research: distinguish infrastructure delivery and customer earnings

2026-10-31 21:46:35 +08:00
parent f72043a4ed
commit 5cbaa013a7
5 changed files with 174 additions and 16 deletions
@@ -184,7 +184,7 @@ async function main() {
  const research = await researchResponse.json();
  assert.equal(research.companies.length, 1188);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4402);
+  assert.equal(research.evidence.length, 4412);
  assert.equal(research.observations.length, 453);
  assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
  const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
@@ -105,7 +105,7 @@ test("research revisions share the authentication database and preserve replay l
    assert.equal(consumeCode(config, "invalid"), "limited");
    const initial = readResearchSnapshot();
    assert.equal(initial.companies.length, 1188);
-    assert.equal(initial.evidence.length, 4402);
+    assert.equal(initial.evidence.length, 4412);
    assert.equal(initial.observations.length, 453);
    assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
    assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
@@ -146,7 +146,7 @@ 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, 200);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 109);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 111);
  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
  const review = snapshot.reviews.find((r) => r.id === "R4")!;
  assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-yc-ai-revisit-1",
+  "version": "2026-10-31-yc-ai-revisit-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": [
@@ -92806,6 +92806,116 @@
      "kind": "公司/收购方原始资料与访问边界",
      "summary": "插件提供Agent身份、发现、注册、审批与有范围授权，并有MCP/OpenAPI适配、短期签名JWT及审计钩子；原文明确标准仍密集开发、尚不稳定。",
      "limitation": "有可读产品文档不等独立测试或商业部署；不得把开发中插件当稳定销售能力，也未取得AI专属收入占比。未运行文档安装命令。"
+    },
+    {
+      "id": "YCAIRE2-NODI-COMMERCIAL",
+      "companyId": null,
+      "title": "NODI商用持有资产与服务边界",
+      "url": "https://www.nodienergy.com/commercial",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "商用页称NODI持有并管理现场电池，负责部署、软件、监测、维护和设备保险，前期零支出且电网服务收入与客户分享。另称按电价和使用习惯优化供电。",
+      "limitation": "零前期投入不是免费或无成本，电池资本/运维和收益分成不当纯软件订阅；未取得收费合同、客户部署或模型技术材料。页面动画读取零值不当实测节省率。"
+    },
+    {
+      "id": "YCAIRE2-NODI-VPP",
+      "companyId": null,
+      "title": "NODI电网计划的客户收益而非平台ARR",
+      "url": "https://www.nodienergy.com/vpp",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "原始VPP页向合条件DEYE电池持有人宣传首年最低120英镑收入、加入零费，需审查设备地区并签协议/授权；列14日内取消及之后30日通知退出。",
+      "limitation": "120英镑是拟付参与者的收益，不是NODI收入或ARR；页面计划/入口不证明所有地区已上线、付款或实现收益保证。未提交加入/授权表单，实际协议、平台净费仍缺。"
+    },
+    {
+      "id": "YCAIRE2-NODI-ABOUT",
+      "companyId": null,
+      "title": "NODI计划推出阶段与旧技术沿革",
+      "url": "https://www.nodienergy.com/about",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "公司about仍列计划2026下半年推出；创始人电力电子/旧AI数据中心供电履历与当前家用和小企业柔性电池网络并列。",
+      "limitation": "计划时间不等已交付，旧研究论文/AI客户需求不是当前企业AI主营或实测；与现VPP入口阶段差异保留，官网未补法律成立证据。"
+    },
+    {
+      "id": "YCAIRE2-CASCADE-DESIGNER",
+      "companyId": null,
+      "title": "Cascade Designer仿真软件与API",
+      "url": "https://www.cascadespace.com/designer/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "设计软件提供射频组件拖放、链路预算、团队分享、天线方向图及轨迹批量仿真API，展示Friis公式建模，并反链spacelink开源库。",
+      "limitation": "工程模型/公式仿真不自动等机器学习或AI主营；API样例包含占位地址，未执行调用。可读演示不是独立技术验证，未取得软件实际合同或定价。"
+    },
+    {
+      "id": "YCAIRE2-CASCADE-ARRAY",
+      "companyId": null,
+      "title": "Cascade阵列通信的未来部署路线",
+      "url": "https://www.cascadespace.com/array/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "原始阵列页将2026年第四季迷你阵列、2027年月球通信及后续地点、2028全球覆盖列为路线图，描述数字波束形成与可配置性能。",
+      "limitation": "路线图时点落在当前季度不证明已经完工或售出容量，数字信号处理不自动证明AI；地面站资本、通信容量与软件许可分列，未添加收入观测。"
+    },
+    {
+      "id": "YCAIRE2-CASCADE-REPO",
+      "companyId": null,
+      "title": "Cascade官网反链SpaceLink公开库",
+      "url": "https://github.com/cascade-space-co/spacelink",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "官网反链公开仓库列SpaceLink射频与链路预算Python库、天线/噪声/单位计算，标MIT许可并提供代码和文档入口。",
+      "limitation": "只阅读仓库说明，未安装运行或审计许可证全文；公开代码不等AI算法、性能复现或客户部署，不能据星标推营收。"
+    },
+    {
+      "id": "YCAIRE2-FOUNDATION-HOME",
+      "companyId": null,
+      "title": "Foundation零件订单与条件式交期",
+      "url": "https://www.foundation-industries.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "公司产品页为低量多样CNC制造，获批准公司通过门户提交设计/规格、询价、付款及追踪生产；合条件订单最快两日制造交付。",
+      "limitation": "按零件/生产批次报价未见软件独立订阅金额，交期宣传不是所有订单保证或独立测试；硬科技客户/自动化不能证明AI主营，不将客户硬件价值当本公司ARR。"
+    },
+    {
+      "id": "YCAIRE2-FOUNDATION-ABOUT",
+      "companyId": null,
+      "title": "Foundation认知流程自动化描述边界",
+      "url": "https://www.foundation-industries.com/about",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "about称新工具将报价、编程、调度和协调等认知层自动化以缩短低量制造周期，业务目标仍为制造服务。",
+      "limitation": "没有取得模型/Agent架构、软件独立商业交付或人工成本分摊；这不足直接确认AI核心产品，也不能据没有公开模型材料断言未用AI。"
+    },
+    {
+      "id": "YCAIRE2-ARGS-HOME",
+      "companyId": null,
+      "title": "args当前代码发现入口",
+      "url": "https://args.io/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "当前根域展示trending/new代码仓库及用户项目，包括语音模型、AI工具和普通软件。",
+      "limitation": "用户仓库的AI用途不属于平台自身功能；仓库收藏或贡献不当付费客户。原bkdevs/args仓库直达两次读取超时，未读到完整平台源码或合同。"
+    },
+    {
+      "id": "YCAIRE2-ARGS-README",
+      "companyId": null,
+      "title": "args页面gitdot说明与身份缺项",
+      "url": "https://args.io/jack",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司官网/反链公开库及访问边界",
+      "summary": "原域用户页README区出现gitdot名称、Rust/Apache2.0自述、代码导入/CLI快捷操作，并自述没有AI功能；同域多个用户页搜索索引出现相同说明。",
+      "limitation": "用户页说明的作者/平台归属及args到gitdot品牌沿革未独立确认，不能当法律改名或全平台无AI定论；gitdot.io/designs直达不可用，开源许可/性能未实测。"
    }
  ],
  "reviews": [
@@ -100829,6 +100939,44 @@
        "YCAIRE1-BETTER-AGENT"
      ],
      "handling": "四项维持pending-ai，非确认排除；不将AI标的/客户、量化/SQL解析、创始人旧经历当AI主营。报价、融资、模型收益和下载不是ARR；具体产品AI功能、阶段、公司主体及净软件合同待核，未独立实测。"
+    },
+    {
+      "id": "YCAIRE2-R-DELIVERY",
+      "type": "AI邻接基础设施与实际交付阶段",
+      "company": "NODI / Cascade Space / Foundation Industries / args",
+      "scope": "dataset",
+      "summary": "分别补储能控制/资产服务、射频设计及未来通信阵列、零件制造与代码托管；公开库/自动化/AI用户项目不直接证明AI主营。",
+      "evidenceIds": [
+        "YCAIRE2-NODI-COMMERCIAL",
+        "YCAIRE2-NODI-VPP",
+        "YCAIRE2-NODI-ABOUT",
+        "YCAIRE2-CASCADE-DESIGNER",
+        "YCAIRE2-CASCADE-ARRAY",
+        "YCAIRE2-CASCADE-REPO",
+        "YCAIRE2-FOUNDATION-HOME",
+        "YCAIRE2-FOUNDATION-ABOUT",
+        "YCAIRE2-ARGS-HOME",
+        "YCAIRE2-ARGS-README"
+      ],
+      "handling": "四项继续pending-ai，不重复登记、不新增公司。保留NODI计划推出与VPP入口、Cascade路线图与设计软件差异；args用户页gitdot说明不当法律主体沿革或全产品结论，访问失败只记访问边界。"
+    },
+    {
+      "id": "YCAIRE2-R-REVENUE",
+      "type": "电网客户收益、制造订单与经常性软件收入",
+      "company": "NODI / Cascade Space / Foundation Industries",
+      "scope": "dataset",
+      "summary": "NODI电池由平台持有、运维与电网收益分成，客户£120收益承诺不属于平台ARR；通信容量、软件和CNC生产批次合同分开。",
+      "evidenceIds": [
+        "YCAIRE2-NODI-COMMERCIAL",
+        "YCAIRE2-NODI-VPP",
+        "YCAIRE2-NODI-ABOUT",
+        "YCAIRE2-CASCADE-DESIGNER",
+        "YCAIRE2-CASCADE-ARRAY",
+        "YCAIRE2-CASCADE-REPO",
+        "YCAIRE2-FOUNDATION-HOME",
+        "YCAIRE2-FOUNDATION-ABOUT"
+      ],
+      "handling": "不将零首付视作零成本、可退预约金视作营收，不用未来容量/物料与客户节省推ARR；合同期限、收入净额/分摊、硬件资本与人工成本缺项。无新收入观测，不改变MRR样本或分类统计。"
    }
  ],
  "coverage": {
@@ -103522,9 +103670,12 @@
            "UNCLEAR1-30502-YC",
            "UNCLEAR1-30502-LAUNCH1",
            "UNCLEAR1-30502-LAUNCH2",
-            "UNCLEAR1-30502-HOME"
+            "UNCLEAR1-30502-HOME",
+            "YCAIRE2-NODI-COMMERCIAL",
+            "YCAIRE2-NODI-VPP",
+            "YCAIRE2-NODI-ABOUT"
          ],
-          "note": "原始ai-unclear；YC当前自报2025成立。电池/分布式能源及历史AI硬件供电；属于AI产业邻接业务，当前模型/Agent核心交付未确认，容量管线和可退款预约金非收入。 AI主营未确认，暂不计入公司表；不是确认排除或成立年未知。"
+          "note": "原始ai-unclear；YC当前自报2025成立。电池/分布式能源及历史AI硬件供电；属于AI产业邻接业务，当前模型/Agent核心交付未确认，容量管线和可退款预约金非收入。 AI主营未确认，暂不计入公司表；不是确认排除或成立年未知。 后续商用方案由NODI持有电池且含维护/保险，电网收入与客户分享；VPP首年最低£120是客户收益、不是平台ARR，协议/平台净费待核。about仍计划2026下半年推出，当前入口不等交付完成；使用习惯优化/旧AI供电背景不足补齐模型证据。"
        },
        {
          "id": "YC-AI1-30514",
@@ -103601,9 +103752,12 @@
            "UNCLEAR1-30556-YC",
            "UNCLEAR1-30556-LAUNCH1",
            "UNCLEAR1-30556-LAUNCH2",
-            "UNCLEAR1-30556-HOME"
+            "UNCLEAR1-30556-HOME",
+            "YCAIRE2-CASCADE-DESIGNER",
+            "YCAIRE2-CASCADE-ARRAY",
+            "YCAIRE2-CASCADE-REPO"
          ],
-          "note": "原始ai-unclear；YC当前自报2025成立。深空通信网络及工程设计软件；未找到明确AI核心业务依据，未来容量和地面站计划非收入。 AI主营未确认，暂不计入公司表；不是确认排除或成立年未知。"
+          "note": "原始ai-unclear；YC当前自报2025成立。深空通信网络及工程设计软件；未找到明确AI核心业务依据，未来容量和地面站计划非收入。 AI主营未确认，暂不计入公司表；不是确认排除或成立年未知。 后续Designer明确射频链路预算/公式仿真和轨迹API、反链MIT标记SpaceLink公开库，未运行；2026Q4至2028阵列容量仍路线图，不按季度到达推已上线。通信硬件/容量与设计软件收入分开，未见AI主营或可比ARR。"
        },
        {
          "id": "YC-AI1-30560",
@@ -103615,9 +103769,11 @@
          "status": "pending-ai",
          "evidenceIds": [
            "UNCLEAR1-30560-YC",
-            "UNCLEAR1-30560-HOME"
+            "UNCLEAR1-30560-HOME",
+            "YCAIRE2-FOUNDATION-HOME",
+            "YCAIRE2-FOUNDATION-ABOUT"
          ],
-          "note": "原始ai-unclear；YC当前自报2025成立。CNC机械制造；服务科技或硬件客户不能证明本公司AI主营，短交期宣传非AI能力验证。 AI主营未确认，暂不计入公司表；不是确认排除或成立年未知。"
+          "note": "原始ai-unclear；YC当前自报2025成立。CNC机械制造；服务科技或硬件客户不能证明本公司AI主营，短交期宣传非AI能力验证。 AI主营未确认，暂不计入公司表；不是确认排除或成立年未知。 后续原about补自动化报价/编程/调度的描述，但仍缺模型或AI软件独立交付。门户为零件询价/付款/生产追踪，最快两日仅合条件订单，生产批次收入与订阅分开；不据自动化或客户类型确认AI。"
        },
        {
          "id": "YC-AI1-30592",
@@ -103669,9 +103825,11 @@
          "status": "pending-ai",
          "evidenceIds": [
            "UNCLEAR2-30616-YC",
-            "UNCLEAR2-30616-HOME"
+            "UNCLEAR2-30616-HOME",
+            "YCAIRE2-ARGS-HOME",
+            "YCAIRE2-ARGS-README"
          ],
-          "note": "原ai-unclear，YC当前自报2025成立。当前为代码托管/协作入口；首页含用户发布的AI项目不证明平台本身AI主营，YC短描述不足。 未入公司表，继续AI主营待核，不是确认范围外或成立年缺失。"
+          "note": "原ai-unclear，YC当前自报2025成立。当前为代码托管/协作入口；首页含用户发布的AI项目不证明平台本身AI主营，YC短描述不足。 未入公司表，继续AI主营待核，不是确认范围外或成立年缺失。 后续原域用户页README出现gitdot及Rust/Apache2.0、无AI功能自述，重复于多个用户页；说明归属/品牌沿革仍待核，不直接认定公司改名或排除AI。根域AI用户项目非平台AI产品；原主仓库连续超时、设计说明不可读，收费与技术缺项保留。"
        },
        {
          "id": "YC-AI2-30619",
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-yc-ai-revisit-1",
+  "sourceVersion": "2026-10-31-yc-ai-revisit-2",
  "asOf": "2026-10-31",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",