From 0bd2ce6b02425edaae3524af45001415b4275afe Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 23:45:58 +0800 Subject: [PATCH] Cross-check Sacra candidates and classify General Intuition --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 16 +- content/research/ai-companies.seed.json | 328 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 337 insertions(+), 19 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 0294d5a..be45974 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,9 +182,9 @@ async function main() { assert.equal(researchResponse.status, 200, "authenticated research API"); assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store")); const research = await researchResponse.json(); - assert.equal(research.companies.length, 1197); + assert.equal(research.companies.length, 1198); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4632); + assert.equal(research.evidence.length, 4646); assert.equal(research.observations.length, 453); 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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index a136e99..fac49f4 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,8 +123,8 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1197); - assert.equal(initial.evidence.length, 4632); + assert.equal(initial.companies.length, 1198); + assert.equal(initial.evidence.length, 4646); assert.equal(initial.observations.length, 453); 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"); @@ -164,8 +164,8 @@ 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, 208); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 141); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 209); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 143); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -185,11 +185,11 @@ test("reviews link explicit companies without turning global or excluded cases i test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => { const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); - assert.equal(summary.reduce((n, c) => n + c.count, 0), 1197); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1198); assert.equal(summary.reduce((n, c) => n + c.self, 0), 58); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1118); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1119); assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown"); assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown"); assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体")); @@ -224,8 +224,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 182); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 25); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 183); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 1938853..7ddc8e3 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-ph-all26-1", + "version": "2026-10-31-sacra-targeted-1", "asOf": "2026-10-31", "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": [ @@ -1477,7 +1477,7 @@ "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。", "buyer": "品牌营销团队与代理机构", "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", - "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。", + "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。", "cohort": "2025年成立", "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", "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。", @@ -1492,7 +1492,9 @@ "PEEC-JOBS", "ARRCHECK2-PEEC-PRICE", "ARRCHECK2-PEEC-API", - "ARRCHECK2-PEEC-PRESS" + "ARRCHECK2-PEEC-PRESS", + "SACRA1-PEEC-SACRA", + "SACRA1-PEEC-ORIGINAL" ], "revenueStatus": "self", "teamBound": "≥", @@ -1510,7 +1512,7 @@ "business": "用自然语言生成应用，并提供数据库、认证与托管", "buyer": "创业者、小企业与内部工具团队", "delivery": "上市公司披露经营增长；技术质量尚未独立测试", - "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。", + "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。", "cohort": "2025年成立", "teamBasis": null, "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。", @@ -1525,7 +1527,9 @@ "E096", "ARRCHECK2-BASE-DEFINITION", "ARRCHECK2-BASE-PRICE", - "ARRCHECK2-BASE-TERMS" + "ARRCHECK2-BASE-TERMS", + "SACRA1-BASE-SACRA", + "SACRA1-BASE-SEC" ], "revenueStatus": "self", "pricingEvidence": "ARRCHECK2-BASE-PRICE", @@ -37647,6 +37651,45 @@ "PHALL26-STORE-ABOUT" ] } + }, + { + "id": "AI106", + "name": "General Intuition", + "url": "https://www.generalintuition.com/", + "channel": "S05", + "cat": "C01", + "year": 2025, + "team": null, + "location": null, + "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。", + "buyer": "游戏、仿真和机器人企业及研究团队", + "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", + "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。", + "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", + "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", + "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", + "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", + "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", + "evidenceIds": [ + "SACRA1-GI-SACRA", + "SACRA1-GI-HOME", + "SACRA1-GI-TERMS", + "SACRA1-GI-PROFILE", + "SACRA1-GI-CODE" + ], + "revenueStatus": "unknown", + "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", + "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", + "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", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "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。", + "evidenceIds": [ + "SACRA1-GI-HOME", + "SACRA1-GI-CODE" + ] + } } ], "observations": [ @@ -95718,6 +95761,160 @@ "kind": "产品发布平台/公司原始资料与主体补核", "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。", "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。" + }, + { + "id": "SACRA1-DIRECTORY", + "companyId": null, + "title": "Sacra公开公司目录可读范围", + "url": "https://sacra.com/explore/companies/", + "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": "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。", + "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。" + }, + { + "id": "SACRA1-GIMLET-SACRA", + "companyId": null, + "title": "Gimlet目录成立与资金字段冲突", + "url": "https://sacra.com/c/gimlet-labs/", + "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": "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。", + "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。" + }, + { + "id": "SACRA1-GIMLET-HOME", + "companyId": null, + "title": "Gimlet当前推理平台与Agent内核项目", + "url": "https://gimletlabs.ai/", + "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。", + "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。" + }, + { + "id": "SACRA1-GIMLET-ECLIPSE", + "companyId": null, + "title": "Gimlet投资方2023成立原始资料", + "url": "https://eclipse.capital/companies/Gimlet", + "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": "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。", + "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。" + }, + { + "id": "SACRA1-GIMLET-LAUNCH", + "companyId": null, + "title": "Gimlet2025公开发布不等成立", + "url": "https://gimletlabs.ai/blog/introducing-gimlet-labs", + "publishedAt": "2025-10-22", + "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。", + "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。" + }, + { + "id": "SACRA1-GI-SACRA", + "companyId": "AI106", + "title": "General Intuition目录与融资非收入", + "url": "https://sacra.com/c/general-intuition/", + "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": "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。", + "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。" + }, + { + "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": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index b478d23..3c11d2b 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -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" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 57c1e37..2b5a849 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",