I think we're in the refactoring dulldrums, is all. Never been on a big project that didn't stall out and rework, at some point, because some of the stuff didn't scale well or some of the founders got bored and wandered off.
Projects are already deep into maintenance and some experimental types refuse to do maintenance and have nobody in the team to pick up after the Proof of Concept stage.
I think we're going to have fewer projects, going forward, but they'll be larger, more seriously run and better-supported. And stuff will be less buggy.