Backlinks
| Referring page | DR | Ref. domains | Linked domains | Anchor and target URL |
|---|---|---|---|---|
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Why deterministic systems still win in AI's probabilistic world
https://ppc.land/why-deterministic-systems-still-win-in-ais-probabilistic-world
ppc.land
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70 | 185 | 447 |
wrote
https://cloudedjudgement.substack.com/p/clouded-judgement-11626-platform?ref=ppc.land
DOFOLLOW
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Is Software Dead? It Depends on What You’re Building - DEV CommunityNavigatio...
dev.to
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83 | 4,479 | 12,188 |
SaaSpocalypse
DOFOLLOW
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What's 🔥 in Enterprise IT/VC #314 - by Ed Sim
https://www.whatshotit.vc/p/whats-in-enterprise-itvc-314
whatshotit.vc
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11 | 6 | 499 |
15x to 11x in just a week
https://cloudedjudgement.substack.com/p/bonus-clouded-judgement-11422-end
DOFOLLOW
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Clouded Judgement 4.19.24 - Rubrik IPO Update - TWF
https://trendswithfriends.com/blog/clouded-judgement-4-19-24-rubrik-ipo-update
trendswithfriends.com
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35 | 1 | 95 |
Subscribe now
https://cloudedjudgement.substack.com/subscribe
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Clouded Judgement 4.19.24 - Rubrik IPO Update - TWF
https://trendswithfriends.com/blog/clouded-judgement-4-19-24-rubrik-ipo-update
trendswithfriends.com
|
35 | 1 | 95 |
Share Clouded Judgement
https://cloudedjudgement.substack.com/?amp;action=share&utm_content=share&utm_medium=email&utm_source=substack
DOFOLLOW
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Clouded Judgement 4.19.24 - Rubrik IPO Update - TWF
https://trendswithfriends.com/blog/clouded-judgement-4-19-24-rubrik-ipo-update
trendswithfriends.com
|
35 | 1 | 95 |
Leave a comment
https://cloudedjudgement.substack.com/p/clouded-judgement-41924-rubrik-ipo/comments
DOFOLLOW
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Substacks recommended by Ed Sim | What's Hot 🔥 in Enterprise IT/VC
https://www.whatshotit.vc/recommendations
whatshotit.vc
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11 | 6 | 499 |
Clouded JudgementClouded JudgementBy Jamin Ball
https://cloudedjudgement.substack.com/?amp;utm_campaign=13300&utm_source=recommendations_page
DOFOLLOW
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Risk Curves in Venture Capital - Software Synthesis
https://www.akashbajwa.co/p/risk-curves-in-venture-capital
akashbajwa.co
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9 | 3 | 308 |
optimisations
https://cloudedjudgement.substack.com/p/clouded-judgement-102723-cloud-giants
DOFOLLOW
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The whole scheme - by Benn Stancil - benn.substack
https://benn.substack.com/p/the-whole-scheme
benn.substack.com
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19 | 46 | 825 |
Jamin Ball’s latest weekly summary
https://cloudedjudgement.substack.com/p/clouded-judgement-122123
DOFOLLOW
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if it's yellow let it mellow
https://thesegment.lifetimevaluemedia.com/p/if-it-s-yellow-let-it-mellow
thesegment.lifetimevaluemedia.com
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16 | 1 | 33 |
recent prediction
https://cloudedjudgement.substack.com/p/clouded-judgement-101124-budget-flush?amp;utm_campaign=if-it-s-yellow-let-it-mellow&utm_medium=referral&utm_source=thesegment.lifetimevaluemedia.com
DOFOLLOW
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Sourcery 🌳 Keith Rabois, State of VC, rabbit r1, SaaS, Coachella
https://www.sourcery.vc/p/sourcery-18-112?open=false
sourcery.vc
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11 | 7 | 832 |
Hard Truths: Reinventing Founder Friendliness - Back to the Future
https://cloudedjudgement.substack.com/p/clouded-judgement-11224-hard-truths?amp;isFreemail=true&post_id=140523925&publication_id=56878&r=3up0h&utm_campaign=email-post-title&utm_medium=email&utm_source=post-email-title
DOFOLLOW
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场景图谱到底是什么？一份关于价值万亿美元问题的指南
http://www.uxtools.cc/blog/85ebbf2b2f5
uxtools.cc
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— | 0 | 103 |
记录系统万岁
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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Sourcery (10/10-10/14) - by Molly O’Shea - Sourcery
https://www.sourcery.vc/p/sourcery-1010-1014?action=share&utm_content=share&utm_medium=email&utm_source=substack
sourcery.vc
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11 | 7 | 832 |
Tail Risk and Updated Market Multiples
https://cloudedjudgement.substack.com/p/clouded-judgement-101422
DOFOLLOW
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Sourcery → Peanut & Fred - by Molly O’Shea - Sourcery
https://www.sourcery.vc/p/sourcery-peanut-and-fred?action=share&utm_content=share&utm_medium=email&utm_source=substack
sourcery.vc
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11 | 7 | 832 |
Jamin Ball @ Altimeter
https://cloudedjudgement.substack.com/p/clouded-judgement-11124-amazon-google?amp;isFreemail=true&post_id=150968391&publication_id=56878&r=3up0h&triedRedirect=true&utm_campaign=email-post-title&utm_medium=email&utm_source=post-email-title
DOFOLLOW
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Reading the Clouds. Llama 2 and Licensing.
https://roundup.getdbt.com/p/reading-the-clouds-licensing-and
roundup.getdbt.com
|
66 | 32 | 486 |
recent coverage
https://cloudedjudgement.substack.com/p/clouded-judgement-8423-cloud-giants
DOFOLLOW
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Sourcery (10/24-10/28) - by Molly O’Shea - Sourcery
https://www.sourcery.vc/p/sourcery-1024-1028?action=share&utm_content=share&utm_medium=email&utm_source=substack
sourcery.vc
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11 | 7 | 832 |
Hyperscalers Report Quarterly Earnings
https://cloudedjudgement.substack.com/p/clouded-judgement-102822?amp;isFreemail=true&post_id=81072439&publication_id=56878&utm_medium=email&utm_source=post-email-title
DOFOLLOW
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Alis Exchange
https://alisx.com/post/putting-agents-to-work-12-predictions
alisx.com
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44 | 1 | 14 |
Substack Link
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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The VC Corner 📰 #12 - by Ruben Dominguez - The VC Corner
https://www.thevccorner.com/p/the-vc-corner-12
thevccorner.com
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67 | 19 | 453 |
Going Public
https://cloudedjudgement.substack.com/p/clouded-judgement-11924-the-bar-for?utm_source=tldrfounders
DOFOLLOW
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What's 🔥 in Enterprise IT/VC #376 - by Ed Sim
https://www.whatshotit.vc/p/whats-in-enterprise-itvc-376
whatshotit.vc
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11 | 6 | 499 |
Clouded JudgementClouded Judgement 1.12.24 - Hard TruthsEvery week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on…Read more2 years ago · 70 likes · 1 comment · Jamin Ball
https://cloudedjudgement.substack.com/p/clouded-judgement-11224-hard-truths?amp;utm_campaign=post_embed&utm_medium=web&utm_source=substack
DOFOLLOW
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What’s Your SaaS Startup Worth? From 6x-25x Revenues. (Yes, That’s a Wide Ran...
https://everythingflex.com/whats-your-saas-startup-worth-from-6x-25x-revenues-yes-thats-a-wide-range
everythingflex.com
|
— | 0 | 608 |
<img decoding="async" data-expand="600" loading="lazy" class="lazyload aligncenter size-large wp-image-86955" src="data:image/svg+xml;charset=utf-8,%3Csvg xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg' viewBox%3D'0 0 1024 859'%2F%3E" data-src="https://317xq71m28aj1nmtwnk3egnl-wpengine.netdna-ssl.com/wp-content/uploads/2021/04/Screen-Shot-2021-04-02-at-8.02.41-AM-1024x859.png" alt="" width="1024" height="859" />
https://cloudedjudgement.substack.com/p/clouded-judgement-4221
DOFOLLOW
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What’s Your SaaS Startup Worth? From 6x-25x Revenues. (Yes, That’s a Wide Ran...
https://everythingflex.com/whats-your-saas-startup-worth-from-6x-25x-revenues-yes-thats-a-wide-range
everythingflex.com
|
— | 0 | 608 |
Jamin Bell
https://cloudedjudgement.substack.com/people/11803623-jamin-ball
DOFOLLOW
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AI’s trillion-dollar opportunity: Context graphs - Foundation Capital
https://foundationcapital.com/context-graphs-ais-trillion-dollar-opportunity?utm_source=chatgpt.com
foundationcapital.com
|
62 | 102 | 251 |
Long Live Systems of Record
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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Doomsday Or Dawn? Analyzing Artificial Intelligence's Radical Reinvention Of ...
https://mena.entrepreneur.com/technology/doomsday-or-dawn-analyzing-artificial-intelligences/478406
mena.entrepreneur.com
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10 | 6 | 2,286 |
SaaS multiples have indeed collapsed to 5.2x revenue
https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech
DOFOLLOW
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What's 🔥 in Enterprise IT/VC #200 - by Ed Sim
https://www.whatshotit.vc/p/whats-in-enterprise-itvc-200
whatshotit.vc
|
11 | 6 | 499 |
Jamin Ball (Redpoint) Clouded Judgement
https://cloudedjudgement.substack.com/
DOFOLLOW
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What's 🔥 in Enterprise IT/VC #204 - by Ed Sim
https://www.whatshotit.vc/p/whats-in-enterprise-itvc-204
whatshotit.vc
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11 | 6 | 499 |
Q2 SaaS earnings
https://cloudedjudgement.substack.com/p/a-look-back-at-q2-public-saas-earnings
DOFOLLOW
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FAST AF - by Molly O’Shea - Sourcery
https://www.sourcery.vc/p/fast-af?open=false
sourcery.vc
|
11 | 7 | 832 |
Jamin Ball, Altimeter
https://cloudedjudgement.substack.com/p/clouded-judgement-13025-the-year
DOFOLLOW
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FAST AF - by Molly O’Shea - Sourcery
https://www.sourcery.vc/p/fast-af?open=false
sourcery.vc
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11 | 7 | 832 |
Jamin Ball, Altimeter
https://cloudedjudgement.substack.com/p/clouded-judgement-13025-the-year
DOFOLLOW
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AI’s trillion-dollar opportunity: Context graphs - Foundation Capital
https://foundationcapital.com/context-graphs-ais-trillion-dollar-opportunity?ref=distributedthoughts.org
foundationcapital.com
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62 | 102 | 251 |
Long Live Systems of Record
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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The AI Hype: $600B question or $4.6T+ opportunity? - Foundation Capital
https://foundationcapital.com/the-ai-hype-600b-question-or-4-6t-opportunity
foundationcapital.com
|
62 | 102 | 251 |
outcome-oriented models
https://cloudedjudgement.substack.com/p/clouded-judgement-61424-is-seat-based
DOFOLLOW
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Your next workforce runs on data: Are you ready for that future? | Blog | Fiv...
https://www.fivetran.com/fr/blog/your-next-workforce-runs-on-data-are-you-ready-for-that-future
fivetran.com
|
76 | 313 | 786 |
Jamin Ball
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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Ashwin Jayaprakash's Blog: 2024
https://www.ashwinjayaprakash.com/2024
ashwinjayaprakash.com
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6 | 1 | 350 |
Clouded Judgement 10.25.24 - Misaligned Incentives
https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
DOFOLLOW
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Why context graphs are the missing layer for AI - Foundation Capital
https://foundationcapital.com/why-are-context-graphs-are-the-missing-layer-for-ai
foundationcapital.com
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62 | 102 | 251 |
Long Live Systems of Record
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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SaaSxAI Weekly Vol.186（1/26〜2/1のSaaSトピック）：「SaaSの死、再び。」「2026年の最重要課題とAI活用の実態」「2...
https://blog.allstarsaas.com/posts/saasxai-weekly-vol186
blog.allstarsaas.com
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61 | 5 | 145 |
Clouded Judgement 1.30.26 - Software is Dead...Again!
https://cloudedjudgement.substack.com/p/clouded-judgement-13026-software?amp;triedRedirect=true&utm_medium=email&utm_campaign=post
DOFOLLOW
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Incumbents can use Cursor, too - by Patrick Mathieson
https://thedownround.substack.com/p/incumbents-can-use-cursor-too
thedownround.substack.com
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— | 0 | 8 |
10-year low revenue multiples
https://cloudedjudgement.substack.com/p/clouded-judgement-61925-the-dropping
DOFOLLOW
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How authoritative AI Agents are accelerating finance ROI
https://www.appzen.com/blog/how-authoritative-ai-agents-accelerate-finance-roi
appzen.com
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17 | 28 | 53 |
“Authority Is the AI Bottleneck”
https://cloudedjudgement.substack.com/p/clouded-judgement-1226-authority
DOFOLLOW
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The Eight Paradigms of AI Application Startups
https://newsletter.angularventures.com/p/eight-paradigms-ai-application-startups
newsletter.angularventures.com
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9 | 3 | 170 |
super useful post
https://cloudedjudgement.substack.com/p/clouded-judgement-6724
DOFOLLOW
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ServiceTitan S-1
https://www.softwareplatform.net/2024/11/19/servicetitan-s-1
softwareplatform.net
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25 | 1 | 65 |
excellent post,
https://cloudedjudgement.substack.com/p/servicetitan-benchmarking-the-s1
DOFOLLOW
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Sourcery (10/10-10/14) - by Molly O’Shea - Sourcery
https://www.sourcery.vc/p/sourcery-1010-1014?open=false
sourcery.vc
|
11 | 7 | 832 |
Tail Risk and Updated Market Multiples
https://cloudedjudgement.substack.com/p/clouded-judgement-101422
DOFOLLOW
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Gsnowflake - by Benn Stancil - benn.substack
https://benn.substack.com/p/gsnowflake?open=false
benn.substack.com
|
19 | 46 | 825 |
(no anchor)
https://cloudedjudgement.substack.com/p/clouded-judgement-63023-data-compute
DOFOLLOW
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Your next workforce runs on data: Are you ready for that future? | Blog | Fiv...
https://www.fivetran.com/de/blog/your-next-workforce-runs-on-data-are-you-ready-for-that-future
fivetran.com
|
76 | 313 | 786 |
Jamin Ball
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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The Missing Layer in Your AI Stack: Context, Not Just State
https://www.dataengineeringweekly.com/p/the-missing-layer-in-your-ai-stack
dataengineeringweekly.com
|
59 | 12 | 429 |
Clouded JudgementClouded Judgement 12.12.25 - Long Live Systems of RecordEvery week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date…Read more2 months ago · 203 likes · 12 comments · Jamin Ball
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live?amp;utm_campaign=post_embed&utm_medium=web&utm_source=substack
DOFOLLOW
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The Missing Layer in Your AI Stack: Context, Not Just State
https://www.dataengineeringweekly.com/p/the-missing-layer-in-your-ai-stack
dataengineeringweekly.com
|
59 | 12 | 429 |
Clouded JudgementClouded Judgement 12.19.25 - The System of Record's Front DoorEvery week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date…Read more2 months ago · 61 likes · 10 comments · Jamin Ball
https://cloudedjudgement.substack.com/p/clouded-judgement-121925-the-front?amp;utm_campaign=post_embed&utm_medium=web&utm_source=substack
DOFOLLOW
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Software's Metamorphosis - Software Synthesis
akashbajwa.co
|
9 | 3 | 308 |
Jamin Ball wrote:
DOFOLLOW
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Sourcery (5/15-5/19) - by Molly O’Shea - Sourcery
https://www.sourcery.vc/p/sourcery-515-519?utm_source=publication-search
sourcery.vc
|
11 | 7 | 832 |
Reflections on Software Performance in Q1
https://cloudedjudgement.substack.com/p/clouded-judgement-51923?amp;isFreemail=true&post_id=122301731&publication_id=56878&utm_medium=email&utm_source=post-email-title
DOFOLLOW
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The Future Of Application Software - by Akash Bajwa
https://www.akashbajwa.co/p/the-future-of-application-software
akashbajwa.co
|
9 | 3 | 308 |
last week
https://cloudedjudgement.substack.com/p/clouded-judgement-61424-is-seat-based
DOFOLLOW
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Sourcery → Global Risks, TSMC, Rocketships
https://www.sourcery.vc/p/sourcery-global-risks-tsmc-rocketships?open=false
sourcery.vc
|
11 | 7 | 832 |
Clouded Judgement, Jamin Ball
https://cloudedjudgement.substack.com/p/rubrik-benchmarking-the-s-1-data?amp;isFreemail=true&post_id=143282221&publication_id=56878&r=3up0h&triedRedirect=true&utm_campaign=email-post-title&utm_medium=email&utm_source=post-email-title
DOFOLLOW
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Sourcery → Global Risks, TSMC, Rocketships
https://www.sourcery.vc/p/sourcery-global-risks-tsmc-rocketships?open=false
sourcery.vc
|
11 | 7 | 832 |
Clouded Judgement, Jamin Ball
https://cloudedjudgement.substack.com/p/rubrik-benchmarking-the-s-1-data?amp;isFreemail=true&post_id=143282221&publication_id=56878&r=3up0h&triedRedirect=true&utm_campaign=email-post-title&utm_medium=email&utm_source=post-email-title
DOFOLLOW
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AI时代的万亿美元机遇：场景图谱
http://www.uxtools.cc/blog/ai-ebcad4f3-9f84-485a-b040-45c65e1c234c
uxtools.cc
|
— | 0 | 103 |
记录系统万岁
https://cloudedjudgement.substack.com/p/clouded-judgement-121225-long-live
DOFOLLOW
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The whole scheme - by Benn Stancil - benn.substack
benn.substack.com
|
19 | 46 | 825 |
Jamin Ball’s latest weekly summary
https://cloudedjudgement.substack.com/p/clouded-judgement-122123
DOFOLLOW
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EU uskoo Applen toimivan DMA:n vastaisesti
https://www.transistori.com/p/eu-uskoo-applen-toimivan-dman-vastaisesti
transistori.com
|
9 | 3 | 598 |
vision
https://cloudedjudgement.substack.com/p/clouded-judgement-61424-is-seat-based
DOFOLLOW
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