Hyper-growth is an abused term in the valley. We've coincidentally forgotten that the only metric that truly matters, in terms of business (as it relates to growth), is revenue-for a high-growth company.
Tricking someone into using, or coercing them into signing up, in order to watch something is interesting, but it's not a business.
What's going on is interesting, but don't fool yourself into thinking they are all going to be big businesses.
no, they are definitely not going to all be big businesses. for every Zynga there are plenty of RockYou's (or Free Gifts) that grow but never turn into sustainable businesses.
but the point is that the conditions that allow companies to grow are fleeting, they happen rarely and the people building real companies are best to sit up, take notice, and take advantage.
Tricking someone into using, or coercing them into signing up, in order to watch something is interesting, but it's not a business.
What's going on is interesting, but don't fool yourself into thinking they are all going to be big businesses.