'course we do. They have lots of challenges now and down the road, but you can't look at at a b2c website with a graph like that and not say that they are doing well.
Facebook and Google are both verbally and visibly reacting to Twitter. That's amazing.
They could pick up the phone right now and say, "We're ready to sell" and sell their company to one or more of the big boys. That's pretty impressive.
Are they profitable? Nope. Are they "getting lean", asking "five whys", measuring the hell out of everything, and other Eric Reis-isms? Probably not.
But there are probably VERY few entrepreneurs on the planet who wouldn't trade startups with @ev and @biz. They are kicking ass.
Do we?