Archive - Clouded Judgement

Clouded Judgement 10.4.24 - Voice: The Next Computing Paradigm

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

Oct 4 •

A Look Back at Q2 '24 Public Cloud Software Earnings

Q2 earnings season for cloud businesses is now behind us.

Oct 3 •

September 2024

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

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

Sep 27 •

Clouded Judgement 9.20.24 - Rate Cuts Begin!

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

Sep 20 •

Clouded Judgement 9.13.24 - 2024 Estimates

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

Sep 13 •

Clouded Judgement 9.6.24 - King Making

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

Sep 6 •

August 2024

Clouded Judgement 8.30.24 - Incrementalism vs Transformative Leaps

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

Aug 30 •

Clouded Judgement 8.23.24 - Don't Wait

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

Aug 23 •

Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation

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

Aug 16 •

Clouded Judgement 8.9.24 - Zombies

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

Aug 9 •

Clouded Judgement 8.2.24 - Uncertainty Everywhere

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

Aug 2 •

July 2024

Clouded Judgement 7.26.24 - Big AI Week!

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

Jul 26 •

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