From 5c2d9fd06cd67fc85dd3ef5abfc793b916c432ac Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 03:13:45 +0800 Subject: [PATCH] Complete remaining tag review and distinguish intent from revenue --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 14 +- content/research/ai-companies.seed.json | 1135 +++++++++++++++++--- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1003 insertions(+), 156 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index fd9386a..aad401c 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1898); - assert.equal(research.observations.length, 243); + assert.equal(research.evidence.length, 1943); + assert.equal(research.observations.length, 253); 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 291363a..bce960a 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,8 +24,8 @@ 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, 1051); - assert.equal(initial.evidence.length, 1898); - assert.equal(initial.observations.length, 243); + assert.equal(initial.evidence.length, 1943); + assert.equal(initial.observations.length, 253); 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"); @@ -64,7 +64,7 @@ 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, 119); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 123); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -86,10 +86,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); assert.equal(summary.reduce((n, c) => n + c.count, 0), 1051); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 44); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 45); 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), 986); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 985); 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")); @@ -101,8 +101,8 @@ 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, 61); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 10); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 63); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 11); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 1d8ae8b..5155335 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-other-tags-1", + "version": "2026-10-31-other-tags-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": [ @@ -20806,27 +20806,43 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：agents for the rest of us", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以手机持续语音上下文提供个人AI伙伴和日常辅助。", + "buyer": "个人消费者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "保留个人应用，现Samantha订阅与YC旧early access/iPhone描述分期，官网另称Android可用未实测。项链一美元可退预约、未来499及2027交付是另一产品，不当订阅收入；音频转录临时副本删除不等账号录音/文本不存云。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "price": "官网标3日试用、原文$25/月首12次后50/月，另有today付款/7日退款文案，结账待核；项链$1可退预约、未来499及2027交付不等订阅收入，币种待核", + "stage": "现有试用/订阅宣传、政策仍述小组早期测试；实际平台与收费范围待核，项链预计2027另列", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32121" + "YC-E-32121", + "OTHERTAG2-CAT-YC32121", + "OTHERTAG2-MOON-HOME", + "OTHERTAG2-MOON-PRIVACY" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核其余原标签池：以手机持续语音上下文提供个人AI伙伴和日常辅助。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Consumer", "Productivity", "AI", "AI Assistant" - ] + ], + "businessModel": "个人伙伴订阅加可选实体配件；转录、模型、存储及硬件费用待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "目录与官网及公开材料对应，法律注册/签约/财务主体未独立核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "仅核当前订阅/设备文案及2026-10-28厂商数据政策，临时转录与云录音/文本备份、第三方模型和不同删除范围分开；未验证代码/数据路径/删除或实际体验。", + "evidenceIds": [ + "OTHERTAG2-CAT-YC32121", + "OTHERTAG2-MOON-HOME", + "OTHERTAG2-MOON-PRIVACY" + ] + } }, { "id": "YC32122", @@ -21525,27 +21541,30 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Air Defense as a Service for Civilian Infrastructure.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为民用关键基础设施提供反无人机实体防护服务。", + "buyer": "数据中心、机场及能源等基础设施运营者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "保留实体系统，Air Defense as a Service不是纯软件毛利证明。目录180M以上USD signed LOI为意向书，非已实现收入/ARR，其他公司损失与旧产品报价不是本公司收入；交付成熟度及合同约束未核。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32188" + "YC-E-32188", + "OTHERTAG2-CAT-YC32188", + "OTHERTAG2-IMPACT-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：为民用关键基础设施提供反无人机实体防护服务。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Hardware", "Drones", "Swarm Robotics", "AI" - ] + ], + "businessModel": "实体防护服务；硬件、监控、补充、更换与部署费用待拆" }, { "id": "YC32189", @@ -21744,32 +21763,35 @@ "id": "YC32197", "name": "Evident Machines", "url": "https://www.ycombinator.com/companies/evident-machines", - "cat": "C10", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Real-world benchmarks for electrical engineering", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "把真实电气工程研究项目变成AI模型评估基准。", + "buyer": "前沿模型实验室及工程AI研发团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从机器人移模型设施。真实物理实验是评估手段，不等卖自有机器人；官网工具不可读，基准具体任务/独立性、公开可复现材料及收费待核，不凭benchmarks词认定已独立验证。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32197" + "YC-E-32197", + "OTHERTAG2-CAT-YC32197", + "OTHERTAG2-EVIDENT-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：把真实电气工程研究项目变成AI模型评估基准。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Hardware", "Machine Learning", "Robotics", "Electronics", "AI" - ] + ], + "businessModel": "模型评估/训练数据设施；计算、仿真、实体实验及定制服务费待拆" }, { "id": "YC32198", @@ -21867,25 +21889,28 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：voice AI agents that learn how your company actually works", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以语音代理处理企业订单、客户服务和催收并连接业务系统。", + "buyer": "呼叫中心、客户服务及收入运营团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "保留客户运营。当前跨行业运营系统不是单独语音模型售卖；官网客户回款/订单示例非Dialogus营收，ISO27001仍underway，SOC2未读报告；生产电话数和厂商自测非独立能力验证。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32202" + "YC-E-32202", + "OTHERTAG2-CAT-YC32202", + "OTHERTAG2-DIALOG-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：以语音代理处理企业订单、客户服务和催收并连接业务系统。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "B2B", "Customer Support" - ] + ], + "businessModel": "语音客户运营软件/服务；通话、模型、工具接入及人工升级费待拆" }, { "id": "YC32204", @@ -21919,29 +21944,33 @@ "id": "YC32205", "name": "Mochi", "url": "https://www.ycombinator.com/companies/mochi", - "cat": "C09", + "cat": "C08", "year": 2025, "team": 5, "location": "Los Angeles, CA", - "business": "公司简介：Watch and create anime", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "供用户观看和创作AI短篇动漫，并以代币或订阅解锁。", + "buyer": "动漫观众与创作者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从个人通用应用移内容创意。300M社交播放、100K用户与20K创作者为不同采用指标，非订阅数/营收；200K/月属于创始人旧游戏，不归Mochi。代币一次性消费与经常性订阅/未来创作者分成待拆。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32205" + "YC-E-32205", + "OTHERTAG2-CAT-YC32205", + "OTHERTAG2-MOCHI-HOME", + "OTHERTAG2-MOCHI-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：供用户观看和创作AI短篇动漫，并以代币或订阅解锁。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Consumer", "AI" - ] + ], + "businessModel": "消费动漫媒体/创作平台；代币、订阅、内容制作及模型成本分开" }, { "id": "YC32206", @@ -22189,32 +22218,35 @@ "id": "YC32229", "name": "Confetti", "url": "https://www.ycombinator.com/companies/confetti", - "cat": "C08", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Build hardware projects using plain-English prompts", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从自然语言设计硬件、选元件、写固件并对接外部制造。", + "buyer": "个人创客及硬件设计者，专业团队范围待核", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从创意初分移工程专业软件，买家含个人，仍有跨类边界。外部print farm制造/配送不等自有产线或机器人销售；官网仅打开工作区，未执行设计/下单，交付准确性、责任与收费未知。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32229" + "YC-E-32229", + "OTHERTAG2-CAT-YC32229", + "OTHERTAG2-CONFETTI-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：从自然语言设计硬件、选元件、写固件并对接外部制造。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Hardware", "Design", "3D Printing", "Personalization", "AI" - ] + ], + "businessModel": "硬件工程设计平台暂分类；CAD、固件、元件采购和外部打印履约费待拆" }, { "id": "YC32230", @@ -22749,30 +22781,33 @@ "id": "YC32550", "name": "Audora", "url": "https://www.ycombinator.com/companies/audora", - "cat": "C09", + "cat": "C08", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Audiobooks where every character has their own voice.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将书或故事转换为每个角色不同声音的有声内容。", + "buyer": "读者、同人及故事创作者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从个人通用应用移内容创作。角色语音分配/一致性为公司描述，非自研音频基础模型证明；官网403，当前价格、授权范围、付费及能力未核，无法访问不等已停止或零营收。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32550" + "YC-E-32550", + "OTHERTAG2-CAT-YC32550", + "OTHERTAG2-AUDORA-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：将书或故事转换为每个角色不同声音的有声内容。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Generative AI", "Consumer", "Entertainment" - ] + ], + "businessModel": "有声内容生成；语音/模型、版权、流式生成及订阅/用量费待拆" }, { "id": "YC32551", @@ -23296,27 +23331,30 @@ "year": 2026, "team": 5, "location": "Boston", - "business": "公司简介：Metal manufacturing, faster, cheaper, and more versatile.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以新制造工艺和物理AI控制生产复杂金属部件。", + "buyer": "航空航天、能源及计算等工业买家", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "保留实体产业。15倍和75%低成本为厂商与特定替代工艺对比，无独立完整基准；不是已核软件订阅毛利，前公司DOE资助/团队科研非自身收入，产能和质量认证仍待核。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32750" + "YC-E-32750", + "OTHERTAG2-CAT-YC32750", + "OTHERTAG2-ULTRA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：以新制造工艺和物理AI控制生产复杂金属部件。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Hard Tech", "Hardware", "Robotics", "Manufacturing" - ] + ], + "businessModel": "实体制造；设备、原料、良率、产能、质检与加工合同费待拆" }, { "id": "YC32751", @@ -23350,32 +23388,35 @@ "id": "YC32752", "name": "Moving Atoms", "url": "https://www.ycombinator.com/companies/moving-atoms", - "cat": "C10", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Scan to 3D Model", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将既有建筑或工厂扫描转成可编辑BIM与仿真场景。", + "buyer": "建筑、工程、工厂和设施管理团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "按现官网从机器人移行业应用，YC旧Atom1动作条件模型与当前Scan to BIM分期。48小时/98.7%在25mm内为特定样例自述，不等所有扫描精度或通用机器人训练水平；软件文件/模拟世界不是实体销量。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "官网按扫描项目范围商议报价；48小时交付与不同格式/质检范围、软件/服务成本待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32752" + "YC-E-32752", + "OTHERTAG2-CAT-YC32752", + "OTHERTAG2-MOVING-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：将既有建筑或工厂扫描转成可编辑BIM与仿真场景。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Hard Tech", "Robotics", "Virtual Reality", "Data Labeling", "AI" - ] + ], + "businessModel": "扫描转BIM专业软件/服务；项目范围报价、数据处理及人工质检费待拆" }, { "id": "YC32781", @@ -23385,26 +23426,32 @@ "year": 2026, "team": 30, "location": "San Francisco", - "business": "公司简介：Mass-produced AI strike systems and Counter-UAS", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供实体防务系统及分布式生产相关产品。", + "buyer": "防务采购及制造合作方", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "保留实体产业，仅研究业务与财务。2026-09-10自述10M收入未给期间/经常性；350M pipeline、创始人前Terminal Autonomy60M收入分别排除。本轮未核政府合同/审计，官网产能目标非当前销量，也不把厂商成熟度自述当独立技术评测。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32781" + "YC-E-32781", + "OTHERTAG2-CAT-YC32781", + "OTHERTAG2-ISENGARD-HOME", + "OTHERTAG2-ISENGARD-LAUNCH" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核其余原标签池：提供实体防务系统及分布式生产相关产品。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Swarm Robotics", "Unmanned Vehicle", "AI" - ] + ], + "businessModel": "实体制造/产品及生产服务；硬件、许可、产线和支持费用待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "YC与官网/发布对应，前Terminal Autonomy收入分开；精确注册/合同财务主体、合并范围和确认期间未独立核。" }, { "id": "YC32782", @@ -24477,32 +24524,56 @@ "id": "YC33279", "name": "Hebbian Robotics", "url": "https://www.ycombinator.com/companies/hebbian-robotics", - "cat": "C10", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Foundational infrastructure for Physical AI", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供物理AI数据的检索、质量分析及处理基础设施。", + "buyer": "物理AI数据提供者和模型训练团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从机器人移模型数据设施，旧机器人微调实验非在卖成套清洁机器人。HFlow开源SDK与商业API/托管分开；小CPU开发分数不等保留集、真实标签准确率或生产可靠性，未运行/连接机器人。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33279" + "YC-E-33279", + "OTHERTAG2-CAT-YC33279", + "OTHERTAG2-HEBB-HOME", + "OTHERTAG2-HEBB-AUTORESEARCH", + "OTHERTAG2-HEBB-PI05", + "OTHERTAG2-HEBB-REPO", + "OTHERTAG2-HEBB-LICENSE", + "OTHERTAG2-HEBB-EXAMPLE" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核其余原标签池：提供物理AI数据的检索、质量分析及处理基础设施。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Robotics", "Data Science", "Data Engineering", "AI", "Databases" - ] + ], + "businessModel": "机器人数据工具/API；存储、处理、分析、托管及支持费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "目录与官网及公开材料对应，法律注册/签约/财务主体未独立核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "HFlow目录、根Apache2及固定commit示例README可读，厂商CPU开发/短试验/集成检查与保留集、教师标签/独立真实标签分开；未运行、读全部源码/模型/数据或验证机器人。", + "evidenceIds": [ + "OTHERTAG2-CAT-YC33279", + "OTHERTAG2-HEBB-HOME", + "OTHERTAG2-HEBB-AUTORESEARCH", + "OTHERTAG2-HEBB-PI05", + "OTHERTAG2-HEBB-REPO", + "OTHERTAG2-HEBB-LICENSE", + "OTHERTAG2-HEBB-EXAMPLE" + ] + } }, { "id": "YC33282", @@ -25506,30 +25577,34 @@ "id": "YC34761", "name": "Veeza AI", "url": "https://www.ycombinator.com/companies/veeza-ai", - "cat": "C09", + "cat": "C07", "year": 2026, "team": 2, "location": null, - "business": "公司简介：AI tourist visa agent for people with weak passports.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以AI准备旅游签证资料、预约并由人工专家审核。", + "buyer": "旅游签证申请人及旅行社/B2B2C渠道", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从个人通用应用移专业签证服务，申请人仍是个人。7000用户未证付费；官网表明资料准备后收费、人工审核且仅文书套餐可能自行预约，不能当全自动保证获签。页面EGP/原文$及总额/明细展示不一致留待核价，不因此推造假。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "按目的地/每人一次性套餐，文书/全服务范围及专家审核不同，政府/中心费用分开；同页总价和明细/币种部分不一致，须核合同", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-34761" + "YC-E-34761", + "OTHERTAG2-CAT-YC34761", + "OTHERTAG2-VEEZA-HOME", + "OTHERTAG2-VEEZA-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：以AI准备旅游签证资料、预约并由人工专家审核。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "AIOps", "Consumer", "AI" - ] + ], + "businessModel": "签证专业服务；按人/目的地一次性套餐，专家、预约与政府费分开" }, { "id": "YC34794", @@ -26644,30 +26719,34 @@ "id": "YC35587", "name": "Ploid", "url": "https://www.ycombinator.com/companies/ploid", - "cat": "C06", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The people data company for the agent era", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以API、CLI及MCP检索、补全并关联人员资料。", + "buyer": "围绕人群数据构建产品/Agent的开发及数据团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从客户运营移Agent数据设施，销售/招聘是下游用途。二十亿索引对象不是用户/客户，未核去重、覆盖/权利或新鲜度；公司logo不等付费，月费与超量/定制拆分，不请求任何个人资料。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "工作区原文$200/月含1000credits、超量0.20；600/月含4000、超量0.15；共享额度/Custom另议，币种待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35587" + "YC-E-35587", + "OTHERTAG2-CAT-YC35587", + "OTHERTAG2-PLOID-HOME", + "OTHERTAG2-PLOID-PRICE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：以API、CLI及MCP检索、补全并关联人员资料。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Sales", "API", "AI" - ] + ], + "businessModel": "Agent数据连接设施；工作区月费加共享额度与超量费，定制另议" }, { "id": "YC35652", @@ -27183,30 +27262,33 @@ "id": "YC36213", "name": "Yam", "url": "https://www.ycombinator.com/companies/yam", - "cat": "C08", + "cat": "C09", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：AI-powered dating sims for women", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "让个人游玩或创建AI角色恋爱与互动故事。", + "buyer": "个人互动叙事及恋爱模拟玩家", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从创意工具移个人游戏；创建游戏是消费者功能，非企业创意软件证据。3小时每DAU是自述，无样本/期间，玩法/播放数非付费；20千Yam活动奖为虚拟额度非美元或收入，角色授权未核。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36213" + "YC-E-36213", + "OTHERTAG2-CAT-YC36213", + "OTHERTAG2-YAM-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：让个人游玩或创建AI角色恋爱与互动故事。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Generative AI", "Gaming", "Creator Economy" - ] + ], + "businessModel": "消费互动游戏；模型、虚拟额度、订阅及创作者分成待拆" }, { "id": "YC36279", @@ -27291,26 +27373,30 @@ "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Actuators for Physical AI", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "制造可直接感受负载力矩的机器人执行器。", + "buyer": "机器人及训练硬件团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "保留实体部件。发布60000以上unit是需求请求/预订而非已付费销量，官网2027年1月生产、发布2月样品待实证。增加10至15%成本和触觉能力为厂商自述，未来人形整机愿景与当前部件分开。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "price": "当前只见预订请求表单，需后续确认细节；单价、押金/合同与真实发货未知，不能用6万需求推收入", + "stage": "预订需求与未来生产阶段；官网2027年1月生产、发布2月样品，实际付款/交付待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36346" + "YC-E-36346", + "OTHERTAG2-CAT-YC36346", + "OTHERTAG2-SILICA-HOME", + "OTHERTAG2-SILICA-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：制造可直接感受负载力矩的机器人执行器。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Hardware", "Robotics", "Manufacturing" - ] + ], + "businessModel": "实体机器人部件；制造、传感、交付、质保和集成费待拆" }, { "id": "YC36347", @@ -27344,30 +27430,33 @@ "id": "YC36348", "name": "antimattr", "url": "https://www.ycombinator.com/companies/antimattr", - "cat": "C09", + "cat": "C10", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：voice-first hardware interface for human-agent interaction", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以指环和耳机采集语音、隔离噪声并控制个人代理。", + "buyer": "个人消费者及知识工作者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从纯个人软件移实体设备。当前Project Mnemosyne标Q4-2026揭幕和early access预约，未核量产发货；首12个月不限使用不是永远免费或实际收入，四倍输入/完全隔音未独立测。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "price": "官网early access预约、首12月不限使用；价款/押金、发货及未来订阅未核", + "stage": "官网Q4-2026揭幕及early access预约，量产/发货和付费留存待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36348" + "YC-E-36348", + "OTHERTAG2-CAT-YC36348", + "OTHERTAG2-ANTI-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：以指环和耳机采集语音、隔离噪声并控制个人代理。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Hardware", "Consumer", "AI" - ] + ], + "businessModel": "消费实体语音接口；硬件、语音服务及后续用量/订阅待拆" }, { "id": "YC36378", @@ -27402,32 +27491,35 @@ "id": "YC36510", "name": "Preload", "url": "https://www.ycombinator.com/companies/preload", - "cat": "C10", + "cat": "C02", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Sensorimotor context for physical AI", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "构建传感采集硬件栈以收集物理AI多模态训练数据。", + "buyer": "物理AI及机器人训练团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、财务及能力待独立核。", + "notes": "从机器人移模型数据设施，当前自述仍在设计迭代ego/触觉/EMG采集栈；是否对外卖设备或数据未核，不把外科探索当医疗产品/获批。官网不可读，收入/交付留缺，创始人前雇主不归本公司规模。 原始发现、成立及团队快照保留，主营复核不等完整财务/技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36510" + "YC-E-36510", + "OTHERTAG2-CAT-YC36510", + "OTHERTAG2-PRELOAD-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核其余原标签池：构建传感采集硬件栈以收集物理AI多模态训练数据。 按现买家与交付区分实体、模型数据、Agent设施、行业、内容及个人应用；混合和资料缺项保留。", "directoryTags": [ "Neurotechnology", "Robotics", "Robotic Surgery", "B2B", "AI" - ] + ], + "businessModel": "训练数据/采集设施暂分类；设备、采集、数据交付及定制研究费用待拆" }, { "id": "YC36576", @@ -34688,6 +34780,156 @@ "reason": "个人学术奖学金金额与公司收入无关，不进入财务比较", "evidence": "OTHERTAG1-CAT-YC31301", "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-ISEN-REVENUE", + "company": "YC32781", + "name": "Isengard Industries Inc", + "kind": "公司发布自述收入", + "value": 10000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-09-10发布，财务起止期及截止日未给", + "scope": "Isengard业务自述，确认主体和净额范围未核", + "selection": "historical", + "reason": "未注明期间和经常性，不能当ARR或当访问日收入；未独立审计，排除平台同期图", + "evidence": "OTHERTAG2-ISENGARD-LAUNCH", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-ISEN-PIPELINE", + "company": "YC32781", + "name": "Isengard Industries Inc", + "kind": "销售管线金额", + "value": 350000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-09-10发布，预计成交与履约期未给", + "scope": "Isengard潜在机会pipeline，非确认收入", + "selection": "excluded", + "reason": "销售管线不证明签约、交付或回款，不进入ARR分布", + "evidence": "OTHERTAG2-ISENGARD-LAUNCH", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-ISEN-FORMER", + "company": "YC32781", + "name": "Isengard Industries Inc", + "kind": "前公司Terminal Autonomy收入", + "value": 60000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-09-10发布回顾，前公司财务期未给", + "scope": "创始人前业务，非Isengard", + "selection": "excluded", + "reason": "前公司收入不能转入当前公司，未核关系与确认范围", + "evidence": "OTHERTAG2-ISENGARD-LAUNCH", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-IMPACT-LOI", + "company": "YC32188", + "name": "IMPACT Drones", + "kind": "已签意向书金额", + "value": 180000000, + "bound": ">=", + "unit": "USD", + "timing": "2026-10-31读取YC现简介，LOI签署/履约期未给", + "scope": "IMPACT意向金额，非已确认收入", + "selection": "excluded", + "reason": "意向书是否有约束、价格条件和转单未知，不能当合同ARR或实际营收", + "evidence": "OTHERTAG2-CAT-YC32188", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-MOCHI-FORMER", + "company": "YC32205", + "name": "Mochi", + "kind": "创始人旧游戏月收入", + "value": 200000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-08-14发布回顾，旧业务统计月未给", + "scope": "创始人旧游戏业务，非Mochi", + "selection": "excluded", + "reason": "旧游戏每月收入不归当前动漫平台，不乘12当本公司ARR", + "evidence": "OTHERTAG2-MOCHI-LAUNCH", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-SILICA-REQUEST", + "company": "YC36346", + "name": "Silica", + "kind": "客户请求执行器单位", + "value": 60000, + "bound": ">", + "unit": "个单位", + "timing": "2026-10-28发布称预订开启首月，准确期间未给", + "scope": "请求/意向需求，非已付/已交付销量", + "selection": "adoption", + "reason": "请求数与约束订单/发货不同，不按标价估已实现收入", + "evidence": "OTHERTAG2-SILICA-LAUNCH", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-VEEZA-USERS", + "company": "YC34761", + "name": "Veeza AI", + "kind": "公司称用户量", + "value": 7000, + "bound": ">=", + "unit": "位用户", + "timing": "2026-10-19发布，采用统计截止日未给", + "scope": "旅游签证用户自述，非核实付费人次", + "selection": "adoption", + "reason": "用户、成功获签及实际收费不同，不乘套餐估营收", + "evidence": "OTHERTAG2-VEEZA-LAUNCH", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-PLOID-INDEX", + "company": "YC35587", + "name": "Ploid", + "kind": "人员索引对象", + "value": 2000000000, + "bound": ">=", + "unit": "个索引对象", + "timing": "2026-10-31读取官网/目录，索引统计截止日未给", + "scope": "被索引对象，非产品用户或客户", + "selection": "capacity", + "reason": "数据记录/索引人数非采用或营收，去重/权利/可用字段未核", + "evidence": "OTHERTAG2-PLOID-HOME", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-MOCHI-VIEWS", + "company": "YC32205", + "name": "Mochi", + "kind": "社交平台播放", + "value": 300000000, + "bound": ">=", + "unit": "次播放", + "timing": "2026-08-14发布，累计起止期未给", + "scope": "社交传播播放自述，非独立用户或付费数", + "selection": "adoption", + "reason": "播放、用户、创作者及订阅不可相互替代，版权/广告变现未核", + "evidence": "OTHERTAG2-MOCHI-LAUNCH", + "comparisonGroup": null + }, + { + "id": "OTHERTAG2-O-DIALOG-RECOVERY", + "company": "YC32202", + "name": "Dialogus", + "kind": "官网客户运营回款示例", + "value": 87222, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-10-31官网读取，示例主体/财务期未给", + "scope": "客户催收运营界面，非Dialogus营收", + "selection": "excluded", + "reason": "示例/客户回款不是平台收入，不纳入MRR/ARR比较", + "evidence": "OTHERTAG2-DIALOG-HOME", + "comparisonGroup": null } ], "evidence": [ @@ -55568,6 +55810,501 @@ "kind": "公司公开资料复核", "summary": "2025-11-04公司发布自述订阅上月推出，20k MRR、累计200k捐赠、三个月150万用户，2024年底开始原型，2025-06-19上线。", "limitation": "金额原文$、币种未核；财务月内截止/净额、退款、平台抽成和主体范围未给。捐赠非MRR，旧融资/累计采用不归当前收入，不乘12当已核ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32121", + "companyId": "YC32121", + "title": "Moonshot现主营与数字归属", + "url": "https://www.ycombinator.com/companies/moonshot-computer", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以手机持续语音上下文提供个人AI伙伴和日常辅助。 保留个人应用，现Samantha订阅与YC旧early access/iPhone描述分期，官网另称Android可用未实测。项链一美元可退预约、未来499及2027交付是另一产品，不当订阅收入；音频转录临时副本删除不等账号录音/文本不存云。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32188", + "companyId": "YC32188", + "title": "IMPACT Drones现主营与数字归属", + "url": "https://www.ycombinator.com/companies/impact-drones", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为民用关键基础设施提供反无人机实体防护服务。 保留实体系统，Air Defense as a Service不是纯软件毛利证明。目录180M以上USD signed LOI为意向书，非已实现收入/ARR，其他公司损失与旧产品报价不是本公司收入；交付成熟度及合同约束未核。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32197", + "companyId": "YC32197", + "title": "Evident Machines现主营与数字归属", + "url": "https://www.ycombinator.com/companies/evident-machines", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "把真实电气工程研究项目变成AI模型评估基准。 从机器人移模型设施。真实物理实验是评估手段，不等卖自有机器人；官网工具不可读，基准具体任务/独立性、公开可复现材料及收费待核，不凭benchmarks词认定已独立验证。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32202", + "companyId": "YC32202", + "title": "Dialogus现主营与数字归属", + "url": "https://www.ycombinator.com/companies/dialogus", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以语音代理处理企业订单、客户服务和催收并连接业务系统。 保留客户运营。当前跨行业运营系统不是单独语音模型售卖；官网客户回款/订单示例非Dialogus营收，ISO27001仍underway，SOC2未读报告；生产电话数和厂商自测非独立能力验证。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32205", + "companyId": "YC32205", + "title": "Mochi现主营与数字归属", + "url": "https://www.ycombinator.com/companies/mochi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "供用户观看和创作AI短篇动漫，并以代币或订阅解锁。 从个人通用应用移内容创意。300M社交播放、100K用户与20K创作者为不同采用指标，非订阅数/营收；200K/月属于创始人旧游戏，不归Mochi。代币一次性消费与经常性订阅/未来创作者分成待拆。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32229", + "companyId": "YC32229", + "title": "Confetti现主营与数字归属", + "url": "https://www.ycombinator.com/companies/confetti", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "从自然语言设计硬件、选元件、写固件并对接外部制造。 从创意初分移工程专业软件，买家含个人，仍有跨类边界。外部print farm制造/配送不等自有产线或机器人销售；官网仅打开工作区，未执行设计/下单，交付准确性、责任与收费未知。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32550", + "companyId": "YC32550", + "title": "Audora现主营与数字归属", + "url": "https://www.ycombinator.com/companies/audora", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将书或故事转换为每个角色不同声音的有声内容。 从个人通用应用移内容创作。角色语音分配/一致性为公司描述，非自研音频基础模型证明；官网403，当前价格、授权范围、付费及能力未核，无法访问不等已停止或零营收。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32750", + "companyId": "YC32750", + "title": "Ultrasonium现主营与数字归属", + "url": "https://www.ycombinator.com/companies/ultrasonium", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以新制造工艺和物理AI控制生产复杂金属部件。 保留实体产业。15倍和75%低成本为厂商与特定替代工艺对比，无独立完整基准；不是已核软件订阅毛利，前公司DOE资助/团队科研非自身收入，产能和质量认证仍待核。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32752", + "companyId": "YC32752", + "title": "Moving Atoms现主营与数字归属", + "url": "https://www.ycombinator.com/companies/moving-atoms", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将既有建筑或工厂扫描转成可编辑BIM与仿真场景。 按现官网从机器人移行业应用，YC旧Atom1动作条件模型与当前Scan to BIM分期。48小时/98.7%在25mm内为特定样例自述，不等所有扫描精度或通用机器人训练水平；软件文件/模拟世界不是实体销量。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC32781", + "companyId": "YC32781", + "title": "Isengard Industries Inc现主营与数字归属", + "url": "https://www.ycombinator.com/companies/isengard-industries-inc", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供实体防务系统及分布式生产相关产品。 保留实体产业，仅研究业务与财务。2026-09-10自述10M收入未给期间/经常性；350M pipeline、创始人前Terminal Autonomy60M收入分别排除。本轮未核政府合同/审计，官网产能目标非当前销量，也不把厂商成熟度自述当独立技术评测。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC33279", + "companyId": "YC33279", + "title": "Hebbian Robotics现主营与数字归属", + "url": "https://www.ycombinator.com/companies/hebbian-robotics", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供物理AI数据的检索、质量分析及处理基础设施。 从机器人移模型数据设施，旧机器人微调实验非在卖成套清洁机器人。HFlow开源SDK与商业API/托管分开；小CPU开发分数不等保留集、真实标签准确率或生产可靠性，未运行/连接机器人。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC34761", + "companyId": "YC34761", + "title": "Veeza AI现主营与数字归属", + "url": "https://www.ycombinator.com/companies/veeza-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以AI准备旅游签证资料、预约并由人工专家审核。 从个人通用应用移专业签证服务，申请人仍是个人。7000用户未证付费；官网表明资料准备后收费、人工审核且仅文书套餐可能自行预约，不能当全自动保证获签。页面EGP/原文$及总额/明细展示不一致留待核价，不因此推造假。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC35587", + "companyId": "YC35587", + "title": "Ploid现主营与数字归属", + "url": "https://www.ycombinator.com/companies/ploid", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以API、CLI及MCP检索、补全并关联人员资料。 从客户运营移Agent数据设施，销售/招聘是下游用途。二十亿索引对象不是用户/客户，未核去重、覆盖/权利或新鲜度；公司logo不等付费，月费与超量/定制拆分，不请求任何个人资料。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC36213", + "companyId": "YC36213", + "title": "Yam现主营与数字归属", + "url": "https://www.ycombinator.com/companies/yam", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "让个人游玩或创建AI角色恋爱与互动故事。 从创意工具移个人游戏；创建游戏是消费者功能，非企业创意软件证据。3小时每DAU是自述，无样本/期间，玩法/播放数非付费；20千Yam活动奖为虚拟额度非美元或收入，角色授权未核。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC36346", + "companyId": "YC36346", + "title": "Silica现主营与数字归属", + "url": "https://www.ycombinator.com/companies/silica", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "制造可直接感受负载力矩的机器人执行器。 保留实体部件。发布60000以上unit是需求请求/预订而非已付费销量，官网2027年1月生产、发布2月样品待实证。增加10至15%成本和触觉能力为厂商自述，未来人形整机愿景与当前部件分开。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC36348", + "companyId": "YC36348", + "title": "antimattr现主营与数字归属", + "url": "https://www.ycombinator.com/companies/antimattr", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以指环和耳机采集语音、隔离噪声并控制个人代理。 从纯个人软件移实体设备。当前Project Mnemosyne标Q4-2026揭幕和early access预约，未核量产发货；首12个月不限使用不是永远免费或实际收入，四倍输入/完全隔音未独立测。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-CAT-YC36510", + "companyId": "YC36510", + "title": "Preload现主营与数字归属", + "url": "https://www.ycombinator.com/companies/preload", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "构建传感采集硬件栈以收集物理AI多模态训练数据。 从机器人移模型数据设施，当前自述仍在设计迭代ego/触觉/EMG采集栈；是否对外卖设备或数据未核，不把外科探索当医疗产品/获批。官网不可读，收入/交付留缺，创始人前雇主不归本公司规模。", + "limitation": "公司目录/发布可更新，厂商描述未独立验证；意向书、pipeline、预订需求、旧业务收入、客户金额与示例不可当当前自身ARR。" + }, + { + "id": "OTHERTAG2-MOON-HOME", + "companyId": "YC32121", + "title": "Moonshot当前订阅、可选硬件及版本边界", + "url": "https://moonshot.computer/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网现Samantha个人伙伴，标3日试用、原文$25/月创始价首12次后50/月；另列可退款$1项链预约及未来499、预计2027春发货。", + "limitation": "未核付款/实际可用，页面也出现today付款及退款措辞，最终结账待核；旧iPhone/early access与现Android宣传分期，引用人类协作研究非本产品独立效果，页脚67 Labs非注册核查。" + }, + { + "id": "OTHERTAG2-IMPACT-ACCESS", + "companyId": "YC32188", + "title": "IMPACT官网访问缺项", + "url": "https://www.impact-drones.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具无法读取官网，业务与180M以上USD意向书据YC当前资料。", + "limitation": "意向书不证实际合同约束/付费或经常性收入，本轮不核技术、执行或提供系统操作细节，不能凭不可读推无经营。" + }, + { + "id": "OTHERTAG2-EVIDENT-ACCESS", + "companyId": "YC32197", + "title": "Evident官网访问缺项", + "url": "https://evidentmachines.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具不可读，当前AI电气工程基准供给据YC长简介。", + "limitation": "任务、指标、数据/许可、买家及收费细节均待核，不能因物理实验字样归实体制造或假定独立评测。" + }, + { + "id": "OTHERTAG2-DIALOG-HOME", + "companyId": "YC32202", + "title": "Dialogus客户金额、示例与合规边界", + "url": "https://www.dialoguslabs.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网语音运营覆盖订单、支持及催收，展示87222及5.9倍回报和客户订单428等界面；ISO27001仍在进行。", + "limitation": "金额是运营/客户/示例而非已披露Dialogus营收，电话数量不等付费数；SOC2未读报告，自动优化和固定政策效果未独立测试，未拨打或接入任何系统。" + }, + { + "id": "OTHERTAG2-MOCHI-HOME", + "companyId": "YC32205", + "title": "Mochi短动漫观看及创作入口", + "url": "https://www.mochi.tv/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网当前展示短动漫目录和Lab创作入口，页脚GENERAL ANIME Corp.。", + "limitation": "标题/播放量非收入，未观看/生成全部内容、核授权或商店付费；页脚不等注册证明，代币与订阅确认口径仍缺。" + }, + { + "id": "OTHERTAG2-CONFETTI-ACCESS", + "companyId": "YC32229", + "title": "Confetti官网工作区入口缺项", + "url": "https://confetti.build/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具仅返回Opening your workspace，工程设计、外部打印及元件交付据2026-10-28公司发布。", + "limitation": "未进入账户或执行/下单，仍有创客/专业买家、软件/采购/履约混合边界，不能推自有制造或已核设计正确。" + }, + { + "id": "OTHERTAG2-AUDORA-ACCESS", + "companyId": "YC32550", + "title": "Audora官网403缺项", + "url": "https://audora.art/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具返回403，角色有声内容生成定位据YC长简介。", + "limitation": "不能以403推停止/零收入或定价，未提交书/文件、检验角色声线或核版权，具体模型及计费未知。" + }, + { + "id": "OTHERTAG2-ULTRA-HOME", + "companyId": "YC32750", + "title": "Ultrasonium实体金属制造交付", + "url": "https://ultrasonium.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网以复杂金属件生产及团队背景为主；两篇YC发布的15倍/75%为公司对替代工艺的比较。", + "limitation": "无独立同材料/质量/产量基准或真实单价，科研履历与旧DOE资助非公司收入；未操作设备或读取工艺参数。" + }, + { + "id": "OTHERTAG2-MOVING-HOME", + "companyId": "YC32752", + "title": "Moving Atoms现Scan to BIM及项目报价", + "url": "https://movingatoms.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网现48小时扫描转Revit/IFC/DWG、兼顾仿真场景，按项目范围商议报价；示例有98.7%在25mm内及不同物件计数。", + "limitation": "与旧Atom1预训练模拟介绍分期；样例精度/物件数非所有任务性能或客户数/收入，未上传扫描或下载大模型/工程文件，实际人工质检和交付范围待核。" + }, + { + "id": "OTHERTAG2-ISENGARD-HOME", + "companyId": "YC32781", + "title": "Isengard业务及计划产能边界", + "url": "https://isengardindustries.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网自述实体产品和合作生产，明确各系统成熟度不同、三千每月为计划目标非当前产量。", + "limitation": "只核商业边界，未核实客户合同、量产、成熟度或政府采购；没有把厂商宣传当独立技术证据，也未获取/执行设计和操作资料。" + }, + { + "id": "OTHERTAG2-HEBB-HOME", + "companyId": "YC33279", + "title": "Hebbian现开放物理AI数据设施", + "url": "https://hebbianrobotics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网聚焦开源Physical AI基础设施，链接数据研究与此前机器人微调文章。", + "limitation": "开源/基础设施不等直接卖机器人或免费无收入，商业API/托管价格未给，未联系或开通服务。" + }, + { + "id": "OTHERTAG2-VEEZA-HOME", + "companyId": "YC34761", + "title": "Veeza人工审核与一次性服务边界", + "url": "https://www.veeza.ai/en", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网按目的地/人数一次收费，材料准备后付费，含专家审核；full service与paperwork-only预约范围不同，政府签证费另付。", + "limitation": "网页EGP/原文$与总价/明细部分不一致，留待实际合同核价，非汇率或造假结论；客户雇主logo不是企业采购，预约/获签由政府决定，未提供护照或实际申请。" + }, + { + "id": "OTHERTAG2-PLOID-HOME", + "companyId": "YC35587", + "title": "Ploid人员索引与付费规模区别", + "url": "https://ploid.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网自述二十亿以上人员索引、API/CLI/MCP等Agent入口，并称数千公司采用。", + "limitation": "索引对象/公司采用非付费客户，未查询或收集具体个人记录，数据覆盖、权限/授权、去重与新鲜度未独立核，未据logo推已成交。" + }, + { + "id": "OTHERTAG2-YAM-HOME", + "companyId": "YC36213", + "title": "Yam个人互动游戏及虚拟奖品", + "url": "https://www.hiyam.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网供用户探索/创建角色故事和恋爱模拟，活动最高奖20000 Yam及播放量。", + "limitation": "虚拟奖品非美元/营收，播放/日活时长非付费与留存证明，未玩游戏/创建内容或核角色版权，收费周期和实际付费未知。" + }, + { + "id": "OTHERTAG2-SILICA-HOME", + "companyId": "YC36346", + "title": "Silica预订与未来生产计划", + "url": "https://www.silicamachines.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网Q系列开放预订，称2027年1月开始生产，表单提交后再邮件确认细节；关节测力属厂商演示。", + "limitation": "请求/预订不是约束采购、已付或已发货销量，静态0g非实测；未提交表单/付款或测试部件，2027生产与发布2月样品分别保留。" + }, + { + "id": "OTHERTAG2-ANTI-HOME", + "companyId": "YC36348", + "title": "antimattr现指环耳机预约与使用条件", + "url": "https://www.antimattr.one/project-mnemosyne", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网现Project Mnemosyne语音生产力接口，标Q4-2026揭幕、early access预约及早期首12月不限使用。", + "limitation": "未核价款/可退条件、量产/发货，四倍语音输入与隔音为厂商描述，未试听/控制代理；硬件、云/模型和未来订阅应拆分。" + }, + { + "id": "OTHERTAG2-PRELOAD-ACCESS", + "companyId": "YC36510", + "title": "Preload官网访问缺项", + "url": "https://preload.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具不可读，当前传感硬件栈设计与训练数据用途据YC长简介。", + "limitation": "是否对外售数据/设备及付费未知，模型数据设施为暂分类；外科探索非临床产品获批证据，未读取个体信号或操作设备。" + }, + { + "id": "OTHERTAG2-MOON-PRIVACY", + "companyId": "YC32121", + "title": "Moonshot音频临时处理与云持久记录分开", + "url": "https://moonshot.computer/privacy", + "publishedAt": "2026-10-28", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-10-28政策称短音频转录临时副本删除，但源录音/文本备份到账号，部分内容送第三方模型；活跃删除、历史备份和独立beta申请保留范围不同。", + "limitation": "只读厂商政策，未实际验证数据路径/删除、供应商特别合同或所有端版本；不将临时文件删除解释为全离线/无云存储，主页/旧YC文案变化分期。" + }, + { + "id": "OTHERTAG2-PLOID-PRICE", + "companyId": "YC35587", + "title": "Ploid工作区月费与用量额度", + "url": "https://ploid.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前Growth原文$200/月含1000credits、额外0.20/credit；Scale600/月含4000、额外0.15，额度跨app/API/MCP/CLI共享，月含量不结转，Custom另议。", + "limitation": "原文$币种待核，每种操作耗额度不同非一credit一人；Scale/Custom Org Charts仍coming soon，其他功能说明部分不一致待确认；未支付/调用，标价不反推收入。" + }, + { + "id": "OTHERTAG2-HEBB-AUTORESEARCH", + "companyId": "YC33279", + "title": "Hebbian厂商数据实验的评测边界", + "url": "https://hebbianrobotics.com/blog/autoresearch-on-robotics-training-data/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "文章称用HFlow去重、保留来源并拆分训练/验证/确认；公开示例为0/1/2手计数，Gemini教师标签非人工真值，CPU开发宏F1改善但一手类仍零，短试验未提高基线。", + "limitation": "供应商研究而非独立评测；精确帧分离不证独立录制/参与者，无保留集泛化结论。主页10月8与文章10月9显示不同，未实测/复现或下载数据。" + }, + { + "id": "OTHERTAG2-HEBB-PI05", + "companyId": "YC33279", + "title": "Hebbian早期机器人原型及成本/性能范围", + "url": "https://hebbianrobotics.com/blog/finetuning-p1/", + "publishedAt": "2026-02-26", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-02-26文章自述用第三方机械臂/模型搭建固定双臂原型，硬件少于一万，约十小时训练数据；云推理延迟和开源栈整合仍有问题。", + "limitation": "是团队自述原型，不等自有基础模型/成套量产机器人或硬件全运营成本；未验证原型、代码或第三方性能，后续数据设施与旧实验分开。" + }, + { + "id": "OTHERTAG2-HEBB-REPO", + "companyId": "YC33279", + "title": "HFlow公开目录与SDK范围", + "url": "https://github.com/Hebbian-Robotics/hflow", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官方仓库目录/README入口可读，定位机器人多模态数据管线SDK，含数据/评估示例与服务包目录。", + "limitation": "只读材料，未逐模块审计、构建或执行，开源SDK不证明商业API可靠性或所有数据权利，根仓库当前分支与固定示例版本不混同。" + }, + { + "id": "OTHERTAG2-HEBB-LICENSE", + "companyId": "YC33279", + "title": "HFlow根Apache2许可", + "url": "https://raw.githubusercontent.com/Hebbian-Robotics/hflow/main/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前根LICENSE为Apache2，与仓库标识对应。", + "limitation": "仅根许可读取，未逐依赖/样本/模型许可审计，Apache2不涵盖全部数据或第三方权重，许可年份2004不证明公司成立年。" + }, + { + "id": "OTHERTAG2-HEBB-EXAMPLE", + "companyId": "YC33279", + "title": "HFlow固定版本示例README与结果范围", + "url": "https://github.com/Hebbian-Robotics/hflow/blob/0c4583bbe48be3f7ed2e36246cf4ba7a579f4210/examples/build_ai_autoresearch/README.md", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "固定commit示例README可读，区分历史开发pilot、短代码流程试验及集成检查；0.1667到0.4889为开发宏F1，短试验保持基线，保留教师标签及精确帧去重限制。", + "limitation": "未读其全部源码、数据或原始轨迹/权重，未执行；不是独立确认集质量或生产可用证明。当前main示例路径访问失败与固定README可读分开，不把程序报告当本轮已完成试验。" + }, + { + "id": "OTHERTAG2-ISENGARD-LAUNCH", + "companyId": "YC32781", + "title": "Isengard自述收入、管线与前公司分开", + "url": "https://www.ycombinator.com/launches/TpW-isengard-industries-inc", + "publishedAt": "2026-09-10", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-09-10发布自述10M收入、350M pipeline；另提创始人此前Terminal Autonomy60M收入。", + "limitation": "自述未给财务起止期、净额、确认标准或审计，不能当ARR；pipeline及前公司收入排除当前公司收入，未将引用新闻当自身营收审计。" + }, + { + "id": "OTHERTAG2-SILICA-LAUNCH", + "companyId": "YC36346", + "title": "Silica单位需求与发货状态", + "url": "https://www.ycombinator.com/launches/Wag-silica-actuators-for-physical-ai", + "publishedAt": "2026-10-28", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-10-28发布称预订开启一个月客户请求60000以上单位，样品2月发货；增价10至15%为相对普通执行器自述。", + "limitation": "unit请求不是已付或交付销量，未来样品时间未验证，增价/感知性能不是毛利/收入证据，不以请求乘价格估ARR。" + }, + { + "id": "OTHERTAG2-MOCHI-LAUNCH", + "companyId": "YC32205", + "title": "Mochi币/订阅与旧游戏收入", + "url": "https://www.ycombinator.com/launches/Sii-mochi-tv-1-minute-anime", + "publishedAt": "2026-08-14", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-08-14发布以coin/订阅解锁短动漫，300M以上社交播放、100K用户，创始人曾把旧游戏做到200K每月。", + "limitation": "旧游戏收入非Mochi，播放/用户/创作者分母和时点不同；未来创作者货币化未证已启用，不将合作作者履历视为版权授权。" + }, + { + "id": "OTHERTAG2-VEEZA-LAUNCH", + "companyId": "YC34761", + "title": "Veeza采用及人工复核", + "url": "https://www.ycombinator.com/launches/VrY-veeza-ai-ai-tourist-visa-agent-for-people-with-weak-passports", + "publishedAt": "2026-10-19", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-10-19发布称从1000到7000以上用户，33目的地、人工审核；市场申请量和黄牛报价为行业背景。", + "limitation": "用户非付费数、四次获签案例非保证通过率，目的地覆盖和当前套餐不同分期；黄牛1000报价不归Veeza。" } ], "reviews": [ @@ -58786,6 +59523,116 @@ "OTHERTAG1-KOYAL-PAPER" ], "handling": "2024研究track和2025 arXiv提交不等公司成立年；patent pending不是已核获专利，付费试点金额/周期未给。播放和合作数量非收入，版权/授权/制作服务成本待核。" + }, + { + "id": "OTHERTAG2-R-CLASS", + "type": "其余原目录标签最后17项主营复核", + "company": "其余标签最后17项", + "scope": "companies", + "companyIds": [ + "YC32188", + "YC32197", + "YC32202", + "YC32205", + "YC32229", + "YC32550", + "YC32750", + "YC32752", + "YC34761", + "YC35587", + "YC36213", + "YC36346", + "YC36348", + "YC36510" + ], + "summary": "本批17项6保留11移类；与前批合计34项16保留18移类，原C10/C08/C09/C06标签池已逐条读。", + "evidenceIds": [ + "OTHERTAG2-CAT-YC32188", + "OTHERTAG2-CAT-YC32197", + "OTHERTAG2-CAT-YC32202", + "OTHERTAG2-CAT-YC32205", + "OTHERTAG2-CAT-YC32229", + "OTHERTAG2-CAT-YC32550", + "OTHERTAG2-CAT-YC32750", + "OTHERTAG2-CAT-YC32752", + "OTHERTAG2-CAT-YC34761", + "OTHERTAG2-CAT-YC35587", + "OTHERTAG2-CAT-YC36213", + "OTHERTAG2-CAT-YC36346", + "OTHERTAG2-CAT-YC36348", + "OTHERTAG2-CAT-YC36510", + "OTHERTAG2-IMPACT-ACCESS", + "OTHERTAG2-EVIDENT-ACCESS", + "OTHERTAG2-DIALOG-HOME", + "OTHERTAG2-MOCHI-HOME", + "OTHERTAG2-CONFETTI-ACCESS", + "OTHERTAG2-AUDORA-ACCESS", + "OTHERTAG2-ULTRA-HOME", + "OTHERTAG2-MOVING-HOME", + "OTHERTAG2-VEEZA-HOME", + "OTHERTAG2-PLOID-HOME", + "OTHERTAG2-YAM-HOME", + "OTHERTAG2-SILICA-HOME", + "OTHERTAG2-ANTI-HOME", + "OTHERTAG2-PRELOAD-ACCESS", + "OTHERTAG2-PLOID-PRICE", + "OTHERTAG2-SILICA-LAUNCH", + "OTHERTAG2-MOCHI-LAUNCH", + "OTHERTAG2-VEEZA-LAUNCH" + ], + "handling": "Evident/Hebbian/Preload为模型评估/数据设施，Moving Atoms现BIM、Veeza专家签证及Confetti工程设计，Ploid人员API设施；Mochi/Audora内容与Yam个人游戏分开。实体部件/制造、预订需求、人工服务和订阅分别记录，短简介/官网缺项不等完整财务技术验证。" + }, + { + "id": "OTHERTAG2-R-ISENGARD", + "type": "实体业务收入、管线与前公司边界", + "company": "Isengard Industries Inc", + "scope": "companies", + "companyIds": [ + "YC32781" + ], + "summary": "发布10M自述收入保留，但无期间/确认标准；350M管线、前公司60M排除当前收入。", + "evidenceIds": [ + "OTHERTAG2-CAT-YC32781", + "OTHERTAG2-ISENGARD-HOME", + "OTHERTAG2-ISENGARD-LAUNCH" + ], + "handling": "仅核分类和财务归属，不评估/执行技术。意向/管线、合同/交付、回款与收入分开，未核注册或政府合同，不将官网成熟度/计划产能当实测销量或ARR。" + }, + { + "id": "OTHERTAG2-R-MOON", + "type": "个人订阅、实体预约与云数据边界", + "company": "Moonshot", + "scope": "companies", + "companyIds": [ + "YC32121" + ], + "summary": "Samantha手机订阅与可选项链押金/未来发货分开，政策中的临时转录文件和账号备份不是同一存储范围。", + "evidenceIds": [ + "OTHERTAG2-CAT-YC32121", + "OTHERTAG2-MOON-HOME", + "OTHERTAG2-MOON-PRIVACY" + ], + "handling": "现主页试用/收费与政策early build、平台版本描述有差异未实际核；引用人类协作论文不证AI伙伴效果。录音、文本、第三方处理、active删除/备份/独立beta申请各有范围，不声明全离线或全部立即删除。" + }, + { + "id": "OTHERTAG2-R-HEBB", + "type": "数据工具公开示例与厂商试验/确认边界", + "company": "Hebbian Robotics", + "scope": "companies", + "companyIds": [ + "YC33279" + ], + "summary": "开源HFlow公开材料可读，教师标签及精确帧去重不等独立人类真值或录制独立；开发pilot与质量确认分开。", + "evidenceIds": [ + "OTHERTAG2-CAT-YC33279", + "OTHERTAG2-HEBB-HOME", + "OTHERTAG2-HEBB-AUTORESEARCH", + "OTHERTAG2-HEBB-PI05", + "OTHERTAG2-HEBB-REPO", + "OTHERTAG2-HEBB-LICENSE", + "OTHERTAG2-HEBB-EXAMPLE" + ], + "handling": "固定commit README和当前根仓库分期，主路径访问失败保留；未运行/下载数据、读全部源码/轨迹或控制硬件。旧清洁原型成本/效果不等当前数据设施收费或自有机器人生产。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index a8235ee..6c9e9f9 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-other-tags-1", + "version": "2026-10-31-other-tags-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。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "本快照原目录34条深化个案、基础项407条主营人工复核。原C10/C08/C09/C06标签池34项中首17项已读，10保留、7移类，仍余17；neoncoral无主营暂C00，Alkali钢估算、stratify客户研究、Digipals个人社交、OpenVector现场软件、StableBrowse现物理数据及Bizzy现按节省分成的账单协商分别记录。Mixy旧20k MRR与200k捐赠、2024原型/2025成立自述、条款LLC/商店Inc分开，当前收入与主体待核；历史MRR不进入平台同期图。TRLC只读套件目录/README与根许可，Koyal只读作者论文摘要非独立评测。其他标签池成果在独立PR #33企业141、#34行业252、#35模型26、#36开发51项，本分支未包含，整合保留各方追加和版本计数。全部公开来源、其他基础项、主体财务与技术缺项继续核，不把主营复核当完整商业审计。", + "nextCheck": "本快照原目录37条深化个案、基础项421条主营人工复核。原C10/C08/C09/C06标签池34项已逐条读取：16保留18移类，但短简介/混合交付仍待核。前批Mixy历史MRR/捐赠及LLC/Inc主体、TRLC公开套件/Koyal作者摘要保留；后批Evident/Hebbian/Preload模型数据、Moving Atoms当前BIM、Ploid人员API、Veeza专家一次性服务与Yam消费游戏分别归类。Isengard10M自述收入无期间，350M管线及前公司60M排除；IMPACT180M USD LOI和Silica6万需求不当ARR/已交付。Moonshot订阅与项链预约、云暂存与账号备份分开。HFlow公开示例的教师标签/开发pilot/短试验不当独立真实质量。独立PR #33企业141、#34行业252、#35模型26、#36开发51项未入本分支，整合保留各方追加与版本计数；完整来源清单、其他基础项、主体财务技术缺项继续核。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index b2cf32c..3a38613 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-other-tags-1", + "sourceVersion": "2026-10-31-other-tags-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",