Clouded Judgement 3.20.26 - Digital Twins

Apr 6, 2026
  • The article discusses the evolution of Digital Twins in the context of cloud software and enterprise applications.
  • It highlights how digital twins are moving beyond industrial use cases into the realm of Knowledge Work and automated business processes.
  • Jamin Ball analyzes the shift in software architecture required to support real-time synchronization between physical/process data and digital models.
  • The piece explores the investment landscape and valuation trends for cloud companies successfully integrating digital twin technologies.

Entities: Jamin Ball, Simons Chase, Clouded Judgement, Substack, Selflet.ai