Archive - Clouded Judgement

Clouded Judgement 8.14.26 - Useful Life

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

Aug 14 • Jamin Ball

Clouded Judgement 8.7.26 - Custom Tokens

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

Aug 7 • Jamin Ball

July 2026

Clouded Judgement 7.31.26 - AWS CapEx ROI

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

Jul 31 • Jamin Ball

Clouded Judgement 7.24.26 - The World Isn’t Zero Sum

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

Jul 24 • Jamin Ball

Clouded Judgement 7.17.26 - Open Weights, Closed Prices?

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

Jul 17 • Jamin Ball

Clouded Judgement 7.10.26 - Own Your Weights

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

Jul 10 • Jamin Ball

Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast

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

Jul 3 • Jamin Ball

June 2026

Clouded Judgement 6.26.26 - Time to Power

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

Jun 26 • Jamin Ball

Clouded Judgement 6.19.26 - Workflows are King

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

Jun 19 • Jamin Ball

Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era

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

Jun 12 • Jamin Ball

Clouded Judgement 6.5.26 - Where Are the American Open Source Models?

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

Jun 5 • Jamin Ball

May 2026

Clouded Judgement 5.29.26 - The Second Life of a GPU

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

May 29 • Jamin Ball

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