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Brandon is joined by Jamin Ball, a partner at Altimeter Capital and the author of the "Clouded Judgement" newsletter. Together, they delve into the crucial financial metrics utilized in evaluating cloud-based enterprises and examine the standout performers in the fourth quarter of 2022. Show Links A Look Back at Q4 '22 Public Cloud Software Earnings (https://cloudedjudgement.substack.com/p/a-look-back-at-q4-22-public-cloud?utm_source=post-email-title&publication_id=56878&post_id=113895854&isFreemail=true&utm_medium=email) The Cloudcast, The Evolution of SaaS Business Models, Episode 708 (https://www.thecloudcast.net/2023/04/the-evolution-of-saas-business-models.html) Clouded Judgement (https://cloudedjudgement.substack.com/) Contact Jamin LinkedIn (https://www.linkedin.com/in/jamin-ball-49366137/) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send