Venture capitalists pump new fund money into the "flavor of the moment" industries at a staggering rate. The goal is to quickly empty out an existing fund to make way for raising a new fund and to start earning the management fees. Firms only earn fees on invested capital, creating an incentive to invest quickly in "hot" industries without much thought. This roulette table investment strategy, where everyone bets on an industry in a short period of time, barely worked with telecom and the internet, but it looks like an abysmal failure with Web 2.0 and cleanteach. It seems like "0" and "00" have come up back-to-back. There are many analogies to justify the roulette strategy, like the "rising tide floats all boats" or "safety in numbers." You could also use the analogy: "lambs to the slaughter."