From 0e5ccafa3027013ffb0dcfa553ee541a4797bbd2 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 17:21:06 +0800 Subject: [PATCH] Classify remaining directory profiles using official business evidence --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 182 +++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 160 insertions(+), 34 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 9c7e393..bc562dc 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -183,7 +183,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1021); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1215); + assert.equal(research.evidence.length, 1221); assert.equal(research.observations.length, 189); 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 fdb55bc..1f2c177 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,7 +24,7 @@ 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, 1021); - assert.equal(initial.evidence.length, 1215); + assert.equal(initial.evidence.length, 1221); assert.equal(initial.observations.length, 189); 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"); @@ -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, 54); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 57); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 8); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 16); const review = snapshot.reviews.find((r) => r.id === "R4")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 13d767f..ce57355 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-ph-history-1", + "version": "2026-10-30-category-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -7505,28 +7505,35 @@ "id": "YC30686", "name": "OneStop", "url": "https://www.ycombinator.com/companies/onestop", - "cat": "C00", + "cat": "C09", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：The local internet for NYC.", - "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": "本地活动与社交计划平台；AI辅助搜索、信息流排序和发帖。", + "buyer": "纽约本地成年用户；收费买方未披露", + "delivery": "官网有候补登记及即将上架提示，条款描述发帖、回复和聊天；实际可用范围未独立测试。", + "notes": "AI具体用途由当前条款补证；公司及团队年份仍以YC自述为准。免费不等公司收入为零，活动卡片不当真实采用。", "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", + "price": "官方条款称当前免费、无订阅及内购，不处理用户间支付；未来变现未知", + "stage": "官网及条款可读，公开可用性和付费使用待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30686" + "YC-E-30686", + "CLASS-ONESTOP-HOME", + "CLASS-ONESTOP-MISSION", + "CLASS-ONESTOP-TERMS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "2026-10-30复核后保留待分类：目前只说明纽约本地分类信息网络，未说明AI具体作用或主要客户。", + "classificationBasis": "2026-10-30人工复核：按个人附近活动发现、发帖与聊天归C09，AI辅助搜索/排序/写作据官方条款；不按创始人履历归企业AI转型。", "directoryTags": [ "AI" - ] + ], + "extraUrl": "https://onestop.so/", + "pricingEvidence": "CLASS-ONESTOP-TERMS", + "businessModel": "消费者本地社交服务；当前免费，未来收费及广告等变现未披露", + "entityBasis": "YC关联域名跳转现行官网，Mission创始人可关联；条款列Preempt Technologies, Inc.，精确注册及法律沿革未另核" }, { "id": "YC30687", @@ -7974,28 +7981,31 @@ "id": "YC30707", "name": "Phases", "url": "https://www.ycombinator.com/companies/phases", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：AI for the physical world", - "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": "面向前沿机器人实验室的解决方案；产品细分及部署方式未公开。", + "buyer": "机器人实验室与研发团队（官网目标用户），实际合同买方待核", + "delivery": "公开官网只有方向和演示预约；未独立确认机器人硬件、模型、数据产品或部署。", + "notes": "官网可补机器人领域和目标用户，尚不足以确定产品细分、技术水平或采用；创始人既往机器人研究经历不作为公司能力证明。", "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-30707" + "YC-E-30707", + "CLASS-PHASES-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "2026-10-30复核后保留待分类：公开简介只有面向物理世界的AI，无法确定具体产品与买家。", + "classificationBasis": "2026-10-30人工复核：官网明确frontier robotics labs，按机器人应用领域粗分C10；不据笼统物理世界AI强行认定基础模型、训练平台或硬件产品。", "directoryTags": [ "AI" - ] + ], + "extraUrl": "https://phases.ai/", + "businessModel": "机器人研发解决方案；计价与软件/数据/服务拆分未公开" }, { "id": "YC30709", @@ -12208,31 +12218,36 @@ "id": "YC30995", "name": "Velvet", "url": "https://www.ycombinator.com/companies/velvet", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Expressive conversational 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": "为交互及视听对话模型提供数据集、内容交付与模型合作。", + "buyer": "AI实验室及训练或部署交互模型的消费者公司（官网目标客户）", + "delivery": "公开样本提交与合作入口，条款说明内容任务及许可；实际数据交付和模型性能未独立核验。", + "notes": "官网补足训练数据方向；未将交互模型宣传等同自研基础模型发布。页面模板中的收益$0.00不作为公司收入，创作者任务报酬与公司收入分开。", "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", + "price": "数据、内容任务及合作合同询价；公开条款未列客户统一价格", "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-30995" + "YC-E-30995", + "CLASS-VELVET-HOME", + "CLASS-VELVET-TERMS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "2026-10-30复核后保留待分类：公开简介只有富有表现力的对话AI，无法区分基础模型、开发设施或消费者产品。", + "classificationBasis": "2026-10-30人工复核：按面向模型团队的数据集与训练合作归C02；对话表现是任务方向，不能仅据模型一词归为自研基础模型或消费者聊天应用。", "directoryTags": [ "Generative AI", "Data Engineering", "AI", "Conversational AI" - ] + ], + "extraUrl": "https://velvetlab.ai/", + "businessModel": "训练数据/内容许可与定制交付、模型合作；收入确认、净额/总额及经常性待核", + "entityBasis": "YC指向velvetlab.ai；官网页脚和其链接条款均列Velvet Media, Inc.，条款含velvet.video；不与其他同名Velvet业务合并" }, { "id": "YC30996", @@ -45287,6 +45302,72 @@ "kind": "公司官方材料", "summary": "条款列14天试用、订阅及按月事件额度，事件包括浏览、支付和自定义目标；年付也按月计量额度。", "limitation": "政策生效日不当成立年；被跟踪网站的支付/收入事件是客户数据，不是DataFast自身收入；创作者历史总业绩不转为该产品ARR。" + }, + { + "id": "CLASS-ONESTOP-HOME", + "companyId": "YC30686", + "title": "OneStop当前本地活动产品", + "url": "https://onestop.so/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "由YC关联askonestop.com进入后跳转onestop.so；官网介绍发布附近活动计划、回复及选择聊天对象，并显示App Store即将开放及候补登记。", + "limitation": "页面示例不当真实活动、用户或付费客户；候补登记不证明产品已经普遍可用。" + }, + { + "id": "CLASS-ONESTOP-MISSION", + "companyId": "YC30686", + "title": "OneStop创始人与产品关联", + "url": "https://onestop.so/mission", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "Mission页列Max和Peyton为联合创始人，介绍按附近地点与时间发布和参加活动；与YC创始人姓名及本地分类定位关联。", + "limitation": "页面Sept.2026是使命信月份，不当公司成立或产品公开上线日期；未提交候补或联系表单。" + }, + { + "id": "CLASS-ONESTOP-TERMS", + "companyId": "YC30686", + "title": "OneStop AI用途、主体与免费条款", + "url": "https://onestop.so/terms-of-service", + "publishedAt": "2026-10-08", + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "2026-10-08更新条款列运营者Preempt Technologies, Inc.；称使用OpenAI和Anthropic辅助计划搜索、信息流排序和发帖，当前免费且无订阅或内购，也不处理用户间支付。", + "limitation": "服务用途和供应商为公司自述，未独立测试；当前免费不说明公司全部或历史收入为零，政策日期非注册日期。" + }, + { + "id": "CLASS-PHASES-HOME", + "companyId": "YC30707", + "title": "Phases官方目标客户说明", + "url": "https://phases.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "YC关联官网称面向前沿机器人实验室提供解决方案，公开页面提供预约演示入口。", + "limitation": "仅能确认机器人方向与目标用户；具体产品、技术架构、交付和收费未披露，不凭创始人履历或一句口号确定能力、客户与收入。" + }, + { + "id": "CLASS-VELVET-HOME", + "companyId": "YC30995", + "title": "Velvet官方数据及模型合作说明", + "url": "https://velvetlab.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "YC关联官网介绍为AI实验室及消费者公司创建交互模型相关的数据集和模型；页脚列Velvet Media, Inc.，提供样本提交与合作入口。", + "limitation": "官网自述不等独立模型评测。公开页面抓取包含Your Earnings下Pending/Paid $0.00模板文字，未取得账户归属或业务时点，不能作为公司或账户真实收入、零收入观测；未提交任何表单。" + }, + { + "id": "CLASS-VELVET-TERMS", + "companyId": "YC30995", + "title": "Velvet内容交付、许可及创作者报酬条款", + "url": "https://velvetlab.ai/terms.html", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "条款列Velvet Media, Inc.及velvet.video，描述创作者交付视频等内容任务、平台可出售或许可提交内容并支付报酬，支付服务包含Stripe与Wise。", + "limitation": "原文更新日期2/11/2026格式歧义，未转为精确发布日期；任务报酬和支付通道不等公司收入或ARR，内容许可与模型合作的合同边界仍待核。" } ], "reviews": [ @@ -46418,6 +46499,51 @@ ], "handling": "不凭发布榜单或版本更新新增两年成立公司；保留产品历史与法律成立精度差异，不新增收入或技术排名观测。", "scope": "excluded-candidate" + }, + { + "id": "YC30686-R-CLASS", + "type": "主营分类与证据精度", + "company": "OneStop", + "summary": "2026-10-30人工复核：按个人附近活动发现、发帖与聊天归C09，AI辅助搜索/排序/写作据官方条款；不按创始人履历归企业AI转型。", + "evidenceIds": [ + "CLASS-ONESTOP-HOME", + "CLASS-ONESTOP-MISSION", + "CLASS-ONESTOP-TERMS" + ], + "handling": "AI具体用途由当前条款补证；公司及团队年份仍以YC自述为准。免费不等公司收入为零，活动卡片不当真实采用。 继续保留目录基础资料深度及未知收入；未将官网展示、默认金额、履历或供应商标识新增为收入/独立技术观测。", + "scope": "companies", + "companyIds": [ + "YC30686" + ] + }, + { + "id": "YC30707-R-CLASS", + "type": "主营分类与证据精度", + "company": "Phases", + "summary": "2026-10-30人工复核：官网明确frontier robotics labs，按机器人应用领域粗分C10；不据笼统物理世界AI强行认定基础模型、训练平台或硬件产品。", + "evidenceIds": [ + "CLASS-PHASES-HOME" + ], + "handling": "官网可补机器人领域和目标用户，尚不足以确定产品细分、技术水平或采用；创始人既往机器人研究经历不作为公司能力证明。 继续保留目录基础资料深度及未知收入；未将官网展示、默认金额、履历或供应商标识新增为收入/独立技术观测。", + "scope": "companies", + "companyIds": [ + "YC30707" + ] + }, + { + "id": "YC30995-R-CLASS", + "type": "主营分类与证据精度", + "company": "Velvet", + "summary": "2026-10-30人工复核：按面向模型团队的数据集与训练合作归C02；对话表现是任务方向，不能仅据模型一词归为自研基础模型或消费者聊天应用。", + "evidenceIds": [ + "CLASS-VELVET-HOME", + "CLASS-VELVET-TERMS" + ], + "handling": "官网补足训练数据方向；未将交互模型宣传等同自研基础模型发布。页面模板中的收益$0.00不作为公司收入，创作者任务报酬与公司收入分开。 继续保留目录基础资料深度及未知收入；未将官网展示、默认金额、履历或供应商标识新增为收入/独立技术观测。", + "scope": "companies", + "companyIds": [ + "YC30995" + ] } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 684d45a..1d40971 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-11", + "version": "2026-10-30-12", "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": "继续复核规则初分和缺项；候选明细见逐条台账。", + "nextCheck": "当前快照三条原待分类经官网方向补证归类；继续复核规则初分、具体产品与财务缺项，不把领域粗分类当独立能力或收入验证。", "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 1190cc6..0878711 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-ph-history-1", + "sourceVersion": "2026-10-30-category-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",