From 8d7b10df1969c69e9d9f09b149d05f26896c4f03 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 02:24:38 +0800 Subject: [PATCH] Review model tag candidates and separate licensing and revenue evidence --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 10 +- content/research/ai-companies.seed.json | 1222 ++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1033 insertions(+), 209 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index abe5800..ad16498 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1858); - assert.equal(research.observations.length, 237); + assert.equal(research.evidence.length, 1909); + assert.equal(research.observations.length, 240); 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 ff08234..4035e77 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1051); - assert.equal(initial.evidence.length, 1858); - assert.equal(initial.observations.length, 237); + assert.equal(initial.evidence.length, 1909); + assert.equal(initial.observations.length, 240); 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"); @@ -64,7 +64,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 115); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 118); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -101,8 +101,8 @@ test("disclosure counts exclude client income, biographies, targets and duplicat 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, 59); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 9); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 61); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 10); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c461883..1b784d8 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-sales-models-1", + "version": "2026-10-31-model-tags-1", "asOf": "2026-10-31", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -3112,26 +3112,28 @@ "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Reasoning Fine-Tuning", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为开发者采集使用信号、构建奖励及微调模型并提供部署接口。", + "buyer": "AI应用开发及模型团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留后训练设施；2025发布仍邀alpha，不直接等当前大规模生产。三行SDK和推理可靠性为宣传，旧雇主能力不作该公司独立评测。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30350" + "YC-E-30350", + "MODELTAG-CAT-YC30350" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：为开发者采集使用信号、构建奖励及微调模型并提供部署接口。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Developer Tools", "Generative AI", "Reinforcement Learning" - ] + ], + "businessModel": "模型后训练服务；数据、训练、推理及平台费用待拆" }, { "id": "YC30351", @@ -3170,27 +3172,30 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Continual Learning for Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以企业工作资料和反馈构建评测、记忆及持续后训练系统。", + "buyer": "企业AI及模型团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留模型专门化供给；Monte官网明确SFT/RL/蒸馏和托管或VPC。嵌入客户团队的研究工作是成本，演示训练曲线不当独立实测或已付费合同。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30352" + "YC-E-30352", + "MODELTAG-CAT-YC30352", + "MODELTAG-MONTE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：以企业工作资料和反馈构建评测、记忆及持续后训练系统。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "B2B", "Infrastructure", "AI" - ] + ], + "businessModel": "后训练平台与研究人员实施；计算、数据、驻场及支持费用待拆" }, { "id": "YC30353", @@ -4121,31 +4126,33 @@ "id": "YC30446", "name": "Kirana AI", "url": "https://www.ycombinator.com/companies/kirana-ai", - "cat": "C02", + "cat": "C07", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI manager for physical stores", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "通过门店本地GPU分析视频以发现盗窃、安全和缺货问题。", + "buyer": "杂货零售及门店运营团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按零售运营移行业应用，不是通用模型训练平台。POS、订货、定价及任务委派部分是未来计划，家族百年经营不等公司成立或自身财务。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30446" + "YC-E-30446", + "MODELTAG-CAT-YC30446" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：通过门店本地GPU分析视频以发现盗窃、安全和缺货问题。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Grocery", "Computer Vision", "Retail", "AI" - ] + ], + "businessModel": "门店管理系统；本地设备、视频、安装及运营软件费待拆" }, { "id": "YC30449", @@ -4347,26 +4354,30 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Product Native Models", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供面向小模型的托管后训练包及全程训练工具。", + "buyer": "AI产品及模型开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留当前模型设施，旧Clado人员研究发布与现Freesolo分期。整次训练前报价不等收入确认或包月ARR，SFT/RL成本优于Tinker只是厂商比较未复现。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "整次训练运行预先报价，非单纯GPU小时或tokens事后计费；具体金额及持续合同未给", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30462" + "YC-E-30462", + "MODELTAG-CAT-YC30462", + "MODELTAG-FREESOLO-HOME", + "MODELTAG-FREESOLO-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：提供面向小模型的托管后训练包及全程训练工具。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "B2B", "AI" - ] + ], + "businessModel": "托管后训练；按训练运行报价，计算、调参与支持成本待核" }, { "id": "YC30463", @@ -4809,26 +4820,29 @@ "year": 2025, "team": 7, "location": "San Francisco", - "business": "公司简介：Specialized AI for Every Job", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将客户真实工作资料和专家数据转为模拟训练环境及专用代理。", + "buyer": "前沿模型实验室与企业AI团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "据现官网保留模型训练设施；旧记忆层发布与当前环境/驻场方案分开。多任务清单非全部已付费交付，43%及七倍历史效果未独立核。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30488" + "YC-E-30488", + "MODELTAG-CAT-YC30488", + "MODELTAG-THETA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：将客户真实工作资料和专家数据转为模拟训练环境及专用代理。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "B2B", "AI" - ] + ], + "businessModel": "训练环境与定制部署；专家、环境建设、训练及实施成本待拆" }, { "id": "YC30491", @@ -5273,31 +5287,47 @@ "id": "YC30521", "name": "Kairos", "url": "https://www.ycombinator.com/companies/kairos", - "cat": "C02", + "cat": "C05", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Specialized AI for Critical Industries", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为受监管企业定制并在客户环境内部署专业代理系统。", + "buyer": "受监管企业内部运营及AI团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按企业定制交付移C05，另有Telos经验学习层，不仅凭AI标签当模型厂商。官网99%以上可靠性不直接外推；Telos自述不修改底模权重，基准不是独立测试。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有当前企业部署及Telos自测材料；付费、合同和实际服务效果未独立核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30521" + "YC-E-30521", + "MODELTAG-CAT-YC30521", + "MODELTAG-KAIROS-HOME", + "MODELTAG-TELOS-REPORT" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核模型原标签池：为受监管企业定制并在客户环境内部署专业代理系统。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "AIOps", "Machine Learning", "Reinforcement Learning", "AI" - ] + ], + "businessModel": "通用企业定制代理；流程梳理、实施、运行及支持费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构与官网/产品材料对应；精确法律注册、签约及当前收入主体未核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读Telos厂商方法和有范围限制的基准自述；未运行或独立复现，不把自测直接当独立模型排名。", + "evidenceIds": [ + "MODELTAG-CAT-YC30521", + "MODELTAG-KAIROS-HOME", + "MODELTAG-TELOS-REPORT" + ] + } }, { "id": "YC30523", @@ -6332,31 +6362,34 @@ "id": "YC30620", "name": "Bidflow", "url": "https://www.ycombinator.com/companies/bidflow", - "cat": "C02", + "cat": "C07", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI Takeoffs for Electrical", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "读取电气施工图并辅助算量、成本估计和投标。", + "buyer": "电气施工承包及估价团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "移行业应用；旧Ghostship QA发布与当前电气估价分期。99%计数准确性未核，客户投标/维修金额非公司收入，创始人16岁旧12万业绩不归当前产品。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30620" + "YC-E-30620", + "MODELTAG-CAT-YC30620", + "MODELTAG-BIDFLOW-OLD-REV" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：读取电气施工图并辅助算量、成本估计和投标。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "SaaS", "Computer Vision", "Construction", "Infrastructure" - ] + ], + "businessModel": "电气估价专业软件；图纸处理、项目及人工审核成本待拆" }, { "id": "YC30622", @@ -6366,28 +6399,30 @@ "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Building socially intelligent AI", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在内部采集人类语音及视频以供模型训练。", + "buyer": "语音、视频及交互模型团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留数据供给；已向语音模型实验室交付为自述，无金额。完全同意授权、不买第三方和多语言覆盖未独立核，不据social intelligence认定自己已发布基础模型。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30622" + "YC-E-30622", + "MODELTAG-CAT-YC30622" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：在内部采集人类语音及视频以供模型训练。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Marketplace", "B2B", "Data Labeling", "Big Data", "AI" - ] + ], + "businessModel": "训练数据供给；采集、参与者报酬、权利、标注及许可成本待拆" }, { "id": "YC30623", @@ -6804,25 +6839,28 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Making Models Follow Rules.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "自述研究让模型遵循规则的对齐问题，具体当前产品待核。", + "buyer": "AI对齐及部署团队，具体买家待核", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "短简介暂留模型设施，官网只有联系入口，未证明训练、评测或安全服务哪一项已交付。bulletproof为愿景而非安全证明，不因官网少字推零收入或停业。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30643" + "YC-E-30643", + "MODELTAG-CAT-YC30643", + "MODELTAG-NUNTIUS-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：自述研究让模型遵循规则的对齐问题，具体当前产品待核。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "AI" - ] + ], + "businessModel": "模型对齐相关供给暂分类；技术、产品与收费边界待核" }, { "id": "YC30644", @@ -7055,32 +7093,36 @@ "id": "YC30652", "name": "OnDeck AI", "url": "https://www.ycombinator.com/companies/ondeck-ai", - "cat": "C02", + "cat": "C01", "year": 2025, "team": 6, "location": "Vancouver, Canada", - "business": "公司简介：Analyze any footage, without training a model", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", - "cohort": "2025年成立", + "business": "开发Perception-0视觉模型及企业视频理解系统。", + "buyer": "有长视频分析任务的企业及研发机构", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按自有领域模型移C01，企业部署为配套。LVBench领先和始终SOTA为厂商自述，官网链接Vision Index不能据称独立就视为独立验证；旧渔业六位数收入不当当前模型ARR。 原始成立及团队快照保留，分类复核不等财务或技术审计。", + "cohort": "2025年成立；2025发布追述一月前旧渔业监控营收，旧业务起点、转型及法律主体延续仍待核", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30652" + "YC-E-30652", + "MODELTAG-CAT-YC30652", + "MODELTAG-ONDECK-HOME", + "MODELTAG-ONDECK-OLD-REV" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：开发Perception-0视觉模型及企业视频理解系统。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Machine Learning", "SaaS", "Computer Vision", "B2B", "Video" - ] + ], + "businessModel": "视觉模型与定制部署；推理、视频处理、云/本地及支持费用待拆" }, { "id": "YC30655", @@ -7498,29 +7540,53 @@ "id": "YC30676", "name": "Stellon Labs", "url": "https://www.ycombinator.com/companies/stellon-labs", - "cat": "C02", + "cat": "C01", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Building tiny frontier AI models that run on edge devices", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "研发轻量语音等边缘模型，公开KittenTTS模型及配套代码。", + "buyer": "需要端侧语音/模型的开发及设备企业", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按自有领域模型移C01。旧小于25MB型号与现KittenTTS 2的1.7B模型不同；代码Apache-2.0不自动覆盖权重，当前权重社区许可有条件。公开文件和下载数不是收入或独立质量测试。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "代码Apache-2.0；KittenTTS 2权重社区许可商业条件另列，集成/定制及企业许可询价，当前实收未知", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30676" + "YC-E-30676", + "MODELTAG-CAT-YC30676", + "MODELTAG-STELLON-HOME", + "MODELTAG-KITTEN-REPO", + "MODELTAG-KITTEN-CODE-LICENSE", + "MODELTAG-KITTEN-MODEL", + "MODELTAG-KITTEN-FILES", + "MODELTAG-KITTEN-WEIGHT-LICENSE" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核模型原标签池：研发轻量语音等边缘模型，公开KittenTTS模型及配套代码。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Edge Computing Semiconductors", "AI" - ] + ], + "businessModel": "模型许可与支持；定制、集成、训练、部署及企业许可费用待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构与官网/产品材料对应；精确法律注册、签约及当前收入主体未核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "公开仓库、代码许可、模型卡、文件目录及权重社区许可可读；未固定同一commit、下载权重、安装、推理或独立测质量。", + "evidenceIds": [ + "MODELTAG-CAT-YC30676", + "MODELTAG-STELLON-HOME", + "MODELTAG-KITTEN-REPO", + "MODELTAG-KITTEN-CODE-LICENSE", + "MODELTAG-KITTEN-MODEL", + "MODELTAG-KITTEN-FILES", + "MODELTAG-KITTEN-WEIGHT-LICENSE" + ] + } }, { "id": "YC30677", @@ -8650,24 +8716,26 @@ "year": 2025, "team": 12, "location": "San Francisco", - "business": "公司简介：Hill-climb any benchmark, for any model, in any domain.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为模型实验室构建编码等评测任务、训练数据和环境。", + "buyer": "模型后训练及评测团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留训练设施；ShelfLife零售数字孪生是授权源，不是idler自营九店收入。30到41.8及p值是自测、完整结果需申请，未当独立评测或收入。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30730" + "YC-E-30730", + "MODELTAG-CAT-YC30730" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：为模型实验室构建编码等评测任务、训练数据和环境。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning" - ] + ], + "businessModel": "评测与训练环境数据供给；授权、任务建设、工程及维护成本待拆" }, { "id": "YC30731", @@ -10098,30 +10166,33 @@ "id": "YC30851", "name": "Sylvian", "url": "https://www.ycombinator.com/companies/sylvian", - "cat": "C02", + "cat": "C05", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Specialized AI Agents.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "自述帮助企业构建专用AI代理，当前具体业务范围待核。", + "buyer": "企业AI及运营团队，具体行业待核", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按当前简短主营暂移企业应用。旧发布4500专家与每周10亿tokens是供给产量，非付费数或收入；官网读取超时，未核当前是否仍同时销售训练数据。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30851" + "YC-E-30851", + "MODELTAG-CAT-YC30851", + "MODELTAG-SYLVIAN-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：自述帮助企业构建专用AI代理，当前具体业务范围待核。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "B2B", "AI" - ] + ], + "businessModel": "定制代理暂分类；旧竞赛数据许可与现项目/运行费用待拆" }, { "id": "YC30856", @@ -10971,27 +11042,29 @@ "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Expert STEM reasoning data for frontier AI labs.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "由数学物理专家制作难题供模型实验室训练及评估。", + "buyer": "前沿模型实验室及科学推理团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留当前专家数据，旧AI科研助手定位分期。自有最难题0—5%分数非独立能力排名，竞赛奖项不证明题目质量、版权或实际收入。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30899" + "YC-E-30899", + "MODELTAG-CAT-YC30899" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：由数学物理专家制作难题供模型实验室训练及评估。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Marketplace", "Data Labeling", "Big Data", "AI" - ] + ], + "businessModel": "专家训练数据许可；专家报酬、难度校验、更新及交付成本待拆" }, { "id": "YC30900", @@ -14756,24 +14829,26 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Infrastructure for Autonomous Science", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "研发科学验证工具、评测、训练环境及自主科研相关设施。", + "buyer": "模型实验室和科研研发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按当前基础设施定位保留C02，旧科研助手与Flywheel产品另记。92% BixBench为自述未复现，五元免费额度不是实收，科研实验和后训练成本不等同席位SaaS。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31181" + "YC-E-31181", + "MODELTAG-CAT-YC31181" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：研发科学验证工具、评测、训练环境及自主科研相关设施。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning" - ] + ], + "businessModel": "科学训练设施与研究工作台双线；环境、计算、实验及支持费待拆" }, { "id": "YC31183", @@ -16229,32 +16304,34 @@ "id": "YC31258", "name": "Dream", "url": "https://www.ycombinator.com/companies/dream", - "cat": "C02", + "cat": "C10", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Using VLMs to Catch Damage", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供多角度拍摄并记录车辆及设备损伤的AI摄像头系统。", + "buyer": "车商、设备租赁和车队团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按实物摄像系统移C10，不据VLM标签当模型厂商。识别漏损、维修追回及归责为客户价值，非Dream收入；两位创始人旧模型经历不是现相机测试。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31258" + "YC-E-31258", + "MODELTAG-CAT-YC31258" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：提供多角度拍摄并记录车辆及设备损伤的AI摄像头系统。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Hardware", "Machine Learning", "Computer Vision", "B2B", "AI" - ] + ], + "businessModel": "资产摄像系统；相机、安装、图像计算、记录和支持费待拆" }, { "id": "YC31259", @@ -16560,26 +16637,29 @@ "year": 2026, "team": null, "location": "Boston", - "business": "公司简介：AI-controlled optical switching for AI clusters", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "研发AI集群用光路交换设备及随训练/推理调整网络的控制层。", + "buyer": "大型AI数据中心、云及光子制造合作方", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按AI计算设施保留C02，明确硬件不当纯SaaS。亚微秒和25%更多可用算力是目标/自述，十亿年度容量价值不是Dipole收入；正邀设计合作，不等规模出货。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31277" + "YC-E-31277", + "MODELTAG-CAT-YC31277", + "MODELTAG-DIPOLE-CAPACITY" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：研发AI集群用光路交换设备及随训练/推理调整网络的控制层。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Hard Tech", "Semiconductors", "AI" - ] + ], + "businessModel": "AI算力网络硬件；器件、设计、制造、部署和控制软件成本待拆" }, { "id": "YC31280", @@ -21695,27 +21775,29 @@ "year": 2026, "team": 5, "location": "San Francisco", - "business": "公司简介：Earned intelligence for every company", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供模型网关路由、评测、私有后训练及编码环境。", + "buyer": "企业AI与模型实验室团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留多线模型供给，不把全部自研为基础模型。已有生产降支出是自述，客户模型账单和原雇主九位数制造业务不归Riften收入；编码环境仍发展中。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32198" + "YC-E-32198", + "MODELTAG-CAT-YC32198" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：提供模型网关路由、评测、私有后训练及编码环境。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Developer Tools", "Reinforcement Learning", "Infrastructure", "AI" - ] + ], + "businessModel": "模型路由与后训练设施；上游推理、BYOK、环境和实施费用待拆" }, { "id": "YC32200", @@ -22253,31 +22335,34 @@ "id": "YC32257", "name": "Spectre Intelligence", "url": "https://www.ycombinator.com/companies/spectre-intelligence", - "cat": "C02", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：We are a multi-strategy trading firm that trains AI traders.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以AI代理训练及运行半导体、生物等市场交易策略。", + "buyer": "自营交易业务及潜在资金合作方", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "移金融专业经营，不当对外模型训练设施。部署真实资本及赢时数据赚钱不等盈利披露，持仓本金、交易额和投资收益非订阅ARR；Spectre Capital与Intelligence名称关系未核。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32257" + "YC-E-32257", + "MODELTAG-CAT-YC32257", + "MODELTAG-SPECTRE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：以AI代理训练及运行半导体、生物等市场交易策略。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Biotech", "Investing", "Trading", "Semiconductors" - ] + ], + "businessModel": "自营/多策略交易；资本、数据、执行和风险管理成本待核" }, { "id": "YC32259", @@ -22497,25 +22582,27 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Quant Neolab building self-improving agents from quant data", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将市场研究过程制成多步评测及后训练环境。", + "buyer": "前沿模型实验室及学术研究团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留对外环境供给，与Spectre自营交易分开。市场作为自我改进研究任务不证明已实现递归自我改进、实际交易盈利或公司收入。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32484" + "YC-E-32484", + "MODELTAG-CAT-YC32484" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：将市场研究过程制成多步评测及后训练环境。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "Time Series" - ] + ], + "businessModel": "研究环境与评测供给；数据、环境、验证及专业成本待拆" }, { "id": "YC32517", @@ -22936,30 +23023,32 @@ "id": "YC32624", "name": "Fabraix", "url": "https://www.ycombinator.com/companies/fabraix", - "cat": "C02", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The world's frontier hacker of AI agents.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为面向客户的AI代理持续实施安全红队与漏洞评测。", + "buyer": "AI应用开发及安全团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "按AI应用测试移Agent设施C03，不当训练算力。Nyx/AgentHarm分数与自研ACE均为厂商报告未独立复现，发现大公司漏洞不等这些公司已付费；旧十亿交易及同行七位数项目非自身收入。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32624" + "YC-E-32624", + "MODELTAG-CAT-YC32624" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：为面向客户的AI代理持续实施安全红队与漏洞评测。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "Cybersecurity", "AI" - ] + ], + "businessModel": "AI应用安全测试设施；测试用量、环境复刻、维护及服务费待拆" }, { "id": "YC32625", @@ -24485,28 +24574,30 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Advancing model capabilities for critical infrastructure", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从企业及破产等业务取得经营数据并转为训练任务与环境。", + "buyer": "AI实验室及应用模型团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留数据供给；已交易图纸、驾驶录像和代码库未给金额。破产法院渠道、合法清理和去标识只是自述，未核原始合同、隐私权及净佣金收入。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33310" + "YC-E-33310", + "MODELTAG-CAT-YC33310" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：从企业及破产等业务取得经营数据并转为训练任务与环境。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "B2B", "Privacy", "Data Engineering", "AI" - ] + ], + "businessModel": "经营数据授权与RL环境；采购、清洗、去标识、法律及工程成本待拆" }, { "id": "YC33311", @@ -24722,25 +24813,28 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：RL post-training for science reasoning and performance engineering", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为科学推理及性能工程提供专用强化学习环境。", + "buyer": "模型后训练及科学推理团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "官网补足目录长简介空白，保留训练设施。双摆示例与模型失败80%以上是厂商演示/主张，不当已独立复现或所有模型的结论，未见实收收入。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33345" + "YC-E-33345", + "MODELTAG-CAT-YC33345", + "MODELTAG-CUE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：为科学推理及性能工程提供专用强化学习环境。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "Data Engineering" - ] + ], + "businessModel": "RL环境供给；任务、仿真、验证及计算成本待核" }, { "id": "YC33348", @@ -24908,26 +25002,30 @@ "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Monetize your agent's traces.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将企业代理运行日志整理为模型实验室可授权的训练资料及环境。", + "buyer": "有代理数据的企业及模型实验室", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留训练数据供给。供应方获收入承诺不是Magma已实现经常性收入，ACME界面余额及本月收益不当自身财务；分成、留存和权限按未读合同留缺。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33639" + "YC-E-33639", + "MODELTAG-CAT-YC33639", + "MODELTAG-MAGMA-HOME", + "MODELTAG-MAGMA-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：将企业代理运行日志整理为模型实验室可授权的训练资料及环境。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "Data Engineering", "AI" - ] + ], + "businessModel": "数据授权分成；采集接入、加工、隐私、许可及分成成本待拆" }, { "id": "YC33673", @@ -25099,26 +25197,30 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Open source AI gateway that turns your traffic into better models", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供模型网关、分档调用方案及由客户流量训练专用模型的服务。", + "buyer": "AI产品、企业模型预算及开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留模型设施；旧仅后训练降本保证与现网关套餐分期。固定月费仅限指定模型与额度，其他模型/超额另计，BYOK上游另收；97%降本与演示月账单非实收营收。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "官网月费原文$20/200/2000，指定模型及日/速率限额；其他模型及超额、BYOK上游账单另计，实际计费待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33806" + "YC-E-33806", + "MODELTAG-CAT-YC33806", + "MODELTAG-EXPERIENTIAL-HOME", + "MODELTAG-EXPERIENTIAL-PRICE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：提供模型网关、分档调用方案及由客户流量训练专用模型的服务。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Reinforcement Learning", "Infrastructure", "AI" - ] + ], + "businessModel": "模型网关套餐与后训练；上游用量、含量额度、超额及实施成本待拆" }, { "id": "YC33838", @@ -27472,24 +27574,27 @@ "year": 2026, "team": 47, "location": "San Francisco", - "business": "公司简介：Expert-led data and RL platform for AI labs", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "目录称提供专家主导数据及RL平台，当前具体产品资料缺项。", + "buyer": "模型实验室，具体数据及行业买家待核", + "delivery": "已读YC当前主营及相关发布；选定官网/模型材料另列，实际收费、合同和能力待核。", + "notes": "保留模型供给暂分类，但YC长简介为空、未有附载发布，官网工具不可读。不把标签当技术实现、专家资历或实际合同证明，无法推收入为零。 原始成立及团队快照保留，分类复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36741" + "YC-E-36741", + "MODELTAG-CAT-YC36741", + "MODELTAG-PERIT-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核模型原标签池：目录称提供专家主导数据及RL平台，当前具体产品资料缺项。 按当前买家和交付区分模型研发、训练供给、应用设施和行业经营。", "directoryTags": [ "Data Labeling" - ] + ], + "businessModel": "训练数据与RL平台暂分类；专家、授权、环境及收费待核" }, { "id": "YC36776", @@ -34513,6 +34618,51 @@ "reason": "GMV不等平台收入或ARR；未核佣金、退款和确认政策，不由交易额反推收费，不与公司经常性收入混比", "bound": ">", "comparisonGroup": null + }, + { + "id": "MODELTAG-O-BIDFLOW-OLD-REV", + "company": "YC30620", + "name": "Bidflow", + "kind": "创始人16岁旧业务金额", + "value": 120000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-01-19及旧帖追述，原始期间未给", + "scope": "创始人此前业务，非Bidflow同期收入", + "selection": "excluded", + "reason": "旧履历不转当前产品，重复旧帖不重复相加", + "evidence": "MODELTAG-BIDFLOW-OLD-REV", + "comparisonGroup": null + }, + { + "id": "MODELTAG-O-DIPOLE-CAPACITY", + "company": "YC31277", + "name": "Dipole Labs", + "kind": "潜在客户年度算力容量价值", + "value": 1000000000, + "bound": "<=", + "unit": "原文$，币种待核", + "timing": "2026-08-13发布的1GW场景测算", + "scope": "假设数据中心新增容量，非Dipole收入", + "selection": "excluded", + "reason": "容量价值不等实际收费、订单或已实现ARR", + "evidence": "MODELTAG-DIPOLE-CAPACITY", + "comparisonGroup": null + }, + { + "id": "MODELTAG-O-MAGMA-DEMO", + "company": "YC33639", + "name": "Magma", + "kind": "官网界面示例本月收益", + "value": 14120, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，财务期不明", + "scope": "ACME AI示例供应方，非Magma已核收入", + "selection": "excluded", + "reason": "示例分成及余额不作Magma自身营收，未核实际合同或收款", + "evidence": "MODELTAG-MAGMA-HOME", + "comparisonGroup": null } ], "evidence": [ @@ -54953,6 +55103,567 @@ "kind": "YC官方页面中的公司自述复核", "summary": "发布称从批次开始带来原文$2.7M以上GMV。", "limitation": "GMV为客户市场交易量，佣金、退款、确认收入和币种未核，不当Palisade收入或ARR，不反推抽成。" + }, + { + "id": "MODELTAG-CAT-YC30350", + "companyId": "YC30350", + "title": "TrainLoop当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/trainloop", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为开发者采集使用信号、构建奖励及微调模型并提供部署接口。 保留后训练设施；2025发布仍邀alpha，不直接等当前大规模生产。三行SDK和推理可靠性为宣传，旧雇主能力不作该公司独立评测。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30352", + "companyId": "YC30352", + "title": "Monte当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/monte", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以企业工作资料和反馈构建评测、记忆及持续后训练系统。 保留模型专门化供给；Monte官网明确SFT/RL/蒸馏和托管或VPC。嵌入客户团队的研究工作是成本，演示训练曲线不当独立实测或已付费合同。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30446", + "companyId": "YC30446", + "title": "Kirana AI当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/kirana-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "通过门店本地GPU分析视频以发现盗窃、安全和缺货问题。 按零售运营移行业应用，不是通用模型训练平台。POS、订货、定价及任务委派部分是未来计划，家族百年经营不等公司成立或自身财务。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30462", + "companyId": "YC30462", + "title": "Freesolo当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/freesolo", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供面向小模型的托管后训练包及全程训练工具。 保留当前模型设施，旧Clado人员研究发布与现Freesolo分期。整次训练前报价不等收入确认或包月ARR，SFT/RL成本优于Tinker只是厂商比较未复现。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30488", + "companyId": "YC30488", + "title": "Theta当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/theta", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将客户真实工作资料和专家数据转为模拟训练环境及专用代理。 据现官网保留模型训练设施；旧记忆层发布与当前环境/驻场方案分开。多任务清单非全部已付费交付，43%及七倍历史效果未独立核。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30521", + "companyId": "YC30521", + "title": "Kairos当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/kairos", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为受监管企业定制并在客户环境内部署专业代理系统。 按企业定制交付移C05，另有Telos经验学习层，不仅凭AI标签当模型厂商。官网99%以上可靠性不直接外推；Telos自述不修改底模权重，基准不是独立测试。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30620", + "companyId": "YC30620", + "title": "Bidflow当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/bidflow", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "读取电气施工图并辅助算量、成本估计和投标。 移行业应用；旧Ghostship QA发布与当前电气估价分期。99%计数准确性未核，客户投标/维修金额非公司收入，创始人16岁旧12万业绩不归当前产品。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30622", + "companyId": "YC30622", + "title": "Liva AI当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/liva-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在内部采集人类语音及视频以供模型训练。 保留数据供给；已向语音模型实验室交付为自述，无金额。完全同意授权、不买第三方和多语言覆盖未独立核，不据social intelligence认定自己已发布基础模型。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30643", + "companyId": "YC30643", + "title": "Nuntius当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/nuntius", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "自述研究让模型遵循规则的对齐问题，具体当前产品待核。 短简介暂留模型设施，官网只有联系入口，未证明训练、评测或安全服务哪一项已交付。bulletproof为愿景而非安全证明，不因官网少字推零收入或停业。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30652", + "companyId": "YC30652", + "title": "OnDeck AI当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/ondeck-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "开发Perception-0视觉模型及企业视频理解系统。 按自有领域模型移C01，企业部署为配套。LVBench领先和始终SOTA为厂商自述，官网链接Vision Index不能据称独立就视为独立验证；旧渔业六位数收入不当当前模型ARR。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30676", + "companyId": "YC30676", + "title": "Stellon Labs当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/stellon-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "研发轻量语音等边缘模型，公开KittenTTS模型及配套代码。 按自有领域模型移C01。旧小于25MB型号与现KittenTTS 2的1.7B模型不同；代码Apache-2.0不自动覆盖权重，当前权重社区许可有条件。公开文件和下载数不是收入或独立质量测试。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30730", + "companyId": "YC30730", + "title": "idler当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/idler", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为模型实验室构建编码等评测任务、训练数据和环境。 保留训练设施；ShelfLife零售数字孪生是授权源，不是idler自营九店收入。30到41.8及p值是自测、完整结果需申请，未当独立评测或收入。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30851", + "companyId": "YC30851", + "title": "Sylvian当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/sylvian", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "自述帮助企业构建专用AI代理，当前具体业务范围待核。 按当前简短主营暂移企业应用。旧发布4500专家与每周10亿tokens是供给产量，非付费数或收入；官网读取超时，未核当前是否仍同时销售训练数据。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC30899", + "companyId": "YC30899", + "title": "Sciloop当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/sciloop", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "由数学物理专家制作难题供模型实验室训练及评估。 保留当前专家数据，旧AI科研助手定位分期。自有最难题0—5%分数非独立能力排名，竞赛奖项不证明题目质量、版权或实际收入。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC31181", + "companyId": "YC31181", + "title": "Synthetic Sciences当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/synthetic-sciences", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "研发科学验证工具、评测、训练环境及自主科研相关设施。 按当前基础设施定位保留C02，旧科研助手与Flywheel产品另记。92% BixBench为自述未复现，五元免费额度不是实收，科研实验和后训练成本不等同席位SaaS。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC31258", + "companyId": "YC31258", + "title": "Dream当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/dream", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供多角度拍摄并记录车辆及设备损伤的AI摄像头系统。 按实物摄像系统移C10，不据VLM标签当模型厂商。识别漏损、维修追回及归责为客户价值，非Dream收入；两位创始人旧模型经历不是现相机测试。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC31277", + "companyId": "YC31277", + "title": "Dipole Labs当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/dipole-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "研发AI集群用光路交换设备及随训练/推理调整网络的控制层。 按AI计算设施保留C02，明确硬件不当纯SaaS。亚微秒和25%更多可用算力是目标/自述，十亿年度容量价值不是Dipole收入；正邀设计合作，不等规模出货。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC32198", + "companyId": "YC32198", + "title": "Riften当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/riften", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供模型网关路由、评测、私有后训练及编码环境。 保留多线模型供给，不把全部自研为基础模型。已有生产降支出是自述，客户模型账单和原雇主九位数制造业务不归Riften收入；编码环境仍发展中。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC32257", + "companyId": "YC32257", + "title": "Spectre Intelligence当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/spectre-intelligence", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以AI代理训练及运行半导体、生物等市场交易策略。 移金融专业经营，不当对外模型训练设施。部署真实资本及赢时数据赚钱不等盈利披露，持仓本金、交易额和投资收益非订阅ARR；Spectre Capital与Intelligence名称关系未核。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC32484", + "companyId": "YC32484", + "title": "EdotEnv当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/edotenv", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将市场研究过程制成多步评测及后训练环境。 保留对外环境供给，与Spectre自营交易分开。市场作为自我改进研究任务不证明已实现递归自我改进、实际交易盈利或公司收入。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC32624", + "companyId": "YC32624", + "title": "Fabraix当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/fabraix", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为面向客户的AI代理持续实施安全红队与漏洞评测。 按AI应用测试移Agent设施C03，不当训练算力。Nyx/AgentHarm分数与自研ACE均为厂商报告未独立复现，发现大公司漏洞不等这些公司已付费；旧十亿交易及同行七位数项目非自身收入。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC33310", + "companyId": "YC33310", + "title": "Petrarch当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/petrarch", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "从企业及破产等业务取得经营数据并转为训练任务与环境。 保留数据供给；已交易图纸、驾驶录像和代码库未给金额。破产法院渠道、合法清理和去标识只是自述，未核原始合同、隐私权及净佣金收入。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC33345", + "companyId": "YC33345", + "title": "CueBench当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/cuebench", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为科学推理及性能工程提供专用强化学习环境。 官网补足目录长简介空白，保留训练设施。双摆示例与模型失败80%以上是厂商演示/主张，不当已独立复现或所有模型的结论，未见实收收入。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC33639", + "companyId": "YC33639", + "title": "Magma当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/magma", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将企业代理运行日志整理为模型实验室可授权的训练资料及环境。 保留训练数据供给。供应方获收入承诺不是Magma已实现经常性收入，ACME界面余额及本月收益不当自身财务；分成、留存和权限按未读合同留缺。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC33806", + "companyId": "YC33806", + "title": "Experiential Labs当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/experiential-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供模型网关、分档调用方案及由客户流量训练专用模型的服务。 保留模型设施；旧仅后训练降本保证与现网关套餐分期。固定月费仅限指定模型与额度，其他模型/超额另计，BYOK上游另收；97%降本与演示月账单非实收营收。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-CAT-YC36741", + "companyId": "YC36741", + "title": "Perit.AI当前主营及数字归属", + "url": "https://www.ycombinator.com/companies/peritai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "目录称提供专家主导数据及RL平台，当前具体产品资料缺项。 保留模型供给暂分类，但YC长简介为空、未有附载发布，官网工具不可读。不把标签当技术实现、专家资历或实际合同证明，无法推收入为零。", + "limitation": "原始公司自述及目录可更新，不据批次/标签认定技术或收入；历史效果、模型费、客户业务、创始人旧业绩及示例不是当前自身ARR。" + }, + { + "id": "MODELTAG-MONTE-HOME", + "companyId": "YC30352", + "title": "Monte后训练及嵌入实施", + "url": "https://trymonte.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网列SFT/RL/蒸馏、评测与记忆，研究人员嵌入客户团队，支持托管计算和客户VPC。", + "limitation": "演示指标不当独立测试，未读合同或运行CLI，实施/训练/托管费用未拆。" + }, + { + "id": "MODELTAG-THETA-HOME", + "companyId": "YC30488", + "title": "Theta现训练环境和驻场方案", + "url": "https://thetasoftware.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以第一方和专家资料创建模拟工作环境，部署专门化代理，含流程梳理与前线实施；页脚Theta Software Inc.。", + "limitation": "示例任务不证明均已交付；原记忆层发布另列，未核注册、当前价格、客户或训练效果。" + }, + { + "id": "MODELTAG-KAIROS-HOME", + "companyId": "YC30521", + "title": "Kairos现受监管企业专用代理", + "url": "https://withkairos.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称客户内部署、专家规则学习及定制系统，另列Telos学习层，页脚Janus AI, Inc.。", + "limitation": "99%以上可靠性、不外传及模型主权为自述，未核注册或数据流；专业部署、人力及运维费用不等同标准训练API。" + }, + { + "id": "MODELTAG-TELOS-REPORT", + "companyId": "YC30521", + "title": "Kairos Telos厂商方法与基准范围", + "url": "https://withkairos.co/research/telos-tau-banking", + "publishedAt": "2026-07-30", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "7月30日报告描述不改权重的经验记忆层；46个保留测试任务、每任务4次，主比较bm25配置，自述Pass1从0.223到0.277。", + "limitation": "厂商自测不是独立测试；5.4个百分点与约24%相对提升区分，不能与更强alltools公开榜直接比较，未运行代码/复现，旧模型提升不外推当前产品。" + }, + { + "id": "MODELTAG-CUE-HOME", + "companyId": "YC33345", + "title": "CueBench科学和性能工程RL环境", + "url": "https://cuebench.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网列科学推理/性能工程环境及有限观测双摆任务示例，页脚Cuebench, Inc.。", + "limitation": "失败80%以上等表述是厂商范围不明主张，未验证模型、任务集或公开榜，示例不是已执行测试；未见收入。" + }, + { + "id": "MODELTAG-NUNTIUS-HOME", + "companyId": "YC30643", + "title": "Nuntius官网信息范围", + "url": "https://www.nuntius.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前官网只展示品牌、YC标识及联系入口，未说明具体产品或收费。", + "limitation": "不能据对齐愿景确认已交付训练、安全服务或自有基础模型；保留暂分类和信息缺项。" + }, + { + "id": "MODELTAG-SYLVIAN-ACCESS", + "companyId": "YC30851", + "title": "Sylvian官网读取缺项", + "url": "https://sylvian.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网及www入口网页工具均超时，现主营据YC短句，竞赛数据据旧发布。", + "limitation": "未核当前双线、改名/转型或客户，超时不等停业，旧数据生产量不作当前收入。" + }, + { + "id": "MODELTAG-PERIT-ACCESS", + "companyId": "YC36741", + "title": "Perit官网读取缺项", + "url": "https://www.perit.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具未取得官网正文，YC仅有expert-led data and RL platform短简介。", + "limitation": "没有长简介及附载发布；未核专家团队、训练资料/环境、价格或客户，模型设施为暂分类。" + }, + { + "id": "MODELTAG-FREESOLO-HOME", + "companyId": "YC30462", + "title": "Freesolo现托管后训练", + "url": "https://freesolo.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现官网提供Flash小模型后训练包及训练工具，面向编码代理驱动训练。", + "limitation": "旧Clado人员检索发布分期；网页样例不证明训练成功或独立性能，未安装或运行。" + }, + { + "id": "MODELTAG-ONDECK-HOME", + "companyId": "YC30652", + "title": "OnDeck现Perception-0与企业部署", + "url": "https://www.ondeckai.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称Perception-0视觉模型并展示LVBench结果，可云/本地及隔离部署，链接Vision Index和论文。", + "limitation": "未读论文或独立验证网站来源及分数；不将该链接名称中的independent当已独立核验，SOC2及客户采用仍自述，未读合同/报告。" + }, + { + "id": "MODELTAG-STELLON-HOME", + "companyId": "YC30676", + "title": "Stellon与KittenML产品关联", + "url": "https://stellonlabs.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网说明研发边缘小模型并链接KittenML；YC原始发布直接链接KittenTTS仓库。", + "limitation": "品牌和产品对应不证明法律登记或商业收入；不同模型大小及用途不能混为同一测试。" + }, + { + "id": "MODELTAG-KITTEN-REPO", + "companyId": "YC30676", + "title": "KittenTTS公开代码与型号范围", + "url": "https://github.com/KittenML/KittenTTS", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "README和文件目录可读，列KittenTTS 2及早期轻量系列、商业支持入口，并明确代码许可不延伸到模型权重。", + "limitation": "未安装、下载权重、执行推理或独立测性能；网页与其他材料可能缓存不同，未固定同一commit，星标不是收入。" + }, + { + "id": "MODELTAG-KITTEN-CODE-LICENSE", + "companyId": "YC30676", + "title": "KittenTTS代码许可证", + "url": "https://github.com/KittenML/KittenTTS/blob/main/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "代码仓库LICENSE为Apache License 2.0。", + "limitation": "只针对该仓库代码；不能由此推所有模型权重或服务无条件免费，不作法律注册或财务证明。" + }, + { + "id": "MODELTAG-KITTEN-MODEL", + "companyId": "YC30676", + "title": "KittenTTS 2公开模型卡", + "url": "https://huggingface.co/KittenML/kitten-tts-2", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "模型卡描述1.7B语音语言模型及多种权重和解码器，列Stellon Labs Community License。", + "limitation": "只读取说明，不独立验证质量、实时性、语言覆盖或模型文件可运行，旧25MB模型与现版本分开。" + }, + { + "id": "MODELTAG-KITTEN-FILES", + "companyId": "YC30676", + "title": "KittenTTS 2公开文件目录", + "url": "https://huggingface.co/KittenML/kitten-tts-2/tree/main", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "可读lm、decoders、speaker、voices、cpp、config及LICENSE.md目录入口。", + "limitation": "仅确认文件目录可访问，未下载/检查权重字节、恶意内容或复现模型，不等独立测试。" + }, + { + "id": "MODELTAG-KITTEN-WEIGHT-LICENSE", + "companyId": "YC30676", + "title": "KittenTTS 2权重社区许可", + "url": "https://huggingface.co/KittenML/kitten-tts-2/blob/main/LICENSE.md", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "权重协议按营收/融资门槛规定商业使用条件及注册/另取许可，区别代码Apache许可。", + "limitation": "文件Last Updated 2024不当公司成立日；权重可访问不代表无限制开源/免费商业使用。未核实际许可合同或公司收入，不提供个案法律结论。" + }, + { + "id": "MODELTAG-MAGMA-HOME", + "companyId": "YC33639", + "title": "Magma数据授权分成与界面示例", + "url": "https://magmahq.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称把代理交互资料加工许可给AI实验室，供应方按许可收分成，范围及留存由签署协议约定；界面标ACME AI。", + "limitation": "界面1284余额与14120本月收益不当Magma财务；未取得数据协议、版权/隐私审核或实际分成合同。" + }, + { + "id": "MODELTAG-EXPERIENTIAL-HOME", + "companyId": "YC33806", + "title": "Experiential现网关和训练双线", + "url": "https://www.experientiallabs.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现官网提供模型网关和由流量生成专用模型，展示Acme月账单及模型费用，免费/付费套餐分列。", + "limitation": "页面展示不证明当前实际用量/收入，旧保证50%降本与当前套餐不是同一费用协议；未核主权权重和客户效果。" + }, + { + "id": "MODELTAG-EXPERIENTIAL-PRICE", + "companyId": "YC33806", + "title": "Experiential固定月费的范围", + "url": "https://www.experientiallabs.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开Pro20/Max200/Ultra2000月费，指定模型有日/速率上限；非包含模型及超额按额度收费，BYOK由上游结算。", + "limitation": "月费不是实收收入，unlimited不代表无上限；表格与FAQ速率部分数字不一致，实际条款/生效范围、成本和毛利待核，未付费验证。" + }, + { + "id": "MODELTAG-SPECTRE-HOME", + "companyId": "YC32257", + "title": "Spectre当前交易业务表述", + "url": "https://www.spectreintelligence.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "创始人官网文章称正部署资金并从交易学习，说明多策略交易公司的动机。", + "limitation": "只是业务自述，没有审计持仓或回报；个人历史预测市场倍数不归当前公司收入，未实施或建议任何交易。" + }, + { + "id": "MODELTAG-ONDECK-OLD-REV", + "companyId": "YC30652", + "title": "OnDeck旧渔业收入自述", + "url": "https://www.ycombinator.com/launches/OEm-ondeck-ai-analyze-any-video-without-training-a-model", + "publishedAt": "2025-08-20", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2025-08-20发布回顾一月转型前渔业监控取得six-figure revenue。", + "limitation": "无准确数、币种、期间及新旧主体归属，不能填100000或当当前视觉模型ARR；旧经营时间和2025目录成立需继续核。" + }, + { + "id": "MODELTAG-BIDFLOW-OLD-REV", + "companyId": "YC30620", + "title": "Bidflow创始人旧业绩", + "url": "https://www.ycombinator.com/launches/PDC-bidflow-ai-copilot-for-electrical-estimating", + "publishedAt": "2026-01-19", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前电气估价发布称CTO16岁时bootstrapped to原文$120K，旧Ghostship帖重复该履历。", + "limitation": "历史个人/旧业务不重复计为Bidflow收入，不当当前QA或估价产品MRR。" + }, + { + "id": "MODELTAG-DIPOLE-CAPACITY", + "companyId": "YC31277", + "title": "Dipole潜在算力容量价值", + "url": "https://www.ycombinator.com/launches/SiE-dipole-labs-shooting-lasers-to-solve-the-billion-dollar-bottleneck-inside-ai-datacenters", + "publishedAt": "2026-08-13", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布估1GW数据中心可额外创造原文$1bn年度算力容量，且仍招设计合作方。", + "limitation": "潜在客户容量价值不是Dipole收费、已签合同或收入，25%提升尚未独立复现。" + }, + { + "id": "MODELTAG-MAGMA-LAUNCH", + "companyId": "YC33639", + "title": "Magma供应商收入分成原文", + "url": "https://www.ycombinator.com/launches/Sk4-magma-ai-labs-will-pay-you-to-learn-from-your-agent-s-mistakes", + "publishedAt": "2026-08-14", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布称日志经许可后供应公司获得收入，read-only/encrypted且共享需批准。", + "limitation": "供应方收入承诺与Magma平台自身确认收入分开；未见分成比例或实际收付。" + }, + { + "id": "MODELTAG-FREESOLO-LAUNCH", + "companyId": "YC30462", + "title": "Freesolo整次运行预报价", + "url": "https://www.ycombinator.com/launches/RJz-freesolo-post-training-built-for-your-agent", + "publishedAt": "2026-07-13", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布称不按训练GPU小时或tokens事后计费，而是事先为整次运行报价。", + "limitation": "报价不是经常性订阅或实际确认收入，折扣及训练性能比较为自述。" } ], "reviews": [ @@ -58066,6 +58777,119 @@ "SALES-LAUNCH-NATIVE" ], "handling": "不能把2026 YC或Norn发布日期当新公司成立。2M ARR仅待交叉核对的自述，财务截至日、新旧业务与主体边界未核；官网7人与旧YC6人分开，未擅改历史团队，不推虚报。" + }, + { + "id": "MODELTAG-R-CLASS", + "type": "模型原标签池26项当前交付复核", + "company": "模型原标签池及相关交付", + "scope": "companies", + "companyIds": [ + "YC30350", + "YC30352", + "YC30446", + "YC30462", + "YC30488", + "YC30620", + "YC30622", + "YC30643", + "YC30652", + "YC30730", + "YC30851", + "YC30899", + "YC31181", + "YC31258", + "YC31277", + "YC32198", + "YC32257", + "YC32484", + "YC32624", + "YC33310", + "YC33345", + "YC33639", + "YC33806", + "YC36741" + ], + "summary": "26项主营/相关发布已读，17保留模型设施、9迁移。Nuntius及Perit信息不足保留暂分类，Sylvian现代理与旧竞赛数据分期。", + "evidenceIds": [ + "MODELTAG-CAT-YC30350", + "MODELTAG-CAT-YC30352", + "MODELTAG-CAT-YC30446", + "MODELTAG-CAT-YC30462", + "MODELTAG-CAT-YC30488", + "MODELTAG-CAT-YC30620", + "MODELTAG-CAT-YC30622", + "MODELTAG-CAT-YC30643", + "MODELTAG-CAT-YC30652", + "MODELTAG-CAT-YC30730", + "MODELTAG-CAT-YC30851", + "MODELTAG-CAT-YC30899", + "MODELTAG-CAT-YC31181", + "MODELTAG-CAT-YC31258", + "MODELTAG-CAT-YC31277", + "MODELTAG-CAT-YC32198", + "MODELTAG-CAT-YC32257", + "MODELTAG-CAT-YC32484", + "MODELTAG-CAT-YC32624", + "MODELTAG-CAT-YC33310", + "MODELTAG-CAT-YC33345", + "MODELTAG-CAT-YC33639", + "MODELTAG-CAT-YC33806", + "MODELTAG-CAT-YC36741", + "MODELTAG-MONTE-HOME", + "MODELTAG-THETA-HOME", + "MODELTAG-CUE-HOME", + "MODELTAG-NUNTIUS-HOME", + "MODELTAG-SYLVIAN-ACCESS", + "MODELTAG-PERIT-ACCESS", + "MODELTAG-FREESOLO-HOME", + "MODELTAG-ONDECK-HOME", + "MODELTAG-MAGMA-HOME", + "MODELTAG-EXPERIENTIAL-HOME", + "MODELTAG-EXPERIENTIAL-PRICE", + "MODELTAG-SPECTRE-HOME", + "MODELTAG-ONDECK-OLD-REV", + "MODELTAG-BIDFLOW-OLD-REV", + "MODELTAG-DIPOLE-CAPACITY", + "MODELTAG-MAGMA-LAUNCH", + "MODELTAG-FREESOLO-LAUNCH" + ], + "handling": "OnDeck/Stellon自有领域模型、零售/电气行业应用、Dream实体相机、Spectre自营交易及Fabraix测试设施分开；旧收入、潜在容量、分成示例和报价不进入可比ARR。现有原始发现审计与年份/团队保留。" + }, + { + "id": "MODELTAG-R-STELLON", + "type": "边缘语音模型公开材料及许可范围", + "company": "Stellon Labs", + "scope": "companies", + "companyIds": [ + "YC30676" + ], + "summary": "现模型卡/目录和代码、权重许可证可读，公开材料等级不等独立测试。", + "evidenceIds": [ + "MODELTAG-CAT-YC30676", + "MODELTAG-STELLON-HOME", + "MODELTAG-KITTEN-REPO", + "MODELTAG-KITTEN-CODE-LICENSE", + "MODELTAG-KITTEN-MODEL", + "MODELTAG-KITTEN-FILES", + "MODELTAG-KITTEN-WEIGHT-LICENSE" + ], + "handling": "旧小于25MB型号不混同当前1.7B模型；代码Apache与权重社区许可分别记录，许可证2024日期不证明公司2024成立。未运行、安装或验证实时性、音质、下载量及收入。" + }, + { + "id": "MODELTAG-R-KAIROS", + "type": "企业定制代理及Telos自测适用范围", + "company": "Kairos", + "scope": "companies", + "companyIds": [ + "YC30521" + ], + "summary": "企业部署为主，Telos记忆层自述不改底模权重，46任务4次主bm25配置。", + "evidenceIds": [ + "MODELTAG-CAT-YC30521", + "MODELTAG-KAIROS-HOME", + "MODELTAG-TELOS-REPORT" + ], + "handling": "不以宣传99%外推全部应用，不把厂商自测当独立榜，5.4百分点与24%相对提升分开。注册、许可、数据流、合同和实际付费留缺。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 7937053..d34aba0 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-1", + "version": "2026-10-31-model-tags-1", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -15,7 +15,7 @@ ], "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。", - "nextCheck": "原新增目录中31条深化为个案并保留来源；当前基础项393条主营分类人工复核。本轮23项C06规则初分已读，22项保留、Bluma转创意制作，8项官网资料与Native政府接口缺项分开。软件/人工托管/制作代理及广告预算拆分；Native官网旧经营与YC2026成立冲突，当前year=null，原发现审计保留；2M ARR仅交叉核对。继续核C05/C07及其他非人工资料、主体、技术和财务，不把主营复核当完整来源覆盖。", + "nextCheck": "原新增目录33条深化并保留发现来源，本快照基础项417条主营人工复核。原C02模型标签规则池26项已全部重读当前主营及相关发布：17保留、9迁移（领域模型2、行业应用3、通用企业2、实体系统1、Agent测试设施1）。Stellon代码/权重许可及不同型号、Kairos厂商自测与独立证据、Experiential固定月费范围、OnDeck旧渔业业务均分开；Nuntius短官网、Perit不可读和Sylvian超时留缺。主营复核不等财务/技术验证。当前分支从main ba042ed独立创建，不包含PR #33企业89项和PR #34行业252项成果，其他规则/标签与全部来源仍待核，整合时保留双方追加记录。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index fa5ce66..1c4a5db 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-sales-models-1", + "sourceVersion": "2026-10-31-model-tags-1", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",