True Positive Weekly

Investor Due Diligence Report

substackAI

The most important artificial intelligence and machine learning links of the week.

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Key Metrics

Subscribers

20K

1.4K paid

Verified

Weekly Growth

~0%

Subscriber count is a platform estimate

Paid Sub Retention (30d)

Insufficient data

16 of 30 days needed

Revenue Analysis

Pricing

$10/mo

$110/yr annual option

Est. Monthly Revenue

$12K

1.4K paid subs

$12K/mo – $12K/mo(±0%)

Engagement

Avg Likes/Post

2.5

Engagement Rate

0.01%

(comments + likes) / subscribers

Quality & Publishing

Audience Quality Score

61Fair

0100

Publishing Pace

Bi-weekly

0.8 posts/week

Score based on available components only.

Component	Score	Weight

Competitive Landscape (AI)

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	+10.9%	$89/mo	substack
AI Report	58.5K	+0.9%	$12/mo	substack

Revenue Trajectory

Estimated monthly revenue over time

Month	Subscribers	Est. Revenue	Change
Feb 2026	20K	$11,865	—
Mar 2026	20K	$11,865	~0%
Apr 2026	20K	$11,865	~0%

Risk Assessment

Key risk factors for due diligence

High

Platform Dependency

Hosted on substack subdomain

Medium

Key Person

Single-author publication — key-person dependency

Low

Audience Concentration

Consistent engagement across posts

Low

Revenue Model

Active paid subscription tier

Monetization Readiness

Monetization status

Subscriber threshold

20K subscribers — above the 3K category median for first paid tier

Has paid tier

Active paid subscription offering

Peer monetization

100% of 73 similar-size peers in AI have paid tiers

Pricing position

$10/mo vs $28.98/mo category average (598 newsletters)

Pricing History

Date	Monthly	Annual
Mar 2026	$10	$110

Data Quality

Report Data QualityFull - All metrics available

Subscriber Confidenceverified

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.