Nate’s Substack
Investor Due Diligence Report
by Nate
substackAI
Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.
Investor Due Diligence Report
by Nate
Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.
134K
5.7K paid
-2.1%
+9.8%
net growth
Pricing
$20/mo
$200/yr annual option
$91K
5.7K paid subs
$63K/mo – $118K/mo(±30%)
9.6
95.0
0.08%
(comments + likes) / subscribers
Daily
6.7 posts/week
91/100
Very Consistent (~1.1d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Almost Timely Newsletter | 298K | +1.0% | Free | substack |
| Marily’s AI Product Academy Newsletter | 210K | N/A | $5/mo | substack |
| The AI Corner | 140K | +10.9% | $89/mo | substack |
| AI Report | 58.5K | +0.9% | $12/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Jan 2026 | 85K | $64,204.2 | — |
| Feb 2026 | 108K | $72,981 | +13.7% |
| Mar 2026 | 139K | $93,937.2 | +28.7% |
| Apr 2026 | 132.5K | $89,532.9 | -4.7% |
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
134K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 28 similar-size peers in AI have paid tiers
Pricing position
$20/mo vs $28.98/mo category average (600 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jan 2026 | $20 | $200 |
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 | 50/100 | 30% |
| Paid Subscriber Ratio | 100/100 | 25% |
| Publishing Consistency | 92/100 | 10% |
| AI: A Guide for Thinking Humans |
| 58K |
| +0.9% |
| Free |
| substack |
Revenue Model
Active paid subscription tier