Jamin Ball

Jamin Ball

Creator
0 followers

Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal

Top 10 SaaS Cloud Multiples This Week
SocialDec 5, 2025

Top 10 SaaS Cloud Multiples This Week

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

By Jamin Ball
Software Valuations Spike with Growth: High‑growth 15.1×
SocialDec 5, 2025

Software Valuations Spike with Growth: High‑growth 15.1×

This week on Clouded Judgement: Monopoly Money - Median software multiple: 4.8x - High Growth software median: 15.1x - Mid Growth software median: 6.0x - Low Growth software median: 3.8x - 10Y: 4.1% Article in next post 👇 https://t.co/ovyzvnhQGE

By Jamin Ball
AI Agents Are Just Robust, Stateful Workflows
SocialDec 2, 2025

AI Agents Are Just Robust, Stateful Workflows

"AI Agents" are really just workflows, which consist of managing state, handling (sometimes very) long running workflows, with error handling and automatic recovery and retries built in. Great to see more attention on this important category. If you want the best...

By Jamin Ball
AI Agents = Stateful Workflows with Built‑in Resilience
SocialDec 2, 2025

AI Agents = Stateful Workflows with Built‑in Resilience

"AI Agents" are really just workflows, which consist of managing state, handling (sometimes very) long running workflows, with error handling and automatic recovery and retries built in. Great to see more attention on this important category. If you want the...

By Jamin Ball
Top 10 SaaS Cloud Multiples This Week
SocialNov 21, 2025

Top 10 SaaS Cloud Multiples This Week

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close https://t.co/CfonGqKE4o

By Jamin Ball
AI Platform Valuations Spike with Growth Rate
SocialNov 21, 2025

AI Platform Valuations Spike with Growth Rate

This week on Clouded Judgement: The AI Platform Wars! - Median software multiple: 4.5x - High Growth software median: 13.3x - Mid Growth software median: 6.0x - Low Growth software median: 3.4x - 10Y: 4.1% https://lnkd.in/gY9aFwM4

By Jamin Ball
AI Era Demands New Data Storage; Hammerspace Leads
SocialNov 21, 2025

AI Era Demands New Data Storage; Hammerspace Leads

We need new data and storage systems for the AI era — Hammerspace leading the charge!

By Jamin Ball
Top 10 SaaS Cloud Multiples This Week
SocialNov 14, 2025

Top 10 SaaS Cloud Multiples This Week

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

By Jamin Ball
AI Factories Valuations Spike with Growth Rate
SocialNov 14, 2025

AI Factories Valuations Spike with Growth Rate

This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% https://lnkd.in/g_Ua83mn

By Jamin Ball
High‑growth Software Commands ~15× Multiples Vs
SocialNov 14, 2025

High‑growth Software Commands ~15× Multiples Vs

This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% Article in next post 👇 https://t.co/VtohqmpuhR

By Jamin Ball
Top 10 SaaS Cloud Multiples This Week
SocialNov 7, 2025

Top 10 SaaS Cloud Multiples This Week

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close https://t.co/V8SZjLZuQw

By Jamin Ball
High‑Growth Software Commands 3× Higher Multiples
SocialNov 7, 2025

High‑Growth Software Commands 3× Higher Multiples

This week on Clouded Judgement: Market Cycles - Median software multiple: 4.9x - High Growth software median: 16.3x - Mid Growth software median: 6.3x - Low Growth software median: 3.8x - 10Y: 4.1% Article in next post 👇 https://t.co/Bh1jldJdQB

By Jamin Ball
Top 10 SaaS Cloud Multiples at Week’s Close
SocialOct 31, 2025

Top 10 SaaS Cloud Multiples at Week’s Close

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

By Jamin Ball
Weekly Top 10 SaaS Cloud Multiples Revealed
SocialOct 31, 2025

Weekly Top 10 SaaS Cloud Multiples Revealed

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close https://t.co/479woZt0Ew

By Jamin Ball
High‑growth Software Commands 26× Valuation Multiples
SocialOct 31, 2025

High‑growth Software Commands 26× Valuation Multiples

This week on Clouded Judgement: Cloud Giants Report Q3 - Median software multiple: 5.1x - High Growth software median: 26.3x - Mid Growth software median: 7.5x - Low Growth software median: 4.0x - 10Y: 4.1% https://lnkd.in/gWd7C-Z9

By Jamin Ball
Cloud Giants’ Q3 Software Multiples Surge with Growth
SocialOct 31, 2025

Cloud Giants’ Q3 Software Multiples Surge with Growth

This week on Clouded Judgement: Cloud Giants Report Q3 - Median software multiple: 5.1x - High Growth software median: 26.3x - Mid Growth software median: 7.5x - Low Growth software median: 4.0x - 10Y: 4.1% Article in next post 👇 https://t.co/WbeIhF3sRx

By Jamin Ball
Azure’s Growth Outpaces AWS and Google Cloud
SocialOct 31, 2025

Azure’s Growth Outpaces AWS and Google Cloud

Cloud Giants Update: AWS (Amazon): $132B run rate growing 20% YoY (last Q grew 17%) Azure (Microsoft): ~$93B run rate (estimate) growing 39% YoY (last Q grew 39%) Google Cloud (includes GSuite): $61B run rate growing 34% YoY (last Q grew 32%, neither...

By Jamin Ball
AWS Hits $132B Run Rate, Growth Lagging Amazon
SocialOct 31, 2025

AWS Hits $132B Run Rate, Growth Lagging Amazon

AWS at a ~$132B run rate growing 20% Quarterly YoY growth trends below $AMZN https://t.co/mvStJ7bBD1

By Jamin Ball
Azure Hits $93B Run Rate, 39% Growth, Lags Microsoft
SocialOct 29, 2025

Azure Hits $93B Run Rate, 39% Growth, Lags Microsoft

Azure at a ~$93B run rate growing 39% constant currency Quarterly YoY growth trends below $MSFT https://t.co/YS2msooKX0

By Jamin Ball
Google Cloud Hits $61B Run Rate, up 34% YoY
SocialOct 29, 2025

Google Cloud Hits $61B Run Rate, up 34% YoY

Google Cloud at a ~$61B run rate growing 34% (not constant currency). Google cloud includes GCP and GSuite Quarterly YoY growth trends in below chart $GOOGL https://t.co/WBQXU7nwmh

By Jamin Ball
Current Top 10 SaaS Cloud Multiples Revealed
SocialOct 24, 2025

Current Top 10 SaaS Cloud Multiples Revealed

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

By Jamin Ball
Software Valuation Multiples Skyrocket with Growth Rate
SocialOct 24, 2025

Software Valuation Multiples Skyrocket with Growth Rate

This week on Clouded Judgement: Long Live Benchmarks! - Median software multiple: 5.2x - High Growth software median: 26.8x - Mid Growth software median: 7.7x - Low Growth software median: 4.0x - 10Y: 4.0% https://lnkd.in/gmxVt3u6

By Jamin Ball
ClickHouse Powers Netflix's 5PB Daily, Scaling for AI Era
SocialOct 24, 2025

ClickHouse Powers Netflix's 5PB Daily, Scaling for AI Era

ClickHouse is handling 5PB PER DAY, 10M+ events per second for Netflix ...Having a database that can scale like this while staying performant will become more important than ever as data explodes in the age of AI

By Jamin Ball
Today's Top 10 SaaS Cloud Multiples Revealed
SocialOct 17, 2025

Today's Top 10 SaaS Cloud Multiples Revealed

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

By Jamin Ball
Dbt Labs and Fivetran Merge, Creating $600M ARR Powerhouse
SocialOct 13, 2025

Dbt Labs and Fivetran Merge, Creating $600M ARR Powerhouse

Huge congrats to the @dbt_labs and @fivetran teams on their merger! Cant wait to see what they accomplish together The combined company will have ~$600m ARR and north of 10k customers https://t.co/6mGdI01dap

By Jamin Ball