Polsia raised $30M; source map: fake ARR, dead users, god-mode over your company Polsia, an AI startup that raised $30 million, was found to have fabricated its key metrics, with its actual recurring revenue being approximately $0 due to a 48% monthly churn rate. An analysis of the company's publicly exposed source code revealed that 93.7% of its claimed 120,000+ companies were inactive, and its "autonomous AI" system relied heavily on human operators, including a QA-labeling system and a "god-mode" administrative override. The company's supposed proprietary AI was actually a rented Claude model on AWS Bedrock, and its claimed $10M ARR was largely composed of one-time payments. Polsia's own “recurring” line is just $4.6M of it — and at their own ~48%/mo churn, what actually recurs rounds to $0. “Polsia” is literally “AI Slop” spelled backwards. Polsia raised on the pitch of a fully autonomous AI company-builder at "$10M ARR" across "120,000+ companies." We pulled their public API and reconstructed their own published source map. The AI has a lot of human help — the "ARR" is about half one-off — and 93.7% of the companies are dead. None of this needed a login. 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: 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. curl -s https://polsia.com/api/public/live/dashboard | jq '{headline: .stats.arr usd, their recurring: .dailyMetrics.arr, monthly churn: .stats.paid churn detail}' headline 9702733 · their recurring 4630500 sub-MRR×12 · churn ≈48%/mo → 0.04% of the base survives 12mo → revenue that actually recurs ≈ $0 "an autonomous AI system that plans, codes, and markets your company 24/7"polsia.com · 2026-05-22 Polsia shipped their production source map to the public web. Reconstructed from it: the full internal admin and team-economics UI — 1,355 source modules that the marketing never mentions. Polsia shipped their production source map to the public web — 1,355 modules, including the internal admin console the “zero-employee, autonomous” marketing never mentions. We're careful here: admin actions like triggering a cycle or granting credits could be agent-driven, so we don't lean on those. One thing can't be: their own code runs a human QA-labeling system — reviewers hand-grade the AI's runs agent run score labels with an inter-rater agreement panel across reviewers. You only build consensus scoring for human graders; an agent doesn't need a panel to agree with itself. Add per-user operator logins polsia admin users and a god-mode override on every “autonomous” company, and it's a human-in-the-loop operation — not the hands-off AI the marketing sells. curl -s "https://polsia.com/$ curl -s https://polsia.com/ | grep -oE 'assets/index- A-Za-z0-9 - +\.js' | head -1 .map" | jq '.sources | length' 1355 → the full internal admin + team-economics UI, shipped public 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 “$30M proprietary autonomous AI” is, in substance, a published web app wired to a model they pay per-token for. The point isn't “we took their code” — it's that they shipped it themselves, and the moat is rentable. Reconstruction is commentary on a public artifact; we don't republish their source. curl -s "https://polsia.com/$ curl -s https://polsia.com/ | grep -oE 'assets/index- A-Za-z0-9 - +\.js' | head -1 .map" | jq '.sources | length' 1355 source modules — their full front end, shipped public Their own admin layer keeps a god-mode override on every company on the platform — administrative access to impersonate the account, escalate, run SQL against production, and override or halt a company's operation. Whatever you build on Polsia, Polsia retains override and kill access to it; control isn't exclusively yours. We're precise: this is about access and override, not legal ownership — but operationally, the off-switch belongs to them. "approaching $10M ARR" · "$1M/week, approaching $10M"polsia.com marketing · 2026-05-22 The headline $9.70M is five annualized 30-day cashflow buckets snapshot 2026-05-22 : subscriptions $4.64M 47.8% , one-off packs $1.97M 20.3% , ad-spend pass-through $1.93M 19.9% , 1-hour “boosts” $0.80M 8.2% , user-company payments $0.36M 3.7% . ~20% of their “ARR” is literally ad spend — money flowing through for ad buys, annualized as revenue. Only the subscription slice ~$4.6M is recurring revenue at all — and even that isn't durable or profitable: it churns ~48%/month so it doesn't actually recur a year out — real ARR ≈ $0, above , and AI compute alone eats ~57% of every subscription dollar §02-D . The ~$4.6M is not a profitable recurring business; it's a number that evaporates and loses money on the way. curl -s https://polsia.com/api/public/live/dashboard | jq '.stats.arr usd' "9702733" = subscription + instant packs + ad spend + boosts + user company over 30d × 12 — ~20% is ad spend Their own arrHistory peaked at +$894K the week ending May 14, then +$347K the next — a 61% drop. Live, the trailing-7-day add is +$282K and still falling. Decelerating, not accelerating; and the near-monotonic curve despite their own ~48% monthly churn is what cumulative gross-flow looks like, not net recurring ARR. Every figure here is the founder's own — but the starting number changes with the telling. On Apr 23: "$700k → $7M in 7 weeks." By May 17: "$250k → $9.5M in 3 months." The endpoint rises, the baseline drops, the window stretches. And May 8: "$8.5M run rate… got hit by a $1M Anthropic bill last month" — the LLM-cost side of the same ~48% picture. Same-period, no annualization: their own daily ai cost $7,344 against their own daily subscription run sub-MRR ÷ 30 ≈ $12,887 — AI compute alone eats ~57% of every subscription dollar. What’s left doesn’t cover the human ops team + infra, so the recurring line is net-unprofitable their dashboard even publishes a per-task cost . The DD question the round skipped: where’s the durable, profitable business? curl -s https://polsia.com/api/public/live/dashboard | jq '{ai cost per day: .stats.daily ai cost, sub mrr: .stats.subscription mrr}' $7,344/day compute ÷ $12,887/day recurring ≈ 57% to compute alone "120,000+ companies built on Polsia"polsia.com · 2026-05-22 The marketing leads with the creation count. The live API reports ~7,437 active out of ~118,683 ever created — a 6.3% active rate the totals tick up daily; the rate doesn't . The big number is companies spun up, not companies operating. curl -s https://polsia.com/api/public/live/dashboard | jq '.stats | {total companies, companies}' { "total companies": 118683, "companies": 7437 } → companies = active ≈ 6.3% snapshot 2026-05-22 The "fund" companies Polsia showcases as living proof of the model report zero revenue — all 16 of them, $0.00 — while the homepage cites "$10M." curl -s https://polsia.com/api/companies/fund | jq '.companies .revenue' "0.00" ×16 — every showcased fund company Probe the most-recently generated live .polsia.app companies and the reason the fund reports $0.00 becomes structural: the pages render HTTP 200 but carry no checkout, no payment form, no Stripe. A "company" that can't accept money can't have revenue. curl -s https://