I wouldn't think of it as "all unicorns". Lyft, Airbnb, and Uber are especially exposed to COVID related issues because their revenue sources, like the travel industry, are directly affected by all of the COVID countermeasures.
However, I think you can make a pretty good argument that it's going to turn into a general economic depression, which means pretty much every company is going to take a hit sooner or later. Millions more people (in the US) will be struggling to make ends meet over the next few months, and that's going to have bad ripple effects.
However, I think you can make a pretty good argument that it's going to turn into a general economic depression, which means pretty much every company is going to take a hit sooner or later. Millions more people (in the US) will be struggling to make ends meet over the next few months, and that's going to have bad ripple effects.