Clouded Judgement
Jamin BallWeekly data driven analysis of SaaS companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 375 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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cloudedjudgement.substack.comLatest Issues
Clouded Judgement 5.22.26 - The Neocloud Boom
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 Neocloud Boom
** Caveat — This post is not a recommendation on current Neocloud stocks, or commentary on...
Clouded Judgement 5.15.26 - The Real App Store Opportunity
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 Real App Store Opportunity
Last October I wrote a piece saying OpenAI had their “App Store” moment after...
Clouded Judgement 5.8.26 - When Machines Out-Eat Humans
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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When Machines Out-Eat Humans
Fun post this week. I want to write about my own (newly formed) definition of A...
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...
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Venture Capitalist investing in enterprise software businesses
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