From 7e4f4fe3e61db26cd04478eae49897a144fb6842 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 00:37:13 +0800 Subject: [PATCH] research: separate enterprise workflows and speech model evidence --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 10 +- content/research/ai-companies.seed.json | 664 +++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 554 insertions(+), 130 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 81eff96..1e0df37 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1874); - assert.equal(research.observations.length, 237); + assert.equal(research.evidence.length, 1898); + assert.equal(research.observations.length, 240); 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 1d8b845..1e27b92 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1051); - assert.equal(initial.evidence.length, 1874); - assert.equal(initial.observations.length, 237); + assert.equal(initial.evidence.length, 1898); + assert.equal(initial.observations.length, 240); 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"); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); @@ -64,7 +64,7 @@ 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, 116); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 118); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -101,8 +101,8 @@ test("disclosure counts exclude client income, biographies, targets and duplicat 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, 59); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 9); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 60); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 10); 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/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 0f4ba95..4e7750a 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-enterprise-1", + "version": "2026-10-31-enterprise-2", "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": [ @@ -7179,31 +7179,34 @@ "id": "YC30659", "name": "Proliferate", "url": "https://www.ycombinator.com/companies/proliferate", - "cat": "C05", + "cat": "C04", "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：Do your life's work with agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为企业后台编码Agent提供沙箱、内部服务连接、事件触发及多人预览验证。", + "buyer": "企业软件工程团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "旧发布明确编码Agent，当前YC概述和官网仅称人与Agent协作、更多内容将发布；暂按最近具体交付归软件开发，现可用范围待核，未查开源代码或实际运行。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30659" + "YC-E-30659", + "ENTERPRISE2-CAT-YC30659", + "ENTERPRISE2-PROLIFERATE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为企业后台编码Agent提供沙箱、内部服务连接、事件触发及多人预览验证。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "Developer Tools", "SaaS", "B2B", "AI" - ] + ], + "businessModel": "后台编码Agent平台；托管、运行环境及实施费用待拆" }, { "id": "YC30660", @@ -7335,27 +7338,30 @@ "year": 2025, "team": 3, "location": "New York City, NY", - "business": "公司简介：Open networking and security for your workforce, AI agents, and infra", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供企业应用及基础设施的安全访问和身份策略，兼AI模型网关。", + "buyer": "企业IT及安全团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "保留企业IT；官网AI Gateway提供模型访问控制，但整体仍是网络安全平台，AI工作负载兼容不等全部营收来自AI。安装数、GitHub星数及客户引语不当付费人数或收入。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30665" + "YC-E-30665", + "ENTERPRISE2-CAT-YC30665", + "ENTERPRISE2-PANGOLIN-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：提供企业应用及基础设施的安全访问和身份策略，兼AI模型网关。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "Security", "Open Source", "Enterprise Software", "Networks" - ] + ], + "businessModel": "通用网络安全平台，兼AI访问网关；托管、许可、连接和用量待拆" }, { "id": "YC30666", @@ -7977,26 +7983,28 @@ "year": 2025, "team": 6, "location": "New York City, NY", - "business": "公司简介：Your always-on red team.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为企业测试人员与安全控制，复核风险并跟进修复及再测。", + "buyer": "企业安全及风险管理团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "保留企业安全；交付包含测试、修复和再测，不单按AI标签推纯软件毛利。未运行安全测试、核授权合同或核独立效果。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30696" + "YC-E-30696", + "ENTERPRISE2-CAT-YC30696" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为企业测试人员与安全控制，复核风险并跟进修复及再测。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "B2B", "Cybersecurity", "AI" - ] + ], + "businessModel": "企业安全测试软件或服务；平台、演练和专家人工费用待拆" }, { "id": "YC30697", @@ -8151,32 +8159,34 @@ "id": "YC30702", "name": "TwentyTwo", "url": "https://www.ycombinator.com/companies/twentytwo", - "cat": "C05", + "cat": "C07", "year": 2025, "team": 3, "location": "New York City, NY", - "business": "公司简介：AI infrastructure for biosecurity", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "构建面向生物安全及疫情防御的AI设施，具体产品范围待核。", + "buyer": "生物安全及防御机构，具体买家未核", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "从企业通用移生物安全行业，当前简介宽泛，不把防御愿景当已部署能力。旧Mohi Agent调试工具属于旧发布，不拼接为同一技术成绩。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30702" + "YC-E-30702", + "ENTERPRISE2-CAT-YC30702" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：构建面向生物安全及疫情防御的AI设施，具体产品范围待核。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "Synthetic Biology", "Biotech", "Compliance", "Security", "AI" - ] + ], + "businessModel": "防御领域软件或研究服务；产品、采购和收费模式待核" }, { "id": "YC30703", @@ -9084,27 +9094,29 @@ "year": 2025, "team": null, "location": "New York City, NY", - "business": "公司简介：Agentic Business Intelligence", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "分析企业数据并生成业务洞察及可视化。", + "buyer": "企业分析与运营团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "保留通用BI；旧消费者语音产品与未来硬件计划分开，不把硬件愿景当现成设备。原Team Size零是目录快照，不推公司无人或已倒闭。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30748" + "YC-E-30748", + "ENTERPRISE2-CAT-YC30748" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：分析企业数据并生成业务洞察及可视化。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "Generative AI", "Analytics", "Big Data", "AI" - ] + ], + "businessModel": "商业智能软件；数据连接、用量、席位与服务费待拆" }, { "id": "YC30749", @@ -9254,56 +9266,61 @@ "id": "YC30763", "name": "Rebulk", "url": "https://www.ycombinator.com/companies/rebulk", - "cat": "C05", + "cat": "C07", "year": 2025, "team": 3, "location": "Olathe, KS", - "business": "公司简介：AI-native software for managing rail and bulk operations.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "管理铁路、转运及散装货物的车辆、库存、维护、单据和计费运营。", + "buyer": "铁路转运、散装物流及设施运营商", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移行业运营；旧无人机/摄像库存测量与现铁路运营软件分期。列名客户为公司自述，未独立核合同，客户运输及货物价值不等Rebulk收入。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30763" + "YC-E-30763", + "ENTERPRISE2-CAT-YC30763" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：管理铁路、转运及散装货物的车辆、库存、维护、单据和计费运营。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "Logistics", "Supply Chain", "AI", "Industrial" - ] + ], + "businessModel": "行业运营软件与部署；站点、车辆、数据及服务费待拆" }, { "id": "YC30765", "name": "Pollen", "url": "https://www.ycombinator.com/companies/pollen", - "cat": "C05", + "cat": "C07", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：AI employees trained on your firm's workflows.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将金融专业机构的文档与既有流程转为可追溯的自动化工作成果，关键判断由人审批。", + "buyer": "财富管理、税务会计、基金、保险及借贷专业机构", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "YC当前描述很短，官网明确金融专业工作，旧客户成功发布分开。示例家庭资产840万、输出匹配100%和99.2%置信度是演示或自述，不当公司收入或独立准确率。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30765" + "YC-E-30765", + "ENTERPRISE2-CAT-YC30765", + "ENTERPRISE2-POLLEN-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：将金融专业机构的文档与既有流程转为可追溯的自动化工作成果，关键判断由人审批。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", + "directoryTags": [], + "businessModel": "行业文档工作软件加FDE实施；流程配置、运行与人工服务费待拆" }, { "id": "YC30768", @@ -9736,26 +9753,47 @@ "id": "YC30802", "name": "Freya", "url": "https://www.ycombinator.com/companies/freya", - "cat": "C05", + "cat": "C06", "year": 2025, "team": 14, "location": "Istanbul, Turkey", - "business": "公司简介：Voice AI for Enterprises", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为企业部署语音Agent，兼提供自研语音合成模型及模型API。", + "buyer": "企业电话运营及受监管行业部署团队，兼模型开发者", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "按实际企业语音部署暂归客户运营，模型材料单列技术证据。小型土耳其语模型开放材料不等Adam V1、large模型权重或跨语言成绩；首页排名未在独立榜单核验。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30802" + "YC-E-30802", + "ENTERPRISE2-CAT-YC30802", + "ENTERPRISE2-FREYA-HOME", + "ENTERPRISE2-FREYA-PRICE", + "ENTERPRISE2-FREYA-MODEL", + "ENTERPRISE2-FREYA-FILES", + "ENTERPRISE2-FREYA-INFER", + "ENTERPRISE2-FREYA-LICENSE" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为企业部署语音Agent，兼提供自研语音合成模型及模型API。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", + "directoryTags": [], + "businessModel": "语音运营软件加模型与工程部署；通话量、模型、集成、硬件和FDE费用待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "YC与官网语音产品及官方模型仓库相互关联；法律主体、全部签约实体与合并范围未核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "已读官方模型卡、权重文件目录、infer.py与Apache 2.0许可，仅确认公开材料可访问；未下载/运行或试听，未核首页榜单，不把small当Adam V1/large。", + "evidenceIds": [ + "ENTERPRISE2-FREYA-MODEL", + "ENTERPRISE2-FREYA-FILES", + "ENTERPRISE2-FREYA-INFER", + "ENTERPRISE2-FREYA-LICENSE" + ] + } }, { "id": "YC30804", @@ -10632,31 +10670,33 @@ "id": "YC30877", "name": "Trelium", "url": "https://www.ycombinator.com/companies/trelium", - "cat": "C05", + "cat": "C07", "year": 2025, "team": 11, "location": "San Francisco", - "business": "公司简介：AI Agents for Enterprise Wide Operations", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为印刷、商品及服装分销供应业务处理订单、采购、发票匹配和状态跟进。", + "buyer": "印刷、商品及服装分销商、供应商与装饰加工企业", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移行业运营，旧Questom入站销售与现Trelium后勤分开。创始人前SaaS 45k ARR不归Trelium；客户销售增幅、自动化比例及Paul演示非公司收入。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30877" + "YC-E-30877", + "ENTERPRISE2-CAT-YC30877" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为印刷、商品及服装分销供应业务处理订单、采购、发票匹配和状态跟进。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "B2B", "Workflow Automation", "Enterprise Software", "AI" - ] + ], + "businessModel": "行业后勤自动化软件；订单、工作流、集成及实施费待拆" }, { "id": "YC30878", @@ -10909,26 +10949,28 @@ "id": "YC30891", "name": "SF Tensor", "url": "https://www.ycombinator.com/companies/sf-tensor", - "cat": "C05", + "cat": "C02", "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Infrastructure for AI labs to focus on research.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为模型训练选择跨云GPU、处理抢占中断，并优化适配不同硬件的训练内核。", + "buyer": "模型训练与研究团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移算力及模型基础设施；降低80%成本、击败手调内核为自述，未复测。客户云支出、训练数千GPU及CUDA竞争愿景不是SF Tensor收入或已拥有算力。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30891" + "YC-E-30891", + "ENTERPRISE2-CAT-YC30891" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为模型训练选择跨云GPU、处理抢占中断，并优化适配不同硬件的训练内核。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", + "directoryTags": [], + "businessModel": "训练算力托管和优化平台；GPU转售、调度、优化服务与净费待拆" }, { "id": "YC30894", @@ -11238,32 +11280,34 @@ "id": "YC30913", "name": "Captain", "url": "https://www.ycombinator.com/companies/captain", - "cat": "C05", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Self-tuning search for products and files", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "同步多源产品和文件数据，通过托管API提供调优搜索及检索。", + "buyer": "构建产品搜索和AI检索的开发团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移Agent检索设施；78%到97%为公司自测概述，未见本轮独立复测，不能当可横比技术排名。客户监管场景不等已获合规认证。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30913" + "YC-E-30913", + "ENTERPRISE2-CAT-YC30913" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：同步多源产品和文件数据，通过托管API提供调优搜索及检索。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "B2B", "API", "Data Engineering", "Search", "Infrastructure" - ] + ], + "businessModel": "托管检索API；索引、存储、查询及调优服务收费待拆" }, { "id": "YC30915", @@ -11299,30 +11343,32 @@ "id": "YC30916", "name": "Rovr", "url": "https://www.ycombinator.com/companies/rovr", - "cat": "C05", + "cat": "C04", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：AI FDE Engine that runs your engineering workflows", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为工程团队处理需求入口、分流、负责人分配及基础设施事件协作。", + "buyer": "平台工程及软件工程运营团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移软件工程运营，未描述直接生成代码。YC标Inactive，法律及实际停业状态待核；不把AI FDE称呼当已有人力或服务合同。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "YC当前标为Inactive；法律及实际经营状态未独立核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30916" + "YC-E-30916", + "ENTERPRISE2-CAT-YC30916" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为工程团队处理需求入口、分流、负责人分配及基础设施事件协作。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "Developer Tools", "B2B", "AI" - ] + ], + "businessModel": "工程运营软件；席位、请求、连接及部署费用待拆" }, { "id": "YC30917", @@ -11390,29 +11436,31 @@ "id": "YC30919", "name": "Codyco", "url": "https://www.ycombinator.com/companies/codyco", - "cat": "C05", + "cat": "C06", "year": 2025, "team": 4, "location": "Germany", - "business": "公司简介：The AI Reservation Team for Hotel Groups", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "承接酒店漏接电话，将客人预订写入酒店PMS。", + "buyer": "酒店集团及预订运营团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移客户运营；当前简介€5000新增预订为酒店成果，旧发布写$5000，币种差异保留，不换算或合并。53房和7酒店集团分别是客户规模/采用自述，非公司团队或收入。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30919" + "YC-E-30919", + "ENTERPRISE2-CAT-YC30919" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：承接酒店漏接电话，将客人预订写入酒店PMS。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "AI", "Conversational AI" - ] + ], + "businessModel": "酒店预订客户运营软件；电话、预订、集成及人工升级收费待拆" }, { "id": "YC30920", @@ -11745,31 +11793,33 @@ "id": "YC30938", "name": "Imagine AI", "url": "https://www.ycombinator.com/companies/imagine-ai", - "cat": "C05", + "cat": "C06", "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：We reverse engineer B2B growth, starting with LinkedIn.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为B2B团队生成及安排LinkedIn内容与图形，将互动关联到销售管线。", + "buyer": "B2B增长、营销及企业高管团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移营销运营；4000万当前及旧3100万/1000万均为客户成果，不归Imagine收入。旧每客户专属Content Engineer与新Agent方向分期，不按纯SaaS估毛利；付费客户数无单价不推MRR。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30938" + "YC-E-30938", + "ENTERPRISE2-CAT-YC30938" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为B2B团队生成及安排LinkedIn内容与图形，将互动关联到销售管线。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "B2B", "Sales", "Marketing", "AI" - ] + ], + "businessModel": "营销Agent与内容服务；软件费、专属Content Engineer和人工审核待拆" }, { "id": "YC30942", @@ -12202,29 +12252,31 @@ "id": "YC30967", "name": "Perseus", "url": "https://www.ycombinator.com/companies/perseus", - "cat": "C05", + "cat": "C04", "year": 2025, "team": 4, "location": "Bengaluru, India", - "business": "公司简介：Applied Lab focused on Search in Latent Spaces.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为编码Agent并行检索代码文件、符号及依赖，选择修改前的代码上下文。", + "buyer": "编码Agent开发及软件工程团队", + "delivery": "已读YC当前主营及相关发布节选；部分另核官网及Freya公开模型材料。实际合同及财务待核。", + "notes": "移软件开发；当前首产品是代码上下文，旧Mantle后勤自动化分开。不据Applied Lab归基础模型，Mythos/Opus能力比喻未在相同基准复测。 原成立年和团队仍为YC发现快照；新旧产品分开，不由转型推新公司成立。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30967" + "YC-E-30967", + "ENTERPRISE2-CAT-YC30967" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为编码Agent并行检索代码文件、符号及依赖，选择修改前的代码上下文。 按买家及具体交付分类；官网差异和旧业务分期，模式与主体边界待核。", "directoryTags": [ "Genetic Engineering", "AI" - ] + ], + "businessModel": "代码检索与上下文软件；查询、代码索引、模型及部署费待拆" }, { "id": "YC30969", @@ -34544,6 +34596,51 @@ "reason": "GMV不等平台收入或ARR；未核佣金、退款和确认政策，不由交易额反推收费，不与公司经常性收入混比", "bound": ">", "comparisonGroup": null + }, + { + "id": "ENTERPRISE2-O-CODYCO", + "company": "YC30919", + "name": "Codyco", + "kind": "酒店新增预订自述", + "value": 5000, + "unit": "EUR", + "timing": "当前YC简介称四周；经营截至日未给", + "scope": "客户53房酒店新增预订，非平台收入", + "selection": "excluded", + "reason": "当前€5000与旧2025-10-19发布$5000币种不同；不换算、不归公司收入、不推佣金或MRR", + "bound": "=", + "comparisonGroup": null, + "evidence": "ENTERPRISE2-CAT-YC30919" + }, + { + "id": "ENTERPRISE2-O-IMAGINE", + "company": "YC30938", + "name": "Imagine AI", + "kind": "客户归因收入自述", + "value": 40000000, + "unit": "原文$，币种待核", + "timing": "当前YC简介，准确累计经营期间未给", + "scope": "客户营销归因收入，非Imagine自身收入", + "selection": "excluded", + "reason": "旧发布1000万/3100万均称客户成果，不能合并为公司收入；付费客户数没有合同单价，不推MRR或ARR", + "bound": "=", + "comparisonGroup": null, + "evidence": "ENTERPRISE2-CAT-YC30938" + }, + { + "id": "ENTERPRISE2-O-TRELIUM", + "company": "YC30877", + "name": "Trelium", + "kind": "创始人前项目ARR", + "value": 45000, + "unit": "原文$，币种待核", + "timing": "2025-11-10旧发布中的个人经历；前项目截至日未给", + "scope": "创始人此前SaaS项目，非Trelium当前业务", + "selection": "excluded", + "reason": "前项目ARR及创始人75年家族批发企业经历均不归当前公司，不推自身ARR或规模", + "bound": "=", + "comparisonGroup": null, + "evidence": "ENTERPRISE2-CAT-YC30877" } ], "evidence": [ @@ -55160,6 +55257,270 @@ "kind": "公司官方资料", "summary": "官网现面向飞机维修和MRO，Holocron连接维修/工程系统、ERP及OEM资料，Agent起草工作包与处理文件，工程师审核签字后写回系统；与YC通用Company OS定位有时间差。", "limitation": "官网当前定位优先于旧发布；无精确转型日期、合同和收入。100倍与合规标志未独立核；2027会展属于未来安排，不当已交付或客户收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30659", + "companyId": "YC30659", + "title": "Proliferate当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/proliferate", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为企业后台编码Agent提供沙箱、内部服务连接、事件触发及多人预览验证。 旧发布明确编码Agent，当前YC概述和官网仅称人与Agent协作、更多内容将发布；暂按最近具体交付归软件开发，现可用范围待核，未查开源代码或实际运行。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30665", + "companyId": "YC30665", + "title": "Pangolin当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/pangolin", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "提供企业应用及基础设施的安全访问和身份策略，兼AI模型网关。 保留企业IT；官网AI Gateway提供模型访问控制，但整体仍是网络安全平台，AI工作负载兼容不等全部营收来自AI。安装数、GitHub星数及客户引语不当付费人数或收入。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30696", + "companyId": "YC30696", + "title": "GhostEye当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/ghosteye", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为企业测试人员与安全控制，复核风险并跟进修复及再测。 保留企业安全；交付包含测试、修复和再测，不单按AI标签推纯软件毛利。未运行安全测试、核授权合同或核独立效果。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30702", + "companyId": "YC30702", + "title": "TwentyTwo当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/twentytwo", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "构建面向生物安全及疫情防御的AI设施，具体产品范围待核。 从企业通用移生物安全行业，当前简介宽泛，不把防御愿景当已部署能力。旧Mohi Agent调试工具属于旧发布，不拼接为同一技术成绩。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30748", + "companyId": "YC30748", + "title": "Pleom当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/pleom", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "分析企业数据并生成业务洞察及可视化。 保留通用BI；旧消费者语音产品与未来硬件计划分开，不把硬件愿景当现成设备。原Team Size零是目录快照，不推公司无人或已倒闭。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30763", + "companyId": "YC30763", + "title": "Rebulk当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/rebulk", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "管理铁路、转运及散装货物的车辆、库存、维护、单据和计费运营。 移行业运营；旧无人机/摄像库存测量与现铁路运营软件分期。列名客户为公司自述，未独立核合同，客户运输及货物价值不等Rebulk收入。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30765", + "companyId": "YC30765", + "title": "Pollen当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/pollen", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "将金融专业机构的文档与既有流程转为可追溯的自动化工作成果，关键判断由人审批。 YC当前描述很短，官网明确金融专业工作，旧客户成功发布分开。示例家庭资产840万、输出匹配100%和99.2%置信度是演示或自述，不当公司收入或独立准确率。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30802", + "companyId": "YC30802", + "title": "Freya当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/freya", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为企业部署语音Agent，兼提供自研语音合成模型及模型API。 按实际企业语音部署暂归客户运营，模型材料单列技术证据。小型土耳其语模型开放材料不等Adam V1、large模型权重或跨语言成绩；首页排名未在独立榜单核验。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30877", + "companyId": "YC30877", + "title": "Trelium当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/trelium", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为印刷、商品及服装分销供应业务处理订单、采购、发票匹配和状态跟进。 移行业运营，旧Questom入站销售与现Trelium后勤分开。创始人前SaaS 45k ARR不归Trelium；客户销售增幅、自动化比例及Paul演示非公司收入。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30891", + "companyId": "YC30891", + "title": "SF Tensor当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/sf-tensor", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为模型训练选择跨云GPU、处理抢占中断，并优化适配不同硬件的训练内核。 移算力及模型基础设施；降低80%成本、击败手调内核为自述，未复测。客户云支出、训练数千GPU及CUDA竞争愿景不是SF Tensor收入或已拥有算力。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30913", + "companyId": "YC30913", + "title": "Captain当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/captain", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "同步多源产品和文件数据，通过托管API提供调优搜索及检索。 移Agent检索设施；78%到97%为公司自测概述，未见本轮独立复测，不能当可横比技术排名。客户监管场景不等已获合规认证。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30916", + "companyId": "YC30916", + "title": "Rovr当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/rovr", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为工程团队处理需求入口、分流、负责人分配及基础设施事件协作。 移软件工程运营，未描述直接生成代码。YC标Inactive，法律及实际停业状态待核；不把AI FDE称呼当已有人力或服务合同。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30919", + "companyId": "YC30919", + "title": "Codyco当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/codyco", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "承接酒店漏接电话，将客人预订写入酒店PMS。 移客户运营；当前简介€5000新增预订为酒店成果，旧发布写$5000，币种差异保留，不换算或合并。53房和7酒店集团分别是客户规模/采用自述，非公司团队或收入。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30938", + "companyId": "YC30938", + "title": "Imagine AI当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/imagine-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为B2B团队生成及安排LinkedIn内容与图形，将互动关联到销售管线。 移营销运营；4000万当前及旧3100万/1000万均为客户成果，不归Imagine收入。旧每客户专属Content Engineer与新Agent方向分期，不按纯SaaS估毛利；付费客户数无单价不推MRR。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-CAT-YC30967", + "companyId": "YC30967", + "title": "Perseus当前交付与旧业务复核", + "url": "https://www.ycombinator.com/companies/perseus", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "YC官方页面中的公司自述复核", + "summary": "为编码Agent并行检索代码文件、符号及依赖，选择修改前的代码上下文。 移软件开发；当前首产品是代码上下文，旧Mantle后勤自动化分开。不据Applied Lab归基础模型，Mythos/Opus能力比喻未在相同基准复测。", + "limitation": "主营与相关发布节选不等财务或产品验证；旧业务收入、客户成果、广告/云预算和客户规模不归本公司收入。" + }, + { + "id": "ENTERPRISE2-PROLIFERATE-HOME", + "companyId": "YC30659", + "title": "Proliferate官网当前信息缺项", + "url": "https://proliferate.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网仅述小型旧金山团队探索人与AGI协作并称更多内容将发布，未列详细产品。", + "limitation": "暂按2026-02编码Agent发布具体交付分类，当前可用范围未获官网确认，不把官网简短当停业。" + }, + { + "id": "ENTERPRISE2-PANGOLIN-HOME", + "companyId": "YC30665", + "title": "Pangolin通用访问安全与AI网关", + "url": "https://pangolin.net/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网主体为开放网络安全平台，增加AI模型访问网关；列零信任访问、身份策略和Fossorial Inc.。", + "limitation": "AI工作负载不是全业务AI营收证据；23.3k星数、客户引语和版本号不当收入或独立性能验证，未运行代码。" + }, + { + "id": "ENTERPRISE2-POLLEN-HOME", + "companyId": "YC30765", + "title": "Pollen金融专业工作与FDE交付", + "url": "https://pollen.so/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网明确金融服务工作，覆盖财富、会计税务、基金、保险、借贷及家办，配置流程并在人判断点暂停，含FDE上线支持；页脚Daymi Inc.。", + "limitation": "示例家庭840万资产、100%匹配和置信度是页面示例，不是公司收入或独立准确率；主体、合同和实际自动化率未独立核。" + }, + { + "id": "ENTERPRISE2-FREYA-HOME", + "companyId": "YC30802", + "title": "Freya语音Agent及模型产品边界", + "url": "https://www.freyavoice.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官网主推Adam V1并列语音Agent与模型API，另提供FreyaTTS-small开源模型入口。", + "limitation": "自列2026-09-16听感榜未核外部榜单；Adam V1、large和small材料不混，不能从100美元活动推收入。" + }, + { + "id": "ENTERPRISE2-FREYA-PRICE", + "companyId": "YC30802", + "title": "Freya项目报价及成本组成", + "url": "https://www.freyavoice.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "按通话量、模型、集成、部署及FDE工程范围报价，含土耳其云或客户本地硬件及维护。", + "limitation": "无统一公开价目；项目收入可能含工程和硬件部署，报价不等实收或同质软件ARR，不从通话量推收入。" + }, + { + "id": "ENTERPRISE2-FREYA-MODEL", + "companyId": "YC30802", + "title": "FreyaTTS-small模型卡", + "url": "https://huggingface.co/freyavoice/Freya-TTS", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "官方模型卡描述183M土耳其语单目标说话人模型、冻结AudioVAE2潜空间、small开放与large商业闭源的区别。", + "limitation": "参数、WER/CER及硬件速度仍为作者报告，未复测；small不等首页Adam V1和large，不概括多语或克隆能力。" + }, + { + "id": "ENTERPRISE2-FREYA-FILES", + "companyId": "YC30802", + "title": "FreyaTTS权重文件目录", + "url": "https://huggingface.co/freyavoice/Freya-TTS/tree/main", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "公开目录可读，列config.json和733MB model.safetensors，页面显示d124e07。", + "limitation": "只确认文件目录可访问，未下载权重或核哈希/运行；main会变化，未取得完整固定提交。" + }, + { + "id": "ENTERPRISE2-FREYA-INFER", + "companyId": "YC30802", + "title": "FreyaTTS推理入口源码", + "url": "https://github.com/freyavoiceai/FreyaTTS/blob/main/infer.py", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "已读infer.py：从指定模型加载，接收文本、设备及步数，调用合成并保存音频。", + "limitation": "仅源码静态阅读，未安装、执行或试听；不证明训练过程、输出质量或生产吞吐。" + }, + { + "id": "ENTERPRISE2-FREYA-LICENSE", + "companyId": "YC30802", + "title": "FreyaTTS许可文件", + "url": "https://github.com/freyavoiceai/FreyaTTS/blob/main/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司官方资料", + "summary": "公开LICENSE可读，为Apache 2.0，署名2026 Freya Voice AI。", + "limitation": "许可文本与开放材料可访问不等所有数据权利、闭源模型许可或第三方依赖已完整审查。" } ], "reviews": [ @@ -58316,6 +58677,69 @@ "ENTERPRISE1-REBOLT-HOME" ], "handling": "保留原始发现、成立及团队审计；Golf前公司收入、Sim前产品用户、客户利润、广告预算/分成与愿景不计当前公司收入。此批无新增可比MRR或ARR，剩余C05及C07仍待逐项复核，不代表完整来源覆盖。" + }, + { + "id": "ENTERPRISE2-R-15", + "type": "企业应用第二批及收入归属复核", + "company": "原C05规则初分中的15家公司", + "scope": "companies", + "companyIds": [ + "YC30659", + "YC30665", + "YC30696", + "YC30702", + "YC30748", + "YC30763", + "YC30765", + "YC30877", + "YC30891", + "YC30913", + "YC30916", + "YC30919", + "YC30938", + "YC30967" + ], + "summary": "15项当前主营及相关发布已读，3项保留C05、12项按交付迁移；Pollen官网明确金融专业工作，Proliferate当前官网短信息保留缺项。Freya技术专项另列。", + "evidenceIds": [ + "ENTERPRISE2-CAT-YC30659", + "ENTERPRISE2-CAT-YC30665", + "ENTERPRISE2-CAT-YC30696", + "ENTERPRISE2-CAT-YC30702", + "ENTERPRISE2-CAT-YC30748", + "ENTERPRISE2-CAT-YC30763", + "ENTERPRISE2-CAT-YC30765", + "ENTERPRISE2-CAT-YC30877", + "ENTERPRISE2-CAT-YC30891", + "ENTERPRISE2-CAT-YC30913", + "ENTERPRISE2-CAT-YC30916", + "ENTERPRISE2-CAT-YC30919", + "ENTERPRISE2-CAT-YC30938", + "ENTERPRISE2-CAT-YC30967", + "ENTERPRISE2-PROLIFERATE-HOME", + "ENTERPRISE2-PANGOLIN-HOME", + "ENTERPRISE2-POLLEN-HOME" + ], + "handling": "Codyco预订与币种差异、Imagine客户归因收入、Trelium前项目ARR均排除自身收入；Rovr Inactive只标目录状态，原发现审计、成立及团队快照保留。" + }, + { + "id": "ENTERPRISE2-R-FREYA", + "type": "语音交付模式及公开技术材料复核", + "company": "Freya", + "scope": "companies", + "companyIds": [ + "YC30802" + ], + "summary": "从基础目录深化为公开技术材料个案，仍无可用公司收入；语音Agent项目交付与模型API并列，small模型卡/权重目录/源码/许可可读。", + "evidenceIds": [ + "ENTERPRISE2-CAT-YC30802", + "ENTERPRISE2-FREYA-HOME", + "ENTERPRISE2-FREYA-PRICE", + "ENTERPRISE2-FREYA-MODEL", + "ENTERPRISE2-FREYA-FILES", + "ENTERPRISE2-FREYA-INFER", + "ENTERPRISE2-FREYA-LICENSE" + ], + "handling": "保留C06企业语音运营及模型第二业务，不按首页研究宣传推全公司基础模型。未运行模型、核首页独立榜单或评测，small与Adam V1/large分开；通话、FDE、部署和硬件成本不混作同质SaaS。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index cb253e2..620c144 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-2", + "version": "2026-10-31-3", "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。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "原新增目录31条深化为个案并保留来源；当前基础项408条主营分类人工复核。本轮原C05首批15项：5项暂留通用工作、10项按现交付迁移，Rebolt官网已转航空维修而YC仍为Company OS；Percival标Inactive，短简介和旧发布差异保留。无新增可比收入。C05尚余74项规则初分、C07及其他非人工资料仍待核；主体、财务及技术逐项推进，不把主营复核当完整来源覆盖。", + "nextCheck": "原新增目录32条深化为个案并保留来源；基础项422条主营人工复核。原C05累计30项已复核，8项暂留通用、22项迁移。Pollen现金融专业工作、Freya项目交付/模型材料双线及Rovr Inactive另记；Codyco酒店预订、Imagine客户归因收入、Trelium前项目ARR排除。原C05尚余59项规则初分；C07及其他非人工资料、主体、技术与财务仍待核，不把分类或公开材料可访问当完整覆盖或独立评测。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f4a39d7..56905d8 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-enterprise-1", + "sourceVersion": "2026-10-31-enterprise-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",