diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 0486f3b..26d0874 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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, 1156); + assert.equal(research.companies.length, 1157); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3594); + assert.equal(research.evidence.length, 3629); 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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 3f286d7..7a8c699 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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, 1156); - assert.equal(initial.evidence.length, 3594); + assert.equal(initial.companies.length, 1157); + assert.equal(initial.evidence.length, 3629); 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, 36); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 37); 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), 1156); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1157); 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), 1077); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1078); 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, 140); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 141); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 23); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 0e13028..8015be8 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-arr-types-1", + "version": "2026-10-31-tc-agfood-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": [ @@ -35930,6 +35930,47 @@ "MISSINGYEAR7-36513-HOME" ] } + }, + { + "id": "TC-CLAVE", + "name": "Clave", + "url": "https://tryclave.ai/", + "channel": "S02", + "cat": "C07", + "year": 2025, + "team": null, + "location": "Coral Gables / Miami, Florida（公司自述）", + "business": "餐饮连锁运营Agent，整合门店系统、报告并经批准执行操作。", + "buyer": "快餐加盟商、多门店经营者和品牌总部", + "delivery": "官网演示、接入与邀请制平台说明；多品牌使用为公司自述，未独立核验付费、部署或权限执行。", + "notes": "公司公开主页自报2025；条款运营人为Arialy Inc.，精确注册及旧项目Stuvi沿革未核。CHURROMANIA为创始人旧家族业务，其门店数和营业额不归Clave；品牌标志和融资不作收入。", + "cohort": "2025（公司公开主页自述；精确注册待核）", + "teamBasis": "公司公开主页仅给2—10范围，不取中点作实际人数", + "price": "原文$0.35首30天，此后$199/店/月；10店以上定制，$币种未明确；多数合同称六个月", + "stage": "现有产品及商用使用为厂商自述；付费规模与合同底表未知", + "sourceType": "媒体发现、公司公开主页、官网价格与条款", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-CLAVE-HOME", + "TCAG25-CLAVE-YEAR", + "TCAG25-CLAVE-PRICING", + "TCAG25-CLAVE-TERMS" + ], + "pricingEvidence": "TCAG25-CLAVE-PRICING", + "revenueStatus": "unknown", + "extraUrl": "https://www.linkedin.com/company/clave-ai", + "businessModel": "按门店软件订阅，规模客户叠加人工接入/部署支持；门店覆盖、折扣、模型调用与持续支持成本需拆", + "entityBasis": "条款自报Arialy Inc. dba Clave；独立登记/旧项目主体连续性未知", + "classificationBasis": "人工复核：餐饮连锁运营专用应用归C07，非通用聊天或机器人餐厅。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "厂商演示与接入/批准后执行描述；未独立测试生产正确性、权限边界或可靠性。", + "evidenceIds": [ + "TCAG25-CLAVE-HOME", + "TCAG25-CLAVE-TERMS" + ] + } } ], "observations": [ @@ -82583,6 +82624,391 @@ "kind": "公司自述官方资料复核", "summary": "现域官方故事列创始人Laura Schaack、Brooklyn及纹身艺术家连接，与旧域公司主页相符。", "limitation": "产品/创始人对应不证明法人完整连续；旧创业收购、行业规模与艺术家收入不当平台ARR。" + }, + { + "id": "TCAG25-INDEX", + "companyId": null, + "title": "2025竞赛农业/食品14项入口", + "url": "https://techcrunch.com/2025/12/24/the-14-top-agtech-food-tech-startups-from-disrupt-startup-battlefield/", + "publishedAt": "2025-12-24", + "accessedAt": "2026-10-31", + "kind": "媒体候选发现", + "summary": "本篇14个候选标题逐项登记，主营与年份追下列原始资料。", + "limitation": "参赛年非成立年；本篇不等全部200或两年档案，保留访问缺项，不以竞赛评价证明技术或财务。" + }, + { + "id": "TCAG25-AIO-HOME", + "companyId": null, + "title": "ÄIO 当前交付及访问范围", + "url": "https://aio.bio/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "通过微生物发酵将农业/工业副产物流转为食品、化妆品及工业用油脂原料。", + "limitation": "原料销售、产能与合作试用数不是SaaS ARR；未证AI主营或独立产能/环境效果。" + }, + { + "id": "TCAG25-AIO-YEAR", + "companyId": null, + "title": "ÄIO 成立或旧业务线索", + "url": "https://aio.bio/award/from-a-dream-to-award-winning-skincare/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "2026-10-08公司文章明确2022成立，并描述化妆品原料商品化。", + "limitation": "原料销售、产能与合作试用数不是SaaS ARR；未证AI主营或独立产能/环境效果。" + }, + { + "id": "TCAG25-AQUAWISE-HOME", + "companyId": null, + "title": "AquaWise 当前交付及访问范围", + "url": "https://aquawise.tech/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原域跳转aquawise.ai/en；当前在LINE以语音/照片记录虾塘日志，并提供查询及试点照片估重。", + "limitation": "旧卫星监测与现LINE助手分开；免费开始、估重示例且误差仍验证，不把采购计划/养殖收入或旧报价当公司ARR。精确注册与2023/2024语义待补。" + }, + { + "id": "TCAG25-AQUAWISE-YEAR", + "companyId": null, + "title": "AquaWise 成立或旧业务线索", + "url": "https://aquawise.ai/en/about/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "公司时间线称2023年10月三位联合创始人在曼谷开始AquaWise；研究始于2021不当公司成立。", + "limitation": "旧卫星监测与现LINE助手分开；免费开始、估重示例且误差仍验证，不把采购计划/养殖收入或旧报价当公司ARR。精确注册与2023/2024语义待补。" + }, + { + "id": "TCAG25-CLAVE-HOME", + "companyId": "TC-CLAVE", + "title": "Clave 当前交付及访问范围", + "url": "https://tryclave.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "餐饮连锁AI运营Agent，连接门店系统，查询数据、自动报告并在批准后执行操作。", + "limitation": "仅公司自述年份，精确注册及旧项目沿革仍待核；品牌标志、融资与门店数量不转为本公司付费数或ARR。" + }, + { + "id": "TCAG25-CLAVE-YEAR", + "companyId": "TC-CLAVE", + "title": "Clave 成立或旧业务线索", + "url": "https://www.linkedin.com/company/clave-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "同官网公司公开主页自报Founded2025，团队范围2—10；创始人先前经营的CHURROMANIA不等新公司的客户数或收入。", + "limitation": "仅公司自述年份，精确注册及旧项目沿革仍待核；品牌标志、融资与门店数量不转为本公司付费数或ARR。" + }, + { + "id": "TCAG25-CREDOSENSE-HOME", + "companyId": null, + "title": "CredoSense 当前交付及访问范围", + "url": "https://www.credosense.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "www官网访问失败；无www官方About可读，介绍生理诊断、微气候/根区及病原监测的农业决策工作流。", + "limitation": "设备、诊断及配套软件分别核合同；AI诊断与准确率宣传未独立验证，不从界面零值推收入或部署为零。" + }, + { + "id": "TCAG25-CREDOSENSE-YEAR", + "companyId": null, + "title": "CredoSense 成立或旧业务线索", + "url": "https://credosense.com/about-credosense/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "公司About明确2020成立，最初开发低功耗生物气象传感设备。", + "limitation": "设备、诊断及配套软件分别核合同；AI诊断与准确率宣传未独立验证，不从界面零值推收入或部署为零。" + }, + { + "id": "TCAG25-FORTE-HOME", + "companyId": null, + "title": "Forte Biotech 当前交付及访问范围", + "url": "https://fortebio.tech/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "农场现场DNA提取与LAMP疾病检测平台，面向虾/鱼/猪疾病，包含设备及试剂。", + "limitation": "快速检测、qPCR一致率与国家数均公司自述；分子检测不自动等AI主营，检测耗材和设备销售不当订阅ARR。" + }, + { + "id": "TCAG25-FORTE-YEAR", + "companyId": null, + "title": "Forte Biotech 成立或旧业务线索", + "url": "https://fortebio.tech/about", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "官方About称2021在新加坡和越南成立，2022首批商用部署。", + "limitation": "快速检测、qPCR一致率与国家数均公司自述；分子检测不自动等AI主营，检测耗材和设备销售不当订阅ARR。" + }, + { + "id": "TCAG25-GENESIS-HOME", + "companyId": null, + "title": "Genesis 当前交付及访问范围", + "url": "https://www.genesis.live/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "土壤测量、风险/健康评价与企业可持续决策平台。", + "limitation": "测量、采样及分析服务与软件许可需拆；示例土地面积、健康分数与客户环境收益不是公司收入，AI核心仍待核。" + }, + { + "id": "TCAG25-GENESIS-YEAR", + "companyId": null, + "title": "Genesis 成立或旧业务线索", + "url": "https://www.linkedin.com/company/genesis-soil-health", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "同域公司公开主页自报Founded2019，巴黎环境服务业务。", + "limitation": "测量、采样及分析服务与软件许可需拆；示例土地面积、健康分数与客户环境收益不是公司收入，AI核心仍待核。" + }, + { + "id": "TCAG25-GREENY-HOME", + "companyId": null, + "title": "Greeny Solutions 当前交付及访问范围", + "url": "https://greeny-solutions.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网只返回标签管理器外壳；公司公开主页介绍AI与传感设备结合的室内农业自动化。", + "limitation": "官网无正文，业务据自述主页；软件/设备/安装与持续服务需拆，节能增产效果和实际付费未独立验证。" + }, + { + "id": "TCAG25-GREENY-YEAR", + "companyId": null, + "title": "Greeny Solutions 成立或旧业务线索", + "url": "https://www.linkedin.com/company/greeny-solutions-software", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "同域公司公开主页自报Founded2024、Tunis、规模2—10；自填Public Company不当上市证明。", + "limitation": "官网无正文，业务据自述主页；软件/设备/安装与持续服务需拆，节能增产效果和实际付费未独立验证。" + }, + { + "id": "TCAG25-INSTACROPS-HOME", + "companyId": null, + "title": "Instacrops 当前交付及访问范围", + "url": "https://www.instacrops.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网本轮无正文；YC官方描述田间IoT设备、卫星/无人机数据和农业建议平台。", + "limitation": "YC旧文本中的月收入、农场数及增产率缺业务截至日，且主体在范围外；不能按月收入乘12作两年新公司ARR。" + }, + { + "id": "TCAG25-INSTACROPS-YEAR", + "companyId": null, + "title": "Instacrops 成立或旧业务线索", + "url": "https://www.ycombinator.com/companies/instacrops", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "YC官方字段Founded2014、Summer2021、Team34，批次不是成立。", + "limitation": "YC旧文本中的月收入、农场数及增产率缺业务截至日，且主体在范围外；不能按月收入乘12作两年新公司ARR。" + }, + { + "id": "TCAG25-KADEYA-HOME", + "companyId": null, + "title": "Kadeya 当前交付及访问范围", + "url": "https://www.kadeya.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "工作场所可回收瓶装饮料站，提供净水/饮料并回收、清洗、补充瓶具。", + "limitation": "实体饮料、站点设备及运维收费需拆，循环瓶与自动化不自动证明AI主营；众筹与投资人数不是收入/客户。" + }, + { + "id": "TCAG25-KADEYA-YEAR", + "companyId": null, + "title": "Kadeya 成立或旧业务线索", + "url": "https://www.linkedin.com/company/kdy", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "同域公司公开主页自报Founded2020，Chicago、规模2—10。", + "limitation": "实体饮料、站点设备及运维收费需拆，循环瓶与自动化不自动证明AI主营；众筹与投资人数不是收入/客户。" + }, + { + "id": "TCAG25-MUI-HOME", + "companyId": null, + "title": "MUI Robotics 当前交付及访问范围", + "url": "https://mui-robotics.asia/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "电子鼻/气味数字化、在线监测及现场检测服务，面向工业、农业、环境等用途。", + "limitation": "不据第三方2021/2023差异选精确注册年；电子鼻/检测服务不等纯软件ARR，厂商展示未独立测试。" + }, + { + "id": "TCAG25-MUI-YEAR", + "companyId": null, + "title": "MUI Robotics 成立或旧业务线索", + "url": "https://mui-robotics.asia/ข่าวสารและกิจกรรม/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "官网新闻记载2024年5月东京/巴黎、6月韩国巡展及2024-08-21研讨会，表明2025前已有同名业务。", + "limitation": "不据第三方2021/2023差异选精确注册年；电子鼻/检测服务不等纯软件ARR，厂商展示未独立测试。" + }, + { + "id": "TCAG25-SHINSTARR-HOME", + "companyId": null, + "title": "Shin Starr Robotics 当前交付及访问范围", + "url": "https://www.shinstarr.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "现官网展示OLHSO House全服务餐厅和Express机器人快餐加盟格式，结合餐饮品牌、AI运营与机器人。", + "limitation": "餐饮/加盟/设备与软件需拆，餐车/新店发布不重置成立年；门店餐饮流水不等机器人软件ARR。" + }, + { + "id": "TCAG25-SHINSTARR-YEAR", + "companyId": null, + "title": "Shin Starr Robotics 成立或旧业务线索", + "url": "https://www.linkedin.com/company/shinstarr/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "同域Shin Starr Presents Corp.公司主页自报Founded2019。", + "limitation": "餐饮/加盟/设备与软件需拆，餐车/新店发布不重置成立年；门店餐饮流水不等机器人软件ARR。" + }, + { + "id": "TCAG25-TENSORFIELD-HOME", + "companyId": null, + "title": "Tensorfield Agriculture 当前交付及访问范围", + "url": "https://tensorfield.ag/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "识别密集作物间杂草并以定点热植物油喷射除草的农业机器人，安排田间试验。", + "limitation": "仅证旧业务非精确注册日；试验、奖项和喷射精度宣传不当独立效能或实际订阅收入。" + }, + { + "id": "TCAG25-TENSORFIELD-YEAR", + "companyId": null, + "title": "Tensorfield Agriculture 成立或旧业务线索", + "url": "https://tensorfield.ag/news/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "官网新闻归档含2018-11-08奖学金/驻场及2019原型展示，2024已有机器人田间活动。", + "limitation": "仅证旧业务非精确注册日；试验、奖项和喷射精度宣传不当独立效能或实际订阅收入。" + }, + { + "id": "TCAG25-UNIBAIO-HOME", + "companyId": null, + "title": "Unibaio 当前交付及访问范围", + "url": "https://www.unibaio.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网只可读图片/嵌入视频；会员自述为虾壳副产物制造可降解纳米载体，提高农业化学品利用效率。", + "limitation": "配方/原料、许可与农化销售不等SaaS；AI核心未证，减量效果为成员自述，具体法人和合同仍缺。" + }, + { + "id": "TCAG25-UNIBAIO-YEAR", + "companyId": null, + "title": "Unibaio 成立或旧业务线索", + "url": "https://impulse-foundation.com/solutions/ecosystem/unibaio", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "Solar Impulse成员页检索正文自报2022成立、10人；直达缓存未命中，另以政府2023创业项目材料核实旧业务。", + "limitation": "配方/原料、许可与农化销售不等SaaS；AI核心未证，减量效果为成员自述，具体法人和合同仍缺。" + }, + { + "id": "TCAG25-VERLEY-HOME", + "companyId": null, + "title": "Verley 当前交付及访问范围", + "url": "https://verley-food.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以精密发酵制造乳蛋白食品原料。", + "limitation": "发酵生产及原料贸易与AI软件分开；食品原料价格、研发计划或环境收益不等软件ARR，未证AI主营。" + }, + { + "id": "TCAG25-VERLEY-YEAR", + "companyId": null, + "title": "Verley 成立或旧业务线索", + "url": "https://verley-food.com/mission/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "官网Mission明确2022由Hélène Briand与Stéphane Mac Millan成立。", + "limitation": "发酵生产及原料贸易与AI软件分开；食品原料价格、研发计划或环境收益不等软件ARR，未证AI主营。" + }, + { + "id": "TCAG25-CLAVE-PRICING", + "companyId": "TC-CLAVE", + "title": "Clave门店计费与部署层次", + "url": "https://tryclave.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "前30天原文$0.35覆盖接入门店，此后$199/店/月；10店以上按规模定制，较大客户含人工接入支持或前向部署工程师；FAQ称多数合同六个月、月初收费、无终止费。", + "limitation": "原文$币种未明确；报价与合同形状不是已实现收入，折扣、调用/人工成本和续费仍待核。" + }, + { + "id": "TCAG25-CLAVE-TERMS", + "companyId": "TC-CLAVE", + "title": "Clave产品与经营法人边界", + "url": "https://tryclave.ai/terms-of-service", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "2026-05-28更新条款将Clave称Arialy Inc.的DBA产品名，合同与发票使用该法人；平台为餐厅企业员工邀请制。", + "limitation": "仅厂商条款不等独立注册核验；先前CHURROMANIA或Stuvi业务不自动并入新公司ARR。" + }, + { + "id": "TCAG25-AQUAWISE-PROFILE", + "companyId": null, + "title": "AquaWise旧主页年份与卫星产品", + "url": "https://www.linkedin.com/company/aquawise-tech/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "同域公司主页自报Founded2023，旧定位卫星水质订阅，报价499泰铢/莱/月。", + "limitation": "旧报价非本轮现行合同或实际收入，与现官网LINE免费起步分开；团队范围与关联员工数不是独立人数审计。" + }, + { + "id": "TCAG25-AQUAWISE-PRESS", + "companyId": null, + "title": "AquaWise媒体年份差异", + "url": "https://techcrunch.com/2025/10/14/aquawise-will-show-off-its-ai-driven-water-quality-tech-at-techcrunch-disrupt-2025/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "媒体年份交叉核对", + "summary": "媒体记成立年2024，与公司时间线2023不同。", + "limitation": "两说均在范围外，但精确法人日期未核；不把研究年份、经营起点和注册混同。" + }, + { + "id": "TCAG25-CREDOSENSE-ROOT", + "companyId": null, + "title": "CredoSense可读无www官网", + "url": "https://credosense.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "官方当前说明卫星/雷达及现场生理测量结合诊断，机器学习与农艺Agent形成处方建议。", + "limitation": "www域失败与无www可读分开；案例准确率和效果未独立核报告，不从动态计数器零值推零业务。" + }, + { + "id": "TCAG25-UNIBAIO-2023", + "companyId": null, + "title": "Unibaio政府创业项目旧记录", + "url": "https://buenosaires.gob.ar/sites/default/files/2024-03/Cat%C3%A1logo%202023.pdf", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司/机构公开原始资料复核", + "summary": "布宜诺斯艾利斯2023创业目录列Unibaio、同域名与纳米农业业务。", + "limitation": "旧项目记录证明早于2025已有业务，不替精确注册日或当前人员/合同；会员页直达缺项保留。" } ], "reviews": [ @@ -89096,6 +89522,36 @@ "TCCONS25-TATTD-STORY" ], "handling": "酒店礼券面值/供应商收入、分钟服务/小费、客户资产/回报/购物提升及硬件销售不混SaaS ARR。5项成立/主体继续待核，未核AI核心留缺；无新增主公司或收入观测，教学/健康效果、专利和试验登记不当独立实测。" + }, + { + "id": "TCAG25-R-BOUNDARY", + "type": "餐饮软件、实体农业与生物原料的收入边界", + "company": "2025竞赛农业/食品14项", + "scope": "dataset", + "summary": "软件按店计费、人工接入，传感/检测设备、耗材、机器人、餐饮加盟与发酵/农化原料分别分类；研究、批次与旧业务不作新成立。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-AIO-YEAR", + "TCAG25-AQUAWISE-YEAR", + "TCAG25-CLAVE-YEAR", + "TCAG25-CREDOSENSE-YEAR", + "TCAG25-FORTE-YEAR", + "TCAG25-GENESIS-YEAR", + "TCAG25-GREENY-YEAR", + "TCAG25-INSTACROPS-YEAR", + "TCAG25-KADEYA-YEAR", + "TCAG25-MUI-YEAR", + "TCAG25-SHINSTARR-YEAR", + "TCAG25-TENSORFIELD-YEAR", + "TCAG25-UNIBAIO-YEAR", + "TCAG25-VERLEY-YEAR", + "TCAG25-CLAVE-PRICING", + "TCAG25-CLAVE-TERMS", + "TCAG25-AQUAWISE-PROFILE", + "TCAG25-AQUAWISE-PRESS", + "TCAG25-UNIBAIO-2023" + ], + "handling": "Clave报价、CHURROMANIA旧门店数/流水、Instacrops旧无日期月收入、农户采购计划和产量/节省不入新公司ARR。AquaWise2023/2024语义及现产品转向保留；无新增收入观测或独立效能评级。" } ], "coverage": { @@ -96159,6 +96615,233 @@ ] } ] + }, + { + "id": "TC-2025-battlefield-agfood-1", + "sourceId": "S02", + "url": "https://techcrunch.com/2025/12/24/the-14-top-agtech-food-tech-startups-from-disrupt-startup-battlefield/", + "accessedAt": "2026-10-31", + "scope": "本篇14项逐项登记并尝试官网/原始年份，1项公司自述2025关联主公司、13项旧主体/业务暂归范围外。官网失败与替代来源可读分开；只完成该篇候选台账，不等全部200或两年档案，注册/合同与独立效能缺项保留。", + "complete": false, + "records": [ + { + "id": "TC25-AG-AIO", + "name": "ÄIO", + "url": "https://aio.bio/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "2026-10-08公司文章明确2022成立，并描述化妆品原料商品化。 通过微生物发酵将农业/工业副产物流转为食品、化妆品及工业用油脂原料。 原料销售、产能与合作试用数不是SaaS ARR；未证AI主营或独立产能/环境效果。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-AIO-HOME", + "TCAG25-AIO-YEAR" + ] + }, + { + "id": "TC25-AG-AQUAWISE", + "name": "AquaWise", + "url": "https://aquawise.tech/", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "公司时间线称2023年10月三位联合创始人在曼谷开始AquaWise；研究始于2021不当公司成立。 原域跳转aquawise.ai/en；当前在LINE以语音/照片记录虾塘日志，并提供查询及试点照片估重。 旧卫星监测与现LINE助手分开；免费开始、估重示例且误差仍验证，不把采购计划/养殖收入或旧报价当公司ARR。精确注册与2023/2024语义待补。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-AQUAWISE-HOME", + "TCAG25-AQUAWISE-YEAR", + "TCAG25-AQUAWISE-PROFILE", + "TCAG25-AQUAWISE-PRESS" + ] + }, + { + "id": "TC25-AG-CLAVE", + "name": "Clave", + "url": "https://tryclave.ai/", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "同官网公司公开主页自报Founded2025，团队范围2—10；创始人先前经营的CHURROMANIA不等新公司的客户数或收入。 餐饮连锁AI运营Agent，连接门店系统，查询数据、自动报告并在批准后执行操作。 仅公司自述年份，精确注册及旧项目沿革仍待核；品牌标志、融资与门店数量不转为本公司付费数或ARR。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-CLAVE-HOME", + "TCAG25-CLAVE-YEAR", + "TCAG25-CLAVE-PRICING", + "TCAG25-CLAVE-TERMS" + ], + "companyId": "TC-CLAVE" + }, + { + "id": "TC25-AG-CREDOSENSE", + "name": "CredoSense", + "url": "https://www.credosense.com/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "unavailable", + "status": "outside-cohort", + "note": "公司About明确2020成立，最初开发低功耗生物气象传感设备。 www官网访问失败；无www官方About可读，介绍生理诊断、微气候/根区及病原监测的农业决策工作流。 设备、诊断及配套软件分别核合同；AI诊断与准确率宣传未独立验证，不从界面零值推收入或部署为零。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-CREDOSENSE-HOME", + "TCAG25-CREDOSENSE-YEAR", + "TCAG25-CREDOSENSE-ROOT" + ] + }, + { + "id": "TC25-AG-FORTE", + "name": "Forte Biotech", + "url": "https://fortebio.tech/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "官方About称2021在新加坡和越南成立，2022首批商用部署。 农场现场DNA提取与LAMP疾病检测平台，面向虾/鱼/猪疾病，包含设备及试剂。 快速检测、qPCR一致率与国家数均公司自述；分子检测不自动等AI主营，检测耗材和设备销售不当订阅ARR。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-FORTE-HOME", + "TCAG25-FORTE-YEAR" + ] + }, + { + "id": "TC25-AG-GENESIS", + "name": "Genesis", + "url": "https://www.genesis.live/", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "同域公司公开主页自报Founded2019，巴黎环境服务业务。 土壤测量、风险/健康评价与企业可持续决策平台。 测量、采样及分析服务与软件许可需拆；示例土地面积、健康分数与客户环境收益不是公司收入，AI核心仍待核。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-GENESIS-HOME", + "TCAG25-GENESIS-YEAR" + ] + }, + { + "id": "TC25-AG-GREENY", + "name": "Greeny Solutions", + "url": "https://greeny-solutions.com/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "unavailable", + "status": "outside-cohort", + "note": "同域公司公开主页自报Founded2024、Tunis、规模2—10；自填Public Company不当上市证明。 官网只返回标签管理器外壳；公司公开主页介绍AI与传感设备结合的室内农业自动化。 官网无正文，业务据自述主页；软件/设备/安装与持续服务需拆，节能增产效果和实际付费未独立验证。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-GREENY-HOME", + "TCAG25-GREENY-YEAR" + ] + }, + { + "id": "TC25-AG-INSTACROPS", + "name": "Instacrops", + "url": "https://www.instacrops.com/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "unavailable", + "status": "outside-cohort", + "note": "YC官方字段Founded2014、Summer2021、Team34，批次不是成立。 官网本轮无正文；YC官方描述田间IoT设备、卫星/无人机数据和农业建议平台。 YC旧文本中的月收入、农场数及增产率缺业务截至日，且主体在范围外；不能按月收入乘12作两年新公司ARR。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-INSTACROPS-HOME", + "TCAG25-INSTACROPS-YEAR" + ] + }, + { + "id": "TC25-AG-KADEYA", + "name": "Kadeya", + "url": "https://www.kadeya.com/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "同域公司公开主页自报Founded2020，Chicago、规模2—10。 工作场所可回收瓶装饮料站，提供净水/饮料并回收、清洗、补充瓶具。 实体饮料、站点设备及运维收费需拆，循环瓶与自动化不自动证明AI主营；众筹与投资人数不是收入/客户。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-KADEYA-HOME", + "TCAG25-KADEYA-YEAR" + ] + }, + { + "id": "TC25-AG-MUI", + "name": "MUI Robotics", + "url": "https://mui-robotics.asia/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "官网新闻记载2024年5月东京/巴黎、6月韩国巡展及2024-08-21研讨会，表明2025前已有同名业务。 电子鼻/气味数字化、在线监测及现场检测服务，面向工业、农业、环境等用途。 不据第三方2021/2023差异选精确注册年；电子鼻/检测服务不等纯软件ARR，厂商展示未独立测试。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-MUI-HOME", + "TCAG25-MUI-YEAR" + ] + }, + { + "id": "TC25-AG-SHINSTARR", + "name": "Shin Starr Robotics", + "url": "https://www.shinstarr.com/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "同域Shin Starr Presents Corp.公司主页自报Founded2019。 现官网展示OLHSO House全服务餐厅和Express机器人快餐加盟格式，结合餐饮品牌、AI运营与机器人。 餐饮/加盟/设备与软件需拆，餐车/新店发布不重置成立年；门店餐饮流水不等机器人软件ARR。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-SHINSTARR-HOME", + "TCAG25-SHINSTARR-YEAR" + ] + }, + { + "id": "TC25-AG-TENSORFIELD", + "name": "Tensorfield Agriculture", + "url": "https://tensorfield.ag/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "官网新闻归档含2018-11-08奖学金/驻场及2019原型展示，2024已有机器人田间活动。 识别密集作物间杂草并以定点热植物油喷射除草的农业机器人，安排田间试验。 仅证旧业务非精确注册日；试验、奖项和喷射精度宣传不当独立效能或实际订阅收入。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-TENSORFIELD-HOME", + "TCAG25-TENSORFIELD-YEAR" + ] + }, + { + "id": "TC25-AG-UNIBAIO", + "name": "Unibaio", + "url": "https://www.unibaio.com/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "unavailable", + "status": "outside-cohort", + "note": "Solar Impulse成员页检索正文自报2022成立、10人；直达缓存未命中，另以政府2023创业项目材料核实旧业务。 官网只可读图片/嵌入视频；会员自述为虾壳副产物制造可降解纳米载体，提高农业化学品利用效率。 配方/原料、许可与农化销售不等SaaS；AI核心未证，减量效果为成员自述，具体法人和合同仍缺。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-UNIBAIO-HOME", + "TCAG25-UNIBAIO-YEAR", + "TCAG25-UNIBAIO-2023" + ] + }, + { + "id": "TC25-AG-VERLEY", + "name": "Verley", + "url": "https://verley-food.com/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "官网Mission明确2022由Hélène Briand与Stéphane Mac Millan成立。 以精密发酵制造乳蛋白食品原料。 发酵生产及原料贸易与AI软件分开；食品原料价格、研发计划或环境收益不等软件ARR，未证AI主营。", + "evidenceIds": [ + "TCAG25-INDEX", + "TCAG25-VERLEY-HOME", + "TCAG25-VERLEY-YEAR" + ] + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 0023df5..eac270a 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-arr-types-1", + "version": "2026-10-31-tc-agfood-1", "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。", @@ -28,8 +28,8 @@ "techcrunch.com" ], "initialAccess": "AI栏目可读取", - "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。 首次登记2025政府/法律名单正文11项（标题称10）时：7项范围外或既有业务、4项成立/主体待核；当时未新增主公司或ARR，非全部200或两年档案。 另将2025金融/地产名单14项全部登记：11项范围外/既有业务，3项年份/主体/AI待核；不新增公司或收入，不等其余竞赛类别。 另将2025生物技术名单9项全部登记：8项范围外或既有业务，1项产品与主体对应待核；不新增公司或收入，非全部竞赛类别。 后续补证：政府/法律名单Aparti关联2025主公司，Pytho按既有业务排除；该11项现1关联、8范围外、2待核，原始访问记录保留。 另将2025安全类别名单9项全部登记并逐项追原始/公司公开资料，9项均有2020—2024成立或旧业务线索，暂归范围外。官网外壳、产品转向及同名不同站点单列，不新增公司或收入；非完整200或两年档案。 另将2025消费/教育类别26项逐项登记并尝试官网，21项按原始/公司公开年份或旧业务资料暂归范围外，5项成立/主体待核；不新增主公司或收入。硬件、真人交易、礼券、培训/软件混合及AI核心缺项保留，不等全部200或两年档案。", - "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。 继续核Honeyjar主字段与转载的年份差异、Blueprints原始可读资料与旧建筑业务主体；不把包价、演示金额或建设项目价值当ARR。 本篇待核Aparti精确注册、JustiGuide的2024/2026语义、orchestraos主体与年份及Pytho原始登记；补其余竞赛类别和年度档案，不用同名链接替代核查。 补ticker原始可读页面、Investwise主营及主体、Soundspace成立与AI实际交付；保留Genia结果收费与首页套餐的合同缺项，不把交易、返佣或客户资产年化为ARR。 补Avara可读条款和Lumos登记号对应、其他生物技术候选的AI实际作用及地域主体链；研发、临床、审批计划和药企赞助与当前商业收入分开。 Aparti已补公司自述成立，精确注册/付费及Amie收入仍待核；Pytho已由官网链接原始采访补范围外，不再列年份待核，精确注册留缺。 补本批精确注册/集团沿革、Mill Pond可读官网、TruSources/TruClaw运营主体；安全自述、签名记录和实际独立效能分开，AIM年化收入与合同、经常性及截至日仍缺。继续补其他竞赛类别与两年公开档案。 本篇继续核Cerca、Pintours、rax、Tasteit、Young Minds的成立/主体和AI作用；Young Minds 15382154于2024登记且董事对应，但官网外壳，产品/法人直接关联仍缺。Jotto/Young Minds官网正文缺项和同名CampusAI、Renude、Billight不强配；补其余类别/档案。", + "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。 首次登记2025政府/法律名单正文11项（标题称10）时：7项范围外或既有业务、4项成立/主体待核；当时未新增主公司或ARR，非全部200或两年档案。 另将2025金融/地产名单14项全部登记：11项范围外/既有业务，3项年份/主体/AI待核；不新增公司或收入，不等其余竞赛类别。 另将2025生物技术名单9项全部登记：8项范围外或既有业务，1项产品与主体对应待核；不新增公司或收入，非全部竞赛类别。 后续补证：政府/法律名单Aparti关联2025主公司，Pytho按既有业务排除；该11项现1关联、8范围外、2待核，原始访问记录保留。 另将2025安全类别名单9项全部登记并逐项追原始/公司公开资料，9项均有2020—2024成立或旧业务线索，暂归范围外。官网外壳、产品转向及同名不同站点单列，不新增公司或收入；非完整200或两年档案。 另将2025消费/教育类别26项逐项登记并尝试官网，21项按原始/公司公开年份或旧业务资料暂归范围外，5项成立/主体待核；不新增主公司或收入。硬件、真人交易、礼券、培训/软件混合及AI核心缺项保留，不等全部200或两年档案。 另完整登记2025农业/食品单篇14项：Clave公司自报2025关联新主公司，13项按旧成立/业务暂归范围外；官网外壳/失败与替代原始资料分列，AquaWise2023/2024差异保留，不等全部200或两年档案。", + "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。 继续核Honeyjar主字段与转载的年份差异、Blueprints原始可读资料与旧建筑业务主体；不把包价、演示金额或建设项目价值当ARR。 本篇待核Aparti精确注册、JustiGuide的2024/2026语义、orchestraos主体与年份及Pytho原始登记；补其余竞赛类别和年度档案，不用同名链接替代核查。 补ticker原始可读页面、Investwise主营及主体、Soundspace成立与AI实际交付；保留Genia结果收费与首页套餐的合同缺项，不把交易、返佣或客户资产年化为ARR。 补Avara可读条款和Lumos登记号对应、其他生物技术候选的AI实际作用及地域主体链；研发、临床、审批计划和药企赞助与当前商业收入分开。 Aparti已补公司自述成立，精确注册/付费及Amie收入仍待核；Pytho已由官网链接原始采访补范围外，不再列年份待核，精确注册留缺。 补本批精确注册/集团沿革、Mill Pond可读官网、TruSources/TruClaw运营主体；安全自述、签名记录和实际独立效能分开，AIM年化收入与合同、经常性及截至日仍缺。继续补其他竞赛类别与两年公开档案。 本篇继续核Cerca、Pintours、rax、Tasteit、Young Minds的成立/主体和AI作用；Young Minds 15382154于2024登记且董事对应，但官网外壳，产品/法人直接关联仍缺。Jotto/Young Minds官网正文缺项和同名CampusAI、Renude、Billight不强配；补其余类别/档案。 本批补Clave/Arialy独立登记及旧Stuvi沿革、按店合同/折扣/实际付费与部署成本；AquaWise成立语义/免费试点转付费及卫星旧产品边界，Unibaio会员页直达与旧项目主体、各硬件/耗材/原料合同及AI核心仍留缺。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f078671..144c8dc 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-arr-types-1", + "sourceVersion": "2026-10-31-tc-agfood-1", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",