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VC Funds Now Model 18-Year Lifespans as Exit Timelines Extend Into 2040s

VC Funds Now Model 18-Year Lifespans as Exit Timelines Extend Into 2040s

Makena Capital now models 18-year fund lives with capital returns concentrated in years 16-18, reflecting structural shifts in venture exit timelines. a16z's infrastructure team avoided neocloud deals despite sector conviction, citing overheated valuations. The shift suggests infrastructure and B2B funds are extending holds while consumer categories may see renewed deployment.

ViaNews Editorial Team (Markets)•
Tikehau Capital Sets €60B AUM Target as PE Firms Accelerate Portfolio Restructuring

Tikehau Capital Sets €60B AUM Target as PE Firms Accelerate Portfolio Restructuring

Tikehau Capital unveiled 2026-2029 growth targets projecting €60B AUM and 45-50% core margins, part of a broader private equity portfolio repositioning wave. The French firm expects €34B net inflows through 2029, 22% above its 2022-2025 period, while rivals like Onex leverage acquisitions to reshape strategies. Concurrent asset sales include Wells Fargo's management unit divestiture and Keurig Dr Pepper's JDE Peet's acquisition.

ViaNews Editorial Team (Markets)•
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
We flag conflicts openly ›
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