Clouded Judgement 7.25.25 - TAMs Lie
Clouded Judgement
JULY 25, 2025
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 expanded access to tools that used to be too expensive or too complex for most teams. Not bad,but not world-changing. Cloud shifted services to software.
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