A lot of talk has been going on about this, and a lot of comments start with a few set of presumptions.

One presumption, usually left unexplained, is that there are a lot of "unicorns" that will collapse.

I am most interested in classifying these unicorns, and speculating which will fall and which won't.

Here's my list -- I want your thoughts on it.

1) Uber -- will not go down

2) Dropbox -- will go down

3) Airbnb -- will not go down, unless threat from regulation becomes stronger

4) Snapchat -- will go down

5) Twitter -- will go down

6) Facebook -- will suffer significantly

7) Square -- will go down

8) Apple will be entirely unscathed

9) Google will suffer, but be largely fine

10) Microsoft is suffering already. It will continue to suffer, but will not go down.