You don't see this as the best possible scenario for them? They've been able to get everything they should need for success - adequate funding, lots of press,

You don't see this as the best possible scenario for them? They've been able to get everything they should need for success - adequate funding, lots of press, users who want what they're going to build so badly that they're giving them money sight unseen. How could there be a better situation for someone who wants to take on Facebook?