Separate SR007 company years, managed services and legacy revenue claims

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, 1238);
+  assert.equal(research.companies.length, 1243);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4816);
-  assert.equal(research.observations.length, 480);
+  assert.equal(research.evidence.length, 4838);
+  assert.equal(research.observations.length, 481);
   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);

apps/docs/tests/research.test.ts

@@ -123,9 +123,9 @@ 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, 1238);
-    assert.equal(initial.evidence.length, 4816);
-    assert.equal(initial.observations.length, 480);
+    assert.equal(initial.companies.length, 1243);
+    assert.equal(initial.evidence.length, 4838);
+    assert.equal(initial.observations.length, 481);
     const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
     assert.equal(businessReviews.length, 6);
     assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
@@ -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, 237);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 240);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 53);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54);
   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), 1238);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1243);
   assert.equal(summary.reduce((n, c) => n + c.self, 0), 62);
   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), 1155);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1160);
   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, 223);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 228);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -575,6 +575,17 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
     "contracted revenue and potential customers' active users cannot become realized ARR");
   assert.equal(snapshot.companies.find((item) => item.id === "AI144")!.revenueStatus, "unknown",
     "free current SDK terms and a contracted ARR claim need reconciliation before labeling realized revenue");
+  const scaledrive = batch.records.find((row) => row.name === "scaledrive.ai")!;
+  assert.equal(scaledrive.status, "outside-cohort", "SR007 membership cannot replace a stated 2024 founding year");
+  assert.equal(scaledrive.companyId, undefined);
+  assert.ok(scaledrive.evidenceIds?.includes("SR007F8-SCALEDRIVE-SR"));
+  for (const id of ["AI147", "AI150"]) {
+    assert.equal(snapshot.companies.find((item) => item.id === id)!.technicalReview!.level, "description",
+      "self-hosting and SDK documentation do not establish correctly attributed public source code");
+    assert.equal(snapshot.companies.find((item) => item.id === id)!.revenueStatus, "unknown");
+  }
+  assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")),
+    "previous-company ARR and financial amounts in document demonstrations are not current revenue");
 });
 
 test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
@@ -604,7 +615,7 @@ 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, 147);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 141);
 });
 
 test("product pivots and founder histories do not become new company years or current revenue", () => {

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-11-01-sr007-followup-7",
+  "version": "2026-11-01-sr007-followup-8",
   "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": [
@@ -39188,6 +39188,196 @@
           "SR007F7-SARU-HOME"
         ]
       }
+    },
+    {
+      "id": "AI147",
+      "name": "SenseLab（sense-lab.ai）",
+      "url": "https://www.sense-lab.ai/",
+      "channel": "S14",
+      "cat": "C03",
+      "year": 2026,
+      "team": 3,
+      "location": "美国山景城（投资方资料）",
+      "business": "Agent共享记忆、运行结果回流及私有训练数据基础设施。",
+      "buyer": "企业Agent及模型应用团队",
+      "delivery": "托管登录及SDK/自托管文档，代码反链未与主体对齐，实际付费/效果未核",
+      "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。",
+      "cohort": "投资方自报2026成立；独立登记及品牌起点待核",
+      "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知",
+      "price": "原$29/月25000ops、149/月50000ops及充值；免费1000ops，年选项和结账待核",
+      "stage": "托管登录及SDK/自托管文档，代码反链未与主体对齐，实际付费/效果未核",
+      "sourceType": "投资方及官网/条款/服务说明",
+      "evidenceIds": [
+        "SR007F8-SENSE-SR",
+        "SR007F8-SENSE-HOME",
+        "SR007F8-SENSE-BLOG",
+        "SR007F8-SENSE-TERMS",
+        "SR007F8-SENSE-DOCS",
+        "SR007F8-SENSE-GITHUB"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "订阅额度＋充值/可能私有模型服务，操作/模型/托管成本和数据授权需拆，营销客户分母未明",
+      "entityBasis": "SenseLab Artificial Intelligence, Inc. Delaware条款自述，独立登记未核",
+      "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。",
+        "evidenceIds": [
+          "SR007F8-SENSE-SR",
+          "SR007F8-SENSE-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI148",
+      "name": "Sonder（sonder.fyi）",
+      "url": "https://sonder.fyi/",
+      "channel": "S14",
+      "cat": "C05",
+      "year": 2026,
+      "team": 2,
+      "location": "美国纽约（投资方资料）",
+      "business": "端侧屏幕视觉模型学习企业工作流并形成可共享技能。",
+      "buyer": "希望私有化工作流智能的企业",
+      "delivery": "投资方自述小模型与内部RL环境；官网403，实际制品/付费交付待核",
+      "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。",
+      "cohort": "投资方自报2026成立；独立登记及品牌起点待核",
+      "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知",
+      "price": "无可读价表/合同，外部许可兴趣非已签约",
+      "stage": "投资方自述小模型与内部RL环境；官网403，实际制品/付费交付待核",
+      "sourceType": "投资方及官网/条款/服务说明",
+      "evidenceIds": [
+        "SR007F8-SONDER-SR",
+        "SR007F8-SONDER-HOME"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "端侧企业工作流/模型交付，许可/订阅或实施收费及计算/支持成本待核",
+      "entityBasis": "精确法人及独立登记未核，同名酒店等不混同",
+      "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。",
+        "evidenceIds": [
+          "SR007F8-SONDER-SR",
+          "SR007F8-SONDER-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI149",
+      "name": "Sotant",
+      "url": "https://sotant.com/",
+      "channel": "S14",
+      "cat": "C07",
+      "year": 2026,
+      "team": 5,
+      "location": "美国旧金山（投资方资料）",
+      "business": "以AI员工和专家知识运行供应链运营托管工作流。",
+      "buyer": "供应链及复杂运营企业",
+      "delivery": "官网managed service与客户批准范围，异常/重大后果人工审核，实际付费合同未核",
+      "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。",
+      "cohort": "投资方自报2026成立；独立登记及品牌起点待核",
+      "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知",
+      "price": "原$1000/月起每AI员工，含设置/模型/托管/支持，Enterprise另约",
+      "stage": "官网managed service与客户批准范围，异常/重大后果人工审核，实际付费合同未核",
+      "sourceType": "投资方及官网/条款/服务说明",
+      "evidenceIds": [
+        "SR007F8-SOTANT-SR",
+        "SR007F8-SOTANT-HOME",
+        "SR007F8-SOTANT-PRICE",
+        "SR007F8-SOTANT-SERVICE"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "AI运营托管服务月费，不能按纯软件许可证归ARR；人工/集成/模型与异常处理成本需核",
+      "entityBasis": "Sotant Inc.自述，独立登记及旧Maihem/Teilur关系未核",
+      "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。",
+        "evidenceIds": [
+          "SR007F8-SOTANT-SR",
+          "SR007F8-SOTANT-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI150",
+      "name": "Space（spacefs.com）",
+      "url": "https://spacefs.com/",
+      "channel": "S14",
+      "cat": "C02",
+      "year": 2026,
+      "team": 4,
+      "location": "美国旧金山（投资方资料）",
+      "business": "面向人员和Agent的共享云文件系统及按字节流式访问。",
+      "buyer": "跨机器工作个人、团队及Agent应用开发者",
+      "delivery": "macOS/Linux下载与公开SDK文档，Windows未来；未安装或核性能/付费",
+      "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。",
+      "cohort": "投资方自报2026成立；独立登记及品牌起点待核",
+      "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知",
+      "price": "USD年付Individual180/年、Teams360/成员年，15/30为月等效；存储加量和Enterprise另列",
+      "stage": "macOS/Linux下载与公开SDK文档，Windows未来；未安装或核性能/付费",
+      "sourceType": "投资方及官网/条款/服务说明",
+      "evidenceIds": [
+        "SR007F8-SPACE-SR",
+        "SR007F8-SPACE-HOME",
+        "SR007F8-SPACE-TERMS",
+        "SR007F8-SPACE-ABOUT",
+        "SR007F8-SPACE-DOCS",
+        "SR007F8-SPACE-GITHUB"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "云存储/文件访问及团队订阅，含存储/版本/流量和BYOS成本需拆，前Eden ARR不迁",
+      "entityBasis": "Space Computer, Inc.官网自述，独立登记及前Eden资产/主体沿革未核",
+      "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。",
+        "evidenceIds": [
+          "SR007F8-SPACE-SR",
+          "SR007F8-SPACE-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI151",
+      "name": "Spun Labs",
+      "url": "https://www.spunlabs.co/",
+      "channel": "S14",
+      "cat": "C07",
+      "year": 2025,
+      "team": 5,
+      "location": "美国旧金山（投资方资料）",
+      "business": "用AI分析创作者收入、支持卡产品和财务组织工具。",
+      "buyer": "内容创作者及相关商业组织",
+      "delivery": "官网候补与投资方试点描述分列，具体卡发行/授信与实际付费未核",
+      "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。",
+      "cohort": "投资方自报2025成立；独立登记及品牌起点待核",
+      "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知",
+      "price": "官网称用户免费/IP无分成，商家交易费用变现，具体净费和发行合同缺",
+      "stage": "官网候补与投资方试点描述分列，具体卡发行/授信与实际付费未核",
+      "sourceType": "投资方及官网/条款/服务说明",
+      "evidenceIds": [
+        "SR007F8-SPUN-SR",
+        "SR007F8-SPUN-HOME"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "创作者金融卡/工具，交换费净分成、资金/坏账/奖励与本金/客户收入分开，不当订阅ARR",
+      "entityBasis": "精确运营/发行法人和独立登记未核",
+      "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。",
+        "evidenceIds": [
+          "SR007F8-SPUN-SR",
+          "SR007F8-SPUN-HOME"
+        ]
+      }
     }
   ],
   "observations": [
@@ -46714,6 +46904,21 @@
       "reason": "签约客户不证明已付款或SDK当前免费外的净经常性",
       "bound": "=",
       "comparisonGroup": null
+    },
+    {
+      "id": "SR007F8-O-SENSE-USERS",
+      "company": "AI147",
+      "name": "SenseLab",
+      "kind": "用户采用自述",
+      "value": 1000,
+      "unit": "用户",
+      "timing": "投资方自述，具体统计截至日未知",
+      "evidence": "SR007F8-SENSE-SR",
+      "scope": "用户，包括名企员工，非付费企业",
+      "selection": "adoption",
+      "reason": "用户不等付费，官网多套团队/评级分母未明不拼接，旧退出和官网模板化规模不作财务证据",
+      "bound": "≥",
+      "comparisonGroup": null
     }
   ],
   "evidence": [
@@ -99692,6 +99897,248 @@
       "kind": "投资方及官网/合同与数据范围复核",
       "summary": "浏览工具请求失败，普通HTTP响应读取不完整，未取得官网产品/收费或法律正文。",
       "limitation": "不因访问失败推停止服务；依据投资方明确AI任务暂关联，当前渠道集成、价表/主体和实际交付均待核，未绕过或联系。"
+    },
+    {
+      "id": "SR007F8-SCALEDRIVE-SR",
+      "companyId": null,
+      "title": "scaledrive自报2024成立",
+      "url": "https://speedrun.a16z.com/companies/scaledriveai",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "投资方明确Founded2024、6人、圣何塞，工业机器人AI软件；paid pilots、45%效率及四倍学习速度为自述。",
+      "limitation": "SR007不是成立年，2024超2025/2026样本，保留候选排除；付费试点/认证/效率未独立核，不因当前AI业务纳入新成立样本。"
+    },
+    {
+      "id": "SR007F8-SCALEDRIVE-HOME",
+      "companyId": null,
+      "title": "scaledrive当前业务与学术材料边界",
+      "url": "https://www.scaledrive.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "同团队官网为工业机器人安全/预测软件，旧学术研究和TUV标志支持其自述。",
+      "limitation": "同行评审旧研究不等当前商业系统独立测，标志不是全部产品认证；因投资方2024成立不新建两年公司。"
+    },
+    {
+      "id": "SR007F8-SENSE-SR",
+      "companyId": "AI147",
+      "title": "SenseLab2026与用户自述",
+      "url": "https://speedrun.a16z.com/companies/senselab",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "投资方列2026成立、3人、山景城，Agent运行至结果/训练信号基础设施，1000+用户包括名企员工。",
+      "limitation": "员工使用不等企业合同，1000用户非付费；前Juniper/Mirantis退出不归当前公司收入。"
+    },
+    {
+      "id": "SR007F8-SENSE-HOME",
+      "companyId": "AI147",
+      "title": "SenseLab额度价表与营销分母缺项",
+      "url": "https://www.sense-lab.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "官网Rooms/共享记忆、结果反馈与训练数据；Free1000ops，Starter原$29/月25000ops，Pro149/月50000ops及充值，另显示279/1430年选项。",
+      "limitation": "年选项账期/金额须结账核；同页10000团队、11.5K评级及Motiongenie等通用文案分母未明，不当真实付费规模或误判造假。"
+    },
+    {
+      "id": "SR007F8-SENSE-BLOG",
+      "companyId": "AI147",
+      "title": "SenseLab从SRE到共享学习层",
+      "url": "https://www.sense-lab.ai/post/senselab-is-backed-by-a16z-speedrun",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "同名创始人文章说明从AI SRE转向Agent共享学习、Rooms及真实决策轨迹；自述Apache2自托管。",
+      "limitation": "后续私有模型训练/效果是厂商自述，比较竞品及Token节省未独立测；旧事业百万开发者规模不迁本公司。"
+    },
+    {
+      "id": "SR007F8-SENSE-TERMS",
+      "companyId": "AI147",
+      "title": "SenseLab运营者、托管与开源区分",
+      "url": "https://amfs.sense-lab.ai/terms",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "条款August2026，自述SenseLab Artificial Intelligence, Inc. Delaware；库Apache2、托管订阅预付，超限可限速，无默认SLA。",
+      "limitation": "月份不补具体日；条款不训练与文档私有训练服务需按产品/授权对齐，当前记忆准确性不保证，实际合同及开源仓库待核。"
+    },
+    {
+      "id": "SR007F8-SENSE-DOCS",
+      "companyId": "AI147",
+      "title": "SenseLab自托管文档及软件入口",
+      "url": "https://docs.sense-lab.ai/amfs/getting-started/installation",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "官方文档有amfs Python/TypeScript包及raia-live镜像路径说明，并提供GitHub页脚反链。",
+      "limitation": "仅文档和包名不证明源码已读或安装成功，不执行安装/容器；准确仓库及许可需核。"
+    },
+    {
+      "id": "SR007F8-SENSE-GITHUB",
+      "companyId": "AI147",
+      "title": "SenseLab文档GitHub反链主体不匹配",
+      "url": "https://github.com/senselab",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "文档页脚链接到台湾大学安全系统实验室组织，页面公开旧教学/安全仓库，与当前AI创业公司未对齐。",
+      "limitation": "同名组织不能当当前产品公开代码或技术验证；反链误配不证明产品不存在，需正确源码地址。未读取/运行实验室攻击代码。"
+    },
+    {
+      "id": "SR007F8-SONDER-SR",
+      "companyId": "AI148",
+      "title": "Sonder2026与端侧视觉自述",
+      "url": "https://speedrun.a16z.com/companies/sonder",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "投资方列2026成立、2人、纽约，端侧视觉模型观察屏幕/工作流生成技能，称基线一半大小、三倍速度。",
+      "limitation": "速度/模型缩小未独立测，内部RL环境/外界许可兴趣不是已公开制品或付费许可；旧FutureClinic/Anterior业绩不归Sonder。"
+    },
+    {
+      "id": "SR007F8-SONDER-HOME",
+      "companyId": "AI148",
+      "title": "Sonder官网访问缺项",
+      "url": "https://sonder.fyi/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "浏览工具无法读取，普通HTTP403，未取得官网产品、权重/代码、价表或条款。",
+      "limitation": "依据明确AI任务和成立自报关联，不推停业；端侧私有部署、效果和收费均待核，未绕过。"
+    },
+    {
+      "id": "SR007F8-SOTANT-SR",
+      "companyId": "AI149",
+      "title": "Sotant2026与前事业ARR归属",
+      "url": "https://speedrun.a16z.com/companies/sotant",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "投资方列2026成立、5人、旧金山，供应链AI运营服务；DHL/Bimbo合作自述，创始人旧Teilur400万ARR。",
+      "limitation": "旧事业ARR及Maihem经历不迁本公司；名企标志不证明付费合同，数小时/全组织自动化需与服务范围对应。"
+    },
+    {
+      "id": "SR007F8-SOTANT-HOME",
+      "companyId": "AI149",
+      "title": "Sotant客户回款与厂商收入区分",
+      "url": "https://sotant.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "官网运营知识建模、AI员工与托管工作流，案例客户追回1000万未开票、运力/采购/生产收益。",
+      "limitation": "客户追回账款及利润/节省不是Sotant收入，AI员工不是公司雇员，效果未独立核。"
+    },
+    {
+      "id": "SR007F8-SOTANT-PRICE",
+      "companyId": "AI149",
+      "title": "Sotant每AI员工月费含模型与支持",
+      "url": "https://sotant.com/pricing/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "原$1000/月起每AI员工，含设置/模型tokens/托管/集成/支持；Enterprise按管理服务协商，客户定优先级/审异常。",
+      "limitation": "标价非ARR，十岗工作量是可变自述；模型和支持全包不等无限可交付，需净费与实际交付工时/重试成本。"
+    },
+    {
+      "id": "SR007F8-SOTANT-SERVICE",
+      "companyId": "AI149",
+      "title": "Sotant明确托管服务非软件许可证",
+      "url": "https://sotant.com/service-description/",
+      "publishedAt": "2026-07-28",
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "服务说明明确managed service，流程映射→专家建模→批准后上线→持续运营，Sotant运行，后果重大处须人工审核。",
+      "limitation": "效果为案例非保证，范围和SLA依单独签约，第三方模型/集成依赖需核；非纯软件许可证或全替人。"
+    },
+    {
+      "id": "SR007F8-SPACE-SR",
+      "companyId": "AI150",
+      "title": "Space2026与旧Eden ARR",
+      "url": "https://speedrun.a16z.com/companies/space",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "投资方列2026成立、4人、旧金山，Agent共享文件系统；2–50倍性能及旧Eden百万ARR自述。",
+      "limitation": "旧Eden收入不能迁Space，跨工作负载性能不作通用倍数，petabytes可访问上下文不是实际付费存储或客户规模。"
+    },
+    {
+      "id": "SR007F8-SPACE-HOME",
+      "companyId": "AI150",
+      "title": "Space年度等效价及财务演示",
+      "url": "https://spacefs.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "官网macOS/Linux入口、Windows未来；明确USD年付Individual180/年（月等效15）、Teams360/成员年（月等效30）含存储，Enterprise另列。",
+      "limitation": "原文月等效非实际月付价；界面Q3营收5.1M/81%毛利、客户4.2M预算为文件演示，绝不能采厂商财务；缓存/版本/流量和存储成本待核。"
+    },
+    {
+      "id": "SR007F8-SPACE-TERMS",
+      "companyId": "AI150",
+      "title": "Space运营者与服务承诺范围",
+      "url": "https://spacefs.com/terms/",
+      "publishedAt": "2026-07-24",
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "条款Space Computer, Inc.，文件存储/同步/共享，除另签无默认服务等级；独立备份由用户保留。",
+      "limitation": "登记及旧Eden资产关系未独立核；有开源组件不等全部系统开源，不把无限/零磁盘口号当技术核验。"
+    },
+    {
+      "id": "SR007F8-SPACE-ABOUT",
+      "companyId": "AI150",
+      "title": "Space新产品与前公司故事",
+      "url": "https://spacefs.com/about/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "官网四名核心团队，与投资方对应，故事称在前公司遇到文件传输问题而构建Space。",
+      "limitation": "前公司和当前产品业务需区分，故事不证明独立注册年或收入转移，不重复导入旧Eden ARR。"
+    },
+    {
+      "id": "SR007F8-SPACE-DOCS",
+      "companyId": "AI150",
+      "title": "Space公开SDK说明与自测限制",
+      "url": "https://docs.spacefs.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "公开多语言SDK文档及49场景自测入口，说明同桶同机、重复读取利用本地缓存，有输掉场景。",
+      "limitation": "只读文档不运行SDK/基准；缓存/特定字节范围和同机条件不外推整体倍数，公开包名不等源码已核。"
+    },
+    {
+      "id": "SR007F8-SPACE-GITHUB",
+      "companyId": "AI150",
+      "title": "Space文档Go包引用路径404",
+      "url": "https://github.com/space-computer-inc/s3sdk",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "文档Go包路径对应GitHub请求404，未取得公开仓库正文。",
+      "limitation": "404不证明没有实现或包不可用；未确认源码/权重，不升级公开制品或独立验证等级，未下载/调用。"
+    },
+    {
+      "id": "SR007F8-SPUN-SR",
+      "companyId": "AI151",
+      "title": "Spun2025与创作者AI授信",
+      "url": "https://speedrun.a16z.com/companies/spun-labs",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "投资方列2025成立、5人、旧金山，AI分析创作者不稳定收入的卡产品，称试点用户及商家交换费变现。",
+      "limitation": "310B市场/130B创作者收入不是自身营收，试点不等已付费；卡发行/持牌主体与授信实际合同待核。"
+    },
+    {
+      "id": "SR007F8-SPUN-HOME",
+      "companyId": "AI151",
+      "title": "Spun候补、预测收入和商家付费模式",
+      "url": "https://www.spunlabs.co/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方及官网/服务边界与主体复核",
+      "summary": "普通HTTP200可读Raymond财务AI、创作者卡候补，称不取IP/用户费用，由消费商家支付，协助预测/提前使用收入。",
+      "limitation": "未取得卡发行方/费用合同与坏账/资金/奖励成本，商家手续费净分成与用户本金需拆；不提供税务/投资建议或申请金融服务。"
     }
   ],
   "reviews": [
@@ -109231,6 +109678,100 @@
         "SR007F7-ROLLUP-DATA"
       ],
       "handling": "照片不离机不能泛化为所有数据全本地，提供方可有30日监测或零保留安排须核；二进制SDK不等完整开源，未审计实现/提交数据。部署边界、数据许可和云推理/支持成本是模式评估前置缺项。"
+    },
+    {
+      "id": "SR007F8-R-DELIVERY",
+      "type": "Agent学习、端侧工作流与托管服务交付",
+      "company": "SenseLab、Sonder、Sotant、Space、Spun Labs",
+      "companyIds": [
+        "AI147",
+        "AI148",
+        "AI149",
+        "AI150",
+        "AI151"
+      ],
+      "scope": "companies",
+      "summary": "五家2025/2026成立自报关联；Agent学习层、屏幕工作流、供应链托管、云文件系统和创作者卡分别分类，当前实际合同/效果未独立核。",
+      "evidenceIds": [
+        "SR007F8-SENSE-SR",
+        "SR007F8-SENSE-HOME",
+        "SR007F8-SENSE-BLOG",
+        "SR007F8-SENSE-TERMS",
+        "SR007F8-SENSE-DOCS",
+        "SR007F8-SENSE-GITHUB",
+        "SR007F8-SONDER-SR",
+        "SR007F8-SONDER-HOME",
+        "SR007F8-SOTANT-SR",
+        "SR007F8-SOTANT-HOME",
+        "SR007F8-SOTANT-PRICE",
+        "SR007F8-SOTANT-SERVICE",
+        "SR007F8-SPACE-SR",
+        "SR007F8-SPACE-HOME",
+        "SR007F8-SPACE-TERMS",
+        "SR007F8-SPACE-ABOUT",
+        "SR007F8-SPACE-DOCS",
+        "SR007F8-SPACE-GITHUB",
+        "SR007F8-SPUN-SR",
+        "SR007F8-SPUN-HOME"
+      ],
+      "handling": "Sotant明确managed service，范围批准及重大后果人工审核，按AI员工月费不能当纯软件；Spun候补/试点不证卡发行合同，Sonder官网403。Space前Eden与当前产品沿革待核，未安装/申请服务。"
+    },
+    {
+      "id": "SR007F8-R-FINANCE",
+      "type": "旧业务、客户追回款及文件演示不作自身收入",
+      "company": "SenseLab、Sonder、Sotant、Space、Spun Labs",
+      "companyIds": [
+        "AI147",
+        "AI148",
+        "AI149",
+        "AI150",
+        "AI151"
+      ],
+      "scope": "companies",
+      "summary": "仅新增SenseLab1000用户采用；Space旧Eden1MARR/演示Q3财务、Sotant客户1000万追回账款/旧Teilur ARR、Spun客户收入及市场规模全部不归厂商收入。",
+      "evidenceIds": [
+        "SR007F8-SENSE-SR",
+        "SR007F8-SENSE-HOME",
+        "SR007F8-SOTANT-SR",
+        "SR007F8-SOTANT-HOME",
+        "SR007F8-SOTANT-PRICE",
+        "SR007F8-SPACE-SR",
+        "SR007F8-SPACE-HOME",
+        "SR007F8-SPUN-SR",
+        "SR007F8-SPUN-HOME"
+      ],
+      "handling": "需订单净费、模型/存储/人工与重度使用、金融资金/坏账/奖励及手续费分账；年付等效不当月合同或已实现MRR，免费分母/企业标志不当付费。官网通用文案/反链差异仅标补证，不能直接推造假。"
+    },
+    {
+      "id": "SR007F8-R-TECH",
+      "type": "自托管/SDK说明与实际公开制品边界",
+      "company": "SenseLab、Space",
+      "companyIds": [
+        "AI147",
+        "AI150"
+      ],
+      "scope": "companies",
+      "summary": "SenseLab条款/文档自述Apache2，但GitHub反链为台湾实验室；Space文档Go路径GitHub404，均未取得对齐公开代码。",
+      "evidenceIds": [
+        "SR007F8-SENSE-TERMS",
+        "SR007F8-SENSE-DOCS",
+        "SR007F8-SENSE-GITHUB",
+        "SR007F8-SPACE-DOCS",
+        "SR007F8-SPACE-GITHUB"
+      ],
+      "handling": "保留description，不把声明/安装命令当代码存在或独立效果。正确仓库/许可、模型训练条款与托管授权及Space49场景缓存条件待核；不因错误反链判断产品不存在，不执行安装/代码。"
+    },
+    {
+      "id": "SR007F8-R-SCALEDRIVE",
+      "type": "加速器批次不是成立年份",
+      "company": "scaledrive.ai",
+      "scope": "excluded-candidate",
+      "summary": "独立投资方档案明确2024成立，官网当前业务对应，SR007记录转outside-cohort。",
+      "evidenceIds": [
+        "SR007F8-SCALEDRIVE-SR",
+        "SR007F8-SCALEDRIVE-HOME"
+      ],
+      "handling": "保留原目录和排除证据，不新建2025/2026公司；付费试点/安全宣传与学术旧工作不转成当前财务或技术审计。"
     }
   ],
   "coverage": {
@@ -122351,7 +122892,7 @@
       "sourceId": "S14",
       "url": "https://speedrun.a16z.com/companies",
       "accessedAt": "2026-11-01",
-      "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核；本系列新补读46个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。",
+      "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前61关联（17复用、44本系列新增）、11成立/主体待核（10未读、Alven1已读冲突）、6AI主营待核、1超年（scaledrive2024）；本系列新补读52个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。",
       "complete": false,
       "records": [
         {
@@ -123374,12 +123915,14 @@
           "url": "https://speedrun.a16z.com/companies/scaledriveai",
           "categoryId": "C10",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F8-SCALEDRIVE-SR",
+            "SR007F8-SCALEDRIVE-HOME"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方独立档案明确Founded2024，超2025/2026成立边界，不能以SR007推新成立。官网当前工业机器人AI任务与团队对应；paid pilots、TUV/效率和旧学术研究未独立核，不新建公司或财务观测。"
         },
         {
           "id": "SR007R-C64",
@@ -123387,12 +123930,19 @@
           "url": "https://speedrun.a16z.com/companies/senselab",
           "categoryId": "C03",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F8-SENSE-SR",
+            "SR007F8-SENSE-HOME",
+            "SR007F8-SENSE-BLOG",
+            "SR007F8-SENSE-TERMS",
+            "SR007F8-SENSE-DOCS",
+            "SR007F8-SENSE-GITHUB"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方自报2026成立；独立登记及品牌起点待核；托管登录及SDK/自托管文档，代码反链未与主体对齐，实际付费/效果未核。收费/技术/财务归属见证据。",
+          "companyId": "AI147"
         },
         {
           "id": "SR007R-C65",
@@ -123400,12 +123950,15 @@
           "url": "https://speedrun.a16z.com/companies/sonder",
           "categoryId": "C05",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F8-SONDER-SR",
+            "SR007F8-SONDER-HOME"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方自报2026成立；独立登记及品牌起点待核；投资方自述小模型与内部RL环境；官网403，实际制品/付费交付待核。收费/技术/财务归属见证据。",
+          "companyId": "AI148"
         },
         {
           "id": "SR007R-C66",
@@ -123413,12 +123966,17 @@
           "url": "https://speedrun.a16z.com/companies/sotant",
           "categoryId": "C07",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F8-SOTANT-SR",
+            "SR007F8-SOTANT-HOME",
+            "SR007F8-SOTANT-PRICE",
+            "SR007F8-SOTANT-SERVICE"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方自报2026成立；独立登记及品牌起点待核；官网managed service与客户批准范围，异常/重大后果人工审核，实际付费合同未核。收费/技术/财务归属见证据。",
+          "companyId": "AI149"
         },
         {
           "id": "SR007R-C67",
@@ -123426,12 +123984,19 @@
           "url": "https://speedrun.a16z.com/companies/space",
           "categoryId": "C02",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F8-SPACE-SR",
+            "SR007F8-SPACE-HOME",
+            "SR007F8-SPACE-TERMS",
+            "SR007F8-SPACE-ABOUT",
+            "SR007F8-SPACE-DOCS",
+            "SR007F8-SPACE-GITHUB"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方自报2026成立；独立登记及品牌起点待核；macOS/Linux下载与公开SDK文档，Windows未来；未安装或核性能/付费。收费/技术/财务归属见证据。",
+          "companyId": "AI150"
         },
         {
           "id": "SR007R-C68",
@@ -123439,12 +124004,15 @@
           "url": "https://speedrun.a16z.com/companies/spun-labs",
           "categoryId": "C07",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F8-SPUN-SR",
+            "SR007F8-SPUN-HOME"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方自报2025成立；独立登记及品牌起点待核；官网候补与投资方试点描述分列，具体卡发行/授信与实际付费未核。收费/技术/财务归属见证据。",
+          "companyId": "AI151"
         },
         {
           "id": "SR007R-C69",

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-11-01-sr007-followup-7",
+  "version": "2026-11-01-sr007-followup-8",
   "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": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核。本系列补读46个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。 Othello live/cARR/管线、Parca服务年化、Phyvant客户财务及Orbits当前免费与旧雇主业绩分别保留；Oruk外部英语初步榜单不能外推整体效果。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。",
-      "nextCheck": "先补SR007剩余16条未读独立档案，并继续核Alven主体/品牌及Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。 Oruk精确模型/方法与语音用量成本，Othello主体/品牌起点及live合同净额，Parca专业审核净费/资质，Orbits免费承诺/未来定价及Phyvant实施/异常人工与合同继续缺。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/主体继续核。",
+      "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记61关联（17复用、44本系列新增）、11成立/主体待核（10未读、Alven1已读冲突）、6AI主营待核、1超年（scaledrive2024）。本系列补读52个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。 Othello live/cARR/管线、Parca服务年化、Phyvant客户财务及Orbits当前免费与旧雇主业绩分别保留；Oruk外部英语初步榜单不能外推整体效果。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。 scaledrive明确2024排除；SenseLab/Sonder/Sotant/Space/Spun关联，旧ARR/客户回款/文件财务示例不当本公司收入，源码反链未对齐不升级技术验证。",
+      "nextCheck": "先补SR007剩余10条未读独立档案，并继续核Alven主体/品牌及Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。 Oruk精确模型/方法与语音用量成本，Othello主体/品牌起点及live合同净额，Parca专业审核净费/资质，Orbits免费承诺/未来定价及Phyvant实施/异常人工与合同继续缺。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/主体继续核。 SenseLab正确源码/营销规模和私有训练授权、Sonder产品正文/模型、Sotant净费与人工、Space旧Eden及SDK源码/存储成本、Spun实际发行/手续费合同与资金风险继续缺。",
       "limitation": "来源可读不等于声明已独立验证。",
       "rosterAudit": {
         "url": "https://speedrun.a16z.com/companies",

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-11-01-sr007-followup-7",
+  "sourceVersion": "2026-11-01-sr007-followup-8",
   "asOf": "2026-11-01",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",