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, 26 July 2024

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Clouded Judgement 7.26.24 - Big AI Week!

Friday, 19 July 2024

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Clouded Judgement 7.19.24 - Big Tech Rotation

Wednesday, 17 July 2024

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The Fourth Industrial Revolution: The Intelligence Revolution

Tuesday, 16 July 2024

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OneStream: Benchmarking the S1 Data

Friday, 12 July 2024

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Clouded Judgement 7.12.24 - The Red Queen Effect

Friday, 5 July 2024

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Clouded Judgement 7.5.24 - Declining Growth

Friday, 28 June 2024

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Clouded Judgement 6.28.24 - Can Subscale Software Companies Go Public?

Friday, 21 June 2024

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Clouded Judgement 6.21.24 - What it Takes to Be Valued at >10x Rev

Wednesday, 19 June 2024

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A Look Back at Q1 '24 Public Cloud Software Earnings

Friday, 14 June 2024

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Clouded Judgement 6.14.24 - Is Seat Based Pricing Dead?

Friday, 7 June 2024

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Clouded Judgement 6.7.24 - Bifurcating Budgets

Friday, 31 May 2024

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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Friday, 24 May 2024

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Clouded Judgement 5.24.24 - Software Environment Remains Strained

Friday, 17 May 2024

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Clouded Judgement 5.17.24 - April CPI Update

Friday, 10 May 2024

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Clouded Judgement 5.10.24 - Software Weakness Across the Board

Friday, 3 May 2024

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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Friday, 26 April 2024

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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Friday, 19 April 2024

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Clouded Judgement 4.19.24 - Rubrik IPO Update

Friday, 12 April 2024

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Clouded Judgement 4.12.24 - March CPI Update

Thursday, 11 April 2024

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A Look Back at Q4 '23 Public Cloud Software Earnings

Friday, 5 April 2024

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Clouded Judgement 4.5.24 - Hype Rounds vs Fundamental Rounds + Macro Update

Thursday, 4 April 2024

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Rubrik: Benchmarking the S-1 Data

Friday, 29 March 2024

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Clouded Judgement 3.29.24 - Q4 Earnings

Friday, 22 March 2024

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Friday, 15 March 2024

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Clouded Judgement 3.15.24

Friday, 8 March 2024

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Clouded Judgement 3.8.24 - 2024 Guides

Friday, 1 March 2024

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Clouded Judgement 2.29.24 - Shads of 2021

Friday, 23 February 2024

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Clouded Judgement 2.23.24 - Rule of X

Friday, 16 February 2024

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Clouded Judgement 2.16.24 - Jan Green Shoots + CPI

Friday, 9 February 2024

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Clouded Judgement 2.9.24 - Dilution Dilution Dilution

Friday, 2 February 2024

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Friday, 26 January 2024

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Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off

Friday, 19 January 2024

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Clouded Judgement 1.19.24 - The Bar for Going Public

Friday, 12 January 2024

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Clouded Judgement 1.12.24 - Hard Truths

Friday, 5 January 2024

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Clouded Judgement 1.5.24

Friday, 29 December 2023

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Clouded Judgement 12.29.23 - Year End Review

Friday, 22 December 2023

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Clouded Judgement 12.21.23

Thursday, 21 December 2023

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A Look Back at Q3 '23 Public Cloud Software Earnings

Friday, 15 December 2023

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Clouded Judgement 12.15.23 - November Inflation + FOMC Update

Friday, 8 December 2023

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Clouded Judgement 12.8.23