diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 52f6126..ad51fa2 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, 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); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 7d0f7c0..63d8d5c 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 8db9b36..8fadb7c 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-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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 1b449b2..eaab6dd 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-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。" } ] diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 6914739..42cf75b 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-3", + "sourceVersion": "2026-11-01-sr007-followup-4", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",