The second .com bubble is about making tools for startup to be efficient and then advertise how much these business models are successful to attract more startup to make tools for startups.
The same way during gold rush, the hardware reseller made the most money and were sending ads abouts the gold rush everywhere.
This time, there is just no gold.
However, there is also an opportunity here: as bubble bursts (or deflates) all these money losing (and free) B2C solutions provided by large companies might become neglected to the level that people will be willing to pay a little - just to get something working.
We can hope.
Right now these pseudo-free services are supported by surveillance. I wonder sometimes if that's a bit of a bubble, and if the value of user data and data mining of that sort of hugely overestimated. If that turns out to be the case, you'll see exactly that: these bait-and-spy services will be relegated to neglectware status and niches will open for quality alternatives.
I don't think games are exempt in this case considering the dominance of F2P games in the market.
I am talking of a pick and shovel scheme. I should be ashamed, but I am not :) It is still the rigt idea and something already heard of.