From 05b500e91166409960d81ccb88013c4ea89ac460 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 21:54:16 +0800 Subject: [PATCH] Refine physical industry classifications and preserve pivot revenue limits --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 30 +- content/research/ai-companies.seed.json | 458 +++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 398 insertions(+), 100 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 79816e6..1423e7b 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 0c08538..748d984 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index deb7aec..d0230ae 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -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": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index c3fbdd7..c521524 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -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" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index ddc724a..17b3cc5 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",