Jamin Ball is a Partner at Altimeter Capital and previously at Redpoint Ventures. He joins us today to share learnings about cloud metrics and seat based vs consumption based pricing. Jamin shares specific thoughts on cloud data infrastructure, why cloud optimization goes in cycles, and how Altimeter invests through business cycles in essential long-term businesses. We also cover the macro environment that founders should be aware of, trends in inflation, and how it affects businesses.

Where to Find Jamin:

* LinkedIn: https://www.linkedin.com/in/jamin-ball-49366137/

* Twitter: https://twitter.com/jaminball

* Personal Blog: https://cloudedjudgement.substack.com

Where to Find Shomik:

* Twitter: https://twitter.com/shomikghosh21

* LinkedIn: https://www.linkedin.com/in/shomik-ghosh-a5a71319/

* Software Snack Bites Newsletter: https://www.shomik.substack.com

* Software Snack Bites Podcast: Apple Podcasts, Spotify, Google.

In this episode, we cover:

(00:25) - Jamin’s Background

(03:14) - Learnings from Altimeter About Investing in Essentialism

Daily Mass: We strive to enter through the narrow gate