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 ↗

Wednesday, 9 April 2025

1 piece

A Look Back at Q4 '24 Public Cloud Software Earnings

Friday, 4 April 2025

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Clouded Judgement 4.4.25 - Economic Uncertainty

Friday, 28 March 2025

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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Friday, 21 March 2025

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Clouded Judgement 3.21.25 - M&A Roars Back

Friday, 14 March 2025

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Clouded Judgement 3.14.25 - Authentication in the Age of AI Agents

Friday, 7 March 2025

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Clouded Judgement 3.7.25 - Economic Growth Slowing?

Friday, 28 February 2025

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Clouded Judgement 2.28.25 - Max Uncertainty

Friday, 21 February 2025

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Clouded Judgement 2.21.25 - The Platform Evolution Cycle

Friday, 14 February 2025

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Clouded Judgement 2.14.25 - Jan Inflation + Software Earnings Check In

Friday, 7 February 2025

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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Friday, 31 January 2025

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Clouded Judgement 1.30.25 - The Year of AI Applications

Tuesday, 28 January 2025

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Bonus Clouded Judgement - Inference Time Compute

Friday, 24 January 2025

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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Friday, 17 January 2025

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Clouded Judgement 1.16.25 - December Inflation

Friday, 10 January 2025

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Clouded Judgement 1.10.25 - Rising Rates

Friday, 3 January 2025

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Clouded Judgement 1.3.25 - Domain Specific Models

Friday, 27 December 2024

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Clouded Judgement 12.27.24 - 2024 Year End Review

Friday, 20 December 2024

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Clouded Judgement 12.20.24 - The Fed Bomb

Friday, 13 December 2024

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Clouded Judgement 12.13.24 - Beat and No Raise?

Friday, 6 December 2024

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Clouded Judgement 12.6.24 - Is Software Cheap or Expensive?

Friday, 29 November 2024

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Clouded Judgement 11.29.24 - Big Tech Strength

Friday, 22 November 2024

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Clouded Judgement 11.22.24 - Is Software Back?

Monday, 18 November 2024

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ServiceTitan: Benchmarking the S1 Data

Friday, 15 November 2024

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Clouded Judgement 11.14.24 - Market Tipping to Growth

Friday, 8 November 2024

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Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update

Friday, 1 November 2024

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Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

Friday, 25 October 2024

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Clouded Judgement 10.25.24 - Misaligned Incentives

Friday, 18 October 2024

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Clouded Judgement 10.18.24 - From Systems of Record to Systems of Intelligence

Friday, 11 October 2024

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Clouded Judgement 10.11.24 - Budget Flush

Friday, 4 October 2024

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Clouded Judgement 10.4.24 - Voice: The Next Computing Paradigm

Thursday, 3 October 2024

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A Look Back at Q2 '24 Public Cloud Software Earnings

Friday, 27 September 2024

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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Friday, 20 September 2024

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Clouded Judgement 9.20.24 - Rate Cuts Begin!

Friday, 13 September 2024

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Clouded Judgement 9.13.24 - 2024 Estimates

Friday, 6 September 2024

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Clouded Judgement 9.6.24 - King Making

Friday, 30 August 2024

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Clouded Judgement 8.30.24 - Incrementalism vs Transformative Leaps

Friday, 23 August 2024

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Clouded Judgement 8.23.24 - Don't Wait

Friday, 16 August 2024

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Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation

Friday, 9 August 2024

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Clouded Judgement 8.9.24 - Zombies

Friday, 2 August 2024

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Clouded Judgement 8.2.24 - Uncertainty Everywhere