Sequoia Capital gave a presentation (of doom) to their investee CEOs a few weeks ago that technology companies might find interesting. Access it here or view it below.
Also check out the link on the same page to a memo to investee companies from Bill Gurley of Benchmark Capital.
If you really want to get depressed, you can track the Tech industry layoffs on TechCrunch.
Sequoia Venture Capital Warning to CEOs