Asimov’s Addendum

Investor Due Diligence Report

substackAI

A publication by Tim O’Reilly and Ilan Strauss on AI commercialization risks and governance. Disclosure and protocols for healthy AI ecosystems.

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Key Metrics

Subscribers

Verified

Weekly Growth

N/A

Quality & Publishing

Publishing Pace

Previously Bi-weekly

0.5 posts/week

Competitive Landscape (AI)

Newsletter	Subscribers	Weekly Growth	Price	Platform
AI First Designer	214K	N/A	$5.99/mo	substack
Artificial Intelligence Made Simple	198K	+0.3%	$10/mo	substack
TheSequence	170K	N/A	$6/mo	substack
Nate’s Substack	165K	+0.7%	$25/mo	substack
Behind the Craft	151K	N/A

Risk Assessment

Key risk factors for due diligence

High

Platform Dependency

Hosted on substack subdomain

Medium

Key Person

Single-author publication — key-person dependency

High

Revenue Model

Pre-monetization — no paid subscription tier

Monetization Readiness

Readiness for paid subscriptions

Subscriber threshold

1K subscribers — below the 3K category median (based on 346 newsletters)

Has paid tier

No paid subscription tier yet

Peer monetization

100% of 212 similar-size peers in AI have paid tiers

Data Quality

Report Data QualityLimited - Key metrics unavailable

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.