diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index ddc8b50..768fbbb 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ 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, 1302); + assert.equal(research.companies.length, 1307); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 5310); - assert.equal(research.observations.length, 493); + assert.equal(research.evidence.length, 5331); + assert.equal(research.observations.length, 495); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 0336315..f164dd3 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -92,7 +92,8 @@ test("ARR ledger preserves historical estimates without promoting targets, run r const ids = new Set(rows.map((row) => row.observation.id)); for (const id of ["O064", "O065", "O066", "O069", "O070", "O071", "O046"]) assert.ok(ids.has(id), `${id}: historical claims, estimates and unknown currencies remain visible`); - for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE"]) + for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE", + "SRLEARN1-O-CLAIR-D2C", "SRLEARN1-O-CLAIR-B2B"]) assert.ok(!ids.has(id), `${id}: excluded or ambiguous records cannot enter the ARR ledger`); assert.equal(rows.find((row) => row.observation.id === "O066")?.observation.selection, "historical-estimate"); assert.equal(rows.find((row) => row.observation.id === "O046")?.observation.unit, "原文$，币种待核"); @@ -123,11 +124,11 @@ 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, 1302); - assert.equal(initial.evidence.length, 5310); - assert.equal(initial.observations.length, 493); + assert.equal(initial.companies.length, 1307); + assert.equal(initial.evidence.length, 5331); + assert.equal(initial.observations.length, 495); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 22); + assert.equal(businessReviews.length, 25); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) .sort((a, b) => a.id.localeCompare(b.id)), "business model assessments and company/evidence links persist in the shared database"); @@ -169,9 +170,9 @@ 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, 291); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 157); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 62); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 297); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 158); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 63); 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")!), []); @@ -190,11 +191,11 @@ 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), 1302); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1307); assert.equal(summary.reduce((n, c) => n + c.self, 0), 63); 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), 1218); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1223); 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")); @@ -229,7 +230,7 @@ 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, 293); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 298); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -645,10 +646,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records); assert.equal(newlyRegistered.length, 242); assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 5); - assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 58); + assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 63); assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1); assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144); - assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 34, + assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 29, "a known self-reported founding year does not by itself establish the current AI business"); assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232); assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) => diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c002960..b49eb35 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr-robot-evals-1", + "version": "2026-11-01-sr-learning-health-1", "asOf": "2026-11-01", "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": [ @@ -41779,6 +41779,212 @@ "SRROBOT1-SONATIC-PRIVACY" ] } + }, + { + "id": "AI211", + "name": "Auto / Auto Photos", + "url": "https://auto.inc", + "channel": "S14", + "cat": "C09", + "year": 2025, + "team": 3, + "location": "Los Angeles, California, United States of America（投资方资料）", + "business": "照片库整理、检索与个人AI助手问答应用，旧业务有Frames相机小应用。", + "buyer": "iPhone个人用户及其个人助手", + "delivery": "当前Auto Photos商店可见、可接个人助手，未安装/授权；旧Frames与当前产品分列", + "price": "当前美国商店列免费，实际付费/未来金额未公开", + "businessModel": "个人照片助手，图像/检索模型、同步存储与第三方连接成本待核", + "entityBasis": "Automatic Platforms Inc.官网条款/商店自述，独立注册及实际收费未核", + "stage": "当前Auto Photos商店可见、可接个人助手，未安装/授权；旧Frames与当前产品分列", + "cohort": "投资方自报2025成立，独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/商店/政策/条款", + "notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C07", + "SRLEARN1-AUTO-HOME", + "SRLEARN1-AUTO-TERMS", + "SRLEARN1-AUTO-PRIVACY", + "SRLEARN1-AUTO-APP" + ], + "revenueStatus": "unknown", + "classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C07", + "SRLEARN1-AUTO-HOME", + "SRLEARN1-AUTO-TERMS", + "SRLEARN1-AUTO-PRIVACY", + "SRLEARN1-AUTO-APP" + ] + } + }, + { + "id": "AI212", + "name": "Clair Health", + "url": "https://www.wearclair.com", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 7, + "location": "Mountain View, California, United States of America（投资方资料）", + "business": "生理信号结合机器学习推算激素洞察的wellness腕带及应用。", + "buyer": "个人女性健康用户；B2B合同实际买方/交付需核", + "delivery": "预订，官网预计2027年1月发货；生产硬件研究待发布，非已核临床/监管验证", + "price": "founding原$295含六个月Premium；后续订阅金额未知，基础端侧功能无订阅可用", + "businessModel": "健康硬件＋软件，预订现金/实际交付/订阅分列；制造/验证/退货和持续模型/支持成本未知", + "entityBasis": "Clair Health Inc.条款及页脚自述，独立注册/硬件订单和B2B合同未核", + "stage": "预订，官网预计2027年1月发货；生产硬件研究待发布，非已核临床/监管验证", + "cohort": "投资方自报2025成立，独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/商店/政策/条款", + "notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C13", + "SRLEARN1-CLAIR-HOME", + "SRLEARN1-CLAIR-PRICE", + "SRLEARN1-CLAIR-TERMS", + "SRLEARN1-CLAIR-PRIVACY", + "SRLEARN1-CLAIR-SR" + ], + "revenueStatus": "unknown", + "classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C13", + "SRLEARN1-CLAIR-HOME", + "SRLEARN1-CLAIR-PRICE", + "SRLEARN1-CLAIR-TERMS", + "SRLEARN1-CLAIR-PRIVACY", + "SRLEARN1-CLAIR-SR" + ] + } + }, + { + "id": "AI213", + "name": "Snapp AI", + "url": "https://trysnapp.ai", + "channel": "S14", + "cat": "C09", + "year": 2025, + "team": 6, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "体育信息/研究、fantasy和预测市场分析的个人AI应用。", + "buyer": "成年体育分析/幻想体育和相关个人用户", + "delivery": "Web/移动入口，分析可连用户第三方账户，未安装或验证交易/权限", + "price": "初始月免费、Basic原$10、Pro25、Pro+100，实际订阅/年价未知", + "businessModel": "按使用/研究等级订阅，数据许可、模型/实时信息和支持成本待核；客户市场资金非平台收入", + "entityBasis": "Snapp Stats, Inc.官网页脚自述，条款转app无可读正文，注册/实际合同未核", + "stage": "Web/移动入口，分析可连用户第三方账户，未安装或验证交易/权限", + "cohort": "投资方自报2025成立，独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/商店/政策/条款", + "notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C49", + "SRLEARN1-SNAPP-HOME", + "SRLEARN1-SNAPP-PRICE", + "SRLEARN1-SNAPP-LEGAL" + ], + "revenueStatus": "unknown", + "classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C49", + "SRLEARN1-SNAPP-HOME", + "SRLEARN1-SNAPP-PRICE", + "SRLEARN1-SNAPP-LEGAL" + ] + } + }, + { + "id": "AI214", + "name": "Straia", + "url": "https://straia.io", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 8, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "高校SIS/LMS/CRM数据整合与自然语言业务分析。", + "buyer": "高校管理、教务、招生/IR和学生支持团队", + "delivery": "托管摄取/映射和持续维护，公开demo/try入口未运行", + "price": "条款有订阅但没有公开金额/按机构、席位或数据量的实际合同", + "businessModel": "高校行业BI＋接入维护，数据整理/权限、模型/数据库及长期客户支持成本待核", + "entityBasis": "Straia, Inc.官网/条款自述，独立注册及实际机构协议/付费未核", + "stage": "托管摄取/映射和持续维护，公开demo/try入口未运行", + "cohort": "投资方自报2025成立，独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/商店/政策/条款", + "notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C51", + "SRLEARN1-STRAIA-HOME", + "SRLEARN1-STRAIA-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C51", + "SRLEARN1-STRAIA-HOME", + "SRLEARN1-STRAIA-TERMS" + ] + } + }, + { + "id": "AI215", + "name": "SUN", + "url": "https://sunapp.ai", + "channel": "S14", + "cat": "C08", + "year": 2025, + "team": 3, + "location": "Palo Alto, California, United States of America（投资方资料）", + "business": "根据提示/材料生成播客、音频课程和有声内容的平台。", + "buyer": "个人学习者/创作者；开发者入口不等已有商业API合同", + "delivery": "公开生成入口及credits，邮箱/日历/笔记连接coming soon，未运行", + "price": "plans未公开金额；2026-08-05条款称购买未开、未来预付credits，实际收费待核", + "businessModel": "音频生成额度模式待商业验证，文本/TTS、重生成/存储和版权/声音许可成本待核", + "entityBasis": "Blue Energy People, Inc.条款及页脚自述，独立注册与商业订单未核", + "stage": "公开生成入口及credits，邮箱/日历/笔记连接coming soon，未运行", + "cohort": "投资方自报2025成立，独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/商店/政策/条款", + "notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C52", + "SRLEARN1-SUN-HOME", + "SRLEARN1-SUN-PLANS", + "SRLEARN1-SUN-TERMS", + "SRLEARN1-SUN-PRIVACY" + ], + "revenueStatus": "unknown", + "classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C52", + "SRLEARN1-SUN-HOME", + "SRLEARN1-SUN-PLANS", + "SRLEARN1-SUN-TERMS", + "SRLEARN1-SUN-PRIVACY" + ] + } } ], "observations": [ @@ -49501,6 +49707,36 @@ "reason": "约700K contracted未注明合同期限/履行/取消、净额与币种，不作已实现收入或ARR；每月3x无明确分母，融资非收入", "bound": "≈", "comparisonGroup": null + }, + { + "id": "SRLEARN1-O-CLAIR-D2C", + "company": "AI212", + "name": "Clair Health", + "kind": "D2C revenue原标签（期间/履约待核）", + "value": 800000, + "unit": "原文$，币种待核", + "timing": "少于8周原文，实际期间/业务截至日未明确", + "evidence": "SRLEARN1-CLAIR-SR", + "scope": "D2C业务，预订/确认净收入定义待核", + "selection": "excluded", + "reason": "官网当前预订预计2027交付；原D2C收入标签缺财务日、期间、实际交货/退款和经常性，保留原文但不推MRR/ARR或与B2B相加", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SRLEARN1-O-CLAIR-B2B", + "company": "AI212", + "name": "Clair Health", + "kind": "B2B已签合同额", + "value": 18000000, + "unit": "原文$，币种待核", + "timing": "少于8周自述，具体签约/财务截至日未给", + "evidence": "SRLEARN1-CLAIR-SR", + "scope": "B2B合同，净额/期限/履约未知", + "selection": "excluded", + "reason": "签约合同不等已确认或经常性收入，合同期限/取消、实际交付与付款及和D2C的主体边界未核；不平均摊成ARR", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -105496,7 +105732,7 @@ }, { "id": "SRPRO1-P-SR006R-C07", - "companyId": null, + "companyId": "AI211", "title": "Auto公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/auto", "publishedAt": null, @@ -105540,7 +105776,7 @@ }, { "id": "SRPRO1-P-SR006R-C13", - "companyId": null, + "companyId": "AI212", "title": "Clair Health公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/clair-health", "publishedAt": null, @@ -105881,7 +106117,7 @@ }, { "id": "SRPRO1-P-SR006R-C49", - "companyId": null, + "companyId": "AI213", "title": "Snapp AI公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/snapp-ai", "publishedAt": null, @@ -105903,7 +106139,7 @@ }, { "id": "SRPRO1-P-SR006R-C51", - "companyId": null, + "companyId": "AI214", "title": "Straia公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/straia", "publishedAt": null, @@ -105914,7 +106150,7 @@ }, { "id": "SRPRO1-P-SR006R-C52", - "companyId": null, + "companyId": "AI215", "title": "SUN公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/sun", "publishedAt": null, @@ -107913,6 +108149,237 @@ "kind": "公司公开交付/收费/合同范围核对", "summary": "政策主体AGI Comp, Inc.，称不卖/不训练，可联系启用端到端加密；处理录音/转写/截图及第三方，客户协议另定。", "limitation": "未见精确政策日；显示sonatic.com/terms的链接实际指cluely.com，未以该外域条款代Sonatic合同或据链接认关联。启用加密不是默认已端到端，禁训练不等零采集/外传。" + }, + { + "id": "SRLEARN1-AUTO-HOME", + "companyId": "AI211", + "title": "Auto当前照片库助手与旧Frames分列", + "url": "https://auto.inc/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "当前Auto Photos用于照片整理、检索和问答，连接个人助手；页脚Automatic Platforms Inc.，原档案Frames相机小应用为较早业务描述。", + "limitation": "未安装插件、授权照片或同步相册，当前交付按照片库任务分类；品牌更新不代注册年变化或新公司，旧产品收入不自动迁入。" + }, + { + "id": "SRLEARN1-AUTO-TERMS", + "companyId": "AI211", + "title": "Auto内容许可和模型训练条款", + "url": "https://auto.inc/terms", + "publishedAt": "2026-06-01", + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "2026-06-01主体Automatic Platforms Inc.，AI/自动化工作流、第三方处理及内容/输出的服务改进许可，包括模型训练。", + "limitation": "条款仍含旧Frames描述，不代当前所有照片功能/实际采购；不训练第三方与公司自身训练不同，未上传内容，独立注册未核。" + }, + { + "id": "SRLEARN1-AUTO-PRIVACY", + "companyId": "AI211", + "title": "Auto一般内容与Google来源训练范围", + "url": "https://auto.inc/privacy", + "publishedAt": "2026-06-12", + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "2026-06-12政策一般用户内容可改进/训练自己的模型，Google Workspace来源另有限制，第三方LLM可处理但不用于其模型训练。", + "limitation": "不能统一写相册零上传/零训练，也不据泛化政策推实际已训练所有照片；具体分享/删除/权限未实测。" + }, + { + "id": "SRLEARN1-AUTO-APP", + "companyId": "AI211", + "title": "Auto Photos商店公开发布", + "url": "https://apps.apple.com/us/app/auto-photos-camera-roll/id6817892151", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "官网链接应用商店当前产品核对", + "summary": "官网所链美国App Store列Automatic Platforms Inc、免费、iPhone照片库/按问句创建相册；可核当前发布版本。", + "limitation": "未下载/运行，免费入口不等公司零收入/未来不收费；应用评分非付费量或技术实测，开发者隐私标签非Apple核验。" + }, + { + "id": "SRLEARN1-CLAIR-HOME", + "companyId": "AI212", + "title": "Clair生理信号推算与待完成验证", + "url": "https://www.wearclair.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "官网以腕部生理信号/机器学习计算激素洞察，早期原型对照尿检；自报10万女性去识别临床数据训练，生产硬件研究仍在启动/待发布。", + "limitation": "间接推算不当直接化学测量或独立临床/监管认可；不读患者数据/招募表，不以world model标签升级通用基座或验证医疗有效性。" + }, + { + "id": "SRLEARN1-CLAIR-PRICE", + "companyId": "AI212", + "title": "Clair预订硬件与促销订阅", + "url": "https://www.wearclair.com/#preorder", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "当前founding member原$295含六个月Premium促销、免费地面配送，设备标2027年1月交付，32K+加入为自报。", + "limitation": "未下单，具体订阅续费金额未知，预订/加入量不等已交货/付费或当前MRR，不能按295乘32K估收入。" + }, + { + "id": "SRLEARN1-CLAIR-TERMS", + "companyId": "AI212", + "title": "Clair wellness条款和软件收费", + "url": "https://www.wearclair.com/terms/", + "publishedAt": "2026-01-26", + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "2026-01-26主体Clair Health Inc.，明确general wellness非医疗设备；部分功能需续订、基础本地存储/端侧AI无订阅仍可用。", + "limitation": "网站条款不代硬件已交付/临床验证或实际保修/退款订单，标价/订阅允许不证明实收；独立注册未核。" + }, + { + "id": "SRLEARN1-CLAIR-PRIVACY", + "companyId": "AI212", + "title": "Clair客户健康数据与训练研究范围", + "url": "https://www.wearclair.com/privacy/", + "publishedAt": "2026-10-21", + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "2026-10-21自述健康数据在手机本地，账号/付款等基础服务分开；研究参与需另行同意，和官网既有去识别临床训练集分别记录。", + "limitation": "仅厂商架构/政策，未独立验证端侧、权限或研究/安全报告；隐私用语不代真实部署。客户健康数据、账号资料和外部训练集不能混同。" + }, + { + "id": "SRLEARN1-CLAIR-SR", + "companyId": "AI212", + "title": "Clair D2C收入与B2B签约原标签", + "url": "https://speedrun.a16z.com/companies/clair-health", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公开投资方档案分渠道财务口径核对", + "summary": "档案自报2025、7人，原$800K D2C revenue、$18M B2B contracts signed in <8 weeks。", + "limitation": "未给币种ISO、业务日/实际期间、D2C是否预订收款/已履约净收入及B2B期限/取消/收款。两数不合并/摊ARR；当前官网预计2027交货不自动证实或否定历史金额。" + }, + { + "id": "SRLEARN1-PICPET-HOME", + "companyId": null, + "title": "PicPet当前主页和政策入口缺项", + "url": "https://picpet.app/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "当前主页仅社交宠物/Feed your friendship、O3O Labs与商店链接；Terms/Privacy的Notion直达返回404。", + "limitation": "不绕过Notion权限/登录；主页和政策缺项不判不存在/不安全或财务造假，未核具体AI任务，保留pending-ai。" + }, + { + "id": "SRLEARN1-PICPET-APP", + "companyId": null, + "title": "PicPet真实应用及订阅但AI范围未核", + "url": "https://apps.apple.com/tw/app/picpet/id6742077014?l=en-GB", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "官网链接应用商店当前交付与收费核对", + "summary": "官网所链商店列O3O Labs Inc、社交照片养宠，PicPet+原US$3.99/月或39.99/年，区域价格可变；照片变宠物等更新描述。", + "limitation": "订阅标价/真实应用不自动证明AI主营；未核图像生成/理解实现、付费数/退款净费，评论/评分不入个人数据或收入表。" + }, + { + "id": "SRLEARN1-PICPET-SR", + "companyId": null, + "title": "PicPet活跃与留存声明范围", + "url": "https://speedrun.a16z.com/companies/picpet", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公开投资方档案采用/留存口径核对", + "summary": "原档案2025、6人，200K+ DAU及45% D90 bounded retention自报。", + "limitation": "未给DAU截止日、留存cohort/分母/计算法或付费转化；bounded retention不当所有新增用户恰好第90日留存，不能乘订阅标价估MRR。" + }, + { + "id": "SRLEARN1-SNAPP-HOME", + "companyId": "AI213", + "title": "Snapp当前体育分析/预测市场产品", + "url": "https://www.trysnapp.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "当前从体育信息feed扩展为体育分析、fantasy/预测市场研究与个人第三方账户连接；公司称不持有客户资金，页面是sample data。", + "limitation": "仅商业分类不提供投注/交易建议或连接账户；用户资金/示例市场量/赔付非Snapp收入，#1榜由Snapp维护，非独立验证或回报承诺。" + }, + { + "id": "SRLEARN1-SNAPP-PRICE", + "companyId": "AI213", + "title": "Snapp免费到分档订阅", + "url": "https://www.trysnapp.ai/#pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "初始月Free原$0、Basic10、Pro25、Pro+100，按消息/研究等级/模型功能分档；页脚Snapp Stats, Inc.。", + "limitation": "未验证年付价格/付款，标价不是实收；数据/模型/外部平台成本和不限消息公平使用需合同，不能用排行榜/用户结果估净费。" + }, + { + "id": "SRLEARN1-SNAPP-LEGAL", + "companyId": "AI213", + "title": "Snapp条款读取限制", + "url": "https://www.trysnapp.ai/terms", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "公开条款地址跳至app.trysnapp.ai/terms但抓取无正文；营销主页普通HTTP403，浏览缓存正文/价格可读。", + "limitation": "未登录/授权钱包、安装或交易；不把营销文案代实际服务合同/地区可用性，不据抓取差异判断财务风险。" + }, + { + "id": "SRLEARN1-STRAIA-HOME", + "companyId": "AI214", + "title": "Straia高校数据BI与托管接入", + "url": "https://www.straia.io/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "面向高校管理/IR/学务等，SIS/LMS/CRM数据整合和自然语言BI；团队负责摄取/映射/设置及日常维护。", + "limitation": "机构留存/招生/财务指标是客户数据不是Straia收入；FERPA/加密/权限为自报，未接学生记录或公共try入口，集成与持续服务非零成本。" + }, + { + "id": "SRLEARN1-STRAIA-TERMS", + "companyId": "AI214", + "title": "Straia教育分析服务及订阅条款", + "url": "https://www.straia.io/terms", + "publishedAt": "2026-03-01", + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "2026-03-01主体Straia, Inc.，教育数据集成/分析/报告，订阅可取消至已付期结束。", + "limitation": "没有公开具体金额/计费分母或实际机构订单，网站订阅条款不证明付费/数据合规，独立注册和客户DPA未核。" + }, + { + "id": "SRLEARN1-SUN-HOME", + "companyId": "AI215", + "title": "SUN当前生成音频与未来连接", + "url": "https://sunapp.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "提示或资料生成播客/音频课程/有声内容，可选语言/时长/声音，计划和个人生成入口；邮箱/日历/笔记连接明确coming soon。", + "limitation": "未生成音频/克隆声音/安装skill或调用API；第三方模型调用及产品名不当自研通用基础模型，学习/听感效果未独立测试。" + }, + { + "id": "SRLEARN1-SUN-PLANS", + "companyId": "AI215", + "title": "SUN额度页无可核金额", + "url": "https://sunapp.ai/plans", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "公开plans页称credits转音频且不失效，读取时没有实际价格/套餐金额，页脚Blue Energy People, Inc.。", + "limitation": "额度、模型/时长费率及实际付费未知，不能把计划页或不失效额度当已实现订阅/ARR；没有购买/获取API Key。" + }, + { + "id": "SRLEARN1-SUN-TERMS", + "companyId": "AI215", + "title": "SUN购买尚未开启的公开条款", + "url": "https://sunapp.ai/terms", + "publishedAt": "2026-08-05", + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "2026-08-05条款Blue Energy People, Inc.，消费credits但称购买尚未开启、按钮禁用、收费前将公布价格/退款；未来额度是预付使用许可。", + "limitation": "仅条款状态，未测支付；不能因privacy有subscription字段认当前已收费，未来额度现金与生成履约分开，具体当前商业合同未知。" + }, + { + "id": "SRLEARN1-SUN-PRIVACY", + "companyId": "AI215", + "title": "SUN第三方生成与存储/分享范围", + "url": "https://sunapp.ai/privacy", + "publishedAt": "2026-10-18", + "accessedAt": "2026-11-01", + "kind": "公司公开产品/收费/合同范围核对", + "summary": "2026-10-18政策提示/源材料送第三方语言/TTS服务，音频存储用于回听，默认账户内、主动分享后链接持有人可听；不训练自家通用模型。", + "limitation": "禁通用模型训练不等零外传/零存储，连接个人助手会有另外资料范围，未授权/输入文件或他人声音；实际安全/删除未经独立测试。" } ], "reviews": [ @@ -119260,6 +119727,138 @@ "companyIds": [ "AI207" ] + }, + { + "id": "SRLEARN1-R-BOUNDARY", + "type": "个人/健康/教育和音频当前交付分类", + "company": "本批六个候选", + "scope": "dataset", + "summary": "五项2025自报与当前AI产品对应，PicPet保留具体AI待核，补21证据及两条Clair原始财务声明。", + "handling": "原493观测、公司及YC覆盖保留，新两条excluded无ARR标签/比较组，不改收入样本；不触发生成/支付/连接或读用户/健康/学生数据。", + "evidenceIds": [ + "SRLEARN1-AUTO-HOME", + "SRLEARN1-CLAIR-HOME", + "SRLEARN1-PICPET-HOME", + "SRLEARN1-SNAPP-HOME", + "SRLEARN1-STRAIA-HOME", + "SRLEARN1-SUN-HOME" + ] + }, + { + "id": "SRLEARN1-R-CLAIR", + "type": "D2C收入、签约与未来发货范围", + "company": "Clair Health", + "scope": "companies", + "summary": "档案800K D2C revenue和18M B2B contracts为不同渠道/口径，官网当前预订预计2027年1月发货，295含六个月促销而非未来月费金额。", + "handling": "原数分别保留excluded，不能据当前预订自动否定历史声明，也不能把标签当经审核净费；需实际期间/货权交付、退款、B2B合同期限/取消/净额及付款，金额不合并、不摊ARR。", + "evidenceIds": [ + "SRLEARN1-CLAIR-SR", + "SRLEARN1-CLAIR-PRICE", + "SRLEARN1-CLAIR-TERMS" + ], + "companyIds": [ + "AI212" + ] + }, + { + "id": "SRLEARN1-R-PICPET", + "type": "真实应用/订阅与AI、留存缺项", + "company": "PicPet", + "scope": "excluded-candidate", + "summary": "商店社交宠物/照片和3.99月/39.99年价可读，AI具体实现未核；200K+DAU及45% D90 bounded retention为档案自述，政策Notion404。", + "handling": "继续候选，不因动物互动/AI批次自动纳AI主营。活跃不等付费，bounded留存不等恰好D90点留存；需日期/cohort/分母及净订阅、广告/内购分解，不按DAU乘标价。", + "evidenceIds": [ + "SRLEARN1-PICPET-HOME", + "SRLEARN1-PICPET-APP", + "SRLEARN1-PICPET-SR" + ] + }, + { + "id": "SRLEARN1-R-DATA", + "type": "训练、第三方处理和原始数据范围", + "company": "Auto、Clair、SUN", + "scope": "companies", + "summary": "Auto一般内容可训练自家而Google/第三方模型另限；Clair自述客户健康本地与既有临床去识别训练集分开；SUN文本/TTS第三方处理并存储音频。", + "handling": "不能统一写无训练/无外传或用隐私措辞证明部署。Photos当前任务与旧Frames条款分列；客户与外部训练集、生成内容及主动分享不同。均无真实数据授权/独立验证。", + "evidenceIds": [ + "SRLEARN1-AUTO-TERMS", + "SRLEARN1-AUTO-PRIVACY", + "SRLEARN1-CLAIR-HOME", + "SRLEARN1-CLAIR-PRIVACY", + "SRLEARN1-SUN-PRIVACY" + ], + "companyIds": [ + "AI211", + "AI212", + "AI215" + ] + }, + { + "id": "SRLEARN1-R-TECH", + "type": "自有排行榜、健康原型和未来功能限制", + "company": "Snapp AI、Clair、SUN", + "scope": "companies", + "summary": "Snapp当前榜由自身维护且示例市场/赔付为sample；Clair间接信号推算与原型/待开展生产研究分开；SUN未来连接未当现有集成。", + "handling": "仅description，不把排名当独立评测/收益保证、健康洞察当医疗诊断或生成产品名当新通用模型；不读患者资料/下注/生成声音，所有模型/效果未独立测试。", + "evidenceIds": [ + "SRLEARN1-SNAPP-HOME", + "SRLEARN1-CLAIR-HOME", + "SRLEARN1-CLAIR-TERMS", + "SRLEARN1-SUN-HOME" + ], + "companyIds": [ + "AI213", + "AI212", + "AI215" + ] + }, + { + "id": "MODEL1-AUDIO-CREDITS", + "type": "商业模式初评", + "company": "预付音频额度与持续生成成本", + "scope": "companies", + "summary": "已核事实：SUN公开plans无可核金额，条款说购买未开、未来credits为预付许可，生成依赖第三方语言/TTS和音频存储；连接部分未来。", + "handling": "待验证判断：先确认可收费产品/合同和按模型、时长/质量的额度扣费，记录文本/TTS、重试/重生成、存储/播放及版权/声音许可成本。预付现金、未耗额度与实际生成履约分账；不失效额度有持续负担，付费/重复使用和退款待核，不从UI credits或API入口推订阅ARR。", + "evidenceIds": [ + "SRLEARN1-SUN-PLANS", + "SRLEARN1-SUN-TERMS", + "SRLEARN1-SUN-PRIVACY" + ], + "companyIds": [ + "AI215" + ] + }, + { + "id": "MODEL1-CAMPUS-BI", + "type": "商业模式初评", + "company": "高校行业BI＋数据接入托管", + "scope": "companies", + "summary": "已核事实：Straia统一SIS/LMS/CRM供高校自然语言分析，团队负责映射/设置和维护，条款支持订阅但实价/机构合同未给。", + "handling": "待验证判断：按真实学校预算/采购周期分软件续费、数据接入和持续托管，记录数据清洗/映射、权限/审计、模型/存储和客户支持工时。核每机构交付验收/回款、持续使用与跨学年续约，校方招生/留存/财务改善不代平台收入，合规须客户协议/独立证据。", + "evidenceIds": [ + "SRLEARN1-STRAIA-HOME", + "SRLEARN1-STRAIA-TERMS" + ], + "companyIds": [ + "AI214" + ] + }, + { + "id": "MODEL1-WEARABLE-PREORDER", + "type": "商业模式初评", + "company": "wellness硬件预订＋软件订阅", + "scope": "companies", + "summary": "已核事实：Clair295预订含六个月Premium，预计2027发货；部分功能未来付费、基础端侧可用；原D2C/B2B两财务口径不等经常性净费。", + "handling": "待验证判断：先核预订现金、实际交货/退货及B2B项目净额，再分硬件与软件履约。记录制造/传感器、验证/研究、保修/物流/客服与持续模型成本；免费促销转付费及硬件复购/订阅留存独立验证，不按未交货客户或合同额推当前ARR/毛利，不以wellness宣传作临床保证。", + "evidenceIds": [ + "SRLEARN1-CLAIR-PRICE", + "SRLEARN1-CLAIR-TERMS", + "SRLEARN1-CLAIR-SR", + "SRLEARN1-CLAIR-HOME" + ], + "companyIds": [ + "AI212" + ] } ], "coverage": { @@ -136418,7 +137017,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006", "accessedAt": "2026-11-01", - "scope": "公开有限名单59项；34关联、5旧年、0既有超年、3品牌/年份待核、17当前AI/主体待核。机器人评估/硬件、Agent测试、模型后训练与工作助手按具体交付关联，原位置/URL和证据保留；名单不等独立技术/财务验收。", + "scope": "公开SR006有限名单59项；39关联、5旧年、0既有超年、3品牌/年份待核、12当前AI/主体待核。照片/健康/体育/高校/音频任务关联，PicPet真实应用/订阅可读但AI仍缺；原位置/URL/证据保留。", "complete": false, "records": [ { @@ -136527,15 +137126,20 @@ "id": "SR006R-C07", "name": "Auto", "url": "https://speedrun.a16z.com/companies/auto", - "categoryId": "C00", + "categoryId": "C09", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C07" + "SRPRO1-P-SR006R-C07", + "SRLEARN1-AUTO-HOME", + "SRLEARN1-AUTO-TERMS", + "SRLEARN1-AUTO-PRIVACY", + "SRLEARN1-AUTO-APP" ], - "note": "已读独立档案，自报Founded 2025、3人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。", + "companyId": "AI211" }, { "id": "SR006R-C08", @@ -136620,15 +137224,21 @@ "id": "SR006R-C13", "name": "Clair Health", "url": "https://speedrun.a16z.com/companies/clair-health", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C13" + "SRPRO1-P-SR006R-C13", + "SRLEARN1-CLAIR-HOME", + "SRLEARN1-CLAIR-PRICE", + "SRLEARN1-CLAIR-TERMS", + "SRLEARN1-CLAIR-PRIVACY", + "SRLEARN1-CLAIR-SR" ], - "note": "已读独立档案，自报Founded 2025、7人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。", + "companyId": "AI212" }, { "id": "SR006R-C14", @@ -136977,9 +137587,12 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C35" + "SRPRO1-P-SR006R-C35", + "SRLEARN1-PICPET-HOME", + "SRLEARN1-PICPET-APP", + "SRLEARN1-PICPET-SR" ], - "note": "已读独立档案，自报Founded 2025、6人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "商店可核社交照片宠物与PicPet+订阅，具体当前AI理解/生成实现仍缺，保留pending-ai；Notion条款404。200K+DAU/45%D90 bounded retention无日期/分母及付费转化，不乘US$3.99估MRR。" }, { "id": "SR006R-C36", @@ -137203,15 +137816,19 @@ "id": "SR006R-C49", "name": "Snapp AI", "url": "https://speedrun.a16z.com/companies/snapp-ai", - "categoryId": "C00", + "categoryId": "C09", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C49" + "SRPRO1-P-SR006R-C49", + "SRLEARN1-SNAPP-HOME", + "SRLEARN1-SNAPP-PRICE", + "SRLEARN1-SNAPP-LEGAL" ], - "note": "已读独立档案，自报Founded 2025、6人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。", + "companyId": "AI213" }, { "id": "SR006R-C50", @@ -137238,29 +137855,37 @@ "id": "SR006R-C51", "name": "Straia", "url": "https://speedrun.a16z.com/companies/straia", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C51" + "SRPRO1-P-SR006R-C51", + "SRLEARN1-STRAIA-HOME", + "SRLEARN1-STRAIA-TERMS" ], - "note": "已读独立档案，自报Founded 2025、8人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。", + "companyId": "AI214" }, { "id": "SR006R-C52", "name": "SUN", "url": "https://speedrun.a16z.com/companies/sun", - "categoryId": "C00", + "categoryId": "C08", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C52" + "SRPRO1-P-SR006R-C52", + "SRLEARN1-SUN-HOME", + "SRLEARN1-SUN-PLANS", + "SRLEARN1-SUN-TERMS", + "SRLEARN1-SUN-PRIVACY" ], - "note": "已读独立档案，自报Founded 2025、3人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。", + "companyId": "AI215" }, { "id": "SR006R-C53", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index fcecd09..09ef221 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr-robot-evals-1", + "version": "2026-11-01-sr-learning-health-1", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138旧年、88自报两年：49已补官网关联、34当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批129关联、1既有超年、145旧年、6品牌/年份、40当前AI/交付待核。新增SafeWorld/Sparta/Syncere/ThirdBrain/Dispatcher/Sonatic并保留封闭beta、邀请预订/候补、法律页和当前版本缺项。新增20证据，不增经营观测；原493、ARR/MRR和YC覆盖保留。厂商历史20/20含4已知差异，不当当前/独立验收；未来月费/候补不作ARR。", - "nextCheck": "继续34个新批次及SR007六个主营待核、10复用变化；核品牌/注册及实际合同/付费。Sparta当前候选/连接器验收和额度成本、Syncere制造/交付/保修/未来费率、ThirdBrain权重IP及专家训练成本、SafeWorld实际评估协议、Dispatcher实体运营及Sonatic权限/本域条款缺项需补。不以历史厂商报告、演示/候补或未来报价推当前性能、ARR/造假概率。", + "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138旧年、88自报两年：54已补官网关联、29当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批134关联、1既有超年、145旧年、6品牌/年份、35当前AI/交付待核。新增Auto/Clair/Snapp/Straia/SUN，PicPet应用/订阅存在但AI任务待核。新增21证据和两条Clair原始财务声明，均排除比较；原493、ARR/MRR及YC覆盖保留。免费/购买未开、2027预订、D2C标签和B2B签约/用户留存分列，不当当前ARR/独立能力或临床认证。", + "nextCheck": "继续29个新批次及SR007六个主营待核、10复用变化；核成立/品牌/注册及实际合同。Clair两渠道期间/财务日、预订/交货退款和软件促销转费，Auto当前Photos与旧Frames、Snapp条款/收费和自有榜，Straia机构采购/接入维护，SUN购买开放及每分钟/模型额度成本，PicPet实际AI/留存分母和政策缺项待补。不得从DAU、合同/标价、预测结果或训练规模推ARR/造假概率。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3189,8 +3189,8 @@ }, "outsideTargetYears": 138, "targetYearSelfReports": 88, - "newLinkedCompanies": 49, - "pendingCurrentAIOrIdentity": 34, + "newLinkedCompanies": 54, + "pendingCurrentAIOrIdentity": 29, "records": [ { "candidateId": "SR001R-C01", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index fe9e1e8..4da0356 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr-robot-evals-1", + "sourceVersion": "2026-11-01-sr-learning-health-1", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",