I wonder if this 'consensus' is a side-product of the knowledge that social networks have low technical barriers to entry and their current horses could be topp

I wonder if this 'consensus' is a side-product of the knowledge that social networks have low technical barriers to entry and their current horses could be toppled in a relatively short period of time with the right market sentiment. I've said it before -- Facebook is not invulnerable. Especially in their bread-and-butter college market, it is a trend driven industry. Once the number of 'old people' and parents reaches critical mass, there is ample time for a new player to establish itself. And it's probably got the venture capitalists worried. The stakes for Facebook pre-liquidity could not be higher.