Clouded Judgement 5.10.24 - Software Weakness Across the Board
Clouded Judgement
MAY 10, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. Follow along to stay up to date!
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