Zan Digital › Companies
Amazon
Every piece of Zan Digital analysis that covers Amazon — 28 pieces, each figure traced to a named source.
- 001AI Capex 2026: The $725B Bet With No Payback MathFour hyperscalers plan roughly $725B of capex in 2026, up 77% on 2025. Here is where the money goes, what it earns today, and the three numbers to watch.$725B
- 002Alphabet's $80B Equity Raise: Why Cash Ran ShortAlphabet raised $80 billion in equity in June 2026. Its filings show free cash flow fell 82% in six months and buybacks stopped at $0. What that signals.82%
- 003Anthropic IPO: The Enterprise Listing That Resets PricingAnthropic filed confidentially on 1 June 2026 for an October listing. A $47B run rate, 85% enterprise revenue, and why the mix matters more than the number.$47B
- 004GPU Depreciation: The $176B Accounting Question in AIHyperscalers depreciate AI hardware over 5 to 6 years. One investor puts the resulting overstatement at $176B through 2028. Both sides of the argument, checked.$176B
- 005The $662B Data Centre Leases Off Big Tech Balance SheetsMoody's found $969B in hyperscaler lease commitments, $662B of it not yet on any balance sheet. What the rule is, why it matters, and when it arrives.$969B
- 006The AI Chip Selloff: Dress Rehearsal or False Alarm?Chip and AI hardware stocks fell sharply in late July 2026 and recovered within a week. Fast recoveries signal conviction or complacency. Five indicators.5 days
- 007Agent Marketplaces: What Distribution Is Actually WorthEvery major platform launched an agent marketplace. In one editor's data, 3 agents took 92% of turns. What marketplace distribution is really worth.92%
- 008Why 'AI Wrapper' Became the Laziest Insult in SoftwareWrapper is used to dismiss any product built on a foundation model. Distribution, workflow and data rights beat model access. The case for the defence.~$190M
- 009AI Provider Contracts Compared: Anthropic, OpenAI, GoogleAnthropic, OpenAI and Google differ on retention, training rights, indemnity and uptime. None of the 3 publishes a credit-backed uptime SLA on standard terms.99.48% v 99.94%
- 010AI Spend Forecasting Tools: What They Actually Predict79% of enterprises overran AI budgets in the past year. A review of the four AI spend forecasting approaches, what each one sees, and where they break.79%
- 011Free Tier Economics: 43% of AI Products Offer Trials43% of AI-native products offer a free trial, against 61% of SaaS, in a 200-product survey. Free tiers are not vanishing. They are being metered instead.43%
- 012AI Data Retention Policies, Ranked by What They PromiseEvery major AI vendor's data retention policy, scored on 5 criteria. Anthropic keeps covered-model prompts for 30 days even where zero retention was agreed.30 days
- 013ChatGPT vs Claude vs Gemini Enterprise: Admin ControlsChatGPT, Claude and Gemini Enterprise are close on model quality. Governance decides: admin controls, 180-day audit logs, 10 data residency regions.180 days
- 014Agent Drift Is Silent. Only 14% Monitor Production AIOnly 14% of teams monitor LLM apps in production. Agent drift comes from model updates, data shifts and prompt sprawl. How to detect it before customers do.14%
- 015AI Procurement Checklist: 5 Sections Most RFPs MissGartner expects over 40% of agentic AI projects to be cancelled by 2027. A 5-part procurement checklist for capability, data, cost, evals and exit terms.40%+
- 016AI Vendor Lock In: What Switching Models Really CostsAnthropic retired 9 models in 10 months, one on 61 days notice. The API call is the cheap part. Here is what model switching actually costs to redo.40%
- 017LLM Evals: The Only Asset That Survives a Model SwapAnthropic retired 9 Claude models in 10 months and gives 60 days notice. Your eval suite is the only asset that survives. How to build one from scratch.60 days
- 018AI Agent Liability: Authority Clauses for 2026 DealsAir Canada paid CA$812.02 for a promise its chatbot invented. Attribution is already settled law. The unsettled part is which clause moves the liability.CA$812.02
- 019AI Data Residency: What EU and India Buyers Demand51% of firms now rate data sovereignty as very important. What EU and Indian buyers actually demand, and where vendor residency claims stop short.51%
- 020AI Employee Monitoring: The €32M Line Nobody Agreed OnAI now scores messages, code and meetings. One regulator fined 32 million euros for it. What is permitted in 5 jurisdictions, and what breaks trust anywhere.€32M
- 021AI Export Controls: The 19 Days Claude Went DarkUS export controls pulled Claude Fable 5 offline worldwide for 19 days in June 2026. The order, the reversal, and the precedent it set for your stack.19 days
- 022Data Processing Agreement Gaps: 7 Clauses to RewriteMost DPAs predate agent tooling and model updates. Here are the 7 clauses to rewrite, with the EDPB findings and vendor terms that made them stale.38%
- 023Product-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%+
- 024Generative UI vs Designers: The Craft Moves to ConstraintsGoogle's generative UI scored 1736 Elo against 1800 for human-designed sites. What runtime interfaces change about design systems, craft and hiring.1736.2
- 025Middle Management After Agents: What the Layer BecomesThe average manager now runs 12.1 direct reports, up from 10.9 in a year. Agents absorb the coordination half of the job. The coaching half does not scale.12.1
- 026Oracle Layoffs: 30,000 Announced, 21,000 Actually GoneOracle announced 30,000 layoffs in 2026 and its 10-K showed headcount down 21,000. Separating the AI explanation from a negative $23.7B cash flow year.30,000
- 027Product Manager Skills When AI Writes 75% of CodeAI now writes 75% of new code at Google. That moves the product manager job upstream, toward specification quality, evaluation design and problem selection.75%
- 028Remote Work Monitoring: The Trust Cost Nobody PricesA meta-analysis of 94 studies covering 23,461 workers found no evidence that monitoring lifts performance. What it reliably changes is stress. Four fixes.23,461