Clouded Judgement
Jamin BallWeekly data driven analysis of AI and software companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 387 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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cloudedjudgement.substack.comLatest Issues
Clouded Judgement 8.14.26 - Useful Life
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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Useful Life
A few weeks ago I wrote an article “The Second Life of a GPU.” In that post I discussed a (hypot...
Clouded Judgement 8.7.26 - Custom Tokens
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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Custom Tokens
I strongly believe there will be 3, very large, markets that emerge in the “model / token” mar...
Clouded Judgement 7.31.26 - AWS CapEx ROI
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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AWS CapEx ROI
The vast majority of earnings calls from public companies are pretty boring. But every now and...
Clouded Judgement 7.24.26 - The World Isn’t Zero Sum
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 World Isn’t Zero Sum
I debated the title for this article a lot. The other option was “The World Isn’t B...
Clouded Judgement 7.17.26 - Open Weights, Closed Prices?
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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Open Weights, Closed Prices?
There’s a new open weights model out this week many are talking about - Kimi K3...
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Venture Capitalist investing in enterprise software businesses
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