From 45f1d1dba3d821130ae8990da5f1d606ff1aebf4 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 02:32:24 +0800 Subject: [PATCH] Review developer tag candidates and separate runtime and compute businesses --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 10 +- content/research/ai-companies.seed.json | 1215 ++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1027 insertions(+), 208 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index abe5800..ad16498 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1858); - assert.equal(research.observations.length, 237); + assert.equal(research.evidence.length, 1909); + assert.equal(research.observations.length, 240); 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 ff08234..4035e77 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, 1051); - assert.equal(initial.evidence.length, 1858); - assert.equal(initial.observations.length, 237); + assert.equal(initial.evidence.length, 1909); + assert.equal(initial.observations.length, 240); 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"); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); @@ -64,7 +64,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 115); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 118); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -101,8 +101,8 @@ test("disclosure counts exclude client income, biographies, targets and duplicat test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 59); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 9); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 61); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 10); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c461883..da499f7 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-sales-models-1", + "version": "2026-10-31-dev-tags-1", "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": [ @@ -3427,31 +3427,34 @@ "id": "YC30402", "name": "Kashikoi", "url": "https://www.ycombinator.com/companies/kashikoi", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Simulation Engine for Benchmarking AI Products", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "模拟真实交互场景以评估AI代理及其行为。", + "buyer": "AI应用开发及评测团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent测试设施；world model是此处模拟引擎描述，不证明已发布自有基础模型。旧Moveworks每天250代理及iPhone覆盖不是Kashikoi采用；官网示例分数不是独立评测。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30402" + "YC-E-30402", + "DEVTAG1-CAT-YC30402", + "DEVTAG1-KASH-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：模拟真实交互场景以评估AI代理及其行为。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Generative AI", "Machine Learning", "AI" - ] + ], + "businessModel": "Agent仿真评测设施；场景、连接器、仿真用量及维护费待拆" }, { "id": "YC30404", @@ -3858,61 +3861,82 @@ "id": "YC30431", "name": "Feyn", "url": "https://www.ycombinator.com/companies/feyn", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Custom models trained on your data", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为企业审查现有工作流、训练专用模型并持续用新案例改进。", + "buyer": "AI产品和企业模型团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按当前模型供给移C02，旧Chonkie数据切分/接入产品另记。模型归客户、自我改进及成本优势为自述未核；官网无法读取，当前合同、主体及旧业务延续待核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30431" + "YC-E-30431", + "DEVTAG1-CAT-YC30431", + "DEVTAG1-FEYN-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为企业审查现有工作流、训练专用模型并持续用新案例改进。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "AI", "ML" - ] + ], + "businessModel": "定制模型后训练服务；工程实施、数据、训练和运行费用待拆" }, { "id": "YC30432", "name": "HelixDB", "url": "https://www.ycombinator.com/companies/helixdb", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 6, "location": "London, United Kingdom", - "business": "公司简介：The fastest & most scalable graph-vector database on the market", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为RAG及代理整合图关系、向量及文本检索数据。", + "buyer": "AI应用开发及数据团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按上下文数据基础设施移C03，不把数据库当自有模型或代码生成。公开代码、许可与托管方案分开；性能领先1—3数量级未独立复现，星标不是收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30432" + "YC-E-30432", + "DEVTAG1-CAT-YC30432", + "DEVTAG1-HELIX-ACCESS", + "DEVTAG1-HELIX-REPO", + "DEVTAG1-HELIX-LICENSE" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为RAG及代理整合图关系、向量及文本检索数据。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Open Source", "Infrastructure", "AI", "Databases" - ] + ], + "businessModel": "开源数据库与托管云；存储、计算、查询、部署及支持费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构及当前官网/公开产品材料对应；精确注册、签约及收费主体仍待核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "公开数据库README、目录及Apache代码许可可读；未固定commit、编译、安装、执行查询或独立测性能/稳定性。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30432", + "DEVTAG1-HELIX-ACCESS", + "DEVTAG1-HELIX-REPO", + "DEVTAG1-HELIX-LICENSE" + ] + } }, { "id": "YC30433", @@ -4155,25 +4179,28 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Faster builds, zero effort.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供AI辅助工程的构建、代码评审、代理护栏及历史分析工具。", + "buyer": "软件工程及平台团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发类；YC快速构建与现官网多项目定位并列，不能把旧hurry宣传当全部当前产品。仅因加速编译不认定AI实现，官网AI定位及项目另列，未核当前付费或性能。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30449" + "YC-E-30449", + "DEVTAG1-CAT-YC30449", + "DEVTAG1-ATTUNE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供AI辅助工程的构建、代码评审、代理护栏及历史分析工具。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Infrastructure" - ] + ], + "businessModel": "开发工具组合；构建计算、代码评审、许可与支持费用待拆" }, { "id": "YC30450", @@ -4487,31 +4514,35 @@ "id": "YC30468", "name": "Clidey", "url": "https://www.ycombinator.com/companies/clidey", - "cat": "C04", + "cat": "C05", "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Turn scattered data into one platform for decision-making", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将业务数据、实体关系、决策规则和工作流程连接成运营平台。", + "buyer": "企业数据、治理及运营团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现WhoDB移企业通用工作，Clidey旗下开源工具和旧Docucod文档生成分期。ERP截图明确合成演示；客户定价计算/节时不是Clidey收入，真实AI作用和收费仍待核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30468" + "YC-E-30468", + "DEVTAG1-CAT-YC30468", + "DEVTAG1-CLIDEY-HOME", + "DEVTAG1-WHODB-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：将业务数据、实体关系、决策规则和工作流程连接成运营平台。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "SaaS", "B2B", "AI" - ] + ], + "businessModel": "通用数据运营平台；云托管、私有部署、连接及实施费用待拆" }, { "id": "YC30469", @@ -4895,26 +4926,29 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Understand your users beyond the numbers", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "分析产品会话、发现故障并由代理准备代码修复及后续工作。", + "buyer": "产品工程、增长和客户运营团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "据现官网产品工程闭环保留C04；旧留存分析与现PR/原型/客户联络双线分开。官网示例PR、发票和at-risk金额不作实际案例或自身收入，触达需用户审批为自述未实测。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30497" + "YC-E-30497", + "DEVTAG1-CAT-YC30497", + "DEVTAG1-HUMAN-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：分析产品会话、发现故障并由代理准备代码修复及后续工作。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Analytics", "AI" - ] + ], + "businessModel": "产品工程软件兼用户分析；会话用量、存储、代理及集成费用待拆" }, { "id": "YC30498", @@ -5489,31 +5523,34 @@ "id": "YC30539", "name": "mlop", "url": "https://www.ycombinator.com/companies/mlop", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 2, "location": "London, United Kingdom", - "business": "公司简介：Experiment tracking for training ML models", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "跟踪机器学习实验、模型指标及训练版本并协作分析。", + "buyer": "ML训练及研究团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按训练支持移C02。官网计算private beta、推理coming soon，不能当完整推理服务已商用；兼容W&B为自述，免费入口和开源不等无收费或零收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30539" + "YC-E-30539", + "DEVTAG1-CAT-YC30539", + "DEVTAG1-MLOP-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：跟踪机器学习实验、模型指标及训练版本并协作分析。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "Machine Learning", "SaaS" - ] + ], + "businessModel": "模型实验管理平台；存储、计算、团队及托管费用待拆" }, { "id": "YC30540", @@ -5613,27 +5650,43 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Self-Driving CI: fast AI-native GitHub Actions runners", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供GitHub Actions运行资源和提出CI优化PR的代理。", + "buyer": "软件开发及DevOps团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发验证，非直接替代所有GitHub平台。PR由用户审阅合并，部分代理需付费并申请；公开客户PR存在不证明宣传倍数或合同收入，二百万jobs不是二百万付费客户。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "官网按CPU/GPU分钟计费，4vCPU示例原文$0.008/min，队列不计，Review Runner另计且模型上游付费；企业协议待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30545" + "YC-E-30545", + "DEVTAG1-CAT-YC30545", + "DEVTAG1-STAR-HOME", + "DEVTAG1-STAR-PR" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供GitHub Actions运行资源和提出CI优化PR的代理。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "DevOps", "AI" - ] + ], + "businessModel": "CI按计算分钟计费；CPU/GPU资源及代理优化，模型费用另拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构及当前官网/公开产品材料对应；精确注册、签约及收费主体仍待核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读CI按分钟供给、人工合并优化流程及一个客户公开合并记录；差异全文/日志未读，未执行或独立复现性能，不据宣传倍数排名。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30545", + "DEVTAG1-STAR-HOME", + "DEVTAG1-STAR-PR" + ] + } }, { "id": "YC30548", @@ -6214,31 +6267,33 @@ "id": "YC30610", "name": "TraceRoot.AI", "url": "https://www.ycombinator.com/companies/traceroot-ai", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Open Source AI Agent Improvement Platform", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "分析代理生产故障模式并向编码代理提供上下文及验证修复。", + "buyer": "AI代理应用工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现代理改进平台移C03；旧通用生产调试产品分期。创始人此前修300故障不是当前客户或产品能力测试，open source自述未在本轮读取仓库。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30610" + "YC-E-30610", + "DEVTAG1-CAT-YC30610" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：分析代理生产故障模式并向编码代理提供上下文及验证修复。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Open Source", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent可观测与改进设施；追踪、存储、分析及支持费用待拆" }, { "id": "YC30613", @@ -6689,31 +6744,34 @@ "id": "YC30638", "name": "Lotas", "url": "https://www.ycombinator.com/companies/lotas", - "cat": "C04", + "cat": "C07", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI for quantitative trading", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "目录当前称从事量化交易，具体产品及经营方式待核。", + "buyer": "量化交易经营或专业团队，具体买家未核", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现quantitative trading暂移金融行业，旧Rao/RStudio编码助手与当前分开。官网只有联系入口，不能假定自己管理资产、盈利或仍出售IDE；RStudio五百万用户不是Lotas用户。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30638" + "YC-E-30638", + "DEVTAG1-CAT-YC30638", + "DEVTAG1-LOTAS-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：目录当前称从事量化交易，具体产品及经营方式待核。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Data Science", "Data Visualization", "AI" - ] + ], + "businessModel": "量化交易暂分类；自营、外售软件和收费边界待核" }, { "id": "YC30640", @@ -7024,32 +7082,34 @@ "id": "YC30651", "name": "Alter", "url": "https://www.ycombinator.com/companies/alter", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：Privileged Access Management for AI Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在AI代理工具调用时验证身份、权限及运行策略。", + "buyer": "AI应用开发及企业安全团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent设施。临时令牌、参数级授权及审计为自述未实测，SOC2/HIPAA/GDPR声明不等已核认证；A2A旧发布标coming soon不当全部现已交付。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30651" + "YC-E-30651", + "DEVTAG1-CAT-YC30651" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在AI代理工具调用时验证身份、权限及运行策略。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "DevSecOps", "Security", "AI" - ] + ], + "businessModel": "Agent身份及权限设施；调用、凭据、策略和企业部署费待拆" }, { "id": "YC30652", @@ -7178,31 +7238,34 @@ "id": "YC30660", "name": "Magnitude", "url": "https://www.ycombinator.com/companies/magnitude", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Run open models as fast as your hardware allows", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在本地硬件调优推理内核并向现有代理提供开放模型运行接口。", + "buyer": "本地模型及代理开发用户", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移推理设施。Mac/NVIDIA上预填和解码分别自述，平均超过两倍不外推所有芯片/模型；开源免费及本地不上传需实测，未读源码/许可证或运行调优。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30660" + "YC-E-30660", + "DEVTAG1-CAT-YC30660", + "DEVTAG1-MAGNITUDE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在本地硬件调优推理内核并向现有代理提供开放模型运行接口。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Open Source", "Infrastructure", "AI" - ] + ], + "businessModel": "本地推理引擎；软件、硬件适配、支持或其他收费待核" }, { "id": "YC30661", @@ -7857,27 +7920,30 @@ "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Hardware-Aware AI for Embedded Software", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "结合数据手册、代码及客户真实板卡生成、调试和验证固件。", + "buyer": "嵌入式固件及硬件工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发工具，不因接触硬件就归出售实体设备。自动编译/刷写/仪器测试为厂商描述，未执行；万人开发者不是付费数，平台支持和认证主张未独立核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30691" + "YC-E-30691", + "DEVTAG1-CAT-YC30691", + "DEVTAG1-EMBEDDER-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：结合数据手册、代码及客户真实板卡生成、调试和验证固件。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Hardware", "B2B", "AI" - ] + ], + "businessModel": "固件开发平台；模型用量、硬件桥接、实验台和企业部署费用待拆" }, { "id": "YC30694", @@ -8029,31 +8095,34 @@ "id": "YC30699", "name": "VibeFlow", "url": "https://www.ycombinator.com/companies/vibeflow", - "cat": "C04", + "cat": "C06", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：AI content manager that grows your company's online presence", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "按品牌语气制作社媒文图并在用户批准后发布。", + "buyer": "创业者、品牌及增长团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现社媒运营移C06，旧prompt-to-app工作流工具另记。官网明确用户批准再发布，不能按hands-off推无人审核；线索和客户收入不是VibeFlow营收。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30699" + "YC-E-30699", + "DEVTAG1-CAT-YC30699", + "DEVTAG1-VIBE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：按品牌语气制作社媒文图并在用户批准后发布。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Consumer", "B2B", "AI" - ] + ], + "businessModel": "内容营销运营；制作、发布、渠道、代理及人工费用待拆" }, { "id": "YC30700", @@ -8478,30 +8547,34 @@ "id": "YC30722", "name": "Omnara", "url": "https://www.ycombinator.com/companies/omnara", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：The Open-Source Alternative to Claude Managed Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以开放控制平面/API部署和管理有状态代理及其运行资源。", + "buyer": "产品开发及企业代理团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent运行时，旧Claude Code遥控/会话订阅与现管理API分期。官网平台费0而模型/机器按量仍收费，旧9/20月费不当当前统一价；推广赠额不是收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "现平台/自托管费0，模型按token、机器按活动时长或自带资源；旧9/20月订阅分期，不等全免费", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30722" + "YC-E-30722", + "DEVTAG1-CAT-YC30722", + "DEVTAG1-OMNARA-HOME", + "DEVTAG1-OMNARA-OLD-PRICE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以开放控制平面/API部署和管理有状态代理及其运行资源。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "AI", "AI Assistant" - ] + ], + "businessModel": "Agent托管设施；平台与模型、机器用量、支持成本分开" }, { "id": "YC30723", @@ -9193,31 +9266,35 @@ "id": "YC30762", "name": "KERNEL", "url": "https://www.ycombinator.com/companies/kernel", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 22, "location": "San Francisco", - "business": "公司简介：Crazy fast, open source infra for AI agents to use the Internet", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供供代理访问互联网的托管浏览器、会话和运行资源。", + "buyer": "浏览器自动化及Agent开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent浏览器设施。旧300ms与现sub150ms为不同自述未测，使用团队不等付费数；挑战处理等功能未执行，SOC2/HIPAA须具体范围，创始人Clever旧退出价不是Kernel收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "公开月费原文$0/30/200另加资源用量，示例$0.0000166667/GB秒；企业、headless/headful及实际账单待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30762" + "YC-E-30762", + "DEVTAG1-CAT-YC30762", + "DEVTAG1-KERNEL-PRICE", + "DEVTAG1-KERNEL-OLD-EXIT" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供供代理访问互联网的托管浏览器、会话和运行资源。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Cloud Computing", "Infrastructure", "AI" - ] + ], + "businessModel": "浏览器基础设施；月套餐加GB秒用量、企业支持和合规部署费待拆" }, { "id": "YC30763", @@ -9282,26 +9359,29 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Turns products into CLIs and agents into customers", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从产品API及代码生成可维护CLI、验证命令并交付程序。", + "buyer": "软件产品及开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现代码/CLI交付保留C04，旧自然语言生成Agent平台分期。DoorDash等自行发布CLI不等Okibi客户；当前验证流程仅自述未运行，旧15YC合作不等已付费或当前客户。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30768" + "YC-E-30768", + "DEVTAG1-CAT-YC30768", + "DEVTAG1-OKIBI-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：从产品API及代码生成可维护CLI、验证命令并交付程序。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "SaaS", "AI" - ] + ], + "businessModel": "开发接口生成与维护；代码分析、沙盒测试、更新及身份服务费待拆" }, { "id": "YC30770", @@ -9730,31 +9810,34 @@ "id": "YC30804", "name": "Luminal", "url": "https://www.ycombinator.com/companies/luminal", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 7, "location": "San Francisco", - "business": "公司简介：Making AI run fast on any hardware.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供自动生成GPU内核的ML编译框架和推理部署。", + "buyer": "ML模型开发及推理工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移模型计算供给，不把所有自动代码生成等同通用编码助手。性能十倍未独立复现，三十万工程师成本是客户替代支出，创始人旧约五百万ARR不归Luminal。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30804" + "YC-E-30804", + "DEVTAG1-CAT-YC30804", + "DEVTAG1-LUMINAL-OLD-ARR" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供自动生成GPU内核的ML编译框架和推理部署。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "Cloud Computing", "AI" - ] + ], + "businessModel": "模型计算优化设施；编译、部署计算、许可与支持费用待拆" }, { "id": "YC30812", @@ -10269,60 +10352,66 @@ "id": "YC30863", "name": "The Context Company", "url": "https://www.ycombinator.com/companies/the-context-company", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Find what's losing you customers and money in your AI agent and fix it", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从代理生产对话及追踪识别问题并支持工程团队验证修复。", + "buyer": "AI代理工程、产品及客户成功团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移代理观测设施，修复仍由工程团队正常审核测试发布。官网45.6% modeled cost下降及25.1%客户运行增幅不是自身收入或已核利润，例子中的报价/退款不作财务。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30863" + "YC-E-30863", + "DEVTAG1-CAT-YC30863", + "DEVTAG1-CONTEXT-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：从代理生产对话及追踪识别问题并支持工程团队验证修复。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "Analytics", "Monitoring", "AI" - ] + ], + "businessModel": "Agent分析与改进设施；追踪、分析、存储、企业接入及支持费待拆" }, { "id": "YC30864", "name": "dari.dev", "url": "https://www.ycombinator.com/companies/daridev", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The Routing Layer for AI Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "训练路由决策模型以降低AI代理调用成本。", + "buyer": "模型API及代理开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现模型路由移C02，旧浏览器Agent与有状态部署API另记。官网无可读正文，旧初期无markup不能当当前永久零收费，客户token账单下降不是公司收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30864" + "YC-E-30864", + "DEVTAG1-CAT-YC30864", + "DEVTAG1-DARI-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：训练路由决策模型以降低AI代理调用成本。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B" - ] + ], + "businessModel": "模型路由供给；上游推理、自带密钥、托管及支持费待拆" }, { "id": "YC30865", @@ -11032,27 +11121,30 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI Agents for Platform Engineering", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以自然语言构建可编辑工作流以处理平台工程、CI及事故响应。", + "buyer": "平台工程、DevOps及安全团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发运维，AI生成与配置后确定性执行分开。生产修改可要求审批，不能推所有流程无人审核；三十/四十连接分别为旧/现自述，免费千元额度非收入或实付。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30903" + "YC-E-30903", + "DEVTAG1-CAT-YC30903", + "DEVTAG1-KESTREL-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以自然语言构建可编辑工作流以处理平台工程、CI及事故响应。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "DevOps", "Infrastructure" - ] + ], + "businessModel": "工程自动化软件；工作流、运行用量、连接及支持费待拆" }, { "id": "YC30906", @@ -12199,32 +12291,34 @@ "id": "YC30969", "name": "Lemma", "url": "https://www.ycombinator.com/companies/uselemma", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Production Monitoring for AI agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "持续监控AI代理生产工具调用、上下文丢失及循环等故障。", + "buyer": "代理应用开发及运维团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent设施，旧持续学习和现故障监控分期。40%退化背景与前雇主两倍效果非当前独立测试，前公司采用和自身收入分开。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30969" + "YC-E-30969", + "DEVTAG1-CAT-YC30969" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：持续监控AI代理生产工具调用、上下文丢失及循环等故障。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Analytics", "Infrastructure", "Monitoring", "AI" - ] + ], + "businessModel": "Agent观测与评测设施；追踪、评测、模型用量及优化费用待拆" }, { "id": "YC30970", @@ -12664,27 +12758,30 @@ "year": 2025, "team": 3, "location": "Greece", - "business": "公司简介：Lovable for mobile apps", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以对话生成移动应用、后台及商店发布所需材料。", + "buyer": "移动应用开发者及无代码创业用户", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发工具而非所生成的消费应用。官网Expo/多模型及一万builder自述不等独立质量或付费数，开发者所获订阅/广告收入不归Fastshot，商店审批及生产可靠性未核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31001" + "YC-E-31001", + "DEVTAG1-CAT-YC31001", + "DEVTAG1-FASTSHOT-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以对话生成移动应用、后台及商店发布所需材料。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "No-code", "AI", "AI Assistant" - ] + ], + "businessModel": "移动开发平台；生成用量、构建/托管、后台及支持费用待拆" }, { "id": "YC31002", @@ -12871,28 +12968,30 @@ "year": 2025, "team": 2, "location": null, - "business": "公司简介：Localhost service isolation and orchestration for git worktrees", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为同项目多个git worktree提供隔离本地服务与运行环境。", + "buyer": "并行开发及编码代理使用团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发环境，旧JSX Tool浏览器React IDE与现Coasts分期。隔离避免端口/数据冲突是自述，本轮未安装、启动容器或测试；不把本地工具当通用托管Agent服务。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31022" + "YC-E-31022", + "DEVTAG1-CAT-YC31022" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为同项目多个git worktree提供隔离本地服务与运行环境。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "Productivity", "Design", "Web Development" - ] + ], + "businessModel": "本地开发运行工具；环境、数据库、资源及支持费用待核" }, { "id": "YC31023", @@ -14168,32 +14267,34 @@ "id": "YC31147", "name": "Salus", "url": "https://www.ycombinator.com/companies/salus", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Guardrails to validate your agent's actions before they execute", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在代理行动前按证据缓存、政策和保护规则验证及阻止调用。", + "buyer": "Agent应用及安全团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent运行设施。58%被阻止动作恢复成功为自测且条件样本，不等全任务成功率；运行时检查不保证不会违规，退款损失示例不是公司营收。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31147" + "YC-E-31147", + "DEVTAG1-CAT-YC31147" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在代理行动前按证据缓存、政策和保护规则验证及阻止调用。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "API", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent运行护栏设施；调用校验、策略、存储及支持费待拆" }, { "id": "YC31149", @@ -34513,6 +34614,51 @@ "reason": "GMV不等平台收入或ARR；未核佣金、退款和确认政策，不由交易额反推收费，不与公司经常性收入混比", "bound": ">", "comparisonGroup": null + }, + { + "id": "DEVTAG1-O-LUMINAL-OLD-ARR", + "company": "YC30804", + "name": "Luminal", + "kind": "创始人前公司ARR", + "value": 5000000, + "bound": "≈", + "unit": "原文$，币种待核", + "timing": "2025-07-20发布追述，旧财务截至日未给", + "scope": "创始人此前startup，非Luminal收入", + "selection": "excluded", + "reason": "旧公司ARR不归当前推理编译平台，未给原币种和精确经营期", + "evidence": "DEVTAG1-LUMINAL-OLD-ARR", + "comparisonGroup": null + }, + { + "id": "DEVTAG1-O-KERNEL-OLD-EXIT", + "company": "YC30762", + "name": "KERNEL", + "kind": "创始人旧公司退出价", + "value": 500000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2021退出，2025-07-31发布回顾", + "scope": "Clever退出交易，非Kernel收入", + "selection": "excluded", + "reason": "退出价不是新公司自身营收或ARR，也非当前公司融资", + "evidence": "DEVTAG1-KERNEL-OLD-EXIT", + "comparisonGroup": null + }, + { + "id": "DEVTAG1-O-STAR-JOBS", + "company": "YC30545", + "name": "StarSling", + "kind": "已运行CI jobs采用工作量", + "value": 2000000, + "bound": ">=", + "unit": "jobs", + "timing": "2026-10-31读取，统计截至日未给", + "scope": "平台jobs量，非独立付费客户或收入数", + "selection": "adoption", + "reason": "不能用jobs数乘基础分钟价反推营收，时长、免费/付费和资源组合未知", + "evidence": "DEVTAG1-STAR-HOME", + "comparisonGroup": null } ], "evidence": [ @@ -54953,6 +55099,567 @@ "kind": "YC官方页面中的公司自述复核", "summary": "发布称从批次开始带来原文$2.7M以上GMV。", "limitation": "GMV为客户市场交易量，佣金、退款、确认收入和币种未核，不当Palisade收入或ARR，不反推抽成。" + }, + { + "id": "DEVTAG1-CAT-YC30402", + "companyId": "YC30402", + "title": "Kashikoi现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/kashikoi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "模拟真实交互场景以评估AI代理及其行为。 移Agent测试设施；world model是此处模拟引擎描述，不证明已发布自有基础模型。旧Moveworks每天250代理及iPhone覆盖不是Kashikoi采用；官网示例分数不是独立评测。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30431", + "companyId": "YC30431", + "title": "Feyn现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/feyn", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为企业审查现有工作流、训练专用模型并持续用新案例改进。 按当前模型供给移C02，旧Chonkie数据切分/接入产品另记。模型归客户、自我改进及成本优势为自述未核；官网无法读取，当前合同、主体及旧业务延续待核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30432", + "companyId": "YC30432", + "title": "HelixDB现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/helixdb", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为RAG及代理整合图关系、向量及文本检索数据。 按上下文数据基础设施移C03，不把数据库当自有模型或代码生成。公开代码、许可与托管方案分开；性能领先1—3数量级未独立复现，星标不是收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30449", + "companyId": "YC30449", + "title": "Attune现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/attune", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供AI辅助工程的构建、代码评审、代理护栏及历史分析工具。 保留开发类；YC快速构建与现官网多项目定位并列，不能把旧hurry宣传当全部当前产品。仅因加速编译不认定AI实现，官网AI定位及项目另列，未核当前付费或性能。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30468", + "companyId": "YC30468", + "title": "Clidey现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/clidey", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将业务数据、实体关系、决策规则和工作流程连接成运营平台。 按现WhoDB移企业通用工作，Clidey旗下开源工具和旧Docucod文档生成分期。ERP截图明确合成演示；客户定价计算/节时不是Clidey收入，真实AI作用和收费仍待核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30497", + "companyId": "YC30497", + "title": "Human Behavior现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/human-behavior", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "分析产品会话、发现故障并由代理准备代码修复及后续工作。 据现官网产品工程闭环保留C04；旧留存分析与现PR/原型/客户联络双线分开。官网示例PR、发票和at-risk金额不作实际案例或自身收入，触达需用户审批为自述未实测。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30539", + "companyId": "YC30539", + "title": "mlop现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/mlop", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "跟踪机器学习实验、模型指标及训练版本并协作分析。 按训练支持移C02。官网计算private beta、推理coming soon，不能当完整推理服务已商用；兼容W&B为自述，免费入口和开源不等无收费或零收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30545", + "companyId": "YC30545", + "title": "StarSling现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/starsling", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供GitHub Actions运行资源和提出CI优化PR的代理。 保留开发验证，非直接替代所有GitHub平台。PR由用户审阅合并，部分代理需付费并申请；公开客户PR存在不证明宣传倍数或合同收入，二百万jobs不是二百万付费客户。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30610", + "companyId": "YC30610", + "title": "TraceRoot.AI现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/traceroot-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "分析代理生产故障模式并向编码代理提供上下文及验证修复。 按现代理改进平台移C03；旧通用生产调试产品分期。创始人此前修300故障不是当前客户或产品能力测试，open source自述未在本轮读取仓库。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30638", + "companyId": "YC30638", + "title": "Lotas现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/lotas", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "目录当前称从事量化交易，具体产品及经营方式待核。 按现quantitative trading暂移金融行业，旧Rao/RStudio编码助手与当前分开。官网只有联系入口，不能假定自己管理资产、盈利或仍出售IDE；RStudio五百万用户不是Lotas用户。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30651", + "companyId": "YC30651", + "title": "Alter现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/alter", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在AI代理工具调用时验证身份、权限及运行策略。 移Agent设施。临时令牌、参数级授权及审计为自述未实测，SOC2/HIPAA/GDPR声明不等已核认证；A2A旧发布标coming soon不当全部现已交付。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30660", + "companyId": "YC30660", + "title": "Magnitude现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/magnitude", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在本地硬件调优推理内核并向现有代理提供开放模型运行接口。 移推理设施。Mac/NVIDIA上预填和解码分别自述，平均超过两倍不外推所有芯片/模型；开源免费及本地不上传需实测，未读源码/许可证或运行调优。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30691", + "companyId": "YC30691", + "title": "Embedder现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/embedder", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "结合数据手册、代码及客户真实板卡生成、调试和验证固件。 保留开发工具，不因接触硬件就归出售实体设备。自动编译/刷写/仪器测试为厂商描述，未执行；万人开发者不是付费数，平台支持和认证主张未独立核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30699", + "companyId": "YC30699", + "title": "VibeFlow现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/vibeflow", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "按品牌语气制作社媒文图并在用户批准后发布。 按现社媒运营移C06，旧prompt-to-app工作流工具另记。官网明确用户批准再发布，不能按hands-off推无人审核；线索和客户收入不是VibeFlow营收。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30722", + "companyId": "YC30722", + "title": "Omnara现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/omnara", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以开放控制平面/API部署和管理有状态代理及其运行资源。 移Agent运行时，旧Claude Code遥控/会话订阅与现管理API分期。官网平台费0而模型/机器按量仍收费，旧9/20月费不当当前统一价；推广赠额不是收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30762", + "companyId": "YC30762", + "title": "KERNEL现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/kernel", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供供代理访问互联网的托管浏览器、会话和运行资源。 移Agent浏览器设施。旧300ms与现sub150ms为不同自述未测，使用团队不等付费数；挑战处理等功能未执行，SOC2/HIPAA须具体范围，创始人Clever旧退出价不是Kernel收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30768", + "companyId": "YC30768", + "title": "Okibi现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/okibi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "从产品API及代码生成可维护CLI、验证命令并交付程序。 按现代码/CLI交付保留C04，旧自然语言生成Agent平台分期。DoorDash等自行发布CLI不等Okibi客户；当前验证流程仅自述未运行，旧15YC合作不等已付费或当前客户。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30804", + "companyId": "YC30804", + "title": "Luminal现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/luminal", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供自动生成GPU内核的ML编译框架和推理部署。 移模型计算供给，不把所有自动代码生成等同通用编码助手。性能十倍未独立复现，三十万工程师成本是客户替代支出，创始人旧约五百万ARR不归Luminal。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30863", + "companyId": "YC30863", + "title": "The Context Company现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/the-context-company", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "从代理生产对话及追踪识别问题并支持工程团队验证修复。 移代理观测设施，修复仍由工程团队正常审核测试发布。官网45.6% modeled cost下降及25.1%客户运行增幅不是自身收入或已核利润，例子中的报价/退款不作财务。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30864", + "companyId": "YC30864", + "title": "dari.dev现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/daridev", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "训练路由决策模型以降低AI代理调用成本。 按现模型路由移C02，旧浏览器Agent与有状态部署API另记。官网无可读正文，旧初期无markup不能当当前永久零收费，客户token账单下降不是公司收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30903", + "companyId": "YC30903", + "title": "Kestrel AI现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/kestrel-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以自然语言构建可编辑工作流以处理平台工程、CI及事故响应。 保留开发运维，AI生成与配置后确定性执行分开。生产修改可要求审批，不能推所有流程无人审核；三十/四十连接分别为旧/现自述，免费千元额度非收入或实付。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30969", + "companyId": "YC30969", + "title": "Lemma现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/uselemma", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "持续监控AI代理生产工具调用、上下文丢失及循环等故障。 移Agent设施，旧持续学习和现故障监控分期。40%退化背景与前雇主两倍效果非当前独立测试，前公司采用和自身收入分开。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC31001", + "companyId": "YC31001", + "title": "Fastshot现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/fastshot", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以对话生成移动应用、后台及商店发布所需材料。 保留开发工具而非所生成的消费应用。官网Expo/多模型及一万builder自述不等独立质量或付费数，开发者所获订阅/广告收入不归Fastshot，商店审批及生产可靠性未核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC31022", + "companyId": "YC31022", + "title": "Coasts现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/coasts", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为同项目多个git worktree提供隔离本地服务与运行环境。 保留开发环境，旧JSX Tool浏览器React IDE与现Coasts分期。隔离避免端口/数据冲突是自述，本轮未安装、启动容器或测试；不把本地工具当通用托管Agent服务。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC31147", + "companyId": "YC31147", + "title": "Salus现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/salus", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在代理行动前按证据缓存、政策和保护规则验证及阻止调用。 移Agent运行设施。58%被阻止动作恢复成功为自测且条件样本，不等全任务成功率；运行时检查不保证不会违规，退款损失示例不是公司营收。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-FEYN-ACCESS", + "companyId": "YC30431", + "title": "Feyn官网读取缺项", + "url": "https://www.usefeyn.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前官网工具无法取得正文，现专用模型服务据YC描述，旧Chonkie发布另列。", + "limitation": "未核改名主体链及旧数据工具是否仍收费，不从不可读推停业或零收入。" + }, + { + "id": "DEVTAG1-CLIDEY-HOME", + "companyId": "YC30468", + "title": "Clidey与WhoDB现产品关联", + "url": "https://clidey.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "Clidey官网称维护WhoDB及开源开发工具，直接链接WhoDB数据运营平台。", + "limitation": "旗下产品不重复增公司，旧Docucod发布另记；主体、合同及收入分摊未核。" + }, + { + "id": "DEVTAG1-WHODB-HOME", + "companyId": "YC30468", + "title": "WhoDB现运营平台及演示数据", + "url": "https://whodb.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网列Cloud与Managed Private，数据模型、血缘、工作流与应用，ERP截图明确synthetic demo data。", + "limitation": "演示订单及客户匿名节时/45条验证不是实际营收，AI决策准确性及合同未核，不当已运行案例。" + }, + { + "id": "DEVTAG1-LOTAS-HOME", + "companyId": "YC30638", + "title": "Lotas官网信息范围", + "url": "https://www.lotas.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现首页只有联系信息，未列量化产品、IDE或费率；当前量化交易定位据YC短简介。", + "limitation": "不能确认自营交易、资管、收费软件或当前客户，旧Rao发布不强推现仍在运营。" + }, + { + "id": "DEVTAG1-VIBE-HOME", + "companyId": "YC30699", + "title": "VibeFlow当前社媒制作与批准", + "url": "https://vibeflow.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称为品牌制作社交内容，在用户批准后发LinkedIn和X，另列GitHub星标。", + "limitation": "未读旧仓库及现收费合同，星标不证明社媒产品付费或技术能力，未连接账号/发布。" + }, + { + "id": "DEVTAG1-ATTUNE-HOME", + "companyId": "YC30449", + "title": "Attune现多项目AI工程工具", + "url": "https://www.attunehq.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网列nudge代理护栏、caliper CI配置、bastion代码评审、akari编码代理历史分析。", + "limitation": "仅读项目列表，未读取链接源码、运行或核全部项目收费。快速构建旧帖不当全部当前交付。" + }, + { + "id": "DEVTAG1-MAGNITUDE-HOME", + "companyId": "YC30660", + "title": "Magnitude本地推理及性能范围", + "url": "https://magnitude.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网分别列Mac M4/NVIDIA推理预填与解码、自调优和API，本机运行免费/开源为其自述。", + "limitation": "平均11型号4bit/64k等范围不能外推所有模型/芯片；本轮未读许可证、源码或运行，双倍性能不作独立测试。" + }, + { + "id": "DEVTAG1-STAR-HOME", + "companyId": "YC30545", + "title": "StarSling当前CI资源和优化范围", + "url": "https://starsling.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网提供按分钟CPU/GPU及Review Runners，AI优化提PR由人合并；称已运行二百万以上jobs。", + "limitation": "jobs非用户/付费数或收入，运行资源与上游模型费用分开。优化PR功能对新客户有付费/未默认启用限制，未核独立性能和合同。" + }, + { + "id": "DEVTAG1-STAR-PR", + "companyId": "YC30545", + "title": "StarSling公开客户优化PR记录", + "url": "https://github.com/mastra-ai/mastra/pull/15888", + "publishedAt": "2026-04-29", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开Mastra PR显示starslingdev bot提议三路E2E分片，2026-04-29由维护者合并214e829，正文列测试方法及节时测算。", + "limitation": "只读会话及合并记录；files/commit页面工具cache miss，未核差异全文、运行日志或复现计时。公开合并不证明全部性能宣传、当前软件自主程度或收费。" + }, + { + "id": "DEVTAG1-KERNEL-PRICE", + "companyId": "YC30762", + "title": "Kernel月费与GB秒用量分开", + "url": "https://www.kernel.sh/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开0/30/200月套餐均另加用量，列0.0000166667每GB秒及赠额、并发和企业支持，团队数自述与YC旧快照不同。", + "limitation": "套餐、赠额、并发及采用不等实收；headless/headful可能不同单价，未取得具体账单/合同，不按11千团队乘月费估MRR。" + }, + { + "id": "DEVTAG1-OMNARA-HOME", + "companyId": "YC30722", + "title": "Omnara现平台免费与资源收费", + "url": "https://www.omnara.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称开放代理控制平面自托管/平台费0，可自带模型和机器或按token/活动时长付资源费；SOC2 TypeII观察期in progress。", + "limitation": "旧9/20月费分期不当现价，平台免费不等所有资源免费或公司零收入；未读仓库、审计或执行部署，客户标识不证明付费。" + }, + { + "id": "DEVTAG1-FASTSHOT-HOME", + "companyId": "YC31001", + "title": "Fastshot移动应用与客户变现", + "url": "https://fastshot.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网自述Expo原生移动App、多模型及Supabase集成，客户可接订阅/广告变现。", + "limitation": "一万builder不等付费数，应用开发者所得不归平台收入。未试生成、构建、提交商店或核价，原生能力和上架时间非独立验证。" + }, + { + "id": "DEVTAG1-EMBEDDER-HOME", + "companyId": "YC30691", + "title": "Embedder客户板卡与测试台开发", + "url": "https://embedder.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述读取手册、代码、原理图和真实仪器完成编译/刷写/调试，提供共享实验桥、企业权限及私有部署。", + "limitation": "未连接板卡、编译刷机或测试。硬件支持数与万人开发者不是付费数，认证及安全声明未取得报告，不认定提供自有硬件量产。" + }, + { + "id": "DEVTAG1-CONTEXT-HOME", + "companyId": "YC30863", + "title": "TCC生产分析和修复分工", + "url": "https://www.thecontextcompany.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网说明通过MCP让编码代理调查，用户依正常流程审核/测试/发布；客户案例标45.6%较低modeled cost。", + "limitation": "模型成本估算不是已实现毛利，25.1%更多客户运行非公司收入；自述PII、审计及行业合规未核报告。" + }, + { + "id": "DEVTAG1-MLOP-HOME", + "companyId": "YC30539", + "title": "mlop实验跟踪与计划功能", + "url": "https://mlop.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网提供实验指标及版本跟踪，计算标private beta、推理coming soon，兼容W&B接口为自述。", + "limitation": "免费试用和开源不等零收入，未安装或验证接口兼容，计算和推理计划不当正式供给。" + }, + { + "id": "DEVTAG1-DARI-HOME", + "companyId": "YC30864", + "title": "dari当前官网正文缺项", + "url": "https://dari.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具页面无可读正文，现路由定位据YC简介，旧有状态部署和浏览器Agent发布分期。", + "limitation": "没有由标题推已运行路由、性能或当前价，旧无markup只适用原发布阶段；未取得合同。" + }, + { + "id": "DEVTAG1-KASH-HOME", + "companyId": "YC30402", + "title": "Kashikoi当前仿真评测入口", + "url": "https://www.getkashikoi.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称一条提示评测代理，需可定制连接器，列模拟、行为评估和多种示例分数。", + "limitation": "示例分数、每次运行成本及三千多runs不当独立实际测量或自身收入，未运行评测，不把模拟器当已公开基础模型。" + }, + { + "id": "DEVTAG1-HUMAN-HOME", + "companyId": "YC30497", + "title": "Human Behavior现产品工程与用户运营双线", + "url": "https://www.humanbehavior.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现官网从会话回放识别故障、准备PR/原型，另有漏斗与客户联络；邮件草稿等待批准。", + "limitation": "界面示例发票、at-risk金额和PR状态不当已核案例、真实财务或实际客户联络，未执行SDK或操作账号。" + }, + { + "id": "DEVTAG1-KESTREL-HOME", + "companyId": "YC30903", + "title": "Kestrel生成与执行分工", + "url": "https://usekestrel.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述AI生成可编辑工程工作流，配置后按代码执行，生产变更有审批及PR合并步骤，当前称40以上集成。", + "limitation": "确定性执行不等工作流逻辑正确，未运行云自动化/部署；旧30连接与现40自述分期，千元试用额非收入。" + }, + { + "id": "DEVTAG1-HELIX-ACCESS", + "companyId": "YC30432", + "title": "HelixDB官网读取缺项", + "url": "https://helix-db.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网网页工具不可读，现图/向量/文本数据库定位另据公开仓库及YC。", + "limitation": "不根据不可读推停业或未交付，云服务实际合同及收入留缺。" + }, + { + "id": "DEVTAG1-HELIX-REPO", + "companyId": "YC30432", + "title": "HelixDB公开仓库及托管范围", + "url": "https://github.com/helixdb/helix-db", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "README与目录可读，Rust图/向量/BM25数据库含SDK、查询和对象存储说明，区分本地开源与Helix Cloud托管。", + "limitation": "未固定commit、安装、执行查询或复现事务/性能，公开源码不证明稳定性、付费或毛利。" + }, + { + "id": "DEVTAG1-HELIX-LICENSE", + "companyId": "YC30432", + "title": "HelixDB代码许可", + "url": "https://github.com/HelixDB/helix-db/blob/main/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "代码仓库LICENSE内容为Apache License 2.0。", + "limitation": "代码开放不代表托管云及支持无费，未核完整商业合同或所有依赖许可，不作独立能力和公司收入证明。" + }, + { + "id": "DEVTAG1-LUMINAL-OLD-ARR", + "companyId": "YC30804", + "title": "Luminal创始人旧ARR及替代成本", + "url": "https://www.ycombinator.com/launches/O0g-luminal-pytorch-for-production", + "publishedAt": "2025-07-20", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2025-07-20发布追述创始人在另一startup增长到约原文$5M ARR，并称替代年薪$300k以上GPU工程流程。", + "limitation": "前公司ARR、客户工程成本及潜在省钱不是Luminal自身营收，不转为当前ARR。" + }, + { + "id": "DEVTAG1-KERNEL-OLD-EXIT", + "companyId": "YC30762", + "title": "Kernel创始人旧公司退出价", + "url": "https://www.ycombinator.com/launches/O5f-kernel-crazy-fast-browser-infrastructure", + "publishedAt": "2025-07-31", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2025-07-31发布追述Clever于2021以原文$500m退出；浏览器按资源用量供给。", + "limitation": "退出交易估值不是Kernel自身收入、融资或当前ARR，不作新公司财务样本。" + }, + { + "id": "DEVTAG1-OMNARA-OLD-PRICE", + "companyId": "YC30722", + "title": "Omnara旧遥控会话价格", + "url": "https://www.ycombinator.com/launches/PFp-omnara-run-claude-code-from-anywhere", + "publishedAt": "2026-01-23", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-01-23发布为10会话免费、20月费，2025旧发布为9月费；现官网平台费0加资源用量另列。", + "limitation": "不同期产品定位及价格不能叠加作MRR，无实际付费数、合同及回款，不把旧订阅价当现统一价。" + }, + { + "id": "DEVTAG1-OKIBI-LAUNCH", + "companyId": "YC30768", + "title": "Okibi现CLI与市场其他公司归属", + "url": "https://www.ycombinator.com/launches/Tn9-okibi-agent-ready-clis", + "publishedAt": "2026-09-10", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-09-10发布称读取API/代码生成、验证及维护CLI；DoorDash等列为自行发布CLI的市场例子。", + "limitation": "这些品牌不是已核Okibi客户，旧15YC合作亦非已付费；未运行生成/验证或核签约收费。" } ], "reviews": [ @@ -58066,6 +58773,118 @@ "SALES-LAUNCH-NATIVE" ], "handling": "不能把2026 YC或Norn发布日期当新公司成立。2M ARR仅待交叉核对的自述，财务截至日、新旧业务与主体边界未核；官网7人与旧YC6人分开，未擅改历史团队，不推虚报。" + }, + { + "id": "DEVTAG1-R-CLASS", + "type": "软件开发原标签池第一批25项复核", + "company": "软件开发原标签池第一批", + "scope": "companies", + "companyIds": [ + "YC30402", + "YC30431", + "YC30449", + "YC30468", + "YC30497", + "YC30539", + "YC30610", + "YC30638", + "YC30651", + "YC30660", + "YC30691", + "YC30699", + "YC30722", + "YC30762", + "YC30768", + "YC30804", + "YC30863", + "YC30864", + "YC30903", + "YC30969", + "YC31001", + "YC31022", + "YC31147" + ], + "summary": "25项当前主营及相关发布已读，8保留开发、17按当前交付迁移；原51标签池还余26项未复核。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30402", + "DEVTAG1-CAT-YC30431", + "DEVTAG1-CAT-YC30449", + "DEVTAG1-CAT-YC30468", + "DEVTAG1-CAT-YC30497", + "DEVTAG1-CAT-YC30539", + "DEVTAG1-CAT-YC30610", + "DEVTAG1-CAT-YC30638", + "DEVTAG1-CAT-YC30651", + "DEVTAG1-CAT-YC30660", + "DEVTAG1-CAT-YC30691", + "DEVTAG1-CAT-YC30699", + "DEVTAG1-CAT-YC30722", + "DEVTAG1-CAT-YC30762", + "DEVTAG1-CAT-YC30768", + "DEVTAG1-CAT-YC30804", + "DEVTAG1-CAT-YC30863", + "DEVTAG1-CAT-YC30864", + "DEVTAG1-CAT-YC30903", + "DEVTAG1-CAT-YC30969", + "DEVTAG1-CAT-YC31001", + "DEVTAG1-CAT-YC31022", + "DEVTAG1-CAT-YC31147", + "DEVTAG1-FEYN-ACCESS", + "DEVTAG1-CLIDEY-HOME", + "DEVTAG1-WHODB-HOME", + "DEVTAG1-LOTAS-HOME", + "DEVTAG1-VIBE-HOME", + "DEVTAG1-ATTUNE-HOME", + "DEVTAG1-MAGNITUDE-HOME", + "DEVTAG1-KERNEL-PRICE", + "DEVTAG1-OMNARA-HOME", + "DEVTAG1-FASTSHOT-HOME", + "DEVTAG1-EMBEDDER-HOME", + "DEVTAG1-CONTEXT-HOME", + "DEVTAG1-MLOP-HOME", + "DEVTAG1-DARI-HOME", + "DEVTAG1-KASH-HOME", + "DEVTAG1-HUMAN-HOME", + "DEVTAG1-KESTREL-HOME", + "DEVTAG1-LUMINAL-OLD-ARR", + "DEVTAG1-KERNEL-OLD-EXIT", + "DEVTAG1-OMNARA-OLD-PRICE", + "DEVTAG1-OKIBI-LAUNCH" + ], + "handling": "新旧产品、模型算力/Agent设施、通用数据工作、量化交易和社媒运营分别记录。Feyn/Helix官网缺项、Lotas联系页及dari空正文不当已读完整产品；客户收益、演示、赠额和旧业绩排除收入。" + }, + { + "id": "DEVTAG1-R-HELIX", + "type": "Agent上下文数据库公开材料复核", + "company": "HelixDB", + "scope": "companies", + "companyIds": [ + "YC30432" + ], + "summary": "README、目录及代码Apache许可可读，开源数据库和托管云服务分开；列public-artifact。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30432", + "DEVTAG1-HELIX-ACCESS", + "DEVTAG1-HELIX-REPO", + "DEVTAG1-HELIX-LICENSE" + ], + "handling": "未固定commit、编译、运行或复现1—3数量级性能。公开代码及星标不是收入，实际托管价格/合同待核。" + }, + { + "id": "DEVTAG1-R-STAR", + "type": "CI按量交付、采用与公开优化记录", + "company": "StarSling", + "scope": "companies", + "companyIds": [ + "YC30545" + ], + "summary": "按CPU/GPU资源分钟交付，优化PR由客户审核合并，已读一个公开合并记录；二百万jobs只记采用。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30545", + "DEVTAG1-STAR-HOME", + "DEVTAG1-STAR-PR" + ], + "handling": "未读完整差异或运行日志、未独立复现6倍/13倍性能；按分钟费率和jobs量不能推ARR，模型费用、付费/免费和可用代理范围另列。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 7937053..507d94b 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-1", + "version": "2026-10-31-dev-tags-1", "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。", @@ -15,7 +15,7 @@ ], "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。", - "nextCheck": "原新增目录中31条深化为个案并保留来源；当前基础项393条主营分类人工复核。本轮23项C06规则初分已读，22项保留、Bluma转创意制作，8项官网资料与Native政府接口缺项分开。软件/人工托管/制作代理及广告预算拆分；Native官网旧经营与YC2026成立冲突，当前year=null，原发现审计保留；2M ARR仅交叉核对。继续核C05/C07及其他非人工资料、主体、技术和财务，不把主营复核当完整来源覆盖。", + "nextCheck": "原新增目录33条深化并保留发现来源，本快照基础项416条主营人工复核。原C04开发标签池51项中的前25项已重读主营及相关发布：8保留、17迁移（Agent设施9、模型设施5、通用企业1、客户运营1、行业1），余26项。现产品与旧Feyn/Chonkie、VibeFlow、Attune、WhoDB/Docucod、Lotas/Rao、Omnara和Coasts/JSX分期；Helix公开材料不等性能测试，StarSling公开合并记录不等全部性能/收费证明。计算分钟、模型用量和月费拆分，jobs、旧ARR、退出价、赠额及演示不是自身ARR。本分支独立于PR #33企业89项、#34行业252项、#35模型标签26项，整合须保留各分支追加记录及版本计数；全部公开来源及主体、技术和财务仍待核。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index fa5ce66..26a96de 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-sales-models-1", + "sourceVersion": "2026-10-31-dev-tags-1", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",