Yancey Strickler
Investor Due Diligence Report
by Yancey Strickler
ghostBusiness
Homepage for cofounder of Kickstarter, Metalabel, the Creative Independent, and the author of The Dark Forest Theory of the Internet
2K
~0%
Subscriber count is a platform estimate
Pricing
$5/mo
$50/yr annual option
$883
~200 est. paid subs
$442/mo – $1K/mo(±50%)
Weekly
0.8 posts/week
57/100
Variable (~9.2d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| future/proof | 311K | +0.8% | $25/mo | substack |
| SemiAnalysis | 283K | +1.4% | $50/mo | substack |
| Weekend Briefing | 274K | N/A | Free | substack |
| Not Boring by Packy McCormick | 268K | +0.3% | $20/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 1.5K | $662.5 | — |
| Mar 2026 | 1K | $441.67 | -33.3% |
| Apr 2026 | 2K | $883.33 | +100.0% |
| May 2026 | 2K | $883.33 | ~0% |
Platform Dependency
Uses ghost platform
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
2K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 684 similar-size peers in Business have paid tiers
Pricing position
$5/mo vs $7/mo category median (1496 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $5 | $50 |
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.
| Component | Score | Weight |
|---|---|---|
| Publishing Consistency | 69/100 | 10% |
| 165K |
| N/A |
| $22/mo |
| substack |