Verify HEVN AI assistant and separate mixed service revenue

apps/docs/scripts/auth-cli.ts

@@ -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, 1195);
+  assert.equal(research.companies.length, 1196);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4511);
+  assert.equal(research.evidence.length, 4524);
   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

@@ -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, 1195);
-    assert.equal(initial.evidence.length, 4511);
+    assert.equal(initial.companies.length, 1196);
+    assert.equal(initial.evidence.length, 4524);
     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, 206);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 127);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 207);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 129);
   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), 1195);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1196);
   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), 1116);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1117);
   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, 180);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 181);
   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");
@@ -665,8 +665,8 @@ test("the fifth uncertain cohort separates dated ARR, service run rates, booking
   const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(96, 120);
   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, 16);
-  assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 8);
+  assert.equal(batch.records.filter((r) => r.status === "linked").length, 17);
+  assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 7);
   assert.equal(batch.records.find((r) => r.name === "primitive")!.companyId, "AI002");
   assert.equal(batch.records.find((r) => r.name === "Result")!.companyId, "AI001");
   const result = snapshot.companies.find((c) => c.id === "AI001")!;
@@ -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, 117);
-  assert.equal(rows.filter((r) => r.status === "pending-ai").length, 75);
+  assert.equal(rows.filter((r) => r.status === "linked").length, 118);
+  assert.equal(rows.filter((r) => r.status === "pending-ai").length, 74);
   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

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-yc-ai-revisit-11",
+  "version": "2026-10-31-yc-ai-revisit-12",
   "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": [
@@ -37564,6 +37564,49 @@
           "YCAIRE11-AND-LI"
         ]
       }
+    },
+    {
+      "id": "YC31391",
+      "name": "HEVN, inc",
+      "url": "https://www.ycombinator.com/companies/hevn-inc",
+      "channel": "S01",
+      "cat": "C07",
+      "year": 2026,
+      "team": 8,
+      "location": "San Francisco（YC自述）；美港合同主体及通信地址分别记录",
+      "business": "跨境企业付款与账户软件，提供第三方LLM驱动的AI财务助手，生成单据/发票、起草RFI及合规工作。",
+      "buyer": "跨境货物贸易商、进口出口及多实体企业财务团队",
+      "delivery": "伙伴金融渠道加HEVN软件/AI助手；敏感操作需用户审核，人工合规/客户经理与支付渠道不能视为零成本",
+      "notes": "不是因客户Claude/Codex接口或AI受众纳入，而是价表/条款明确公司AI应用任务；模型来自第三方，未独立验证。旧钱包1500万用户/客户资金非新公司收入。伙伴监管/资金保护及美港实体为公司声明未独立核。",
+      "cohort": "YC自报2026成立；香港关联公司2026-05-07为官网自述，不替整个品牌精确成立或独立登记",
+      "teamBasis": "YC招聘原页Team8自报，不按在招岗位或旧钱包规模推当前全员",
+      "price": "Basic原$25/月/Pro89/月/企业定制，含AI每月额度100/250/1000原$；支付/FX及SWIFT固定费另列。报价币种/实际合同/费率适用需核，促销不当全部标准价",
+      "stage": "原站公开AI助手/套餐和API、招聘人机合规监督；实际付费部署/合同/独立效果未核",
+      "sourceType": "公司原始价表/条款/实体声明及YC招聘",
+      "evidenceIds": [
+        "UNCLEAR5-31391-YC",
+        "UNCLEAR5-31391-LAUNCH1",
+        "UNCLEAR5-31391-HOME",
+        "YCAIRE12-HEVN-PRICE",
+        "YCAIRE12-HEVN-TERMS",
+        "YCAIRE12-HEVN-ENTITIES",
+        "YCAIRE12-HEVN-YCJOB"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "账户月套餐含AI额度，加支付/处理/汇兑/卡费用及人工支持；AI与金融基础设施净收入比例待核",
+      "entityBasis": "官网声明HEVN Inc.与香港HVN Software Limited为不同关联承约方、一般按客户所在地分配，以实际协议为准；不重复计公司，未独立查注册/牌照",
+      "classificationBasis": "按自有AI财务文档/合规助手与跨境金融交付归C07，不当自研基础模型或所有交易额为AI收入",
+      "extraUrl": "https://gethevn.com/",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-31",
+        "summary": "条款明确第三方LLM财务/文档/合规助手、人工审核及价表AI额度；未得模型产物、任务效果或独立测试。",
+        "evidenceIds": [
+          "YCAIRE12-HEVN-TERMS",
+          "YCAIRE12-HEVN-PRICE",
+          "YCAIRE12-HEVN-YCJOB"
+        ]
+      }
     }
   ],
   "observations": [
@@ -94304,6 +94347,149 @@
       "kind": "公司自述/YC原始技术与合同资料",
       "summary": "原公司页可读About称applied AI lab、行业Financial Services，关联员工Het/Johann；www可读仍工业AI采购，YCTrading无产品正文。",
       "limitation": "仅实验室口号未给当前金融AI交付，不能据目录推自研量化产品或收入。保留现可读业务版本与主体/转型时间缺项，不采第三方重构YC申请为提交原文。"
+    },
+    {
+      "id": "YCAIRE12-HEVN-PRICE",
+      "companyId": "YC31391",
+      "title": "HEVN明确捆绑AI助手与支付费基数",
+      "url": "https://gethevn.com/pricing",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "价表Basic原$25/月、Pro89/月及企业定制，含原$100/250/1000每月AI额度，明确财务助手准备单据/发票/RFI回复；另有支付/FX等费用。",
+      "limitation": "AI额度是使用优惠非现金/收入，套餐/账户和支付量门槛不是已售规模；首页特定货贸0%SWIFT促销不当全部账户标准费，实际币种/合同与净费分摊待核，不把报价作ARR。"
+    },
+    {
+      "id": "YCAIRE12-HEVN-TERMS",
+      "companyId": "YC31391",
+      "title": "HEVN自有AI助手交付与人工审核",
+      "url": "https://gethevn.com/terms-of-use",
+      "publishedAt": "2026-08-25",
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "条款明确公司AI助手由第三方LLM支持，银行运营、文档/合规辅助；敏感付款、合同及合规提交须用户审核批准。美国/非美国客户一般分由HEVN Inc./HVN Software Limited承约。",
+      "limitation": "明确公司AI应用而非仅客户Claude接入，支持description级关联，非自研模型/独立性能证明。合同不代替登记/牌照审查，用户资产/伙伴处理费与平台收入分开，未打开账户或实际交易。"
+    },
+    {
+      "id": "YCAIRE12-HEVN-ENTITIES",
+      "companyId": "YC31391",
+      "title": "HEVN美港关联主体的合同声明",
+      "url": "https://gethevn.com/legal-entities",
+      "publishedAt": "2026-08-01",
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "原实体页自述HEVN Inc. Delaware平台与香港HVN Software Limited关联、后者2026-05-07成立，具体承约由开户/协议确定。",
+      "limitation": "美国与香港实体不新增两家公司，也不将香港日期替代整个品牌精确成立。实体/注册号来自公司声明未独立登记；第三方银行/EMI服务不作本公司持牌或全部资产属公司。"
+    },
+    {
+      "id": "YCAIRE12-HEVN-YCJOB",
+      "companyId": "YC31391",
+      "title": "HEVN当前业务自报与AI合规人工成本",
+      "url": "https://www.ycombinator.com/companies/hevn-inc/jobs/guMBmO9-compliance-officer",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "原YC招聘记录自报2026/Team8/San Francisco，贸易跨境付款平台，聘合规官监督AI辅助流程、复核升级事项并保留人工判断。",
+      "limitation": "招聘责任支持人机混合交付而非已雇佣/付费规模，岗位薪酬非实际成本或收入。旧钱包用户与原团队业绩不继承，注册/实际当前人数待核。"
+    },
+    {
+      "id": "YCAIRE12-MADRONE-HOME",
+      "companyId": null,
+      "title": "Madrone当前热力系统与客户收益",
+      "url": "https://www.madrone.cool/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "当前官网为场外供冷水、无机械冷机的热力系统，声称Texas比冷机加冷却塔少30%水电，支持新机房/改造扩容。",
+      "limitation": "AI/GPU算力客户与NVIDIA项目Logo不是自身AI模型证明；节省/温度/性能均厂商描述未独立实测，现场工程与设备/维护收费缺项，客户节省非平台收入。"
+    },
+    {
+      "id": "YCAIRE12-MADRONE-YCLAUNCH",
+      "companyId": null,
+      "title": "Madrone旧原型与GPU收入模型的归属",
+      "url": "https://www.ycombinator.com/launches/QL1-madrone-chiller-less-cooling-for-desert-data-centers",
+      "publishedAt": "2026-05-12",
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "公司原始发布列1kW原型及建造100kW原型，自研电子/热交换/软件；每100MW/年原$78M为假设GPU效率收入增益模型，创始人旧ML系统另列。",
+      "limitation": "软件与原雇主ML不证明当前AI核心交付，1kW与建造中100kW不是商用已售容量。客户GPU收入模型不归公司实收，旧行业冷却占比与现文口径分开，不据宣传估毛利。"
+    },
+    {
+      "id": "YCAIRE12-DREACH-HOME",
+      "companyId": null,
+      "title": "Dreach人工代办交付与月费/成功费",
+      "url": "https://dreach.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "当前首页明确团队逐条人工查线索、每周名单，客户自行联系，示例公司/联系人用于演示；列招聘团队月付与小型机构启动费加结果分成。",
+      "limitation": "业务预测/联系数据不单独证明AI模型，演示不作真实客户或实际个人数据。按月收费可含大量人工，报价/潜客/客户安置费不作平台ARR，未请求免费线索或联系任何人。"
+    },
+    {
+      "id": "YCAIRE12-DREACH-ABOUT",
+      "companyId": null,
+      "title": "Dreach与Drippay品牌沿革和报告收入边界",
+      "url": "https://dreach.ai/about",
+      "publishedAt": "2026-09-13",
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "原about明确产品原名drip，由Drippay, Inc./创始人Michael Levin提供，反链YC；仅记录客户自报订单/安置及回款，不自行核发票或支付。",
+      "limitation": "不与Drip.com/Drip Capital或制水Drip AI混同，品牌/页脚不是独立注册。客户填报回款不是本公司收入、更非账款核验，AI实现仍待核。"
+    },
+    {
+      "id": "YCAIRE12-DREACH-PRICE",
+      "companyId": null,
+      "title": "Dreach成功费仅按归因后实收毛利",
+      "url": "https://dreach.ai/pricing",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "价表以启动费加结果分成、客户实收安置费或毛利为基数，不按客户总账单；比例启动前商定，既有订单/进行中工作不归因。",
+      "limitation": "未列金额/百分比/实际合同，不能估本公司收入；与首页月付/条款订阅并列保留，不能任选一个口径年化，客户归因及人工成本待核。"
+    },
+    {
+      "id": "YCAIRE12-DREACH-TERMS",
+      "companyId": null,
+      "title": "Dreach托管服务及订阅通则版本",
+      "url": "https://dreach.ai/terms",
+      "publishedAt": "2026-10-24",
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "条款自述Drippay, Inc.托管工作区加团队工作，记录客户自报而不核发票支付；服务段启动费/结果费，通用费用段又有月/年预付、续订及超额。",
+      "limitation": "保留结果分成与订阅通则的适用合同差异，不因共享AI训练禁用条款推产品自身AI任务。排名与自动化未给模型，不将SOC徽章当独立技术评测。"
+    },
+    {
+      "id": "YCAIRE12-ODD-HOME",
+      "companyId": null,
+      "title": "Oddpool当前机构连接与自助API",
+      "url": "https://www.oddpool.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "当前官网为机构标准化行情/历史数据与API，免费1000请求/月、Pro原$30/月/Premium100/月、机构定制，称覆盖700K余市场。",
+      "limitation": "市场数/数据规模不作客户/收入，Agent可读文档不证明自身AI。YC原Inactive与仍可读网站并列，不推停服/注销/持续付费；API实际可用性未测。"
+    },
+    {
+      "id": "YCAIRE12-ODD-PRICE",
+      "companyId": null,
+      "title": "Oddpool AI分析师宣传与不可用付费档",
+      "url": "https://www.oddpool.com/pricing",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "原价表列Oddbot AI analyst及不同聊天额度；Pro/Premium价格仍30/100原$/月但按钮Not available，企业定制。正文又称支持自动策略/Stripe取消订阅。",
+      "limitation": "AI功能明确出现在价表，但当前是否可交付/历史残留未核，维持pending-ai不称没有AI。首页可用、自助价表不可用及原Inactive不等零收入/已复活；行情/API与AI贡献需拆分。"
+    },
+    {
+      "id": "YCAIRE12-ODD-TERMS",
+      "companyId": null,
+      "title": "Oddpool旧条款与当前数据许可差异",
+      "url": "https://www.oddpool.com/terms",
+      "publishedAt": "2026-03-11",
+      "accessedAt": "2026-10-31",
+      "kind": "公司自述/YC原始产品、合同与收费资料",
+      "summary": "条款初生效2025-11-14、更新2026-03-11，订阅自动续期、数据仅内部使用，禁止赌博/交易自动化/投资建议交付，与现价表自动策略营销并存。",
+      "limitation": "条款日期不直接改写YC2026成立，项目/公司起点待核。不能据适用法Delaware推注册；许可/用途和产品页面版本需合同确认，不当违法或造假结论，未执行交易/批量取数。"
     }
   ],
   "reviews": [
@@ -102728,6 +102914,56 @@
         "YCAIRE11-AND-LI"
       ],
       "handling": "不同页面/日期不直接判矛盾或财务造假，保留当前性和适用合同缺项。Andustry不重复新增主体，Totalis利润费、入场费/builder费及第三方链费用不互换，定价和抵押ILP角色分开，无新增财务观测。"
+    },
+    {
+      "id": "YCAIRE12-R-HEVN-MODEL",
+      "type": "支付账户捆绑AI财务助手的商业模式初评",
+      "company": "HEVN, inc",
+      "scope": "companies",
+      "companyIds": [
+        "YC31391"
+      ],
+      "summary": "月账户套餐含AI额度、支付与FX另收费；第三方LLM应用含文档/合规辅助，人审敏感操作并招聘合规监督。",
+      "evidenceIds": [
+        "YCAIRE12-HEVN-PRICE",
+        "YCAIRE12-HEVN-TERMS",
+        "YCAIRE12-HEVN-ENTITIES",
+        "YCAIRE12-HEVN-YCJOB"
+      ],
+      "handling": "需合同净费拆分、AI选用/额度消耗、推理/合规人工/伙伴渠道成本、退款和续费，才能评估毛利与经常性。月支付门槛、用户资产、AI赠额和伙伴银行规模非ARR；美港承约实体需归属，不重复公司或金融监管能力。"
+    },
+    {
+      "id": "YCAIRE12-R-DREACH-ODD",
+      "type": "人工成功费、客户自报与不可用AI档的收入边界",
+      "company": "Dreach / Oddpool",
+      "scope": "dataset",
+      "summary": "Dreach按客户实收安置费/毛利分成与月/年通则并存且不核客户发票；Oddpool列Oddbot但付费档不可用，旧条款/当前用途及成立起点不同。",
+      "evidenceIds": [
+        "YCAIRE12-DREACH-HOME",
+        "YCAIRE12-DREACH-ABOUT",
+        "YCAIRE12-DREACH-PRICE",
+        "YCAIRE12-DREACH-TERMS",
+        "YCAIRE12-ODD-HOME",
+        "YCAIRE12-ODD-PRICE",
+        "YCAIRE12-ODD-TERMS"
+      ],
+      "handling": "两项继续pending-ai，Dreach需自身模型，Oddpool需AI实际可交付/当前性证据。报价、客户自报回款、数据规模不作公司收入，页面合同差异不直接判造假或停服。免费入口/Inactive不填零，人工服务与行情及AI净费须拆分。"
+    },
+    {
+      "id": "YCAIRE12-R-AI-ROLE",
+      "type": "AI算力邻接与明确应用任务的证据等级",
+      "company": "Madrone / HEVN",
+      "scope": "dataset",
+      "summary": "HEVN条款补公司第三方LLM任务可按description关联，Madrone物理供冷和旧ML经历仍不足证明自有AI交付。",
+      "evidenceIds": [
+        "YCAIRE12-HEVN-PRICE",
+        "YCAIRE12-HEVN-TERMS",
+        "YCAIRE12-HEVN-ENTITIES",
+        "YCAIRE12-HEVN-YCJOB",
+        "YCAIRE12-MADRONE-HOME",
+        "YCAIRE12-MADRONE-YCLAUNCH"
+      ],
+      "handling": "模型来源第三方不妨碍应用分类，但不升模型研发或独立测试；AI客户、GPU效率模型与NVIDIA项目不自动证AI主营。设备/现场运维与银行/合规人工成本分别留缺，未新增收入观测或图表样本。"
     }
   ],
   "coverage": {
@@ -106970,13 +107206,18 @@
           "categoryId": "C07",
           "kind": "company",
           "profileStatus": "readable",
-          "status": "pending-ai",
+          "status": "linked",
           "evidenceIds": [
             "UNCLEAR5-31391-YC",
             "UNCLEAR5-31391-LAUNCH1",
-            "UNCLEAR5-31391-HOME"
+            "UNCLEAR5-31391-HOME",
+            "YCAIRE12-HEVN-PRICE",
+            "YCAIRE12-HEVN-TERMS",
+            "YCAIRE12-HEVN-ENTITIES",
+            "YCAIRE12-HEVN-YCJOB"
           ],
-          "note": "原ai-unclear，YC自报2026年成立。跨境支付/企业账户；官网新增Claude/Codex支付操作功能，但核心支付业务与AI贡献占比未核。AI接口、旧钱包1500万用户、客户资金及报价不等AI主营或收入。 AI主营继续待核，不计主公司表，也非永久排除。"
+          "note": "后续价表/条款明确公司第三方LLM财务助手、文档/合规任务及用户审批，超出仅Claude/Codex接口，按C07关联；AI收入占比/效果仍缺，技术仅description。YC2026/Team8自述保留。美HEVN Inc./港HVN Software Limited为关联合同主体不计两家，伙伴持牌/客户资金不归自身。月套餐+AI额度+支付费用不作实际ARR，无新增收入。",
+          "companyId": "YC31391"
         },
         {
           "id": "YC-AI5-31399",
@@ -106989,9 +107230,11 @@
           "evidenceIds": [
             "UNCLEAR5-31399-YC",
             "UNCLEAR5-31399-LAUNCH1",
-            "UNCLEAR5-31399-HOME"
+            "UNCLEAR5-31399-HOME",
+            "YCAIRE12-MADRONE-HOME",
+            "YCAIRE12-MADRONE-YCLAUNCH"
           ],
-          "note": "原ai-unclear，YC自报2025年成立。数据中心冷却/热力系统，属于AI算力邻接；创始人旧ML经历与GPU客户不等自身AI核心交付。7800万GPU收入/节省计算属于客户模型，不作公司收入。 AI主营继续待核，不计主公司表，也非永久排除。"
+          "note": "原ai-unclear，YC自报2025年成立。数据中心冷却/热力系统，属于AI算力邻接；创始人旧ML经历与GPU客户不等自身AI核心交付。7800万GPU收入/节省计算属于客户模型，不作公司收入。 AI主营继续待核，不计主公司表，也非永久排除。 后续场外水冷/热力系统与旧1kW/建造100kW原型分列，30%水电和原$78M/100MW/年GPU收益为客户效果模型，非公司收入。软件及创始人旧ML经历仍未明当前AI，继续待核。"
         },
         {
           "id": "YC-AI5-31403",
@@ -107052,9 +107295,13 @@
           "status": "pending-ai",
           "evidenceIds": [
             "UNCLEAR5-31414-YC",
-            "UNCLEAR5-31414-HOME"
+            "UNCLEAR5-31414-HOME",
+            "YCAIRE12-DREACH-HOME",
+            "YCAIRE12-DREACH-ABOUT",
+            "YCAIRE12-DREACH-PRICE",
+            "YCAIRE12-DREACH-TERMS"
           ],
-          "note": "原ai-unclear，YC自报2026年成立。招聘机构的获客线索代办，官网明确逐条人工核查和服务交付；.ai域名、预测式宣传未补足AI核心实现。示例联系人/公司不是实际数据，按月或成功收费非已实现收入。 AI主营继续待核，不计主公司表，也非永久排除。"
+          "note": "原ai-unclear，YC自报2026年成立。招聘机构的获客线索代办，官网明确逐条人工核查和服务交付；.ai域名、预测式宣传未补足AI核心实现。示例联系人/公司不是实际数据，按月或成功收费非已实现收入。 AI主营继续待核，不计主公司表，也非永久排除。 后续about明确原drip/Drippay, Inc./Michael，非其他Drip品牌；记录客户自报并不核发票。首页月付/价表启动加客户实收毛利分成/条款月年预付通则并列，实际合同待核，不按客户账单作净费。逐条人工服务与AI训练禁用条款不证AI实现，仍待核。"
         },
         {
           "id": "YC-AI5-31423",
@@ -107083,9 +107330,12 @@
           "evidenceIds": [
             "UNCLEAR5-31429-YC",
             "UNCLEAR5-31429-LAUNCH1",
-            "UNCLEAR5-31429-HOME"
+            "UNCLEAR5-31429-HOME",
+            "YCAIRE12-ODD-HOME",
+            "YCAIRE12-ODD-PRICE",
+            "YCAIRE12-ODD-TERMS"
           ],
-          "note": "原ai-unclear，YC自报2026年成立。预测市场机构数据基础设施；创始人ML节省和编码Agent可读文档不证明自身AI核心业务。YC Inactive但官网仍可读，不能据此确认停服/注销；数据API报价非实收。 AI主营继续待核，不计主公司表，也非永久排除。"
+          "note": "原ai-unclear，YC自报2026年成立。预测市场机构数据基础设施；创始人ML节省和编码Agent可读文档不证明自身AI核心业务。YC Inactive但官网仍可读，不能据此确认停服/注销；数据API报价非实收。 AI主营继续待核，不计主公司表，也非永久排除。 后续价表明确Oddbot AI analyst，但Pro/Premium30/100原$/月按钮Not available，当前交付性/历史残留未核，不能说无AI或直接入主表。旧2025-11条款生效/YC2026成立分开；自动策略营销与旧条款用途禁止差异、Inactive/网站可读均留缺，收入未知不填零。"
         },
         {
           "id": "YC-AI5-31438",
@@ -116521,6 +116771,22 @@
         "YCAIRE11-AND-LI"
       ],
       "reason": "可读www明确AI供应商搜索且about与YC创始人对应，按C07描述关联；保留金融实验室/Trading、创始人现状态及Inc./GmbH沿革缺项。原1428/928发现不改，无收入观测。"
+    },
+    {
+      "ycId": 31391,
+      "originalStatus": "ai-unclear",
+      "companyId": "YC31391",
+      "reviewedAt": "2026-10-31",
+      "evidenceIds": [
+        "UNCLEAR5-31391-YC",
+        "UNCLEAR5-31391-LAUNCH1",
+        "UNCLEAR5-31391-HOME",
+        "YCAIRE12-HEVN-PRICE",
+        "YCAIRE12-HEVN-TERMS",
+        "YCAIRE12-HEVN-ENTITIES",
+        "YCAIRE12-HEVN-YCJOB"
+      ],
+      "reason": "公司价表/合同明确自身第三方LLM财务助手及用户审核，按C07描述关联；美港主体、金融伙伴/人工与交易净费分开。原1428/928发现不改，收入未知。"
     }
   ]
 }

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-yc-ai-revisit-11",
+  "sourceVersion": "2026-10-31-yc-ai-revisit-12",
   "asOf": "2026-10-31",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",