panphora

malleable web:

[panphora @panphora]

i'm a solo founder building a better version of this

[Rohan Varma @TheRohanVarma]

We just launched Sites into Codex!

Software creation was always about more than writing code. Sites in Codex fundamentally gives the power of end-to-end software creation to every user, no matter their technical fluency.

These Sites are fully deployed to a URL, private to workspaces, come with authentication, can have static files, and can store dynamic data in databases.

It is in preview for business and enterprise teams and will be rolling out to all workspaces over the next day. Give it a try by typing @ Sites into Codex and ask it to build anything!

This project took a massive amount of effort across hundreds of people at OpenAI - proud that we were able to get this out and excited to see what you all build with it!

[panphora @panphora]

@BobEUnlimited please use colors that are more different from each other

[panphora @panphora]

@KilledByAPixel it was great, our favorites were mario (he kept asking to go back to it) and emoji survivors, i loved that one

[panphora @panphora]

@imrat @brookejlacey @levelsio yeah they switched they AI model a few days ago and cut AI spending per task by 50%

[panphora @panphora]

@anvisha this is epic! i'm building something similar at https://t.co/XGLBv8ZEJv

[panphora @panphora]

@supaborg you are right, it is mostly not a great company, but there are some counter examples of "real" businesses with at least one customer

[Cindy | GetClaw.com | VendName.com @vendname]

@panphora @polsia To anyone that doubted Polsia

Its not much. But 2 weeks, zero employee.

I just got my first sale on Polsia
Read more about it 👇

[panphora @panphora]

@RingletsofLogan @Bencera Are you the one in the video?

[panphora @panphora]

@Bencera how much is this customer making on Polsia?

[panphora @panphora]

@WazzCrypto wow

[panphora @panphora]

@nbaschez https://t.co/XGLBv8ZEJv

[panphora @panphora]

@punk9059 not true, trump brought some drug prices down 600% 😜

[panphora @panphora]

@TXMCtrades had a lot of respect for you, but the vocabulary in this tweet is mid curve

mind defining woke?

[panphora @panphora]

@sheherenow_ that's 🔥

[panphora @panphora]

@TXMCtrades use claude code to build it yourself and then sell it

people make butt loads of money repackaging data and selling it in a workable format

[panphora @panphora]

@EPBResearch beautiful post. so well researched and full of insights. thank you for your work.

[panphora @panphora]

@matt_levine If I don't get a check in the mail from bloomberg, is this x post securities fraud?

[panphora @panphora]

@greenoriginals @polsia Use Claude Code. Polsia is just an overpriced Claude Code wrapper that overpromises and underdelivers.

For half the price, you could do 10x more with Claude Code and have access to your full code and a deployed system.

[panphora @panphora]

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.

[Josh Pigford @Shpigford]

as someone who has kinda spent a little bit of time with MRR graphs...this is terrifying.

it's less about pure $-amounts and more about trends/trajectory.

the speed at which the growth *changes* is existential and implies that this graph will have a downward slope in < a month

[panphora @panphora]

@qthomp there's been a few other companies I can think of that went bust because they baked a 30% steady appreciation rate into their models...

[panphora @panphora]

@TXMCtrades @tradingview this us what the claude browser extension is for