Clouded Judgement

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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Highlight of the Week - [xx] xx…
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Jamin Ball
1
November 2023
Clouded Judgement 11.24.23 - Happy Thanksgiving!
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Happy Thanksgiving! I’ll be back next…
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Jamin Ball
1
Clouded Judgement 11.17.23 - Inflation Comes in Light
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Inflation Update This week software…
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Jamin Ball
1
Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! OpenAI Updates OpenAI had their big…
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Jamin Ball
2
Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Earnings Season Kicks Off Without Any…
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Jamin Ball
October 2023
Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Cloud Giants Report Q3 ‘23 Not a…
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Jamin Ball
2
Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! 10Y Keeps Climbing The 10Y hit 5…
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Jamin Ball
1
Clouded Judgement 10.13.23 - 2024 Budget Expectations
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! August Inflation Update We got August…
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Jamin Ball
2
Clouded Judgement 10.6.23 - Fed Projections
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Implied Fed Funds Rate The 10Y got up…
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Jamin Ball
September 2023
Clouded Judgement 9.29.23 - Rates Keep Going Up
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Rates Keep Going Up Rates continue to…
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Jamin Ball
2
Clouded Judgement 9.22.23 - What's Going On With Interest Rates?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Rates! Rates! Rates! This week was…
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Jamin Ball
1
Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg
Please note this is a repost from Altimeter’s LinkedIn. You can find the original post here Today we’re very excited to announce our partnership and…
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Jamin Ball
2
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