diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index a4ca686..abe5800 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, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1823); - assert.equal(research.observations.length, 234); + assert.equal(research.evidence.length, 1858); + assert.equal(research.observations.length, 237); 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 439cb34..ff08234 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, 1051); - assert.equal(initial.evidence.length, 1823); - assert.equal(initial.observations.length, 234); + assert.equal(initial.evidence.length, 1858); + assert.equal(initial.observations.length, 237); 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, 112); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 115); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -86,10 +86,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); assert.equal(summary.reduce((n, c) => n + c.count, 0), 1051); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 41); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 43); 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), 989); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 987); 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")); @@ -101,7 +101,7 @@ test("disclosure counts exclude client income, biographies, targets and duplicat 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, 57); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 59); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 9); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -144,6 +144,15 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", ( const waitlist = snapshot.observations.find((o) => o.id === "SR25-O-OMI-WAITLIST")!; assert.equal(waitlist.selection, "excluded", "waitlist conversions are not paid recurring revenue"); assert.equal(snapshot.companies.find((c) => c.id === waitlist.company)?.revenueStatus, "unknown"); + const bluma = snapshot.observations.find((o) => o.id === "BLUMA-O-HISTORICAL-MRR")!; + assert.equal(bluma.selection, "historical"); + assert.ok(bluma.unit !== "USD" && !bluma.observedAt && bluma.comparisonGroup === null); + const native = snapshot.observations.find((o) => o.id === "NATIVE-O-ARR-CLAIM")!; + assert.equal(native.selection, "crosscheck"); + assert.ok(!native.metric && !native.observedAt && native.comparisonGroup === null); + const marketVolume = snapshot.observations.find((o) => o.id === "PALISADE-O-GMV")!; + assert.equal(marketVolume.selection, "excluded", "customer GMV must not establish company revenue or ARR"); + assert.equal(snapshot.companies.find((c) => c.id === marketVolume.company)?.revenueStatus, "unknown"); const pingo = snapshot.observations.find((o) => o.id === "PINGO-O-MRR-JUL25")!; assert.equal(pingo.selection, "historical", "a July 2025 self-report is not a current payment-platform sample"); assert.ok(pingo.unit !== "USD" && !pingo.observedAt && pingo.comparisonGroup === null); @@ -215,6 +224,10 @@ test("directory coverage reconciles every candidate and keeps profile-only incom 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 if (company.id === "YC36279") { + assert.equal(row.foundedYear, 2026, "original Native discovery remains unchanged"); + assert.equal(company.year, null, "a model launch and YC date cannot settle the older business founding year"); + assert.ok(snapshot.reviews.some((review) => review.id === "NATIVE-R-COHORT" && review.companyIds?.includes(company.id))); } else { assert.equal(company.year, row.foundedYear); assert.ok([2025, 2026].includes(company.year!)); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index d71a3b2..c461883 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,6 +1,6 @@ { - "version": "2026-10-30-consumer-creative-1", - "asOf": "2026-10-30", + "version": "2026-10-31-sales-models-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": [ "非随机样本，YC和英文资料偏多；不代表全球全量公司。", @@ -3289,22 +3289,24 @@ "year": 2025, "team": 4, "location": "New York City, NY", - "business": "公司简介：AI for account management and customer success", - "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": "汇总客户互动和活动，识别续约、流失及扩展机会并执行客户管理任务。", + "buyer": "企业客户成功及账户管理团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留客户运营；数亿美元归因扩展收入是客户成果，非Ambral收入。旧Wonder估值、创始人旧项目用户和被收购经历不归当前财务。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30362" + "YC-E-30362", + "SALES-CAT-YC30362" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：汇总客户互动和活动，识别续约、流失及扩展机会并执行客户管理任务。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", + "directoryTags": [], + "businessModel": "客户成功软件与Agent运营；席位、账户及服务收费待拆" }, { "id": "YC30364", @@ -4632,26 +4634,28 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Realtime Sales Copilot", - "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": "依据销售通话及企业话术，在实时通话中提供表达、提问和异议建议。", + "buyer": "销售及收入运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售工具；客户从100000到360000及成交率提升是效果自述，非公司收入。同行50月费不当Nomi实收，转录与安全未核。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30476" + "YC-E-30476", + "SALES-CAT-YC30476" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：依据销售通话及企业话术，在实时通话中提供表达、提问和异议建议。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Sales", "Sales Enablement", "AI" - ] + ], + "businessModel": "销售辅导软件，兼免费会议笔记；席位及模型用量待核" }, { "id": "YC30477", @@ -6773,22 +6777,24 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Agentic sales enrichment spreadsheet", - "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": "通过AI生成的TypeScript列和数据连接，丰富销售线索并运行GTM研究。", + "buyer": "销售研究及增长工程团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售数据工具；可写代码是实现形式，不直接归通用编码。推荐客户500每月是转介支出承诺，不当收入或已实现分成；数据权利和当前报价未核。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30642" + "YC-E-30642", + "SALES-CAT-YC30642" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：通过AI生成的TypeScript列和数据连接，丰富销售线索并运行GTM研究。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", + "directoryTags": [], + "businessModel": "销售数据电子表格与丰富API；数据供应、席位和用量费待拆" }, { "id": "YC30643", @@ -8444,26 +8450,29 @@ "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Done-for-you AI video ads and Meta campaign management", - "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": "为企业制作广告视频并提供Meta投放管理，成品经人工审查。", + "buyer": "付费社交广告及企业营销团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销服务；官网明确旧自助讲解视频应用仅向现客户开放，新客户为广告代理。每周25成品、90天退款条件非收入，媒体费用与服务收费分开。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30721" + "YC-E-30721", + "SALES-CAT-YC30721", + "SALES-HOME-01" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为企业制作广告视频并提供Meta投放管理，成品经人工审查。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Video", "Marketing", "Advertising" - ] + ], + "businessModel": "广告制作代理服务，可兼投放托管；项目/月费、人力与媒体支出待拆" }, { "id": "YC30722", @@ -8697,26 +8706,28 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Airline customer service, fully automated.", - "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": "为航空及交通企业处理电话、邮件和聊天支持，并衔接旅行系统完成请求。", + "buyer": "航空、旅行及交通客户服务团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留客户运营；Flightfox旧业务2200万/2500万年收入不同叙述均非Humoniq收入。替代外包与全天自动化仅自述，不推实际付费或毛利。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30732" + "YC-E-30732", + "SALES-CAT-YC30732" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为航空及交通企业处理电话、邮件和聊天支持，并衔接旅行系统完成请求。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Travel", "AI", "Conversational AI" - ] + ], + "businessModel": "行业客户运营托管与软件；人工升级、通话和集成成本待核" }, { "id": "YC30734", @@ -8837,26 +8848,28 @@ "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI sales roleplay built from your real deals", - "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": "以真实交易、CRM与过往通话构建AI买家，供销售人员模拟练习和教练评分。", + "buyer": "企业销售及培训团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售赋能；模拟买家不是模型训练数据供应或实际客户成交。免费练习、评分效果和客户规模无收入金额。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30739" + "YC-E-30739", + "SALES-CAT-YC30739" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：以真实交易、CRM与过往通话构建AI买家，供销售人员模拟练习和教练评分。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Sales", "Sales Enablement", "AI" - ] + ], + "businessModel": "销售角色扮演软件；席位、模拟时长及教练服务收费未核" }, { "id": "YC30740", @@ -9840,27 +9853,30 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI that creates and runs ads, end-end", - "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": "创建、发布并优化付费广告、落地页和归因分析。", + "buyer": "DTC、SaaS及企业营销团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销运营；旧AI搜索可见性分析发布与现广告引擎分开。1500团队、30企业和20倍提升为自述，不等收入；赞助结果与模型渠道实际接入未独立核。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30822" + "YC-E-30822", + "SALES-CAT-YC30822", + "SALES-HOME-03" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：创建、发布并优化付费广告、落地页和归因分析。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "B2B", "Marketing", "Advertising", "AI" - ] + ], + "businessModel": "营销软件自助与托管双线；软件费、管理费和广告预算待拆" }, { "id": "YC30828", @@ -9967,28 +9983,30 @@ "year": 2025, "team": 26, "location": "San Francisco", - "business": "公司简介：Replace marketing agencies with AI", - "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": "生成广告及配套落地页，并结合CRM/ERP分配跨渠道预算及优化营销。", + "buyer": "中小企业及企业营销团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销运营；客户ROAS提升和预算优化不是公司收入，替代代理宣传不证明所有人员已被软件替代或相应毛利。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-30844" + "YC-E-30844", + "SALES-CAT-YC30844" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：生成广告及配套落地页，并结合CRM/ERP分配跨渠道预算及优化营销。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "SaaS", "B2B", "Analytics", "Advertising", "AI" - ] + ], + "businessModel": "营销自动化平台与代理替代服务；订阅、媒体管理及人工支持待拆" }, { "id": "YC30845", @@ -12414,32 +12432,47 @@ "id": "YC30989", "name": "Bluma", "url": "https://www.ycombinator.com/companies/bluma", - "cat": "C06", + "cat": "C08", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Canva for short-form video ads", - "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": "提供短视频广告生成、UGC样式、模板及节点画布编辑工作流。", + "buyer": "内容创作、代理及品牌营销团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "从营销运营移创意制作，官网和新版发布重编辑与素材产出，未见替客户管理媒体预算。旧28k MRR为模糊时点自述，币种未给，不当当前平台MRR或ARR。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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", + "stage": "有公司自述经营金额，旧发布、现产品及实际合同待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30989" + "YC-E-30989", + "SALES-CAT-YC30989", + "SALES-HOME-05", + "SALES-LAUNCH-BLUMA" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：提供短视频广告生成、UGC样式、模板及节点画布编辑工作流。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "B2B", "Social Media", "Video", "Marketing", "Advertising" - ] + ], + "businessModel": "视频生成/编辑软件；订阅、模型用量与服务费待核", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "YC当前公司及附载发布与官网关联；精确注册、全部签约实体和财务合并范围待核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读产品与相关技术自述，未打开模型/源码、运行或独立复测，不把生成效果或自研模型宣传当独立成绩。", + "evidenceIds": [ + "SALES-CAT-YC30989", + "SALES-LAUNCH-BLUMA" + ] + } }, { "id": "YC30991", @@ -13038,28 +13071,30 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：The AI sales agent for CPG brands", - "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": "整合分销及零售数据，为消费品品牌生成每日销售行动、外联及跟进。", + "buyer": "消费品品牌销售负责人及经营者", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售功能，旧后勤库存应用与现销售切入分开。客户250000机会、2000万品牌销售和7倍替代分析师效果非Corvera收入，620万融资及同行35亿也排除。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-31051" + "YC-E-31051", + "SALES-CAT-YC31051" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：整合分销及零售数据，为消费品品牌生成每日销售行动、外联及跟进。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "SaaS", "Consumer", "B2B", "Data Engineering", "AI" - ] + ], + "businessModel": "行业销售决策与执行软件；平台、数据和实施费用待核" }, { "id": "YC31057", @@ -13662,22 +13697,24 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI Customer Support for Fortune 500-scale enterprises", - "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": "为大型B2C企业自动处理语音/聊天销售、支持及遗留系统工作流。", + "buyer": "企业客户服务及销售团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留客户运营；全收入周期和LG等使用为自述，不把客户销售提升当收入。B2C是客户业务类型，不等消费者个人应用。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-31117" + "YC-E-31117", + "SALES-CAT-YC31117" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为大型B2C企业自动处理语音/聊天销售、支持及遗留系统工作流。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", + "directoryTags": [], + "businessModel": "企业客户运营软件与部署；通话、会话、实施及服务合同待拆" }, { "id": "YC31118", @@ -15133,26 +15170,28 @@ "year": 2025, "team": 2, "location": "Germany", - "business": "公司简介：Marketing suite for the agentic web", - "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": "识别影响品牌AI可见性的内容，并生成和执行面向Agent的营销动作。", + "buyer": "品牌、数字营销及获客团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销；AI流量、品牌客户和顶线增长不作自身收入。工具内容能供Agent使用不等主营通用开发设施，自动效果未独立核。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-31203" + "YC-E-31203", + "SALES-CAT-YC31203" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：识别影响品牌AI可见性的内容，并生成和执行面向Agent的营销动作。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Analytics", "Marketing", "AI" - ] + ], + "businessModel": "AI可见性分析与营销执行软件；订阅、内容及外部服务费待核" }, { "id": "YC31205", @@ -15215,22 +15254,24 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Realtime AI for Sales Calls", - "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": "在销售实时通话中回答产品问题及异议，并更新组织知识库。", + "buyer": "销售及收入团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售工具；Slack入口与记忆为交付方式，不按通用聊天或模型研究分类。录音权利、效果和合同未独立核。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-31207" + "YC-E-31207", + "SALES-CAT-YC31207" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：在销售实时通话中回答产品问题及异议，并更新组织知识库。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", + "directoryTags": [], + "businessModel": "销售辅助软件与知识连接；席位、通话和模型费待拆" }, { "id": "YC31208", @@ -16342,27 +16383,30 @@ "year": 2025, "team": 2, "location": "London, United Kingdom", - "business": "公司简介：AI operating system for advertising", - "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": "为企业广告提供策略、预算、创意审核、投放、优化及跨渠道衡量。", + "buyer": "企业广告与营销团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销运营，旧AI compliance officers与现adOS分开，不仅据旧合规标签归通用GRC。展示100000媒体预算和客户广告支出不等公司收入；合规不是已核法律意见。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-31263" + "YC-E-31263", + "SALES-CAT-YC31263", + "SALES-HOME-04" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为企业广告提供策略、预算、创意审核、投放、优化及跨渠道衡量。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "B2B", "Marketing", "Advertising", "AI" - ] + ], + "businessModel": "广告运营软件，含品牌/合规检查；许可、集成和人工审核待拆" }, { "id": "YC31264", @@ -18735,22 +18779,24 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI that turns your product into on-brand marketing content", - "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": "从软件产品及代码变更生成品牌营销内容，并发布、衡量表现。", + "buyer": "软件企业产品营销及增长团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销闭环而非代码工具；8.3%点击率及未来付费投放为发布自述，不当实际收入或已完成投放能力。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-31455" + "YC-E-31455", + "SALES-CAT-YC31455" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：从软件产品及代码变更生成品牌营销内容，并发布、衡量表现。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", + "directoryTags": [], + "businessModel": "产品发布营销自动化，含创作与分发；软件、渠道与服务费待拆" }, { "id": "YC31458", @@ -20950,27 +20996,30 @@ "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：AI-native sales agents that run marketplaces", - "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": "在在线市场为访问者配置个性化销售Agent，辅助发现、购买及后续互动。", + "buyer": "在线交易市场及商户平台", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售运营；270万以上GMV是客户市场成交额，不是Palisade收入或ARR，不从总额推抽成。用户游标和记忆能力未独立运行核。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-32136" + "YC-E-32136", + "SALES-CAT-YC32136", + "SALES-LAUNCH-PALISADE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：在在线市场为访问者配置个性化销售Agent，辅助发现、购买及后续互动。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Marketplace", "Sales", "E-commerce", "AI" - ] + ], + "businessModel": "市场销售Agent软件与集成；订阅、交易抽成及托管费未核" }, { "id": "YC32138", @@ -21288,27 +21337,29 @@ "year": 2026, "team": 5, "location": "San Francisco", - "business": "公司简介：Fully automated GTM for small business", - "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": "为小企业找线索、起草外联及品牌内容，并提示销售营销机会。", + "buyer": "小企业经营者及获客团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留GTM当前定位；旧通用流程自动化发布单列。点击发送仍由用户执行，不把自动化愿景当完全无人经营或自身收入。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-32171" + "YC-E-32171", + "SALES-CAT-YC32171" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为小企业找线索、起草外联及品牌内容，并提示销售营销机会。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "SaaS", "Sales", "Marketing", "AI" - ] + ], + "businessModel": "营销/销售自动化应用；订阅、数据和服务成本待核" }, { "id": "YC32172", @@ -21847,28 +21898,30 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：The AI Coach for in person sales reps.", - "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": "分析面对面销售录音，将有效做法转为组织知识和个性化辅导。", + "buyer": "线下销售及培训管理团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售赋能；法国前五企业与数千销售使用、转化提升为自述，无收入金额。销售员创造的业绩不是平台收入，未核录音授权或效果。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-32220" + "YC-E-32220", + "SALES-CAT-YC32220" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：分析面对面销售录音，将有效做法转为组织知识和个性化辅导。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "SaaS", "B2B", "Sales", "Sales Enablement", "AI" - ] + ], + "businessModel": "销售会话分析与教练软件；席位、录音时长和服务费待拆" }, { "id": "YC32221", @@ -24611,26 +24664,28 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Grok bot for GTM & Revenue teams", - "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": "构建并部署Agent执行线索、资格、CRM、预测和收入跟进等大批量工作。", + "buyer": "GTM及收入运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留当前收入工作流，旧通用高容量定位与现主营分开。咖啡价格比喻、1000集成和产能不作实际标价、可用性或收入。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-33342" + "YC-E-33342", + "SALES-CAT-YC33342" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：构建并部署Agent执行线索、资格、CRM、预测和收入跟进等大批量工作。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "AIOps", "Workflow Automation", "Sales" - ] + ], + "businessModel": "面向收入工作的Agent自动化平台；用量、模型及实施收费待拆" }, { "id": "YC33344", @@ -27074,29 +27129,47 @@ "name": "Native", "url": "https://www.ycombinator.com/companies/native", "cat": "C06", - "year": 2026, + "year": null, "team": 6, "location": "San Francisco", - "business": "公司简介：Artificial Intuition for marketing", - "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。", - "cohort": "2026年成立", + "business": "以内部Norn预测营销想法，并生成、安排及发布企业社交内容和广告。", + "buyer": "中小企业及营销运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销应用；Norn是内部决策模型，API仍属后续方向，不当基础模型销售。官网三年前经营/转向与YC2026成立冲突；200万ARR口径及起算待核，不入同期。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", + "cohort": "YC自述2026成立；官网旧经营/产品转向与该年冲突，成立口径待核", "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", + "stage": "有公司自述经营金额，旧发布、现产品及实际合同待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36279" + "YC-E-36279", + "SALES-CAT-YC36279", + "SALES-HOME-06", + "SALES-HOME-07", + "SALES-HOME-08", + "SALES-NATIVE-REGISTRY-GAP", + "SALES-LAUNCH-NATIVE" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：以内部Norn预测营销想法，并生成、安排及发布企业社交内容和广告。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Machine Learning", "Social Media", "AI" - ] + ], + "businessModel": "营销SaaS及企业服务，含预测模型；品牌、额度、实施与媒体支出待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "官网及条款Native AS组织号930324787与当前平台对应；官网回顾三年前经营并改变产品，YC自述2026。政府接口未取得，精确法律成立、新产品起算及其他主体未核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读产品与相关技术自述，未打开模型/源码、运行或独立复测，不把生成效果或自研模型宣传当独立成绩。", + "evidenceIds": [ + "SALES-CAT-YC36279", + "SALES-LAUNCH-NATIVE" + ] + } }, { "id": "YC36345", @@ -27792,26 +27865,28 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Cursor for GTM", - "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": "让GTM团队构建并运行账户研究、外联、CRM更新及入站资格Agent。", + "buyer": "增长工程、销售及收入运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留专业销售工作台；harness与Cursor比喻不单独决定通用开发分类。使用闭环、销售归因和客户管线不是公司收入。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-37273" + "YC-E-37273", + "SALES-CAT-YC37273" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：让GTM团队构建并运行账户研究、外联、CRM更新及入站资格Agent。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Sales", "Marketing", "AI" - ] + ], + "businessModel": "GTM专用Agent工作平台；许可、数据、模型及执行收费待拆" }, { "id": "YC37274", @@ -28206,25 +28281,27 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Kiwi is your GTM agent's favorite data engineer.", - "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GTM团队维护数据、上下文、连接和技能，使Agent输出可追溯到SQL及快照。", + "buyer": "销售数据、增长工程及GTM团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留销售数据任务；自我改进与SQL引用不等输出准确性已核。实际买家、数据权利、收费与外包人工比例待补。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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-37863" + "YC-E-37863", + "SALES-CAT-YC37863" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为GTM团队维护数据、上下文、连接和技能，使Agent输出可追溯到SQL及快照。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Collaboration", "AI" - ] + ], + "businessModel": "GTM数据与Agent支持软件/实施；平台、数据仓库和连接费待拆" }, { "id": "YC37896", @@ -28338,25 +28415,28 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI agency that manages paid ads on Meta, Google, LinkedIn, etc.", - "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": "提供广告研究、素材、分析及投放Agent，并可由人工专家托管广告账户。", + "buyer": "品牌、代理及付费营销团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、付费和交付尚未独立核验。", + "notes": "保留营销；官网自助和人工管理双线，与旧纯AI代理发布分开。50每Demo是报价非已收收入，旧HireSweet400万/前公司出售/同行营收不归Adside。 团队仍为原YC快照；成立资料冲突另列，不把团队或融资规模视为审计。", "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", + "price": "官网原文$290/品牌/月，年付折算190/月；人工托管10%广告费且最低3500/月。当前合同、币种及计费底表未核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-37998" + "YC-E-37998", + "SALES-CAT-YC37998", + "SALES-HOME-02" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：提供广告研究、素材、分析及投放Agent，并可由人工专家托管广告账户。 按实际买家与交付分类；营销软件、人工代理、托管运营和创作工具标明模式，不等同质ARR。", "directoryTags": [ "Swarm AI", "Marketing" - ] + ], + "businessModel": "按品牌AI平台加人工托管服务；软件费、管理费与广告预算待拆" }, { "id": "YC38061", @@ -34387,6 +34467,52 @@ "reason": "120以上为采用规模，不与399标价相乘推MRR，不将客户营收提升或前公司ARR当本公司收入", "bound": "≥", "comparisonGroup": null + }, + { + "id": "BLUMA-O-HISTORICAL-MRR", + "company": "YC30989", + "name": "Bluma", + "kind": "旧发布自述28k MRR", + "value": 28000, + "unit": "币种未注明", + "timing": "发布展示2025-11-20，称四周达到28k MRR；确切经营截至日未给", + "evidence": "SALES-LAUNCH-BLUMA", + "scope": "Bluma内容工具业务，产品阶段与全主体范围未核", + "selection": "historical", + "reason": "公司自述，页面可编辑；2026后续beta无付费墙另列，不按访问日变成当前MRR。未给币种和财务日，不纳入平台样本或年化ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "mrr" + }, + { + "id": "NATIVE-O-ARR-CLAIM", + "company": "YC36279", + "name": "Native", + "kind": "六个月达到2M ARR自述", + "value": 2000000, + "unit": "原文$，币种待核", + "timing": "Norn发布展示2026-10-13；六个月起算及准确财务截至日未给", + "evidence": "SALES-LAUNCH-NATIVE", + "scope": "Native平台自述；原有公司/新产品与经营起算待核", + "selection": "crosscheck", + "reason": "YC2026成立与官网三年前经营及产品转向冲突；法律登记接口未读，不定成立年，不把新产品里程碑当新公司全年收入。币种、ARR定义和账单底表未核，不入同期", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "PALISADE-O-GMV", + "company": "YC32136", + "name": "Palisade", + "kind": "公司自述带来客户市场GMV", + "value": 2700000, + "unit": "原文$，币种待核", + "timing": "2026-08-14发布称自批次开始；具体交易期间未给", + "evidence": "SALES-LAUNCH-PALISADE", + "scope": "客户在线市场交易量，非公司收入", + "selection": "excluded", + "reason": "GMV不等平台收入或ARR；未核佣金、退款和确认政策，不由交易额反推收费，不与公司经常性收入混比", + "bound": ">", + "comparisonGroup": null } ], "evidence": [ @@ -54442,6 +54568,391 @@ "kind": "公司官方公开代码材料", "summary": "许可证正文可读，标MIT及2026作者版权。", "limitation": "许可证可访问不证明全部依赖/托管服务许可、法律主体、成立或独立性能；不复制或执行项目。" + }, + { + "id": "SALES-CAT-YC30362", + "companyId": "YC30362", + "title": "Ambral客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/ambral", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "汇总客户互动和活动，识别续约、流失及扩展机会并执行客户管理任务。 保留客户运营；数亿美元归因扩展收入是客户成果，非Ambral收入。旧Wonder估值、创始人旧项目用户和被收购经历不归当前财务。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30476", + "companyId": "YC30476", + "title": "Nomi客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/nomi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "依据销售通话及企业话术，在实时通话中提供表达、提问和异议建议。 保留销售工具；客户从100000到360000及成交率提升是效果自述，非公司收入。同行50月费不当Nomi实收，转录与安全未核。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30642", + "companyId": "YC30642", + "title": "Orange Slice客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/orange-slice", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "通过AI生成的TypeScript列和数据连接，丰富销售线索并运行GTM研究。 保留销售数据工具；可写代码是实现形式，不直接归通用编码。推荐客户500每月是转介支出承诺，不当收入或已实现分成；数据权利和当前报价未核。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30721", + "companyId": "YC30721", + "title": "Knowlify客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/knowlify", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为企业制作广告视频并提供Meta投放管理，成品经人工审查。 保留营销服务；官网明确旧自助讲解视频应用仅向现客户开放，新客户为广告代理。每周25成品、90天退款条件非收入，媒体费用与服务收费分开。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30732", + "companyId": "YC30732", + "title": "Humoniq客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/humoniq", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为航空及交通企业处理电话、邮件和聊天支持，并衔接旅行系统完成请求。 保留客户运营；Flightfox旧业务2200万/2500万年收入不同叙述均非Humoniq收入。替代外包与全天自动化仅自述，不推实际付费或毛利。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30739", + "companyId": "YC30739", + "title": "Quotain客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/quotain", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "以真实交易、CRM与过往通话构建AI买家，供销售人员模拟练习和教练评分。 保留销售赋能；模拟买家不是模型训练数据供应或实际客户成交。免费练习、评分效果和客户规模无收入金额。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30822", + "companyId": "YC30822", + "title": "Lapis客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/lapis", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "创建、发布并优化付费广告、落地页和归因分析。 保留营销运营；旧AI搜索可见性分析发布与现广告引擎分开。1500团队、30企业和20倍提升为自述，不等收入；赞助结果与模型渠道实际接入未独立核。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30844", + "companyId": "YC30844", + "title": "Uplane客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/uplane", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "生成广告及配套落地页，并结合CRM/ERP分配跨渠道预算及优化营销。 保留营销运营；客户ROAS提升和预算优化不是公司收入，替代代理宣传不证明所有人员已被软件替代或相应毛利。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC30989", + "companyId": "YC30989", + "title": "Bluma客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/bluma", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "提供短视频广告生成、UGC样式、模板及节点画布编辑工作流。 从营销运营移创意制作，官网和新版发布重编辑与素材产出，未见替客户管理媒体预算。旧28k MRR为模糊时点自述，币种未给，不当当前平台MRR或ARR。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC31051", + "companyId": "YC31051", + "title": "Corvera客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/corvera", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "整合分销及零售数据，为消费品品牌生成每日销售行动、外联及跟进。 保留销售功能，旧后勤库存应用与现销售切入分开。客户250000机会、2000万品牌销售和7倍替代分析师效果非Corvera收入，620万融资及同行35亿也排除。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC31117", + "companyId": "YC31117", + "title": "Cignara客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/cignara", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为大型B2C企业自动处理语音/聊天销售、支持及遗留系统工作流。 保留客户运营；全收入周期和LG等使用为自述，不把客户销售提升当收入。B2C是客户业务类型，不等消费者个人应用。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC31203", + "companyId": "YC31203", + "title": "Sitefire客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/sitefire", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "识别影响品牌AI可见性的内容，并生成和执行面向Agent的营销动作。 保留营销；AI流量、品牌客户和顶线增长不作自身收入。工具内容能供Agent使用不等主营通用开发设施，自动效果未独立核。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC31207", + "companyId": "YC31207", + "title": "Caretta客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/caretta", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "在销售实时通话中回答产品问题及异议，并更新组织知识库。 保留销售工具；Slack入口与记忆为交付方式，不按通用聊天或模型研究分类。录音权利、效果和合同未独立核。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC31263", + "companyId": "YC31263", + "title": "Veriad客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/veriad", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为企业广告提供策略、预算、创意审核、投放、优化及跨渠道衡量。 保留营销运营，旧AI compliance officers与现adOS分开，不仅据旧合规标签归通用GRC。展示100000媒体预算和客户广告支出不等公司收入；合规不是已核法律意见。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC31455", + "companyId": "YC31455", + "title": "tday.com客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/tdaycom", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "从软件产品及代码变更生成品牌营销内容，并发布、衡量表现。 保留营销闭环而非代码工具；8.3%点击率及未来付费投放为发布自述，不当实际收入或已完成投放能力。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC32136", + "companyId": "YC32136", + "title": "Palisade客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/palisade", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "在在线市场为访问者配置个性化销售Agent，辅助发现、购买及后续互动。 保留销售运营；270万以上GMV是客户市场成交额，不是Palisade收入或ARR，不从总额推抽成。用户游标和记忆能力未独立运行核。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC32171", + "companyId": "YC32171", + "title": "LemonLime客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/lemonlime", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为小企业找线索、起草外联及品牌内容，并提示销售营销机会。 保留GTM当前定位；旧通用流程自动化发布单列。点击发送仍由用户执行，不把自动化愿景当完全无人经营或自身收入。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC32220", + "companyId": "YC32220", + "title": "COACH客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/ai-coach", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "分析面对面销售录音，将有效做法转为组织知识和个性化辅导。 保留销售赋能；法国前五企业与数千销售使用、转化提升为自述，无收入金额。销售员创造的业绩不是平台收入，未核录音授权或效果。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC33342", + "companyId": "YC33342", + "title": "Nex客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/nex", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "构建并部署Agent执行线索、资格、CRM、预测和收入跟进等大批量工作。 保留当前收入工作流，旧通用高容量定位与现主营分开。咖啡价格比喻、1000集成和产能不作实际标价、可用性或收入。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC36279", + "companyId": "YC36279", + "title": "Native客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/native", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "以内部Norn预测营销想法，并生成、安排及发布企业社交内容和广告。 保留营销应用；Norn是内部决策模型，API仍属后续方向，不当基础模型销售。官网三年前经营/转向与YC2026成立冲突；200万ARR口径及起算待核，不入同期。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC37273", + "companyId": "YC37273", + "title": "Frontrunner客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/frontrunner", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "让GTM团队构建并运行账户研究、外联、CRM更新及入站资格Agent。 保留专业销售工作台；harness与Cursor比喻不单独决定通用开发分类。使用闭环、销售归因和客户管线不是公司收入。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC37863", + "companyId": "YC37863", + "title": "Kiwi客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/kiwi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为GTM团队维护数据、上下文、连接和技能，使Agent输出可追溯到SQL及快照。 保留销售数据任务；自我改进与SQL引用不等输出准确性已核。实际买家、数据权利、收费与外包人工比例待补。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-CAT-YC37998", + "companyId": "YC37998", + "title": "Adside.ai客户收入运营交付与口径复核", + "url": "https://www.ycombinator.com/companies/adsideai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "提供广告研究、素材、分析及投放Agent，并可由人工专家托管广告账户。 保留营销；官网自助和人工管理双线，与旧纯AI代理发布分开。50每Demo是报价非已收收入，旧HireSweet400万/前公司出售/同行营收不归Adside。", + "limitation": "只据当前简介及相关发布节选；未运行产品、核客户合同、投放账户或财务。客户收入/机会、广告预算、GMV、融资与前公司业绩不归本公司收入。" + }, + { + "id": "SALES-HOME-01", + "companyId": "YC30721", + "title": "Knowlify代理交付及退款条件", + "url": "https://knowlify.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网明确广告制作与Meta投放由团队交付、成品人工检查；旧自助讲解视频应用仅向已有客户开放，新客户为代理服务。", + "limitation": "媒体支出单列；90天保证以书面协议为准，不等无退款风险或已确认收入，未核人工/模型成本与真实客户。" + }, + { + "id": "SALES-HOME-02", + "companyId": "YC37998", + "title": "Adside自助及人工托管双线", + "url": "https://adside.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网AI Agency按品牌收费，另有人工专家管理服务，后者10%媒体支出且最低3500每月。", + "limitation": "价格不等实际收入；媒体预算不是平台净收费，软件290/月或190/月年付与人工托管不可混为同质SaaS。" + }, + { + "id": "SALES-HOME-03", + "companyId": "YC30822", + "title": "Lapis现广告引擎与旧分析沿革", + "url": "https://www.trylapis.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网当前从素材、落地页到投放和衡量，区分自助与托管，列Basic 99/月等报价。", + "limitation": "报价、1500营销团队和客户结果不是收入，旧AI搜索分析与现投放模式分开，实际渠道能力未核。" + }, + { + "id": "SALES-HOME-04", + "companyId": "YC31263", + "title": "Veriad现adOS及旧合规发布", + "url": "https://www.veriad.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网当前覆盖广告策略、预算、创意审查、活动优化和衡量，保留合规检查作为一环。", + "limitation": "标识及示例100000媒体计划不当付费客户或收入，未独立审合规意见或合作关系。" + }, + { + "id": "SALES-HOME-05", + "companyId": "YC30989", + "title": "Bluma短视频编辑与营销边界", + "url": "https://www.getbluma.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网描述概念到成品短视频、素材、可复用模板和编辑流程，面向品牌、代理及创作者。", + "limitation": "广告是内容用途，未见主要代管媒体预算；未把旧MRR自述当当前平台数据，模型成本及许可未核。" + }, + { + "id": "SALES-HOME-06", + "companyId": "YC36279", + "title": "Native营销产品与运营者", + "url": "https://native.no/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网描述自动生成发布及广告，列Native AS组织号930324787，付费客户2200以上及套餐额度。", + "limitation": "用户、广告效果和报价不推收入；单页Agency套餐399与正文499口径并存，按合同核，不倒推历史ARR或毛利。" + }, + { + "id": "SALES-HOME-07", + "companyId": "YC36279", + "title": "Native旧经营及转向与2026成立冲突", + "url": "https://native.no/about-us", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网回顾三年前学生时期经营小公司，并称曾有1600用户但付费不足5、后改变产品及销售对象；页脚为同一Native AS组织号。", + "limitation": "回顾不是精确法律成立日；旧业务、新产品、2026 YC自述及法律主体关系未充分核。官网7人与原YC6人不直接改作实测团队。" + }, + { + "id": "SALES-HOME-08", + "companyId": "YC36279", + "title": "Native条款运营主体与软件范围", + "url": "https://native.no/terms-and-conditions", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "条款称Native AS，组织号930324787；服务为B2B营销SaaS，第三方模型用于生成，Norn用于聚合信号下的想法排序。", + "limitation": "条款更新2026-08-11不是公司成立日，未独立核法律注册、全部账户或收入确认；模型API未来方向与现产品分开。" + }, + { + "id": "SALES-NATIVE-REGISTRY-GAP", + "companyId": "YC36279", + "title": "Native组织号政府接口读取缺项", + "url": "https://data.brreg.no/enhetsregisteret/api/enheter/930324787", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "政府登记资料访问缺项", + "summary": "按官网组织号访问挪威企业登记公开接口；网页读取失败，普通HTTP请求被对端重置，未取得登记正文。", + "limitation": "没有取得登记成立/注册日期，不猜2022或其他年份；不把访问失败当无登记或停业，只保留官网沿革与YC时间冲突。" + }, + { + "id": "SALES-LAUNCH-BLUMA", + "companyId": "YC30989", + "title": "Bluma原始发布收入或交易边界", + "url": "https://www.ycombinator.com/launches/Osw-bluma-the-ai-short-form-content-engine", + "publishedAt": "2025-11-20", + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "发布称四周从0到28k MRR，未给币种、精确截至日或当前收入。", + "limitation": "旧发布页显示2025-11-20，正文可更新；新2026发布称beta无付费墙，两时点分别保留，不把差异直接推虚报。" + }, + { + "id": "SALES-LAUNCH-NATIVE", + "companyId": "YC36279", + "title": "Native原始发布收入或交易边界", + "url": "https://www.ycombinator.com/launches/Vdd-native-artificial-intuition-for-marketing", + "publishedAt": "2026-10-13", + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "Norn发布自述内部使用产品后六个月达到原文$2M ARR，超过2000企业使用。", + "limitation": "发布展示2026-10-13，准确财务截至日、起算与新旧业务收入合并范围待核；官网沿革和2026成立冲突，不进入两年新公司同期比较。" + }, + { + "id": "SALES-LAUNCH-PALISADE", + "companyId": "YC32136", + "title": "Palisade原始发布收入或交易边界", + "url": "https://www.ycombinator.com/launches/Sjq-palisade-personalized-sales-agents-for-online-marketplaces", + "publishedAt": "2026-08-14", + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "发布称从批次开始带来原文$2.7M以上GMV。", + "limitation": "GMV为客户市场交易量，佣金、退款、确认收入和币种未核，不当Palisade收入或ARR，不反推抽成。" } ], "reviews": [ @@ -57461,6 +57972,100 @@ "CONSUMER-PHONE-LICENSE" ], "handling": "未执行安装、源码或设备控制；网页与raw缓存版本差异保留，不据3,800/4,000星标差异推异常，不以公开许可替代商业收入/安全核验。" + }, + { + "id": "SALES-CAT-R-23", + "type": "客户收入运营规则初分类与服务模式复核", + "company": "原C06规则初分中的23家公司", + "scope": "companies", + "companyIds": [ + "YC30362", + "YC30476", + "YC30642", + "YC30721", + "YC30732", + "YC30739", + "YC30822", + "YC30844", + "YC31051", + "YC31117", + "YC31203", + "YC31207", + "YC31263", + "YC31455", + "YC32136", + "YC32171", + "YC32220", + "YC33342", + "YC37273", + "YC37863", + "YC37998" + ], + "summary": "23项YC当前主营及相关发布节选已读，补8项官网资料及政府接口读取缺项；22项保留C06，Bluma按编辑/生成实际交付移C08。Bluma经营和Native成立冲突另列核查。", + "evidenceIds": [ + "SALES-CAT-YC30362", + "SALES-CAT-YC30476", + "SALES-CAT-YC30642", + "SALES-CAT-YC30721", + "SALES-CAT-YC30732", + "SALES-CAT-YC30739", + "SALES-CAT-YC30822", + "SALES-CAT-YC30844", + "SALES-CAT-YC31051", + "SALES-CAT-YC31117", + "SALES-CAT-YC31203", + "SALES-CAT-YC31207", + "SALES-CAT-YC31263", + "SALES-CAT-YC31455", + "SALES-CAT-YC32136", + "SALES-CAT-YC32171", + "SALES-CAT-YC32220", + "SALES-CAT-YC33342", + "SALES-CAT-YC37273", + "SALES-CAT-YC37863", + "SALES-CAT-YC37998", + "SALES-HOME-01", + "SALES-HOME-02", + "SALES-HOME-03", + "SALES-HOME-04", + "SALES-LAUNCH-PALISADE" + ], + "handling": "自助、代理、人工托管、客户运营、销售训练和数据电子表格分别标收费与成本待拆。Palisade GMV、Ambral归因扩展收入、Nomi客户成交、Corvera机会和融资、广告预算及旧Flightfox/HireSweet收入排除当前收入，原始审计保留。" + }, + { + "id": "BLUMA-R-MRR", + "type": "创意产品及历史MRR阶段复核", + "company": "Bluma", + "scope": "companies", + "companyIds": [ + "YC30989" + ], + "summary": "从目录深化为创意软件个案；旧28k MRR与2026免费beta自述分期记录，没有用最高值、访问日或报价填当前MRR。", + "evidenceIds": [ + "SALES-CAT-YC30989", + "SALES-HOME-05", + "SALES-LAUNCH-BLUMA" + ], + "handling": "币种、精确经营日期、全主体及收入持续性未核，保留历史，不年化为ARR或进入平台样本。" + }, + { + "id": "NATIVE-R-COHORT", + "type": "成立冲突、产品转向及ARR口径复核", + "company": "Native", + "scope": "companies", + "companyIds": [ + "YC36279" + ], + "summary": "原YC Founded 2026发现审计保留；官网回顾三年前经营及从1600用户/不足5付费转向，条款与官网Native AS组织号对应。政府登记接口未取得，当前year=null。", + "evidenceIds": [ + "SALES-CAT-YC36279", + "SALES-HOME-06", + "SALES-HOME-07", + "SALES-HOME-08", + "SALES-NATIVE-REGISTRY-GAP", + "SALES-LAUNCH-NATIVE" + ], + "handling": "不能把2026 YC或Norn发布日期当新公司成立。2M ARR仅待交叉核对的自述，财务截至日、新旧业务与主体边界未核；官网7人与旧YC6人分开，未擅改历史团队，不推虚报。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index efd4f59..7937053 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-44", + "version": "2026-10-31-1", "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。", @@ -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29条深化为个案并保留来源；当前基础项372条主营分类人工复核。此前C02/C04/C10及本轮45项C08/C09规则初分均有主营人工复核，本轮19项保留、26项按实际买家和交付移类；12官网入口6正文/6缺项分开。Pingo历史MRR、Semiotic四周服务收入、TryNearby付费餐厅和标价不混为同期ARR；Phone Harness公开源码可访问不等已运行。继续核其他规则分类、主体、技术、交付及财务，不把初分复核当完整来源覆盖。", + "nextCheck": "原新增目录中31条深化为个案并保留来源；当前基础项393条主营分类人工复核。本轮23项C06规则初分已读，22项保留、Bluma转创意制作，8项官网资料与Native政府接口缺项分开。软件/人工托管/制作代理及广告预算拆分；Native官网旧经营与YC2026成立冲突，当前year=null，原发现审计保留；2M ARR仅交叉核对。继续核C05/C07及其他非人工资料、主体、技术和财务，不把主营复核当完整来源覆盖。", "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 c4fc38d..fa5ce66 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,6 +1,6 @@ { - "sourceVersion": "2026-10-30-consumer-creative-1", - "asOf": "2026-10-30", + "sourceVersion": "2026-10-31-sales-models-1", + "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", "note": "独立Python复算参考值，仅验证样本计算；不是行业估计或财务审计。",