I wondered the other day if Kickstarter might be the next big Internet company (following Google, Facebook and Twitter). The business model has so much disruptive potential, and they've already overcome the chicken and egg problem. I wish it were possible to invest in them. :-)
That is highly unlikely. Kickstarter is essentially a marketplace for entrepreneurs. People don't go to Amazon or ebay in the same sense as Google or Facebook. Sure they have one hell of a business, but only a certain kind of person is attracted to it. Everyone uses Google (or some search engine) and Facebook's attraction is undeniable.