Vik's Newsletter
Investor Due Diligence Report
substackAI
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
14K
420 paid
+3.9%
Pricing
$50/mo
$500/yr annual option
$17K
420 paid subs
$17K/mo – $17K/mo(±0%)
2.4
28.6
0.22%
(comments + likes) / subscribers
Previously Weekly
1.4 posts/week
64/100
Consistent (~5.8d avg)
| 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 |
|---|---|---|---|
| Feb 2026 | 13K | $15,502.5 | — |
| Mar 2026 | 13.5K | $16,098.75 | +3.8% |
Platform Dependency
Uses substack platform
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
14K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 89 similar-size peers in AI have paid tiers
Pricing position
$50/mo vs $6/mo category median (636 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $50 | $500 |
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 | 54/100 | 30% |
| Paid Subscriber Ratio | 30/100 | 25% |
| Publishing Consistency | 14/100 | 10% |
| Latent.Space |
| 184K |
| +0.8% |
| $8/mo |
| substack |