Clouded Judgement

Clouded Judgement 1.16.26 - Platform of Platforms

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

Jan 16 • Jamin Ball

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Clouded Judgement 1.9.26 - The Education Advantage in AI

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

Jan 9 • Jamin Ball

21

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Clouded Judgement 1.2.26 - Authority Is the AI Bottleneck

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

Jan 2 • Jamin Ball

41

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December 2025

Clouded Judgement 12.26.25 - Exuberance Returning

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

Dec 26, 2025 • Jamin Ball

29

1

Clouded Judgement 12.19.25 - The System of Record's Front Door

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

Dec 19, 2025 • Jamin Ball

58

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Clouded Judgement 12.12.25 - Long Live Systems of Record

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

Dec 12, 2025 • Jamin Ball

187

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Clouded Judgement 12.5.25 - Monopoly Money

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

Dec 5, 2025 • Jamin Ball

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3

November 2025

Clouded Judgement 11.28.25 - Q3 Earnings Check In

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

Nov 28, 2025 • Jamin Ball

13

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Clouded Judgement 11.20.25 - The AI Platform Wars

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

Nov 21, 2025 • Jamin Ball

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Clouded Judgement 11.14.25 - The AI Factory

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

Nov 14, 2025 • Jamin Ball

23

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Clouded Judgement 11.7.25 - Market Cycles

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

Nov 7, 2025 • Jamin Ball

29

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October 2025

Clouded Judgement 10.31.25 - Cloud Giants Report Q3

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

Oct 31, 2025 • Jamin Ball

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