Public revenue estimates and confidence signals for tracked finance newsletters.
| Rank | Publication | MRR | ARR | MoM |
|---|
Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
Earnings Estimates (Gross MRR)
$56.1KMidpoint (best estimate)Subscriber Composition
3%PaidRevenue Estimates (Gross MRR)
$56.1KRange $18.7K – $187KJun 10 - Jun 18
Subscriber Count
10KJun 10 - Jun 18
Publish Cadence
2.3Per weekJun 10 - Jun 18
Paid Content Mix
40%Jun 10 - Jun 18
Median Engagement Per Post
Median 38 reactions / 0 comments / 3 restacks per recent post
Estimate Summary
Key Context by Tae Kim is estimated from the public paid-audience bucket "Hundreds of paid subscribers" and regular web subscription prices. finance-v1 uses a 70% monthly / 30% annual mix and reports gross MRR before any discounts, fees, taxes, refunds, churn, or comp adjustments. The base/high paid-subscriber estimates are sanity-capped against the visible free subscriber count.
Recent Posts
Key Context spoke with CoreWeave co-founder Brannin McBee and VP of Corporate Development Nick Robbins to discuss the state of AI demand.
RTX Spark is a new chip designed by NVIDIA in partnership with MediaTek that will power a new line of Windows PCs from nearly every major PC maker.
What the SpaceX team has accomplished is a truly amazing feat, but ...
Key Context spoke with Intel VP of AI Products Anil Nanduri on June 1 at the Computex conference in Taiwan.
Part of the reason the market is tanking today is that SemiAnalysis sent a report to its institutional clients making a negative call on the CPO (co-packaged optics) rollout.
It’s best to have a thoughtful plan so you’re best prepared to succeed.
The CPU business is ramping even faster than expected due to the AI agent megatrend.
Jensen Huang and Lip-Bu Tan discuss AI demand and supplies.
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
Deeply researched interviews
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.
Technology, politics, supply chains, chips, AI, economics, history. And whatever else is on my mind.
Finance and politics made clear
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