diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 147a04c..63f0981 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, 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); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 75a28a0..d55f060 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 6992e89..0572048 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index d47a499..e443608 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -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。" } diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index dd0efdc..fb0ec22 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",