From 812749823b004db1ecf72c31a1935ab8afc14b49 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 04:16:25 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E6=A0=B824=E9=A1=B9AI=E4=B8=8D?= =?UTF-8?q?=E6=98=8E=E5=80=99=E9=80=89=E5=B9=B6=E5=8C=BA=E5=88=86=E5=90=8C?= =?UTF-8?q?=E5=90=8D=E4=B8=BB=E4=BD=93=E4=B8=8E=E6=B5=81=E5=A4=B1=E6=94=B6?= =?UTF-8?q?=E5=85=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 63 +- content/research/ai-companies.seed.json | 2260 +++++++++++++++++++- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 2318 insertions(+), 17 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index fd74752..547858b 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, 1115); + assert.equal(research.companies.length, 1128); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3047); - assert.equal(research.observations.length, 413); + assert.equal(research.evidence.length, 3127); + assert.equal(research.observations.length, 426); 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 34832eb..df9d760 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,9 +23,9 @@ 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, 1115); - assert.equal(initial.evidence.length, 3047); - assert.equal(initial.observations.length, 413); + assert.equal(initial.companies.length, 1128); + assert.equal(initial.evidence.length, 3127); + assert.equal(initial.observations.length, 426); 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"); @@ -64,8 +64,8 @@ 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, 186); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 17); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 190); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 18); 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"]); @@ -85,11 +85,11 @@ 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), 1115); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 56); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1128); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 57); 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), 1038); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1050); 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")); @@ -124,8 +124,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 104); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 21); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 115); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 22); 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/); @@ -614,6 +614,49 @@ test("the fifth uncertain cohort separates dated ARR, service run rates, booking assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR5-"))); }); +test("the sixth uncertain cohort preserves namesakes, churn and historical robotics MRR", () => { + const snapshot = seed as ResearchSnapshot; + const batch = snapshot.candidateBatches!.find((b) => b.id === "YC-AI-UNCLEAR-6")!; + const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(120, 144); + assert.equal(batch.complete, false); + assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source)); + assert.equal(batch.records.filter((r) => r.status === "linked").length, 13); + assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 11); + const hera = snapshot.companies.find((c) => c.id === "YC32123")!; + const videoHera = snapshot.companies.find((c) => c.id === "AI025")!; + assert.equal(hera.cat, "C07"); + assert.equal(hera.year, 2026); + assert.equal(videoHera.cat, "C08"); + assert.equal(videoHera.year, 2025); + assert.notEqual(hera.url, videoHera.url, "same-name products with different YC pages must not be merged"); + for (const name of ["Aernata", "Maquoketa Research", "Fire Wallet", "Eden Robotics", "Edgerun"]) { + const row = batch.records.find((r) => r.name === name)!; + assert.equal(row.status, "pending-ai"); + assert.equal(row.companyId, undefined, "historical AI products, agent features and autonomous hardware need current-core evidence"); + } + const figures = snapshot.observations.filter((o) => o.id.startsWith("UNCLEAR6-")); + assert.equal(figures.length, 13); + const churn = figures.find((o) => o.id.endsWith("ARDENT-CHURN"))!; + assert.equal(churn.selection, "excluded"); + assert.equal(churn.metric, undefined, "lost ARR is not a positive current ARR observation"); + assert.equal(snapshot.companies.find((c) => c.id === "YC31475")!.revenueStatus, "unknown"); + const mrr = figures.find((o) => o.id.endsWith("AVEA-MRR"))!; + assert.equal(mrr.value, 18000); + assert.equal(mrr.metric, "mrr"); + assert.equal(mrr.selection, "historical"); + assert.match(mrr.unit, /无币种/); + assert.match(snapshot.companies.find((c) => c.id === "YC31530")!.notes, /Acquired/); + for (const suffix of ["PLAN0-PROJECTS-YC", "PLAN0-PROJECTS-LAUNCH", "SILMARIL-DAMAGE-YC", "SILMARIL-DAMAGE-CASE1", "SILMARIL-DAMAGE-CASE2", "EXPANSE-WASTE"]) { + assert.equal(figures.find((o) => o.id.endsWith(suffix))!.selection, "excluded"); + } + const openwork = snapshot.companies.find((c) => c.id === "YC31505")!; + assert.equal(openwork.technicalReview!.level, "public-artifact"); + assert.ok(openwork.technicalReview!.evidenceIds.includes("UNCLEAR6-31505-EE-LICENSE")); + assert.match(openwork.notes, /桌面MIT与ee目录/); + assert.ok(figures.every((o) => o.comparisonGroup === null)); + assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR6-"))); +}); + test("Chinese discovery entries preserve unread articles and use separate primary evidence", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; const batch = snapshot.candidateBatches!.find((b) => b.id === "JQ-2026-targeted-1")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index e00dbeb..d69d603 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-ai-unclear-5", + "version": "2026-10-31-ai-unclear-6", "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": [ @@ -34390,6 +34390,488 @@ "businessModel": "AI辅助预测市场；交易费用、做市风险和软件收入未拆", "entityBasis": "同一YC页及所链官网；法律注册、历史转型/新公司关系和收费主体须结合独立材料核", "classificationBasis": "人工复核：按当前主要AI任务与交付，软件、行业服务、代理制作、硬件及运行设施分开；原发现审计不变。" + }, + { + "id": "YC31460", + "name": "PLAN0 AI", + "url": "https://www.ycombinator.com/companies/plan0-ai", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 4, + "location": null, + "business": "从建筑图纸提取工程量、估算成本，并以机器学习提供成本情景分析。", + "buyer": "建筑开发商、投资人及总承包商", + "delivery": "YC当前300亿及5月发布200亿为平台所涉工程价值，不是营业收入；官网明确模拟演示，展示估价和节省也不是实际客户回款。", + "notes": "YC当前300亿及5月发布200亿为平台所涉工程价值，不是营业收入；官网明确模拟演示，展示估价和节省也不是实际客户回款。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31460-YC", + "UNCLEAR6-31460-LAUNCH1", + "UNCLEAR6-31460-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://plan0.ai/", + "businessModel": "建筑成本软件/项目服务；按项目与经常性费用待拆", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。" + }, + { + "id": "YC31475", + "name": "Ardent", + "url": "https://www.ycombinator.com/companies/ardent", + "channel": "S01", + "cat": "C03", + "year": 2025, + "team": 3, + "location": null, + "business": "向编码Agent提供按需隔离的Postgres数据库副本，测试迁移、回填及数据修改。", + "buyer": "使用编码Agent的数据及工程团队", + "delivery": "旧AI Data Engineer产品近200K ARR流失是失败/转型证据，不是当前数据库分支产品ARR，也不推当前零收入。6秒和隔离为厂商自述，未连接数据库或实测。", + "notes": "旧AI Data Engineer产品近200K ARR流失是失败/转型证据，不是当前数据库分支产品ARR，也不推当前零收入。6秒和隔离为厂商自述，未连接数据库或实测。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2025年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "官网Scale原文$250/月加计算/存储；含$100额度，Starter基础费0但用量另计；实际合同未知", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31475-YC", + "UNCLEAR6-31475-LAUNCH1", + "UNCLEAR6-31475-HOME", + "UNCLEAR6-31475-PRICE" + ], + "revenueStatus": "unknown", + "extraUrl": "https://tryardent.com", + "businessModel": "基础套餐加计算/存储计量，企业BYOC另议；云成本与软件费待拆", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "pricingEvidence": "UNCLEAR6-31475-PRICE", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "Postgres copy-on-write隔离分支与计量，未连接生产数据库或实测6秒/安全。", + "evidenceIds": [ + "UNCLEAR6-31475-HOME" + ] + } + }, + { + "id": "YC31478", + "name": "Silmaril", + "url": "https://www.ycombinator.com/companies/silmaril", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 2, + "location": null, + "business": "通过攻击探测、执行上下文分类器及再训练保护Agent运行。", + "buyer": "AI应用、Agent平台及安全团队", + "delivery": "YC2800万和官网6800万/2000万为估计避免损失，不是销售；比较基准、低延迟、漏洞案例和认证均未独立核验，示例执行轨迹不是本研究实际运行。", + "notes": "YC2800万和官网6800万/2000万为估计避免损失，不是销售；比较基准、低延迟、漏洞案例和认证均未独立核验，示例执行轨迹不是本研究实际运行。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31478-YC", + "UNCLEAR6-31478-LAUNCH1", + "UNCLEAR6-31478-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://silmaril.dev", + "businessModel": "Agent安全SDK/运行防护，托管与自托管；试点、定制及持续费待拆", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "上下文分类器、红队和再训练及延迟/比较指标仅厂商描述，未独立复现或运行。", + "evidenceIds": [ + "UNCLEAR6-31478-HOME" + ] + } + }, + { + "id": "YC31482", + "name": "Memory Store", + "url": "https://www.ycombinator.com/companies/memory-store", + "channel": "S01", + "cat": "C03", + "year": 2025, + "team": 4, + "location": null, + "business": "通过MCP为Agent提供共享公司记忆，并从协作工具生成团队简报和上下文。", + "buyer": "需要跨Agent共享知识的企业团队", + "delivery": "当前Memory Store官网跳转Mem Store，按成员150美元符号/月；页面示例简报不作真实客户业绩。Julep旧项目stars不迁入，法律主体与品牌迁移仍待核。", + "notes": "当前Memory Store官网跳转Mem Store，按成员150美元符号/月；页面示例简报不作真实客户业绩。Julep旧项目stars不迁入，法律主体与品牌迁移仍待核。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2025年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "官网原文$150/成员/月；实际付费和合同未知", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31482-YC", + "UNCLEAR6-31482-LAUNCH1", + "UNCLEAR6-31482-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://memory.store", + "businessModel": "按成员软件月费与实施接入；模型、存储和人工成本待核", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "pricingEvidence": "UNCLEAR6-31482-HOME", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "共享公司记忆MCP及团队简报，只读说明，未接入公司数据或验证检索/权限隔离。", + "evidenceIds": [ + "UNCLEAR6-31482-HOME" + ] + } + }, + { + "id": "YC31485", + "name": "ANORIA", + "url": "https://www.ycombinator.com/companies/anoria", + "channel": "S01", + "cat": "C09", + "year": 2026, + "team": 5, + "location": null, + "business": "以可穿戴设备采集音频/生物信号，通过SOMI模型推断情绪状态。", + "buyer": "创始人、创作者及个人用户", + "delivery": "5月仅少量早期原型用户，官网仍早期访问；情绪识别和150信号相关性为厂商主张，未取得独立心理/临床效度或成品交付证明，不按成熟健康产品估值。", + "notes": "5月仅少量早期原型用户，官网仍早期访问；情绪识别和150信号相关性为厂商主张，未取得独立心理/临床效度或成品交付证明，不按成熟健康产品估值。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31485-YC", + "UNCLEAR6-31485-LAUNCH1", + "UNCLEAR6-31485-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.anoria.com", + "businessModel": "个人硬件加软件服务；设备、订阅与数据采集成本未知", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "早期SOMI推断音频/生物状态主张；未取得独立情绪测量效度，未试戴。", + "evidenceIds": [ + "UNCLEAR6-31485-HOME" + ] + } + }, + { + "id": "YC31505", + "name": "OpenWork", + "url": "https://www.ycombinator.com/companies/openwork", + "channel": "S01", + "cat": "C05", + "year": 2026, + "team": 4, + "location": null, + "business": "提供桌面Agent工作区、共享技能和MCP连接，支持团队云端或自托管。", + "buyer": "企业知识工作者及IT管理团队", + "delivery": "README及许可可读；桌面MIT与ee目录受限许可分别保存，不能笼统称全栈MIT。下载/stars不是付费用户；计划中功能、厂商认证与实际运行未核。", + "notes": "README及许可可读；桌面MIT与ee目录受限许可分别保存，不能笼统称全栈MIT。下载/stars不是付费用户；计划中功能、厂商认证与实际运行未核。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "官网Team原文$10/人/月；可选云电脑$50/成员/月、推理$10/用户/月；企业另议", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31505-YC", + "UNCLEAR6-31505-LAUNCH1", + "UNCLEAR6-31505-HOME", + "UNCLEAR6-31505-PRICE", + "UNCLEAR6-31505-README", + "UNCLEAR6-31505-LICENSE", + "UNCLEAR6-31505-EE-LICENSE" + ], + "revenueStatus": "unknown", + "extraUrl": "https://openworklabs.com", + "businessModel": "免费MIT桌面入口，团队按席位及企业控制面订阅；云电脑/推理另收费", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "pricingEvidence": "UNCLEAR6-31505-PRICE", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "公开README及分目录许可可读；未运行/安装或验证模型、同步和安全功能。", + "evidenceIds": [ + "UNCLEAR6-31505-README", + "UNCLEAR6-31505-LICENSE", + "UNCLEAR6-31505-EE-LICENSE" + ] + } + }, + { + "id": "YC31516", + "name": "Expanse", + "url": "https://www.ycombinator.com/companies/expanse", + "channel": "S01", + "cat": "C02", + "year": 2025, + "team": 4, + "location": null, + "business": "利用代码、遥测和学习模型预测作业资源/失败风险并诊断集群任务。", + "buyer": "自有SLURM/Kubernetes集群的AI及HPC团队", + "delivery": "运行于现有调度器旁而非替代；官网800万月计算浪费是客户资源估计。页面示例参数明确illustrative，内部基准和数据不出网主张未独立验证。", + "notes": "运行于现有调度器旁而非替代；官网800万月计算浪费是客户资源估计。页面示例参数明确illustrative，内部基准和数据不出网主张未独立验证。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2025年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31516-YC", + "UNCLEAR6-31516-LAUNCH1", + "UNCLEAR6-31516-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://expanse.sh", + "businessModel": "部署于客户集群的预测/诊断软件及试点服务；收费和持续运维待核", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "集群代码/遥测学习预测，与调度器并行；示例和厂商内部基准不等独立测量。", + "evidenceIds": [ + "UNCLEAR6-31516-HOME" + ] + } + }, + { + "id": "YC31530", + "name": "Avea Robotics", + "url": "https://www.ycombinator.com/companies/avea-robotics", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 2, + "location": null, + "business": "提供遥操作、故障接管、监督自主及干预片段训练数据回流。", + "buyer": "部署自主机器人的机器人企业及运营团队", + "delivery": "YC当前Acquired；2026-06自述18k MRR及近30台机器人仅历史口径。当前官网仍可读不证明收购后的独立经营；软件/按量/托管人工拆分，100% uptime非独立测试。", + "notes": "YC当前Acquired；2026-06自述18k MRR及近30台机器人仅历史口径。当前官网仍可读不证明收购后的独立经营；软件/按量/托管人工拆分，100% uptime非独立测试。 法律主体、实际付费、确认收入和独立效果仍待核。 YC状态Acquired；收购日期/买方/交易/旧MRR持续性未核，不作存续独立公司的当前收入。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "Deploy原文$200/机器人/月加$0.90/遥操作小时；Scale可含托管操作员；实际合同未知", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31530-YC", + "UNCLEAR6-31530-LAUNCH1", + "UNCLEAR6-31530-LAUNCH2", + "UNCLEAR6-31530-HOME", + "UNCLEAR6-31530-PRICE" + ], + "revenueStatus": "self", + "extraUrl": "https://www.avearobotics.com", + "businessModel": "按机器月费加遥操作小时费，企业可含人工运营团队", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "pricingEvidence": "UNCLEAR6-31530-PRICE", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "客户自带自主软件，Sentinel供遥操作/接管与训练数据回流；不认定自研通用模型或100%uptime实证。", + "evidenceIds": [ + "UNCLEAR6-31530-HOME" + ] + } + }, + { + "id": "YC31547", + "name": "InstaBox", + "url": "https://www.ycombinator.com/companies/insforge-instacloud", + "channel": "S01", + "cat": "C03", + "year": 2025, + "team": 6, + "location": null, + "business": "为Agent提供持久Linux云VM及命令、文件、快照和浏览器接口。", + "buyer": "需要长时间运行Agent的开发与平台团队", + "delivery": "YC页保留旧InsForge后端平台发布，当前InstaBox文档SDK仍用insforge命名空间；品牌/法律连续待核，未因改名重复建公司。未安装CLI、开VM、执行安装示例或发起构建。", + "notes": "YC页保留旧InsForge后端平台发布，当前InstaBox文档SDK仍用insforge命名空间；品牌/法律连续待核，未因改名重复建公司。未安装CLI、开VM、执行安装示例或发起构建。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2025年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "官网Pro原文$20、Builder$100、Team$500/月加按秒资源/存储/流量；实际合同未知", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31547-YC", + "UNCLEAR6-31547-LAUNCH1", + "UNCLEAR6-31547-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://instabox.sh/", + "businessModel": "套餐加计算/内存/存储/流量计量；云资源、预付余额与软件净收入待拆", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "pricingEvidence": "UNCLEAR6-31547-HOME", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "持久microVM和Agent接口公开说明可读，未开VM、运行CLI、编译或验证隔离/性能。", + "evidenceIds": [ + "UNCLEAR6-31547-HOME" + ] + } + }, + { + "id": "YC31560", + "name": "Intelligence Factory", + "url": "https://www.ycombinator.com/companies/intelligence-factory", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 10, + "location": null, + "business": "用人类演示采集的视觉、动作和触觉训练可迁移的机器人操控模型。", + "buyer": "仓库、零售及数据中心机器人部署团队", + "delivery": "自有手套与数据采集、模型训练、硬件重定向及部署分开；40到99成功率是厂商目标/叙述，不当实测通用性能或已达商业规模。", + "notes": "自有手套与数据采集、模型训练、硬件重定向及部署分开；40到99成功率是厂商目标/叙述，不当实测通用性能或已达商业规模。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31560-YC", + "UNCLEAR6-31560-LAUNCH1", + "UNCLEAR6-31560-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://intelligence-factory.com", + "businessModel": "具身模型与数据采集工厂、硬件适配和部署；授权/服务/设备费待拆", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "人类示范数据/手套、模型及硬件迁移方案可读，40到99为厂商目标叙述，未验证。", + "evidenceIds": [ + "UNCLEAR6-31560-HOME" + ] + } + }, + { + "id": "YC31725", + "name": "Hickory & Company", + "url": "https://www.ycombinator.com/companies/hickory-and-company", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 3, + "location": null, + "business": "由Agent检索证据、草拟政策及完成合规案例初审，交人工决策。", + "buyer": "银行、金融科技及信用合作社的合规/BSA团队", + "delivery": "官网明确专家配置、团队复核和批准；10倍效率及独立模型验证/认证字样只是公司主张，本轮未取得审计报告或监管接受证明。", + "notes": "官网明确专家配置、团队复核和批准；10倍效率及独立模型验证/认证字样只是公司主张，本轮未取得审计报告或监管接受证明。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-31725-YC", + "UNCLEAR6-31725-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://hickory.co", + "businessModel": "行业软件与专家定制工作流；集成/维护及人工服务费待拆", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。" + }, + { + "id": "YC32123", + "name": "HERA", + "url": "https://www.ycombinator.com/companies/manufacturingintelligence", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 2, + "location": null, + "business": "用AI分析技术图纸/文件、审查变更并生成带来源引用的工程文稿。", + "buyer": "重工程及制造企业", + "delivery": "官方招聘正文明确AI平台及AI/LLM集成，支持当前主营；与AI025自然语言视频工具Hera为不同YC页/创始团队/官网，不复用ID。标准检查是辅助审查，仍需工程师确认。", + "notes": "官方招聘正文明确AI平台及AI/LLM集成，支持当前主营；与AI025自然语言视频工具Hera为不同YC页/创始团队/官网，不复用ID。标准检查是辅助审查，仍需工程师确认。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-32123-YC", + "UNCLEAR6-32123-LAUNCH1", + "UNCLEAR6-32123-HOME", + "UNCLEAR6-32123-PRODUCT", + "UNCLEAR6-32123-JOB" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.manufacturingintelligence.org", + "businessModel": "制造工程软件及流程集成；定价/人工工程复核待核", + "entityBasis": "YC manufacturingintelligence（2026，Meera Patel/Noelle So）、官网重定向HeraEngineering及GIM Corp页脚；与AI025 hera-video（2025，德国视频工具）分开，法律注册未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "招聘正文明确AI/LLM处理图纸，产品带来源供工程师复核；未测标准符合性、误报或正确率。", + "evidenceIds": [ + "UNCLEAR6-32123-HOME", + "UNCLEAR6-32123-JOB", + "UNCLEAR6-32123-PRODUCT" + ] + } + }, + { + "id": "YC32128", + "name": "Mass Magnetics", + "url": "https://www.ycombinator.com/companies/mass-magnetics", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 3, + "location": null, + "business": "用机器视觉和学习模型分选回收磁材，销售材料并建设磁体制造能力。", + "buyer": "电机、机器人及稀土磁材买家", + "delivery": "不是因为机器人客户入表，而是官网明确AI分选环节；合金销售、磁体预购与未来烧结产能分开。3分钟/60秒宣传工序及合规/性能未独立核，预购不作ARR。", + "notes": "不是因为机器人客户入表，而是官网明确AI分选环节；合金销售、磁体预购与未来烧结产能分开。3分钟/60秒宣传工序及合规/性能未独立核，预购不作ARR。 法律主体、实际付费、确认收入和独立效果仍待核。", + "cohort": "YC自述2026年成立；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，人数业务截止日未给", + "price": "未取得已履约合同及实际付费单价", + "stage": "公开资料；持续交付/商业成熟度待核", + "sourceType": "YC当前资料、历史发布及可读官方页面", + "evidenceIds": [ + "UNCLEAR6-32128-YC", + "UNCLEAR6-32128-LAUNCH1", + "UNCLEAR6-32128-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://massmagnetics.com/", + "businessModel": "实体材料/磁体销售及回收制造；设备、原料、能耗与存货成本待拆", + "entityBasis": "YC当前页及所链官网；法律注册、品牌迁移、转型和收购后的主体连续未独立核", + "classificationBasis": "人工复核：按当前AI任务及交付区分行业软件、Agent设施、具身/实体制造；历史AI业务不直接证明当前主营，原发现审计不改。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "官网明确训练视觉模型按磁材等级分选，未实测精度/制造性能或独立验证产能。", + "evidenceIds": [ + "UNCLEAR6-32128-HOME" + ] + } } ], "observations": [ @@ -40876,6 +41358,203 @@ "evidence": "UNCLEAR5-31345-LAUNCH1", "bound": ">", "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-PLAN0-PROJECTS-YC", + "company": "YC31460", + "name": "PLAN0 AI", + "kind": "平台涉及工程项目总价值", + "value": 30000000000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，无业务截止日", + "scope": "工程项目金额，非公司收取的费用", + "selection": "excluded", + "reason": "不能将平台工程金额作公司营收/ARR，也不与旧快照相加", + "evidence": "UNCLEAR6-31460-YC", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-PLAN0-PROJECTS-LAUNCH", + "company": "YC31460", + "name": "PLAN0 AI", + "kind": "历史平台工程项目总价值", + "value": 20000000000, + "unit": "原文$，币种待核", + "timing": "2026-05-13发布，业务截至日未给", + "scope": "平台项目总价值，非确认收入", + "selection": "excluded", + "reason": "保留旧时点200亿与当前300亿，不把项目总额增长当收入增长", + "evidence": "UNCLEAR6-31460-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-ARDENT-CHURN", + "company": "YC31475", + "name": "Ardent", + "kind": "旧AI数据工程产品流失的ARR数额", + "value": 200000, + "unit": "原文200K，无币种", + "timing": "2026-05-05发布，流失期间未给", + "scope": "旧产品流失金额，非现产品经常性收入", + "selection": "excluded", + "reason": "正数仅记录流失金额大小，不作正ARR/当前零收入，不能用于领域均值", + "evidence": "UNCLEAR6-31475-LAUNCH1", + "bound": "≈", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-SILMARIL-DAMAGE-YC", + "company": "YC31478", + "name": "Silmaril", + "kind": "自述客户避免损失", + "value": 28000000, + "unit": "原文$，币种待核", + "timing": "YC当前，估算期未给", + "scope": "估计防损，非客户付款", + "selection": "excluded", + "reason": "防损估计和销售收入不同，不进入ARR或与官网案例相加", + "evidence": "UNCLEAR6-31478-YC", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-SILMARIL-DAMAGE-CASE1", + "company": "YC31478", + "name": "Silmaril", + "kind": "官网客户案例估计避免损失", + "value": 68000000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，案例截至日未给", + "scope": "客户风险估计，可能与其他来源重叠", + "selection": "excluded", + "reason": "未独立核算的潜在损失，不是确认营收或独立验证，不加总", + "evidence": "UNCLEAR6-31478-HOME", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-SILMARIL-DAMAGE-CASE2", + "company": "YC31478", + "name": "Silmaril", + "kind": "官网客户案例估计避免损失", + "value": 20000000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，案例截至日未给", + "scope": "客户风险估计，可能与其他来源重叠", + "selection": "excluded", + "reason": "未独立核算的潜在损失，不是确认营收或独立验证，不加总", + "evidence": "UNCLEAR6-31478-HOME", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-SILMARIL-OLD-EMPLOYER", + "company": "YC31478", + "name": "Silmaril", + "kind": "创始人前雇主节省及新收入履历", + "value": 2200000000, + "unit": "原文$，币种待核", + "timing": "2026-04-13发布，旧工作期间未给", + "scope": "前雇主成果，非Silmaril自身收入", + "selection": "excluded", + "reason": "节省/增收混合且属于旧事业，不迁入公司ARR", + "evidence": "UNCLEAR6-31478-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-AVEA-MRR", + "company": "YC31530", + "name": "Avea Robotics", + "kind": "历史MRR公司自述", + "value": 18000, + "unit": "原文18k，无币种", + "timing": "2026-06-01发布称now，财务精确截止日未给", + "scope": "机器人运行软件/遥操作支持，收入构成与主体未核", + "selection": "historical", + "reason": "公司发布自述、非支付平台指标；软件/用量/人工及收购后存续未知，不进入同口径平台分布", + "evidence": "UNCLEAR6-31530-LAUNCH1", + "bound": "=", + "comparisonGroup": null, + "metric": "mrr", + "observedAt": "2026-06-01" + }, + { + "id": "UNCLEAR6-O-AVEA-ROBOTS", + "company": "YC31530", + "name": "Avea Robotics", + "kind": "历史帮助部署机器人数量", + "value": 30, + "unit": "机器人", + "timing": "2026-06-01发布", + "scope": "累计帮助部署，不代表当前付费/活跃机器", + "selection": "adoption", + "reason": "不能用机器数量或现行价表反推18k构成、收入或毛利", + "evidence": "UNCLEAR6-31530-LAUNCH1", + "bound": "≈", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-EXPANSE-WASTE", + "company": "YC31516", + "name": "Expanse", + "kind": "客户每月计算浪费估计", + "value": 8000000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，研究期间未给", + "scope": "客户集群资源浪费，不是Expanse收费", + "selection": "excluded", + "reason": "潜在节省及内部测量不当公司月收入，不能套12倍当ARR", + "evidence": "UNCLEAR6-31516-HOME", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-OPENWORK-STARS", + "company": "YC31505", + "name": "OpenWork", + "kind": "历史公开采用自述", + "value": 14000, + "unit": "GitHub stars", + "timing": "2026-04-23发布", + "scope": "累计stars/下载，非付费用户", + "selection": "adoption", + "reason": "历史采用不等活跃、付费或收入，也不以现行席位标价反推ARR", + "evidence": "UNCLEAR6-31505-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-OPENWORK-DOWNLOADS", + "company": "YC31505", + "name": "OpenWork", + "kind": "历史公开采用自述", + "value": 150000, + "unit": "下载", + "timing": "2026-04-23发布", + "scope": "累计stars/下载，非付费用户", + "selection": "adoption", + "reason": "历史采用不等活跃、付费或收入，也不以现行席位标价反推ARR", + "evidence": "UNCLEAR6-31505-LAUNCH1", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR6-O-HERA-COUNTRIES", + "company": "YC32123", + "name": "HERA", + "kind": "官网用户覆盖国家数", + "value": 18, + "unit": "国家", + "timing": "2026-10-31读取，统计期未给", + "scope": "覆盖地域，不是客户数", + "selection": "adoption", + "reason": "不能从覆盖国家反推付费企业数量或收入", + "evidence": "UNCLEAR6-32123-HOME", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -74395,6 +75074,886 @@ "kind": "公司自述官方资料复核", "summary": "原192项第97—120项：13新增、2复用primitive/Result、9保留AI主营待核。", "limitation": "五批120项及此前OpenSEO1项共121项有后续记录，另71项继续补核；原始审计不回写。" + }, + { + "id": "UNCLEAR6-31460-YC", + "companyId": "YC31460", + "title": "PLAN0 AI：当前YC复核", + "url": "https://www.ycombinator.com/companies/plan0-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队4人，状态Active。从建筑图纸提取工程量、估算成本，并以机器学习提供成本情景分析。 YC当前300亿及5月发布200亿为平台所涉工程价值，不是营业收入；官网明确模拟演示，展示估价和节省也不是实际客户回款。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31460-LAUNCH1", + "companyId": "YC31460", + "title": "PLAN0: AI-Powered construction cost estimates & analytics", + "url": "https://www.ycombinator.com/launches/QLl-plan0-ai-powered-construction-cost-estimates-analytics", + "publishedAt": "2026-05-13", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "从建筑图纸提取工程量、估算成本，并以机器学习提供成本情景分析。 YC当前300亿及5月发布200亿为平台所涉工程价值，不是营业收入；官网明确模拟演示，展示估价和节省也不是实际客户回款。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31465-YC", + "companyId": null, + "title": "Aseon Labs：当前YC复核", + "url": "https://www.ycombinator.com/companies/aseon-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队5人，状态Active。AV车队充电/清洁/检查机器人站。公开发布招聘ML/CV但未明确实际交付的学习任务；机器人硬件/AV客户不单独证明AI主营。5000站点属旧Pushme；客户每车增收5万与1000万融资均非当前收入，官网第三方车辆图仅示意。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31465-LAUNCH1", + "companyId": null, + "title": "Aseon Labs: robotic pitstops for self-driving cars", + "url": "https://www.ycombinator.com/launches/QKQ-aseon-labs-robotic-pitstops-for-self-driving-cars", + "publishedAt": "2026-05-11", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AV车队充电/清洁/检查机器人站。公开发布招聘ML/CV但未明确实际交付的学习任务；机器人硬件/AV客户不单独证明AI主营。5000站点属旧Pushme；客户每车增收5万与1000万融资均非当前收入，官网第三方车辆图仅示意。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31475-YC", + "companyId": "YC31475", + "title": "Ardent：当前YC复核", + "url": "https://www.ycombinator.com/companies/ardent", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，团队3人，状态Active。向编码Agent提供按需隔离的Postgres数据库副本，测试迁移、回填及数据修改。 旧AI Data Engineer产品近200K ARR流失是失败/转型证据，不是当前数据库分支产品ARR，也不推当前零收入。6秒和隔离为厂商自述，未连接数据库或实测。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31475-LAUNCH1", + "companyId": "YC31475", + "title": "Ardent - Clone any postgres DB of any size in <6s", + "url": "https://www.ycombinator.com/launches/QE3-ardent-clone-any-postgres-db-of-any-size-in-6s", + "publishedAt": "2026-05-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "向编码Agent提供按需隔离的Postgres数据库副本，测试迁移、回填及数据修改。 旧AI Data Engineer产品近200K ARR流失是失败/转型证据，不是当前数据库分支产品ARR，也不推当前零收入。6秒和隔离为厂商自述，未连接数据库或实测。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31478-YC", + "companyId": "YC31478", + "title": "Silmaril：当前YC复核", + "url": "https://www.ycombinator.com/companies/silmaril", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队2人，状态Active。通过攻击探测、执行上下文分类器及再训练保护Agent运行。 YC2800万和官网6800万/2000万为估计避免损失，不是销售；比较基准、低延迟、漏洞案例和认证均未独立核验，示例执行轨迹不是本研究实际运行。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31478-LAUNCH1", + "companyId": "YC31478", + "title": "Silmaril: Self-healing Prompt Injection Defense", + "url": "https://www.ycombinator.com/launches/Pvl-silmaril-self-healing-prompt-injection-defense", + "publishedAt": "2026-04-13", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "通过攻击探测、执行上下文分类器及再训练保护Agent运行。 YC2800万和官网6800万/2000万为估计避免损失，不是销售；比较基准、低延迟、漏洞案例和认证均未独立核验，示例执行轨迹不是本研究实际运行。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31482-YC", + "companyId": "YC31482", + "title": "Memory Store：当前YC复核", + "url": "https://www.ycombinator.com/companies/memory-store", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，团队4人，状态Active。通过MCP为Agent提供共享公司记忆，并从协作工具生成团队简报和上下文。 当前Memory Store官网跳转Mem Store，按成员150美元符号/月；页面示例简报不作真实客户业绩。Julep旧项目stars不迁入，法律主体与品牌迁移仍待核。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31482-LAUNCH1", + "companyId": "YC31482", + "title": "Memory Store - Your company's brain", + "url": "https://www.ycombinator.com/launches/QPs-memory-store-your-company-s-brain", + "publishedAt": "2026-05-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "通过MCP为Agent提供共享公司记忆，并从协作工具生成团队简报和上下文。 当前Memory Store官网跳转Mem Store，按成员150美元符号/月；页面示例简报不作真实客户业绩。Julep旧项目stars不迁入，法律主体与品牌迁移仍待核。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31485-YC", + "companyId": "YC31485", + "title": "ANORIA：当前YC复核", + "url": "https://www.ycombinator.com/companies/anoria", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队5人，状态Active。以可穿戴设备采集音频/生物信号，通过SOMI模型推断情绪状态。 5月仅少量早期原型用户，官网仍早期访问；情绪识别和150信号相关性为厂商主张，未取得独立心理/临床效度或成品交付证明，不按成熟健康产品估值。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31485-LAUNCH1", + "companyId": "YC31485", + "title": "ANORIA - Whoop for Emotions", + "url": "https://www.ycombinator.com/launches/QD5-anoria-whoop-for-emotions", + "publishedAt": "2026-05-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以可穿戴设备采集音频/生物信号，通过SOMI模型推断情绪状态。 5月仅少量早期原型用户，官网仍早期访问；情绪识别和150信号相关性为厂商主张，未取得独立心理/临床效度或成品交付证明，不按成熟健康产品估值。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31486-YC", + "companyId": null, + "title": "Ornadyne：当前YC复核", + "url": "https://www.ycombinator.com/companies/ornadyne", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队4人，状态Active。鸟形无人机/侦察硬件。自主飞行、仿生和创始人航天履历未提供明确AI模型/学习任务；官网无可读正文，示范/论文履历不自动证明实销或模型性能。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31486-LAUNCH1", + "companyId": null, + "title": "Ornadyne - Robot Birds for Reconnaissance", + "url": "https://www.ycombinator.com/launches/QAr-ornadyne-robot-birds-for-reconnaissance", + "publishedAt": "2026-05-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "鸟形无人机/侦察硬件。自主飞行、仿生和创始人航天履历未提供明确AI模型/学习任务；官网无可读正文，示范/论文履历不自动证明实销或模型性能。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31489-YC", + "companyId": null, + "title": "Eden Robotics：当前YC复核", + "url": "https://www.ycombinator.com/companies/eden-robotics", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，团队4人，状态Active。按小时提供制造/物流机器人，官网10美元符号/小时起及零设置费；本轮未取得具体AI模型/学习任务证据，physical agents名称不单独确认AI主营。按时服务需拆折旧、现场维护和人工接管，不当软件MRR或零人工成本。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31489-LAUNCH1", + "companyId": null, + "title": "Eden - Autonomous Services for Humanity", + "url": "https://www.ycombinator.com/launches/QXU-eden-autonomous-services-for-humanity", + "publishedAt": "2026-05-27", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "按小时提供制造/物流机器人，官网10美元符号/小时起及零设置费；本轮未取得具体AI模型/学习任务证据，physical agents名称不单独确认AI主营。按时服务需拆折旧、现场维护和人工接管，不当软件MRR或零人工成本。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31501-YC", + "companyId": null, + "title": "General Aviation Company：当前YC复核", + "url": "https://www.ycombinator.com/companies/general-aviation", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队5人，状态Active。机场数字/远程空管塔，当前官网未明确AI学习/识别核心；远程人工作业与AI自动空管需分开，基础设施客户规模不作收入或安全效度验证。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31505-YC", + "companyId": "YC31505", + "title": "OpenWork：当前YC复核", + "url": "https://www.ycombinator.com/companies/openwork", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队4人，状态Active。提供桌面Agent工作区、共享技能和MCP连接，支持团队云端或自托管。 README及许可可读；桌面MIT与ee目录受限许可分别保存，不能笼统称全栈MIT。下载/stars不是付费用户；计划中功能、厂商认证与实际运行未核。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31505-LAUNCH1", + "companyId": "YC31505", + "title": "OpenWork - The open source alternative to Claude Cowork", + "url": "https://www.ycombinator.com/launches/Q3p-openwork-the-open-source-alternative-to-claude-cowork", + "publishedAt": "2026-04-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "提供桌面Agent工作区、共享技能和MCP连接，支持团队云端或自托管。 README及许可可读；桌面MIT与ee目录受限许可分别保存，不能笼统称全栈MIT。下载/stars不是付费用户；计划中功能、厂商认证与实际运行未核。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31512-YC", + "companyId": null, + "title": "Aernata：当前YC复核", + "url": "https://www.ycombinator.com/companies/aernata", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队2人，状态Active。当前YC为CO2转甲醇化学公司，历史2026-05发布为Pentagon人/Agent协作。旧Pentagon官网仍可读、署名Arlington Labs，但与当前Aernata法律及业务延续未核；不能将旧AI业务搬成现行化学公司主营或成立/收入证明。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31512-LAUNCH1", + "companyId": null, + "title": "Pentagon - A coordination layer for humans and agents.", + "url": "https://www.ycombinator.com/launches/QS1-pentagon-a-coordination-layer-for-humans-and-agents", + "publishedAt": "2026-05-20", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC为CO2转甲醇化学公司，历史2026-05发布为Pentagon人/Agent协作。旧Pentagon官网仍可读、署名Arlington Labs，但与当前Aernata法律及业务延续未核；不能将旧AI业务搬成现行化学公司主营或成立/收入证明。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31516-YC", + "companyId": "YC31516", + "title": "Expanse：当前YC复核", + "url": "https://www.ycombinator.com/companies/expanse", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，团队4人，状态Active。利用代码、遥测和学习模型预测作业资源/失败风险并诊断集群任务。 运行于现有调度器旁而非替代；官网800万月计算浪费是客户资源估计。页面示例参数明确illustrative，内部基准和数据不出网主张未独立验证。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31516-LAUNCH1", + "companyId": "YC31516", + "title": "Expanse - Unlock wasted GPU capacity", + "url": "https://www.ycombinator.com/launches/QCF-expanse-unlock-wasted-gpu-capacity", + "publishedAt": "2026-05-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "利用代码、遥测和学习模型预测作业资源/失败风险并诊断集群任务。 运行于现有调度器旁而非替代；官网800万月计算浪费是客户资源估计。页面示例参数明确illustrative，内部基准和数据不出网主张未独立验证。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31529-YC", + "companyId": null, + "title": "Mochatrade：当前YC复核", + "url": "https://www.ycombinator.com/companies/mochatrade", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队3人，状态Active。面向印度的美股代币衍生品交易平台；AI公司标的、行情/执行自动化不证明自身AI主营。旧钱包200万安装/20亿交易量及市场规模不作当前收入；合规注册只保留自述、不作独立法律认定。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31529-LAUNCH1", + "companyId": null, + "title": "Mochatrade - US stock perps for Indian traders with up to 50x leverage", + "url": "https://www.ycombinator.com/launches/QJd-mochatrade-us-stock-perps-for-indian-traders-with-up-to-50x-leverage", + "publishedAt": "2026-05-11", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "面向印度的美股代币衍生品交易平台；AI公司标的、行情/执行自动化不证明自身AI主营。旧钱包200万安装/20亿交易量及市场规模不作当前收入；合规注册只保留自述、不作独立法律认定。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31530-YC", + "companyId": "YC31530", + "title": "Avea Robotics：当前YC复核", + "url": "https://www.ycombinator.com/companies/avea-robotics", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队2人，状态Acquired。提供遥操作、故障接管、监督自主及干预片段训练数据回流。 YC当前Acquired；2026-06自述18k MRR及近30台机器人仅历史口径。当前官网仍可读不证明收购后的独立经营；软件/按量/托管人工拆分，100% uptime非独立测试。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31530-LAUNCH1", + "companyId": "YC31530", + "title": "Avea Robotics - The human-in-the-loop system for robots", + "url": "https://www.ycombinator.com/launches/Qd1-avea-robotics-the-human-in-the-loop-system-for-robots", + "publishedAt": "2026-06-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "提供遥操作、故障接管、监督自主及干预片段训练数据回流。 YC当前Acquired；2026-06自述18k MRR及近30台机器人仅历史口径。当前官网仍可读不证明收购后的独立经营；软件/按量/托管人工拆分，100% uptime非独立测试。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31530-LAUNCH2", + "companyId": "YC31530", + "title": "Avea Robotics - Control robots from ANYWHERE in the world", + "url": "https://www.ycombinator.com/launches/QQy-avea-robotics-control-robots-from-anywhere-in-the-world", + "publishedAt": "2026-05-20", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "提供遥操作、故障接管、监督自主及干预片段训练数据回流。 YC当前Acquired；2026-06自述18k MRR及近30台机器人仅历史口径。当前官网仍可读不证明收购后的独立经营；软件/按量/托管人工拆分，100% uptime非独立测试。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31535-YC", + "companyId": null, + "title": "Arlo Industries：当前YC复核", + "url": "https://www.ycombinator.com/companies/arlo-industries", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，团队3人，状态Active。被动分布式空中目标感知网络。当前文字是传感/通信/跟踪，未明确学习模型；不能仅因autonomy专家、边缘计算或演示即认定AI核心，10倍成本比较与合作非付费证明。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31535-LAUNCH1", + "companyId": null, + "title": "Arlo Industries: We track drones and missiles without radar 🚀", + "url": "https://www.ycombinator.com/launches/QWQ-arlo-industries-we-track-drones-and-missiles-without-radar", + "publishedAt": "2026-05-26", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "被动分布式空中目标感知网络。当前文字是传感/通信/跟踪，未明确学习模型；不能仅因autonomy专家、边缘计算或演示即认定AI核心，10倍成本比较与合作非付费证明。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31547-YC", + "companyId": "YC31547", + "title": "InstaBox：当前YC复核", + "url": "https://www.ycombinator.com/companies/insforge-instacloud", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，团队6人，状态Active。为Agent提供持久Linux云VM及命令、文件、快照和浏览器接口。 YC页保留旧InsForge后端平台发布，当前InstaBox文档SDK仍用insforge命名空间；品牌/法律连续待核，未因改名重复建公司。未安装CLI、开VM、执行安装示例或发起构建。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31547-LAUNCH1", + "companyId": "YC31547", + "title": "InsForge: The backend platform for AI-native developers", + "url": "https://www.ycombinator.com/launches/QP6-insforge-the-backend-platform-for-ai-native-developers", + "publishedAt": "2026-05-18", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "为Agent提供持久Linux云VM及命令、文件、快照和浏览器接口。 YC页保留旧InsForge后端平台发布，当前InstaBox文档SDK仍用insforge命名空间；品牌/法律连续待核，未因改名重复建公司。未安装CLI、开VM、执行安装示例或发起构建。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31560-YC", + "companyId": "YC31560", + "title": "Intelligence Factory：当前YC复核", + "url": "https://www.ycombinator.com/companies/intelligence-factory", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队10人，状态Active。用人类演示采集的视觉、动作和触觉训练可迁移的机器人操控模型。 自有手套与数据采集、模型训练、硬件重定向及部署分开；40到99成功率是厂商目标/叙述，不当实测通用性能或已达商业规模。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31560-LAUNCH1", + "companyId": "YC31560", + "title": "Intelligence Factory", + "url": "https://www.ycombinator.com/launches/QbX-intelligence-factory", + "publishedAt": "2026-05-30", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用人类演示采集的视觉、动作和触觉训练可迁移的机器人操控模型。 自有手套与数据采集、模型训练、硬件重定向及部署分开；40到99成功率是厂商目标/叙述，不当实测通用性能或已达商业规模。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31561-YC", + "companyId": null, + "title": "Maquoketa Research：当前YC复核", + "url": "https://www.ycombinator.com/companies/maquoketa-research", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025成立，团队5人，状态Active。当前YC仅称游戏LiveOps自动化、无正文；官网403，未能核现行AI任务。6月旧发布为防务视觉业务，其AI推理自述与当前产品、法律连续待核；创始人Roblox旧游戏4500万收入不迁入本公司。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31561-LAUNCH1", + "companyId": null, + "title": "Maquoketa Research: Guidance systems for one-way attack drones", + "url": "https://www.ycombinator.com/launches/QdV-maquoketa-research-guidance-systems-for-one-way-attack-drones", + "publishedAt": "2026-06-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC仅称游戏LiveOps自动化、无正文；官网403，未能核现行AI任务。6月旧发布为防务视觉业务，其AI推理自述与当前产品、法律连续待核；创始人Roblox旧游戏4500万收入不迁入本公司。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31575-YC", + "companyId": null, + "title": "Fire Wallet：当前YC复核", + "url": "https://www.ycombinator.com/companies/fire-wallet", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队3人，状态Active。隐私稳定币钱包/支付；YC提每Agent子钱包，当前官网仍以个人支付且Coming soon为主，AI贡献/专用交付待核。客户150万/月交易量、1亿/年GMV机会、LOI和旧MobileCoin融资/估值均非钱包净收入；免订阅不推总收入为零。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31582-YC", + "companyId": null, + "title": "Edgerun：当前YC复核", + "url": "https://www.ycombinator.com/companies/edgerun", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队5人，状态Active。军用外骨骼及步态传感控制，未明确学习模型/AI主营。YC1.5亿以上LOI非实收或确认销售；官网效率改进标注内部数据、第三方核验进行中，前公司自主矿业机器人履历不迁入当前产品。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31582-LAUNCH1", + "companyId": null, + "title": "Edgerun: The 10 lb Military Exoskeleton", + "url": "https://www.ycombinator.com/launches/TBu-edgerun-the-10-lb-military-exoskeleton", + "publishedAt": "2026-08-25", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "军用外骨骼及步态传感控制，未明确学习模型/AI主营。YC1.5亿以上LOI非实收或确认销售；官网效率改进标注内部数据、第三方核验进行中，前公司自主矿业机器人履历不迁入当前产品。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31725-YC", + "companyId": "YC31725", + "title": "Hickory & Company：当前YC复核", + "url": "https://www.ycombinator.com/companies/hickory-and-company", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队3人，状态Active。由Agent检索证据、草拟政策及完成合规案例初审，交人工决策。 官网明确专家配置、团队复核和批准；10倍效率及独立模型验证/认证字样只是公司主张，本轮未取得审计报告或监管接受证明。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31923-YC", + "companyId": null, + "title": "tash：当前YC复核", + "url": "https://www.ycombinator.com/companies/tash", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队4人，状态Active。交易卡组合投资平台，当前资料未明确AI任务。创始人100万收藏品买卖、资产价值、市场/指数收益不作平台收入；官网SEC资格仍进行中、曲线含插值，不能当已获资格或已实现策略回报。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-31923-LAUNCH1", + "companyId": null, + "title": "tash - Making the world’s most iconic trading cards investable", + "url": "https://www.ycombinator.com/launches/STN-tash-making-the-world-s-most-iconic-trading-cards-investable", + "publishedAt": "2026-08-06", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "交易卡组合投资平台，当前资料未明确AI任务。创始人100万收藏品买卖、资产价值、市场/指数收益不作平台收入；官网SEC资格仍进行中、曲线含插值，不能当已获资格或已实现策略回报。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-32123-YC", + "companyId": "YC32123", + "title": "HERA：当前YC复核", + "url": "https://www.ycombinator.com/companies/manufacturingintelligence", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队2人，状态Active。用AI分析技术图纸/文件、审查变更并生成带来源引用的工程文稿。 官方招聘正文明确AI平台及AI/LLM集成，支持当前主营；与AI025自然语言视频工具Hera为不同YC页/创始团队/官网，不复用ID。标准检查是辅助审查，仍需工程师确认。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-32123-LAUNCH1", + "companyId": "YC32123", + "title": "HERA: catches thousand-dollar drawing mistakes before the shop floor.", + "url": "https://www.ycombinator.com/launches/RqI-hera-catches-thousand-dollar-drawing-mistakes-before-the-shop-floor", + "publishedAt": "2026-07-24", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用AI分析技术图纸/文件、审查变更并生成带来源引用的工程文稿。 官方招聘正文明确AI平台及AI/LLM集成，支持当前主营；与AI025自然语言视频工具Hera为不同YC页/创始团队/官网，不复用ID。标准检查是辅助审查，仍需工程师确认。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-32128-YC", + "companyId": "YC32128", + "title": "Mass Magnetics：当前YC复核", + "url": "https://www.ycombinator.com/companies/mass-magnetics", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026成立，团队3人，状态Active。用机器视觉和学习模型分选回收磁材，销售材料并建设磁体制造能力。 不是因为机器人客户入表，而是官网明确AI分选环节；合金销售、磁体预购与未来烧结产能分开。3分钟/60秒宣传工序及合规/性能未独立核，预购不作ARR。", + "limitation": "公司资料自述，法律注册/实际收费及信息业务截止日未独立核；原发现审计不回写。" + }, + { + "id": "UNCLEAR6-32128-LAUNCH1", + "companyId": "YC32128", + "title": "Mass Magnetics: USA-made magnets", + "url": "https://www.ycombinator.com/launches/Sm3-mass-magnetics-usa-made-magnets", + "publishedAt": "2026-08-18", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用机器视觉和学习模型分选回收磁材，销售材料并建设磁体制造能力。 不是因为机器人客户入表，而是官网明确AI分选环节；合金销售、磁体预购与未来烧结产能分开。3分钟/60秒宣传工序及合规/性能未独立核，预购不作ARR。", + "limitation": "历史发布为公司自述；旧事业、业务转型、采用/合同和收入分别记录，未运行产品或独立复现。" + }, + { + "id": "UNCLEAR6-31460-HOME", + "companyId": "YC31460", + "title": "PLAN0 AI：本轮官网读取", + "url": "https://plan0.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI建筑成本估计；官网示意项目明确为simulated demo。", + "limitation": "估价、零计数、设计节省及工程总价值不当实收/零收入，未上传工程图或实测。" + }, + { + "id": "UNCLEAR6-31465-HOME", + "companyId": null, + "title": "Aseon Labs：本轮官网读取", + "url": "https://aseon.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原aseonlabs.com重定向；机器人车队服务站、1000万seed公告、Aseon Labs Inc页脚。", + "limitation": "第三方车辆/品牌图为示意且明确不代表合作；招聘ML/CV不足以证明现行AI核心交付，融资非收入。" + }, + { + "id": "UNCLEAR6-31475-HOME", + "companyId": "YC31475", + "title": "Ardent：本轮官网读取", + "url": "https://www.tryardent.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "面向编码Agent的Postgres隔离分支，copy-on-write、自动缩容和CLI。", + "limitation": "6秒、无限分支/不影响生产为自述未实测；旧产品ARR流失与现产品收入分开，0计数不当零业务。" + }, + { + "id": "UNCLEAR6-31478-HOME", + "companyId": "YC31478", + "title": "Silmaril：本轮官网读取", + "url": "https://www.silmaril.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agent安全探测、上下文分类器及再训练，官网给基准和防损案例。", + "limitation": "6800万/2000万案例防损不作自身收入，基准/延迟口径和认证未独立核；页面示例轨迹未执行。" + }, + { + "id": "UNCLEAR6-31482-HOME", + "companyId": "YC31482", + "title": "Memory Store：本轮官网读取", + "url": "https://mem.store/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "memory.store重定向；团队共享记忆、MCP与简报，按成员150美元符号/月。", + "limitation": "报价、示例简报和创业赠额不作收入；未接入团队数据、运行MCP或核验法律主体。" + }, + { + "id": "UNCLEAR6-31485-HOME", + "companyId": "YC31485", + "title": "ANORIA：本轮官网读取", + "url": "https://www.anoria.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "情绪可穿戴产品早期访问入口。", + "limitation": "网站未补独立模型或临床验证；早期原型/厂商SOMI描述不作量产销售、准确情绪读数或医疗结论。" + }, + { + "id": "UNCLEAR6-31486-HOME", + "companyId": null, + "title": "Ornadyne：本轮官网读取", + "url": "https://ornadyne.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网无可读文字。", + "limitation": "不能据空白读取认定停服；自主硬件与AI学习模型、实销均待核。" + }, + { + "id": "UNCLEAR6-31489-HOME", + "companyId": null, + "title": "Eden Robotics：本轮官网读取", + "url": "https://edenrobotics.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "按小时机器人服务，10美元符号/小时起、零设置费及企业fleet入口。", + "limitation": "当前模型/学习任务、人工介入、折旧及有效工时待核，报价非ARR。" + }, + { + "id": "UNCLEAR6-31501-HOME", + "companyId": null, + "title": "General Aviation Company：本轮官网读取", + "url": "https://www.generalaviation.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "面向缺少塔台机场的数字空管塔。", + "limitation": "没有取得当前AI学习/识别任务，远程人工作业不自动归AI；安全、客户及付费未独立核。" + }, + { + "id": "UNCLEAR6-31512-HOME", + "companyId": null, + "title": "Aernata：本轮官网读取", + "url": "https://aernata.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "浏览工具本轮无法访问；当前化学业务依据YC自述。", + "limitation": "未取得官网正文，不称官网已核；历史Pentagon与当前化学业务/法律关系待核。" + }, + { + "id": "UNCLEAR6-31505-HOME", + "companyId": "YC31505", + "title": "OpenWork：本轮官网读取", + "url": "https://openworklabs.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "企业Agent桌面/云端工作区及共享技能、MCP和模型网关。", + "limitation": "自备模型、平台费及云电脑/推理另计，未来功能状态与认证未独立核，不按宣传计性能等级。" + }, + { + "id": "UNCLEAR6-31516-HOME", + "companyId": "YC31516", + "title": "Expanse：本轮官网读取", + "url": "https://expanse.sh/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "基于集群遥测和模型的作业资源预测/失败诊断，与既有调度器并行。", + "limitation": "官网比较参数标注示例，800万月浪费属客户；厂商基准/122000任务非独立测试，未部署或运行。" + }, + { + "id": "UNCLEAR6-31529-HOME", + "companyId": null, + "title": "Mochatrade：本轮官网读取", + "url": "https://mochatrade.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "印度用户美股代币/永续合约交易入口，自述FIU注册。", + "limitation": "交易标的包含AI公司不证明AI主营，旧钱包与当前收入分开；未核登记和法律合规，也未交易。" + }, + { + "id": "UNCLEAR6-31530-HOME", + "companyId": "YC31530", + "title": "Avea Robotics：本轮官网读取", + "url": "https://www.avearobotics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Sentinel遥操作、监督自主和干预数据学习回流，客户自带机器人及自主软件。", + "limitation": "AI机器人运行设施而非自有通用机器人模型；YC Acquired与网站可读分别保存，未独立核交易/连续运营或uptime。" + }, + { + "id": "UNCLEAR6-31535-HOME", + "companyId": null, + "title": "Arlo Industries：本轮官网读取", + "url": "https://arlo1.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "被动感知与空域跟踪网络、10倍成本比较。", + "limitation": "未取得明确学习模型证据或独立效果，示范/合作不自动等商业销售。仅作业务分类，不收录技术实施细节。" + }, + { + "id": "UNCLEAR6-31547-HOME", + "companyId": "YC31547", + "title": "InstaBox：本轮官网读取", + "url": "https://instabox.sh/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agent专用持久云Linux VM；免费及20/100/500美元符号月费套餐加资源计量。", + "limitation": "文档SDK保留insforge命名；迁移时点/法律主体未核，余额/额度不作收入；仅读公开说明，未安装/调用/构建。" + }, + { + "id": "UNCLEAR6-31560-HOME", + "companyId": "YC31560", + "title": "Intelligence Factory：本轮官网读取", + "url": "https://www.intelligence-factory.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "机器人演示数据采集、操控模型训练、跨硬件迁移及部署。", + "limitation": "人体数据、工厂/手套成本和模型收费待拆，通用成功率目标/视频不是独立实测或付费规模。" + }, + { + "id": "UNCLEAR6-31561-HOME", + "companyId": null, + "title": "Maquoketa Research：本轮官网读取", + "url": "https://www.maquoketa.net/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "本轮返回HTTP403，未取得正文；当前YC只给游戏LiveOps标语。", + "limitation": "不能绕过读取限制或把旧防务发布当当前AI游戏产品证明，旧游戏收入属于创始人此前作品。" + }, + { + "id": "UNCLEAR6-31575-HOME", + "companyId": null, + "title": "Fire Wallet：本轮官网读取", + "url": "https://fire.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "非托管钱包支付，iOS/Chrome仍Coming soon，免费且无订阅费。", + "limitation": "YC Agent子钱包与官网个人支付的AI贡献未核；演示余额、客户GMV、LOI和旧事业融资/估值不作净收入。" + }, + { + "id": "UNCLEAR6-31582-HOME", + "companyId": null, + "title": "Edgerun：本轮官网读取", + "url": "https://www.edgerun.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "军用外骨骼、步态辅助；效率数据明确内部测试且第三方验证进行中。", + "limitation": "未确认AI模型，LOI不是收入；不把前公司自主机器人经历迁入现行产品，不把厂商测试当独立验证。" + }, + { + "id": "UNCLEAR6-31725-HOME", + "companyId": "YC31725", + "title": "Hickory & Company：本轮官网读取", + "url": "https://hickory.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "金融合规Agent做证据/草稿初审，专家配置且每项判断保留人工。", + "limitation": "自称模型验证/认证不当独立报告；定制、人工、软件及监管接受程度未拆。" + }, + { + "id": "UNCLEAR6-31923-HOME", + "companyId": null, + "title": "tash：本轮官网读取", + "url": "https://tradetash.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "tash.cards跳转的卡牌投资平台；候补名单及SEC资格进行中。", + "limitation": "不是独立合规/收益验证；指数曲线注明部分插值和未来补日序列，不作公司收入，AI主营未明。" + }, + { + "id": "UNCLEAR6-32123-HOME", + "companyId": "YC32123", + "title": "HERA：本轮官网读取", + "url": "https://www.heraengineering.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "manufacturingintelligence.org重定向；制造图纸/文档辅助审查，要求工程复核，页脚GIM Corp。", + "limitation": "与视频工具Hera不同；当前用户18国家不是18付费客户，报价/标准符合性/法律主体未独立核。" + }, + { + "id": "UNCLEAR6-32128-HOME", + "companyId": "YC32128", + "title": "Mass Magnetics：本轮官网读取", + "url": "https://massmagnetics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "明确机器学习/视觉按磁材等级化学成分分选，销售回收材料并建设磁体产能。", + "limitation": "合规、工序时间和性能均公司主张未独立核；预购预计年底交付不作确认收入/ARR。" + }, + { + "id": "UNCLEAR6-31475-PRICE", + "companyId": "YC31475", + "title": "Ardent套餐与资源计量", + "url": "https://www.tryardent.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Starter基础费0加计算/存储；Scale250美元符号/月含100额度，另计资源；BYOC企业另议。", + "limitation": "包含额度/赠金和标价不是实际收款，云成本与软件经常性净收入待拆。" + }, + { + "id": "UNCLEAR6-31530-PRICE", + "companyId": "YC31530", + "title": "Avea软件、用量与人工托管边界", + "url": "https://www.avearobotics.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Demo免费一台；Deploy200美元符号/机器人/月，加每遥操作小时0.90；Scale可含托管操作员。", + "limitation": "报价不能反推历史18k MRR的机器数/毛利，人工运营费及软件/用量定义未核。" + }, + { + "id": "UNCLEAR6-31505-PRICE", + "companyId": "YC31505", + "title": "OpenWork席位、控制面及附加费用", + "url": "https://openworklabs.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "团队10美元符号/人/月，≤5人非Enterprise控制面免费；云电脑50/成员/月及推理10/用户/月可选附加。", + "limitation": "报价非收入；与自备模型/云资源成本分开，企业年度协议及许可例外按原文，未部署。" + }, + { + "id": "UNCLEAR6-31505-README", + "companyId": "YC31505", + "title": "OpenWork公开README", + "url": "https://raw.githubusercontent.com/different-ai/openwork/dev/README.md", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "桌面基于OpenCode，可自备模型，支持共享技能和MCP；控制面与桌面客户端是不同交付。", + "limitation": "只读材料，未下载可执行程序、安装、连接模型或复现；README说明不是独立功能/性能验证。" + }, + { + "id": "UNCLEAR6-31505-LICENSE", + "companyId": "YC31505", + "title": "OpenWork仓库许可范围", + "url": "https://raw.githubusercontent.com/different-ai/openwork/dev/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "仓库区分ee目录、第三方组件与其余MIT内容；旧ee版本遵循发布时许可。", + "limitation": "不以桌面MIT概括全平台，自述开源不证明全部商业控制面无限制免费。" + }, + { + "id": "UNCLEAR6-31505-EE-LICENSE", + "companyId": "YC31505", + "title": "OpenWork企业目录许可", + "url": "https://raw.githubusercontent.com/different-ai/openwork/dev/ee/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "生产通常要求相应订阅，≤5总用户且排除Enterprise功能等例外；开发/测试和30日评估另列，第二周年另授MIT。", + "limitation": "仅读当前公开条款说明收费/交付边界，版本历史与实际合同未核，不作独立法律意见。" + }, + { + "id": "UNCLEAR6-32123-PRODUCT", + "companyId": "YC32123", + "title": "HERA制造审查产品范围", + "url": "https://www.heraengineering.com/product/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "图纸/变更审查和文稿输出带来源及要求，供工程师复核。", + "limitation": "标准条款引用能力不等通过认证或工程正确；未上传客户文件、调用模型或验证20倍效率。" + }, + { + "id": "UNCLEAR6-32123-JOB", + "companyId": "YC32123", + "title": "HERA当前官方招聘说明AI任务", + "url": "https://www.ycombinator.com/companies/manufacturingintelligence/jobs/ffZp9fi-industrial-software-engineer", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "正文明确制造AI平台处理技术图纸和生产数据，并要求AI/LLM集成；创始人为Meera Patel及Noelle So。", + "limitation": "AI核心依据为公司招聘正文并结合产品，不单凭AI标签或创始人论文；与视频Hera不同，招聘薪资不作公司收入。" + }, + { + "id": "UNCLEAR6-31512-OLD-PENTAGON", + "companyId": null, + "title": "旧Pentagon产品官网", + "url": "https://pentagon.run/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "人/Agent协作与持续云Agent，页脚Arlington Labs Inc；旧发布所链官网当前仍可读。", + "limitation": "当前YC已为CO2化学业务，旧产品网站可读不证明同一公司法律连续、当下主营或付费；不另造重复主体。" + }, + { + "id": "UNCLEAR6-INDEX", + "companyId": null, + "title": "原AI不明候选第六批24项边界", + "url": "https://www.ycombinator.com/companies", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原192项第121—144项：13新增、0复用、11继续AI主营待核。", + "limitation": "六批144项加此前OpenSEO共145项有后续记录，另47项继续；HERA同名不同公司，旧AI产品不证明当前主营，原发现审计不回写。" } ], "reviews": [ @@ -80067,6 +81626,151 @@ "UNCLEAR5-31438-TERMS" ], "handling": "Andco2026成立为当前自述，旧2023发布不回填成立或业绩；Result暂按当前官网归个人应用，非独立工商连续证明。" + }, + { + "id": "UNCLEAR6-R-BUSINESS", + "type": "主营补证：Agent设施、专业应用与AI实体制造", + "company": "PLAN0 AI、Ardent、Silmaril、Memory Store、ANORIA、OpenWork、Expanse、Avea Robotics、InstaBox、Intelligence Factory、Hickory & Company、HERA、Mass Magnetics", + "scope": "companies", + "companyIds": [ + "YC31460", + "YC31475", + "YC31478", + "YC31482", + "YC31485", + "YC31505", + "YC31516", + "YC31530", + "YC31547", + "YC31560", + "YC31725", + "YC32123", + "YC32128" + ], + "summary": "13新增；Mass Magnetics因明确视觉分选入表，非仅因机器人客户；HERA制造辅助审查与视频工具分开。", + "evidenceIds": [ + "UNCLEAR6-31460-YC", + "UNCLEAR6-31475-YC", + "UNCLEAR6-31478-YC", + "UNCLEAR6-31482-YC", + "UNCLEAR6-31485-YC", + "UNCLEAR6-31505-YC", + "UNCLEAR6-31516-YC", + "UNCLEAR6-31530-YC", + "UNCLEAR6-31547-YC", + "UNCLEAR6-31560-YC", + "UNCLEAR6-31725-YC", + "UNCLEAR6-32123-YC", + "UNCLEAR6-32128-YC" + ], + "handling": "保留成立年/团队自述，按交付拆软件、按量、硬件/材料和实施；未独立核财务与法律主体。" + }, + { + "id": "UNCLEAR6-R-PENDING", + "type": "当前主营、历史AI与邻接硬件缺项", + "company": "YC AI不明候选第六批", + "scope": "dataset", + "summary": "11项继续待核；Aernata当前化学、Maquoketa当前游戏与旧AI发布分开；Fire子钱包不足以证明AI主营。", + "evidenceIds": [ + "UNCLEAR6-INDEX", + "UNCLEAR6-31465-YC", + "UNCLEAR6-31486-YC", + "UNCLEAR6-31489-YC", + "UNCLEAR6-31501-YC", + "UNCLEAR6-31512-YC", + "UNCLEAR6-31529-YC", + "UNCLEAR6-31535-YC", + "UNCLEAR6-31561-YC", + "UNCLEAR6-31575-YC", + "UNCLEAR6-31582-YC", + "UNCLEAR6-31923-YC" + ], + "handling": "自主硬件、传感控制、ML招聘和AI客户不单独证明已交付AI；403/无正文/旧事业不补造，保留未来复核。" + }, + { + "id": "UNCLEAR6-R-TECH", + "type": "技术材料、许可和厂商指标的边界", + "company": "Ardent、Silmaril、Memory Store、ANORIA、OpenWork、Expanse、Avea Robotics、InstaBox、Intelligence Factory、HERA、Mass Magnetics", + "scope": "companies", + "companyIds": [ + "YC31475", + "YC31478", + "YC31482", + "YC31485", + "YC31505", + "YC31516", + "YC31530", + "YC31547", + "YC31560", + "YC32123", + "YC32128" + ], + "summary": "OpenWork README/分目录许可可读；其余模型、分支/VM隔离、具身演示、图纸/视觉模型均描述级。", + "evidenceIds": [ + "UNCLEAR6-31475-HOME", + "UNCLEAR6-31478-HOME", + "UNCLEAR6-31482-HOME", + "UNCLEAR6-31485-HOME", + "UNCLEAR6-31505-HOME", + "UNCLEAR6-31516-HOME", + "UNCLEAR6-31530-HOME", + "UNCLEAR6-31547-HOME", + "UNCLEAR6-31560-HOME", + "UNCLEAR6-32123-HOME", + "UNCLEAR6-32128-HOME", + "UNCLEAR6-31505-README", + "UNCLEAR6-31505-LICENSE", + "UNCLEAR6-31505-EE-LICENSE", + "UNCLEAR6-32123-JOB" + ], + "handling": "无本地编译、安装或远程模型运行；公开材料不等独立复现，桌面MIT不等全平台许可，早期情绪主张不当临床结果。" + }, + { + "id": "UNCLEAR6-R-REVENUE", + "type": "MRR、流失与工程金额/客户防损分开", + "company": "PLAN0 AI、Ardent、Silmaril、Avea Robotics、Expanse", + "scope": "companies", + "companyIds": [ + "YC31460", + "YC31475", + "YC31478", + "YC31530", + "YC31516" + ], + "summary": "Avea历史18k MRR仅公司自述；Ardent旧200K流失不当正ARR；PLAN0项目总值与Silmaril防损、Expanse客户浪费排除。", + "evidenceIds": [ + "UNCLEAR6-31530-LAUNCH1", + "UNCLEAR6-31530-PRICE", + "UNCLEAR6-31475-LAUNCH1", + "UNCLEAR6-31460-YC", + "UNCLEAR6-31460-LAUNCH1", + "UNCLEAR6-31478-HOME", + "UNCLEAR6-31516-HOME" + ], + "handling": "没有新增可比平台MRR；收费结构、服务/人工成本和收购后持续性待核，不能从不同金额/标签差异推造假。" + }, + { + "id": "UNCLEAR6-R-IDENTITY", + "type": "同名公司、品牌变化与收购后的主体", + "company": "HERA、Hera、InstaBox、Avea Robotics", + "scope": "companies", + "companyIds": [ + "YC32123", + "AI025", + "YC31547", + "YC31530" + ], + "summary": "制造HERA与视频Hera不同公司；InstaBox保留InsForge旧发布/文档命名，Avea当前YC Acquired但官网可读。", + "evidenceIds": [ + "UNCLEAR6-32123-JOB", + "UNCLEAR6-32123-HOME", + "E025", + "UNCLEAR6-31547-YC", + "UNCLEAR6-31547-LAUNCH1", + "UNCLEAR6-31547-HOME", + "UNCLEAR6-31530-YC" + ], + "handling": "不按公司名自动归并、不将旧产品收入搬入新业务；法律延续/买方和经营状态仍需独立材料，AI025原记录未修改。" } ], "coverage": { @@ -84376,6 +86080,396 @@ "note": "原ai-unclear，YC自报2025年成立。从自然语言信念构建预测合约，以世界模型映射市场信号、评估风险及定价。 YC当前详细描述提供AI任务，官网只有标语/联系。模型定价做市为建设方向，未取得实盘、许可、收入或可靠定价验证，不将流动性和客户押注当公司收入。 后续补证关联，非完成独立审计。" } ] + }, + { + "id": "YC-AI-UNCLEAR-6", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原192项AI不明第121—144项按发现顺序补核：13新增、0复用、11继续AI主营待核；六批144加此前OpenSEO共145项已有记录，另47项继续。", + "complete": false, + "records": [ + { + "id": "YC-AI6-31460", + "name": "PLAN0 AI", + "url": "https://www.ycombinator.com/companies/plan0-ai", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31460", + "evidenceIds": [ + "UNCLEAR6-31460-YC", + "UNCLEAR6-31460-LAUNCH1", + "UNCLEAR6-31460-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。从建筑图纸提取工程量、估算成本，并以机器学习提供成本情景分析。 YC当前300亿及5月发布200亿为平台所涉工程价值，不是营业收入；官网明确模拟演示，展示估价和节省也不是实际客户回款。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31465", + "name": "Aseon Labs", + "url": "https://www.ycombinator.com/companies/aseon-labs", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31465-YC", + "UNCLEAR6-31465-LAUNCH1", + "UNCLEAR6-31465-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。AV车队充电/清洁/检查机器人站。公开发布招聘ML/CV但未明确实际交付的学习任务；机器人硬件/AV客户不单独证明AI主营。5000站点属旧Pushme；客户每车增收5万与1000万融资均非当前收入，官网第三方车辆图仅示意。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31475", + "name": "Ardent", + "url": "https://www.ycombinator.com/companies/ardent", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31475", + "evidenceIds": [ + "UNCLEAR6-31475-YC", + "UNCLEAR6-31475-LAUNCH1", + "UNCLEAR6-31475-HOME", + "UNCLEAR6-31475-PRICE" + ], + "note": "原ai-unclear，YC自报2025成立。向编码Agent提供按需隔离的Postgres数据库副本，测试迁移、回填及数据修改。 旧AI Data Engineer产品近200K ARR流失是失败/转型证据，不是当前数据库分支产品ARR，也不推当前零收入。6秒和隔离为厂商自述，未连接数据库或实测。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31478", + "name": "Silmaril", + "url": "https://www.ycombinator.com/companies/silmaril", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31478", + "evidenceIds": [ + "UNCLEAR6-31478-YC", + "UNCLEAR6-31478-LAUNCH1", + "UNCLEAR6-31478-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。通过攻击探测、执行上下文分类器及再训练保护Agent运行。 YC2800万和官网6800万/2000万为估计避免损失，不是销售；比较基准、低延迟、漏洞案例和认证均未独立核验，示例执行轨迹不是本研究实际运行。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31482", + "name": "Memory Store", + "url": "https://www.ycombinator.com/companies/memory-store", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31482", + "evidenceIds": [ + "UNCLEAR6-31482-YC", + "UNCLEAR6-31482-LAUNCH1", + "UNCLEAR6-31482-HOME" + ], + "note": "原ai-unclear，YC自报2025成立。通过MCP为Agent提供共享公司记忆，并从协作工具生成团队简报和上下文。 当前Memory Store官网跳转Mem Store，按成员150美元符号/月；页面示例简报不作真实客户业绩。Julep旧项目stars不迁入，法律主体与品牌迁移仍待核。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31485", + "name": "ANORIA", + "url": "https://www.ycombinator.com/companies/anoria", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31485", + "evidenceIds": [ + "UNCLEAR6-31485-YC", + "UNCLEAR6-31485-LAUNCH1", + "UNCLEAR6-31485-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。以可穿戴设备采集音频/生物信号，通过SOMI模型推断情绪状态。 5月仅少量早期原型用户，官网仍早期访问；情绪识别和150信号相关性为厂商主张，未取得独立心理/临床效度或成品交付证明，不按成熟健康产品估值。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31486", + "name": "Ornadyne", + "url": "https://www.ycombinator.com/companies/ornadyne", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31486-YC", + "UNCLEAR6-31486-LAUNCH1", + "UNCLEAR6-31486-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。鸟形无人机/侦察硬件。自主飞行、仿生和创始人航天履历未提供明确AI模型/学习任务；官网无可读正文，示范/论文履历不自动证明实销或模型性能。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31489", + "name": "Eden Robotics", + "url": "https://www.ycombinator.com/companies/eden-robotics", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31489-YC", + "UNCLEAR6-31489-LAUNCH1", + "UNCLEAR6-31489-HOME" + ], + "note": "原ai-unclear，YC自报2025成立。按小时提供制造/物流机器人，官网10美元符号/小时起及零设置费；本轮未取得具体AI模型/学习任务证据，physical agents名称不单独确认AI主营。按时服务需拆折旧、现场维护和人工接管，不当软件MRR或零人工成本。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31501", + "name": "General Aviation Company", + "url": "https://www.ycombinator.com/companies/general-aviation", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31501-YC", + "UNCLEAR6-31501-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。机场数字/远程空管塔，当前官网未明确AI学习/识别核心；远程人工作业与AI自动空管需分开，基础设施客户规模不作收入或安全效度验证。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31505", + "name": "OpenWork", + "url": "https://www.ycombinator.com/companies/openwork", + "categoryId": "C05", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31505", + "evidenceIds": [ + "UNCLEAR6-31505-YC", + "UNCLEAR6-31505-LAUNCH1", + "UNCLEAR6-31505-HOME", + "UNCLEAR6-31505-PRICE", + "UNCLEAR6-31505-README", + "UNCLEAR6-31505-LICENSE", + "UNCLEAR6-31505-EE-LICENSE" + ], + "note": "原ai-unclear，YC自报2026成立。提供桌面Agent工作区、共享技能和MCP连接，支持团队云端或自托管。 README及许可可读；桌面MIT与ee目录受限许可分别保存，不能笼统称全栈MIT。下载/stars不是付费用户；计划中功能、厂商认证与实际运行未核。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31512", + "name": "Aernata", + "url": "https://www.ycombinator.com/companies/aernata", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31512-YC", + "UNCLEAR6-31512-LAUNCH1", + "UNCLEAR6-31512-HOME", + "UNCLEAR6-31512-OLD-PENTAGON" + ], + "note": "原ai-unclear，YC自报2026成立。当前YC为CO2转甲醇化学公司，历史2026-05发布为Pentagon人/Agent协作。旧Pentagon官网仍可读、署名Arlington Labs，但与当前Aernata法律及业务延续未核；不能将旧AI业务搬成现行化学公司主营或成立/收入证明。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31516", + "name": "Expanse", + "url": "https://www.ycombinator.com/companies/expanse", + "categoryId": "C02", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31516", + "evidenceIds": [ + "UNCLEAR6-31516-YC", + "UNCLEAR6-31516-LAUNCH1", + "UNCLEAR6-31516-HOME" + ], + "note": "原ai-unclear，YC自报2025成立。利用代码、遥测和学习模型预测作业资源/失败风险并诊断集群任务。 运行于现有调度器旁而非替代；官网800万月计算浪费是客户资源估计。页面示例参数明确illustrative，内部基准和数据不出网主张未独立验证。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31529", + "name": "Mochatrade", + "url": "https://www.ycombinator.com/companies/mochatrade", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31529-YC", + "UNCLEAR6-31529-LAUNCH1", + "UNCLEAR6-31529-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。面向印度的美股代币衍生品交易平台；AI公司标的、行情/执行自动化不证明自身AI主营。旧钱包200万安装/20亿交易量及市场规模不作当前收入；合规注册只保留自述、不作独立法律认定。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31530", + "name": "Avea Robotics", + "url": "https://www.ycombinator.com/companies/avea-robotics", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31530", + "evidenceIds": [ + "UNCLEAR6-31530-YC", + "UNCLEAR6-31530-LAUNCH1", + "UNCLEAR6-31530-LAUNCH2", + "UNCLEAR6-31530-HOME", + "UNCLEAR6-31530-PRICE" + ], + "note": "原ai-unclear，YC自报2026成立。提供遥操作、故障接管、监督自主及干预片段训练数据回流。 YC当前Acquired；2026-06自述18k MRR及近30台机器人仅历史口径。当前官网仍可读不证明收购后的独立经营；软件/按量/托管人工拆分，100% uptime非独立测试。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31535", + "name": "Arlo Industries", + "url": "https://www.ycombinator.com/companies/arlo-industries", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31535-YC", + "UNCLEAR6-31535-LAUNCH1", + "UNCLEAR6-31535-HOME" + ], + "note": "原ai-unclear，YC自报2025成立。被动分布式空中目标感知网络。当前文字是传感/通信/跟踪，未明确学习模型；不能仅因autonomy专家、边缘计算或演示即认定AI核心，10倍成本比较与合作非付费证明。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31547", + "name": "InstaBox", + "url": "https://www.ycombinator.com/companies/insforge-instacloud", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31547", + "evidenceIds": [ + "UNCLEAR6-31547-YC", + "UNCLEAR6-31547-LAUNCH1", + "UNCLEAR6-31547-HOME" + ], + "note": "原ai-unclear，YC自报2025成立。为Agent提供持久Linux云VM及命令、文件、快照和浏览器接口。 YC页保留旧InsForge后端平台发布，当前InstaBox文档SDK仍用insforge命名空间；品牌/法律连续待核，未因改名重复建公司。未安装CLI、开VM、执行安装示例或发起构建。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31560", + "name": "Intelligence Factory", + "url": "https://www.ycombinator.com/companies/intelligence-factory", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31560", + "evidenceIds": [ + "UNCLEAR6-31560-YC", + "UNCLEAR6-31560-LAUNCH1", + "UNCLEAR6-31560-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。用人类演示采集的视觉、动作和触觉训练可迁移的机器人操控模型。 自有手套与数据采集、模型训练、硬件重定向及部署分开；40到99成功率是厂商目标/叙述，不当实测通用性能或已达商业规模。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31561", + "name": "Maquoketa Research", + "url": "https://www.ycombinator.com/companies/maquoketa-research", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31561-YC", + "UNCLEAR6-31561-LAUNCH1", + "UNCLEAR6-31561-HOME" + ], + "note": "原ai-unclear，YC自报2025成立。当前YC仅称游戏LiveOps自动化、无正文；官网403，未能核现行AI任务。6月旧发布为防务视觉业务，其AI推理自述与当前产品、法律连续待核；创始人Roblox旧游戏4500万收入不迁入本公司。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31575", + "name": "Fire Wallet", + "url": "https://www.ycombinator.com/companies/fire-wallet", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31575-YC", + "UNCLEAR6-31575-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。隐私稳定币钱包/支付；YC提每Agent子钱包，当前官网仍以个人支付且Coming soon为主，AI贡献/专用交付待核。客户150万/月交易量、1亿/年GMV机会、LOI和旧MobileCoin融资/估值均非钱包净收入；免订阅不推总收入为零。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31582", + "name": "Edgerun", + "url": "https://www.ycombinator.com/companies/edgerun", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31582-YC", + "UNCLEAR6-31582-LAUNCH1", + "UNCLEAR6-31582-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。军用外骨骼及步态传感控制，未明确学习模型/AI主营。YC1.5亿以上LOI非实收或确认销售；官网效率改进标注内部数据、第三方核验进行中，前公司自主矿业机器人履历不迁入当前产品。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-31725", + "name": "Hickory & Company", + "url": "https://www.ycombinator.com/companies/hickory-and-company", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31725", + "evidenceIds": [ + "UNCLEAR6-31725-YC", + "UNCLEAR6-31725-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。由Agent检索证据、草拟政策及完成合规案例初审，交人工决策。 官网明确专家配置、团队复核和批准；10倍效率及独立模型验证/认证字样只是公司主张，本轮未取得审计报告或监管接受证明。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-31923", + "name": "tash", + "url": "https://www.ycombinator.com/companies/tash", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR6-31923-YC", + "UNCLEAR6-31923-LAUNCH1", + "UNCLEAR6-31923-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。交易卡组合投资平台，当前资料未明确AI任务。创始人100万收藏品买卖、资产价值、市场/指数收益不作平台收入；官网SEC资格仍进行中、曲线含插值，不能当已获资格或已实现策略回报。 当前AI主营继续待核，不强行入表，也非永久排除。" + }, + { + "id": "YC-AI6-32123", + "name": "HERA", + "url": "https://www.ycombinator.com/companies/manufacturingintelligence", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32123", + "evidenceIds": [ + "UNCLEAR6-32123-YC", + "UNCLEAR6-32123-LAUNCH1", + "UNCLEAR6-32123-HOME", + "UNCLEAR6-32123-PRODUCT", + "UNCLEAR6-32123-JOB" + ], + "note": "原ai-unclear，YC自报2026成立。用AI分析技术图纸/文件、审查变更并生成带来源引用的工程文稿。 官方招聘正文明确AI平台及AI/LLM集成，支持当前主营；与AI025自然语言视频工具Hera为不同YC页/创始团队/官网，不复用ID。标准检查是辅助审查，仍需工程师确认。 补证关联并不等独立财务/技术审计。" + }, + { + "id": "YC-AI6-32128", + "name": "Mass Magnetics", + "url": "https://www.ycombinator.com/companies/mass-magnetics", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC32128", + "evidenceIds": [ + "UNCLEAR6-32128-YC", + "UNCLEAR6-32128-LAUNCH1", + "UNCLEAR6-32128-HOME" + ], + "note": "原ai-unclear，YC自报2026成立。用机器视觉和学习模型分选回收磁材，销售材料并建设磁体制造能力。 不是因为机器人客户入表，而是官网明确AI分选环节；合金销售、磁体预购与未来烧结产能分开。3分钟/60秒宣传工序及合规/性能未独立核，预购不作ARR。 补证关联并不等独立财务/技术审计。" + } + ] } ], "directoryRechecks": [ @@ -85218,6 +87312,170 @@ "UNCLEAR5-31457-HOME" ], "reason": "当前或历史资料明确AI/Agent任务，补证入表，YC当前详细描述提供AI任务，官网只有标语/联系。模型定价做市为建设方向，未取得实盘、许可、收入或可靠定价验证，不将流动性和客户押注当公司收入。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31460, + "originalStatus": "ai-unclear", + "companyId": "YC31460", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31460-YC", + "UNCLEAR6-31460-LAUNCH1", + "UNCLEAR6-31460-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。YC当前300亿及5月发布200亿为平台所涉工程价值，不是营业收入；官网明确模拟演示，展示估价和节省也不是实际客户回款。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31475, + "originalStatus": "ai-unclear", + "companyId": "YC31475", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31475-YC", + "UNCLEAR6-31475-LAUNCH1", + "UNCLEAR6-31475-HOME", + "UNCLEAR6-31475-PRICE" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。旧AI Data Engineer产品近200K ARR流失是失败/转型证据，不是当前数据库分支产品ARR，也不推当前零收入。6秒和隔离为厂商自述，未连接数据库或实测。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31478, + "originalStatus": "ai-unclear", + "companyId": "YC31478", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31478-YC", + "UNCLEAR6-31478-LAUNCH1", + "UNCLEAR6-31478-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。YC2800万和官网6800万/2000万为估计避免损失，不是销售；比较基准、低延迟、漏洞案例和认证均未独立核验，示例执行轨迹不是本研究实际运行。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31482, + "originalStatus": "ai-unclear", + "companyId": "YC31482", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31482-YC", + "UNCLEAR6-31482-LAUNCH1", + "UNCLEAR6-31482-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。当前Memory Store官网跳转Mem Store，按成员150美元符号/月；页面示例简报不作真实客户业绩。Julep旧项目stars不迁入，法律主体与品牌迁移仍待核。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31485, + "originalStatus": "ai-unclear", + "companyId": "YC31485", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31485-YC", + "UNCLEAR6-31485-LAUNCH1", + "UNCLEAR6-31485-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。5月仅少量早期原型用户，官网仍早期访问；情绪识别和150信号相关性为厂商主张，未取得独立心理/临床效度或成品交付证明，不按成熟健康产品估值。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31505, + "originalStatus": "ai-unclear", + "companyId": "YC31505", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31505-YC", + "UNCLEAR6-31505-LAUNCH1", + "UNCLEAR6-31505-HOME", + "UNCLEAR6-31505-PRICE", + "UNCLEAR6-31505-README", + "UNCLEAR6-31505-LICENSE", + "UNCLEAR6-31505-EE-LICENSE" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。README及许可可读；桌面MIT与ee目录受限许可分别保存，不能笼统称全栈MIT。下载/stars不是付费用户；计划中功能、厂商认证与实际运行未核。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31516, + "originalStatus": "ai-unclear", + "companyId": "YC31516", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31516-YC", + "UNCLEAR6-31516-LAUNCH1", + "UNCLEAR6-31516-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。运行于现有调度器旁而非替代；官网800万月计算浪费是客户资源估计。页面示例参数明确illustrative，内部基准和数据不出网主张未独立验证。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31530, + "originalStatus": "ai-unclear", + "companyId": "YC31530", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31530-YC", + "UNCLEAR6-31530-LAUNCH1", + "UNCLEAR6-31530-LAUNCH2", + "UNCLEAR6-31530-HOME", + "UNCLEAR6-31530-PRICE" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。YC当前Acquired；2026-06自述18k MRR及近30台机器人仅历史口径。当前官网仍可读不证明收购后的独立经营；软件/按量/托管人工拆分，100% uptime非独立测试。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31547, + "originalStatus": "ai-unclear", + "companyId": "YC31547", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31547-YC", + "UNCLEAR6-31547-LAUNCH1", + "UNCLEAR6-31547-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。YC页保留旧InsForge后端平台发布，当前InstaBox文档SDK仍用insforge命名空间；品牌/法律连续待核，未因改名重复建公司。未安装CLI、开VM、执行安装示例或发起构建。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31560, + "originalStatus": "ai-unclear", + "companyId": "YC31560", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31560-YC", + "UNCLEAR6-31560-LAUNCH1", + "UNCLEAR6-31560-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。自有手套与数据采集、模型训练、硬件重定向及部署分开；40到99成功率是厂商目标/叙述，不当实测通用性能或已达商业规模。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 31725, + "originalStatus": "ai-unclear", + "companyId": "YC31725", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-31725-YC", + "UNCLEAR6-31725-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。官网明确专家配置、团队复核和批准；10倍效率及独立模型验证/认证字样只是公司主张，本轮未取得审计报告或监管接受证明。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 32123, + "originalStatus": "ai-unclear", + "companyId": "YC32123", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-32123-YC", + "UNCLEAR6-32123-LAUNCH1", + "UNCLEAR6-32123-HOME", + "UNCLEAR6-32123-PRODUCT", + "UNCLEAR6-32123-JOB" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。官方招聘正文明确AI平台及AI/LLM集成，支持当前主营；与AI025自然语言视频工具Hera为不同YC页/创始团队/官网，不复用ID。标准检查是辅助审查，仍需工程师确认。 不回写1428发现审计/928初始新增计数。" + }, + { + "ycId": 32128, + "originalStatus": "ai-unclear", + "companyId": "YC32128", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR6-32128-YC", + "UNCLEAR6-32128-LAUNCH1", + "UNCLEAR6-32128-HOME" + ], + "reason": "当前可读资料明确AI任务/专用运行交付，补证入表。不是因为机器人客户入表，而是官网明确AI分选环节；合金销售、磁体预购与未来烧结产能分开。3分钟/60秒宣传工序及合规/性能未独立核，预购不作ARR。 不回写1428发现审计/928初始新增计数。" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 6f6f554..a4f90b7 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-ai-unclear-5", + "version": "2026-10-31-ai-unclear-6", "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。", @@ -16,7 +16,7 @@ "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。", "limitation": "批次不等于成立年；不代表全部公司", - "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已补核五批120项：64新增、6复用、50保留AI主营待核；另此前OpenSEO1项，合计121项已有后续记录，其余71项继续补核。原发现审计/928初始新增不回写。新增Trellis两时点ARR、InstaAgent旧ARR/当前服务run rate和Kinro转型前年收入，均未进同口径MRR；Andco旧Layup发布归创始人此前事业，Result按当前官网/同创始人条款暂归个人应用，AI业务/法律主体和内部基准限制保留。" + "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已补核六批144项：77新增、6复用、61保留AI主营待核；另此前OpenSEO1项，合计145项有后续记录，其余47项继续。原发现审计/928初始新增不回写。Avea历史18k MRR、Ardent旧ARR流失及工程总额/客户防损分别保存，不进同口径平台分布；制造HERA与视频Hera分开，Aernata化学/Maquoketa游戏当前AI任务和旧AI发布的关系继续待核，OpenWork桌面MIT与企业控制面许可分开。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index fce8027..186d708 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-ai-unclear-5", + "sourceVersion": "2026-10-31-ai-unclear-6", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",