2 companies I'm watching right now

There are 2 potential future XWiki competitors I'm keeping an eye on right now. They're still in pre-production mode so it's unlikely we'll be competing against them in the short-term, but it's always interesting to see where the industry seems to be heading towards. They are:

PODIO
Aims is to let people build business applications simply. Sounds promising.

PROFERI SOFTWARE
Got invested in and pitched by Ben Horowitz. Looks like it's targeting business application and collaboration as well.

EDIT: AND HERE'S A THIRD ONE

ASANA
Was founded by a facebook co-founder. Tackling interesting challenges.

I'm however still circumspect about them. 2 other companies I thought to be promising and potential competitors never really materialized:
Now let's see whether those 2 prove me wrong :-)