The following video is part of our nationally syndicated Motley Fool Money radio show, in which host Chris Hill and advisors Ron Gross, James Early, and Seth Jayson discuss the week's business and investing news. This week's guest is Paul Holland, venture capitalist and co-executive producer of Something Ventured, a documentary film about the start of the venture capital movement. An early investor in Netflix, Holland shares his unique viewpoint of CEO Reed Hastings. With companies like Verizon and Microsoft moving further into the video industry, Holland discusses whether he believes Hastings has learned from his mistakes in 2011 and what Holland believes is the biggest competitive threat to Netflix.

Online video services like Netflix are increasingly depending on the strength of the mobile market. The Motley Fool's latest report,"3 Hidden Winners of the iPhone, iPad and Android Revolution" highlights Qualcomm and two other companies that are poised to cash in on the booming smartphone and tablet trend in the U.S. You can get instant access to these companies by clicking here -- it's free.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.