Clouded Judgement
Jamin BallWeekly data driven analysis of AI and software companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 390 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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cloudedjudgement.substack.comLatest Issues
Clouded Judgement 9.4.26 - Recurrent Depth
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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Recurrent Depth
This week we got a peak into OpenAIs new model Astra. I thought this was an important model...
Clouded Judgement - 8.28.26 - Zero Data Retention
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 Data Retention
FT recently dropped an article showing the spend split between different Anthropic model...
Clouded Judgement 8.21.26 - What Could Go Right?
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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What Could Go Right?
Whenever I’m thinking about making a private investment there’s (broadly) a couple main...
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...
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Venture Capitalist investing in enterprise software businesses
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