I did a double-take when I saw The Independent's cover story this morning. It just got Slashdotted too. $13bn wiped off the value of the company just like that - because of the China effect. That's mental. I wrote just the other day about how Yahoo's similar news is just the tip of the iceberg, and that we are seeing the beginning of the secont dotcom crash - the crash of web 2.0. So now what? Who's next? Who will emerge unscathed?