Kaseya’s AI claims , OpenAI’s trillion-dollar risk , The rise of AI infrastructure by @Big Pond Podcasts

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Kaseya made headlines at DattoCon by announcing its shift to becoming an “AI-first” company, highlighted by its acquisition of INKY, a generative AI email security provider. Alongside this, the company unveiled new Datto products and teased its upcoming Cyber Resiliency Platform for 2026. While Kaseya’s vision of unified, intelligent automation sounds ambitious, many managed service providers (MSPs) remain skeptical, wanting to see real product integration rather than marketing promises.

AI’s impact on the workforce also dominated discussion, with reports showing that one in seven U.S. jobs faces automation risk. However, experts emphasize that AI isn’t eliminating jobs—it’s transforming them. The real challenge for businesses lies in broken workflows and poor operational readiness, not the technology itself. For MSPs, this creates a new opportunity to help organizations document processes, integrate AI effectively, and deliver measurable ROI.

Meanwhile, OpenAI’s trillion-dollar compute deals with major tech firms reveal the escalating financial pressure behind the AI race. Despite massive commitments with Nvidia, AMD, and Oracle, analysts question the sustainability of such spending as compute costs surge. This “AI bubble” highlights that power and price, not innovation, may soon be the industry’s greatest constraints, pushing businesses toward efficiency and smarter workloads.

Finally, companies like Snowflake, IBM, Otter.ai, and Google are leading the next evolution of AI—turning it into infrastructure. From data management and cost-efficient models to meeting automation and browser-based AI agents, these developments mark the shift from experimentation to real-world integration. The emerging “intelligence layer” means that AI will soon underpin how services, systems, and workflows connect, defining the next frontier for MSPs and tech providers alike.

Four things to know today

00:00 At DattoCon, Kaseya Sells an AI Future — But MSPs Want Proof, Not Promises

04:19 AI Isn’t Taking Jobs — It’s Exposing Broken Workflows and Creating a New Service Market

06:41 AI’s Real Risk: Not Job Loss, But Business Disorganization and Soaring Compute Costs

08:42 The Intelligence Layer Emerges: Snowflake, IBM, Otter, and Google Show How AI Becomes Infrastructure

This is the Business of Tech.

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