From 3e0cbf983146e26da03c88f431e59924f230c8cb Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:38:35 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E5=85=85=E4=B8=AD=E6=96=87AI=E6=A0=B7?= =?UTF-8?q?=E6=9C=AC=E5=8F=8A=E6=88=90=E7=AB=8B=E5=B9=B4=E5=92=8C=E8=BF=91?= =?UTF-8?q?=E5=90=8D=E5=AE=9E=E4=BD=93=E6=A0=B8=E6=9F=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 5 +- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 8 +- content/research/ai-companies.seed.json | 199 ++++++++++++++++++++++- content/research/ai-income-analysis.json | 2 +- 5 files changed, 208 insertions(+), 10 deletions(-) diff --git a/README.md b/README.md index 1750678..be9bc75 100644 --- a/README.md +++ b/README.md @@ -98,8 +98,9 @@ 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 1,003 条公司/产品记录、10 类业务及待分类组、1,060 条证据记录和 129 条经营观测。 -其中保留 59 家个案资料、928 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 1,006 条公司/产品记录、10 类业务及待分类组、1,067 条证据记录和 129 条经营观测。 +其中保留 62 家个案资料、928 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。 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。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index b12a00a..356cbc3 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -185,9 +185,9 @@ 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, 1003); + assert.equal(research.companies.length, 1006); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1060); + assert.equal(research.evidence.length, 1067); assert.equal(research.observations.length, 129); 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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 9b6efb4..35c309a 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,8 +23,8 @@ 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, 1003); - assert.equal(initial.evidence.length, 1060); + assert.equal(initial.companies.length, 1006); + assert.equal(initial.evidence.length, 1067); assert.equal(initial.observations.length, 129); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); @@ -63,11 +63,11 @@ test("research validation rejects broken evidence and unsafe source links", () = 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), 1003); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1006); assert.equal(summary.reduce((n, c) => n + c.self, 0), 9); 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), 977); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); 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/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c1cfab4..4ce909a 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-income-2", + "version": "2026-10-30-global-1", "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": [ @@ -28196,6 +28196,83 @@ "businessModel": "订阅与用量额度", "entityBasis": "公司品牌；注册实体及地区登记尚未核验", "classificationBasis": "公司定位为小企业综合经营平台，主类C05；营销和内容生成为次级功能。" + }, + { + "id": "AI060", + "name": "风火轮萤图（ThinkWheel）", + "url": "https://thinkwheel.net/about", + "cat": "C10", + "year": 2025, + "team": null, + "location": "中国上海", + "business": "主动交互具身智能大脑与智能硬件，面向家庭陪伴及机器人厂商。", + "buyer": "据官方产品定位，实际客户构成未核验", + "delivery": "公司展示具身平台与家庭陪伴产品；规模化与性能为自述", + "notes": "成立年取自官网，未核验登记原件；收入、实际交付量和团队人数未知。", + "cohort": "官网自述2025-03-31成立", + "teamBasis": null, + "price": "本轮未找到可可靠入表的公开统一价格", + "stage": "公开产品/研发资料；商业交付效果未独立核验", + "sourceType": "公司官方资料；部分成立信息为二手工商资料", + "evidenceIds": [ + "CN-TW" + ], + "revenueStatus": "unknown", + "businessModel": "具身平台与硬件；收入结构待核", + "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" + }, + { + "id": "AI061", + "name": "NaiveAI（北京智衍慧生）", + "url": "https://naive.ai/en/", + "cat": "C01", + "year": 2026, + "team": null, + "location": "中国北京（资料登记地）", + "business": "开放权重模型与模型研发自动化；官方发布Naive-N0.5-Flash研究说明。", + "buyer": "据官方产品定位，实际客户构成未核验", + "delivery": "官网提供模型权重及API入口；未独立部署或复测", + "notes": "与AI003 YC Naïve分开：域名、产品和团队不同；官网模型发布比二手目录中未发布的描述更新，融资不作为收入。", + "cohort": "2026年成立暂据投资界二手工商资料；精确登记待核", + "teamBasis": null, + "price": "研究公告列出拟提供API的token价格；实际计费和调用可用性未测试", + "stage": "公开产品/研发资料；商业交付效果未独立核验", + "sourceType": "公司官方资料；部分成立信息为二手工商资料", + "evidenceIds": [ + "CN-NAIVE-MODEL", + "CN-NAIVE-REG" + ], + "revenueStatus": "unknown", + "businessModel": "开放权重与API；实际付费收入未知", + "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" + }, + { + "id": "AI062", + "name": "MiroMind（AI研发与MiroThinker）", + "url": "https://www.miromind.ai/", + "cat": "C03", + "year": null, + "team": null, + "location": null, + "business": "开放深度研究Agent框架与推理产品，提供MiroThinker服务。", + "buyer": "据官方产品定位，实际客户构成未核验", + "delivery": "2025年官方研发记录，现有公开网页产品及定价入口；未独立性能测试", + "notes": "仅据日期证明当时已公开研发，不认定首次发布或注册日期；不与miromind.com SEO机构或搜索所得同名个体户自动合并。", + "cohort": "2025年已有公开研发记录；公司成立年未核，不计入成立年分组", + "teamBasis": null, + "price": "Pro月付19美元、一次性额度包4.99美元；2026-10-30公开定价快照", + "stage": "公开产品/研发资料；商业交付效果未独立核验", + "sourceType": "公司官方资料；部分成立信息为二手工商资料", + "evidenceIds": [ + "CN-MIRO-2025", + "CN-MIRO-PRICE" + ], + "revenueStatus": "unknown", + "businessModel": "订阅与一次性额度包", + "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" } ], "observations": [ @@ -42016,6 +42093,83 @@ "kind": "原始采访", "summary": "创始人称毛利为负。", "limitation": "受访者声明，未独立审计。" + }, + { + "id": "CN-TW", + "companyId": "AI060", + "title": "ThinkWheel官方公司介绍", + "url": "https://thinkwheel.net/about", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "官网注明2025-03-31成立，上海总部，研发具身交互大脑及家庭陪伴硬件。", + "limitation": "官网自述，未查验登记原件、交付数量和技术性能；资本与规模表述不代表收入。" + }, + { + "id": "CN-NAIVE-MODEL", + "companyId": "AI061", + "title": "NaiveAI模型研究发布", + "url": "https://naive.ai/en/research/", + "publishedAt": "2026-09-27", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "官方发布Naive-N0.5-Flash，称开放模型权重和推理代码，并列API计划。", + "limitation": "模型能力与基准均为开发方声明，本轮未复现；开放权重及价格不证明实际收入。" + }, + { + "id": "CN-NAIVE-REG", + "companyId": "AI061", + "title": "投资界Naive.ai企业资料", + "url": "https://vc.pedaily.cn/company/903678.html", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "二手公司与工商资料", + "summary": "资料对应北京智衍慧生科技有限公司，登记日期标为2026-01-29。", + "limitation": "二手整理的工商信息，非本轮直接读取登记原件；页面AI摘要仍称模型尚未发布，与更新的官方研究页不一致，仅用其身份及成立年作暂定依据。" + }, + { + "id": "CN-MIRO-2025", + "companyId": "AI062", + "title": "MiroMind 2025年研究框架公告", + "url": "https://www.miromind.ai/blog/miromind-s-open-deep-research-framework-tops-futurex-benchmark-heralds-a-new-paradigm-in-ai", + "publishedAt": "2025-09-19", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "2025-09-19官方讨论Miroflow深度研究Agent框架，证明当时已有公开研发记录。", + "limitation": "不证明公司注册日期或首次产品发布；基准结果为开发方声明，未独立复现。" + }, + { + "id": "CN-MIRO-PRICE", + "companyId": "AI062", + "title": "MiroMind公开定价", + "url": "https://www.miromind.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "月付Pro 19美元；一次性Starter Boost 4.99美元；订阅与额度包分别列示。", + "limitation": "访问时点价格可能变化；不能将所有额度包销售年化为经常性订阅收入。" + }, + { + "id": "CN-PSI-YEAR", + "companyId": null, + "title": "灵初智能官方成立时间", + "url": "https://www.psibot.ai/about-us_zh/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "公司介绍及里程碑注明2024年成立。", + "limitation": "今年产品发布或融资不改变公司成立年份；本轮排除成立年主样本。" + }, + { + "id": "CN-DEEP-PENDING", + "companyId": null, + "title": "深度原理官方公司介绍", + "url": "https://www.deepprinciple.com/cn/about.html", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "官方介绍材料化学AI业务，但可读取正文未列成立日期。", + "limitation": "本轮未取得直接成立日期证据，暂不新增为2025—2026成立公司；2025备案号不能替代成立年。" } ], "reviews": [ @@ -42305,6 +42459,49 @@ "RUN-PRICE" ], "handling": "保留原文ARR并标明日期不确定性，排除同期ARR统计；毛利声明仅作待核查经营线索，不推断造假。" + }, + { + "id": "CN-R-NAIVE", + "type": "近名实体与来源时效", + "company": "NaiveAI / Naïve", + "summary": "中国模型团队naive.ai与YC企业Agent公司usenaive.ai分开建档；二手目录未发布描述落后于官方模型研究页。", + "evidenceIds": [ + "CN-NAIVE-MODEL", + "CN-NAIVE-REG", + "E003" + ], + "handling": "分别记录AI061和AI003，不合并团队、融资、模型表现或收入；成立年暂据二手资料并标明缺口。" + }, + { + "id": "CN-R-PSI", + "type": "成立年排除", + "company": "灵初智能", + "summary": "官网注明2024年成立，超出2025—2026成立年范围。", + "evidenceIds": [ + "CN-PSI-YEAR" + ], + "handling": "仅保留排除证据和复核记录，不计入公司主样本或ARR比较。" + }, + { + "id": "CN-R-MIRO", + "type": "成立年与同名实体待核", + "company": "MiroMind", + "summary": "官方2025研发记录可读，成立日期与工商主体尚未确认。", + "evidenceIds": [ + "CN-MIRO-2025", + "CN-MIRO-PRICE" + ], + "handling": "year保持null，公开研发年份单列；不自动匹配同名SEO公司或个体户，不参与成立年2025/2026统计。" + }, + { + "id": "CN-R-DEEP", + "type": "成立日期证据不足", + "company": "深度原理", + "summary": "官方介绍确认材料AI业务，未确认成立年份。", + "evidenceIds": [ + "CN-DEEP-PENDING" + ], + "handling": "不以备案年份代替成立年，本轮暂不纳入成立年主样本。" } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index d87a17c..532895b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-income-2", + "sourceVersion": "2026-10-30-global-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",