diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index e17f21f..3dc4b6c 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, 2127); - assert.equal(research.observations.length, 293); + assert.equal(research.evidence.length, 2160); + assert.equal(research.observations.length, 299); 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 774737c..c6fc9e8 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, 2127); - assert.equal(initial.observations.length, 293); + assert.equal(initial.evidence.length, 2160); + assert.equal(initial.observations.length, 299); 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, 133); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 136); 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")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c64ff56..95e2c17 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-industry-8", + "version": "2026-10-31-industry-9", "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": [ @@ -3356,27 +3356,30 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The first AI mortgage lender", - "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AI代理处理住宅按揭贷款申请及借贷流程。", + "buyer": "购房、再融资及房屋信贷借款人", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留专业金融服务；自述Texas/Colorado牌照及99%自动化未独立核。创始人前业务每年2%美国房贷非Chestnut份额或收入，客户利息下降及贷款本金不等ARR，官网403缺项保留。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30384" + "YC-E-30384", + "INDUSTRY9-CAT-YC30384", + "INDUSTRY9-CHESTNUT-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：以AI代理处理住宅按揭贷款申请及借贷流程。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Fintech", "Real Estate", "Consumer", "AI" - ] + ], + "businessModel": "按揭贷款服务；贷款、发起费、利差、资本及人工成本待拆" }, { "id": "YC30399", @@ -3386,28 +3389,31 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：RWE Generation in minutes", - "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": "在客户临床数据上协助研究设计、队列、统计分析和真实世界证据报告。", + "buyer": "药企、CRO及临床研究团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留现RWE应用，旧医学图像标注发布分期。官网称AI写代码而患者数据留沙盒、研究员逐步审阅，架构和疗效未独立核；演示风险比、样本和匿名引语不当临床研究结果或收入。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30399" + "YC-E-30399", + "INDUSTRY9-CAT-YC30399", + "INDUSTRY9-FREKIL-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：在客户临床数据上协助研究设计、队列、统计分析和真实世界证据报告。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Health Tech", "B2B", "Biotech", "Healthcare", "AI" - ] + ], + "businessModel": "临床研究软件；项目、数据连接、计算与专业审阅成本待拆" }, { "id": "YC30400", @@ -3592,28 +3598,31 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Deep intelligence for private markets", - "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": "将访谈及播客资料结构化为带来源的私募市场研究。", + "buyer": "投资机构、咨询及研究团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留当前私募研究，旧面向个人播客应用另列。700亿客户AUM非自身收入；200万文本与10倍覆盖为自述，厂商加权覆盖基准不等模型总体能力或独立测试。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30413" + "YC-E-30413", + "INDUSTRY9-CAT-YC30413", + "INDUSTRY9-SERAFIS-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：将访谈及播客资料结构化为带来源的私募市场研究。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "SaaS", "Finance", "Investing", "Search", "AI" - ] + ], + "businessModel": "专业市场研究数据；终端、API、数据仓库及内容成本待拆" }, { "id": "YC30415", @@ -3797,26 +3806,29 @@ "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI-Native Mortgage Broker", - "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": "作为按揭经纪比较贷款方、整理报价并协调借款交易。", + "buyer": "购房和再融资借款人", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留金融专业服务；官网明确不是银行，持牌人员协助。示例50万贷款、1250发起费和客户利息节省不作公司MRR，利率条件、佣金与实际收入未知，牌照仅自述未查登记。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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": "官网条件示例列原文$1250发起费，并称贷款方成交后补偿；未核归属和实际佣金率，不当实收收入", "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-30426" + "YC-E-30426", + "INDUSTRY9-CAT-YC30426", + "INDUSTRY9-RALO-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：作为按揭经纪比较贷款方、整理报价并协调借款交易。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Fintech", "Consumer Finance", "AI" - ] + ], + "businessModel": "按揭经纪；放款方成交后补偿、费用、人工及系统成本待拆" }, { "id": "YC30429", @@ -3826,24 +3838,27 @@ "year": 2025, "team": 6, "location": "New York City, NY", - "business": "公司简介：AI Revenue Platform for Post-Acute Care", - "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": "为居家及后急性护理机构处理资格、转诊、授权和索赔收款流程。", + "buyer": "居家护理及后急性医疗机构", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留医疗全流程，当前扩至护理连续性与旧账单发布分期。六位数漏收为客户问题发现非供应商收入，440万融资不是收入；一键目标和合规标识未独立核，账单人员仍作重要决定。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30429" + "YC-E-30429", + "INDUSTRY9-CAT-YC30429", + "INDUSTRY9-CLAIM-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为居家及后急性护理机构处理资格、转诊、授权和索赔收款流程。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Healthcare" - ] + ], + "businessModel": "医疗收入运营软件；案件、接入及人工决策成本待拆" }, { "id": "YC30430", @@ -5777,26 +5792,29 @@ "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI + human review to solve data cleaning - accessible via API or Excel", - "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": "将非结构化资料整理为供投资团队使用且经专家审核的数据。", + "buyer": "基金、投资及数据团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留金融数据服务，API入口不代表无人软件。官网逐项专家审核及共识验证，准确性和延迟均未实测；客户千亿AUM和Acme财务演示不作sieve收入。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30552" + "YC-E-30552", + "INDUSTRY9-CAT-YC30552", + "INDUSTRY9-SIEVE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：将非结构化资料整理为供投资团队使用且经专家审核的数据。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Investing", "Data Engineering", "APIs" - ] + ], + "businessModel": "专业数据服务加AI；数据点、资料、专家复核与连接费用待拆" }, { "id": "YC30553", @@ -6398,27 +6416,29 @@ "year": 2025, "team": 11, "location": "San Francisco", - "business": "公司简介：Book any load in 10 minutes", - "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": "为物流订舱寻找可用卡车、并行联系并协商和预订运载。", + "buyer": "物流经纪、货主及运输运营团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留物流专业流程，10分钟订货及更好毛利为自述。未核是否承担经纪责任、实际自动完成率及计费，行业百万日货量不归本公司收入。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30615" + "YC-E-30615", + "INDUSTRY9-CAT-YC30615" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为物流订舱寻找可用卡车、并行联系并协商和预订运载。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "B2B", "Logistics", "Supply Chain", "AI" - ] + ], + "businessModel": "物流代理软件；联系、预订、系统接入及例外费用待拆" }, { "id": "YC30620", @@ -6728,25 +6748,27 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：The AI OS for Cities", - "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": "为地方政府311及部门热线提供AI接听和事项处理。", + "buyer": "市政及地方政府部门", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留政务应用，AI OS为扩展愿景。许可申请及动物管理具体办结权限、政府合同和数据安全未核，不把接听等同政府最终批准。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30636" + "YC-E-30636", + "INDUSTRY9-CAT-YC30636" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为地方政府311及部门热线提供AI接听和事项处理。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "GovTech", "AI" - ] + ], + "businessModel": "政府热线专业软件；通话、部门接入及人工升级费用待拆" }, { "id": "YC30637", @@ -7189,28 +7211,30 @@ "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI Grading for Teachers", - "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": "为教师批改手写数学作业并提供学习分析和差异化测评。", + "buyer": "教师、学校及教学团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留教育专业应用；批改分钟化和减负为自述，教师责任、误评分及学习效果未独立核。白宫合作称号本轮未查原始登记，不当认证；前Coinbase5000万增收不是Frizzle收入。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30655" + "YC-E-30655", + "INDUSTRY9-CAT-YC30655" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为教师批改手写数学作业并提供学习分析和差异化测评。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Education", "SaaS", "B2B", "Productivity", "AI" - ] + ], + "businessModel": "教育评测软件；教师、学校、作业及审核费用待拆" }, { "id": "YC30657", @@ -7376,26 +7400,28 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Frontier AI for Actuaries", - "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": "为保险精算师整理数据、运行方法并部署费率工具。", + "buyer": "保险公司、再保险及MGA精算团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留精算应用，用户作专业判断，自有基础设施且团队协助上线为自述。frontier不直接当基础模型，SOC2及不训练数据未独立核，实际费率风险和合同未知。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30663" + "YC-E-30663", + "INDUSTRY9-CAT-YC30663" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为保险精算师整理数据、运行方法并部署费率工具。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "API", "Insurance", "AI" - ] + ], + "businessModel": "专业精算软件与部署；模型、数据、现场支持及人审成本待拆" }, { "id": "YC30665", @@ -7546,32 +7572,35 @@ "id": "YC30673", "name": "Nexa Labs", "url": "https://www.ycombinator.com/companies/nexa-labs", - "cat": "C07", + "cat": "C10", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Implantable microchips and AI for cattle monitoring", - "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": "以植入芯片、耳标及平台监测牛只生理、定位和繁殖状态。", + "buyer": "牧场及牛群运营团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "移实体传感交付；YC现Acquired仅列状态，买方及交割未核。官网仍有试点入口，40%更早和15%提升为宣传，USDA、动物安全及实际收入未知，不作已规模化部署。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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", + "stage": "YC状态Acquired；官网仍有试点入口，买方、交割及收购后供货未核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30673" + "YC-E-30673", + "INDUSTRY9-CAT-YC30673", + "INDUSTRY9-NEXA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：以植入芯片、耳标及平台监测牛只生理、定位和繁殖状态。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Livestock Health", "Medical Devices", "Agriculture", "AI", "Biotechnology" - ] + ], + "businessModel": "畜牧传感硬件与软件；芯片、耳标、基站、安装及订阅成本待拆" }, { "id": "YC30675", @@ -7688,32 +7717,34 @@ "id": "YC30681", "name": "Conviction", "url": "https://www.ycombinator.com/companies/conviction", - "cat": "C07", + "cat": "C09", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Anyone Can Trade", - "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": "让个人用自然语言创建交易策略并回测、模拟和部署。", + "buyer": "个人交易及投资用户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "移个人应用，当前Conviction与附载Parachute医疗模型评估旧发布分期。未核主体沿革、交易许可、实际成交和收益，不将旧医疗客户或回测继承为当前业绩。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30681" + "YC-E-30681", + "INDUSTRY9-CAT-YC30681" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：让个人用自然语言创建交易策略并回测、模拟和部署。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Fintech", "Crypto / Web3", "Consumer Finance", "AI", "Stocks" - ] + ], + "businessModel": "个人交易应用；订阅、数据、执行和平台费用待核" }, { "id": "YC30683", @@ -8030,29 +8061,34 @@ "id": "YC30695", "name": "Channel3", "url": "https://www.ycombinator.com/companies/channel3", - "cat": "C07", + "cat": "C03", "year": 2025, "team": 5, "location": "New York City, NY", - "business": "公司简介：Database of every product on 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": "为开发者提供商品图谱搜索、推荐及电商佣金接口。", + "buyer": "购物Agent、应用及企业产品开发者", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "按开发者数据/工具移C03，商品及品牌不是医疗等行业应用。1亿商品、5000品牌不等付费客户，API费用与转付开发者佣金、未来checkout分别核，不从成交额估ARR。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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": "文档每月1000免费credits，额外原文$0.007/credit；搜索通常1credit，对话另计搜索，批量定制。佣金与API收费分开，实际收入未知", "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-30695" + "YC-E-30695", + "INDUSTRY9-CAT-YC30695", + "INDUSTRY9-CHANNEL-HOME", + "INDUSTRY9-CHANNEL-PRICE", + "INDUSTRY9-CHANNEL-COMMISSION-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为开发者提供商品图谱搜索、推荐及电商佣金接口。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "E-commerce", "AI" - ] + ], + "businessModel": "Agent商务数据设施；API用量、佣金及商家服务收入待拆" }, { "id": "YC30696", @@ -8811,26 +8847,28 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Truckload Planning at Machine Precision", - "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": "为整车承运商连接ERP和沟通资料并优化货载计划。", + "buyer": "整车运输承运及调度团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留物流规划，未来自主移动全球货物不等已拥有运输资产或自主车辆。客户每英里收入及前Amazon优化经历不归平台收入，实际求解质量和合同未核。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30731" + "YC-E-30731", + "INDUSTRY9-CAT-YC30731" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为整车承运商连接ERP和沟通资料并优化货载计划。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Logistics", "Supply Chain", "AI" - ] + ], + "businessModel": "运输规划软件；系统、优化、部署和支持费用待拆" }, { "id": "YC30732", @@ -9047,26 +9085,29 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：The GD&T Analysis Platform for Engineering Drawings", - "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。", - "cohort": "2025年成立", + "business": "本地分析工程图纸几何公差、叠加和生产检查报告。", + "buyer": "机械设计、制造及检验团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留工程软件作为目录对照，现核心图纸分析明确不使用AI，不能认定当前AI主营已确认。旧自动检查与现确定性分析分期，原发现保留；注册认证、生产就绪及收入未独立核，前Tesla产量不是本公司规模。 原成立和团队快照保留；主营核查不等技术或财务审计。", + "cohort": "2025年成立；当前核心图纸分析明确非AI，保留目录对照、AI实际作用待核", "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-30741" + "YC-E-30741", + "INDUSTRY9-CAT-YC30741", + "INDUSTRY9-F4-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：本地分析工程图纸几何公差、叠加和生产检查报告。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Hardware", "B2B", "Industrial" - ] + ], + "businessModel": "工程图纸软件与审阅服务；桌面许可、专家审核、企业培训及驻场费用待拆" }, { "id": "YC30742", @@ -9099,32 +9140,36 @@ "id": "YC30743", "name": "Opennote", "url": "https://www.ycombinator.com/companies/opennote", - "cat": "C07", + "cat": "C09", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：The notebook that thinks with you.", - "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": "历史提供内嵌AI写作、知识及学习助手的个人笔记本。", + "buyer": "原个人学习及笔记用户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "移个人应用并标历史状态；官网称2026-05-06宣布被Reducto收购，Opennote应用已下线。YC旧笔记描述不是当前可用产品，未披露交易额或收入，不把买方业务和营收并入。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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", + "stage": "官网称2026-05-06被Reducto收购，Opennote应用已下线；交易与历史收入未核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30743" + "YC-E-30743", + "INDUSTRY9-CAT-YC30743", + "INDUSTRY9-OPENNOTE-HOME", + "INDUSTRY9-OPENNOTE-ANNOUNCE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：历史提供内嵌AI写作、知识及学习助手的个人笔记本。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "AI-Enhanced Learning", "Education", "SaaS", "Consumer", "Productivity" - ] + ], + "businessModel": "历史个人软件；收购前收费、数据及模型成本未核" }, { "id": "YC30744", @@ -9484,32 +9529,34 @@ "id": "YC30774", "name": "CLODO", "url": "https://www.ycombinator.com/companies/clodo", - "cat": "C07", + "cat": "C06", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Planet-scale people discovery.", - "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": "为获客、招聘及营销查找企业和相关人员。", + "buyer": "GTM、招聘及商业开发团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "按当前GTM发布和人员发现移客户收入运营，兼招聘用途不代表垂直行业。Fortune500及众多行业采用未独立核，搜索示例中百万年数据支出为买家条件，非CLODO收入。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30774" + "YC-E-30774", + "INDUSTRY9-CAT-YC30774" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为获客、招聘及营销查找企业和相关人员。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "B2B", "Recruiting", "Sales", "AI", "AI Assistant" - ] + ], + "businessModel": "人员发现软件；搜索、数据、席位及连接费用待拆" }, { "id": "YC30775", @@ -9670,25 +9717,27 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI powered brokerage reducing residential rental commissions in NYC…", - "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": "为住宅业主挂牌营销并以AI筛选租户及安排看房。", + "buyer": "纽约住宅业主及租赁客户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留经纪专业服务，三分之一佣金是报价主张而非实际毛利。人工代理会议仍属交付，租金、房产和成交总额不当净收入，执照及合同未核。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30791" + "YC-E-30791", + "INDUSTRY9-CAT-YC30791" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为住宅业主挂牌营销并以AI筛选租户及安排看房。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Machine Learning", "Real Estate" - ] + ], + "businessModel": "住宅租赁经纪；佣金、人工代理、营销和系统成本待拆" }, { "id": "YC30792", @@ -10114,27 +10163,29 @@ "year": 2025, "team": 25, "location": "Stockholm, Sweden", - "business": "公司简介：Agentic AI for Society Builders", - "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": "为建筑企业提供项目分析、估算、投标、采购和风险代理。", + "buyer": "建筑估算、项目及采购团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留建筑软件，800万融资不是收入，创始人自2018从业不当公司成立年。政府行业返工估计及代理数量不作本公司规模，现采用、性能与合同未独立核。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30835" + "YC-E-30835", + "INDUSTRY9-CAT-YC30835" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为建筑企业提供项目分析、估算、投标、采购和风险代理。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "Machine Learning", "Construction", "AI", "AI Assistant" - ] + ], + "businessModel": "建筑行业软件与实施；组织数据、模型、部署和专业审阅费待拆" }, { "id": "YC30844", @@ -10294,28 +10345,30 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Automating regulatory submissions for life sciences", - "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": "为药企整理研究报告并准备IND及临床试验申报文档。", + "buyer": "生物医药及临床申报团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，实际付费、财务和技术效果待核。", + "notes": "保留医药申报；每项节省10万CRO费和提前数月为厂商主张，非收入或监管批准。未核专业责任、申报准确、实际获批和收款，试验患者尚未治疗不当临床成效。 原成立和团队快照保留；主营核查不等技术或财务审计。", "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-30856" + "YC-E-30856", + "INDUSTRY9-CAT-YC30856" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为药企整理研究报告并准备IND及临床试验申报文档。 依当前买家及交付分类，API、人审服务、实体传感及个人应用分开。", "directoryTags": [ "B2B", "Biotech", "Compliance", "AI", "Biotechnology" - ] + ], + "businessModel": "专业监管文档软件；申报、文档、实施及专家审阅成本待拆" }, { "id": "YC30858", @@ -35854,6 +35907,96 @@ "evidence": "INDUSTRY8-SINTROPIX-HOME", "selection": "excluded", "comparisonGroup": null + }, + { + "id": "INDUSTRY9-O-SERAFIS-AUM", + "company": "YC30413", + "name": "Serafis", + "kind": "客户管理资产", + "value": 70000000000, + "bound": ">", + "unit": "原文$，币种待核", + "timing": "当前简介及官网，资产截至日未给", + "scope": "客户投资机构AUM", + "reason": "客户资产非Serafis收入，不按假设费率推ARR", + "evidence": "INDUSTRY9-SERAFIS-HOME", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY9-O-SIEVE-AUM", + "company": "YC30552", + "name": "sieve", + "kind": "客户管理资产", + "value": 100000000000, + "bound": ">", + "unit": "原文$，币种待核", + "timing": "当前官网，资产截至日未给", + "scope": "投资客户AUM", + "reason": "客户资产非数据服务收入，不能据此估公司规模或ARR", + "evidence": "INDUSTRY9-SIEVE-HOME", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY9-O-SIEVE-DEMO-REV", + "company": "YC30552", + "name": "sieve", + "kind": "Acme示例总收入", + "value": 394300000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "官网产品示例标2023季度资料，非sieve经营期", + "scope": "产品界面示例，非sieve收入", + "reason": "财务提取演示不是本公司财务，不纳公司收入或ARR", + "evidence": "INDUSTRY9-SIEVE-HOME", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY9-O-CLAIM-CLIENT-LEAK", + "company": "YC30429", + "name": "Claim Health", + "kind": "客户漏收发现的六位数量级", + "value": 100000, + "bound": ">=", + "unit": "币种未注明", + "timing": "2025-05-01发布的早期使用，观察期间未给", + "scope": "客户拒赔及少付漏收，非Claim Health收入", + "reason": "发现漏收不等已收回，公司服务费和客户索赔分开", + "evidence": "INDUSTRY9-CAT-YC30429", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY9-O-FRIZZLE-OLD-REV", + "company": "YC30655", + "name": "Frizzle", + "kind": "前Coinbase增量收入", + "value": 50000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2025-08-20发布追述此前工作，财务期未给", + "scope": "创始人前雇主增量收入，非Frizzle", + "reason": "旧雇主收入与前教育业务不转移给当前批改软件", + "evidence": "INDUSTRY9-CAT-YC30655", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY9-O-SCOOP-CLIENT-SAVING", + "company": "YC30856", + "name": "Scoop", + "kind": "每项申报节省CRO费自述", + "value": 100000, + "bound": ">", + "unit": "原文$，币种待核", + "timing": "2025-11-10发布，实际客户及观察期未给", + "scope": "生物医药客户潜在费用节省", + "reason": "费用节省不等平台收入或已获批准，未核实际合同和净节省", + "evidence": "INDUSTRY9-CAT-YC30856", + "selection": "excluded", + "comparisonGroup": null } ], "evidence": [ @@ -59253,6 +59396,369 @@ "kind": "公司公开资料复核", "summary": "本轮工具无法读取官网，YC说明从未认证课后写作班开始。", "limitation": "不推已开设完整认证学校，课程交付、资质、学生、教师及收费尚缺。" + }, + { + "id": "INDUSTRY9-CAT-YC30384", + "companyId": "YC30384", + "title": "Chestnut主营及原标签复核", + "url": "https://www.ycombinator.com/companies/chestnut", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以AI代理处理住宅按揭贷款申请及借贷流程。 保留专业金融服务；自述Texas/Colorado牌照及99%自动化未独立核。创始人前业务每年2%美国房贷非Chestnut份额或收入，客户利息下降及贷款本金不等ARR，官网403缺项保留。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30399", + "companyId": "YC30399", + "title": "Frekil主营及原标签复核", + "url": "https://www.ycombinator.com/companies/frekil", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在客户临床数据上协助研究设计、队列、统计分析和真实世界证据报告。 保留现RWE应用，旧医学图像标注发布分期。官网称AI写代码而患者数据留沙盒、研究员逐步审阅，架构和疗效未独立核；演示风险比、样本和匿名引语不当临床研究结果或收入。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30413", + "companyId": "YC30413", + "title": "Serafis主营及原标签复核", + "url": "https://www.ycombinator.com/companies/serafis", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将访谈及播客资料结构化为带来源的私募市场研究。 保留当前私募研究，旧面向个人播客应用另列。700亿客户AUM非自身收入；200万文本与10倍覆盖为自述，厂商加权覆盖基准不等模型总体能力或独立测试。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30426", + "companyId": "YC30426", + "title": "Ralo主营及原标签复核", + "url": "https://www.ycombinator.com/companies/ralo", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "作为按揭经纪比较贷款方、整理报价并协调借款交易。 保留金融专业服务；官网明确不是银行，持牌人员协助。示例50万贷款、1250发起费和客户利息节省不作公司MRR，利率条件、佣金与实际收入未知，牌照仅自述未查登记。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30429", + "companyId": "YC30429", + "title": "Claim Health主营及原标签复核", + "url": "https://www.ycombinator.com/companies/claim-health", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为居家及后急性护理机构处理资格、转诊、授权和索赔收款流程。 保留医疗全流程，当前扩至护理连续性与旧账单发布分期。六位数漏收为客户问题发现非供应商收入，440万融资不是收入；一键目标和合规标识未独立核，账单人员仍作重要决定。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30552", + "companyId": "YC30552", + "title": "sieve主营及原标签复核", + "url": "https://www.ycombinator.com/companies/sieveai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将非结构化资料整理为供投资团队使用且经专家审核的数据。 保留金融数据服务，API入口不代表无人软件。官网逐项专家审核及共识验证，准确性和延迟均未实测；客户千亿AUM和Acme财务演示不作sieve收入。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30615", + "companyId": "YC30615", + "title": "Lanesurf主营及原标签复核", + "url": "https://www.ycombinator.com/companies/lanesurf", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为物流订舱寻找可用卡车、并行联系并协商和预订运载。 保留物流专业流程，10分钟订货及更好毛利为自述。未核是否承担经纪责任、实际自动完成率及计费，行业百万日货量不归本公司收入。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30636", + "companyId": "YC30636", + "title": "EffiGov主营及原标签复核", + "url": "https://www.ycombinator.com/companies/effigov", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为地方政府311及部门热线提供AI接听和事项处理。 保留政务应用，AI OS为扩展愿景。许可申请及动物管理具体办结权限、政府合同和数据安全未核，不把接听等同政府最终批准。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30655", + "companyId": "YC30655", + "title": "Frizzle主营及原标签复核", + "url": "https://www.ycombinator.com/companies/frizzle", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为教师批改手写数学作业并提供学习分析和差异化测评。 保留教育专业应用；批改分钟化和减负为自述，教师责任、误评分及学习效果未独立核。白宫合作称号本轮未查原始登记，不当认证；前Coinbase5000万增收不是Frizzle收入。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30663", + "companyId": "YC30663", + "title": "Tesora主营及原标签复核", + "url": "https://www.ycombinator.com/companies/tesora", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为保险精算师整理数据、运行方法并部署费率工具。 保留精算应用，用户作专业判断，自有基础设施且团队协助上线为自述。frontier不直接当基础模型，SOC2及不训练数据未独立核，实际费率风险和合同未知。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30673", + "companyId": "YC30673", + "title": "Nexa Labs主营及原标签复核", + "url": "https://www.ycombinator.com/companies/nexa-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以植入芯片、耳标及平台监测牛只生理、定位和繁殖状态。 移实体传感交付；YC现Acquired仅列状态，买方及交割未核。官网仍有试点入口，40%更早和15%提升为宣传，USDA、动物安全及实际收入未知，不作已规模化部署。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30681", + "companyId": "YC30681", + "title": "Conviction主营及原标签复核", + "url": "https://www.ycombinator.com/companies/conviction", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "让个人用自然语言创建交易策略并回测、模拟和部署。 移个人应用，当前Conviction与附载Parachute医疗模型评估旧发布分期。未核主体沿革、交易许可、实际成交和收益，不将旧医疗客户或回测继承为当前业绩。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30695", + "companyId": "YC30695", + "title": "Channel3主营及原标签复核", + "url": "https://www.ycombinator.com/companies/channel3", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为开发者提供商品图谱搜索、推荐及电商佣金接口。 按开发者数据/工具移C03，商品及品牌不是医疗等行业应用。1亿商品、5000品牌不等付费客户，API费用与转付开发者佣金、未来checkout分别核，不从成交额估ARR。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30731", + "companyId": "YC30731", + "title": "Maximal主营及原标签复核", + "url": "https://www.ycombinator.com/companies/maximal", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为整车承运商连接ERP和沟通资料并优化货载计划。 保留物流规划，未来自主移动全球货物不等已拥有运输资产或自主车辆。客户每英里收入及前Amazon优化经历不归平台收入，实际求解质量和合同未核。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30741", + "companyId": "YC30741", + "title": "F4 Industries主营及原标签复核", + "url": "https://www.ycombinator.com/companies/f4-industries", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "本地分析工程图纸几何公差、叠加和生产检查报告。 保留工程软件作为目录对照，现核心图纸分析明确不使用AI，不能认定当前AI主营已确认。旧自动检查与现确定性分析分期，原发现保留；注册认证、生产就绪及收入未独立核，前Tesla产量不是本公司规模。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30743", + "companyId": "YC30743", + "title": "Opennote主营及原标签复核", + "url": "https://www.ycombinator.com/companies/opennote", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "历史提供内嵌AI写作、知识及学习助手的个人笔记本。 移个人应用并标历史状态；官网称2026-05-06宣布被Reducto收购，Opennote应用已下线。YC旧笔记描述不是当前可用产品，未披露交易额或收入，不把买方业务和营收并入。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30774", + "companyId": "YC30774", + "title": "CLODO主营及原标签复核", + "url": "https://www.ycombinator.com/companies/clodo", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为获客、招聘及营销查找企业和相关人员。 按当前GTM发布和人员发现移客户收入运营，兼招聘用途不代表垂直行业。Fortune500及众多行业采用未独立核，搜索示例中百万年数据支出为买家条件，非CLODO收入。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30791", + "companyId": "YC30791", + "title": "Spotlight Realty主营及原标签复核", + "url": "https://www.ycombinator.com/companies/spotlight-realty", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为住宅业主挂牌营销并以AI筛选租户及安排看房。 保留经纪专业服务，三分之一佣金是报价主张而非实际毛利。人工代理会议仍属交付，租金、房产和成交总额不当净收入，执照及合同未核。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30835", + "companyId": "YC30835", + "title": "Brickanta主营及原标签复核", + "url": "https://www.ycombinator.com/companies/brickanta", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为建筑企业提供项目分析、估算、投标、采购和风险代理。 保留建筑软件，800万融资不是收入，创始人自2018从业不当公司成立年。政府行业返工估计及代理数量不作本公司规模，现采用、性能与合同未独立核。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-CAT-YC30856", + "companyId": "YC30856", + "title": "Scoop主营及原标签复核", + "url": "https://www.ycombinator.com/companies/scoop", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为药企整理研究报告并准备IND及临床试验申报文档。 保留医药申报；每项节省10万CRO费和提前数月为厂商主张，非收入或监管批准。未核专业责任、申报准确、实际获批和收款，试验患者尚未治疗不当临床成效。", + "limitation": "仅公开资料，原标签不能独自证明当前AI作用；客户AUM/节省、旧雇主业绩、示例金额、报价和融资不作本公司收入，实际能力及资格未独立核。" + }, + { + "id": "INDUSTRY9-F4-HOME", + "companyId": "YC30741", + "title": "F4确定性分析及AI相关性", + "url": "https://f4.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网明确图纸验证不使用AI，本地分析PDF/STEP，提供Review、Pro、Enterprise，企业含培训和现场服务。", + "limitation": "当前主要分析非AI；保留原目录发现作对照，其他AI实际作用缺项，不作已确认AI主营样本。徽标资质、标准覆盖及效果未独立核。" + }, + { + "id": "INDUSTRY9-OPENNOTE-HOME", + "companyId": "YC30743", + "title": "Opennote收购与下线", + "url": "https://www.opennote.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称2026-05-06宣布被Reducto收购，产品已sunset且应用不再可用，学习转入买方文档智能。", + "limitation": "官网当前公告支持状态变化，未核交割文件或金额；不把历史产品当仍可购买，不继承买方营收。" + }, + { + "id": "INDUSTRY9-OPENNOTE-ANNOUNCE", + "companyId": "YC30743", + "title": "Opennote原始收购公告入口", + "url": "https://www.opennote.com/blog/reducto", + "publishedAt": "2026-05-06", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网链接2026-05-06团队公告，标题为被Reducto收购；可读文本未给更多交易条款。", + "limitation": "标题与日期不证明收购价格或收入，正文读取范围有限，主体并表日期及用户迁移待核。" + }, + { + "id": "INDUSTRY9-CHANNEL-HOME", + "companyId": "YC30695", + "title": "Channel3开发者及品牌接口", + "url": "https://trychannel3.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网主要供Agent搜索和推荐商品，列开发者API、品牌与企业入口；首页checkout仍标soon。", + "limitation": "商品、品牌及行业规模非平台收入，开发者接口与品牌推广分开，实际交易、收费及checkout状态待核。" + }, + { + "id": "INDUSTRY9-CHANNEL-PRICE", + "companyId": "YC30695", + "title": "Channel3按用量收费", + "url": "https://channel3.ai/docs/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "文档列每月1000免费credits、额外原文$0.007/credit；搜索常为1credit，对话还计搜索用量，部分数据接口免费。", + "limitation": "费率不等实收MRR，币种及批量合同待核；开发者佣金和API用量非同一项，不用免费额度推收入。" + }, + { + "id": "INDUSTRY9-CHANNEL-COMMISSION-ACCESS", + "companyId": "YC30695", + "title": "Channel3佣金入口访问缺项", + "url": "https://trychannel3.com/dashboard/brands", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网Commissions导航本轮跳转登录页，未取得该入口结算规则。", + "limitation": "未登录或调用认证API；不能从佣金存在推平台抽成、开发者净收入或收入确认。" + }, + { + "id": "INDUSTRY9-NEXA-HOME", + "companyId": "YC30673", + "title": "Nexa传感器、耳标与牛群软件", + "url": "https://nexa.farm/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网仍有试点入口，描述皮下芯片、供能耳标及中心基站配合牛群管理软件。", + "limitation": "未取得当前收购后供货状态、安装和兽医安全证据；USDA、疾病与繁殖效果为自述，硬件加软件成本待核。" + }, + { + "id": "INDUSTRY9-SIEVE-HOME", + "companyId": "YC30552", + "title": "sieve人工验证及金融数字边界", + "url": "https://www.usesieve.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述AI提取后专家和共识审核，承认人工增加延迟；千亿以上AUM属客户，Acme收入/利润是产品演示。", + "limitation": "没有实际工时、独立准确率或财务底账，不能据human quality推保证正确或纯软件毛利；演示和客户资产排除营收。" + }, + { + "id": "INDUSTRY9-SERAFIS-HOME", + "companyId": "YC30413", + "title": "Serafis专业研究与客户资产", + "url": "https://www.serafis.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网当前侧重私募研究图谱，终端/API/MCP/仓库交付并存；列700亿客户AUM及自有播客覆盖基准。", + "limitation": "基准仅厂商加权资料覆盖而非整体模型能力，未独立复测，客户资产和文本数不作收入。" + }, + { + "id": "INDUSTRY9-FREKIL-HOME", + "companyId": "YC30399", + "title": "Frekil现RWE流程及人审", + "url": "https://www.frekil.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网从研究设计到统计代码执行和报告，称患者数据不离沙盒、AI写代码，研究专家控制每步。", + "limitation": "未测试隔离、统计偏差控制或临床效果；与旧影像标注分期，示例统计结果和用户引语不当已核研究或收入。" + }, + { + "id": "INDUSTRY9-CHESTNUT-ACCESS", + "companyId": "YC30384", + "title": "Chestnut官网访问缺项", + "url": "https://chestnutmortgage.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前网页工具对官网返回403，未取得官网正文。", + "limitation": "不绕过访问限制；YC牌照、自营贷款与前创业经历未取得独立登记核验，定价及现合同留缺。" + }, + { + "id": "INDUSTRY9-RALO-HOME", + "companyId": "YC30426", + "title": "Ralo佣金及条件示例", + "url": "https://www.ralo.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网说明经纪非银行，由贷款方成交后补偿，持牌人员协助；利率示例附50万本金、LTV和FICO等条件，列1250发起费。", + "limitation": "不核算或推荐贷款；示例费用和客户节省不作公司MRR，条件、费用归属及实际佣金率未核，NMLS仅官网自述。" + }, + { + "id": "INDUSTRY9-CLAIM-HOME", + "companyId": "YC30429", + "title": "Claim Health当前护理连续性平台", + "url": "https://www.claimhealth.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网覆盖转诊、授权、持续资格检查、账单及护理连续性，440万种子融资为公告。", + "limitation": "融资、诊所收款及页面病人/授权演示不是公司收入，未核SOC/HIPAA报告、实际拒赔率或完整付费交付。" } ], "reviews": [ @@ -63035,6 +63541,95 @@ "INDUSTRY8-SINTROPIX-HOME" ], "handling": "演示日期不能充当财务截至日；收入继续未知，不将界面Stripe、客户账目或自动态样例当已核收款，收费、财务和技术作用另待核。" + }, + { + "id": "INDUSTRY9-R-TAGS20", + "type": "行业原标签池首批主营复核", + "company": "原C07目录标签初分首批20家公司", + "scope": "companies", + "companyIds": [ + "YC30384", + "YC30399", + "YC30413", + "YC30426", + "YC30429", + "YC30552", + "YC30615", + "YC30636", + "YC30655", + "YC30663", + "YC30673", + "YC30681", + "YC30695", + "YC30731", + "YC30774", + "YC30791", + "YC30835", + "YC30856" + ], + "summary": "20项主营及相关发布节选已读，15保留行业、5移个人/实体传感/Agent商务设施/客户运营；另13项官网/文档及访问缺项，F4与Opennote专项分开。", + "evidenceIds": [ + "INDUSTRY9-CAT-YC30384", + "INDUSTRY9-CAT-YC30399", + "INDUSTRY9-CAT-YC30413", + "INDUSTRY9-CAT-YC30426", + "INDUSTRY9-CAT-YC30429", + "INDUSTRY9-CAT-YC30552", + "INDUSTRY9-CAT-YC30615", + "INDUSTRY9-CAT-YC30636", + "INDUSTRY9-CAT-YC30655", + "INDUSTRY9-CAT-YC30663", + "INDUSTRY9-CAT-YC30673", + "INDUSTRY9-CAT-YC30681", + "INDUSTRY9-CAT-YC30695", + "INDUSTRY9-CAT-YC30731", + "INDUSTRY9-CAT-YC30774", + "INDUSTRY9-CAT-YC30791", + "INDUSTRY9-CAT-YC30835", + "INDUSTRY9-CAT-YC30856", + "INDUSTRY9-CHANNEL-HOME", + "INDUSTRY9-CHANNEL-PRICE", + "INDUSTRY9-CHANNEL-COMMISSION-ACCESS", + "INDUSTRY9-NEXA-HOME", + "INDUSTRY9-SIEVE-HOME", + "INDUSTRY9-SERAFIS-HOME", + "INDUSTRY9-FREKIL-HOME", + "INDUSTRY9-CHESTNUT-ACCESS", + "INDUSTRY9-RALO-HOME", + "INDUSTRY9-CLAIM-HOME" + ], + "handling": "专业人审、贷款经纪及硬件/软件成本分开；客户资产、漏收、节省、示例收入和旧雇主业绩不作当前ARR。Frekil转型、Conviction附载Parachute旧发布和Nexa收购状态保留缺项。" + }, + { + "id": "INDUSTRY9-R-F4", + "type": "AI相关性及产品存续复核", + "company": "F4 Industries", + "scope": "companies", + "companyIds": [ + "YC30741" + ], + "summary": "官网及YC当前明确图纸分析不使用AI，核心为本地确定性检查；原目录标签来源保留作对照。", + "evidenceIds": [ + "INDUSTRY9-CAT-YC30741", + "INDUSTRY9-F4-HOME" + ], + "handling": "不认定当前AI主营已确认，不把自动化等同AI或据前Tesla项目推能力/规模。AI其他作用、专业审核服务、资质和付费仍待核。" + }, + { + "id": "INDUSTRY9-R-OPENNOTE", + "type": "AI相关性及产品存续复核", + "company": "Opennote", + "scope": "companies", + "companyIds": [ + "YC30743" + ], + "summary": "官网现公告被Reducto收购且应用已下线，2025学生工具和当前目录笔记描述仅作历史。", + "evidenceIds": [ + "INDUSTRY9-CAT-YC30743", + "INDUSTRY9-OPENNOTE-HOME", + "INDUSTRY9-OPENNOTE-ANNOUNCE" + ], + "handling": "交易条款、实际交割、历史收入及用户迁移未核；不把收购公告当营收，不继承买方业绩或继续当可购买现产品。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 2911597..5a3153b 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-industry-8", + "version": "2026-10-31-industry-9", "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35条深化并保留发现来源；本快照基础项573条主营人工复核。原C07规则初分184项已逐条读主营及相关发布：135保留、49迁移，原池规则项剩余0；不表示全部公司财务/技术已验证。末批补Decent同名新主体和佣金、Sintropix示例ARR排除、Edviro节省口径、个人财富、实体机器人/开发及未认证教育交付。本快照C05仍89项原规则初分，另分支成果待整合；其他基础条目、主体、付费、技术、财务及全部公开来源覆盖仍有缺项。", + "nextCheck": "原新增目录35条深化并保留发现来源；本快照基础项593条主营人工复核。原C07主营规则池184项已读：135保留、49迁移；另原C07目录标签池68项中的20项已读：15保留、5迁移，标签池余48项。F4核心分析明确非AI，保留目录对照且AI作用未确认；Opennote官网称收购后下线，Nexa仅目录Acquired。Channel3按开发者商务数据工具交付，sieve专家验证与Frekil现RWE/旧标注分开。客户AUM、漏收、节省和演示财务排除营收。C05原主营规则89项成果仍待另分支整合；其他基础资料及全部公开来源覆盖、财务/技术缺项继续保留。", "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 dfca949..97137ae 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-industry-8", + "sourceVersion": "2026-10-31-industry-9", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",