Breadcrumbs by Amit Paul
Investor Due Diligence Report
substackClimate
Connecting the regenerative dots. This is where I work out my thinking. Firm beliefs held lightly. Beliefs that long for dialogue. To be further worked out. Together.
200
14 paid
N/A
Pricing
$8/mo
$80/yr annual option
$89
14 paid subs
$89/mo – $89/mo(±0%)
Unknown
0.0 posts/week
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| HEATED | 140K | -0.3% | $8/mo | substack |
| The Crucial Years | 123K | +0.9% | $6/mo | substack |
| Energy Talking Points by Alex Epstein | 57K | N/A | $9/mo | substack |
| The Hotshot Wake Up | 32K | N/A | $6.99/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Apr 2026 | 200 | $89.04 | — |
Revenue tracking starts with your first month of data. More data points will appear as snapshots accumulate.
Platform Dependency
Hosted on substack subdomain
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
200 subscribers — below the 2K category median (based on 104 newsletters)
Has paid tier
Active paid subscription offering
Peer monetization
100% of 48 similar-size peers in Climate have paid tiers
Pricing position
$8/mo vs $6/mo category median (185 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Apr 2026 | $8 | $80 |
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.
| Paid Subscriber Ratio |
| 75/100 |
| 25% |
| David Gelles |
| 30K |
| N/A |
| Free |
| substack |