Episode 215 - How Power, Policy, and Private Equity Are Shaping the Future of IT Services

Welcome to episode 215 of the Killing IT Podcast! In this lively installment, hosts Karl Palachuk, Dave Sobel, and Ryan Morris kick off the new year by comparing winter experiences across the country—from sunny California to snow-blocked Virginia and the mild slopes of Utah.

The conversation quickly shifts gears to tackle some of the biggest challenges—and opportunities—facing IT businesses today. The trio dives deep into the global arms race for electricity, highlighting China's explosive growth in energy capacity and exploring what it means for data centers, AI, quantum computing, and the MSP landscape. They emphasize that reliable power isn’t just a utility, but the lifeblood of all technological progress.

The hosts then dissect major investments in AI within the IT services industry, focusing on the partnership between Thrive Holdings, Shield Technology Partners, and OpenAI. Will the influx of capital and the hands-on involvement of OpenAI engineers reshape managed services—or disrupt the competitive landscape for smaller providers?

Finally, the conversation turns to the hot topic of AI-driven software development and its impact on the traditional software industry. Is it hype, a genuine threat, or a new era of innovation? Dave, Ryan, and Karl share strong opinions on whether AI will augment or replace human developers, and what that means for both market leaders and scrappy startups.

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