Clouded Judgement
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Clouded Judgement 7.4.25 - Happy 4th!
Every week I’ll provide updates on the latest trends in cloud software companies.
Jul 4
•
Jamin Ball
23
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Clouded Judgement 7.4.25 - Happy 4th!
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Figma - Benchmarking the S1 Data
Yesterday Figma filed their initial Form S-1 statement. I wrote about Figma back in Feb ‘21 for those looking for a more detailed breakdown of what the…
Jul 2
•
Jamin Ball
55
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Figma - Benchmarking the S1 Data
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4
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
•
Jamin Ball
42
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Clouded Judgement 6.27.25 - New Rules For a New Game
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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
•
Jamin Ball
27
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Clouded Judgement 6.20.25 - The Dropping Cost of Intelligence
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A Look Back at Q1 '25 Public Cloud Software Earnings
Q1 ‘25 earnings season for cloud businesses is now behind us.
Jun 17
•
Jamin Ball
54
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A Look Back at Q1 '25 Public Cloud Software Earnings
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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
•
Jamin Ball
36
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Clouded Judgement 6.13.25 - The Battle for Data Ownership
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5
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
•
Jamin Ball
26
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Clouded Judgement 6.6.25 - How to Spot ERR
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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
•
Jamin Ball
40
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Clouded Judgement 5.30.25 - Moats in the Age of AI
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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
•
Jamin Ball
10
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Clouded Judgement 5.23.25 - AI Grows the Size of the Prize
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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
•
Jamin Ball
23
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Clouded Judgement 5.16.25 - Net New ARR Trends
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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
•
Jamin Ball
18
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Clouded Judgement 5.9.25 - M&A Sweet Spot
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Clouded Judgement 5.2.25 - Cloud Giants Report Q1 '25
Every week I’ll provide updates on the latest trends in cloud software companies.
May 2
•
Jamin Ball
23
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Clouded Judgement
Clouded Judgement 5.2.25 - Cloud Giants Report Q1 '25
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