From 43bd5a86bfb82469a870ae41e86258de9aeab88c Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:44:25 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E8=B6=B3ARR=E5=8E=86=E5=8F=B2?= =?UTF-8?q?=E6=9C=88=E4=BB=BD=E5=B9=B6=E6=9B=B4=E6=96=B0=E4=BC=81=E4=B8=9A?= =?UTF-8?q?=E8=A7=84=E6=A8=A1=E4=B8=8E=E4=B8=9A=E5=8A=A1=E8=BE=B9=E7=95=8C?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 3 +- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 124 +++++++++++++++++++---- content/research/ai-income-analysis.json | 2 +- 5 files changed, 111 insertions(+), 26 deletions(-) diff --git a/README.md b/README.md index 768f757..c846807 100644 --- a/README.md +++ b/README.md @@ -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。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 05f1f62..91e5a03 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 1410ce1..e125e47 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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 }[]; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 7ba8630..e492fc1 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -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": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index e5e2970..8406be4 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",