Jamin Ball
@jaminball

Partner at Altimeter Capital. Dad to 4 amazing kids. No investment advice, all views personal

 San Francisco, CA
Based in United States
cloudedjudgement.substack.co…
Joined September 2015
1,283 Photos and videos
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Own the Interaction Layer

From Clouded Judgement: Own the Interaction Layer Last year I wrote an article about how the front door to systems of record were evolving. I think a better title would have been something about how

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AI's Three Mile Island

From Clouded Judgement: AI's Three Mile Island Dario dropped another blog post last weekend that went viral - “We Must Pace the Frontier.” As you could expect, it created an entire spectrum of

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Paying for the Curve

From Clouded Judgement: Paying for the Curve Lots of drama this week on math proofs! I’m sure most have seen the back and forth between folks at OpenAI and Anthropic about a Navier Stokes proof. The

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Recurrent Depth

From Clouded Judgement: Recurrent Depth This week we got a peak into OpenAIs new model Astra. I thought this was an important model because it’s rumored to use a new technique called recurrent depth.

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Zero Data Retention

From Clouded Judgement: Zero Data Retention FT recently dropped an article showing the spend split between different Anthropic models (indexed back to June). What was interesting about this chart

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What Could Go Right?

From Clouded Judgement: What Could Go Right? Whenever I’m thinking about making a private investment there’s (broadly) a couple main questions I ask myself: What could go right If things go right how

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Useful Life

From Clouded Judgement: Useful Life A few weeks ago I wrote an article “The Second Life of a GPU.” In that post I discussed a (hypothetical) scenario where GPUs retained value past their (presumed)

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Custom Tokens

From Clouded Judgement: Custom Tokens I strongly believe there will be 3, very large, markets that emerge in the “model / token” market: Frontier tokens (ie from the large labs like OpenAI and

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AWS CapEx ROI

From Clouded Judgement: AWS CapEx ROI The vast majority of earnings calls from public companies are pretty boring. But every now and then a CEO pulls back the curtain a bit and goes into a level of

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The World Isn't Zero Sum

From Clouded Judgement: The World Isn’t Zero Sum I debated the title for this article a lot. The other option was “The World Isn’t Binary.” I’m still not exactly sure which title better describes this

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Open Weights, Closed Prices?

From Clouded Judgement: Open Weights, Closed Prices? There’s a new open weights model out this week many are talking about - Kimi K3. It’s not technically open weights YET, but on their launch blog

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Own Your Weights

From Clouded Judgement: Own Your Weights Alex Karp had a pretty spicy segment on CNBC last week talking about a lot of things (many of which took shots at the large AI labs). The part I want to focus

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