From 3e2183798da67856a22cc5082ebe7717935c3515 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 03:54:22 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E5=85=85=20AI=20=E5=85=AC=E5=8F=B8?= =?UTF-8?q?=E6=94=B6=E5=85=A5=E8=AF=81=E6=8D=AE=E5=8F=8A=E5=A3=B0=E6=98=8E?= =?UTF-8?q?=E7=BA=A0=E9=94=99=E6=A1=88=E4=BE=8B?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 4 +- apps/docs/scripts/auth-cli.ts | 6 +- .../docs/src/components/AICompanyResearch.tsx | 14 +- apps/docs/src/lib/ai-research.ts | 2 +- apps/docs/tests/research.test.ts | 29 +- content/research/ai-companies.seed.json | 464 +++++++++++++++++- 6 files changed, 499 insertions(+), 20 deletions(-) diff --git a/README.md b/README.md index b23ed82..5c99662 100644 --- a/README.md +++ b/README.md @@ -98,9 +98,11 @@ 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。 -首批资料包含 54 家公司、10 类业务、87 条证据记录和 63 条经营观测。 +首批资料包含 58 家公司、10 类业务、100 条证据记录和 75 条经营观测。 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。 +团队规模下界在列表中显示比较符，商业成熟度展示公开交付证据，不等于技术能力排名。 当前尚不能可靠计算领域 ARR 均值、离散排名或财务造假概率。 `pnpm test:research` 在远程 Runner 上验证同库持久化、重复读取、版本导入与回退、 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 50620f2..9ae8e89 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -185,10 +185,10 @@ 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, 54); + assert.equal(research.companies.length, 58); assert.equal(research.categories.length, 10); - assert.equal(research.evidence.length, 87); - assert.equal(research.observations.length, 63); + assert.equal(research.evidence.length, 100); + assert.equal(research.observations.length, 75); 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/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index 36a27fe..b9ffdcc 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -4,10 +4,10 @@ import { } from "@/lib/ai-research"; const pageSize = 12; -const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第三方估算", unknown: "本轮未找到收入数字" }; +const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第三方估算", unknown: "暂无可用收入数字" }; const useLabels: Record = { signal: "公司披露信号", estimate: "第三方估算", historical: "历史里程碑", - "historical-estimate": "历史估算", excluded: "排除收入比较", scale: "团队规模", + "historical-estimate": "其他时点估算", excluded: "排除收入比较", scale: "团队规模", adoption: "采用规模", funding: "融资", crosscheck: "同一里程碑的其他资料", }; const money = (value: number, unit = "USD") => unit === "USD" @@ -106,14 +106,14 @@ export default function AICompanyResearch() { - +
{filtered.length} 家匹配公司
-
+
公司分类与经营资料。选择公司名称查看指标和原始证据。
公司 / 地区业务与买家成立 / 发布组别团队规模收入资料
{filtered.slice(page * pageSize, (page + 1) * pageSize).map((c) => - + )}
公司分类与经营资料。选择公司名称查看指标和原始证据。
公司 / 地区业务与买家成立 / 发布组别团队规模商业成熟度收入资料
{c.location ?? "地区未注明"} {categories.get(c.cat)?.name}

{c.business}

买家：{c.buyer}		{c.cohort}{c.team ?? "未披露"}{c.team !== null && " 人"}{revenueLabels[c.revenueStatus]}{c.cohort}{c.team !== null && c.teamBound}{c.team ?? "未披露"}{c.team !== null && " 人"}{c.stage}{revenueLabels[c.revenueStatus]}
{!filtered.length &&

没有匹配公司，请调整筛选条件。

} @@ -122,11 +122,11 @@ export default function AICompanyResearch() { {tab === "revenue" && <>

目前找到 {revenueCompanies} 家公司的收入信号。大多是缺少日历时点的历史里程碑，且 ARR 与年化收入尚未统一。领域均值和离散度暂不计算。

{observed.map((o) =>
-
{money(o.value, o.unit)}
+
{o.bound !== "=" && o.bound}{money(o.value, o.unit)}
{o.kind} · {useLabels[o.selection]} · {o.timing}
)}
-
{summaries.map((c) => )}
各领域收入可得性；未建立同期、同龄、同口径比较组
业务分类公司披露数仅估算数本轮未找到数字同期均值 / 离散度
{c.self}{c.estimate}{c.unknown}条件不足
+
{summaries.map((c) => )}
各领域收入可得性；未建立同期、同龄、同口径比较组
业务分类公司披露数仅估算数暂无可用数字同期均值 / 离散度
{c.self}{c.estimate}{c.unknown}条件不足

离散度用于筛选值得核查的异常，还需排除公司年龄、口径和披露偏差；不能据此认定财务造假。

} {tab === "sources" && <>

来源链接保留原始位置。相同 URL 的记录可能属于同一披露，不能按记录数计算独立证据数量。

    {data.evidence.map((e) => )}
} diff --git a/apps/docs/src/lib/ai-research.ts b/apps/docs/src/lib/ai-research.ts index ced9ce9..fbcde1e 100644 --- a/apps/docs/src/lib/ai-research.ts +++ b/apps/docs/src/lib/ai-research.ts @@ -1,7 +1,7 @@ export type ResearchCategory = { id: string; name: string; description: string }; export type ResearchCompany = { id: string; name: string; url: string; cat: string; year: number | null; - team: number | null; location: string | null; business: string; buyer: string; + team: number | null; teamBound?: ">" | "≥"; location: string | null; business: string; buyer: string; delivery: string; notes: string; cohort: string; teamBasis: string | null; price: string; stage: string; sourceType: string; evidenceIds: string[]; revenueStatus: "self" | "estimate" | "unknown"; diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 4c2c7ed..b67cd91 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -20,9 +20,9 @@ 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, 54); - assert.equal(initial.evidence.length, 87); - assert.equal(initial.observations.length, 63); + assert.equal(initial.companies.length, 58); + assert.equal(initial.evidence.length, 100); + assert.equal(initial.observations.length, 75); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -60,11 +60,28 @@ 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), 54); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 5); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 58); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 8); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 48); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 49); 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")); }); + +// Retractions and forecasts must stay visible for review without becoming revenue signals. +test("retracted ARR and projected margins remain excluded", () => { + const snapshot = seed as ResearchSnapshot; + const cluely = snapshot.companies.find((c) => c.name === "Cluely")!; + assert.equal(cluely.revenueStatus, "unknown"); + assert.ok(snapshot.reviews.some((r) => r.company === "Cluely" && r.evidenceIds.includes("E100"))); + const retracted = snapshot.observations.filter((o) => o.company === cluely.id); + assert.ok(retracted.length > 0); + assert.ok(retracted.every((o) => o.selection === "excluded")); + const forecast = snapshot.observations.find((o) => o.kind === "非GAAP毛利率预期")!; + assert.equal(forecast.selection, "excluded"); + const peec = snapshot.companies.find((c) => c.name === "Peec AI")!; + assert.equal(peec.teamBound, ">"); + assert.equal(snapshot.observations.filter((o) => o.company === peec.id && o.selection === "signal").length, 1); + assert.ok(snapshot.observations.some((o) => o.company === peec.id && o.selection === "historical-estimate")); +}); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 9195735..328d8ae 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,11 +1,12 @@ { - "version": "2026-10-30-pilot-2", + "version": "2026-10-30-pilot-3", "asOf": "2026-10-30", "scope": "全球公开资料定向试样，2025—2026年成立公司为主，公开发布与转型对照单列。", "limitations": [ "非随机样本，YC和英文资料偏多；不代表全球全量公司。", "没有统一时点、同龄且同口径的ARR可比组；不计算领域收入排名或造假概率。", - "公司介绍和技术指标大多为自述，尚未独立测试；未披露不代表零收入。" + "公司介绍和技术指标大多为自述，尚未独立测试；未披露不代表零收入。", + "新增并购业务、收入声明撤回与第三方后续估算案例；仍未建立同日、同龄、同口径的领域ARR比较组。" ], "categories": [ { @@ -1373,6 +1374,105 @@ "E054" ], "revenueStatus": "unknown" + }, + { + "id": "AI055", + "name": "Peec AI", + "url": "https://peec.ai", + "cat": "C06", + "year": 2025, + "team": 70, + "location": "德国柏林 / 美国纽约", + "business": "追踪品牌在AI搜索答案中的可见度、引用与竞争表现", + "buyer": "品牌营销团队与代理机构", + "delivery": "公司披露客户采用及ARR；未独立测试优化效果", + "notes": "2025年1月成立、2月产品上线；团队2024年已在Antler相识。", + "cohort": "2025年成立", + "teamBasis": "2026-05-28公司披露超过70名员工；70为下界，非10月人数", + "price": "本轮未核验当前套餐", + "stage": "有公司披露的商业使用", + "sourceType": "公司公告；第三方估算单列", + "evidenceIds": [ + "E088", + "E089", + "E090" + ], + "revenueStatus": "self", + "teamBound": ">" + }, + { + "id": "AI056", + "name": "Base44", + "url": "https://base44.com", + "cat": "C04", + "year": 2025, + "team": null, + "location": "以色列", + "business": "用自然语言生成应用，并提供数据库、认证与托管", + "buyer": "创业者、小企业与内部工具团队", + "delivery": "上市公司披露经营增长；技术质量尚未独立测试", + "notes": "2025年成立，同年6月被Wix收购；收购后收入与独立初创组分开。", + "cohort": "2025年成立", + "teamBasis": null, + "price": "免费层＋含消息/集成积分的分档订阅；价格见2026-07说明", + "stage": "已收购，商业运营", + "sourceType": "收购方管理层披露；媒体转述创始人声明", + "evidenceIds": [ + "E091", + "E092", + "E093", + "E094", + "E095", + "E096" + ], + "revenueStatus": "self", + "pricingEvidence": "E096" + }, + { + "id": "AI057", + "name": "Alia", + "url": "https://usealia.com", + "cat": "C05", + "year": 2025, + "team": 6, + "location": "美国旧金山", + "business": "连接团队与工具上下文，识别阻碍并协调工作", + "buyer": "企业团队负责人", + "delivery": "投资机构资料称已有客户和live ARR，未独立确认留存", + "notes": "投资机构页面的客户订单量属于客户业务，不计作Alia收入。", + "cohort": "2025年成立", + "teamBasis": "speedrun页面6 Employees；日历截至日未注明，2026-10-30访问", + "price": "本轮未核验定价", + "stage": "投资机构披露有付费使用，待核验", + "sourceType": "a16z speedrun公司资料", + "evidenceIds": [ + "E097" + ], + "revenueStatus": "self" + }, + { + "id": "AI058", + "name": "Cluely", + "url": "https://cluely.com", + "cat": "C05", + "year": 2025, + "team": null, + "location": "美国纽约", + "business": "实时会议问答与会议记录助手", + "buyer": "个人及企业会议用户", + "delivery": "公开公司资料可确认产品方向；未独立测试", + "notes": "原ARR声明失效，当前可用ARR未知。", + "cohort": "2025年成立", + "teamBasis": null, + "price": "本轮未核验定价", + "stage": "公开商用产品，收入声明需纠错", + "sourceType": "公司资料与媒体记录", + "evidenceIds": [ + "E098", + "E099", + "E100" + ], + "revenueStatus": "unknown" } ], "observations": [ @@ -2320,6 +2420,186 @@ "reason": "融资不是收入", "bound": "=", "comparisonGroup": null + }, + { + "id": "O064", + "company": "AI055", + "name": "Peec AI", + "kind": "ARR", + "value": 4000000, + "unit": "USD", + "timing": "2025-11-18公告时点", + "evidence": "E088", + "scope": "公司整体", + "selection": "historical", + "reason": "较早披露，保留历史；超过值不当作精确值", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "O065", + "company": "AI055", + "name": "Peec AI", + "kind": "ARR", + "value": 10000000, + "unit": "USD", + "timing": "2026-05-28公告时点", + "evidence": "E089", + "scope": "公司整体", + "selection": "signal", + "reason": "本轮最近可直接读取的公司披露；非当前10月值", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "O066", + "company": "AI055", + "name": "Peec AI", + "kind": "ARR估算", + "value": 15000000, + "unit": "USD", + "timing": "2026-08；第三方估计", + "evidence": "E090", + "scope": "公司整体", + "selection": "historical-estimate", + "reason": "后续估算单列，不覆盖公司披露", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "O067", + "company": "AI055", + "name": "Peec AI", + "kind": "员工人数", + "value": 70, + "unit": "人", + "timing": "2026-05-28公司公告", + "evidence": "E089", + "scope": "公司团队", + "selection": "scale", + "reason": "人数下界；员工与YC Team Size口径不同", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "O068", + "company": "AI055", + "name": "Peec AI", + "kind": "客户数量", + "value": 2500, + "unit": "家", + "timing": "2026-05-28公司公告", + "evidence": "E089", + "scope": "公司整体", + "selection": "adoption", + "reason": "未声明全部为付费客户，不能直接用作ARPU分母", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "O069", + "company": "AI056", + "name": "Base44", + "kind": "ARR", + "value": 100000000, + "unit": "USD", + "timing": "2026-03-04公告称近期达到", + "evidence": "E092", + "scope": "公司整体", + "selection": "historical", + "reason": "非2025年末指标；保留历史", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "O070", + "company": "AI056", + "name": "Base44", + "kind": "ARR", + "value": 150000000, + "unit": "USD", + "timing": "2026-05；5月13日公告", + "evidence": "E093", + "scope": "公司整体", + "selection": "historical", + "reason": "近似值；后有新披露", + "bound": "≈", + "comparisonGroup": null + }, + { + "id": "O071", + "company": "AI056", + "name": "Base44", + "kind": "ARR", + "value": 200000000, + "unit": "USD", + "timing": "2026-08-20创始人声明报道", + "evidence": "E095", + "scope": "公司整体", + "selection": "signal", + "reason": "媒体转述，未审计；已收购业务单列", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "O072", + "company": "AI056", + "name": "Base44", + "kind": "非GAAP毛利率预期", + "value": 60, + "unit": "百分比", + "timing": "2026-08-04对2026下半年预测", + "evidence": "E094", + "scope": "公司整体", + "selection": "excluded", + "reason": "预测，不是已实现利润，也不是ARR", + "bound": "≈", + "comparisonGroup": null + }, + { + "id": "O073", + "company": "AI057", + "name": "Alia", + "kind": "live ARR", + "value": 115000, + "unit": "USD", + "timing": "上线三个月；日历截止日未注明，2026-10-30访问", + "evidence": "E097", + "scope": "公司整体", + "selection": "signal", + "reason": "投资机构资料，含义及经常性待确认", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "O074", + "company": "AI057", + "name": "Alia", + "kind": "员工人数", + "value": 6, + "unit": "人", + "timing": "2026-10-30访问；业务截至日未注明", + "evidence": "E097", + "scope": "公司团队", + "selection": "scale", + "reason": "公司在投资机构名录的信息，非独立审计", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "O075", + "company": "AI058", + "name": "Cluely", + "kind": "已撤回的ARR声明", + "value": 7000000, + "unit": "USD", + "timing": "2025-07-03报道；2026-03-05更正", + "evidence": "E099", + "scope": "公司整体", + "selection": "excluded", + "reason": "声明失效，见E100；不能进入均值或图中有效收入信号", + "bound": "≈", + "comparisonGroup": null } ], "evidence": [ @@ -3279,6 +3559,149 @@ "kind": "公司官方定价或说明", "summary": "当前公司介绍强调平台收费，无单独AI点数加价；模型调用使用用户已有订阅。", "limitation": "访问快照2026-10-30；不据标价推算收入或毛利" + }, + { + "id": "E088", + "companyId": "AI055", + "title": "Peec AI 2025年A轮公告", + "url": "https://peec.ai/blog/we-raised-21m-series-a-to-help-brands-win-in-ai-search", + "publishedAt": "2025-11-18", + "accessedAt": "2026-10-30", + "kind": "公司公告", + "summary": "公司称2025年2月上线，11月ARR超过400万美元；团队在Antler 2024冬季批次相识。", + "limitation": "成立时间与加速器批次不同；ARR未审计。" + }, + { + "id": "E089", + "companyId": "AI055", + "title": "Peec AI 2026年5月经营公告", + "url": "https://www.globenewswire.com/news-release/2026/05/28/3303009/0/en/peec-ai-hits-10m-arr-16-months-after-launch-as-brands-race-to-optimize-for-ai-search.html", + "publishedAt": "2026-05-28", + "accessedAt": "2026-10-30", + "kind": "公司新闻稿", + "summary": "公司披露ARR超过1000万美元、客户超过2500家、员工超过70人，称2025年1月成立。", + "limitation": "GlobeNewswire为发布渠道，内容由公司提供，并非独立查账；客户不默认等于付费订阅数。" + }, + { + "id": "E090", + "companyId": "AI055", + "title": "Sacra对Peec的估算", + "url": "https://sacra.com/c/peec/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "第三方估算", + "summary": "Sacra估计2026年8月ARR为1500万美元。", + "limitation": "与公司5月披露的1000万美元时点不同；不能将估算覆盖或验证公司公告。" + }, + { + "id": "E091", + "companyId": "AI056", + "title": "Wix收购Base44公告", + "url": "https://www.wix.com/press-room/home/post/wix-further-expands-into-vibe-coding-with-acquisition-of-base44-a-hyper-growth-startup-that-simplif", + "publishedAt": "2025-06-18", + "accessedAt": "2026-10-30", + "kind": "收购方公告", + "summary": "Base44提供自然语言应用构建及后端、认证与部署；Wix宣布收购后保持独立产品经营。", + "limitation": "已收购业务与独立创业公司分组评估；收购价不是收入。" + }, + { + "id": "E092", + "companyId": "AI056", + "title": "Wix 2025全年业绩公告", + "url": "https://www.wix.com/press-room/home/post/wix-reports-fourth-quarter-and-full-year-2025-results", + "publishedAt": "2026-03-04", + "accessedAt": "2026-10-30", + "kind": "上市公司管理层披露", + "summary": "Wix称Base44近期ARR达到1亿美元，成立约一年。", + "limitation": "2025年业绩公告中的近期指标发生在2026年，不能当成2025年末ARR；该运营指标不等于单独审计收入。" + }, + { + "id": "E093", + "companyId": "AI056", + "title": "Wix 2026一季度业绩公告", + "url": "https://www.globenewswire.com/news-release/2026/05/13/3293644/0/en/Wix-Reports-First-Quarter-2026-Results.html", + "publishedAt": "2026-05-13", + "accessedAt": "2026-10-30", + "kind": "上市公司管理层披露", + "summary": "Wix称Base44在2026年5月ARR约1.5亿美元。", + "limitation": "发布日期在一季度之后，5月指标不是3月末值；ARR不等于季度确认收入。" + }, + { + "id": "E094", + "companyId": "AI056", + "title": "Wix 2026二季度业绩 SEC附件", + "url": "https://www.sec.gov/Archives/edgar/data/1576789/000162828026052108/secondquarter2026results.htm", + "publishedAt": "2026-08-04", + "accessedAt": "2026-10-30", + "kind": "监管披露中的管理层陈述", + "summary": "管理层称Base44年初非GAAP毛利率接近零，预计2026下半年约60%，并将推理和计算列为主要成本驱动。", + "limitation": "60%为前瞻预期，非已经实现的GAAP利润率；SEC公开不意味着监管机构验证每项运营指标。" + }, + { + "id": "E095", + "companyId": "AI056", + "title": "CTech报道Base44创始人收入声明", + "url": "https://www.calcalistech.com/ctechnews/article/syw900pvdzg", + "publishedAt": "2026-08-20", + "accessedAt": "2026-10-30", + "kind": "媒体转述公司声明", + "summary": "CTech转述创始人宣布Base44 ARR超过2亿美元。", + "limitation": "创始人社交声明的媒体转述，未独立核验底账；本轮未直接读取原帖。" + }, + { + "id": "E096", + "companyId": "AI056", + "title": "Base44收费说明", + "url": "https://base44.com/guides/how-much-does-base44-cost", + "publishedAt": "2026-07-26", + "accessedAt": "2026-10-30", + "kind": "公司收费说明", + "summary": "免费层和分档订阅并存，按月或按年付费，套餐包含消息及集成积分额度。", + "limitation": "价格是2026年7月页面口径；读取到索引正文，直接打开失败，不能视作10月实时价格。" + }, + { + "id": "E097", + "companyId": "AI057", + "title": "a16z speedrun Alia公司资料", + "url": "https://speedrun.a16z.com/companies/alia", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构公司资料", + "summary": "2025年成立，6名员工；资料称三个月达到11.5万美元live ARR，产品协调跨工具与团队工作。", + "limitation": "投资机构与公司有利益关系；三个月是相对时间，没有明确日历截止日；非独立审计。" + }, + { + "id": "E098", + "companyId": "AI058", + "title": "Cluely公司LinkedIn资料", + "url": "https://www.linkedin.com/company/cluely", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司资料", + "summary": "公司资料标注2025年成立、纽约总部，提供实时会议问答与会议笔记。", + "limitation": "关联员工数、招聘平台人数与正式员工并非同一口径，本轮不填单一团队人数。" + }, + { + "id": "E099", + "companyId": "AI058", + "title": "Cluely原ARR声明报道", + "url": "https://techcrunch.com/2025/07/03/cluelys-arr-doubled-in-a-week-to-7m-founder-roy-lee-says-but-rivals-are-coming/", + "publishedAt": "2025-07-03", + "accessedAt": "2026-10-30", + "kind": "媒体记录公司声明", + "summary": "创始人当时声称ARR约700万美元。", + "limitation": "该数字已撤回，排除比较。" + }, + { + "id": "E100", + "companyId": "AI058", + "title": "Cluely ARR声明更正报道", + "url": "https://techcrunch.com/2026/03/05/cluely-ceo-roy-lee-admits-to-publicly-lying-about-revenue-numbers-last-year/", + "publishedAt": "2026-03-05", + "accessedAt": "2026-10-30", + "kind": "媒体纠错", + "summary": "报道创始人承认并撤回此前ARR声明。", + "limitation": "原始社交帖访问403；本轮依据媒体纠错，不作法律定性。" } ], "reviews": [ @@ -3403,6 +3826,43 @@ "E130" ], "handling": "采用当前定价条款，不将容量订阅误记为逐事件收费" + }, + { + "id": "R12", + "type": "声明撤回", + "company": "Cluely", + "summary": "收入声明已有明确更正记录。", + "evidenceIds": [ + "E099", + "E100" + ], + "handling": "原值仅保留追溯，排除收入比较；当前收入未知，不据此推断其他公司。" + }, + { + "id": "R13", + "type": "并购与时间口径", + "company": "Base44", + "summary": "2025业绩公告含2026近期ARR；公司2025年已被收购。", + "evidenceIds": [ + "E091", + "E092", + "E093", + "E094", + "E095" + ], + "handling": "各里程碑按实际披露时间记录；收购后业务与独立初创分开。60%毛利率为预期，不当作实现值。" + }, + { + "id": "R14", + "type": "披露与估算时点不同", + "company": "Peec AI", + "summary": "公司5月披露与第三方8月估算并存；2024加速器经历不等于2024公司成立。", + "evidenceIds": [ + "E088", + "E089", + "E090" + ], + "handling": "公司值和第三方估算分别保留；未用不同日期计算行业增长或把所有客户当付费客户。" } ] }