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Markets2026-08-10 · source-backed
The New York Times reported today, consistent with Bain's midyear ~33,000 companies worth $3.8 trillion, up from ~29,000 and $3.6T a year earlier. The software slice is acute: technology buyout deal value down 70% between Q4 2025 and Q1 2026, deals over $1B collapsing from 15 to 4. Average holds stretched to seven years from three-to-five, with ~4,000 held 6+ years and ~1,500 held 9+. The exit math for non-AI-native software has stopped clearing.
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New York Times criticizes Microsoft
Linked by a graph relationship (New York Times criticizes Microsoft).
Linked by a graph relationship (New York Times criticizes Microsoft).
New York Times criticizes Microsoft / Shared entity: Private / Earlier coverage
Linked by a graph relationship (New York Times criticizes Microsoft); both cover Private; earlier Private coverage from 2026-04-25.
New York Times criticizes Microsoft / Shared topic / Tension
Linked by a graph relationship (New York Times criticizes Microsoft); overlapping topics (between, company); pushes against this story (but).
New York Times criticizes Microsoft / Shared topic
Linked by a graph relationship (New York Times criticizes Microsoft); overlapping topics (company, consistent).
Linked by a graph relationship (New York Times criticizes Microsoft); overlapping topics (company, down).
New York Times criticizes Microsoft
Linked by a graph relationship (New York Times criticizes Microsoft).
Linked by a graph relationship (New York Times criticizes Microsoft).