Clouded Judgement
Investor Due Diligence Report
substackBusiness
Weekly data driven analysis of AI and software companies.
Investor Due Diligence Report
Weekly data driven analysis of AI and software companies.
89K
~0%
Subscriber count is a platform estimate
2.9
59.3
0.07%
(comments + likes) / subscribers
Weekly
1.0 posts/week
100/100
Very Consistent (~7.0d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| future/proof | 348K | +0.3% | $9/mo | substack |
| SemiAnalysis | 321K | +0.5% | $50/mo | substack |
| Founding Journey | 251K | N/A | $50/mo | substack |
| Pagebound's Substack: Page Against the Machine | 174K | +0.6% | Free | substack |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
89K subscribers — above the 2K category median for first paid tier
Has paid tier
No paid subscription tier yet
Peer monetization
54% of 50 similar-size peers in Business have paid tiers
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 | 67/100 | 30% |
| Publishing Consistency | 100/100 | 10% |
| 3MTT Lagos Community |
| 117K |
| N/A |
| Free |
| substack |
Revenue Model
Pre-monetization — no paid subscription tier