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Reconcile SR007 AI scope and separate travel revenue from ARR claims

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Codex Bot
2026-11-01 00:56:54 +08:00
parent d52dac64e5
commit 7901ab940e
5 changed files with 560 additions and 46 deletions
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apps/docs/scripts/auth-cli.ts
+3 -3
View File
@@ -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, 1218);
assert.equal(research.companies.length, 1222);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4742);
assert.equal(research.observations.length, 463);
assert.equal(research.evidence.length, 4759);
assert.equal(research.observations.length, 467);
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);
apps/docs/tests/research.test.ts
+27 -10
View File
@@ -123,9 +123,9 @@ 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, 1218);
assert.equal(initial.evidence.length, 4742);
assert.equal(initial.observations.length, 463);
assert.equal(initial.companies.length, 1222);
assert.equal(initial.evidence.length, 4759);
assert.equal(initial.observations.length, 467);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 4);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
@@ -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, 226);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 228);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 49);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 51);
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), 1218);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
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.estimate, 0), 2);
assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1139);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1142);
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"));
@@ -229,7 +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, 203);
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?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -523,6 +523,23 @@ 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"]) {
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");
assert.equal(candidate.companyId, undefined);
}
const maestroClaims = arrDisclosures(snapshot).filter(({ company }) => company.id === "AI130");
assert.equal(maestroClaims.length, 2, "keep the two original ARR milestones in the evidence ledger");
assert.ok(maestroClaims.every(({ observation }) => observation.selection === "historical" &&
arrFieldGaps(observation, snapshot.asOf).includes("date") &&
arrFieldGaps(observation, snapshot.asOf).includes("currency")));
const cumulative = snapshot.observations.find((item) => item.id === "SR007F4-O-MAESTRO-CUMULATIVE")!;
assert.equal(cumulative.selection, "historical");
assert.equal(cumulative.metric, undefined, "nine-month cumulative revenue cannot become ARR");
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");
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
@@ -552,7 +569,7 @@ 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, 171);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 165);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
content/research/ai-companies.seed.json
+522 -26
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-3",
"version": "2026-11-01-sr007-followup-4",
"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": [
@@ -38441,6 +38441,155 @@
"SR007F3-HARBOR-HOME"
]
}
},
{
"id": "AI127",
"name": "Hoid",
"url": "https://hoid-ai.com/",
"channel": "S14",
"cat": "C02",
"year": 2026,
"team": 3,
"location": "美国旧金山（投资方资料）",
"business": "Agent编译器与推理runtime优化，让模型适配目标硬件。",
"buyer": "模型实验室、推理提供商及部署团队",
"delivery": "按模型/硬件目标协商试点；live客户为投资方自述，实际合同/性能未核",
"notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。",
"cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核",
"teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知",
"price": "无公开价表，按试点/性能目标协商",
"stage": "按模型/硬件目标协商试点；live客户为投资方自述，实际合同/性能未核",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F4-HOID-SR",
"SR007F4-HOID-HOME"
],
"revenueStatus": "unknown",
"businessModel": "推理优化软件/试点服务，签约run rate与履约实收、性能分成/人工及经常性需拆",
"entityBasis": "精确法人及独立注册待核",
"classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。",
"evidenceIds": [
"SR007F4-HOID-SR",
"SR007F4-HOID-HOME"
]
}
},
{
"id": "AI128",
"name": "Kairo（kairo.security）",
"url": "https://kairo.security/",
"channel": "S14",
"cat": "C04",
"year": 2026,
"team": 3,
"location": "美国旧金山（投资方资料）",
"business": "人和Agent行为建模、持续应用安全检测及修复验证。",
"buyer": "持续发布应用或部署Agent的企业安全团队",
"delivery": "官网演示/企业洽谈及年度服务说明，未实际运行检测",
"notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。",
"cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核",
"teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知",
"price": "企业定制年约、发票，含指定安全工程师，未公开金额",
"stage": "官网演示/企业洽谈及年度服务说明，未实际运行检测",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F4-KAIRO-SR",
"SR007F4-KAIRO-HOME",
"SR007F4-KAIRO-PRICE",
"SR007F4-KAIRO-PRIVACY",
"SR007F4-KAIRO-TERMS"
],
"revenueStatus": "unknown",
"businessModel": "持续安全软件加工程师服务，软件净费/人工、授权范围与年约履行需核",
"entityBasis": "隐私/条款明确getkairo.xyz关联当前域名，精确法人和登记缺",
"classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。",
"evidenceIds": [
"SR007F4-KAIRO-SR",
"SR007F4-KAIRO-HOME"
]
}
},
{
"id": "AI129",
"name": "Keythorn",
"url": "https://keythorn.com/",
"channel": "S14",
"cat": "C07",
"year": 2026,
"team": 3,
"location": "美国旧金山（投资方资料）",
"business": "AI Agent风险评估/监控和责任保险安排。",
"buyer": "部署AI的企业及保险承保方",
"delivery": "技术评估/保险合作询价与候补，未核牌照、已生效保单或承保容量",
"notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。",
"cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核",
"teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知",
"price": "无公开费率，评估/保障安排洽谈",
"stage": "技术评估/保险合作询价与候补，未核牌照、已生效保单或承保容量",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F4-KEYTHORN-SR",
"SR007F4-KEYTHORN-HOME"
],
"revenueStatus": "unknown",
"businessModel": "风险技术服务和保险安排，评估费/经纪佣金与保费总额、自有风险承保边界需拆",
"entityBasis": "精确法人、经纪/承保角色及登记/牌照待核",
"classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。",
"evidenceIds": [
"SR007F4-KEYTHORN-SR",
"SR007F4-KEYTHORN-HOME"
]
}
},
{
"id": "AI130",
"name": "Maestro（askmaestro.com）",
"url": "https://askmaestro.com/",
"channel": "S14",
"cat": "C09",
"year": 2026,
"team": 1,
"location": null,
"business": "人工顾问结合Conductor AI编排的高端旅行/积分会员服务。",
"buyer": "高净值家庭及旅行会员",
"delivery": "投资方称实际会员/收入，官网介绍制人工专家和应用；合同净费/实际交付未独立核",
"notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。Maestro官网2025推荐语与2026成立自报需核，不用推荐语猜注册年份。",
"cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核",
"teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知",
"price": "未取得具体会员价格、旅行采购与佣金明细",
"stage": "投资方称实际会员/收入，官网介绍制人工专家和应用；合同净费/实际交付未独立核",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F4-MAESTRO-SR",
"SR007F4-MAESTRO-AFORE",
"SR007F4-MAESTRO-HOME",
"SR007F4-MAESTRO-TERMS"
],
"revenueStatus": "self",
"businessModel": "旅行会员/人工顾问加AI工作流，累计revenue、ARR和旅行交易/积分价值必须拆，非纯软件订阅证明",
"entityBasis": "官网Maestro Agentic Inc.自述；目录2026与2025推荐语起点需核，均不作独立注册",
"classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。",
"evidenceIds": [
"SR007F4-MAESTRO-SR",
"SR007F4-MAESTRO-HOME"
]
}
}
],
"observations": [
@@ -45707,6 +45856,68 @@
"reason": "首合同开发/评估中，非已授予履约、回款或经常性收入",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F4-O-HOID-CONTRACT",
"company": "AI127",
"name": "Hoid",
"kind": "签约run rate",
"value": 196000,
"unit": "原文$，币种待核",
"timing": "上线一个月自述，具体截至日未知",
"evidence": "SR007F4-HOID-SR",
"scope": "已签约口径，履约及经常性未核",
"selection": "excluded",
"reason": "contracted run rate不等已实现ARR，live客户不能替代合同履行及净费底表",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F4-O-MAESTRO-CUMULATIVE",
"company": "AI130",
"name": "Maestro",
"kind": "九个月累计收入自述",
"value": 3000000,
"unit": "原文$，币种待核",
"timing": "启动九个月累计，精确期间和截至日未知",
"evidence": "SR007F4-MAESTRO-SR",
"scope": "旅行/会员业务，交易总额或净收入待核",
"selection": "historical",
"reason": "累计revenue不是MRR/ARR，不与另一投资方的ARR里程碑互换",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F4-O-MAESTRO-ARR",
"company": "AI130",
"name": "Maestro",
"kind": "投资方ARR标签自述",
"value": 3100000,
"unit": "原文$，币种待核",
"timing": "自July增长后的里程碑，年份和精确财务截至日未给",
"evidence": "SR007F4-MAESTRO-AFORE",
"scope": "公司会员/旅行混合服务，经常性净费定义未核",
"selection": "historical",
"reason": "保留原ARR标签，不证明纯软件经常性；币种/日期、会员费/佣金/旅行采购和人工成本缺，不进入同期均值",
"bound": "=",
"comparisonGroup": null,
"metric": "arr"
},
{
"id": "SR007F4-O-MAESTRO-OLD-ARR",
"company": "AI130",
"name": "Maestro",
"kind": "投资方ARR标签自述",
"value": 875000,
"unit": "原文$，币种待核",
"timing": "July起点，年份及精确日历日未给",
"evidence": "SR007F4-MAESTRO-AFORE",
"scope": "公司会员/旅行混合服务，经常性净费定义未核",
"selection": "historical",
"reason": "保留原ARR标签，不证明纯软件经常性；币种/日期、会员费/佣金/旅行采购和人工成本缺，不进入同期均值",
"bound": "≈",
"comparisonGroup": null,
"metric": "arr"
}
],
"evidence": [
@@ -97871,6 +98082,193 @@
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "网站条款使用Harbor AI名称，没有具体订阅价、算力订单/SLA或精确独立注册信息。",
"limitation": "一般条款不补商业合同；软件净费、资源转售/撮合总额、供应商成本和人工成本需拆，不按算力GMV认SaaS MRR。"
},
{
"id": "SR007F4-HOID-SR",
"companyId": "AI127",
"title": "Hoid2026与签约run rate",
"url": "https://speedrun.a16z.com/companies/hoid",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "投资方列2026成立、3人、旧金山，Agent推理编译优化；一个月达到原$196K contracted run rate。",
"limitation": "有live客户不把contracted run rate自动当实收/经常性ARR；币种、精确日历日和合同履行缺，30%性能自述未独立测。"
},
{
"id": "SR007F4-HOID-HOME",
"companyId": "AI127",
"title": "Hoid按模型/硬件协商试点",
"url": "https://hoid-ai.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "官网说明Agent编译器及硬件runtime，试点由双方选模型/硬件并约定性能目标，预约洽谈无价表。",
"limitation": "首页100倍与26天等引用行业模型手工优化背景，不是Hoid自研实测业绩；未运行、部署或读取优化实现。"
},
{
"id": "SR007F4-KAIRO-SR",
"companyId": "AI128",
"title": "Kairo2026及行为安全任务",
"url": "https://speedrun.a16z.com/companies/kairo",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "投资方列2026成立、3人、旧金山，建模人/Agent交互以持续发现应用漏洞。",
"limitation": "创始人旧项目估值、竞赛和社群规模非公司收入或效果；当前服务可靠性未独立测。"
},
{
"id": "SR007F4-KAIRO-HOME",
"companyId": "AI128",
"title": "Kairo当前官网与损失避免估计",
"url": "https://kairo.security/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "当前官网描述行为安全及影子环境，称避免600万损失、125日发现量、团队150+事件。",
"limitation": "损失避免是客户/保险方估计非营收，事件/漏洞与演示不是付费客户；外部伙伴认证未核，不运行扫描或提取攻击步骤。"
},
{
"id": "SR007F4-KAIRO-PRICE",
"companyId": "AI128",
"title": "Kairo企业年度合约含工程师",
"url": "https://kairo.security/pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "企业定制价，年度条款/发票收费，包括PR持续检测、报告、集成及指定安全工程师，测试范围须先书面约定。",
"limitation": "没有金额或净软件费占比；年合同不等SaaS ARR，服务人力/授权和实际履行待核。"
},
{
"id": "SR007F4-KAIRO-PRIVACY",
"companyId": "AI128",
"title": "Kairo当前域名与旧官网对应",
"url": "https://kairo.security/privacy",
"publishedAt": "2026-08-11",
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "当前域名隐私页明确其Site为getkairo.xyz及相关页，和投资方旧域名对应。",
"limitation": "网站政策不证明法人注册或实际安全能力；只读公开正文，未提交表单/个人数据。"
},
{
"id": "SR007F4-KAIRO-TERMS",
"companyId": "AI128",
"title": "Kairo商业服务需独立协议",
"url": "https://kairo.security/terms",
"publishedAt": "2026-08-11",
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "网站条款只管官网/演示，实际engagement另行书面协议，运营名Kairo未列精确法人。",
"limitation": "适用Delaware法律非注册地证明；无产品SLA或实际付费依据，访问旧域名失败不当停业。"
},
{
"id": "SR007F4-KEYTHORN-SR",
"companyId": "AI129",
"title": "Keythorn2026及旧事业ARR归属",
"url": "https://speedrun.a16z.com/companies/keythorn",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "投资方列2026成立、3人、旧金山，AI Agent风险评估、监控及责任保险安排；创始人简介旧YC公司30万ARR。",
"limitation": "旧公司30万ARR/200万融资不可迁Keythorn；评估业务、保险安排和自有承保需拆。"
},
{
"id": "SR007F4-KEYTHORN-HOME",
"companyId": "AI129",
"title": "Keythorn候补与保险安排边界",
"url": "https://keythorn.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "官网候补，AI技术评估和风险画像，用于向保险承保方安排保障，称未来将place coverage；有独立brokerage入口。",
"limitation": "入口不证明已承保/保险牌照/保单生效，未进入管理后台；保费总额、佣金净费和评估费不混同，当前费率/精确法人缺。"
},
{
"id": "SR007F4-KIRA-SR",
"companyId": null,
"title": "KIRA2026、工业系统和签约ARR",
"url": "https://speedrun.a16z.com/companies/kira",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "投资方列2026成立、3人、波士顿，工业废水处理系统，称原$900K contracted ARR且有LOI。",
"limitation": "软件定义、控制和服务数据中心不自动证明AI主营；签约/LOI非live收入，先保留候选财务说法，不建AI公司观测。"
},
{
"id": "SR007F4-KIRA-HOME",
"companyId": null,
"title": "KIRA官网当前水处理业务",
"url": "https://www.kira.eco/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "官网自述KIRA Systems Inc.，模块化现场水处理设备及软件控制，没有明确当前AI任务/模型，团队与档案对应。",
"limitation": "硬件/设备服务不因客户为数据中心归AI；官网效果和学术旧材料未独立核，不提供工业化学流程或运行建议。"
},
{
"id": "SR007F4-LEONIDAS-SR",
"companyId": null,
"title": "Leonidas2026与AI客户行业",
"url": "https://speedrun.a16z.com/companies/leonidas",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "投资方列2026成立、1人、伦敦，为欧洲前沿产业构建金融机构，AI仅列其客户行业之一。",
"limitation": "服务AI企业不等自身AI主营，创始人旧150亿欧元债务承销和市场政策规模非本公司收入。"
},
{
"id": "SR007F4-LEONIDAS-HOME",
"companyId": null,
"title": "Leonidas官网早期访问入口",
"url": "https://leonidasfinancial.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "官网只有frontier economy金融定位及request early access，未列当前AI产品或已运营账户/贷款。",
"limitation": "早期访问不是银行/支付牌照或交付证明，精确法人待核；不因第三方AI标签纳入AI公司，不提供金融建议。"
},
{
"id": "SR007F4-MAESTRO-SR",
"companyId": "AI130",
"title": "Maestro2026与九个月收入",
"url": "https://speedrun.a16z.com/companies/maestro",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "投资方列2026成立、1人、地点空，AI加人工顾问旅行会员服务，启动九个月累计原$3M revenue。",
"limitation": "累计revenue不是ARR，是否含旅行交易总额/净费未知；一名员工不等顾问/外包全体，隐身不等无交付。"
},
{
"id": "SR007F4-MAESTRO-AFORE",
"companyId": "AI130",
"title": "Maestro另一投资方ARR里程碑",
"url": "https://intros.afore.vc/showcase/aace5c2d-a8cf-4ce3-ba71-e32f05045df1",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "Afore独立公开公司页同名创始人并反链askmaestro.com，称自July ARR由约原$875K至$3.1M，新增会员6倍。",
"limitation": "未给July年份和精确财务截至日、币种及ARR定义；与九个月累计收入为不同口径，不求均值/相互验证，不请求介绍。"
},
{
"id": "SR007F4-MAESTRO-HOME",
"companyId": "AI130",
"title": "Maestro人工专家与积分价值展示",
"url": "https://askmaestro.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网业务/收入归属复核",
"summary": "官网介绍制会员、旅行/积分顾问及应用，运营者Maestro Agentic Inc.；示例旅行金额标积分替代价值，另有2025年客户推荐语。",
"limitation": "积分价值/节省额和旅行报价非公司净收入，人工顾问成本待核；2025推荐语与档案2026起点需核品牌/主体，不单独认注册年份。"
},
{
"id": "SR007F4-MAESTRO-TERMS",
"companyId": "AI130",
"title": "Maestro应用条款未列费率",
"url": "https://askmaestro.com/terms-and-conditions",
"publishedAt": null,
"accessedAt": "2026-11-01",
"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。"
}
],
"reviews": [
@@ -107078,6 +107476,83 @@
"SR007F3-HARBOR-TERMS"
],
"handling": "不认已入轨或意向授予；Harbor示例GPU数、效率和报价不当实收，需拆批准权限、软件净费/资源转售与人力。只研究商业，不展开军事设计或实际调度GPU。"
},
{
"id": "SR007F4-R-DELIVERY",
"type": "推理、安全、保险风险与人工旅行服务分类",
"company": "Hoid、Kairo、Keythorn、Maestro",
"companyIds": [
"AI127",
"AI128",
"AI129",
"AI130"
],
"scope": "companies",
"summary": "四家2026成立自报关联；Hoid试点协商目标，Kairo年度定制服务含工程师，Keythorn风险评估/保险安排，Maestro人工顾问加AI编排。",
"evidenceIds": [
"SR007F4-HOID-SR",
"SR007F4-HOID-HOME",
"SR007F4-KAIRO-SR",
"SR007F4-KAIRO-HOME",
"SR007F4-KAIRO-PRICE",
"SR007F4-KAIRO-PRIVACY",
"SR007F4-KAIRO-TERMS",
"SR007F4-KEYTHORN-SR",
"SR007F4-KEYTHORN-HOME",
"SR007F4-MAESTRO-SR",
"SR007F4-MAESTRO-AFORE",
"SR007F4-MAESTRO-HOME",
"SR007F4-MAESTRO-TERMS"
],
"handling": "Hoid引用行业手调优化非自身成果，Kairo官网跨域通过隐私页对应但精确法人缺；Keythorn候补/后台入口不证牌照或保单。Maestro2025推荐语与2026起点保留，员工不等顾问全体。未运行产品或安全扫描。"
},
{
"id": "SR007F4-R-FINANCE",
"type": "签约run rate、累计收入与ARR标签并存",
"company": "Hoid、Kairo、Keythorn、Maestro",
"companyIds": [
"AI127",
"AI128",
"AI129",
"AI130"
],
"scope": "companies",
"summary": "Hoid196K签约run rate排除；Maestro九个月3M累计收入与Afore875K到3.1M ARR作为不同历史披露保留，不相互当验证或按相近金额合并。",
"evidenceIds": [
"SR007F4-HOID-SR",
"SR007F4-KAIRO-HOME",
"SR007F4-KEYTHORN-SR",
"SR007F4-KEYTHORN-HOME",
"SR007F4-MAESTRO-SR",
"SR007F4-MAESTRO-AFORE",
"SR007F4-MAESTRO-HOME",
"SR007F4-MAESTRO-TERMS"
],
"handling": "ARR缺年份/精确业务日、币种及旅行净经常性；会员费/佣金/采购额、积分价值和人工拆分，前事业ARR/客户避免损失/保费总额均不作本公司ARR。第三方投资方页非审计，不据口径差异推造假。"
},
{
"id": "SR007F4-R-KIRA",
"type": "工业软件控制与AI主营缺项",
"company": "KIRA",
"scope": "excluded-candidate",
"summary": "2026成立自报已读，官网当前工业水处理硬件/软件控制，未明确AI任务，转pending-ai。",
"evidenceIds": [
"SR007F4-KIRA-SR",
"SR007F4-KIRA-HOME"
],
"handling": "不能因服务AI数据中心或有软件定义标签纳AI公司；签约900K ARR/LOI保留证据，不设新公司收入。需核AI实际作用、硬件/服务与净费；只读商业描述。"
},
{
"id": "SR007F4-R-LEONIDAS",
"type": "AI客户行业与金融机构自身AI分开",
"company": "Leonidas",
"scope": "excluded-candidate",
"summary": "2026成立自报已有，金融机构服务前沿产业，AI只属客户行业，官网early access未明自身AI任务，转pending-ai。",
"evidenceIds": [
"SR007F4-LEONIDAS-SR",
"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。"
}
],
"coverage": {
@@ -120198,7 +120673,7 @@
"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36关联（17复用、19本系列新增）、41成立/主体待核、2AI主营待核；本系列新补读22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。",
"complete": false,
"records": [
{
@@ -120708,12 +121183,15 @@
"url": "https://speedrun.a16z.com/companies/hoid",
"categoryId": "C02",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F4-HOID-SR",
"SR007F4-HOID-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": "投资方自报2026成立；独立登记及品牌/主体起点未核；按模型/硬件目标协商试点；live客户为投资方自述，实际合同/性能未核。财务/技术边界见证据。",
"companyId": "AI127"
},
{
"id": "SR007R-C33",
@@ -120736,12 +121214,18 @@
"url": "https://speedrun.a16z.com/companies/kairo",
"categoryId": "C04",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F4-KAIRO-SR",
"SR007F4-KAIRO-HOME",
"SR007F4-KAIRO-PRICE",
"SR007F4-KAIRO-PRIVACY",
"SR007F4-KAIRO-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": "投资方自报2026成立；独立登记及品牌/主体起点未核；官网演示/企业洽谈及年度服务说明，未实际运行检测。财务/技术边界见证据。",
"companyId": "AI128"
},
{
"id": "SR007R-C35",
@@ -120749,12 +121233,15 @@
"url": "https://speedrun.a16z.com/companies/keythorn",
"categoryId": "C07",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F4-KEYTHORN-SR",
"SR007F4-KEYTHORN-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": "投资方自报2026成立；独立登记及品牌/主体起点未核；技术评估/保险合作询价与候补，未核牌照、已生效保单或承保容量。财务/技术边界见证据。",
"companyId": "AI129"
},
{
"id": "SR007R-C36",
@@ -120762,12 +121249,14 @@
"url": "https://speedrun.a16z.com/companies/kira",
"categoryId": "C10",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "pending-ai",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F4-KIRA-SR",
"SR007F4-KIRA-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": "2026成立、3人、波士顿为投资方自报；官网为KIRA Systems Inc.工业水处理设备及软件控制，未明确AI主营。服务数据中心/软件定义不自动归AI；原$900K contracted ARR及LOI不作已实现收入，转pending-ai。"
},
{
"id": "SR007R-C37",
@@ -120790,12 +121279,14 @@
"url": "https://speedrun.a16z.com/companies/leonidas",
"categoryId": "C07",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "pending-ai",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F4-LEONIDAS-SR",
"SR007F4-LEONIDAS-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": "2026成立、1人、伦敦为投资方自报；官网金融机构early access，AI只是所服务客户行业，自身AI主营未明，转pending-ai。创始人旧债务承销/政策规模非公司收入，未证牌照或产品交付。"
},
{
"id": "SR007R-C39",
@@ -120803,12 +121294,17 @@
"url": "https://speedrun.a16z.com/companies/maestro",
"categoryId": "C09",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F4-MAESTRO-SR",
"SR007F4-MAESTRO-AFORE",
"SR007F4-MAESTRO-HOME",
"SR007F4-MAESTRO-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": "投资方自报2026成立；独立登记及品牌/主体起点未核；投资方称实际会员/收入，官网介绍制人工专家和应用；合同净费/实际交付未独立核。财务/技术边界见证据。",
"companyId": "AI130"
},
{
"id": "SR007R-C40",
content/research/ai-companies.sources.json
+7 -6
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@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-3",
"version": "2026-11-01-sr007-followup-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。",
@@ -3040,8 +3040,8 @@
"speedrun.a16z.com"
],
"initialAccess": "见具体证据访问记录",
"boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记36关联（17复用、19本系列新增）/41主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。 再补Delightful/Embrasure/Fictional/Flip/Galileo/Harbor六家，训练环境与基础模型、Flow公开制品与托管候补、订阅与客户资产/意向/预计ARR、运维与算力净费分列，新增3排除/3采用，无可比收入。",
"nextCheck": "先补SR007剩余41条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。 Delightful预测归属/数据许可成本、Embrasure候补转付费和独立基准、Fictional主体沿革/付费分母、Flip补贴后净费/法人、Galileo合同授予和未来时间线、Harbor资源合同净额继续缺。",
"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。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
@@ -3078,11 +3078,12 @@
"role": "supplement",
"status": "targeted",
"hosts": [
"getlatka.com"
"getlatka.com",
"intros.afore.vc"
],
"initialAccess": "见具体证据访问记录",
"boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。",
"nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。",
"boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。",
"nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。 Maestro投资方ARR与累计收入、净会员费/旅行总额及顾问成本需对齐；不请求介绍。",
"limitation": "来源可读不等于声明已独立验证。"
}
]
content/research/ai-income-analysis.json
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr007-followup-3",
"sourceVersion": "2026-11-01-sr007-followup-4",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",