From 445bfb37d0281b70fb5ab26f6144642759cf3145 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 16:41:30 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E6=A0=B86=E9=A1=B9=E7=BC=BA=E5=B9=B4?= =?UTF-8?q?=E5=80=99=E9=80=89=E5=B9=B6=E5=8C=BA=E5=88=86=E6=97=A7=E4=B8=9A?= =?UTF-8?q?=E5=8A=A1=E4=B8=8E=E8=B5=84=E9=87=91=E7=A4=BA=E4=BE=8B?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 405 ++++++++++++++++++++- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 410 insertions(+), 7 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 0088387..7942f8d 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1155); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3401); + assert.equal(research.evidence.length, 3426); assert.equal(research.observations.length, 453); 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 194b6d2..c5a8d7f 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,7 +24,7 @@ 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, 1155); - assert.equal(initial.evidence.length, 3401); + assert.equal(initial.evidence.length, 3426); assert.equal(initial.observations.length, 453); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -406,7 +406,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 39); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 43); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index edf576d..915bfc5 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-3", + "version": "2026-10-31-missing-year-4", "asOf": "2026-10-31", "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": [ @@ -80394,6 +80394,281 @@ "kind": "公司自述官方资料复核", "summary": "原缺年54项第19—24项：Zymbly关联公司，5项成立年/主体沿革继续待核。", "limitation": "累计24项外部补核：1关联、7范围外、15缺年、1 AI待核，余30项。" + }, + { + "id": "MISSINGYEAR4-31473-YC", + "companyId": null, + "title": "Kuli：缺年复核", + "url": "https://www.ycombinator.com/companies/kuli", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI coworker for marketing teams at the largest consumer brands；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31473-HOME", + "companyId": null, + "title": "Kuli：当前官网", + "url": "https://kuli.one/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Kuli为消费品牌视频理解/创作者营销Agent，成立/法律主体待核；官网条款只提取导航，未称正文已读。YC对比50k/月人工代理费是替代成本，不是Kuli售价/收入；百万视频和品牌使用非付费数量。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31473-LAUNCH1", + "companyId": null, + "title": "Kuli: The AI coworker for marketing teams at Consumer Brands", + "url": "https://www.ycombinator.com/launches/QCG-kuli-the-ai-coworker-for-marketing-teams-at-consumer-brands", + "publishedAt": "2026-05-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-05-04，Kuli: The AI coworker for marketing teams at Consumer Brands", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31503-YC", + "companyId": null, + "title": "Apollo Atomics, Inc.：缺年复核", + "url": "https://www.ycombinator.com/companies/apollo-atomics-inc", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "We make the most compact nuclear reactors；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31503-HOME", + "companyId": null, + "title": "Apollo Atomics, Inc.：当前官网", + "url": "https://apolloatomics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Apollo Atomics公司公开资料列2025成立，但当前主营核能设备/供能，AI客户或加入AI核能联盟不足以确认核心学习任务。官网20GW LOI、3美分/kWh目标、2027示范与行业15000反应堆年均非当前收入/已完成部署；注册及AI主营继续补证。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31503-LAUNCH1", + "companyId": null, + "title": "Apollo Atomics: The Modern Nuclear Company", + "url": "https://www.ycombinator.com/launches/QXj-apollo-atomics-the-modern-nuclear-company", + "publishedAt": "2026-05-27", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-05-27，Apollo Atomics: The Modern Nuclear Company", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31522-YC", + "companyId": null, + "title": "Gravy：缺年复核", + "url": "https://www.ycombinator.com/companies/gravy", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agents that move money, trade stocks, and file taxes.；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31522-HOME", + "companyId": null, + "title": "Gravy：当前官网", + "url": "https://gravy.finance/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Gravy当前本地个人财务AI桌面，条款Gravy Technologies Limited，2026-04-27生效非注册日。条款明确默认只读且不发起转账/交易/支付，与YC旧标题不同；首页无服务器/数据永不离设备与条款托管/连接器/模型依赖有范围差异，不独立认定隐私。示例余额/投资涨幅非Gravy收入。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31522-LAUNCH1", + "companyId": null, + "title": "Gravy - Agents for your personal finances", + "url": "https://www.ycombinator.com/launches/QdW-gravy-agents-for-your-personal-finances", + "publishedAt": "2026-06-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-06-01，Gravy - Agents for your personal finances", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31546-YC", + "companyId": null, + "title": "ReasonBlocks：缺年复核", + "url": "https://www.ycombinator.com/companies/reasonblocks", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Specialized models that make your AI agents cheaper and more reliable.；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31546-HOME", + "companyId": null, + "title": "ReasonBlocks：当前官网", + "url": "https://reasonblocks.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "ReasonBlocks依YC自述将生产轨迹训练为专用模型，含训练/路由/托管；成立与主体未知，官网无可读正文。10倍推理便宜是厂商效果/客户成本，不当公司营收/毛利，未取得权重/基准或实测。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31546-LAUNCH1", + "companyId": null, + "title": "ReasonBlocks - Stop your AI agents from burning money re-learning what they already know.", + "url": "https://www.ycombinator.com/launches/Q5O-reasonblocks-stop-your-ai-agents-from-burning-money-re-learning-what-they-already-know", + "publishedAt": "2026-04-27", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-04-27，ReasonBlocks - Stop your AI agents from burning money re-learning what they already know.", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31584-YC", + "companyId": null, + "title": "CONUS：缺年复核", + "url": "https://www.ycombinator.com/companies/conus", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "The AI knowledge layer for medical devices；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31584-HOME", + "companyId": null, + "title": "CONUS：当前官网", + "url": "https://conus-med.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "CONUS官网沿革明确2022年3月成立Medical Solutions GmbH，2024—25建设、2026 YC及美国扩展；按旧业务排除新公司。20+医院是采用非付费，医院核心许可免费而Intelligence可收费，App Store佣金/个人月年与机构合同分开；不迁医疗器械货款或临床效果为平台收入。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31584-LAUNCH1", + "companyId": null, + "title": "CONUS: The AI Knowledge Layer for Medical Devices", + "url": "https://www.ycombinator.com/launches/Vdh-conus-the-ai-knowledge-layer-for-medical-devices", + "publishedAt": "2026-10-13", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-10-13，CONUS: The AI Knowledge Layer for Medical Devices", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-32131-YC", + "companyId": null, + "title": "Shielded：缺年复核", + "url": "https://www.ycombinator.com/companies/shielded", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "We help Fortune 500 companies hedge their supply chain risk；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-32131-HOME", + "companyId": null, + "title": "Shielded：当前官网", + "url": "https://www.shieldedglobal.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Shielded供应链风险/毛利影响决策软件，成立/法律主体未知，条款仍Coming Soon。网站风险覆盖/关税损失/4.2M覆盖是客户模拟，不当公司收入/保险实赔；数据集成、人工分析、软件与对冲服务费用待拆，未操作交易。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-32131-LAUNCH1", + "companyId": null, + "title": "Shielded: The company brain for supply chain risk", + "url": "https://www.ycombinator.com/launches/SPp-shielded-the-company-brain-for-supply-chain-risk", + "publishedAt": "2026-08-06", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-08-06，Shielded: The company brain for supply chain risk", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31473-TERMS", + "companyId": null, + "title": "Kuli条款读取限制", + "url": "https://kuli.one/termsandconditions/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "仅取得导航/链接，没有条款正文。", + "limitation": "未以空壳当注册/费用/合同证据。" + }, + { + "id": "MISSINGYEAR4-31503-COMPANY", + "companyId": null, + "title": "Apollo公司年份线索", + "url": "https://www.linkedin.com/company/apollo-atomics/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "公开公司资料列2025及同域名/业务。", + "limitation": "公司自述非注册核验；核能与AI客户不自动等AI主营。" + }, + { + "id": "MISSINGYEAR4-31522-TERMS", + "companyId": null, + "title": "Gravy现运营者与功能边界", + "url": "https://gravy.finance/terms", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "运营者Gravy Technologies Limited；账户默认只读，非代客发起交易；含托管、身份认证、连接器和模型服务。", + "limitation": "生效日非成立，不能据本地宣传认定全部处理无远程依赖；未连接账户/交易。" + }, + { + "id": "MISSINGYEAR4-31584-HISTORY", + "companyId": null, + "title": "CONUS成立与业务沿革", + "url": "https://conus-med.com/en/about-us", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网列2022年3月成立、2024—25建设、2026加入YC/美国扩展。", + "limitation": "自述成立而非独立注册日；集团/新美国主体不另算新创业。" + }, + { + "id": "MISSINGYEAR4-31584-PRICE", + "companyId": null, + "title": "CONUS免费核心与收费智能服务", + "url": "https://conus-med.com/en/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "核心医院许可免费，Intelligence个体按席位月/年或机构自定合同，App Store含佣金。", + "limitation": "价格表本轮加载失败，未取得金额；免费核心不等公司零收入，20+医院非20付费合同。" + }, + { + "id": "MISSINGYEAR4-32131-TERMS", + "companyId": null, + "title": "Shielded条款缺项", + "url": "https://www.shieldedglobal.com/terms-of-service", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "明确正式条款仍在准备，Coming Soon。", + "limitation": "不能当已签合同或主体/收费证据。" + }, + { + "id": "MISSINGYEAR4-INDEX-POOL", + "companyId": null, + "title": "缺年第四批6项", + "url": "https://www.ycombinator.com/companies", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原54项第25—30项：1旧业务范围外、4成立待核、1 AI主营待核。", + "limitation": "累计30项外部补核（1关联/8范围外/19缺年/2 AI待核），余24项；无新公司或收入观测。" } ], "reviews": [ @@ -86718,6 +86993,28 @@ "MISSINGYEAR3-31435-HOME" ], "handling": "客户销售/节省、零件货款、行业TAM、仿体/靶点验证均非自身ARR；无新增收入观测，原发现计数不改。" + }, + { + "id": "MISSINGYEAR4-R-BOUNDARY", + "type": "旧主体、远程依赖与业务收入边界", + "company": "缺年第四批6项", + "scope": "dataset", + "summary": "CONUS2022旧业务不作新创业；Apollo AI主营仍不明；Gravy旧交易标题与当前只读条款/远程依赖分开，空条款和模型效果不补成立/收入。", + "evidenceIds": [ + "MISSINGYEAR4-INDEX-POOL", + "MISSINGYEAR4-31473-HOME", + "MISSINGYEAR4-31473-TERMS", + "MISSINGYEAR4-31503-HOME", + "MISSINGYEAR4-31522-HOME", + "MISSINGYEAR4-31522-TERMS", + "MISSINGYEAR4-31546-HOME", + "MISSINGYEAR4-31584-HOME", + "MISSINGYEAR4-31584-HISTORY", + "MISSINGYEAR4-31584-PRICE", + "MISSINGYEAR4-32131-HOME", + "MISSINGYEAR4-32131-TERMS" + ], + "handling": "LOI、目标电价、示例财务、代理替代成本/客户推理节省、采用数和免费医院许可不反推ARR；原发现及收入图不变。" } ], "coverage": { @@ -92709,6 +93006,112 @@ ] } ] + }, + { + "id": "YC-MISSING-YEAR-4", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原缺年54项第25—30项；1范围外、4缺年、1 AI待核，累计30项补核余24项。历史发布只读元数据线索，未重新读全文。", + "complete": false, + "records": [ + { + "id": "YC-MISSING4-31473", + "name": "Kuli", + "url": "https://www.ycombinator.com/companies/kuli", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Kuli为消费品牌视频理解/创作者营销Agent，成立/法律主体待核；官网条款只提取导航，未称正文已读。YC对比50k/月人工代理费是替代成本，不是Kuli售价/收入；百万视频和品牌使用非付费数量。", + "evidenceIds": [ + "MISSINGYEAR4-31473-YC", + "MISSINGYEAR4-31473-HOME", + "MISSINGYEAR4-31473-LAUNCH1", + "MISSINGYEAR4-31473-TERMS" + ] + }, + { + "id": "YC-MISSING4-31503", + "name": "Apollo Atomics, Inc.", + "url": "https://www.ycombinator.com/companies/apollo-atomics-inc", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "note": "Apollo Atomics公司公开资料列2025成立，但当前主营核能设备/供能，AI客户或加入AI核能联盟不足以确认核心学习任务。官网20GW LOI、3美分/kWh目标、2027示范与行业15000反应堆年均非当前收入/已完成部署；注册及AI主营继续补证。", + "evidenceIds": [ + "MISSINGYEAR4-31503-YC", + "MISSINGYEAR4-31503-HOME", + "MISSINGYEAR4-31503-LAUNCH1", + "MISSINGYEAR4-31503-COMPANY" + ] + }, + { + "id": "YC-MISSING4-31522", + "name": "Gravy", + "url": "https://www.ycombinator.com/companies/gravy", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Gravy当前本地个人财务AI桌面，条款Gravy Technologies Limited，2026-04-27生效非注册日。条款明确默认只读且不发起转账/交易/支付，与YC旧标题不同；首页无服务器/数据永不离设备与条款托管/连接器/模型依赖有范围差异，不独立认定隐私。示例余额/投资涨幅非Gravy收入。", + "evidenceIds": [ + "MISSINGYEAR4-31522-YC", + "MISSINGYEAR4-31522-HOME", + "MISSINGYEAR4-31522-LAUNCH1", + "MISSINGYEAR4-31522-TERMS" + ] + }, + { + "id": "YC-MISSING4-31546", + "name": "ReasonBlocks", + "url": "https://www.ycombinator.com/companies/reasonblocks", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "ReasonBlocks依YC自述将生产轨迹训练为专用模型，含训练/路由/托管；成立与主体未知，官网无可读正文。10倍推理便宜是厂商效果/客户成本，不当公司营收/毛利，未取得权重/基准或实测。", + "evidenceIds": [ + "MISSINGYEAR4-31546-YC", + "MISSINGYEAR4-31546-HOME", + "MISSINGYEAR4-31546-LAUNCH1" + ] + }, + { + "id": "YC-MISSING4-31584", + "name": "CONUS", + "url": "https://www.ycombinator.com/companies/conus", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "CONUS官网沿革明确2022年3月成立Medical Solutions GmbH，2024—25建设、2026 YC及美国扩展；按旧业务排除新公司。20+医院是采用非付费，医院核心许可免费而Intelligence可收费，App Store佣金/个人月年与机构合同分开；不迁医疗器械货款或临床效果为平台收入。", + "evidenceIds": [ + "MISSINGYEAR4-31584-YC", + "MISSINGYEAR4-31584-HOME", + "MISSINGYEAR4-31584-LAUNCH1", + "MISSINGYEAR4-31584-HISTORY", + "MISSINGYEAR4-31584-PRICE" + ] + }, + { + "id": "YC-MISSING4-32131", + "name": "Shielded", + "url": "https://www.ycombinator.com/companies/shielded", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Shielded供应链风险/毛利影响决策软件，成立/法律主体未知，条款仍Coming Soon。网站风险覆盖/关税损失/4.2M覆盖是客户模拟，不当公司收入/保险实赔；数据集成、人工分析、软件与对冲服务费用待拆，未操作交易。", + "evidenceIds": [ + "MISSINGYEAR4-32131-YC", + "MISSINGYEAR4-32131-HOME", + "MISSINGYEAR4-32131-LAUNCH1", + "MISSINGYEAR4-32131-TERMS" + ] + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index a324434..dd26a88 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-3", + "version": "2026-10-31-missing-year-4", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -16,7 +16,7 @@ "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", "limitation": "批次不等于成立年；不代表全部公司", - "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。 缺年第三批6项：Zymbly经英国登记2025入表、5项继续缺年；累计24项外部补核（1关联/7范围外/15缺年/1 AI待核），余30项。前Newton Education/全球主体、Cardinal旧产品、GovGuard拨款/人审、Elyra代收与医疗研发边界保留。" + "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。 缺年第三批6项：Zymbly经英国登记2025入表、5项继续缺年；累计24项外部补核（1关联/7范围外/15缺年/1 AI待核），余30项。前Newton Education/全球主体、Cardinal旧产品、GovGuard拨款/人审、Elyra代收与医疗研发边界保留。 缺年第四批6项：CONUS旧业务排除、4缺年、Apollo AI待核；累计30项（1关联/8范围外/19缺年/2 AI待核），余24项。Gravy当前只读与远程依赖、空条款、CONUS免费核心与收费智能许可和LOI/示例金额边界保留。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 318e68d..c1afb87 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-missing-year-3", + "sourceVersion": "2026-10-31-missing-year-4", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",