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, 12 December 2025

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Clouded Judgement 12.12.25 - Long Live Systems of Record

Friday, 5 December 2025

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Clouded Judgement 12.5.25 - Monopoly Money

Friday, 28 November 2025

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Clouded Judgement 11.28.25 - Q3 Earnings Check In

Friday, 21 November 2025

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Clouded Judgement 11.20.25 - The AI Platform Wars

Friday, 14 November 2025

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Clouded Judgement 11.14.25 - The AI Factory

Friday, 7 November 2025

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Clouded Judgement 11.7.25 - Market Cycles

Friday, 31 October 2025

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Clouded Judgement 10.31.25 - Cloud Giants Report Q3

Friday, 24 October 2025

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Clouded Judgement 10.24.25 - Long Live Benchmarks

Friday, 17 October 2025

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Clouded Judgement 10.17.25 - From Data Quantity to Data Quality

Friday, 10 October 2025

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Clouded Judgement 10.10.25 - The ChatGPT App Store Moment

Friday, 3 October 2025

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Clouded Judgement 10.3.25 - The New RL Training Grounds

Tuesday, 30 September 2025

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Navan: Benchmarking the S-1 Data

Friday, 26 September 2025

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Clouded Judgement 9.26.25 - Easy Come, Easy Go?

Friday, 19 September 2025

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Clouded Judgement 9.19.25 - The AI Shift: Static Software vs. Living AI Systems

Friday, 12 September 2025

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Clouded Judgement 9.12.25

Friday, 5 September 2025

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Clouded Judgement 9.5.25 - Second Mover Advantage

Friday, 29 August 2025

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Clouded Judgement 8.29.25 - The AI Innovators Dilemma

Friday, 22 August 2025

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Clouded Judgement 8.22.25 - Workflows Are the New Databases

Friday, 15 August 2025

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Clouded Judgement 8.15.25 - The Return of Software

Friday, 8 August 2025

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Clouded Judgement 8.8.25 - Earnings Season Starts Strong

Friday, 1 August 2025

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Clouded Judgement 8.1.25 - The AI Operating Model

Friday, 25 July 2025

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Clouded Judgement 7.25.25 - TAMs Lie

Friday, 18 July 2025

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Clouded Judgement 7.18.25 - The Return of the Point Solution

Friday, 11 July 2025

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Clouded Judgement 7.11.25 - Market Musings

Friday, 4 July 2025

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Clouded Judgement 7.4.25 - Happy 4th!

Wednesday, 2 July 2025

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Figma - Benchmarking the S1 Data

Friday, 27 June 2025

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Clouded Judgement 6.27.25 - New Rules For a New Game

Friday, 20 June 2025

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Clouded Judgement 6.19.25 - The Dropping Cost of Intelligence

Tuesday, 17 June 2025

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A Look Back at Q1 '25 Public Cloud Software Earnings

Friday, 13 June 2025

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Clouded Judgement 6.13.25 - The Battle for Data Ownership

Friday, 6 June 2025

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Clouded Judgement 6.6.25 - How to Spot ERR

Friday, 30 May 2025

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Clouded Judgement 5.30.25 - Moats in the Age of AI

Friday, 23 May 2025

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Clouded Judgement 5.23.25 - AI Grows the Size of the Prize

Friday, 16 May 2025

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Clouded Judgement 5.16.25 - Net New ARR Trends

Friday, 9 May 2025

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Clouded Judgement 5.9.25 - M&A Sweet Spot

Friday, 2 May 2025

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Clouded Judgement 5.2.25 - Cloud Giants Report Q1 '25

Friday, 25 April 2025

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Clouded Judgement 4.25.25 - Q1 '25 Earnings Season Kicks Off

Friday, 18 April 2025

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Clouded Judgement 4.18.25 - The Hidden Value in the AI Application Layer

Wednesday, 16 April 2025

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Partnering with Hammerspace

Friday, 11 April 2025

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Clouded Judgement 4.11.25 - The Bond Market