Polar
A merchant of record for software and AI products: Polar sells your product to the buyer, handles global sales tax, and pays you out.
A merchant of record for software and AI products: Polar sells your product to the buyer, handles global sales tax, and pays you out. On top sit subscriptions, seats, credits, trials, discounts and usage-based billing — you send events such as tokens, GPU seconds or agent runs, and a _cost field ("Cost Insights") gives profit per customer. The whole platform is open source (polarsource/polar, Apache-2.0, 10,296 stars, via the GitHub search API, read 2026-09-29).
NO LINKS READ YET · no published dossier names Polar beside another company
Company details
| Industry | AI & Machine Learning |
| Funding | |
| Stage | Seed |
| Website | Visit Polar |
Others in the same industry
5 namesWhere Polar sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
Amazon (AWS)
AMZNThe 2026-07-30 print settled four of the five questions the prior dossier said it could
Cash $78.2B
Meta AI / FAIR
METAThe bear case arrived a year early and the bull case grew a new leg in the same quarter
Cash $90.3B
Meta Platforms
METAThe buildout stopped being paid for by the ad business and started being paid for by the capital markets
Cash $90.3B
Alphabet
GOOGLNOT ASSESSED — this is a pre-print evidence refresh, not a call.
Cash $55.9B
Palantir
PLTRA genuinely great business priced as a perfect one
Cash $2.0B
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