You can eat cash flow

If you invest in great people, you have a good chance of making money. In the current market there are gifted entrepreneurs that will benefit and thrive. These people will start disruptive companies that look for what will be hot rather than what is hot. They won't be lumped into the Web 2.0 category; they will define their own categories. This is what will separate the few winners from the many losers. - Todd Dagres

Check out the interview on WSJ.com with David Hornik and Todd Dagres on whether or not Web 2.0 is "another bubble" along with perspective on where we are today.