2nd Order Thinkers
Investor Due Diligence Report
substackAI
Track how AI impacts your work, team culture, and decision-making.
2K
140 paid
N/A
Pricing
$7.5/mo
$75/yr annual option
$835
140 paid subs
$835/mo – $835/mo(±0%)
0.5
9.0
0.47%
(comments + likes) / subscribers
Previously Weekly
1.2 posts/week
52/100
Variable (~6.8d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| MarTech AI | 48K | N/A | $15/mo | substack |
| AI Safety Newsletter | 44K | N/A | Free | substack |
| Data Machina | 21K | N/A | Free | substack |
| Cosmos Institute | 20K | N/A | $10/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 1K | $596.25 | — |
| Mar 2026 | 2K | $1,192.5 | +100.0% |
Platform Dependency
Uses substack platform
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
2K subscribers — below the 3K category median (based on 358 newsletters)
Has paid tier
Active paid subscription offering
Peer monetization
100% of 292 similar-size peers in AI have paid tiers
Pricing position
$7.5/mo vs $6/mo category median (633 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $8 | $75 |
Disclaimer: This report is generated automatically based on publicly available data and proprietary estimation models. Estimated subscriber counts are derived from engagement patterns and should be verified through direct disclosure. Revenue estimates are based on known pricing and estimated paid subscriber counts. This report is for informational purposes only and should not be the sole basis for investment decisions.
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 65/100 | 30% |
| Paid Subscriber Ratio | 75/100 | 25% |
| Publishing Consistency | 40/100 | 10% |
| IRREPLACEABLE with AI |
| 20K |
| N/A |
| $8/mo |
| substack |