From 5ee04f26ae5ef26d627139daaee643bcc609abce Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 04:26:29 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E6=A0=B824=E9=A1=B9AI=E5=80=99?= =?UTF-8?q?=E9=80=89=E5=B9=B6=E5=8C=BA=E5=88=86=E5=AE=9E=E4=BD=93=E9=94=80?= =?UTF-8?q?=E5=94=AE=E4=B8=8E=E9=A2=84=E4=BB=98=E6=94=B6=E5=85=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 65 +- content/research/ai-companies.seed.json | 2507 +++++++++++++++++++- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 2567 insertions(+), 17 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 547858b..65e3a33 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ async function main() { assert.equal(researchResponse.status, 200, "authenticated research API"); assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store")); const research = await researchResponse.json(); - assert.equal(research.companies.length, 1128); + assert.equal(research.companies.length, 1144); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3127); - assert.equal(research.observations.length, 426); + assert.equal(research.evidence.length, 3208); + assert.equal(research.observations.length, 444); 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 df9d760..8d89570 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,9 +23,9 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1128); - assert.equal(initial.evidence.length, 3127); - assert.equal(initial.observations.length, 426); + assert.equal(initial.companies.length, 1144); + assert.equal(initial.evidence.length, 3208); + assert.equal(initial.observations.length, 444); 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"); @@ -64,8 +64,8 @@ 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, 190); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 18); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 194); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 19); 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"]); @@ -85,11 +85,11 @@ test("reviews link explicit companies without turning global or excluded cases i test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => { const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); - assert.equal(summary.reduce((n, c) => n + c.count, 0), 1128); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 57); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1144); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 58); 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), 1050); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1065); 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")); @@ -124,8 +124,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become 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, 115); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 22); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 128); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 23); 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/); @@ -657,6 +657,51 @@ test("the sixth uncertain cohort preserves namesakes, churn and historical robot assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR6-"))); }); +test("the seventh uncertain cohort separates hardware sales, prepayments and bounded verification", () => { + const snapshot = seed as ResearchSnapshot; + const batch = snapshot.candidateBatches!.find((b) => b.id === "YC-AI-UNCLEAR-7")!; + const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(144, 168); + assert.equal(batch.complete, false); + assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source)); + assert.equal(batch.records.filter((r) => r.status === "linked").length, 16); + assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 8); + const robotNori = snapshot.companies.find((c) => c.id === "YC32553")!; + const healthNori = snapshot.companies.find((c) => c.id === "YC30657")!; + assert.equal(robotNori.cat, "C10"); + assert.equal(healthNori.cat, "C09"); + assert.notEqual(robotNori.url, healthNori.url, "same-name hardware and health companies retain distinct identities"); + assert.equal(batch.records.find((r) => r.name === "Nori")!.companyId, robotNori.id); + const figures = snapshot.observations.filter((o) => o.id.startsWith("UNCLEAR7-")); + assert.equal(figures.length, 18); + const sales = figures.find((o) => o.id.endsWith("NORI-SALES"))!; + assert.equal(sales.value, 440000); + assert.equal(sales.selection, "historical"); + assert.equal(sales.metric, undefined, "hardware sales with unverified preorder/delivery mix must not become ARR"); + assert.match(snapshot.companies.find((c) => c.id === "YC32164")!.price!, /额度/); + for (const suffix of ["GUT-PHARMACY", "MANIFOLD-PICKS", "ATC-CLIENT-FLEET", "OPERON-CLIENT-SAVE", "ANYALPHA-OLD-APPS", "LETTER-DEMO"]) { + assert.equal(figures.find((o) => o.id.endsWith(suffix))!.selection, "excluded"); + } + assert.match(figures.find((o) => o.id.endsWith("LETTER-DEMO"))!.scope, /fictional/); + assert.equal(snapshot.companies.find((c) => c.id === "YC34899")!.cat, "C06"); + const kailash = snapshot.companies.find((c) => c.id === "YC34828")!; + assert.equal(kailash.cat, "C10"); + assert.equal(kailash.technicalReview!.level, "description", "an open-weights claim without readable weights or a model card is not a reviewed public artifact"); + const graphify = snapshot.companies.find((c) => c.id === "YC32583")!; + assert.equal(graphify.technicalReview!.level, "public-artifact"); + const proof = snapshot.evidence.find((e) => e.id === "UNCLEAR7-32583-PROOF")!; + assert.match(proof.summary, /unknown/); + assert.match(proof.summary, /函数/); + assert.match(proof.limitation, /整库正确/); + assert.match(snapshot.companies.find((c) => c.id === "YC32518")!.notes, /Build标Coming soon/); + for (const name of ["Kara", "Molagri", "TareBio", "Atomarine", "Vernius Systems, Inc."]) { + const row = batch.records.find((r) => r.name === name)!; + assert.equal(row.status, "pending-ai"); + assert.equal(row.companyId, undefined); + } + assert.ok(figures.every((o) => o.comparisonGroup === null)); + assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR7-"))); +}); + test("Chinese discovery entries preserve unread articles and use separate primary evidence", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; const batch = snapshot.candidateBatches!.find((b) => b.id === "JQ-2026-targeted-1")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index d69d603..628cfb4 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-ai-unclear-6", + "version": "2026-10-31-ai-unclear-7", "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": [ @@ -34872,6 +34872,594 @@ "UNCLEAR6-32128-HOME" ] } + }, + { + "id": "YC32164", + "name": "Prized", + "url": "https://www.ycombinator.com/companies/prized", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 2, + "location": null, + "business": "提供持久云开发机、本地文件同步及端口映射，另有API临时沙盒。", + "buyer": "需要持续运行编码Agent的开发团队", + "delivery": "当前云devbox与7月内部工具生成器分别保留；定价页明确旧工具另有tools.prized.dev。套餐转为额度、余额最多滚存两月，不把每月充值当MRR或实际资源消费。", + "notes": "当前云devbox与7月内部工具生成器分别保留；定价页明确旧工具另有tools.prized.dev。套餐转为额度、余额最多滚存两月，不把每月充值当MRR或实际资源消费。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "每月计划原文$10—$1000额度、页面默认$25；按资源抵扣并限时滚存，不当月订阅净收入", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32164-YC", + "UNCLEAR7-32164-LAUNCH1", + "UNCLEAR7-32164-LAUNCH2", + "UNCLEAR7-32164-HOME", + "UNCLEAR7-32164-PRICE" + ], + "revenueStatus": "unknown", + "extraUrl": "https://prized.dev", + "businessModel": "云资源计量/预付额度，非单纯软件席位费", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "pricingEvidence": "UNCLEAR7-32164-PRICE", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "持久Agent云机、文件/端口及按秒沙盒只读说明，未安装或运行/编译。", + "evidenceIds": [ + "UNCLEAR7-32164-HOME" + ] + } + }, + { + "id": "YC32170", + "name": "Gutgutgoose", + "url": "https://www.ycombinator.com/companies/gutgutgoose", + "channel": "S01", + "cat": "C09", + "year": 2026, + "team": 7, + "location": null, + "business": "用测序和混合机理-AI模型匹配益生菌配方，提供补充剂和复测。", + "buyer": "个人肠道健康用户", + "delivery": "官网明确Hybrid Mechanistic-AI，故补证入表；只是公司自述模型和补充剂，未取得独立临床效果。旧药房400万年收入不等本产品收入，订金、退费承诺与已确认订阅分开。", + "notes": "官网明确Hybrid Mechanistic-AI，故补证入表；只是公司自述模型和补充剂，未取得独立临床效果。旧药房400万年收入不等本产品收入，订金、退费承诺与已确认订阅分开。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "官网原文$93或$183/月的实体配方/测序复测组合；实际合同及退款未知", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32170-YC", + "UNCLEAR7-32170-LAUNCH1", + "UNCLEAR7-32170-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://gutgutgoose.com/", + "businessModel": "实体补充剂月费加测序/复测、配制服务；数据/研究成本待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "pricingEvidence": "UNCLEAR7-32170-HOME", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "Hybrid Mechanistic-AI及机理模型自述；未核独立临床设计/效果，未采样/服用。", + "evidenceIds": [ + "UNCLEAR7-32170-HOME" + ] + } + }, + { + "id": "YC32260", + "name": "Manifold", + "url": "https://www.ycombinator.com/companies/manifold-2", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 2, + "location": null, + "business": "以学习式自主策略执行仓库搬运/拣选，并由远端人工处理例外。", + "buyer": "仓库及供应链运营商", + "delivery": "官网明确AI自主栈和远程操作员；500万picks为正在部署以执行的量，未证明已完成/已付。零前期费不等无资本/人工成本，目标参数与模拟画面不作独立性能。", + "notes": "官网明确AI自主栈和远程操作员；500万picks为正在部署以执行的量，未证明已完成/已付。零前期费不等无资本/人工成本，目标参数与模拟画面不作独立性能。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32260-YC", + "UNCLEAR7-32260-LAUNCH1", + "UNCLEAR7-32260-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.manifoldindustries.ai/", + "businessModel": "按pick计费机器人服务，硬件折旧/人工监督/维护与软件须拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "AI自主策略配合远端人工，模拟路径/目标规格与实际吞吐分开，未操作或实测。", + "evidenceIds": [ + "UNCLEAR7-32260-HOME" + ] + } + }, + { + "id": "YC32518", + "name": "Agency Tool Company", + "url": "https://www.ycombinator.com/companies/agency-tool-company", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 3, + "location": null, + "business": "交付机器人软件/模型的增量更新、回退和设备管理，计划提供目标硬件CI。", + "buyer": "部署学习模型的机器人研发及车队团队", + "delivery": "官网明确可部署模型及LeRobot/CUDA等机器人栈，作为AI机器人部署设施入表而非自研模型；Deploy为beta，Build标Coming soon，不把YC第二产品描述或演示CI结果当正式可用/本项目授权runner。", + "notes": "官网明确可部署模型及LeRobot/CUDA等机器人栈，作为AI机器人部署设施入表而非自研模型；Deploy为beta，Build标Coming soon，不把YC第二产品描述或演示CI结果当正式可用/本项目授权runner。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32518-YC", + "UNCLEAR7-32518-LAUNCH1", + "UNCLEAR7-32518-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://agencytool.com", + "businessModel": "机器人部署基础设施/托管嵌入计算，模型与非AI负载、服务费待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "机器人模型/软件OTA与目标硬件CI描述；Build Coming soon，未运行任何厂商CI/构建。", + "evidenceIds": [ + "UNCLEAR7-32518-HOME" + ] + } + }, + { + "id": "YC32527", + "name": "machine0", + "url": "https://www.ycombinator.com/companies/machine0", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 1, + "location": null, + "business": "通过CLI/MCP为Agent创建、暂停和恢复CPU/GPU云VM及配置环境。", + "buyer": "长时间运行Agent和自动研究的开发团队", + "delivery": "明确Agent专用接口，仍可托管通用负载；99.99% uptime和隔离未实测，挂起仍计镜像存储。旧Upflow多百万ARR及Hike用户不迁入，月价是连续用量估计不是MRR。", + "notes": "明确Agent专用接口，仍可托管通用负载；99.99% uptime和隔离未实测，挂起仍计镜像存储。旧Upflow多百万ARR及Hike用户不迁入，月价是连续用量估计不是MRR。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "CPU原文$0.013/小时起，GPU$0.836/小时起，按分钟计；挂起存储另计；月价为估算", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32527-YC", + "UNCLEAR7-32527-LAUNCH1", + "UNCLEAR7-32527-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://machine0.io", + "businessModel": "按分钟云计算与存储计量，预付余额和上游资源成本待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "pricingEvidence": "UNCLEAR7-32527-HOME", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "Agent驱动VM/配置接口描述，未启动机器或验证隔离/99.99%uptime。", + "evidenceIds": [ + "UNCLEAR7-32527-HOME" + ] + } + }, + { + "id": "YC32553", + "name": "Nori Robotics", + "url": "https://www.ycombinator.com/companies/noril1", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 5, + "location": null, + "business": "销售可训练的低价双臂移动机器人，并以部署数据训练通用机器人策略。", + "buyer": "机器人研究开发者及家庭/企业硬件买家", + "delivery": "YC自述六周440K+ sales、首台部署，官网1688全价非订金、秋季发货；不清楚sales含预售/已履约比例，不当ARR或已全部交付。与YC30657个人健康应用Nori不同公司，不能按同名复用。", + "notes": "YC自述六周440K+ sales、首台部署，官网1688全价非订金、秋季发货；不清楚sales含预售/已履约比例，不当ARR或已全部交付。与YC30657个人健康应用Nori不同公司，不能按同名复用。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "官网原文$1688全价、非订金，秋季发货，开发者beta另列；实际回款/履约未知", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32553-YC", + "UNCLEAR7-32553-LAUNCH1", + "UNCLEAR7-32553-HOME", + "UNCLEAR7-32553-BETA" + ], + "revenueStatus": "self", + "extraUrl": "http://norirobotics.com", + "businessModel": "机器人硬件销售、技能/软件及数据采集；出货/退款及物料成本待核", + "entityBasis": "YC noril1（2026，机器人，官网Nori Robotics）与YC30657 nori（2025，个人健康软件）分别建档；不是同名复用，法律注册仍未独立核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "pricingEvidence": "UNCLEAR7-32553-HOME", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "部署数据训练策略和开发者beta边界，未核量产交付、家庭任务或示范性能。", + "evidenceIds": [ + "UNCLEAR7-32553-HOME", + "UNCLEAR7-32553-BETA" + ] + } + }, + { + "id": "YC32583", + "name": "Graphify Labs", + "url": "https://www.ycombinator.com/companies/graphify-labs", + "channel": "S01", + "cat": "C04", + "year": 2026, + "team": 1, + "location": null, + "business": "构建代码知识图谱及共享上下文，并提供PR审查和限定范围的差异验证。", + "buyer": "工程团队及编码Agent开发者", + "delivery": "公开README/许可/基准可读；代码AST确定性解析与文档语义模型分开。proven只针对求解器模型中的函数、预算耗尽为unknown；非整库功能正确或本研究独立实测，下载/stars/注册不等付费。", + "notes": "公开README/许可/基准可读；代码AST确定性解析与文档语义模型分开。proven只针对求解器模型中的函数、预算耗尽为unknown；非整库功能正确或本研究独立实测，下载/stars/注册不等付费。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "Pro原文年付$120/年月等值$10、月付$15；Teams首100队年付$20/席/月且至少2席，之后$28", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32583-YC", + "UNCLEAR7-32583-LAUNCH1", + "UNCLEAR7-32583-HOME", + "UNCLEAR7-32583-PRICE", + "UNCLEAR7-32583-README", + "UNCLEAR7-32583-LICENSE", + "UNCLEAR7-32583-MIT", + "UNCLEAR7-32583-BENCH", + "UNCLEAR7-32583-PROOF" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.graphify.com/", + "businessModel": "开源代码引擎入口，云端按开发者/席位及企业自托管收费", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "pricingEvidence": "UNCLEAR7-32583-PRICE", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "README、许可及自有基准可读；函数solver模型内的差异证明有unknown，不等需求/整库正确；未运行或独立复现。", + "evidenceIds": [ + "UNCLEAR7-32583-HOME", + "UNCLEAR7-32583-README", + "UNCLEAR7-32583-LICENSE", + "UNCLEAR7-32583-MIT", + "UNCLEAR7-32583-BENCH", + "UNCLEAR7-32583-PROOF" + ] + } + }, + { + "id": "YC32621", + "name": "Aktoria Robotics", + "url": "https://www.ycombinator.com/companies/aktoria-robotics", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 2, + "location": null, + "business": "提供机器人遥操作软件、24小时人工操作员网络及训练数据片段。", + "buyer": "部署机器人的企业及机器人训练实验室", + "delivery": "官网明确向训练实验室供数据，不只是泛用远控；40ms旧跨国宣传与官网130ms线路/5ms本地口径分别保留。没有把操作员劳动当全自主/纯软件毛利，数据样本可见不等已售或授权已核。", + "notes": "官网明确向训练实验室供数据，不只是泛用远控；40ms旧跨国宣传与官网130ms线路/5ms本地口径分别保留。没有把操作员劳动当全自主/纯软件毛利，数据样本可见不等已售或授权已核。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-32621-YC", + "UNCLEAR7-32621-LAUNCH1", + "UNCLEAR7-32621-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://aktoria.com/", + "businessModel": "软件加托管人工运营和非独家训练数据销售；价格/工时与数据权利待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "遥操作软件、人工运营和训练数据交付分开；延迟随线路口径，未测服务或下载数据。", + "evidenceIds": [ + "UNCLEAR7-32621-HOME" + ] + } + }, + { + "id": "YC33013", + "name": "Operon", + "url": "https://www.ycombinator.com/companies/operon", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 0, + "location": null, + "business": "将工厂图纸/文件/传感资料组织为上下文，并定制Agent执行专业工作流。", + "buyer": "制造、工程承包及流程工业企业", + "delivery": "官网首月工程师进入客户公司、3周上线且人工批准；单笔down payment覆盖一轮，不默认经常性订阅。平均280万年节省是客户价值非Operon ARR；YC团队0只原字段，不代表无人交付。", + "notes": "官网首月工程师进入客户公司、3周上线且人工批准；单笔down payment覆盖一轮，不默认经常性订阅。平均280万年节省是客户价值非Operon ARR；YC团队0只原字段，不代表无人交付。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给；0不作为实际无人团队结论", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-33013-YC", + "UNCLEAR7-33013-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://operonsolutions.com/en", + "businessModel": "驻场工程和行业定制交付；一次预付与持续收费待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。" + }, + { + "id": "YC33018", + "name": "Agentcard", + "url": "https://www.ycombinator.com/companies/agentcard", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 4, + "location": null, + "business": "为Agent提供卡片托管、发卡和购买执行接口，并保留用户支付授权。", + "buyer": "提供个人AI助手及Agent采购的产品团队", + "delivery": "当前主打代客户存卡/购买，保留6月独立借记卡旧发布；Vault免费额度、Issuing月费与1% revenue share分别保存，不臆定分成方向/费率净额。语音早期访问、Purchase Agent beta免费，成功率/合规仅自述。", + "notes": "当前主打代客户存卡/购买，保留6月独立借记卡旧发布；Vault免费额度、Issuing月费与1% revenue share分别保存，不臆定分成方向/费率净额。语音早期访问、Purchase Agent beta免费，成功率/合规仅自述。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "Vault≤5000用户免费；Issuing原文$5000/月和1% revenue share；购买Agent beta免费；合同净额未知", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-33018-YC", + "UNCLEAR7-33018-LAUNCH1", + "UNCLEAR7-33018-LAUNCH2", + "UNCLEAR7-33018-HOME", + "UNCLEAR7-33018-PRICE" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.agentcard.com", + "businessModel": "卡托管/发卡平台费、交易分成及购买请求；客户资金/结算额与净收入待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "pricingEvidence": "UNCLEAR7-33018-PRICE", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "卡托管/购买执行和人工付款授权的公开描述，未接卡/交易或验证成功率、合规。", + "evidenceIds": [ + "UNCLEAR7-33018-HOME" + ] + } + }, + { + "id": "YC33144", + "name": "Grip", + "url": "https://www.ycombinator.com/companies/grip", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 4, + "location": null, + "business": "用学习式场景理解/抓取规划和专用硬件分拣变化的垃圾流。", + "buyer": "有机垃圾及回收分选运营商", + "delivery": "YC正文明确从成功/失败抓取学习，官网仅简短标语；客户行业损失/工厂数不作收入，产品吞吐、实际部署与持续付费未核，不把未来所有垃圾覆盖当已交付。", + "notes": "YC正文明确从成功/失败抓取学习，官网仅简短标语；客户行业损失/工厂数不作收入，产品吞吐、实际部署与持续付费未核，不把未来所有垃圾覆盖当已交付。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-33144-YC", + "UNCLEAR7-33144-LAUNCH1", + "UNCLEAR7-33144-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.griprobotics.ai", + "businessModel": "分选机器人系统/现场运营；硬件、维护、数据与计费待核", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "学习式垃圾抓取及从失败数据学习为自述，未独立核实际装机、吞吐与分选准确率。", + "evidenceIds": [ + "UNCLEAR7-33144-HOME" + ] + } + }, + { + "id": "YC33313", + "name": "SubVysion", + "url": "https://www.ycombinator.com/companies/subvysion", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 2, + "location": null, + "business": "以地面机器人采集地下传感数据，并用机器学习/Agent生成3D设施地图。", + "buyer": "施工、地下设施承包商及未来城市/能源客户", + "delivery": "8月发布明确机器学习/Agent任务，官网无可读正文；1500亿行业浪费和1400万/日云厂延期损失是客户/行业成本。精度/100倍细度/速度自述未独立核，不将采集点或节省当收入。", + "notes": "8月发布明确机器学习/Agent任务，官网无可读正文；1500亿行业浪费和1400万/日云厂延期损失是客户/行业成本。精度/100倍细度/速度自述未独立核，不将采集点或节省当收入。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-33313-YC", + "UNCLEAR7-33313-LAUNCH1", + "UNCLEAR7-33313-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://subvysion.com", + "businessModel": "机器人测绘及数据服务；按项目、地图许可和硬件运营待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "ML/Agent地下数据处理为发布自述，现场精度与性能未独立核、官网正文未取得。", + "evidenceIds": [ + "UNCLEAR7-33313-HOME" + ] + } + }, + { + "id": "YC33408", + "name": "Salem Robotics Inc", + "url": "https://www.ycombinator.com/companies/salem-robotics-inc", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 2, + "location": null, + "business": "提供physical AI和动态规划，使机器人执行巡检/测量并输出可追溯记录。", + "buyer": "核设施及其他危险工业场所运营商", + "delivery": "官网明确physical AI；确定性运动保证与环境动态/现场风险边界分开，未独立验证安全或监管接受。合同洽谈不是销售，200K闲置机器人是客户资产价，派技术员测绘与后续维护成本需拆。", + "notes": "官网明确physical AI；确定性运动保证与环境动态/现场风险边界分开，未独立验证安全或监管接受。合同洽谈不是销售，200K闲置机器人是客户资产价，派技术员测绘与后续维护成本需拆。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-33408-YC", + "UNCLEAR7-33408-LAUNCH1", + "UNCLEAR7-33408-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://salemroboticsinc.com", + "businessModel": "自主软件加现场测绘/定制试点，可自带或采购合作伙伴机器人", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "physical AI/确定性运动与动态规划描述，现场风险/理论适用条件未独立验证。", + "evidenceIds": [ + "UNCLEAR7-33408-HOME" + ] + } + }, + { + "id": "YC34828", + "name": "Kailash Labs", + "url": "https://www.ycombinator.com/companies/kailash-labs", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 2, + "location": null, + "business": "当前官网提供会学习工件的机器人工作站；YC仍描述视频模型工厂及Marlin 2B。", + "buyer": "需要自动化工作站的工厂及原视频模型客户", + "delivery": "当前同一YC所链官网暂按C10，保留原C01模型方向；7天试点、无capex不等持续收入或无人工成本。未取得可核Marlin权重/模型卡/许可及独立对比，不把open-weights自述当已读公开模型。", + "notes": "当前同一YC所链官网暂按C10，保留原C01模型方向；7天试点、无capex不等持续收入或无人工成本。未取得可核Marlin权重/模型卡/许可及独立对比，不把open-weights自述当已读公开模型。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-34828-YC", + "UNCLEAR7-34828-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.kailashlabs.com/", + "businessModel": "当前机器人工作站/运维服务与原小视频模型/蒸馏方案分开", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "YC原Marlin2B视频模型主张与当前机器人学习分开，未取得可核权重/模型卡，不当已读公开模型。", + "evidenceIds": [ + "UNCLEAR7-34828-HOME" + ] + } + }, + { + "id": "YC34897", + "name": "AnyAlpha", + "url": "https://www.ycombinator.com/companies/anyalpha", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 2, + "location": null, + "business": "把自然语言交易想法转为Agent，研究/回测后连接账户执行。", + "buyer": "希望研究及执行策略的交易用户", + "delivery": "旧多款app合计500K ARR和创始人个人投资收益不当AnyAlpha收入；回测与示例策略不能证明实盘净收益，官网交易所Logo不自动证明集成可用/合作。未交易、开户或作投资建议。", + "notes": "旧多款app合计500K ARR和创始人个人投资收益不当AnyAlpha收入；回测与示例策略不能证明实盘净收益，官网交易所Logo不自动证明集成可用/合作。未交易、开户或作投资建议。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-34897-YC", + "UNCLEAR7-34897-LAUNCH1", + "UNCLEAR7-34897-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://anyalpha.ai/", + "businessModel": "AI交易软件/执行服务；订阅、平台费及交易资金待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。" + }, + { + "id": "YC34899", + "name": "The Letter Company", + "url": "https://www.ycombinator.com/companies/the-letter-company", + "channel": "S01", + "cat": "C06", + "year": 2026, + "team": 6, + "location": null, + "business": "以Agent可组合的内容、搜索可见度、线索和发信工具构建增长工作流。", + "buyer": "增长工程、营销及开发团队", + "delivery": "YC称增长编码Agent/harness，官网当前更明确营销原语，按C06；100+teams为采用自述。Acme/214家Stripe验证等为明确fictional/illustrative演示，不作真实客户付款或收入，未执行页面命令或发信。", + "notes": "YC称增长编码Agent/harness，官网当前更明确营销原语，按C06；100+teams为采用自述。Acme/214家Stripe验证等为明确fictional/illustrative演示，不作真实客户付款或收入，未执行页面命令或发信。 法律主体、实际付费/履约和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截至日未给", + "price": "未取得实际已付合同单价", + "stage": "公开业务资料；持续交付/商业成熟度待核", + "sourceType": "YC公司资料/历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR7-34899-YC", + "UNCLEAR7-34899-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://letter.dev", + "businessModel": "增长软件/API及定制上线；模型/内容制作/邮件设施成本待拆", + "entityBasis": "同一YC页及所链官网；同名公司、品牌变化、原业务与现产品及法律连续须分别核", + "classificationBasis": "人工复核：依据当前可读AI任务和主要交付；软件/Agent设施与实体、托管劳动、模型方向分开，原发现审计不变。" } ], "observations": [ @@ -41555,6 +42143,277 @@ "evidence": "UNCLEAR6-32123-HOME", "bound": "=", "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-NORI-SALES", + "company": "YC32553", + "name": "Nori Robotics", + "kind": "六周硬件sales自述", + "value": 440000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，称发布六周但业务截止日未给", + "scope": "机器人硬件sales，预售/已付/出货/退款及确认口径未给", + "selection": "historical", + "reason": "不是MRR或ARR；全价非订金也不证明履约，不能按1688反推已交付台数", + "evidence": "UNCLEAR7-32553-YC", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-NORI-DEPLOY", + "company": "YC32553", + "name": "Nori Robotics", + "kind": "首台机器人部署自述", + "value": 1, + "unit": "台", + "timing": "当前YC无明确业务截止日", + "scope": "早期部署，不代表全部订单完成", + "selection": "adoption", + "reason": "首台与sales分别保存，不按销量/预售反推付费/收入确认", + "evidence": "UNCLEAR7-32553-YC", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GUT-PHARMACY", + "company": "YC32170", + "name": "Gutgutgoose", + "kind": "创始人另建药房年度收入", + "value": 4000000, + "unit": "原文$，币种待核", + "timing": "2026-07-30发布，年度及主体期未给", + "scope": "另有药房用于资助研究，非Gutgutgoose配方业务", + "selection": "excluded", + "reason": "相关药房收入不迁入本AI产品ARR，也不当利润或研发预算", + "evidence": "UNCLEAR7-32170-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GUT-INITIAL", + "company": "YC32170", + "name": "Gutgutgoose", + "kind": "首晚sign ups自述", + "value": 7, + "unit": "注册/预订", + "timing": "2026-07-30发布，称首晚开订金", + "scope": "含家庭推荐，已付款金额/履约未知", + "selection": "adoption", + "reason": "订金/注册不能当持续订阅或收入，样本极小不可外推转化", + "evidence": "UNCLEAR7-32170-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-MANIFOLD-PICKS", + "company": "YC32260", + "name": "Manifold", + "kind": "部署以执行的拣选数量自述", + "value": 5000000, + "unit": "picks", + "timing": "2026-08-24发布，实际执行期未给", + "scope": "部署目标/工作量，非已完成已付次数", + "selection": "excluded", + "reason": "原文deploying to perform不代表已实现吞吐；不能乘未知单价生成收入", + "evidence": "UNCLEAR7-32260-LAUNCH1", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-ATC-PARTNERS", + "company": "YC32518", + "name": "Agency Tool Company", + "kind": "发布合作伙伴数量", + "value": 3, + "unit": "launch partners", + "timing": "当前YC无业务截止日", + "scope": "采用/试点，付费合同未知", + "selection": "adoption", + "reason": "伙伴数不等付费客户或已用CI人数，Build coming soon另列", + "evidence": "UNCLEAR7-32518-YC", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-ATC-CLIENT-FLEET", + "company": "YC32518", + "name": "Agency Tool Company", + "kind": "客户Burro已部署机队", + "value": 750, + "unit": "机器人", + "timing": "2026-07-28发布，客户累计规模", + "scope": "客户机队而非ATC直接付费设备数", + "selection": "excluded", + "reason": "不能把客户全部机器规模当工具收费设备/收入", + "evidence": "UNCLEAR7-32518-LAUNCH1", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GRAPHIFY-LAUNCH-STARS", + "company": "YC32583", + "name": "Graphify Labs", + "kind": "公开采用规模自述", + "value": 108000, + "unit": "GitHub stars", + "timing": "2026-08-19发布", + "scope": "开源/注册累计量，不是独立付费客户", + "selection": "adoption", + "reason": "不同来源时点/统计方式不相加；不能乘席位价反推ARR，当前计数可动态变化", + "evidence": "UNCLEAR7-32583-LAUNCH1", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GRAPHIFY-LAUNCH-DOWNLOADS", + "company": "YC32583", + "name": "Graphify Labs", + "kind": "公开采用规模自述", + "value": 5000000, + "unit": "下载", + "timing": "2026-08-19发布", + "scope": "开源/注册累计量，不是独立付费客户", + "selection": "adoption", + "reason": "不同来源时点/统计方式不相加；不能乘席位价反推ARR，当前计数可动态变化", + "evidence": "UNCLEAR7-32583-LAUNCH1", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GRAPHIFY-LAUNCH-SIGNUPS", + "company": "YC32583", + "name": "Graphify Labs", + "kind": "公开采用规模自述", + "value": 6000, + "unit": "注册", + "timing": "2026-08-19称首数周", + "scope": "开源/注册累计量，不是独立付费客户", + "selection": "adoption", + "reason": "不同来源时点/统计方式不相加；不能乘席位价反推ARR，当前计数可动态变化", + "evidence": "UNCLEAR7-32583-LAUNCH1", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GRAPHIFY-YC-STARS", + "company": "YC32583", + "name": "Graphify Labs", + "kind": "公开采用规模自述", + "value": 116000, + "unit": "GitHub stars", + "timing": "当前YC无截至日", + "scope": "开源/注册累计量，不是独立付费客户", + "selection": "adoption", + "reason": "不同来源时点/统计方式不相加；不能乘席位价反推ARR，当前计数可动态变化", + "evidence": "UNCLEAR7-32583-YC", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GRAPHIFY-YC-DOWNLOADS", + "company": "YC32583", + "name": "Graphify Labs", + "kind": "公开采用规模自述", + "value": 6500000, + "unit": "下载", + "timing": "当前YC无截至日", + "scope": "开源/注册累计量，不是独立付费客户", + "selection": "adoption", + "reason": "不同来源时点/统计方式不相加；不能乘席位价反推ARR，当前计数可动态变化", + "evidence": "UNCLEAR7-32583-YC", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GRAPHIFY-HOME-STARS", + "company": "YC32583", + "name": "Graphify Labs", + "kind": "公开采用规模自述", + "value": 139174, + "unit": "GitHub stars", + "timing": "2026-10-31官网读取", + "scope": "开源/注册累计量，不是独立付费客户", + "selection": "adoption", + "reason": "不同来源时点/统计方式不相加；不能乘席位价反推ARR，当前计数可动态变化", + "evidence": "UNCLEAR7-32583-HOME", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-GRAPHIFY-HOME-DOWNLOADS", + "company": "YC32583", + "name": "Graphify Labs", + "kind": "公开采用规模自述", + "value": 9600000, + "unit": "PyPI下载", + "timing": "2026-10-31官网读取", + "scope": "开源/注册累计量，不是独立付费客户", + "selection": "adoption", + "reason": "不同来源时点/统计方式不相加；不能乘席位价反推ARR，当前计数可动态变化", + "evidence": "UNCLEAR7-32583-HOME", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-OPERON-CLIENT-SAVE", + "company": "YC33013", + "name": "Operon", + "kind": "官网平均客户年度节省", + "value": 2800000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，测量样本/期间未给", + "scope": "客户收益，非Operon收费", + "selection": "excluded", + "reason": "单笔交付预付与客户节省不等自身经常性收入，未取得独立ROI测量", + "evidence": "UNCLEAR7-33013-HOME", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-ANYALPHA-OLD-APPS", + "company": "YC34897", + "name": "AnyAlpha", + "kind": "创始人此前多个app合计ARR", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "2026-10-26发布，旧app期间未给", + "scope": "此前多个app业务，不是AnyAlpha平台已确认收入", + "selection": "excluded", + "reason": "原文ARR标签只保留旧业务归属，不迁入当前公司/产品或进行领域均值", + "evidence": "UNCLEAR7-34897-LAUNCH1", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "UNCLEAR7-O-LETTER-TEAMS", + "company": "YC34899", + "name": "The Letter Company", + "kind": "官网团队采用自述", + "value": 100, + "unit": "团队", + "timing": "2026-10-31读取，业务截至日未给", + "scope": "使用增长产品，付费/留存未给", + "selection": "adoption", + "reason": "100+teams不代表100付费合同，页面支付验证演示不是此数字的审计", + "evidence": "UNCLEAR7-34899-HOME", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR7-O-LETTER-DEMO", + "company": "YC34899", + "name": "The Letter Company", + "kind": "虚构示例验证公司数", + "value": 214, + "unit": "示例公司", + "timing": "2026-10-31读取", + "scope": "Acme fictional/illustrative演示，非真实客户/付款记录", + "selection": "excluded", + "reason": "不能把带Stripe/签名的演示数字当真实财务证据或平台规模", + "evidence": "UNCLEAR7-34899-HOME", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -75954,6 +76813,897 @@ "kind": "公司自述官方资料复核", "summary": "原192项第121—144项：13新增、0复用、11继续AI主营待核。", "limitation": "六批144项加此前OpenSEO共145项有后续记录，另47项继续；HERA同名不同公司，旧AI产品不证明当前主营，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32137-YC", + "companyId": null, + "title": "Kara：当前YC复核", + "url": "https://www.ycombinator.com/companies/kara", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。金刚石晶圆/热管理材料；AI芯片客户和.ai域名不证明自身AI模型主营。样品采购单/试点未给已确认收入，创始人旧钻石销售不迁入，材料参数不当公司产品独立实测。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32137-LAUNCH1", + "companyId": null, + "title": "Kara: Making Diamond an Engineering Material", + "url": "https://www.ycombinator.com/launches/Sc0-kara-making-diamond-an-engineering-material", + "publishedAt": "2026-08-11", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "金刚石晶圆/热管理材料；AI芯片客户和.ai域名不证明自身AI模型主营。样品采购单/试点未给已确认收入，创始人旧钻石销售不迁入，材料参数不当公司产品独立实测。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32164-YC", + "companyId": "YC32164", + "title": "Prized：当前YC复核", + "url": "https://www.ycombinator.com/companies/prized", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。提供持久云开发机、本地文件同步及端口映射，另有API临时沙盒。 当前云devbox与7月内部工具生成器分别保留；定价页明确旧工具另有tools.prized.dev。套餐转为额度、余额最多滚存两月，不把每月充值当MRR或实际资源消费。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32164-LAUNCH1", + "companyId": "YC32164", + "title": "Prized: A cloud devbox that feels local", + "url": "https://www.ycombinator.com/launches/TAm-prized-a-cloud-devbox-that-feels-local", + "publishedAt": "2026-08-25", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "提供持久云开发机、本地文件同步及端口映射，另有API临时沙盒。 当前云devbox与7月内部工具生成器分别保留；定价页明确旧工具另有tools.prized.dev。套餐转为额度、余额最多滚存两月，不把每月充值当MRR或实际资源消费。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32164-LAUNCH2", + "companyId": "YC32164", + "title": "Prized: Lovable for internal tools", + "url": "https://www.ycombinator.com/launches/RTz-prized-lovable-for-internal-tools", + "publishedAt": "2026-07-14", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "提供持久云开发机、本地文件同步及端口映射，另有API临时沙盒。 当前云devbox与7月内部工具生成器分别保留；定价页明确旧工具另有tools.prized.dev。套餐转为额度、余额最多滚存两月，不把每月充值当MRR或实际资源消费。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32170-YC", + "companyId": "YC32170", + "title": "Gutgutgoose：当前YC复核", + "url": "https://www.ycombinator.com/companies/gutgutgoose", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=7，状态Active。用测序和混合机理-AI模型匹配益生菌配方，提供补充剂和复测。 官网明确Hybrid Mechanistic-AI，故补证入表；只是公司自述模型和补充剂，未取得独立临床效果。旧药房400万年收入不等本产品收入，订金、退费承诺与已确认订阅分开。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32170-LAUNCH1", + "companyId": "YC32170", + "title": "Gutgutgoose: Personalized probiotics", + "url": "https://www.ycombinator.com/launches/SAP-gutgutgoose-personalized-probiotics", + "publishedAt": "2026-07-30", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用测序和混合机理-AI模型匹配益生菌配方，提供补充剂和复测。 官网明确Hybrid Mechanistic-AI，故补证入表；只是公司自述模型和补充剂，未取得独立临床效果。旧药房400万年收入不等本产品收入，订金、退费承诺与已确认订阅分开。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32260-YC", + "companyId": "YC32260", + "title": "Manifold：当前YC复核", + "url": "https://www.ycombinator.com/companies/manifold-2", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。以学习式自主策略执行仓库搬运/拣选，并由远端人工处理例外。 官网明确AI自主栈和远程操作员；500万picks为正在部署以执行的量，未证明已完成/已付。零前期费不等无资本/人工成本，目标参数与模拟画面不作独立性能。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32260-LAUNCH1", + "companyId": "YC32260", + "title": "Manifold - Robotic labor for the supply chain industry", + "url": "https://www.ycombinator.com/launches/T8S-manifold-robotic-labor-for-the-supply-chain-industry", + "publishedAt": "2026-08-24", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以学习式自主策略执行仓库搬运/拣选，并由远端人工处理例外。 官网明确AI自主栈和远程操作员；500万picks为正在部署以执行的量，未证明已完成/已付。零前期费不等无资本/人工成本，目标参数与模拟画面不作独立性能。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32518-YC", + "companyId": "YC32518", + "title": "Agency Tool Company：当前YC复核", + "url": "https://www.ycombinator.com/companies/agency-tool-company", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=3，状态Active。交付机器人软件/模型的增量更新、回退和设备管理，计划提供目标硬件CI。 官网明确可部署模型及LeRobot/CUDA等机器人栈，作为AI机器人部署设施入表而非自研模型；Deploy为beta，Build标Coming soon，不把YC第二产品描述或演示CI结果当正式可用/本项目授权runner。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32518-LAUNCH1", + "companyId": "YC32518", + "title": "Agency Tool Company: The build and deployment platform for robotics", + "url": "https://www.ycombinator.com/launches/S4s-agency-tool-company-the-build-and-deployment-platform-for-robotics", + "publishedAt": "2026-07-28", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "交付机器人软件/模型的增量更新、回退和设备管理，计划提供目标硬件CI。 官网明确可部署模型及LeRobot/CUDA等机器人栈，作为AI机器人部署设施入表而非自研模型；Deploy为beta，Build标Coming soon，不把YC第二产品描述或演示CI结果当正式可用/本项目授权runner。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32521-YC", + "companyId": null, + "title": "Molagri：当前YC复核", + "url": "https://www.ycombinator.com/companies/molagri", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=4，状态Active。精准生物农药研发；结构生物学、进化建模和模块化生物制品不自动等AI核心，本轮未取得明确学习模型交付。首grower LOI、580万融资和论文不当产品收入/获准销售或独立安全效果。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32521-LAUNCH1", + "companyId": null, + "title": "Molagri: Resistance-free pesticides 🪲", + "url": "https://www.ycombinator.com/launches/SIm-molagri-resistance-free-pesticides", + "publishedAt": "2026-08-03", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "精准生物农药研发；结构生物学、进化建模和模块化生物制品不自动等AI核心，本轮未取得明确学习模型交付。首grower LOI、580万融资和论文不当产品收入/获准销售或独立安全效果。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32527-YC", + "companyId": "YC32527", + "title": "machine0：当前YC复核", + "url": "https://www.ycombinator.com/companies/machine0", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=1，状态Active。通过CLI/MCP为Agent创建、暂停和恢复CPU/GPU云VM及配置环境。 明确Agent专用接口，仍可托管通用负载；99.99% uptime和隔离未实测，挂起仍计镜像存储。旧Upflow多百万ARR及Hike用户不迁入，月价是连续用量估计不是MRR。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32527-LAUNCH1", + "companyId": "YC32527", + "title": "machine0: Cloud computers for AI agents", + "url": "https://www.ycombinator.com/launches/SBD-machine0-cloud-computers-for-ai-agents", + "publishedAt": "2026-07-31", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "通过CLI/MCP为Agent创建、暂停和恢复CPU/GPU云VM及配置环境。 明确Agent专用接口，仍可托管通用负载；99.99% uptime和隔离未实测，挂起仍计镜像存储。旧Upflow多百万ARR及Hike用户不迁入，月价是连续用量估计不是MRR。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32553-YC", + "companyId": "YC32553", + "title": "Nori：当前YC复核", + "url": "https://www.ycombinator.com/companies/noril1", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=5，状态Active。销售可训练的低价双臂移动机器人，并以部署数据训练通用机器人策略。 YC自述六周440K+ sales、首台部署，官网1688全价非订金、秋季发货；不清楚sales含预售/已履约比例，不当ARR或已全部交付。与YC30657个人健康应用Nori不同公司，不能按同名复用。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32553-LAUNCH1", + "companyId": "YC32553", + "title": "Nori: The $1688 humanoid robot", + "url": "https://www.ycombinator.com/launches/SxP-nori-the-1688-humanoid-robot", + "publishedAt": "2026-08-20", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "销售可训练的低价双臂移动机器人，并以部署数据训练通用机器人策略。 YC自述六周440K+ sales、首台部署，官网1688全价非订金、秋季发货；不清楚sales含预售/已履约比例，不当ARR或已全部交付。与YC30657个人健康应用Nori不同公司，不能按同名复用。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32583-YC", + "companyId": "YC32583", + "title": "Graphify Labs：当前YC复核", + "url": "https://www.ycombinator.com/companies/graphify-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=1，状态Active。构建代码知识图谱及共享上下文，并提供PR审查和限定范围的差异验证。 公开README/许可/基准可读；代码AST确定性解析与文档语义模型分开。proven只针对求解器模型中的函数、预算耗尽为unknown；非整库功能正确或本研究独立实测，下载/stars/注册不等付费。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32583-LAUNCH1", + "companyId": "YC32583", + "title": "Graphify Labs: Knowledge Graph Engine for Enterprises 🧠", + "url": "https://www.ycombinator.com/launches/SvA-graphify-labs-knowledge-graph-engine-for-enterprises", + "publishedAt": "2026-08-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "构建代码知识图谱及共享上下文，并提供PR审查和限定范围的差异验证。 公开README/许可/基准可读；代码AST确定性解析与文档语义模型分开。proven只针对求解器模型中的函数、预算耗尽为unknown；非整库功能正确或本研究独立实测，下载/stars/注册不等付费。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32584-YC", + "companyId": null, + "title": "Aerogen Systems：当前YC复核", + "url": "https://www.ycombinator.com/companies/aerogen-systems", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=4，状态Active。半导体设备污染控制及未来互连洁净系统；芯片客户、监测和仿真不自动证明AI核心。Talos试点与CleanPipe未来目标分开，产率/客户氮气成本非收入，净化效果只是厂商结果。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32584-LAUNCH1", + "companyId": null, + "title": "Aerogen Systems: Building Chip Fabs Without Cleanrooms", + "url": "https://www.ycombinator.com/launches/Ssk-aerogen-systems-building-chip-fabs-without-cleanrooms", + "publishedAt": "2026-08-18", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "半导体设备污染控制及未来互连洁净系统；芯片客户、监测和仿真不自动证明AI核心。Talos试点与CleanPipe未来目标分开，产率/客户氮气成本非收入，净化效果只是厂商结果。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32586-YC", + "companyId": null, + "title": "Greypoint Industries：当前YC复核", + "url": "https://www.ycombinator.com/companies/greypoint-industries", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=4，状态Active。无线信号感知无人机群；跟踪/定位与创始人AI履历未明确实际学习模型主营。自述加拿大政府合同未有金额/公开合同/履约证据，不能认定已确认收入；官网普通读取403，不声称读过正文。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32586-LAUNCH1", + "companyId": null, + "title": "Greypoint Industries: Drone swarms that find drone operators", + "url": "https://www.ycombinator.com/launches/SBr-greypoint-industries-drone-swarms-that-find-drone-operators", + "publishedAt": "2026-07-30", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "无线信号感知无人机群；跟踪/定位与创始人AI履历未明确实际学习模型主营。自述加拿大政府合同未有金额/公开合同/履约证据，不能认定已确认收入；官网普通读取403，不声称读过正文。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32587-YC", + "companyId": null, + "title": "TareBio：当前YC复核", + "url": "https://www.ycombinator.com/companies/tarebio", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=1，状态Active。免疫读出驱动疫苗研发；正文/官网未明确当前AI模型任务，招聘ML工程师不等已交付AI。小鼠结果/未来首患者时间不是人类疗效或许可；资助/合作不当ARR，不归基础模型公司。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32587-LAUNCH1", + "companyId": null, + "title": "TareBio: Vaccines for any cancer or infection in weeks", + "url": "https://www.ycombinator.com/launches/SIu-tarebio-vaccines-for-any-cancer-or-infection-in-weeks", + "publishedAt": "2026-08-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "免疫读出驱动疫苗研发；正文/官网未明确当前AI模型任务，招聘ML工程师不等已交付AI。小鼠结果/未来首患者时间不是人类疗效或许可；资助/合作不当ARR，不归基础模型公司。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-32621-YC", + "companyId": "YC32621", + "title": "Aktoria Robotics：当前YC复核", + "url": "https://www.ycombinator.com/companies/aktoria-robotics", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。提供机器人遥操作软件、24小时人工操作员网络及训练数据片段。 官网明确向训练实验室供数据，不只是泛用远控；40ms旧跨国宣传与官网130ms线路/5ms本地口径分别保留。没有把操作员劳动当全自主/纯软件毛利，数据样本可见不等已售或授权已核。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32621-LAUNCH1", + "companyId": "YC32621", + "title": "Aktoria Robotics is the teleoperation layer to speed up robot deployments", + "url": "https://www.ycombinator.com/launches/SSw-aktoria-robotics-is-the-teleoperation-layer-to-speed-up-robot-deployments", + "publishedAt": "2026-08-06", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "提供机器人遥操作软件、24小时人工操作员网络及训练数据片段。 官网明确向训练实验室供数据，不只是泛用远控；40ms旧跨国宣传与官网130ms线路/5ms本地口径分别保留。没有把操作员劳动当全自主/纯软件毛利，数据样本可见不等已售或授权已核。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33013-YC", + "companyId": "YC33013", + "title": "Operon：当前YC复核", + "url": "https://www.ycombinator.com/companies/operon", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=0，状态Active。将工厂图纸/文件/传感资料组织为上下文，并定制Agent执行专业工作流。 官网首月工程师进入客户公司、3周上线且人工批准；单笔down payment覆盖一轮，不默认经常性订阅。平均280万年节省是客户价值非Operon ARR；YC团队0只原字段，不代表无人交付。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33018-YC", + "companyId": "YC33018", + "title": "Agentcard：当前YC复核", + "url": "https://www.ycombinator.com/companies/agentcard", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=4，状态Active。为Agent提供卡片托管、发卡和购买执行接口，并保留用户支付授权。 当前主打代客户存卡/购买，保留6月独立借记卡旧发布；Vault免费额度、Issuing月费与1% revenue share分别保存，不臆定分成方向/费率净额。语音早期访问、Purchase Agent beta免费，成功率/合规仅自述。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33018-LAUNCH1", + "companyId": "YC33018", + "title": "Agentcard: Cards for AI agents", + "url": "https://www.ycombinator.com/launches/TCO-agentcard-cards-for-ai-agents", + "publishedAt": "2026-08-26", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "为Agent提供卡片托管、发卡和购买执行接口，并保留用户支付授权。 当前主打代客户存卡/购买，保留6月独立借记卡旧发布；Vault免费额度、Issuing月费与1% revenue share分别保存，不臆定分成方向/费率净额。语音早期访问、Purchase Agent beta免费，成功率/合规仅自述。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33018-LAUNCH2", + "companyId": "YC33018", + "title": "Agentcard: Debit cards for AI agents", + "url": "https://www.ycombinator.com/launches/Qx6-agentcard-debit-cards-for-ai-agents", + "publishedAt": "2026-06-25", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "为Agent提供卡片托管、发卡和购买执行接口，并保留用户支付授权。 当前主打代客户存卡/购买，保留6月独立借记卡旧发布；Vault免费额度、Issuing月费与1% revenue share分别保存，不臆定分成方向/费率净额。语音早期访问、Purchase Agent beta免费，成功率/合规仅自述。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33144-YC", + "companyId": "YC33144", + "title": "Grip：当前YC复核", + "url": "https://www.ycombinator.com/companies/grip", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=4，状态Active。用学习式场景理解/抓取规划和专用硬件分拣变化的垃圾流。 YC正文明确从成功/失败抓取学习，官网仅简短标语；客户行业损失/工厂数不作收入，产品吞吐、实际部署与持续付费未核，不把未来所有垃圾覆盖当已交付。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33144-LAUNCH1", + "companyId": "YC33144", + "title": "Grip - Robotics for Waste Management", + "url": "https://www.ycombinator.com/launches/SxR-grip-robotics-for-waste-management", + "publishedAt": "2026-08-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用学习式场景理解/抓取规划和专用硬件分拣变化的垃圾流。 YC正文明确从成功/失败抓取学习，官网仅简短标语；客户行业损失/工厂数不作收入，产品吞吐、实际部署与持续付费未核，不把未来所有垃圾覆盖当已交付。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33281-YC", + "companyId": null, + "title": "Earendil Robotics：当前YC复核", + "url": "https://www.ycombinator.com/companies/earendil-robotics", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，Team Size=7，状态Active。反无人机系统、传感及人员训练；自主操作和团队战斗经历不足以单独证明AI学习核心。团队旧战绩不当本产品验证或付费销售，合规/实战部署为厂商自述未独立核。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33281-LAUNCH1", + "companyId": null, + "title": "Earendil | Autonomous Air Defence", + "url": "https://www.ycombinator.com/launches/Sv9-earendil-autonomous-air-defence", + "publishedAt": "2026-08-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "反无人机系统、传感及人员训练；自主操作和团队战斗经历不足以单独证明AI学习核心。团队旧战绩不当本产品验证或付费销售，合规/实战部署为厂商自述未独立核。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33313-YC", + "companyId": "YC33313", + "title": "SubVysion：当前YC复核", + "url": "https://www.ycombinator.com/companies/subvysion", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。以地面机器人采集地下传感数据，并用机器学习/Agent生成3D设施地图。 8月发布明确机器学习/Agent任务，官网无可读正文；1500亿行业浪费和1400万/日云厂延期损失是客户/行业成本。精度/100倍细度/速度自述未独立核，不将采集点或节省当收入。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33313-LAUNCH1", + "companyId": "YC33313", + "title": "SubVysion: Preventing $150B is wasted construction spending", + "url": "https://www.ycombinator.com/launches/Sys-subvysion-preventing-150b-is-wasted-construction-spending", + "publishedAt": "2026-08-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以地面机器人采集地下传感数据，并用机器学习/Agent生成3D设施地图。 8月发布明确机器学习/Agent任务，官网无可读正文；1500亿行业浪费和1400万/日云厂延期损失是客户/行业成本。精度/100倍细度/速度自述未独立核，不将采集点或节省当收入。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33319-YC", + "companyId": null, + "title": "Vernius Systems, Inc.：当前YC复核", + "url": "https://www.ycombinator.com/companies/vernius-systems-inc", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=3，状态Active。雷达/感知硬件。自主或视觉引导未明确学习模型；当前580M+与旧500M LOI为不同时点意向，不能当销售/ARR或跨时点相加，成本比较不是定价实收，主体注册待核。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33319-LAUNCH1", + "companyId": null, + "title": "Vernius Systems - Autonomous radar guidance for interceptor drones", + "url": "https://www.ycombinator.com/launches/Sx8-vernius-systems-autonomous-radar-guidance-for-interceptor-drones", + "publishedAt": "2026-08-24", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "雷达/感知硬件。自主或视觉引导未明确学习模型；当前580M+与旧500M LOI为不同时点意向，不能当销售/ARR或跨时点相加，成本比较不是定价实收，主体注册待核。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33408-YC", + "companyId": "YC33408", + "title": "Salem Robotics Inc：当前YC复核", + "url": "https://www.ycombinator.com/companies/salem-robotics-inc", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。提供physical AI和动态规划，使机器人执行巡检/测量并输出可追溯记录。 官网明确physical AI；确定性运动保证与环境动态/现场风险边界分开，未独立验证安全或监管接受。合同洽谈不是销售，200K闲置机器人是客户资产价，派技术员测绘与后续维护成本需拆。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33408-LAUNCH1", + "companyId": "YC33408", + "title": "Salem Robotics - Autonomous robots for hazardous spaces", + "url": "https://www.ycombinator.com/launches/SLg-salem-robotics-autonomous-robots-for-hazardous-spaces", + "publishedAt": "2026-08-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "提供physical AI和动态规划，使机器人执行巡检/测量并输出可追溯记录。 官网明确physical AI；确定性运动保证与环境动态/现场风险边界分开，未独立验证安全或监管接受。合同洽谈不是销售，200K闲置机器人是客户资产价，派技术员测绘与后续维护成本需拆。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-33607-YC", + "companyId": null, + "title": "Atomarine：当前YC复核", + "url": "https://www.ycombinator.com/companies/atomarine", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。海上电力与数据中心基础设施，AI客户需求不单独证明AI模型/专用计算交付。发布首燃气试点2028、核动力在未来，网页产能/速度目标不是现役规模；合作、融资/项目资本金与收入分开。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-33607-LAUNCH1", + "companyId": null, + "title": "Atomarine: Floating Nuclear Data Centers", + "url": "https://www.ycombinator.com/launches/Rwg-atomarine-floating-nuclear-data-centers", + "publishedAt": "2026-07-26", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "海上电力与数据中心基础设施，AI客户需求不单独证明AI模型/专用计算交付。发布首燃气试点2028、核动力在未来，网页产能/速度目标不是现役规模；合作、融资/项目资本金与收入分开。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-34828-YC", + "companyId": "YC34828", + "title": "Kailash Labs：当前YC复核", + "url": "https://www.ycombinator.com/companies/kailash-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。当前官网提供会学习工件的机器人工作站；YC仍描述视频模型工厂及Marlin 2B。 当前同一YC所链官网暂按C10，保留原C01模型方向；7天试点、无capex不等持续收入或无人工成本。未取得可核Marlin权重/模型卡/许可及独立对比，不把open-weights自述当已读公开模型。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-34897-YC", + "companyId": "YC34897", + "title": "AnyAlpha：当前YC复核", + "url": "https://www.ycombinator.com/companies/anyalpha", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=2，状态Active。把自然语言交易想法转为Agent，研究/回测后连接账户执行。 旧多款app合计500K ARR和创始人个人投资收益不当AnyAlpha收入；回测与示例策略不能证明实盘净收益，官网交易所Logo不自动证明集成可用/合作。未交易、开户或作投资建议。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-34897-LAUNCH1", + "companyId": "YC34897", + "title": "AnyAlpha: The agentic trading platform", + "url": "https://www.ycombinator.com/launches/WOO-anyalpha-the-agentic-trading-platform", + "publishedAt": "2026-10-26", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "把自然语言交易想法转为Agent，研究/回测后连接账户执行。 旧多款app合计500K ARR和创始人个人投资收益不当AnyAlpha收入；回测与示例策略不能证明实盘净收益，官网交易所Logo不自动证明集成可用/合作。未交易、开户或作投资建议。", + "limitation": "历史公司发布；只记录业务/收入归属及交付，不将硬件/生物/防务宣传当独立效果，不运行产品或收录实施方案。" + }, + { + "id": "UNCLEAR7-34899-YC", + "companyId": "YC34899", + "title": "The Letter Company：当前YC复核", + "url": "https://www.ycombinator.com/companies/the-letter-company", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，Team Size=6，状态Active。以Agent可组合的内容、搜索可见度、线索和发信工具构建增长工作流。 YC称增长编码Agent/harness，官网当前更明确营销原语，按C06；100+teams为采用自述。Acme/214家Stripe验证等为明确fictional/illustrative演示，不作真实客户付款或收入，未执行页面命令或发信。", + "limitation": "字段是公司自述，人数/业务截至日及法律注册、实际收费未独立核，原发现审计不回写。" + }, + { + "id": "UNCLEAR7-32137-HOME", + "companyId": null, + "title": "Kara：本轮官网读取", + "url": "https://www.karalabs.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "金刚石材料、热管理和量子/电子应用，原域名跳转www。", + "limitation": "没有明确AI学习任务；客户AI芯片、材料物理参数和样品不等AI主营/自身收入。" + }, + { + "id": "UNCLEAR7-32164-HOME", + "companyId": "YC32164", + "title": "Prized：本轮官网读取", + "url": "https://prized.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agent持久云devbox和临时沙盒，文件双向同步/端口映射。", + "limitation": "页面机器/任务为演示，未连接、安装或运行；当前云资源与旧内部工具分开，赠额不作收入。" + }, + { + "id": "UNCLEAR7-32170-HOME", + "companyId": "YC32170", + "title": "Gutgutgoose：本轮官网读取", + "url": "https://gutgutgoose.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "明确混合机理-AI建模、个性化补充剂/复测，93/183美元符号月套餐。", + "limitation": "只核商业交付，不将宣传症状改善/模型匹配当临床因果证明；包测序、产品、退款及退订成本待核，报价非收入。" + }, + { + "id": "UNCLEAR7-32260-HOME", + "companyId": "YC32260", + "title": "Manifold：本轮官网读取", + "url": "https://www.manifoldindustries.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "明确AI自主策略、远端人工例外处理、ERP/WMS接入及按pick付费。", + "limitation": "目标规格及模拟路径不作实测；零前期费不等无硬件/人工成本，实际完成picks和付费待核。" + }, + { + "id": "UNCLEAR7-32518-HOME", + "companyId": "YC32518", + "title": "Agency Tool Company：本轮官网读取", + "url": "https://agencytool.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Deploy beta支持软件/模型交付；Build硬件CI明确Coming soon，支持机器人学习栈。", + "limitation": "不把示例CI通过当产品测试或本任务runner授权；型号/客户机队和20倍速度均非本公司规模/独立效果，安装链接尚未公开。" + }, + { + "id": "UNCLEAR7-32521-HOME", + "companyId": null, + "title": "Molagri：本轮官网读取", + "url": "https://molagri.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "生物农药研发、580万融资新闻，早期产品/农户合作。", + "limitation": "未确认AI学习任务；融资/LOI非收入、论文非本产品安全/许可或疗效证明，仅读业务不收录制备方案。" + }, + { + "id": "UNCLEAR7-32527-HOME", + "companyId": "YC32527", + "title": "machine0：本轮官网读取", + "url": "https://machine0.io/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "CLI/MCP驱动的Agent云VM，CPU/GPU按分钟计量。", + "limitation": "99.99% uptime/可复现与隔离仅自述；挂起计存储，预付和月估算价不是MRR，未执行VM/安装/构建示例。" + }, + { + "id": "UNCLEAR7-32553-HOME", + "companyId": "YC32553", + "title": "Nori：本轮官网读取", + "url": "https://www.norirobotics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Nori A3机器人训练/操作及技能，1688全价非订金，秋季发货。", + "limitation": "YC六周sales未拆已履约/预售，不能因full price就当已确认收入；与个人健康Nori不同，未购买/操作或验证能力。" + }, + { + "id": "UNCLEAR7-32583-HOME", + "companyId": "YC32583", + "title": "Graphify Labs：本轮官网读取", + "url": "https://graphify.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "知识图谱供编码Agent查询，代码AST解析与文档/媒体语义模型分开，另有受限差异验证。", + "limitation": "当前官网stars/下载与YC/8月发布不同快照保留，企业logo不证明合同或付费；默认本地代码解析不等所有云/语义调用不出网，未安装。" + }, + { + "id": "UNCLEAR7-32584-HOME", + "companyId": null, + "title": "Aerogen Systems：本轮官网读取", + "url": "https://www.aerogensystems.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "半导体工具污染净化试点，CleanPipe为下一阶段目标。", + "limitation": "未取得AI模型任务；单次厂商净化曲线不等独立批量结果、试点不等收入、芯片客户不自动等AI公司。" + }, + { + "id": "UNCLEAR7-32586-HOME", + "companyId": null, + "title": "Greypoint Industries：本轮官网读取", + "url": "https://greypointindustries.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "浏览工具不可访问；独立普通HTTP读取403。", + "limitation": "未取得官网正文，不称官网已读；主营/合同依据YC自述，AI模型任务与履约/金额待核。" + }, + { + "id": "UNCLEAR7-32587-HOME", + "companyId": null, + "title": "TareBio：本轮官网读取", + "url": "https://tarebio.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网仅疫苗研发标语/联系。", + "limitation": "未补当前AI核心任务；小鼠结果、未来人体开发及ML招聘不等临床验证、监管许可或已实现收入。" + }, + { + "id": "UNCLEAR7-32621-HOME", + "companyId": "YC32621", + "title": "Aktoria Robotics：本轮官网读取", + "url": "https://aktoria.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "遥操作软件、24x7人工操作中心及非独家训练数据，分列不同线路延迟。", + "limitation": "人工运营和训练数据分别收费/核权利；低延迟为厂商数值，不与旧不同线路40ms直接断言冲突，未开流/下载数据。" + }, + { + "id": "UNCLEAR7-33013-HOME", + "companyId": "YC33013", + "title": "Operon：本轮官网读取", + "url": "https://operonsolutions.com/en", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "工厂上下文和定制AI员工，首月工程师驻场、一轮单笔预付、人工批准。", + "limitation": "平均280万年节省属客户；未取得实际报价/已付或长期订阅，页面工厂/邮箱例子不作真实客户，YC团队0非无人实施。" + }, + { + "id": "UNCLEAR7-33018-HOME", + "companyId": "YC33018", + "title": "Agentcard：本轮官网读取", + "url": "https://agentcard.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agent卡托管/发卡和购买接口，付款前有用户授权，语音早期访问。", + "limitation": "客户卡片/钱包资金不作公司净收入；示例订单、99%成功率/PCI认证未独立核，未接入或提交支付。" + }, + { + "id": "UNCLEAR7-33144-HOME", + "companyId": "YC33144", + "title": "Grip：本轮官网读取", + "url": "https://www.griprobotics.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网简短标语为从每次抓取学习的垃圾流智能。", + "limitation": "主要任务依据YC详细学习式抓取自述；未取得真实装机、吞吐、价格和收入，不以行业火灾/损失推销量。" + }, + { + "id": "UNCLEAR7-33281-HOME", + "companyId": null, + "title": "Earendil Robotics：本轮官网读取", + "url": "https://earendil.io/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "反无人机、传感/联网和训练产品，自述实际使用。", + "limitation": "未明确当前AI学习模型，不把自主字样、团队旧战绩、合规/部署宣传等同独立验证或本产品销售额。" + }, + { + "id": "UNCLEAR7-33313-HOME", + "companyId": "YC33313", + "title": "SubVysion：本轮官网读取", + "url": "https://subvysion.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "本轮官网无可读文字。", + "limitation": "机器学习/Agent测绘依据8月公司发布；未取得现场数据、合同或性能复核，无正文不推停服。" + }, + { + "id": "UNCLEAR7-33319-HOME", + "companyId": null, + "title": "Vernius Systems, Inc.：本轮官网读取", + "url": "https://www.vernius.systems/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "雷达与自主/操作员辅助感知硬件，未给学习模型任务。", + "limitation": "LOI不是营收、成本比较不是标价；仅读业务类别，不收录装备实施/性能改进细节。" + }, + { + "id": "UNCLEAR7-33408-HOME", + "companyId": "YC33408", + "title": "Salem Robotics Inc：本轮官网读取", + "url": "https://www.salemroboticsinc.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "physical AI巡检/测量，现场技术员测绘，客户自带或合作方硬件。", + "limitation": "理论运动保证不等现实全场安全/监管接受；试点及主动合同洽谈不作收入，未访问设备或验证。" + }, + { + "id": "UNCLEAR7-33607-HOME", + "companyId": null, + "title": "Atomarine：本轮官网读取", + "url": "https://atomarine.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "海上数据中心/电力，网页区分燃气当前路线及核动力未来。", + "limitation": "首试点2028为发布目标，网页GW、PUE和速度数字非已验证现役规模；AI客户不证明当前AI任务，许可/造价及营收待核。" + }, + { + "id": "UNCLEAR7-34828-HOME", + "companyId": "YC34828", + "title": "Kailash Labs：本轮官网读取", + "url": "https://www.kailashlabs.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前机器人工作站、7日试点、无capex及工程师持续维护，会随工件学习。", + "limitation": "与YC视频模型工厂存在业务差异；按当前官网暂C10，品牌/主体连续待核；未核权重/模型卡或实际试点，不升格公开模型。" + }, + { + "id": "UNCLEAR7-34897-HOME", + "companyId": "YC34897", + "title": "AnyAlpha：本轮官网读取", + "url": "https://anyalpha.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI Agent研究、回测和连接账户交易的应用。", + "limitation": "示例回测/策略/排名非独立实盘净收益，更非平台收入；交易所logo不自动证明授权集成，未下载交易/开户。" + }, + { + "id": "UNCLEAR7-34899-HOME", + "companyId": "YC34899", + "title": "The Letter Company：本轮官网读取", + "url": "https://letter.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "普通HTTP读到当前营销增长平台：内容/搜索可见度、线索、发信原语，与编码Agent协作，称100+teams。", + "limitation": "浏览工具未读到，独立HTTP正文可读；Acme及214家验证明确fictional/illustrative，演示署名/支付轨迹非实际客户或审计收入，未调用或发信。" + }, + { + "id": "UNCLEAR7-32164-PRICE", + "companyId": "YC32164", + "title": "Prized预付资源额度及旧工具入口", + "url": "https://prized.dev/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "每月计划转为资源额度，最多滚存两个月；devbox按小时，临时沙盒按秒；另链tools.prized.dev。", + "limitation": "预付不等已消费/已确认经常性收入；对手价格为厂商估算并排除套餐/赠额，不当总成本独立比较。" + }, + { + "id": "UNCLEAR7-32583-PRICE", + "companyId": "YC32583", + "title": "Graphify月付/年付与企业交付", + "url": "https://graphify.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Pro年付月等值10、实际月付15；Teams首100队年付20/席/月，至少2席，之后28；企业自托管另议。", + "limitation": "美元符号未给代码；年付月等值不同月付价，免费/试用及标价不能乘下载/注册数反推ARR。" + }, + { + "id": "UNCLEAR7-33018-PRICE", + "companyId": "YC33018", + "title": "Agentcard各产品收费与分成边界", + "url": "https://agentcard.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Vault≤5000用户免费；Issuing5000美元符号/月、每卡0、原文1% revenue share；Purchase Agent beta免费，划线0.15/请求。", + "limitation": "1%分成方向/净额未核，不擅自当平台take rate；钱包/交易额非净收入，beta免费与未来标价分开，保险/合规未独立核。" + }, + { + "id": "UNCLEAR7-32583-README", + "companyId": "YC32583", + "title": "Graphify v8公开README", + "url": "https://raw.githubusercontent.com/Graphify-Labs/graphify/v8/README.md", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "代码AST本地确定性抽取，文档/媒体语义段调用配置模型，EXTRACTED/INFERRED边区分。", + "limitation": "只读材料未安装/运行；主张无需LLM仅对应代码图构建，不泛化所有内容/云服务，源码可读不等独立效果。" + }, + { + "id": "UNCLEAR7-32583-LICENSE", + "companyId": "YC32583", + "title": "Graphify公开Apache许可", + "url": "https://raw.githubusercontent.com/Graphify-Labs/graphify/v8/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "v8根LICENSE为Apache2.0。", + "limitation": "公开许可不证明企业托管实现/合同或全部第三方组件相同，不运行或部署。" + }, + { + "id": "UNCLEAR7-32583-MIT", + "companyId": "YC32583", + "title": "Graphify仓库并存MIT文件", + "url": "https://raw.githubusercontent.com/Graphify-Labs/graphify/v8/LICENSE-MIT", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "仓库另有2026 Safi Shamsi MIT文件。", + "limitation": "记录两个许可文件并存，未逐组件法律审计，不擅自将整个企业/云产品称双重许可。" + }, + { + "id": "UNCLEAR7-32583-BENCH", + "companyId": "YC32583", + "title": "Graphify自有基准与比较限制", + "url": "https://github.com/Graphify-Labs/graphify/blob/v8/BENCHMARKS.md", + "publishedAt": "2026-07-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "公司自有harness，LOCOMO300、LongMemEval-S50、ERPNext跨工具6题；对手嵌入器存在混杂，明确标注。", + "limitation": "厂商内部测试非独立复现；小题集、judge和适配配置限制外推，较高检索不等所有QA最强或普遍省token。" + }, + { + "id": "UNCLEAR7-32583-PROOF", + "companyId": "YC32583", + "title": "Graphify差异证明的范围", + "url": "https://graphify.com/formal-verification", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "区分proven/changed/unknown，证明针对函数及solver模型，预算不足报告unknown；不保证函数外行为或意图正确。", + "limitation": "产品原文限定范围不能泛化为整库正确、需求被满足或本研究独立安全验证，未调用验证。" + }, + { + "id": "UNCLEAR7-32553-BETA", + "companyId": "YC32553", + "title": "Nori开发者beta与消费者功能状态", + "url": "https://www.norirobotics.com/beta-signups", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "开发/研究beta优先、文档在进行中且并非全部消费功能可用，标准A3购买另有入口。", + "limitation": "预购/全价、实际出货、退款和收入确认需独立凭据；开发者beta与全消费功能分开，不购买或提交表单。" + }, + { + "id": "UNCLEAR7-INDEX", + "companyId": null, + "title": "原AI不明候选第七批24项边界", + "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192项第145—168项：16新增、0复用、8继续AI主营待核。", + "limitation": "七批168项加此前OpenSEO共169项有后续记录，另23项继续；原发现审计不回写，Nori同名不同公司，行业硬件/药物不强归AI。" } ], "reviews": [ @@ -81771,6 +83521,167 @@ "UNCLEAR6-31530-YC" ], "handling": "不按公司名自动归并、不将旧产品收入搬入新业务；法律延续/买方和经营状态仍需独立材料，AI025原记录未修改。" + }, + { + "id": "UNCLEAR7-R-BUSINESS", + "type": "主营补证及当前交付分类", + "company": "Prized、Gutgutgoose、Manifold、Agency Tool Company、machine0、Nori Robotics、Graphify Labs、Aktoria Robotics、Operon、Agentcard、Grip、SubVysion、Salem Robotics Inc、Kailash Labs、AnyAlpha、The Letter Company", + "scope": "companies", + "companyIds": [ + "YC32164", + "YC32170", + "YC32260", + "YC32518", + "YC32527", + "YC32553", + "YC32583", + "YC32621", + "YC33013", + "YC33018", + "YC33144", + "YC33313", + "YC33408", + "YC34828", + "YC34897", + "YC34899" + ], + "summary": "16新增；Letter当前增长平台C06、Kailash当前机器人站C10并保留YC原方向，Nori Robotics与健康Nori分开。", + "evidenceIds": [ + "UNCLEAR7-32164-YC", + "UNCLEAR7-32170-YC", + "UNCLEAR7-32260-YC", + "UNCLEAR7-32518-YC", + "UNCLEAR7-32527-YC", + "UNCLEAR7-32553-YC", + "UNCLEAR7-32583-YC", + "UNCLEAR7-32621-YC", + "UNCLEAR7-33013-YC", + "UNCLEAR7-33018-YC", + "UNCLEAR7-33144-YC", + "UNCLEAR7-33313-YC", + "UNCLEAR7-33408-YC", + "UNCLEAR7-34828-YC", + "UNCLEAR7-34897-YC", + "UNCLEAR7-34899-YC" + ], + "handling": "按买家/当前交付区分专用Agent设施、行业软件、消费者补充剂、实体机器人与托管劳动，不直接由自述推成熟度/财务真实性。" + }, + { + "id": "UNCLEAR7-R-PENDING", + "type": "芯片材料、生物研发及自主硬件的AI缺项", + "company": "YC AI不明候选第七批", + "scope": "dataset", + "summary": "8项仍待核；Kara/Aerogen材料设备、Molagri/TareBio生物研发、海上算力/电力与防务传感未补足AI核心。", + "evidenceIds": [ + "UNCLEAR7-INDEX", + "UNCLEAR7-32137-YC", + "UNCLEAR7-32521-YC", + "UNCLEAR7-32584-YC", + "UNCLEAR7-32586-YC", + "UNCLEAR7-32587-YC", + "UNCLEAR7-33281-YC", + "UNCLEAR7-33319-YC", + "UNCLEAR7-33607-YC" + ], + "handling": "AI客户、域名、ML招聘、建模/自主字样不单独认定AI主营；580M/500M LOI不当销售/ARR，小鼠效果/未来患者不当临床验证，原发现计数保留。" + }, + { + "id": "UNCLEAR7-R-TECH", + "type": "公开代码、厂商验证与早期实体交付", + "company": "Prized、Gutgutgoose、Manifold、Agency Tool Company、machine0、Nori Robotics、Graphify Labs、Aktoria Robotics、Agentcard、Grip、SubVysion、Salem Robotics Inc、Kailash Labs", + "scope": "companies", + "companyIds": [ + "YC32164", + "YC32170", + "YC32260", + "YC32518", + "YC32527", + "YC32553", + "YC32583", + "YC32621", + "YC33018", + "YC33144", + "YC33313", + "YC33408", + "YC34828" + ], + "summary": "Graphify可读README/许可和自有harness，函数solver模型内差异证明有unknown；其余为描述级。", + "evidenceIds": [ + "UNCLEAR7-32164-HOME", + "UNCLEAR7-32170-HOME", + "UNCLEAR7-32260-HOME", + "UNCLEAR7-32518-HOME", + "UNCLEAR7-32527-HOME", + "UNCLEAR7-32553-HOME", + "UNCLEAR7-32583-HOME", + "UNCLEAR7-32621-HOME", + "UNCLEAR7-33018-HOME", + "UNCLEAR7-33144-HOME", + "UNCLEAR7-33313-HOME", + "UNCLEAR7-33408-HOME", + "UNCLEAR7-34828-HOME", + "UNCLEAR7-32583-README", + "UNCLEAR7-32583-LICENSE", + "UNCLEAR7-32583-MIT", + "UNCLEAR7-32583-BENCH", + "UNCLEAR7-32583-PROOF", + "UNCLEAR7-32553-BETA" + ], + "handling": "没有安装/编译/运行；源码可读或vendor比较不当独立复现，Kailash权重未取得不标公开模型，补充剂模型不当临床有效或获准治疗。" + }, + { + "id": "UNCLEAR7-R-REVENUE", + "type": "硬件sales、预付资源与客户/旧事业金额分开", + "company": "Nori Robotics、Prized、Gutgutgoose、Manifold、Agency Tool Company、Operon、Agentcard、AnyAlpha、The Letter Company", + "scope": "companies", + "companyIds": [ + "YC32553", + "YC32164", + "YC32170", + "YC32260", + "YC32518", + "YC33013", + "YC33018", + "YC34897", + "YC34899" + ], + "summary": "Nori440K+sales缺预售/交付拆分，不作ARR；Prized余额不作MRR，Operon一次预付和客户节省分开；Letter虚构支付验证排除。", + "evidenceIds": [ + "UNCLEAR7-32553-YC", + "UNCLEAR7-32553-HOME", + "UNCLEAR7-32164-PRICE", + "UNCLEAR7-32170-LAUNCH1", + "UNCLEAR7-32260-LAUNCH1", + "UNCLEAR7-33013-HOME", + "UNCLEAR7-33018-PRICE", + "UNCLEAR7-34897-LAUNCH1", + "UNCLEAR7-34899-HOME" + ], + "handling": "没有新增可比平台MRR；药房/旧app收入、客户机队、计划picks和演示不迁入，交易分成方向/净额、人工/硬件及退款成本需另核，不据自选小样本估造假概率。" + }, + { + "id": "UNCLEAR7-R-IDENTITY", + "type": "同名主体与当前/历史产品方向", + "company": "Nori Robotics、Nori、Prized、Kailash Labs、The Letter Company", + "scope": "companies", + "companyIds": [ + "YC32553", + "YC30657", + "YC32164", + "YC34828", + "YC34899" + ], + "summary": "机器人Nori另建YC32553；Prized当前云devbox另链旧内部工具；Kailash现机器人/原视频模型和Letter营销/增长编码描述分开。", + "evidenceIds": [ + "UNCLEAR7-32553-YC", + "UNCLEAR7-32553-HOME", + "UNCLEAR7-32164-PRICE", + "UNCLEAR7-34828-YC", + "UNCLEAR7-34828-HOME", + "UNCLEAR7-34899-YC", + "UNCLEAR7-34899-HOME" + ], + "handling": "按当前官方所链页面暂分类并保留差异/主体限制，不从同名自动合并，也不丢原资料；YC30657健康Nori原记录未改。" } ], "coverage": { @@ -86470,6 +88381,400 @@ "note": "原ai-unclear，YC自报2026成立。用机器视觉和学习模型分选回收磁材，销售材料并建设磁体制造能力。 不是因为机器人客户入表，而是官网明确AI分选环节；合金销售、磁体预购与未来烧结产能分开。3分钟/60秒宣传工序及合规/性能未独立核，预购不作ARR。 补证关联并不等独立财务/技术审计。" } ] + }, + { + "id": "YC-AI-UNCLEAR-7", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原192项AI不明第145—168项按发现顺序补核；16新增、0复用、8继续AI主营待核。七批168加此前OpenSEO共169项有后续记录，另23项继续。", + "complete": false, + "records": [ + { + "id": "YC-AI7-32137", + "name": "Kara", + "url": "https://www.ycombinator.com/companies/kara", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR7-32137-YC", + "UNCLEAR7-32137-LAUNCH1", + "UNCLEAR7-32137-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。金刚石晶圆/热管理材料；AI芯片客户和.ai域名不证明自身AI模型主营。样品采购单/试点未给已确认收入，创始人旧钻石销售不迁入，材料参数不当公司产品独立实测。 当前AI主营保留待核，不强行入表、也非永久排除。" + }, + { + "id": "YC-AI7-32164", + "name": "Prized", + "url": "https://www.ycombinator.com/companies/prized", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32164", + "evidenceIds": [ + "UNCLEAR7-32164-YC", + "UNCLEAR7-32164-LAUNCH1", + "UNCLEAR7-32164-LAUNCH2", + "UNCLEAR7-32164-HOME", + "UNCLEAR7-32164-PRICE" + ], + "note": "原ai-unclear，YC自报2026成立。提供持久云开发机、本地文件同步及端口映射，另有API临时沙盒。 当前云devbox与7月内部工具生成器分别保留；定价页明确旧工具另有tools.prized.dev。套餐转为额度、余额最多滚存两月，不把每月充值当MRR或实际资源消费。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-32170", + "name": "Gutgutgoose", + "url": "https://www.ycombinator.com/companies/gutgutgoose", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32170", + "evidenceIds": [ + "UNCLEAR7-32170-YC", + "UNCLEAR7-32170-LAUNCH1", + "UNCLEAR7-32170-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。用测序和混合机理-AI模型匹配益生菌配方，提供补充剂和复测。 官网明确Hybrid Mechanistic-AI，故补证入表；只是公司自述模型和补充剂，未取得独立临床效果。旧药房400万年收入不等本产品收入，订金、退费承诺与已确认订阅分开。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-32260", + "name": "Manifold", + "url": "https://www.ycombinator.com/companies/manifold-2", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32260", + "evidenceIds": [ + "UNCLEAR7-32260-YC", + "UNCLEAR7-32260-LAUNCH1", + "UNCLEAR7-32260-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。以学习式自主策略执行仓库搬运/拣选，并由远端人工处理例外。 官网明确AI自主栈和远程操作员；500万picks为正在部署以执行的量，未证明已完成/已付。零前期费不等无资本/人工成本，目标参数与模拟画面不作独立性能。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-32518", + "name": "Agency Tool Company", + "url": "https://www.ycombinator.com/companies/agency-tool-company", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32518", + "evidenceIds": [ + "UNCLEAR7-32518-YC", + "UNCLEAR7-32518-LAUNCH1", + "UNCLEAR7-32518-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。交付机器人软件/模型的增量更新、回退和设备管理，计划提供目标硬件CI。 官网明确可部署模型及LeRobot/CUDA等机器人栈，作为AI机器人部署设施入表而非自研模型；Deploy为beta，Build标Coming soon，不把YC第二产品描述或演示CI结果当正式可用/本项目授权runner。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-32521", + "name": "Molagri", + "url": "https://www.ycombinator.com/companies/molagri", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR7-32521-YC", + "UNCLEAR7-32521-LAUNCH1", + "UNCLEAR7-32521-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。精准生物农药研发；结构生物学、进化建模和模块化生物制品不自动等AI核心，本轮未取得明确学习模型交付。首grower LOI、580万融资和论文不当产品收入/获准销售或独立安全效果。 当前AI主营保留待核，不强行入表、也非永久排除。" + }, + { + "id": "YC-AI7-32527", + "name": "machine0", + "url": "https://www.ycombinator.com/companies/machine0", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32527", + "evidenceIds": [ + "UNCLEAR7-32527-YC", + "UNCLEAR7-32527-LAUNCH1", + "UNCLEAR7-32527-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。通过CLI/MCP为Agent创建、暂停和恢复CPU/GPU云VM及配置环境。 明确Agent专用接口，仍可托管通用负载；99.99% uptime和隔离未实测，挂起仍计镜像存储。旧Upflow多百万ARR及Hike用户不迁入，月价是连续用量估计不是MRR。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-32553", + "name": "Nori", + "url": "https://www.ycombinator.com/companies/noril1", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32553", + "evidenceIds": [ + "UNCLEAR7-32553-YC", + "UNCLEAR7-32553-LAUNCH1", + "UNCLEAR7-32553-HOME", + "UNCLEAR7-32553-BETA" + ], + "note": "原ai-unclear，YC自报2026成立。销售可训练的低价双臂移动机器人，并以部署数据训练通用机器人策略。 YC自述六周440K+ sales、首台部署，官网1688全价非订金、秋季发货；不清楚sales含预售/已履约比例，不当ARR或已全部交付。与YC30657个人健康应用Nori不同公司，不能按同名复用。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-32583", + "name": "Graphify Labs", + "url": "https://www.ycombinator.com/companies/graphify-labs", + "categoryId": "C04", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32583", + "evidenceIds": [ + "UNCLEAR7-32583-YC", + "UNCLEAR7-32583-LAUNCH1", + "UNCLEAR7-32583-HOME", + "UNCLEAR7-32583-PRICE", + "UNCLEAR7-32583-README", + "UNCLEAR7-32583-LICENSE", + "UNCLEAR7-32583-MIT", + "UNCLEAR7-32583-BENCH", + "UNCLEAR7-32583-PROOF" + ], + "note": "原ai-unclear，YC自报2026成立。构建代码知识图谱及共享上下文，并提供PR审查和限定范围的差异验证。 公开README/许可/基准可读；代码AST确定性解析与文档语义模型分开。proven只针对求解器模型中的函数、预算耗尽为unknown；非整库功能正确或本研究独立实测，下载/stars/注册不等付费。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-32584", + "name": "Aerogen Systems", + "url": "https://www.ycombinator.com/companies/aerogen-systems", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR7-32584-YC", + "UNCLEAR7-32584-LAUNCH1", + "UNCLEAR7-32584-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。半导体设备污染控制及未来互连洁净系统；芯片客户、监测和仿真不自动证明AI核心。Talos试点与CleanPipe未来目标分开，产率/客户氮气成本非收入，净化效果只是厂商结果。 当前AI主营保留待核，不强行入表、也非永久排除。" + }, + { + "id": "YC-AI7-32586", + "name": "Greypoint Industries", + "url": "https://www.ycombinator.com/companies/greypoint-industries", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR7-32586-YC", + "UNCLEAR7-32586-LAUNCH1", + "UNCLEAR7-32586-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。无线信号感知无人机群；跟踪/定位与创始人AI履历未明确实际学习模型主营。自述加拿大政府合同未有金额/公开合同/履约证据，不能认定已确认收入；官网普通读取403，不声称读过正文。 当前AI主营保留待核，不强行入表、也非永久排除。" + }, + { + "id": "YC-AI7-32587", + "name": "TareBio", + "url": "https://www.ycombinator.com/companies/tarebio", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR7-32587-YC", + "UNCLEAR7-32587-LAUNCH1", + "UNCLEAR7-32587-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。免疫读出驱动疫苗研发；正文/官网未明确当前AI模型任务，招聘ML工程师不等已交付AI。小鼠结果/未来首患者时间不是人类疗效或许可；资助/合作不当ARR，不归基础模型公司。 当前AI主营保留待核，不强行入表、也非永久排除。" + }, + { + "id": 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补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-33018", + "name": "Agentcard", + "url": "https://www.ycombinator.com/companies/agentcard", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC33018", + "evidenceIds": [ + "UNCLEAR7-33018-YC", + "UNCLEAR7-33018-LAUNCH1", + "UNCLEAR7-33018-LAUNCH2", + "UNCLEAR7-33018-HOME", + "UNCLEAR7-33018-PRICE" + ], + "note": "原ai-unclear，YC自报2026成立。为Agent提供卡片托管、发卡和购买执行接口，并保留用户支付授权。 当前主打代客户存卡/购买，保留6月独立借记卡旧发布；Vault免费额度、Issuing月费与1% revenue share分别保存，不臆定分成方向/费率净额。语音早期访问、Purchase Agent beta免费，成功率/合规仅自述。 补证关联不代表财务、法律和技术已独立审计。" + }, + { + "id": "YC-AI7-33144", + "name": "Grip", + "url": "https://www.ycombinator.com/companies/grip", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC33144", + "evidenceIds": [ + "UNCLEAR7-33144-YC", + "UNCLEAR7-33144-LAUNCH1", + "UNCLEAR7-33144-HOME" + ], + "note": 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b/content/research/ai-companies.sources.json index a4f90b7..c7bc9f0 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-ai-unclear-6", + "version": "2026-10-31-ai-unclear-7", "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项已补核六批144项：77新增、6复用、61保留AI主营待核；另此前OpenSEO1项，合计145项有后续记录，其余47项继续。原发现审计/928初始新增不回写。Avea历史18k MRR、Ardent旧ARR流失及工程总额/客户防损分别保存，不进同口径平台分布；制造HERA与视频Hera分开，Aernata化学/Maquoketa游戏当前AI任务和旧AI发布的关系继续待核，OpenWork桌面MIT与企业控制面许可分开。" + "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项已补核七批168项：93新增、6复用、69保留AI主营待核；另此前OpenSEO1项，合计169项有后续记录，其余23项继续。原发现审计/928初始新增不回写。Nori机器人与健康软件分开；Letter当前营销、Kailash当前机器人与YC旧方向差异保留。Nori硬件sales、预付计算余额、客户节省/机队、旧药房/app收入和虚构支付演示不进平台MRR；Graphify函数solver/预算边界及自有基准不当独立验证，生物/材料/自主硬件AI核心缺项继续核。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 186d708..d03916b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-ai-unclear-6", + "sourceVersion": "2026-10-31-ai-unclear-7", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",