Marc Daniels 🇺🇸

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

@itsalexvacca 👏

@chiboyinla @MichaelMHanna UCLA was top 10 NIL and top 10 in coaches salary - money is not the issue.

@MichaelMHanna You need competitive NIL these days. Does UCLA have it?

Random rant about the UCLA MBB job inspired by a conversation in a group chat: the UNC search is showing that it’s obvious UCLA is not going to hire a sitting high-major head coach if Cronin goes. But there’s nothing in the modern game showing that such a hire is necessary. (1/7)

@Chris_Orlob Spot on Chris!

9. End your demo with this question: "What excited you most about what you saw today?" Transition to discussing next steps. Hope these help.

Gong grew from $200k ARR to $200M ARR and $7.2B valuation in a 5 year span. Buyers told us our demos were 2nd to none. 9 lessons I learned about SaaS demos I'll never forget:

@jasonlk @aquariusacquah Yeah - current gen price points are much less interesting than Claude Code + Hubspot

@aquariusacquah I think the winners here may not even seem like CRM at first They will win as the best AI Agents for GTM Then over time many smaller companies may see that's ... Enough Not large enterprises

in the last week, ive become convinced the ai CRM market will be the first mass casualty on the other end of the application layer hype cycle tried them all none is 1/100th as powerful as a "legacy" CRM with great APIs + a custom agent + skills tuned specifically to my business

@nikunj Oh ok so that’s the goofy accounting that we’ve consistently seen this cycle. I thought there was some new even wilder variation haha

No, that would be something.. people sign up for $20/mo to get credits. They might spend some extra money for credits. Let’s take someone who put $100 extra in credits that month. So they spent $120 that month. That entire $120 is multiplied by 12 for annualized revenue run rate even though there’s no reason for that person to spend $100 again next month. Not to mention that $20 is probably zero because of free trial.

Alright let’s put this ARR debate to rest once and for all.. If ANY vibe coding startup with scale (>$5M claimed ARR) publicly discloses how they calculate it (esp sub vs. inference) and how much of it they subsidize, I’ll donate $2,500 to a charity of their choice today 🫡

@nikunj So from reading the comments - just to understand because this is blowing my mind: People sign up for $20/mo, vibe coding company pays $150/mo to OpenAI/Anthropic to serve the sub - vibe coding company says they had $150 of revenue from that client???

@mpauldaniels Yes. A popular vibe coding startup has >60% of their revenue in inference. Wouldn’t be surprised if that’s the norm.