Web 2.0 Bubble

"So candidates working for these companies have to be wearing a nice sized grin on their face knowing they are working for a company with clear strength and sustainability."

Assuming that what you're looking for is a steady job with no real promise of a liquidity event. I'd think that going to work for a BigCo would give you that (and probably pay you more). And probably more interesting, exciting, and look better on a resume than being employee 100+ at a startup that's battening down for "nuclear winter."