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Classify three SR006 businesses and preserve rebrand and revenue ambiguities

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Codex Bot
2026-11-01 02:55:28 +08:00
parent fe6b3b5951
commit 46bff91af9
5 changed files with 539 additions and 47 deletions
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apps/docs/scripts/auth-cli.ts
+2 -2
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@@ -182,9 +182,9 @@ async function main() {
assert.equal(researchResponse.status, 200, "authenticated research API");
assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
const research = await researchResponse.json();
assert.equal(research.companies.length, 1278);
assert.equal(research.companies.length, 1281);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 5209);
assert.equal(research.evidence.length, 5230);
assert.equal(research.observations.length, 491);
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 });
apps/docs/tests/research.test.ts
+34 -13
View File
@@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l
for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
assert.equal(consumeCode(config, "invalid"), "limited");
const initial = readResearchSnapshot();
assert.equal(initial.companies.length, 1278);
assert.equal(initial.evidence.length, 5209);
assert.equal(initial.companies.length, 1281);
assert.equal(initial.evidence.length, 5230);
assert.equal(initial.observations.length, 491);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 11);
assert.equal(businessReviews.length, 12);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
.sort((a, b) => a.id.localeCompare(b.id)),
"business model assessments and company/evidence links persist in the shared database");
@@ -169,9 +169,9 @@ 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, 266);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 154);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 57);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 269);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 155);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 59);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []);
@@ -190,11 +190,11 @@ test("reviews link explicit companies without turning global or excluded cases i
test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
const snapshot = seed as ResearchSnapshot;
const summary = categorySummary(snapshot);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1278);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1281);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 63);
assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1194);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1197);
assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
@@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
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, 269);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 272);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -644,11 +644,11 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent
assert.equal(new Set(rows.map((row) => row.url)).size, 321);
const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records);
assert.equal(newlyRegistered.length, 242);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 2);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 34);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 4);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 37);
assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1);
assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 61,
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 56,
"a known self-reported founding year does not by itself establish the current AI business");
assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232);
assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) =>
@@ -761,6 +761,27 @@ test("new founding-year reports retain beta, academic and self-reported enforcem
assert.ok(pricing.evidenceIds.includes("SR006F5-ZERODRIFT-TERMS"));
});
test("rebrands and ambiguous monthly receipts stay outside comparable ARR", () => {
const snapshot = seed as ResearchSnapshot;
const rows = snapshot.candidateBatches!.flatMap((batch) => batch.records);
for (const id of ["SR006R-C37", "SR006R-C54"]) {
const row = rows.find((item) => item.id === id)!;
assert.equal(row.status, "pending-year");
assert.equal(row.companyId, undefined, "brand dates must not overwrite existing legal-entity dates");
}
const idilio = rows.find((item) => item.id === "SR006R-C22")!;
assert.equal(idilio.status, "pending-ai");
assert.ok(idilio.evidenceIds!.includes("SR006F6-IDILIO-SR"));
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR006F6-")),
"pipeline, retained client revenue, illustrative tax values and undated monthly receipts are not comparable ARR");
for (const id of ["AI187", "AI188", "AI189"]) {
assert.equal(snapshot.companies.find((row) => row.id === id)!.revenueStatus, "unknown");
}
const tax = snapshot.reviews.find((row) => row.id === "MODEL1-TAX-PREP")!;
assert.deepEqual(reviewCompanyIds(snapshot, tax), ["AI188"]);
assert.ok(tax.evidenceIds.includes("SR006F6-GROVE-PRICE"));
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
const batch = snapshot.candidateBatches!.find((b) => b.id === "PH-2025-visible-1")!;
@@ -788,7 +809,7 @@ test("unreconciled directory financials remain source reviews instead of income
assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
assert.equal(reviewCompanyIds(snapshot, review).length, 0);
assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 133);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 135);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
content/research/ai-companies.seed.json
+496 -25
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr006-business-5",
"version": "2026-11-01-sr006-business-6",
"asOf": "2026-11-01",
"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": [
@@ -40811,6 +40811,126 @@
"SR006F5-ZERODRIFT-ANCHOR"
]
}
},
{
"id": "AI187",
"name": "Amdahl",
"url": "https://www.amdahl.ai",
"channel": "S14",
"cat": "C06",
"year": 2025,
"team": 5,
"location": "San Francisco, California, United States of America（投资方资料）",
"business": "基于企业买方对话/CRM的检索、GTM草稿评估及提示优化。",
"buyer": "B2B销售/增长团队及其Agent开发者",
"delivery": "API/MCP、beta/候补；用企业上下文检索/评估，未实测",
"price": "Search原$0.017起/run、Evals0.34起/run，MCP按API计，月用量/预算封顶、年锁费率",
"businessModel": "GTM检索/评估用量软件，索引/模型/迭代run/集成支持成本待核；4M pipeline非收入",
"entityBasis": "Amdahl Inc.官网页脚自述，独立注册及实际订单未核",
"stage": "API/MCP、beta/候补；用企业上下文检索/评估，未实测",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/条款/价格",
"notes": "管线、客户留存/节省/挽回、税表工资/退款及页面样例不是自身收入；报价不等实收，实际净费/留存未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C04",
"SR006F6-AMDAHL-HOME",
"SR006F6-AMDAHL-PRICE",
"SR006F6-AMDAHL-TERMS",
"SR006F6-AMDAHL-SR"
],
"revenueStatus": "unknown",
"classificationBasis": "按GTM/留存运营归C06，专业税务流程归C07，不按客户资金流或API形式认金融交易/通用基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核公开交付、计费和人审边界，未调用API/MCP、准备报税、取消订阅或独立验证基准；安全/效果为厂商说明。",
"evidenceIds": [
"SRPRO1-P-SR006R-C04",
"SR006F6-AMDAHL-HOME",
"SR006F6-AMDAHL-PRICE",
"SR006F6-AMDAHL-TERMS",
"SR006F6-AMDAHL-SR"
]
}
},
{
"id": "AI188",
"name": "Grove Tax",
"url": "https://www.grove.tax/",
"channel": "S14",
"cat": "C07",
"year": 2025,
"team": 2,
"location": "San Francisco, California, United States of America（投资方资料）",
"business": "税务专业人员的AI客户收件、底稿、准备及审核交付工作流。",
"buyer": "税务事务所/专业准备人员",
"delivery": "Grove准备，人类审核签字，再由现有税务软件申报；部分集成即将上线",
"price": "平台按return或月/年固定不限，AI Prep另按复杂度/份数，具体金额询价",
"businessModel": "平台软件＋按准备申报用量，预购/年付现金与履约收入分开，税季重复需求与人工审核成本待核",
"entityBasis": "Grove Tax, Inc.2025-12-09条款自述，独立注册原件未核",
"stage": "Grove准备，人类审核签字，再由现有税务软件申报；部分集成即将上线",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/条款/价格",
"notes": "管线、客户留存/节省/挽回、税表工资/退款及页面样例不是自身收入；报价不等实收，实际净费/留存未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C18",
"SR006F6-GROVE-HOME",
"SR006F6-GROVE-PRICE",
"SR006F6-GROVE-TERMS"
],
"revenueStatus": "unknown",
"classificationBasis": "按GTM/留存运营归C06，专业税务流程归C07，不按客户资金流或API形式认金融交易/通用基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核公开交付、计费和人审边界，未调用API/MCP、准备报税、取消订阅或独立验证基准；安全/效果为厂商说明。",
"evidenceIds": [
"SRPRO1-P-SR006R-C18",
"SR006F6-GROVE-HOME",
"SR006F6-GROVE-PRICE",
"SR006F6-GROVE-TERMS"
]
}
},
{
"id": "AI189",
"name": "Sirius（thesirius.ai）",
"url": "https://thesirius.ai/",
"channel": "S14",
"cat": "C06",
"year": 2025,
"team": 15,
"location": "San Francisco, California, United States of America（投资方资料）",
"business": "取消场景个性化挽留与AI客服留存策略，持续对照评估。",
"buyer": "消费者订阅公司的留存/客服团队",
"delivery": "Widget及REST/MCP接AI客服，预算/资格控制、取消可继续，演示入口",
"price": "未见公开金额/商业订单，不猜挽回金额分成费率",
"businessModel": "订阅留存软件及集成，实际按量/订阅/效果合同未知；留存提升和客户挽回额不等软件净费",
"entityBasis": "Sirius Technology Inc.网站条款、页脚Sirius, Inc.分列，精确登记未核",
"stage": "Widget及REST/MCP接AI客服，预算/资格控制、取消可继续，演示入口",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/条款/价格",
"notes": "管线、客户留存/节省/挽回、税表工资/退款及页面样例不是自身收入；报价不等实收，实际净费/留存未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C46",
"SR006F6-SIRIUS-HOME",
"SR006F6-SIRIUS-TERMS"
],
"revenueStatus": "unknown",
"classificationBasis": "按GTM/留存运营归C06，专业税务流程归C07，不按客户资金流或API形式认金融交易/通用基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核公开交付、计费和人审边界，未调用API/MCP、准备报税、取消订阅或独立验证基准；安全/效果为厂商说明。",
"evidenceIds": [
"SRPRO1-P-SR006R-C46",
"SR006F6-SIRIUS-HOME",
"SR006F6-SIRIUS-TERMS"
]
}
}
],
"observations": [
@@ -104465,7 +104585,7 @@
},
{
"id": "SRPRO1-P-SR006R-C04",
"companyId": null,
"companyId": "AI187",
"title": "Amdahl公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/amdahl",
"publishedAt": null,
@@ -104597,7 +104717,7 @@
},
{
"id": "SRPRO1-P-SR006R-C18",
"companyId": null,
"companyId": "AI188",
"title": "Grove Tax公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/grove-tax",
"publishedAt": null,
@@ -104850,7 +104970,7 @@
},
{
"id": "SRPRO1-P-SR006R-C46",
"companyId": null,
"companyId": "AI189",
"title": "Sirius公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/sirius",
"publishedAt": null,
@@ -105804,6 +105924,237 @@
"kind": "公司官网交付/价格及合同核对",
"summary": "官网列mini/旗舰基于Gemma、max基于Qwen，训练规则/LoRA或运行时读规则不同；150条人工标注FINRA任务、95.5%recall，明确self-reported、独立运行进行中。",
"limitation": "不是完整精确率/所有规则覆盖，34x/12x依比较设置；未取得公开权重/独立运行结果，不因第三方标注或自称独立进行中提升技术验证等级。"
},
{
"id": "SR006F6-AMDAHL-HOME",
"companyId": "AI187",
"title": "Amdahl买方上下文及GTM评估",
"url": "https://www.amdahl.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "CRM/对话上下文、引用检索、GTM草稿评估与提示优化，通过API/MCP接既有Agent；首页有beta/候补。",
"limitation": "示例deal数/信号与2.6x/400x/8of10基准为厂商说明，不作独立结果；未连接数据、安装skill/MCP或发送草稿。"
},
{
"id": "SR006F6-AMDAHL-PRICE",
"companyId": "AI187",
"title": "Amdahl检索/评估按run收费",
"url": "https://www.amdahl.ai/pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "Search起原$0.017/run、Evals起0.34/run，MCP调用按API计，月用量计费及预算封顶；年方案锁费率。",
"limitation": "starting价格不等实际合同；年度锁费率不等年预收或固定ARR，反复改写/查询的run数量及供应商费用需核。"
},
{
"id": "SR006F6-AMDAHL-TERMS",
"companyId": "AI187",
"title": "Amdahl营销AI条款及beta",
"url": "https://www.amdahl.ai/terms",
"publishedAt": "2025-02-14",
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "AI营销生成/分析/优化、平台集成及beta；官网页脚Amdahl Inc.，专业采购和具体费率待订单。",
"limitation": "2025-02-14更新不当注册证明；现Agent上下文/评估与旧营销描述为产品沿革，不搬旧业务财务。"
},
{
"id": "SR006F6-AMDAHL-SR",
"companyId": "AI187",
"title": "Amdahl管线不作已实现收入",
"url": "https://speedrun.a16z.com/companies/amdahl",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方档案业务及财务口径核对",
"summary": "独立档案自报2025、5人；原$4M明确为pipeline并列举潜在企业，不是ARR/净收入。",
"limitation": "无币种ISO、实际签约/履约/回款及指标日；不按公司logo或管线乘转化率估收入。"
},
{
"id": "SR006F6-GROVE-HOME",
"companyId": "AI188",
"title": "Grove税务工作流与人审/申报交付",
"url": "https://www.grove.tax/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "客户门户、AI问询/收件、底稿、AI Prep、签名/支付和交付，专业人员审核，最终在既有税务软件申报。",
"limitation": "税表工资/税额/退款为illustrative，不作Grove财务；UltraTax/CCH等首页coming soon与其他兼容表述分列，具体接入未测。"
},
{
"id": "SR006F6-GROVE-PRICE",
"companyId": "AI188",
"title": "Grove平台按申报与AI Prep另计",
"url": "https://www.grove.tax/pricing.html",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "平台按return无承诺或月/年不限客户/return固定方案；AI Prep按复杂度/实际准备份数另计，业务申报先报价，预购有10%优惠。",
"limitation": "页面明确不列统一金额；不限平台return不等免费无限Prep，预购现金与当期履约收入分开，税季量不能直接年化稳定ARR。"
},
{
"id": "SR006F6-GROVE-TERMS",
"companyId": "AI188",
"title": "Grove Tax主体及专业责任/额度",
"url": "https://www.grove.tax/terms.html",
"publishedAt": "2025-12-09",
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "Grove Tax, Inc.；平台是专业人员辅助，客户审核批准输出；美元费用按价格/订单，额度不转让无现金价值并可按购买文件到期。",
"limitation": "AI不代专业关系，实际订单/付费留存和注册原件未核；网页允许收费不证明收入或政府接受申报。"
},
{
"id": "SR006F6-SIRIUS-HOME",
"companyId": "AI189",
"title": "Sirius取消挽留与对照验证",
"url": "https://thesirius.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "订阅取消时的个性化挽留、持续holdout评估及AI客服REST/MCP连接，客户仍可继续取消；提供预算/资格护栏。",
"limitation": "客户挽回收入、churn和留存改进非Sirius净收入，部分案例不可独立核；未见公开实价/分成费率，不猜按回收金额抽成。"
},
{
"id": "SR006F6-SIRIUS-TERMS",
"companyId": "AI189",
"title": "Sirius网站和SaaS合同分离",
"url": "https://thesirius.ai/terms/",
"publishedAt": "2026-05-27",
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "网站条款主体Sirius Technology Inc.；云软件、API/SDK、dashboard及集成由客户/订单/产品协议另定。",
"limitation": "网站页脚Sirius, Inc.与条款全名分别保留，精确注册未核；不以网站条款代净费、真实订阅收入或数据处理约定。"
},
{
"id": "SR006F6-PLUVO-HOME",
"companyId": null,
"title": "Pluvo财务工作流及安全验证状态",
"url": "https://pluvo.io/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "财务Agent、来源/计算追踪、报表/对账/预测，含finance engineering支持；自述只读、不训练，SOC2 TypeII examination in progress。",
"limitation": "客户财务数据/报告不作平台收入；审查进行中不等已取得报告，当前产品AI明确但主体/成立自报需沿革核。"
},
{
"id": "SR006F6-PLUVO-PRICE",
"companyId": null,
"title": "Pluvo集成/治理分档与实施支持",
"url": "https://pluvo.io/pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "不限席位，按系统/控制/实体和部署报价，含用量/服务，容量扩展另批准；PoV抵首年，之后12月合同、年计费，无公开金额。",
"limitation": "页首unlimited usage与正文包含容量/pack并列，不认无限成本；PoV抵扣非免费/已付费证据，融资/客户效果不导收入，品牌沿革未核。"
},
{
"id": "SR006F6-PLUVO-MSA",
"companyId": null,
"title": "Pluvo公开MSA的Rain Technologies主体",
"url": "https://pluvo.io/master-service-agreement",
"publishedAt": "2026-07-27",
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "Rain Technologies Inc. dba Pluvo，加拿大公司；服务含implementation，费用按Order Form，公开MSA而非已签订单。",
"limitation": "网站机构自报2025与既有Rain/改名需核；商业地址不等注册地址，未取得合同公司编号及签署/付款，不用模板定有效注册年。"
},
{
"id": "SR006F6-PLUVO-REBRAND",
"companyId": null,
"title": "Pluvo公司公开Rain品牌整合说明",
"url": "https://www.linkedin.com/posts/pluvoapp_rain-technologies-is-now-pluvo-the-activity-7239273923740114944-pU5h",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开品牌沿革声明",
"summary": "公司公开帖说明Rain Technologies改名Pluvo、与旗舰产品整合，网页相对时间2y；链接pluvo.io。",
"limitation": "相对时间不擅自变精确发布日期，帖文不当注册原件；可证旧业务沿革线索，不把2025档案当无历史新法人，不读取评论者个人信息。"
},
{
"id": "SR006F6-PLUVO-OLD-REGISTER",
"companyId": null,
"title": "加拿大Rain旧登记及合并链",
"url": "https://ised-isde.canada.ca/cc/lgcy/fdrlCrpDtls.html?corpId=11860780",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "官方公司登记及后继链接核对",
"summary": "普通HTTP可读官方Rain Technologies Inc.1186078-0，2020-01-23，状态因2023-10-01并入Rain Technologies Inc.而inactive，并列后继1538556-3。",
"limitation": "旧法人inactive不代表Pluvo停业；旧登记与MSA同名，但合同未列编号，母子/合并和确切合同主体仍需核，不以个人地址配对。"
},
{
"id": "SR006F6-PLUVO-SUCCESSOR",
"companyId": null,
"title": "加拿大Rain合并后登记状态",
"url": "https://ised-isde.canada.ca/cc/lgcy/fdrlCrpDtls.html?corpId=15385563",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "官方合并后继公司概览",
"summary": "官方后继Rain Technologies Inc.1538556-3列2023-10-01及Active；同时提示annual filings overdue/可能行政解散通知。",
"limitation": "状态仍Active，不写已解散或停业；登记申报延迟不是收入/财务造假证据，同名与MSA的精确法律映射未由编号完全确认。"
},
{
"id": "SR006F6-TAXNOVA-HOME",
"companyId": null,
"title": "Taxnova研发税收资料与顾问审核",
"url": "https://taxnova.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "研发/CapEx证据和叙述由工程/财务元数据形成，顾问审查/最终申报；当前US/UK/CA/FR/ES，更多国家未来计划。",
"limitation": "客户500K税收抵免、credit增加/节省非Taxnova净收入；不训练/只读/不读源码及SOC2为厂商说法，实际合同/报告未取得。"
},
{
"id": "SR006F6-TAXNOVA-TERMS",
"companyId": null,
"title": "Taxnova网站主体及独立服务协议",
"url": "https://taxnova.ai/legal/terms",
"publishedAt": "2026-08-07",
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "Taxnova Ltd英国编号15991858，网站条款只管网站，AI服务另签协议，不保证具体税务结果；数据由第三方LLM处理依协议。",
"limitation": "不把网站条款代签约顾问责任/收费，编号可供登记交叉核，成立/改名前后与2025品牌字段分开。"
},
{
"id": "SR006F6-TAXNOVA-REGISTER",
"companyId": null,
"title": "Taxnova编号对应2024成立与2025改名",
"url": "https://find-and-update.company-information.service.gov.uk/company/15991858",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "官方公司成立和旧名登记",
"summary": "官方TAXNOVA LTD 15991858，Active，2024-10-01成立；旧名AWAITLY LTD至2025-03-12，与官网条款编号对应。",
"limitation": "独立注册存在不证明财务审计；2025改名不重设成立，投资方2025可能业务/品牌起点，新主体/旧业务沿革待核，暂不纳新成立主表。"
},
{
"id": "SR006F6-IDILIO-HOME",
"companyId": null,
"title": "Idilio当前内容/订阅与AI交付缺项",
"url": "https://idilio.tv/en",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "普通HTTP可读原生短剧平台，首页1.3M下载/3M月观看自述，真人专业制作；免费集、广告/任务赠币、金币包及月订阅。",
"limitation": "未核当前生成式AI生产/推荐的具体实现，官网算法不自动等AI主营；下载/观看/创作者履历非付费用户或收入，无公开实价。"
},
{
"id": "SR006F6-IDILIO-TERMS",
"companyId": null,
"title": "Idilio会员/第三方支付和主体缺项",
"url": "https://idilio.tv/en/terms",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网交付/价格及合同核对",
"summary": "普通HTTP可读Idilio.tv或affiliates的会员/广告计划及第三方渠道，按所选计划计费续期取消，具体计划需账号。",
"limitation": "精确法人/收费金额、广告/金币/订阅净额、商店佣金/退款及期间未核；未登录/下载/付费，不将条款当已实现收入。"
},
{
"id": "SR006F6-IDILIO-SR",
"companyId": null,
"title": "Idilio32K每月声明的财务缺项",
"url": "https://speedrun.a16z.com/companies/idilio",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方档案收入口径复核",
"summary": "档案自报2025九人、AI production；原文$0->$32K/mo since Jan及约1日ROAS breakeven。",
"limitation": "未注明ISO币种、财务日/Jan年份、是否MRR/广告/金币/订阅毛净额及退款；不把ROAS认全成本回收、32K×12当披露ARR，也不以标签自动确认当前AI主营。"
}
],
"reviews": [
@@ -116558,6 +116909,102 @@
"companyIds": [
"AI186"
]
},
{
"id": "SR006F6-R-DELIVERY",
"type": "检索/留存与专业税务交付",
"company": "Amdahl、Grove Tax、Sirius",
"scope": "companies",
"summary": "三项2025自报和当前AI任务对应；API检索/评估、按申报准备及客户取消挽留是不同交付与收费分母。",
"handling": "4M管线不是已实现收入；留存/挽回额和税表示例不是供应商净费。具体采购/付款未核，未知不补零；所有外部产品未运行。",
"evidenceIds": [
"SR006F6-AMDAHL-SR",
"SR006F6-AMDAHL-PRICE",
"SR006F6-GROVE-PRICE",
"SR006F6-SIRIUS-HOME"
],
"companyIds": [
"AI187",
"AI188",
"AI189"
]
},
{
"id": "SR006F6-R-TAX-REVIEW",
"type": "税务准备、人审和无限用量边界",
"company": "Grove Tax",
"scope": "companies",
"summary": "平台可按return或固定不限、AI Prep按复杂度/份数另计；Grove准备，人类审/签，最终在原税务软件申报。",
"handling": "不限平台不等无限免费Prep；税季、预购/年付和实际持续收入须分。AI输出不是专业关系或税务机关认可，未核任何真实纳税资料；页面illustrative金额不导入经营表。",
"evidenceIds": [
"SR006F6-GROVE-HOME",
"SR006F6-GROVE-PRICE",
"SR006F6-GROVE-TERMS"
],
"companyIds": [
"AI188"
]
},
{
"id": "SR006F6-R-ENTITY",
"type": "改名/合并与成立自报冲突",
"company": "Pluvo、Taxnova",
"scope": "excluded-candidate",
"summary": "Pluvo MSA仍为加拿大Rain Technologies，官方同名2020主体2023并入后继，公司有Rain到Pluvo整合声明；Taxnova官网编号明确对应2024成立、2025由Awaitly改名。",
"handling": "两项转年份/主体待核，不将新品牌/AI升级当新成立主表。Pluvo合同未列编号，确切法律映射仍需核；旧注册inactive不等停业，后继Active的申报逾期不等财务造假。",
"evidenceIds": [
"SR006F6-PLUVO-MSA",
"SR006F6-PLUVO-REBRAND",
"SR006F6-PLUVO-OLD-REGISTER",
"SR006F6-PLUVO-SUCCESSOR",
"SR006F6-TAXNOVA-TERMS",
"SR006F6-TAXNOVA-REGISTER"
]
},
{
"id": "SR006F6-R-IDILIO",
"type": "月收入声明、AI主营与内容收入分解缺项",
"company": "Idilio",
"scope": "excluded-candidate",
"summary": "公开档案32K/月与1日ROAS自述无ISO币种、具体指标日/Jan年份、经常性或广告/金币/会员毛净额。当前官网强调真人专业制作及算法，具体AI生产/推荐尚缺。",
"handling": "保留候选/原文证据，不新增公司或财务观测；不将月流水×12当披露ARR、ROAS当全成本利润或下载/观看当付费。内容/版权/制作、商店佣金、广告/返币和退款需分解。",
"evidenceIds": [
"SR006F6-IDILIO-SR",
"SR006F6-IDILIO-HOME",
"SR006F6-IDILIO-TERMS"
]
},
{
"id": "SR006F6-R-BOUNDARY",
"type": "六候选的主营/主体和财务范围复核",
"company": "SR006本批六个候选",
"scope": "dataset",
"summary": "补21条官网/价格/合同/官方成立及合并证据，三项关联、两项转年份待核、Idilio保留AI主营待核。",
"handling": "原491经营观测及YC覆盖不变。官方登记仅证明所列主体信息，未将模板MSA/公司帖或同名匹配冒充完整法律/财务核验。",
"evidenceIds": [
"SRPRO1-P-SR006R-C04",
"SRPRO1-P-SR006R-C18",
"SRPRO1-P-SR006R-C22",
"SRPRO1-P-SR006R-C37",
"SRPRO1-P-SR006R-C46",
"SRPRO1-P-SR006R-C54"
]
},
{
"id": "MODEL1-TAX-PREP",
"type": "商业模式初评",
"company": "事务所工作流平台＋按准备申报计费",
"scope": "companies",
"summary": "已核事实：Grove平台可按return或固定月/年费，AI Prep另按复杂度和实际份数，客户审/签并使用原税务软件申报；实价未知，设计客户付费倍数不代具体收入。",
"handling": "待验证判断：可先验证专业事务所重复任务，区分平台续费、季节性准备费、预购现金与履约。按复杂度记录模型/OCR/存储、集成/返工/人工审核和支持成本、退款后净实收、税季容量和下一季复购/留存；不以生成速度、省时或客户退款估毛利/ARR，不把专业最终责任默认转给平台。",
"evidenceIds": [
"SR006F6-GROVE-PRICE",
"SR006F6-GROVE-TERMS",
"SR006F6-GROVE-HOME"
],
"companyIds": [
"AI188"
]
}
],
"coverage": {
@@ -133700,7 +134147,7 @@
"sourceId": "S14",
"url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006",
"accessedAt": "2026-11-01",
"scope": "公开SR006有限名单59项；14关联、5旧年、0既有超年、0年份待核、40AI/主体待核。五项2026和一项2025补官网后关联；试点/beta、论文/厂商基准与全面独立验证分开，原位置/链接保留。",
"scope": "公开SR006有限名单59项；17关联、5旧年、0既有超年、2品牌/年份待核、35AI/主体待核。Pluvo/Rain及Taxnova/Awaitly沿革转年份待核，Idilio当前AI及收入分解缺项；原位置/链接保留，目录不等全部研究完成。",
"complete": false,
"records": [
{
@@ -133749,15 +134196,20 @@
"id": "SR006R-C04",
"name": "Amdahl",
"url": "https://speedrun.a16z.com/companies/amdahl",
"categoryId": "C00",
"categoryId": "C06",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C04"
"SRPRO1-P-SR006R-C04",
"SR006F6-AMDAHL-HOME",
"SR006F6-AMDAHL-PRICE",
"SR006F6-AMDAHL-TERMS",
"SR006F6-AMDAHL-SR"
],
"note": "已读独立档案，自报Founded 2025、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "自报2025成立与当前AI主营对应，官网/价格/条款已关联；独立登记、采购/付款和效果未核，管线/税表/客户挽回额不作自身财务。",
"companyId": "AI187"
},
{
"id": "SR006R-C05",
@@ -133950,15 +134402,19 @@
"id": "SR006R-C18",
"name": "Grove Tax",
"url": "https://speedrun.a16z.com/companies/grove-tax",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C18"
"SRPRO1-P-SR006R-C18",
"SR006F6-GROVE-HOME",
"SR006F6-GROVE-PRICE",
"SR006F6-GROVE-TERMS"
],
"note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "自报2025成立与当前AI主营对应，官网/价格/条款已关联；独立登记、采购/付款和效果未核，管线/税表/客户挽回额不作自身财务。",
"companyId": "AI188"
},
{
"id": "SR006R-C19",
@@ -134014,9 +134470,12 @@
"status": "pending-ai",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C22"
"SRPRO1-P-SR006R-C22",
"SR006F6-IDILIO-HOME",
"SR006F6-IDILIO-TERMS",
"SR006F6-IDILIO-SR"
],
"note": "已读独立档案，自报Founded 2025、9人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "自报2025九人及AI production，但当前官网为专业真人短剧/算法推荐、广告赠币/金币/月订阅，具体当前AI主营未核。32K/月声明缺币种、指标日和收入分解，ROAS非全成本利润，保留pending-ai及财务缺项。"
},
{
"id": "SR006R-C23",
@@ -134231,12 +134690,18 @@
"categoryId": "C00",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "pending-year",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C37"
"SRPRO1-P-SR006R-C37",
"SR006F6-PLUVO-HOME",
"SR006F6-PLUVO-PRICE",
"SR006F6-PLUVO-MSA",
"SR006F6-PLUVO-REBRAND",
"SR006F6-PLUVO-OLD-REGISTER",
"SR006F6-PLUVO-SUCCESSOR"
],
"note": "已读独立档案，自报Founded 2025、14人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "当前AI财务产品明确，但MSA为Rain Technologies Inc. dba Pluvo；公司旧品牌整合帖及官方同名2020/2023合并链与2025自报有范围差异。合同编号/确切后继映射及品牌/新业务起点待核，转pending-year。旧主体inactive为合并，后继Active含申报逾期提示，不认停业/财务造假。"
},
{
"id": "SR006R-C38",
@@ -134359,15 +134824,18 @@
"id": "SR006R-C46",
"name": "Sirius",
"url": "https://speedrun.a16z.com/companies/sirius",
"categoryId": "C00",
"categoryId": "C06",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C46"
"SRPRO1-P-SR006R-C46",
"SR006F6-SIRIUS-HOME",
"SR006F6-SIRIUS-TERMS"
],
"note": "已读独立档案，自报Founded 2025、15人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "自报2025成立与当前AI主营对应，官网/价格/条款已关联；独立登记、采购/付款和效果未核，管线/税表/客户挽回额不作自身财务。",
"companyId": "AI189"
},
{
"id": "SR006R-C47",
@@ -134474,12 +134942,15 @@
"categoryId": "C00",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "pending-year",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C54"
"SRPRO1-P-SR006R-C54",
"SR006F6-TAXNOVA-HOME",
"SR006F6-TAXNOVA-TERMS",
"SR006F6-TAXNOVA-REGISTER"
],
"note": "已读独立档案，自报Founded 2025、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "当前AI税务任务明确，但条款编号15991858对应2024-10-01成立、旧名AWAITLY至2025-03-12；投资方2025可能改名/业务起点。转pending-year，注册原件已核旧主体，不以2025改名重设成立；是否新主体/品牌另核。"
},
{
"id": "SR006R-C55",
content/research/ai-companies.sources.json
+6 -6
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr006-business-5",
"version": "2026-11-01-sr006-business-6",
"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。",
@@ -3040,8 +3040,8 @@
"speedrun.a16z.com"
],
"initialAccess": "见具体证据访问记录",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：25已补官网关联、61当前AI/主体待核、2品牌/年份待核。本系列311独立档案已读，10复用位置未本轮重读。七批105关联、1既有超年、145旧年、3品牌/年份、67当前AI/交付待核。新增五项2026及Modaic2025；Emanate/Kaaro行业运营、Oasis beta、Prior政府评价及ZeroDrift执行层按任务分类。论文/自报基准、早期合作和赠额不当独立产品效果/收入。Presia/Dial/Human²/Alven沿革和Coverd/Figment缺项保留。有限目录不等所有登记/技术/财务审计，未公开/移除/未来公司不含；YC与财务观测保留。",
"nextCheck": "继续61个新批次及SR007六个主营待核、10复用变化，核Presia/Dial/Human²/Alven沿革。已关联25家补注册、净费/付款/留存及币种/财务日/完整成本。重点新增六家真实部署与订单；ZeroDrift加费基数/旧促销/独立基准、Modaic单位价格/法人、Prior论文权属与产品任务实测、Oasis同步权限及Kaaro试点范围，避免把网站演示、客户效果和论文分数导为ARR。",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：28已补官网关联、56当前AI/主体待核、4品牌/年份待核。本系列311独立档案已读，10复用位置未本轮重读。七批108关联、1既有超年、145旧年、5品牌/年份、62当前AI/交付待核。新关联Amdahl/Grove/Sirius；Taxnova官方2024成立2025改名、Pluvo/Rain同名官方合并链及公司改名声明保留，转年份待核。Idilio32K/月缺币种/日期/收入分解及具体AI实现，不导收入样本。Presia/Dial/Human²/Alven及Coverd/Figment缺项保留，目录不等独立财务/技术审计；YC及财务观测不变。",
"nextCheck": "继续56个新批次及SR007六个主营待核、10复用变化；核Pluvo合同编号/合并链、Taxnova新品牌/旧业务及Presia/Dial/Human²/Alven沿革。关联28家补实价/净费、财务币种/日、真实合同/付款/留存和完整成本。IdilioAI实现及广告/金币/订阅净额/截止日，Amdahl实际API run成本/成交、Sirius真实收费、Grove税季复购与人审成本未核，不把管线、客户挽回额/税表、旧品牌或月流水年化混ARR。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
@@ -3189,8 +3189,8 @@
},
"outsideTargetYears": 138,
"targetYearSelfReports": 88,
"newLinkedCompanies": 25,
"pendingCurrentAIOrIdentity": 61,
"newLinkedCompanies": 28,
"pendingCurrentAIOrIdentity": 56,
"records": [
{
"candidateId": "SR001R-C01",
@@ -4775,7 +4775,7 @@
"htmlSha256": "bd76c759bbea475b39e88f7f30213a7b1748c721a12bc2081912ddfc322c9919"
}
],
"pendingFoundingIdentity": 2
"pendingFoundingIdentity": 4
}
},
{
content/research/ai-income-analysis.json
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr006-business-5",
"sourceVersion": "2026-11-01-sr006-business-6",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",