补足ARR历史月份并更新企业规模与业务边界

2026-10-30 05:44:25 +08:00
parent cfb9273f88
commit 43bd5a86bf
5 changed files with 111 additions and 26 deletions
@@ -98,13 +98,14 @@ 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 1,006 条公司/产品记录、10 类业务及待分类组、1,069 条证据记录和 129 条经营观测。
+当前资料包含 1,006 条公司/产品记录、10 类业务及待分类组、1,071 条证据记录和 131 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。
 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。
+Emergent的1亿美元ARR里程碑补足至2026年2月；Peec采用规模和Wonderful团队规模各保留其公告日期，不将较新非收入指标当作ARR更新。Wonderful按2026年9月官方综合平台定位归C05。
 公司披露的 ARR 尚未建立同期同口径比较组。新增平台 MRR 单独计算探索性样本统计，
 不能称行业平均 ARR、总体离散排名或财务造假概率。

@@ -187,8 +187,8 @@ async function main() {
  const research = await researchResponse.json();
  assert.equal(research.companies.length, 1006);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1069);
-  assert.equal(research.observations.length, 129);
+  assert.equal(research.evidence.length, 1071);
+  assert.equal(research.observations.length, 131);
  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);
@@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l
    assert.equal(consumeCode(config, "invalid"), "limited");
    const initial = readResearchSnapshot();
    assert.equal(initial.companies.length, 1006);
-    assert.equal(initial.evidence.length, 1069);
-    assert.equal(initial.observations.length, 129);
+    assert.equal(initial.evidence.length, 1071);
+    assert.equal(initial.observations.length, 131);
    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 }[];
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-technical-1",
+  "version": "2026-10-30-dates-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": [
@@ -1324,19 +1324,19 @@
    {
      "id": "AI052",
      "name": "Wonderful",
-      "cat": "C06",
+      "cat": "C05",
      "year": 2025,
      "location": "荷兰阿姆斯特丹 / 以色列团队",
      "url": "https://www.wonderful.ai/blog-articles/wonderful-raises-550m-series-c",
-      "business": "企业客户服务Agent并扩展企业AI平台",
+      "business": "企业通用AI操作平台：跨部门工作流、员工助手、应用及客户对话Agent。",
      "buyer": "大型企业",
      "delivery": "2026-09-02官方融资公告",
-      "notes": "原客服分类保留；企业通用平台作辅助标签。收入估算单列",
+      "notes": "按最新可读官方平台定位更新主类；团队为9月快照。收入仍仅第三方估算，不能用融资公告核实ARR。",
      "extraUrl": "https://www.wonderful.ai/blog-articles/wonderful-raises-550m-series-c",
      "channel": "S12",
      "cohort": "2025年成立",
-      "team": null,
-      "teamBasis": null,
+      "team": 650,
+      "teamBasis": "2026-09-02公司公告称650名员工；未审计，不代表10月人数",
      "datePrecision": "年",
      "price": "未逐一核验定价页",
      "stage": "公开资料，商用成熟度待核验",
@@ -1344,7 +1344,9 @@
      "evidenceIds": [
        "E052"
      ],
-      "revenueStatus": "estimate"
+      "revenueStatus": "estimate",
+      "businessModel": "企业平台与驻场工程部署；合同和实施收费拆分待核",
+      "classificationBasis": "2026-09-02官方公告将产品扩展为跨部门企业AI平台，现按C05归类；客户服务为其中一种应用，历史C06分类不代表同期业务可比。"
    },
    {
      "id": "AI053",
@@ -1367,7 +1369,8 @@
      "stage": "公开资料，商用成熟度待核验",
      "sourceType": "公司或投资机构资料",
      "evidenceIds": [
-        "E053"
+        "E053",
+        "DATE-EM-ARR"
      ],
      "revenueStatus": "self"
    },
@@ -1404,9 +1407,9 @@
      "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",
+      "business": "追踪品牌在AI搜索中的可见度，并以Agent协助研究、内容建议和工具间任务交接。",
      "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",
+      "delivery": "2026-10-22公司公告称超过3500家公司采用，发布Peec Agent；未独立测试效果",
      "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",
@@ -1416,10 +1419,12 @@
      "evidenceIds": [
        "E088",
        "E089",
-        "E090"
+        "E090",
+        "DATE-PEEC-OCT"
      ],
      "revenueStatus": "self",
-      "teamBound": ">"
+      "teamBound": ">",
+      "businessModel": "订阅计划含Agent额度，可追加月度credits；收入拆分待核"
    },
    {
      "id": "AI056",
@@ -29060,13 +29065,14 @@
      "kind": "原文称ARR",
      "value": 100000000,
      "unit": "USD",
-      "timing": "推出后8个月，官方页面未注明日历日期",
-      "evidence": "E106",
+      "timing": "2026-02历史里程碑；2026-04-01官方文章回顾，日不详",
+      "evidence": "DATE-EM-ARR",
      "scope": "公司整体",
      "selection": "signal",
-      "reason": "官方称ARR；伙伴称年化收入，口径冲突单列",
+      "reason": "官方补足月份；仍为自述，ARR与伙伴年化收入口径差异未解，不进入同期行业比较",
      "bound": "=",
-      "comparisonGroup": null
+      "comparisonGroup": null,
+      "metric": "arr"
    },
    {
      "id": "O051",
@@ -30473,6 +30479,36 @@
      "reason": "非付费客户数，不用于直接推算ARPA",
      "bound": "=",
      "comparisonGroup": null
+    },
+    {
+      "id": "DATE-WON-TEAM",
+      "company": "AI052",
+      "name": "Wonderful",
+      "kind": "员工人数",
+      "value": 650,
+      "unit": "人",
+      "timing": "2026-09-02公司公告",
+      "evidence": "E116",
+      "scope": "公司团队",
+      "selection": "scale",
+      "reason": "官方披露快照，非10月当前人数，不与未经核验的其他团队字段计算收入效率",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "DATE-PEEC-USE",
+      "company": "AI055",
+      "name": "Peec AI",
+      "kind": "采用公司数量",
+      "value": 3500,
+      "unit": "家",
+      "timing": "2026-10-22公司公告",
+      "evidence": "DATE-PEEC-OCT",
+      "scope": "平台采用",
+      "selection": "adoption",
+      "reason": "并非明确付费客户，不能直接作ARPA分母或反推ARR",
+      "bound": ">",
+      "comparisonGroup": null
    }
  ],
  "evidence": [
@@ -31042,11 +31078,11 @@
      "companyId": "AI052",
      "title": "Wonderful公司与产品资料",
      "url": "https://www.wonderful.ai/blog-articles/wonderful-raises-550m-series-c",
-      "publishedAt": null,
+      "publishedAt": "2026-09-02",
      "accessedAt": "2026-10-30",
      "kind": "公司或投资机构资料",
-      "summary": "业务：企业客户服务Agent并扩展企业AI平台。资料记载成立年份2025。",
-      "limitation": "原客服分类保留；企业通用平台作辅助标签。收入估算单列"
+      "summary": "公司自述成立于2025年，产品已覆盖跨部门企业工作流、生产力助手、应用和对话Agent。",
+      "limitation": "按公司公布定位归类C05，非独立产品测试；与E116是同一公告，不视为第二份独立证据。"
    },
    {
      "id": "E053",
@@ -31243,7 +31279,7 @@
      "publishedAt": "2026-09-02",
      "accessedAt": "2026-10-30",
      "kind": "公司官方披露",
-      "summary": "披露5.5亿美元C轮和50亿美元估值",
+      "summary": "披露5.5亿美元C轮和50亿美元估值；称650名员工、业务覆盖35个以上市场。",
      "limitation": "金额为该轮融资，不是累计融资或收入"
    },
    {
@@ -42234,6 +42270,28 @@
      "kind": "公开代码材料",
      "summary": "公开仓库包含源码目录、配置、启动脚本和部署说明，官方站点可到达所属组织。",
      "limitation": "未执行代码或复现性能；榜单成绩为维护方声明，star和fork不代表客户或收入。"
+    },
+    {
+      "id": "DATE-EM-ARR",
+      "companyId": "AI053",
+      "title": "Emergent官方历史ARR月份说明",
+      "url": "https://emergent.sh/news/emergent-named-aiboomi-startup-of-the-year-2026",
+      "publishedAt": "2026-04-01",
+      "accessedAt": "2026-10-30",
+      "kind": "公司自述",
+      "summary": "文章把1亿美元ARR里程碑明确归到2026年2月，平台在2025年中公开推出。",
+      "limitation": "回顾性公司声明，未审计；具体日期未注明，ARR与伙伴年化收入的定义差异仍存在，不代表当前收入。"
+    },
+    {
+      "id": "DATE-PEEC-OCT",
+      "companyId": "AI055",
+      "title": "Peec AI十月产品及采用公告",
+      "url": "https://www.globenewswire.com/news-release/2026/10/22/3386740/0/en/peec-ai-launches-peec-agent-and-expands-actions-so-marketing-teams-can-act-on-what-ai-search-says-about-their-brand.html",
+      "publishedAt": "2026-10-22",
+      "accessedAt": "2026-10-30",
+      "kind": "公司新闻稿",
+      "summary": "公司称超过3500家公司使用平台，发布Peec Agent与Actions，包含计划额度及额外月度credits。",
+      "limitation": "未说明所有采用公司均为付费；本文未提供新ARR，不能把5月ARR平移到10月；产品效果未独立测试。"
    }
  ],
  "reviews": [
@@ -42566,6 +42624,32 @@
        "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。"
+    },
+    {
+      "id": "DATE-R-EM",
+      "type": "收入日期补足",
+      "company": "Emergent",
+      "summary": "此前只有推出后八个月，官方回顾文章补充里程碑月份为2026年2月。",
+      "evidenceIds": [
+        "DATE-EM-ARR",
+        "E106",
+        "E108"
+      ],
+      "handling": "更新同一观测O050，不重复记作新收入；仍保留原文来源和定义差异，月份精度不补成具体日期。"
+    },
+    {
+      "id": "DATE-R-RECENCY",
+      "type": "指标时点与业务边界",
+      "company": "Peec AI / Wonderful",
+      "summary": "Peec十月更新采用规模但未更新ARR；Wonderful九月扩展平台并披露员工，未提供直接收入核验。",
+      "evidenceIds": [
+        "DATE-PEEC-OCT",
+        "E089",
+        "E052",
+        "E116",
+        "E105"
+      ],
+      "handling": "收入、人数与采用规模按各自时点保存；Wonderful现主营归C05，不把异时点人数与估算收入相除形成精确人效。"
    }
  ],
  "coverage": {
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-technical-1",
+  "sourceVersion": "2026-10-30-dates-1",
  "asOf": "2026-10-30",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",