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
- 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 |
{coverage.filter((item) => item.companies > 0).map((item) =>
|
@@ -42,7 +42,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps
{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。
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 |
{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",