Chipstrat
Investor Due Diligence Report
substackAI
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
9K
270 paid
N/A
Pricing
$50/mo
$500/yr annual option
$11K
270 paid subs
$11K/mo – $11K/mo(±0%)
15.6
0.17%
(comments + likes) / subscribers
Weekly
1.3 posts/week
65/100
Consistent (~5.6d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| How to AI | 631K | +5.5% | $120/mo | substack |
| Almost Timely Newsletter | 296K | N/A | Free | substack |
| Latent.Space | 182K | +0.3% | $8/mo | substack |
| The Product Compass | 135K | +0.4% | $15/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 8K | $9,540 | — |
| Mar 2026 | 9K | $10,732.5 | +12.5% |
| Apr 2026 | 9K | $10,732.5 | ~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
9K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 90 similar-size peers in AI have paid tiers
Pricing position
$50/mo vs $6/mo category median (633 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $50 | $500 |
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 | 51/100 | 30% |
| Paid Subscriber Ratio | 30/100 | 25% |
| Publishing Consistency | 31/100 | 10% |
| 114K |
| N/A |
| $8/mo |
| substack |