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Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Data updated Yesterday
Avg Comments
3.0
Avg Likes
113.5
Engagement Rate
0.13%· ~117 likes + comments/post
(comments + likes) / subscribers
Quality Score
Engagement vs Business
0.13% engagement rate
Score Breakdown
Engagement Score
2.5K paid
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Start tracking — freeSubscriber count is a platform estimate — actual growth not reflected in chart
vs 323 newsletters in Business
89K places you in the top 10% of newsletters in this category.
Engagement Rate
0.13%
median: 0.00%
Posts per Week
0.5
median: 1.0
Publishing Consistency
61/100
median: 64/100
Subscribers
89K
median: 2K
Here's what we know about this newsletter's activity:
Publishing Pace
Bi-weekly
Consistent
Category Rank
#71 of 1401
in Business
Engagement Trend
Rising
based on recent posts
| Subscriber-only |
| Engels' Pause and the Permanent Underclass The first permanent underclass, and what that would look like today.Apr 15, 2026 | Public |
| Another Conversation with Val Bercovici Memory MarketsGeneral chatter about memory, agents, and more!Feb 16, 2026 | Public |
| 2026 AI & Semiconductor OutlookA wee bit late, and a bit different this year.Jan 7, 2026 | Subscriber-only |
| Lessons from History: The Great Railroad BuildoutHistory doesn't rhyme, it just repeats itself with increasingly strained analogiesDec 17, 2025 | Subscriber-only |
| Market Volatility: Some ThoughtsThe long overdue correction is here. I think it's a bit more technical than you previously thought.Nov 24, 2025 | Subscriber-only |
| Earnings Recap So Far (And Ideas)Memory rips, Intel doesn't move on anything near term, and moreOct 28, 2025 | Subscriber-only |
| Will Eatherton: How Cisco Plans to Compete in the AI DatacenterListen now (41 mins) | How does Cisco plan to make a dent in the all important AI market.Oct 27, 2025 | Public |
| Where We Go From HereA sober look at the potential trajectory of a bubble.Oct 2, 2025 | Subscriber-only |
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90K subs
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Publishing Frequency
Bi-weekly
Last published May 19, 2026
0.5 posts/week avg
Business Pricing
$7/mo median
Premium tier
Monetization Readiness
Already monetizing
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Start tracking — free89.0K subscribers and 0.13% engagement — past the threshold where Business newsletters typically attract sponsors.
Premium Pricing
Priced at $50/mo, 614% above the Business median of $7/mo.