Clouded Judgement

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The Fourth Industrial Revolution: The Intelligence Revolution
The Data Center’s Role in Enabling the Intelligence Revolution
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Jamin Ball
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Clouded Judgement 7.26.24 - Big AI Week!
Every week I’ll provide updates on the latest trends in cloud software companies.
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Jamin Ball
Clouded Judgement 7.19.24 - Big Tech Rotation
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Big Tech Rotation For the last 18…
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Jamin Ball
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OneStream: Benchmarking the S1 Data
Recently OneStream their initial S1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange…
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Jamin Ball
Clouded Judgement 7.12.24 - The Red Queen Effect
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! The Red Queen Effect I strongly…
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Jamin Ball
1
Clouded Judgement 7.5.24 - Declining Growth
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Happy 4th! Declining Growth Everyone…
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Jamin Ball
2
Clouded Judgement 6.28.24 - Can Subscale Software Companies Go Public?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Can Subscale Software Companies Go…
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Jamin Ball
Clouded Judgement 6.21.24 - What it Takes to Be Valued at >10x Rev
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! What It Takes For A Premium Multiple…
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Jamin Ball
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Clouded Judgement
Clouded Judgement
Weekly data driven analysis of SaaS companies
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