Chamath Palihapitiya
Investor Due Diligence Report
by Chamath Palihapitiya
substackFinance
I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.
Investor Due Diligence Report
by Chamath Palihapitiya
I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.
282K
~0%
Subscriber count is a platform estimate
Insufficient data
0 of 30 days needed
Pricing
$99/mo
$999/yr annual option
$372K
~8.3K est. paid subs
$186K/mo – $558K/mo(±50%)
24.2
226.9
0.09%
(comments + likes) / subscribers
Weekly
1.7 posts/week
79/100
Consistent (~4.2d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Benzinga | Ring The Bell | 814K | N/A | Free | substack |
| Compounding Quality | 531K | N/A | $57/mo | substack |
| The Contrarian | 468K | -0.3% | $7/mo | substack |
| Sinocism | 427K | -0.1% | $20/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Jan 2026 | 232.5K | $306,810 | — |
| Feb 2026 | 235.5K | $310,770 | ~0% |
| Mar 2026 | 256K | $337,815 | +8.7% |
| Apr 2026 | 258K | $340,470 | ~0% |
| May 2026 | 265K | $349,695 | +2.7% |
| Jun 2026 | 273.5K |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
282K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
88% of 16 similar-size peers in Finance have paid tiers
Pricing position
$99/mo vs $5/mo category median (642 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jan 2026 | $99 | $999 |
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 | 100/100 | 30% |
| Publishing Consistency | 61/100 | 10% |
| 426K |
| +1.7% |
| $10/mo |
| substack |
| $360,900 |
| +3.2% |
| Jul 2026 | 278.5K | $367,515 | ~0% |
| Aug 2026 | 281K | $370,800 | ~0% |
| Sep 2026 | 282K | $372,150 | ~0% |
| Oct 2026 | 282K | $372,150 | ~0% |