Clouded Judgement
Jamin BallWeekly data driven analysis of SaaS companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 372 | Founded | 6 years ago | Last Issue | 12 days ago |
| Active | |||||
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cloudedjudgement.substack.comLatest Issues
Clouded Judgement 5.1.26 - The Death of Per-Seat Pricing?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!
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The Death of Per-Seat Pricing?
All three Hyperscalers (Amazon, Google, Microsoft) reported earnings this wee...
Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!
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The Impending Employment Explosion
I’m a perpetual optimist. It’s hard for me to see the world through any o...
Clouded Judgement 4.17.26 - Rising Tide, Hidden Risk
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!
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I have two topics I want to write about today:
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Are we in an “over earning” period in AI
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Follow up...
Clouded Judgement 4.10.26 - Long Live the Harness (Wrapper?) !
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!
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Long Live the Harness (Wrapper?) !
In the early days of AI, we saw the rise of “GPT Wrappers.” Companies tha...
Clouded Judgement 4.3.26 - Zero Knowledge, Maximum Trust
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!
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Zero Knowledge, Maximum Trust
What a week for security breaches... Claude Code source code leaked via a misc...
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Venture Capitalist investing in enterprise software businesses
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