Clouded Judgment: A Weekly Blog

Brandon is joined by Jamin Ball, a partner at Altimeter Capital and the author of the "Clouded Judgement" newsletter. Together, they delve into the crucial financial metrics utilized in evaluating cloud-based enterprises and examine the standout performers in the fourth quarter of 2022.

Show Links

• A Look Back at Q4 '22 Public Cloud Software Earnings
• The Cloudcast, The Evolution of SaaS Business Models, Episode 708
• Clouded Judgement

Contact Jamin

• LinkedIn

SDT news & hype

• Join us in Slack.
• Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers!
• Follow us on Twitch, Twitter, Instagram, Mastodon, LinkedIn and YouTube.
• Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.
• Become a sponsor of Software Defined Talk!

Special Guest: Jamin Ball.