Bullish opinion about TokBox:

"The API is easy to use, and companies want to integrate video in their sites."

Bullish opinion about Airbnb:

"Fills an unmet niche, with a lucrative pricing model that I'm happy to pay as a user."

Bearish opinion about Sprout:

"What's the revenue model?"

Bearish opinion about TokBox:

"Skype, the free full-service competitor, is not much harder to set up"

Bearish opinion about Ning:

"bringing the downsides of the network effect to every interest group near you..."