Clouded Judgement

Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?

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Feb 6 • Jamin Ball

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January 2026

Clouded Judgement 1.30.26 - Software is Dead...Again!

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

Jan 30 • Jamin Ball

59

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Clouded Judgement 1.23.26 - The Year of Multi-Modal

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

Jan 23 • Jamin Ball

22

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Clouded Judgement 1.16.26 - Platform of Platforms

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

Jan 16 • Jamin Ball

28

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Clouded Judgement 1.9.26 - The Education Advantage in AI

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

Jan 9 • Jamin Ball

22

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Clouded Judgement 1.2.26 - Authority Is the AI Bottleneck

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

Jan 2 • Jamin Ball

43

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December 2025

Clouded Judgement 12.26.25 - Exuberance Returning

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

Dec 26, 2025 • Jamin Ball

30

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Clouded Judgement 12.19.25 - The System of Record's Front Door

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

Dec 19, 2025 • Jamin Ball

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Clouded Judgement 12.12.25 - Long Live Systems of Record

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

Dec 12, 2025 • Jamin Ball

210

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Clouded Judgement 12.5.25 - Monopoly Money

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

Dec 5, 2025 • Jamin Ball

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November 2025

Clouded Judgement 11.28.25 - Q3 Earnings Check In

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

Nov 28, 2025 • Jamin Ball

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Clouded Judgement 11.20.25 - The AI Platform Wars

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

Nov 21, 2025 • Jamin Ball

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