From 6dca32dc665cecdadf49ab1c412b791d232bee44 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 23:21:43 +0800 Subject: [PATCH] Review compute infrastructure category boundaries --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 439 ++++++++++++++++----- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 342 insertions(+), 109 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 3cb47e9..d3f6533 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1604); + assert.equal(research.evidence.length, 1619); assert.equal(research.observations.length, 229); 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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index f989a93..9fb0b1c 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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, 1051); - assert.equal(initial.evidence.length, 1604); + assert.equal(initial.evidence.length, 1619); assert.equal(initial.observations.length, 229); 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"); @@ -64,7 +64,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 101); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 102); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 01b389f..1af31d1 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-candidate-followup-1", + "version": "2026-10-30-c02-boundaries-1", "asOf": "2026-10-30", "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": [ @@ -4562,22 +4562,24 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Reinforcement learning as a service", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "通过客户提供的模型、提示和奖励函数，提供强化学习后训练。", + "buyer": "模型及Agent研发团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "保留模型训练设施分类；化学任务示例是性能宣传，未复现，也不把旧研究实验室经历当本公司收入。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30474" + "YC-E-30474", + "C02-BOUNDARY-YC30474" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：通过客户提供的模型、提示和奖励函数，提供强化学习后训练。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", + "directoryTags": [], + "businessModel": "强化学习训练平台与服务；训练用量、项目和软件收费未核" }, { "id": "YC30475", @@ -4812,28 +4814,30 @@ "id": "YC30491", "name": "Novoflow", "url": "https://www.ycombinator.com/companies/novoflow", - "cat": "C02", + "cat": "C07", "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Computer-using agents for healthcare operations", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在诊所及医院的EHR中部署Agent，自动处理医疗运营流程。", + "buyer": "医疗机构及诊所运营团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移为医疗专业应用；旧发布的诊所挽回收入、节省费用与利用率效果不归Novoflow收入，当前部署周期与旧一小时上线说法分开。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30491" + "YC-E-30491", + "C02-BOUNDARY-YC30491" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：在诊所及医院的EHR中部署Agent，自动处理医疗运营流程。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Health Tech" - ] + ], + "businessModel": "行业运营软件与部署服务；旧语音前台产品和现有流程自动化收费待拆" }, { "id": "YC30496", @@ -6175,26 +6179,29 @@ "id": "YC30613", "name": "Blank Bio", "url": "https://www.ycombinator.com/companies/blank-bio", - "cat": "C02", + "cat": "C01", "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：RNA intelligence for precision medicine", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "训练RNA基础模型，研究疾病进展及治疗反应，支持药企临床试验决策。", + "buyer": "药企及生物技术研发团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移为行业基础模型；当前官网强调精准肿瘤学，旧RNA序列设计发布保留沿革，开源使用和合作方不等付费收入或临床有效性验证。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30613" + "YC-E-30613", + "C02-BOUNDARY-YC30613", + "C02-HOME-YC30613" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：训练RNA基础模型，研究疾病进展及治疗反应，支持药企临床试验决策。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", + "directoryTags": [], + "businessModel": "行业基础模型与临床研发应用；模型许可、研究服务及应用合同未核" }, { "id": "YC30614", @@ -6883,27 +6890,29 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：We sell GPUs.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "销售灵活GPU合约，并提供裸机开通、监控、Kubernetes及Slurm运维层。", + "buyer": "GPU使用团队及GPU云供应商", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "保留算力设施分类，但不视为纯软件订阅；旧开源调度器发布与当前GPU合约交付分开，潜在客户原有云支出不是Lilac收入。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30649" + "YC-E-30649", + "C02-BOUNDARY-YC30649" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：销售灵活GPU合约，并提供裸机开通、监控、Kubernetes及Slurm运维层。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Machine Learning", "Cloud Computing", "Infrastructure", "AI" - ] + ], + "businessModel": "GPU算力合约与托管运维；自营/转售、软件费和服务费待拆" }, { "id": "YC30650", @@ -8248,26 +8257,29 @@ "id": "YC30717", "name": "Iron Grid", "url": "https://www.ycombinator.com/companies/iron-grid", - "cat": "C02", + "cat": "C07", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI-Native Data Center Engineering", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以AI原生数据中心工程为定位，官网介绍电池、风险和复杂系统建模背景。", + "buyer": "数据中心工程相关团队（按定位推定，签约买家待核）", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施暂移行业专业应用；YC和官网均缺详细产品及合同，不能凭创始人经历推定已售GPU、云推理、保险或工程总包，分类仍需补证。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30717" + "YC-E-30717", + "C02-BOUNDARY-YC30717", + "C02-HOME-YC30717" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：以AI原生数据中心工程为定位，官网介绍电池、风险和复杂系统建模背景。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", + "directoryTags": [], + "businessModel": "数据中心工程业务；软件、咨询及建设责任未披露，暂按专业工程应用分类" }, { "id": "YC30719", @@ -8863,32 +8875,34 @@ "id": "YC30744", "name": "SigmanticAI", "url": "https://www.ycombinator.com/companies/sigmanticai", - "cat": "C02", + "cat": "C07", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The Cursor for Chip Design - Delivering Silicon-Ready Chip Designs…", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在VSCode衍生环境中辅助RTL/HDL生成、测试、调试，并连接现有EDA工具。", + "buyer": "芯片设计与验证工程团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移芯片设计专业应用；首次付费客户、CPU设计与VerilogEval分数仅为发布自述，无收入金额，未独立复现综合或流片结果。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30744" + "YC-E-30744", + "C02-BOUNDARY-YC30744" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：在VSCode衍生环境中辅助RTL/HDL生成、测试、调试，并连接现有EDA工具。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Hard Tech", "Hardware", "B2B", "AI", "AI Assistant" - ] + ], + "businessModel": "芯片设计软件，支持云端及本地部署；席位、许可和服务合同未核" }, { "id": "YC30747", @@ -17089,29 +17103,31 @@ "id": "YC31362", "name": "Discovered Materials", "url": "https://www.ycombinator.com/companies/discovered-materials", - "cat": "C02", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI scientists to discover materials for the semiconductor industry.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "使用AI Agent提出候选材料，并结合物理实验研发半导体材料。", + "buyer": "芯片、晶圆厂及封装散热研发团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移材料研发专业应用；同页Matforge旧名保留，创始人此前研究被采纳和旧公司被收购不归本公司收入，材料效果及发现周期未独立核。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31362" + "YC-E-31362", + "C02-BOUNDARY-YC31362" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：使用AI Agent提出候选材料，并结合物理实验研发半导体材料。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Semiconductors", "AI" - ] + ], + "businessModel": "材料发现研发与实验交付；研究合同、材料销售及知识产权许可模式待核" }, { "id": "YC31363", @@ -20693,32 +20709,34 @@ "id": "YC32154", "name": "Zomma", "url": "https://www.ycombinator.com/companies/zomma", - "cat": "C02", + "cat": "C07", "year": 2026, "team": 5, "location": "San Francisco", - "business": "公司简介：The AI BPO for financial servies, run by computer-use agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在金融机构既有软件界面中处理交易警报调查、KYC及争议等后台流程。", + "buyer": "金融机构合规及后台运营团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移金融专业应用；试点、OSWorld成绩为公司自述，客户资产管理规模及创始人前雇主交易额和收入不归Zomma收入。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32154" + "YC-E-32154", + "C02-BOUNDARY-YC32154" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：在金融机构既有软件界面中处理交易警报调查、KYC及争议等后台流程。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Robotic Process Automation", "Finance", "B2B", "Workflow Automation", "AI" - ] + ], + "businessModel": "金融BPO式Agent运营交付；按任务、席位及人工支持收费未核" }, { "id": "YC32155", @@ -23941,31 +23959,33 @@ "id": "YC33278", "name": "PRINCEPS", "url": "https://www.ycombinator.com/companies/princeps", - "cat": "C02", + "cat": "C07", "year": 2026, "team": 2, "location": "London, United Kingdom", - "business": "公司简介：AI-native insurance company for the compute economy", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为数据中心及云算力相关的SLA、GPU残值和停机风险提供保险定价及承保定位。", + "buyer": "数据中心及云算力相关风险与融资团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移保险专业业务；客户产业是compute不等交付算力。创始人既往项目金额不归本公司收入，保险保费不能直接当软件ARR。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33278" + "YC-E-33278", + "C02-BOUNDARY-YC33278" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：为数据中心及云算力相关的SLA、GPU残值和停机风险提供保险定价及承保定位。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Fintech", "Machine Learning", "Insurance", "AI" - ] + ], + "businessModel": "计算产业保险业务；实际承保人、牌照、经纪/承保角色及保费净收入未核" }, { "id": "YC33279", @@ -24444,32 +24464,34 @@ "id": "YC33573", "name": "hardware intelligence", "url": "https://www.ycombinator.com/companies/hardware-intelligence", - "cat": "C02", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI tools for the chips your AI runs on", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供芯片波形压缩、仿真及调试工具WaveZip和Wave。", + "buyer": "芯片设计及硬件验证工程团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移芯片设计专业应用；波形压缩、性能提升与基准优胜均为自述，本轮未读代码或运行工具，不当已验证能力或收入。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33573" + "YC-E-33573", + "C02-BOUNDARY-YC33573" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：提供芯片波形压缩、仿真及调试工具WaveZip和Wave。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Developer Tools", "Hardware", "Enterprise Software", "Semiconductors", "AI" - ] + ], + "businessModel": "EDA工具软件；许可、席位与支持服务收费未核" }, { "id": "YC33639", @@ -25179,32 +25201,34 @@ "id": "YC34959", "name": "Applied Kinetics", "url": "https://www.ycombinator.com/companies/applied-kinetics", - "cat": "C02", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI-native manufacturing for data center and energy projects", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "按数据中心及能源项目规格组织变压器、开关设备、发电与冷却设备制造及交付。", + "buyer": "数据中心及能源开发商、EPC和公用事业团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移制造专业业务；AI用于审规格、排产和跟踪订单，不表示主要出售模型调用。报价交期、客户避免的损失和生产网络不当实际收入或纯软件ARR。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-34959" + "YC-E-34959", + "C02-BOUNDARY-YC34959" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：按数据中心及能源项目规格组织变压器、开关设备、发电与冷却设备制造及交付。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "B2B", "Manufacturing", "Energy", "AI", "Industrial" - ] + ], + "businessModel": "定制实体设备制造、供应链协调及交付支持；货款、服务费和净收入待拆" }, { "id": "YC35092", @@ -25822,32 +25846,34 @@ "id": "YC35392", "name": "Dydema", "url": "https://www.ycombinator.com/companies/dydema", - "cat": "C02", + "cat": "C09", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：A consumer brain-computer interface you can map to anything.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "研发个人可穿戴、可编程脑机接口，并采集脑信号数据支持研发。", + "buyer": "个人计算交互用户；当前实际付费买家待核", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移消费者个人应用；大规模脑数据是研发路径，未见主营训练数据销售证据。计算速度及可用性是愿景，交货与实际收入未核。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35392" + "YC-E-35392", + "C02-BOUNDARY-YC35392" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：研发个人可穿戴、可编程脑机接口，并采集脑信号数据支持研发。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Hardware", "Neurotechnology", "Consumer", "Big Data", "AI" - ] + ], + "businessModel": "消费者交互硬件及配套软件研发；设备销售、订阅和数据许可未核" }, { "id": "YC35393", @@ -26418,30 +26444,32 @@ "id": "YC36048", "name": "Archgen Labs", "url": "https://www.ycombinator.com/companies/archgen-labs", - "cat": "C02", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI-powered EDA tools for faster, cooler 3D chips", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供3D芯片布局、时序、热分析及布线等EDA工具。", + "buyer": "3D芯片设计及半导体工程团队", + "delivery": "已读YC当前主营及相关发布；实际合同、交付和付费状态尚未独立核验。", + "notes": "从算力设施移芯片设计专业应用；GPU加速是工具实现。自述竞赛排名、热分析速度及GlobalFoundries合作未独立核，2027首次流片是目标，不能记已完成或收入。 成立及团队字段保留原YC快照，不等法律注册或最新雇员核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36048" + "YC-E-36048", + "C02-BOUNDARY-YC36048" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布：提供3D芯片布局、时序、热分析及布线等EDA工具。 按主要买家与交付分类；compute/chip/computer-use关键词不直接等算力交付。", "directoryTags": [ "Hardware", "Semiconductors", "AI" - ] + ], + "businessModel": "专业EDA软件与协同研发；许可、项目与支持收费未核" }, { "id": "YC36081", @@ -51498,6 +51526,171 @@ "kind": "公司官网链接的原始采访", "summary": "官网链接的创始人采访记2023年起步。", "limitation": "为受访者叙述，非注册文件；2025公开亮相不作为新公司成立。" + }, + { + "id": "C02-BOUNDARY-YC30474", + "companyId": "YC30474", + "title": "RunRL算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/runrl", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "通过客户提供的模型、提示和奖励函数，提供强化学习后训练。 保留模型训练设施分类；化学任务示例是性能宣传，未复现，也不把旧研究实验室经历当本公司收入。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC30491", + "companyId": "YC30491", + "title": "Novoflow算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/novoflow", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "在诊所及医院的EHR中部署Agent，自动处理医疗运营流程。 从算力设施移为医疗专业应用；旧发布的诊所挽回收入、节省费用与利用率效果不归Novoflow收入，当前部署周期与旧一小时上线说法分开。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC30613", + "companyId": "YC30613", + "title": "Blank Bio算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/blank-bio", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "训练RNA基础模型，研究疾病进展及治疗反应，支持药企临床试验决策。 从算力设施移为行业基础模型；当前官网强调精准肿瘤学，旧RNA序列设计发布保留沿革，开源使用和合作方不等付费收入或临床有效性验证。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC30649", + "companyId": "YC30649", + "title": "Lilac算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/lilac", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "销售灵活GPU合约，并提供裸机开通、监控、Kubernetes及Slurm运维层。 保留算力设施分类，但不视为纯软件订阅；旧开源调度器发布与当前GPU合约交付分开，潜在客户原有云支出不是Lilac收入。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC30717", + "companyId": "YC30717", + "title": "Iron Grid算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/iron-grid", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "以AI原生数据中心工程为定位，官网介绍电池、风险和复杂系统建模背景。 从算力设施暂移行业专业应用；YC和官网均缺详细产品及合同，不能凭创始人经历推定已售GPU、云推理、保险或工程总包，分类仍需补证。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC30744", + "companyId": "YC30744", + "title": "SigmanticAI算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/sigmanticai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "在VSCode衍生环境中辅助RTL/HDL生成、测试、调试，并连接现有EDA工具。 从算力设施移芯片设计专业应用；首次付费客户、CPU设计与VerilogEval分数仅为发布自述，无收入金额，未独立复现综合或流片结果。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC31362", + "companyId": "YC31362", + "title": "Discovered Materials算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/discovered-materials", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "使用AI Agent提出候选材料，并结合物理实验研发半导体材料。 从算力设施移材料研发专业应用；同页Matforge旧名保留，创始人此前研究被采纳和旧公司被收购不归本公司收入，材料效果及发现周期未独立核。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC32154", + "companyId": "YC32154", + "title": "Zomma算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/zomma", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "在金融机构既有软件界面中处理交易警报调查、KYC及争议等后台流程。 从算力设施移金融专业应用；试点、OSWorld成绩为公司自述，客户资产管理规模及创始人前雇主交易额和收入不归Zomma收入。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC33278", + "companyId": "YC33278", + "title": "PRINCEPS算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/princeps", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "为数据中心及云算力相关的SLA、GPU残值和停机风险提供保险定价及承保定位。 从算力设施移保险专业业务；客户产业是compute不等交付算力。创始人既往项目金额不归本公司收入，保险保费不能直接当软件ARR。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC33573", + "companyId": "YC33573", + "title": "hardware intelligence算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/hardware-intelligence", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "提供芯片波形压缩、仿真及调试工具WaveZip和Wave。 从算力设施移芯片设计专业应用；波形压缩、性能提升与基准优胜均为自述，本轮未读代码或运行工具，不当已验证能力或收入。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC34959", + "companyId": "YC34959", + "title": "Applied Kinetics算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/applied-kinetics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "按数据中心及能源项目规格组织变压器、开关设备、发电与冷却设备制造及交付。 从算力设施移制造专业业务；AI用于审规格、排产和跟踪订单，不表示主要出售模型调用。报价交期、客户避免的损失和生产网络不当实际收入或纯软件ARR。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC35392", + "companyId": "YC35392", + "title": "Dydema算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/dydema", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "研发个人可穿戴、可编程脑机接口，并采集脑信号数据支持研发。 从算力设施移消费者个人应用；大规模脑数据是研发路径，未见主营训练数据销售证据。计算速度及可用性是愿景，交货与实际收入未核。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-BOUNDARY-YC36048", + "companyId": "YC36048", + "title": "Archgen Labs算力设施边界与交付复核", + "url": "https://www.ycombinator.com/companies/archgen-labs", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "提供3D芯片布局、时序、热分析及布线等EDA工具。 从算力设施移芯片设计专业应用；GPU加速是工具实现。自述竞赛排名、热分析速度及GlobalFoundries合作未独立核，2027首次流片是目标，不能记已完成或收入。", + "limitation": "仅据已读当前主营及相关发布分类；未核法律注册、财务底表或实际交付，性能和合作均非独立验证。不把此前项目、客户效果、资产和融资当当前公司收入。" + }, + { + "id": "C02-HOME-YC30717", + "companyId": "YC30717", + "title": "IronGrid官网工程定位及缺项", + "url": "https://www.getirongrid.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网重复AI原生数据中心工程定位，提供创始人建模经历和联系入口，页脚列Iron Grid Solutions, Inc。", + "limitation": "未见具体产品、签约买家、收费及工程责任；页脚不是工商核验，展示SOC标识不当已核证书。" + }, + { + "id": "C02-HOME-YC30613", + "companyId": "YC30613", + "title": "Blank Bio当前RNA模型及临床研发定位", + "url": "https://www.blank.bio/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网描述训练RNA基础模型，并以疾病进展及患者筛选应用支持药企临床研发，提供早期访问入口。", + "limitation": "合作及融资公告链接未在本轮展开，不把公告标题当收入证据；临床效果、许可及付费未独立核。" } ], "reviews": [ @@ -53992,6 +54185,46 @@ "FOLLOWUP-PYTHO-ORIGINAL-YEAR" ], "handling": "起步叙述非注册确认；未新增主公司、收入或技术性能记录，媒体及采购平台金额不当实际ARR。" + }, + { + "id": "C02-BOUNDARY-R-13", + "type": "算力与模型设施分类边界复核", + "company": "原C02规则初分中的13家公司", + "scope": "companies", + "companyIds": [ + "YC30474", + "YC30491", + "YC30613", + "YC30649", + "YC30717", + "YC30744", + "YC31362", + "YC32154", + "YC33278", + "YC33573", + "YC34959", + "YC35392", + "YC36048" + ], + "summary": "定向重读13项YC资料及2项官网：RunRL和Lilac保留C02；Blank Bio移行业基础模型C01，Dydema移个人交互应用C09，其余9项移专业应用C07（含产品信息仍不足的Iron Grid暂分类）。原52项规则初分尚余39项，不代表本类别全量已复核。", + "evidenceIds": [ + "C02-BOUNDARY-YC30474", + "C02-BOUNDARY-YC30491", + "C02-BOUNDARY-YC30613", + "C02-BOUNDARY-YC30649", + "C02-BOUNDARY-YC30717", + "C02-BOUNDARY-YC30744", + "C02-BOUNDARY-YC31362", + "C02-BOUNDARY-YC32154", + "C02-BOUNDARY-YC33278", + "C02-BOUNDARY-YC33573", + "C02-BOUNDARY-YC34959", + "C02-BOUNDARY-YC35392", + "C02-BOUNDARY-YC36048", + "C02-HOME-YC30717", + "C02-HOME-YC30613" + ], + "handling": "以实际交付而非客户产业、实现方式或单个关键词判断；GPU合约/运维、EDA软件、实体设备、保险及金融BPO分别标注商业模式。无新收入金额或技术等级，原成立/团队快照及财务观测保留，后续核法律主体、合同和经营状态。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 1652ee1..235ff7c 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-39", + "version": "2026-10-30-40", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "原新增目录中24条深化为个案并保留来源；当前基础项202条主营分类人工复核。26项Agent设施规则初分已逐项重读，6项按交付移类；Inactive/Acquired、历史发布与现主营、Multiplier客户资产与自身ARR边界注明。继续核其余资料、经营状态与财务，保留原始审计，不把客户收益或采购/交易量当收入。", + "nextCheck": "原新增目录中24条深化为个案并保留来源；当前基础项215条主营分类人工复核。新增13项算力设施边界复核：2项保留、11项按模型/个人终端/专业交付移类，原52项规则初分尚余39项；Iron Grid产品和合同仍不足，暂按工程定位分类。此前26项Agent设施与12项实体产业复核及经营状态/历史发布边界保留。继续逐条核其余资料、主体、合同与财务，不将本批定向复核视为全部覆盖。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f218ea7..5d0505d 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-candidate-followup-1", + "sourceVersion": "2026-10-30-c02-boundaries-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",