Investor Due Diligence Report
by Marcus on AI
"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be." - Kim Stanley Robinson, author of Ministry for the Future.
103K
6.1K paid
+0.5%
Insufficient data
29 of 30 days needed
Pricing
$8/mo
$80/yr annual option
$39K
6.1K paid subs
$39K/mo – $39K/mo(±0%)
~3x per week
3.3 posts/week
41/100
Variable (~2.5d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Almost Timely Newsletter | 297K | -0.2% | Free | substack |
| AI Supremacy | 210K | +0.5% | $12/mo | substack |
| Artificial Intelligence Made Simple | 195K | N/A | $10/mo | substack |
| Sabrina Ramonov 🍄 | 187K | +3.1% | Free | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 100K | $42,294 | — |
| Mar 2026 | 102K | $38,598.84 | -8.7% |
| Apr 2026 | 102K | $38,598.84 | ~0% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
103K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 39 similar-size peers in AI have paid tiers
Pricing position
$8/mo vs $28.61/mo category average (615 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $8 | $80 |
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% |
| Paid Subscriber Ratio | 100/100 | 25% |
| Publishing Consistency | 13/100 | 10% |
| Ahead of AI |
| 181K |
| +1.7% |
| $6/mo |
| substack |