Archive - Clouded Judgement

Clouded Judgement 11.20.25 - The AI Platform Wars

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

10 hrs ago •

Clouded Judgement 11.14.25 - The AI Factory

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

Nov 14 •

Clouded Judgement 11.7.25 - Market Cycles

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

Nov 7 •

October 2025

Clouded Judgement 10.31.25 - Cloud Giants Report Q3

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

Oct 31 •

Clouded Judgement 10.24.25 - Long Live Benchmarks

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

Oct 24 •

Clouded Judgement 10.17.25 - From Data Quantity to Data Quality

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

Oct 17 •

Clouded Judgement 10.10.25 - The ChatGPT App Store Moment

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

Oct 10 •

Clouded Judgement 10.3.25 - The New RL Training Grounds

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

Oct 3 •

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 •

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