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补核6项缺年候选并拆分推理代收与客户价值

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Codex Bot
2026-10-31 16:44:22 +08:00
parent 445bfb37d0
commit 5d62dee4e9
5 changed files with 361 additions and 7 deletions
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apps/docs/scripts/auth-cli.ts
+1 -1
View File
@@ -184,7 +184,7 @@ async function main() {
const research = await researchResponse.json();
assert.equal(research.companies.length, 1155);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 3426);
assert.equal(research.evidence.length, 3447);
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 });
apps/docs/tests/research.test.ts
+2 -2
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@@ -24,7 +24,7 @@ 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, 1155);
assert.equal(initial.evidence.length, 3426);
assert.equal(initial.evidence.length, 3447);
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");
@@ -406,7 +406,7 @@ test("unreconciled directory financials remain source reviews instead of income
assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
assert.equal(reviewCompanyIds(snapshot, review).length, 0);
assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 43);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 49);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
content/research/ai-companies.seed.json
+355 -1
View File
@@ -1,5 +1,5 @@
{
"version": "2026-10-31-missing-year-4",
"version": "2026-10-31-missing-year-5",
"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": [
@@ -80669,6 +80669,237 @@
"kind": "公司自述官方资料复核",
"summary": "原54项第25—30项：1旧业务范围外、4成立待核、1 AI主营待核。",
"limitation": "累计30项外部补核（1关联/8范围外/19缺年/2 AI待核），余24项；无新公司或收入观测。"
},
{
"id": "MISSINGYEAR5-32168-YC",
"companyId": null,
"title": "Synapse Semiconductor：缺年复核",
"url": "https://www.ycombinator.com/companies/synapse-semiconductor",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "New semiconductors that merge compute and vision；成立字段空。",
"limitation": "团队0/空不当无员工，批次非成立。"
},
{
"id": "MISSINGYEAR5-32168-HOME",
"companyId": null,
"title": "Synapse Semiconductor：现行交付",
"url": "https://synapsesemi.org/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Synapse Semiconductor视觉传感/计算融合硬件，YC明确像素内神经网络滤波，官网芯片筛选信息；成立/主体/商业交付未知。科研履历、论文和传感目标非实际销售或独立性能，芯片制造/量产成本与软件收入需拆。",
"limitation": "厂商主张非独立财务/技术验证，成立与法律主体留缺。"
},
{
"id": "MISSINGYEAR5-32168-LAUNCH1",
"companyId": null,
"title": "Synapse Semiconductor: We put a neural network inside the camera pixel.",
"url": "https://www.ycombinator.com/launches/S0x-synapse-semiconductor-we-put-a-neural-network-inside-the-camera-pixel",
"publishedAt": "2026-07-27",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "YC所挂发布元数据：2026-07-27，Synapse Semiconductor: We put a neural network inside the camera pixel.",
"limitation": "本批只用沿革线索，未称重新阅读全文或以发布日补成立年。"
},
{
"id": "MISSINGYEAR5-32253-YC",
"companyId": null,
"title": "Touchmark：缺年复核",
"url": "https://www.ycombinator.com/companies/touchmark",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Market for future inference capacity；成立字段空。",
"limitation": "团队0/空不当无员工，批次非成立。"
},
{
"id": "MISSINGYEAR5-32253-HOME",
"companyId": null,
"title": "Touchmark：现行交付",
"url": "https://touchmark.ai/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Touchmark预留推理容量市场，供应商负责服务，平台计量代收；成立/主体日期待核。4T+ tokens为RFQ而非成交/交付或收入，买方无交易费不说明平台总收入为零；旧10—30%折扣/官网10—60%/价曲线上限20%各自范围保留，预付容量/转售不作MRR。",
"limitation": "厂商主张非独立财务/技术验证，成立与法律主体留缺。"
},
{
"id": "MISSINGYEAR5-32253-LAUNCH1",
"companyId": null,
"title": "Touchmark: Market for future inference capacity",
"url": "https://www.ycombinator.com/launches/Sk8-touchmark-market-for-future-inference-capacity",
"publishedAt": "2026-08-14",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "YC所挂发布元数据：2026-08-14，Touchmark: Market for future inference capacity",
"limitation": "本批只用沿革线索，未称重新阅读全文或以发布日补成立年。"
},
{
"id": "MISSINGYEAR5-32319-YC",
"companyId": null,
"title": "Tarifflo Inc.：缺年复核",
"url": "https://www.ycombinator.com/companies/tarifflo-inc",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Supply chain compliance and cost savings；成立字段空。",
"limitation": "团队0/空不当无员工，批次非成立。"
},
{
"id": "MISSINGYEAR5-32319-HOME",
"companyId": null,
"title": "Tarifflo Inc.：现行交付",
"url": "https://www.tarifflo.com/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Tarifflo海关AI分类/申报软件和退款回收服务，成立/主体日期未知。YC免费filing与现价表每申报交易6、准备20美元符号并列，不推合同已变；150/500月计划是用量额度，退款成功费/人工服务与软件费需拆。1.6B进口货值、1M产品审查非公司收入。",
"limitation": "厂商主张非独立财务/技术验证，成立与法律主体留缺。"
},
{
"id": "MISSINGYEAR5-32520-YC",
"companyId": null,
"title": "Snowstone：缺年复核",
"url": "https://www.ycombinator.com/companies/snowstone",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "AI-Driven Value Creation and Margin Expansion for Private Equity；成立字段空。",
"limitation": "团队0/空不当无员工，批次非成立。"
},
{
"id": "MISSINGYEAR5-32520-HOME",
"companyId": null,
"title": "Snowstone：现行交付",
"url": "https://snowstone.ai/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Snowstone PE运营诊断/价值创造AI，网站运营者Cerenovus Inc.，不是凭同名映射Snowstone UK Limited；成立/集团沿革待核。2B交易审查、50M机会价值及10000Agent非收入/已实现客户收益；条款明示金额为估计、服务另签合同，7日为目标。",
"limitation": "厂商主张非独立财务/技术验证，成立与法律主体留缺。"
},
{
"id": "MISSINGYEAR5-32552-YC",
"companyId": null,
"title": "6thSense：缺年复核",
"url": "https://www.ycombinator.com/companies/6thsense",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Nervous System for Physical AI；成立字段空。",
"limitation": "团队0/空不当无员工，批次非成立。"
},
{
"id": "MISSINGYEAR5-32552-HOME",
"companyId": null,
"title": "6thSense：现行交付",
"url": "https://6thsense.dev/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "6thSense触觉Skin与同步视觉Eye2 Pro为机器人学习数据采集硬件，成立/主体未知。官网引用CMU等第三方研究不代表本产品独立测试，80%成功率非公司实测；传感器、采集服务/数据许可收入需拆，研究/演示非交付。",
"limitation": "厂商主张非独立财务/技术验证，成立与法律主体留缺。"
},
{
"id": "MISSINGYEAR5-32552-LAUNCH1",
"companyId": null,
"title": "6thSense — Giving Robots Touch",
"url": "https://www.ycombinator.com/launches/R3X-6thsense-giving-robots-touch",
"publishedAt": "2026-07-05",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "YC所挂发布元数据：2026-07-05，6thSense — Giving Robots Touch",
"limitation": "本批只用沿革线索，未称重新阅读全文或以发布日补成立年。"
},
{
"id": "MISSINGYEAR5-32585-YC",
"companyId": null,
"title": "Hilstart：缺年复核",
"url": "https://www.ycombinator.com/companies/hilstart",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Autonomous Hardware Testing；成立字段空。",
"limitation": "团队0/空不当无员工，批次非成立。"
},
{
"id": "MISSINGYEAR5-32585-HOME",
"companyId": null,
"title": "Hilstart：现行交付",
"url": "https://hilstart.io/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Hilstart物理Agent测试工具链和Tracer硬件接口/定制夹具，成立/主体未知。Agent写测试与首次上电/阈值人工批准分开；网页70/70 checks、波形与电压是展示不是本次实测/独立性能，硬件/夹具/软件/支持成本需拆。",
"limitation": "厂商主张非独立财务/技术验证，成立与法律主体留缺。"
},
{
"id": "MISSINGYEAR5-32253-PRICE",
"companyId": null,
"title": "Touchmark价格曲线",
"url": "https://touchmark.ai/pricing/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "按交付月份/提前天数及模型基价定价，默认曲线折扣上限20%，各供应商可有参数，转售卖方定价。",
"limitation": "价格曲线非平台佣金或收入；输入/缓存token权重不同，不用原始tokens直接乘报价。"
},
{
"id": "MISSINGYEAR5-32253-LEGAL",
"companyId": null,
"title": "Touchmark交付与结算角色",
"url": "https://touchmark.ai/legal/disclaimer/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "面向商业买卖双方的实物推理交付远期市场，平台计量/结算且不当合同对手方。",
"limitation": "页面自述非独立监管审计；代收交易额和净平台费不同，未下单或投资。"
},
{
"id": "MISSINGYEAR5-32319-PRICE",
"companyId": null,
"title": "Tarifflo现额度和动作费用",
"url": "https://www.tarifflo.com/pricing",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "150/月含200credits，500/月含750；准备entry20、申报交易6、分类5美元符号，周期额度刷新/topup不失效。",
"limitation": "报价不等MRR；年度12月款含14月额度，单价不能用于反推实际合同/毛利；YC免费filing描述与当前不同。"
},
{
"id": "MISSINGYEAR5-32520-TERMS",
"companyId": null,
"title": "Snowstone运营者与估计价值",
"url": "https://snowstone.ai/terms",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Cerenovus Inc.网站条款2026-10-19生效；服务需另签，金额为识别价值估计而非实现收益。",
"limitation": "日期非注册，网站条款非客户合同；不混同无关联同名英国旧公司。"
},
{
"id": "MISSINGYEAR5-32552-ABOUT",
"companyId": null,
"title": "6thSense团队资料入口",
"url": "https://6thsense.dev/about",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "机器人触觉/数据捕捉团队的公开介绍入口可读。",
"limitation": "本批未从该页取得可验证注册日期，不凭域名/团队旧事业认定新创。"
},
{
"id": "MISSINGYEAR5-INDEX-POOL",
"companyId": null,
"title": "缺年第五批6项",
"url": "https://www.ycombinator.com/companies",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "原缺年54项第31—36项，均继续成立年待核；按现行硬件/设施/行业服务分类。",
"limitation": "累计36项外部补核：1关联/8范围外/25缺年/2 AI待核，余18项；无主公司或收入观测新增。"
}
],
"reviews": [
@@ -87015,6 +87246,27 @@
"MISSINGYEAR4-32131-TERMS"
],
"handling": "LOI、目标电价、示例财务、代理替代成本/客户推理节省、采用数和免费医院许可不反推ARR；原发现及收入图不变。"
},
{
"id": "MISSINGYEAR5-R-BOUNDARY",
"type": "预留推理、额度与价值识别不等收入",
"company": "缺年第五批6项",
"scope": "dataset",
"summary": "Touchmark RFQ及代收、Tarifflo进口货值/用量额度/回收服务、Snowstone识别机会与已实现收益分别记录；硬件/夹具/数据采集不作纯软件。",
"evidenceIds": [
"MISSINGYEAR5-INDEX-POOL",
"MISSINGYEAR5-32168-HOME",
"MISSINGYEAR5-32253-HOME",
"MISSINGYEAR5-32253-PRICE",
"MISSINGYEAR5-32253-LEGAL",
"MISSINGYEAR5-32319-HOME",
"MISSINGYEAR5-32319-PRICE",
"MISSINGYEAR5-32520-HOME",
"MISSINGYEAR5-32520-TERMS",
"MISSINGYEAR5-32552-HOME",
"MISSINGYEAR5-32585-HOME"
],
"handling": "六项成立/主体仍待核，不用同名登记强配；无新ARR，科研履历/第三方触觉研究和展示测试不当产品实测。"
}
],
"coverage": {
@@ -93112,6 +93364,108 @@
]
}
]
},
{
"id": "YC-MISSING-YEAR-5",
"sourceId": "S01",
"url": "https://www.ycombinator.com/companies",
"accessedAt": "2026-10-31",
"scope": "原缺年54项第31—36项，6项成立待核；累计36项补核余18项。发布只用元数据沿革线索，主体/收费/技术缺项保留。",
"complete": false,
"records": [
{
"id": "YC-MISSING5-32168",
"name": "Synapse Semiconductor",
"url": "https://www.ycombinator.com/companies/synapse-semiconductor",
"categoryId": "C10",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "Synapse Semiconductor视觉传感/计算融合硬件，YC明确像素内神经网络滤波，官网芯片筛选信息；成立/主体/商业交付未知。科研履历、论文和传感目标非实际销售或独立性能，芯片制造/量产成本与软件收入需拆。",
"evidenceIds": [
"MISSINGYEAR5-32168-YC",
"MISSINGYEAR5-32168-HOME",
"MISSINGYEAR5-32168-LAUNCH1"
]
},
{
"id": "YC-MISSING5-32253",
"name": "Touchmark",
"url": "https://www.ycombinator.com/companies/touchmark",
"categoryId": "C03",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "Touchmark预留推理容量市场，供应商负责服务，平台计量代收；成立/主体日期待核。4T+ tokens为RFQ而非成交/交付或收入，买方无交易费不说明平台总收入为零；旧10—30%折扣/官网10—60%/价曲线上限20%各自范围保留，预付容量/转售不作MRR。",
"evidenceIds": [
"MISSINGYEAR5-32253-YC",
"MISSINGYEAR5-32253-HOME",
"MISSINGYEAR5-32253-LAUNCH1",
"MISSINGYEAR5-32253-PRICE",
"MISSINGYEAR5-32253-LEGAL"
]
},
{
"id": "YC-MISSING5-32319",
"name": "Tarifflo Inc.",
"url": "https://www.ycombinator.com/companies/tarifflo-inc",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "Tarifflo海关AI分类/申报软件和退款回收服务，成立/主体日期未知。YC免费filing与现价表每申报交易6、准备20美元符号并列，不推合同已变；150/500月计划是用量额度，退款成功费/人工服务与软件费需拆。1.6B进口货值、1M产品审查非公司收入。",
"evidenceIds": [
"MISSINGYEAR5-32319-YC",
"MISSINGYEAR5-32319-HOME",
"MISSINGYEAR5-32319-PRICE"
]
},
{
"id": "YC-MISSING5-32520",
"name": "Snowstone",
"url": "https://www.ycombinator.com/companies/snowstone",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "Snowstone PE运营诊断/价值创造AI，网站运营者Cerenovus Inc.，不是凭同名映射Snowstone UK Limited；成立/集团沿革待核。2B交易审查、50M机会价值及10000Agent非收入/已实现客户收益；条款明示金额为估计、服务另签合同，7日为目标。",
"evidenceIds": [
"MISSINGYEAR5-32520-YC",
"MISSINGYEAR5-32520-HOME",
"MISSINGYEAR5-32520-TERMS"
]
},
{
"id": "YC-MISSING5-32552",
"name": "6thSense",
"url": "https://www.ycombinator.com/companies/6thsense",
"categoryId": "C10",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "6thSense触觉Skin与同步视觉Eye2 Pro为机器人学习数据采集硬件，成立/主体未知。官网引用CMU等第三方研究不代表本产品独立测试，80%成功率非公司实测；传感器、采集服务/数据许可收入需拆，研究/演示非交付。",
"evidenceIds": [
"MISSINGYEAR5-32552-YC",
"MISSINGYEAR5-32552-HOME",
"MISSINGYEAR5-32552-LAUNCH1",
"MISSINGYEAR5-32552-ABOUT"
]
},
{
"id": "YC-MISSING5-32585",
"name": "Hilstart",
"url": "https://www.ycombinator.com/companies/hilstart",
"categoryId": "C03",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "Hilstart物理Agent测试工具链和Tracer硬件接口/定制夹具，成立/主体未知。Agent写测试与首次上电/阈值人工批准分开；网页70/70 checks、波形与电压是展示不是本次实测/独立性能，硬件/夹具/软件/支持成本需拆。",
"evidenceIds": [
"MISSINGYEAR5-32585-YC",
"MISSINGYEAR5-32585-HOME"
]
}
]
}
],
"directoryRechecks": [
content/research/ai-companies.sources.json
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@@ -1,5 +1,5 @@
{
"version": "2026-10-31-missing-year-4",
"version": "2026-10-31-missing-year-5",
"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。",
@@ -16,7 +16,7 @@
"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。",
"limitation": "批次不等于成立年；不代表全部公司",
"nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。 缺年第三批6项：Zymbly经英国登记2025入表、5项继续缺年；累计24项外部补核（1关联/7范围外/15缺年/1 AI待核），余30项。前Newton Education/全球主体、Cardinal旧产品、GovGuard拨款/人审、Elyra代收与医疗研发边界保留。 缺年第四批6项：CONUS旧业务排除、4缺年、Apollo AI待核；累计30项（1关联/8范围外/19缺年/2 AI待核），余24项。Gravy当前只读与远程依赖、空条款、CONUS免费核心与收费智能许可和LOI/示例金额边界保留。"
"nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。 缺年第三批6项：Zymbly经英国登记2025入表、5项继续缺年；累计24项外部补核（1关联/7范围外/15缺年/1 AI待核），余30项。前Newton Education/全球主体、Cardinal旧产品、GovGuard拨款/人审、Elyra代收与医疗研发边界保留。 缺年第四批6项：CONUS旧业务排除、4缺年、Apollo AI待核；累计30项（1关联/8范围外/19缺年/2 AI待核），余24项。Gravy当前只读与远程依赖、空条款、CONUS免费核心与收费智能许可和LOI/示例金额边界保留。 缺年第五批6项均成立待核；累计36项（1关联/8范围外/25缺年/2 AI待核），余18项。Touchmark RFQ/代收、Tarifflo现行价表与免费描述差异、Snowstone估计价值、机器人数据硬件和夹具交付分开；同名公司不强配。"
},
{
"id": "S02",
content/research/ai-income-analysis.json
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{
"sourceVersion": "2026-10-31-missing-year-4",
"sourceVersion": "2026-10-31-missing-year-5",
"asOf": "2026-10-31",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",