Complete SR007 profile reconciliation and qualify historical revenue categories
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@@ -184,7 +184,7 @@ async function main() {
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const research = await researchResponse.json();
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assert.equal(research.companies.length, 1253);
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assert.equal(research.categories.length, 11);
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assert.equal(research.evidence.length, 4866);
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assert.equal(research.evidence.length, 4894);
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assert.equal(research.observations.length, 491);
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assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
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const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
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@@ -34,7 +34,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps
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<label>补证项目<select value={gap} onChange={(event) => setGap(event.target.value as ArrFieldGap | "")}><option value="">全部记录</option>{gapCounts.map((item) => <option key={item.id} value={item.id}>{gapLabels[item.id]}（{item.count} 条）</option>)}</select></label>
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</div>
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<div className="research-table-wrap"><table>
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<caption>ARR 披露覆盖：按所选成立年份、每家公司计一次。点击分类筛选下方证据表。</caption>
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<caption>ARR 披露覆盖：按公司当前分类及所选成立年份、每家公司计一次。点击分类筛选下方证据表。</caption>
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<thead><tr><th>业务分类</th><th>已采集公司</th><th>企业或当事方披露</th><th>仅第三方估算</th><th>缺少 ARR</th><th>披露覆盖率</th></tr></thead>
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<tbody>{coverage.filter((item) => item.companies > 0).map((item) => <tr key={item.id}>
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<td><button onClick={() => setCategory(item.id)} aria-pressed={category === item.id}>{item.name}</button></td>
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@@ -42,7 +42,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps
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<td>{new Intl.NumberFormat("zh-CN", { style: "percent", maximumFractionDigits: 1 }).format(item.disclosed / item.companies)}</td>
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</tr>)}</tbody>
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</table></div>
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<p className="research-muted">分母含仅有目录资料的公司，覆盖率反映本次采集深度，不代表行业披露率。企业披露含历史里程碑，同一公司兼有披露和估算时归企业披露；缺少 ARR 的公司仍可能有其他收入。披露时点、币种与合同定义未对齐，不能将已披露少数公司的均值外推至整个分类，也不能由离散性判断财务造假。</p>
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<p className="research-muted">分母含仅有目录资料的公司，覆盖率反映本次采集深度，不代表行业披露率。分类及收费模式采用公司当前资料；公司转向或同时经营多个产品时，历史 ARR 未必属于当前业务，需打开公司核对产品、主体与期间，不能据当前分类重归历史收入。企业披露含历史里程碑，同一公司兼有披露和估算时归企业披露；缺少 ARR 的公司仍可能有其他收入。披露时点、币种与合同定义未对齐，不能将已披露少数公司的均值外推至整个分类，也不能由离散性判断财务造假。</p>
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<aside className="research-notice" aria-label="ARR比较前的补证检查">
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<strong>ARR 比较前的补证检查</strong>
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<p>当前分类及成立年下有 {claims.length} 条披露，{completeFields} 条同时具有有效日期、明确 USD、精确金额且不是第三方估算。补证筛选后显示 {rows.length} 条。</p>
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@@ -51,7 +51,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps
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</aside>
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<div className="research-table-wrap"><table>
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<caption>金额保留原币种、下界和估算身份；日期栏保留业务截至日缺项</caption>
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<thead><tr><th>公司 / 分类</th><th>收费与交付模式</th><th>原始 ARR 声明</th><th>时点</th><th>身份 / 限制</th><th>证据</th></tr></thead>
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<thead><tr><th>公司 / 当前分类</th><th>当前收费与交付模式</th><th>原始 ARR 声明</th><th>时点</th><th>身份 / 限制</th><th>证据</th></tr></thead>
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<tbody>{rows.map(({ company, observation: item }) => {
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const source = evidence.get(item.evidence);
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const url = source && evidenceUrl(source.url);
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@@ -124,10 +124,10 @@ test("research revisions share the authentication database and preserve replay l
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assert.equal(consumeCode(config, "invalid"), "limited");
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const initial = readResearchSnapshot();
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assert.equal(initial.companies.length, 1253);
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assert.equal(initial.evidence.length, 4866);
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assert.equal(initial.evidence.length, 4894);
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assert.equal(initial.observations.length, 491);
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const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
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assert.equal(businessReviews.length, 6);
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assert.equal(businessReviews.length, 7);
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assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
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.sort((a, b) => a.id.localeCompare(b.id)),
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"business model assessments and company/evidence links persist in the shared database");
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@@ -169,8 +169,8 @@ test("research validation rejects broken evidence and unsafe source links", () =
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test("reviews link explicit companies without turning global or excluded cases into companies", () => {
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const snapshot = structuredClone(seed) as ResearchSnapshot;
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 244);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 146);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 248);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 147);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54);
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const review = snapshot.reviews.find((r) => r.id === "R4")!;
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assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
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@@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
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test("technical reviews keep accessible materials separate from tested capabilities", () => {
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const snapshot = structuredClone(seed) as ResearchSnapshot;
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assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 238);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 244);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
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assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
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@@ -587,9 +587,9 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
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assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")),
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"previous-company ARR and financial amounts in document demonstrations are not current revenue");
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assert.equal(batch.records.filter((row) => row.status === "linked").length, 71);
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assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 17,
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"reused roster matches are not newly reread independent profiles");
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assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 62);
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assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 0,
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"all reused independent profiles have now been explicitly reread");
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assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 79);
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const ninthFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F9-"));
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assert.equal(ninthFollowup.length, 10);
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assert.equal(ninthFollowup.filter((item) => item.selection === "excluded").length, 6);
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@@ -608,6 +608,26 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
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}
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assert.equal(snapshot.companies.find((item) => item.id === "AI161")!.cat, "C02",
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"enterprise workload model specialization is classified by delivery rather than frontier-model slogans");
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const rereadProfiles = snapshot.evidence.filter((item) => item.id.startsWith("SR007F10-P-"));
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assert.equal(rereadProfiles.length, 17);
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assert.equal(new Set(rereadProfiles.map((item) => item.companyId)).size, 17);
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for (const evidence of rereadProfiles) {
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const candidate = batch.records.find((row) => row.companyId === evidence.companyId)!;
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assert.equal(candidate.url, evidence.url);
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assert.ok(candidate.evidenceIds?.includes(evidence.id), "each reread has an exact profile link");
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}
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assert.ok(!snapshot.observations.some((item) => item.id.startsWith("SR007F10-")),
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"rereading existing financial milestones must not introduce duplicate observations");
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for (const id of ["AI067", "AI069"]) {
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assert.equal(snapshot.companies.find((item) => item.id === id)!.cat, "C02",
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"current hosted-model and training-data delivery are infrastructure");
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}
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const oldWorkflowArr = snapshot.observations.find((item) => item.id === "SR-O-AI069-arr")!;
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assert.equal(oldWorkflowArr.evidence, "SR-E-infragrid", "retain the original workflow revenue evidence");
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assert.equal(oldWorkflowArr.value, 302000);
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assert.equal(oldWorkflowArr.observedAt, undefined);
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assert.ok(snapshot.companies.find((item) => item.id === "AI069")!.notes.includes("历史ARR归属不清"),
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"a current category change must retain the unresolved historical product attribution");
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});
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test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
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File diff suppressed because it is too large
Load Diff
@@ -1,5 +1,5 @@
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{
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"version": "2026-11-01-sr007-followup-9",
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"version": "2026-11-01-sr007-followup-10",
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"scopeConfirmedAt": "2026-10-30",
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"acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
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"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。",
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@@ -3040,8 +3040,8 @@
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"speedrun.a16z.com"
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],
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"initialAccess": "见具体证据访问记录",
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"boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007载荷79条唯一ID/slug、75普通UUID链接，count79且next/previous空。当前71关联（17复用、54本系列新增）、Alven1年份/主体冲突、6AI主营待核、scaledrive2024超年1；本系列补读62独立档案，17复用位置本系列只目录、既有核查链接公司证据，不声称79均重读。未执行站点脚本/私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明。签约/cARR/管线/融资、客户资产/回款、旧事业业绩和界面财务不当已实现收入；live ARR、年度合同标签、年化服务和累计收入分别保留，财务日期/币种/净费不补造。软件订阅、额度充值、模型定制/运行、专业/人工托管、云存储、评测、硬件、金融手续费及旅行采购按交付拆开。所有公司交付/技术/收费缺项见关联证据和核查记录；公开说明、未发布功能、公开制品与独立测试分级。Sterling条款法人占位及Zoah的OPACITY残留只作补证，不能据此推造假。",
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"nextCheck": "先对17个复用位置的既有档案证据逐项核对，不能只据目录称79档案全部审阅；继续核Alven2024主体/2025品牌沿革及6项AI主营。再建立其他批次可验证公开边界，不按请求参数认成功。公司层面补独立登记、真实合同/履约/取消、币种与财务日、经常性净费、模型/人工/资料授权/存储和渠道成本；重点包括Sterling年合同净费与法人、Vene个人/机构实付、Valent年化业务组成、Truli单次/订阅、Zoah训练退出/席位额度/运营者、Foundry公告/制品及Vound具体产品。其余公司核查缺项继续保留，不以本批可读证明全部真实。",
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"boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007载荷79条唯一ID/slug、75普通UUID链接，count79且next/previous空。当前71关联（17复用、54本系列新增）、Alven1年份/主体冲突、6AI主营待核、scaledrive2024超年1；本系列已读79独立档案（62补读＋17复用重读），全部位置有对应档案证据；复用原ID/观测，不新增重复公司。未执行站点脚本/私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明。签约/cARR/管线/融资、客户资产/回款、旧事业业绩和界面财务不当已实现收入；live ARR、年度合同标签、年化服务和累计收入分别保留，财务日期/币种/净费不补造。软件订阅、额度充值、模型定制/运行、专业/人工托管、云存储、评测、硬件、金融手续费及旅行采购按交付拆开。所有公司交付/技术/收费缺项见关联证据和核查记录；公开说明、未发布功能、公开制品与独立测试分级。Sterling条款法人占位及Zoah的OPACITY残留只作补证，不能据此推造假。 本轮官网复核中Infragrid首页实验室数据/评测与条款Runbooks并列，当前暂C02但旧ARR不迁产品；Abliteration托管/API按C02，标题/正文口径不明仍保留。Codos/Proper明确含嵌入式工程，非纯自助软件假定。",
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"nextCheck": "已完成17复用独立档案重读；继续核Alven2024主体/2025品牌沿革及6项AI主营。再建立其他批次可验证公开边界，不按请求参数认成功。公司层面补独立登记、真实合同/履约/取消、币种与财务日、经常性净费、模型/人工/资料授权/存储和渠道成本；重点包括Sterling年合同净费与法人、Vene个人/机构实付、Valent年化业务组成、Truli单次/订阅、Zoah训练退出/席位额度/运营者、Foundry公告/制品及Vound具体产品。其余公司核查缺项继续保留，不以本批可读证明全部真实。 Infragrid数据业务/旧Runbooks的产品沿革、合同与数据许可，Abliteration衍生模型权利/预收消费，Alia Prosieve及Proper GAIA/Virgo主体关系，Codos/Proper试点转续费及工程工时需补。",
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"limitation": "来源可读不等于声明已独立验证。",
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"rosterAudit": {
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"url": "https://speedrun.a16z.com/companies",
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@@ -1,5 +1,5 @@
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{
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"sourceVersion": "2026-11-01-sr007-followup-9",
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"sourceVersion": "2026-11-01-sr007-followup-10",
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"asOf": "2026-11-01",
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"metric": "platform-mrr-usd",
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"sampleUnit": "product-or-business",
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