diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index c783e70..69bbed2 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1026); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1347); + assert.equal(research.evidence.length, 1363); 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 764af2c..fc0ba16 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, 1026); - assert.equal(initial.evidence.length, 1347); + assert.equal(initial.evidence.length, 1363); 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"); @@ -64,9 +64,9 @@ 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, 63); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 64); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 33); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 34); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []); @@ -307,7 +307,7 @@ 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, 9); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 8); }); 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 efe460a..af061d7 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-archive-models-2", + "version": "2026-10-30-model-taxonomy-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": [ @@ -2864,25 +2864,26 @@ "id": "YC30303", "name": "AfterQuery", "url": "https://www.ycombinator.com/companies/afterquery", - "cat": "C01", + "cat": "C02", "year": 2025, "team": 30, "location": "San Francisco", - "business": "公司简介：Applied research lab curating data solutions for foundation model…", - "buyer": "本轮未逐一核验", + "business": "为前沿模型研发整理和提供训练数据解决方案。", + "buyer": "基础模型研发团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。未核数据许可、专家劳务、项目与持续数据服务的收入拆分。", "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-30303" + "YC-E-30303", + "MODEL-CAT-YC30303" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供训练数据，不因客户是基础模型实验室而归成模型研发公司。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "B2B", "Data Labeling", @@ -4190,21 +4191,22 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Open-source frontier models for knowledge work", - "buyer": "本轮未逐一核验", + "business": "对大语言模型做后训练，以支持知识工作。", + "buyer": "知识工作模型使用者及开发团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。模型、评估工具及历史产品的收费边界仍待核。", "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-30455" + "YC-E-30455", + "MODEL-CAT-YC30455" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前简介明确后训练模型，保留C01；旧发布中评估工作台是业务沿革，不能当另一个新公司。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AIOps", "Generative AI", @@ -4464,25 +4466,26 @@ "id": "YC30469", "name": "HABIT", "url": "https://www.ycombinator.com/companies/habit", - "cat": "C01", + "cat": "C03", "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：Accelerating world models.", - "buyer": "本轮未逐一核验", + "business": "研发用于加速世界模型研究的自主研究Agent。", + "buyer": "世界模型研究团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。简介较短，实际交付、API与商业模式未知，不据机器人标签推实体部署。", "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-30469" + "YC-E-30469", + "MODEL-CAT-YC30469" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：交付描述是研究Agent而非直接模型权重，按研发运行工具暂归C03，具体产品边界仍待补证。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Generative AI", "Robotics", @@ -5036,21 +5039,22 @@ "year": 2025, "team": 8, "location": "San Francisco", - "business": "公司简介：Automation Foundation Models For Tiny Devices", - "buyer": "本轮未逐一核验", + "business": "面向手机、可穿戴及小型设备研发模型，并提供端侧推理工具。", + "buyer": "设备应用开发者", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。模型体积、延迟、隐私及离线能力未独立测试，未核设备出货或许可收入。", "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-30510" + "YC-E-30510", + "MODEL-CAT-YC30510" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前描述及近期发布强调小型设备模型，保留C01；早期推理引擎属于配套交付，商业边界仍需拆分。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Developer Tools", "Hard Tech", @@ -8297,21 +8301,22 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Emotive foundation voice models", - "buyer": "本轮未逐一核验", + "business": "研发带情感表达能力的语音生成模型。", + "buyer": "语音产品开发者", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。只读YC自述，未核仓库权重、API可用性、延迟或第三方评测。", "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-30723" + "YC-E-30723", + "MODEL-CAT-YC30723" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：核心交付是语音基础模型，保留C01；情绪表达目标不等已通过图灵测试。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -10664,21 +10669,22 @@ "year": 2025, "team": 6, "location": "Atlanta, GA", - "business": "公司简介：Transforming manufacturing with our next-gen Vision Foundation Model", - "buyer": "本轮未逐一核验", + "business": "研发面向制造场景的视觉基础模型。", + "buyer": "制造企业及工业视觉团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。", "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-30895" + "YC-E-30895", + "MODEL-CAT-YC30895" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前长简介强调模型研发，保留C01；销售模型还是完整工业应用仍需合同与官网细查。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "SaaS", @@ -11402,21 +11408,22 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：A Foundation Model for Microbial Communities.", - "buyer": "本轮未逐一核验", + "business": "研发微生物群落模型，用于药物毒性与疗效研究。", + "buyer": "药物研发及生物科技团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。创始人论文、疾病市场规模和预测疗效不当公司独立测试、药物批准或收入。", "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-30937" + "YC-E-30937", + "MODEL-CAT-YC30937" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前明确以微生物模型为研发交付，保留行业模型C01；临床或药物应用边界待核。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Generative AI", "Biotech", @@ -13279,25 +13286,26 @@ "id": "YC31111", "name": "Envariant", "url": "https://www.ycombinator.com/companies/envariant", - "cat": "C01", + "cat": "C03", "year": 2025, "team": 1, "location": "San Francisco", - "business": "公司简介：Interpretability and reasoning infra for foundation models.", - "buyer": "本轮未逐一核验", + "business": "提供用于分析和控制模型行为的可解释性与推理SDK。", + "buyer": "基础模型开发和应用研究团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。只核业务，SDK可用性、验证效果、实验成本与收入未独立核实。", "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-31111" + "YC-E-31111", + "MODEL-CAT-YC31111" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：主营为模型行为分析和控制SDK，归开发评估设施C03，不据模型关键词归C01。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14921,21 +14929,22 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Foundation models for 24/7 Earth Observation", - "buyer": "本轮未逐一核验", + "business": "研发将雷达遥感信号转换为可分析图像的地球观测模型。", + "buyer": "国防、商品研究与灾害响应团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。生成图像不自动等于可验证观测真值，全天候和精度声明未测试，未核数据与模型收入。", "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-31209" + "YC-E-31209", + "MODEL-CAT-YC31209" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前描述模型架构与信号转换，保留行业模型C01；不将研究题材直接归卫星制造。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -20730,25 +20739,26 @@ "id": "YC32167", "name": "Orchestra", "url": "https://www.ycombinator.com/companies/orchestra", - "cat": "C01", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Self-optimizing neocloud that cuts LLM costs by 100x", - "buyer": "本轮未逐一核验", + "business": "通过学习工作轨迹训练专用小模型并部署的推理云。", + "buyer": "有生产AI工作流的企业开发团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。成本降低声明未测试；创始人在Gumloop的历史销售额不是Orchestra收入。", "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-32167" + "YC-E-32167", + "MODEL-CAT-YC32167" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：主营明确是推理云与流量部署，模型训练为交付手段，归C02。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Open Source", "AI", @@ -20759,25 +20769,26 @@ "id": "YC32169", "name": "Speko", "url": "https://www.ycombinator.com/companies/speko", - "cat": "C01", + "cat": "C02", "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：OpenRouter for Voice AI: one API, every call on the best speech model", - "buyer": "本轮未逐一核验", + "business": "通过统一API为语音Agent选择并路由语音与语言模型。", + "buyer": "语音应用开发团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商自建榜单不是独立评测；创始人Hupo历史融资、客户和经验不转为本公司收入。", "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-32169" + "YC-E-32169", + "MODEL-CAT-YC32169" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：交付为多供应商模型路由与推理API，归C02，不当直接语音模型研发。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Developer Tools", "AI", @@ -20948,25 +20959,26 @@ "id": "YC32190", "name": "General Context Labs", "url": "https://www.ycombinator.com/companies/general-context-labs", - "cat": "C01", + "cat": "C09", "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：Building Products and Datasets for Frontier Models", - "buyer": "本轮未逐一核验", + "business": "开发交互式游戏与应用生成平台Instaplay，同时探索前沿模型数据业务。", + "buyer": "个人创作者与玩家；数据业务买方待核", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。用户与月活自述不当付费客户或收入；产品与数据业务需要分别核合同。", "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-32190" + "YC-E-32190", + "MODEL-CAT-YC32190" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：按当前已描述的首个社交游戏产品归C09；公司数据业务另留缺，不因面向前沿模型而当模型研发。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Gaming", "AI" @@ -20980,21 +20992,22 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Foundation models on enterprise transaction data.", - "buyer": "本轮未逐一核验", + "business": "以企业交易数据训练私有模型，用于信贷、欺诈、流失及客户价值预测。", + "buyer": "银行、保险公司与金融科技企业", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。客户交易数、客户活跃用户和效果提升不是Lyon收入，也未独立复现。", "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-32191" + "YC-E-32191", + "MODEL-CAT-YC32191" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前交付为在客户云内运行的私有行业模型，保留C01，定制服务与模型许可需另拆分。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "Finance", @@ -23313,25 +23326,26 @@ "id": "YC33048", "name": "Pennant", "url": "https://www.ycombinator.com/companies/pennant", - "cat": "C01", + "cat": "C07", "year": 2026, "team": 2, "location": "New York City, NY", - "business": "公司简介：The World Model for Corporate Governance", - "buyer": "本轮未逐一核验", + "business": "面向机构投资者和上市公司的代理投票与公司治理智能工具。", + "buyer": "机构投资者、上市公司及治理顾问", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。付费客户声明不含可用收入数值；管理资产、合并交易额、薪酬包和创始人旧经历不作公司ARR。", "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-33048" + "YC-E-33048", + "MODEL-CAT-YC33048" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：实际任务是投票与治理决策，归金融专业应用C07，World Model宣传语不等基础模型主营。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Fintech", "Investing", @@ -26545,25 +26559,26 @@ "id": "YC36347", "name": "Latent", "url": "https://www.ycombinator.com/companies/trylatent", - "cat": "C01", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Catch wrong LLM answers before your customers do", - "buyer": "本轮未逐一核验", + "business": "监测和拦截模型错误输出，提供评分、复核队列与部署集成。", + "buyer": "在生产中运行LLM的企业开发团队", "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。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。自托管内部信号与API读出器路径不同；零额外延迟、低成本和准确率均未独立验证。", "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-36347" + "YC-E-36347", + "MODEL-CAT-YC36347" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：交付为模型输出验证和运行控制工具，归开发评估设施C03，不当基础模型研发。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -46951,6 +46966,182 @@ "kind": "公司公开主页与创始人自述", "summary": "公司主页关联nirva.life及San Francisco；转发创始人Wei Lyu称团队20人，并描述计划冬季开售、约$249及年内出货。", "limitation": "读取时仅有相对日期，不推精确发帖日期。团队为创始人自述而非审核员工数；售价和出货为计划，不作当前销售或收入。Public Company标签与投资名录Private不同，不能据此判上市；等待名单和融资不作客户数或ARR。" + }, + { + "id": "MODEL-CAT-YC30303", + "companyId": "YC30303", + "title": "AfterQuery：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/afterquery", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "为前沿模型研发整理和提供训练数据解决方案。 提供训练数据，不因客户是基础模型实验室而归成模型研发公司。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。未核数据许可、专家劳务、项目与持续数据服务的收入拆分。" + }, + { + "id": "MODEL-CAT-YC30455", + "companyId": "YC30455", + "title": "Paper Instruments：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/paper-instruments", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "对大语言模型做后训练，以支持知识工作。 当前简介明确后训练模型，保留C01；旧发布中评估工作台是业务沿革，不能当另一个新公司。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。模型、评估工具及历史产品的收费边界仍待核。" + }, + { + "id": "MODEL-CAT-YC30469", + "companyId": "YC30469", + "title": "HABIT：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/habit", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发用于加速世界模型研究的自主研究Agent。 交付描述是研究Agent而非直接模型权重，按研发运行工具暂归C03，具体产品边界仍待补证。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。简介较短，实际交付、API与商业模式未知，不据机器人标签推实体部署。" + }, + { + "id": "MODEL-CAT-YC30510", + "companyId": "YC30510", + "title": "Cactus Compute：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/cactus-compute", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "面向手机、可穿戴及小型设备研发模型，并提供端侧推理工具。 当前描述及近期发布强调小型设备模型，保留C01；早期推理引擎属于配套交付，商业边界仍需拆分。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。模型体积、延迟、隐私及离线能力未独立测试，未核设备出货或许可收入。" + }, + { + "id": "MODEL-CAT-YC30723", + "companyId": "YC30723", + "title": "Miso Labs：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/miso-labs", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发带情感表达能力的语音生成模型。 核心交付是语音基础模型，保留C01；情绪表达目标不等已通过图灵测试。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。只读YC自述，未核仓库权重、API可用性、延迟或第三方评测。" + }, + { + "id": "MODEL-CAT-YC30895", + "companyId": "YC30895", + "title": "Allus AI：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/allus-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发面向制造场景的视觉基础模型。 当前长简介强调模型研发，保留C01；销售模型还是完整工业应用仍需合同与官网细查。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。" + }, + { + "id": "MODEL-CAT-YC30937", + "companyId": "YC30937", + "title": "Anto Biosciences：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/anto-biosciences", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发微生物群落模型，用于药物毒性与疗效研究。 当前明确以微生物模型为研发交付，保留行业模型C01；临床或药物应用边界待核。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。创始人论文、疾病市场规模和预测疗效不当公司独立测试、药物批准或收入。" + }, + { + "id": "MODEL-CAT-YC31111", + "companyId": "YC31111", + "title": "Envariant：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/envariant", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "提供用于分析和控制模型行为的可解释性与推理SDK。 主营为模型行为分析和控制SDK，归开发评估设施C03，不据模型关键词归C01。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。只核业务，SDK可用性、验证效果、实验成本与收入未独立核实。" + }, + { + "id": "MODEL-CAT-YC31209", + "companyId": "YC31209", + "title": "AxionOrbital Space：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/axionorbital-space", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发将雷达遥感信号转换为可分析图像的地球观测模型。 当前描述模型架构与信号转换，保留行业模型C01；不将研究题材直接归卫星制造。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。生成图像不自动等于可验证观测真值，全天候和精度声明未测试，未核数据与模型收入。" + }, + { + "id": "MODEL-CAT-YC32167", + "companyId": "YC32167", + "title": "Orchestra：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/orchestra", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "通过学习工作轨迹训练专用小模型并部署的推理云。 主营明确是推理云与流量部署，模型训练为交付手段，归C02。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。成本降低声明未测试；创始人在Gumloop的历史销售额不是Orchestra收入。" + }, + { + "id": "MODEL-CAT-YC32169", + "companyId": "YC32169", + "title": "Speko：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/speko", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "通过统一API为语音Agent选择并路由语音与语言模型。 交付为多供应商模型路由与推理API，归C02，不当直接语音模型研发。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。厂商自建榜单不是独立评测；创始人Hupo历史融资、客户和经验不转为本公司收入。" + }, + { + "id": "MODEL-CAT-YC32190", + "companyId": "YC32190", + "title": "General Context Labs：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/general-context-labs", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "开发交互式游戏与应用生成平台Instaplay，同时探索前沿模型数据业务。 按当前已描述的首个社交游戏产品归C09；公司数据业务另留缺，不因面向前沿模型而当模型研发。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。用户与月活自述不当付费客户或收入；产品与数据业务需要分别核合同。" + }, + { + "id": "MODEL-CAT-YC32191", + "companyId": "YC32191", + "title": "Lyon：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/lyon", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "以企业交易数据训练私有模型，用于信贷、欺诈、流失及客户价值预测。 当前交付为在客户云内运行的私有行业模型，保留C01，定制服务与模型许可需另拆分。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。客户交易数、客户活跃用户和效果提升不是Lyon收入，也未独立复现。" + }, + { + "id": "MODEL-CAT-YC33048", + "companyId": "YC33048", + "title": "Pennant：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/pennant", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "面向机构投资者和上市公司的代理投票与公司治理智能工具。 实际任务是投票与治理决策，归金融专业应用C07，World Model宣传语不等基础模型主营。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。付费客户声明不含可用收入数值；管理资产、合并交易额、薪酬包和创始人旧经历不作公司ARR。" + }, + { + "id": "MODEL-CAT-YC36347", + "companyId": "YC36347", + "title": "Latent：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/trylatent", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "监测和拦截模型错误输出，提供评分、复核队列与部署集成。 交付为模型输出验证和运行控制工具，归开发评估设施C03，不当基础模型研发。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。自托管内部信号与API读出器路径不同；零额外延迟、低成本和准确率均未独立验证。" + }, + { + "id": "EKA-MIT-CV-READ", + "companyId": null, + "title": "Eka Robotics：MIT托管创始人履历早期记录", + "url": "https://people.csail.mit.edu/pulkitag/data/pulkit_CV_current.pdf", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "创始人官方履历PDF", + "summary": "此前读取失败的履历现可读，第1页Appointments列Pulkit Agrawal于2024年5月联合创办Eka Robotics。", + "limitation": "仅用第1页文本中的任职/创办记录作为早期业务证据，不声称视觉核对或读完13页，也不当精确公司注册日。创始人其他公司、论文及奖项不转为Eka收入或性能。" } ], "reviews": [ @@ -48489,7 +48680,7 @@ "type": "发现页与未核候选边界", "company": "Laplace Intelligence与Eka Robotics候选", "scope": "excluded-candidate", - "summary": "Laplace官网本轮无正文、Dealroom可读未列成立年；Eka官网未列明确年份，MIT履历未取得。", + "summary": "首次读取时Laplace官网无正文且目录未列成立年，Eka原始履历未取得；后续Eka补核见EKA-R-HISTORY。", "evidenceIds": [ "TC26-LAPLACE", "LAPLACE-HOME-ACCESS", @@ -48498,7 +48689,62 @@ "EKA-HOME", "EKA-MIT-CV-ACCESS" ], - "handling": "保持两项候选待核，不把仿真演示、第三方SaaS标签、融资或创始人背景转成成立字段、技术等级或收入。" + "handling": "保留原始访问缺项；当前Eka据后续履历转范围外，Laplace仍待核。不把仿真演示、目录标签、融资或背景转成成立字段、技术等级或收入。" + }, + { + "id": "MODEL-CAT-R-15", + "type": "主营分类复核，非技术或财务评审", + "company": "基础模型初分类：15项目录基础记录", + "scope": "companies", + "companyIds": [ + "YC30303", + "YC30455", + "YC30469", + "YC30510", + "YC30723", + "YC30895", + "YC30937", + "YC31111", + "YC31209", + "YC32167", + "YC32169", + "YC32190", + "YC32191", + "YC33048", + "YC36347" + ], + "summary": "对本轮开始时C01中尚无人工复核标记的15条基础目录记录逐条重读YC业务介绍，8项按数据、云、路由、评估设施、社交产品或治理应用移类，7项保留模型研发。", + "evidenceIds": [ + "MODEL-CAT-YC30303", + "MODEL-CAT-YC30455", + "MODEL-CAT-YC30469", + "MODEL-CAT-YC30510", + "MODEL-CAT-YC30723", + "MODEL-CAT-YC30895", + "MODEL-CAT-YC30937", + "MODEL-CAT-YC31111", + "MODEL-CAT-YC31209", + "MODEL-CAT-YC32167", + "MODEL-CAT-YC32169", + "MODEL-CAT-YC32190", + "MODEL-CAT-YC32191", + "MODEL-CAT-YC33048", + "MODEL-CAT-YC36347" + ], + "handling": "保留profileOnly与原目录来源；不修改历史1428条审计账本，不升级技术等级或添加收入。当前分类仍需具体合同、产品与多业务收入边界补核。" + }, + { + "id": "EKA-R-HISTORY", + "type": "创始人原始履历与参赛/发布年份复核", + "company": "Eka Robotics候选", + "scope": "excluded-candidate", + "summary": "原始履历可读后，以2024年5月联合创办记录补核早期业务，候选转范围外既有业务。", + "evidenceIds": [ + "EKA-HOME", + "EKA-MIT-CV-ACCESS", + "EKA-MIT-CV-READ" + ], + "handling": "不新增2025—2026公司，不把官方履历任职月份当工商注册日；融资、估值和演示不作收入或独立能力。" } ], "coverage": { @@ -49746,7 +49992,7 @@ "sourceId": "S02", "url": "https://techcrunch.com/category/artificial-intelligence/page/3/", "accessedAt": "2026-10-30", - "scope": "从AI栏目第3—4页定向登记5项新线索，包含3项关联公司和2项待核；不是全部卡片、分页或两年档案。栏目动态顺序不能当固定完整名录。", + "scope": "从AI栏目第3—4页定向登记5项新线索，当前3项关联公司、1项范围外、1项待核；不是全部卡片、分页或两年档案。栏目动态顺序不能当固定完整名录。", "complete": false, "records": [ { @@ -49824,13 +50070,14 @@ "categoryId": "C10", "kind": "company", "profileStatus": "readable", - "status": "pending-year", + "status": "outside-cohort", "evidenceIds": [ "TC26-EKA", "EKA-HOME", - "EKA-MIT-CV-ACCESS" + "EKA-MIT-CV-ACCESS", + "EKA-MIT-CV-READ" ], - "note": "官网/原始年份资料尚未补足；第三方及报道仅作发现线索，保持年份待核，不新增公司或收入。" + "note": "MIT托管创始人履历第1页列2024年5月联合创办Eka Robotics，按早于2025的既有业务排除；不是精确注册证明。此前访问失败记录保留，不把2026融资或模型发布当新成立。" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index ca99c91..856b90b 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-24", + "version": "2026-10-30-25", "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": "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。", + "nextCheck": "目录基础项累计179条主营分类人工复核；本轮补核C01中余下15条规则初分，8条按实际业务移类。继续核其他规则初分、具体产品与财务缺项，不把领域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" }, { @@ -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、2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。", - "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace与Eka的原始年份和主体；Recursive的2025/2026年份冲突保留。", + "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。", + "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index d909e51..f8e714a 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-archive-models-2", + "sourceVersion": "2026-10-30-model-taxonomy-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",