Polsia — the receipts
⚠ If you build a company on Polsia: their own code keeps a god-mode kill-switch + override on every company — they can impersonate, halt, or delete “your” company. The off-switch isn't yours.
The receipts — every number below is a public GET. Run them yourself.
Claimed vs. observed — from Polsia's own public API & source
What the marketing says. What the API says.
"$10M ARR"<br>≈ $0<br>actually recurs a year out. The $9.70M headline is one month of all cashflow ×12 (~20% is ad spend); at their own ~48%/mo churn, only 0.04% of the paying base survives 12 months.
"AI that runs your company"<br>Human-graded<br>Their own code has human reviewers hand-grading the AI's runs (an inter-rater agreement panel — consensus scoring is for people), plus per-user operator logins and a god-mode override on every "autonomous" company. Human-in-the-loop, not autonomous.
"120,000+ companies built"<br>6.3%<br>active — 7,437 of 118,683. 93.7% spun up and abandoned.
"$1M / week, approaching $10M"<br>+$347K/wk<br>last full week's ARR add — down 61% from the +$894K peak. Still falling: +$282K in the last 7 days. Decelerating, not accelerating.
the diligence verdict · actual vs claimed ARR
Three “ARR”s. The real one rounds to $0.
We did the technical due diligence the $30M round skipped. Hold “ARR” to its actual meaning — revenue that recurs a year out — and their own snapshot (2026-05-22) gives three different numbers:
Marketed $9.70M (one month of all cashflow ×12, ~20% ad spend) → their own “recurring” $4.63M (sub-MRR×12, base churns ~48%/mo) → real ARR ≈ $0 (0.04% of the base survives 12 months). Snapshot 2026-05-22.<br>The current base does pay out ~$808K as it churns to zero over the next year — but that’s a one-time decaying tail, not recurring revenue (~2-month average customer lifetime), and after compute (57% of every subscription dollar) plus the human ops team it’s net-unprofitable. They raised $30M on the $9.70M number.
reproduce — public, no auth (snapshot 2026-05-22)copy<br>curl -s https://polsia.com/api/public/live/dashboard | jq '{headline: .stats.arr_usd, their_recurring: .dailyMetrics.arr, monthly_churn: .stats.paid_churn_detail}'<br># headline 9702733 · their_recurring 4630500 (sub-MRR×12) · churn ≈48%/mo<br># → 0.04% of the base survives 12mo → revenue that actually recurs ≈ $0
01 · source-map audit
Their own source map: a human grades the “autonomous” AI.
"an autonomous AI system that plans, codes, and markets your company 24/7"polsia.com · 2026-05-22
Polsia shipped their production source map to the public web. Reconstructed from it: the full internal admin and team-economics UI — 1,355 source modules that the marketing never mentions.
Polsia shipped their production source map to the public web — 1,355 modules, including the internal admin console the “zero-employee, autonomous” marketing never mentions. We're careful here: admin actions like triggering a cycle or granting credits could be agent-driven, so we don't lean on those. One thing can't be: their own code runs a human QA-labeling system — reviewers hand-grade the AI's runs (agent_run_score_labels) with an inter-rater agreement panel across reviewers. You only build consensus scoring for human graders; an agent doesn't need a panel to agree with itself. Add per-user operator logins (polsia_admin_users) and a god-mode override on every “autonomous” company, and it's a human-in-the-loop operation — not the hands-off AI the marketing sells.
Reconstructed admin/ console — per-user operator logins + a god-mode override on every “autonomous” company.
reproduce — their own public source map (bundle hash auto-resolved)copy<br>curl -s "https://polsia.com/$(curl -s https://polsia.com/ | grep -oE 'assets/index-[A-Za-z0-9_-]+\.js' | head -1).map" | jq '.sources | length'<br># 1355 → the full internal admin + team-economics UI, shipped public
the moat · what the $30M actually is
The whole front end is public. The “proprietary AI” is a web app over a rented model.
The public source map from §01 isn't a stray file — it's their entire front end : 1,355 modules, 464 cleanly reconstructable into a running app. The company-running “intelligence” isn't in it because it isn't theirs: the calls go to Claude on AWS Bedrock — a commodity model anyone can rent. So the “$30M proprietary autonomous AI” is, in substance, a published web app wired to a model they pay per-token for. The point isn't “we took their code” — it's that they shipped it themselves, and the moat is rentable. (Reconstruction is commentary on a public artifact; we don't republish their source.)
reproduce — public, no authcopy<br>curl -s "https://polsia.com/$(curl -s https://polsia.com/ | grep -oE 'assets/index-[A-Za-z0-9_-]+\.js' | head -1).map" | jq '.sources | length'<br># 1355 source modules — their full front end, shipped public
the...