diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index da1b9fe..c73ed7f 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index b5592ce..2f487a5 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 336b498..a9b6334 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 6e2c152..8936b5d 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -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 } }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 787da8d..829f3da 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",