Clouded Judgement

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Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! We’re through Q1 ‘23, and just like…
Jamin Ball
1
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Fed Update This week the Fed hiked…
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2
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! What Happened at SVB? I want to start…
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5
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Consumption Chart Last week I talked…
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3
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Consumption Thoughts We’re really…
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5

February 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Is “The Consumer” Really Strong? This…
Jamin Ball
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! No Landing Last week I talked about…
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2
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Hard Landing? Soft Landing? No…
Jamin Ball
1
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Thoughts on a Wild Start of the Year…
Jamin Ball
2

January 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Azure (Microsoft) Quarter The week…
Jamin Ball
1
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Belt Tightening Double Whammy Had an…
Jamin Ball
3
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! CPI Update December CPI figures came…
Jamin Ball
1
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