What happened in the Web 2.0 era was that some companies succeeded in creating totally new experiences, engaging consumers, and enabling them to connect with other people in a way that had never happened before online
The Next Great Platform is the One That We Already Have
Josh Elman
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This is a chicken and egg problem. I do think AJAX is the thing that made web apps and Web 2.0 reality. So, my conclusion is the opposite to yours.

A good example of this is Steve Jobs talked once about how he came up with an idea for an iPhone. Engineers showed him an early touchscreen prototype and he in that moment thought ‘We can make a phone out of it’.

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