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Jessica Davis: How AI Usage Models Are Disrupting MSP Revenue Predictability
Jessica Davis: How AI Usage Models Are Disrupting MSP Revenue Predictability

Episode 2021

The central structural shift addressed is the fracture of the longstanding per-user, per-month MSP pricing model due to AI-enabled consumption-based …

3 months ago

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Platform Vendors Now Dictate Which AI Agents Can Buy from Your Clients’ Sites
Platform Vendors Now Dictate Which AI Agents Can Buy from Your Clients’ Sites

Episode 2020

The episode highlights a structural shift in web traffic patterns: machine-driven activity, particularly from AI agents, now makes up the majority of…

3 months ago

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Microsoft Patch Volumes and AI Shifts Deliver More Work, Less Margin for MSPs
Microsoft Patch Volumes and AI Shifts Deliver More Work, Less Margin for MSPs

Episode 2019

The dominant structural mechanism highlighted in this episode is the compounding effect of ungoverned AI adoption and accelerated patch cycles, which…

3 months ago

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Justin Fox on How ValorC3 Adapted to Broadcom’s VMware Licensing Deadline
Justin Fox on How ValorC3 Adapted to Broadcom’s VMware Licensing Deadline

Episode 2018

The episode reveals infrastructure dependence and vendor consolidation risks in the IT channel, illustrated by Broadcom’s abrupt closure of the VMwar…

3 months ago

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Operator Implications of Cloud Scarcity: Why AI Spending Now Demands Active Monitoring
Operator Implications of Cloud Scarcity: Why AI Spending Now Demands Active Monitoring

Episode 2017

The dominant structural shift highlighted is the migration from flat-rate software subscriptions to usage-based billing models within AI and cloud se…

3 months, 1 week ago

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AI Adoption Shifts Costs to Individual Level: Seth Robinson
AI Adoption Shifts Costs to Individual Level: Seth Robinson

Episode 2016

The episode identifies a significant structural shift in the technology sector where the adoption of AI is increasingly shifting costs and accountabi…

3 months, 1 week ago

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Why Security Work is Now Free for MSPs: Automation and Commoditization
Why Security Work is Now Free for MSPs: Automation and Commoditization

Episode 2015

The dominant structural shift in the cybersecurity market is the relocation of value from security work to financial consequence management, driven b…

3 months, 1 week ago

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AI Capability vs. Accountability: Who Owns the Harness?
AI Capability vs. Accountability: Who Owns the Harness?

Episode 2014

The episode reveals a fundamental structural shift in AI deployment: the deliberate decoupling of powerful AI capabilities from accountability and hu…

3 months, 1 week ago

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Closing the Gap Between Finding M365 Problems and Actually Fixing Them, with Nick Ross of Cloud Capsule
Closing the Gap Between Finding M365 Problems and Actually Fixing Them, with Nick Ross of Cloud Capsule

Episode 2013

Most MSPs can already tell you which of their clients' Microsoft 365 environments are misconfigured. The harder question is why so few get fixed — an…

3 months, 1 week ago

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IBM’s $70B Signal: AI Spend Reshuffles IT Budgets, Exposing MSP Revenue Risk
IBM’s $70B Signal: AI Spend Reshuffles IT Budgets, Exposing MSP Revenue Risk

Episode 2012

The core structural shift identified is budget reallocation within technology spending, as funds are redirected from legacy software, hardware refres…

3 months, 2 weeks ago

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