From 28fa155829fc56d523928cda5f81c59180edf078 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 06:58:06 +0800 Subject: [PATCH] =?UTF-8?q?=E6=B7=B1=E5=8C=968=E5=AE=B6AI=E5=85=AC?= =?UTF-8?q?=E5=8F=B8=E6=94=B6=E5=85=A5=E5=A3=B0=E6=98=8E=E5=8F=8A=E5=90=88?= =?UTF-8?q?=E5=90=8C=E5=B9=B6=E8=B4=AD=E5=8F=A3=E5=BE=84=E6=A0=B8=E6=9F=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 8 +- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 8 +- .../docs/ai-company-research/00-overview.md | 19 +- .../02-coverage-and-gaps.md | 12 +- content/research/ai-companies.seed.json | 535 +++++++++++++++--- content/research/ai-income-analysis.json | 2 +- 7 files changed, 481 insertions(+), 105 deletions(-) diff --git a/README.md b/README.md index 1077c26..36bf05e 100644 --- a/README.md +++ b/README.md @@ -98,10 +98,10 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 155 条经营与技术观测。 -其中保留 72 家个案资料、927 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 170 条经营与技术观测。 +其中保留 80 家个案资料、919 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 -新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；40条核查中29条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 +新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；48条核查中37条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 Bud保留为2025成立且YC标记已收购的案例；Rocket.new按前身2021成立、2025产品上线的转型对照记录，历史ARR不混入新成立公司同期统计。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 @@ -137,7 +137,7 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 新增业务分类优先匹配主营简介，再参考目录标签；未匹配者进入待分类组。 初分规则位于 `scripts/classify-ai-profiles.py`，只生成待评审标签，不执行抓取或构建。 目录基础项保留 `classificationBasis` 和 `directoryTags` 供复核。 -当前目录基础项中160条已人工复核主营与买家，Contrario已深化为个案。`directoryOrigin`保留原发现来源，`profileOnly`只表示当前资料深度；深化不改变原候选池新增928条的审计分母。 +当前目录基础项中160条已人工复核主营与买家，Contrario及8条收入声明/排除案例已深化为个案。`directoryOrigin`保留原发现来源，`profileOnly`只表示当前资料深度；深化不改变原候选池新增928条的审计分母。 分类按主要工作任务和买家判断，例如Paragon归客户与收入运营，Oki归消费者应用，Lucidic归Agent设施。市场支出、采用规模、性能主张及客户收益均不作为公司收入。 其中121条原待分类记录已按YC官方业务介绍人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； 仍有3条因简介不足保留待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 69b740c..777137f 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -188,7 +188,7 @@ async function main() { assert.equal(research.companies.length, 1015); assert.equal(research.categories.length, 11); assert.equal(research.evidence.length, 1086); - assert.equal(research.observations.length, 155); + assert.equal(research.observations.length, 170); 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 29ba34b..168cb3b 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -25,7 +25,7 @@ test("research revisions share the authentication database and preserve replay l const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1015); assert.equal(initial.evidence.length, 1086); - assert.equal(initial.observations.length, 155); + assert.equal(initial.observations.length, 170); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -62,7 +62,7 @@ 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, 29); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 37); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 3); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 8); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -84,10 +84,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); assert.equal(summary.reduce((n, c) => n + c.count, 0), 1015); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 18); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 24); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 974); 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")); diff --git a/content/docs/ai-company-research/00-overview.md b/content/docs/ai-company-research/00-overview.md index 63aedef..9df6a34 100644 --- a/content/docs/ai-company-research/00-overview.md +++ b/content/docs/ai-company-research/00-overview.md @@ -18,7 +18,7 @@ | 消费者个人应用 | nutrIA、Calyra、Verbi、ABMAXX | 有平台收入与订阅记录；订阅份数不是独立人数 | 渠道成本、后续月份留存、平台抽成后利润 | 取消与退款、月/年套餐结构、重复订阅 | | 创意软件与制作服务 | Speel.co、Laper、GetEbook AI、White Glove Content | 软件订阅和交付服务必须分组 | 合格交付的计算与人工成本、返工率、重复购买 | 项目收入占比、人工工时、产能 | | 小企业综合Agent | Runable（AI059） | 公司披露历史ARR里程碑；[官方公告](https://runable.com/blogs/runable-grow) | 限定一个任务，测完整成功率、收费与执行成本 | 当前付费客户、续费、推理成本、人工接管 | -| 行业专业Agent与服务 | Kaizen、Trapeze、Panacea | 官方介绍可确定买家场景，收入不可比 | 采购周期、上线工时、失败处理与验收标准 | 合同、经常性与实施费拆分、使用深度 | +| 行业专业Agent与服务 | LunaBill、Plena Health、Bizmark | 有合同ARR、数量级或ARR自述，日历截止日和交付拆分不完整 | 采购周期、上线工时、失败处理与验收标准 | 合同、经常性与实施费拆分、使用深度 | | 模型、算力与机器人 | Wafer、Induction Labs、Congruent | 可确定产品方向；团队小或融资多不证明单位经济 | 客户真实负载、性能成本、交付与售后成本 | 同口径收入、资本开支、独立性能测试 | **对我们商业试验的推论：** 先选择能接触真实买家、结果可验收、成本可计量的工作流，比较软件订阅与服务交付的实际毛利，再评估是否扩成综合Agent。当前证据不足以断定某类必然更赚钱；平台数据更适合帮助选择访谈与试验对象。 @@ -37,4 +37,21 @@ | 公司、投资方与媒体重复一个数字 | 追到首发声明及独立底账 | 多篇转述不等于独立证据 | | 声明撤回、口径变更或含并购业务 | 保留历史版本，拆分边界并核对更正原因 | 单个异常无法生成可靠造假概率 | +### 从原文到可比较收入：新增核查实例 + +以下均为2026-10-30读取的公司自述，读取日不代表收入业务截止日。点击公司可查看分项观测、核查和原始来源。原文仅有美元符号时保留币种待核；未给币种的数字不补成美元。 + +| 公司 | 原始声明 | 数据表处理 | 对商业模式评估的影响 | +| --- | --- | --- | --- | +| [Risely AI](/docs/other-research/ai-company-research/overview?company=YC30724#research-company-detail) | 上线六周达到8千MRR，原文$ | 保存MRR；无日历截止日，不转换为同期ARR | 高校系统集成还需核实施成本、采购周期与续约 | +| [Hyper](/docs/other-research/ai-company-research/overview?company=YC31548#research-company-detail) | 上线十二天达到1千MRR、采用团队50多 | 币种未列；采用团队不直接当付费客户 | 试点与持续付费需要分开；不直接算每团队收入 | +| [Bizmark](/docs/other-research/ai-company-research/overview?company=YC32200#research-company-detail) | 工厂产品10.8万ARR，原文$ | 保留声明；创始人此前6000万业务收入排除 | 核对软件与定制集成收入、上线成本及客户集中度 | +| [LunaBill](/docs/other-research/ai-company-research/overview?company=YC30997#research-company-detail) | 76.4万contracted ARR，其中42.8万称live revenue，原文$ | 合同承诺、已上线部分分别保存，不相加；后者未擅自补为ARR | 上线转化和已验收用量比总合同承诺更能检验交付；客户追回款项排除 | +| [Plena Health](/docs/other-research/ai-company-research/overview?company=YC31493#research-company-detail) | 七位数committed/contracted ARR | 仅存数量级下界，不填精确100万；八个月/十个月表述保留 | 年度或多年合同需拆上线状态、取消条款和定制实施费 | +| [Brickwise](/docs/other-research/ai-company-research/overview?company=YC30847#research-company-detail) | 销售管线中有超过100万cARR的企业合同，原文$ | 不确认成已签或已实现ARR；融资及前公司业绩排除 | 大合同集中度和签约到上线的转化需要单独核查 | +| [Radley](/docs/other-research/ai-company-research/overview?company=YC33020#research-company-detail) | 收购诊所带来460万年化收入，另有220万合同，原文$ | 收购、交割与并表边界未核，不当纯软件ARR，不把两项相加 | 医疗服务收入需结合医生工时、收购成本与经营毛利，不能直接与SaaS比较 | +| [Misprint](/docs/other-research/ai-company-research/overview?company=YC30302#research-company-detail) | 创始人此前卖卡50万ARR，原文$ | 发布帖明确早于平台构想，排除平台收入 | 卡牌销售额、交易额、平台佣金与软件订阅是不同口径 | + +这批记录补充了收入定义差异，尚未增加同日同币种的可比ARR样本。合同承诺、并购业务或履历混入会使领域均值失真；资料有这些差异本身不证明财务造假。 + 下一轮优先取得统一业务截止日的ARR定义、付费客户变动、留存、收入与现金勾稽、直接成本及可独立复核的来源。缺项留在表内并保持未知。上述核查是研究流程，不是审计意见。 diff --git a/content/docs/ai-company-research/02-coverage-and-gaps.md b/content/docs/ai-company-research/02-coverage-and-gaps.md index b0a2587..9a3b7e5 100644 --- a/content/docs/ai-company-research/02-coverage-and-gaps.md +++ b/content/docs/ai-company-research/02-coverage-and-gaps.md @@ -17,7 +17,7 @@ | AI业务待确认 | 192 | 不强行把背景关键词当主营 | | 成立年与批次冲突 | 6 | 另保留核查记录 | -全表由927条目录基础项和88条个案或平台记录组成。候选池已匹配项之外另有53条记录，包含其他来源及发布/转型对照；其中已有1条原目录记录深化为个案，仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。 +全表由919条目录基础项和96条个案或平台记录组成。候选池已匹配项之外另有53条记录，包含其他来源及发布/转型对照；其中已有9条原目录记录深化为个案，仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。 ## 成立年与证据深度 @@ -27,13 +27,13 @@ | 记录为2026年成立 | 391 | 不将产品发布日期代替成立日 | | 成立年未知或范围外 | 5 | 发布/转型对照单列，不进入两年成立分组 | | 目录业务分类人工复核 | 160 | 仅复核主营分类，不代表技术或财务审计 | -| 其他目录基础项 | 767 | 规则初分或资料不足，继续待复核 | +| 其他目录基础项 | 759 | 规则初分或资料不足，继续待复核 | | 有团队数字 | 945 | 多为自报Team Size或Employees，时点与口径不统一 | | 专项技术证据记录 | 6 | 其中3条自述、2条公开材料、1条第三方评测 | -| 公司披露收入线索 | 18 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | +| 公司披露收入线索 | 24 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | | 仅平台收入线索 | 16 | 同时有公司披露者计入上一行，不重复计数 | | 仅第三方估算 | 1 | 不与直接披露混合 | -| 暂无可用收入数字 | 980 | 包含尚未逐家搜索的目录项，不代表没有收入 | +| 暂无可用收入数字 | 974 | 包含尚未逐家搜索的目录项，不代表没有收入 | ## 业务分类与数据入口 @@ -43,9 +43,9 @@ | [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 103 | | [Agent 开发与运行设施](/docs/other-research/ai-company-research/overview?category=C03) | 51 | | [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 109 | -| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 177 | +| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 176 | | [客户与收入运营](/docs/other-research/ai-company-research/overview?category=C06) | 52 | -| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 320 | +| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 321 | | [内容与创意](/docs/other-research/ai-company-research/overview?category=C08) | 45 | | [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 45 | | [机器人及实体产业](/docs/other-research/ai-company-research/overview?category=C10) | 81 | diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 080f49b..cffbd81 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-depth-2", + "version": "2026-10-30-depth-3", "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": [ @@ -2819,25 +2819,27 @@ "year": 2025, "team": 4, "location": "New York City, NY", - "business": "公司简介：Misprint is building Robinhood for Pokemon cards", - "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": "结合机器学习估价与买卖撮合的收藏卡交易市场。", + "buyer": "收藏卡买家、卖家与收藏者", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "简介的50万ARR属于创始人此前卖卡业务；发布帖明确该业务在Misprint构想之前，不认作平台ARR。", "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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30302" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合机器学习估价与买卖撮合的收藏卡交易市场。 按主要买家与工作任务归类。", "directoryTags": [ "Marketplace", "Consumer" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "交易市场；平台费率及自营库存占比未知" }, { "id": "YC30303", @@ -8274,26 +8276,28 @@ "id": "YC30724", "name": "Risely AI", "url": "https://www.ycombinator.com/companies/risely-ai", - "cat": "C05", + "cat": "C07", "year": 2025, "team": 8, "location": "San Francisco", - "business": "公司简介：AI agents that automate administrative work across college campuses.", - "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": "接入高校学生、教学与客户系统，自动化学生顾问及行政工作。", + "buyer": "高校学生服务、行政及信息化团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "披露上线六周达到8千MRR，但无日历截止日和币种代码；创始人过往业绩及教育市场支出不归本公司收入。", "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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30724" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：接入高校学生、教学与客户系统，自动化学生顾问及行政工作。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "高校工作流平台；具体收费和实施费拆分未知" }, { "id": "YC30726", @@ -9739,22 +9743,24 @@ "year": 2025, "team": 12, "location": "London, United Kingdom", - "business": "公司简介：AI property manager for landlords and estate agents", - "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": "通过电话和消息处理租客维护请求并协调维修承包商。", + "buyer": "房东与物业管理企业", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "百万cARR出现在销售管线语境中，签约、上线和回款未确认；前公司ARR与融资均不作本公司收入。", "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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30847" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过电话和消息处理租客维护请求并协调维修承包商。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "物业管理Agent；订阅、按物业收费和人工服务拆分未知" }, { "id": "YC30850", @@ -12233,28 +12239,30 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI Voice callers for healthcare billing teams", - "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": "为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。", + "buyer": "医疗机构及医疗账单结算团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "合同ARR76.4万与live revenue42.8万分开保存；剩余计划在2026年1月上线的历史措辞不能证明现在已上线。", "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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30997" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。 按主要买家与工作任务归类。", "directoryTags": [ "Generative AI", "Health Tech", "Healthcare", "Healthcare IT", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "医疗保险电话Agent；合同、用量和实施收费拆分未知" }, { "id": "YC31000", @@ -18693,22 +18701,24 @@ "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：Plena is the AI operating system for specialty medical practices", - "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": "跨诊所既有系统处理转诊、传真、预约、流程合规和收款。", + "buyer": "专科诊所运营团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "七位数committed/contracted ARR仅保存数量级下界；正文十个月与发布帖八个月不能确定同一业务截止日。", "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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-31493" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：跨诊所既有系统处理转诊、传真、预约、流程合规和收款。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "定制工作流平台与实施；公司称年度或多年合同" }, { "id": "YC31494", @@ -19518,22 +19528,24 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Company brain that powers your AI employees", - "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": "整合公司信息形成持续更新的知识图谱，为AI工具提供上下文。", + "buyer": "企业知识工作与Agent应用团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "自述上线十二天从零到1千MRR，币种和日历截止日未列；50多团队并非已确认付费客户数。", "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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-31548" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：整合公司信息形成持续更新的知识图谱，为AI工具提供上下文。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "企业知识与记忆平台；定价及试点合同未知" }, { "id": "YC31549", @@ -21078,26 +21090,28 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：OpenClaw for manufacturers", - "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": "连接制造企业系统和表格，自动化采购、报价与生产计划。", + "buyer": "制造商、分销商和实体商品运营企业", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "自述10.8万ARR；日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。", "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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-32200" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：连接制造企业系统和表格，自动化采购、报价与生产计划。 按主要买家与工作任务归类。", "directoryTags": [ "Manufacturing", "Automation", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "制造业Agent与系统集成；订阅和定制实施费拆分未知" }, { "id": "YC32201", @@ -23050,25 +23064,27 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The AI-native radiology practice", - "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": "通过收购及运营放射科诊所，将Agent用于临床及业务流程。", + "buyer": "需要影像解读服务的医疗机构", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "460万年化收入与正在收购诊所相关，交割和并表时点未核；220万合同不等于当期确认收入或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", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-33020" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过收购及运营放射科诊所，将Agent用于临床及业务流程。 按主要买家与工作任务归类。", "directoryTags": [ "B2B", "Healthcare" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "收购整合与医疗服务；不视为纯软件订阅" }, { "id": "YC33022", @@ -31102,6 +31118,237 @@ "reason": "未说明全部为付费企业，不直接作ARPA分母", "bound": ">", "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30302-founder", + "company": "YC30302", + "name": "Misprint", + "kind": "创始人此前卖卡业务原文ARR", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "全职卖卡三个月内；发布帖指向2024年业务；2026-10-30读取", + "evidence": "YC-E-30302", + "scope": "创始人此前个人业务", + "selection": "excluded", + "reason": "不是Misprint平台ARR；非经常性卡牌销售也不能未经核验认作订阅ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30724-mrr", + "company": "YC30724", + "name": "Risely AI", + "kind": "公司自述MRR", + "value": 8000, + "unit": "原文$，币种待核", + "timing": "上线六周后的里程碑，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30724", + "scope": "公司整体", + "selection": "signal", + "reason": "缺少币种代码、日历截止日及经常性定义；不乘12当作已验证ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "mrr" + }, + { + "id": "DEPTH-INCOME-30847-pipeline", + "company": "YC30847", + "name": "Brickwise", + "kind": "销售管线中的cARR企业合同", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "成立六个月附近，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30847", + "scope": "企业销售管线", + "selection": "excluded", + "reason": "cARR在销售管线语境中；签约、上线和实现收入未确认", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30847-funding", + "company": "YC30847", + "name": "Brickwise", + "kind": "公司自述累计融资", + "value": 3000000, + "unit": "原文$，币种待核", + "timing": "成立六个月内，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30847", + "scope": "公司融资", + "selection": "funding", + "reason": "资本投入不是经营收入；不与履历中的前公司融资相加", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30847-customers", + "company": "YC30847", + "name": "Brickwise", + "kind": "公司自述客户数", + "value": 10, + "unit": "家客户", + "timing": "日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30847", + "scope": "公司客户", + "selection": "adoption", + "reason": "未明确全部付费、合同金额与活跃状态，不作ARPA分母", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30997-contracted", + "company": "YC30997", + "name": "LunaBill", + "kind": "公司自述contracted ARR", + "value": 764000, + "unit": "原文$，币种待核", + "timing": "七月发布后；余量预计2026年1月上线，声明截止日未知；2026-10-30读取", + "evidence": "YC-E-30997", + "scope": "公司合同承诺", + "selection": "excluded", + "reason": "包含尚未上线部分；合同期限、取消条款与币种待核，不当作已上线ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "DEPTH-INCOME-30997-live", + "company": "YC30997", + "name": "LunaBill", + "kind": "公司原文live revenue", + "value": 428000, + "unit": "原文$，币种待核", + "timing": "与合同声明同时；日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30997", + "scope": "已上线业务，原文定义不完整", + "selection": "excluded", + "reason": "上下文为合同ARR中的live部分，未明示是否同样按年计及确认规则，不自行补为ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30997-recovery", + "company": "YC30997", + "name": "LunaBill", + "kind": "为客户追回的款项", + "value": 30000000, + "unit": "原文$，币种待核", + "timing": "发布帖进度，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30997", + "scope": "医疗账单客户成果", + "selection": "excluded", + "reason": "保险回款属于客户，不是LunaBill收入", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-31493-committed", + "company": "YC31493", + "name": "Plena Health", + "kind": "公司自述七位数committed ARR", + "value": 1000000, + "unit": "原文未注明币种", + "timing": "正文十个月，发布帖八个月，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-31493", + "scope": "公司合同承诺", + "selection": "excluded", + "reason": "仅记录七位数最低边界，不补成精确金额；合同承诺不等于已实现收入", + "bound": "≥", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "DEPTH-INCOME-31548-mrr", + "company": "YC31548", + "name": "Hyper", + "kind": "公司自述MRR", + "value": 1000, + "unit": "原文未注明币种", + "timing": "上线十二天内，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-31548", + "scope": "公司整体", + "selection": "signal", + "reason": "原文没有币种符号或代码；截止日未知，不参加美元MRR分组", + "bound": "=", + "comparisonGroup": null, + "metric": "mrr" + }, + { + "id": "DEPTH-INCOME-31548-teams", + "company": "YC31548", + "name": "Hyper", + "kind": "公司自述采用团队", + "value": 50, + "unit": "个团队", + "timing": "上线十二天内，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-31548", + "scope": "采用团队", + "selection": "adoption", + "reason": "onboarded不等于全部付费，不能直接推ARPA", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-32200-arr", + "company": "YC32200", + "name": "Bizmark", + "kind": "公司自述ARR", + "value": 108000, + "unit": "原文$，币种待核", + "timing": "多个工厂上线，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-32200", + "scope": "Otto制造业产品业务", + "selection": "historical", + "reason": "币种代码、截止日和订阅/实施费定义不明，保留声明不作同期行业均值", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "DEPTH-INCOME-32200-founder", + "company": "YC32200", + "name": "Bizmark", + "kind": "创始人此前业务收入", + "value": 60000000, + "unit": "原文$，币种待核", + "timing": "此前业务，日历截至日未知；2026-10-30读取", + "evidence": "YC-E-32200", + "scope": "创始人此前企业履历", + "selection": "excluded", + "reason": "不是Bizmark收入；正文与创始人简介均指向此前业务", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-33020-acquisition", + "company": "YC33020", + "name": "Radley", + "kind": "收购相关年化收入", + "value": 4600000, + "unit": "原文$，币种待核", + "timing": "公告未给日历截止日及交割日；2026-10-30读取", + "evidence": "YC-E-33020", + "scope": "拟收购诊所与合并业务", + "selection": "excluded", + "reason": "正在收购与traction段并存；交割和并表时点未核，非纯软件ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "annualized-revenue" + }, + { + "id": "DEPTH-INCOME-33020-contracts", + "company": "YC33020", + "name": "Radley", + "kind": "公司自述合同额", + "value": 2200000, + "unit": "原文$，币种待核", + "timing": "日历截止日未知；2026-10-30读取", + "evidence": "YC-E-33020", + "scope": "医疗服务合同", + "selection": "excluded", + "reason": "未给合同期限、确认进度或经常性定义，不视为已实现收入或ARR", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -32708,8 +32955,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "结合机器学习估价与买卖撮合的收藏卡交易市场。 简介的50万ARR属于创始人此前卖卡业务；发布帖明确该业务在Misprint构想之前，不认作平台ARR。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-30303", @@ -34820,8 +35067,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "接入高校学生、教学与客户系统，自动化学生顾问及行政工作。 披露上线六周达到8千MRR，但无日历截止日和币种代码；创始人过往业绩及教育市场支出不归本公司收入。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-30726", @@ -35392,8 +35639,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "通过电话和消息处理租客维护请求并协调维修承包商。 百万cARR出现在销售管线语境中，签约、上线和回款未确认；前公司ARR与融资均不作本公司收入。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-30850", @@ -36349,8 +36596,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。 合同ARR76.4万与live revenue42.8万分开保存；剩余计划在2026年1月上线的历史措辞不能证明现在已上线。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-31000", @@ -38967,8 +39214,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "跨诊所既有系统处理转诊、传真、预约、流程合规和收款。 七位数committed/contracted ARR仅保存数量级下界；正文十个月与发布帖八个月不能确定同一业务截止日。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-31494", @@ -39308,8 +39555,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "整合公司信息形成持续更新的知识图谱，为AI工具提供上下文。 自述上线十二天从零到1千MRR，币种和日历截止日未列；50多团队并非已确认付费客户数。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-31549", @@ -39902,8 +40149,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "连接制造企业系统和表格，自动化采购、报价与生产计划。 自述10.8万ARR；日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-32201", @@ -40639,8 +40886,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "通过收购及运营放射科诊所，将Agent用于临床及业务流程。 460万年化收入与正在收购诊所相关，交割和并表时点未核；220万合同不等于当期确认收入或ARR。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-33022", @@ -43657,6 +43904,118 @@ "companyIds": [ "YC30215" ] + }, + { + "id": "DEPTH-INCOME-30302-R", + "type": "收入归属与合同口径", + "company": "Misprint", + "summary": "简介的50万ARR属于创始人此前卖卡业务；发布帖明确该业务在Misprint构想之前，不认作平台ARR。", + "evidenceIds": [ + "YC-E-30302" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30302" + ] + }, + { + "id": "DEPTH-INCOME-30724-R", + "type": "收入归属与合同口径", + "company": "Risely AI", + "summary": "披露上线六周达到8千MRR，但无日历截止日和币种代码；创始人过往业绩及教育市场支出不归本公司收入。", + "evidenceIds": [ + "YC-E-30724" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30724" + ] + }, + { + "id": "DEPTH-INCOME-30847-R", + "type": "收入归属与合同口径", + "company": "Brickwise", + "summary": "百万cARR出现在销售管线语境中，签约、上线和回款未确认；前公司ARR与融资均不作本公司收入。", + "evidenceIds": [ + "YC-E-30847" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30847" + ] + }, + { + "id": "DEPTH-INCOME-30997-R", + "type": "收入归属与合同口径", + "company": "LunaBill", + "summary": "合同ARR76.4万与live revenue42.8万分开保存；剩余计划在2026年1月上线的历史措辞不能证明现在已上线。", + "evidenceIds": [ + "YC-E-30997" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30997" + ] + }, + { + "id": "DEPTH-INCOME-31493-R", + "type": "收入归属与合同口径", + "company": "Plena Health", + "summary": "七位数committed/contracted ARR仅保存数量级下界；正文十个月与发布帖八个月不能确定同一业务截止日。", + "evidenceIds": [ + "YC-E-31493" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC31493" + ] + }, + { + "id": "DEPTH-INCOME-31548-R", + "type": "收入归属与合同口径", + "company": "Hyper", + "summary": "自述上线十二天从零到1千MRR，币种和日历截止日未列；50多团队并非已确认付费客户数。", + "evidenceIds": [ + "YC-E-31548" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC31548" + ] + }, + { + "id": "DEPTH-INCOME-32200-R", + "type": "收入归属与合同口径", + "company": "Bizmark", + "summary": "自述10.8万ARR；日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。", + "evidenceIds": [ + "YC-E-32200" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC32200" + ] + }, + { + "id": "DEPTH-INCOME-33020-R", + "type": "收入归属与合同口径", + "company": "Radley", + "summary": "460万年化收入与正在收购诊所相关，交割和并表时点未核；220万合同不等于当期确认收入或ARR。", + "evidenceIds": [ + "YC-E-33020" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC33020" + ] } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 19d1fea..08d1d28 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-depth-2", + "sourceVersion": "2026-10-30-depth-3", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",