I also think IBM will shrink, but they are in a lot more unnoticed market segments than mainframe.
I think unless something dramatic happens, Oracle will also shrink. Again, they will of course have a viable market, but the trend clearly is more of the market deciding they don't need oracle after all.
I agree about Apple and Microsoft. Microsoft I will say seems to be recognizing their situation and is trying some things which means Microsoft in 10 years might look quite differently.
Uber/Lyft may or may not be around. There will be a recognition that it makes no sense for them to be exempt from taxi regulations. They might have to more fairly compete with taxis, but they may have some success in evolving taxi regulations to be more reasonable. Even if still unreasonable, Uber or Lyft may be able to offer their services to taxi companies.
Betting on any Google brand is tricky. The brand could persist on a new technology or the technology could get rebranded. I suspect Google Plus has too prominent of a competitor for Google to back off and admit 'defeat'. It might be a decent hedge bet for the utter failure of Facebook, a logical fallback social experience that probably isn't that expensive to maintain in terms of incremental cost.
If twitter goes away, it won't be due to the irrelevance of written dialog. Written dialog is frequently the preference. Do you want to trudge through voicemail if you can instead read the same content? While you are at work, can you unobtrusively watch vine/youtube? For this very discussion, would you have wanted to click 'record a reply', record your reply, possibly redoing it since there's no backspace key? As text messaging came to be a fundamental option of telephony, how much did phone conversations get supplanted by text messages? I could believe people could get over Twitter or their business model could not sustain, but not that video/voice takes over.
I have an Oculus and love it, but it isn't going to reshape the landscape of person-to-person interaction. It'll evolve gaming experiences and it will offer a lot more low key experiences than people bothered with realtime 3d rendering before, but I don't see it replacing phone calls, text messages, or video calls. It's harder than a phone call, far more intrusive than text messages, and you'd have to use an avatar instead of your own face for video calls since the headset obstructs the view.
I don't think VR or AR is on a track to replace traditional displays for most. I would be very happy to do so, but the vast majority finds the concept unappealing. Of course the PC living or dying isn't really related to this. It might be a distinct form factor, but could still a 'PC' in the ways that count.
I suspect the cloud bubble could burst for a number of reasons. A non-state entity severely compromises the security of a big name scaring everyone. The growth hits a saturation point and investors panic because they *always* panic when exponential growth doesn't continue forever.
I agree that HP is screwed and Lenovo is on stronger footing. HP's recent decision to split the x86 server and desktop business is a good example of poor strategic thinking to appease boneheaded investors. When IBM sold off PC, their server costs went significantly higher because they lost a lot of bargaining power. One of the key ingredients in the expected revival of the x86 server business is improved bargaining power. HP went the other way and forfeit that very significant capability. Lenovo also seems more likely to adapt to market shifts than HP, meaning their ability to respond to Xiaomi is probably better than other companies. I view Dell as a potential wildcard now that it has gone private. I haven't seen any signs of strategic thinking that would have warranted going private, so it might still be coming.