Clouded Judgement · 7 August 2026 · Industry Analysis

Clouded Judgement 8.7.26 - Custom Tokens

Jamin Ball, Partner @ Altimeter Capital

Custom model fine-tuning is a booming but underestimated market requiring integration across training infrastructure, data preparation, evals, and deployment—with persistent operational challenges in serving, upgrading, and justifying economics versus frontier models.

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Topics: AI (Horizontal) · AI Infrastructure · Developer Tools

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