Archive - Clouded Judgement

Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era

Every week I’ll provide updates on the latest trends in cloud software companies.

Jun 12 • Jamin Ball

Clouded Judgement 6.5.26 - Where Are the American Open Source Models?

Every week I’ll provide updates on the latest trends in cloud software companies.

Jun 5 • Jamin Ball

May 2026

Clouded Judgement 5.29.26 - The Second Life of a GPU

Every week I’ll provide updates on the latest trends in cloud software companies.

May 29 • Jamin Ball

Clouded Judgement 5.22.26 - The Neocloud Boom

Every week I’ll provide updates on the latest trends in cloud software companies.

May 22 • Jamin Ball

Clouded Judgement 5.15.26 - The Real App Store Opportunity

Every week I’ll provide updates on the latest trends in cloud software companies.

May 15 • Jamin Ball

Clouded Judgement 5.8.26 - When Machines Out-Eat Humans

Every week I’ll provide updates on the latest trends in cloud software companies.

May 8 • Jamin Ball

Clouded Judgement 5.1.26 - The Death of Per-Seat Pricing?

Every week I’ll provide updates on the latest trends in cloud software companies.

May 1 • Jamin Ball

April 2026

Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion

Every week I’ll provide updates on the latest trends in cloud software companies.

Apr 24 • Jamin Ball

Clouded Judgement 4.17.26 - Rising Tide, Hidden Risk

Every week I’ll provide updates on the latest trends in cloud software companies.

Apr 17 • Jamin Ball

Clouded Judgement 4.10.26 - Long Live the Harness (Wrapper?) !

Every week I’ll provide updates on the latest trends in cloud software companies.

Apr 10 • Jamin Ball

Clouded Judgement 4.3.26 - Zero Knowledge, Maximum Trust

Every week I’ll provide updates on the latest trends in cloud software companies.

Apr 3 • Jamin Ball

March 2026

Clouded Judgement 3.26.26 - Per Token Pricing

Every week I’ll provide updates on the latest trends in cloud software companies.

Mar 27 • Jamin Ball