Jamin Ball News Today

The numbers are in, and the cloud infrastructure market grew at a brisk pace this quarter driven by increasing interest in generative AI.

With Twilio under pressure from activist investors, it's looking at whether to sell Segment, the company it bought in 2020 for $3.2 billion.

Twilio’s foray into the customer data (CDP) business could be heading for an early conclusion. The former startup offers communications software services via APIs, and in recent years expanded its product footprint through the acquisition of companies like Segment, which added CDP capabilities to its larger portfolio. Now, in the wake of the company’s growth slowing to a near halt in late 2023 and the exit of its founding CEO Jeff Lawson, Twilio is executing “an extensive ...

After a few quarters in the doldrums, the cloud computing market came back in a big way this quarter with record quarter-over-quarter growth.

For the last several quarters we've seen a lull in the expansion of the cloud infrastructure market, with lower growth numbers than we've been accustomed to seeing in the past. The new revenue wave began just last year, driven by the ChatGPT hype cycle, but has already pushed cloud infra revenue in the fourth quarter of 2023 to $74 billion, up $12 billion over last year at this time and $5.6 billion over Q3, the largest quarter-over-quarter increase the cloud market has experienced, p...

The Silicon Valley funding pipeline is under pressure like never before.

‘This is the year that the shit’s hitting the fan because you can only extend runway so much, and it doesn’t mean much if you’re not growing.’ – Ed Sim Ed Sim (Founder and Managing Partner at Boldstart Ventures) and Jamin Ball (a Partner at Altimeter Capital) explore

Jamin Ball is a Partner @ Altimeter Capital where he sits on the board of Airbyte, Clickhouse, dbt Labs, Prisma, Tabular. Jamin has also led investments in…

There could be good news just around the corner, provided services with generative AI become as powerful as expected, and are as in demand as hoped.

If market conditions continue to improve, it’s only a matter of time until we see a new crop of IPOs. But that might not happen as soon as you’d expect.