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a16z
Every piece of Zan Digital analysis that covers a16z — 5 pieces, each figure traced to a named source.
- 001AI Cost Management: Cheap Tokens, Bigger AI BillsToken prices fell as fast as 40x a year, yet 93% of enterprises blew past their AI budgets in 2026. Here is the arithmetic behind the bigger invoice.5x
- 002Data Moats Are Overrated. Workflow Moats Are NotMost proprietary data can be bought or approximated. Palantir grew US commercial revenue 149% in Q2 2026 by owning the workflow, not the data corpus.149%
- 003Incumbent Advantage: Why Worse Enterprise AI Keeps WinningGiven a free choice, just 8% of workers pick Copilot. Given only Copilot, 68% adopt it. Here is the incumbent advantage machine, and how challengers break it.8%
- 004Cold Email Deliverability: What AI Volume Actually BrokeGmail and Microsoft's bulk sender rules cover consumer inboxes, not B2B. Vendor data on 53.1 million cold emails shows what actually collapsed in 2026.0.3%
- 005Product-Led Growth Metrics Break When Agents Sign UpNetlify hit 16,000 daily signups and 96% did not come from AI coding tools. Agents still break activation, PQL and expansion. A replacement metric set.50%+