Archive - Clouded Judgement

November 2024

Clouded Judgement 11.29.24 - Big Tech Strength

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

Nov 29 •

Clouded Judgement 11.22.24 - Is Software Back?

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

Nov 22 •

ServiceTitan: Benchmarking the S1 Data

Today ServiceTitan filed their initial S1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an…

Nov 18 •

Clouded Judgement 11.14.24 - Market Tipping to Growth

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

Nov 15 •

Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update

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

Nov 8 •

Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

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

Nov 1 •

October 2024

Clouded Judgement 10.25.24 - Misaligned Incentives

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

Oct 25 •

Clouded Judgement 10.18.24 - From Systems of Record to Systems of Intelligence

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

Oct 18 •

Clouded Judgement 10.11.24 - Budget Flush

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

Oct 11 •

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