Zan Digital › Companies
a16z
Every piece of Zan Digital analysis that covers a16z — 3 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%