money from the start won't get free lunches anymore. My view is that enterprised-focused start-up will make a big come back in 2013.
*Everyone was writing articles about them this week - and with good reason. Startup people (founders, employees, press, wannabes, VCs, angels) love reading that kind of shit and talking about things like 'Will Facebook's X kill Company Y?', etc... If it was a b2b company, it wouldn't have gotten any attention. Not 'just a little attention', but like, none. On top of the great things the consumer sector provides (customers, no sales cycles, meteoric growth, easier to build, etc), this reason above is one of the biggest reasons enterprise will never be a real "trend".