Analysts are searching for simple analogies to explain what is happening - and in tech it is either bubble or not bubble. Nobody is bothered or able to explain

Analysts are searching for simple analogies to explain what is happening - and in tech it is either bubble or not bubble. Nobody is bothered or able to explain in any real terms how a company like GroupOn can go from unknown to a billion in revenue in 24 months. They only know to take the easy analysis by looking at valuations and calling bubble.