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Jamin Ball

Partner, Altimeter Capital · 1 appearance on the record.

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investoranalystauthor@jaminball ↗LinkedIn ↗cloudedjudgement.substack.com ↗

Jamin Ball is a Partner at Altimeter Capital focusing on cloud, data infrastructure, and enterprise AI investments, having previously spent five years at Redpoint Ventures. He is also the author of Clouded Judgement, a weekly newsletter providing valuation and data analysis on software companies.

5statements → 1claims → 0claims resolved → 4/5average certainty → 2.6/5average debate potential → 7said about them ↓

1 not checkable as stated how the 1 claim stands · each chip opens the sources

1 assertion · 4 insights · every statement was checked. The predictions and assertion are the 1 claim: statements the public record can support or contradict. 0 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

Everything Jamin Ball said on BG2 Pod that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Ball: Mega-funds incentivize VCs to prioritize deploying capital over founder success
“And so now there's a path where investors, GPs get rich, where the outcome of the founders and their companies is irrelevant. Not to say they are aligned in opposite directions, but they're no longer aligned. And now, as a rational actor, you could say, why no…”
Jamin Ball Oct 31, 2024 ▶ 10:31 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
Insight
Ball: Startups with excess capital inevitably dilute focus across too many initiatives
“Every founder and every company and every board will tell you if we raise money, we're not going to spend it. We're going to stay frugal. That never happens. And instead of focusing on, you might ask a founder, what are the three things that matter most this y…”
Jamin Ball Oct 31, 2024 ▶ 13:48 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
Insight
Ball: Raising $100M too early eliminates moderate exit outcomes for founders
“There are companies that could be sold for a 102 hundred million dollars that results in life-changing outcomes for founders and early employees. If you raised a hundred million dollars too early, that exit path is no longer on the table. You can't sell the bu…”
Jamin Ball Oct 31, 2024 ▶ 12:51 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
Insight
Ball: Venture capital shifted from cottage industry to institutional asset class
“The venture markets have transitioned from a high margin cottage industry to a institutionalized lower margin industry, and that has a lot of implications.”
Jamin Ball Oct 31, 2024 ▶ 7:54 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
Assertion Not checkable as stated
Ball: Services markets are usually 10x larger than software markets
“Services markets are usually 10 X bigger than software markets.”
Jamin Ball Oct 31, 2024 ▶ 48:28 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod

The other half of the tape: Jamin Ball's own voice is left out of every number here. Other people bring the name up 6 times in 4 episodes on BG2 Pod. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Brad Gerstner 6

Statements about Jamin Ball, by other people (1)

Assertion Supported
Gerstner: Median software IPO over past decade had $185M revenue, 50%+ growth
“If you look at the, you know, the last 10 years, The average software IPO has been about a 185 in, in median in median revenue over the last 12 months, and it has over 50% growth.”
Brad Gerstner Apr 18, 2024 ▶ 6:17 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

Every mention by year

tap a year for its mentions
0032642024episodesmentions
0242024episodes it came up in
000.821.542024episodesmentions per episode
2024 6 mentions in 4 episodes 2 per episode

Appearances (1)

EpisodeDateSpeaking time
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Oct 31, 2024 9m
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