Clouded Judgement

Finance, strategy, metrics, investing, and philosophy.

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger and Tom Dotan.

Data-driven deep dives on travel, delivery, marketplaces, and enterprise software from unit economics to dilution. Plus how agentic AI reshapes distribution, loyalty, and advertising moats.

Learn About End-To-End Data Flows (Data Engineering, MLOps, and Data Science)

Podcast & Posts on founders, investors, and products operating On The Frontier of innovation

enterprise news and commentary, recent fundings and exits, and resources to help you conquer all things enterprise software.

A newsletter for current and aspiring CFOs. SaaS Metrics, Go to Market Strategy, and Capital Market insights (you can actually understand).

A weekly Substack on data and technology, with some occasional conversations about culture, sports, and politics.

The internet's most useful articles on analytics engineering and its adjacent ecosystem. Curated with ❤️ by Tristan Handy.

Essential insights for founders and practitioners navigating the data and infrastructure software landscape.

PLG + Agents. The best founders, startups, strategies, metrics and community.

Insights and analysis to successfully compete and invest in the Enterprise SaaS market. Join top SaaS founders, VCs, and investors.