Jamin Ball

@jaminball

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

San Francisco, CA

cloudedjudgement.substack.com

Joined September 2015

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Jamin Ball
@jaminball
Aug 11
We're very excited for @attestablecom to come out of stealth today. We @AltimeterCap co-led their seed round with @TLV_Partners, and believe they're building a crucial layer in the AI stack. It's clear two things are happening simultaneously - AI systems are making more
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Jamin Ball
@jaminball
Aug 14
Article
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)...
Jamin Ball
@jaminball
Aug 13
Let's go!
Ali Ghodsi
@alighodsi
Aug 13
Today, we announced that we crossed $7B in revenue run-rate, growing over 80% year over year in Q2. We also shared: 🚀 $100M+ revenue run-rate for Lakebase 🚀 $1.5B+ revenue run-rate for Lakehouse, growing over 100% year over year 🚀 Continued positive adjusted free cash flow
Jamin Ball
@jaminball
Aug 13
Next up on First Pass: A conversation with @neilrahilly about how @SierraPlatform AI-pilled their org Great discussion around how a world class organization builds AI tooling
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Jamin Ball
@jaminball
Aug 12
🎯
Yo Shavit
@yonashav
Aug 12
IMO this is the most significant AI technical verification result maybe ever. The ability to require attestation of inference straightforwardly unlocks a large range of inference-oversight practices without the need for any new hardware. I’d assumed this was impossible.