Refine physical industry classifications and preserve pivot revenue limits

2026-10-30 21:54:16 +08:00
parent ea09b414a2
commit 05b500e911
5 changed files with 398 additions and 100 deletions
@@ -184,8 +184,8 @@ async function main() {
  const research = await researchResponse.json();
  assert.equal(research.companies.length, 1039);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1445);
-  assert.equal(research.observations.length, 202);
+  assert.equal(research.evidence.length, 1457);
+  assert.equal(research.observations.length, 207);
  assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
  const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
  assert.equal(researchPage.status, 200);
@@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l
    assert.equal(consumeCode(config, "invalid"), "limited");
    const initial = readResearchSnapshot();
    assert.equal(initial.companies.length, 1039);
-    assert.equal(initial.evidence.length, 1445);
-    assert.equal(initial.observations.length, 202);
+    assert.equal(initial.evidence.length, 1457);
+    assert.equal(initial.observations.length, 207);
    assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
    assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
    assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records");
@@ -64,7 +64,7 @@ test("research validation rejects broken evidence and unsafe source links", () =

 test("reviews link explicit companies without turning global or excluded cases into companies", () => {
  const snapshot = structuredClone(seed) as ResearchSnapshot;
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 85);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 87);
  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10);
  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 38);
  const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -179,8 +179,14 @@ test("directory coverage reconciles every candidate and keeps profile-only incom
    assert.ok(company.profileOnly || company.directoryOrigin === "yc-2025-2026");
    assert.equal(company.url, row.source);
    if (company.profileOnly) assert.equal(company.revenueStatus, "unknown");
-    assert.equal(company.year, row.foundedYear);
-    assert.ok([2025, 2026].includes(company.year!));
+    if (company.id === "YC31370") {
+      assert.equal(row.foundedYear, 2025, "original discovery remains unchanged");
+      assert.equal(company.year, null, "a pivot year cannot settle the company founding year");
+      assert.ok(snapshot.reviews.some((review) => review.id === "DAYJOB-R-COHORT" && review.companyIds?.includes(company.id)));
+    } else {
+      assert.equal(company.year, row.foundedYear);
+      assert.ok([2025, 2026].includes(company.year!));
+    }
  }
  const invalid = structuredClone(snapshot);
  invalid.coverage!.newProfiles += 1;
@@ -194,6 +200,20 @@ test("directory coverage reconciles every candidate and keeps profile-only incom
  assert.throws(() => validateResearch(lostOrigin), /coverage accounting/);
 });

+test("business pivots and procurement volume do not become comparable startup ARR", () => {
+  const snapshot = seed as ResearchSnapshot;
+  const dayjob = snapshot.companies.find((company) => company.id === "YC31370")!;
+  assert.equal(dayjob.year, null);
+  assert.equal(dayjob.directoryOrigin, "yc-2025-2026");
+  const milestones = snapshot.observations.filter((observation) => observation.company === dayjob.id);
+  assert.deepEqual(milestones.filter((observation) => observation.selection === "crosscheck").map((observation) => observation.value).sort(), [496000, 653000]);
+  assert.ok(milestones.every((observation) => observation.comparisonGroup === null && !observation.metric && !observation.observedAt));
+  assert.ok(milestones.filter((observation) => [150000, 800000].includes(observation.value)).every((observation) => observation.selection === "excluded"));
+  const procurement = snapshot.observations.find((observation) => observation.id === "SAUDARA-O-SOURCING")!;
+  assert.equal(procurement.selection, "excluded");
+  assert.equal(procurement.comparisonGroup, null);
+});
+
 test("income descriptions report sample dispersion and maximum-value sensitivity", () => {
  const stats = describeIncome([100, 200, 300])!;
  assert.equal(stats.mean, 200);
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-speedrun-contracts-1",
+  "version": "2026-10-30-physical-classification-1",
  "asOf": "2026-10-30",
  "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。",
  "limitations": [
@@ -1826,25 +1826,26 @@
      "id": "YC30191",
      "name": "Partcl",
      "url": "https://www.ycombinator.com/companies/partcl",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2025,
      "team": null,
      "location": "San Francisco",
-      "business": "用物理约束模型与GPU加速芯片设计自动化。",
-      "buyer": "芯片设计与工程团队",
-      "delivery": "公司自述设计工具；速度倍数未复测，不等同AI算力销售",
-      "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。",
+      "business": "芯片设计自动化工具，以物理约束模型和GPU加速时序分析、门尺寸与布局。",
+      "buyer": "芯片设计和物理设计工程团队",
+      "delivery": "工程设计软件；GPU是工具实现方式，不据此认定销售算力",
+      "notes": "创始人过去机器人经历不代表当前主营；加速倍数未独立复测。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2025年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-30191"
+        "YC-E-30191",
+        "PHYSICAL-CAT-YC30191"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方业务介绍：用物理约束模型与GPU加速芯片设计自动化。 按主要买家和工作任务归类，不根据融资或性能宣传排名。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：芯片设计自动化工具，以物理约束模型和GPU加速时序分析、门尺寸与布局。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -3191,25 +3192,26 @@
      "id": "YC30353",
      "name": "Axal",
      "url": "https://www.ycombinator.com/companies/axal",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2025,
      "team": 3,
      "location": "San Francisco",
-      "business": "公司简介：We assemble PCBs in under 48 hours for quantities under 10",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
+      "business": "小批量PCB设计、组装、测试及交付服务。",
+      "buyer": "硬件创业公司与电子工程团队",
+      "delivery": "按项目交付PCB及制造服务；具体合同与定价未核",
+      "notes": "当前主营AI使用程度未确认；页面保留旧AI技术债工具发布，不把旧产品能力自动归当前服务。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2025年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-30353"
+        "YC-E-30353",
+        "PHYSICAL-CAT-YC30353"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "目录标签的规则初分",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：小批量PCB设计、组装、测试及交付服务。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": [
        "Hardware",
        "Robotics",
@@ -5756,25 +5758,26 @@
      "id": "YC30559",
      "name": "Godela",
      "url": "https://www.ycombinator.com/companies/godela",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2025,
      "team": 10,
      "location": "San Francisco",
-      "business": "公司简介：AI Physics Engine to replace simulations and prototypes",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
+      "business": "用AI物理引擎辅助工程与科学仿真、设计和原型研发。",
+      "buyer": "工程师与科学研发团队",
+      "delivery": "专业工程软件；未独立测试仿真质量",
+      "notes": "模型用于行业仿真任务，不仅因物理世界或硬件标签归机器人整机。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2025年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-30559"
+        "YC-E-30559",
+        "PHYSICAL-CAT-YC30559"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方长简介：用AI物理引擎替代工程仿真和实体原型，面向实体产品研发。 分类是研究者判断，不代表独立验证技术或业绩。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：用AI物理引擎辅助工程与科学仿真、设计和原型研发。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": [
        "Hard Tech",
        "Hardware",
@@ -13263,25 +13266,26 @@
      "id": "YC31102",
      "name": "Fuchsia",
      "url": "https://www.ycombinator.com/companies/fuchsia",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2025,
      "team": 3,
      "location": "San Francisco",
-      "business": "公司简介：Vanta for hardware",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
+      "business": "用AI辅助硬件认证要求、技术文件、测试计划和实验室协调。",
+      "buyer": "机器人、医疗设备及IoT硬件团队",
+      "delivery": "内部专家与合作实验室提供认证测试服务；自动化与人工收入待拆分",
+      "notes": "Noetic为页面保留的旧发布名；没有独立性能或合规效果验证。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2025年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31102"
+        "YC-E-31102",
+        "PHYSICAL-CAT-YC31102"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方长简介：用Agent处理硬件认证和测试，面向实体产品上市流程。 分类是研究者判断，不代表独立验证技术或业绩。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：用AI辅助硬件认证要求、技术文件、测试计划和实验室协调。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -14023,25 +14027,26 @@
      "id": "YC31158",
      "name": "Terranox AI",
      "url": "https://www.ycombinator.com/companies/terranox-ai",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2025,
      "team": 2,
      "location": "San Francisco",
-      "business": "公司简介：The first AI-powered uranium discovery company",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
+      "business": "使用地质数据与AI模型开展北美铀矿勘探。",
+      "buyer": "矿业与资源项目合作方；实际付费客户待核",
+      "delivery": "垂直整合资源勘探业务，软件授权收入未确认",
+      "notes": "探矿项目、矿产价值和行业资本投入不等软件ARR；不据AI标签认定基础模型供应商。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2025年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31158"
+        "YC-E-31158",
+        "PHYSICAL-CAT-YC31158"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方长简介：用AI定位铀矿并参与资源勘探，属于实体资源产业。 分类是研究者判断，不代表独立验证技术或业绩。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：使用地质数据与AI模型开展北美铀矿勘探。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -15640,25 +15645,26 @@
      "id": "YC31245",
      "name": "Squid",
      "url": "https://www.ycombinator.com/companies/squid",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2026,
      "team": 5,
      "location": "London, United Kingdom",
-      "business": "公司简介：AI agents for power grid planning 🦑",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
+      "business": "以统一、可版本化的电网模型支持网络规划与决策证据管理。",
+      "buyer": "电网运营商及规划团队",
+      "delivery": "浏览器行业规划软件；实际收费合同待核",
+      "notes": "电网业务属于能源专业应用；合作与客户项目价值不等公司收入。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2026年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31245"
+        "YC-E-31245",
+        "PHYSICAL-CAT-YC31245"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方长简介：以统一网络模型辅助电网规划，属于实体能源产业。 分类是研究者判断，不代表独立验证技术或业绩。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：以统一、可版本化的电网模型支持网络规划与决策证据管理。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -16862,25 +16868,26 @@
      "id": "YC31346",
      "name": "Rudus",
      "url": "https://www.ycombinator.com/companies/rudus",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2026,
      "team": 2,
      "location": "San Francisco",
-      "business": "公司简介：AI Takeoffs for Concrete",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
+      "business": "识别建筑图纸的混凝土构件并生成工程量及估价材料。",
+      "buyer": "混凝土分包商与建筑估算人员",
+      "delivery": "建筑工程量与估算软件",
+      "notes": "提高投标数和节省时间是厂商自述，不是独立验证或公司收入。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2026年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31346"
+        "YC-E-31346",
+        "PHYSICAL-CAT-YC31346"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方长简介：识别建筑图纸中的混凝土构件并估量报价，属于建筑实体产业。 分类是研究者判断，不代表独立验证技术或业绩。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：识别建筑图纸的混凝土构件并生成工程量及估价材料。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -17136,26 +17143,38 @@
      "id": "YC31370",
      "name": "Dayjob",
      "url": "https://www.ycombinator.com/companies/dayjob",
-      "cat": "C10",
-      "year": 2025,
+      "cat": "C07",
+      "year": null,
      "team": 5,
      "location": "London, United Kingdom",
-      "business": "公司简介：AI Scheduling for Short Haul Trucks",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
-      "cohort": "2025年成立",
+      "business": "接入现有ERP，用AI辅助短途货车调度及路线优化。",
+      "buyer": "短途货运、废物运输与工业物流车队",
+      "delivery": "叠加现有ERP的调度软件；实际订阅、实施及服务合同待核",
+      "notes": "YC成立栏列2025，但创始人说明2022已开始ERP业务、2025年1月转型；成立主体链未核，year暂留空。 收入、定价与技术能力仍需专项核验。 同页有$496K和$653K两个ARR里程碑，具体业务截至日、币种与合同边界不明，不认定冲突为造假。",
+      "cohort": "2022年业务起步、2025年1月转型；YC成立栏2025，与公司法律成立年是否相同待核",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31370"
+        "YC-E-31370",
+        "PHYSICAL-CAT-YC31370"
      ],
-      "revenueStatus": "unknown",
-      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方长简介：为短途货运实时优化车辆路线和调度，属于物流实体产业。 分类是研究者判断，不代表独立验证技术或业绩。",
-      "directoryTags": []
+      "revenueStatus": "self",
+      "profileOnly": false,
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：接入现有ERP，用AI辅助短途货车调度及路线优化。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
+      "directoryTags": [],
+      "directoryOrigin": "yc-2025-2026",
+      "entityBasis": "YC介绍与创始人Q&A属于同一公司页面；尚无注册主体或独立新公司的原始证明。",
+      "businessModel": "面向现有ERP的物流调度软件；持续订阅、实施和旧ERP收入边界未核",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读YC调度产品及集成描述；未独立运行或测试，客户收益自述不作公司收入。",
+        "evidenceIds": [
+          "PHYSICAL-CAT-YC31370"
+        ]
+      }
    },
    {
      "id": "YC31371",
@@ -17543,25 +17562,26 @@
      "id": "YC31400",
      "name": "shotwell.ai",
      "url": "https://www.ycombinator.com/companies/shotwellai",
-      "cat": "C10",
+      "cat": "C02",
      "year": 2026,
      "team": 4,
      "location": "San Francisco",
-      "business": "公司简介：Annotations for robotics data",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
+      "business": "为机器人遥操作和第一视角数据提供密集语义标注、任务遵循验证与数据质量检查。",
+      "buyer": "机器人模型与数据采集团队",
+      "delivery": "训练数据标注和质量服务；具体定价与合同待核",
+      "notes": "应用买家是机器人团队，但交付是训练数据设施；速度宣传未独立复核。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2026年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31400"
+        "YC-E-31400",
+        "PHYSICAL-CAT-YC31400"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "主营简介的规则初分",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：为机器人遥操作和第一视角数据提供密集语义标注、任务遵循验证与数据质量检查。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -17779,25 +17799,26 @@
      "id": "YC31417",
      "name": "Pairio",
      "url": "https://www.ycombinator.com/companies/pairio",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2025,
      "team": 3,
      "location": "Germany",
-      "business": "公司简介：AI mobile app that helps factory technicians fix broken machines",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
+      "business": "通过语音、照片、视频和设备手册辅助工厂人员排查故障并沉淀维修知识。",
+      "buyer": "工厂维护经理、技师与设备操作员",
+      "delivery": "工业维修知识与故障排查移动软件",
+      "notes": "四家德国工厂使用为公司自述，付费和效果未独立核；不据服务工厂归机器人整机。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2025年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31417"
+        "YC-E-31417",
+        "PHYSICAL-CAT-YC31417"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过照片和设备手册辅助工厂技师修复机器，属于实体工业维护。 分类是研究者判断，不代表独立验证技术或业绩。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：通过语音、照片、视频和设备手册辅助工厂人员排查故障并沉淀维修知识。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -18686,25 +18707,26 @@
      "id": "YC31481",
      "name": "Saudara AI",
      "url": "https://www.ycombinator.com/companies/saudara-ai",
-      "cat": "C10",
+      "cat": "C07",
      "year": 2025,
      "team": 2,
      "location": "San Francisco",
-      "business": "公司简介：AI Native Sourcing Broker For Overseas Manufacturing",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。",
+      "business": "人工经纪结合AI处理海外工厂采购、报价、质检与物流。",
+      "buyer": "美国品牌及海外制造供应链客户",
+      "delivery": "制造采购经纪与结果交付服务；不直接当纯软件订阅",
+      "notes": "五个月采购$1M+是代采货值，非公司净收入或ARR；40+品牌为自述，收费与付费客户口径未知。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2025年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-31481"
+        "YC-E-31481",
+        "PHYSICAL-CAT-YC31481"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合人工经纪和AI处理工厂采购、质检及物流，属于制造供应链服务。 分类是研究者判断，不代表独立验证技术或业绩。",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：人工经纪结合AI处理海外工厂采购、报价、质检与物流。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": []
    },
    {
@@ -26152,25 +26174,26 @@
      "id": "YC35850",
      "name": "Dreamscale Labs",
      "url": "https://www.ycombinator.com/companies/dreamscale-labs",
-      "cat": "C10",
+      "cat": "C02",
      "year": 2026,
      "team": 4,
      "location": "San Francisco",
-      "business": "公司简介：Real-time cloud inference for robotics.",
-      "buyer": "本轮未逐一核验",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。",
+      "business": "为机器人模型提供实时云推理、网络与计算优化及部署支持。",
+      "buyer": "机器人研发和模型部署团队",
+      "delivery": "云推理基础设施与部署支持；按需收费为自述，实际单价和合同未核",
+      "notes": "40—50%延迟降低等性能为厂商自述，未下载、编译或运行复现；不因此认定机器人整机业务。 收入、定价与技术能力仍需专项核验。",
      "cohort": "2026年成立",
      "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
      "price": "本轮未逐一核验",
      "stage": "目录公开，商业成熟度待核验",
      "sourceType": "YC官方页面中的公司自述",
      "evidenceIds": [
-        "YC-E-35850"
+        "YC-E-35850",
+        "PHYSICAL-CAT-YC35850"
      ],
      "revenueStatus": "unknown",
      "profileOnly": true,
-      "classificationBasis": "主营简介的规则初分",
+      "classificationBasis": "2026-10-30人工复核YC当前主营与长简介：为机器人模型提供实时云推理、网络与计算优化及部署支持。 按交付对象与任务分类，行业买家或创始人经历不直接等于机器人整机研发。",
      "directoryTags": [
        "Robotics",
        "Infrastructure",
@@ -32894,6 +32917,81 @@
      "reason": "未给财务截至日、币种与订阅定义；不把创始人旧Surt AI收入归PreMan",
      "bound": "=",
      "comparisonGroup": null
+    },
+    {
+      "id": "DAYJOB-O-ARR-LAUNCH",
+      "company": "YC31370",
+      "name": "Dayjob",
+      "kind": "发布文自述ARR",
+      "value": 496000,
+      "unit": "原文$，币种待核",
+      "timing": "页面未给具体日历业务截至日；2026-10-30读取",
+      "evidence": "PHYSICAL-CAT-YC31370",
+      "scope": "旧业务或自述里程碑，非同期比较记录",
+      "selection": "crosscheck",
+      "reason": "同页Q&A另称653K，未能确定两项声明的具体日期、先后或同期间可比性；不能相加或当两家公司，币种与合同边界未核",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "DAYJOB-O-ARR-QA",
+      "company": "YC31370",
+      "name": "Dayjob",
+      "kind": "Q&A自述ARR",
+      "value": 653000,
+      "unit": "原文$，币种待核",
+      "timing": "页面未给具体日历业务截至日；2026-10-30读取",
+      "evidence": "PHYSICAL-CAT-YC31370",
+      "scope": "旧业务或自述里程碑，非同期比较记录",
+      "selection": "crosscheck",
+      "reason": "自述2025年8月销售后七个月增长里程碑，不从相对月份推精确截至日；与496K保留并列，不择大入样本",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "DAYJOB-O-LEGACY-REVENUE",
+      "company": "YC31370",
+      "name": "Dayjob",
+      "kind": "前期ERP业务收入自述（期间未注明）",
+      "value": 150000,
+      "unit": "原文$，币种待核",
+      "timing": "页面未给具体日历业务截至日；2026-10-30读取",
+      "evidence": "PHYSICAL-CAT-YC31370",
+      "scope": "旧业务或自述里程碑，非同期比较记录",
+      "selection": "excluded",
+      "reason": "2022年起步的ERP旧业务口径，收入期间与币种未知，不转为新AI产品ARR",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "DAYJOB-O-CUSTOMER-UPLIFT",
+      "company": "YC31370",
+      "name": "Dayjob",
+      "kind": "客户首年收入增加",
+      "value": 800000,
+      "unit": "原文£，币种未独立核",
+      "timing": "页面未给具体日历业务截至日；2026-10-30读取",
+      "evidence": "PHYSICAL-CAT-YC31370",
+      "scope": "旧业务或自述里程碑，非同期比较记录",
+      "selection": "excluded",
+      "reason": "客户收益不是Dayjob公司收入，也不是收费金额或ARR",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SAUDARA-O-SOURCING",
+      "company": "YC31481",
+      "name": "Saudara AI",
+      "kind": "五个月代采货值",
+      "value": 1000000,
+      "unit": "原文$，币种待核",
+      "timing": "页面未给具体日历业务截至日；2026-10-30读取",
+      "evidence": "PHYSICAL-CAT-YC31481",
+      "scope": "旧业务或自述里程碑，非同期比较记录",
+      "selection": "excluded",
+      "reason": "原文sourced金额，未披露经纪费或净收入，不当经常性ARR",
+      "bound": ">",
+      "comparisonGroup": null
    }
  ],
  "evidence": [
@@ -48791,6 +48889,138 @@
      "kind": "投资机构原始资料复核",
      "summary": "当前公开页使用$2.5M ARR，未明示USD；没有具体日历业务截至日。",
      "limitation": "更正旧记录直接写USD及美元的推断，保留原值与来源历史；不修改平台MRR统计，不从机构所在地推币种。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC30191",
+      "companyId": "YC30191",
+      "title": "Partcl主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/partcl",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "芯片设计自动化工具，以物理约束模型和GPU加速时序分析、门尺寸与布局。 创始人过去机器人经历不代表当前主营；加速倍数未独立复测。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC30353",
+      "companyId": "YC30353",
+      "title": "Axal主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/axal",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "小批量PCB设计、组装、测试及交付服务。 当前主营AI使用程度未确认；页面保留旧AI技术债工具发布，不把旧产品能力自动归当前服务。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC30559",
+      "companyId": "YC30559",
+      "title": "Godela主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/godela",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "用AI物理引擎辅助工程与科学仿真、设计和原型研发。 模型用于行业仿真任务，不仅因物理世界或硬件标签归机器人整机。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31102",
+      "companyId": "YC31102",
+      "title": "Fuchsia主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/fuchsia",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "用AI辅助硬件认证要求、技术文件、测试计划和实验室协调。 Noetic为页面保留的旧发布名；没有独立性能或合规效果验证。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31158",
+      "companyId": "YC31158",
+      "title": "Terranox AI主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/terranox-ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "使用地质数据与AI模型开展北美铀矿勘探。 探矿项目、矿产价值和行业资本投入不等软件ARR；不据AI标签认定基础模型供应商。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31245",
+      "companyId": "YC31245",
+      "title": "Squid主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/squid",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "以统一、可版本化的电网模型支持网络规划与决策证据管理。 电网业务属于能源专业应用；合作与客户项目价值不等公司收入。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31346",
+      "companyId": "YC31346",
+      "title": "Rudus主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/rudus",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "识别建筑图纸的混凝土构件并生成工程量及估价材料。 提高投标数和节省时间是厂商自述，不是独立验证或公司收入。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31370",
+      "companyId": "YC31370",
+      "title": "Dayjob主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/dayjob",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "接入现有ERP，用AI辅助短途货车调度及路线优化。 YC成立栏列2025，但创始人说明2022已开始ERP业务、2025年1月转型；成立主体链未核，year暂留空。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31417",
+      "companyId": "YC31417",
+      "title": "Pairio主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/pairio",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "通过语音、照片、视频和设备手册辅助工厂人员排查故障并沉淀维修知识。 四家德国工厂使用为公司自述，付费和效果未独立核；不据服务工厂归机器人整机。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31481",
+      "companyId": "YC31481",
+      "title": "Saudara AI主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/saudara-ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "人工经纪结合AI处理海外工厂采购、报价、质检与物流。 五个月采购$1M+是代采货值，非公司净收入或ARR；40+品牌为自述，收费与付费客户口径未知。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC31400",
+      "companyId": "YC31400",
+      "title": "shotwell.ai主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/shotwellai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "为机器人遥操作和第一视角数据提供密集语义标注、任务遵循验证与数据质量检查。 应用买家是机器人团队，但交付是训练数据设施；速度宣传未独立复核。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
+    },
+    {
+      "id": "PHYSICAL-CAT-YC35850",
+      "companyId": "YC35850",
+      "title": "Dreamscale Labs主营、交付及沿革复核",
+      "url": "https://www.ycombinator.com/companies/dreamscale-labs",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方页面中的公司自述复核",
+      "summary": "为机器人模型提供实时云推理、网络与计算优化及部署支持。 40—50%延迟降低等性能为厂商自述，未下载、编译或运行复现；不因此认定机器人整机业务。",
+      "limitation": "本轮已读主营、发布及相关创始人描述；法律主体、实际合同与技术性能未独立核验。保留原始发现审计，不把宣传、客户效益或采购量当收入。"
    }
  ],
  "reviews": [
@@ -50793,6 +51023,54 @@
        "NEXOR-CURRENCY-RECHECK"
      ],
      "handling": "不将美国公司、投资机构或$符号自动映射USD；旧历史图中的美元长度条相应不再绘制，不改支付平台MRR比较组。"
+    },
+    {
+      "id": "PHYSICAL-CAT-R-12",
+      "type": "主营分类与交付边界复核",
+      "company": "机器人初分类中的行业工具、服务及基础设施",
+      "scope": "companies",
+      "companyIds": [
+        "YC30191",
+        "YC30353",
+        "YC30559",
+        "YC31102",
+        "YC31158",
+        "YC31245",
+        "YC31346",
+        "YC31417",
+        "YC31481",
+        "YC31400",
+        "YC35850"
+      ],
+      "summary": "重读12项YC官方页面：10项按行业应用、2项按训练数据或云推理设施移类；本记录覆盖11项，Dayjob沿革及收入单列。",
+      "evidenceIds": [
+        "PHYSICAL-CAT-YC30191",
+        "PHYSICAL-CAT-YC30353",
+        "PHYSICAL-CAT-YC30559",
+        "PHYSICAL-CAT-YC31102",
+        "PHYSICAL-CAT-YC31158",
+        "PHYSICAL-CAT-YC31245",
+        "PHYSICAL-CAT-YC31346",
+        "PHYSICAL-CAT-YC31417",
+        "PHYSICAL-CAT-YC31481",
+        "PHYSICAL-CAT-YC31400",
+        "PHYSICAL-CAT-YC35850"
+      ],
+      "handling": "保留目录基础深度及原始928条发现来源。Axal当前AI程度待核，历史AI发布不自动代表当前主营；Saudara采购货值单列排除，性能宣传未变成独立评测。"
+    },
+    {
+      "id": "DAYJOB-R-COHORT",
+      "type": "公司成立、业务转型与收入里程碑边界",
+      "company": "Dayjob",
+      "scope": "companies",
+      "companyIds": [
+        "YC31370"
+      ],
+      "summary": "YC成立栏2025与同页2022年开始ERP、2025年转型的叙述并存；公司成立年份暂留空，按旧业务/转型对照保留，不作为明确2025—2026新公司。",
+      "evidenceIds": [
+        "PHYSICAL-CAT-YC31370"
+      ],
+      "handling": "保留原始发现审计year=2025，不反写历史候选账本；当前公司year=null。两项未标日期ARR仅供交叉核对，旧ERP收入、客户收益不进入ARR同期比较；法律主体和收入合同仍待核。"
    }
  ],
  "coverage": {
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-31",
+  "version": "2026-10-30-32",
  "scopeConfirmedAt": "2026-10-30",
  "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
  "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。",
@@ -15,7 +15,7 @@
      ],
      "initialAccess": "官网目录可访问",
      "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。",
-      "nextCheck": "原新增目录中22条深化为个案并保留来源；当前基础项175条主营分类人工复核。继续核其余资料与财务缺项，估算、卖家收益展示和数据供给方估价不当公司ARR。",
+      "nextCheck": "原新增目录中23条深化为个案并保留来源；当前基础项177条主营分类人工复核。Dayjob成立/转型冲突已留缺；继续核其余资料与财务，客户收益、代采货值不当公司ARR。",
      "limitation": "批次不等于成立年；不代表全部公司"
    },
    {
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-speedrun-contracts-1",
+  "sourceVersion": "2026-10-30-physical-classification-1",
  "asOf": "2026-10-30",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",