Cross-check Sacra candidates and classify General Intuition
This commit is contained in:
@@ -182,9 +182,9 @@ async function main() {
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assert.equal(researchResponse.status, 200, "authenticated research API");
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assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
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const research = await researchResponse.json();
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assert.equal(research.companies.length, 1197);
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assert.equal(research.companies.length, 1198);
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assert.equal(research.categories.length, 11);
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assert.equal(research.evidence.length, 4632);
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assert.equal(research.evidence.length, 4646);
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assert.equal(research.observations.length, 453);
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assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
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const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
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@@ -123,8 +123,8 @@ test("research revisions share the authentication database and preserve replay l
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for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
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assert.equal(consumeCode(config, "invalid"), "limited");
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const initial = readResearchSnapshot();
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assert.equal(initial.companies.length, 1197);
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assert.equal(initial.evidence.length, 4632);
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assert.equal(initial.companies.length, 1198);
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assert.equal(initial.evidence.length, 4646);
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assert.equal(initial.observations.length, 453);
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assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
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assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
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@@ -164,8 +164,8 @@ test("research validation rejects broken evidence and unsafe source links", () =
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test("reviews link explicit companies without turning global or excluded cases into companies", () => {
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const snapshot = structuredClone(seed) as ResearchSnapshot;
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 208);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 141);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 209);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 143);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
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const review = snapshot.reviews.find((r) => r.id === "R4")!;
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assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
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@@ -185,11 +185,11 @@ test("reviews link explicit companies without turning global or excluded cases i
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test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
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const snapshot = seed as ResearchSnapshot;
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const summary = categorySummary(snapshot);
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assert.equal(summary.reduce((n, c) => n + c.count, 0), 1197);
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assert.equal(summary.reduce((n, c) => n + c.count, 0), 1198);
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assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
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assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
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assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
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assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1118);
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assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1119);
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assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
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assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
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assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
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@@ -224,8 +224,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become
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test("technical reviews keep accessible materials separate from tested capabilities", () => {
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const snapshot = structuredClone(seed) as ResearchSnapshot;
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assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 182);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 25);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 183);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
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assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
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assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/);
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@@ -1,5 +1,5 @@
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{
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"version": "2026-10-31-ph-all26-1",
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"version": "2026-10-31-sacra-targeted-1",
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"asOf": "2026-10-31",
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"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。",
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"limitations": [
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@@ -1477,7 +1477,7 @@
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"business": "追踪品牌在AI搜索中的可见度,并以Agent协助研究、内容建议和工具间任务交接。",
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"buyer": "品牌营销团队与代理机构",
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"delivery": "2026-10-22公司公告称超过3500家公司采用,发布Peec Agent;未独立测试效果",
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"notes": "2025年1月成立、2月产品上线;2024团队在Antler相识。招聘转载的1500万ARR缺明确截止日及币种代码,与8月第三方估算不视为相互独立验证。 公司五月披露的客户总数未证全为付费/全价,不作ARR分母;现提示词/项目/模型数量与Agentcredits为计费容量,不能当客户数。",
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"notes": "2025年1月成立、2月产品上线;2024团队在Antler相识。招聘转载的1500万ARR缺明确截止日及币种代码,与8月第三方估算不视为相互独立验证。 公司五月披露的客户总数未证全为付费/全价,不作ARR分母;现提示词/项目/模型数量与Agentcredits为计费容量,不能当客户数。 复查Sacra明确估算与客户分母推ARPU,不能以两个下界相除确认单客收入;Berlin,United States目录地理字段不照抄。原收入观测不重复新增。",
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"cohort": "2025年成立",
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"teamBasis": "2026-10-30访问公司招聘转载列100+,作为下界;页面Posted on 2026-09-22不等业务截止日,未独立核实",
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"price": "品牌套餐比较表原文$95/$245/$495每月,企业询价;按提示词、模型与项目及Agent额度区分,席位不限;币种代码待核 当前主卡Enterprise年约,但帮助页允许月订阅,实际合同需核;Starter无API,品牌Pro/Advanced及机构套餐可用。",
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@@ -1492,7 +1492,9 @@
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"PEEC-JOBS",
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"ARRCHECK2-PEEC-PRICE",
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"ARRCHECK2-PEEC-API",
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"ARRCHECK2-PEEC-PRESS"
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"ARRCHECK2-PEEC-PRESS",
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"SACRA1-PEEC-SACRA",
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"SACRA1-PEEC-ORIGINAL"
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],
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"revenueStatus": "self",
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"teamBound": "≥",
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@@ -1510,7 +1512,7 @@
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"business": "用自然语言生成应用,并提供数据库、认证与托管",
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"buyer": "创业者、小企业与内部工具团队",
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"delivery": "上市公司披露经营增长;技术质量尚未独立测试",
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"notes": "2025年成立,同年6月被Wix收购;收购后收入与独立初创组分开。 Wix2026二季度附件给出包含Base44的期末有效订阅MRR×12定义,但集团ARR/收入非Base44独立财务;年初非GAAP毛利近零、下半年60%是预测。信用消耗可随模型路由变化,失败也可扣费,不能仅凭ARR判断商业盈利。",
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"notes": "2025年成立,同年6月被Wix收购;收购后收入与独立初创组分开。 Wix2026二季度附件给出包含Base44的期末有效订阅MRR×12定义,但集团ARR/收入非Base44独立财务;年初非GAAP毛利近零、下半年60%是预测。信用消耗可随模型路由变化,失败也可扣费,不能仅凭ARR判断商业盈利。 复查Sacra2亿为估算复述,非新增独立披露;Wix集团/分部ARR与产品独立收入和推理毛利预期继续分开,不重复里程碑。",
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"cohort": "2025年成立",
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"teamBasis": null,
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"price": "当前默认年付等效月价原$16/40/80/160,Starter/Builder/Pro/Elite双额度,免费层25月消息;企业询价。原$不补币种,年付折算与单独月付分开。",
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@@ -1525,7 +1527,9 @@
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"E096",
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"ARRCHECK2-BASE-DEFINITION",
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"ARRCHECK2-BASE-PRICE",
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"ARRCHECK2-BASE-TERMS"
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"ARRCHECK2-BASE-TERMS",
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"SACRA1-BASE-SACRA",
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"SACRA1-BASE-SEC"
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],
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"revenueStatus": "self",
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"pricingEvidence": "ARRCHECK2-BASE-PRICE",
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@@ -37647,6 +37651,45 @@
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"PHALL26-STORE-ABOUT"
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]
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}
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},
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{
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"id": "AI106",
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"name": "General Intuition",
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"url": "https://www.generalintuition.com/",
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"channel": "S05",
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"cat": "C01",
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"year": 2025,
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"team": null,
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"location": null,
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"business": "研究世界模型和动作模型,以行动标注的游戏视频学习环境演变,公开MIRA多人交互世界模型研究代码。",
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"buyer": "游戏、仿真和机器人企业及研究团队",
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"delivery": "模型研究/公开代码与有限合作方商业API;更广泛访问候补,收费/服务保障及数据授权安排待核",
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"notes": "融资、Medal旧平台数据/用户及合作标志不作新公司收入。官网称过去一年募资超过6.5亿原$而目录轮次时点不同,不跨源相加。代码公开不等独立复现或全部模型/数据商用许可。",
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"cohort": "官方公司主页列2025成立并由官网反链;精确注册、与Medal集团/数据沿革仍待核,不仅依据产品发布年",
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"teamBasis": "官方主页范围11—50与成员列表口径未对齐,精确现员未知,不取中点",
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"price": "少量伙伴商业API及候补,未取得公开价格/实际服务合同;不把融资、研究代码或用户量当销售",
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"stage": "MIRA代码公开、官网称少量商业API合作方,其余候补;收费与实际部署规模及独立效度待核",
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"sourceType": "官方公司主页/官网/营销条款、官网反链技术仓库与目录交叉核查",
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"evidenceIds": [
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"SACRA1-GI-SACRA",
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"SACRA1-GI-HOME",
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"SACRA1-GI-TERMS",
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"SACRA1-GI-PROFILE",
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"SACRA1-GI-CODE"
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],
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"revenueStatus": "unknown",
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"businessModel": "世界/动作模型API合作及研究生态;实际许可/按量/项目收费与数据、训练、推理成本待核",
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"entityBasis": "营销网站条款称General Intuition US Inc.且与Medal条款分离;未独立核注册或集团主体/资产转移,不重复计法人数",
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"classificationBasis": "按自有世界/动作模型研究归C01;具身/游戏应用不是仅做机器人硬件或内容服务,公开单模型不代表企业全部能力",
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"technicalReview": {
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"level": "public-artifact",
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"reviewedAt": "2026-10-31",
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"summary": "官网反链官方MIRA仓库,README/源目录及合作方反链可核;未运行模型、评估或独立复现。",
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"evidenceIds": [
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"SACRA1-GI-HOME",
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"SACRA1-GI-CODE"
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]
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}
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}
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],
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"observations": [
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@@ -95718,6 +95761,160 @@
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"kind": "产品发布平台/公司原始资料与主体补核",
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"summary": "公开测试子域条款称PollyReach及关联方,列订阅/积分、Stripe支付和用户授权任务;未给清晰法人全名。",
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"limitation": "测试域是否当前正式合同待核,生效日期非成立年。平台Free标签不推无付费,充值/订阅和电话/第三方成本需分,条款合规说法不当法律审查;未实际通话。"
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},
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{
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"id": "SACRA1-DIRECTORY",
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"companyId": null,
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"title": "Sacra公开公司目录可读范围",
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"url": "https://sacra.com/explore/companies/",
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"publishedAt": null,
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"accessedAt": "2026-10-31",
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"kind": "公开研究目录/公司与投资方原始资料核查",
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"summary": "从公司档案Companies链接确认实际目录入口,当前公开响应只有筛选输入和通用导航,未取得公司结果行。",
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"limitation": "不能据搜索四个目标当全站名单或两年筛选全集;/companies不可访问和/c/404不代表无公司。不登录、绕过或调用私有接口,本批仅定向个案。"
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},
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{
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"id": "SACRA1-GIMLET-SACRA",
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"companyId": null,
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"title": "Gimlet目录成立与资金字段冲突",
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"url": "https://sacra.com/c/gimlet-labs/",
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"publishedAt": null,
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"accessedAt": "2026-10-31",
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"kind": "公开研究目录/公司与投资方原始资料核查",
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"summary": "当前页首成立2023、Funding9200万,正文成立2025、融资累计3.92亿,并列2025公开发布/2026后续轮次。",
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"limitation": "同页字段明显未对齐,不能选新年入表或将融资当收入;资金截至日/轮次可能不同,未取得方法底表,不据此推公司造假。按投资方原始成立补核。"
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},
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{
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"id": "SACRA1-GIMLET-HOME",
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"companyId": null,
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"title": "Gimlet当前推理平台与Agent内核项目",
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"url": "https://gimletlabs.ai/",
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"publishedAt": null,
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"accessedAt": "2026-10-31",
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"kind": "公开研究目录/公司与投资方原始资料核查",
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"summary": "官网为推理/调度平台与kforge Agent生成内核项目,反链各产品、研究和文档。",
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"limitation": "AI任务明确,但新项目/公开发布不重置公司成立;模型/效率宣传未独立验证,不执行代码或把客户计算节省当收入。"
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},
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{
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"id": "SACRA1-GIMLET-ECLIPSE",
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"companyId": null,
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"title": "Gimlet投资方2023成立原始资料",
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"url": "https://eclipse.capital/companies/Gimlet",
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"publishedAt": null,
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||||
"accessedAt": "2026-10-31",
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||||
"kind": "公开研究目录/公司与投资方原始资料核查",
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"summary": "投资方Eclipse列Gimlet Founded Year2023、同官网和五创始人,称2025年10月出隐身及2026融资。",
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"limitation": "成立为投资方自述非独立登记;2025公开发布非公司创立。八位数revenues未给口径/财务截至日,不补ARR或计入新公司样本;投资者有利益关系。"
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||||
},
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{
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"id": "SACRA1-GIMLET-LAUNCH",
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||||
"companyId": null,
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||||
"title": "Gimlet2025公开发布不等成立",
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"url": "https://gimletlabs.ai/blog/introducing-gimlet-labs",
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||||
"publishedAt": "2025-10-22",
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||||
"accessedAt": "2026-10-31",
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||||
"kind": "公开研究目录/公司与投资方原始资料核查",
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||||
"summary": "公司公开介绍推理系统,原文署名与投资方同团队,描述此前已构建的基础设施/研究。",
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"limitation": "这是公开发布而非2025成立证明;性能和商业进展自述非独立评测或实收底表,按投资方2023归范围外并保留目录冲突。"
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},
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{
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"id": "SACRA1-GI-SACRA",
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"companyId": "AI106",
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||||
"title": "General Intuition目录与融资非收入",
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"url": "https://sacra.com/c/general-intuition/",
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"publishedAt": null,
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
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||||
"summary": "目录列2025成立、世界/动作模型研究,正文列种子/后续融资及Medal关联背景,指向generalintuition.com。",
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||||
"limitation": "目录融资数与官网过去一年融资口径可能不同,不相加或当收入;模型能力追原始产物,成立另以公司主页核,目录地点不作精确运营地。"
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||||
},
|
||||
{
|
||||
"id": "SACRA1-GI-HOME",
|
||||
"companyId": "AI106",
|
||||
"title": "General Intuition当前世界模型与商业API阶段",
|
||||
"url": "https://www.generalintuition.com/",
|
||||
"publishedAt": null,
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "官网明确世界/动作模型研究、MIRA与Kyutai/Epic合作;称少量游戏/仿真/机器人合作方已接商业API,其余候补。称过去一年募资超过6.5亿原$。",
|
||||
"limitation": "商业API/合作方不证明已付费或收入,募资非ARR;Medal上传量与旧业务不能归新公司收入。MIRA实时/任务效果为厂商描述,公开研究与产品合同分开。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-GI-TERMS",
|
||||
"companyId": "AI106",
|
||||
"title": "General Intuition网站运营者与Medal业务边界",
|
||||
"url": "https://www.generalintuition.com/terms",
|
||||
"publishedAt": "2026-06-25",
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "网站条款自述General Intuition US Inc.运营,仅管营销网站,明确不管Medal平台/服务;研究和招聘信息非承诺。",
|
||||
"limitation": "网站条款不是商业API/模型服务合同,法律登记/集团与Medal转移安排未独立核。关联数据资源不等所有权/许可已审计,不合并旧平台财务。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-GI-PROFILE",
|
||||
"companyId": "AI106",
|
||||
"title": "General Intuition官方自报2025成立",
|
||||
"url": "https://www.linkedin.com/company/generalintuition/",
|
||||
"publishedAt": null,
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "官网反链公司主页列2025成立、同域名及模型使命;公司规模范围11—50,另有可见成员列表。",
|
||||
"limitation": "成立是公司自述非独立登记;规模范围/成员列表口径不等精确现员数,不取中点或按招聘反推,精确地点/集团沿革待核。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-GI-CODE",
|
||||
"companyId": "AI106",
|
||||
"title": "MIRA官方代码产物与未运行限制",
|
||||
"url": "https://github.com/mira-wm/mira",
|
||||
"publishedAt": null,
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "General Intuition官网直接反链MIRA公开仓库,README同名报告、作者合作方反链,提供源目录、配置与评估入口,列Apache2.0。",
|
||||
"limitation": "仅阅读仓库/README与导航,不运行/下载模型或核实验;公开代码支持public-artifact级,不提升独立测试。许可标签不替全部权重/数据商用授权核查,MIRA成绩非整个公司能力。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-PEEC-SACRA",
|
||||
"companyId": "AI055",
|
||||
"title": "Peec估算、同比分母与原始披露区分",
|
||||
"url": "https://sacra.com/c/peec/",
|
||||
"publishedAt": null,
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "Sacra明确估算2026年8月ARR1500万美元,并以5月1000万/2500客户推ARPU;页首地点写Berlin,United States。",
|
||||
"limitation": "复述既有O066估算不新增独立观测或确定财务日。客户是否全部付费未证,算术ARPU不作已验证单客收入;地点字段不照抄,估算方法/底表仍缺。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-PEEC-ORIGINAL",
|
||||
"companyId": "AI055",
|
||||
"title": "Peec公司稿与Sacra派生指标对应",
|
||||
"url": "https://www.globenewswire.com/news-release/2026/05/28/3303009/0/en/peec-ai-hits-10m-arr-16-months-after-launch-as-brands-race-to-optimize-for-ai-search.html",
|
||||
"publishedAt": "2026-05-28",
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "公司稿称ARR超过1000万原$、客户超过2500、2025年1月成立;客户及增长分母是公司描述。",
|
||||
"limitation": "公告/相对里程碑不是精确财务截至日;超过金额与超过人数不推出精确ARPU。此前观测保留,不新增收入,不借Sacra派生算术把原稿变独立财务核验。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-BASE-SACRA",
|
||||
"companyId": "AI056",
|
||||
"title": "Base44目录估算与收购后指标",
|
||||
"url": "https://sacra.com/c/base44/",
|
||||
"publishedAt": null,
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "Sacra明确估算8月ARR2亿,目录列2025成立及被Wix收购,并复述历次ARR里程碑/用户及积分模式。",
|
||||
"limitation": "不把重复里程碑作为新增独立财务观测,也不将收购金额当估值之外的收入;付费率、分部净收入与估算底表未获,母公司及产品用户分开。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-BASE-SEC",
|
||||
"companyId": "AI056",
|
||||
"title": "Base44所属集团财务定义与毛利预期",
|
||||
"url": "https://www.sec.gov/Archives/edgar/data/1576789/000162828026052108/secondquarter2026results.htm",
|
||||
"publishedAt": "2026-08-04",
|
||||
"accessedAt": "2026-10-31",
|
||||
"kind": "公开研究目录/公司与投资方原始资料核查",
|
||||
"summary": "复核WixQ2附件相关段落:集团期末ARR和分部收入、Base44计算/推理成本及下半年约60%非GAAP毛利预期;定义纳含Base44的订阅MRR年化。",
|
||||
"limitation": "仅读相关财务/定义段落;集团数字不是Base44独立经营收入,预测不是已实现毛利,不将Sacra估算与管理层预期视独立审计。没有新增或重定旧财务金额/日期。"
|
||||
}
|
||||
],
|
||||
"reviews": [
|
||||
@@ -104423,6 +104620,53 @@
|
||||
"PHALL26-STORE-PRICE"
|
||||
],
|
||||
"handling": "需实收/退款、活跃付费卖家、续费和合同版本,以及模型、工具、连接器与人工支持成本。官网用户/卖家数不等付费,店铺销售及广告预算不归平台营收;精确注册/团队/地点与独立技术效度缺,收入未知不填零。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-R-DIRECTORY",
|
||||
"type": "目录内部冲突、公开入口与成立/上线边界",
|
||||
"company": "Sacra / Gimlet Labs",
|
||||
"scope": "dataset",
|
||||
"summary": "Sacra目录入口只有筛选外壳,四个档案为定向核查。Gimlet页首2023/正文2025、融资字段不齐;投资方2023与官网2025上线应分开。",
|
||||
"evidenceIds": [
|
||||
"SACRA1-DIRECTORY",
|
||||
"SACRA1-GIMLET-SACRA",
|
||||
"SACRA1-GIMLET-HOME",
|
||||
"SACRA1-GIMLET-ECLIPSE",
|
||||
"SACRA1-GIMLET-LAUNCH"
|
||||
],
|
||||
"handling": "不宣布全站或两年全量,Gimlet按投资方自述旧年暂范围外并留精确登记缺项;目录时间/方法未对齐不等公司财务造假,融资/估值/成本比较非ARR。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-R-FINANCIAL",
|
||||
"type": "重复估算、客户下界和集团/产品财务口径",
|
||||
"company": "Peec AI / Base44",
|
||||
"scope": "dataset",
|
||||
"summary": "Sacra Peec/Base44明确估算并复述既有里程碑;Peec超过ARR/超过客户不能相除得精确ARPU,Base44所属Wix集团数字与预测不是独立产品财务。",
|
||||
"evidenceIds": [
|
||||
"SACRA1-PEEC-SACRA",
|
||||
"SACRA1-PEEC-ORIGINAL",
|
||||
"SACRA1-BASE-SACRA",
|
||||
"SACRA1-BASE-SEC"
|
||||
],
|
||||
"handling": "不新增或改金额/日期,不把多篇复述当独立验证或复制历史收入。付费客户分母、期间/币种、会计/合同定义及估算底表继续缺;地点字段错误不照抄,也不由差异推造假。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-R-GI",
|
||||
"type": "世界模型公开产物与商业API收入分开",
|
||||
"company": "General Intuition",
|
||||
"companyIds": [
|
||||
"AI106"
|
||||
],
|
||||
"scope": "companies",
|
||||
"summary": "2025公司自述成立、MIRA官方代码可访问与有限合作API支持模型研究分类;营销网站条款明确与Medal分开。",
|
||||
"evidenceIds": [
|
||||
"SACRA1-GI-SACRA",
|
||||
"SACRA1-GI-HOME",
|
||||
"SACRA1-GI-TERMS",
|
||||
"SACRA1-GI-PROFILE",
|
||||
"SACRA1-GI-CODE"
|
||||
],
|
||||
"handling": "未运行/独立验证代码或数据/模型商用许可,不将公开产物升级独立测试;商业API合作未证付款,融资和Medal旧数据/用户非本公司ARR。需实际API合同、数据权利和训练/推理/支持成本、注册沿革与当前精确团队,收入未知。"
|
||||
}
|
||||
],
|
||||
"coverage": {
|
||||
@@ -117441,6 +117685,80 @@
|
||||
]
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
"id": "S05-targeted-2026-1",
|
||||
"sourceId": "S05",
|
||||
"url": "https://sacra.com/explore/companies/",
|
||||
"accessedAt": "2026-10-31",
|
||||
"scope": "定向检索并打开Gimlet、General Intuition、Peec、Base44四个档案,非从目录外壳解析出的全量结果。3关联(仅General Intuition新增)、1按投资方2023暂范围外;目录结果/两年筛选全集仍缺。",
|
||||
"complete": false,
|
||||
"records": [
|
||||
{
|
||||
"id": "SACRA1-C-GIMLET",
|
||||
"name": "Gimlet Labs",
|
||||
"url": "https://sacra.com/c/gimlet-labs/",
|
||||
"categoryId": "C02",
|
||||
"kind": "company",
|
||||
"profileStatus": "readable",
|
||||
"status": "outside-cohort",
|
||||
"evidenceIds": [
|
||||
"SACRA1-GIMLET-SACRA",
|
||||
"SACRA1-GIMLET-HOME",
|
||||
"SACRA1-GIMLET-ECLIPSE",
|
||||
"SACRA1-GIMLET-LAUNCH"
|
||||
],
|
||||
"note": "投资方2023成立与官网2025公开发布分开,暂范围外。Sacra同页2023/2025及融资页首/正文不齐,保留差异不认财务造假;八位数收入/客户计算节省不填新公司ARR,非近名媒体公司。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-C-GI",
|
||||
"name": "General Intuition",
|
||||
"url": "https://sacra.com/c/general-intuition/",
|
||||
"categoryId": "C01",
|
||||
"kind": "company",
|
||||
"profileStatus": "readable",
|
||||
"status": "linked",
|
||||
"companyId": "AI106",
|
||||
"evidenceIds": [
|
||||
"SACRA1-GI-SACRA",
|
||||
"SACRA1-GI-HOME",
|
||||
"SACRA1-GI-TERMS",
|
||||
"SACRA1-GI-PROFILE",
|
||||
"SACRA1-GI-CODE"
|
||||
],
|
||||
"note": "公司官方主页2025和明确模型任务纳入AI106;MIRA公开代码为public-artifact,未复现。营销网站General Intuition US Inc.与Medal业务分开,商业API小量合作不是收入证据。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-C-PEEC",
|
||||
"name": "Peec AI",
|
||||
"url": "https://sacra.com/c/peec/",
|
||||
"categoryId": "C06",
|
||||
"kind": "company",
|
||||
"profileStatus": "readable",
|
||||
"status": "linked",
|
||||
"companyId": "AI055",
|
||||
"evidenceIds": [
|
||||
"SACRA1-PEEC-SACRA",
|
||||
"SACRA1-PEEC-ORIGINAL"
|
||||
],
|
||||
"note": "关联已有AI055,不新增公司/财务观测。目录估算与公司客户下界不推出精确ARPU或独立验证,原地理字段不照抄。"
|
||||
},
|
||||
{
|
||||
"id": "SACRA1-C-BASE",
|
||||
"name": "Base44",
|
||||
"url": "https://sacra.com/c/base44/",
|
||||
"categoryId": "C04",
|
||||
"kind": "company",
|
||||
"profileStatus": "readable",
|
||||
"status": "linked",
|
||||
"companyId": "AI056",
|
||||
"evidenceIds": [
|
||||
"SACRA1-BASE-SACRA",
|
||||
"SACRA1-BASE-SEC"
|
||||
],
|
||||
"note": "关联已有AI056;估算复述里程碑不重复收入,集团ARR/分部收入及毛利预测不当产品独立财务。"
|
||||
}
|
||||
]
|
||||
}
|
||||
],
|
||||
"directoryRechecks": [
|
||||
|
||||
@@ -1,5 +1,5 @@
|
||||
{
|
||||
"version": "2026-10-31-ph-all26-1",
|
||||
"version": "2026-10-31-sacra-targeted-1",
|
||||
"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。",
|
||||
@@ -2825,8 +2825,8 @@
|
||||
"sacra.com"
|
||||
],
|
||||
"initialAccess": "官网可读取",
|
||||
"boundary": "已用于定向估算及日期口径交叉核查;无全站公司名录读取台账。",
|
||||
"nextCheck": "保留估算与公司披露差异,核实历史截至日。",
|
||||
"boundary": "已用于定向估算及日期口径交叉核查;无全站公司名录读取台账。 本轮确认公开目录实际入口/explore/companies仅筛选外壳,另定向登记Gimlet/General Intuition/Peec/Base44四档案,非完整名单。General Intuition据公司自述2025及MIRA代码新增AI106;Gimlet投资方2023暂范围外,保留目录2023/2025及融资字段冲突;Peec/Base44复用既有公司和财务观测,无收入新增。",
|
||||
"nextCheck": "保留估算与公司披露差异,核实历史截至日。 继续取得公开目录结果/两年筛选边界与估算方法底表;General Intuition注册/Medal沿革及商业API合同、Gimlet原始登记和财务口径、Peec真实付费分母、Base44产品独立收入及集团定义/毛利实际值仍缺。不能据四例宣布全站覆盖。",
|
||||
"limitation": "部分付费;不能把估算当审计数"
|
||||
},
|
||||
{
|
||||
|
||||
@@ -1,5 +1,5 @@
|
||||
{
|
||||
"sourceVersion": "2026-10-31-ph-all26-1",
|
||||
"sourceVersion": "2026-10-31-sacra-targeted-1",
|
||||
"asOf": "2026-10-31",
|
||||
"metric": "platform-mrr-usd",
|
||||
"sampleUnit": "product-or-business",
|
||||
|
||||
Reference in New Issue
Block a user