Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 45 | Founded | 9 months ago | Last Issue | 7 days ago |
| Active | |||||
Read this Newsletter
kakashiii111.substack.comLatest Issues
A Look at SpaceX’s Q3 2026 Results: The Best Neocloud of All?
In my first article on SpaceX, I reviewed the history of SpaceX’s SI segment (SI is the new branding name of AI), from Twitter to X to xAI, and now as a segment in SpaceX.
In my first article on SpaceX, I reviewed the history of SpaceX’s S...
OpenAI’s Dictionary for Wall Street: ARR, Revenue, AGI, WAU, Compute Commitments and More
What you need to know about OpenAI
Just a little over a week ago, the market was hit with a “bad” catalyst: the previous reporting on OpenAI closing in on $70B in ARR was basically a little “off,” and it is actually closer to $50B. Just a...
NVIDIA SERIES | PART 1 : Jensen's Math and the Blackwell Gap: Dies, Chips, GPUs, and Revenue
With Vera Rubin around the corner, let’s go back and discuss Blackwell: the numbers, the definitions, and the gap.
Blackwells are the fastest and most accessible GPUs to use for compute right now. But beside that fact, nobody was prepared...
Oracle: Hyperscaler or Neocloud? A Look into Q1 FY2027
the RPO, the capex, the prepayments behind the record operating cash flow, what really supported the ending cash, the lease commitments, the debt, and Stargate.
Oracle is one of the oldest names in enterprise tech, and for over a decade it...
A read into Nebius' Q2 Earning Report
"First asset-backed debt" and dilution for more GPUs, Vineland, eBay-auctioned-like for compute and the Importance of Nebius for Nvidia.
Nebius was my first coverage when I started the “The Neoclouds Series”, where I plan to cover the majo...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Kakashii's Materials.
| Subscribers | Engagement | 80 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Kakashii's Materials ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 31 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #130 | |
| #77 |
Authors
The writers behind this newsletter.
Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China
Frequently Asked Questions
How can I access the email archive for Kakashii's Materials?
You can find recent issues that have been published by Kakashii's Materials on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Kakashii's Materials have?
To see how many people subscribe to Kakashii's Materials, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Kakashii's Materials?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Kakashii's Materials as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Kakashii's Materials?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Kakashii's Materials using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Kakashii's Materials?
Scroll up to where it says Related Newsletters to see other publications like Kakashii's Materials. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Kakashii's Materials?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.