From 0e1e127d4b209b94bbdec177f0b4af9141238c64 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 19:00:57 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E6=A0=B82026=E4=BC=81=E4=B8=9A?= =?UTF-8?q?=E7=BB=84=E7=AC=AC=E4=BA=8C=E6=89=B9=E5=B9=B6=E5=8C=BA=E5=88=86?= =?UTF-8?q?=E6=88=90=E6=9E=9C=E5=90=88=E5=90=8C=E4=B8=8E=E5=B9=B3=E5=8F=B0?= =?UTF-8?q?=E5=87=80=E8=B4=B9?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 14 +- content/research/ai-companies.seed.json | 521 ++++++++++++++++++++- content/research/ai-companies.sources.json | 52 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 567 insertions(+), 26 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 1273c59..71d1693 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, 1163); + assert.equal(research.companies.length, 1164); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3907); + assert.equal(research.evidence.length, 3933); 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 335b9b9..dc5baa9 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -47,8 +47,8 @@ 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, 1163); - assert.equal(initial.evidence.length, 3907); + assert.equal(initial.companies.length, 1164); + assert.equal(initial.evidence.length, 3933); 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"); @@ -89,7 +89,7 @@ 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, 198); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 57); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 59); 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"]); @@ -109,11 +109,11 @@ 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), 1163); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1164); 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), 1084); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1085); 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")); @@ -148,7 +148,7 @@ 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, 147); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 148); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 24); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -430,7 +430,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 80); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 82); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index e3977b4..8aed153 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-tc26-enterprise-1", + "version": "2026-10-31-tc26-enterprise-2", "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": [ @@ -31085,7 +31085,11 @@ "KILO-CODE", "KILO-START", "KILO-ACQ", - "KILO-SIZE" + "KILO-SIZE", + "TC26AG-INDEX", + "TC26ENT2-KILO-HOME", + "TC26ENT2-KILO-PRICE", + "TC26ENT2-KILO-YEAR" ], "revenueStatus": "unknown", "businessModel": "开源获客、团队平台席位与企业合同、可选额度订阅、充值处理费及云算力；模型供应商成本与平台净收入需分开", @@ -36220,6 +36224,47 @@ "TC26ENT1-COLLAR-ABOUT" ] } + }, + { + "id": "TC-EASYMATE", + "name": "EasyMate AI", + "url": "https://easymate.ai/", + "channel": "S02", + "cat": "C06", + "year": 2025, + "team": null, + "location": null, + "business": "将组织内容转成社区问答、个性化指引与成员需求反馈，辅助客户/社群留存。", + "buyer": "创作者、教育者、会员组织及宗教/非营利社群运营团队", + "delivery": "导入视频、网页、文档供问答并回链来源；组织定义回答范围、审阅修正和人工接手。", + "notes": "公司自报2025；当前官网候补/免费导入、公开案例和旧平台发布预告分别保留，聊天数/参与率/客户经营成果不作自身收入。", + "cohort": "2025（公司公开主页自报；精确注册待核）", + "teamBasis": "公司公开页11—50范围，不以关联账户或官网人员名单反推精确人数", + "price": "当前官网未公开金额；条款有预付订阅、超额用量和续订，首500视频免费导入为候补优惠", + "pricingEvidence": "TC26ENT2-EASYMATE-TERMS", + "stage": "当前候补招募、可读案例及订阅条款；实际付费与交付效果未独立核验", + "sourceType": "竞赛发现、公司官网/条款/公开主页", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-EASYMATE-HOME", + "TC26ENT2-EASYMATE-YEAR", + "TC26ENT2-EASYMATE-TERMS", + "TC26ENT2-EASYMATE-ABOUT" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.linkedin.com/company/easymateai", + "businessModel": "组织订阅与用量超额；实施、知识更新、推理成本和实际合同待核。AppOwners向其客户收取的商品/服务/内容订阅与平台净费分开。", + "entityBasis": "条款自述EASYMATEINC（Delaware）经营easymate.ai/easymate.io/easymateai.com；注册号、精确日期及集团沿革未知。", + "classificationBasis": "人工复核：核心是以知识回答/指引促进社群成员与客户留存，归C06，不因使用视频资料而归内容生成。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "厂商问答、来源引用和人工控制说明可读；未执行产品、独立复测回答质量或核验案例效果。", + "evidenceIds": [ + "TC26ENT2-EASYMATE-HOME", + "TC26ENT2-EASYMATE-ABOUT" + ] + } } ], "observations": [ @@ -86316,6 +86361,292 @@ "kind": "官方/公司自述：2026企业组原始资料复核", "summary": "公司主页所链原页普通HTTP403，本轮未取得正文。", "limitation": "访问失败不推定停业；旅行社成立、品牌成立、平台独立合同与AI交付待核，预订总额/机酒代付不当SaaS净ARR。" + }, + { + "id": "TC26ENT2-DOSU-HOME", + "companyId": null, + "title": "Dosu当前Agent知识层", + "url": "https://dosu.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "官网描述从代码与工作工具自动维护知识，通过MCP供Agent访问；厂商声称更少token和更快迭代。", + "limitation": "只读网页，未执行CLI安装/接入私有代码或复测；采用/仓库数及节省token不是自身收入。" + }, + { + "id": "TC26ENT2-DOSU-YEAR", + "companyId": null, + "title": "Dosu创始人回顾原文", + "url": "https://dosu.dev/blog/oss-has-changed-so-has-dosu", + "publishedAt": "2026-08-23", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "DevinStein于2026-08-23回顾明确2023年6月开始Dosu；2026转向Agent知识捕获，原OSS免费层自9月调整为标准限制。", + "limitation": "创始人自述非注册核验；旧项目/产品转向不重置成立，免费采用与付费企业需要分开。" + }, + { + "id": "TC26ENT2-DOSU-PRICE", + "companyId": null, + "title": "Dosu套餐与额度", + "url": "https://dosu.dev/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公开Free200credits/月；年付展示Pro原$16/月等值、$192预付及4000credits，另可加购额度，Enterprise定制。", + "limitation": "年付月等值不等逐月现金流或已实现MRR；额度、用户上限、公开仓库免费采用不能反推付费团队/收入；原$币种待核。" + }, + { + "id": "TC26ENT2-EASYMATE-HOME", + "companyId": "TC-EASYMATE", + "title": "EasyMate社区问答与留存", + "url": "https://easymate.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "组织以视频/网页/文档内容提供问答、来源跳转与社区需求反馈；当前候补页称首500视频免费导入。", + "limitation": "聊天数、参与率及免费导入不是付费用户/收入；案例效果为厂商自述，未独立运行或核验。" + }, + { + "id": "TC26ENT2-EASYMATE-YEAR", + "companyId": "TC-EASYMATE", + "title": "EasyMate公司主页成立字段", + "url": "https://www.linkedin.com/company/easymateai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "官网反链公司主页自报Founded2025、11—50员工范围，网址同域；旧发布预告与现社区定位分开。", + "limitation": "公司自填年非精确注册；11个关联账户不当精确员工数。帖子客户$40K/90天及假设增收不是EasyMate自身营收。" + }, + { + "id": "TC26ENT2-EASYMATE-TERMS", + "companyId": "TC-EASYMATE", + "title": "EasyMate运营主体与订阅条款", + "url": "https://easymate.ai/terms-of-use", + "publishedAt": "2025-04-01", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "条款列Delaware的EASYMATEINC及三个品牌域，订阅预付、自动续订和超额用量后付；AppOwners销售为直接与其客户的交易。", + "limitation": "2025-04-01更新时间不当独立成立证据；条款存在不证明现付费规模，AppOwner货品/服务/内容订阅不能归为平台自有ARR。" + }, + { + "id": "TC26ENT2-EASYMATE-ABOUT", + "companyId": "TC-EASYMATE", + "title": "EasyMate团队与品牌起点说明", + "url": "https://www.easymate.ai/company/about", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "官网列AihuiOng与MichaelHan共同创办及当前团队职能，面向知识组织、社群与非营利组织的关系维护。", + "limitation": "展示名单不是全体员工人数审计；创始人旧公司出售、客户规模与过去雇主收入不继承。" + }, + { + "id": "TC26ENT2-GUDEA-HOME", + "companyId": null, + "title": "GUDEA叙事情报与专家服务", + "url": "https://www.gudea.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "监测叙事形成/扩散、放大者与跨平台活动，提供告警、定制报告及专家解读以支持沟通/风险响应。", + "limitation": "厂商预测/覆盖主张未独立测试；报告和顾问人工、数据许可与软件经常费待拆，未公布收费。" + }, + { + "id": "TC26ENT2-GUDEA-YEAR", + "companyId": null, + "title": "GUDEA官方成立说明", + "url": "https://www.gudea.ai/insights/who-is-gudea", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "官方明确2023创办，KeithPresley/JonathanSperber/JamesThomin团队；2025迁址不当重新成立。", + "limitation": "公司原文部分增长/融资内容引述媒体，未把357%同比增长/39客户还原收入；融资、奖项、专利自述不证明ARR或产品效果。" + }, + { + "id": "TC26ENT2-GUIDE-HOME", + "companyId": null, + "title": "GuideAI当前执行系统", + "url": "https://www.getguide.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "当前将观察、模拟、聊天、浏览器自动化和多渠道联系组成客户注册/申请/激活任务执行流程。", + "limitation": "结果/效率为厂商说明；主页同时有earlyaccess/candidatewaitlist，不证明已按标价成交或保证结果完成。" + }, + { + "id": "TC26ENT2-GUIDE-YEAR", + "companyId": null, + "title": "GuideAI原始公司公开页缺少成立字段", + "url": "https://www.linkedin.com/company/getguide-ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "同域公司主页列LosAngeles、2—10范围，转载PhilHong的共同创办身份；本轮未见Founded字段。", + "limitation": "成员关联数非精确团队；不与GuideAIHealth或其他Guide品牌混同，原始成立日期仍缺。" + }, + { + "id": "TC26ENT2-GUIDE-TERMS", + "companyId": null, + "title": "GuideAI运营主体条款", + "url": "https://www.getguide.ai/terms", + "publishedAt": "2026-05-14", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "条款列GuideAITechnologiesInc.及同域联系，2026-05-14生效。", + "limitation": "条款日不是成立日；第三方登记转载不足替代原始登记，精确主体日期/新旧业务沿革待核。" + }, + { + "id": "TC26ENT2-GUIDE-PRICE", + "companyId": null, + "title": "GuideAI预付结果合同报价", + "url": "https://www.getguide.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "SingleOutcome原$30K起预付；OutcomeProgram原$150K起、年度预付，定义若干结果并持续优化，不按席位/会话收费。", + "limitation": "合同结果目标、预付结构不是已收或已确认ARR；软件、定制集成/人工执行、退款救济/跨期履约须拆，原$币种待核。" + }, + { + "id": "TC26ENT2-GUIDE-ESTIMATE", + "companyId": null, + "title": "GuideAI第三方估算与主体缺项", + "url": "https://getlatka.com/companies/getguide.ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "第三方估算来源复核（不采为收入）", + "summary": "第三方把2025-11年收入估为原$440K，明确不是公司披露，并把TroySultan列为CEO；页面同域getguide.ai。", + "limitation": "当前公司页/条款关联PhilHong与GuideAITechnologiesInc.，身份未对齐；未采估算作自身收入/ARR，不凭域名或估算人数连主体。" + }, + { + "id": "TC26ENT2-INTELLIGIBLE-HOME", + "companyId": null, + "title": "Intelligible当前Summand与Elbi产品", + "url": "https://intelligible.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "Summand在结构化数据上拟合模型/统计供问答，Elbi数据团队工具可通过MCP提供缓存推导结果。", + "limitation": "官网开源入口与厂商基准不等本轮已读源码/独立横测；数据统计金额示例不当公司收入。" + }, + { + "id": "TC26ENT2-INTELLIGIBLE-YEAR", + "companyId": null, + "title": "Intelligible公司主页成立字段", + "url": "https://www.linkedin.com/company/intelligibleai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公司同域主页自报2024、MadisonWI、11—50范围，列BenLengerich。", + "limitation": "公司自填年份非精确注册；同名历史intelligible.aiInc./Abridge资料未与此团队建立主体关联，不沿用旧融资或年份。" + }, + { + "id": "TC26ENT2-INTELLIGIBLE-UNIVERSITY", + "companyId": null, + "title": "UW原始机构介绍Intelligible团队", + "url": "https://cai.wisc.edu/2026/09/08/ben-lengerich-intelligible-startup-makes-ai-show-work/", + "publishedAt": "2026-09-08", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "大学原文介绍BenLengerich的新创业及RichCaruana/JoshuaShunk参与的数据推理组件方向。", + "limitation": "大学原文是团队/研究背景材料，不当公司成立年或独立临床产品效果核验，旧论文研究起点不替公司注册。 原文物流客户原$20M定价机会不是已实现节省或Intelligible收入，医院原$1000/月可负担预算也不是已成交收费。" + }, + { + "id": "TC26ENT2-KILO-HOME", + "companyId": "AI072", + "title": "Kilo竞赛原域与当前业务复核", + "url": "https://kilo.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "原名单域对应既有KiloCode，当前有IDE/CLI/云Agent、模型接入与团队治理。", + "limitation": "开发者数/token吞吐不推付费客户、收入或利润；不执行页面安装命令，不重复新增公司。" + }, + { + "id": "TC26ENT2-KILO-PRICE", + "companyId": "AI072", + "title": "Kilo平台与模型/算力收费复核", + "url": "https://kilo.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "当前Teams原$15/用户/月，KiloPass原$19/月起，充值处理费5%；平台、推理和云算力分别收费。", + "limitation": "额外/奖励credits不当现金收入；零推理加价不等无服务费，供应商成本及总额/净额确认未核，不以用户/吞吐乘报价填ARR。" + }, + { + "id": "TC26ENT2-KILO-YEAR", + "companyId": "AI072", + "title": "收购方Kilo创办原始说明复读", + "url": "https://www.anaconda.com/blog/kilo-code-joins-anaconda-what-builders-should-know", + "publishedAt": "2026-07-15", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "收购方原文明确2025年初创办及ScottBreitenother/EmilieSchario/SidSijbrandij；与已存2026-07-15收购公告相符。", + "limitation": "公司自述非工商查验；收购后并表边界、Kilo自身收入和母公司规模分开，KiloClaw不另计新公司。" + }, + { + "id": "TC26ENT2-LATCH-HOME", + "companyId": null, + "title": "yourlatch原域访问范围", + "url": "https://yourlatch.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "http/www原网址转https://yourlatch.com，普通HTML200仅标题StopLosingClientstoSilence可读。", + "limitation": "HTML200不证明已读完整产品；当前定价、合同及成立日未知，未执行JS或提交客户数据。" + }, + { + "id": "TC26ENT2-LATCH-ACQUISITION", + "companyId": null, + "title": "GeneralMagic原始收购公告", + "url": "https://www.generalmagicai.com/press", + "publishedAt": "2026-10-14", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "GeneralMagic2026-10-14公告完成收购MartellVentures组合的LatchAI，创始人AlishaEsmail，客户漂移/续订/推荐产品，对应yourlatch.com。", + "limitation": "收购完成/产品说明不能推成立；gema预约数和客户效果属收购方，不继承为Latch收入。收购对价、并表和独立合同未披露。" + }, + { + "id": "TC26ENT2-LATCH-FOUNDER-ACCESS", + "companyId": null, + "title": "Latch原始成立补证访问缺项", + "url": "https://www.linkedin.com/in/alisha-esmail/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "尝试收购公告所列创始人公开主页，本轮返回Cachemiss，未取得可读经历/成立字段。", + "limitation": "访问失败不是无公司/零收入；仅有第三方2026年线索和同年发布不足确认精确成立，不能套用latch.ai的2025字段。" + }, + { + "id": "TC26ENT2-LUMAI-HOME", + "companyId": null, + "title": "Lumai光计算推理产品", + "url": "https://lumai.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "官网当前Iris光计算推理系统，主打prefill负载，介绍模型演示及性能/能耗路线图。", + "limitation": "50x路线图、功耗/总拥有成本目标与已交付硬件实测分开；未读白皮书/独立运行，设备/服务器销售不直接当软件ARR。" + }, + { + "id": "TC26ENT2-LUMAI-ENTITY", + "companyId": null, + "title": "Lumai官方隐私主体编号", + "url": "https://lumai.ai/privacy-policy", + "publishedAt": "2026-04-21", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "官方政策列LumaiLimited，Oxford地址及公司编号13772989。", + "limitation": "2026-04-21政策更新不替成立；仅用于与英国登记主体对应，不证明财务或产品性能。" + }, + { + "id": "TC26ENT2-LUMAI-REGISTER", + "companyId": null, + "title": "英国公司登记LumaiLimited", + "url": "https://find-and-update.company-information.service.gov.uk/company/13772989", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方工商登记与公司反链对应", + "summary": "官方登记13772989明确2021-11-30成立，旧名OXONNLTD至2023-02-27，Oxford地址与官网编号相符。", + "limitation": "登记页不保证申报准确或验证收入；不混同2025年JOINLUMAILTD近名公司，已交账目状态不代表本轮读取审计或收入。" } ], "reviews": [ @@ -93295,6 +93626,49 @@ "TC26ENT1-COTRIPLY-AGENCY" ], "handling": "保留2025入口、2026原始名单与空锚，不用参赛年/条款日期推成立；公司主页自报与机构字段分列。当前交付仅描述等级，未执行产品或确认独立效果，未完成全部来源。" + }, + { + "id": "TC26ENT2-R-FINANCE", + "type": "企业合同、额度与客户成果隔离", + "company": "2026企业组第9—16项", + "scope": "dataset", + "summary": "Dosu年付月等值/用量、EasyMateAppOwner收款与客户增收、GuideAI预付结果合同/第三方身份未对齐估算、Kilo充值额度/模型本金/处理费/算力、Lumai硬件与软件分别留缺。 Intelligible客户定价机会与医院预算不作自身ARR。", + "evidenceIds": [ + "TC26ENT2-DOSU-PRICE", + "TC26ENT2-EASYMATE-TERMS", + "TC26ENT2-EASYMATE-YEAR", + "TC26ENT2-GUIDE-PRICE", + "TC26ENT2-GUIDE-ESTIMATE", + "TC26ENT2-KILO-PRICE", + "TC26ENT2-LATCH-ACQUISITION", + "TC26ENT2-LUMAI-HOME", + "TC26ENT2-INTELLIGIBLE-UNIVERSITY" + ], + "handling": "不新增收入观测或ARR，EasyMate未知收入；合同报价/额度/采用/预约量/旧雇主与收购方规模不当实现经常收入。后续核净费、履约、退款、续订、人工成本及收入归属，不能由缺项或离散性推定造假。" + }, + { + "id": "TC26ENT2-R-ROSTER", + "type": "2026企业组第二批与近名主体核对", + "company": "2026总入口具名201URL", + "scope": "dataset", + "summary": "原网址8项逐项尝试，1新主公司、1既有关联、4范围前年份、2原始成立待核。Lumai官网编号对应英国登记；Latch当前域仅标题，与latch.ai近名产品分开。现29有候选记录、余172具名及3空锚。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-DOSU-YEAR", + "TC26ENT2-EASYMATE-YEAR", + "TC26ENT2-GUDEA-YEAR", + "TC26ENT2-GUIDE-YEAR", + "TC26ENT2-GUIDE-TERMS", + "TC26ENT2-INTELLIGIBLE-YEAR", + "TC26ENT2-INTELLIGIBLE-UNIVERSITY", + "TC26ENT2-KILO-YEAR", + "TC26ENT2-LATCH-HOME", + "TC26ENT2-LATCH-ACQUISITION", + "TC26ENT2-LATCH-FOUNDER-ACCESS", + "TC26ENT2-LUMAI-ENTITY", + "TC26ENT2-LUMAI-REGISTER" + ], + "handling": "保留原名单、2025对应与旧证据；品牌/发布/条款/收购日期不代成立。网站外壳与可读机构资料分列，候选有记录不等主体/AI/财务全确认，未完成两年档案。" } ], "coverage": { @@ -102408,6 +102782,149 @@ ] } ] + }, + { + "id": "TC-2026-battlefield-enterprise-2", + "sourceId": "S02", + "url": "https://techcrunch.com/2026/08/20/the-2026-startup-battlefield-200-is-here-see-who-made-the-cut/", + "accessedAt": "2026-10-31", + "scope": "2026企业组第9—16项逐项原始访问：EasyMate公司自报2025新增，Kilo关联既有AI072，Dosu/GUDEA/Intelligible/Lumai4旧成立范围外，GuideAI/Latch原始成立待核。无收入新增；2026具名29登记、172及3空锚待核，企业组余10。", + "complete": false, + "records": [ + { + "id": "TC26-ENT-DOSU", + "name": "Dosu", + "url": "https://dosu.dev/", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "创始人明确2023年6月起步，暂范围外；当前Agent共享知识设施不重置公司年。免费公共仓库与企业收入分开；年付月等值/加购额度是报价，不反推ARR。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-DOSU-HOME", + "TC26ENT2-DOSU-YEAR", + "TC26ENT2-DOSU-PRICE" + ] + }, + { + "id": "TC26-ENT-EASYMATE", + "name": "EasyMate AI", + "url": "https://easymate.ai/", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "官网反链公司页自报2025关联，AI社区问答/关系留存归C06。EASYMATEINC为条款主体；预付订阅与超量、AppOwner收款、聊天量/客户增长分开，价格和自身收入未知。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-EASYMATE-HOME", + "TC26ENT2-EASYMATE-YEAR", + "TC26ENT2-EASYMATE-TERMS", + "TC26ENT2-EASYMATE-ABOUT" + ], + "companyId": "TC-EASYMATE" + }, + { + "id": "TC26-ENT-GUDEA", + "name": "GUDEA", + "url": "http://GUDEA.ai", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "原网址跳转www.gudea.ai；公司官方说明2023创办，2025迁址/2026竞赛不改成立。叙事情报、PR沟通、定制报告与专家服务分开；融资/增长率无可核收入分母，不补ARR。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-GUDEA-HOME", + "TC26ENT2-GUDEA-YEAR" + ] + }, + { + "id": "TC26-ENT-GUIDE", + "name": "GuideAI", + "url": "http://www.getguide.ai", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "公司页无Founded；条款主体GuideAITechnologiesInc.、2026生效不替成立。结果合同从原$30K/$150K预付是报价，非ARR；Latka估算CEO与当前创始人线索不一致，未纳入，待主体/年份原始补证。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-GUIDE-HOME", + "TC26ENT2-GUIDE-YEAR", + "TC26ENT2-GUIDE-TERMS", + "TC26ENT2-GUIDE-PRICE", + "TC26ENT2-GUIDE-ESTIMATE" + ] + }, + { + "id": "TC26-ENT-INTELLIGIBLE", + "name": "Intelligible", + "url": "https://intelligible.ai", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "同域公司公开页自报2024，暂范围外；当前结构化推理组件/MCP及Summand/Elbi不当两个新公司。BenLengerich大学团队证据与历史Abridge同名主体分开，厂商基准不当独立测试。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-INTELLIGIBLE-HOME", + "TC26ENT2-INTELLIGIBLE-YEAR", + "TC26ENT2-INTELLIGIBLE-UNIVERSITY" + ] + }, + { + "id": "TC26-ENT-KILO", + "name": "Kilo", + "url": "https://kilo.ai", + "categoryId": "C04", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "2025官方创办说明和竞赛原域对应AI072，复用既有公司；2026-07被Anaconda收购，不重复新增。平台席位、模型充值、奖励额度及算力须拆，吞吐/母公司规模不作收入，原技术等级不变。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-KILO-HOME", + "TC26ENT2-KILO-PRICE", + "TC26ENT2-KILO-YEAR", + "KILO-ACQ" + ], + "companyId": "AI072" + }, + { + "id": "TC26-ENT-LATCH", + "name": "Latch AI", + "url": "http://www.yourlatch.com", + "categoryId": "C06", + "kind": "company", + "profileStatus": "unavailable", + "status": "pending-year", + "note": "现原域仅标题；收购方原公告确认AlishaEsmail的留存产品并于2026-10收购，原始成立年仍缺，暂待核。不是Seattle的latch.ai/SuperLabs工作上下文工具，不继承其2025年、团队或收入；gema预约量也不归Latch。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-LATCH-HOME", + "TC26ENT2-LATCH-ACQUISITION", + "TC26ENT2-LATCH-FOUNDER-ACCESS" + ] + }, + { + "id": "TC26-ENT-LUMAI", + "name": "Lumai", + "url": "https://lumai.ai", + "categoryId": "C02", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "官网公司编号与英国官方登记对应，2021成立/OXONN旧名，范围外；不能混入2025近名JOINLUMAILTD。光计算硬件与推理软件/服务净费分开，性能路线图、融资/设备价值非收入。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT2-LUMAI-HOME", + "TC26ENT2-LUMAI-ENTITY", + "TC26ENT2-LUMAI-REGISTER" + ] + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index d8a3fe5..031d7fd 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-tc26-enterprise-1", + "version": "2026-10-31-tc26-enterprise-2", "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。", @@ -28,8 +28,8 @@ "techcrunch.com" ], "initialAccess": "AI栏目可读取", - "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。 首次登记2025政府/法律名单正文11项（标题称10）时：7项范围外或既有业务、4项成立/主体待核；当时未新增主公司或ARR，非全部200或两年档案。 另将2025金融/地产名单14项全部登记：11项范围外/既有业务，3项年份/主体/AI待核；不新增公司或收入，不等其余竞赛类别。 另将2025生物技术名单9项全部登记：8项范围外或既有业务，1项产品与主体对应待核；不新增公司或收入，非全部竞赛类别。 后续补证：政府/法律名单Aparti关联2025主公司，Pytho按既有业务排除；该11项现1关联、8范围外、2待核，原始访问记录保留。 另将2025安全类别名单9项全部登记并逐项追原始/公司公开资料，9项均有2020—2024成立或旧业务线索，暂归范围外。官网外壳、产品转向及同名不同站点单列，不新增公司或收入；非完整200或两年档案。 另将2025消费/教育类别26项逐项登记并尝试官网，21项按原始/公司公开年份或旧业务资料暂归范围外，5项成立/主体待核；不新增主公司或收入。硬件、真人交易、礼券、培训/软件混合及AI核心缺项保留，不等全部200或两年档案。 另完整登记2025农业/食品单篇14项：Clave公司自报2025关联新主公司，13项按旧成立/业务暂归范围外；官网外壳/失败与替代原始资料分列，AquaWise2023/2024差异保留，不等全部200或两年档案。 另登记2025航天/防务单篇7项：6项旧主体范围外、Endox1项成立待原始补证；HANCE后继Rapidly衍生单列1项新法人2026关联，不冒充额外参赛者。官方登记检索正文可读但直达/API缺项保留，仍非全部200/两年档案。 另完整登记清洁能源单篇22项：20项按旧主体/企业项目暂归范围外，Gemini/ShellVive2项成立/AI主营待核，无新增主公司或收入。原总入口普通HTML结构实计201唯一公司URL；累计补娱乐6、物流制造16、总入口补充2及健康33项后，现201项均有候选登记：193完整规范URL一致、7项经原始跳转/反链确认网页对应、1项SaveFirst/Perfingo原网址与当前运营者沿革待核，无未登记URL，非全部名单完成。 前一娱乐/制造批24项中22旧主体/业务暂归范围外，CosmicBrain自报2025关联，Oriane注册/经营年份待核；2026发表文章仍指2025竞赛，制造单篇遗漏总入口HamiltonPerkins/Prospectral分别补查。 健康第7—12项中5旧成立/项目范围外，Eos复用YC31058；商标索引/旧概念/Lab品牌与精确法人分别留缺。 健康第13—18项中5旧成立/项目范围外，Lexi项目/公司化日期待核，收购方规模与旧临床项目不并入新公司收入/性能。 健康第19—25项7旧成立/项目暂归范围外，旧域迁移、软硬会员/研究服务与精确法人缺项逐项保留。 健康最后8中7范围前、Sybil原始成立待核；健康33与总入口候选登记完成不等主体/年份/AI主营或财务全确认，2026与两年档案仍未完整。 本轮核8项网页对应，7项有原始证据，SaveFirst政策列TeakSoftwareStudioLLC不可沿用Perfingo年份/收入；网页对应不等法律/技术/财务已确认。 本轮新读2026-08-20总入口，201具名唯一URL及3空锚分别存rosterAudit2026；具名农业食品7已逐项原始访问（4旧范围外、1待年、2待AI），余194待核，不将参赛年等成立年。 汽车交通6逐项访问后，2026具名201中13有候选记录、188待核，3空锚另列；3旧范围外、Laplace/Neumo2待年、MotionSync2025资料明确但AI主营待核。普通HTML可读差异及LLC/Inc.沿革保留。 企业组首8逐项访问：4新公司关联、2旧成立范围外、2成立/新旧主体待核；现2026具名21有记录、180及3空锚待核。GMV/客户承诺/伙伴市值/演示财务不入ARR。", - "nextCheck": "2025总入口193原样URL、7原始证据对应、1SaveFirst沿革待核。2026具名201中21有候选记录、余180（企业组余18）及3空锚继续核AI/年份/主体/合同净费；未完成两年档案。重点补Bounty承诺履行/净抽成、Cotriply旅行社沿革及Arusto成立证据。", + "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。 首次登记2025政府/法律名单正文11项（标题称10）时：7项范围外或既有业务、4项成立/主体待核；当时未新增主公司或ARR，非全部200或两年档案。 另将2025金融/地产名单14项全部登记：11项范围外/既有业务，3项年份/主体/AI待核；不新增公司或收入，不等其余竞赛类别。 另将2025生物技术名单9项全部登记：8项范围外或既有业务，1项产品与主体对应待核；不新增公司或收入，非全部竞赛类别。 后续补证：政府/法律名单Aparti关联2025主公司，Pytho按既有业务排除；该11项现1关联、8范围外、2待核，原始访问记录保留。 另将2025安全类别名单9项全部登记并逐项追原始/公司公开资料，9项均有2020—2024成立或旧业务线索，暂归范围外。官网外壳、产品转向及同名不同站点单列，不新增公司或收入；非完整200或两年档案。 另将2025消费/教育类别26项逐项登记并尝试官网，21项按原始/公司公开年份或旧业务资料暂归范围外，5项成立/主体待核；不新增主公司或收入。硬件、真人交易、礼券、培训/软件混合及AI核心缺项保留，不等全部200或两年档案。 另完整登记2025农业/食品单篇14项：Clave公司自报2025关联新主公司，13项按旧成立/业务暂归范围外；官网外壳/失败与替代原始资料分列，AquaWise2023/2024差异保留，不等全部200或两年档案。 另登记2025航天/防务单篇7项：6项旧主体范围外、Endox1项成立待原始补证；HANCE后继Rapidly衍生单列1项新法人2026关联，不冒充额外参赛者。官方登记检索正文可读但直达/API缺项保留，仍非全部200/两年档案。 另完整登记清洁能源单篇22项：20项按旧主体/企业项目暂归范围外，Gemini/ShellVive2项成立/AI主营待核，无新增主公司或收入。原总入口普通HTML结构实计201唯一公司URL；累计补娱乐6、物流制造16、总入口补充2及健康33项后，现201项均有候选登记：193完整规范URL一致、7项经原始跳转/反链确认网页对应、1项SaveFirst/Perfingo原网址与当前运营者沿革待核，无未登记URL，非全部名单完成。 前一娱乐/制造批24项中22旧主体/业务暂归范围外，CosmicBrain自报2025关联，Oriane注册/经营年份待核；2026发表文章仍指2025竞赛，制造单篇遗漏总入口HamiltonPerkins/Prospectral分别补查。 健康第7—12项中5旧成立/项目范围外，Eos复用YC31058；商标索引/旧概念/Lab品牌与精确法人分别留缺。 健康第13—18项中5旧成立/项目范围外，Lexi项目/公司化日期待核，收购方规模与旧临床项目不并入新公司收入/性能。 健康第19—25项7旧成立/项目暂归范围外，旧域迁移、软硬会员/研究服务与精确法人缺项逐项保留。 健康最后8中7范围前、Sybil原始成立待核；健康33与总入口候选登记完成不等主体/年份/AI主营或财务全确认，2026与两年档案仍未完整。 本轮核8项网页对应，7项有原始证据，SaveFirst政策列TeakSoftwareStudioLLC不可沿用Perfingo年份/收入；网页对应不等法律/技术/财务已确认。 本轮新读2026-08-20总入口，201具名唯一URL及3空锚分别存rosterAudit2026；具名农业食品7已逐项原始访问（4旧范围外、1待年、2待AI），余194待核，不将参赛年等成立年。 汽车交通6逐项访问后，2026具名201中13有候选记录、188待核，3空锚另列；3旧范围外、Laplace/Neumo2待年、MotionSync2025资料明确但AI主营待核。普通HTML可读差异及LLC/Inc.沿革保留。 企业组首8逐项访问：4新公司关联、2旧成立范围外、2成立/新旧主体待核；现2026具名21有记录、180及3空锚待核。GMV/客户承诺/伙伴市值/演示财务不入ARR。 企业组第9—16项原始访问后，EasyMate2025新增、Kilo复用AI072、4旧成立范围外、GuideAI/Latch2待原始成立；现2026具名29登记、172及3空锚待核，企业组余10。预付结果/额度与客户或收购方收入分别处理。", + "nextCheck": "2025原入口仍1SaveFirst沿革待核；2026具名201现29候选登记，余172（企业组余10）及3空锚继续逐项核年份/AI/主体/合同与净费，不等两年档案全核。GuideAI原始注册和Latka身份、Latch成立与收购边界、EasyMate当前付费和AppOwner收入仍缺。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30", "rosterAudit": { @@ -2015,6 +2015,38 @@ { "rosterUrl": "https://cotriply.ai", "candidateId": "TC26-ENT-COTRIPLY" + }, + { + "rosterUrl": "https://dosu.dev/", + "candidateId": "TC26-ENT-DOSU" + }, + { + "rosterUrl": "https://easymate.ai/", + "candidateId": "TC26-ENT-EASYMATE" + }, + { + "rosterUrl": "http://GUDEA.ai", + "candidateId": "TC26-ENT-GUDEA" + }, + { + "rosterUrl": "http://www.getguide.ai", + "candidateId": "TC26-ENT-GUIDE" + }, + { + "rosterUrl": "https://intelligible.ai", + "candidateId": "TC26-ENT-INTELLIGIBLE" + }, + { + "rosterUrl": "https://kilo.ai", + "candidateId": "TC26-ENT-KILO" + }, + { + "rosterUrl": "http://www.yourlatch.com", + "candidateId": "TC26-ENT-LATCH" + }, + { + "rosterUrl": "https://lumai.ai", + "candidateId": "TC26-ENT-LUMAI" } ], "unregisteredUrls": [ @@ -2082,14 +2114,6 @@ "https://lnkenergies.com/", "https://noblecarbon.io", "https://www.PetraPower.com", - "https://dosu.dev/", - "https://easymate.ai/", - "http://GUDEA.ai", - "http://www.getguide.ai", - "https://intelligible.ai", - "https://kilo.ai", - "http://www.yourlatch.com", - "https://lumai.ai", "https://www.marketrix.ai", "https://www.usemesh.com", "http://mirrorparticle.com", @@ -2206,7 +2230,7 @@ "E-commerce and retail": 4, "Edtech": 8, "Energy and clean tech": 11, - "Enterprise tech": 18, + "Enterprise tech": 10, "Entertainment and media": 4, "Fintech": 10, "Government, legal, and regulatory": 7, @@ -2224,7 +2248,7 @@ { "rosterUrl": "https://kilo.ai", "companyId": "AI072", - "limitation": "仅原域对应，仍在180待核列表，本轮未深核此参赛条目" + "limitation": "已复读收购方创办说明、现官网/定价并与TC26-ENT-KILO关联既有AI072；不重复新增，精确法人/并表和收入仍缺。" } ], "limitation": "具名201不是已确认201AI或2026成立企业；3空锚未猜名称/主体。原始HTML与网页工具缓存个别条目呈现有差异，记录抽取访问时点，不将标题强改计数或宣称完整档案。" @@ -2487,7 +2511,7 @@ "getlatka.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。", + "boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。", "nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。", "limitation": "来源可读不等于声明已独立验证。" } diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 612e01b..1a1537f 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-tc26-enterprise-1", + "sourceVersion": "2026-10-31-tc26-enterprise-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",