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Review compute infrastructure category boundaries

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@@ -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": {
content/research/ai-companies.sources.json
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@@ -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"
},
{
content/research/ai-income-analysis.json
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@@ -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",