Clouded Judgement
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Clouded Judgement 9.5.25 - Second Mover Advantage
Every week I’ll provide updates on the latest trends in cloud software companies.
Sep 5
•
Jamin Ball
37
1
August 2025
Clouded Judgement 8.29.25 - The AI Innovators Dilemma
Every week I’ll provide updates on the latest trends in cloud software companies.
Aug 29
•
Jamin Ball
38
Clouded Judgement 8.22.25 - Workflows Are the New Databases
Every week I’ll provide updates on the latest trends in cloud software companies.
Aug 22
•
Jamin Ball
52
10
Clouded Judgement 8.15.25 - The Return of Software
Every week I’ll provide updates on the latest trends in cloud software companies.
Aug 15
•
Jamin Ball
48
2
Clouded Judgement 8.8.25 - Earnings Season Starts Strong
Every week I’ll provide updates on the latest trends in cloud software companies.
Aug 8
•
Jamin Ball
33
3
Clouded Judgement 8.1.25 - The AI Operating Model
Every week I’ll provide updates on the latest trends in cloud software companies.
Aug 1
•
Jamin Ball
41
1
July 2025
Clouded Judgement 7.25.25 - TAMs Lie
Every week I’ll provide updates on the latest trends in cloud software companies.
Jul 25
•
Jamin Ball
47
1
Clouded Judgement 7.18.25 - The Return of the Point Solution
Every week I’ll provide updates on the latest trends in cloud software companies.
Jul 18
•
Jamin Ball
59
2
Clouded Judgement 7.11.25 - Market Musings
Every week I’ll provide updates on the latest trends in cloud software companies.
Jul 11
•
Jamin Ball
35
1
Clouded Judgement 7.4.25 - Happy 4th!
Every week I’ll provide updates on the latest trends in cloud software companies.
Jul 4
•
Jamin Ball
26
Figma - Benchmarking the S1 Data
Yesterday Figma filed their initial Form S-1 statement. I wrote about Figma back in Feb ‘21 for those looking for a more detailed breakdown of what the…
Jul 2
•
Jamin Ball
64
4
June 2025
Clouded Judgement 6.27.25 - New Rules For a New Game
Every week I’ll provide updates on the latest trends in cloud software companies.
Jun 27
•
Jamin Ball
43
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