Bullish opinion about Obopay:

"can fill a gap in current payment systems, but mainly in emerging markets (see mpesa in Kenya)"

Bearish opinion about Obopay:

"mobile only seems tricky in developing countries where on and offline alternatives are plentiful"

Bearish opinion about Obopay:

"mobile centric payments have been tried in the past without much success"

Bearish opinion about Geni:

"besides family tree all other functionality (more popularly) available elsewhere"

Bullish opinion about Socialight:

"geotagged social bookmarking could be big - will prove/test with big city take-up"