diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index fc83517..bf8bcce 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, 1253); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4866); + assert.equal(research.evidence.length, 4894); assert.equal(research.observations.length, 491); 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/src/components/ArrDisclosures.tsx b/apps/docs/src/components/ArrDisclosures.tsx index adb1627..e5b7027 100644 --- a/apps/docs/src/components/ArrDisclosures.tsx +++ b/apps/docs/src/components/ArrDisclosures.tsx @@ -34,7 +34,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps
- + {coverage.filter((item) => item.companies > 0).map((item) => @@ -42,7 +42,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps )}
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。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。
业务分类已采集公司企业或当事方披露仅第三方估算缺少 ARR披露覆盖率
{new Intl.NumberFormat("zh-CN", { style: "percent", maximumFractionDigits: 1 }).format(item.disclosed / item.companies)}
-

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。

+

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。

- + {rows.map(({ company, observation: item }) => { const source = evidence.get(item.evidence); const url = source && evidenceUrl(source.url); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index b4117cc..857452a 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -124,10 +124,10 @@ 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, 1253); - assert.equal(initial.evidence.length, 4866); + assert.equal(initial.evidence.length, 4894); assert.equal(initial.observations.length, 491); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 6); + assert.equal(businessReviews.length, 7); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) .sort((a, b) => a.id.localeCompare(b.id)), "business model assessments and company/evidence links persist in the shared database"); @@ -169,8 +169,8 @@ 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, 244); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 146); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 248); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 147); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -229,7 +229,7 @@ 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, 238); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 244); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -587,9 +587,9 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")), "previous-company ARR and financial amounts in document demonstrations are not current revenue"); assert.equal(batch.records.filter((row) => row.status === "linked").length, 71); - assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 17, - "reused roster matches are not newly reread independent profiles"); - assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 62); + assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 0, + "all reused independent profiles have now been explicitly reread"); + assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 79); const ninthFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F9-")); assert.equal(ninthFollowup.length, 10); assert.equal(ninthFollowup.filter((item) => item.selection === "excluded").length, 6); @@ -608,6 +608,26 @@ test("the public SR007 roster preserves unique entries and Alven's older operato } assert.equal(snapshot.companies.find((item) => item.id === "AI161")!.cat, "C02", "enterprise workload model specialization is classified by delivery rather than frontier-model slogans"); + const rereadProfiles = snapshot.evidence.filter((item) => item.id.startsWith("SR007F10-P-")); + assert.equal(rereadProfiles.length, 17); + assert.equal(new Set(rereadProfiles.map((item) => item.companyId)).size, 17); + for (const evidence of rereadProfiles) { + const candidate = batch.records.find((row) => row.companyId === evidence.companyId)!; + assert.equal(candidate.url, evidence.url); + assert.ok(candidate.evidenceIds?.includes(evidence.id), "each reread has an exact profile link"); + } + assert.ok(!snapshot.observations.some((item) => item.id.startsWith("SR007F10-")), + "rereading existing financial milestones must not introduce duplicate observations"); + for (const id of ["AI067", "AI069"]) { + assert.equal(snapshot.companies.find((item) => item.id === id)!.cat, "C02", + "current hosted-model and training-data delivery are infrastructure"); + } + const oldWorkflowArr = snapshot.observations.find((item) => item.id === "SR-O-AI069-arr")!; + assert.equal(oldWorkflowArr.evidence, "SR-E-infragrid", "retain the original workflow revenue evidence"); + assert.equal(oldWorkflowArr.value, 302000); + assert.equal(oldWorkflowArr.observedAt, undefined); + assert.ok(snapshot.companies.find((item) => item.id === "AI069")!.notes.includes("历史ARR归属不清"), + "a current category change must retain the unresolved historical product attribution"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 1e90f49..4329dc4 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-9", + "version": "2026-11-01-sr007-followup-10", "asOf": "2026-11-01", "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": [ @@ -1170,7 +1170,8 @@ "sourceType": "公司或投资机构资料", "evidenceIds": [ "E043", - "ARRCHECK1-NEXOR-HOME" + "ARRCHECK1-NEXOR-HOME", + "SR007F10-P-AI043" ], "revenueStatus": "self", "businessModel": "收入Agentharness、多渠道交付和CRM接入;软件持续费、用量/结果、一次定制集成需按实际合同拆分。" @@ -1547,17 +1548,32 @@ "location": "美国旧金山", "business": "连接团队与工具上下文,识别阻碍并协调工作", "buyer": "企业团队负责人", - "delivery": "投资机构资料称已有客户和live ARR,未独立确认留存", + "delivery": "跨工具上下文/Slack协调与跟进;重要输出和行为需审核,非已核实际成果", "notes": "投资机构页面的客户订单量属于客户业务,不计作Alia收入。", "cohort": "2025年成立", "teamBasis": "speedrun页面6 Employees;日历截至日未注明,2026-10-30访问", - "price": "本轮未核验定价", - "stage": "投资机构披露有付费使用,待核验", + "price": "按订单/结账决定费用、额度、期间及续订,未读到公开金额", + "stage": "公开官网与交付/条款可读;原有自述收入保留,合同、留存和实际技术效果未独立核。", "sourceType": "a16z speedrun公司资料", "evidenceIds": [ - "E097" + "E097", + "SR007F10-P-AI057", + "SR007F10-ALIA-HOME", + "SR007F10-ALIA-TERMS" ], - "revenueStatus": "self" + "revenueStatus": "self", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款;内部基准、模型/Agent口号、界面结果不当独立测,未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI057", + "SR007F10-ALIA-HOME", + "SR007F10-ALIA-TERMS" + ] + }, + "businessModel": "企业协调软件,按订单订阅/额度和支持;组织数据接入、模型/索引、人工支持成本需拆", + "entityBasis": "Prosieve, Inc. doing business as Alia及关联运营方自述,独立登记与合并收入范围未核" }, { "id": "AI058", @@ -30891,19 +30907,33 @@ "location": "San Francisco, California", "business": "将运行交互转为学习信号的持续学习Agent基础设施", "buyer": "Agent开发企业", - "delivery": "投资机构公开资料中的经营声明;未测试实际产品或查阅合同", + "delivery": "嵌入客户团队、代码库和路线图,学习stack归客户基础设施;high-touch工程合作", "notes": "私测三周ARR超过27万(原文$);另有200万管线,非收入;原文仅给$符号或七位数,不将币种和时点补成已验证信息。", "cohort": "2025年成立(投资机构名录)", "teamBasis": "Speedrun Employees字段;2026-10-30访问,业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明;商业交付与留存未独立核验", + "price": "费用、期长和续订/取消依订单,无可读实价", + "stage": "公开官网与交付/条款可读;原有自述收入保留,合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-proper-motion" + "SR-E-proper-motion", + "SR007F10-P-AI063", + "SR007F10-PROPER-HOME", + "SR007F10-PROPER-TERMS" ], "revenueStatus": "self", "classificationBasis": "按官方名录主营业务人工归类;行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "businessModel": "持续学习平台+嵌入式工程交付,许可/集成/反馈与评估/模型及维护成本需分开,不能凭ARR标签认纯自助SaaS", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款;内部基准、模型/Agent口号、界面结果不当独立测,未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI063", + "SR007F10-PROPER-HOME", + "SR007F10-PROPER-TERMS" + ] + }, + "entityBasis": "GAIA REAL ESTATE AI INC. DBA Proper Motion条款自述,Virgo产品关系及独立登记未核" }, { "id": "AI064", @@ -30915,19 +30945,33 @@ "location": "New York, New York", "business": "以MCP整合GTM工具供Agent执行客户增长任务", "buyer": "AI原生企业及GTM团队", - "delivery": "投资机构公开资料中的经营声明;未测试实际产品或查阅合同", + "delivery": "GTM数据/MCP/CLI与外联工作流,试用/客户推荐语;内部任务基准未独立核", "notes": "前11周ARR超过26万(原文$);客户销售管线成果非本公司收入;原文仅给$符号或七位数,不将币种和时点补成已验证信息。", "cohort": "2026年成立(投资机构名录)", "teamBasis": "Speedrun Employees字段;2026-10-30访问,业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明;商业交付与留存未独立核验", + "price": "未取得具体价表;订单包含约定用量费,第三方账户费用另循条款", + "stage": "公开官网与交付/条款可读;原有自述收入保留,合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-cluster" + "SR-E-cluster", + "SR007F10-P-AI064", + "SR007F10-CLUSTER-HOME", + "SR007F10-CLUSTER-TERMS" ], "revenueStatus": "self", "classificationBasis": "按官方名录主营业务人工归类;行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "businessModel": "GTM工具设施,按订单订阅/约定用量;数据供应、第三方账户、外联和礼物成本与厂商净费分开", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款;内部基准、模型/Agent口号、界面结果不当独立测,未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI064", + "SR007F10-CLUSTER-HOME", + "SR007F10-CLUSTER-TERMS" + ] + }, + "entityBasis": "Cluster Software Inc. Delaware条款自述,独立登记未核" }, { "id": "AI065", @@ -30939,19 +30983,30 @@ "location": "San Francisco, California", "business": "结合实施与Agent平台自动化企业运营", "buyer": "上市及私募控股企业", - "delivery": "投资机构公开资料中的经营声明;未测试实际产品或查阅合同", + "delivery": "30日试点后持续月度合作,明确驻场工程师部署公司brain并与客户建设内部能力", "notes": "仅称七位数live ARR;1000万以上客户经营影响非本公司收入;原文仅给$符号或七位数,不将币种和时点补成已验证信息。", "cohort": "2026年成立(投资机构名录)", "teamBasis": "Speedrun Employees字段;2026-10-30访问,业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明;商业交付与留存未独立核验", + "price": "未披露具体费率;30日试点及后续月合作,实际验收与订单未核", + "stage": "公开官网与交付/条款可读;原有自述收入保留,合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-codos" + "SR-E-codos", + "SR007F10-P-AI065", + "SR007F10-CODOS-HOME" ], "revenueStatus": "self", "classificationBasis": "按官方名录主营业务人工归类;行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "businessModel": "企业AI转型软件+FDE实施及持续月度合作,工程师/访谈/集成/模型与维护工时需拆,不按纯软件利润推算", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款;内部基准、模型/Agent口号、界面结果不当独立测,未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI065", + "SR007F10-CODOS-HOME" + ] + } }, { "id": "AI066", @@ -30980,26 +31035,40 @@ { "id": "AI067", "name": "Abliteration.ai", - "url": "https://speedrun.a16z.com/companies/abliteration", - "cat": "C01", + "url": "https://abliteration.ai/", + "cat": "C02", "year": 2026, "team": 2, "location": "Palo Alto, California", - "business": "面向安全测试等场景提供模型访问服务", + "business": "提供衍生托管模型API、策略治理网关与训练数据生成访问。", "buyer": "安全专业人员与Agent测试团队", - "delivery": "投资机构公开资料中的经营声明;未测试实际产品或查阅合同", + "delivery": "模型API月用量额度/充值,企业容量/SLA另约;未调用模型或测试功能", "notes": "标题称700万ARR,正文称超过700万run rate,定义待核;原文仅给$符号或七位数,不将币种和时点补成已验证信息。", "cohort": "2026年成立(投资机构名录)", "teamBasis": "Speedrun Employees字段;2026-10-30访问,业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明;商业交付与留存未独立核验", + "price": "原$20/50/200月套餐含等额用量额度及折扣,预付充值独立;模型费明确USD/百万token分输入、缓存和输出,搜索另计", + "stage": "公开官网与交付/条款可读;原有自述收入保留,合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-abliteration" + "SR-E-abliteration", + "SR007F10-P-AI067", + "SR007F10-ABLITERATION-HOME", + "SR007F10-ABLITERATION-PRICE" ], "revenueStatus": "self", - "classificationBasis": "按官方名录主营业务人工归类;行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "classificationBasis": "按当前衍生模型托管/API、网关和数据服务归C02;无独立自研通用基础模型证据,不因名录模型标签归C01", + "businessModel": "托管模型/API消费,月额度套餐+独立预付充值;输入/缓存/输出与搜索分别计费,算力/安全治理/支持成本待核", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款;内部基准、模型/Agent口号、界面结果不当独立测,未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI067", + "SR007F10-ABLITERATION-HOME", + "SR007F10-ABLITERATION-PRICE" + ] + }, + "entityBasis": "Abliteration AI, Inc.官网页脚自述,精确注册及基础模型许可未核" }, { "id": "AI068", @@ -31029,25 +31098,39 @@ "id": "AI069", "name": "Infragrid", "url": "https://speedrun.a16z.com/companies/infragrid", - "cat": "C05", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco, California", - "business": "观察跨应用工作并通过记忆推荐自动化流程", - "buyer": "企业及知识工作团队", - "delivery": "投资机构公开资料中的经营声明;未测试实际产品或查阅合同", - "notes": "自述两周ARR30.2万(原文$),节时比例未经独立测试;原文仅给$符号或七位数,不将币种和时点补成已验证信息。", + "business": "当前官网面向实验室提供专家数据、环境与评测;投资方及条款另描述办公自动化/Runbooks,产品沿革待核。", + "buyer": "当前首页模型实验室;旧产品企业知识工作团队,实际买家收入占比未核", + "delivery": "专家数据/环境/评测联系入口,条款仍有Runbooks录屏/自动化,转向或并存未核", + "notes": "自述两周ARR30.2万(原文$),节时比例未经独立测试;原文仅给$符号或七位数,不将币种和时点补成已验证信息。 2026-11-01当前首页转为研究/专家数据/环境评测描述,条款仍Runbooks;转向/并存时点和302K历史ARR归属不清,当前分类不能作为财务同期业务分类。", "cohort": "2026年成立(投资机构名录)", "teamBasis": "Speedrun Employees字段;2026-10-30访问,业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明;商业交付与留存未独立核验", + "price": "旧Runbooks条款订单/自动续订,无当前实验室数据服务公开实价", + "stage": "公开官网与交付/条款可读;原有自述收入保留,合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-infragrid" + "SR-E-infragrid", + "SR007F10-P-AI069", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" ], "revenueStatus": "self", - "classificationBasis": "按官方名录主营业务人工归类;行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "classificationBasis": "按当前官网暂归C02,保留旧C05办公自动化证据;尚不能把旧产品ARR当模型数据设施同期收入", + "businessModel": "按当前首页暂归模型数据/评测设施,旧Runbooks订阅另列;数据许可/采集/专家/环境计算和实施净费需拆", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款;内部基准、模型/Agent口号、界面结果不当独立测,未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI069", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" + ] + }, + "entityBasis": "Infragrid, Inc. Delaware条款自述,独立登记与新旧产品对应未核" }, { "id": "AI070", @@ -31736,7 +31819,8 @@ "evidenceIds": [ "SR26-ONTEM", "SR26-ONTEM-HOME", - "SR26-ONTEM-TERMS" + "SR26-ONTEM-TERMS", + "SR007F10-P-AI088" ], "businessModel": "应收软件与实施服务;未来融资服务与客户代收款需另列", "entityBasis": "成立年与团队数据投资机构名录;本轮未独立核验注册主体、当前股权及完整法律沿革。 官网条款运营者只写Ontem,完整法人名称仍缺。", @@ -31770,7 +31854,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR26-CYBERNETIC-PHYSICS", - "SR26-CYBERNETIC-PHYSICS-HOME" + "SR26-CYBERNETIC-PHYSICS-HOME", + "SR007F10-P-AI089" ], "businessModel": "机器人集成、部署及持续运维;硬件、实施和服务收入分拆待核", "entityBasis": "成立年与团队数据投资机构名录;本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31804,7 +31889,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR26-LAZYWEB", - "SR26-LAZYWEB-HOME" + "SR26-LAZYWEB-HOME", + "SR007F10-P-AI090" ], "businessModel": "产品增长软件与代理工作流;订阅、用量及实施费用需按合同核", "entityBasis": "成立年与团队数据投资机构名录;本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31873,7 +31959,8 @@ "revenueStatus": "unknown", "evidenceIds": [ "SR26-ELU", - "SR26-ELU-HOME" + "SR26-ELU-HOME", + "SR007F10-P-AI092" ], "businessModel": "产品分析与代码修复软件,支持云/私有化部署;许可和实施合同待核", "entityBasis": "成立年与团队数据投资机构名录;本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31908,7 +31995,8 @@ "evidenceIds": [ "SR26-ATHENA", "SR26-ATHENA-HOME", - "SR26-ATHENA-LEGAL" + "SR26-ATHENA-LEGAL", + "SR007F10-P-AI093" ], "businessModel": "固定法律服务费,AI作为内部交付工具;不是默认出售SaaS订阅", "entityBasis": "官网法律声明列Athena Circle, a Professional Law Corporation与California Entity No. B20260352606;未查登记原件。不与YC30268 AthenaHQ品牌可见性软件合并。", @@ -31942,7 +32030,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR26-TENERA", - "SR26-TENERA-HOME" + "SR26-TENERA-HOME", + "SR007F10-P-AI094" ], "businessModel": "用户模拟与产品研究软件;试点、订阅和服务分拆待核", "entityBasis": "成立年与团队数据投资机构名录;本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31977,7 +32066,8 @@ "evidenceIds": [ "SR26-PREMAN", "SR26-PREMAN-HOME", - "SR26-PREMAN-SDK" + "SR26-PREMAN-SDK", + "SR007F10-P-AI095" ], "businessModel": "测试/修复平台、SDK与托管服务;许可和用量收费待核", "entityBasis": "官网页脚PreMan, Inc.并链接PreMan-Inc组织的SDK;精确注册未核,不将SDK组织名当注册证明。", @@ -32046,7 +32136,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR25-ONEGC", - "SR25-ONEGC-HOME" + "SR25-ONEGC-HOME", + "SR007F10-P-AI097" ], "businessModel": "技术平台加律师专业服务;覆盖事项固定月费,特殊事项另报固定费用", "entityBasis": "官网自述OneGC Law为提供法律服务的加州专业公司,OneGC, Inc.为独立技术平台公司;登记及各主体收入合并范围尚未独立核。", @@ -32148,7 +32239,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR25-DRS", - "SR25-DRS-HOME" + "SR25-DRS-HOME", + "SR007F10-P-AI100" ], "businessModel": "多应用组合经营;官网列订阅/定价基础设施,内购净收入及平台抽成分摊待核", "entityBasis": "机构成立字段与官网链接对应;精确法律注册、当前股权及集团合并范围待核。", @@ -36210,7 +36302,8 @@ "evidenceIds": [ "TC26AG-INDEX", "TC26ENT1-BOUNTY-HOME", - "TC26ENT1-BOUNTY-ACCELERATOR" + "TC26ENT1-BOUNTY-ACCELERATOR", + "SR007F10-P-TC-BOUNTY" ], "revenueStatus": "unknown", "extraUrl": "https://speedrun.a16z.com/companies/bounty", @@ -100966,6 +101059,314 @@ "kind": "投资方及官网/条款与收入边界复核", "summary": "称Zoah Inc.;USD月/年预付、协作者/Viewer席位、AI成本额度及预付充值,另有市场佣金;可退出模型训练。", "limitation": "部分免责/争议文字仍写OPACITY,须对齐实际主体/订单;退款/未用额度和第三方模型成本需核,不把市场交易总额归订阅ARR。" + }, + { + "id": "SR007F10-P-AI067", + "companyId": "AI067", + "title": "Abliteration.ai:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/abliteration", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人,与既有记录相符。安全研究场景模型访问;标题原$7M ARR、正文7M以上run rate仍并存。", + "limitation": "run rate未证明经常性,不新增ARR;仅核经营模式,不读取或运行攻击实现。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI057", + "companyId": "AI057", + "title": "Alia:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/alia", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、6人,与既有记录相符。协调团队/跨工具工作,原$115K live ARR、三个月相对时长;客户平台月1亿订单。", + "limitation": "原财务记录保留,不把客户订单量、前Stone15000人或创始人旧用户归Alia。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI093", + "companyId": "AI093", + "title": "Athena(athena.lawyer):SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/athena", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、6人,与既有记录相符。AI辅助固定费律所,16关系含委托与design partners,约原$700K committed legal fees。", + "limitation": "承诺法律费非已实现ARR,旧Legora100M ARR不归Athena;不提供法律建议。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-TC-BOUNTY", + "companyId": "TC-BOUNTY", + "title": "Bounty:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/bounty", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人,与既有记录相符。Agent成果市场;9月1M+年化GMV、10月预计1.5M+;15企业每月15K+客户承诺、200+第三方Agent。", + "limitation": "GMV/承诺/未来值非净收入,第三方Agent非雇员,旧创业2M业绩不继承,不重复观测。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI064", + "companyId": "AI064", + "title": "Cluster:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/cluster", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、3人,与既有记录相符。GTM MCP/工具设施,11周原$260K+ARR;自测称30%快/4倍便宜,客户新增数百万销售管线。", + "limitation": "自测非独立结果,客户管线不是Cluster收入,原ARR无精确日期/币种,不重复里程碑。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI065", + "companyId": "AI065", + "title": "Codos:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/codos", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、5人,与既有记录相符。企业AI转型/虚拟CAIO,七位数live ARR,客户10M+经营影响,含实施团队。", + "limitation": "七位数只是范围,客户影响和市场500B非自身收入,不能假定纯软件利润。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI089", + "companyId": "AI089", + "title": "Cybernetic Physics:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/cybernetic-physics", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、4人,与既有记录相符。部署第三方人形/移动机器人于数据中心,8周原$828K live ARR;DeepAI十余机器人合同。", + "limitation": "第三方硬件、部署和持续运维需拆,合同台数不等交付台数或独立收入,旧论文非当前系统独立测。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI100", + "companyId": "AI100", + "title": "DRS:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/drs", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、10人,与既有记录相符。2025消费应用工作室,10人、三应用合计原$1.3M ARR,第二应用30日400K。", + "limitation": "第二应用属于组合,不与总额再加;旧40M ARR/125M收购/旧游戏5亿安装非DRS。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI092", + "companyId": "AI092", + "title": "Elu:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/elu", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人,与既有记录相符。用户会话→问题→修复/验证,模型许可/客户基础设施;ARR八倍增长、600+接入、2M+管线。", + "limitation": "无绝对ARR不能从倍数补金额,接入不等付费,名企管线不作收入。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI069", + "companyId": "AI069", + "title": "Infragrid:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/infragrid", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人,与既有记录相符。跨应用行为/记忆推荐自动化,原$302K ARR两周里程碑与节时70%自述。", + "limitation": "当前官网改为实验室专家数据/环境/评测,条款仍描述Runbooks自动化;并存/转向和旧ARR对应范围未核,不迁新业务。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI090", + "companyId": "AI090", + "title": "Lazyweb:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/lazyweb", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人,与既有记录相符。产品增长AI,原$1M live ARR两个月;旧Discord/Duolingo/Photomath履历。", + "limitation": "旧500M出售金额和旧雇主收入非Lazyweb,未独立核付款/留存或产品效果。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI043", + "companyId": "AI043", + "title": "Nexor AI:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/nexor-ai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、8人,与既有记录相符。收入Agent设施,五个月原$2.5M ARR、270客户、19国、每日20万余对话自述。", + "limitation": "旧房地产交易/融资及患者规模不迁;官网另一客户分母需同期对齐,原ARR不新增重复。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI097", + "companyId": "AI097", + "title": "OneGC:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/onegc", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、3人,与既有记录相符。2025法律平台,原$1.18M以上ARR旁括420K in pilot、50多客户,年订阅法律额度。", + "limitation": "1.18M/420K包含或另计不明,不相加减;平台与律所及官网月费需按合同拆,旧Dibbs财务不继承。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI088", + "companyId": "AI088", + "title": "Ontem:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/ontem", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人,与既有记录相符。应收开票/催收及未来融资,六周原$25K signed ARR、1M+管线,预计10月末60M年化交易量。", + "limitation": "signed不等上线履约,代收交易量/未来融资非平台净收入,不因月份已过将预测变实际。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI095", + "companyId": "AI095", + "title": "PreMan:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/preman", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人,与既有记录相符。自适应QA测试/修复,原$170K ARR;Surt AI旧1M ARR及创始人研究履历。", + "limitation": "当前产品与SDK公开分开,旧事业财务不归PreMan,独立产品性能与实际合同仍未核。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI063", + "companyId": "AI063", + "title": "Proper Motion:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/proper-motion", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、3人,与既有记录相符。Agent持续学习设施,2025、3人,三周私测原$270K+ARR及2M管线。", + "limitation": "私测原标签保留,原OpenAI用户/旧Citadel八位PnL不归新公司;嵌入式工程交付净费/人力需核。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI094", + "companyId": "AI094", + "title": "Tenera:SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/tenera", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、3人,与既有记录相符。模拟用户预测产品反应,2026、3人、三周原$300K+ARR,企业试点转合同及40余管线。", + "limitation": "85%准确率无独立测试,客户商业效果/旧Uber营收非自身收入,试点/管线不重复加ARR。 机构有投资利益关系,成立/人数/财务不等独立审计,读取日非财务截至日。" + }, + { + "id": "SR007F10-ALIA-HOME", + "companyId": "AI057", + "title": "Alia跨工具协调及模拟情境", + "url": "https://usealia.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "跨工具关系/上下文和Slack提醒、协同跟进,示例中续约/任务/对话为展示。", + "limitation": "官网未给价表,提醒/解决状态不等实际交付或付费客户;旧Stone员工数不归Alia。" + }, + { + "id": "SR007F10-ALIA-TERMS", + "companyId": "AI057", + "title": "Alia运营主体与数据权限", + "url": "https://auth.usealia.com/terms", + "publishedAt": "2026-08-21", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "Prosieve, Inc. doing business as Alia;企业使用、订单定收费/额度,跨可见边界可要求批准;通用训练默认不使用客户内容,Slack/Google另有更严格限制。", + "limitation": "登记/关联主体合并范围未独立核;禁训练不等无客户索引/嵌入或全部数据本地,需审核重要输出/行为。" + }, + { + "id": "SR007F10-CLUSTER-HOME", + "companyId": "AI064", + "title": "Cluster数据/外联工具与自测边界", + "url": "https://www.getcluster.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "GTM MCP/CLI,50余数据源、信号/查找/序列/礼物;宣称内测任务性能,提供免费试用及客户推荐语。", + "limitation": "免费试用非付费,内部基准非独立测;数据/外联/礼物成本及授权需拆,例子来源/指标非自身财务,不实际外联或发送礼物。" + }, + { + "id": "SR007F10-CLUSTER-TERMS", + "companyId": "AI064", + "title": "Cluster订单、用量及第三方成本", + "url": "https://www.getcluster.ai/terms", + "publishedAt": "2026-09-03", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "Cluster Software Inc. Delaware自述,订阅/约定用量按订单,第三方账户费用另循其条款;试用转付费须同意,未用额度通常不退。", + "limitation": "当前具体实价/净费未读,数据访问不等有联系许可,自动行为需配置权限及人工审核,登记/履约未独立核。" + }, + { + "id": "SR007F10-CODOS-HOME", + "companyId": "AI065", + "title": "Codos明确FDE与持续月度合作", + "url": "https://www.codos.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "员工访谈/公司brain/虚拟CAIO,300–3000人客户目标;30日试点后持续月度合作,驻场工程师部署并帮助建立内部能力。", + "limitation": "客户规模非公司员工;演示26.4M营收/18.2%净利等非Codos财务;10倍ROI/自进化未独立验证,月合作不自动等纯软件ARR。" + }, + { + "id": "SR007F10-INFRAGRID-HOME", + "companyId": "AI069", + "title": "Infragrid当前首页与旧主营不一致", + "url": "https://infragrid.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "当前公开首页写面向前沿模型实验室的研究和专家数据、环境、评测。", + "limitation": "与投资方办公自动化和当前法律条款Runbooks描述不同;可能转向/并存未证,历史302K ARR不能归当前新业务口径,具体收入组成缺。" + }, + { + "id": "SR007F10-INFRAGRID-TERMS", + "companyId": "AI069", + "title": "Infragrid条款仍保留Runbooks与不训练声明", + "url": "https://infragrid.ai/legal/terms-of-service", + "publishedAt": "2026-09-10", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "生效10月10日,自述Infragrid, Inc. Delaware;明确用户启动/停止录屏及Runbooks,不持续录屏;客户资料不训练模型,订阅按订单。", + "limitation": "与当前首页专家数据业务的来源/授权/合同关系未核;声明不训练客户内容不等不能售另行授权数据,两产品数据边界须确认,不能直接推矛盾造假。" + }, + { + "id": "SR007F10-PROPER-HOME", + "companyId": "AI063", + "title": "Proper Motion嵌入式学习工程交付", + "url": "https://www.propermotion.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "持续学习/行为与结果反馈闭环;明确嵌入客户代码库和团队、客户拥有stack且位于客户基础设施,high-touch合作。", + "limitation": "不是已证明自助SaaS,配置/工程师工时、训练/观测及维护成本需核;privacy-first不等全部后端无资料,实际合同缺。" + }, + { + "id": "SR007F10-PROPER-TERMS", + "companyId": "AI063", + "title": "Proper Motion DBA与Virgo产品范围", + "url": "https://www.propermotion.ai/terms", + "publishedAt": "2026-08-14", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "GAIA REAL ESTATE AI INC. doing business as Proper Motion,覆盖Virgo应用/API/SDK/CLI;具体费期按订单,生成建议/代码需审核,司法辖区仍有confirm county占位。", + "limitation": "法人名称/品牌/产品沿革和独立登记未核,不因Real Estate名称改主营或推新成立;占位仅补证,不直接推造假。" + }, + { + "id": "SR007F10-ABLITERATION-HOME", + "companyId": "AI067", + "title": "Abliteration托管模型和治理网关", + "url": "https://abliteration.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "托管模型API、Policy Gateway与数据生成服务,首页称GLM-5.3作为Abliterated Large v2;月额度及预付访问。", + "limitation": "只读商业模式/计费,不执行SDK、模型或攻击示例;基础模型衍生/托管不等自行训练通用前沿模型,隐私/性能声明未独立核。" + }, + { + "id": "SR007F10-ABLITERATION-PRICE", + "companyId": "AI067", + "title": "Abliteration月额度、充值与token单价", + "url": "https://abliteration.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "Developer/Growth/Scale原$20/50/200每月含等额用量额度及折扣,一次充值独立;模型表明确USD/百万token,输入/缓存/输出分别计费,搜索另计。", + "limitation": "价表不是已实现MRR/ARR;额度充值/消费不能重复算收入,当前USD模型费不补历史7M声明币种;退款、未用预收和推理/网关成本需核。" } ], "reviews": [ @@ -110724,6 +111125,139 @@ "SR007F9-ZOAH-SR", "SR007F9-ZORBE-SR" ] + }, + { + "id": "SR007F10-R-COVERAGE", + "type": "SR007全部79档案读取与有限覆盖", + "company": "SR007公开名单", + "scope": "dataset", + "summary": "原62个补读+本轮17复用重读;71关联、Alven1冲突、6AI主营待核、scaledrive1超年,未新增公司或重复经营观测。", + "handling": "所有档案可读不等成立/财务真实、技术有效或全源完成;下一步处理七项未决、其他批次公开边界和各公司合同/财务缺项。", + "evidenceIds": [ + "SR007F10-P-AI067", + "SR007F10-P-AI057", + "SR007F10-P-AI093", + "SR007F10-P-TC-BOUNTY", + "SR007F10-P-AI064", + "SR007F10-P-AI065", + "SR007F10-P-AI089", + "SR007F10-P-AI100", + "SR007F10-P-AI092", + "SR007F10-P-AI069", + "SR007F10-P-AI090", + "SR007F10-P-AI043", + "SR007F10-P-AI097", + "SR007F10-P-AI088", + "SR007F10-P-AI095", + "SR007F10-P-AI063", + "SR007F10-P-AI094" + ] + }, + { + "id": "SR007F10-R-IDENTITY", + "type": "品牌/法人与多产品交付边界", + "company": "Alia、Proper Motion、Infragrid", + "companyIds": [ + "AI057", + "AI063", + "AI069" + ], + "scope": "companies", + "summary": "Alia为Prosieve DBA、Proper Motion条款为GAIA REAL ESTATE AI INC. DBA/含Virgo;Infragrid条款Runbooks与首页实验室数据不同。", + "handling": "法人名称不直接决定当前行业/成立年,独立登记与沿革、产品范围/时点需核;Proper条款司法辖区占位只补证,不能据此判断造假。", + "evidenceIds": [ + "SR007F10-ALIA-TERMS", + "SR007F10-PROPER-TERMS", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" + ] + }, + { + "id": "SR007F10-R-RECLASSIFY", + "type": "模型托管与数据设施按当前交付归类", + "company": "Abliteration.ai、Infragrid", + "companyIds": [ + "AI067", + "AI069" + ], + "scope": "companies", + "summary": "Abliteration原C01按托管衍生模型API/策略网关改C02;Infragrid按当前首页数据/环境/评测暂归C02,旧C05业务资料不删。", + "handling": "旧Infragrid302K ARR只能对应原证据产品时点,不作当前数据业务同期均值;Abliteration标题ARR/正文run rate继续未解决,不重复观测,不把当前USD费表补历史币种。", + "evidenceIds": [ + "SR007F10-ABLITERATION-HOME", + "SR007F10-ABLITERATION-PRICE", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" + ] + }, + { + "id": "SR007F10-R-FINANCE", + "type": "复用档案收入与客户/旧事业指标不重复", + "company": "Abliteration.ai、Alia、Athena(athena.lawyer)、Bounty、Cluster、Codos、Cybernetic Physics、DRS、Elu、Infragrid、Lazyweb、Nexor AI、OneGC、Ontem、PreMan、Proper Motion、Tenera", + "companyIds": [ + "AI067", + "AI057", + "AI093", + "TC-BOUNTY", + "AI064", + "AI065", + "AI089", + "AI100", + "AI092", + "AI069", + "AI090", + "AI043", + "AI097", + "AI088", + "AI095", + "AI063", + "AI094" + ], + "scope": "companies", + "summary": "17个独立档案成立/人数与原记录一致,已有ARR/年化/签约/试点/管线继续原口径;OneGC试点覆盖、Abliteration标题正文及Elu无绝对金额仍未解决。", + "handling": "不以重读重复导入里程碑,不把旧事业、客户订单/交易/资产或模型基准当自身财务;Codos/Proper工程服务、Abliteration月额度/预付和Cluster数据/外联成本须拆,未新增可比ARR/MRR。", + "evidenceIds": [ + "SR007F10-P-AI067", + "SR007F10-P-AI057", + "SR007F10-P-AI093", + "SR007F10-P-TC-BOUNTY", + "SR007F10-P-AI064", + "SR007F10-P-AI065", + "SR007F10-P-AI089", + "SR007F10-P-AI100", + "SR007F10-P-AI092", + "SR007F10-P-AI069", + "SR007F10-P-AI090", + "SR007F10-P-AI043", + "SR007F10-P-AI097", + "SR007F10-P-AI088", + "SR007F10-P-AI095", + "SR007F10-P-AI063", + "SR007F10-P-AI094", + "SR007F10-CODOS-HOME", + "SR007F10-PROPER-HOME", + "SR007F10-CLUSTER-TERMS", + "SR007F10-ABLITERATION-PRICE" + ] + }, + { + "id": "MODEL1-EMBEDDED-LEARNING", + "type": "商业模式初评", + "company": "企业试点+嵌入式工程与持续学习合作", + "companyIds": [ + "AI065", + "AI063" + ], + "scope": "companies", + "summary": "已核事实:Codos以30日试点后月合作交付公司上下文/流程自动化,明确FDE;Proper Motion在客户代码库及基础设施嵌入工程团队,客户拥有学习stack。两者有投资方ARR自述,但工程/模型/持续维护净贡献缺底表。", + "handling": "待验证判断:可先卖边界明确、可验收的企业试点,再评估能否复用连接器/上下文和学习闭环转为持续收费。我们的试验需分记诊断/接入/工程师与专家工时、模型/观测/数据授权、重试返工、维护升级、验收/回款、试点转持续合同及30/90日留存。必须同时看每客户工时下降、退款后净实收和毛利;客户拥有stack可能降低长期锁定,持续付款需靠可量化维护/改进价值。月合作不当纯软件倍数,不把客户节省等同自身收入。", + "evidenceIds": [ + "SR007F10-CODOS-HOME", + "SR007F10-PROPER-HOME", + "SR007F10-PROPER-TERMS", + "SR007F10-P-AI065", + "SR007F10-P-AI063" + ] } ], "coverage": { @@ -123844,22 +124378,23 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug;count79、next/previous空,75普通UUID链接。当前71关联(17复用、54本系列新增)、1成立/主体待核(Alven已读冲突)、6AI主营待核、1超年(scaledrive2024)。本系列累计补读62个独立档案;17个复用位置本系列仅目录,既有核查见公司证据,未宣称本系列79档案全部重读。非所有批次/两年全量。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug;count79、next/previous空,75普通UUID链接。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79个独立档案均已逐项读取,含17复用档案重读;公司/经营观测未因此重复,独立登记/履约/技术等缺项保留。非所有批次/两年全量。", "complete": false, "records": [ { "id": "SR007R-C01", "name": "Abliteration.ai", "url": "https://speedrun.a16z.com/companies/abliteration", - "categoryId": "C01", + "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-abliteration" + "SR-E-abliteration", + "SR007F10-P-AI067" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI067" }, { @@ -123898,13 +124433,14 @@ "url": "https://speedrun.a16z.com/companies/alia", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "E097" + "E097", + "SR007F10-P-AI057" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI057" }, { @@ -123931,13 +124467,14 @@ "url": "https://speedrun.a16z.com/companies/athena", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-ATHENA" + "SR26-ATHENA", + "SR007F10-P-AI093" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI093" }, { @@ -123994,13 +124531,14 @@ "url": "https://speedrun.a16z.com/companies/bounty", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "TC26ENT1-BOUNTY-ACCELERATOR" + "TC26ENT1-BOUNTY-ACCELERATOR", + "SR007F10-P-TC-BOUNTY" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "TC-BOUNTY" }, { @@ -124074,13 +124612,14 @@ "url": "https://speedrun.a16z.com/companies/cluster", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-cluster" + "SR-E-cluster", + "SR007F10-P-AI064" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI064" }, { @@ -124089,13 +124628,14 @@ "url": "https://speedrun.a16z.com/companies/codos", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-codos" + "SR-E-codos", + "SR007F10-P-AI065" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI065" }, { @@ -124205,13 +124745,14 @@ "url": "https://speedrun.a16z.com/companies/cybernetic-physics", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-CYBERNETIC-PHYSICS" + "SR26-CYBERNETIC-PHYSICS", + "SR007F10-P-AI089" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI089" }, { @@ -124236,13 +124777,14 @@ "url": "https://speedrun.a16z.com/companies/drs", "categoryId": "C08", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR25-DRS" + "SR25-DRS", + "SR007F10-P-AI100" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI100" }, { @@ -124251,13 +124793,14 @@ "url": "https://speedrun.a16z.com/companies/elu", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-ELU" + "SR26-ELU", + "SR007F10-P-AI092" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI092" }, { @@ -124368,15 +124911,16 @@ "id": "SR007R-C33", "name": "Infragrid", "url": "https://speedrun.a16z.com/companies/infragrid", - "categoryId": "C05", + "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-infragrid" + "SR-E-infragrid", + "SR007F10-P-AI069" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI069" }, { @@ -124435,13 +124979,14 @@ "url": "https://speedrun.a16z.com/companies/lazyweb", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-LAZYWEB" + "SR26-LAZYWEB", + "SR007F10-P-AI090" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI090" }, { @@ -124548,15 +125093,16 @@ "url": "https://speedrun.a16z.com/companies/nexor-ai", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", "E043", "E103", - "NEXOR-CURRENCY-RECHECK" + "NEXOR-CURRENCY-RECHECK", + "SR007F10-P-AI043" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI043" }, { @@ -124581,13 +125127,14 @@ "url": "https://speedrun.a16z.com/companies/onegc", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR25-ONEGC" + "SR25-ONEGC", + "SR007F10-P-AI097" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI097" }, { @@ -124596,13 +125143,14 @@ "url": "https://speedrun.a16z.com/companies/ontem", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-ONTEM" + "SR26-ONTEM", + "SR007F10-P-AI088" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI088" }, { @@ -124734,13 +125282,14 @@ "url": "https://speedrun.a16z.com/companies/preman", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-PREMAN" + "SR26-PREMAN", + "SR007F10-P-AI095" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI095" }, { @@ -124767,13 +125316,14 @@ "url": "https://speedrun.a16z.com/companies/proper-motion", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-proper-motion" + "SR-E-proper-motion", + "SR007F10-P-AI063" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI063" }, { @@ -125022,13 +125572,14 @@ "url": "https://speedrun.a16z.com/companies/tenera", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-TENERA" + "SR26-TENERA", + "SR007F10-P-AI094" ], - "note": "SR007公开目录发现位置;按任务/行业标签作候选初分类,不把批次当成立年或把宣传营收转为财务观测。已按唯一档案链接关联公司,原始公司与收入不重复计数。", + "note": "已重读投资方独立档案,成立年/人数与既有公司一致;复用原公司ID和财务观测,不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI094" }, { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index f100ae7..f34ae42 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-9", + "version": "2026-11-01-sr007-followup-10", "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。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "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。", - "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。", + "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。", + "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。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 3ba106e..16566ba 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-9", + "sourceVersion": "2026-11-01-sr007-followup-10", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",
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
公司 / 分类收费与交付模式原始 ARR 声明时点身份 / 限制证据
公司 / 当前分类当前收费与交付模式原始 ARR 声明时点身份 / 限制证据