Clouded Judgement 7.25.25 - TAMs Lie
Clouded Judgement
JULY 25, 2025
Every week I’ll provide updates on the latest trends in cloud software companies. We saw it during the rise of the cloud. What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud shifted services to software.
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