Clouded Judgement
Jamin BallWeekly data driven analysis of SaaS companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 378 | Founded | 6 years ago | Last Issue | 11 days ago |
| Active | |||||
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cloudedjudgement.substack.comLatest Issues
Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era
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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Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era
Back in December I wrote about t...
Clouded Judgement 6.5.26 - Where Are the American Open Source Models?
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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Where Are the American Open Source Models?
I’ve been investing in open source companies for nearly my entire...
Clouded Judgement 5.29.26 - The Second Life of a GPU
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 Second Life of a GPU
Last week I wrote a post on the opportunity for Neoclouds. At the end I teased out...
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...
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Venture Capitalist investing in enterprise software businesses
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