Archive - Clouded Judgement

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 •

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 •

Clouded Judgement 7.11.25 - Market Musings

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

Jul 11 •

Clouded Judgement 7.4.25 - Happy 4th!

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

Jul 4 •

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 •

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 •

Clouded Judgement 6.20.25 - The Dropping Cost of Intelligence

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

Jun 20 •

A Look Back at Q1 '25 Public Cloud Software Earnings

Q1 ‘25 earnings season for cloud businesses is now behind us.

Jun 17 •

Clouded Judgement 6.13.25 - The Battle for Data Ownership

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

Jun 13 •

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