diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index b157242..fd74752 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, 1102); + assert.equal(research.companies.length, 1115); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 2973); - assert.equal(research.observations.length, 395); + assert.equal(research.evidence.length, 3047); + assert.equal(research.observations.length, 413); 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 5cafb72..34832eb 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, 1102); - assert.equal(initial.evidence.length, 2973); - assert.equal(initial.observations.length, 395); + assert.equal(initial.companies.length, 1115); + assert.equal(initial.evidence.length, 3047); + assert.equal(initial.observations.length, 413); 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, 182); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 16); + 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 === "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), 1102); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 53); + 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.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1028); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1038); 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")); @@ -124,7 +124,7 @@ 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, 98); + 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?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -578,6 +578,42 @@ test("the fourth uncertain cohort distinguishes product pivots, managed labor an assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR4-"))); }); +test("the fifth uncertain cohort separates dated ARR, service run rates, bookings and previous ventures", () => { + const snapshot = seed as ResearchSnapshot; + const batch = snapshot.candidateBatches!.find((b) => b.id === "YC-AI-UNCLEAR-5")!; + const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(96, 120); + 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, 15); + assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 9); + assert.equal(batch.records.find((r) => r.name === "primitive")!.companyId, "AI002"); + assert.equal(batch.records.find((r) => r.name === "Result")!.companyId, "AI001"); + const result = snapshot.companies.find((c) => c.id === "AI001")!; + assert.equal(result.cat, "C09"); + assert.equal(result.revenueStatus, "unknown"); + assert.match(result.notes, /280万美元ARR属于用户/); + assert.ok(result.evidenceIds.includes("UNCLEAR5-31438-TERMS")); + const andco = snapshot.companies.find((c) => c.id === "YC31411")!; + assert.equal(andco.year, 2026, "a founder's previous venture must not replace the new company's stated year"); + assert.match(andco.notes, /Layup/); + assert.equal(snapshot.evidence.find((e) => e.id === "UNCLEAR5-31411-LAUNCH6")!.companyId, null); + const figures = snapshot.observations.filter((o) => o.id.startsWith("UNCLEAR5-")); + assert.equal(figures.length, 18); + const dated = figures.find((o) => o.id.endsWith("TRELLIS-ARR-AUG"))!; + assert.equal(dated.metric, "arr"); + assert.equal(dated.observedAt, "2026-08-24"); + assert.equal(dated.bound, "≥"); + assert.equal(figures.find((o) => o.id.endsWith("INSTA-RUNRATE"))!.metric, "annualized-revenue"); + assert.equal(figures.find((o) => o.id.endsWith("INSTA-LAUNCH-ARR"))!.metric, "arr"); + for (const suffix of ["PARROT-CONTRACT", "KINRO-OLD-CONTRACT", "BENTO-OLD-EMPLOYER", "TRELLIS-OLD-MGMT"]) { + assert.equal(figures.find((o) => o.id.endsWith(suffix))!.selection, "excluded"); + } + assert.equal(snapshot.companies.find((c) => c.id === "YC31423")!.technicalReview!.level, "description", + "an internal benchmark subset is not an independent leaderboard result"); + assert.ok(figures.every((o) => o.comparisonGroup === null)); + assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR5-"))); +}); + 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 42f3c8b..e00dbeb 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-4", + "version": "2026-10-31-ai-unclear-5", "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": [ @@ -77,24 +77,41 @@ "name": "Result", "url": "https://www.ycombinator.com/companies/result", "channel": "S01", - "cat": "C05", + "cat": "C09", "year": 2026, "team": 2, "location": null, - "business": "创业者从设立公司到运营业务的一体化平台", - "buyer": "创业者", - "delivery": "私人测试，页面称8位早期用户", - "notes": "用户合计280万美元ARR属于用户，不属于Result", + "business": "当前为iPhone/Mac个人Agent；YC仍保留创业者开办/运营公司的一体化平台介绍。", + "buyer": "当前个人设备用户；历史创业者", + "delivery": "当前官网及2026-10-23条款可读；与YC业务差异/转型时点和法律主体连续待核", + "notes": "用户合计280万美元ARR属于用户，不属于Result 本轮原候选复核复用既有ID，不重复增公司。 当前官网及Savio Martin署名条款转为个人设备Agent；暂按官网分类，YC尚有创业平台描述，转型日期/主体连续未核。第三方开放权重模型不当公司自研基础模型；免费不补零收入。", "cohort": "2026年成立", "teamBasis": "YC Team Size，公司自述；访问快照，业务截至日未注明", "datePrecision": "年", - "price": "未逐一核验定价页", + "price": "当前条款称免费，未来付费另告知；历史业务收费未知", "stage": "公开资料，商用成熟度待核验", "sourceType": "公司在YC的自述资料", "evidenceIds": [ - "E001" + "E001", + "UNCLEAR5-31438-YC", + "UNCLEAR5-31438-LAUNCH1", + "UNCLEAR5-31438-HOME", + "UNCLEAR5-31438-TERMS" ], - "revenueStatus": "unknown" + "revenueStatus": "unknown", + "pricingEvidence": "UNCLEAR5-31438-TERMS", + "businessModel": "当前个人设备Agent免费入口/未来软件收费待核；历史创业平台支付/运营服务另记", + "entityBasis": "官网同Result品牌，条款Savio Martin对应YC创始人；未取得独立工商或业务迁移协议", + "classificationBasis": "人工复核：按当前官网及条款暂归个人应用C09，保留YC创业平台C05历史，不以客户ARR替代自身收入。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读个人设备操作/第三方本地模型说明；未下载、运行或验证零留存/敏感步骤交接。", + "evidenceIds": [ + "UNCLEAR5-31438-HOME", + "UNCLEAR5-31438-TERMS" + ] + } }, { "id": "AI002", @@ -108,7 +125,7 @@ "business": "自主Agent的通信基础设施", "buyer": "Agent开发者", "delivery": "公开公司与招聘资料", - "notes": "未读取到收入或价格披露", + "notes": "未读取到收入或价格披露 本轮原候选复核复用既有ID，不重复增公司。", "cohort": "2026年成立", "teamBasis": "YC Team Size，公司自述；访问快照，业务截至日未注明", "datePrecision": "年", @@ -116,7 +133,9 @@ "stage": "公开资料，商用成熟度待核验", "sourceType": "公司在YC的自述资料", "evidenceIds": [ - "E002" + "E002", + "UNCLEAR5-31329-YC", + "UNCLEAR5-31329-HOME" ], "revenueStatus": "unknown" }, @@ -33950,6 +33969,427 @@ "businessModel": "Agent CRM软件；实际套餐及实施成本未核", "entityBasis": "同一YC公司及所链域名/历史发布；法律注册及收费主体未独立核", "classificationBasis": "人工复核：按当前AI任务、买家和交付分类，历史转型及人工服务边界另记，原发现审计保持不变。" + }, + { + "id": "YC31345", + "name": "Replicas", + "url": "https://www.ycombinator.com/companies/replicas", + "channel": "S01", + "cat": "C04", + "year": 2026, + "team": 2, + "location": null, + "business": "在云端VM中运行编码Agent，配置项目环境并按CI/代码评审反馈迭代PR。", + "buyer": "工程团队", + "delivery": "2026-04称20+YC团队采用，未给付费；官网400万融资及Agent活动墙不是收入或实际并发规模。未连接仓库或运行。", + "notes": "2026-04称20+YC团队采用，未给付费；官网400万融资及Agent活动墙不是收入或实际并发规模。未连接仓库或运行。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31345-YC", + "UNCLEAR5-31345-LAUNCH1", + "UNCLEAR5-31345-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://replicas.dev", + "businessModel": "云编码Agent/环境托管；自带模型凭据、计算与服务成本待拆", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读云VM/环境/反馈PR方案，未运行或验证代码效果及隔离。", + "evidenceIds": [ + "UNCLEAR5-31345-HOME" + ] + } + }, + { + "id": "YC31350", + "name": "Hexa", + "url": "https://www.ycombinator.com/companies/hexa", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 3, + "location": null, + "business": "在ERP中用Agent处理RFQ报价、订单、采购及AP/AR。", + "buyer": "工业分销商及制造企业", + "delivery": "官网明确驻场观察及定制部署；客户10%以上收入提升、15%推荐奖励与创始人旧5000用户不是Hexa收入，不能默认纯SaaS毛利。", + "notes": "官网明确驻场观察及定制部署；客户10%以上收入提升、15%推荐奖励与创始人旧5000用户不是Hexa收入，不能默认纯SaaS毛利。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31350-YC", + "UNCLEAR5-31350-LAUNCH1", + "UNCLEAR5-31350-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.hexaagents.com", + "businessModel": "行业软件与嵌入式定制实施/维护；软件和工程费待拆", + "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": "YC31364", + "name": "Chert", + "url": "https://www.ycombinator.com/companies/chert", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 2, + "location": null, + "business": "为AI Agent提供iMessage、SMS及FaceTime音视频通信。", + "buyer": "对话Agent及企业消息开发团队", + "delivery": "官网明确Agent接口，当前CLI说明与尚未发布npm/Python SDK分开；不能因安装示例就称包已可用，未开通通信或核验送达/身份权限。", + "notes": "官网明确Agent接口，当前CLI说明与尚未发布npm/Python SDK分开；不能因安装示例就称包已可用，未开通通信或核验送达/身份权限。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31364-YC", + "UNCLEAR5-31364-LAUNCH1", + "UNCLEAR5-31364-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.trychert.com/", + "businessModel": "消息/通话设施；线路、设备、按量费和上游费用待核", + "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": "YC31372", + "name": "Trellis", + "url": "https://www.ycombinator.com/companies/trellistech", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 5, + "location": null, + "business": "用Agent执行客人消息、清洁维护、任务及业主报告等物业运营。", + "buyer": "短租及度假屋管理公司", + "delivery": "YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。", + "notes": "YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "公司官网自述2026-02成立，YC字段2026；独立注册待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "官网原文$749.99/月起，按房源另报价，一次性white-glove上线费另计；实际合同未知", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31372-YC", + "UNCLEAR5-31372-LAUNCH1", + "UNCLEAR5-31372-HOME", + "UNCLEAR5-31372-PRICE", + "UNCLEAR5-31372-FACTS" + ], + "revenueStatus": "self", + "extraUrl": "https://trellistech.com", + "businessModel": "物业软件月费按房源扩展，加一次性上线/调优服务；收费及确认边界需拆", + "entityBasis": "官网自述Trellis Tech Inc/Delaware，非独立工商核验；与其他Trellis法律/保险/文档及Microsoft模型项目分开", + "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。", + "pricingEvidence": "UNCLEAR5-31372-PRICE" + }, + { + "id": "YC31377", + "name": "Limrun", + "url": "https://www.ycombinator.com/companies/limrun", + "channel": "S01", + "cat": "C03", + "year": 2025, + "team": 1, + "location": null, + "business": "向云Agent提供远程Xcode、iOS/Android模拟器及预览服务。", + "buyer": "移动开发及云端编码Agent团队", + "delivery": "明确是扩展既有沙盒的远程能力，不是整套沙盒替换；Replit等采用及演示构建日志不证明实际付费/成功率。页面0分钟计数可能加载，未作零业务判断。", + "notes": "明确是扩展既有沙盒的远程能力，不是整套沙盒替换；Replit等采用及演示构建日志不证明实际付费/成功率。页面0分钟计数可能加载，未作零业务判断。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2025年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31377-YC", + "UNCLEAR5-31377-LAUNCH1", + "UNCLEAR5-31377-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://lim.run", + "businessModel": "原生开发远程服务/计算托管；资源计量和云成本待核", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读远程Xcode/模拟器/预览方案，非整套沙盒替换；未运行编译或测试。", + "evidenceIds": [ + "UNCLEAR5-31377-HOME" + ] + } + }, + { + "id": "YC31382", + "name": "Kinro", + "url": "https://www.ycombinator.com/companies/kinro", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 6, + "location": null, + "business": "以AI加持牌代理协助企业找保险并办理经纪流程；历史为向经纪商出售工作流。", + "buyer": "美国中小企业保险买家", + "delivery": "2026-06发布称转型前年度收入100万、签单100万/约三分之一到账并放弃旧客户；均非当前经纪ARR。官网当前明确持牌代理支持；许可/承保首单为厂商自述未独立核，保费和佣金不混算。", + "notes": "2026-06发布称转型前年度收入100万、签单100万/约三分之一到账并放弃旧客户；均非当前经纪ARR。官网当前明确持牌代理支持；许可/承保首单为厂商自述未独立核，保费和佣金不混算。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31382-YC", + "UNCLEAR5-31382-LAUNCH1", + "UNCLEAR5-31382-HOME" + ], + "revenueStatus": "self", + "extraUrl": "https://www.kinro.com/", + "businessModel": "保险经纪/佣金及人工支持；转型前软件/FDE交付收入另列", + "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": "YC31403", + "name": "transload", + "url": "https://www.ycombinator.com/companies/transload", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 3, + "location": null, + "business": "用既有安防摄像机的计算机视觉测量货物、关联扫描和WMS/TMS。", + "buyer": "货运、仓库及物流企业", + "delivery": "官网明确AI分析动作/姿态关联货物；每站每月约5万美元再计费/利用率改善属于客户，不是transload收入。一天试点和全覆盖为自述，未独立测量精度或隐私控制。", + "notes": "官网明确AI分析动作/姿态关联货物；每站每月约5万美元再计费/利用率改善属于客户，不是transload收入。一天试点和全覆盖为自述，未独立测量精度或隐私控制。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31403-YC", + "UNCLEAR5-31403-LAUNCH1", + "UNCLEAR5-31403-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.transload.ai", + "businessModel": "物流视觉软件与标定集成服务；收费/硬件及实施成本待核", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读货物CV测量及扫描关联，未测精度、遮挡、现场误差和数据保护。", + "evidenceIds": [ + "UNCLEAR5-31403-HOME" + ] + } + }, + { + "id": "YC31409", + "name": "InstaAgent", + "url": "https://www.ycombinator.com/companies/instaagent", + "channel": "S01", + "cat": "C06", + "year": 2025, + "team": 10, + "location": null, + "business": "AI生成面向细分受众的创意，并进行广告/社交分发及持续优化。", + "buyer": "B2C品牌及付费营销团队", + "delivery": "2026-05发布自称十个月100万ARR且明确从自助转agency；当前YC改称100万annual run rate。保留原标签/时点差异，不将服务年化等同SaaS ARR；官网500+服务客户为自述，创始人旧用户不迁入。", + "notes": "2026-05发布自称十个月100万ARR且明确从自助转agency；当前YC改称100万annual run rate。保留原标签/时点差异，不将服务年化等同SaaS ARR；官网500+服务客户为自述，创始人旧用户不迁入。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2025年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31409-YC", + "UNCLEAR5-31409-LAUNCH1", + "UNCLEAR5-31409-HOME" + ], + "revenueStatus": "self", + "extraUrl": "https://instaagent.com", + "businessModel": "营销代理服务；制作人工、媒体投放与软件/持续合同收入待拆", + "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": "YC31411", + "name": "Andco", + "url": "https://www.ycombinator.com/companies/andco", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 3, + "location": null, + "business": "以Agent索取及整理医疗、警方、保险材料，构建诉前案件。", + "buyer": "人身伤害律所", + "delivery": "YC自报2026成立；创始人履历明确此前为Layup W23，旧2023—2025发布被挂在当前公司页，不证明同一法律实体或Andco早已成立。保留新公司自述与旧事业关系，480万融资不作收入。", + "notes": "YC自报2026成立；创始人履历明确此前为Layup W23，旧2023—2025发布被挂在当前公司页，不证明同一法律实体或Andco早已成立。保留新公司自述与旧事业关系，480万融资不作收入。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31411-YC", + "UNCLEAR5-31411-LAUNCH1", + "UNCLEAR5-31411-HOME", + "UNCLEAR5-31411-FOUNDER-HISTORY" + ], + "revenueStatus": "unknown", + "extraUrl": "http://www.useandco.com", + "businessModel": "法律工作流软件/材料获取与服务；按案、订阅及人工占比待核", + "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": "YC31423", + "name": "BentoLabs AI", + "url": "https://www.ycombinator.com/companies/bentolabs-ai", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 5, + "location": null, + "business": "从运行轨迹检测静默失败/偏移，并生成可复用修复及学习记忆。", + "buyer": "生产Agent开发及运营团队", + "delivery": "旧Emergent的100M ARR及500万用户属前雇主。Terminal-Bench2.0为厂商内部38/89任务、187试次的42.2到52.4比较，非榜单提交/独立复现；warmup及验证提示变化的泛化需另核。", + "notes": "旧Emergent的100M ARR及500万用户属前雇主。Terminal-Bench2.0为厂商内部38/89任务、187试次的42.2到52.4比较，非榜单提交/独立复现；warmup及验证提示变化的泛化需另核。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31423-YC", + "UNCLEAR5-31423-LAUNCH1", + "UNCLEAR5-31423-HOME", + "UNCLEAR5-31423-BENCH" + ], + "revenueStatus": "unknown", + "extraUrl": "https://bentolabs.ai/", + "businessModel": "Agent监控/学习设施；实际定价及人工调优成本待核", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读内部38任务/187试次基准方法及学习记忆，非全89任务或独立榜单提交；未复现。", + "evidenceIds": [ + "UNCLEAR5-31423-HOME", + "UNCLEAR5-31423-BENCH" + ] + } + }, + { + "id": "YC31439", + "name": "Parrot", + "url": "https://www.ycombinator.com/companies/useparrot", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 2, + "location": null, + "business": "以AI理解维修估价/零件/保险上下文，打电话、追索赔并协调运营。", + "buyer": "碰撞维修及汽修门店", + "delivery": "2026-06自述两门店各签30K年合同，未给服务期/回款，不推60K ARR；官网15K客户月增收也不是Parrot收入。现场学习与实际人工介入、准确率待核。", + "notes": "2026-06自述两门店各签30K年合同，未给服务期/回款，不推60K ARR；官网15K客户月增收也不是Parrot收入。现场学习与实际人工介入、准确率待核。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31439-YC", + "UNCLEAR5-31439-LAUNCH1", + "UNCLEAR5-31439-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.useparrot.com/", + "businessModel": "行业软件及电话/运营服务；按年合同与确认收入分开", + "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": "YC31448", + "name": "smol machines", + "url": "https://www.ycombinator.com/companies/smol-machines", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 1, + "location": null, + "business": "提供可在本机、云和自托管之间运行的可移植VM，支持RL rollout和持久Agent。", + "buyer": "Agent、RL环境及软件开发团队", + "delivery": "YC简介泛化，本轮官网明确RL分叉/评分及持久Agent用途，据此补AI设施关联。100赠额、默认资源与小于200ms比较是厂商信息，未运行或验证隔离/性能。", + "notes": "YC简介泛化，本轮官网明确RL分叉/评分及持久Agent用途，据此补AI设施关联。100赠额、默认资源与小于200ms比较是厂商信息，未运行或验证隔离/性能。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2026年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31448-YC", + "UNCLEAR5-31448-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://smolmachines.com/", + "businessModel": "通用VM开源运行时与云计算托管；AI负载/非AI及资源费待拆", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读RL分叉环境/持久Agent与硬件VM边界自述，未运行、验证隔离或性能。", + "evidenceIds": [ + "UNCLEAR5-31448-HOME" + ] + } + }, + { + "id": "YC31457", + "name": "ValCtrl", + "url": "https://www.ycombinator.com/companies/valctrl", + "channel": "S01", + "cat": "C07", + "year": 2025, + "team": 2, + "location": null, + "business": "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。", + "buyer": "预测市场及事件合约用户", + "delivery": "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。", + "notes": "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。 法律主体、确认收入、合同与独立技术效果仍待核。", + "cohort": "2025年成立，据YC公司自述；注册未独立核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未给", + "price": "未取得实际合同及已付单价", + "stage": "公开资料；实际商业成熟度及持续交付待核", + "sourceType": "YC资料、历史发布及可读公司官网", + "evidenceIds": [ + "UNCLEAR5-31457-YC", + "UNCLEAR5-31457-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://valctrl.com", + "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。" } ], "observations": [ @@ -40161,6 +40601,281 @@ "evidence": "UNCLEAR4-31269-HOME", "bound": "=", "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-TRELLIS-YC-ARR", + "company": "YC31372", + "name": "Trellis", + "kind": "YC当前无截止日ARR自述", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，财务截至日未给", + "scope": "公司业务，法律主体与合同口径未核", + "selection": "historical", + "reason": "无共同截止日/币种/合同定义，不与官网600K+相加或进入平台样本", + "evidence": "UNCLEAR5-31372-YC", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "UNCLEAR5-O-TRELLIS-ARR-AUG", + "company": "YC31372", + "name": "Trellis", + "kind": "公司事实页ARR自述", + "value": 600000, + "unit": "原文$，币种待核", + "timing": "页面更新2026-08-24", + "scope": "公司自述物业软件业务，实施费是否剔除未核", + "selection": "historical", + "reason": "不把报价/一次性上线混作ARR，独立账单及经常性需核 observedAt沿用页面更新时间，不代表财务截止日已核。", + "evidence": "UNCLEAR5-31372-FACTS", + "bound": "≥", + "comparisonGroup": null, + "metric": "arr", + "observedAt": "2026-08-24" + }, + { + "id": "UNCLEAR5-O-TRELLIS-YC-CUSTOMERS", + "company": "YC31372", + "name": "Trellis", + "kind": "客户/房源采用自述", + "value": 35, + "unit": "客户", + "timing": "YC当前，无业务截至日", + "scope": "物业运营采用，不是独立付费订阅", + "selection": "adoption", + "reason": "按来源时点分别保存，不相加或反推ARPA/收入", + "evidence": "UNCLEAR5-31372-YC", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-TRELLIS-YC-LISTINGS", + "company": "YC31372", + "name": "Trellis", + "kind": "客户/房源采用自述", + "value": 3000, + "unit": "房源", + "timing": "YC当前，无业务截至日", + "scope": "物业运营采用，不是独立付费订阅", + "selection": "adoption", + "reason": "按来源时点分别保存，不相加或反推ARPA/收入", + "evidence": "UNCLEAR5-31372-YC", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-TRELLIS-AUG-CUSTOMERS", + "company": "YC31372", + "name": "Trellis", + "kind": "客户/房源采用自述", + "value": 45, + "unit": "公司", + "timing": "2026-08-24", + "scope": "物业运营采用，不是独立付费订阅", + "selection": "adoption", + "reason": "按来源时点分别保存，不相加或反推ARPA/收入", + "evidence": "UNCLEAR5-31372-FACTS", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-TRELLIS-AUG-LISTINGS", + "company": "YC31372", + "name": "Trellis", + "kind": "客户/房源采用自述", + "value": 4000, + "unit": "房源", + "timing": "2026-08-24", + "scope": "物业运营采用，不是独立付费订阅", + "selection": "adoption", + "reason": "按来源时点分别保存，不相加或反推ARPA/收入", + "evidence": "UNCLEAR5-31372-FACTS", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-TRELLIS-OLD-MGMT", + "company": "YC31372", + "name": "Trellis", + "kind": "创始人旧物业管理收入", + "value": 2000000, + "unit": "原文$，币种待核", + "timing": "2026-04-22发布，旧业务收入期未给", + "scope": "旧物业管理公司，非Trellis软件", + "selection": "excluded", + "reason": "旧公司经营收入不迁为本公司ARR", + "evidence": "UNCLEAR5-31372-LAUNCH1", + "bound": "≈", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-INSTA-LAUNCH-ARR", + "company": "YC31409", + "name": "InstaAgent", + "kind": "旧发布ARR标签自述", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "2026-05-11称十个月达到，具体财务截止日未给", + "scope": "公司创意/营销代理业务，订阅定义未核", + "selection": "historical", + "reason": "原文称ARR但同时说明agency转型，不能据标签当纯SaaS经常性收入", + "evidence": "UNCLEAR5-31409-LAUNCH1", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "UNCLEAR5-O-INSTA-RUNRATE", + "company": "YC31409", + "name": "InstaAgent", + "kind": "当前YC年化run rate自述", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，称十个月，年化基础未给", + "scope": "公司营销代理服务", + "selection": "historical", + "reason": "年化服务收入与旧ARR标签分开，非当前经审计ARR或平台指标", + "evidence": "UNCLEAR5-31409-YC", + "bound": "=", + "comparisonGroup": null, + "metric": "annualized-revenue" + }, + { + "id": "UNCLEAR5-O-INSTA-SERVED", + "company": "YC31409", + "name": "InstaAgent", + "kind": "官网累计已服务客户自述", + "value": 500, + "unit": "客户", + "timing": "2026-10-31读取，统计期未给", + "scope": "累计服务，未说明当前付费", + "selection": "adoption", + "reason": "不能将累计服务客户当当前订阅，媒体/代理交付和留存待核", + "evidence": "UNCLEAR5-31409-HOME", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-KINRO-OLD-REVENUE", + "company": "YC31382", + "name": "Kinro", + "kind": "转型前工作流年度收入自述", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "2026-06-16发布，年度/确认期未给", + "scope": "转型前保险工作流业务，法律延续待核", + "selection": "historical", + "reason": "年收入不是ARR，不转为现行保险经纪佣金；预收/合同履约需查", + "evidence": "UNCLEAR5-31382-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-KINRO-OLD-CONTRACT", + "company": "YC31382", + "name": "Kinro", + "kind": "转型前企业签约金额", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "2026-06-16发布，合同期未给", + "scope": "旧工作流客户合同，原文称约三分之一已汇款", + "selection": "excluded", + "reason": "签单/回款不等确认收入，未推算精确收款或当前ARR", + "evidence": "UNCLEAR5-31382-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-TRANSLOAD-CLIENT", + "company": "YC31403", + "name": "transload", + "kind": "客户每站每月再计费/利用率价值", + "value": 50000, + "unit": "原文$，币种待核", + "timing": "2026-10-31当前YC自述，客户账期未给", + "scope": "客户收益，非transload收入", + "selection": "excluded", + "reason": "再计费与车厢利用率收益不能作为软件月收入", + "evidence": "UNCLEAR5-31403-YC", + "bound": "≈", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-PARROT-CONTRACT", + "company": "YC31439", + "name": "Parrot", + "kind": "每门店年合同自述", + "value": 30000, + "unit": "原文$，币种待核", + "timing": "2026-06-01发布，合同服务起止及回款未知", + "scope": "已签报价/合同，非确认收入", + "selection": "excluded", + "reason": "不因两店乘法生成60K ARR，履约、取消、折扣和收款待核", + "evidence": "UNCLEAR5-31439-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-PARROT-SHOPS", + "company": "YC31439", + "name": "Parrot", + "kind": "历史已签门店数自述", + "value": 2, + "unit": "门店", + "timing": "2026-06-01发布", + "scope": "签约采用，不代表当前付费/留存", + "selection": "adoption", + "reason": "签约数及合同金额不是已实现经常性收入", + "evidence": "UNCLEAR5-31439-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-PARROT-CLIENT", + "company": "YC31439", + "name": "Parrot", + "kind": "官网门店新增月收入宣传", + "value": 15000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，客户实验/账期未给", + "scope": "客户门店收入，非Parrot收入", + "selection": "excluded", + "reason": "客户增收不作供应商MRR/ARR", + "evidence": "UNCLEAR5-31439-HOME", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-BENTO-OLD-EMPLOYER", + "company": "YC31423", + "name": "BentoLabs AI", + "kind": "创始人前雇主ARR履历", + "value": 100000000, + "unit": "原文$，币种待核", + "timing": "2026-06-01发布，Emergent旧业绩时点未给", + "scope": "Emergent前雇主，非Bento", + "selection": "excluded", + "reason": "前雇主ARR和用户规模不迁入Bento", + "evidence": "UNCLEAR5-31423-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR5-O-REPLICAS-ADOPTION", + "company": "YC31345", + "name": "Replicas", + "kind": "YC团队使用自述", + "value": 20, + "unit": "团队", + "timing": "2026-04-01发布", + "scope": "YC创业团队采用，付费未给", + "selection": "adoption", + "reason": "使用不等付费/活跃或收入", + "evidence": "UNCLEAR5-31345-LAUNCH1", + "bound": ">", + "comparisonGroup": null } ], "evidence": [ @@ -72866,6 +73581,820 @@ "kind": "公司自述官方资料复核", "summary": "原192项第73—96项：12新增、1复用Orthogonal、11保留AI主营待核。", "limitation": "四批96项加此前OpenSEO共97项有后续记录，其余95项继续补核；不回写原发现计数，不代表全部确认来源完成。" + }, + { + "id": "UNCLEAR5-31298-YC", + "companyId": null, + "title": "Applied Electrodynamics, Inc.：当前YC复核", + "url": "https://www.ycombinator.com/companies/applied-electrodynamics-inc", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队5人，状态Active。穿透成像硬件/算法用于建筑和检查；机器可读、成像算法及创始人旧智能设备不足以单独确认当前AI模型主营。预购/1mm宣传非实销或独立性能证明。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31298-LAUNCH1", + "companyId": null, + "title": "Applied Electrodynamics: A new kind of camera that can see through walls", + "url": "https://www.ycombinator.com/launches/SAN-applied-electrodynamics-a-new-kind-of-camera-that-can-see-through-walls", + "publishedAt": "2026-07-30", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "穿透成像硬件/算法用于建筑和检查；机器可读、成像算法及创始人旧智能设备不足以单独确认当前AI模型主营。预购/1mm宣传非实销或独立性能证明。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31329-YC", + "companyId": "AI002", + "title": "primitive：当前YC复核", + "url": "https://www.ycombinator.com/companies/primitive", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队4人，状态Active。复用既有primitive Agent通信设施，不重复新增，官网本轮读取未成功。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31344-YC", + "companyId": null, + "title": "Totalis：当前YC复核", + "url": "https://www.ycombinator.com/companies/totalis", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队0人，状态Active。预测市场组合交易/RFQ；AI题材、相关性定价和数学优化不自动等AI主营，用户头寸/押注不当净收入，Team Size=0仅原自述字段不作无人运营结论。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31344-LAUNCH1", + "companyId": null, + "title": "Totalis - Parlay on Anything", + "url": "https://www.ycombinator.com/launches/QUr-totalis-parlay-on-anything", + "publishedAt": "2026-05-25", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "预测市场组合交易/RFQ；AI题材、相关性定价和数学优化不自动等AI主营，用户头寸/押注不当净收入，Team Size=0仅原自述字段不作无人运营结论。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31345-YC", + "companyId": "YC31345", + "title": "Replicas：当前YC复核", + "url": "https://www.ycombinator.com/companies/replicas", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。在云端VM中运行编码Agent，配置项目环境并按CI/代码评审反馈迭代PR。 2026-04称20+YC团队采用，未给付费；官网400万融资及Agent活动墙不是收入或实际并发规模。未连接仓库或运行。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31345-LAUNCH1", + "companyId": "YC31345", + "title": "Replicas - End-to-End Background Coding Agents", + "url": "https://www.ycombinator.com/launches/PpP-replicas-end-to-end-background-coding-agents", + "publishedAt": "2026-04-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "在云端VM中运行编码Agent，配置项目环境并按CI/代码评审反馈迭代PR。 2026-04称20+YC团队采用，未给付费；官网400万融资及Agent活动墙不是收入或实际并发规模。未连接仓库或运行。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31350-YC", + "companyId": "YC31350", + "title": "Hexa：当前YC复核", + "url": "https://www.ycombinator.com/companies/hexa", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队3人，状态Active。在ERP中用Agent处理RFQ报价、订单、采购及AP/AR。 官网明确驻场观察及定制部署；客户10%以上收入提升、15%推荐奖励与创始人旧5000用户不是Hexa收入，不能默认纯SaaS毛利。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31350-LAUNCH1", + "companyId": "YC31350", + "title": "Hexa: Autonomous operations for industrial distributors", + "url": "https://www.ycombinator.com/launches/Qfd-hexa-autonomous-operations-for-industrial-distributors", + "publishedAt": "2026-06-03", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "在ERP中用Agent处理RFQ报价、订单、采购及AP/AR。 官网明确驻场观察及定制部署；客户10%以上收入提升、15%推荐奖励与创始人旧5000用户不是Hexa收入，不能默认纯SaaS毛利。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31364-YC", + "companyId": "YC31364", + "title": "Chert：当前YC复核", + "url": "https://www.ycombinator.com/companies/chert", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。为AI Agent提供iMessage、SMS及FaceTime音视频通信。 官网明确Agent接口，当前CLI说明与尚未发布npm/Python SDK分开；不能因安装示例就称包已可用，未开通通信或核验送达/身份权限。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31364-LAUNCH1", + "companyId": "YC31364", + "title": "Chert – iMessage infrastructure for trusted communication at scale", + "url": "https://www.ycombinator.com/launches/QGN-chert-imessage-infrastructure-for-trusted-communication-at-scale", + "publishedAt": "2026-05-07", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "为AI Agent提供iMessage、SMS及FaceTime音视频通信。 官网明确Agent接口，当前CLI说明与尚未发布npm/Python SDK分开；不能因安装示例就称包已可用，未开通通信或核验送达/身份权限。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31367-YC", + "companyId": null, + "title": "Andustry：当前YC复核", + "url": "https://www.ycombinator.com/companies/andustry", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。当前YC无业务正文，官网无可读文字；业务类别、AI相关性、交付及收入保留未知。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31372-YC", + "companyId": "YC31372", + "title": "Trellis：当前YC复核", + "url": "https://www.ycombinator.com/companies/trellistech", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队5人，状态Active。用Agent执行客人消息、清洁维护、任务及业主报告等物业运营。 YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31372-LAUNCH1", + "companyId": "YC31372", + "title": "Trellis: Autonomous Agents for Short Term Rentals", + "url": "https://www.ycombinator.com/launches/Q15-trellis-autonomous-agents-for-short-term-rentals", + "publishedAt": "2026-04-22", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用Agent执行客人消息、清洁维护、任务及业主报告等物业运营。 YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31377-YC", + "companyId": "YC31377", + "title": "Limrun：当前YC复核", + "url": "https://www.ycombinator.com/companies/limrun", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025年成立，团队1人，状态Active。向云Agent提供远程Xcode、iOS/Android模拟器及预览服务。 明确是扩展既有沙盒的远程能力，不是整套沙盒替换；Replit等采用及演示构建日志不证明实际付费/成功率。页面0分钟计数可能加载，未作零业务判断。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31377-LAUNCH1", + "companyId": "YC31377", + "title": "Limrun - Your cloud agent can build mobile apps now", + "url": "https://www.ycombinator.com/launches/QSu-limrun-your-cloud-agent-can-build-mobile-apps-now", + "publishedAt": "2026-05-21", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "向云Agent提供远程Xcode、iOS/Android模拟器及预览服务。 明确是扩展既有沙盒的远程能力，不是整套沙盒替换；Replit等采用及演示构建日志不证明实际付费/成功率。页面0分钟计数可能加载，未作零业务判断。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31382-YC", + "companyId": "YC31382", + "title": "Kinro：当前YC复核", + "url": "https://www.ycombinator.com/companies/kinro", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队6人，状态Active。以AI加持牌代理协助企业找保险并办理经纪流程；历史为向经纪商出售工作流。 2026-06发布称转型前年度收入100万、签单100万/约三分之一到账并放弃旧客户；均非当前经纪ARR。官网当前明确持牌代理支持；许可/承保首单为厂商自述未独立核，保费和佣金不混算。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31382-LAUNCH1", + "companyId": "YC31382", + "title": "Kinro - The first autonomous insurance brokerage", + "url": "https://www.ycombinator.com/launches/Qrp-kinro-the-first-autonomous-insurance-brokerage", + "publishedAt": "2026-06-16", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以AI加持牌代理协助企业找保险并办理经纪流程；历史为向经纪商出售工作流。 2026-06发布称转型前年度收入100万、签单100万/约三分之一到账并放弃旧客户；均非当前经纪ARR。官网当前明确持牌代理支持；许可/承保首单为厂商自述未独立核，保费和佣金不混算。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31391-YC", + "companyId": null, + "title": "HEVN, inc：当前YC复核", + "url": "https://www.ycombinator.com/companies/hevn-inc", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队8人，状态Active。跨境支付/企业账户；官网新增Claude/Codex支付操作功能，但核心支付业务与AI贡献占比未核。AI接口、旧钱包1500万用户、客户资金及报价不等AI主营或收入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31391-LAUNCH1", + "companyId": null, + "title": "HEVN: Brex for Non-US Internet Companies", + "url": "https://www.ycombinator.com/launches/Q9t-hevn-brex-for-non-us-internet-companies", + "publishedAt": "2026-04-30", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "跨境支付/企业账户；官网新增Claude/Codex支付操作功能，但核心支付业务与AI贡献占比未核。AI接口、旧钱包1500万用户、客户资金及报价不等AI主营或收入。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31399-YC", + "companyId": null, + "title": "Madrone：当前YC复核", + "url": "https://www.ycombinator.com/companies/madrone", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025年成立，团队2人，状态Active。数据中心冷却/热力系统，属于AI算力邻接；创始人旧ML经历与GPU客户不等自身AI核心交付。7800万GPU收入/节省计算属于客户模型，不作公司收入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31399-LAUNCH1", + "companyId": null, + "title": "Madrone - chiller-less cooling for desert data centers", + "url": "https://www.ycombinator.com/launches/QL1-madrone-chiller-less-cooling-for-desert-data-centers", + "publishedAt": "2026-05-12", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "数据中心冷却/热力系统，属于AI算力邻接；创始人旧ML经历与GPU客户不等自身AI核心交付。7800万GPU收入/节省计算属于客户模型，不作公司收入。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31403-YC", + "companyId": "YC31403", + "title": "transload：当前YC复核", + "url": "https://www.ycombinator.com/companies/transload", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队3人，状态Active。用既有安防摄像机的计算机视觉测量货物、关联扫描和WMS/TMS。 官网明确AI分析动作/姿态关联货物；每站每月约5万美元再计费/利用率改善属于客户，不是transload收入。一天试点和全覆盖为自述，未独立测量精度或隐私控制。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31403-LAUNCH1", + "companyId": "YC31403", + "title": "transload – we measure freight with security cameras", + "url": "https://www.ycombinator.com/launches/QP2-transload-we-measure-freight-with-security-cameras", + "publishedAt": "2026-05-18", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用既有安防摄像机的计算机视觉测量货物、关联扫描和WMS/TMS。 官网明确AI分析动作/姿态关联货物；每站每月约5万美元再计费/利用率改善属于客户，不是transload收入。一天试点和全覆盖为自述，未独立测量精度或隐私控制。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31409-YC", + "companyId": "YC31409", + "title": "InstaAgent：当前YC复核", + "url": "https://www.ycombinator.com/companies/instaagent", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025年成立，团队10人，状态Active。AI生成面向细分受众的创意，并进行广告/社交分发及持续优化。 2026-05发布自称十个月100万ARR且明确从自助转agency；当前YC改称100万annual run rate。保留原标签/时点差异，不将服务年化等同SaaS ARR；官网500+服务客户为自述，创始人旧用户不迁入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31409-LAUNCH1", + "companyId": "YC31409", + "title": "InstaAgent – One marketing campaign → hundreds of personas", + "url": "https://www.ycombinator.com/launches/QKB-instaagent-one-marketing-campaign-hundreds-of-personas", + "publishedAt": "2026-05-11", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI生成面向细分受众的创意，并进行广告/社交分发及持续优化。 2026-05发布自称十个月100万ARR且明确从自助转agency；当前YC改称100万annual run rate。保留原标签/时点差异，不将服务年化等同SaaS ARR；官网500+服务客户为自述，创始人旧用户不迁入。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31411-YC", + "companyId": "YC31411", + "title": "Andco：当前YC复核", + "url": "https://www.ycombinator.com/companies/andco", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队3人，状态Active。以Agent索取及整理医疗、警方、保险材料，构建诉前案件。 YC自报2026成立；创始人履历明确此前为Layup W23，旧2023—2025发布被挂在当前公司页，不证明同一法律实体或Andco早已成立。保留新公司自述与旧事业关系，480万融资不作收入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31411-LAUNCH1", + "companyId": "YC31411", + "title": "Andco: Agentic case workups for personal injury law firms.", + "url": "https://www.ycombinator.com/launches/QAX-andco-agentic-case-workups-for-personal-injury-law-firms", + "publishedAt": "2026-04-30", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以Agent索取及整理医疗、警方、保险材料，构建诉前案件。 YC自报2026成立；创始人履历明确此前为Layup W23，旧2023—2025发布被挂在当前公司页，不证明同一法律实体或Andco早已成立。保留新公司自述与旧事业关系，480万融资不作收入。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31411-LAUNCH6", + "companyId": null, + "title": "Layup: Complete your workflows, with just one line 🏀⚡️", + "url": "https://www.ycombinator.com/launches/IHQ-layup-complete-your-workflows-with-just-one-line", + "publishedAt": "2023-03-14", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Layup的2023发布标题/开头明确旧团队的应用工作流产品；仅作为创始人此前事业证据，不归Andco成立或业绩。", + "limitation": "只核标题/开头及当前创始人履历的业务归属，未将整篇旧文计作新公司深查。" + }, + { + "id": "UNCLEAR5-31414-YC", + "companyId": null, + "title": "Dreach：当前YC复核", + "url": "https://www.ycombinator.com/companies/dreach", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。招聘机构的获客线索代办，官网明确逐条人工核查和服务交付；.ai域名、预测式宣传未补足AI核心实现。示例联系人/公司不是实际数据，按月或成功收费非已实现收入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31423-YC", + "companyId": "YC31423", + "title": "BentoLabs AI：当前YC复核", + "url": "https://www.ycombinator.com/companies/bentolabs-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队5人，状态Active。从运行轨迹检测静默失败/偏移，并生成可复用修复及学习记忆。 旧Emergent的100M ARR及500万用户属前雇主。Terminal-Bench2.0为厂商内部38/89任务、187试次的42.2到52.4比较，非榜单提交/独立复现；warmup及验证提示变化的泛化需另核。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31423-LAUNCH1", + "companyId": "YC31423", + "title": "BentoLabs AI: Monitoring and Learning layer for long-running agents", + "url": "https://www.ycombinator.com/launches/Qcw-bentolabs-ai-monitoring-and-learning-layer-for-long-running-agents", + "publishedAt": "2026-06-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "从运行轨迹检测静默失败/偏移，并生成可复用修复及学习记忆。 旧Emergent的100M ARR及500万用户属前雇主。Terminal-Bench2.0为厂商内部38/89任务、187试次的42.2到52.4比较，非榜单提交/独立复现；warmup及验证提示变化的泛化需另核。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31429-YC", + "companyId": null, + "title": "Oddpool：当前YC复核", + "url": "https://www.ycombinator.com/companies/oddpool", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Inactive。预测市场机构数据基础设施；创始人ML节省和编码Agent可读文档不证明自身AI核心业务。YC Inactive但官网仍可读，不能据此确认停服/注销；数据API报价非实收。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31429-LAUNCH1", + "companyId": null, + "title": "Oddpool: The institutional data layer for prediction markets", + "url": "https://www.ycombinator.com/launches/QKF-oddpool-the-institutional-data-layer-for-prediction-markets", + "publishedAt": "2026-05-11", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "预测市场机构数据基础设施；创始人ML节省和编码Agent可读文档不证明自身AI核心业务。YC Inactive但官网仍可读，不能据此确认停服/注销；数据API报价非实收。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31438-YC", + "companyId": "AI001", + "title": "Result：当前YC复核", + "url": "https://www.ycombinator.com/companies/result", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。复用原公司；保留YC创业平台历史与当前个人iPhone/Mac Agent差异，客户ARR不作公司收入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31438-LAUNCH1", + "companyId": "AI001", + "title": "Result - where businesses get built", + "url": "https://www.ycombinator.com/launches/QkS-result-where-businesses-get-built", + "publishedAt": "2026-06-09", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "复用原公司；保留YC创业平台历史与当前个人iPhone/Mac Agent差异，客户ARR不作公司收入。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31439-YC", + "companyId": "YC31439", + "title": "Parrot：当前YC复核", + "url": "https://www.ycombinator.com/companies/useparrot", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。以AI理解维修估价/零件/保险上下文，打电话、追索赔并协调运营。 2026-06自述两门店各签30K年合同，未给服务期/回款，不推60K ARR；官网15K客户月增收也不是Parrot收入。现场学习与实际人工介入、准确率待核。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31439-LAUNCH1", + "companyId": "YC31439", + "title": "Parrot - AI-native OS for auto repair shops", + "url": "https://www.ycombinator.com/launches/QdR-parrot-ai-native-os-for-auto-repair-shops", + "publishedAt": "2026-06-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以AI理解维修估价/零件/保险上下文，打电话、追索赔并协调运营。 2026-06自述两门店各签30K年合同，未给服务期/回款，不推60K ARR；官网15K客户月增收也不是Parrot收入。现场学习与实际人工介入、准确率待核。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31442-YC", + "companyId": null, + "title": "AICE：当前YC复核", + "url": "https://www.ycombinator.com/companies/aice", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。自主水下防务系统；AI模型/学习任务未确认，官网HTML元数据成立2025与YC2026冲突保留。原型/需求及旧能源方向不作已核部署或收入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31442-LAUNCH1", + "companyId": null, + "title": "AICE Power - Underwater drones for defense", + "url": "https://www.ycombinator.com/launches/Qdm-aice-power-underwater-drones-for-defense", + "publishedAt": "2026-06-02", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "自主水下防务系统；AI模型/学习任务未确认，官网HTML元数据成立2025与YC2026冲突保留。原型/需求及旧能源方向不作已核部署或收入。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31448-YC", + "companyId": "YC31448", + "title": "smol machines：当前YC复核", + "url": "https://www.ycombinator.com/companies/smol-machines", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队1人，状态Active。提供可在本机、云和自托管之间运行的可移植VM，支持RL rollout和持久Agent。 YC简介泛化，本轮官网明确RL分叉/评分及持久Agent用途，据此补AI设施关联。100赠额、默认资源与小于200ms比较是厂商信息，未运行或验证隔离/性能。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31450-YC", + "companyId": null, + "title": "River Markets：当前YC复核", + "url": "https://www.ycombinator.com/companies/river-markets", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2026年成立，团队2人，状态Active。预测市场主经纪及跨市场执行；智能路由、量化策略或前雇主模型履历不足以证明核心AI主营。50M交易量、客户排名和850万融资不作公司净收入。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31450-LAUNCH1", + "companyId": null, + "title": "River Markets - The prime broker for prediction markets", + "url": "https://www.ycombinator.com/launches/QUc-river-markets-the-prime-broker-for-prediction-markets", + "publishedAt": "2026-05-26", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "预测市场主经纪及跨市场执行；智能路由、量化策略或前雇主模型履历不足以证明核心AI主营。50M交易量、客户排名和850万融资不作公司净收入。", + "limitation": "公司历史发布/自述；签单、回款、服务年化、客户/旧事业金额与当前可比ARR分开，未独立查账或运行产品。" + }, + { + "id": "UNCLEAR5-31457-YC", + "companyId": "YC31457", + "title": "ValCtrl：当前YC复核", + "url": "https://www.ycombinator.com/companies/valctrl", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC自报2025年成立，团队2人，状态Active。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。", + "limitation": "自述字段的业务截止日、法律注册和实际收费未独立核；原ai-unclear初筛不回写。" + }, + { + "id": "UNCLEAR5-31298-HOME", + "companyId": null, + "title": "Applied Electrodynamics, Inc.：本轮官网读取", + "url": "https://www.appliedelectrodynamics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "WaveSight穿透成像及建筑/检查用途，预购入口。", + "limitation": "未明确学习模型/AI任务；成像/精度宣传非独立测试或实销，旧Nest经历不迁入。" + }, + { + "id": "UNCLEAR5-31329-HOME", + "companyId": "AI002", + "title": "primitive：本轮官网读取", + "url": "https://primitive.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "浏览工具不支持返回类型，独立HTTP读取403。", + "limitation": "本轮未取得正文，AI业务依据为当前YC自述，不声称官网已读。" + }, + { + "id": "UNCLEAR5-31344-HOME", + "companyId": null, + "title": "Totalis：本轮官网读取", + "url": "https://www.totalis.trade/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "预测市场Combo、RFQ与组合抵押。", + "limitation": "相关性数学/AI话题不证明AI主营；用户资金、报价、结算非公司收入。" + }, + { + "id": "UNCLEAR5-31345-HOME", + "companyId": "YC31345", + "title": "Replicas：本轮官网读取", + "url": "https://replicas.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "云编码Agent平台及400万seed公告，页面含Agent活动墙。", + "limitation": "活动墙和演示非实际任务规模，融资不是收入；未运行Agent或云VM。" + }, + { + "id": "UNCLEAR5-31350-HOME", + "companyId": "YC31350", + "title": "Hexa：本轮官网读取", + "url": "https://www.hexaagents.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "工业ERP Agent与驻场发现、定制集成、优化部署流程。", + "limitation": "人工工程/维护、软件收费和ROI需拆；客户增收及推荐费不是自身ARR。" + }, + { + "id": "UNCLEAR5-31364-HOME", + "companyId": "YC31364", + "title": "Chert：本轮官网读取", + "url": "https://www.trychert.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI Agent iMessage/SMS/FaceTime通信；当前声明npm及Python SDK尚未发布。", + "limitation": "不能根据示例命令推可用包；没有开通消息/通话或验证权限和送达。" + }, + { + "id": "UNCLEAR5-31367-HOME", + "companyId": null, + "title": "Andustry：本轮官网读取", + "url": "https://andustry.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网无可读正文。", + "limitation": "主营、AI任务、买家和收入未知，不补造数据。" + }, + { + "id": "UNCLEAR5-31372-HOME", + "companyId": "YC31372", + "title": "Trellis：本轮官网读取", + "url": "https://www.trellistech.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "短租物业Agent软件及客户展示。", + "limitation": "客户Logo/房源不是独立付费证明；业务/收入时点以分别记录的YC及官网页面自述理解。" + }, + { + "id": "UNCLEAR5-31377-HOME", + "companyId": "YC31377", + "title": "Limrun：本轮官网读取", + "url": "https://limrun.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "远程Xcode、iOS/Android模拟器扩展云Agent能力。", + "limitation": "页面构建日志和0分钟计数不当实测/零业务；未调用远程构建、运行技能或按演示改当前项目。" + }, + { + "id": "UNCLEAR5-31382-HOME", + "companyId": "YC31382", + "title": "Kinro：本轮官网读取", + "url": "https://kinro.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前面向小企业保险及持牌代理支持，无义务报价。", + "limitation": "历史自主售险主张与当前人工代理支持分开；许可/保险结果未独立核，保费不等佣金。" + }, + { + "id": "UNCLEAR5-31391-HOME", + "companyId": null, + "title": "HEVN, inc：本轮官网读取", + "url": "https://gethevn.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "企业跨境支付，含Claude/Codex操作账户/支付功能，官网声明非银行。", + "limitation": "AI功能与支付主营的贡献待核，客户资金非公司收入，牌照/保障未独立核。" + }, + { + "id": "UNCLEAR5-31399-HOME", + "companyId": null, + "title": "Madrone：本轮官网读取", + "url": "https://www.madrone.cool/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "数据中心水冷/露点热力系统，声称少30%电/水。", + "limitation": "AI算力邻接，不自动属于AI主营；GPU收益和节省是客户经济模型，未验证。" + }, + { + "id": "UNCLEAR5-31403-HOME", + "companyId": "YC31403", + "title": "transload：本轮官网读取", + "url": "https://www.transload.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "既有摄像机货物测量，AI动作/姿态关联扫描并写入WMS/TMS。", + "limitation": "精度、全天覆盖、一天试点及数据合规只见自述，客户再计费收入不作平台收入。" + }, + { + "id": "UNCLEAR5-31409-HOME", + "companyId": "YC31409", + "title": "InstaAgent：本轮官网读取", + "url": "https://instaagent.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI创意个性化及多渠道广告服务，声称500+已服务客户。", + "limitation": "当前行业服务/媒体费与纯软件订阅须拆；官网未更新收入，YC与旧发布指标标签分别保留。" + }, + { + "id": "UNCLEAR5-31411-HOME", + "companyId": "YC31411", + "title": "Andco：本轮官网读取", + "url": "https://www.useandco.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "人身伤害案件AI材料获取及casework，480万seed公告。", + "limitation": "融资及每月案件量非收入；旧Layup是否法律主体连续仍需注册/协议补证。" + }, + { + "id": "UNCLEAR5-31414-HOME", + "companyId": null, + "title": "Dreach：本轮官网读取", + "url": "https://dreach.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "招聘机构获客代办，团队逐条人工核查、每周名单；按月或成功收费。", + "limitation": "AI核心任务未明；示例明确为虚构非客户数据，报价/潜客与实收分开。" + }, + { + "id": "UNCLEAR5-31423-HOME", + "companyId": "YC31423", + "title": "BentoLabs AI：本轮官网读取", + "url": "https://bentolabs.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agent生产监控、偏移检测和可复用修复/学习记忆。", + "limitation": "模型/基准增益为内部自测，前雇主Emergent收入/用户不迁入Bento，不当榜单官方提交。" + }, + { + "id": "UNCLEAR5-31429-HOME", + "companyId": null, + "title": "Oddpool：本轮官网读取", + "url": "https://www.oddpool.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "机构预测市场标准化数据及API，仍有可读产品和报价。", + "limitation": "YC Inactive与网站可读不自动确认停服或持续经营；Agent可读文档及创始人旧ML不证明AI主营。" + }, + { + "id": "UNCLEAR5-31438-HOME", + "companyId": "AI001", + "title": "Result：本轮官网读取", + "url": "https://result.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前个人iPhone/Mac Agent，设备上操作及可选云/本机模型。", + "limitation": "与YC创业平台不同；条款Savio Martin支持同创始人关联，法律主体连续/迁移仍待核，不把客户ARR或免费入口变收入。" + }, + { + "id": "UNCLEAR5-31439-HOME", + "companyId": "YC31439", + "title": "Parrot：本轮官网读取", + "url": "https://www.useparrot.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "碰撞维修AI运营、估价及追索赔，宣传门店新增15K月收入。", + "limitation": "客户成果不作平台收入，30K年合同尚未给履约/回款，不反推ARR。" + }, + { + "id": "UNCLEAR5-31442-HOME", + "companyId": null, + "title": "AICE：本轮官网读取", + "url": "https://aicepower.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "首次HTTP可读HTML声明水下防务系统；Organization元数据为AICE POWER SAS、foundingDate2025。", + "limitation": "YC自报2026相冲突且AI模型不明；官网元数据不等独立工商核验，后续HTTP连接重置未补全文。" + }, + { + "id": "UNCLEAR5-31448-HOME", + "companyId": "YC31448", + "title": "smol machines：本轮官网读取", + "url": "https://smolmachines.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "VM云/自托管运行时，明确RL rollout分叉及持久Agent用途。", + "limitation": "同时支持通用负载，AI收入占比未知；100赠额与启动/隔离比较为厂商资料，未运行VM或构建。" + }, + { + "id": "UNCLEAR5-31450-HOME", + "companyId": null, + "title": "River Markets：本轮官网读取", + "url": "https://www.rivermarkets.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "预测市场主经纪/执行及850万融资公告。", + "limitation": "旧交易模型经历和智能路由不单独证明AI核心，50M交易量和融资不是收入。" + }, + { + "id": "UNCLEAR5-31457-HOME", + "companyId": "YC31457", + "title": "ValCtrl：本轮官网读取", + "url": "https://valctrl.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网仅标语/联系与ValCtrl Inc页脚。", + "limitation": "AI世界模型任务依YC当前自述，实际定价/做市、监管和交付未知。" + }, + { + "id": "UNCLEAR5-31372-PRICE", + "companyId": "YC31372", + "title": "Trellis当前套餐及实施边界", + "url": "https://www.trellistech.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "749.99美元符号/月起，按房源扩展，一次性人工上线另报价；非自助，默认草稿/人工转交。", + "limitation": "报价不作ARR，首次费用/人工调优及自动化比例须拆，当前FAQ与目标客户限制不完全一致。" + }, + { + "id": "UNCLEAR5-31372-FACTS", + "companyId": "YC31372", + "title": "Trellis公司事实页：2026-08-24自述", + "url": "https://www.trellistech.com/ai-info", + "publishedAt": "2026-08-24", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "自述2026-02成立、Trellis Tech Inc/Delaware；ARR600K+、45+公司、4000+房源。", + "limitation": "为公司维护的资料非独立注册/审计；美元符号未给货币代码，不与YC无截止日500K相加或视为同日冲突。 日期为页面最后更新，不是独立确认的财务截止日。" + }, + { + "id": "UNCLEAR5-31411-FOUNDER-HISTORY", + "companyId": "YC31411", + "title": "Andco创始人公开商业履历", + "url": "https://www.ycombinator.com/companies/andco", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Ryan Xue及Michael Lemm均将Andco X26列为当前公司、Layup W23列为此前公司；当前公司页却附2023—2025旧发布。", + "limitation": "页面发布映射并不证明法律主体相同，须结合原文/履历，不把旧公司成立及收入转移。" + }, + { + "id": "UNCLEAR5-31423-BENCH", + "companyId": "YC31423", + "title": "Bento Terminal-Bench2.0内部实验方法", + "url": "https://bentolabs.ai/blog/tb2-recursive-learning-lift", + "publishedAt": "2026-05-27", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "38/89任务、187试次，官方历史基线79/187与内部98/187比较；frozen-book且包含warmup来源内容，声明非竞赛提交。", + "limitation": "未独立复现；配对/任务相关性、warmup分布、基线比较及泛化须另核，p值和pass@1非全任务或客户实测。" + }, + { + "id": "UNCLEAR5-31438-TERMS", + "companyId": "AI001", + "title": "Result当前个人Agent条款", + "url": "https://result.dev/tos", + "publishedAt": "2026-10-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "2026-10-23条款署名Savio Martin，描述iPhone/Mac Agent、第三方开放权重模型及当前免费。", + "limitation": "同创始人支持产品关联，不独立证明公司法律连续；免费不作历史零收入，也不据条款作独立安全验证。" + }, + { + "id": "UNCLEAR5-INDEX", + "companyId": null, + "title": "原AI不明候选第五批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。" } ], "reviews": [ @@ -78409,6 +79938,135 @@ "UNCLEAR4-31279-LAUNCH1" ], "handling": "无新增可比MRR/ARR；软件/服务/预付与通道资金需按合同和确认期拆分，不能凭页面余额和厂商成果估造假概率。" + }, + { + "id": "UNCLEAR5-R-BUSINESS", + "type": "AI主营补证及当前/历史交付分类", + "company": "Replicas、Hexa、Chert、Trellis、Limrun、Kinro、transload、InstaAgent、Andco、BentoLabs AI、Parrot、smol machines、ValCtrl、Result、primitive", + "scope": "companies", + "companyIds": [ + "YC31345", + "YC31350", + "YC31364", + "YC31372", + "YC31377", + "YC31382", + "YC31403", + "YC31409", + "YC31411", + "YC31423", + "YC31439", + "YC31448", + "YC31457", + "AI001", + "AI002" + ], + "summary": "13新增、2复用；Result当前个人设备Agent暂C09，行业工作流、营销代理、训练/运行设施分别归类。", + "evidenceIds": [ + "UNCLEAR5-31345-YC", + "UNCLEAR5-31350-YC", + "UNCLEAR5-31364-YC", + "UNCLEAR5-31372-YC", + "UNCLEAR5-31377-YC", + "UNCLEAR5-31382-YC", + "UNCLEAR5-31403-YC", + "UNCLEAR5-31409-YC", + "UNCLEAR5-31411-YC", + "UNCLEAR5-31423-YC", + "UNCLEAR5-31439-YC", + "UNCLEAR5-31448-YC", + "UNCLEAR5-31457-YC", + "UNCLEAR5-31329-YC", + "UNCLEAR5-31438-YC" + ], + "handling": "不重复原公司/928发现来源，旧客户/员工/AI经历不迁入；法律主体与实际合同待核。" + }, + { + "id": "UNCLEAR5-R-PENDING", + "type": "通用金融、邻接硬件与空简介缺项", + "company": "YC AI不明候选第五批", + "scope": "dataset", + "summary": "9项保留AI主营待核；HEVN虽有AI操作、Oddpool有Agent文档仍需主营拆分，AICE官网2025/YC2026差异保留。", + "evidenceIds": [ + "UNCLEAR5-INDEX", + "UNCLEAR5-31298-YC", + "UNCLEAR5-31344-YC", + "UNCLEAR5-31367-YC", + "UNCLEAR5-31391-YC", + "UNCLEAR5-31399-YC", + "UNCLEAR5-31414-YC", + "UNCLEAR5-31429-YC", + "UNCLEAR5-31442-YC", + "UNCLEAR5-31450-YC" + ], + "handling": "通用API、AI客户、域名、历史ML履历、自动路由不单独确认主营；Inactive与可读官网不擅自等同停服/注销。" + }, + { + "id": "UNCLEAR5-R-TECH", + "type": "云环境、CV及内部基准的可核范围", + "company": "Replicas、Limrun、transload、BentoLabs AI、smol machines、Result", + "scope": "companies", + "companyIds": [ + "YC31345", + "YC31377", + "YC31403", + "YC31423", + "YC31448", + "AI001" + ], + "summary": "远程编译/VM/RL环境和视觉测量只读自述；Bento内部匹配子集不能升级独立榜单，Result用第三方开放权重。", + "evidenceIds": [ + "UNCLEAR5-31345-HOME", + "UNCLEAR5-31377-HOME", + "UNCLEAR5-31403-HOME", + "UNCLEAR5-31448-HOME", + "UNCLEAR5-31423-BENCH", + "UNCLEAR5-31438-TERMS" + ], + "handling": "未安装、运行、编译或复现；子集/试次相关、warmup和开场提示变化限制跨任务外推，未以自述效果估技术强弱分数。" + }, + { + "id": "UNCLEAR5-R-REVENUE", + "type": "ARR、年化服务收入、签单与旧事业分开", + "company": "Trellis、Kinro、InstaAgent、transload、Parrot、BentoLabs AI", + "scope": "companies", + "companyIds": [ + "YC31372", + "YC31382", + "YC31409", + "YC31403", + "YC31439", + "YC31423" + ], + "summary": "Trellis两来源500K/600K+、InstaAgent ARR/annual run rate及Kinro转型前年收入保留来源和期间；客户/旧事业及签约金额排除。", + "evidenceIds": [ + "UNCLEAR5-31372-YC", + "UNCLEAR5-31372-FACTS", + "UNCLEAR5-31372-PRICE", + "UNCLEAR5-31409-YC", + "UNCLEAR5-31409-LAUNCH1", + "UNCLEAR5-31382-LAUNCH1", + "UNCLEAR5-31439-LAUNCH1", + "UNCLEAR5-31423-LAUNCH1" + ], + "handling": "没有新增同口径平台MRR；Trellis上线费、代理制作/媒体费、保险保费/佣金、Parrot履约和回款均待拆，不因标签变化或快照差异推造假。" + }, + { + "id": "UNCLEAR5-R-IDENTITY", + "type": "创始人旧公司发布不代替当前公司成立", + "company": "Andco、Result", + "scope": "companies", + "companyIds": [ + "YC31411", + "AI001" + ], + "summary": "Andco创始人将Layup列此前公司，尽管旧发布映射当前YC ID；Result条款同创始人支持当前产品关联，仍保留实体限制。", + "evidenceIds": [ + "UNCLEAR5-31411-FOUNDER-HISTORY", + "UNCLEAR5-31411-LAUNCH6", + "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。" } ], "coverage": { @@ -82337,6 +83995,387 @@ "note": "原ai-unclear，YC自报2026年成立。多链入金API/SDK；服务Agent或AI客户不等AI核心主营，客户充值/结算与前公司3000万用户不迁为公司收入。 AI主营继续待核，不计公司表，不是永久排除。" } ] + }, + { + "id": "YC-AI-UNCLEAR-5", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原192项AI不明第97—120项按发现顺序补核；13新增、2复用、9仍AI主营待核。五批120项加此前OpenSEO1项已有记录，另71项继续补核。", + "complete": false, + "records": [ + { + "id": "YC-AI5-31298", + "name": "Applied Electrodynamics, Inc.", + "url": "https://www.ycombinator.com/companies/applied-electrodynamics-inc", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31298-YC", + "UNCLEAR5-31298-LAUNCH1", + "UNCLEAR5-31298-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。穿透成像硬件/算法用于建筑和检查；机器可读、成像算法及创始人旧智能设备不足以单独确认当前AI模型主营。预购/1mm宣传非实销或独立性能证明。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31329", + "name": "primitive", + "url": "https://www.ycombinator.com/companies/primitive", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI002", + "evidenceIds": [ + "UNCLEAR5-31329-YC", + "UNCLEAR5-31329-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。复用既有primitive Agent通信设施，不重复新增，官网本轮读取未成功。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31344", + "name": "Totalis", + "url": "https://www.ycombinator.com/companies/totalis", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31344-YC", + "UNCLEAR5-31344-LAUNCH1", + "UNCLEAR5-31344-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。预测市场组合交易/RFQ；AI题材、相关性定价和数学优化不自动等AI主营，用户头寸/押注不当净收入，Team Size=0仅原自述字段不作无人运营结论。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31345", + "name": "Replicas", + "url": "https://www.ycombinator.com/companies/replicas", + "categoryId": "C04", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31345", + "evidenceIds": [ + "UNCLEAR5-31345-YC", + "UNCLEAR5-31345-LAUNCH1", + "UNCLEAR5-31345-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。在云端VM中运行编码Agent，配置项目环境并按CI/代码评审反馈迭代PR。 2026-04称20+YC团队采用，未给付费；官网400万融资及Agent活动墙不是收入或实际并发规模。未连接仓库或运行。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31350", + "name": "Hexa", + "url": "https://www.ycombinator.com/companies/hexa", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31350", + "evidenceIds": [ + "UNCLEAR5-31350-YC", + "UNCLEAR5-31350-LAUNCH1", + "UNCLEAR5-31350-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。在ERP中用Agent处理RFQ报价、订单、采购及AP/AR。 官网明确驻场观察及定制部署；客户10%以上收入提升、15%推荐奖励与创始人旧5000用户不是Hexa收入，不能默认纯SaaS毛利。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31364", + "name": "Chert", + "url": "https://www.ycombinator.com/companies/chert", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31364", + "evidenceIds": [ + "UNCLEAR5-31364-YC", + "UNCLEAR5-31364-LAUNCH1", + "UNCLEAR5-31364-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。为AI Agent提供iMessage、SMS及FaceTime音视频通信。 官网明确Agent接口，当前CLI说明与尚未发布npm/Python SDK分开；不能因安装示例就称包已可用，未开通通信或核验送达/身份权限。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31367", + "name": "Andustry", + "url": "https://www.ycombinator.com/companies/andustry", + "categoryId": "C00", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31367-YC", + "UNCLEAR5-31367-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。当前YC无业务正文，官网无可读文字；业务类别、AI相关性、交付及收入保留未知。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31372", + "name": "Trellis", + "url": "https://www.ycombinator.com/companies/trellistech", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31372", + "evidenceIds": [ + "UNCLEAR5-31372-YC", + "UNCLEAR5-31372-LAUNCH1", + "UNCLEAR5-31372-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。用Agent执行客人消息、清洁维护、任务及业主报告等物业运营。 YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31377", + "name": "Limrun", + "url": "https://www.ycombinator.com/companies/limrun", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31377", + "evidenceIds": [ + "UNCLEAR5-31377-YC", + "UNCLEAR5-31377-LAUNCH1", + "UNCLEAR5-31377-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。向云Agent提供远程Xcode、iOS/Android模拟器及预览服务。 明确是扩展既有沙盒的远程能力，不是整套沙盒替换；Replit等采用及演示构建日志不证明实际付费/成功率。页面0分钟计数可能加载，未作零业务判断。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31382", + "name": "Kinro", + "url": "https://www.ycombinator.com/companies/kinro", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31382", + "evidenceIds": [ + "UNCLEAR5-31382-YC", + "UNCLEAR5-31382-LAUNCH1", + "UNCLEAR5-31382-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。以AI加持牌代理协助企业找保险并办理经纪流程；历史为向经纪商出售工作流。 2026-06发布称转型前年度收入100万、签单100万/约三分之一到账并放弃旧客户；均非当前经纪ARR。官网当前明确持牌代理支持；许可/承保首单为厂商自述未独立核，保费和佣金不混算。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31391", + "name": "HEVN, inc", + "url": "https://www.ycombinator.com/companies/hevn-inc", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31391-YC", + "UNCLEAR5-31391-LAUNCH1", + "UNCLEAR5-31391-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。跨境支付/企业账户；官网新增Claude/Codex支付操作功能，但核心支付业务与AI贡献占比未核。AI接口、旧钱包1500万用户、客户资金及报价不等AI主营或收入。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31399", + "name": "Madrone", + "url": "https://www.ycombinator.com/companies/madrone", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31399-YC", + "UNCLEAR5-31399-LAUNCH1", + "UNCLEAR5-31399-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。数据中心冷却/热力系统，属于AI算力邻接；创始人旧ML经历与GPU客户不等自身AI核心交付。7800万GPU收入/节省计算属于客户模型，不作公司收入。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31403", + "name": "transload", + "url": "https://www.ycombinator.com/companies/transload", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31403", + "evidenceIds": [ + "UNCLEAR5-31403-YC", + "UNCLEAR5-31403-LAUNCH1", + "UNCLEAR5-31403-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。用既有安防摄像机的计算机视觉测量货物、关联扫描和WMS/TMS。 官网明确AI分析动作/姿态关联货物；每站每月约5万美元再计费/利用率改善属于客户，不是transload收入。一天试点和全覆盖为自述，未独立测量精度或隐私控制。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31409", + "name": "InstaAgent", + "url": "https://www.ycombinator.com/companies/instaagent", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31409", + "evidenceIds": [ + "UNCLEAR5-31409-YC", + "UNCLEAR5-31409-LAUNCH1", + "UNCLEAR5-31409-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。AI生成面向细分受众的创意，并进行广告/社交分发及持续优化。 2026-05发布自称十个月100万ARR且明确从自助转agency；当前YC改称100万annual run rate。保留原标签/时点差异，不将服务年化等同SaaS ARR；官网500+服务客户为自述，创始人旧用户不迁入。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31411", + "name": "Andco", + "url": "https://www.ycombinator.com/companies/andco", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31411", + "evidenceIds": [ + "UNCLEAR5-31411-YC", + "UNCLEAR5-31411-LAUNCH1", + "UNCLEAR5-31411-LAUNCH6", + "UNCLEAR5-31411-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。以Agent索取及整理医疗、警方、保险材料，构建诉前案件。 YC自报2026成立；创始人履历明确此前为Layup W23，旧2023—2025发布被挂在当前公司页，不证明同一法律实体或Andco早已成立。保留新公司自述与旧事业关系，480万融资不作收入。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31414", + "name": "Dreach", + "url": "https://www.ycombinator.com/companies/dreach", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31414-YC", + "UNCLEAR5-31414-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。招聘机构的获客线索代办，官网明确逐条人工核查和服务交付；.ai域名、预测式宣传未补足AI核心实现。示例联系人/公司不是实际数据，按月或成功收费非已实现收入。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31423", + "name": "BentoLabs AI", + "url": "https://www.ycombinator.com/companies/bentolabs-ai", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31423", + "evidenceIds": [ + "UNCLEAR5-31423-YC", + "UNCLEAR5-31423-LAUNCH1", + "UNCLEAR5-31423-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。从运行轨迹检测静默失败/偏移，并生成可复用修复及学习记忆。 旧Emergent的100M ARR及500万用户属前雇主。Terminal-Bench2.0为厂商内部38/89任务、187试次的42.2到52.4比较，非榜单提交/独立复现；warmup及验证提示变化的泛化需另核。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31429", + "name": "Oddpool", + "url": "https://www.ycombinator.com/companies/oddpool", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31429-YC", + "UNCLEAR5-31429-LAUNCH1", + "UNCLEAR5-31429-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。预测市场机构数据基础设施；创始人ML节省和编码Agent可读文档不证明自身AI核心业务。YC Inactive但官网仍可读，不能据此确认停服/注销；数据API报价非实收。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31438", + "name": "Result", + "url": "https://www.ycombinator.com/companies/result", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI001", + "evidenceIds": [ + "UNCLEAR5-31438-YC", + "UNCLEAR5-31438-LAUNCH1", + "UNCLEAR5-31438-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。复用原公司；保留YC创业平台历史与当前个人iPhone/Mac Agent差异，客户ARR不作公司收入。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31439", + "name": "Parrot", + "url": "https://www.ycombinator.com/companies/useparrot", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31439", + "evidenceIds": [ + "UNCLEAR5-31439-YC", + "UNCLEAR5-31439-LAUNCH1", + "UNCLEAR5-31439-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。以AI理解维修估价/零件/保险上下文，打电话、追索赔并协调运营。 2026-06自述两门店各签30K年合同，未给服务期/回款，不推60K ARR；官网15K客户月增收也不是Parrot收入。现场学习与实际人工介入、准确率待核。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31442", + "name": "AICE", + "url": "https://www.ycombinator.com/companies/aice", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31442-YC", + "UNCLEAR5-31442-LAUNCH1", + "UNCLEAR5-31442-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。自主水下防务系统；AI模型/学习任务未确认，官网HTML元数据成立2025与YC2026冲突保留。原型/需求及旧能源方向不作已核部署或收入。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31448", + "name": "smol machines", + "url": "https://www.ycombinator.com/companies/smol-machines", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31448", + "evidenceIds": [ + "UNCLEAR5-31448-YC", + "UNCLEAR5-31448-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。提供可在本机、云和自托管之间运行的可移植VM，支持RL rollout和持久Agent。 YC简介泛化，本轮官网明确RL分叉/评分及持久Agent用途，据此补AI设施关联。100赠额、默认资源与小于200ms比较是厂商信息，未运行或验证隔离/性能。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI5-31450", + "name": "River Markets", + "url": "https://www.ycombinator.com/companies/river-markets", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR5-31450-YC", + "UNCLEAR5-31450-LAUNCH1", + "UNCLEAR5-31450-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。预测市场主经纪及跨市场执行；智能路由、量化策略或前雇主模型履历不足以证明核心AI主营。50M交易量、客户排名和850万融资不作公司净收入。 AI主营继续待核，不计主公司表，也非永久排除。" + }, + { + "id": "YC-AI5-31457", + "name": "ValCtrl", + "url": "https://www.ycombinator.com/companies/valctrl", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31457", + "evidenceIds": [ + "UNCLEAR5-31457-YC", + "UNCLEAR5-31457-HOME" + ], + "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。" + } + ] } ], "directoryRechecks": [ @@ -83001,6 +85040,184 @@ "UNCLEAR4-31289-HOME" ], "reason": "明确Agent/模型/AI任务补证；当前官网本轮无法读取，AI依据为YC明确Agent CRM业务，不当已核付费交付。合同、真实客户和联系权限尚待核。 原1428发现与928初始新增计数不回写。" + }, + { + "ycId": 31329, + "originalStatus": "ai-unclear", + "companyId": "AI002", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31329-YC", + "UNCLEAR5-31329-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，复用已有公司。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31345, + "originalStatus": "ai-unclear", + "companyId": "YC31345", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31345-YC", + "UNCLEAR5-31345-LAUNCH1", + "UNCLEAR5-31345-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，2026-04称20+YC团队采用，未给付费；官网400万融资及Agent活动墙不是收入或实际并发规模。未连接仓库或运行。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31350, + "originalStatus": "ai-unclear", + "companyId": "YC31350", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31350-YC", + "UNCLEAR5-31350-LAUNCH1", + "UNCLEAR5-31350-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，官网明确驻场观察及定制部署；客户10%以上收入提升、15%推荐奖励与创始人旧5000用户不是Hexa收入，不能默认纯SaaS毛利。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31364, + "originalStatus": "ai-unclear", + "companyId": "YC31364", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31364-YC", + "UNCLEAR5-31364-LAUNCH1", + "UNCLEAR5-31364-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，官网明确Agent接口，当前CLI说明与尚未发布npm/Python SDK分开；不能因安装示例就称包已可用，未开通通信或核验送达/身份权限。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31372, + "originalStatus": "ai-unclear", + "companyId": "YC31372", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31372-YC", + "UNCLEAR5-31372-LAUNCH1", + "UNCLEAR5-31372-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，YC未注明业务截至日的500K ARR/35客户/3000房源，与官网2026-08-24的600K+ ARR/45+公司/4000+房源分别保存。报价749.99美元符号/月起，上线费另计，默认草稿/转人工，不当无监督全自动。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31377, + "originalStatus": "ai-unclear", + "companyId": "YC31377", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31377-YC", + "UNCLEAR5-31377-LAUNCH1", + "UNCLEAR5-31377-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，明确是扩展既有沙盒的远程能力，不是整套沙盒替换；Replit等采用及演示构建日志不证明实际付费/成功率。页面0分钟计数可能加载，未作零业务判断。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31382, + "originalStatus": "ai-unclear", + "companyId": "YC31382", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31382-YC", + "UNCLEAR5-31382-LAUNCH1", + "UNCLEAR5-31382-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，2026-06发布称转型前年度收入100万、签单100万/约三分之一到账并放弃旧客户；均非当前经纪ARR。官网当前明确持牌代理支持；许可/承保首单为厂商自述未独立核，保费和佣金不混算。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31403, + "originalStatus": "ai-unclear", + "companyId": "YC31403", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31403-YC", + "UNCLEAR5-31403-LAUNCH1", + "UNCLEAR5-31403-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，官网明确AI分析动作/姿态关联货物；每站每月约5万美元再计费/利用率改善属于客户，不是transload收入。一天试点和全覆盖为自述，未独立测量精度或隐私控制。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31409, + "originalStatus": "ai-unclear", + "companyId": "YC31409", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31409-YC", + "UNCLEAR5-31409-LAUNCH1", + "UNCLEAR5-31409-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，2026-05发布自称十个月100万ARR且明确从自助转agency；当前YC改称100万annual run rate。保留原标签/时点差异，不将服务年化等同SaaS ARR；官网500+服务客户为自述，创始人旧用户不迁入。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31411, + "originalStatus": "ai-unclear", + "companyId": "YC31411", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31411-YC", + "UNCLEAR5-31411-LAUNCH1", + "UNCLEAR5-31411-LAUNCH6", + "UNCLEAR5-31411-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，YC自报2026成立；创始人履历明确此前为Layup W23，旧2023—2025发布被挂在当前公司页，不证明同一法律实体或Andco早已成立。保留新公司自述与旧事业关系，480万融资不作收入。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31423, + "originalStatus": "ai-unclear", + "companyId": "YC31423", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31423-YC", + "UNCLEAR5-31423-LAUNCH1", + "UNCLEAR5-31423-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，旧Emergent的100M ARR及500万用户属前雇主。Terminal-Bench2.0为厂商内部38/89任务、187试次的42.2到52.4比较，非榜单提交/独立复现；warmup及验证提示变化的泛化需另核。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31438, + "originalStatus": "ai-unclear", + "companyId": "AI001", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31438-YC", + "UNCLEAR5-31438-LAUNCH1", + "UNCLEAR5-31438-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，复用已有公司。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31439, + "originalStatus": "ai-unclear", + "companyId": "YC31439", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31439-YC", + "UNCLEAR5-31439-LAUNCH1", + "UNCLEAR5-31439-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，2026-06自述两门店各签30K年合同，未给服务期/回款，不推60K ARR；官网15K客户月增收也不是Parrot收入。现场学习与实际人工介入、准确率待核。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31448, + "originalStatus": "ai-unclear", + "companyId": "YC31448", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31448-YC", + "UNCLEAR5-31448-HOME" + ], + "reason": "当前或历史资料明确AI/Agent任务，补证入表，YC简介泛化，本轮官网明确RL分叉/评分及持久Agent用途，据此补AI设施关联。100赠额、默认资源与小于200ms比较是厂商信息，未运行或验证隔离/性能。 原1428发现审计与928初始新增计数不回写。" + }, + { + "ycId": 31457, + "originalStatus": "ai-unclear", + "companyId": "YC31457", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR5-31457-YC", + "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。" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 15ad166..6f6f554 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-4", + "version": "2026-10-31-ai-unclear-5", "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项已补核四批96项：51新增、4复用、41保留AI主营待核；另此前OpenSEO1项，合计97项已有后续记录，其余95项继续补核。原发现审计及928条初始新增不回写。Fern历史会议/当前机器人RL、MochaCare软件/人工管理、Agent支付/客户资金、Laurence广告费、Ekpa连接资产及Regbase资助线索分开；无新增可比MRR/ARR。Klaus停服、Asimov清洁服务及其他旧收入/技术边界保留。" + "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。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index af9bf20..fce8027 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-4", + "sourceVersion": "2026-10-31-ai-unclear-5", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",