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, 1 December 2023

1 piece

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Friday, 24 November 2023

1 piece

Clouded Judgement 11.24.23 - Happy Thanksgiving!

Friday, 17 November 2023

1 piece

Clouded Judgement 11.17.23 - Inflation Comes in Light

Friday, 10 November 2023

1 piece

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Friday, 3 November 2023

1 piece

Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Friday, 27 October 2023

1 piece

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Friday, 20 October 2023

1 piece

Clouded Judgement 10.20.23

Friday, 13 October 2023

1 piece

Clouded Judgement 10.13.23 - 2024 Budget Expectations

Friday, 6 October 2023

1 piece

Clouded Judgement 10.6.23 - Fed Projections

Friday, 29 September 2023

1 piece

Clouded Judgement 9.29.23 - Rates Keep Going Up

Friday, 22 September 2023

1 piece

Clouded Judgement 9.22.23 - What's Going On With Interest Rates?

Tuesday, 19 September 2023

1 piece

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Friday, 15 September 2023

1 piece

Clouded Judgement 9.15.23 - Medium Term Software Setup

Tuesday, 12 September 2023

1 piece

A Look Back at Q2 '23 Public Cloud Software Earnings

Friday, 8 September 2023

1 piece

Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Friday, 1 September 2023

1 piece

Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?

Friday, 25 August 2023

2 pieces

Klaviyo: Benchmarking the S-1 Data

Clouded Judgement 8.25.23 - The Ground Truth of the 10Y and Interest Rates

Friday, 18 August 2023

1 piece

Clouded Judgement 8.18.23 - Economy Update + Q2 Earnings Check In

Friday, 11 August 2023

1 piece

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Friday, 4 August 2023

1 piece

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Wednesday, 2 August 2023

1 piece

Clouded Judgement: IPO Process Overview - Are IPO Markets Opening Soon?

Friday, 28 July 2023

1 piece

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Friday, 21 July 2023

1 piece

Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Friday, 14 July 2023

1 piece

Clouded Judgement 7.14.23 - Metrics Required to IPO (IPO Window Opening?)

Friday, 7 July 2023

1 piece

Clouded Judgement 7.7.23 - Hot Economy and Rising Rates

Friday, 30 June 2023

1 piece

Clouded Judgement 6.30.23 - Data + Compute = AI

Friday, 23 June 2023

1 piece

Clouded Judgement 6.23.23 - Atlas Consumption and Q1 Earnings Trends

Tuesday, 20 June 2023

1 piece

A Look Back at Q1 '23 Public Cloud Software Earnings

Friday, 16 June 2023

1 piece

Clouded Judgement 6.16.23 - Growth Adjusted Software Multiples

Friday, 9 June 2023

1 piece

Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Monday, 5 June 2023

1 piece

Bonus Clouded Judgement 6.5.23 - Upcoming Liquidity Crunch?

Friday, 2 June 2023

1 piece

Clouded Judgement 6.2.23

Friday, 26 May 2023

1 piece

Clouded Judgement 5.26.23

Friday, 19 May 2023

1 piece

Clouded Judgement 5.19.23

Friday, 12 May 2023

1 piece

Clouded Judgement 5.12.23

Friday, 5 May 2023

1 piece

Clouded Judgement 5.5.23

Friday, 28 April 2023

1 piece

Clouded Judgement 4.28.23

Friday, 21 April 2023

1 piece

Clouded Judgement 4.21.23

Friday, 14 April 2023

1 piece

Clouded Judgement 4.14.23