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Clouded Judgement 7.10.26 - Own Your Weights

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Every week I’ll provide updates on the latest trends in cloud software companies.

Clouded Judgement 7.10.26 - Own Your Weights Jamin Ball Jul 10, 2026 63 1 1 Share Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe 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 on today was the concept he talked about of “owning your weights.” In summary: should enterprises “own” their models or rent them (ie buy from a large lab). Should you own your weights to give yourself more control, b

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