Archive - Clouded Judgement

September 2025

Navan: Benchmarking the S-1 Data

Recently Navan their initial S-1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like…

Sep 30 •

Clouded Judgement 9.26.25 - Easy Come, Easy Go?

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

Sep 26 •

Clouded Judgement 9.19.25 - The AI Shift: Static Software vs. Living AI Systems

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

Sep 19 •

Clouded Judgement 9.12.25 - Strong Q2 Earnings

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

Sep 12 •

Clouded Judgement 9.5.25 - Second Mover Advantage

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

Sep 5 •

August 2025

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