From 5b31fa5b77437706ce09d5c0b4280143b739390d Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 00:00:35 +0800 Subject: [PATCH] Connect evidence-backed business model assessments to company categories --- .../docs/src/components/AICompanyResearch.tsx | 6 +- .../components/BusinessModelAssessment.tsx | 32 +++++++++ apps/docs/src/lib/ai-research.ts | 1 + apps/docs/tests/research.test.ts | 9 ++- content/research/ai-companies.seed.json | 68 ++++++++++++++++++- content/research/ai-companies.sources.json | 2 +- content/research/ai-income-analysis.json | 2 +- 7 files changed, 113 insertions(+), 7 deletions(-) create mode 100644 apps/docs/src/components/BusinessModelAssessment.tsx diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index bfa40e9..45fd7d3 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -2,6 +2,7 @@ import { useEffect, useMemo, useRef, useState } from "react"; import { useRouter } from "next/router"; import IncomeDistribution from "./IncomeDistribution"; import ArrDisclosures from "./ArrDisclosures"; +import BusinessModelAssessment from "./BusinessModelAssessment"; import { categorySummary, evidenceUrl, technicalReviewLabels, reviewCompanyIds, type ResearchEvidence, type ResearchReview, type ResearchSnapshot, } from "@/lib/ai-research"; @@ -56,7 +57,7 @@ export default function AICompanyResearch() { : router.isReady && typeof linkedCompany === "string" && data?.companies.some((c) => c.id === linkedCompany) ? linkedCompany : null; function setSelected(id: string | null) { setSelection({ route: router.asPath, id }); } - const [tab, setTab] = useState<"companies" | "revenue" | "sources" | "reviews">("companies"); + const [tab, setTab] = useState<"companies" | "revenue" | "models" | "sources" | "reviews">("companies"); const companySection = useRef(null); const detailSection = useRef(null); useEffect(() => { @@ -128,7 +129,7 @@ export default function AICompanyResearch() {

研究数据

- {([['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]) => + {([['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]) => )}
{tab === "companies" && <> @@ -153,6 +154,7 @@ export default function AICompanyResearch() { {!filtered.length &&

没有匹配公司，请调整筛选条件。

} {filtered.length > pageSize && } } + {tab === "models" && } {tab === "revenue" && <> diff --git a/apps/docs/src/components/BusinessModelAssessment.tsx b/apps/docs/src/components/BusinessModelAssessment.tsx new file mode 100644 index 0000000..6ec05d8 --- /dev/null +++ b/apps/docs/src/components/BusinessModelAssessment.tsx @@ -0,0 +1,32 @@ +import { businessModelReviewType, evidenceUrl, reviewCompanyIds, type ResearchSnapshot } from "@/lib/ai-research"; + +export default function BusinessModelAssessment({ data, onSelect, onChooseCategory }: { + data: ResearchSnapshot; onSelect: (id: string) => void; onChooseCategory: (id: string) => void; +}) { + const reviews = data.reviews.filter((review) => review.type === businessModelReviewType && review.scope === "companies"); + const evidence = new Map(data.evidence.map((item) => [item.id, item])); + return
+

商业模式初评

+

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。

+

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。

+ {reviews.length ?
+ + + {reviews.map((review) => { + const companyIds = new Set(reviewCompanyIds(data, review)); + const companies = data.companies.filter((company) => companyIds.has(company.id)); + const categories = data.categories.filter((category) => companies.some((company) => company.cat === category.id)); + return + + + + ; + })} +
收费模式与业务分类、公司明细及原始证据相互关联
模式 / 业务分类已核事实初步判断 / 验证条件参考个案与证据
{review.company}
{categories.map((category) => )}
{review.summary}{review.handling}
{companies.map((company) => )}
+
{review.evidenceIds.map((id) => { + const item = evidence.get(id); const url = item && evidenceUrl(item.url); + return item && url ?

{item.title} ↗

: null; + })}
+
:

当前数据版本尚未记录商业模式初评。

} +
; +} diff --git a/apps/docs/src/lib/ai-research.ts b/apps/docs/src/lib/ai-research.ts index d37cef0..0bd777c 100644 --- a/apps/docs/src/lib/ai-research.ts +++ b/apps/docs/src/lib/ai-research.ts @@ -1,4 +1,5 @@ export type ResearchCategory = { id: string; name: string; description: string }; +export const businessModelReviewType = "商业模式初评"; export const technicalReviewLabels = { unreviewed: "技术证据尚未专项评审", description: "已读技术自述", diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 6a798eb..a08a777 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -8,7 +8,7 @@ import coverageAudit from "../../../content/research/ai-companies.coverage.json" import incomeReference from "../../../content/research/ai-income-analysis.json"; import { readResearchSnapshot } from "../src/lib/ai-research-store"; import { openSiteDatabase } from "../src/lib/site-database"; -import { categorySummary, evidenceUrl, reviewCompanyIds, validateResearch, type ResearchSnapshot } from "../src/lib/ai-research"; +import { businessModelReviewType, categorySummary, evidenceUrl, reviewCompanyIds, validateResearch, type ResearchSnapshot } from "../src/lib/ai-research"; import { consumeCode, initializeStore } from "../src/lib/auth-store"; import { newAuthConfig } from "../src/lib/auth"; import { arrDisclosureCoverage, arrDisclosures, arrFieldGaps, compareIncomeGroups, describeIncome, groupIncome, platformIncomeSample } from "../src/lib/research-statistics"; @@ -126,6 +126,11 @@ test("research revisions share the authentication database and preserve replay l assert.equal(initial.companies.length, 1199); assert.equal(initial.evidence.length, 4667); assert.equal(initial.observations.length, 453); + const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); + assert.equal(businessReviews.length, 4); + assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) + .sort((a, b) => a.id.localeCompare(b.id)), + "business model assessments and company/evidence links persist in the shared database"); 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"); @@ -164,7 +169,7 @@ 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, 210); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 214); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 143); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 46); 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 afd48ad..a71eb3a 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-duix-ez-entity-1", + "version": "2026-10-31-business-models-1", "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": [ @@ -104997,6 +104997,72 @@ "ENTITY2-EZ-PRIVACY" ], "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。" + }, + { + "id": "MODEL1-APP-CREDITS", + "type": "商业模式初评", + "company": "应用订阅＋消耗额度", + "companyIds": [ + "AI056", + "AI105", + "AI107" + ], + "scope": "companies", + "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。", + "evidenceIds": [ + "ARRCHECK2-BASE-PRICE", + "PHALL26-STORE-PRICE", + "ADA1-BILLING" + ], + "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。" + }, + { + "id": "MODEL1-MARKETING", + "type": "商业模式初评", + "company": "面向营销团队的持续监测订阅", + "companyIds": [ + "AI055" + ], + "scope": "companies", + "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。", + "evidenceIds": [ + "PEEC-PRICE", + "ARRCHECK2-PEEC-API", + "SACRA1-PEEC-ORIGINAL" + ], + "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。" + }, + { + "id": "MODEL1-GATEWAY", + "type": "商业模式初评", + "company": "模型网关：用量、平台费与订阅并存", + "companyIds": [ + "MR017" + ], + "scope": "companies", + "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。", + "evidenceIds": [ + "MR2-LLM-PRICE", + "MR2-LLM-TERMS", + "MR2-LLM-WEB" + ], + "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。" + }, + { + "id": "MODEL1-WORLD-API", + "type": "商业模式初评", + "company": "自研模型：研究产物到商业API", + "companyIds": [ + "AI106" + ], + "scope": "companies", + "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。", + "evidenceIds": [ + "SACRA1-GI-HOME", + "SACRA1-GI-CODE", + "SACRA1-GI-TERMS" + ], + "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。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 6456e69..1bb2d85 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-duix-ez-entity-1", + "version": "2026-10-31-business-models-1", "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。", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 2c523d0..ce5846a 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-duix-ez-entity-1", + "sourceVersion": "2026-10-31-business-models-1", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",