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Clouded Judgement 7.4.25 - Happy 4th!

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Happy 4th! Just updating the tables / charts this week, I’ll be back next week with more written content.

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Clouded Judgement 7.11.25 - Market Musings

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! It’s hard to believe, but the Nasdaq and the S&P 500 are both sitting at fresh all time highs.

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Clouded Judgement 6.27.25 - New Rules For a New Game

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Or at least, they don’t hold if you’re trying to build a breakout company… So many of these markets are still wide open.

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Clouded Judgement 6.6.25 - How to Spot ERR

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. When buyers are engaging because “everyone is doing it” (AI, LLMs, etc.), Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! I wrote an article about ERR vs ARR. ERR often lives on the edges.

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People, Passion & Perfection: The Key Ingredients for an Awesome Product

Fast-track your journey with Tech Accelerator: Agile and Cloud-Native for flexibility & scalability AI-powered innovation for faster results Quality at every step for a flawless user experience See real impact across industries: Healthcare: Empower patients and medical professionals with intuitive solutions Education: Transform classrooms and engage (..)

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Clouded Judgement 6.20.25 - The Dropping Cost of Intelligence

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Cost of Intelligence It continues to shock me how quickly the cost of tokens (ie intelligence) has dropped.

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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

Their database and cloud services became indispensable for companies building AI applications. ☁️ Cloud Migration Momentum : Oracle’s aggressive cloud transformation finally gained enterprise traction, with customers migrating mission-critical workloads that competitors couldn’t easily displace.

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