Matt

@borrito3179 @panphora @mpauldaniels @polsia Yeah - you can extract the code Polsia generates and run it locally, so will all be housed at quiver.co.(country tld)

@panphora @BarrieMatt @mpauldaniels @polsia im also very curious about this, first time hearing about an actual use case

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.

@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

@BarrieMatt @mpauldaniels @panphora @polsia how many courier leads have they generated for you? How many have you hired from the leads they generated for you?

@mpauldaniels @panphora @polsia Eg - quiver-os.polsia.app/mexico-city/. Well house this under our website soon, but I’ve connected it to Apollo, found 5,000 leads using Apollo and has begun a cold email campaign. SEO, ASO to come - calls are starting to be booked in. We need 30 clients ready to go per city before launch

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

@mpauldaniels @panphora @polsia what city, what vehicle type, via job ad sites. It reviews application, application video, books a trial, and tracks it all in a funnel to the courier becoming active. Eg 2 - we want to launch in new markets (Seoul, Dubai, CDMX) - it’s designed landing pages and gtm strategy

@chamath Sorry for your team that you use netsuite

Just to add some color to the commentary about Anthropic and Cursor's revenue ramps, from the perspective of a customer. Since November 2025, our AI costs have more than tripled and we are now spending many millions per year trending to $10M+ per year. That, in and of itself, feels very scary to me running a small startup. Mostly because I do not yet see an equivalent uptick in productivity or revenue...while their revenues may be doubling and tripling every month, ours are not so this is starting to eat into margins. So logically, I am now wondering how much of this is models running in Ralph loops on behalf of an engineer ambivalent to how much it costs. My suspicion is a lot! Anyways, we are making a few decisions: 1) We need to migrate off of Cursor. Its just too expensive vs Claude Code. The latter is equivalent and if you use the Pro plan, you eliminate huge Cursor bills for token consumption. Thank you to the VCs who will fund this all you can eat token consumption through their huge investments. 2) We need to gain more flexibility to swap between models without everything breaking. I think this is both a cost problem per #1 but its also a strategic flexibility issue after the events between Anthropic and DoW. Anyways, just sharing our current lived experience as I suspect many other companies are also feeding this revenue ramp without getting any meaningful ROI from it...

@paulg Couldn’t build a business for the first 10 years?

A reporter asked me what Amjad's greatest weakness was, and trying to answer it felt like dealing with a type error. Amjad and weak are not ideas that coexist easily in my head.

@MarkKleinmanSky How’s he managed that who’s he raised from? Super Payments is full of nothing. Bad tech, no volume - scrabbling around. Where’s he begged £50m from

Exclusive: Samir Desai, one of the co-founders of London-listed fintech Funding Circle, has raised £50m from blue-chip venture capital investors for Super Payments, his latest business, as it targets processing $1trn in payments volumes within ten years. #liveblog-body" target="_blank" rel="nofollow noopener">news.sky.com/story/mark-kle…

@FabrizioRomano @Santi_J_FM Insanely bad decision

🚨🇲🇦 Walid Regragui leaves Morocco head coach role with immediate effect. Decision made ahead of the World Cup with Mohamed Ouahbi favorite to take over. Official announcement to follow in a press conference tonight, as @Santi_J_FM reported.

@wolfejosh He’s not very intelligent, not respected or well liked and doesn’t have strong relationships at home. Need someone to bring IRGC, theocracy & business together - Ahmadinejad probably the man for it for 18-24 months. First 10 mins a useful primer podcasts.apple.com/gb/podcast/the…

Reza will hold a coalition. He is the man for the hour.

@Privatejetman @hkanji @semaforben @MattMartin128 When airspace is closed no flights are leaving regardless of the price.

@semaforben @MattMartin128 This is absolutely not true unless you’re flying somewhere super obnoxious That being said, they’re in the $120-250k range depending on where they need to go. To USA or Asia, yes - expect that range.

Private jets out of Riyadh running $350,000, per @MattMartin128 semafor.com/article/03/01/…

@hliriani @anirudhnarayan

@anirudhnarayan Working on it :) lightfield.app

I’d love to try an AI native CRM that is 10x better than Salesforce or Hubspot. Attio isn’t it - marginal at best

@A_Murphy9 interested in buying x2 of these

@Macnaughtan64 yes please mate - can I purchase?

@micsolana @rafaelcr @cgarb Ok I take this back Houston IAH is much more of a disgrace. What is with the US and your horrible airports

@micsolana @rafaelcr @cgarb Your standards are far too low, travel more. Arriving from London no cafe/vending machine no way to get a water. SFO a hole

nobody wants to hear this but SFO is easily the best major airport in the country

@rjonesy migrating from App in the Air to Flighty - will subscribe and become a pro member if I can upload all old flights from AitA into Flighty. Is there a way I can do effectively or can I email the file to someone on your team to add?

@shayne_coplan Which pr firm do you work with? Keen to use them too

grateful to be today's forbes cover story back to work

@VernTheLegend Let’s run/hit the gym together

In SF another 2 weeks - Who else should I meet in consumer X AI?