From 76aa80fedcf6304561ac8c5cab27dbb00538cacd Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:03:48 +0800 Subject: [PATCH] Classify SR007 deployments and assess local free to cloud subscription economics --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 38 +- content/research/ai-companies.seed.json | 581 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 586 insertions(+), 47 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index ad51fa2..147a04c 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ 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, 1222); + assert.equal(research.companies.length, 1227); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4759); - assert.equal(research.observations.length, 467); + assert.equal(research.evidence.length, 4777); + assert.equal(research.observations.length, 469); 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 }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 63d8d5c..75a28a0 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,11 +123,11 @@ 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, 1222); - assert.equal(initial.evidence.length, 4759); - assert.equal(initial.observations.length, 467); + assert.equal(initial.companies.length, 1227); + assert.equal(initial.evidence.length, 4777); + assert.equal(initial.observations.length, 469); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 4); + assert.equal(businessReviews.length, 5); 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"); @@ -169,9 +169,9 @@ 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, 228); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 231); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 51); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 52); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []); @@ -190,11 +190,11 @@ 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), 1222); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 59); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1227); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 60); 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), 1142); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1146); 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")); @@ -229,8 +229,8 @@ 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, 207); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 27); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 212); + 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"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); @@ -523,7 +523,7 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.equal(embrasure.technicalReview!.level, "public-artifact"); assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"), "the public connector supports artifact availability, not independently reproduced warehouse performance"); - for (const name of ["KIRA", "Leonidas"]) { + for (const name of ["KIRA", "Leonidas", "Mecone"]) { const candidate = batch.records.find((row) => row.name === name)!; assert.equal(candidate.status, "pending-ai", "serving AI customers or using software controls is not evidence of an AI business"); @@ -540,6 +540,18 @@ test("the public SR007 roster preserves unique entries and Alven's older operato const contracted = snapshot.observations.find((item) => item.id === "SR007F4-O-HOID-CONTRACT")!; assert.equal(contracted.selection, "excluded"); assert.equal(contracted.metric, undefined, "contracted run rate is not realized ARR"); + const openwhispr = snapshot.companies.find((item) => item.id === "AI135")!; + assert.equal(openwhispr.technicalReview!.level, "public-artifact"); + assert.ok(openwhispr.technicalReview!.evidenceIds.includes("SR007F5-OPENWHISPR-REPO")); + const voiceArr = arrDisclosures(snapshot).find(({ company }) => company.id === openwhispr.id)!.observation; + assert.equal(voiceArr.value, 120000); + assert.equal(voiceArr.bound, "≥"); + assert.ok(arrFieldGaps(voiceArr, snapshot.asOf).includes("date")); + assert.ok(arrFieldGaps(voiceArr, snapshot.asOf).includes("currency"), + "current plan prices cannot supply the currency of an undated investor ARR claim"); + const voiceUsers = snapshot.observations.find((item) => item.id === "SR007F5-O-OPENWHISPR-DAU")!; + assert.equal(voiceUsers.selection, "adoption", "daily active users are not paying subscribers"); + assert.equal(voiceUsers.metric, undefined); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -569,7 +581,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 165); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 159); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 8fadb7c..6992e89 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-4", + "version": "2026-11-01-sr007-followup-5", "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": [ @@ -38590,6 +38590,192 @@ "SR007F4-MAESTRO-HOME" ] } + }, + { + "id": "AI131", + "name": "Mirai（heymirai.ai）", + "url": "https://heymirai.ai/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "房源周边互动体验与世界模型应用层，向买方展示社区/路线。", + "buyer": "房地产经纪、经纪公司和开发商", + "delivery": "官网预约/示例及嵌入式体验，实际付费和底层模型能力未核", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "业务购买/订单约定价格、积分及额度，无公开金额", + "stage": "官网预约/示例及嵌入式体验，实际付费和底层模型能力未核", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME", + "SR007F5-MIRAI-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "房地产体验软件及生成用量，数据/地图/生成成本和订单净费需核；成交额不是平台收入", + "entityBasis": "Mirai Technologies Inc. Delaware自述，非登记核验", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME" + ] + } + }, + { + "id": "AI132", + "name": "Motherboard Labs", + "url": "https://www.motherboardlabs.com/", + "channel": "S14", + "cat": "C10", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "机器人/自主设备的Agent诊断、远程处置和现场维护工作流。", + "buyer": "部署机器人或自主设备的运营及服务团队", + "delivery": "官网创始人洽谈，软件加现场技术员边界清楚；未核实际设备/付费规模", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "无公开费率和服务SLA", + "stage": "官网创始人洽谈，软件加现场技术员边界清楚；未核实际设备/付费规模", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "设备运营软件/实施/现场服务，净软件费、人工及设备成本需拆，不当机器人硬件销售", + "entityBasis": "精确法人/独立登记待核", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME" + ] + } + }, + { + "id": "AI133", + "name": "Munari", + "url": "https://munari.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "机器人示教数据的episode质量评分、处理与操作员反馈。", + "buyer": "机器人训练数据采集团队及实验室", + "delivery": "官网联系/演示，首报告24小时为自述；未上传日志或测评价质量", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "无公开价表，按团队/数据需求洽谈", + "stage": "官网联系/演示，首报告24小时为自述；未上传日志或测评价质量", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "机器人数据/运营基础设施，按数据/项目或订阅收费待核，专家/标注和处理成本需拆", + "entityBasis": "Munari, Inc.官网自述，独立登记待核", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME" + ] + } + }, + { + "id": "AI134", + "name": "Nimble（nimbleops.io）", + "url": "https://nimbleops.io/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "为货代准备报价、文件、跟进并按审批策略执行工作流。", + "buyer": "货运代理销售及运营团队", + "delivery": "官网候补和配置式审批/自动化示意；实际付费交付未核", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "未取得价表/订单金额", + "stage": "官网候补和配置式审批/自动化示意；实际付费交付未核", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "行业工作流软件，实施/模型与人工成本待核，客户货款/运费及旧金融产品收入不归公司", + "entityBasis": "精确法人/登记待核，家庭旧货代与本公司分开", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME" + ] + } + }, + { + "id": "AI135", + "name": "OpenWhispr", + "url": "https://openwhispr.com/", + "channel": "S14", + "cat": "C05", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "开源桌面语音输入、会议笔记及可选云端AI助手。", + "buyer": "个人知识工作者、团队及隐私敏感企业", + "delivery": "公开桌面仓库/下载，云/BYOK/本地模式及付费价表；未安装测试", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "年付Pro原$80/用户年、Business160/用户年，6.67/13.33为月等效；本地无限免费，Enterprise询价", + "stage": "公开桌面仓库/下载，云/BYOK/本地模式及付费价表；未安装测试", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" + ], + "revenueStatus": "self", + "businessModel": "开源免费本地+云订阅/企业控制，BYOK供应商费用、免费分母、退款与推理/存储成本分开", + "entityBasis": "Gizmo Labs Inc. Delaware DBA自述，独立登记及品牌沿革待核", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；官方桌面代码/README存在，只到public-artifact，未执行或独立核准确率/隐私，第三方模型与自研能力分开。", + "evidenceIds": [ + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-REPO" + ] + } } ], "observations": [ @@ -45918,6 +46104,37 @@ "bound": "≈", "comparisonGroup": null, "metric": "arr" + }, + { + "id": "SR007F5-O-OPENWHISPR-ARR", + "company": "AI135", + "name": "OpenWhispr", + "kind": "投资方ARR标签自述", + "value": 120000, + "unit": "原文$，币种待核", + "timing": "投资方读取时自述，精确财务截至日未注明", + "evidence": "SR007F5-OPENWHISPR-SR", + "scope": "公司整体", + "selection": "signal", + "reason": "保留ARR标签和下界，但缺财务日/币种及免费、本地/BYOK、云与企业净费定义；不参与同期均值", + "bound": "≥", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "SR007F5-O-OPENWHISPR-DAU", + "company": "AI135", + "name": "OpenWhispr", + "kind": "日活跃用户自述", + "value": 10000, + "unit": "用户/日", + "timing": "投资方读取时自述，具体统计期间未知", + "evidence": "SR007F5-OPENWHISPR-SR", + "scope": "产品采用，不是付费人数", + "selection": "adoption", + "reason": "按标题10000+记录；正文10,00+有排版缺项，日活非付费人数，员工用户不等企业采购", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -98269,6 +98486,204 @@ "kind": "投资方及官网业务/收入归属复核", "summary": "条款自述Maestro Agentic Inc.提供旅行/生活助理、预订协调和团队沟通，并使用第三方支付/预订。", "limitation": "未取得具体会员价表、供应商结算和净费底表；网页重复段落不是三份服务，不推订阅现金或纯软件ARR。" + }, + { + "id": "SR007F5-MECONE-SR", + "companyId": null, + "title": "Mecone2026与金融指数业务", + "url": "https://speedrun.a16z.com/companies/mecone", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、6人、斯坦福地区，初期向交易所许可预测市场衍生指数，后续自建交易所愿景。", + "limitation": "预测市场和AI公司作为标的都不证明自身AI主营；市场交易量/估值非本公司收入，不提供交易建议。" + }, + { + "id": "SR007F5-MECONE-HOME", + "companyId": null, + "title": "Mecone官网候补及指数许可定位", + "url": "https://mecone.trade/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网VIP候补，定位为交易所拓展资产标的的指数基础设施，展示资产价格/估值示例。", + "limitation": "报价和AI公司估值是标的展示，不作平台收入/托管资产；当前AI产品及收费合同、牌照未核。" + }, + { + "id": "SR007F5-MECONE-VISION", + "companyId": null, + "title": "Mecone公开业务愿景说明", + "url": "https://mecone.trade/articles/the-financial-infrastructure-for-perps-on-anything", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "业务文章说明预测市场数据形成持续更新的基准，许可给交易平台；提到AI-Compute等资产类别。", + "limitation": "未明确模型/Agent实际交付，AI资产类别不等自身AI业务，转pending-ai；不把全球交易规模当公司财务。" + }, + { + "id": "SR007F5-MIRAI-SR", + "companyId": "AI131", + "title": "Mirai2026及世界模型应用层", + "url": "https://speedrun.a16z.com/companies/mirai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、3人、旧金山，世界模型应用层，房地产首部署，未来拓展旅行/酒店。", + "limitation": "应用层不当已证自研世界基础模型，前雇主不是付费客户；未来部署不认当前交付。" + }, + { + "id": "SR007F5-MIRAI-HOME", + "companyId": "AI131", + "title": "Mirai房源周边体验与业务买方", + "url": "https://heymirai.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网面向经纪、经纪公司和开发商生成/嵌入房源周边互动体验，演示和预约入口。", + "limitation": "房源数量/通勤示例非付费采用或收入；当前产品归房地产专业应用，不能只按生成媒体标签归内容。" + }, + { + "id": "SR007F5-MIRAI-TERMS", + "companyId": "AI131", + "title": "Mirai运营者与单独业务订单", + "url": "https://heymirai.ai/terms", + "publishedAt": "2026-10-19", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "自述Mirai Technologies Inc. Delaware，非经纪服务；商业功能费用/额度/续订以购买或订单为准，签约优先。", + "limitation": "当前价表/经常性未知，房产成交/询盘不是公司净费；合成体验不保证真实性，登记及底层模型产权未独立核。" + }, + { + "id": "SR007F5-MOTHERBOARD-SR", + "companyId": "AI132", + "title": "Motherboard2026与机器人维护服务层", + "url": "https://speedrun.a16z.com/companies/motherboard-labs", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、2人、旧金山，机器人/自主设备诊断、远程处置与现场技术员工作流。", + "limitation": "不是已证自造机器人；创始人旧Komatsu/Citadel/Palantir经历不归公司客户/收入。" + }, + { + "id": "SR007F5-MOTHERBOARD-HOME", + "companyId": "AI132", + "title": "Motherboard远程与人工现场交付", + "url": "https://www.motherboardlabs.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网Agentic field operations，远程诊断/修复，仍需技术员到场时提供程序、零件与上下文，创始人洽谈入口。", + "limitation": "10/100/1000设备是规模问题示意，不当实际装机数；价表、法人和付费部署缺，未操作设备。" + }, + { + "id": "SR007F5-MUNARI-SR", + "companyId": "AI133", + "title": "Munari2026与前雇主业绩归属", + "url": "https://speedrun.a16z.com/companies/munari", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、3人、旧金山，机器人采集episode质量评分/标注；创始人旧Hedra八位数ARR和StockX十亿GMV履历。", + "limitation": "旧事业ARR/GMV不能迁Munari，机器数据质量评估不等自研机器人或模型独立效果。" + }, + { + "id": "SR007F5-MUNARI-HOME", + "companyId": "AI133", + "title": "Munari按任务评分与数据基础设施", + "url": "https://munari.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网自述Munari, Inc.，按操作员/任务/episode评分，支持多种日志输入，称首报告24小时，联系/演示入口。", + "limitation": "任务难度和执行/采集问题须分别评，演示操作员分数不当真实用户量；无公开费率、未上传日志/独立验证。" + }, + { + "id": "SR007F5-NIMBLE-SR", + "companyId": "AI134", + "title": "Nimble2026与旧金融产品收入", + "url": "https://speedrun.a16z.com/companies/nimble", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、2人、旧金山，货代销售和运营AI工作流；创始人旧金融产品500万收入另列。", + "limitation": "家庭70年货代不是公司成立年或收入，旧金融业绩/行业150亿人工支出不是本公司营收。" + }, + { + "id": "SR007F5-NIMBLE-HOME", + "companyId": "AI134", + "title": "Nimble候补、审批与报价示例", + "url": "https://nimbleops.io/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网候补，货代报价/文件/跟进，提供从人工批准到自动化的控制档位，操作留痕；演示运费和月处理5000报价自述。", + "limitation": "示例运费/毛利是客户业务非平台收入，报价量非付费客户；自动化按客户控制配置，不能按标题认全程自主，具体费率/法人缺。" + }, + { + "id": "SR007F5-OPENWHISPR-SR", + "companyId": "AI135", + "title": "OpenWhispr2026及ARR/日活自述", + "url": "https://speedrun.a16z.com/companies/openwhispr", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、3人、旧金山，语音转写和会议助手，日活10000+、原$120K+ ARR，分别称30%/25%月增长。", + "limitation": "日活非付费分母，某公司员工付款不等企业采购；旧0至1.5亿ARR履历不归当前公司，原币种/财务日未知。" + }, + { + "id": "SR007F5-OPENWHISPR-HOME", + "companyId": "AI135", + "title": "OpenWhispr本地、BYOK与云服务分开", + "url": "https://openwhispr.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网本地免费语音/会议应用、可选云转写和自带API密钥，开源及公开代码反链，运营者Gizmo Labs Inc.。", + "limitation": "本地语音不离机不代表云端/同步/账户全无数据；认证标志未独立审计，未下载安装或试用。" + }, + { + "id": "SR007F5-OPENWHISPR-PRICE", + "companyId": "AI135", + "title": "OpenWhispr年付等效价与免费分母", + "url": "https://openwhispr.com/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "当前页年付显示Pro原$80/用户年（等效6.67/月）、Business160/用户年（13.33/月），Enterprise询价；本地无限免费，云免费额度。", + "limitation": "等效月价非实际月合同或已实现MRR，免费/BYOK成本另算，会议额度和企业控制需拆；原$不补历史ARR币种。" + }, + { + "id": "SR007F5-OPENWHISPR-REPO", + "companyId": "AI135", + "title": "OpenWhispr官方公开桌面仓库", + "url": "https://github.com/OpenWhispr/openwhispr", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网反链仓库README及文件可读，桌面跨平台、本地第三方模型/云模式，MIT桌面许可与官网对应。", + "limitation": "仅验证公开制品，未克隆/安装/执行；仓库star/commit数量非用户或技术质量，不能证明独立隐私/准确率或公司注册年。" + }, + { + "id": "SR007F5-OPENWHISPR-TERMS", + "companyId": "AI135", + "title": "OpenWhispr订阅/闭源云与默认无SLA", + "url": "https://openwhispr.com/terms", + "publishedAt": "2026-09-11", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "Gizmo Labs Inc. DBA自述；桌面MIT、云API/网站专有，月/年预付续订，首次订阅30日退款，默认无SLA可另附企业协议。", + "limitation": "开源不等全部免费/服务可自托管或企业SLA已签；退款、预收分摊、模型/云成本和企业净费待核。" + }, + { + "id": "SR007F5-OPENWHISPR-PRIVACY", + "companyId": "AI135", + "title": "OpenWhispr隐私范围依模式变化", + "url": "https://openwhispr.com/privacy", + "publishedAt": "2026-10-27", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网政策区分本地、云、BYOK；账户/账单、可选备份/共享、云请求日志等按模式处理，桌面和移动默认有差别。", + "limitation": "零音频保留宣传不能覆盖所有日志/同步，未检查运行时或第三方认证；具体企业部署权限及保留范围需核，不作安全保证。" } ], "reviews": [ @@ -107553,6 +107968,95 @@ "SR007F4-LEONIDAS-HOME" ], "handling": "保留候选不新增AI公司；前雇主债务承销、政策市场规模非收入，早期入口不证明牌照/实际银行产品。精确主体、当前AI交付待核，不因名录标签补入。" + }, + { + "id": "SR007F5-R-DELIVERY", + "type": "世界模型应用、实体服务和数据基础设施分类", + "company": "Mirai、Motherboard Labs、Munari、Nimble、OpenWhispr", + "companyIds": [ + "AI131", + "AI132", + "AI133", + "AI134", + "AI135" + ], + "scope": "companies", + "summary": "五家2026自报成立关联；Mirai按房地产应用，Motherboard按设备服务，Munari为机器人数据基础设施，Nimble行业工作流，OpenWhispr为语音知识工作应用。", + "evidenceIds": [ + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME", + "SR007F5-MIRAI-TERMS", + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME", + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME", + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME", + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" + ], + "handling": "模型应用层不认自研基础模型；设备维护仍有现场人工、数据评分仍需任务/操作员分层、货代按客户审批配置。OpenWhispr仅公开桌面制品可核，不安装或测性能/隐私，云服务专有且不等全本地。" + }, + { + "id": "SR007F5-R-FINANCE", + "type": "前事业业绩、客户交易与本地免费分母分开", + "company": "Mirai、Motherboard Labs、Munari、Nimble、OpenWhispr", + "companyIds": [ + "AI131", + "AI132", + "AI133", + "AI134", + "AI135" + ], + "scope": "companies", + "summary": "仅新增OpenWhispr120K+ARR标签和日活10000+自述，日期/币种/净经常性仍缺。Munari旧Hedra ARR/StockX GMV、Nimble旧金融产品500万、客户运费与房产成交不迁本公司。", + "evidenceIds": [ + "SR007F5-MUNARI-SR", + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME", + "SR007F5-MIRAI-TERMS", + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" + ], + "handling": "年付等效价不当实际月合同；日活和名企员工不等付费分母/企业合同，免费本地/BYOK与自营云/企业控制净费、退款及模型/存储成本需拆。不由金额/口径差异直接判断造假。" + }, + { + "id": "SR007F5-R-MECONE", + "type": "AI交易标的与自身AI主营分开", + "company": "Mecone", + "scope": "excluded-candidate", + "summary": "2026成立自报已读，当前指数许可与未来交易平台业务未明确AI交付，转pending-ai。", + "evidenceIds": [ + "SR007F5-MECONE-SR", + "SR007F5-MECONE-HOME", + "SR007F5-MECONE-VISION" + ], + "handling": "预测市场不自动为机器学习；AI-Compute、AI公司估值是资产类别非自己AI主营/收入。市场交易量不迁公司，精确主体、实际AI任务及付费许可待核，不提供金融投资建议。" + }, + { + "id": "MODEL1-LOCAL-CLOUD", + "type": "商业模式初评", + "company": "免费本地开源＋托管云订阅/企业控制", + "companyIds": [ + "AI135" + ], + "scope": "companies", + "summary": "已核事实：OpenWhispr无限本地转写免费、BYOK另向供应商付费，自营云有免费额度和付费订阅，企业控制询价；桌面MIT而云API/网站专有。当前年付等效价和投资方120K+ARR不足证明净贡献、免费转付费或付费留存。", + "evidenceIds": [ + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY", + "SR007F5-OPENWHISPR-SR" + ], + "handling": "待验证判断：可用本地免费产品降低试用门槛，再验证客户是否愿为云端便利、同步协作和企业控制付费。我们的试验需分别记录本地/BYOK/自营云采用、转付费、30/90日付费留存、退款后净实收，以及模型/会议音频/存储/同步和支持成本；重点观察无限云套餐的重度账户。免费或日活不能乘标价估ARR，年预收需分摊。隐私价值应按实际处理模式验证，不按开源或本地宣传认所有云功能零数据；只有留存和净贡献支持才扩大。" } ], "coverage": { @@ -120673,7 +121177,7 @@ "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40关联（17复用、23本系列新增）、35成立/主体待核、4AI主营待核；本系列新补读28个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", + "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45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核；本系列新补读34个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", "complete": false, "records": [ { @@ -121312,25 +121816,32 @@ "url": "https://speedrun.a16z.com/companies/mecone", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MECONE-SR", + "SR007F5-MECONE-HOME", + "SR007F5-MECONE-VISION" ], - "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。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立、6人；官网及愿景为预测市场数据衍生金融指数许可和未来交易所，未明确AI任务。AI-Compute/AI公司是标的或资产类别，不证明自身AI主营；转pending-ai，不新增公司/营收，未参与交易或提交候补。" }, { "id": "SR007R-C41", "name": "Mirai", "url": "https://speedrun.a16z.com/companies/mirai", - "categoryId": "C08", + "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME", + "SR007F5-MIRAI-TERMS" ], - "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。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网预约/示例及嵌入式体验，实际付费和底层模型能力未核。收入归属和缺项见公司/证据。", + "companyId": "AI131" }, { "id": "SR007R-C42", @@ -121338,12 +121849,15 @@ "url": "https://speedrun.a16z.com/companies/motherboard-labs", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME" ], - "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。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网创始人洽谈，软件加现场技术员边界清楚；未核实际设备/付费规模。收入归属和缺项见公司/证据。", + "companyId": "AI132" }, { "id": "SR007R-C43", @@ -121351,12 +121865,15 @@ "url": "https://speedrun.a16z.com/companies/munari", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME" ], - "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。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网联系/演示，首报告24小时为自述；未上传日志或测评价质量。收入归属和缺项见公司/证据。", + "companyId": "AI133" }, { "id": "SR007R-C44", @@ -121381,12 +121898,15 @@ "url": "https://speedrun.a16z.com/companies/nimble", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME" ], - "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。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网候补和配置式审批/自动化示意；实际付费交付未核。收入归属和缺项见公司/证据。", + "companyId": "AI134" }, { "id": "SR007R-C46", @@ -121424,12 +121944,19 @@ "url": "https://speedrun.a16z.com/companies/openwhispr", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" ], - "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。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；公开桌面仓库/下载，云/BYOK/本地模式及付费价表；未安装测试。收入归属和缺项见公司/证据。", + "companyId": "AI135" }, { "id": "SR007R-C49", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index eaab6dd..d47a499 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-4", + "version": "2026-11-01-sr007-followup-5", "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名单79条，75个普通UUID链接；逐一登记40关联（17复用、23本系列新增）、35成立/主体待核、4AI主营待核。本系列补读28个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。", - "nextCheck": "先补SR007剩余35条独立档案及Bric/Coherence/KIRA/Leonidas的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。", + "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核。本系列补读34个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。", + "nextCheck": "先补SR007剩余29条独立档案及Bric/Coherence/KIRA/Leonidas/Mecone的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。", "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 42cf75b..dd0efdc 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-4", + "sourceVersion": "2026-11-01-sr007-followup-5", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",