I will not refer to an economy bubble but to a general trend, so this won't be a direct answer to your question. More & more startups are build around shufflin

I will not refer to an economy bubble but to a general trend, so this won't be a direct answer to your question. More & more startups are build around shuffling data between few existing big players in the social media market. The question is: are these "base" players really offering its customers something which would improve the quality of their lives? Other than a warm fuzzy feeling of being "connected"? Personally I doubt it. The example: Flightcaster: a concrete quality given to its users. This is, as PG reminded few times, called: wealth. Congrats here. Some startup X which does something with your Twitter or Facebook data: well it may be cool according to the current fashion, but its real value is very volatile, unmeasurable and virtual. So if you're in the first group, you're safe. If you're in the second group and base your value on a virtual value of other services who in turn are based on some premise or belief, my guess is you're doomed.