It's all about real AI today (not based on words and rules - lookup CTM - the real bots have this and its based on vector space). Get the companies and groups that are making very small breakthroughs in this area. The days of regurgitated cut-n-pasted text entry boxes and js (geocities, friendster, myspace, facebook) are over. Time for the new Googles of the world that will solve things bigger than SpaceX like extending human lifespan which is a requirement for space travel.