Software Defined Talk

Episode 411: Jamin Ball on Cloud Earnings

Listen Later

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 [email protected] 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.

        ...more
        View all episodesView all episodes
        Download on the App Store
        Software Defined TalkBy Software Defined Talk LLC
        • 4.7
        • 4.7
        • 4.7
        • 4.7
        • 4.7

        4.7

        67 ratings

        More shows like Software Defined Talk

        View all
        Software Engineering Radio - the podcast for professional software developers by team@se-radio.net (SE-Radio Team)

        Software Engineering Radio - the podcast for professional software developers

        273 Listeners

        Hanselminutes with Scott Hanselman by Scott Hanselman

        Hanselminutes with Scott Hanselman

        382 Listeners

        The Changelog: Software Development, Open Source by Changelog Media

        The Changelog: Software Development, Open Source

        288 Listeners

        Software Engineering Daily by Software Engineering Daily

        Software Engineering Daily

        626 Listeners

        The Reasoning Show by Massive Studios

        The Reasoning Show

        154 Listeners

        Thoughtworks Technology Podcast by Thoughtworks

        Thoughtworks Technology Podcast

        44 Listeners

        NVIDIA AI Podcast by NVIDIA

        NVIDIA AI Podcast

        343 Listeners

        REWORK by 37signals

        REWORK

        212 Listeners

        Kubernetes Podcast from Google by Abdel Sghiouar, Kaslin Fields

        Kubernetes Podcast from Google

        180 Listeners

        Practical AI by Practical AI LLC

        Practical AI

        212 Listeners

        AWS Podcast by Amazon Web Services

        AWS Podcast

        204 Listeners

        The Stack Overflow Podcast by The Stack Overflow Podcast

        The Stack Overflow Podcast

        63 Listeners

        Oxide and Friends by Oxide Computer Company

        Oxide and Friends

        67 Listeners

        No Priors: Artificial Intelligence | Technology | Startups by Conviction

        No Priors: Artificial Intelligence | Technology | Startups

        150 Listeners

        The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

        The AI Daily Brief: Artificial Intelligence News and Analysis

        688 Listeners