Next Wave by David Bromberg
Investor Due Diligence Report
substackAI
Interviews and deep dives about future of software, AI, and energy.
54K
3.6K paid
~0%
Subscriber count is a platform estimate
-0.0%
net churn
Pricing
$10/mo
$100/yr annual option
$29K
3.6K paid subs
$29K/mo – $29K/mo(±0%)
8.5
0.02%
(comments + likes) / subscribers
Previously Occasional
0.1 posts/week
59/100
Variable (~68.5d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| How to AI | 631K | +5.5% | $120/mo | substack |
| Latent.Space | 182K | +0.3% | $8/mo | substack |
| The AI Corner | 151K | +2.8% | $89/mo | substack |
| The Product Compass | 135K | +0.4% | $15/mo | substack |
| Import AI |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 55K | $29,081.1 | — |
| Mar 2026 | 54K | $28,548.45 | ~0% |
| Apr 2026 | 54K | $28,548.45 | ~0% |
| May 2026 | 54K | $28,548.45 | ~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
54K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 49 similar-size peers in AI have paid tiers
Pricing position
$10/mo vs $6/mo category median (633 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $10 | $100 |
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 | 29/100 | 30% |
| Paid Subscriber Ratio | 90/100 | 25% |
| 127K |
| +0.9% |
| $10/mo |
| substack |