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Jessica Davis on AI-Driven Pricing: How Microsoft and Kaseya Are Pressuring MSP Margins
The dominant structural shift addressed is the move of platform vendors away from competing on feature sets toward controlling the governance and billing layer that underpins managed services. This is evident in moves by Microsoft, AWS, and Kaseya, specifically with Microsoft's new licensing tier combining per-seat fees with consumption-based AI add-ons, AWS redefining managed services around agents, and Kaseya introducing action-based pricing for IT management. Analysts noted that these developments collectively place a consumption meter on previously flat-rate services, reconfiguring how…
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