Archive - Clouded Judgement

Clouded Judgement 7.17.26 - Open Weights, Closed Prices?

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

Jul 17 • Jamin Ball

Clouded Judgement 7.10.26 - Own Your Weights

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

Jul 10 • Jamin Ball

Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast

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

Jul 3 • Jamin Ball

June 2026

Clouded Judgement 6.26.26 - Time to Power

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

Jun 26 • Jamin Ball

Clouded Judgement 6.19.26 - Workflows are King

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

Jun 19 • Jamin Ball

Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era

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

Jun 12 • Jamin Ball

Clouded Judgement 6.5.26 - Where Are the American Open Source Models?

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

Jun 5 • Jamin Ball

May 2026

Clouded Judgement 5.29.26 - The Second Life of a GPU

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

May 29 • Jamin Ball

Clouded Judgement 5.22.26 - The Neocloud Boom

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

May 22 • Jamin Ball

Clouded Judgement 5.15.26 - The Real App Store Opportunity

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

May 15 • Jamin Ball

Clouded Judgement 5.8.26 - When Machines Out-Eat Humans

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

May 8 • Jamin Ball

Clouded Judgement 5.1.26 - The Death of Per-Seat Pricing?

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

May 1 • Jamin Ball

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