Feed · Jamin Ball, Partner @ Altimeter Capital

Clouded Judgement

Partner @ Altimeter Capital

342 posts indexed5 in the last 30 daysAI (Horizontal) · Enterprise Software · AI Infrastructure · Developer ToolsVisit site ↗

Friday, 18 September 2026

1 piece

Clouded Judgement 9.18.26 - AI's Three Mile Island

AI (Horizontal) · Energy & Climate

Friday, 11 September 2026

1 piece

Clouded Judgement 9.11.26 - Paying for the Curve

AI (Horizontal) · Enterprise Software

Friday, 4 September 2026

1 piece

Clouded Judgement 9.4.26 - Recurrent Depth

AI (Horizontal) · AI Infrastructure · Developer Tools

Friday, 28 August 2026

1 piece

Clouded Judgement - 8.28.26 - Zero Data Retention

AI (Horizontal) · Enterprise Software · Data & Analytics

Friday, 21 August 2026

1 piece

Clouded Judgement 8.21.26 - What Could Go Right?

Enterprise Software · AI (Horizontal)

Friday, 14 August 2026

1 piece

Clouded Judgement 8.14.26 - Useful Life

AI (Horizontal) · AI Infrastructure · Enterprise Software

Friday, 7 August 2026

1 piece

Clouded Judgement 8.7.26 - Custom Tokens

AI (Horizontal) · AI Infrastructure · Developer Tools

Friday, 31 July 2026

1 piece

Clouded Judgement 7.31.26 - AWS CapEx ROI

Friday, 24 July 2026

1 piece

Clouded Judgement 7.24.26 - The World Isn’t Zero Sum

Friday, 17 July 2026

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Clouded Judgement 7.17.26 - Open Weights, Closed Prices?

Friday, 10 July 2026

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Clouded Judgement 7.10.26 - Own Your Weights

Friday, 3 July 2026

1 piece

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

Friday, 26 June 2026

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Clouded Judgement 6.26.26 - Time to Power

Friday, 19 June 2026

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Clouded Judgement 6.19.26 - Workflows are King

Friday, 12 June 2026

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

Friday, 5 June 2026

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

Friday, 29 May 2026

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Clouded Judgement 5.29.26 - The Second Life of a GPU

Friday, 22 May 2026

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Clouded Judgement 5.22.26 - The Neocloud Boom

Friday, 15 May 2026

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Clouded Judgement 5.14.26 - The Real App Store Opportunity

Friday, 8 May 2026

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Clouded Judgement 5.8.26 - When Machines Out-Eat Humans

Friday, 1 May 2026

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Clouded Judgement 5.1.26 - The Death of Per-Seat Pricing?

Friday, 24 April 2026

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Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion

Friday, 17 April 2026

1 piece

Clouded Judgement 4.17.26 - Rising Tide, Hidden Risk

Friday, 10 April 2026

1 piece

Clouded Judgement 4.10.26 - Long Live the Harness (Wrapper?) !

Friday, 3 April 2026

1 piece

Clouded Judgement 4.3.26 - Zero Knowledge, Maximum Trust

Friday, 27 March 2026

1 piece

Clouded Judgement 3.26.26 - Per Token Pricing

Friday, 20 March 2026

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Clouded Judgement 3.20.26 - Digital Twins

Friday, 13 March 2026

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Clouded Judgement 3.13.26 - In Defense of Model Lab Profitability

Friday, 6 March 2026

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Clouded Judgement 3.6.26 - Get in the Token Path

Friday, 27 February 2026

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Clouded Judgement 2.27.26 - The Poison of Inertia

Friday, 20 February 2026

1 piece

Clouded Judgement 2.20.26 - The SSD / Memory Reckoning

Friday, 13 February 2026

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Clouded Judgement 2.13.26 - Build vs Buy

Friday, 6 February 2026

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Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?

Friday, 30 January 2026

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Clouded Judgement 1.30.26 - Software is Dead...Again!

Friday, 23 January 2026

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Clouded Judgement 1.23.26 - The Year of Multi-Modal

Friday, 16 January 2026

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Clouded Judgement 1.16.26 - Platform of Platforms

Friday, 9 January 2026

1 piece

Clouded Judgement 1.9.26 - The Education Advantage in AI

Friday, 2 January 2026

1 piece

Clouded Judgement 1.2.26 - Authority Is the AI Bottleneck

Friday, 26 December 2025

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Clouded Judgement 12.26.25 - Exuberance Returning

Friday, 19 December 2025

1 piece

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