Clouded Judgement
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Clouded Judgement 7.26.24 - Big AI Week!
Every week I’ll provide updates on the latest trends in cloud software companies.
20 hrs ago
•
Jamin Ball
25
Share this post
Clouded Judgement 7.26.24 - Big AI Week!
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
Clouded Judgement 7.19.24 - Big Tech Rotation
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Big Tech Rotation For the last 18…
Jul 19
•
Jamin Ball
38
Share this post
Clouded Judgement 7.19.24 - Big Tech Rotation
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
The Fourth Industrial Revolution: The Intelligence Revolution
The Data Center’s Role in Enabling the Intelligence Revolution
Jul 17
•
Jamin Ball
56
Share this post
The Fourth Industrial Revolution: The Intelligence Revolution
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
4
OneStream: Benchmarking the S1 Data
Recently OneStream their initial S1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange…
Jul 16
•
Jamin Ball
28
Share this post
OneStream: Benchmarking the S1 Data
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
Clouded Judgement 7.12.24 - The Red Queen Effect
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! The Red Queen Effect I strongly…
Jul 12
•
Jamin Ball
30
Share this post
Clouded Judgement 7.12.24 - The Red Queen Effect
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
Clouded Judgement 7.5.24 - Declining Growth
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Happy 4th! Declining Growth Everyone…
Jul 5
•
Jamin Ball
31
Share this post
Clouded Judgement 7.5.24 - Declining Growth
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
2
June 2024
Clouded Judgement 6.28.24 - Can Subscale Software Companies Go Public?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Can Subscale Software Companies Go…
Jun 28
•
Jamin Ball
32
Share this post
Clouded Judgement 6.28.24 - Can Subscale Software Companies Go Public?
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
Clouded Judgement 6.21.24 - What it Takes to Be Valued at >10x Rev
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! What It Takes For A Premium Multiple…
Jun 21
•
Jamin Ball
32
Share this post
Clouded Judgement 6.21.24 - What it Takes to Be Valued at >10x Rev
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
A Look Back at Q1 '24 Public Cloud Software Earnings
Q1 earnings season for cloud businesses is now behind us. The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still…
Jun 19
•
Jamin Ball
43
Share this post
A Look Back at Q1 '24 Public Cloud Software Earnings
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
6
Clouded Judgement 6.14.24 - Is Seat Based Pricing Dead?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Is Seat Based Pricing Dead? If AI…
Jun 14
•
Jamin Ball
63
Share this post
Clouded Judgement 6.14.24 - Is Seat Based Pricing Dead?
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
9
Clouded Judgement 6.7.24 - Bifurcating Budgets
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Budgets are Bifurcating Last week I…
Jun 7
•
Jamin Ball
36
Share this post
Clouded Judgement 6.7.24 - Bifurcating Budgets
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
11
May 2024
Clouded Judgement 5.31.24 - Software Sentiment Crumbles
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Software Sentiment Software sentiment…
May 31
•
Jamin Ball
45
Share this post
Clouded Judgement 5.31.24 - Software Sentiment Crumbles
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
4
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts