Marc Daniels 🇺🇸

@sportsPR @ArashMarkazi So yes?

@mpauldaniels @ArashMarkazi Proximity to Hollywood

The UCLA Women’s Basketball National Championship team (Lauren Betts, Gabriela Jaquez, Kiki Rice, Angela Dugalić & Coach Cori Close) will be on Jimmy Kimmel tonight.

@JonahLupton @benitoz I mean since you’re already on it how is Lilly going to make a bunch of money when the black/grey market is already saturated? IMO the real hits to Novo and Lilly have been compounding.

@benitoz Yes

Retatrutide will be the biggest selling drug of all time!!! 1) lose weight 2) retain muscle 3) reduce fatty liver 4) lower blood pressure 5) control blood sugar 6) improve cholesterol levels 7) reduce joint pain I think lifetime revenues could exceed $500+ billion depending on what other triple agonists hit the market in the next 5+ years. We own $LLY at @FirstWaveFund because we expect Retatrutide to be available in the next 12-18 months. I think $LLY could rally into the launch of Retatrutide as we continue to see incredible phase3 trial data and the average person/investor starts to learn more about this drug. I also expect $LLY and the FDA to aggressively go after any/all copycats and grey market compounders. NFA. DYOR.

@LeslieAnneWade @REFLOG18 Awesome story thank you for sharing!

@REFLOG18 The real bonus was being with Luther. Watching him “listen” to the song once and then listening to him do it his way. I had always been a fan. It was breathtaking….Grateful! That’s a bonus that lasts for all these years.

My claim to fame? I asked Luther Vandross to sing One Shining Moment for CBS. In return, he asked for two tickets to Hairspray on Broadway. It was recorded in one take at the Hit Factory in NYC. #Fact

@pitdesi What are the odds he will pay out?

This is the SF bet I have with Keith in case people were wondering. Anthropic will demolish this by itself but there are others too. x.com/rabois/status/…

A couple of bets today

Congratulations to @UCLAWBB on becoming this year’s @NCAA tournament champions. Bruins everywhere cheer the spirit this team brought to every game. Congrats also to @CoachCoriClose. @UCLA @UCLAAthletics #GoBruins

UCLA ADVANCES TO ITS FIRST NCAA NATIONAL CHAMPIONSHIP 🐻 THE BRUINS TAKE DOWN THE LONGHORNS IN A WIRE-TO-WIRE WIN🔥

@lulumeservey They did post immediately - what they posted just wasn’t well received (eg saying ‘misleading’ rather than false) delve.co/blog/response-…

When crisis hits, your lawyers will tell you to stay quiet until the investigation is complete And it is VERY IMPORTANT THAT YOU DON’T LISTEN TO THEM Investigations take forever and by the time they’re done your company could be DOA Lawyers are doing their job in minimizing legal risk, but losing in the court of public opinion matters too Letting trust bleed out is way worse than potentially sharing too much I don’t know the facts in the Delve case, but my read from afar is that unhelpful advice has made a bad situation worse

THERE IS NO WAY THIS PLAY JUST WORKED Coaches across America will be playing this on loop.

@BarrieMatt @JoshDance @panphora @polsia Very cool - what’s the setup there?

@JoshDance @mpauldaniels @panphora @polsia 90 applicants so far, 20 triallists, maybe 5 active - but it’s only been a few days. Deploying Polsia across sales function with Apollo.io next week

So, @polsia is a scam. The "businesses" are hollow shells. I checked three of the companies Polsia claims to have launched — FleetNova (trucking), DeckFlow (pool professionals), and Panelwright (indie comics). Every single one is a nice-looking landing page with marketing copy, but none of them have any sign-up button, login, pricing page, payment integration, or any way for a customer to actually use or buy anything. They're purely cosmetic. The dashboard claims "1,317 companies launched in the past 24h" and "6,089 active companies" — but "launched" apparently just means "a landing page was generated." The Twitter account is pure spam with zero engagement. The @polsia account has posted 73,000 tweets but has only 12.3K followers. Every tweet I checked had 0 replies, 0 retweets, 0 likes, and only 4-10 views. They're posting a new promotional tweet roughly every 2-3 minutes, each one a templated pitch for a different AI-generated "company." The dashboard brags about "1,815 tweets in the past 24h" — that's a tweet every 48 seconds. Nobody is reading them. The emails are likely unwanted cold outreach. The live dashboard showed emails going out to real people, including things like outreach to landlords in Sydney and cold emails to French education contacts. The system is doing "cold outreach" at scale — the dashboard showed 281,091 emails sent, which at best is mass cold emailing and at worst is genuine spam with spoofed emails that never actually go out. Real users are angry. On Trustpilot, Polsia has a 2.7/5 rating with 6 reviews — 66% are 1-star. The complaints are consistent: users pay for a subscription, the AI burns through credits doing "tasks" that are marked complete but don't actually work, products never actually deploy, and customer service is unresponsive. One reviewer wrote that they can't even log in to cancel and are still being charged £38/month. Another said the company "stole credit for me to fix their own mistakes and never refunded me." Even Polsia's own AI, responding within a Trustpilot review, essentially confirmed the pattern is real and told the user to demand a refund publicly. The most important part: The business model is subscription revenue, not business revenue. Polsia charges ~$50/month per user after a free trial. The $6.3M "Annual Run Rate" on their dashboard appears to come from subscriber fees, not from the businesses they're generating actually making money. As a Medium article by Mike Todasco pointed out, Polsia's name is literally an anagram of "AI Slop," and the whole model resembles the Baltimore Stockbroker scam: flood the zone with thousands of low-effort AI-generated "companies," and if even one happens to land a customer, call it a success. The founder Ben Cera is doing a media circuit claiming $1.5M-$3.5M ARR as a solo founder, but that ARR is from people subscribing to Polsia itself, not from any of the generated businesses producing revenue. In summary: The product generates impressive-looking activity metrics (tasks completed, emails sent, tweets posted, companies "launched") but none of it appears to translate into actual working businesses that can take customers or generate revenue. The core business model is selling subscriptions to people hoping AI will build them a company, while the actual output is cosmetic landing pages, spam tweets nobody reads, and cold emails.

@FanDuel 🐻

Does UCLA have the BEST color scheme in college sports? 🩵💛 #GoBruins

@robbiestacks90 @sportingnews Fun fact - 96 Kentucky had a total of 3 NBA All-Star Game appearances from the entire roster combined (all by Antoine Walker)

@sportingnews The 1996 Kentucky Wildcats would beat any team in college basketball history. Teams from the 60s and 70s were good relative to teams in their eras. They cannot compete against modern teams (From about the time of the early 90s UNLV teams until now).

We ranked the greatest men's college basketball teams of all time 👀 UCLA's 1967-68 squad takes the top spot.

@panphora @BarrieMatt @polsia Nice glad to hear there are real users @BarrieMatt

@BarrieMatt @mpauldaniels @polsia the website it created for you lives on a polsia subdomain — any way to actually attach your own domain to it? have you actually gotten any leads through it? or did polsia just set up the website?

@panphora @BarrieMatt @polsia Ya link the businesses please @BarrieMatt

@BarrieMatt @polsia Yes, please share

@blahthestallion @lilsnubby @nithyavraman @jonfavs Ya makes sense - obv very common for this to happen in Commercial RE but isn't rent roughly at ~2017 levels (inflation adjusted of course). I guess that IS a lot different than actually going down though so fair enough. I still have a hard time not believing in the market.

@mpauldaniels @lilsnubby @nithyavraman @jonfavs To be more accurate here, I should have said that investors got greedy, not developers. They over built. And now building has ground to a halt.

Let’s lower the rent! As mayor, I will triple housing production by cutting red tape, lowering costs, and eliminating pointless bureaucracy.

@gdb ETA on the Claw/Cowork style app?

the codex app is growing super fast, it’s very well done

@lilsnubby @nithyavraman @jonfavs Why did prices go down in Austin?

@nithyavraman @jonfavs A recent academic study debunked the notion that unrestricted building would lower housing costs in desirable areas. They concluded that it would take one Hundred years for costs to go down.

@ErichReimer @nic_carter lol or big market

@nic_carter Wait so does this mean something like $HIMS has a weak moat?

first vibecoded billion-dollar company?

In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50