Archive - Clouded Judgement

June 2025

Clouded Judgement 6.27.25 - New Rules For a New Game

Every week I’ll provide updates on the latest trends in cloud software companies.

Jun 27 •

Clouded Judgement 6.20.25 - The Dropping Cost of Intelligence

Every week I’ll provide updates on the latest trends in cloud software companies.

Jun 20 •

A Look Back at Q1 '25 Public Cloud Software Earnings

Q1 ‘25 earnings season for cloud businesses is now behind us.

Jun 17 •

Clouded Judgement 6.13.25 - The Battle for Data Ownership

Every week I’ll provide updates on the latest trends in cloud software companies.

Jun 13 •

Clouded Judgement 6.6.25 - How to Spot ERR

Every week I’ll provide updates on the latest trends in cloud software companies.

Jun 6 •

May 2025

Clouded Judgement 5.30.25 - Moats in the Age of AI

Every week I’ll provide updates on the latest trends in cloud software companies.

May 30 •

Clouded Judgement 5.23.25 - AI Grows the Size of the Prize

Every week I’ll provide updates on the latest trends in cloud software companies.

May 23 •

Clouded Judgement 5.16.25 - Net New ARR Trends

Every week I’ll provide updates on the latest trends in cloud software companies.

May 16 •

Clouded Judgement 5.9.25 - M&A Sweet Spot

Every week I’ll provide updates on the latest trends in cloud software companies.

May 9 •

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