Anyone not financially self-sustaining, or not very very close to an exit?
The problem I see right now is that we're not necessarily in a tech bubble so much as an unsustainable economic/financial/monetary/inflationary bubble. Most startups these days are very oriented toward frugality, efficiency, lean operating mode till they gain traction and self-sustaining levels of revenue (with a few exceptions like Color perhaps).
The problem is that much of the US economy from whence that self-sustaining revenue is currently being propped up with unsustainable deficit spending and inflationary monetary policy. The alternative is massive deflation, and is why the govt and Fed can't stop yet. But everything is balanced on a knife's edge, and if it collapses Silicon Valley may start feeling like it did in the last tech bubble collapse.
I like to think Startups 2.0 are more resilient to downturns by nature of more realistic and feasible business models and revenue orientation, but I don't know.