The Generalist
Investor Due Diligence Report
by Mario Gabriele
substackBusiness
The people, companies, and technologies shaping the future.
Investor Due Diligence Report
by Mario Gabriele
The people, companies, and technologies shaping the future.
164K
4.2K paid
~0%
Subscriber count is a platform estimate
Insufficient data
29 of 30 days needed
Pricing
$22/mo
$220/yr annual option
$73K
4.2K paid subs
$51K/mo – $95K/mo(±30%)
1.3
56.5
0.04%
(comments + likes) / subscribers
Weekly
0.8 posts/week
47/100
Variable (~9.0d 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 |
|---|---|---|---|
| Jan 2026 | 162.5K | $120,785.94 | — |
| Feb 2026 | 163K | $121,170.72 | ~0% |
| Mar 2026 | 164.5K | $122,272.59 | ~0% |
| Apr 2026 | 163K | $121,170.72 | ~0% |
| May 2026 | 164K | $121,905.3 | ~0% |
Platform Dependency
Operates on custom domain (www.generalist.com)
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Some posts outperform significantly
Subscriber threshold
164K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 48 similar-size peers in Business have paid tiers
Pricing position
$22/mo vs $7/mo category median (1519 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jan 2026 | $22 | $220 |
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 | 37/100 | 30% |
| Paid Subscriber Ratio | 78/100 | 25% |
| Publishing Consistency | 68/100 | 10% |
| Secret Strategist |
| 78K |
| +0.7% |
| Free |
| substack |
Revenue Model
Active paid subscription tier