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Market

Chips, capital, and infrastructure economics: the layer under everything. GPU supply, hyperscaler spending, and AI cost structures flow directly into what cloud AI costs to resell and run. When this beat moves, every AI invoice eventually moves with it.

Market · 2 stories this edition Ed. 029

Market

EFN · Oct 6

Norway's largest bank DNB is cutting about 400 tech roles after rolling out AI agents

DNB said it will cut about 400 full-time positions in its Technology and Services unit, with the reductions completed in the fourth quarter of 2026. The bank said it has introduced agentic AI in customer data handling, know-your-customer work, technology development and programming. Chief executive Kjerstin Braathen said AI is changing how the bank works and delivers services, and that it is seeing significant efficiency gains.

▸ The MSP Angle

Which back-office jobs are AI agents actually taking over?

The pattern here is repeatable, rule-heavy work with clear checks: verifying customer data, compliance reviews and routine coding tasks. Those exist in small accounting, legal and financial firms too, so map a client's highest-volume checks and paperwork before pitching agents in general. Position the outcome as capacity the client can redeploy, since most small firms are trying to grow without hiring rather than cut staff.

Read at EFN ↗

Market

HubSpot SEC filing · Oct 6

HubSpot is cutting about 660 jobs as it moves from selling software to selling AI outcomes

HubSpot told staff it will cut about 7% of its workforce, nearly 660 people, as it shifts from building software that helps customers grow to delivering outcomes for them with AI. Product teams will be organized around customer outcomes such as generating demand and winning deals rather than products and features, with fewer management layers. Chief executive Yamini Rangan wrote that the cuts are not driven by AI-related efficiencies.

▸ The MSP Angle

What does outcome-based selling mean for MSPs selling AI?

Software vendors are repackaging around results, so clients will increasingly compare your AI services on outcomes such as tickets resolved or hours returned rather than seats or tools. Pick one or two measurable outcomes per service, report them monthly and build pricing around them where you can. Expect vendor product lines and contacts to shift during reorganizations like this one, and check that the tools you resell still have a clear owner.

Read at HubSpot SEC filing ↗

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