“Irrational Exuberance 2.0”

Steve’s been writing rather a lot about irrational exuberance in Web 2.0 these days. Is it a coincidence that his “Irrational Exuberance 2.0” post appears on the day the TechCrunch20 site goes live? I think the TC20 format is a great idea, but Steve does have a point.