Zan Digital › Companies
MIT
Every piece of Zan Digital analysis that covers MIT — 6 pieces, each figure traced to a named source.
- 001AI Spending Is Enormous. GDP Has Not Noticed YetMultiple analyses report no measurable AI contribution to US GDP growth so far. Whether that is a measurement lag or an absence of return, and how to tell.Zero
- 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%