Exponential View
Investor Due Diligence Report
by Azeem Azhar
substackBusiness
"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify.
Investor Due Diligence Report
by Azeem Azhar
"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify.
153K
6.5K paid
+0.3%
+1.3%
net growth
Pricing
$19/mo
$120/yr annual option
$74K
6.5K paid subs
$52K/mo – $97K/mo(±30%)
5.1
80.1
0.06%
(comments + likes) / subscribers
~4x per week
3.8 posts/week
79/100
Consistent (~2.0d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Founding Journey | 240K | N/A | $50/mo | substack |
| a16z speedrun | 202K | +4.0% | Free | substack |
| Refactoring | 173K | N/A | $15/mo | substack |
| Clouded Judgement | 87K | N/A | Free | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 148K | $71,894.7 | — |
| Mar 2026 | 151.5K | $73,597.77 | +2.4% |
| Apr 2026 | 151K | $73,357.74 | ~0% |
| May 2026 | 153K | $74,329.29 | ~0% |
Platform Dependency
Operates on custom domain (www.exponentialview.co)
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
153K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 51 similar-size peers in Business have paid tiers
Pricing position
$19/mo vs $7/mo category median (1519 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jan 2026 | $19 | $120 |
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.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 44/100 | 30% |
| Paid Subscriber Ratio | 100/100 | 25% |
| Growth Consistency | 82/100 | 15% |
| Publishing Consistency | 58/100 | 10% |
| Secret Strategist |
| 78K |
| +0.7% |
| Free |
| substack |
Revenue Model
Active paid subscription tier