The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 39 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Ben Cera: AGI is already here and skepticism is a skill issue
“To me, AGI is here. To me, it's all possible now. And I know people are skeptical. People know AGI is not here because sometimes this, sometimes that, or that's not what I believe. And I think it's more like a skill issue.”
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: Anthropic and OpenAI narrow their thinking when asked to design
“Unfortunately, Entropic and OpenAI, if you ask them to design stuff, they kind of narrow the thinking.”
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: AI businesses will succeed by charging for outcomes over tokens
“And so I think I think aligning with the customer on the outcome and charging them on the outcome instead of charging them on like a pure token basis is I think like sort of like the way AI based businesses are gonna make sense.”
Cera: Pulsia AI agents autonomously prioritize and build requested platform features
“There's an agent that's going to report that feature in, like, a sort of, like, a ticketing system, and there's another agent that's a Pulsia platform agent that, like, looks at all the features asked by, like, the thousands of users, And prioritizes features …”
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: Engineering agents cannot vibe-code complex products without modularity
“If you let an engineering agent just vibe code its way into building something complex, it's gonna be hard at one point for it to navigate the code base”
Cera: Polsia is intentionally named 'AI SLOP' spelled backwards
“Well, it's a SLOP backwards, and the whole concept, when I explained it to investors, when I was raising the precede, is like, we're aiming at doing the opposite of SLOP. We're trying to, like, create tools that outputs Beauty that output great things that emp…”
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: OpenAI is not doing anything with OpenClaw after hiring its creator
“It was paranoia that actually was unfounded because he sold to OpenAI, and, like, they're not really doing anything with it.”
Cera: Polsia shut down cross-agent memory after users weaponized shared skills
“So right now, first of all, we killed all memory files. We were like, you know what? Let's clean up memory because it's a good idea, but like it's got weaponized. So we killed the memory.”
Cera: Pulsia autonomously creates Sora video ads and manages Meta campaigns
“In the first iteration of, like, the ads feature that I built about two weeks ago, it's a pretty recent feature the AI is autonomously running ads, so, like, the crazy thing is that as a user, you click on a button called Run Ads, there's a single button, you …”
Cera: Pulsia has a moat from data on running businesses autonomously
“I think that like, there is a moat in like, there's a lot of moat into my product, into the data, like all the data I accumulate on like how to run businesses and make them work.”
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: Humans out-market AI because training models rely on past data
“Humans will be the best at doing that because the AI is, the training model is always in the past, right? So they know what worked pre-AI a lot of the time versus what works right now is different.”
Cera: Polsia is buying GPU infrastructure to run proprietary models
“Doing a ton of work to, like, trying to explore more affordable models, buying my own GPU infrastructure in order to, like, being able to run models, burn my own models that can be much more affordable for what I'm trying to do.”
Cera: Polsia will stop supporting native cold outreach from its platform domain
“And so Polesia.app probably will not do call.reach soon. We're just migrating.”
Ben Cera: Cold email works less as AI outreach floods inboxes
“First cold email is something that like works less and less because people are flooded with it with AI.”
Ben Cera: Pulsia may create a fund to own autonomous companies
“I mean, I told you around the idea of like Pulsia itself having a fund and being able to like you know, create autonomous companies that would be owned by Pulsia.”
Cera: Pulsia takes a 20% revenue split, leaving 80% to customers
“So you always get, so I always take 20%.
and again, for me, it's like a way to like pay the bills and make sure that like I can reinvest, you know, make it a profitable company that can reinvest in making the platform better.
and the customer always gets 80%…”
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: Users who do not micromanage AI agents get better results
“I think it's, like, actually a surprising number of people go through the Surprise Me flow, and a surprising number of people are very sticky on the Surprise Me flow, because I think it puts a little bit of distance between the components being built, and they…”
Cera plans lower pricing and freemium tier for Polsia
“I'm trying to introduce lower pricing, because I think 50 dollars is expensive for a lot of people so trying to bring that down. I want to do a freemium experience, where like you can actually experience Bolsia building for you in a free experience”
Cera plans to build a marketplace to buy and sell AI businesses
“And I think it's a, it's something that like I want to build. It's, and essentially it would be a marketplace feature where essentially I tell the user, hey you are putting your dashboard publicly, right? So now you're sharing all your stats, all your revenue,…”
Cera: Polsia raised a $30M round after launch
“And I used that money to build Polsia and then to launch it, and then after I launched it, I raised that new thirty million dollar round.”
Cera: Polsia generates roughly 15% of revenue from ads
“It was a higher, higher percentage before, but yeah, now, now it's about, yeah, it's about like 15. I think it's, I don't know the exact latest number, but like around 15%, I would say. Of revenue comes from ads, because now we have, ah, the majority of revenu…”
Cera: Pulsia utilizes specialized autonomous agents for engineering, marketing, and support
“Pulsia is like a series of like autonomous agents specialized in different categories, right? So you have like a, you have an engineering agent that's like really good at code and it's like set up to code that has access to like a web server, a GitHub account,…”
Cera: Pulsia aims to launch multi-company portfolio feature within weeks
“First, because I want to, I'm actually trying to launch it this week or next. A feature where like a user can actually launch the fund itself.”
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: Pulsia raised pricing from $29 to $50 because it was losing money
“That's probably because on the internet, because it used to be 29 a month and I increased the pricing because I was losing too much money.”
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.”