AI Report
Investor Due Diligence Report
by Ernst-Jan Pfauth
substackAI
AI Report is de grootste Nederlandstalige AI-nieuwsbrief en podcast. Elke week het belangrijkste AI-nieuws, uitgelegd door Alexander Klöpping en Wietse Hage
Investor Due Diligence Report
by Ernst-Jan Pfauth
AI Report is de grootste Nederlandstalige AI-nieuwsbrief en podcast. Elke week het belangrijkste AI-nieuws, uitgelegd door Alexander Klöpping en Wietse Hage
58.5K
57K free · 1.5K paid
+0.9%
-43.1%
net churn
Pricing
$12/mo
$120/yr annual option
$14K
1.5K paid subs
$12K/mo – $16K/mo(±15%)
2.2
11.4
0.02%
(comments + likes) / subscribers
~3x per week
2.6 posts/week
76/100
Consistent (~3.5d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Almost Timely Newsletter | 298K | +1.0% | Free | substack |
| Marily’s AI Product Academy Newsletter | 210K | N/A | $5/mo | substack |
| The AI Corner | 140K | +11.4% | $89/mo | substack |
| AI: A Guide for Thinking Humans | 58K | +0.9% | Free | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Jan 2026 | 53.3K | $33,781.14 | — |
| Feb 2026 | 54.5K | $34,572.96 | +2.3% |
| Mar 2026 | 58.5K | $37,110.6 | +7.3% |
Platform Dependency
Operates on custom domain (www.aireport.email)
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Some posts outperform significantly
Subscriber threshold
58.5K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 45 similar-size peers in AI have paid tiers
Pricing position
$12/mo vs $29.03/mo category average (601 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jan 2026 | $12 | $120 |
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 | 50/100 | 30% |
| Paid Subscriber Ratio | 41/100 | 25% |
| Publishing Consistency | 56/100 | 10% |
| Not A Bot |
| 53K |
| N/A |
| Free |
| substack |
Revenue Model
Active paid subscription tier