StackRanksFinance newsletter earnings, ranked by estimated MRR
Public revenue estimates for tracked finance newsletters.
| Rank | Publication | MRR | ARR | YoY |
|---|
Public revenue estimates for tracked finance newsletters.
| Rank | Publication | MRR | ARR | YoY |
|---|
Tracked Publication
Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
Earnings Estimates (Gross MRR)
Subscriber Composition
Revenue Estimates (Gross MRR)
$4.1KRange $3.1K – $6.2K
Free Subscribers
20KPaid Subscribers (est.)
134Post Activity
2 posts/moMedian Engagement per Post
Reactions
28
over 45 posts
Comments
2
over 45 posts
Restacks
1
over 45 posts
Paid Plans
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Recent Posts
The AI buildout has hit a new bottleneck, and it sits underneath all the others. For three years, the constraints were physical: GPUs, CoWoS, HBM, power, turbines. Now the constraint is capital.
Cloud hyperscalers: what my expert interview momentum tracker shows for Q3, the AI orchestration layer: Microsoft vs. the LLM providers vs. Google and Amazon, and the AWS Bedrock vs. Microsoft Foundry race in job postings data, AI adoption signals: Copilot & Anthropic’s adoption data.
For most of the last three years, the way the market valued AI was simple: whoever has the best model on the leaderboard wins, and the value flows to them as margins this year for frontier labs have gone to 60,70 or even 80%. I think we have now crossed a threshold where that framing is wrong for the majority of the economy.
The takeoff of personal and work AI agents does significantly shift some market dynamics in different sectors of the economy, and in this article I will try to explain those effects and for which sets of companies the changes might be disruptive in nature.