Bearish opinion about Socialtext:

"Bad management -- Start-ups is where you execute; Eugene Lee is a dud (good talker)."

Bearish opinion about Flixster:

"Should run out of money soon -- unless there are more suckers!"

Bearish opinion about Brightcove:

"Webvan 2 -- 2 optimistic / rev will not catch up / shirtless investors may keep their undies!"

Bearish opinion about Apptera:

"What's next? Voice Ads for intergalactic exploration? These VCs will lose their shirts! :("

Bullish opinion about Airbnb:

"Great niche / excellent execution"