research: audit 2026 space roster and delivery evidence

2026-10-31 20:33:14 +08:00
parent 91d4734763
commit 7fc6742129
5 changed files with 650 additions and 28 deletions
@@ -182,9 +182,9 @@ async function main() {
  assert.equal(researchResponse.status, 200, "authenticated research API");
  assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
  const research = await researchResponse.json();
-  assert.equal(research.companies.length, 1180);
+  assert.equal(research.companies.length, 1182);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4214);
+  assert.equal(research.evidence.length, 4240);
  assert.equal(research.observations.length, 453);
  assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
  const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
@@ -47,8 +47,8 @@ test("research revisions share the authentication database and preserve replay l
    for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
    assert.equal(consumeCode(config, "invalid"), "limited");
    const initial = readResearchSnapshot();
-    assert.equal(initial.companies.length, 1180);
-    assert.equal(initial.evidence.length, 4214);
+    assert.equal(initial.companies.length, 1182);
+    assert.equal(initial.evidence.length, 4240);
    assert.equal(initial.observations.length, 453);
    assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
    assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
@@ -89,7 +89,7 @@ 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, 198);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 85);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 87);
  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
  const review = snapshot.reviews.find((r) => r.id === "R4")!;
  assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -109,11 +109,11 @@ 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), 1180);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1182);
  assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
  assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
  assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1101);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1103);
  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"));
@@ -148,7 +148,7 @@ 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, 165);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 167);
  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 24);
  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
  assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -430,7 +430,7 @@ 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, 113);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 115);
 });

 test("product pivots and founder histories do not become new company years or current revenue", () => {
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-tc26-energy-1",
+  "version": "2026-10-31-tc26-space-1",
  "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": [
@@ -36925,6 +36925,84 @@
          "TC26ED-YNOVA-UNIVERSITY"
        ]
      }
+    },
+    {
+      "id": "TC-SYMPHONY-SPACE",
+      "name": "Symphony Space",
+      "url": "https://www.symphony-space.com",
+      "channel": "S02",
+      "cat": "C02",
+      "year": 2025,
+      "team": null,
+      "location": "Arlington, Virginia（公司自述）",
+      "business": "可重配模块化轨道基础设施及AI计算载荷托管规划。",
+      "buyer": "卫星/载荷运营商、计算/研究机构和政府任务客户",
+      "delivery": "当前工程开发与任务等候；Adagio轨道平台提供供电/热控/连接并规划载荷更换，首飞尚在未来。",
+      "notes": "同域公司2025自报，当前轨道模块托管/规划可升级AI计算基础设施暂C02；任务尚未飞，不把硬件托管自动当软件ARR。",
+      "cohort": "2025（同域公司自报；未独立登记）",
+      "teamBasis": "公司公开规模为范围、关联账户非精确员工，不取中点。",
+      "price": "无已核金额/币种，任务/托管与整合询价，不推定软件订阅。",
+      "stage": "公司自报开发中、首飞目标2028初（可变化），未证在轨交付或实际收入",
+      "sourceType": "竞赛发现及公司/创始人原始资料",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26SPACE-SYMPHONY-1",
+        "TC26SPACE-SYMPHONY-2",
+        "TC26SPACE-SYMPHONY-3"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "轨道硬件平台/载荷托管、任务及工程整合；可用于AI计算但不限AI，持续基础设施费与净软件订阅分开。",
+      "entityBasis": "原始公司同域/创始人对应，2025为公司自报；法律登记及旧项目沿革未全部核实。",
+      "classificationBasis": "人工复核：同域公司2025自报，当前轨道模块托管/规划可升级AI计算基础设施暂C02；任务尚未飞，不把硬件托管自动当软件ARR。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-31",
+        "summary": "公司署名架构/规模经济论述和规划渲染，未读在轨/独立可靠性测试；硬件首飞未完成，不继承其他公司模型训练成功。",
+        "evidenceIds": [
+          "TC26SPACE-SYMPHONY-1",
+          "TC26SPACE-SYMPHONY-2",
+          "TC26SPACE-SYMPHONY-3"
+        ]
+      }
+    },
+    {
+      "id": "TC-XORBITA",
+      "name": "xOrbita",
+      "url": "https://xorbita.com",
+      "channel": "S02",
+      "cat": "C07",
+      "year": 2025,
+      "team": null,
+      "location": "未核精确总部；公司自述/新闻稿为美国",
+      "business": "AI轨道碎片感知、卫星避碰/自主导航决策与机动规划。",
+      "buyer": "商业卫星运营商、政府研发/航天任务客户",
+      "delivery": "原始新闻稿描述传感星座/规划栈，当前创始帖强调自主导航和控制何时执行；官网访问正文缺。",
+      "notes": "公司自报2025，AI卫星避碰/自主决策暂C07；旧碎片感知星座与当前导航/操作授权方向分列，真实任务/价格/收入待核。",
+      "cohort": "2025（同域公司自报；未独立登记）",
+      "teamBasis": "公司公开规模为范围、关联账户非精确员工，不取中点。",
+      "price": "无已核金额/币种或经常许可合同。",
+      "stage": "早期开发及投资/加速机构支持自报，星座实际部署、独立产品测试/商业合同未核",
+      "sourceType": "竞赛发现及公司/创始人原始资料",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26SPACE-XORBITA-1",
+        "TC26SPACE-XORBITA-2",
+        "TC26SPACE-XORBITA-3"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "政府研发/自有传感器、碎片数据与商业自动避碰/决策软件；融资/研制和软件净费分开。",
+      "entityBasis": "原始公司同域/创始人对应，2025为公司自报；法律登记及旧项目沿革未全部核实。",
+      "classificationBasis": "人工复核：公司自报2025，AI卫星避碰/自主决策暂C07；旧碎片感知星座与当前导航/操作授权方向分列，真实任务/价格/收入待核。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-31",
+        "summary": "原始公司/创始人新闻稿的AI感知与规划声明，非独立产品测试；未验证星座完成、延迟/检测精度或实际自主飞行。",
+        "evidenceIds": [
+          "TC26SPACE-XORBITA-1",
+          "TC26SPACE-XORBITA-2",
+          "TC26SPACE-XORBITA-3"
+        ]
+      }
    }
  ],
  "observations": [
@@ -90398,6 +90476,292 @@
      "kind": "官方/公司自述：2026能源组原始资料复核",
      "summary": "同域公司自报2017、SolonOhio及11—50范围，固体氧化物发电/电解技术。",
      "limitation": "自述非独立注册；设备/装置服务/发电收入与软件费分开，专利/客户燃料成本降低不当ARR。"
+    },
+    {
+      "id": "TC26SPACE-ITSWARE-1",
+      "companyId": null,
+      "title": "ItsWare当前原始工厂追溯平台",
+      "url": "https://itsware.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "智能标签/软件连接工具、零件和制造过程，提供资产追溯及合规记录。",
+      "limitation": "案例/Logo非独立审计或测试，RFID机柜/安装与软件经常净费分开，客户月节约不是平台MRR。"
+    },
+    {
+      "id": "TC26SPACE-ITSWARE-2",
+      "companyId": null,
+      "title": "ItsWare原始公司成立年",
+      "url": "https://www.linkedin.com/company/itsware",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司自报2023及2—10范围，整合RFID/RTLS/Bluetooth供工厂系统及本地AI准确数据。",
+      "limitation": "公司自报非独立登记；9关联账户不当精确员工，本地AI数据支撑不等完整模型验证，航天分类不替实际工业交付。"
+    },
+    {
+      "id": "TC26SPACE-LOLA-1",
+      "companyId": null,
+      "title": "Lola原始SDK与芯片路线图",
+      "url": "https://lolavisionsystems.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "称LVS EdgeSDK可在现成NVIDIA/Qualcomm设备上使用，LVS250开发套件面向伙伴，量产目标2027。",
+      "limitation": "TOPS/功耗/安全合规为厂商声明未独立验证；芯片/SDK集成/许可与经常软件费分开，融资非ARR。"
+    },
+    {
+      "id": "TC26SPACE-LOLA-2",
+      "companyId": null,
+      "title": "Lola原始公司成立年",
+      "url": "https://www.linkedin.com/company/lolavisionsystems",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司自报2023、WashingtonDC及2—10范围，TayoAdesanya等AI硬件团队。",
+      "limitation": "自报非独立注册，其他媒体2024说法均范围前；现SDK/未来自研硅不重置成立，业内专家视频不当产品独立实测。"
+    },
+    {
+      "id": "TC26SPACE-LONGSHOT-1",
+      "companyId": null,
+      "title": "Longshot原始地面加速与测试服务",
+      "url": "http://www.longshotspace.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "官网原域转https根域，描述把发射系统留在地面的可复用加速基础设施及高超声测试。",
+      "limitation": "可用性/成本/目标性能非独立测试，不推已入轨或已售任务；硬件/试验服务/政府研发合同分开。"
+    },
+    {
+      "id": "TC26SPACE-LONGSHOT-2",
+      "companyId": null,
+      "title": "Longshot原始公司年",
+      "url": "https://www.linkedin.com/company/longshot-space-technologies-corporation",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司自报2020、Emeryville及11—50范围。",
+      "limitation": "公司自报非独立登记，AI应用或客户防务预算不当自身AI主营/软件ARR；融资不当产品收入。"
+    },
+    {
+      "id": "TC26SPACE-MODAL-1",
+      "companyId": null,
+      "title": "Modal原始电机与旧履历金额",
+      "url": "https://www.ModalMotors.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "官网描述美国制造高扭矩电机/混合驱动，列前OEM motor R&D 5000万美元、35年经验与专利。",
+      "limitation": "前研发预算/集体经验不作本公司营收/年限，第三方validated为厂商主张未读原报告；电机不自动AI。"
+    },
+    {
+      "id": "TC26SPACE-MODAL-2",
+      "companyId": null,
+      "title": "Modal原始公司年",
+      "url": "https://www.linkedin.com/company/modal-motors",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司自报2024及11—50范围，MichaelVanSteenburg团队。",
+      "limitation": "9关联账户非精确员工；公司自报非独立注册，电机销售/制造与净软件合同分开。"
+    },
+    {
+      "id": "TC26SPACE-PUBLIC-1",
+      "companyId": null,
+      "title": "PublicAccess原名单访问缺项",
+      "url": "http://pubacs.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "原名单域名网页工具不可访问；普通HTTP本环境也未成功。",
+      "limitation": "网络失败不等服务器停业/零收入；不混大量PublicAccess同名咨询或传媒。"
+    },
+    {
+      "id": "TC26SPACE-PUBLIC-2",
+      "companyId": null,
+      "title": "PublicAccess当前原始公司与业务变化",
+      "url": "https://www.linkedin.com/company/pubacs",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司页Sujit/KristiPal，当前标题AdvancingAerospaceManufacturing，旧缓存为affordablevertiports/airmobility，无Founded。",
+      "limitation": "1员工字段与2关联账户不取精确全职；品牌主体/旧业务与新制造沿革待核，数字孪生或认证术语不自动AI。"
+    },
+    {
+      "id": "TC26SPACE-PUBLIC-3",
+      "companyId": null,
+      "title": "PublicAccess创始人原始制造记录",
+      "url": "https://www.linkedin.com/posts/activity-7446889565522567168-S-h2",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "SujitPal原始帖子称钛wireDED认证瓶颈及CMMC经济问题论文获2026会议收录邀请。",
+      "limitation": "收录邀请非独立认证/合同/AI技术验证，供应商登记不当获授合同；前咨询/航空业务和制造/工程净费分开。"
+    },
+    {
+      "id": "TC26SPACE-ROCKET-1",
+      "companyId": null,
+      "title": "RocketFastDrones原域访问范围",
+      "url": "https://rocketfastdrones.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "网页工具仅返回标题，无可读正文，普通HTTP在当前环境未成功。",
+      "limitation": "不能断言停业/零收入；不执行飞控/连接无人机，性能与商业交付以原始公司自述另列。"
+    },
+    {
+      "id": "TC26SPACE-ROCKET-2",
+      "companyId": null,
+      "title": "RocketFastDrones原始公司年和运营者",
+      "url": "https://www.linkedin.com/company/rocket-fast-drones",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "公司自报2020及2—10范围，OuterLoopEngineeringPtyLtd tradingasRocketFastDrones；医疗物资VTOL和PX4嵌入式飞控。",
+      "limitation": "自报非独立登记，实习生飞行体验非独立系统性能测试；无人机销售/运输/集成与软件许可费分开。"
+    },
+    {
+      "id": "TC26SPACE-SATENLIGHT-1",
+      "companyId": null,
+      "title": "SatEnlight原始光通信与访问差异",
+      "url": "http://www.satenlight.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "原www域工具不可访问，satenlight.com根域可读，描述OAM多路光通信及团队。",
+      "limitation": "物理层光学/抗湍流不自动机器学习，无价格/合同；设备/通信容量/许可与软件净费分开。"
+    },
+    {
+      "id": "TC26SPACE-SATENLIGHT-2",
+      "companyId": null,
+      "title": "SatEnlight原始大学2024项目沿革",
+      "url": "https://lastatalenews.unimi.it/seed4innovation-linnovazione-piace-venture-capital",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "米兰大学2024-07-10原始新闻将SatenLIGHT列Galaxia投资项目，MarcoPotenza光学研究与当前公司团队关联。",
+      "limitation": "大学项目/投资不等精确公司注册年，但范围前已有项目；总投资额覆盖多个项目不继承本公司收入。"
+    },
+    {
+      "id": "TC26SPACE-SATENLIGHT-3",
+      "companyId": null,
+      "title": "SatEnlight原始公司身份与相对周年",
+      "url": "https://www.linkedin.com/company/satenlight",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司多通道光学通信，MatteoVismara/MatteoMirigliano等及2—10范围；有one-year-ago签署材料帖子。",
+      "limitation": "相对时间/抓取时间不能直接算精确成立；7关联账户非精确人数，研究/ESA参与不是独立产品性能核验。"
+    },
+    {
+      "id": "TC26SPACE-SATLYT-1",
+      "companyId": null,
+      "title": "Satlyt当前原始计算服务",
+      "url": "https://satlyt.ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "官网提供卫星软件入轨/网络/集成和实验室入口，称帮助轨道设备运行软件。",
+      "limitation": "NASA/Google等Logo不等付费合同，演示任务/在轨部署不直接证明规模收入；计算容量、集成与软件净费分开。"
+    },
+    {
+      "id": "TC26SPACE-SATLYT-2",
+      "companyId": null,
+      "title": "Satlyt原始公司年与验证范围",
+      "url": "https://www.linkedin.com/company/satlyt",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司自报2024、SanFrancisco及2—10范围；RamaAfullo自述在轨Gemma诊断/下传减少，未来50部署准备。",
+      "limitation": "客户案例及64%为厂商/合作描述，当前未读原独立报告不升级独立测试；融资/前SpaceXGoogleTesla收入不继承。"
+    },
+    {
+      "id": "TC26SPACE-SPACETIME-1",
+      "companyId": null,
+      "title": "SpaceTime原始交付与运营者",
+      "url": "https://www.spacetime-industries.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "页脚SpaceTimeSocialInc dbaSpaceTimeIndustries；SentinelOS界面/人工审批等available，配置资产工作流/边缘现场仍testing，更多空海陆配置planned，图片为参考渲染。",
+      "limitation": "不从配置图推已部署或全自主；付费试点为可提供服务流程，非已售合同，无定价金额；现场集成、硬件、监控人工/维修和软件净费需拆。"
+    },
+    {
+      "id": "TC26SPACE-SPACETIME-2",
+      "companyId": null,
+      "title": "SpaceTime原始公司缺年",
+      "url": "https://www.linkedin.com/company/spacetime-industries",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司2—10范围，HonorebelWalker/RaSunAllah，AI/软件/自动化关键基础设施响应，无Founded。",
+      "limitation": "公司描述非独立效果验证，旧SpaceTimeSocial与当前业务精确成立缺；自报托管响应不等纯订阅或已确认ARR。"
+    },
+    {
+      "id": "TC26SPACE-SYMPHONY-1",
+      "companyId": "TC-SYMPHONY-SPACE",
+      "title": "Symphony原始轨道平台与托管",
+      "url": "https://www.symphony-space.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "官网以模块化轨道平台降低任务接入成本，展示轨道服务/部署与团队。",
+      "limitation": "1.8T市场预测/政府数非自身收入，官网渲染/任务能力未独立验证，不混纽约同名演出机构。"
+    },
+    {
+      "id": "TC26SPACE-SYMPHONY-2",
+      "companyId": "TC-SYMPHONY-SPACE",
+      "title": "Symphony原始公司年与首飞目标",
+      "url": "https://www.linkedin.com/company/symphonyspace",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司自报2025、Arlington及2—10范围；MerryWalker团队，原始简介列首飞目标2028初。",
+      "limitation": "成立自报非独立登记；首飞计划非已实现任务，等候名单/机构合作非合同，具体时程可能变化不承诺如期交付。"
+    },
+    {
+      "id": "TC26SPACE-SYMPHONY-3",
+      "companyId": "TC-SYMPHONY-SPACE",
+      "title": "Symphony创始人原始AI算力托管定位",
+      "url": "https://www.symphony-space.com/updates/the-compute-crisis-is-coming-for-orbit-the-answer-isn-t-more-satellites-it-s-modularity",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "MerryWalker署名文章将Adagio定位可换载荷的轨道供电/热控/指向/连接平台，计算模块支持AI负载但不限于计算。",
+      "limitation": "为公司观点非独立工程验证，尚未证明数据中心规模经济；文中别家公司融资/估值/市场预测不入本公司收入，硬件托管与软件净费分开。"
+    },
+    {
+      "id": "TC26SPACE-XORBITA-1",
+      "companyId": "TC-XORBITA",
+      "title": "xOrbita原始网址访问缺项",
+      "url": "https://xorbita.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "原域网页工具无可读正文，www不可访问，普通HTTP在当前环境未成功。",
+      "limitation": "不当停业/零收入；当前业务以原始公司/创始声明另列，未执行卫星导航程序或访问任务系统。"
+    },
+    {
+      "id": "TC26SPACE-XORBITA-2",
+      "companyId": "TC-XORBITA",
+      "title": "xOrbita原始公司年与方向变化",
+      "url": "https://www.linkedin.com/company/xorbita",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "同域公司自报2025及11—50范围，MinhNguyen/JohnAvera团队；旧简介量子点光谱碎片传感，创始帖当前强调自主导航、机动规划和操作授权。",
+      "limitation": "7关联账户非精确人数，自报成立非独立登记；方向变化不是新公司，创业资助/投资非营收。"
+    },
+    {
+      "id": "TC26SPACE-XORBITA-3",
+      "companyId": "TC-XORBITA",
+      "title": "xOrbita原始创始人新闻稿",
+      "url": "https://aijourn.com/minh-nguyen-and-john-avera-co-founders-of-xorbita-on-building-the-newest-air-traffic-control-infrastructure-for-space/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026航天防务组原始资料复核",
+      "summary": "2025-12-11MarketersMEDIA新闻稿，由Minh/John描述AI在轨碎片感知及AnalyticalPlanningStack建议，计划政府研发与商业避碰形成循环。",
+      "limitation": "新闻稿非媒体独立技术/财务核验，部署措辞与研发阶段/当前方向分列，不称星座实测完成；政府研发/传感器与商业许可实际合同均待核。"
    }
  ],
  "reviews": [
@@ -97942,6 +98306,51 @@
        "TC26ENE-GINNO-1"
      ],
      "handling": "自动控制/相变/电化学、供电AI设备及多物理模型不自动机器学习；新应用/参赛不重置成立，原始缓存与直达失败分列。具名139登记/62待登记及Nunatak空锚待核，全部来源未完成。"
+    },
+    {
+      "id": "TC26SPACE-R-REVENUE",
+      "type": "轨道任务、硬件、研发与软件收入边界",
+      "company": "2026航天防务11项",
+      "scope": "dataset",
+      "summary": "工厂标签机柜、边缘SDK/芯片、地面加速测试、电机、钛件、VTOL运输、光通信、轨道硬件托管/集成及软件净费分开。",
+      "evidenceIds": [
+        "TC26SPACE-ITSWARE-1",
+        "TC26SPACE-LOLA-1",
+        "TC26SPACE-LONGSHOT-1",
+        "TC26SPACE-MODAL-1",
+        "TC26SPACE-PUBLIC-1",
+        "TC26SPACE-ROCKET-1",
+        "TC26SPACE-SATENLIGHT-1",
+        "TC26SPACE-SATLYT-1",
+        "TC26SPACE-SPACETIME-1",
+        "TC26SPACE-SYMPHONY-1",
+        "TC26SPACE-XORBITA-1",
+        "TC26SPACE-SYMPHONY-3",
+        "TC26SPACE-XORBITA-3"
+      ],
+      "handling": "无收入观测新增。前OEM5000万研发预算/客户省工、融资/资助/机构Logo/未来50部署/2027芯片量产/2028首飞和政府市场预算不作ARR；托管运营人工/维修、一次试点及研发合同与持续净软件收入分别核。"
+    },
+    {
+      "id": "TC26SPACE-R-ROSTER",
+      "type": "2026航天11项年份与开发阶段",
+      "company": "2026总入口具名201URL",
+      "scope": "dataset",
+      "summary": "ItsWare2023/Lola2023/Longshot2020/Modal2024/Rocket2020/Satlyt2024及SatEnlight2024旧项目暂范围外；Symphony/xOrbita2025关联，PublicAccess与SpaceTime主体年份缺。",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26SPACE-ITSWARE-2",
+        "TC26SPACE-LOLA-2",
+        "TC26SPACE-LONGSHOT-2",
+        "TC26SPACE-MODAL-2",
+        "TC26SPACE-PUBLIC-2",
+        "TC26SPACE-ROCKET-2",
+        "TC26SPACE-SATENLIGHT-2",
+        "TC26SPACE-SATLYT-2",
+        "TC26SPACE-SPACETIME-2",
+        "TC26SPACE-SYMPHONY-2",
+        "TC26SPACE-XORBITA-2"
+      ],
+      "handling": "新闻稿/机构或厂商资料不当独立产品验证；原始域名失败/根域可读、旧航材/空中交通与当前业务分别记。量产/飞行/资产配置图/SDK路线图不能混已交付，网站参考渲染不作实物。具名150登记/51待登记及Nunatak空锚待核，全部来源未完成。"
    }
  ],
  "coverage": {
@@ -109060,6 +109469,187 @@
          ]
        }
      ]
+    },
+    {
+      "id": "TC-2026-battlefield-space-1",
+      "sourceId": "S02",
+      "url": "https://techcrunch.com/2026/08/20/the-2026-startup-battlefield-200-is-here-see-who-made-the-cut/",
+      "accessedAt": "2026-10-31",
+      "scope": "2026航天防务11原网址逐项核对：Symphony/xOrbita自报2025关联，7旧年/项目暂范围外，PublicAccess/SpaceTime2成立主体待核，无新增收入。具名150登记/51待登记。",
+      "complete": false,
+      "records": [
+        {
+          "id": "TC26-SPACE-ITSWARE",
+          "name": "ItsWare Inc",
+          "url": "https://itsware.com/",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "同域公司2023暂范围外，工厂追溯/合规数据暂C07；RFID/机柜与软件费拆分，客户省工不当ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-ITSWARE-1",
+            "TC26SPACE-ITSWARE-2"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-LOLA",
+          "name": "Lola Vision Systems",
+          "url": "https://lolavisionsystems.com/",
+          "categoryId": "C02",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "公司自报2023暂范围外，C02边缘推理SDK/规划芯片；当前现成硬件SDK与2027量产目标分列。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-LOLA-1",
+            "TC26SPACE-LOLA-2"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-LONGSHOT",
+          "name": "Longshot Space",
+          "url": "http://www.longshotspace.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "公司自报2020暂范围外，地面加速发射/高超音速测试基础设施归C10；设备/测试服务非软件ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-LONGSHOT-1",
+            "TC26SPACE-LONGSHOT-2"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-MODAL",
+          "name": "Modal Motors, Inc.",
+          "url": "https://www.ModalMotors.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "同域公司2024暂范围外，电机/发电机制造暂C10；前OEM研发5000万美元不是本公司营收。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-MODAL-1",
+            "TC26SPACE-MODAL-2"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-PUBLIC",
+          "name": "Public Access LLC",
+          "url": "http://pubacs.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "pending-year",
+          "note": "原域工具不可读，同域公司/创始人旧空中交通与当前航材制造沿革待核；无原始成立年，不按二手2025推定。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-PUBLIC-1",
+            "TC26SPACE-PUBLIC-2",
+            "TC26SPACE-PUBLIC-3"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-ROCKET",
+          "name": "Rocket Fast Drones",
+          "url": "https://rocketfastdrones.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "outside-cohort",
+          "note": "原始公司2020暂范围外，OuterLoopEngineeringPtyLtd品牌/VTOL物流硬件；飞控自动化不直接证明AI主营。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-ROCKET-1",
+            "TC26SPACE-ROCKET-2"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-SATENLIGHT",
+          "name": "SatEnlight",
+          "url": "http://www.satenlight.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "outside-cohort",
+          "note": "原始大学2024已项目投资/旧业务暂范围外，不称精确注册；光学/OAM通信不是自动AI，根域与www访问分列。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-SATENLIGHT-1",
+            "TC26SPACE-SATENLIGHT-2",
+            "TC26SPACE-SATENLIGHT-3"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-SATLYT",
+          "name": "Satlyt",
+          "url": "https://satlyt.ai",
+          "categoryId": "C02",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "同域公司2024暂范围外，卫星软件/在轨计算暂C02；50未来部署、合作Logo与旧雇主履历不当实际ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-SATLYT-1",
+            "TC26SPACE-SATLYT-2"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-SPACETIME",
+          "name": "Spacetime Industries",
+          "url": "https://www.spacetime-industries.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-year",
+          "note": "SpaceTimeSocialInc dbaSpaceTimeIndustries，成立及旧品牌沿革缺；当前软件/人工审批与测试/规划机器人配置分列，托管服务不全算SaaS。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-SPACETIME-1",
+            "TC26SPACE-SPACETIME-2"
+          ]
+        },
+        {
+          "id": "TC26-SPACE-SYMPHONY",
+          "name": "Symphony Space Inc",
+          "url": "https://www.symphony-space.com",
+          "categoryId": "C02",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "note": "同域公司2025自报，当前轨道模块托管/规划可升级AI计算基础设施暂C02；任务尚未飞，不把硬件托管自动当软件ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-SYMPHONY-1",
+            "TC26SPACE-SYMPHONY-2",
+            "TC26SPACE-SYMPHONY-3"
+          ],
+          "companyId": "TC-SYMPHONY-SPACE"
+        },
+        {
+          "id": "TC26-SPACE-XORBITA",
+          "name": "xOrbita Inc.",
+          "url": "https://xorbita.com",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "linked",
+          "note": "公司自报2025，AI卫星避碰/自主决策暂C07；旧碎片感知星座与当前导航/操作授权方向分列，真实任务/价格/收入待核。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26SPACE-XORBITA-1",
+            "TC26SPACE-XORBITA-2",
+            "TC26SPACE-XORBITA-3"
+          ],
+          "companyId": "TC-XORBITA"
+        }
+      ]
    }
  ],
  "directoryRechecks": [
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-tc26-energy-1",
+  "sourceVersion": "2026-10-31-tc26-space-1",
  "asOf": "2026-10-31",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",