1. I think Pinterest is the next logical step. Although their traffic is slowing down somewhat, there are real monetization possibilities, and they are very niche in the attractive lifestyle market.

  2. What about looking outside the ‘next social network’ play? Or even beyond a consumer play? With blur Group we’re changing both an industry – media – and running a different sort of business – so our Creative Services Exchange generates revenues, creates community, and then delivers significant benefits and changes the way business works. Watch how this pioneering b2b exchange model will drive blur Group into the billion dollar startup space.

  3. I think Pinterest but it may not be google or twitter .My guess would be Amazon 🙂
    I’m also thinking getsatisfaction.com ,again by Amazon 🙂
    and also the following .
    Foursquare–>Google or facebook

  4. I’m fearful we’re closing in on another dotcom bubble burst. We don’t seem to learn our lessons, based on recent history.
    That said, I agree with your assessment here. I like Pinterest because it’s not for social media geeks like so many of the others. When my mom and sister both were begging me to get on there, yet none of the social geeks were on it yet, I knew they had something.
    Or…maybe Spin Sucks Pro is the next billion dollar acquisition. 🙂

  5. I’m not sure why everyone is so paranoid about the possibility of a bubble happening. Bubbles are to markets what fires are to forests (a critical part of the cycle) and in the tech arena bubbles are not only necessary but essential to make the system work. The beauty of bubbles is that they allocate capital to the most successful entrepreneurs and VC investors. Has anyone else noticed that a lot of the currently hot startups were seeded with capital provided by the same people who made money from the last bubble (Marc Andressen and Jeff Bezos are good examples). Secondly, in order for people to be attracted to providing venture capital they need to be tempted by the possibility of huge payoffs down the line. This is why bubbles are important because they can provide investors with 10,000% returns, which in turn cover the lost capital on those companies that never take off. As such, if we currently assume that we’re entering the bubble territory then what will likely happen is that the likes of Dorsey and Zuckerberg will have billions of dollars to fund the next wave of startups 10 years from now, something that obviously is not a bad thing.

  6. Pinterest gets my vote. It could come out of nowhere again, and anyone can be next billionare. Check out this other post on “building the next instagram”

  7. Bubbles start to form when we focus on the wrong metrics. Who cares about a $1B valuation? It’s an arbitrary figure, especially in illiquid private markets. Moreover, in today’s frothy market valuation bears little relation to the underlying value or sustainability of a business. Instead, how about we focus on the next startup that will generate $1B in revenue or better yet $1B in net income.

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