Arrington was presenting at The Future of Web Apps Summit conference. From the article:
Winners (got acquired): Writely, del.icio.us, Userplane, Flickr, Weblogs, Inc., Myspace, Bloglines, Truveo, Grouper, Skype, Newroo
Very good bets: Digg, Facebook YouTube, Photobucket, Zoho, Stumble Upon, Popsugar, PlentyofFish, Netvibes. Mike said [if] he could be an executive at any of the companies, it would be Digg, which also drives 20 percent of TechCrunch traffic.
Ones to watch: Jobster, Riya, Zillow, Flock, Sharpcast, Rocketboom, 1-800-FREE411, oDesk, Second Life, WordPress
Arrington has been on the forefront of the Web 2.0 space over the past 15 months.
Of the ones that haven't yet been acquired, I really like PopSugar (make that Sugar Publishing, Inc.), Digg, Zillow, and Second Life. I also really like Automattic (if that's what he meant by Wordpress).
Arrington also announced that TechCrunch will add a new blog to the list, focused on the Enterprise market. Good news for me, as that's my sandbox. I'll see you over there.