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Meta
Every piece of Zan Digital analysis that covers Meta — 17 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
- 002GPU 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
- 003SaaS Multiples in an AI Capex Slowdown: 3 ScenariosAI capex adds roughly 140 basis points to US growth in 2026. A slowdown would lift SaaS multiples on one side and crush them on the other. Three scenarios.140bp
- 004The $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
- 005AI 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
- 006Open Weights in Production: Qwen, DeepSeek, Llama, GLMChinese models take 61% of OpenRouter tokens and about 1% of enterprise LLM spend. Comparing Qwen, DeepSeek, Llama and GLM on quality, cost and licence.61%
- 007AI 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%
- 008AI Copyright Lawsuits: The $1.5B Repricing of Training DataAnthropic paid $1.5 billion, about $3,000 a book, to settle. Here is what the live AI copyright cases could do to model economics and licensing prices.$1.5B
- 009EU AI Act Transparency Rules: The 2 August ChecklistArticle 50 transparency duties applied from 2 August 2026, with fines to €15M or 3% of turnover. Only 9 of 27 member states have both enforcers named.€15M or 3%
- 010Open Source AI Licence: The 4 Clauses Nobody ReadsMost open weight models are not open source. 4 clause types decide commercial use, from Llama's 700 million user cap to terms you must pass downstream.700M
- 011Prompt Injection: 12 Defences Broken Above 90%Researchers broke 12 published prompt injection defences with attack success above 90%. Why the SQL injection fix has no equivalent, and what actually works.Above 90%
- 012AI Engineer Salary 2026: Compression Is the Wrong WordPwC measures a 62% wage premium on AI job ads while payroll data shows base pay barely moved. Here is what AI engineer salary spread really looks like.62%
- 013AI Layoffs vs Overhiring: What the Hiring Data SaysAI was named in 112,713 US job cuts through July 2026, up from 54,836 in all of 2025, while total announced layoffs fell 41%. The hiring histories disagree.112,713
- 014Generative 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
- 015Remote 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
- 016Revenue Per Employee: The $2.7M Team Tripled HeadcountLovable runs about $2.7M of revenue per employee against a $141,125 private SaaS median. What AI-native team structure changes, and what it does not.$2.7M
- 017Technical Interviews When Everyone Ships With AI71% of engineering leaders say AI has made technical skills harder to assess. Portfolios and take-homes stopped signalling. Here is what replaces them.71%