# Clouded Judgement

> Weekly data driven analysis of AI and software companies.

- **Platform:** substack
- **Category:** Business
- **Subscribers:** 89K
- **Last updated:** 2026-10-13
- **URL:** https://cloudedjudgement.substack.com
- **Profile:** https://newsletterinsights.io/newsletter/cloudedjudgement

## Recent Posts

- [Clouded Judgement 8.14.26 - Useful Life](https://cloudedjudgement.substack.com/p/clouded-judgement-81426-useful-life)
- [Clouded Judgement 6.16.23 - Growth Adjusted Software Multiples](https://cloudedjudgement.substack.com/p/clouded-judgement-61623-growth-adjusted)
- [Clouded Judgement 3.21.25 - M&A Roars Back](https://cloudedjudgement.substack.com/p/clouded-judgement-32125-m-and-a-roars)
- [Clouded Judgement 8.7.26 - Custom Tokens](https://cloudedjudgement.substack.com/p/clouded-judgement-8726-custom-tokens)
- [Clouded Judgement 5.29.26 - The Second Life of a GPU](https://cloudedjudgement.substack.com/p/clouded-judgement-52926-the-second)
- [Clouded Judgement 2.7.25 - "Group + Triage" AI Systems](https://cloudedjudgement.substack.com/p/clouded-judgement-2725-group-triage)
- [Clouded Judgement 8.2.24 - Uncertainty Everywhere](https://cloudedjudgement.substack.com/p/clouded-judgement-8224-uncertainty)
- [Clouded Judgement: IPO Process Overview - Are IPO Markets Opening Soon?](https://cloudedjudgement.substack.com/p/clouded-judgement-ipo-process-overview)
- [Clouded Judgement - 3.28.25 - The New AI Risk Curve](https://cloudedjudgement.substack.com/p/clouded-judgement-32825-the-new-ai)
- [Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion](https://cloudedjudgement.substack.com/p/clouded-judgement-42426-the-ai-driven)