# Is This $250M AI Company Fake?

Page: https://stenobird.com/podcast/the-breakdown-440465/is-this-250m-ai-company-fake
Text version: https://stenobird.com/podcast/the-breakdown-440465/is-this-250m-ai-company-fake.md
Podcast: [The Breakdown](https://stenobird.com/podcast/the-breakdown-440465)
Published: 2026-05-26T14:13:00+00:00
Episode link: https://traffic.megaphone.fm/BWG3180352996.mp3
Audio file: https://traffic.megaphone.fm/BWG3180352996.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-breakdown-440465/episodes/is-this-250m-ai-company-fake
Duration seconds: 2076

## Resource

Polsia (AI Slop spelled backwards) just announced a $30M raise at a $250M valuation with one human employee. David thinks it's less a company, more performance art. Plus: Uber, Microsoft and NVIDIA all admit AI compute is too expensive, and Tether is launching what looks like a CBDC with the government of Georgia. Enjoy! TIMESTAMPS: (00:00) Intro (01:28) Polsia (06:22) Nexo Ad (06:57) Polsia (Cont.) (16:10) Nexo Ad (17:04) Polsia (Cont.) (18:29) AI Compute Costs (27:15) Tether FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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## Transcript

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