If we refer to the bubble years as the "siliconization" of the network services, then today we are experiencing "containerization" of the nework services i.e. all network services need to be ported to a container that abstracts the oddities of the underlying platform and manages all non-configurable parameters. In addition, it offers the run-time for the control plane of the network services and leverages PCI architecture's VF to leverage HW acceleration.
Should this architecture win in the market place, it will have a profound impact on the networking industry.