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Clouded Judgement 11.14.24 - Market Tipping to Growth
Every week I’ll provide updates on the latest trends in cloud software companies.
12 hrs ago
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Jamin Ball
13
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Clouded Judgement 11.14.24 - Market Tipping to Growth
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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
•
Jamin Ball
22
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Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update
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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
•
Jamin Ball
31
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Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx
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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
•
Jamin Ball
73
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Clouded Judgement 10.25.24 - Misaligned Incentives
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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
•
Jamin Ball
32
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Clouded Judgement 10.18.24 - From Systems of Record to Systems of Intelligence
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Clouded Judgement 10.11.24 - Budget Flush
Every week I’ll provide updates on the latest trends in cloud software companies.
Oct 11
•
Jamin Ball
23
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Clouded Judgement 10.11.24 - Budget Flush
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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
•
Jamin Ball
17
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Clouded Judgement 10.4.24 - Voice: The Next Computing Paradigm
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A Look Back at Q2 '24 Public Cloud Software Earnings
Q2 earnings season for cloud businesses is now behind us.
Oct 3
•
Jamin Ball
30
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A Look Back at Q2 '24 Public Cloud Software Earnings
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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
•
Jamin Ball
28
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Clouded Judgement 9.27.24 - The Foundation of Foundation Models
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Clouded Judgement 9.20.24 - Rate Cuts Begin!
Every week I’ll provide updates on the latest trends in cloud software companies.
Sep 20
•
Jamin Ball
24
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Clouded Judgement 9.20.24 - Rate Cuts Begin!
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Clouded Judgement 9.13.24 - 2024 Estimates
Every week I’ll provide updates on the latest trends in cloud software companies.
Sep 13
•
Jamin Ball
17
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Clouded Judgement 9.13.24 - 2024 Estimates
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Clouded Judgement 9.6.24 - King Making
Every week I’ll provide updates on the latest trends in cloud software companies.
Sep 6
•
Jamin Ball
25
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Clouded Judgement 9.6.24 - King Making
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