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Verify ZeroSettle hosted AI and separate mixed billing economics

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Codex Bot
2026-10-31 22:20:06 +08:00
parent f74b268da4
commit 708f136163
5 changed files with 255 additions and 29 deletions
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apps/docs/scripts/auth-cli.ts
+2 -2
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@@ -182,9 +182,9 @@ async function main() {
assert.equal(researchResponse.status, 200, "authenticated research API");
assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
const research = await researchResponse.json();
assert.equal(research.companies.length, 1191);
assert.equal(research.companies.length, 1192);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4465);
assert.equal(research.evidence.length, 4475);
assert.equal(research.observations.length, 453);
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 });
apps/docs/tests/research.test.ts
+12 -12
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@@ -104,8 +104,8 @@ test("research revisions share the authentication database and preserve replay l
for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
assert.equal(consumeCode(config, "invalid"), "limited");
const initial = readResearchSnapshot();
assert.equal(initial.companies.length, 1191);
assert.equal(initial.evidence.length, 4465);
assert.equal(initial.companies.length, 1192);
assert.equal(initial.evidence.length, 4475);
assert.equal(initial.observations.length, 453);
assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
@@ -145,8 +145,8 @@ 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, 202);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 119);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 203);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 121);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -166,11 +166,11 @@ test("reviews link explicit companies without turning global or excluded cases i
test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
const snapshot = seed as ResearchSnapshot;
const summary = categorySummary(snapshot);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1191);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1192);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1112);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1113);
assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
@@ -205,7 +205,7 @@ 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, 176);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 177);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 25);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -609,9 +609,9 @@ test("the third uncertain cohort retains shutdowns, unknown scale and mixed data
const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(48, 72);
assert.equal(batch.complete, false);
assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source));
assert.equal(batch.records.filter((r) => r.status === "linked").length, 14);
assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 10);
for (const name of ["Mirabelle", "ZeroSettle", "Kyten Technologies"]) {
assert.equal(batch.records.filter((r) => r.status === "linked").length, 15);
assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 9);
for (const name of ["Mirabelle", "Kyten Technologies"]) {
assert.equal(batch.records.find((r) => r.name === name)!.companyId, undefined);
}
const klaus = snapshot.companies.find((c) => c.id === "YC31084")!;
@@ -790,8 +790,8 @@ test("all original AI-unclear candidates retain a unique follow-up without count
assert.equal(rows.length, 192);
assert.equal(new Set(rows.map((r) => r.url)).size, 192);
assert.deepEqual(rows.map((r) => r.url), original.map((r) => r.source));
assert.equal(rows.filter((r) => r.status === "linked").length, 113);
assert.equal(rows.filter((r) => r.status === "pending-ai").length, 79);
assert.equal(rows.filter((r) => r.status === "linked").length, 114);
assert.equal(rows.filter((r) => r.status === "pending-ai").length, 78);
assert.equal(snapshot.directoryRechecks!.filter((r) => r.ycId === 36088).length, 1);
const everyapp = rows.find((r) => r.name === "EveryApp")!;
assert.equal(everyapp.companyId, "AI074");
content/research/ai-companies.seed.json
+237 -11
View File
@@ -1,5 +1,5 @@
{
"version": "2026-10-31-yc-ai-revisit-7",
"version": "2026-10-31-yc-ai-revisit-8",
"asOf": "2026-10-31",
"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": [
@@ -37389,6 +37389,48 @@
"YCAIRE6-VOLTAIR-CLIENT"
]
}
},
{
"id": "YC31119",
"name": "ZeroSettle",
"url": "https://www.ycombinator.com/companies/zerosettle",
"channel": "S01",
"cat": "C06",
"year": 2026,
"team": 2,
"location": "San Diego, CA（YC缓存自述）；法律注册待核",
"business": "iMessage业务消息与公司托管Beta AI回复/跟进；旧计费SDK另有AI价格实验与人工批准Autopilot。",
"buyer": "需要客户问答/销售线索跟进的企业；自有Agent开发者及旧应用开发者另列",
"delivery": "公司运营线路/Apple硬件和消息API，可选公司托管AI代理；不是仅接第三方Agent即推自身AI。",
"notes": "YC旧直接计费SDK与当前消息域/条款并存；同品牌域及Gabe联系关联，不确定法律主体与转型时间。AI任务明确但Beta质量/部署和实际收款未核。虚构演示、客户支付本金/MRR和节省不作公司收入。",
"cohort": "YC原始搜索缓存自报2026成立，非独立注册核验；W26不单独作为成立依据",
"teamBasis": "YC搜索缓存Team2；直达本轮无正文，非现团队实时核实",
"price": "消息Pro原$49/月；Growth599/月三线路、额外199。消息条款默认USD可另约；含积分一次性500/1000不失效，代理每发送文本耗1，补包1000/50或5000/200。旧计费29/99月与结算费另列。",
"stage": "公开Beta托管代理与消息套餐、付费入口；实际付费部署/模型效果未独立核实",
"sourceType": "YC原站缓存、公司产品原稿/价表/条款",
"evidenceIds": [
"UNCLEAR3-31119-YC",
"UNCLEAR3-31119-LAUNCH1",
"YCAIRE8-ZERO-YC",
"YCAIRE8-ZERO-AGENT",
"YCAIRE8-ZERO-PRICING",
"YCAIRE8-ZERO-TERMS",
"YCAIRE8-ZERO-BILLING"
],
"revenueStatus": "unknown",
"businessModel": "消息线路月订阅加一次性预付AI/视频积分；旧计费SDK订阅加可选交易净费另核",
"entityBasis": "YC反链zerosettle.io及旧价表Gabe同域联系，消息条款明确支付产品独立适用；具体法人及产品收入分摊待核",
"classificationBasis": "按公司托管客户回复/跟进及价格实验归C06；通用消息API可作Agent设施用途，不把客户自备AI计为自身模型研发",
"extraUrl": "https://zerosettle.io/",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-10-31",
"summary": "公司原稿明确业务上下文驱动的托管AI消息代理、外部工具依赖和Beta阶段；未得底层模型/性能或独立测试。旧AI定价实验与新消息任务分开。",
"evidenceIds": [
"YCAIRE8-ZERO-AGENT",
"YCAIRE8-ZERO-BILLING"
]
}
}
],
"observations": [
@@ -93623,6 +93665,116 @@
"kind": "公司/YC原始资料及缓存版本边界",
"summary": "公司页反链官网，自报2025及创始人Alexandre Klobb/Dimittri Choudhury；原站搜索缓存包含视觉AI成熟的产品愿景，当前可读about仅机器人厨师描述。",
"limitation": "旧缓存不等当前AI功能已实现，当前简介删去AI措辞不等确定放弃AI。保留版本/任务和未来测试缺项，人数2—10区间/关联账号不取精确中点，当前AI主营仍待补证。"
},
{
"id": "YCAIRE8-ZERO-YC",
"companyId": "YC31119",
"title": "ZeroSettle原YC公司与当前域名沿革",
"url": "https://www.ycombinator.com/companies/zerosettle",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "原YC搜索缓存仍列直接计费SDK，2026成立/Team2/San Diego，反链zerosettle.io；创始人Gabe Roeloffs及Ryan Elliott。",
"limitation": "本轮直达无正文，缓存不是实时登记。YC旧产品与当前域消息服务并存，不能据同品牌认定旧SDK停服或把两套价格、收入与法律主体混为已核。"
},
{
"id": "YCAIRE8-ZERO-AGENT",
"companyId": "YC31119",
"title": "ZeroSettle自托管AI消息代理的任务与Beta阶段",
"url": "https://zerosettle.io/blog/hosted-imessage-ai-agent/",
"publishedAt": "2026-10-08",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "公司原稿10月25更新，明确自托管Beta代理按客户业务上下文回复来信；与客户自备模型/API管理互斥，订单查询需另接MCP。",
"limitation": "明确是本公司托管AI任务而非仅服务AI客户，可按厂商描述关联；未验证底层模型、可靠性/不幻觉宣称、付费使用或实际部署，示例对话是虚构演示。"
},
{
"id": "YCAIRE8-ZERO-PRICING",
"companyId": "YC31119",
"title": "ZeroSettle消息线路订阅与一次性积分",
"url": "https://zerosettle.io/blog/zerosettle-pricing/",
"publishedAt": "2026-10-08",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "10月28更新：Pro原$49/月一线路，Growth原$599/月三线路、额外线路199；托管代理每发送文本耗1积分。含500/1000积分为一次性且不失效，补包1000/50或5000/200。",
"limitation": "价格不是收入；不沿用旧缓存每月重置积分的说法。线路订阅、一次性预付积分及视频消耗须拆分，客户自有API文本不耗代理积分；硬件/线路/推理成本及实际续费未知。"
},
{
"id": "YCAIRE8-ZERO-TERMS",
"companyId": "YC31119",
"title": "ZeroSettle消息服务与支付产品的合同边界",
"url": "https://zerosettle.io/legal/imessage-terms/",
"publishedAt": "2026-10-22",
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "消息条款明确计费/支付产品另适用旧Terms，消息服务默认美元支付；线路归平台持有，终止回收，订阅自动续期且有30日订阅退款保证。",
"limitation": "这支持同品牌不同产品合同并存，不称已完成法人登记核验或确定转型日期。报价按默认USD理解但实际合同可另约；退款不等已收净额，第三方平台依赖/资产和运营成本不可当纯软件零成本。"
},
{
"id": "YCAIRE8-ZERO-BILLING",
"companyId": "YC31119",
"title": "ZeroSettle旧计费产品当前AI实验与分离收费",
"url": "https://zerosettleai.com/pricing/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "计费价表仍列AI实验：Growth原$29/月或290/年，Pro99/月或990/年含Autopilot、改线上价需人工批准；可选结算BYOS0.5%加自有Stripe，MoR5%+50¢。",
"limitation": "页面Gabe同域联系/文档反链支持品牌关联，不代替主体登记或实际仍售证明。免费分析/客户MRR、订阅价、结算总额和平台净费分开，旧计划不套到新消息服务。"
},
{
"id": "YCAIRE8-KYTEN-YC",
"companyId": null,
"title": "Kyten当前Inactive与创始人失败自述",
"url": "https://www.ycombinator.com/companies/kyten-technologies",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "YC可读2026/Team2/Inactive；前创始人Lucas称创业失败并回SpaceX。旧业务为航空航天定制电池制造，原Starlink电池业绩另列。",
"limitation": "比目录Inactive补充创始人运营状态自述，但不是法人注销或收入为零证明。自动工厂/自主系统客户与Shield AI旧经历不证明公司AI主营；原雇主5000电池不继承为Kyten销量。"
},
{
"id": "YCAIRE8-KYTEN-HOME",
"companyId": null,
"title": "Kyten原YC官网访问缺项",
"url": "https://kytentech.com/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "原YC反链本轮返回402，未获得产品/收费正文。",
"limitation": "不绕过限制，不将访问失败等同停服、清算、无收入或AI确认排除。"
},
{
"id": "YCAIRE8-ROBODOCK-YC",
"companyId": null,
"title": "RoboDock目录自述与机器人业务边界",
"url": "https://www.ycombinator.com/companies/robodock",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "原YC搜索缓存仍自报2025/Team4，服务车队充电/车辆检查；创始人既有机器人充电和感知控制经验。",
"limitation": "直达本轮无正文，不当人数实时核实；创始人前机构能力与客户自动驾驶不能代替当前商业AI模型证据。"
},
{
"id": "YCAIRE8-ROBODOCK-HOME",
"companyId": null,
"title": "RoboDock可读根域视觉引导与客户收益宣传",
"url": "https://robodock.tech/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "www入口不可读而根域可读，列视觉对齐、车辆感知检查及每次充电持续学习；页脚RoboDock Technologies, Inc.，客户场站每年原$1.2M+回收等为厂商宣传。",
"limitation": "学习/感知措辞尚缺明确模型或学习实现，维持AI主营待核，未独立验证。客户节省、效率/uptime百分比不是公司收入；没有公开价表，不采用第三方无来源99/月RaaS报价。"
},
{
"id": "YCAIRE8-VALENCE-HOME",
"companyId": null,
"title": "Valence成交量与按量费而非订阅ARR",
"url": "https://valence.trade/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述/YC原始资料及缓存边界",
"summary": "原站搜索缓存列全用户月成交原$200M+、客户Valence Market Making月交易150M+；无月最低额，按交易量收小额费率，专业档定制，页脚Valence LLC。",
"limitation": "直达502不称全文现场读取；缺费率/净费/会计周期，不按交易量反推收入。演示P&L/账户余额与客户同名做市业务归属待分，不当平台ARR；自动路由/交易API未确认核心AI，旧2025交易和YC2026成立沿革仍缺。"
}
],
"reviews": [
@@ -101848,6 +102000,53 @@
"YCAIRE7-MIRABELLE-LI"
],
"handling": "三项继续pending-ai，未据AI客户/计算板或机器人标签纳入；Mirabelle有旧AI自述但实际任务/当前版本未核，不把删词当放弃AI。计划发运、测试、产能/设施成本及旧机构/事业不作收入，官网无正文与搜索缓存分列。"
},
{
"id": "YCAIRE8-R-ZERO-MODEL",
"type": "AI托管代理与线路/交易设施混合收费初评",
"company": "ZeroSettle",
"scope": "companies",
"companyIds": [
"YC31119"
],
"summary": "公司托管AI代理已明确，但基础线路订阅、一次性AI/视频积分和旧SDK交易服务需拆分，不能把全部价表当AI经常收入。",
"evidenceIds": [
"YCAIRE8-ZERO-YC",
"YCAIRE8-ZERO-AGENT",
"YCAIRE8-ZERO-PRICING",
"YCAIRE8-ZERO-TERMS",
"YCAIRE8-ZERO-BILLING"
],
"handling": "核实际续费/退款、积分兑付、硬件/线路/推理与支持成本、AI选用率及旧支付主体责任，才能估毛利和经常性。消息条款默认USD，旧价表币种/实际合同另核；Beta演示和费率不作ARR，不把含积分错误按月重置。"
},
{
"id": "YCAIRE8-R-AI-STAGE",
"type": "机器人学习措辞、电池失败状态与交易API资格",
"company": "Kyten / RoboDock / Valence",
"scope": "dataset",
"summary": "Kyten创始人失败自述/402、RoboDock根域视觉与学习宣传、Valence按量费用及客户成交量补证，三项仍AI主营待核。",
"evidenceIds": [
"YCAIRE8-KYTEN-YC",
"YCAIRE8-KYTEN-HOME",
"YCAIRE8-ROBODOCK-YC",
"YCAIRE8-ROBODOCK-HOME",
"YCAIRE8-VALENCE-HOME"
],
"handling": "不以自主客户/旧雇主、泛学习措辞或自动交易直接认定当前AI公司。失败/不可读不填零收入；场站节省和客户月交易不作平台ARR，不采用无来源第三方价表。"
},
{
"id": "YCAIRE8-R-ZERO-VERSION",
"type": "新旧产品与积分/收费页面版本差异",
"company": "ZeroSettle",
"scope": "dataset",
"summary": "YC仍直接计费SDK，官网消息服务与旧计费价表并存；消息新条款明确分属产品，10月28新价文澄清赠积分一次性不失效。",
"evidenceIds": [
"YCAIRE8-ZERO-YC",
"YCAIRE8-ZERO-PRICING",
"YCAIRE8-ZERO-TERMS",
"YCAIRE8-ZERO-BILLING"
],
"handling": "保留各页面版本/读到的范围，不推旧SDK关闭或精确转型/法律沿革。不合并新旧套餐、预付积分、处理款和订阅；实际会计确认及支付/平台依赖需合同核对，未新增收入观测。"
}
],
"coverage": {
@@ -105464,15 +105663,21 @@
"id": "YC-AI3-31119",
"name": "ZeroSettle",
"url": "https://www.ycombinator.com/companies/zerosettle",
"categoryId": "C04",
"categoryId": "C06",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"UNCLEAR3-31119-YC",
"UNCLEAR3-31119-LAUNCH1"
"UNCLEAR3-31119-LAUNCH1",
"YCAIRE8-ZERO-YC",
"YCAIRE8-ZERO-AGENT",
"YCAIRE8-ZERO-PRICING",
"YCAIRE8-ZERO-TERMS",
"YCAIRE8-ZERO-BILLING"
],
"note": "原ai-unclear，YC自报2026年成立。移动应用直接计费SDK；智能优惠和确定性规则不等AI主营，转移支付流量、报价及App Store抽成节省不作本公司ARR；法律/支付政策未在此验证。 暂不计公司表，AI主营待核，不是确认永久排除或年份未知。"
"note": "后续原YC反链同品牌官网新增明确公司托管Beta AI消息回复，按客户与收入运营C06关联；旧计费页另列AI定价实验但不混两产品合同/价格。2026/Team2据YC原站缓存，注册/实际团队待核。自托管AI与客户自备模型分开，技术仅描述，报价不作收入，无新财务观测。消息USD默认条款、一次性积分及线路硬件成本/第三方依赖留缺。",
"companyId": "YC31119"
},
{
"id": "YC-AI3-31120",
@@ -105484,9 +105689,11 @@
"status": "pending-ai",
"evidenceIds": [
"UNCLEAR3-31120-YC",
"UNCLEAR3-31120-LAUNCH1"
"UNCLEAR3-31120-LAUNCH1",
"YCAIRE8-KYTEN-YC",
"YCAIRE8-KYTEN-HOME"
],
"note": "原ai-unclear，YC自报2026年成立。航空航天定制电池制造，YC Inactive；自主系统客户及创始人Shield AI经历不能证明自身AI主营，旧Starlink电池数量不迁为公司交付。 暂不计公司表，AI主营待核，不是确认永久排除或年份未知。"
"note": "原ai-unclear，YC自报2026年成立。航空航天定制电池制造，YC Inactive；自主系统客户及创始人Shield AI经历不能证明自身AI主营，旧Starlink电池数量不迁为公司交付。 暂不计公司表，AI主营待核，不是确认永久排除或年份未知。 后续YC前创始人明确创业失败并回SpaceX，仍Inactive；不据此填零收入或判法人注销。原域402未得正文，电池制造/软件自动化/旧雇主业绩不足证AI。"
}
]
},
@@ -105509,9 +105716,11 @@
"evidenceIds": [
"UNCLEAR4-31135-YC",
"UNCLEAR4-31135-LAUNCH1",
"UNCLEAR4-31135-HOME"
"UNCLEAR4-31135-HOME",
"YCAIRE8-ROBODOCK-YC",
"YCAIRE8-ROBODOCK-HOME"
],
"note": "原ai-unclear，YC自报2025年成立。机器人车队充电/检查；历史有视觉/热传感和闭环优化，但本轮未明确核心AI模型/学习实现，官网无法读取。客户场站成本/CapEx不能作RoboDock收入。 AI主营继续待核，不计公司表，不是永久排除。"
"note": "原ai-unclear，YC自报2025年成立。机器人车队充电/检查；历史有视觉/热传感和闭环优化，但本轮未明确核心AI模型/学习实现，官网无法读取。客户场站成本/CapEx不能作RoboDock收入。 AI主营继续待核，不计公司表，不是永久排除。 后续根域可读，视觉引导/每次充电学习描述保留，但未明确模型或训练实现，继续AI待核。页脚公司名非登记；每场站每年原$1.2M+客户回收与效率宣传不作本公司收入，无源99/月第三方价不采。"
},
{
"id": "YC-AI4-31151",
@@ -105604,9 +105813,10 @@
"evidenceIds": [
"UNCLEAR4-31194-YC",
"UNCLEAR4-31194-LAUNCH1",
"UNCLEAR4-31194-HOME"
"UNCLEAR4-31194-HOME",
"YCAIRE8-VALENCE-HOME"
],
"note": "原ai-unclear，YC自报2026年成立。预测市场交易及数据API；自动路由/回测不单独证明AI主营，原文1B合约及客户交易量不等净收入。YC2026成立与2025交易历史同时保留待核。 AI主营继续待核，不计公司表，不是永久排除。"
"note": "原ai-unclear，YC自报2026年成立。预测市场交易及数据API；自动路由/回测不单独证明AI主营，原文1B合约及客户交易量不等净收入。YC2026成立与2025交易历史同时保留待核。 AI主营继续待核，不计公司表，不是永久排除。 后续原站缓存全用户月交易原$200M+、同名做市客户150M+与无月最低/按量小费率分开，未给率/净费，不据成交量或演示P&L作ARR；根域502及2025交易/YC2026沿革缺项保留，AI仍待核。"
},
{
"id": "YC-AI4-31199",
@@ -115525,6 +115735,22 @@
"YCAIRE6-VOLTAIR-HN"
],
"reason": "大学原始项目明确AI引导，结合同品牌当前巡检、创始人服务说明及客户原稿按C10关联；技术仅描述，当前模型沿革/法人与合同待核，Firescape AI不归本公司。原1428/928发现快照不回写。"
},
{
"ycId": 31119,
"originalStatus": "ai-unclear",
"companyId": "YC31119",
"reviewedAt": "2026-10-31",
"evidenceIds": [
"UNCLEAR3-31119-YC",
"UNCLEAR3-31119-LAUNCH1",
"YCAIRE8-ZERO-YC",
"YCAIRE8-ZERO-AGENT",
"YCAIRE8-ZERO-PRICING",
"YCAIRE8-ZERO-TERMS",
"YCAIRE8-ZERO-BILLING"
],
"reason": "原YC反链现域明确公司托管AI消息代理，按C06厂商描述关联；旧计费产品另有AI实验，同品牌合同/收费分开，注册及当前模型/实际收入未知。原1428/928发现快照不改。"
}
]
}
content/research/ai-companies.sources.json
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content/research/ai-income-analysis.json
+1 -1
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-10-31-yc-ai-revisit-7",
"sourceVersion": "2026-10-31-yc-ai-revisit-8",
"asOf": "2026-10-31",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",