补充中文AI样本及成立年和近名实体核查

2026-10-30 05:38:35 +08:00
parent aa2d3fe244
commit 3e0cbf9831
5 changed files with 208 additions and 10 deletions
@@ -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": {
@@ -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",