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Clouded Judgement

Partner @ Altimeter Capital. Written by Jamin Ball of Altimeter Capital. This page collects 347 posts published between January 2021 and October 2026. Recent coverage focuses on AI (Horizontal), Enterprise Software and AI Infrastructure. Clouded Judgement publishes roughly 5 posts a month; the best of them appear in the SandHill weekly digest.

347 posts indexed5 in the last 30 daysAI (Horizontal) · Enterprise Software · AI Infrastructure · Developer ToolsVisit site ↗

Friday, 23 October 2026

1 piece
Clouded Judgement 10.23.26 - AI Goes Vulnerability Hunting↗
Cybersecurity · AI (Horizontal)

Friday, 16 October 2026

1 piece
Clouded Judgement 10.16.26 - The Diffusion Gap↗
AI (Horizontal) · Enterprise Software

Friday, 9 October 2026

1 piece
Clouded Judgement 10.9.26 - Cache Is the New Egress↗
AI (Horizontal) · AI Infrastructure

Friday, 2 October 2026

1 piece
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop ↗
AI (Horizontal) · Enterprise Software

Friday, 25 September 2026

1 piece
Clouded Judgement 9.25.26 - Own the Interaction Layer↗
AI (Horizontal) · Enterprise Software

Friday, 18 September 2026

1 piece
Clouded Judgement 9.18.26 - AI's Three Mile Island↗
AI (Horizontal) · Energy & Climate

Friday, 11 September 2026

1 piece
Clouded Judgement 9.11.26 - Paying for the Curve↗
AI (Horizontal) · Enterprise Software

Friday, 4 September 2026

1 piece
Clouded Judgement 9.4.26 - Recurrent Depth↗
AI (Horizontal) · AI Infrastructure · Developer Tools

Friday, 28 August 2026

1 piece
Clouded Judgement - 8.28.26 - Zero Data Retention↗
AI (Horizontal) · Enterprise Software · Data & Analytics

Friday, 21 August 2026

1 piece
Clouded Judgement 8.21.26 - What Could Go Right?↗
Enterprise Software · AI (Horizontal)

Friday, 14 August 2026

1 piece
Clouded Judgement 8.14.26 - Useful Life↗
AI (Horizontal) · AI Infrastructure · Enterprise Software

Friday, 7 August 2026

1 piece
Clouded Judgement 8.7.26 - Custom Tokens↗
AI (Horizontal) · AI Infrastructure · Developer Tools

Friday, 31 July 2026

1 piece
Clouded Judgement 7.31.26 - AWS CapEx ROI

Friday, 24 July 2026

1 piece
Clouded Judgement 7.24.26 - The World Isn’t Zero Sum

Friday, 17 July 2026

1 piece
Clouded Judgement 7.17.26 - Open Weights, Closed Prices?

Friday, 10 July 2026

1 piece
Clouded Judgement 7.10.26 - Own Your Weights

Friday, 3 July 2026

1 piece
Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast

Friday, 26 June 2026

1 piece
Clouded Judgement 6.26.26 - Time to Power

Friday, 19 June 2026

1 piece
Clouded Judgement 6.19.26 - Workflows are King

Friday, 12 June 2026

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

Friday, 5 June 2026

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

Friday, 29 May 2026

1 piece
Clouded Judgement 5.29.26 - The Second Life of a GPU

Friday, 22 May 2026

1 piece
Clouded Judgement 5.22.26 - The Neocloud Boom

Friday, 15 May 2026

1 piece
Clouded Judgement 5.14.26 - The Real App Store Opportunity

Friday, 8 May 2026

1 piece
Clouded Judgement 5.8.26 - When Machines Out-Eat Humans

Friday, 1 May 2026

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

Friday, 24 April 2026

1 piece
Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion

Friday, 17 April 2026

1 piece
Clouded Judgement 4.17.26 - Rising Tide, Hidden Risk

Friday, 10 April 2026

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

Friday, 3 April 2026

1 piece
Clouded Judgement 4.3.26 - Zero Knowledge, Maximum Trust

Friday, 27 March 2026

1 piece
Clouded Judgement 3.26.26 - Per Token Pricing

Friday, 20 March 2026

1 piece
Clouded Judgement 3.20.26 - Digital Twins

Friday, 13 March 2026

1 piece
Clouded Judgement 3.13.26 - In Defense of Model Lab Profitability

Friday, 6 March 2026

1 piece
Clouded Judgement 3.6.26 - Get in the Token Path

Friday, 27 February 2026

1 piece
Clouded Judgement 2.27.26 - The Poison of Inertia

Friday, 20 February 2026

1 piece
Clouded Judgement 2.20.26 - The SSD / Memory Reckoning

Friday, 13 February 2026

1 piece
Clouded Judgement 2.13.26 - Build vs Buy

Friday, 6 February 2026

1 piece
Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?

Friday, 30 January 2026

1 piece
Clouded Judgement 1.30.26 - Software is Dead...Again!

Friday, 23 January 2026

1 piece
Clouded Judgement 1.23.26 - The Year of Multi-Modal
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