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Classify Fort and Sequence with training and revenue boundaries

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Codex Bot
2026-10-31 22:25:18 +08:00
parent 708f136163
commit 17d6589db1
5 changed files with 375 additions and 28 deletions
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apps/docs/scripts/auth-cli.ts
+2 -2
View File
@@ -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, 1192);
assert.equal(research.companies.length, 1194);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4475);
assert.equal(research.evidence.length, 4488);
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 });
apps/docs/tests/research.test.ts
+11 -11
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@@ -104,8 +104,8 @@ 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, 1192);
assert.equal(initial.evidence.length, 4475);
assert.equal(initial.companies.length, 1194);
assert.equal(initial.evidence.length, 4488);
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");
@@ -145,8 +145,8 @@ test("research validation rejects broken evidence and unsafe source links", () =
test("reviews link explicit companies without turning global or excluded cases into companies", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 203);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 121);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 205);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 123);
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"]);
@@ -166,11 +166,11 @@ 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), 1192);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1194);
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), 1113);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1115);
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"));
@@ -205,7 +205,7 @@ 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, 177);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 179);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 25);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -637,8 +637,8 @@ test("the fourth uncertain cohort distinguishes product pivots, managed labor an
const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(72, 96);
assert.equal(batch.complete, false);
assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source));
assert.equal(batch.records.filter((r) => r.status === "linked").length, 13);
assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 11);
assert.equal(batch.records.filter((r) => r.status === "linked").length, 15);
assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 9);
assert.equal(batch.records.find((r) => r.name === "Orthogonal")!.companyId, "AI036");
assert.equal(snapshot.companies.filter((c) => c.url.endsWith("/companies/orthogonal")).length, 1);
const fern = snapshot.companies.find((c) => c.id === "YC31152")!;
@@ -790,8 +790,8 @@ test("all original AI-unclear candidates retain a unique follow-up without count
assert.equal(rows.length, 192);
assert.equal(new Set(rows.map((r) => r.url)).size, 192);
assert.deepEqual(rows.map((r) => r.url), original.map((r) => r.source));
assert.equal(rows.filter((r) => r.status === "linked").length, 114);
assert.equal(rows.filter((r) => r.status === "pending-ai").length, 78);
assert.equal(rows.filter((r) => r.status === "linked").length, 116);
assert.equal(rows.filter((r) => r.status === "pending-ai").length, 76);
assert.equal(snapshot.directoryRechecks!.filter((r) => r.ycId === 36088).length, 1);
const everyapp = rows.find((r) => r.name === "EveryApp")!;
assert.equal(everyapp.companyId, "AI074");
content/research/ai-companies.seed.json
+358 -11
View File
@@ -1,5 +1,5 @@
{
"version": "2026-10-31-yc-ai-revisit-8",
"version": "2026-10-31-yc-ai-revisit-9",
"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": [
@@ -37431,6 +37431,95 @@
"YCAIRE8-ZERO-BILLING"
]
}
},
{
"id": "YC31227",
"name": "Sequence Markets",
"url": "https://www.ycombinator.com/companies/sequence-markets",
"channel": "S01",
"cat": "C07",
"year": 2026,
"team": 5,
"location": null,
"business": "跨加密与预测市场执行设施；公司原站缓存明确训练模型识别相同市场，另有图式订单与客户AI的MCP接口。",
"buyer": "交易员、机构执行团队及Agent开发者",
"delivery": "软件/非托管的跨场所执行与行情设施；原站可读MCP文档，页面预览不提交真实订单。",
"notes": "原站缓存明确训练模型的跨市场语义匹配任务，仅厂商描述；MCP客户模型另列，未获模型产物/数据集/实测，直接网站只有标题。 同YC反链域与文档子域关联；具体法人、合同收费与当前模型交付待核",
"cohort": "YC自报2026成立，法律注册待核；W26批次非独立成立依据",
"teamBasis": "YC既有/原站搜索缓存Team5，不是当前团队独立核验",
"price": "原文档有free/paid/pro/enterprise限额，未取得当前价表/合同；不是付费规模证据。",
"stage": "公开产品/文档与商业入口，当前合同、实际付费和独立性能待核",
"sourceType": "YC/公司原站及文档、价表/合同自述",
"evidenceIds": [
"UNCLEAR4-31227-YC",
"UNCLEAR4-31227-LAUNCH1",
"UNCLEAR4-31227-HOME",
"YCAIRE9-SEQUENCE-HOME",
"YCAIRE9-SEQUENCE-MCP",
"YCAIRE9-SEQUENCE-API"
],
"revenueStatus": "unknown",
"businessModel": "执行/行情/API设施，订阅/用量/交易净费与模型贡献未披露",
"entityBasis": "同YC反链域与文档子域关联；具体法人、合同收费与当前模型交付待核",
"classificationBasis": "按当前买家和交付归类，明确训练任务只证明公司AI描述，不外推模型能力或收入",
"extraUrl": "https://sequencemkts.com/",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-10-31",
"summary": "原站缓存明确训练模型的跨市场语义匹配任务，仅厂商描述；MCP客户模型另列，未获模型产物/数据集/实测，直接网站只有标题。",
"evidenceIds": [
"YCAIRE9-SEQUENCE-HOME",
"YCAIRE9-SEQUENCE-MCP",
"YCAIRE9-SEQUENCE-API"
]
}
},
{
"id": "YC31239",
"name": "Fort",
"url": "https://www.ycombinator.com/companies/fort",
"channel": "S01",
"cat": "C09",
"year": 2025,
"team": 4,
"location": "San Francisco（YC既有自述）；法律注册待核",
"business": "消费力量训练可穿戴及软件，训练模型识别动作/组数与睡眠，并给个性化训练反馈。",
"buyer": "个人健身/力量训练与健康管理用户",
"delivery": "动作/心率传感硬件、App及后续高级软件；第二批仍预购、预计2027Q2发货，第一批售罄不证交付。",
"notes": "公司说明动作数据20K重复与睡眠训练/验证夜数，支持训练模型任务关联，仅description；未给独立评测/医学验证，负重仍需用户补录。 条款自述Fort Care Co DBA Fort；适用Delaware法不等注册地核实，2024原型与YC2025公司年/2025-12全职分列",
"cohort": "YC自报2025成立，法律注册待核；W26批次非独立成立依据",
"teamBasis": "YC既有/原站搜索缓存Team4，不是当前团队独立核验",
"price": "当前USD309起含硬件及首年高级软件，随后USD80/年；旧289促销/1000名额不当当期价或已售，实际合同/续费未知。",
"stage": "公开产品/文档与商业入口，当前合同、实际付费和独立性能待核",
"sourceType": "YC/公司原站及文档、价表/合同自述",
"evidenceIds": [
"UNCLEAR4-31239-YC",
"UNCLEAR4-31239-LAUNCH1",
"UNCLEAR4-31239-LAUNCH2",
"UNCLEAR4-31239-HOME",
"YCAIRE9-FORT-YC",
"YCAIRE9-FORT-MODEL",
"YCAIRE9-FORT-SHOP",
"YCAIRE9-FORT-TERMS",
"YCAIRE9-FORT-REFUND"
],
"revenueStatus": "unknown",
"businessModel": "硬件一次性预购含首年软件，后续高级软件按年续费；退款/硬件软件分摊与毛利待核",
"entityBasis": "条款自述Fort Care Co DBA Fort；适用Delaware法不等注册地核实，2024原型与YC2025公司年/2025-12全职分列",
"classificationBasis": "按当前买家和交付归类，明确训练任务只证明公司AI描述，不外推模型能力或收入",
"extraUrl": "https://fort.cx/",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-10-31",
"summary": "公司说明动作数据20K重复与睡眠训练/验证夜数，支持训练模型任务关联，仅description；未给独立评测/医学验证，负重仍需用户补录。",
"evidenceIds": [
"YCAIRE9-FORT-YC",
"YCAIRE9-FORT-MODEL",
"YCAIRE9-FORT-SHOP",
"YCAIRE9-FORT-TERMS",
"YCAIRE9-FORT-REFUND"
]
}
}
],
"observations": [
@@ -93775,6 +93864,149 @@
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "原站搜索缓存列全用户月成交原$200M+、客户Valence Market Making月交易150M+；无月最低额，按交易量收小额费率，专业档定制，页脚Valence LLC。",
"limitation": "直达502不称全文现场读取；缺费率/净费/会计周期，不按交易量反推收入。演示P&L/账户余额与客户同名做市业务归属待分，不当平台ARR；自动路由/交易API未确认核心AI，旧2025交易和YC2026成立沿革仍缺。"
},
{
"id": "YCAIRE9-FORUM-HOME",
"companyId": null,
"title": "Forum注意力指数与读取范围",
"url": "https://www.forum.market/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原站搜索缓存将浏览、搜索和流媒体参与度组合成注意力指数；当前直达仅外壳。",
"limitation": "指数自动化不单独证明AI模型，交易话题含ChatGPT/Anthropic不等自身AI。未取得可读完整方法/费表，不将缓存当全文现场核验。"
},
{
"id": "YCAIRE9-FORUM-MARKET",
"companyId": null,
"title": "Forum市场界面的维护与模拟数据边界",
"url": "https://app.forum.market/markets/ICE",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原站搜索缓存市场页显示维护期间禁下单、历史加载失败及指数/报价；其他页面余额零、无数据均为未登录界面。",
"limitation": "不能据界面零值推平台交易量或收入为零，也不据维护判永久停运。旧发布1000模拟币非实际存款/收入，未注册、充值或下单。"
},
{
"id": "YCAIRE9-SEQUENCE-HOME",
"companyId": "YC31227",
"title": "Sequence当前模型任务自述与搜索缓存差异",
"url": "https://sequencemkts.com/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原站搜索缓存明确称专有训练模型在毫秒级识别同一市场，跨永续合约/预测市场的图式订单系统；注明软件、非托管及中立场所，页面仅预览不提交。",
"limitation": "本轮根域/about直达只有标题，依据原站缓存，不称完整现场读取。明确训练模型任务可按厂商描述关联，未获模型/数据/独立测试，毫秒宣传未核；预览不是成交。"
},
{
"id": "YCAIRE9-SEQUENCE-MCP",
"companyId": "YC31227",
"title": "Sequence MCP的客户模型与只读工具边界",
"url": "https://docs.sequencemkts.com/mcp/overview/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原始文档可读，向Claude等兼容客户端提供82项结构工具，可读行情、组合和执行分析；默认只读，写入组另可下单和算法部署。",
"limitation": "客户端AI与公司自述市场匹配模型分开，不能仅据MCP接口认定自研AI；82工具是文档描述非可用性实测。未连接账户/执行任何工具或交易。"
},
{
"id": "YCAIRE9-SEQUENCE-API",
"companyId": "YC31227",
"title": "Sequence API档位与沙盒成交分开",
"url": "https://docs.sequencemkts.com/api/overview/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原文档搜索缓存列免费/付费/专业/企业限额、场所接口与沙盒模拟成交，未给可核实际套餐价格。",
"limitation": "档位名不证明订阅已售或ARR；旧注册用户104B自报成交/10M测试量不归平台净费。未调用API或下载执行，模型收费贡献/当前合同待核。"
},
{
"id": "YCAIRE9-DOOM-YC",
"companyId": null,
"title": "Doomersion当前短视频与旧AI聊天产品沿革",
"url": "https://www.ycombinator.com/companies/doomersion",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "YC可读自报2025/Team4；创始人说明此前一年做角色AI语言聊天，因用户不喜欢日常和AI聊天转向按水平匹配短视频，旧15K下载/高时长自述仍列。",
"limitation": "旧AI角色产品不自动延续当前主营，短视频个性化/字幕问答当前模型实现仍缺；下载/高时长非付费、教学效果或收入，范围2025为自述非登记。"
},
{
"id": "YCAIRE9-DOOM-STORE",
"companyId": null,
"title": "Doomersion原始App商店与品牌/卖方",
"url": "https://apps.apple.com/us/app/doomersion/id6753957215",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "官网反链App商店列Doomersion曾名Doomlingo、免费，卖方Mostafa Tamer Afr；版本更新有字幕扫描/问答、语言交换和测验，原隐私反链doomlingo.ai。",
"limitation": "免费入口不证明全部业务零收入；用户评论提AI配音不能确认由本公司模型产生或AI主营，不以评论作技术实测。个人卖方与官网Doomlingo Inc.法人关系待核，不以版权年替代注册。"
},
{
"id": "YCAIRE9-DOOM-PRIVACY",
"companyId": null,
"title": "Doomersion当前无广告与未来变现",
"url": "https://doomersion.com/privacy",
"publishedAt": "2025-10-18",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原隐私页称当前版本无广告，未来可能加入；按语言水平与学习进度匹配内容，并处理观看/字幕互动信息。",
"limitation": "隐私用途描述不证明模型架构或收费合同；可能广告是计划而非现收入，页更新日不当成立年。与App个人卖方、官网Inc.的主体链仍缺。"
},
{
"id": "YCAIRE9-FORT-YC",
"companyId": "YC31239",
"title": "Fort自报成立与原型/全职时间分开",
"url": "https://www.ycombinator.com/companies/fort",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原YC搜索缓存仍2025/Team4，创始人2024年底开始原型、2025年12月全职；历史原$289预购含设备及一年软件、1000名额上限。",
"limitation": "原型/全职/公司成立不是同一日期，法律注册未核；历史促销限额非实售数量或当期价，旧雇主交付经验不归新公司销量。"
},
{
"id": "YCAIRE9-FORT-MODEL",
"companyId": "YC31239",
"title": "Fort动作与睡眠训练模型原始描述",
"url": "https://fort.cx/pages/how-it-works",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "公司可读说明动作识别模型来自数千小时及20K次重复动作数据；睡眠模型用5K余夜训练、1500余夜验证，实验室与Beta测试者继续供数据。",
"limitation": "明确训练任务支持AI关联，但均为厂商描述，未给架构、数据划分、性能指标或独立验证；不将内部验证升独立测试或医学疗效/监管批准。重量仍需计划或人工补录，不泛化为自动测量所有训练负重。"
},
{
"id": "YCAIRE9-FORT-SHOP",
"companyId": "YC31239",
"title": "Fort当前硬件预购与后续软件年费",
"url": "https://fort.cx/collections/all",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "当前美国USD展示起价309，含设备/表带/底座与首年高级软件；以后80/年。称第一批售罄、第二批预购预计2027Q2，需iOS18，Android目前不支持。",
"limitation": "价表不是已收或确认营收，售罄不证交付/数量；首年捆绑软件和后续续费不能直接309乘人数作ARR。页面Android2027-04仍计划，与Q2出货分别留缺，寿命/续航/识别能力未独立测。"
},
{
"id": "YCAIRE9-FORT-TERMS",
"companyId": "YC31239",
"title": "Fort运营者、美元与订单阶段",
"url": "https://fort.cx/policies/terms-of-service",
"publishedAt": "2026-06-17",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "条款运营者Fort Care Co、DBA Fort，列US dollars与Shopify下单支付；确认邮件前订单未成立，并将预购另指专门条款。",
"limitation": "运营者是合同自述非独立注册，适用Delaware法不等证明注册地。付款/报价不是会计收入，当前预购的退货/递延、硬件与软件收入分摊待核。"
},
{
"id": "YCAIRE9-FORT-REFUND",
"companyId": "YC31239",
"title": "Fort预购取消与交货后退货责任",
"url": "https://fort.cx/policies/refund-policy",
"publishedAt": "2026-10-21",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC/App商店原始资料及缓存边界",
"summary": "原政策允许出货前取消全额退款，收到设备后30日内无理由退货，开封试用也可；客户承担退回运费。",
"limitation": "不是实际退款执行/已收净额核验。预售现金、退款责任、硬件备货/售后成本与软件续费须拆开，出货前可退订不作稳定ARR。"
}
],
"reviews": [
@@ -102047,6 +102279,73 @@
"YCAIRE8-ZERO-BILLING"
],
"handling": "保留各页面版本/读到的范围，不推旧SDK关闭或精确转型/法律沿革。不合并新旧套餐、预付积分、处理款和订阅；实际会计确认及支付/平台依赖需合同核对，未新增收入观测。"
},
{
"id": "YCAIRE9-R-FORT-MODEL",
"type": "硬件捆绑软件与延后续费的商业模式初评",
"company": "Fort",
"scope": "companies",
"companyIds": [
"YC31239"
],
"summary": "一次性硬件预购含首年高级软件、之后80美元/年，第二批交付计划2027Q2；报价与售罄标签不足说明软件ARR。",
"evidenceIds": [
"YCAIRE9-FORT-YC",
"YCAIRE9-FORT-MODEL",
"YCAIRE9-FORT-SHOP",
"YCAIRE9-FORT-TERMS",
"YCAIRE9-FORT-REFUND"
],
"handling": "需核实际发货/激活、硬件与软件分摊、制造/备货/质保/退货成本、后续续费率及推理成本，才可估稳定毛利。出货前可全退与交货后30日退货单列；20K训练动作/内部睡眠验证夜数不代替独立效用或医学验证。"
},
{
"id": "YCAIRE9-R-SEQUENCE-MODEL",
"type": "模型辅助执行设施与用户交易额的商业模式初评",
"company": "Sequence Markets",
"scope": "companies",
"companyIds": [
"YC31227"
],
"summary": "训练模型的同市场匹配是厂商明确任务，MCP把客户AI接到执行设施；当前价格/净费构成未得，模型和执行收入不可互换。",
"evidenceIds": [
"YCAIRE9-SEQUENCE-HOME",
"YCAIRE9-SEQUENCE-MCP",
"YCAIRE9-SEQUENCE-API"
],
"handling": "需补真实合同、收费基数、数据/场所/支持与模型成本和重复使用。用户历史自报交易额和沙盒测试不作平台ARR，文档可读不升模型公开产物或独立测试；未连接或执行交易。"
},
{
"id": "YCAIRE9-R-REMAINING",
"type": "AI话题、旧AI角色产品和当前业务的归属",
"company": "Forum / Doomersion",
"scope": "dataset",
"summary": "Forum注意力交易与AI话题非自身模型证明；Doomersion原YC创始人说明由旧AI角色聊天转短视频，当前AI实现仍缺。",
"evidenceIds": [
"YCAIRE9-FORUM-HOME",
"YCAIRE9-FORUM-MARKET",
"YCAIRE9-DOOM-YC",
"YCAIRE9-DOOM-STORE",
"YCAIRE9-DOOM-PRIVACY"
],
"handling": "两项仍pending-ai。模拟币/界面零余额/维护不作财务结论；免费入口或无广告不推整个公司无收入，下载/观看时长非付费与教学效果。原AI产品沿革保留，不随意继承当前能力。"
},
{
"id": "YCAIRE9-R-EVIDENCE",
"type": "缓存与可读文档、内部验证和实际交付分层",
"company": "Sequence Markets / Fort",
"scope": "dataset",
"summary": "Sequence训练模型任务来自原站缓存、MCP原文可读；Fort模型训练/内部验证原文及预购报价可读。",
"evidenceIds": [
"YCAIRE9-SEQUENCE-HOME",
"YCAIRE9-SEQUENCE-MCP",
"YCAIRE9-SEQUENCE-API",
"YCAIRE9-FORT-YC",
"YCAIRE9-FORT-MODEL",
"YCAIRE9-FORT-SHOP",
"YCAIRE9-FORT-TERMS",
"YCAIRE9-FORT-REFUND"
],
"handling": "两项均仅技术description，不将文档当可运行模型或内部验证当独立测试。网页预览、首批售罄、第二批预售和价格不证明已实现收入；不新增财务观测/图表样本。"
}
],
"coverage": {
@@ -105845,9 +106144,11 @@
"evidenceIds": [
"UNCLEAR4-31204-YC",
"UNCLEAR4-31204-LAUNCH1",
"UNCLEAR4-31204-HOME"
"UNCLEAR4-31204-HOME",
"YCAIRE9-FORUM-HOME",
"YCAIRE9-FORUM-MARKET"
],
"note": "原ai-unclear，YC自报2026年成立。注意力指数交易市场；以AI产品为交易话题不等自身AI主营，历史1000模拟币不是资金或收入。 AI主营继续待核，不计公司表，不是永久排除。"
"note": "原ai-unclear，YC自报2026年成立。注意力指数交易市场；以AI产品为交易话题不等自身AI主营，历史1000模拟币不是资金或收入。 AI主营继续待核，不计公司表，不是永久排除。 后续原站缓存指数/交易外壳仍未得模型，根域直达无正文；市场维护/历史失败/未登录零余额不能作停运或零收入，1000模拟币仍不作存款。"
},
{
"id": "YC-AI4-31227",
@@ -105856,13 +106157,17 @@
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"UNCLEAR4-31227-YC",
"UNCLEAR4-31227-LAUNCH1",
"UNCLEAR4-31227-HOME"
"UNCLEAR4-31227-HOME",
"YCAIRE9-SEQUENCE-HOME",
"YCAIRE9-SEQUENCE-MCP",
"YCAIRE9-SEQUENCE-API"
],
"note": "原ai-unclear，YC自报2026年成立。跨市场执行/路由；已有AI execution标题、MCP/Agent接口，但AI核心贡献和主营边界未明确。104B注册用户自报交易量与10M测试量不是供应商收入。 AI主营继续待核，不计公司表，不是永久排除。"
"note": "后续明确训练模型任务后关联公司：原站缓存明确训练模型的跨市场语义匹配任务，仅厂商描述；MCP客户模型另列，未获模型产物/数据集/实测，直接网站只有标题。 旧YC年/人数自报保留、法律注册待核，无收入观测新增；原文档有free/paid/pro/enterprise限额，未取得当前价表/合同；不是付费规模证据。",
"companyId": "YC31227"
},
{
"id": "YC-AI4-31229",
@@ -105875,9 +106180,12 @@
"evidenceIds": [
"UNCLEAR4-31229-YC",
"UNCLEAR4-31229-LAUNCH1",
"UNCLEAR4-31229-HOME"
"UNCLEAR4-31229-HOME",
"YCAIRE9-DOOM-YC",
"YCAIRE9-DOOM-STORE",
"YCAIRE9-DOOM-PRIVACY"
],
"note": "原ai-unclear，YC自报2025年成立。按水平匹配短视频的语言学习；个性化内容及翻译入口尚未补足明确AI模型/实现证据。15000下载和高时长不等付费或教学效果。 AI主营继续待核，不计公司表，不是永久排除。"
"note": "原ai-unclear，YC自报2025年成立。按水平匹配短视频的语言学习；个性化内容及翻译入口尚未补足明确AI模型/实现证据。15000下载和高时长不等付费或教学效果。 AI主营继续待核，不计公司表，不是永久排除。 后续YC创始人明确旧角色AI聊天转向短视频，不能沿用旧AI功能确认现主营。商店免费/个人卖方与官网Inc.、旧doomlingo.ai待核，用户AI配音评论不作模型证明；隐私称无广告、未来可能广告非现收入，仍AI待核。"
},
{
"id": "YC-AI4-31234",
@@ -105902,14 +106210,20 @@
"categoryId": "C09",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"UNCLEAR4-31239-YC",
"UNCLEAR4-31239-LAUNCH1",
"UNCLEAR4-31239-LAUNCH2",
"UNCLEAR4-31239-HOME"
"UNCLEAR4-31239-HOME",
"YCAIRE9-FORT-YC",
"YCAIRE9-FORT-MODEL",
"YCAIRE9-FORT-SHOP",
"YCAIRE9-FORT-TERMS",
"YCAIRE9-FORT-REFUND"
],
"note": "原ai-unclear，YC自报2025年成立。自动力量训练可穿戴；运动/心率识别与反馈本轮未明确AI模型。2024原型、2025成立及全职开始分开；289预购和1000名额上限不是已售收入。 AI主营继续待核，不计公司表，不是永久排除。"
"note": "后续明确训练模型任务后关联公司：公司说明动作数据20K重复与睡眠训练/验证夜数，支持训练模型任务关联，仅description；未给独立评测/医学验证，负重仍需用户补录。 旧YC年/人数自报保留、法律注册待核，无收入观测新增；当前USD309起含硬件及首年高级软件，随后USD80/年；旧289促销/1000名额不当当期价或已售，实际合同/续费未知。",
"companyId": "YC31239"
},
{
"id": "YC-AI4-31242",
@@ -115751,6 +116065,39 @@
"YCAIRE8-ZERO-BILLING"
],
"reason": "原YC反链现域明确公司托管AI消息代理，按C06厂商描述关联；旧计费产品另有AI实验，同品牌合同/收费分开，注册及当前模型/实际收入未知。原1428/928发现快照不改。"
},
{
"ycId": 31227,
"originalStatus": "ai-unclear",
"companyId": "YC31227",
"reviewedAt": "2026-10-31",
"evidenceIds": [
"UNCLEAR4-31227-YC",
"UNCLEAR4-31227-LAUNCH1",
"UNCLEAR4-31227-HOME",
"YCAIRE9-SEQUENCE-HOME",
"YCAIRE9-SEQUENCE-MCP",
"YCAIRE9-SEQUENCE-API"
],
"reason": "原站缓存明确训练模型的跨市场语义匹配任务，仅厂商描述；MCP客户模型另列，未获模型产物/数据集/实测，直接网站只有标题。 原1428/928发现快照不改，收入未知。"
},
{
"ycId": 31239,
"originalStatus": "ai-unclear",
"companyId": "YC31239",
"reviewedAt": "2026-10-31",
"evidenceIds": [
"UNCLEAR4-31239-YC",
"UNCLEAR4-31239-LAUNCH1",
"UNCLEAR4-31239-LAUNCH2",
"UNCLEAR4-31239-HOME",
"YCAIRE9-FORT-YC",
"YCAIRE9-FORT-MODEL",
"YCAIRE9-FORT-SHOP",
"YCAIRE9-FORT-TERMS",
"YCAIRE9-FORT-REFUND"
],
"reason": "公司说明动作数据20K重复与睡眠训练/验证夜数，支持训练模型任务关联，仅description；未给独立评测/医学验证，负重仍需用户补录。 原1428/928发现快照不改，收入未知。"
}
]
}
content/research/ai-companies.sources.json
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-10-31-yc-ai-revisit-8",
"sourceVersion": "2026-10-31-yc-ai-revisit-9",
"asOf": "2026-10-31",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",