It’s still such early days. The field is wide open. Zynga, Playfish, CrowdStar and Playdom all started early enough. They could take advantage of the news feed posts to get more users. But there was tragedy of the commons. They put too many messages into the news feed and Facebook viewed it as spam. Facebook cut back on that kind of distribution. There is a big enough audience for games now.
This guy is so, so damn smart. It's very, very easy to see how he got his seed money with minimal effort. I'm in as an alpha tester, and it looks dynamite, very rich so far.