Connect evidence-backed business model assessments to company categories
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@@ -2,6 +2,7 @@ import { useEffect, useMemo, useRef, useState } from "react";
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import { useRouter } from "next/router";
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import IncomeDistribution from "./IncomeDistribution";
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import ArrDisclosures from "./ArrDisclosures";
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import BusinessModelAssessment from "./BusinessModelAssessment";
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import {
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categorySummary, evidenceUrl, technicalReviewLabels, reviewCompanyIds, type ResearchEvidence, type ResearchReview, type ResearchSnapshot,
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} from "@/lib/ai-research";
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@@ -56,7 +57,7 @@ export default function AICompanyResearch() {
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: router.isReady && typeof linkedCompany === "string" && data?.companies.some((c) => c.id === linkedCompany)
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? linkedCompany : null;
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function setSelected(id: string | null) { setSelection({ route: router.asPath, id }); }
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const [tab, setTab] = useState<"companies" | "revenue" | "sources" | "reviews">("companies");
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const [tab, setTab] = useState<"companies" | "revenue" | "models" | "sources" | "reviews">("companies");
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const companySection = useRef<HTMLElement>(null);
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const detailSection = useRef<HTMLElement>(null);
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useEffect(() => {
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@@ -128,7 +129,7 @@ export default function AICompanyResearch() {
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<section ref={companySection} className="research-section" aria-labelledby="research-records-title">
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<h2 id="research-records-title">研究数据</h2>
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<div className="research-tabs" role="group" aria-label="研究数据视图">
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{([['companies','公司与产品'],['revenue','收入观测'],['sources','原始证据'],['reviews','核查记录']] as const).map(([id,label]) =>
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{([['companies','公司与产品'],['revenue','收入观测'],['models','商业模式初评'],['sources','原始证据'],['reviews','核查记录']] as const).map(([id,label]) =>
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<button key={id} aria-pressed={tab === id} onClick={() => setTab(id)}>{label}</button>)}
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</div>
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{tab === "companies" && <>
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@@ -153,6 +154,7 @@ export default function AICompanyResearch() {
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{!filtered.length && <p className="research-message">没有匹配公司，请调整筛选条件。</p>}
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{filtered.length > pageSize && <nav className="research-pagination" aria-label="公司数据分页"><button disabled={page === 0} onClick={() => setPage((n) => n - 1)}>上一页</button><span>{page + 1} / {Math.ceil(filtered.length / pageSize)}</span><button disabled={(page + 1) * pageSize >= filtered.length} onClick={() => setPage((n) => n + 1)}>下一页</button></nav>}
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</>}
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{tab === "models" && <BusinessModelAssessment data={data} onSelect={setSelected} onChooseCategory={chooseCategory} />}
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{tab === "revenue" && <>
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<IncomeDistribution data={data} onSelect={setSelected} />
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<ArrDisclosures data={data} onSelect={setSelected} />
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@@ -0,0 +1,32 @@
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import { businessModelReviewType, evidenceUrl, reviewCompanyIds, type ResearchSnapshot } from "@/lib/ai-research";
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export default function BusinessModelAssessment({ data, onSelect, onChooseCategory }: {
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data: ResearchSnapshot; onSelect: (id: string) => void; onChooseCategory: (id: string) => void;
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}) {
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const reviews = data.reviews.filter((review) => review.type === businessModelReviewType && review.scope === "companies");
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const evidence = new Map(data.evidence.map((item) => [item.id, item]));
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return <section aria-labelledby="research-models-title">
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<h3 id="research-models-title">商业模式初评</h3>
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<p>从已核个案提炼收费方式、成本约束与下一步验证条件。已知事实与研究判断分列；同一种收费方式可以跨业务分类，以下个案不能代表整个行业。</p>
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<p className="research-muted">这是基于当前证据的初步评估，不是收入预测或盈利排名。判断能否用于我们的业务，还需用实际客户任务、付费留存与交付成本验证；ARR 或平台 MRR 单独不能证明利润。</p>
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{reviews.length ? <div className="research-table-wrap"><table>
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<caption>收费模式与业务分类、公司明细及原始证据相互关联</caption>
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<thead><tr><th scope="col">模式 / 业务分类</th><th scope="col">已核事实</th><th scope="col">初步判断 / 验证条件</th><th scope="col">参考个案与证据</th></tr></thead>
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<tbody>{reviews.map((review) => {
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const companyIds = new Set(reviewCompanyIds(data, review));
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const companies = data.companies.filter((company) => companyIds.has(company.id));
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const categories = data.categories.filter((category) => companies.some((company) => company.cat === category.id));
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return <tr key={review.id}>
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<td><strong>{review.company}</strong><div>{categories.map((category) => <button key={category.id} onClick={() => onChooseCategory(category.id)}>{category.name}</button>)}</div></td>
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<td>{review.summary}</td><td>{review.handling}</td>
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<td><div>{companies.map((company) => <button key={company.id} className="research-company-name" onClick={() => onSelect(company.id)}>{company.name}</button>)}</div>
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<div>{review.evidenceIds.map((id) => {
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const item = evidence.get(id); const url = item && evidenceUrl(item.url);
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return item && url ? <p key={id}><a href={url} target="_blank" rel="noopener noreferrer">{item.title} ↗</a></p> : null;
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})}</div>
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</td>
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</tr>;
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})}</tbody>
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</table></div> : <p>当前数据版本尚未记录商业模式初评。</p>}
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</section>;
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}
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@@ -1,4 +1,5 @@
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export type ResearchCategory = { id: string; name: string; description: string };
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export const businessModelReviewType = "商业模式初评";
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export const technicalReviewLabels = {
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unreviewed: "技术证据尚未专项评审",
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description: "已读技术自述",
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@@ -8,7 +8,7 @@ import coverageAudit from "../../../content/research/ai-companies.coverage.json"
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import incomeReference from "../../../content/research/ai-income-analysis.json";
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import { readResearchSnapshot } from "../src/lib/ai-research-store";
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import { openSiteDatabase } from "../src/lib/site-database";
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import { categorySummary, evidenceUrl, reviewCompanyIds, validateResearch, type ResearchSnapshot } from "../src/lib/ai-research";
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import { businessModelReviewType, categorySummary, evidenceUrl, reviewCompanyIds, validateResearch, type ResearchSnapshot } from "../src/lib/ai-research";
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import { consumeCode, initializeStore } from "../src/lib/auth-store";
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import { newAuthConfig } from "../src/lib/auth";
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import { arrDisclosureCoverage, arrDisclosures, arrFieldGaps, compareIncomeGroups, describeIncome, groupIncome, platformIncomeSample } from "../src/lib/research-statistics";
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@@ -126,6 +126,11 @@ test("research revisions share the authentication database and preserve replay l
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assert.equal(initial.companies.length, 1199);
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assert.equal(initial.evidence.length, 4667);
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assert.equal(initial.observations.length, 453);
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const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
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assert.equal(businessReviews.length, 4);
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assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
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.sort((a, b) => a.id.localeCompare(b.id)),
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"business model assessments and company/evidence links persist in the shared database");
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assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
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assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
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assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records");
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@@ -164,7 +169,7 @@ test("research validation rejects broken evidence and unsafe source links", () =
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test("reviews link explicit companies without turning global or excluded cases into companies", () => {
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const snapshot = structuredClone(seed) as ResearchSnapshot;
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 210);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 214);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 143);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 46);
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const review = snapshot.reviews.find((r) => r.id === "R4")!;
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@@ -1,5 +1,5 @@
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{
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"version": "2026-10-31-duix-ez-entity-1",
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"version": "2026-10-31-business-models-1",
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"asOf": "2026-10-31",
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"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。",
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"limitations": [
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@@ -104997,6 +104997,72 @@
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"ENTITY2-EZ-PRIVACY"
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],
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"handling": "保持候选待核，不把共同创始人/产品更名代法律沿革。MRR增长无金额/截至日不作财务观测，终身/赠送不年化ARR；7/30日退款可能方案/版本不同，待核不判造假，旧NewOaks收入不转移。"
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},
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{
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"id": "MODEL1-APP-CREDITS",
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"type": "商业模式初评",
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"company": "应用订阅＋消耗额度",
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"companyIds": [
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"AI056",
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"AI105",
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"AI107"
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],
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"scope": "companies",
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"summary": "已核事实：Base44以消息/集成额度分档，StoreClaw有订阅及充值，ChartGen另有日票/免费和购买积分。价表说明收费设计，未证明这些公司的付费留存或单位交付利润；免费/赠送与订阅收入分开。",
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"evidenceIds": [
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"ARRCHECK2-BASE-PRICE",
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"PHALL26-STORE-PRICE",
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"ADA1-BILLING"
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],
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"handling": "待验证判断：若客户持续重复同类任务，基础订阅可覆盖持续服务，消耗额度可约束重度使用成本。我们的试验应逐任务记录退款后实收、模型/工具/托管/人工支持成本、失败重试和30/90日付费留存；同时比较少量高消耗账户。只有净贡献与留存同时支持才扩大，不能用注册用户乘标价推ARR；年付现金、积分充值与当期收入需分。"
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},
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{
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"id": "MODEL1-MARKETING",
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"type": "商业模式初评",
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"company": "面向营销团队的持续监测订阅",
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"companyIds": [
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"AI055"
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],
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"scope": "companies",
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"summary": "已核事实：Peec按提示词、模型和项目分档，席位不限，提供不同API权限及Agent额度；公司发布客户和ARR声明，但客户总数未证全部付费，两个下界不能推出精确单客收入。",
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"evidenceIds": [
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"PEEC-PRICE",
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"ARRCHECK2-PEEC-API",
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"SACRA1-PEEC-ORIGINAL"
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],
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"handling": "待验证判断：若客户在每个周期都要监测并据结果采取行动，持续工作流可能支持续费。我们的验证应比较无工具时的基线、客户实际行动/复用频率、付费续费及扩张、数据采集和人工解释成本；区分品牌直客与代理分销。不把可见度提升自动归因于销售收入，也不据一个增长案例认定整个营销领域更优。"
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},
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{
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"id": "MODEL1-GATEWAY",
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"type": "商业模式初评",
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"company": "模型网关：用量、平台费与订阅并存",
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"companyIds": [
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"MR017"
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],
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"scope": "companies",
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"summary": "已核事实：LLM Gateway的API有用量和平台费、BYOK及企业安排，另有DevPass/Lounge订阅。现价不是历史收入拆分证据；平台MRR为历史快照且连接过期，不能当当前纯SaaS净收入。",
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"evidenceIds": [
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"MR2-LLM-PRICE",
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"MR2-LLM-TERMS",
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"MR2-LLM-WEB"
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],
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"handling": "待验证判断：若客户愿为路由、治理或可靠性支付独立服务费，才可能有区别于模型成本转售的价值。我们的验证需把充值、供应商成本、实际使用、平台净费和订阅分账，测量每付费项目的留存/净贡献、故障及支持成本；只按合同可持续服务部分评价经常性。一个平台产品不能代表基础设施行业均值。"
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},
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{
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"id": "MODEL1-WORLD-API",
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"type": "商业模式初评",
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"company": "自研模型：研究产物到商业API",
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"companyIds": [
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"AI106"
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],
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"scope": "companies",
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"summary": "已核事实：General Intuition有MIRA公开代码，官网称少量合作方接入商业API，未取得价格/付费合同。营销网站条款与Medal旧服务分离，融资及旧平台数据/用户不作新公司收入，代码未独立运行。",
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"evidenceIds": [
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"SACRA1-GI-HOME",
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"SACRA1-GI-CODE",
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"SACRA1-GI-TERMS"
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],
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"handling": "待验证判断：只有客户任务的独立质量收益能覆盖训练、数据许可、推理和支持成本，自研模型才构成可评估的商业路线。我们的下一步应先建立任务基线和可重复评估，再核付费试点的预算/采购周期、数据权利、训练摊销和单位推理成本；技术代码、合作标志与融资都不能代付费需求。当前证据不足以比较此路线与订阅应用的财务回报。"
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}
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],
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"coverage": {
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@@ -1,5 +1,5 @@
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{
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"version": "2026-10-31-duix-ez-entity-1",
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"version": "2026-10-31-business-models-1",
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"scopeConfirmedAt": "2026-10-30",
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"acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
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"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。",
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@@ -1,5 +1,5 @@
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{
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"sourceVersion": "2026-10-31-duix-ez-entity-1",
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"sourceVersion": "2026-10-31-business-models-1",
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"asOf": "2026-10-31",
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"metric": "platform-mrr-usd",
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"sampleUnit": "product-or-business",
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