Zan Digital › Companies
IMF
Every piece of Zan Digital analysis that covers IMF — 2 pieces, each figure traced to a named source.
- 001Dot-Com vs AI Bubble: Six Metrics Where It Breaks DownEveryone compares 2026 to 2000. On six metrics, from P/E ratios to profitability, the comparison mostly fails. Here is the one place it does hold.60x vs 23x
- 002The IMF Warned on AI Valuations. The Optimists AnsweredThe IMF flagged correction risk in AI-exporting economies. Supporters argue compute scarcity makes the spending rational. Both cases, and what would settle it.Jul 2026