TSLA is a different beast, I think should be excluded. The rest are fair.
Facebook, however, has been demonstrably successful since going public, despite the massive SV hype. Zuckerberg and his team deserve full credit for delivering on a successful mobile monetization strategy and making some great acquisitions (particularly Instagram, given its acquisition price and its estimated valuation now.)
The TripAdvisor/Yelp comp is great—they're direct competitors. TA also didn't really launch in its current form until 2002 so it's not as unfair as it appears on first glance!
Yes but you're ignoring that it took more than a year for FB to get back up to its IPO price after going public
So, ya, it's basically a software company.