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Distinguish live ARR, contracted demand and professional service run rates

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Codex Bot
2026-11-01 01:09:45 +08:00
parent 76aa80fedc
commit 34f7cae0fe
5 changed files with 676 additions and 47 deletions
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apps/docs/scripts/auth-cli.ts
+3 -3
View File
@@ -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, 1227);
assert.equal(research.companies.length, 1232);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4777);
assert.equal(research.observations.length, 469);
assert.equal(research.evidence.length, 4797);
assert.equal(research.observations.length, 475);
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);
apps/docs/tests/research.test.ts
+27 -12
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@@ -123,11 +123,11 @@ 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, 1227);
assert.equal(initial.evidence.length, 4777);
assert.equal(initial.observations.length, 469);
assert.equal(initial.companies.length, 1232);
assert.equal(initial.evidence.length, 4797);
assert.equal(initial.observations.length, 475);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 5);
assert.equal(businessReviews.length, 6);
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 +169,9 @@ 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, 231);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 234);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 52);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 53);
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 +190,11 @@ 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), 1227);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 60);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1232);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 62);
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), 1146);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1149);
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 +229,7 @@ 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, 212);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 217);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -523,7 +523,7 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
assert.equal(embrasure.technicalReview!.level, "public-artifact");
assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"),
"the public connector supports artifact availability, not independently reproduced warehouse performance");
for (const name of ["KIRA", "Leonidas", "Mecone"]) {
for (const name of ["KIRA", "Leonidas", "Mecone", "PhotonSpear"]) {
const candidate = batch.records.find((row) => row.name === name)!;
assert.equal(candidate.status, "pending-ai",
"serving AI customers or using software controls is not evidence of an AI business");
@@ -552,6 +552,21 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
const voiceUsers = snapshot.observations.find((item) => item.id === "SR007F5-O-OPENWHISPR-DAU")!;
assert.equal(voiceUsers.selection, "adoption", "daily active users are not paying subscribers");
assert.equal(voiceUsers.metric, undefined);
const salesLive = snapshot.observations.find((item) => item.id === "SR007F6-O-OTHELLO-LIVE")!;
assert.equal(salesLive.metric, "arr");
assert.equal(salesLive.value, 600000, "live ARR must not include contracted ARR or pipeline");
for (const suffix of ["CONTRACT", "PIPELINE"]) {
const prospective = snapshot.observations.find((item) => item.id === `SR007F6-O-OTHELLO-${suffix}`)!;
assert.equal(prospective.selection, "excluded");
assert.equal(prospective.metric, undefined);
}
const professionalService = snapshot.observations.find((item) => item.id === "SR007F6-O-PARCA-RUNRATE")!;
assert.equal(professionalService.metric, "annualized-revenue");
assert.equal(professionalService.selection, "historical");
assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id === professionalService.id),
"annualized professional-service revenue is not recurring subscription ARR");
assert.equal(snapshot.companies.find((item) => item.id === "AI137")!.technicalReview!.level, "description",
"a preliminary external ranking with unresolved methodology is not complete independent verification");
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
@@ -581,7 +596,7 @@ 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, 159);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 153);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
content/research/ai-companies.seed.json
+639 -26
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-5",
"version": "2026-11-01-sr007-followup-6",
"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": [
@@ -38776,6 +38776,195 @@
"SR007F5-OPENWHISPR-REPO"
]
}
},
{
"id": "AI136",
"name": "Orbits",
"url": "https://tryorbits.com/",
"channel": "S14",
"cat": "C09",
"year": 2026,
"team": 2,
"location": "美国旧金山（投资方资料）",
"business": "家庭日程、任务、家务和服务预约主动助手Bit。",
"buyer": "忙碌家庭与家长",
"delivery": "当前免费入口；拟定变更/打电话先确认，购物车交第三方，未测试",
"notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。",
"cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核",
"teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核",
"price": "当前加入者永久免费承诺，未来新用户订阅未列金额",
"stage": "当前免费入口；拟定变更/打电话先确认，购物车交第三方，未测试",
"sourceType": "投资方及官网/条款/公开结果",
"evidenceIds": [
"SR007F6-ORBITS-SR",
"SR007F6-ORBITS-HOME"
],
"revenueStatus": "unknown",
"businessModel": "免费早期家庭助手、未来订阅，电话/模型/连接和支持成本与第三方消费款需拆",
"entityBasis": "精确法人/独立注册未核",
"classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。",
"evidenceIds": [
"SR007F6-ORBITS-SR",
"SR007F6-ORBITS-HOME"
]
}
},
{
"id": "AI137",
"name": "Oruk",
"url": "https://oruk.ai/",
"channel": "S14",
"cat": "C01",
"year": 2026,
"team": 7,
"location": "美国旧金山（投资方资料）",
"business": "训练语音基础模型并通过API分析语音文本、声学表达与情绪标签。",
"buyer": "语音Agent、通话分析与应用开发团队",
"delivery": "公开模型/API价表，Resonance2预览需审批，第三方英语初步榜单已读但完整方法待核",
"notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。",
"cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核",
"teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核",
"price": "USD9/49/199每月，七日试用；理解/转写两类额度及超额支出上限",
"stage": "公开模型/API价表，Resonance2预览需审批，第三方英语初步榜单已读但完整方法待核",
"sourceType": "投资方及官网/条款/公开结果",
"evidenceIds": [
"SR007F6-ORUK-SR",
"SR007F6-ORUK-HOME",
"SR007F6-ORUK-PRICE",
"SR007F6-ORUK-TERMS",
"SR007F6-ORUK-MODELS",
"SR007F6-ORUK-SPEKO"
],
"revenueStatus": "unknown",
"businessModel": "语音模型订阅额度＋用量，试用/年预收/旧积分和实时推理、存储/专家数据成本待核",
"entityBasis": "Oruk, Inc. Delaware自述，独立登记未核",
"classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "公开Speko英语初步结果91%人声/48%合成已读，但版本、完整方法与独立性未核；厂商训练内评测不能作留出验证，不升级独立验证等级。",
"evidenceIds": [
"SR007F6-ORUK-SR",
"SR007F6-ORUK-HOME",
"SR007F6-ORUK-SPEKO"
]
}
},
{
"id": "AI138",
"name": "Othello",
"url": "https://www.othello.ai/",
"channel": "S14",
"cat": "C06",
"year": 2026,
"team": 10,
"location": "美国纽约（投资方资料；官网另列特拉维夫）",
"business": "销售通话实时提示、准备及会后自动化，辅助人工卖方。",
"buyer": "B2B销售人员及收入运营团队",
"delivery": "live客户与收入为自报，官网预约/教练说明，实际合同与增益未独立核",
"notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。",
"cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核",
"teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核",
"price": "订单定价、发票净30天、按约续约，无公开金额",
"stage": "live客户与收入为自报，官网预约/教练说明，实际合同与增益未独立核",
"sourceType": "投资方及官网/条款/公开结果",
"evidenceIds": [
"SR007F6-OTHELLO-SR",
"SR007F6-OTHELLO-HOME",
"SR007F6-OTHELLO-TERMS",
"SR007F6-OTHELLO-ABOUT"
],
"revenueStatus": "self",
"businessModel": "销售辅助软件，live ARR/cARR/管线和实施净费、模型/录音处理成本分开",
"entityBasis": "Cicero, Inc. DBA Othello自述；2025条款与2026档案起点待核，均非独立注册",
"classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。",
"evidenceIds": [
"SR007F6-OTHELLO-SR",
"SR007F6-OTHELLO-HOME"
]
}
},
{
"id": "AI139",
"name": "Parca",
"url": "https://www.withparca.com/",
"channel": "S14",
"cat": "C07",
"year": 2026,
"team": 3,
"location": "美国纽约（投资方资料）",
"business": "AI辅助住宅开发前期概念规划、现场调查和可行性专业服务。",
"buyer": "住宅开发商及建设团队",
"delivery": "档案称部署两家头部房企，交付必经专业人士审核；官网仅标题，实际付款/资质未核",
"notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。",
"cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核",
"teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核",
"price": "服务费率/合同未取得",
"stage": "档案称部署两家头部房企，交付必经专业人士审核；官网仅标题，实际付款/资质未核",
"sourceType": "投资方及官网/条款/公开结果",
"evidenceIds": [
"SR007F6-PARCA-SR",
"SR007F6-PARCA-HOME"
],
"revenueStatus": "self",
"businessModel": "专业服务交付加AI/人工审核，年化run-rate不是订阅ARR，项目净费/外包/签审及退款需核",
"entityBasis": "精确法人及独立注册未核，创始人旧交易与顾问费非本公司",
"classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。",
"evidenceIds": [
"SR007F6-PARCA-SR",
"SR007F6-PARCA-HOME"
]
}
},
{
"id": "AI140",
"name": "Phyvant",
"url": "https://phyvant.com/",
"channel": "S14",
"cat": "C05",
"year": 2025,
"team": 3,
"location": "美国旧金山（投资方资料）",
"business": "将企业专家判断转为可追溯Agent流程，优先处理M&A中的实体结构图瓶颈。",
"buyer": "大型企业的流程及领域专家团队",
"delivery": "厂商案例称客户环境部署、异常转人；真实范围/合同及效果未独立核",
"notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。",
"cohort": "投资方自报2025成立；主体/品牌起点及独立登记待核",
"teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核",
"price": "本地/云部署按服务协议，无公开金额",
"stage": "厂商案例称客户环境部署、异常转人；真实范围/合同及效果未独立核",
"sourceType": "投资方及官网/条款/公开结果",
"evidenceIds": [
"SR007F6-PHYVANT-SR",
"SR007F6-PHYVANT-HOME",
"SR007F6-PHYVANT-TERMS",
"SR007F6-PHYVANT-CASE"
],
"revenueStatus": "unknown",
"businessModel": "企业部署/实施与流程服务，商业成果导向不推效果分成，软件净费与专家/实施/模型成本需拆",
"entityBasis": "Phyvant, Inc.官网自述，独立登记未核",
"classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。",
"evidenceIds": [
"SR007F6-PHYVANT-SR",
"SR007F6-PHYVANT-HOME"
]
}
}
],
"observations": [
@@ -46135,6 +46324,98 @@
"reason": "按标题10000+记录；正文10,00+有排版缺项，日活非付费人数，员工用户不等企业采购",
"bound": "≥",
"comparisonGroup": null
},
{
"id": "SR007F6-O-OTHELLO-LIVE",
"company": "AI138",
"name": "Othello",
"kind": "live ARR自述",
"value": 600000,
"unit": "原文$，币种待核",
"timing": "May以来的里程碑，年份/精确财务截至日未知",
"evidence": "SR007F6-OTHELLO-SR",
"scope": "公司整体",
"selection": "signal",
"reason": "live ARR标签保留但币种/日期和净经常性定义缺，不进入同期均值",
"bound": "=",
"comparisonGroup": null,
"metric": "arr"
},
{
"id": "SR007F6-O-OTHELLO-CONTRACT",
"company": "AI138",
"name": "Othello",
"kind": "签约ARR",
"value": 1200000,
"unit": "原文$，币种待核",
"timing": "与live同页，具体业务截至日未知",
"evidence": "SR007F6-OTHELLO-SR",
"scope": "签约口径",
"selection": "excluded",
"reason": "cARR与live不同，不相加或当实收",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F6-O-OTHELLO-PIPELINE",
"company": "AI138",
"name": "Othello",
"kind": "企业销售管线",
"value": 25000000,
"unit": "原文$，币种待核",
"timing": "与live同页，具体业务截至日未知",
"evidence": "SR007F6-OTHELLO-SR",
"scope": "潜在未来业务",
"selection": "excluded",
"reason": "pipeline不是合同履行或收入",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F6-O-OTHELLO-CUSTOMERS",
"company": "AI138",
"name": "Othello",
"kind": "企业客户自述",
"value": 30,
"unit": "企业",
"timing": "投资方自述，具体统计期间未知",
"evidence": "SR007F6-OTHELLO-SR",
"scope": "企业采用",
"selection": "adoption",
"reason": "工作关系不证明全部已付款，客户市值不是本公司价值",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F6-O-PARCA-RUNRATE",
"company": "AI139",
"name": "Parca",
"kind": "专业服务年化收入",
"value": 500000,
"unit": "原文$，币种待核",
"timing": "启动七周后，具体业务截至日未知",
"evidence": "SR007F6-PARCA-SR",
"scope": "公司专业服务业务",
"selection": "historical",
"reason": "annualized run-rate revenue不是经常性ARR，专业人士审核与项目总额/净费待核",
"bound": "=",
"comparisonGroup": null,
"metric": "annualized-revenue"
},
{
"id": "SR007F6-O-PARCA-DEPLOY",
"company": "AI139",
"name": "Parca",
"kind": "头部房企部署自述",
"value": 2,
"unit": "企业",
"timing": "启动七周后自述，具体统计期间未知",
"evidence": "SR007F6-PARCA-SR",
"scope": "企业采用",
"selection": "adoption",
"reason": "部署不证付费/净费，前雇主交易规模不迁入",
"bound": "=",
"comparisonGroup": null
}
],
"evidence": [
@@ -98684,6 +98965,226 @@
"kind": "投资方及官网/公开制品归属复核",
"summary": "官网政策区分本地、云、BYOK；账户/账单、可选备份/共享、云请求日志等按模式处理，桌面和移动默认有差别。",
"limitation": "零音频保留宣传不能覆盖所有日志/同步，未检查运行时或第三方认证；具体企业部署权限及保留范围需核，不作安全保证。"
},
{
"id": "SR007F6-ORBITS-SR",
"companyId": "AI136",
"title": "Orbits2026与旧Super.com业绩",
"url": "https://speedrun.a16z.com/companies/orbits",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "投资方列2026成立、2人、旧金山，家庭主动助手；创始人简介旧Super.com一亿ARR/百万订阅另列。",
"limitation": "旧雇主收入/规模不归Orbits；主动愿景须与当前动作审批及实际付费对应。"
},
{
"id": "SR007F6-ORBITS-HOME",
"companyId": "AI136",
"title": "Orbits当前免费与动作批准",
"url": "https://tryorbits.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "官网当前加入者免费且承诺保持免费，未来新用户订阅；Bit拟定变更/电话预约需确认批准，购物车交Instacart。",
"limitation": "融资公告非收入，第三方订单/消费不是平台净费；无当前订阅金额，不认所有家庭动作已自主执行。"
},
{
"id": "SR007F6-ORUK-SR",
"companyId": "AI137",
"title": "Oruk2026及语音模型自述",
"url": "https://speedrun.a16z.com/companies/oruk",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "投资方列2026成立、7人、旧金山，语音基础模型与声学/表达理解，称数十万用户部署和大规模数据集。",
"limitation": "用户/数据集/纪录自述非付费或独立验证；创始人学术旧论文、专利和前事业不能直接认公司现模型效果。"
},
{
"id": "SR007F6-ORUK-HOME",
"companyId": "AI137",
"title": "Oruk语音API与预览边界",
"url": "https://oruk.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "官网语音模型/API，Resonance2 preview需新组织批准；不同模型语言/情绪输出范围有差别，展示OpenWhispr等标志。",
"limitation": "标志/集成不等付费合同，转写语言不等情绪准确率；厂商一项自测明确训练含全部280片段，不当独立留出测试。"
},
{
"id": "SR007F6-ORUK-PRICE",
"companyId": "AI137",
"title": "Oruk月订阅两类分钟额度",
"url": "https://oruk.ai/pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "官网明确USD，Hobby9/Builder49/Production199每月，七天试用；语音理解与Orukeet转写额度分开，额外用量有支出上限。",
"limitation": "套餐预收、额度消耗和超额收费非同一收入，当前价表不能补历史收入币种；模型/任务/请求舍入影响成本和分钟数。"
},
{
"id": "SR007F6-ORUK-TERMS",
"companyId": "AI137",
"title": "Oruk主体、预付与数据处理范围",
"url": "https://oruk.ai/terms",
"publishedAt": "2026-09-23",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "Oruk, Inc. Delaware自述，月/年预付续订、额度每月重置，旧积分保留原条款；个人账户不授权雇主标志。",
"limitation": "登记和付费未独立核；音频、结果重放、可选分说话者及账单日志保留不同，24小时重放非物理删除期限。"
},
{
"id": "SR007F6-ORUK-MODELS",
"companyId": "AI137",
"title": "Oruk公开模型目录",
"url": "https://oruk.ai/models",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "官网公开语音模型目录与功能/阶段，说明不同任务与访问入口。",
"limitation": "只读目录不证明权重/完整源码公开或自主训练全过程；未调用API、提交录音或独立测准确率。"
},
{
"id": "SR007F6-ORUK-SPEKO",
"companyId": "AI137",
"title": "Oruk第三方英语初步榜单",
"url": "https://benchmarks.speko.ai/stt-emotion/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "Speko语音情绪页可读，Oruk Resonance人声91%、合成48%，Top1同标签映射，明确English only/preliminary。",
"limitation": "外部公开结果作为证据保留，但精确模型版本/样本明细、方法正文和独立性未完整核，不能外推跨语种或人内心状态；未复现，不升级独立验证等级。"
},
{
"id": "SR007F6-OTHELLO-SR",
"companyId": "AI138",
"title": "Othello2026及live/cARR/pipeline分列",
"url": "https://speedrun.a16z.com/companies/othello",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "投资方列2026成立、10人、纽约，销售通话实时AI建议；原$600K live ARR、1.2M cARR、25M企业管线及30企业客户自述。",
"limitation": "May以来但无年份/精确财务日、币种/经常性定义；三口径不相加或替代。95%DAU分母及25%转化增益未核，旧辅导公司退出非收入。"
},
{
"id": "SR007F6-OTHELLO-HOME",
"companyId": "AI138",
"title": "Othello辅助卖方与不同数据配置",
"url": "https://www.othello.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "官网为实时提示教练，不替代销售人；可不存音频，另有录音同意版本及CRM工作流。",
"limitation": "官网18%win rate和投资方25%conversion不同指标/期间，不互相证伪或相加；20M小时训练和安全宣传未独立核。"
},
{
"id": "SR007F6-OTHELLO-TERMS",
"companyId": "AI138",
"title": "Othello运营者与订单收费",
"url": "https://www.othello.ai/legal/terms-of-service",
"publishedAt": "2025-08-07",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "条款Cicero, Inc. DBA Othello自述，服务/费率在Order Form，净30天发票，自动续约，AI输出不替代人工判断。",
"limitation": "2025条款/页脚与2026成立自报需核主体/品牌起点，仍在两年候选范围，非独立登记；无实际订单或净软件费底表。"
},
{
"id": "SR007F6-OTHELLO-ABOUT",
"companyId": "AI138",
"title": "Othello团队与旧品牌关系",
"url": "https://www.othello.ai/about",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "同创始人Jared与当前销售教练定位，官网自述纽约/特拉维夫办公室，页脚Othello by Cicero Inc 2025。",
"limitation": "多办公室不推人数，页脚版权年不是注册年；Cicero/品牌沿革和收入归属继续待核，不拆成两公司。"
},
{
"id": "SR007F6-PARCA-SR",
"companyId": "AI139",
"title": "Parca2026与专业服务年化收入",
"url": "https://speedrun.a16z.com/companies/parca",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "投资方列2026成立、3人、纽约，AI建前期规划专业服务；七周原$500K annualized run-rate revenue，两家头部房企采用，全部输出由房地产专业人士审核。",
"limitation": "服务年化不是ARR，毛额/净费与经常性未知；创始人旧千万前期费和百亿地产交易非本公司收入，效果未独立核。"
},
{
"id": "SR007F6-PARCA-HOME",
"companyId": "AI139",
"title": "Parca官网正文缺项",
"url": "https://www.withparca.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "浏览工具零正文，普通HTTP200仅标题Parca — Build at lightspeed，未取得价表或服务协议。",
"limitation": "访问成功不等产品/合同正文已读，不执行脚本或绕限制；依据投资方任务自述分类，专业资质及实际交付/付款待核。"
},
{
"id": "SR007F6-PHOTONSPEAR-SR",
"companyId": null,
"title": "PhotonSpear2026及AI主营缺项",
"url": "https://speedrun.a16z.com/companies/photonspear",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "投资方列2026成立、5人、洛杉矶，国防轨道硬件业务，未明确AI产品/模型交付。",
"limitation": "精密控制/硬件不自动归AI公司，创始人国防履历不是公司收入；仅读商业定位，不采武器实现/性能设计。"
},
{
"id": "SR007F6-PHOTONSPEAR-HOME",
"companyId": null,
"title": "PhotonSpear首合同与未来演示阶段",
"url": "https://photonspear.space/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "官网自述赢得300万美元Space Force合同，首演示器建设、2028年底计划发射。",
"limitation": "未见独立授予/履行和经常性定义，合同不当实收/ARR；当前AI任务未明，转pending-ai，不展开武器技术或联系公司。"
},
{
"id": "SR007F6-PHYVANT-SR",
"companyId": "AI140",
"title": "Phyvant2025与客户咨询费归属",
"url": "https://speedrun.a16z.com/companies/phyvant",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "投资方列2025成立、3人、旧金山，专家判断驱动Agent业务流程；M&A瓶颈原三周，客户曾花七位数咨询费。",
"limitation": "客户旧顾问费不是Phyvant收入，匿名客户规模不归公司；端到端自主需与异常人工处理和实际协议对应。"
},
{
"id": "SR007F6-PHYVANT-HOME",
"companyId": "AI140",
"title": "Phyvant企业判断流程与模型依赖",
"url": "https://phyvant.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "官网自述Phyvant, Inc.，用现有模型结合企业专家判断，在企业环境内运行Agent，成果/边界可追溯。",
"limitation": "模型共享不等自研基础模型，目标商业数值不证明按效果收费，真实客户协议/价格及技术效果未独立核。"
},
{
"id": "SR007F6-PHYVANT-TERMS",
"companyId": "AI140",
"title": "Phyvant本地或云部署需服务协议",
"url": "https://phyvant.com/terms",
"publishedAt": "2026-04-04",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "条款为企业知识图谱、可执行规格及Agent上下文，本地或云部署按服务协议；数据仍属客户。",
"limitation": "网站条款无价表/净费及默认具体SLA，on-prem不代表所有部署都本地；注册及真实履行未核。"
},
{
"id": "SR007F6-PHYVANT-CASE",
"companyId": "AI140",
"title": "Phyvant案例客户与厂商规模分开",
"url": "https://phyvant.com/case-studies/americas-largest-private-company",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/第三方结果归属复核",
"summary": "案例页150B年收入、16万员工及70国家明确为客户，8000主体图与专家判断自动化在客户环境运行，异常转人。",
"limitation": "这些不是Phyvant营收/人数；仅M&A中单个瓶颈非所有流程全自主，案例为厂商自述非独立审计，六位咨询节省非自身收费。"
}
],
"reviews": [
@@ -108057,6 +108558,93 @@
"SR007F5-OPENWHISPR-SR"
],
"handling": "待验证判断：可用本地免费产品降低试用门槛，再验证客户是否愿为云端便利、同步协作和企业控制付费。我们的试验需分别记录本地/BYOK/自营云采用、转付费、30/90日付费留存、退款后净实收，以及模型/会议音频/存储/同步和支持成本；重点观察无限云套餐的重度账户。免费或日活不能乘标价估ARR，年预收需分摊。隐私价值应按实际处理模式验证，不按开源或本地宣传认所有云功能零数据；只有留存和净贡献支持才扩大。"
},
{
"id": "SR007F6-R-DELIVERY",
"type": "模型、辅助工具及人工审核/异常处理边界",
"company": "Orbits、Oruk、Othello、Parca、Phyvant",
"companyIds": [
"AI136",
"AI137",
"AI138",
"AI139",
"AI140"
],
"scope": "companies",
"summary": "五家2025/2026自报成立关联，Orbits当前免费且变更/电话批准，Othello辅助卖方，Parca专业签审，Phyvant仅M&A瓶颈案例且异常转人。",
"evidenceIds": [
"SR007F6-ORBITS-SR",
"SR007F6-ORBITS-HOME",
"SR007F6-ORUK-SR",
"SR007F6-ORUK-HOME",
"SR007F6-ORUK-PRICE",
"SR007F6-ORUK-TERMS",
"SR007F6-ORUK-MODELS",
"SR007F6-ORUK-SPEKO",
"SR007F6-OTHELLO-SR",
"SR007F6-OTHELLO-HOME",
"SR007F6-OTHELLO-TERMS",
"SR007F6-OTHELLO-ABOUT",
"SR007F6-PARCA-SR",
"SR007F6-PARCA-HOME",
"SR007F6-PHYVANT-SR",
"SR007F6-PHYVANT-HOME",
"SR007F6-PHYVANT-TERMS",
"SR007F6-PHYVANT-CASE"
],
"handling": "Oruk模型目录和外部英语初步榜单已读，版本/完整方法及独立性待核，不凭排名升级独立验证，训练内280片段自测不作留出验证。Othello2025条款与2026档案、Cicero主体沿革待核，不拆两公司；无人替产品执行。"
},
{
"id": "SR007F6-R-FINANCE",
"type": "live ARR、签约、管线与服务年化分列",
"company": "Orbits、Oruk、Othello、Parca、Phyvant",
"companyIds": [
"AI136",
"AI137",
"AI138",
"AI139",
"AI140"
],
"scope": "companies",
"summary": "Othello600K live ARR、1.2M cARR和25M管线分别记录；Parca500K专业服务年化非ARR，两家房企与Othello30客户仅采用。没有新增同期可比收入。",
"evidenceIds": [
"SR007F6-OTHELLO-SR",
"SR007F6-OTHELLO-TERMS",
"SR007F6-PARCA-SR",
"SR007F6-PARCA-HOME",
"SR007F6-ORBITS-HOME",
"SR007F6-ORUK-PRICE",
"SR007F6-ORUK-TERMS",
"SR007F6-PHYVANT-CASE"
],
"handling": "客户150B收入/16万人、咨询节省与创始人旧收入/退出非厂商财务。需财务日、币种、履约/退款及人工/模型/实施净额。Oruk两类额度与旧积分拆分，Orbits未来新用户订阅未定价，不按免费用户估ARR，不直接推造假。"
},
{
"id": "SR007F6-R-PHOTONSPEAR",
"type": "国防硬件不自动归AI主营",
"company": "PhotonSpear",
"scope": "excluded-candidate",
"summary": "成立自报2026已有，官网与档案均为硬件/演示器业务，未明确当前AI任务，转pending-ai。",
"evidenceIds": [
"SR007F6-PHOTONSPEAR-SR",
"SR007F6-PHOTONSPEAR-HOME"
],
"handling": "300万美元合同自述不当已实现ARR，未来发射不当已在轨；独立授予/履行、法人/AI任务仍缺，只核业务分类和财务边界，不研究武器设计。"
},
{
"id": "MODEL1-REVIEWED-SERVICES",
"type": "商业模式初评",
"company": "AI辅助专业服务＋人工审核交付",
"companyIds": [
"AI139"
],
"scope": "companies",
"summary": "已核事实：Parca自述提供住宅开发前期规划/调查/可行性服务，每份输出由专业人士审核；500K是七周后的年化服务收入，不是已证订阅ARR。官网仅标题，具体收费和资质/实际合同未取得。",
"evidenceIds": [
"SR007F6-PARCA-SR",
"SR007F6-PARCA-HOME"
],
"handling": "待验证判断：可先以边界明确的专业交付物验证客户愿付净费，再测试AI是否减少总交付工时。我们的试验需记录采集/模型/人工审核、返工、责任和客户支持成本、验收与回款周期、重复委托及退款；不得只按生成速度估毛利，也不把年化项目收入当订阅留存。只有专业审核质量、净贡献与重复购买共同支持才扩展。"
}
],
"coverage": {
@@ -121177,7 +121765,7 @@
"sourceId": "S14",
"url": "https://speedrun.a16z.com/companies",
"accessedAt": "2026-11-01",
"scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核；本系列新补读34个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。",
"scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前50关联（17复用、33本系列新增）、23成立/主体待核、6AI主营待核；本系列新补读40个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。",
"complete": false,
"records": [
{
@@ -121964,12 +122552,15 @@
"url": "https://speedrun.a16z.com/companies/orbits",
"categoryId": "C09",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F6-ORBITS-SR",
"SR007F6-ORBITS-HOME"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；主体/品牌起点及独立登记待核；当前免费入口；拟定变更/打电话先确认，购物车交第三方，未测试。财务与技术限制见明细。",
"companyId": "AI136"
},
{
"id": "SR007R-C50",
@@ -121977,12 +122568,19 @@
"url": "https://speedrun.a16z.com/companies/oruk",
"categoryId": "C01",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F6-ORUK-SR",
"SR007F6-ORUK-HOME",
"SR007F6-ORUK-PRICE",
"SR007F6-ORUK-TERMS",
"SR007F6-ORUK-MODELS",
"SR007F6-ORUK-SPEKO"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；主体/品牌起点及独立登记待核；公开模型/API价表，Resonance2预览需审批，第三方英语初步榜单已读但完整方法待核。财务与技术限制见明细。",
"companyId": "AI137"
},
{
"id": "SR007R-C51",
@@ -121990,12 +122588,17 @@
"url": "https://speedrun.a16z.com/companies/othello",
"categoryId": "C06",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F6-OTHELLO-SR",
"SR007F6-OTHELLO-HOME",
"SR007F6-OTHELLO-TERMS",
"SR007F6-OTHELLO-ABOUT"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；主体/品牌起点及独立登记待核；live客户与收入为自报，官网预约/教练说明，实际合同与增益未独立核。财务与技术限制见明细。",
"companyId": "AI138"
},
{
"id": "SR007R-C52",
@@ -122003,12 +122606,15 @@
"url": "https://speedrun.a16z.com/companies/parca",
"categoryId": "C07",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F6-PARCA-SR",
"SR007F6-PARCA-HOME"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；主体/品牌起点及独立登记待核；档案称部署两家头部房企，交付必经专业人士审核；官网仅标题，实际付款/资质未核。财务与技术限制见明细。",
"companyId": "AI139"
},
{
"id": "SR007R-C53",
@@ -122016,12 +122622,14 @@
"url": "https://speedrun.a16z.com/companies/photonspear",
"categoryId": "C10",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "pending-ai",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F6-PHOTONSPEAR-SR",
"SR007F6-PHOTONSPEAR-HOME"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "2026成立、5人、洛杉矶为投资方自报，当前轨道国防硬件与演示器业务未明确AI任务，转pending-ai。官网300万美元合同为自述，不证授予履行或ARR；2028发射计划非当前在轨，只核商业边界，不收录武器实现/性能设计。"
},
{
"id": "SR007R-C54",
@@ -122029,12 +122637,17 @@
"url": "https://speedrun.a16z.com/companies/phyvant",
"categoryId": "C05",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F6-PHYVANT-SR",
"SR007F6-PHYVANT-HOME",
"SR007F6-PHYVANT-TERMS",
"SR007F6-PHYVANT-CASE"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2025成立；主体/品牌起点及独立登记待核；厂商案例称客户环境部署、异常转人；真实范围/合同及效果未独立核。财务与技术限制见明细。",
"companyId": "AI140"
},
{
"id": "SR007R-C55",
content/research/ai-companies.sources.json
+6 -5
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-5",
"version": "2026-11-01-sr007-followup-6",
"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": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核。本系列补读34个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。",
"nextCheck": "先补SR007剩余29条独立档案及Bric/Coherence/KIRA/Leonidas/Mecone的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。",
"boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记50关联（17复用、33本系列新增）、23成立/主体待核、6AI主营待核。本系列补读40个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。 Othello live/cARR/管线、Parca服务年化、Phyvant客户财务及Orbits当前免费与旧雇主业绩分别保留；Oruk外部英语初步榜单不能外推整体效果。",
"nextCheck": "先补SR007剩余23条独立档案及Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。 Oruk精确模型/方法与语音用量成本，Othello主体/品牌起点及live合同净额，Parca专业审核净费/资质，Orbits免费承诺/未来定价及Phyvant实施/异常人工与合同继续缺。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
@@ -3079,10 +3079,11 @@
"status": "targeted",
"hosts": [
"getlatka.com",
"intros.afore.vc"
"intros.afore.vc",
"benchmarks.speko.ai"
],
"initialAccess": "见具体证据访问记录",
"boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。",
"boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。 定向读取Speko英语情绪初步榜单，仅核Oruk公开结果，方法/独立性/版本待核，非扩展整个候选池。",
"nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。 Maestro投资方ARR与累计收入、净会员费/旅行总额及顾问成本需对齐；不请求介绍。",
"limitation": "来源可读不等于声明已独立验证。"
}
content/research/ai-income-analysis.json
+1 -1
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr007-followup-5",
"sourceVersion": "2026-11-01-sr007-followup-6",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",