Clouded Judgement · 11 September 2026 · Industry Analysis

Clouded Judgement 9.11.26 - Paying for the Curve

Jamin Ball, Partner @ Altimeter Capital

The real breakthrough in AI isn't the $10M cost to solve a Millennium Prize Problem for a $1M prize—it's the exponential cost curve falling 9-900x per year, making today's cutting-edge feats accessible and cheap within months. SaaS multiples analysis included.

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Topics: AI (Horizontal) · Enterprise Software

Published by Clouded Judgement · their site ↗

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