补充Speedrun收入声明并关联公司核查记录

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-dates-1",
+  "version": "2026-10-30-speedrun-1",
   "asOf": "2026-10-30",
   "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": [
@@ -28320,6 +28320,174 @@
           "TECH-MIRO-CODE"
         ]
       }
+    },
+    {
+      "id": "AI063",
+      "name": "Proper Motion",
+      "url": "https://speedrun.a16z.com/companies/proper-motion",
+      "cat": "C03",
+      "year": 2025,
+      "team": 3,
+      "location": "San Francisco, California",
+      "business": "将运行交互转为学习信号的持续学习Agent基础设施",
+      "buyer": "Agent开发企业",
+      "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同",
+      "notes": "私测三周ARR超过27万（原文$）；另有200万管线，非收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。",
+      "cohort": "2025年成立（投资机构名录）",
+      "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知",
+      "price": "本轮未核验实际收费套餐",
+      "stage": "存在自述收入声明；商业交付与留存未独立核验",
+      "sourceType": "a16z Speedrun投资机构资料中的公司自述",
+      "evidenceIds": [
+        "SR-E-proper-motion"
+      ],
+      "revenueStatus": "self",
+      "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
+      "businessModel": "收费与交付结构待进一步核验"
+    },
+    {
+      "id": "AI064",
+      "name": "Cluster",
+      "url": "https://speedrun.a16z.com/companies/cluster",
+      "cat": "C06",
+      "year": 2026,
+      "team": 3,
+      "location": "New York, New York",
+      "business": "以MCP整合GTM工具供Agent执行客户增长任务",
+      "buyer": "AI原生企业及GTM团队",
+      "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同",
+      "notes": "前11周ARR超过26万（原文$）；客户销售管线成果非本公司收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。",
+      "cohort": "2026年成立（投资机构名录）",
+      "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知",
+      "price": "本轮未核验实际收费套餐",
+      "stage": "存在自述收入声明；商业交付与留存未独立核验",
+      "sourceType": "a16z Speedrun投资机构资料中的公司自述",
+      "evidenceIds": [
+        "SR-E-cluster"
+      ],
+      "revenueStatus": "self",
+      "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
+      "businessModel": "收费与交付结构待进一步核验"
+    },
+    {
+      "id": "AI065",
+      "name": "Codos",
+      "url": "https://speedrun.a16z.com/companies/codos",
+      "cat": "C05",
+      "year": 2026,
+      "team": 5,
+      "location": "San Francisco, California",
+      "business": "结合实施与Agent平台自动化企业运营",
+      "buyer": "上市及私募控股企业",
+      "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同",
+      "notes": "仅称七位数live ARR；1000万以上客户经营影响非本公司收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。",
+      "cohort": "2026年成立（投资机构名录）",
+      "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知",
+      "price": "本轮未核验实际收费套餐",
+      "stage": "存在自述收入声明；商业交付与留存未独立核验",
+      "sourceType": "a16z Speedrun投资机构资料中的公司自述",
+      "evidenceIds": [
+        "SR-E-codos"
+      ],
+      "revenueStatus": "self",
+      "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
+      "businessModel": "收费与交付结构待进一步核验"
+    },
+    {
+      "id": "AI066",
+      "name": "Variant",
+      "url": "https://speedrun.a16z.com/companies/variant-now",
+      "cat": "C06",
+      "year": 2025,
+      "team": 6,
+      "location": "Tel Aviv-Yafo, Israel",
+      "business": "实时调整网站内容与体验，面向转化和品牌增长",
+      "buyer": "品牌与电商运营团队",
+      "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同",
+      "notes": "标题60万ARR，正文50万ARR；未标各自时点，不能认定哪个更新；原文仅给$符号或七位数，不将币种和时点补成已验证信息。",
+      "cohort": "2025年成立（投资机构名录）",
+      "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知",
+      "price": "本轮未核验实际收费套餐",
+      "stage": "存在自述收入声明；商业交付与留存未独立核验",
+      "sourceType": "a16z Speedrun投资机构资料中的公司自述",
+      "evidenceIds": [
+        "SR-E-variant-now"
+      ],
+      "revenueStatus": "self",
+      "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
+      "businessModel": "收费与交付结构待进一步核验"
+    },
+    {
+      "id": "AI067",
+      "name": "Abliteration.ai",
+      "url": "https://speedrun.a16z.com/companies/abliteration",
+      "cat": "C01",
+      "year": 2026,
+      "team": 2,
+      "location": "Palo Alto, California",
+      "business": "面向安全测试等场景提供模型访问服务",
+      "buyer": "安全专业人员与Agent测试团队",
+      "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同",
+      "notes": "标题称700万ARR，正文称超过700万run rate，定义待核；原文仅给$符号或七位数，不将币种和时点补成已验证信息。",
+      "cohort": "2026年成立（投资机构名录）",
+      "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知",
+      "price": "本轮未核验实际收费套餐",
+      "stage": "存在自述收入声明；商业交付与留存未独立核验",
+      "sourceType": "a16z Speedrun投资机构资料中的公司自述",
+      "evidenceIds": [
+        "SR-E-abliteration"
+      ],
+      "revenueStatus": "self",
+      "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
+      "businessModel": "收费与交付结构待进一步核验"
+    },
+    {
+      "id": "AI068",
+      "name": "Quinn",
+      "url": "https://speedrun.a16z.com/companies/quinn",
+      "cat": "C05",
+      "year": 2025,
+      "team": 10,
+      "location": "New York, New York",
+      "business": "面向一线员工的AI培训平台",
+      "buyer": "企业培训与人力资源团队",
+      "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同",
+      "notes": "约五个月从20万至110万以上ARR；65家以上客户不自动等于付费客户；原文仅给$符号或七位数，不将币种和时点补成已验证信息。",
+      "cohort": "2025年成立（投资机构名录）",
+      "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知",
+      "price": "本轮未核验实际收费套餐",
+      "stage": "存在自述收入声明；商业交付与留存未独立核验",
+      "sourceType": "a16z Speedrun投资机构资料中的公司自述",
+      "evidenceIds": [
+        "SR-E-quinn"
+      ],
+      "revenueStatus": "self",
+      "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
+      "businessModel": "收费与交付结构待进一步核验"
+    },
+    {
+      "id": "AI069",
+      "name": "Infragrid",
+      "url": "https://speedrun.a16z.com/companies/infragrid",
+      "cat": "C05",
+      "year": 2026,
+      "team": 2,
+      "location": "San Francisco, California",
+      "business": "观察跨应用工作并通过记忆推荐自动化流程",
+      "buyer": "企业及知识工作团队",
+      "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同",
+      "notes": "自述两周ARR30.2万（原文$），节时比例未经独立测试；原文仅给$符号或七位数，不将币种和时点补成已验证信息。",
+      "cohort": "2026年成立（投资机构名录）",
+      "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知",
+      "price": "本轮未核验实际收费套餐",
+      "stage": "存在自述收入声明；商业交付与留存未独立核验",
+      "sourceType": "a16z Speedrun投资机构资料中的公司自述",
+      "evidenceIds": [
+        "SR-E-infragrid"
+      ],
+      "revenueStatus": "self",
+      "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
+      "businessModel": "收费与交付结构待进一步核验"
     }
   ],
   "observations": [
@@ -30509,6 +30677,216 @@
       "reason": "并非明确付费客户，不能直接作ARPA分母或反推ARR",
       "bound": ">",
       "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI063-arr",
+      "company": "AI063",
+      "name": "Proper Motion",
+      "kind": "原文称ARR",
+      "value": 270000,
+      "unit": "原文$，币种待核",
+      "timing": "私测三周后；日历时点未知",
+      "evidence": "SR-E-proper-motion",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "私测三周里程碑，币种与日期未核；不是当前统一时点值",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI063-pipeline",
+      "company": "AI063",
+      "name": "Proper Motion",
+      "kind": "合同管线",
+      "value": 2000000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-proper-motion",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "Pipeline不是已经实现的收入或ARR",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI064-arr",
+      "company": "AI064",
+      "name": "Cluster",
+      "kind": "原文称ARR",
+      "value": 260000,
+      "unit": "原文$，币种待核",
+      "timing": "推出后11周；日历时点未知",
+      "evidence": "SR-E-cluster",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "前11周里程碑，日期及币种未核",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI065-arr",
+      "company": "AI065",
+      "name": "Codos",
+      "kind": "七位数live ARR下界",
+      "value": 1000000,
+      "unit": "币种未注明",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-codos",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "仅表示原文七位数的数量级下界，非精确100万；上界小于1000万，币种与合同口径未知",
+      "bound": "≥",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI065-impact",
+      "company": "AI065",
+      "name": "Codos",
+      "kind": "客户经营影响",
+      "value": 10000000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-codos",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "客户影响金额不是本公司收入",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI066-headline",
+      "company": "AI066",
+      "name": "Variant",
+      "kind": "标题称ARR",
+      "value": 600000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-variant-now",
+      "scope": "公司整体",
+      "selection": "crosscheck",
+      "reason": "与同页正文50万冲突，日期排序未知；保留两值，均不选为代表收入",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI066-body",
+      "company": "AI066",
+      "name": "Variant",
+      "kind": "正文称ARR",
+      "value": 500000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-variant-now",
+      "scope": "公司整体",
+      "selection": "crosscheck",
+      "reason": "与同页标题60万冲突，不能通过取最大值自动选最新",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI066-pipeline",
+      "company": "AI066",
+      "name": "Variant",
+      "kind": "合同管线",
+      "value": 2500000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-variant-now",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "潜在合同不是已实现ARR",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI066-biography",
+      "company": "AI066",
+      "name": "Variant",
+      "kind": "创始人此前公司ARR",
+      "value": 40000000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-variant-now",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "属于Workiz创始人履历，不归Variant",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI067-runrate",
+      "company": "AI067",
+      "name": "Abliteration.ai",
+      "kind": "正文称run rate（标题称ARR）",
+      "value": 7000000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-abliteration",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "金额相近但经常性定义不明确，排除同期ARR比较",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI068-arr",
+      "company": "AI068",
+      "name": "Quinn",
+      "kind": "原文称ARR",
+      "value": 1100000,
+      "unit": "原文$，币种待核",
+      "timing": "约五个月内的末端里程碑；日历时点未知",
+      "evidence": "SR-E-quinn",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "约五个月后的历史披露下界，币种与日期未核",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI068-early",
+      "company": "AI068",
+      "name": "Quinn",
+      "kind": "较早ARR",
+      "value": 200000,
+      "unit": "原文$，币种待核",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-quinn",
+      "scope": "公司整体",
+      "selection": "historical",
+      "reason": "同一公司较早阶段，不作第二家公司或第二笔收入",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI068-customers",
+      "company": "AI068",
+      "name": "Quinn",
+      "kind": "客户数",
+      "value": 65,
+      "unit": "家",
+      "timing": "仅相对时长，日历时点未注明",
+      "evidence": "SR-E-quinn",
+      "scope": "非同期比较记录",
+      "selection": "adoption",
+      "reason": "非明确付费客户数，不直接作ARPA分母",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR-O-AI069-arr",
+      "company": "AI069",
+      "name": "Infragrid",
+      "kind": "原文称ARR",
+      "value": 302000,
+      "unit": "原文$，币种待核",
+      "timing": "两周后；日历时点未知",
+      "evidence": "SR-E-infragrid",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "两周里程碑；日期、币种和经常性定义未核",
+      "bound": "=",
+      "comparisonGroup": null
     }
   ],
   "evidence": [
@@ -42292,6 +42670,83 @@
       "kind": "公司新闻稿",
       "summary": "公司称超过3500家公司使用平台，发布Peec Agent与Actions，包含计划额度及额外月度credits。",
       "limitation": "未说明所有采用公司均为付费；本文未提供新ARR，不能把5月ARR平移到10月；产品效果未独立测试。"
+    },
+    {
+      "id": "SR-E-proper-motion",
+      "companyId": "AI063",
+      "title": "Proper Motion · Speedrun公司资料",
+      "url": "https://speedrun.a16z.com/companies/proper-motion",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构资料中的公司自述",
+      "summary": "成立年2025、员工3人；私测三周ARR超过27万（原文$）；另有200万管线，非收入。",
+      "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。"
+    },
+    {
+      "id": "SR-E-cluster",
+      "companyId": "AI064",
+      "title": "Cluster · Speedrun公司资料",
+      "url": "https://speedrun.a16z.com/companies/cluster",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构资料中的公司自述",
+      "summary": "成立年2026、员工3人；前11周ARR超过26万（原文$）；客户销售管线成果非本公司收入。",
+      "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。"
+    },
+    {
+      "id": "SR-E-codos",
+      "companyId": "AI065",
+      "title": "Codos · Speedrun公司资料",
+      "url": "https://speedrun.a16z.com/companies/codos",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构资料中的公司自述",
+      "summary": "成立年2026、员工5人；仅称七位数live ARR；1000万以上客户经营影响非本公司收入。",
+      "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。"
+    },
+    {
+      "id": "SR-E-variant-now",
+      "companyId": "AI066",
+      "title": "Variant · Speedrun公司资料",
+      "url": "https://speedrun.a16z.com/companies/variant-now",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构资料中的公司自述",
+      "summary": "成立年2025、员工6人；标题60万ARR，正文50万ARR；未标各自时点，不能认定哪个更新。",
+      "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。"
+    },
+    {
+      "id": "SR-E-abliteration",
+      "companyId": "AI067",
+      "title": "Abliteration.ai · Speedrun公司资料",
+      "url": "https://speedrun.a16z.com/companies/abliteration",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构资料中的公司自述",
+      "summary": "成立年2026、员工2人；标题称700万ARR，正文称超过700万run rate，定义待核。",
+      "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。"
+    },
+    {
+      "id": "SR-E-quinn",
+      "companyId": "AI068",
+      "title": "Quinn · Speedrun公司资料",
+      "url": "https://speedrun.a16z.com/companies/quinn",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构资料中的公司自述",
+      "summary": "成立年2025、员工10人；约五个月从20万至110万以上ARR；65家以上客户不自动等于付费客户。",
+      "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。"
+    },
+    {
+      "id": "SR-E-infragrid",
+      "companyId": "AI069",
+      "title": "Infragrid · Speedrun公司资料",
+      "url": "https://speedrun.a16z.com/companies/infragrid",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构资料中的公司自述",
+      "summary": "成立年2026、员工2人；自述两周ARR30.2万（原文$），节时比例未经独立测试。",
+      "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。"
     }
   ],
   "reviews": [
@@ -42650,6 +43105,40 @@
         "E105"
       ],
       "handling": "收入、人数与采用规模按各自时点保存；Wonderful现主营归C05，不把异时点人数与估算收入相除形成精确人效。"
+    },
+    {
+      "id": "SR-R-VARIANT",
+      "type": "同页数字与归属",
+      "company": "Variant",
+      "summary": "同页标题60万ARR、正文50万ARR，均缺独立截止日；另列管线和创始人此前公司收入。",
+      "evidenceIds": [
+        "SR-E-variant-now"
+      ],
+      "handling": "两种ARR数值均作待核交叉记录，不自动取高值；管线与履历金额排除收入比较。"
+    },
+    {
+      "id": "SR-R-DEFINITION",
+      "type": "收入精度与定义",
+      "company": "Abliteration.ai / Codos",
+      "summary": "前者混用ARR与run rate，后者仅给七位数live ARR且未说明币种。",
+      "evidenceIds": [
+        "SR-E-abliteration",
+        "SR-E-codos"
+      ],
+      "handling": "保留原词、上下界和币种缺项，不把数量级当作精确值，不用于同期领域均值。"
+    },
+    {
+      "id": "SR-R-PIPELINE",
+      "type": "时点与合同管线",
+      "company": "Proper Motion / Cluster / Quinn / Infragrid",
+      "summary": "收入时点只有相对周数或月数，客户数和管线不等于经常性收入。",
+      "evidenceIds": [
+        "SR-E-proper-motion",
+        "SR-E-cluster",
+        "SR-E-quinn",
+        "SR-E-infragrid"
+      ],
+      "handling": "建立公司与历史经营信号，但不以访问日充当收入时点；同一公司历史阶段不重复计入横截面。"
     }
   ],
   "coverage": {

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-dates-1",
+  "sourceVersion": "2026-10-30-speedrun-1",
   "asOf": "2026-10-30",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",