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Platform Portability
Uses custom domain (chipstrat.com) — can migrate to any platform without losing subscribers
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Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
Data updated 1 month ago
Avg Likes
15.6
Engagement Rate
0.17%· ~16 likes + comments/post
(comments + likes) / subscribers
Quality Score
Vik's Newsletter
Engagement vs AI
0.17% engagement rate
Score Breakdown
Engagement Score
| Public |
| The Agentic Computer: New S-Curve or Another iPad? The next device category is here. But will the economics work?Apr 7, 2026 | Subscriber-only |
| GTC 2026 Keynote DebriefScale up, CPUs, Groq, tiered inference economics, SaaS is not deadMar 17, 2026 | Subscriber-only |
| Photons as a ServicexLight's plan to swap EUV's light source for a free-electron laser and sell light like a utility.Feb 25, 2026 | Subscriber-only |
| Arista's Ethernet Bet, and the Six Debates That Decide If It's Worth 40xQ4 FY2025 earnings scored against the bull and bear casesFeb 23, 2026 | Subscriber-only |
| The Nvidia Business Hiding in Plain SightAnd it's bigger than Wall Street thinksFeb 17, 2026 | Subscriber-only |
| Meta’s ROIC Strategy: GEM Now, LLMs LaterMeta doesn't need the smartest AI. It needs the most profitable one.Feb 10, 2026 | Subscriber-only |
| The MI450 Waiting GameAMD delivered its best quarter ever. Yet the market wants to know why to own it right now.Feb 6, 2026 | Subscriber-only |
| This Month in Review (Jan '26)Infra Economics, Post-GPT Architectures, Autonomy & LiDAR, Intel, Semi DopedJan 30, 2026 | Public |
| Intel Q425: Back to RealityContinued supply constraints, advanced packaging timing, and why Q1 2026 will be more of the sameJan 29, 2026 | Subscriber-only |
270 paid
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Start tracking — freeWe don't have enough growth data for Chipstrat yet. The average AI newsletter has 2K subscribers and grows +0.4%/week.
Based on 575 AI newsletters tracked
vs 136 newsletters in AI
9K places you in the top 25% of newsletters in this category.
Engagement Rate
0.17%
median: 0.00%
Posts per Week
1.3
median: 1.0
Publishing Consistency
65/100
median: 65/100
Subscribers
9K
median: 2K
AI Email Marketing Prompts
9K subs
Teaching in the Age of AI
9K subs
The Gaussian Splatting Newsletter
8K subs
++7.1%/wk
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Publishing Frequency
Weekly
Last published Apr 9, 2026
Usually publishes Tue, Thu
1.3 posts/week avg
AI Pricing
$6/mo median
Premium tier
Monetization Readiness
Already monetizing
100% of similar-size AI newsletters also have paid tiers
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Start tracking — freeApproaching Sponsor Threshold
9.0K subscribers with 0.17% engagement — 90% of the typical sponsor threshold for AI newsletters.