核对七项候选年份并隔离第三方财务字段异常

2026-10-30 15:44:50 +08:00
parent 79a6a8dbd7
commit 744e3314b8
8 changed files with 257 additions and 51 deletions
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-ph-2",
+  "version": "2026-10-30-ph-3",
  "asOf": "2026-10-30",
  "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。",
  "limitations": [
@@ -44052,6 +44052,171 @@
      "kind": "公司官方材料",
      "summary": "官网将产品标为BETA，面向企业部门间的人与Agent编排、上下文和审计工作流，入口为联系团队。",
      "limitation": "示例界面的合同金额、任务数及实体数不是公司收入、真实客户或采用数据；未独立运行，未取得公开定价。"
+    },
+    {
+      "id": "PH-TANA-DR",
+      "companyId": null,
+      "title": "Tana第三方成立年及财务字段核对",
+      "url": "https://dealroom.co/companies/tana/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "第三方公司目录",
+      "summary": "页面列Founded 2020。可读文本的概览收入范围与财务表不同；表内Revenue、Profit及Margin按常见利润率定义不能相互勾稽。",
+      "limitation": "未取得原始财报与完整业务口径；可能涉及字段映射、显示占位、单位或时间差异，不能确定原因。不把该表数值导入收入观测，也不据此判断公司造假。"
+    },
+    {
+      "id": "PH-TANA-INV",
+      "companyId": null,
+      "title": "Tola对Tana历史团队与投资的说明",
+      "url": "https://tolacapital.com/2025/02/04/my-productivity-quest-and-tanas-series-a",
+      "publishedAt": "2025-02-04",
+      "accessedAt": "2026-10-30",
+      "kind": "投资方官方材料",
+      "summary": "2025年2月文章回忆约三年前已与Tana创始团队见面，能佐证该业务在2025年前存在。",
+      "limitation": "相对回忆不作精确注册日期；投资人有利益关系，融资、采用及效果不等于公司ARR。"
+    },
+    {
+      "id": "PH-TANA-HOME",
+      "companyId": null,
+      "title": "Tana现行产品与Outliner区分",
+      "url": "https://tana.inc/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "官网明确现行Agent会议平台与原笔记产品Tana Outliner是分开的产品。",
+      "limitation": "产品扩展不作为新公司成立；界面示例不作为客户收入或真实采用。"
+    },
+    {
+      "id": "PH-TANKA-RELEASE",
+      "companyId": null,
+      "title": "Tanka日本发布新闻稿中的成立信息",
+      "url": "https://www.prnewswire.com/news-releases/tankaai-launches-in-japan-bringing-team-memory-to-everyday-work-302891558.html",
+      "publishedAt": "2026-09-28",
+      "accessedAt": "2026-10-30",
+      "kind": "公司自述新闻稿",
+      "summary": "Tanka发布的新闻稿写明美国公司成立于2024年，日本产品上线为2026年。",
+      "limitation": "公司提供的新闻稿而非独立审计；地域发布、套餐与推广名额不当新公司或收入。"
+    },
+    {
+      "id": "PH-TANKA-LINKEDIN",
+      "companyId": null,
+      "title": "Tanka公开公司主页",
+      "url": "https://www.linkedin.com/company/tankaai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司自述公开主页",
+      "summary": "主页对应tanka.ai，Founded字段为2024，人数仅列11—50范围。",
+      "limitation": "公司主页自述；公开关联员工数不等于员工总数，不据范围填精确人数。"
+    },
+    {
+      "id": "PH-YOUMIND-FOUNDER",
+      "companyId": null,
+      "title": "YouMind联合创始人的项目历程",
+      "url": "https://www.caicai.me/zh/product/youmind",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司创始人自述",
+      "summary": "联合创始人称2024年离开大公司开始创业，并在半年内上线YouMind。",
+      "limitation": "团队创业与注册日期不同；仅可确认2025年前已开展业务，精确法人成立年未核。"
+    },
+    {
+      "id": "PH-YOUMIND-SEED",
+      "companyId": null,
+      "title": "YouMind联合创始人回顾2024融资",
+      "url": "https://www.caicai.me/zh/blogs/youmind-startup-journey-2",
+      "publishedAt": "2025-11-17",
+      "accessedAt": "2026-10-30",
+      "kind": "公司创始人自述",
+      "summary": "2025年11月文章记载YouMind在2024年已获得种子投资并开发产品。",
+      "limitation": "融资不是收入；不将创始人在此前语雀项目的用户或业绩转移给YouMind。"
+    },
+    {
+      "id": "PH-GUIDEFLOW-ABOUT",
+      "companyId": null,
+      "title": "Guideflow官方成立信息",
+      "url": "https://www.guideflow.com/company/about-us",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "官网Year founded列2023，描述销售、营销、支持及入职引导工作。",
+      "limitation": "团队与交互次数是官方宣传口径，未独立核验，不当收入。"
+    },
+    {
+      "id": "PH-CLARIFY-LINKEDIN",
+      "companyId": null,
+      "title": "Clarify CRM公开公司主页",
+      "url": "https://www.linkedin.com/company/getclarify",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司自述公开主页",
+      "summary": "主页链接clarify.ai，Founded列2024，位于Seattle。",
+      "limitation": "公司自述主页非工商核验；不与医疗Clarify或其他同名业务混淆。"
+    },
+    {
+      "id": "PH-CLARIFY-MANIFESTO",
+      "companyId": null,
+      "title": "Clarify创始人2024产品宣言",
+      "url": "https://www.clarify.ai/blog/manifesto",
+      "publishedAt": "2024-09-20",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "2024年9月两位联合创始人介绍其AI原生CRM愿景，佐证2025前已有业务。",
+      "limitation": "是产品愿景而非交付性能；不从愿景推收入。"
+    },
+    {
+      "id": "PH-ANTHROPIC-FOUND",
+      "companyId": null,
+      "title": "Anthropic官方成立信息",
+      "url": "https://www.anthropic.com/events/builder-summit-bengaluru",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "官方活动About介绍称Anthropic成立于2021年。",
+      "limitation": "用于母公司主体辨识；产品新发布不等于公司新成立。"
+    },
+    {
+      "id": "PH-COWORK-OWNER",
+      "companyId": null,
+      "title": "Anthropic Labs与Cowork归属",
+      "url": "https://www.anthropic.com/news/introducing-anthropic-labs",
+      "publishedAt": "2026-01-13",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "2026年1月13日官方文章将Cowork列为其前一天发布研究预览的产品。",
+      "limitation": "不作为独立2026公司，也不将同文其他产品收入或下载量转给Cowork。"
+    },
+    {
+      "id": "PH-GOOGLE-FOUND",
+      "companyId": null,
+      "title": "Google官方公司沿革",
+      "url": "https://about.google/company-info/our-story/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "官方沿革写明Google Inc.在1998年成立。",
+      "limitation": "用于区分既有公司和新产品，不将集团收入转为Stitch收入。"
+    },
+    {
+      "id": "PH-STITCH-OWNER",
+      "companyId": null,
+      "title": "Google I/O对Stitch的产品介绍",
+      "url": "https://blog.google/innovation-and-ai/products/google-io-2025-all-our-announcements/",
+      "publishedAt": "2025-05-21",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "2025年5月Google官方公告将Stitch列为AI界面设计与前端代码生成工具。",
+      "limitation": "新工具发布不是独立创业公司；产品具体法律主体与独立收入未核。"
+    },
+    {
+      "id": "PH-CHRONICLE-ACCESS",
+      "companyId": null,
+      "title": "Chronicle历史公告读取缺项",
+      "url": "https://blog.chroniclehq.com/2023/02/14/chronicle-raises-7-5m-seed-round-from-accel-and-square-peg-to-reimagine-presentations/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官网访问记录",
+      "summary": "URL和搜索摘要指向2023年官方历史公告；两次读取正文均超时。",
+      "limitation": "未当作全文已读；不凭URL、摘要或融资日期确认精确成立年，候选继续待核。"
    }
  ],
  "reviews": [
@@ -44917,6 +45082,17 @@
      "companyIds": [
        "YC30687"
      ]
+    },
+    {
+      "id": "PH-R-SOURCE-QUALITY",
+      "type": "来源数据质量",
+      "company": "全局方法：第三方目录财务表",
+      "summary": "Tana第三方目录的可读文本响应中，概览与财务表口径不一，收入、利润及利润率无法按常见定义互相核对。",
+      "evidenceIds": [
+        "PH-TANA-DR"
+      ],
+      "handling": "不导入这些收入数值；先查原始凭证、字段、单位、时间和业务口径。来源展示或采集异常与公司财务异常分别记录，不能据此推造假概率。",
+      "scope": "dataset"
    }
  ],
  "coverage": {
@@ -44995,8 +45171,12 @@
          "categoryId": "C05",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "候选分类按发布定位初分；公司成立年、主体及收入待核，不能因2026榜单就加入成立年样本。"
+          "status": "outside-cohort",
+          "note": "Cowork是Anthropic产品，官方称母公司2021成立；2026研究预览不新增公司，也不转移其他Claude产品收入。",
+          "evidenceIds": [
+            "PH-COWORK-OWNER",
+            "PH-ANTHROPIC-FOUND"
+          ]
        },
        {
          "id": "PH26-06",
@@ -45048,8 +45228,12 @@
          "categoryId": "C06",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "候选分类按发布定位初分；公司成立年、主体及收入待核，不能因2026榜单就加入成立年样本。"
+          "status": "outside-cohort",
+          "note": "Clarify CRM公司主页列2024成立，2024创始人宣言佐证已有业务；不与医疗及其他同名Clarify混淆。",
+          "evidenceIds": [
+            "PH-CLARIFY-LINKEDIN",
+            "PH-CLARIFY-MANIFESTO"
+          ]
        },
        {
          "id": "PH26-11",
@@ -45151,8 +45335,12 @@
          "categoryId": "C08",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "候选分类按发布定位初分；公司成立年、主体及收入待核，不能因2026榜单就加入成立年样本。"
+          "status": "outside-cohort",
+          "note": "Google的Stitch产品及新版本，不是独立2026创业公司；Google公司沿革始于1998，不转移集团收入。",
+          "evidenceIds": [
+            "PH-STITCH-OWNER",
+            "PH-GOOGLE-FOUND"
+          ]
        }
      ],
      "id": "PH-2026-visible-1"
@@ -45185,10 +45373,12 @@
          "categoryId": "C05",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "AI笔记工作区；2025发布不是公司成立证据，成立年待核。",
+          "status": "outside-cohort",
+          "note": "Dealroom列2020成立；投资人回忆2025前已与团队合作。按2025前已有业务排除，法律注册年未核；现行会议平台不另算新公司。",
          "evidenceIds": [
-            "PH25-E-02"
+            "PH-TANA-DR",
+            "PH-TANA-INV",
+            "PH-TANA-HOME"
          ]
        },
        {
@@ -45214,10 +45404,11 @@
          "categoryId": "C05",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "团队通信与AI记忆；公司成立年待核。",
+          "status": "outside-cohort",
+          "note": "公司新闻稿及公开主页均列2024成立；2025产品榜单及2026日本上线不改变公司成立年。",
          "evidenceIds": [
-            "PH25-E-04"
+            "PH-TANKA-RELEASE",
+            "PH-TANKA-LINKEDIN"
          ]
        },
        {
@@ -45240,10 +45431,10 @@
          "categoryId": "C06",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "演示自动化；公司成立年、AI业务与收费范围待核。",
+          "status": "outside-cohort",
+          "note": "Guideflow官网列2023成立；2025榜单为既有公司产品，不加入新成立公司样本。",
          "evidenceIds": [
-            "PH25-E-06"
+            "PH-GUIDEFLOW-ABOUT"
          ]
        },
        {
@@ -45267,10 +45458,11 @@
          "categoryId": "C08",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "创作与资料整理；公司成立年待核。",
+          "status": "outside-cohort",
+          "note": "联合创始人自述2024创业、获得种子投资并开发产品；按2025前已开展业务排除，精确法人成立日仍未核。",
          "evidenceIds": [
-            "PH25-E-08"
+            "PH-YOUMIND-FOUNDER",
+            "PH-YOUMIND-SEED"
          ]
        },
        {
@@ -45320,9 +45512,10 @@
          "kind": "product",
          "profileStatus": "readable",
          "status": "pending-year",
-          "note": "演示文稿产品；不能按近名关联现有Chronicle Labs（企业Agent测试），成立年待核。",
+          "note": "演示文稿产品，与Chronicle Labs不同；历史公告正文两次超时，不能据搜索摘要确定成立年，继续待核。",
          "evidenceIds": [
-            "PH25-E-12"
+            "PH25-E-12",
+            "PH-CHRONICLE-ACCESS"
          ]
        },
        {
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-3",
+  "version": "2026-10-30-4",
  "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。",
@@ -37,15 +37,15 @@
      "name": "Dealroom",
      "url": "https://dealroom.co/",
      "role": "discovery",
-      "status": "pending",
+      "status": "targeted",
      "hosts": [
        "dealroom.co",
        "app.dealroom.co"
      ],
      "initialAccess": "官网可读取",
-      "boundary": "仅核对官网入口与产品介绍，尚无两年筛选结果集；首页示例不是候选全集。",
-      "nextCheck": "确认公开可取得的成立年筛选清单；受权限限制时明确记缺，不填完成。",
-      "limitation": "明细或批量访问取决于权限",
+      "boundary": "已读Tana公开公司档案并记录成立年线索与财务字段不一致；尚未取得2025—2026成立筛选结果集，个案不等于目录全量。",
+      "nextCheck": "确认公开可取得的两年成立筛选清单；逐项追溯财务原始凭证及字段口径，受权限限制保留缺项。",
+      "limitation": "完整档案需权限；概览及财务表不能未经勾稽直接导入ARR",
      "accessRecheckedAt": "2026-10-30"
    },
    {
@@ -60,7 +60,7 @@
      ],
      "initialAccess": "官网可读取",
      "boundary": "2026与2025年度档案各登记首个公开响应19条，共38条候选/推广；2025另有一个仅图片位置未解析。已逐条保留关联、范围外与年份待核状态，未穷尽两年档案。",
-      "nextCheck": "继续补两年其余分页/日期、仅图片位置及成立证据；推广位不当历史发布，不把产品改名、版本与公司成立混同。",
+      "nextCheck": "继续补两年其余分页/日期、仅图片位置及21条成立年待核候选；推广位与旧公司新产品不纳入新成立公司。",
      "limitation": "上线时间不等于成立时间",
      "accessRecheckedAt": "2026-10-30"
    },
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-ph-2",
+  "sourceVersion": "2026-10-30-ph-3",
  "asOf": "2026-10-30",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",