A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research
@jukan05 Banks give away research for free and nobody reads it. SemiAnalysis charges for consulting and there's a waitlist. That tells you everything about where credibility lives now.
SemiAnalysis will generate $100 million in revenue this year, and the newsletter accounts for only a very small portion of that. This is something I've been thinking for a while: SemiAnalysis's newsletter is basically a charitable project. He could shut it down at any time and [i…