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Audit Andustry sourcing AI and distinguish transaction fee models

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Codex Bot
2026-10-31 22:36:42 +08:00
parent a1587e86bb
commit 3c14c6fdca
5 changed files with 301 additions and 28 deletions
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apps/docs/scripts/auth-cli.ts
+2 -2
View File
@@ -182,9 +182,9 @@ 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, 1194);
assert.equal(research.companies.length, 1195);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4498);
assert.equal(research.evidence.length, 4511);
assert.equal(research.observations.length, 453);
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 });
apps/docs/tests/research.test.ts
+11 -11
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@@ -104,8 +104,8 @@ 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, 1194);
assert.equal(initial.evidence.length, 4498);
assert.equal(initial.companies.length, 1195);
assert.equal(initial.evidence.length, 4511);
assert.equal(initial.observations.length, 453);
assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
@@ -145,8 +145,8 @@ 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, 205);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 125);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 206);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 127);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -166,11 +166,11 @@ 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), 1194);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1195);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
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), 1115);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1116);
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"));
@@ -205,7 +205,7 @@ 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, 179);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 180);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 25);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -665,8 +665,8 @@ test("the fifth uncertain cohort separates dated ARR, service run rates, booking
const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(96, 120);
assert.equal(batch.complete, false);
assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source));
assert.equal(batch.records.filter((r) => r.status === "linked").length, 15);
assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 9);
assert.equal(batch.records.filter((r) => r.status === "linked").length, 16);
assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 8);
assert.equal(batch.records.find((r) => r.name === "primitive")!.companyId, "AI002");
assert.equal(batch.records.find((r) => r.name === "Result")!.companyId, "AI001");
const result = snapshot.companies.find((c) => c.id === "AI001")!;
@@ -790,8 +790,8 @@ test("all original AI-unclear candidates retain a unique follow-up without count
assert.equal(rows.length, 192);
assert.equal(new Set(rows.map((r) => r.url)).size, 192);
assert.deepEqual(rows.map((r) => r.url), original.map((r) => r.source));
assert.equal(rows.filter((r) => r.status === "linked").length, 116);
assert.equal(rows.filter((r) => r.status === "pending-ai").length, 76);
assert.equal(rows.filter((r) => r.status === "linked").length, 117);
assert.equal(rows.filter((r) => r.status === "pending-ai").length, 75);
assert.equal(snapshot.directoryRechecks!.filter((r) => r.ycId === 36088).length, 1);
const everyapp = rows.find((r) => r.name === "EveryApp")!;
assert.equal(everyapp.companyId, "AI074");
content/research/ai-companies.seed.json
+284 -11
View File
@@ -1,5 +1,5 @@
{
"version": "2026-10-31-yc-ai-revisit-10",
"version": "2026-10-31-yc-ai-revisit-11",
"asOf": "2026-10-31",
"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": [
@@ -37520,6 +37520,50 @@
"YCAIRE9-FORT-REFUND"
]
}
},
{
"id": "YC31367",
"name": "Andustry",
"url": "https://www.ycombinator.com/companies/andustry",
"channel": "S01",
"cat": "C07",
"year": 2026,
"team": 2,
"location": "San Francisco（YC）；www imprint为Munich，主体/运营地对应待核",
"business": "可读www为AI供应商搜索+人工资格审核的工业采购经纪；公司LinkedIn为金融服务应用AI实验室，YCTrading，当前业务沿革待核。",
"buyer": "www采购页为工业制造企业；金融实验室当前买家/交付未披露",
"delivery": "工业供应商搜寻、人工核验、报价比较与商业流程托管；不同公司页业务/创始人状态差异保留",
"notes": "无www直达空页，www可读about同Het/Johann与YC对应；不能确定已转型或旧采购已停。YCJohann Former Founder与www仍Co-Founder并列。客户节省/订单额/月吨数非公司收入；技术仅厂商描述。",
"cohort": "2026成立据YC可读自报；精确法律注册及Inc./GmbH沿革待核",
"teamBasis": "YC自报Team2，不以LinkedIn2—10取中点，创始人现状态差异保留",
"price": "www称小额采购成交佣金，无订阅/挂牌费且不成交不收费；未给佣金率/合同/实际净费，金融AI产品收费未知",
"stage": "www公开采购服务/自报客户项目、AI实验室公司页并存；实际合同、当前主要经营与独立效果未核",
"sourceType": "YC可读资料、公司www/团队/合同/imprint与LinkedIn",
"evidenceIds": [
"UNCLEAR5-31367-YC",
"UNCLEAR5-31367-HOME",
"YCAIRE11-AND-YC",
"YCAIRE11-AND-HOME",
"YCAIRE11-AND-ABOUT",
"YCAIRE11-AND-TERMS",
"YCAIRE11-AND-IMPRINT",
"YCAIRE11-AND-LI"
],
"revenueStatus": "unknown",
"businessModel": "AI采购经纪与人工服务按成交额佣金；当前金融AI实验室模式/采购持续性待核，不当纯软件订阅",
"entityBasis": "同域about两创始人与YC对应；terms Andustry Inc.与imprint Andustry GmbH并列，未核注册/关联/知识产权及合同收入归属，不重复计主体",
"classificationBasis": "现可读AI工业采购按C07；金融服务AI实验室另列版本，不强推C01模型研发或将贸易本金归收入",
"extraUrl": "https://www.andustry.com/",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-10-31",
"summary": "www明确AI搜索供应商，人工审核；LinkedIn仅应用AI实验室未给具体当前金融模型，未得模型产物或独立测试。",
"evidenceIds": [
"YCAIRE11-AND-HOME",
"YCAIRE11-AND-TERMS",
"YCAIRE11-AND-LI"
]
}
}
],
"observations": [
@@ -94117,6 +94161,149 @@
"kind": "公司自述/官方应用商店原始资料及版本边界",
"summary": "可读HTML指南标Version0.3 Pre-release（2026-10）、参数可变，托管载荷留轨、返回载荷回收，按任务确定条件并含集成/验收与回收服务。",
"limitation": "读取HTML而非另链PDF，不称全套文件核验。接口/客户验收要求不代表已通过试验/收费合同，仍未见价格；研发、发射/保险/回收与载荷服务成本不同于纯软件ARR，未提交任务表单。"
},
{
"id": "YCAIRE11-UNIFOLD-HOME",
"companyId": null,
"title": "Unifold当前支付编排与价格入口",
"url": "https://unifold.io/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "当前官网为跨链入金、出金、结算/API及规则驱动编排，Pricing点击仍同首页，无可读具体费表。演示商店49.99/地址与资产余额另列。",
"limitation": "支付自动化/Agent客户不证明自身AI模型。示例、客户入金与资产不作营收；首页合规/零拒付口号非独立审计/保证，未提交表单或连接钱包。"
},
{
"id": "YCAIRE11-UNIFOLD-TERMS",
"companyId": null,
"title": "Unifold有限技术代理与第三方费用",
"url": "https://unifold.io/terms",
"publishedAt": "2026-08-19",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "条款自述Unifold, Inc. Delaware，用户指令的有限技术代理、无自主交易裁量；第三方Relay等路由/执行及HIFI金融处理，用户承担网络/协议费用。",
"limitation": "代理一词不是AI Agent证明，条款描述不是独立法律/托管核验。临时钱包访问与用户资产非公司收入，不把所有网络/协议费归Unifold或推零收入，实际净费/订阅缺项保留。"
},
{
"id": "YCAIRE11-AE-HOME",
"companyId": null,
"title": "WaveSight预购入口与旧团队业绩",
"url": "https://www.appliedelectrodynamics.com/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "官网穿透成像用于建筑/检查，1mm/毫米精度为宣传；预购入口实际为登记早期访问、发布价格和更新信息的表单，未列金额。",
"limitation": "预购按钮不证明已付款订单或发货。250余专利/iPhone/Nest属于团队履历，不归新公司商业客户/销售；当前成像算法未明确学习模型，不提升AI资格或独立性能。"
},
{
"id": "YCAIRE11-AE-LAUNCH",
"companyId": null,
"title": "Applied Electrodynamics原始域名反链与阶段",
"url": "https://www.ycombinator.com/launches/SAN-applied-electrodynamics-a-new-kind-of-camera-that-can-see-through-walls",
"publishedAt": "2026-07-30",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "原YC发布称已做射频硬件与成像算法，下一步手持融合RGB/热成像；其ae-dyn.com反链本轮跳当前appliedelectrodynamics.com。",
"limitation": "域名反链补品牌对应，非注册/模型核验；making world machine-readable不自动等训练模型。工程返工行业损失及旧团队交付不作公司收入，未来手持融合不称已售。"
},
{
"id": "YCAIRE11-TOTALIS-FEES",
"companyId": null,
"title": "Totalis当前Hyperliquid费用基数",
"url": "https://docs.totalis.trade/hyperliquid/limits-and-fees",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "当前生产费表：Combo入场按stake1.5%，胜出结算利润另1%；单一市场部分带Totalis builder订单按成交值0.1%，另有Hyperliquid自身费用，存取款无平台费但有特定网络激活费。",
"limitation": "各费基/豁免与staging不同，不把抵押/奖金/客户利润全作平台收入。费表和USDC示例不是实际成交、净费或ARR，未执行交易；具体结算/成本与当期收入待核。"
},
{
"id": "YCAIRE11-TOTALIS-MATH",
"companyId": null,
"title": "Totalis确定性抵押优化而非模型定价",
"url": "https://www.totalis.trade/blogs/parlay-collateral-efficiency-ilp",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "公司技术原文说明ILP最坏组合敞口，由HiGHS/scipy.optimize.milp确定性求解；明确不是定价/相关性估计，内部回测称按组合可释放10%—70%抵押。",
"limitation": "优化求解不单独证明学习模型/AI主营；回测与毫秒性能均公司自述未复现。减少客户抵押非平台收入/利润，示例不能当付费规模；未下载运行。"
},
{
"id": "YCAIRE11-TOTALIS-TERMS",
"companyId": null,
"title": "Totalis运营主体与链/合同版本差异",
"url": "https://docs.totalis.trade/terms-of-service",
"publishedAt": "2026-04-30",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "条款自述UCALLEDIT, Inc.运营Totalis、平台默认胜方利润1%费，仍以Solana USDC为默认链描述；当前主站/费用文档另列Hyperliquid。",
"limitation": "保留页面/链版本，不将旧Solana默认直接套新产品或把费率变化当造假。条款非独立登记，链/场所费与平台净费分列；Team Size旧0不当无人运营或零收入。"
},
{
"id": "YCAIRE11-AND-YC",
"companyId": "YC31367",
"title": "Andustry当前YC业务空白与创始人状态",
"url": "https://www.ycombinator.com/companies/andustry",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "YC原文可读自报2026/Team2/Active，仍无产品正文，标签Trading；Het Dave列Active Founder，Johann Stürken列Former Founder，反链无www域。",
"limitation": "团队字段与创始人状态不推实际当前全员/退出日期。www官网尚列两创始人、工业采购与金融实验室描述须并存，不能据旧团队页面宣称二人仍同职。"
},
{
"id": "YCAIRE11-AND-HOME",
"companyId": "YC31367",
"title": "Andustry可读www的AI采购与佣金",
"url": "https://www.andustry.com/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "www页面明确AI搜索供应商、人工资格审核与商业流程托管，成交收采购额小佣金、无订阅/挂牌费，未成交不收费。",
"limitation": "无www直达仍无正文，版本/当前主营沿革待核；AI任务仅厂商描述。30%平均节省、订单额、客户节省和月原料吨数不是公司净费或ARR，未列佣金率/实际收款。"
},
{
"id": "YCAIRE11-AND-ABOUT",
"companyId": "YC31367",
"title": "Andustry www团队与YC身份对应",
"url": "https://www.andustry.com/about",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "www团队页列Het Dave与Johann Stürken，与YC姓名/经历对应，补当前域读到的工业采购页归属；仍称两位Co-Founder。",
"limitation": "网页对应不等法律主体/知识产权或业务当前性全核。Het旧研究售给保险公司及Johann前机构/家族商贸不归新公司收入，YC Former Founder差异保留。"
},
{
"id": "YCAIRE11-AND-TERMS",
"companyId": "YC31367",
"title": "Andustry工业市场成功费合同自述",
"url": "https://www.andustry.com/terms",
"publishedAt": "2026-01-04",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "条款自述AI工业市场与Andustry Inc./San Francisco，匹配/资格/沟通，不持有商品、不直接处理支付；挂牌免费、完成交易成功费，双方直接支付。",
"limitation": "与imprint的GmbH并列不强选唯一法人，实际费表/合同主体待核。货款/订单与佣金净费分开，市场Facilitator与人工经纪不同责任和收入分摊未知，不推纯SaaS。"
},
{
"id": "YCAIRE11-AND-IMPRINT",
"companyId": "YC31367",
"title": "Andustry GmbH站点登记自述与主体缺项",
"url": "https://www.andustry.com/imprint",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "原站imprint列Andustry GmbH、Munich和Johann代表、HRB311753，与同域terms的Andustry Inc.并存。",
"limitation": "这是公司站点登记声明非独立商业登记核验，未把Inc./GmbH计作两家或推定母子关系、迁址/转换日期。YC2026自述不因此重写，需核注册与合同沿革。"
},
{
"id": "YCAIRE11-AND-LI",
"companyId": "YC31367",
"title": "Andustry公司页应用AI实验室与采购页面差异",
"url": "https://www.linkedin.com/company/andustry-ai/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始技术与合同资料",
"summary": "原公司页可读About称applied AI lab、行业Financial Services，关联员工Het/Johann；www可读仍工业AI采购，YCTrading无产品正文。",
"limitation": "仅实验室口号未给当前金融AI交付，不能据目录推自研量化产品或收入。保留现可读业务版本与主体/转型时间缺项，不采第三方重构YC申请为提交原文。"
}
],
"reviews": [
@@ -102486,6 +102673,61 @@
"YCAIRE10-SPOT-NAMESAKE"
],
"handling": "AI主营仍待核，不新增公司/观测。补实际收费表、处理款/FX/卡净费、托管/伙伴分摊及法律主体链，不能用TPV43%/周或用户27%/周增长推收入；MSB/安全为自述，未独立监管审查，不采第三方无原始依据评价。"
},
{
"id": "YCAIRE11-R-AND-MODEL",
"type": "AI采购经纪的人力、佣金与业务沿革初评",
"company": "Andustry",
"scope": "companies",
"companyIds": [
"YC31367"
],
"summary": "www描述AI搜索/人工资格核验、按成交额佣金且无订阅；公司金融AI实验室/YCTrading与工业网站并存，主体和当前主业未全核。",
"evidenceIds": [
"YCAIRE11-AND-YC",
"YCAIRE11-AND-HOME",
"YCAIRE11-AND-ABOUT",
"YCAIRE11-AND-TERMS",
"YCAIRE11-AND-IMPRINT",
"YCAIRE11-AND-LI"
],
"handling": "需要佣金合同/到账、人工采购资格/物流成本、重复订单留存及Inc./GmbH收入归属后再估毛利。采购额/客户节省/原料吞吐不是ARR，按成交反复收入也不直接叫订阅；若金融转型须另核交付/日期，不把无模型说明的实验室升模型厂商。"
},
{
"id": "YCAIRE11-R-NONAI",
"type": "有限技术代理、射频成像与抵押ILP的AI边界",
"company": "Unifold / Applied Electrodynamics / Totalis",
"scope": "dataset",
"summary": "支付技术代理/规则编排、射频成像与确定性ILP求解均未补明确自身学习模型，三项仍pending-ai。",
"evidenceIds": [
"YCAIRE11-UNIFOLD-HOME",
"YCAIRE11-UNIFOLD-TERMS",
"YCAIRE11-AE-HOME",
"YCAIRE11-AE-LAUNCH",
"YCAIRE11-TOTALIS-FEES",
"YCAIRE11-TOTALIS-MATH",
"YCAIRE11-TOTALIS-TERMS"
],
"handling": "自动化、Agent术语、机器可读和AI交易题材不自动确认AI核心。Unifold第三方费用/用户资产、WaveSight早期登记/团队旧专利、Totalis抵押资本与Fee基数不能当公司ARR。未执行外部SDK、求解器或交易；当前合同/实际交付及技术需补。"
},
{
"id": "YCAIRE11-R-VERSIONS",
"type": "主体、链与当前产品版本差异",
"company": "Andustry / Totalis",
"scope": "dataset",
"summary": "Andustry www工业服务、公司金融实验室与YCTrading并存，Inc./GmbH和两站创始人状态不同；Totalis当前Hyperliquid费用与旧Solana条款分开。",
"evidenceIds": [
"YCAIRE11-TOTALIS-FEES",
"YCAIRE11-TOTALIS-MATH",
"YCAIRE11-TOTALIS-TERMS",
"YCAIRE11-AND-YC",
"YCAIRE11-AND-HOME",
"YCAIRE11-AND-ABOUT",
"YCAIRE11-AND-TERMS",
"YCAIRE11-AND-IMPRINT",
"YCAIRE11-AND-LI"
],
"handling": "不同页面/日期不直接判矛盾或财务造假，保留当前性和适用合同缺项。Andustry不重复新增主体，Totalis利润费、入场费/builder费及第三方链费用不互换，定价和抵押ILP角色分开，无新增财务观测。"
}
],
"coverage": {
@@ -106538,9 +106780,11 @@
"status": "pending-ai",
"evidenceIds": [
"UNCLEAR4-31296-YC",
"UNCLEAR4-31296-LAUNCH1"
"UNCLEAR4-31296-LAUNCH1",
"YCAIRE11-UNIFOLD-HOME",
"YCAIRE11-UNIFOLD-TERMS"
],
"note": "原ai-unclear，YC自报2026年成立。多链入金API/SDK；服务Agent或AI客户不等AI核心主营，客户充值/结算与前公司3000万用户不迁为公司收入。 AI主营继续待核，不计公司表，不是永久排除。"
"note": "原ai-unclear，YC自报2026年成立。多链入金API/SDK；服务Agent或AI客户不等AI核心主营，客户充值/结算与前公司3000万用户不迁为公司收入。 AI主营继续待核，不计公司表，不是永久排除。 后续官网规则/政策编排与条款有限技术代理（非自主裁量）、第三方Relay/HIFI/网络费分开，Pricing仍首页未得费表。无明确自身AI，示例和入金不作收入，仍待核。"
}
]
},
@@ -106563,9 +106807,11 @@
"evidenceIds": [
"UNCLEAR5-31298-YC",
"UNCLEAR5-31298-LAUNCH1",
"UNCLEAR5-31298-HOME"
"UNCLEAR5-31298-HOME",
"YCAIRE11-AE-HOME",
"YCAIRE11-AE-LAUNCH"
],
"note": "原ai-unclear，YC自报2026年成立。穿透成像硬件/算法用于建筑和检查；机器可读、成像算法及创始人旧智能设备不足以单独确认当前AI模型主营。预购/1mm宣传非实销或独立性能证明。 AI主营继续待核，不计主公司表，也非永久排除。"
"note": "原ai-unclear，YC自报2026年成立。穿透成像硬件/算法用于建筑和检查；机器可读、成像算法及创始人旧智能设备不足以单独确认当前AI模型主营。预购/1mm宣传非实销或独立性能证明。 AI主营继续待核，不计主公司表，也非永久排除。 后续ae-dyn原反链跳当前域，预购实际登记早期访问/发布价格，未列金额；250专利及Nest/iPhone旧团队履历不归新交付，射频成像算法/下一步融合仍未明学习模型，继续待核。"
},
{
"id": "YC-AI5-31329",
@@ -106593,9 +106839,12 @@
"evidenceIds": [
"UNCLEAR5-31344-YC",
"UNCLEAR5-31344-LAUNCH1",
"UNCLEAR5-31344-HOME"
"UNCLEAR5-31344-HOME",
"YCAIRE11-TOTALIS-FEES",
"YCAIRE11-TOTALIS-MATH",
"YCAIRE11-TOTALIS-TERMS"
],
"note": "原ai-unclear，YC自报2026年成立。预测市场组合交易/RFQ；AI题材、相关性定价和数学优化不自动等AI主营，用户头寸/押注不当净收入，Team Size=0仅原自述字段不作无人运营结论。 AI主营继续待核，不计主公司表，也非永久排除。"
"note": "原ai-unclear，YC自报2026年成立。预测市场组合交易/RFQ；AI题材、相关性定价和数学优化不自动等AI主营，用户头寸/押注不当净收入，Team Size=0仅原自述字段不作无人运营结论。 AI主营继续待核，不计主公司表，也非永久排除。 后续Hyperliquid生产费表入场stake1.5%/胜出利润1%/部分builder成交0.1%与网络费分开；旧Solana条款运营者UCALLEDIT, Inc.并列。抵押ILP确定性HiGHS求解非相关性定价或学习模型，内部10%—70%资本释放非收入/独立性能，仍待核。"
},
{
"id": "YC-AI5-31345",
@@ -106649,15 +106898,22 @@
"id": "YC-AI5-31367",
"name": "Andustry",
"url": "https://www.ycombinator.com/companies/andustry",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"UNCLEAR5-31367-YC",
"UNCLEAR5-31367-HOME"
"UNCLEAR5-31367-HOME",
"YCAIRE11-AND-YC",
"YCAIRE11-AND-HOME",
"YCAIRE11-AND-ABOUT",
"YCAIRE11-AND-TERMS",
"YCAIRE11-AND-IMPRINT",
"YCAIRE11-AND-LI"
],
"note": "原ai-unclear，YC自报2026年成立。当前YC无业务正文，官网无可读文字；业务类别、AI相关性、交付及收入保留未知。 AI主营继续待核，不计主公司表，也非永久排除。"
"note": "后续可读www官网明确AI供应商搜索+人工资格审核，about同两位创始人与YC对应，按行业采购经纪C07关联；保留无www空页、YCTrading无产品正文/Former Founder与LI金融服务AI实验室差异，当前产品沿革及转型时间待核。技术仅厂商描述，YC2026/Team2自报；Inc.条款与GmbH imprint并存不强配或计两家。无订阅、仅成交佣金，客户节省/订单/原料吨数非ARR，无新增收入。",
"companyId": "YC31367"
},
{
"id": "YC-AI5-31372",
@@ -116248,6 +116504,23 @@
"YCAIRE9-FORT-REFUND"
],
"reason": "公司说明动作数据20K重复与睡眠训练/验证夜数，支持训练模型任务关联，仅description；未给独立评测/医学验证，负重仍需用户补录。 原1428/928发现快照不改，收入未知。"
},
{
"ycId": 31367,
"originalStatus": "ai-unclear",
"companyId": "YC31367",
"reviewedAt": "2026-10-31",
"evidenceIds": [
"UNCLEAR5-31367-YC",
"UNCLEAR5-31367-HOME",
"YCAIRE11-AND-YC",
"YCAIRE11-AND-HOME",
"YCAIRE11-AND-ABOUT",
"YCAIRE11-AND-TERMS",
"YCAIRE11-AND-IMPRINT",
"YCAIRE11-AND-LI"
],
"reason": "可读www明确AI供应商搜索且about与YC创始人对应，按C07描述关联；保留金融实验室/Trading、创始人现状态及Inc./GmbH沿革缺项。原1428/928发现不改，无收入观测。"
}
]
}
content/research/ai-companies.sources.json
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-10-31-yc-ai-revisit-10",
"sourceVersion": "2026-10-31-yc-ai-revisit-11",
"asOf": "2026-10-31",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",