From 28ced713dc0baa7c110531fcfe2b5d6e8e2e52f3 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 20:22:00 +0800 Subject: [PATCH] Preserve unspecified period of the AfterQuery run-rate claim --- content/research/ai-companies.seed.json | 11 +++++------ content/research/ai-income-analysis.json | 2 +- 2 files changed, 6 insertions(+), 7 deletions(-) diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index f41789e..77eef01 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-income-boundaries-1", + "version": "2026-10-30-income-boundaries-2", "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": [ @@ -2871,7 +2871,7 @@ "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": "官方列评估、数据、后训练和驻场交付；合同、验收与实际付费结构未核。", - "notes": "保留官网历史收入运行率线索；经常性ARR、实际截至日和币种仍未明确，不作为十月现状或可比样本。专家及数据采购、项目与许可收入须拆分；融资、估值和招聘数排除。", + "notes": "保留官网历史收入运行率线索；运行率周期、经常性ARR、实际截至日和币种仍未明确，不补成年化收入，不作为十月现状或可比样本。专家及数据采购、项目与许可收入须拆分；融资、估值和招聘数排除。", "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": "费用由单独协议或订单约定，本轮未取得统一价表", @@ -32205,10 +32205,9 @@ "evidence": "AQ-RUNRATE", "scope": "公司整体", "selection": "historical", - "reason": "收入运行率未展开经常性、年化与总额/净额定义；无明确当前截至日和币种，不进ARR或MRR比较组", + "reason": "原文未展开运行率周期、经常性及总额/净额定义；无明确指标截至日和币种，不补成年化收入或ARR，不进MRR比较组", "bound": ">", - "comparisonGroup": null, - "metric": "annualized-revenue" + "comparisonGroup": null } ], "evidence": [ @@ -47214,7 +47213,7 @@ "accessedAt": "2026-10-30", "kind": "公司官方收入声明", "summary": "官网当前正文自述revenue run rate超过$100m，文章标2026-04-09。", - "limitation": "未写明确经常性ARR，未说明币种、指标具体截至日、年化方法、总额/净额及成本。页面可能后续更新；发表日不当指标截至日，非审计或当前十月收入。" + "limitation": "未写明确经常性ARR，未说明币种、运行率周期、指标具体截至日、计算方法、总额/净额及成本。页面可能后续更新；发表日不当指标截至日，非审计或当前十月收入。" }, { "id": "AQ-SOLUTIONS", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 9a13bef..d2fc7c5 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-income-boundaries-1", + "sourceVersion": "2026-10-30-income-boundaries-2", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",