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Artwork for Clouded Judgement

Clouded Judgement

Jamin Ball

Weekly data driven analysis of SaaS companies

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues288SubscribersRead cloudedjudgement.substack.com

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#27

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

4 days ago
18
2

Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

11 days ago
29
1

Clouded Judgement 10.25.24 - Misaligned Incentives

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

18 days ago
65
2

Clouded Judgement 10.18.24 - From Systems of Record to Systems of Intelligence

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

25 days ago
32
3

Authors

The writers behind this newsletter.

  • Jamin Ball

    Venture Capitalist investing in enterprise software businesses

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