I think the cracks in "break the rules" startups such as Uber, Airbnb, Tesla, etc. are starting to show. However, I think these companies have surfaced some interesting product ideas with accompanying demand. More established players might be able to adjust the business model a bit and make things more sustainable.

Ultimately we may not be staying at Airbnbs and driving Teslas, but maybe we'll be staying at some sort of Marriott "Experiences" boutique and driving electric cars from GM.