The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Ben Cera: Polsia loses roughly 50% of users in month two
“So month two last time I checked was also, yeah I don't know how they go to the numbers, though, but anyways yeah, month last time I checked was like, was another 50%.”
Cera: Top Polsia company made $3K–$4K; 10% made at least $1
“Like the max revenue I saw in the company is like a few thousand dollars, like three, three, 4000 dollars, right? There's 10% of companies that made at least a dollar.”
Cera: Pulsia's AI communicates with investors autonomously via email
“And on the, on this specific stunt, AI today is like talking to my, to investors autonomously via email.”
Cera: AI will progress to autonomous agents trading directly with agents
“There's a second phase that's darker, which is like agents selling to agents because now the AIs know what they want. So that gets weird. I haven't really thought through too much, but in that phase of the business, if it's two LLM selling to each other, servi…”
Cera: Polsia charged $1 per task while compute cost $30-$50
“And so, so I would pay, I would, you know, I would charge the customer a dollar a task or something, and then it would cost me 30 dollars, 50 dollars per task.”
Cera: Top-earning business on Pulsia generates around $50 MRR
“So I mean the company with the highest revenue is like around 50 dollars MR.”
Cera: Pulsia could enable buying and selling automated businesses on-platform
“You could see a world tomorrow where like people can buy and sell certain businesses on Polsia because all the business is- The revenue, the knowledge, the infrastructure, right?”
Cera: Built-in company revenue will eventually exceed Pulsia subscription revenue
“Over time, the revenue from actual companies will grow higher than subscriptions because they'll be winners.”
Cera: Pulsia conversion to paid is high due to low-friction onboarding
“It ended up being the right direction decision because I can see the onboarding and the conversion to paid is really high because it's so much easier.”
Cera: Around 20% of Pulsia users adopt the automated ads feature
“Around 20% of users use the ad feature which means that like there is more traffic going to the websites”
Cera: 30% to 40% of Pulsia users choose 'Surprise Me' onboarding
“There's around like, you know, around 30% of the 30, 40% of people that use, that do surprise me.”
Cera: Anthropic reports run rate rather than ARR due to API usage
“That's why Entropic, for example, also talks about an annual run rate and not recurring, because they have subscriptions, but they also have revenue coming from one off, like, API consumption, but then that volume is then annualized.”