From 4eb08c0857a34309cded6ab68e6a3ca06d77edef Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 22:35:50 +0800 Subject: [PATCH] Research 2025 Speedrun companies and separate pilot and client revenue --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 31 +- content/research/ai-companies.seed.json | 903 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 931 insertions(+), 17 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index a742945..3369639 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ 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, 1039); + assert.equal(research.companies.length, 1047); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1531); - assert.equal(research.observations.length, 207); + assert.equal(research.evidence.length, 1548); + assert.equal(research.observations.length, 219); 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 7bd0d49..c47e95a 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,9 +23,9 @@ 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, 1039); - assert.equal(initial.evidence.length, 1531); - assert.equal(initial.observations.length, 207); + assert.equal(initial.companies.length, 1047); + assert.equal(initial.evidence.length, 1548); + assert.equal(initial.observations.length, 219); 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"); @@ -64,8 +64,8 @@ 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, 87); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 95); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 11); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 41); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -85,11 +85,11 @@ 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), 1039); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 33); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1047); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 37); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 988); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 992); 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")); @@ -97,7 +97,7 @@ test("disclosure counts exclude client income, biographies, targets and duplicat test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 39); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 47); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 8); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -137,6 +137,19 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", ( assert.equal(snapshot.companies.find((c) => c.id === "AI070")?.revenueStatus, "unknown"); assert.equal(snapshot.observations.filter((o) => o.company === "AI070").length, 0, "unreadable announcement summaries do not become numeric ARR"); + const waitlist = snapshot.observations.find((o) => o.id === "SR25-O-OMI-WAITLIST")!; + assert.equal(waitlist.selection, "excluded", "waitlist conversions are not paid recurring revenue"); + assert.equal(snapshot.companies.find((c) => c.id === waitlist.company)?.revenueStatus, "unknown"); + const cedar = snapshot.observations.filter((o) => o.company === "AI102"); + assert.ok(cedar.every((o) => o.selection !== "signal" && o.comparisonGroup === null), + "closed and contracted amounts without recognition or period do not establish ARR"); + assert.equal(snapshot.observations.find((o) => o.id === "SR25-O-LOOPS-CUSTOMER-SALES")?.selection, "excluded"); + const portfolio = snapshot.observations.filter((o) => o.company === "AI100"); + assert.deepEqual(portfolio.filter((o) => o.selection === "signal").map((o) => o.id), ["SR25-O-DRS-PORTFOLIO"], + "a product milestone must not be added to its company portfolio as another company"); + assert.ok(snapshot.observations.filter((o) => o.id.startsWith("SR25-O-")).every((o) => + o.unit !== "USD" && !o.metric && !o.observedAt && o.comparisonGroup === null), + "access dates and dollar symbols must not invent dated USD income samples"); }); // Retractions and forecasts must stay visible for review without becoming revenue signals. diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index eaf6cb9..7a6b25c 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-tc-biotech-1", + "version": "2026-10-30-speedrun-2025-models-1", "asOf": "2026-10-30", "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": [ @@ -29655,6 +29655,279 @@ "SR26-PREMAN-SDK" ] } + }, + { + "id": "AI096", + "name": "Hotbox", + "url": "https://www.hotbox.app/", + "cat": "C06", + "year": 2025, + "team": 3, + "location": "美国旧金山", + "business": "识别Instagram评论与故事中的购买意图，通过私信问答、结账与CRM支持品牌限量发售。", + "buyer": "消费品牌、票务及社交电商增长团队", + "delivery": "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。", + "notes": "同页标题$450K ARR与正文pre-launch $350K ARR并存，时序未知，均仅交叉核对；$4M管线、客户成交和创始人旧公司业绩排除。", + "cohort": "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "本轮未取得明确套餐或已签收费；网页商品演示价格不是Hotbox收费", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "self", + "evidenceIds": [ + "SR25-HOTBOX", + "SR25-HOTBOX-HOME" + ], + "businessModel": "社交电商转化软件；订阅、实施或结果收费分摊待核", + "entityBasis": "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-HOTBOX-HOME" + ] + } + }, + { + "id": "AI097", + "name": "OneGC", + "url": "https://onegc.com/", + "cat": "C07", + "year": 2025, + "team": 3, + "location": "美国旧金山", + "business": "AI整理合同、公司治理与雇佣事项，结合律师审阅和办理，为初创企业提供持续法务服务。", + "buyer": "初创企业创始人及法务团队", + "delivery": "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。", + "notes": "机构页$1.18M以上ARR旁列420K试点，覆盖关系未清；不相加或相减推付费ARR。机构年订阅额度描述与当前官网固定月费并列，律所与平台收入拆分待核。", + "cohort": "2025年成立，据Speedrun Founded字段；SR007批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "官网Starter $999/月，Growth $1,999/月起，企业定制；标价并非实际合同或收入", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "self", + "evidenceIds": [ + "SR25-ONEGC", + "SR25-ONEGC-HOME" + ], + "businessModel": "技术平台加律师专业服务；覆盖事项固定月费，特殊事项另报固定费用", + "entityBasis": "官网自述OneGC Law为提供法律服务的加州专业公司，OneGC, Inc.为独立技术平台公司；登记及各主体收入合并范围尚未独立核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-ONEGC-HOME" + ] + } + }, + { + "id": "AI098", + "name": "Omi Health", + "url": "https://omihealth.com/", + "cat": "C07", + "year": 2025, + "team": 2, + "location": "美国纽约", + "business": "宠物年度血液/唾液检测、兽医支持与AI健康计划及数据管理。", + "buyer": "宠物家庭", + "delivery": "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。", + "notes": "机构把2000人等待名单折算约$1M estimated ARR，并非已收费收入；当前官网4000多宠物家庭不证明付费人数。Ritual旧ARR排除。", + "cohort": "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "官网$500/年，含年度检测和支持；不按等待名单乘标价当实际收入", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "unknown", + "evidenceIds": [ + "SR25-OMI-HEALTH", + "SR25-OMI-HEALTH-HOME" + ], + "businessModel": "年度会员包含实体检测、兽医服务和软件；服务成本及软件收入比例待核", + "entityBasis": "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-OMI-HEALTH-HOME" + ] + } + }, + { + "id": "AI099", + "name": "First Voyage（Momo）", + "url": "https://momoselfcare.com/", + "cat": "C09", + "year": 2025, + "team": 2, + "location": "美国旧金山", + "business": "以AI虚拟宠物和任务奖励支持睡眠记录、每日反思与习惯养成。", + "buyer": "个人消费者", + "delivery": "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。", + "notes": "机构的任务完成量与次日留存不等付费或收入；$1.5M ARR属于创始人此前Coachify，不归First Voyage。", + "cohort": "2025年成立，据Speedrun Founded字段；SR005批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "本轮未核明确套餐或已签收费", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "unknown", + "evidenceIds": [ + "SR25-FIRST-VOYAGE", + "SR25-FIRST-VOYAGE-HOME" + ], + "businessModel": "消费者自我照护应用；订阅、内购与具体收费本轮未核", + "entityBasis": "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-FIRST-VOYAGE-HOME" + ] + } + }, + { + "id": "AI100", + "name": "DRS", + "url": "https://teamdrs.ai/", + "cat": "C08", + "year": 2025, + "team": 10, + "location": "美国旧金山", + "business": "消费级AI照片与视频创作应用工作室，跨产品复用增长、订阅和运营基础设施。", + "buyer": "照片与视频创作消费者", + "delivery": "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。", + "notes": "机构自述三款应用合计$1.3M ARR，第二款$400K是产品里程碑，不能再次相加；创始人旧公司ARR、收购金额与人数排除。", + "cohort": "2025年成立，据Speedrun Founded字段；SR007批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "官网列Glow与Make的应用入口；本轮未读取各商店当前套餐及已付费合同", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "self", + "evidenceIds": [ + "SR25-DRS", + "SR25-DRS-HOME" + ], + "businessModel": "多应用组合经营；官网列订阅/定价基础设施，内购净收入及平台抽成分摊待核", + "entityBasis": "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-DRS-HOME" + ] + } + }, + { + "id": "AI101", + "name": "Hammock", + "url": "https://www.usehammock.co/", + "cat": "C07", + "year": 2025, + "team": 5, + "location": "美国纽约", + "business": "雇主HSA/FSA及HRA福利管理，用AI发现合资格支出，结合卡片、薪资对接和人员支持。", + "buyer": "雇主、HR及福利经纪团队", + "delivery": "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。", + "notes": "机构旧描述侧重公司健康保险，当前官网侧重HSA/FSA与福利账户管理；$50M ARR属Berry Street、$1B属WeightWatchers履历，均不归Hammock。", + "cohort": "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "官网按员工/月及所选模块报价，未公开具体金额", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "unknown", + "evidenceIds": [ + "SR25-HAMMOCK", + "SR25-HAMMOCK-HOME" + ], + "businessModel": "福利管理软件及配套服务，按员工每月计费并按模块报价；资金账户余额不是软件收入", + "entityBasis": "官网页脚Voyager HLTH Inc.；品牌与该主体关联仅据官网，精确注册、其他金融/服务提供方及收费主体待核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-HAMMOCK-HOME" + ] + } + }, + { + "id": "AI102", + "name": "Cedar（招聘网络）", + "url": "https://agentcedar.com/", + "cat": "C05", + "year": 2025, + "team": 4, + "location": "美国旧金山", + "business": "利用员工关系访谈与AI代理构建推荐招聘网络，帮助企业发现候选人。", + "buyer": "企业招聘及人才团队", + "delivery": "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。", + "notes": "机构标题$2.5M contracted revenue与正文closed $3M并存，无期间、确认或经常性定义；均不作实际ARR。Hootsuite旧ARR及客户招聘成本排除。", + "cohort": "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "本轮未取得公开套餐或已签收费细则", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "unknown", + "evidenceIds": [ + "SR25-CEDAR", + "SR25-CEDAR-HOME" + ], + "businessModel": "招聘网络与推荐代理；订阅、服务或成功推荐收费未核", + "entityBasis": "机构getcedar.ai链接导向agentcedar.com，页脚Cedar AI Agents, Inc.；法律登记及收入签约主体尚未独立核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-CEDAR", + "SR25-CEDAR-HOME" + ] + } + }, + { + "id": "AI103", + "name": "Loops AI（loopsai.com）", + "url": "https://loopsai.com/", + "cat": "C06", + "year": 2025, + "team": 21, + "location": "美国旧金山", + "business": "电商商品数据补全、意图搜索、购物助手及客户支持代理，结合部署和持续优化服务。", + "buyer": "零售及电商运营团队", + "delivery": "公开机构介绍可读；官网仅返回标识，正文留缺，未独立运行或核验客户合同。", + "notes": "CEO履历中的当前Loops $500K以上ARR仅自述；客户部署$10M以上销售不等Loops收入，70多客户和试点也不等全部付费。", + "cohort": "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开", + "teamBasis": "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加", + "price": "本轮未核具体套餐或合同，官网正文读取不足", + "stage": "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证", + "sourceType": "a16z Speedrun投资机构介绍及公司官网", + "revenueStatus": "self", + "evidenceIds": [ + "SR25-LOOPS-AI", + "SR25-LOOPS-AI-HOME" + ], + "businessModel": "电商软件与人工部署、持续优化服务；软件、用量及服务收费分摊待核", + "entityBasis": "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。", + "classificationBasis": "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "仅机构页技术自述可读，官网正文读取不足；未独立运行产品、模型或复现性能测试。", + "evidenceIds": [ + "SR25-LOOPS-AI" + ] + } } ], "observations": [ @@ -32992,6 +33265,186 @@ "reason": "原文sourced金额，未披露经纪费或净收入，不当经常性ARR", "bound": ">", "comparisonGroup": null + }, + { + "id": "SR25-O-HOTBOX-HEAD", + "company": "AI096", + "name": "Hotbox", + "kind": "标题自述ARR", + "value": 450000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-HOTBOX", + "scope": "公司整体", + "selection": "crosscheck", + "reason": "与同页发布前350K口径/时点未核，不能取最大值作当前实际收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-HOTBOX-PRELAUNCH", + "company": "AI096", + "name": "Hotbox", + "kind": "发布前自述ARR", + "value": 350000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-HOTBOX", + "scope": "公司整体", + "selection": "crosscheck", + "reason": "发布前承诺、签约和已开始付费未拆，不能确定较新一值", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-HOTBOX-PIPELINE", + "company": "AI096", + "name": "Hotbox", + "kind": "销售管线", + "value": 4000000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-HOTBOX", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "潜在成交不是已实现公司收入或ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-ONEGC-ARR", + "company": "AI097", + "name": "OneGC", + "kind": "含试点关系待核的ARR声明", + "value": 1180000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-ONEGC", + "scope": "公司整体", + "selection": "crosscheck", + "reason": "旁列420K in pilot，包含/另计及已付费关系不明，不认定纯已实现ARR", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR25-O-ONEGC-PILOT", + "company": "AI097", + "name": "OneGC", + "kind": "试点金额声明", + "value": 420000, + "unit": "原文420K，括号沿用$语境，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-ONEGC", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "试点与1.18M声明覆盖关系未知，不单独相加/相减，也不视为已付费ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-OMI-WAITLIST", + "company": "AI098", + "name": "Omi Health", + "kind": "等待名单假设折算年收入", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-OMI-HEALTH", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "2000等待名单的预计转化，不是实际ARR或基于已付费收入的估算", + "bound": "约", + "comparisonGroup": null + }, + { + "id": "SR25-O-DRS-PORTFOLIO", + "company": "AI100", + "name": "DRS", + "kind": "应用组合自述ARR", + "value": 1300000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-DRS", + "scope": "公司整体", + "selection": "signal", + "reason": "当前公司三应用合计自述，收入是否扣平台费、币种与时点未核", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-DRS-SECOND-APP", + "company": "AI100", + "name": "DRS", + "kind": "第二款应用ARR里程碑", + "value": 400000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-DRS", + "scope": "单应用子集", + "selection": "crosscheck", + "reason": "单产品子集与公司组合口径不同，不能叠加130万或作为独立公司", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-CEDAR-CONTRACTED", + "company": "AI102", + "name": "Cedar（招聘网络）", + "kind": "签约收入声明", + "value": 2500000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-CEDAR", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "contracted未给合同期限、履行和回款，不能当实际收入或ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-CEDAR-CLOSED", + "company": "AI102", + "name": "Cedar（招聘网络）", + "kind": "成交金额声明", + "value": 3000000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-CEDAR", + "scope": "口径待核的成交声明", + "selection": "crosscheck", + "reason": "closed revenue与标题签约额的时点和范围未拆，不证明已确认收入或经常性", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR25-O-LOOPS-ARR", + "company": "AI103", + "name": "Loops AI（loopsai.com）", + "kind": "CEO自述当前公司ARR", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-LOOPS-AI", + "scope": "公司整体", + "selection": "signal", + "reason": "履历明确指当前Loops，仍为自述；币种、具体截至日及软件/部署费拆分未核", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR25-O-LOOPS-CUSTOMER-SALES", + "company": "AI103", + "name": "Loops AI（loopsai.com）", + "kind": "客户部署带来销售", + "value": 10000000, + "unit": "原文$，币种待核", + "timing": "页面未给日历财务截至日；2026-10-30读取，非业务时点", + "evidence": "SR25-LOOPS-AI", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "客户交易额不等Loops收费、净收入或经常性ARR", + "bound": ">", + "comparisonGroup": null } ], "evidence": [ @@ -49835,6 +50288,193 @@ "kind": "监管原始申报", "summary": "发行人Surgicure Technologies, Inc.申报Delaware、2019年组织成立，CIK2038291。", "limitation": "发行人自报、未经SEC独立审核；不是募资等于经营收入，不能与英国同名医疗公司合并。" + }, + { + "id": "SR25-HOTBOX", + "companyId": "AI096", + "title": "Hotbox机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/hotbox", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 3，SR006；标题$450K ARR，正文称发布前两周销售$350K ARR及$4M管线。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-HOTBOX-HOME", + "companyId": "AI096", + "title": "Hotbox官网交付与收费", + "url": "https://www.hotbox.app/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网展示社交互动到私信结账、CRM同步与人工接管；客户转化案例和商品结账演示单列。", + "limitation": "演示订单及客户转化不是公司收入；未核性能、客户独立数据或签约收费。" + }, + { + "id": "SR25-ONEGC", + "companyId": "AI097", + "title": "OneGC机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/onegc", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 3，SR007；自述不到三个月超过$1.18M ARR（420K in pilot），50多客户，年订阅法律用量额度。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-ONEGC-HOME", + "companyId": "AI097", + "title": "OneGC官网交付与收费", + "url": "https://onegc.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网提供合同、雇佣和治理的AI平台与律师服务，覆盖事项按月固定收费，特殊事项另报价；FAQ区分OneGC Law和OneGC, Inc.。", + "limitation": "官网套餐不是实际合同；安全、执照及效果宣传未独立验证，律所服务与软件收入不能自动合并成纯SaaS。" + }, + { + "id": "SR25-OMI-HEALTH", + "companyId": "AI098", + "title": "Omi Health机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/omi-health", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 2，SR006；2000宠物家庭进入等待名单，被折算约$1M estimated ARR；非当前付费合同证据。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-OMI-HEALTH-HOME", + "companyId": "AI098", + "title": "Omi Health官网交付与收费", + "url": "https://omihealth.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "joinomi.com链接导向omihealth.com；年费会员包含血液和唾液检测、兽医支持、AI个性化健康计划与数据跟踪。", + "limitation": "临床与寿命宣传未独立核；标价、邀请名单及等待人数不是收入，也不当纯软件订阅。" + }, + { + "id": "SR25-FIRST-VOYAGE", + "companyId": "AI099", + "title": "First Voyage（Momo）机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/first-voyage", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 2，SR005；公司自述Momo结合AI宠物和游戏机制，任务完成量及D1留存为使用指标，未列自身收入。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-FIRST-VOYAGE-HOME", + "companyId": "AI099", + "title": "First Voyage（Momo）官网交付与收费", + "url": "https://momoselfcare.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网展示日常反思、睡眠/习惯任务及金币装扮虚拟宠物。", + "limitation": "任务和虚拟金币不等现金收入；未独立测试AI能力、心理健康效果或留存，未核收费。" + }, + { + "id": "SR25-DRS", + "companyId": "AI100", + "title": "DRS机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/drs", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 10，SR007；三款应用合计$1.3M ARR，第二款上线30天达$400K ARR，第一款同里程碑耗时220天。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-DRS-HOME", + "companyId": "AI100", + "title": "DRS官网交付与收费", + "url": "https://teamdrs.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网列Glow照片/视频、Make视频及Glow Web入口，自述共用订阅、归因、数据与运营实验系统。", + "limitation": "未读取应用商店条款或核账户独立性、应用净收入和实际性能；多个入口不自动当多个独立公司。" + }, + { + "id": "SR25-HAMMOCK", + "companyId": "AI101", + "title": "Hammock机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/hammock", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 5，SR006；公司健康保险与AI辅助办理介绍；创始人旧公司的ARR和融资与Hammock分开。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-HAMMOCK-HOME", + "companyId": "AI101", + "title": "Hammock官网交付与收费", + "url": "https://www.usehammock.co/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "当前官网为HSA/FSA、wellness及HRA福利管理，AI发现可报支出；FAQ列员工/月模块报价，页脚Voyager HLTH Inc.。", + "limitation": "账户支出、税务节省和客户预算不是公司收入；临床、税务及合规宣传未独立核，不按旧介绍覆盖当前业务。" + }, + { + "id": "SR25-CEDAR", + "companyId": "AI102", + "title": "Cedar（招聘网络）机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/cedar", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 4，SR006；标题$2.5M contracted rev，正文closed $3M；通过关系访谈和代理扩展推荐招聘。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-CEDAR-HOME", + "companyId": "AI102", + "title": "Cedar（招聘网络）官网交付与收费", + "url": "https://agentcedar.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "getcedar.ai导向agentcedar.com；当前首页仅简述招聘合作与介绍网络，页脚Cedar AI Agents, Inc.。", + "limitation": "官网细节有限，机构的代理机制仅自述；未核真实付费、合同确认或ARR，与其他同名Cedar公司分开。" + }, + { + "id": "SR25-LOOPS-AI", + "companyId": "AI103", + "title": "Loops AI（loopsai.com）机构成立、团队及业务介绍", + "url": "https://speedrun.a16z.com/companies/loops-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构名录及公司自述", + "summary": "Founded 2025，Employees 21，SR006；软件结合人工部署与优化；客户销售$10M以上，70多客户和试点；CEO自述当前Loops $500K以上ARR。", + "limitation": "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。" + }, + { + "id": "SR25-LOOPS-AI-HOME", + "companyId": "AI103", + "title": "Loops AI（loopsai.com）官网访问缺项", + "url": "https://loopsai.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网访问缺项", + "summary": "当前仅返回Loops标识和电商操作系统标题，未取得功能、定价或条款正文。", + "limitation": "不能声称官网正文已读；当前功能取机构页公司自述，客户GMV、旧Peak Games退出与公司ARR分开。" + }, + { + "id": "SR25-DIRECTORY-ACCESS", + "companyId": null, + "title": "Speedrun动态目录读取缺项", + "url": "https://speedrun.a16z.com/companies", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "机构名录访问缺项", + "summary": "静态读取仅返回搜索/筛选外壳；浏览器导航和后续读取连续超时，未取得公司卡片全集。", + "limitation": "不将定向详情页样本当完整SR005/006/007批次或2025—2026年公司目录；登录完整投资者资料仍未读取。" } ], "reviews": [ @@ -51989,6 +52629,137 @@ "TC25-BIO-SURGICURE-SEC" ], "handling": "生物技术不直接等AI；治疗、医疗硬件、试剂及商业培训软件按交付分开。论文、临床计划、审批目标、专利、融资、赞助及客户ROI不作已实现ARR或独立验证。Nephrogen批次冲突、Avara空白条款与同名登记、REME-D机构访问缺项保留。" + }, + { + "id": "SR25-R-HOTBOX", + "type": "成立、交付与收入归属核查", + "company": "Hotbox", + "scope": "companies", + "companyIds": [ + "AI096" + ], + "summary": "同页标题$450K ARR与正文pre-launch $350K ARR并存，时序未知，均仅交叉核对；$4M管线、客户成交和创始人旧公司业绩排除。", + "evidenceIds": [ + "SR25-HOTBOX", + "SR25-HOTBOX-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-ONEGC", + "type": "成立、交付与收入归属核查", + "company": "OneGC", + "scope": "companies", + "companyIds": [ + "AI097" + ], + "summary": "机构页$1.18M以上ARR旁列420K试点，覆盖关系未清；不相加或相减推付费ARR。机构年订阅额度描述与当前官网固定月费并列，律所与平台收入拆分待核。", + "evidenceIds": [ + "SR25-ONEGC", + "SR25-ONEGC-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-OMI-HEALTH", + "type": "成立、交付与收入归属核查", + "company": "Omi Health", + "scope": "companies", + "companyIds": [ + "AI098" + ], + "summary": "机构把2000人等待名单折算约$1M estimated ARR，并非已收费收入；当前官网4000多宠物家庭不证明付费人数。Ritual旧ARR排除。", + "evidenceIds": [ + "SR25-OMI-HEALTH", + "SR25-OMI-HEALTH-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-FIRST-VOYAGE", + "type": "成立、交付与收入归属核查", + "company": "First Voyage（Momo）", + "scope": "companies", + "companyIds": [ + "AI099" + ], + "summary": "机构的任务完成量与次日留存不等付费或收入；$1.5M ARR属于创始人此前Coachify，不归First Voyage。", + "evidenceIds": [ + "SR25-FIRST-VOYAGE", + "SR25-FIRST-VOYAGE-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-DRS", + "type": "成立、交付与收入归属核查", + "company": "DRS", + "scope": "companies", + "companyIds": [ + "AI100" + ], + "summary": "机构自述三款应用合计$1.3M ARR，第二款$400K是产品里程碑，不能再次相加；创始人旧公司ARR、收购金额与人数排除。", + "evidenceIds": [ + "SR25-DRS", + "SR25-DRS-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-HAMMOCK", + "type": "成立、交付与收入归属核查", + "company": "Hammock", + "scope": "companies", + "companyIds": [ + "AI101" + ], + "summary": "机构旧描述侧重公司健康保险，当前官网侧重HSA/FSA与福利账户管理；$50M ARR属Berry Street、$1B属WeightWatchers履历，均不归Hammock。", + "evidenceIds": [ + "SR25-HAMMOCK", + "SR25-HAMMOCK-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-CEDAR", + "type": "成立、交付与收入归属核查", + "company": "Cedar（招聘网络）", + "scope": "companies", + "companyIds": [ + "AI102" + ], + "summary": "机构标题$2.5M contracted revenue与正文closed $3M并存，无期间、确认或经常性定义；均不作实际ARR。Hootsuite旧ARR及客户招聘成本排除。", + "evidenceIds": [ + "SR25-CEDAR", + "SR25-CEDAR-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-LOOPS-AI", + "type": "成立、交付与收入归属核查", + "company": "Loops AI（loopsai.com）", + "scope": "companies", + "companyIds": [ + "AI103" + ], + "summary": "CEO履历中的当前Loops $500K以上ARR仅自述；客户部署$10M以上销售不等Loops收入，70多客户和试点也不等全部付费。", + "evidenceIds": [ + "SR25-LOOPS-AI", + "SR25-LOOPS-AI-HOME" + ], + "handling": "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。" + }, + { + "id": "SR25-R-BOUNDARY", + "type": "机构选样与目录覆盖边界", + "company": "Speedrun 2025定向公司", + "scope": "dataset", + "summary": "新增8项机构Founded 2025公司；详情页可读不证明动态目录全部覆盖。", + "evidenceIds": [ + "SR25-DIRECTORY-ACCESS" + ], + "handling": "保留目录外壳及浏览器超时缺项，8项来自公开详情页定向核查；收入声明不作独立验证，未补币种和日历时点前均不进入同期分布。" } ], "coverage": { @@ -54195,6 +54966,136 @@ ] } ] + }, + { + "id": "SR-2025-targeted-models-1", + "sourceId": "S14", + "url": "https://speedrun.a16z.com/companies", + "accessedAt": "2026-10-30", + "scope": "定向8项Founded 2025详情页，分别SR005一项、SR006五项、SR007两项；非完整批次或两年全量，目录读取不足单列证据。", + "complete": false, + "records": [ + { + "id": "SR25B-01", + "name": "Hotbox", + "url": "https://speedrun.a16z.com/companies/hotbox", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI096", + "evidenceIds": [ + "SR25-HOTBOX", + "SR25-HOTBOX-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + }, + { + "id": "SR25B-02", + "name": "OneGC", + "url": "https://speedrun.a16z.com/companies/onegc", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI097", + "evidenceIds": [ + "SR25-ONEGC", + "SR25-ONEGC-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + }, + { + "id": "SR25B-03", + "name": "Omi Health", + "url": "https://speedrun.a16z.com/companies/omi-health", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI098", + "evidenceIds": [ + "SR25-OMI-HEALTH", + "SR25-OMI-HEALTH-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + }, + { + "id": "SR25B-04", + "name": "First Voyage（Momo）", + "url": "https://speedrun.a16z.com/companies/first-voyage", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI099", + "evidenceIds": [ + "SR25-FIRST-VOYAGE", + "SR25-FIRST-VOYAGE-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + }, + { + "id": "SR25B-05", + "name": "DRS", + "url": "https://speedrun.a16z.com/companies/drs", + "categoryId": "C08", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI100", + "evidenceIds": [ + "SR25-DRS", + "SR25-DRS-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + }, + { + "id": "SR25B-06", + "name": "Hammock", + "url": "https://speedrun.a16z.com/companies/hammock", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI101", + "evidenceIds": [ + "SR25-HAMMOCK", + "SR25-HAMMOCK-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + }, + { + "id": "SR25B-07", + "name": "Cedar（招聘网络）", + "url": "https://speedrun.a16z.com/companies/cedar", + "categoryId": "C05", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI102", + "evidenceIds": [ + "SR25-CEDAR", + "SR25-CEDAR-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + }, + { + "id": "SR25B-08", + "name": "Loops AI（loopsai.com）", + "url": "https://speedrun.a16z.com/companies/loops-ai", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI103", + "evidenceIds": [ + "SR25-LOOPS-AI", + "SR25-LOOPS-AI-HOME" + ], + "note": "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。" + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index f4ceab8..fefe21c 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-35", + "version": "2026-10-30-36", "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。", @@ -262,8 +262,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。 新增8项2026名录定向核查并登记候选台账（7项SR007、Bota SR006），不等全部批次或两年目录。", - "nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。 区分live ARR、signed/contracted ARR、固定法律承诺费用、管线、目标交易量及客户收益；Nexor原$不自动当USD，财务日历截至日和合同底表留缺。", + "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。 新增8项2026名录定向核查并登记候选台账（7项SR007、Bota SR006），不等全部批次或两年目录。 另登记8项2025年定向公司（SR005一项、SR006五项、SR007两项）；动态目录静态仅外壳、浏览器超时，不认定全量。", + "nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。 区分live ARR、signed/contracted ARR、固定法律承诺费用、管线、目标交易量及客户收益；Nexor原$不自动当USD，财务日历截至日和合同底表留缺。 补Hotbox两个ARR时点、OneGC试点包含关系及律所/平台收入拆分、Omi等待名单付费转化、DRS应用与合并口径、Cedar签约履行和Loops可读官网。", "limitation": "来源可读不等于声明已独立验证。" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f779aed..cd78690 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-tc-biotech-1", + "sourceVersion": "2026-10-30-speedrun-2025-models-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",