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MIT
Every piece of Zan Digital analysis that covers MIT — 11 pieces, each figure traced to a named source.
- 001AI Capex Is in the GDP Data. The Payoff Is NotAI investment drove 39% of US GDP growth in early 2025. The productivity return has not arrived. Whether that is a lag or an absence, and how to tell.39%
- 002Dot-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
- 003GenAI ROI: Why 95% of Pilots Show No Return, and Who DoesMIT found 95% of GenAI pilots show no measurable P&L return. What the 5% did differently, where the money is really being made, and how to measure your own.95%
- 004The 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
- 005AI Moats in 2026: Integration Depth Beats Model DepthThe top 4 AI labs sit within 25 Elo points of each other. Model quality no longer separates products. Integration depth does, and here is the evidence.25 Elo
- 006Seat Compression: When Success Destroys Your RevenuePer-seat pricing fell to roughly 15% of the SaaS market. If your product reduces headcount, it reduces your revenue. The trap, and the four ways out.~15%
- 007Open 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%
- 008AI Proof of Concept to Production: 8 Tests to Run FirstDeloitte reports 38% of organisations piloting agentic AI and 11% running it in production. Here are 8 production-shaped tests that close that gap.11%
- 009Scaling AI Agents: What the 25% Did DifferentlyOnly 25% of organisations moved 40% or more of their AI pilots into production. Deloitte, McKinsey and BCG agree on what that minority did differently.25%
- 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
- 011Product 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%