diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index d4c4064..852bc09 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1188); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4380); + assert.equal(research.evidence.length, 4386); assert.equal(research.observations.length, 453); 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 8303f6b..6a50bdc 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -78,7 +78,7 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1188); - assert.equal(initial.evidence.length, 4380); + assert.equal(initial.evidence.length, 4386); assert.equal(initial.observations.length, 453); 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"); @@ -118,7 +118,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 198); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 200); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 105); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index b377c2b..7b5e062 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-arr-contracts-1", + "version": "2026-10-31-arr-contracts-2", "asOf": "2026-10-31", "scope": "全球公开资料研究:保留首批个案,并扩展核查2025—2026八个YC批次候选池;成立年份以官方公司页面字段为依据。", "limitations": [ @@ -1477,10 +1477,10 @@ "business": "追踪品牌在AI搜索中的可见度,并以Agent协助研究、内容建议和工具间任务交接。", "buyer": "品牌营销团队与代理机构", "delivery": "2026-10-22公司公告称超过3500家公司采用,发布Peec Agent;未独立测试效果", - "notes": "2025年1月成立、2月产品上线;2024团队在Antler相识。招聘转载的1500万ARR缺明确截止日及币种代码,与8月第三方估算不视为相互独立验证。", + "notes": "2025年1月成立、2月产品上线;2024团队在Antler相识。招聘转载的1500万ARR缺明确截止日及币种代码,与8月第三方估算不视为相互独立验证。 公司五月披露的客户总数未证全为付费/全价,不作ARR分母;现提示词/项目/模型数量与Agentcredits为计费容量,不能当客户数。", "cohort": "2025年成立", "teamBasis": "2026-10-30访问公司招聘转载列100+,作为下界;页面Posted on 2026-09-22不等业务截止日,未独立核实", - "price": "品牌套餐比较表原文$95/$245/$495每月,企业询价;按提示词、模型与项目及Agent额度区分,席位不限;币种代码待核", + "price": "品牌套餐比较表原文$95/$245/$495每月,企业询价;按提示词、模型与项目及Agent额度区分,席位不限;币种代码待核 当前主卡Enterprise年约,但帮助页允许月订阅,实际合同需核;Starter无API,品牌Pro/Advanced及机构套餐可用。", "stage": "有公司披露的商业使用", "sourceType": "公司公告;第三方估算单列", "evidenceIds": [ @@ -1489,7 +1489,10 @@ "E090", "DATE-PEEC-OCT", "PEEC-PRICE", - "PEEC-JOBS" + "PEEC-JOBS", + "ARRCHECK2-PEEC-PRICE", + "ARRCHECK2-PEEC-API", + "ARRCHECK2-PEEC-PRESS" ], "revenueStatus": "self", "teamBound": "≥", @@ -1507,10 +1510,10 @@ "business": "用自然语言生成应用,并提供数据库、认证与托管", "buyer": "创业者、小企业与内部工具团队", "delivery": "上市公司披露经营增长;技术质量尚未独立测试", - "notes": "2025年成立,同年6月被Wix收购;收购后收入与独立初创组分开。", + "notes": "2025年成立,同年6月被Wix收购;收购后收入与独立初创组分开。 Wix2026二季度附件给出包含Base44的期末有效订阅MRR×12定义,但集团ARR/收入非Base44独立财务;年初非GAAP毛利近零、下半年60%是预测。信用消耗可随模型路由变化,失败也可扣费,不能仅凭ARR判断商业盈利。", "cohort": "2025年成立", "teamBasis": null, - "price": "免费层+含消息/集成积分的分档订阅;价格见2026-07说明", + "price": "当前默认年付等效月价原$16/40/80/160,Starter/Builder/Pro/Elite双额度,免费层25月消息;企业询价。原$不补币种,年付折算与单独月付分开。", "stage": "已收购,商业运营", "sourceType": "收购方管理层披露;媒体转述创始人声明", "evidenceIds": [ @@ -1519,10 +1522,14 @@ "E093", "E094", "E095", - "E096" + "E096", + "ARRCHECK2-BASE-DEFINITION", + "ARRCHECK2-BASE-PRICE", + "ARRCHECK2-BASE-TERMS" ], "revenueStatus": "self", - "pricingEvidence": "E096" + "pricingEvidence": "ARRCHECK2-BASE-PRICE", + "businessModel": "分档订阅含消息/集成credits,超额升级/限制及可能用量收费;实际合同续费、折扣退款、赠送额度和计算成本待核。" }, { "id": "AI057", @@ -92557,6 +92564,72 @@ "kind": "原始公司定价/条款/经营披露复核", "summary": "YC直达无正文,原始搜索缓存仍列四周$500KARR、2025成立和5人,以及金融操作Agent;旧Streetbees履历独立。", "limitation": "原$未明确币种代码,四周不是日历财务截至日;8000万旧融资/200人旧团队不继承本公司。原始结果/用量定价文章不证明每份合同最低经常承诺。" + }, + { + "id": "ARRCHECK2-BASE-DEFINITION", + "companyId": "AI056", + "title": "Wix原始监管附件ARR定义及成本边界", + "url": "https://www.sec.gov/Archives/edgar/data/1576789/000162828026052108/secondquarter2026results.htm", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "原始公司定价/条款/监管披露复核", + "summary": "2026-08-04附件定义CreativeSubscriptions含Base44,按期末有效订阅月收入构成MRR再乘12;Base44年初非GAAP毛利近零,下半年约60%为管理层预期。", + "limitation": "集团定义不是Base44独立合同底表或已审计指标;Wix总ARR19.63亿/总收入不搬为Base44收入,非GAAP/前瞻与实际GAAP分开,未取得独立Base44收入成本拆分。" + }, + { + "id": "ARRCHECK2-BASE-PRICE", + "companyId": "AI056", + "title": "Base44当前原始年付套餐与双额度", + "url": "https://base44.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "原始公司定价/条款/监管披露复核", + "summary": "当前默认年付等效月价Starter原$16/Builder40/Pro80/Elite160,按月消息与integration两类credits,免费25月消息;企业询价。", + "limitation": "年付等效月价不当可随时月付报价,原$币种代码仍需合同确认;额度非已消耗收入,当前套餐不倒推旧ARR用户数或实际折扣/退款。" + }, + { + "id": "ARRCHECK2-BASE-TERMS", + "companyId": "AI056", + "title": "Base44原始credit计量与失败消耗", + "url": "https://app.base44.com/terms-of-service", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "原始公司定价/条款/监管披露复核", + "summary": "原始条款允许按请求复杂度/模型/路由变化扣credit,默认月末过期不滚存;错误/幻觉/失败也可消耗且不自动返还,超额可能限制/升级或收费。", + "limitation": "credit不是货币/存款,销售余额不等已确认软件收入;客户满意度、留存、耗用成本及实际合同仍须核,不用一般条款确认每份ARR。" + }, + { + "id": "ARRCHECK2-PEEC-PRICE", + "companyId": "AI055", + "title": "Peec当前原始追踪和Agent额度", + "url": "https://peec.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "原始公司定价/条款/监管披露复核", + "summary": "品牌月度比较表原$95/245/495,50/150/350prompts及3模型、不限用户,1/2/5projects和500/750/1000Agentcredits;Enterprise自定义年约。", + "limitation": "当前表保留原$未补USD;旧对比文章欧元报价与现价不同不混同期,提示词采样/模型数量不是客户数;SOC2展示未读原报告不作独立审计。" + }, + { + "id": "ARRCHECK2-PEEC-API", + "companyId": "AI055", + "title": "Peec原始API可用层级", + "url": "https://help.peec.ai/article/how-much-does-the-api-cost-y3u6zh4lby7h9sksvyyzn2mi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "原始公司定价/条款/监管披露复核", + "summary": "帮助页称Starter无API,品牌Pro/Advanced月年及机构套餐可用API,Enterprise可月订阅。", + "limitation": "帮助页Enterprise月订阅与当前定价主卡年约不一致保留,合同/结账实际期限待核,不据帮助页补API单独收入或真实续费。" + }, + { + "id": "ARRCHECK2-PEEC-PRESS", + "companyId": "AI055", + "title": "Peec原始五月披露与采用分母复核", + "url": "https://www.globenewswire.com/news-release/2026/05/28/3303009/0/en/peec-ai-hits-10m-arr-16-months-after-launch-as-brands-race-to-optimize-for-ai-search.html", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "原始公司定价/条款/监管披露复核", + "summary": "2026-05-28公司供稿称超过1000万ARR、2500客户及70余人,且列0至500万11个月再至1000万5个月。", + "limitation": "公司新闻稿不是独立查账;公告时点非10月最新值,客户未明确付费/全价/同一主体不能除ARR推ARPA;发布时间与四舍五入/下界需保留。" } ], "reviews": [ @@ -100482,6 +100555,38 @@ "ARRCHECK1-NEXOR-HOME" ], "handling": "报价/信用余额/客户交易流水/旧事业融资不当软件ARR;月年优惠和使用量波动、佣金净费、实施服务及最低合同承诺是商业模式评估缺项。本轮无新收入观测,四家公司截至日/合同实收仍缺。" + }, + { + "id": "ARRCHECK2-R-BASE-UNIT", + "type": "订阅ARR定义与推理成本、实际利润", + "company": "Base44", + "scope": "companies", + "companyIds": [ + "AI056" + ], + "summary": "Wix监管附件定义含Base44的订阅ARR为期末MRR年化,给出了比纯ARR标签更明确的集团方法,但独立Base44收入/成本合同表仍缺。", + "evidenceIds": [ + "ARRCHECK2-BASE-DEFINITION", + "ARRCHECK2-BASE-PRICE", + "ARRCHECK2-BASE-TERMS" + ], + "handling": "作为商业模式初评:套餐额度和模型路由帮助控制用量成本,但高速ARR不保证毛利;年初非GAAP毛利近零、下半年约60%是预测不当实绩。需核每客户推理/托管成本、赠送额度、退款、付费留存、实际消耗和已收购集团资源分摊,不能从收入离散推造假。" + }, + { + "id": "ARRCHECK2-R-PEEC-UNIT", + "type": "追踪容量订阅、Agent额度和机构合同期限", + "company": "Peec AI", + "scope": "companies", + "companyIds": [ + "AI055" + ], + "summary": "无限席位、按提示词/项目/模型容量及Agent额度的订阅可扩展,但现价/旧欧元对比、Enterprise年约/月订阅说明不能混为统一合同。", + "evidenceIds": [ + "ARRCHECK2-PEEC-PRICE", + "ARRCHECK2-PEEC-API", + "ARRCHECK2-PEEC-PRESS" + ], + "handling": "作为商业模式初评:收入扩展可能来自容量和Agent用量而非席位,需核监测采样成本、追加credits占比、续订/折扣、企业期限与服务费。2500客户不证付费/全价,旧1000万下界不除以它生成ARPA;不将媒体供稿/招聘/Sacra估算当独立相互验证,仍不形成同期行业样本。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 83ef001..30687bb 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-arr-contracts-1", + "version": "2026-10-31-arr-contracts-2", "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。", @@ -2984,7 +2984,7 @@ "status": "per-company", "hosts": [], "initialAccess": "按公司逐一核验", - "boundary": "公司官网和官方材料逐条绑定证据;不是可预先列尽的全站候选池。 定向新增企智芯与九昇智能的2025成立自述及交付资料,精确注册、实际客户与收入未核;两个官网不代表中文公司全集。 本轮复读Gojiberry/Floot/Nexor/Eloquent原始定价/条款/披露,补订阅扩展、AI与托管credit和支付净费边界;Eloquent/Floot旧ARR原$撤销USD推断,当前定价不倒推历史合同或币种。非所有公司官网全量核验。", + "boundary": "公司官网和官方材料逐条绑定证据;不是可预先列尽的全站候选池。 定向新增企智芯与九昇智能的2025成立自述及交付资料,精确注册、实际客户与收入未核;两个官网不代表中文公司全集。 本轮复读Gojiberry/Floot/Nexor/Eloquent原始定价/条款/披露,补订阅扩展、AI与托管credit和支付净费边界;Eloquent/Floot旧ARR原$撤销USD推断,当前定价不倒推历史合同或币种。非所有公司官网全量核验。 补Peec/Base44原始定价/条款/API与监管附件ARR定义:有效订阅MRR年化不等独立审计收入,模型/额度成本和预测毛利分列;不新增收入数字。", "nextCheck": "核定价、主体、交付与收入定义,自述与独立验证分开。", "limitation": "自述不等于独立审计" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 5f41c53..2e5e67b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-arr-contracts-1", + "sourceVersion": "2026-10-31-arr-contracts-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",