Semi Fundamental
Investor Due Diligence Report
substackAI
AI and semiconductor supply chain analysis.
3K
90 paid
N/A
Pricing
$30/mo
$300/yr annual option
$2K
90 paid subs
$2K/mo – $2K/mo(±0%)
21.0
0.70%
(comments + likes) / subscribers
Previously Weekly
1.0 posts/week
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| One Useful Thing | 438K | +0.3% | $10/mo | substack |
| Almost Timely Newsletter | 295K | N/A | Free | substack |
| Artificial Intelligence Made Simple | 196K | N/A | $10/mo | substack |
| Ahead of AI | 191K | +0.4% | $6/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Mar 2026 | 3K | $2,146.5 | — |
Revenue tracking starts with your first month of data. More data points will appear as snapshots accumulate.
Platform Dependency
Hosted on substack subdomain
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
3K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 196 similar-size peers in AI have paid tiers
Pricing position
$30/mo vs $6/mo category median (636 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $30 | $300 |
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.
| Engagement Rate |
| 69/100 |
| 30% |
| Paid Subscriber Ratio | 30/100 | 25% |
| Latent.Space |
| 184K |
| +0.8% |
| $8/mo |
| substack |