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Artwork for Clouded Judgement

Clouded Judgement

Jamin Ball

Weekly data driven analysis of SaaS companies

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues288SubscribersRead cloudedjudgement.substack.com

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#24

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

13 days ago
18
2

Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

20 days ago
29
1

Clouded Judgement 10.25.24 - Misaligned Incentives

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

a month ago
65
2

Clouded Judgement 10.18.24 - From Systems of Record to Systems of Intelligence

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

a month ago
32
3

Authors

The writers behind this newsletter.

  • Jamin Ball

    Venture Capitalist investing in enterprise software businesses

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