Archives

Not the TokensHere’s a set of numbers that look like ordinary business-page noise — until you...

The Turn-OffHere’s something showing up across a string of unrelated surveys, all pointing the same direction....

A structural repricing of memory and silicon components is forcing a shift in the economics of...

Vendor channel consolidation, specifically through peer and family-owned acquisitions, is driving a fundamental shift in the...

The episode highlights a structural shift in IT and security governance driven by the proliferation of...

Vendor channel consolidation, specifically through peer and family-owned acquisitions, is driving a fundamental shift in the...

The episode reveals a structural shift where “AI powered” has moved from a selling point to...

The episode centers on persistent margin pressure and operational discipline as the dominant structural mechanisms in...

Bigger Platforms, Unwatched AITwo sets of numbers moved across the channel, and on the surface they...

The core structural shift highlighted in this episode is the commoditization of AI model platforms and...

Switched OffHere’s a pairing that almost nobody put side by side. Start with Anthropic. The company...

A pronounced infrastructure dependence on third-party AI models has emerged across the MSP ecosystem, largely due...

The episode highlights a structural shift from automation that suggests actions to automation that executes actions...

Manufactured UrgencyTwo things were moving across the channel this week, and at first they look like...

The episode highlights a structural shift from automation that suggests actions to automation that executes actions...

Vendors supplying AI-driven technologies are experiencing sustained margin pressure from high operational costs and underwhelming business-level...

Vendor channel consolidation continues to restructure the MSP landscape, with private equity-backed rollups driving both market...

Channel AI ShiftThe channel stack moved — at the distribution layer, at the platform layer, and...

Platform vendors are transferring liability and delivery responsibility for AI services onto MSPs by building structured...

ConnectWise RebuildsStart with ConnectWise. The company announced that it is dismantling Asio — the platform it...