Tumblr: If it goes open source, will fare better.
Windows Azure: Will maintain vendor lock through Windows mobile?
LinkedIn: Too limited capabilities and too many requests.
BudURL: Service that should be provided by browser.
Aardvark: Has a future.
Lifestreaming: Not enough time to watch people go to the bathroom.
HTML5: Future in question with web being monetized.
Social media: Will die.
Via whurley at Interactive Austin 2009