[rontr]

I have the same impression. Plus, I think poor usability will kill it. I can't imagine my mom (the mom test is always important) clicking on objects in a video to see "relevant" offers. And the frustration level will be very high once a user clicks a few times and doesn't get what she wants or expects. Some people would click on an actor to see his bio and others would be interested in his shirt. Others will click on the wrong thing because the scene will have changed at that instant.

It seems like cool technology, but a bad product. I wouldn't invest. Go Justin.tv :)

Aside: the other startups in the challenge -- the ones the didn't get a lot of votes (apparently the voting has turned into a popularity contest) look both interesting and promising. Their founders may not be in their 20's, but I would invest in them over Ooyala and Justin.tv -- especially Commerce360.