Investor Due Diligence Report
A newsletter, podcast, & community focused on the technology, politics, and policy of decarbonization. In your inbox once or twice a week.
92K
8.7K paid
+0.6%
Insufficient data
21 of 30 days needed
Pricing
$6/mo
$60/yr annual option
$42K
8.7K paid subs
$42K/mo – $42K/mo(±0%)
6.0
27.0
0.04%
(comments + likes) / subscribers
Weekly
1.8 posts/week
84/100
Very Consistent (~4.1d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Energy Talking Points by Alex Epstein | 57K | N/A | $9/mo | substack |
| MCJ Newsletter | 37K | N/A | Free | substack |
| Planet: Critical | 32K | N/A | $8/mo | substack |
| The Hotshot Wake Up | 32K | N/A | $6.99/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 89K | $40,330.35 | — |
| Mar 2026 | 91K | $41,236.65 | +2.2% |
| Apr 2026 | 92K | $41,689.8 | ~0% |
Platform Dependency
Uses substack platform
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
92K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 4 similar-size peers in Climate have paid tiers
Pricing position
$6/mo vs $11.79/mo category average (208 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $6 | $60 |
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 | 63/100 | 10% |
| David Gelles |
| 30K |
| N/A |
| Free |
| substack |
Revenue Model
Active paid subscription tier