| | Systems of Record Are Dead. Long Live Systems of Record (cloudedjudgement.substack.com) |
| 6 points by bmulholland 2 days ago | past | discuss |
|
| | Clouded Judgement 12.12.25 – Long Live Systems of Record (cloudedjudgement.substack.com) |
| 1 point by signa11 3 days ago | past | discuss |
|
| | Systems of Record Are Evolving (cloudedjudgement.substack.com) |
| 9 points by mauriziocalo 3 days ago | past | discuss |
|
| | Long Live Systems of Record (cloudedjudgement.substack.com) |
| 1 point by mooreds 5 days ago | past | discuss |
|
| | Moats in the Age of AI (cloudedjudgement.substack.com) |
| 3 points by redm 6 months ago | past | 1 comment |
|
| | Authentication in the Age of AI Agents (cloudedjudgement.substack.com) |
| 1 point by kiyanwang 9 months ago | past |
|
| | Authentication in the Age of AI Agents (cloudedjudgement.substack.com) |
| 1 point by mooreds 9 months ago | past |
|
| | Clouded Judgement: Is Software Cheap or Expensive? (cloudedjudgement.substack.com) |
| 1 point by toomuchtodo on Dec 6, 2024 | past |
|
| | ServiceTitan: Benchmarking the S-1 Data (cloudedjudgement.substack.com) |
| 1 point by makaimc on Nov 18, 2024 | past |
|
| | Market Tipping to Growth (cloudedjudgement.substack.com) |
| 1 point by gregorymichael on Nov 15, 2024 | past |
|
| | Clouded Judgement 10.25.24 – Misaligned Incentives (cloudedjudgement.substack.com) |
| 1 point by anshulbhide on Nov 12, 2024 | past |
|
| | Misaligned VC incentives focused on fees and fund size (cloudedjudgement.substack.com) |
| 1 point by jhylau on Oct 31, 2024 | past | 1 comment |
|
| | From Systems of Record to Systems of Intelligence (cloudedjudgement.substack.com) |
| 3 points by arishi on Oct 19, 2024 | past |
|
| | The Fourth Industrial Revolution: The Intelligence Revolution (cloudedjudgement.substack.com) |
| 2 points by mooreds on July 17, 2024 | past |
|
| | Is seat-based pricing dead? (cloudedjudgement.substack.com) |
| 11 points by madmax108 on June 17, 2024 | past | 6 comments |
|
| | The Bar for Going Public (cloudedjudgement.substack.com) |
| 2 points by mooreds on Jan 31, 2024 | past |
|
| | Hard Truths (cloudedjudgement.substack.com) |
| 1 point by jlas on Jan 12, 2024 | past | 1 comment |
|
| | Data and Compute = AI (cloudedjudgement.substack.com) |
| 1 point by jaminball on June 30, 2023 | past |
|
| | A Look Back at Q3 '22 Public Cloud Software Earnings (cloudedjudgement.substack.com) |
| 2 points by mooreds on March 20, 2023 | past |
|
| | Latest Trends in Cloud Software Companies (cloudedjudgement.substack.com) |
| 2 points by 3bproblem on Nov 4, 2022 | past |
|
| | A Look Back at Q2 '22 Public Cloud Software Earnings (cloudedjudgement.substack.com) |
| 1 point by imartin2k on Sept 22, 2022 | past |
|
| | Clouded Judgement – Latest Trends in Cloud Software (cloudedjudgement.substack.com) |
| 1 point by huckfinn on July 22, 2022 | past |
|
| | A Look Back at Q3 Public SaaS Earnings (cloudedjudgement.substack.com) |
| 1 point by makaimc on Jan 18, 2021 | past |
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