Bearish opinion about GeekChicDaily:

"Does geekchicdaily have a viable differentiation? Highly doubtful but hey, PayPal evolved!"

Bearish opinion about Kosmix:

"Smart investors have always insisted - unfair competitive advantage! Someone will lose their shirt!"

Bearish opinion about RockYou:

"great name; smart founders; investors will lose shirts w/ nutsy valuation nutsy valuation; watch!"

Bearish opinion about Imeem:

"crowded field / too little too late / dead in 24 months (or cheap buyout)"

Bearish opinion about Spock:

"Dave McClure is great but can't save a sinking boat. Give it time. Wikis rule!"