diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 616e4a3..b157242 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, 1090); + assert.equal(research.companies.length, 1102); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 2901); - assert.equal(research.observations.length, 388); + assert.equal(research.evidence.length, 2973); + assert.equal(research.observations.length, 395); 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 c6d9cdb..5cafb72 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, 1090); - assert.equal(initial.evidence.length, 2901); - assert.equal(initial.observations.length, 388); + assert.equal(initial.companies.length, 1102); + assert.equal(initial.evidence.length, 2973); + assert.equal(initial.observations.length, 395); 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, 179); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 15); + 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 === "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), 1090); + 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.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1016); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1028); assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown"); assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown"); assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体")); @@ -124,8 +124,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 93); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 20); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 98); + 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"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); @@ -550,6 +550,34 @@ test("the third uncertain cohort retains shutdowns, unknown scale and mixed data assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR3-"))); }); +test("the fourth uncertain cohort distinguishes product pivots, managed labor and pass-through money", () => { + const snapshot = seed as ResearchSnapshot; + const batch = snapshot.candidateBatches!.find((b) => b.id === "YC-AI-UNCLEAR-4")!; + const original = coverageAudit.records.filter((r) => r.status === "ai-unclear").slice(72, 96); + assert.equal(batch.complete, false); + assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source)); + assert.equal(batch.records.filter((r) => r.status === "linked").length, 13); + assert.equal(batch.records.filter((r) => r.status === "pending-ai").length, 11); + assert.equal(batch.records.find((r) => r.name === "Orthogonal")!.companyId, "AI036"); + assert.equal(snapshot.companies.filter((c) => c.url.endsWith("/companies/orthogonal")).length, 1); + const fern = snapshot.companies.find((c) => c.id === "YC31152")!; + assert.equal(fern.cat, "C02"); + assert.match(fern.notes, /会议/); + const mocha = snapshot.companies.find((c) => c.id === "YC31269")!; + assert.equal(mocha.year, 2026); + assert.match(mocha.businessModel!, /人工/); + assert.match(mocha.price, /Platform.*Managed/); + assert.match(mocha.notes, /Coming soon/); + const figures = snapshot.observations.filter((o) => o.id.startsWith("UNCLEAR4-")); + assert.equal(figures.length, 7); + assert.ok(figures.every((o) => ["excluded", "adoption"].includes(o.selection) && !o.metric && o.comparisonGroup === null)); + for (const suffix of ["LAURENCE-ADSPEND", "EKPA-CONNECTED-ASSETS", "REGBASE-CLIENT-GRANTS", "MOCHA-FUNDING"]) { + assert.equal(figures.find((o) => o.id.endsWith(suffix))!.selection, "excluded"); + } + assert.equal(snapshot.companies.find((c) => c.id === "YC31199")!.technicalReview!.level, "public-artifact"); + assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR4-"))); +}); + 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 0527caa..42f3c8b 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-3", + "version": "2026-10-31-ai-unclear-4", "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": [ @@ -958,7 +958,7 @@ "business": "让Agent发现、访问并支付API", "buyer": "Agent开发者及API供应商", "delivery": "公开MCP与SDK", - "notes": "API交易流水和平台净收入应分开", + "notes": "API交易流水和平台净收入应分开 本轮复用既有YC身份并补读API网关、预付余额及按量支付；上游付款/客户余额与平台净收入需拆分，不重复增公司。", "cohort": "2025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", @@ -966,7 +966,10 @@ "stage": "公开资料，商用成熟度待核验", "sourceType": "公司在YC的自述资料", "evidenceIds": [ - "E036" + "E036", + "UNCLEAR4-31154-YC", + "UNCLEAR4-31154-LAUNCH1", + "UNCLEAR4-31154-HOME" ], "revenueStatus": "unknown" }, @@ -33551,6 +33554,402 @@ "UNCLEAR3-31116-LICENSE" ] } + }, + { + "id": "YC31151", + "name": "Sparkles", + "url": "https://www.ycombinator.com/companies/sparkles", + "channel": "S01", + "cat": "C04", + "year": 2025, + "team": 2, + "location": null, + "business": "让团队从网页/Slack调用编码Agent，在隔离环境修改既有代码并产出PR。", + "buyer": "开发及非工程团队", + "delivery": "官网50美元符号/月500credits，首组织100赠额；每credit标0.10推理，余额结转。报价和样例PR不是实收或独立安全证明，未连接仓库/运行。", + "notes": "官网50美元符号/月500credits，首组织100赠额；每credit标0.10推理，余额结转。报价和样例PR不是实收或独立安全证明，未连接仓库/运行。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2025年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "官网原文$50/月500credits，首组织100赠额；每credit标$0.10推理，余额结转；实际合同/成本待核", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31151-YC", + "UNCLEAR4-31151-LAUNCH1", + "UNCLEAR4-31151-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://sparkles.dev", + "businessModel": "组织共享积分订阅及企业部署；上游推理、沙盒与服务成本待拆", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读编码Agent云沙盒和PR流程；未连接仓库或测试隔离/权限边界，官网演示不作真实结果。", + "evidenceIds": [ + "UNCLEAR4-31151-YC", + "UNCLEAR4-31151-HOME" + ] + }, + "pricingEvidence": "UNCLEAR4-31151-HOME" + }, + { + "id": "YC31152", + "name": "Fern", + "url": "https://www.ycombinator.com/companies/fern-bot", + "channel": "S01", + "cat": "C02", + "year": 2025, + "team": 2, + "location": null, + "business": "当前提供基于世界模型的机器人RL及评估环境，历史产品为实时会议AI助手。", + "buyer": "机器人策略训练/评估团队；历史会议用户", + "delivery": "同一YC页及Ishiki Labs关联保留；当前官网高保真RL环境，2026-02发布为会议助手。不把旧会议采用/功能迁为机器人商业结果，未运行世界模型或策略。", + "notes": "同一YC页及Ishiki Labs关联保留；当前官网高保真RL环境，2026-02发布为会议助手。不把旧会议采用/功能迁为机器人商业结果，未运行世界模型或策略。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2025年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31152-YC", + "UNCLEAR4-31152-LAUNCH1", + "UNCLEAR4-31152-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://fern.bot", + "businessModel": "机器人训练环境/定制模型设施；历史助手订阅与当前收费待拆", + "entityBasis": "同一YC页历史Ishiki Labs会议Fern与当前fern.bot页脚Ishiki Labs Inc关联；转型日期、法律注册及合同主体未独立核", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读当前机器人世界模型/RL环境与历史实时会议AI；没有运行、对比策略或迁移旧产品效果。", + "evidenceIds": [ + "UNCLEAR4-31152-YC", + "UNCLEAR4-31152-HOME" + ] + } + }, + { + "id": "YC31159", + "name": "Sponge", + "url": "https://www.ycombinator.com/companies/sponge", + "channel": "S01", + "cat": "C03", + "year": 2026, + "team": 3, + "location": null, + "business": "为Agent提供钱包、账户/卡及API商户支付网关。", + "buyer": "Agent开发者及向Agent销售服务的商户", + "delivery": "当前官网钱包/网关明确；Rain发卡与平台钱包/账户分开。示例500余额、150转账及预算不是业务流水，支付自主性和风控未独立核验。", + "notes": "当前官网钱包/网关明确；Rain发卡与平台钱包/账户分开。示例500余额、150转账及预算不是业务流水，支付自主性和风控未独立核验。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2026年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31159-YC", + "UNCLEAR4-31159-LAUNCH1", + "UNCLEAR4-31159-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://paysponge.com/", + "businessModel": "Agent支付设施；手续费、充值、托管资金和服务净收入待拆", + "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": "YC31173", + "name": "Laurence", + "url": "https://www.ycombinator.com/companies/laurence", + "channel": "S01", + "cat": "C06", + "year": 2025, + "team": 2, + "location": null, + "business": "用强化学习和转化率Transformer模型优化Amazon广告。", + "buyer": "Amazon品牌及广告运营团队", + "delivery": "历史发布明确RL/自训练模型，当前官网广告管理与问答；1000万live广告支出无期间，不作公司收入，15—40%品牌净利提升是客户成果，创始人扑克收入不迁入。", + "notes": "历史发布明确RL/自训练模型，当前官网广告管理与问答；1000万live广告支出无期间，不作公司收入，15—40%品牌净利提升是客户成果，创始人扑克收入不迁入。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2025年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31173-YC", + "UNCLEAR4-31173-LAUNCH1", + "UNCLEAR4-31173-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://laurence.com", + "businessModel": "广告管理软件/服务；按花费或结果分成及人工成本待核", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读2026-02发布RL/转化率Transformer与当前广告优化；未核广告账单、对照组或净利润提升。", + "evidenceIds": [ + "UNCLEAR4-31173-YC", + "UNCLEAR4-31173-HOME" + ] + } + }, + { + "id": "YC31199", + "name": "Emdash", + "url": "https://www.ycombinator.com/companies/emdash", + "channel": "S01", + "cat": "C04", + "year": 2025, + "team": 2, + "location": null, + "business": "以桌面工作台并行运行编码Agent、隔离worktree并审查代码及PR。", + "buyer": "使用多个编码Agent的工程团队", + "delivery": "官网及README/许可可读，免费与开源不证明没有其他商业收入。百万下载非付费用户；尚未运行，2.0候补名单与当前版本分开，不能用版权2026改写YC2025成立。", + "notes": "官网及README/许可可读，免费与开源不证明没有其他商业收入。百万下载非付费用户；尚未运行，2.0候补名单与当前版本分开，不能用版权2026改写YC2025成立。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2025年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "当前免费开源桌面；Agent/模型/自备计算成本另计，未来收费未知", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31199-YC", + "UNCLEAR4-31199-LAUNCH1", + "UNCLEAR4-31199-HOME", + "UNCLEAR4-31199-README", + "UNCLEAR4-31199-LICENSE" + ], + "revenueStatus": "unknown", + "extraUrl": "https://emdash.com", + "businessModel": "Apache2.0开源桌面软件；上游Agent/自备计算费用及未来收费待核", + "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。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "README和Apache2.0许可可读，worktree及远程架构为公开描述；未安装、运行或独立安全/效果评测。", + "evidenceIds": [ + "UNCLEAR4-31199-README", + "UNCLEAR4-31199-LICENSE" + ] + } + }, + { + "id": "YC31234", + "name": "Ekpa", + "url": "https://www.ycombinator.com/companies/ekpa", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 2, + "location": null, + "business": "由研究Agent持续分析用户持仓、新闻和文件并提供投资信息。", + "buyer": "个人投资及研究用户", + "delivery": "官网明确只读连接，不能下单或转走资金；700万连接资产不是公司收入，也不当受托资产。短期1.5%收益为历史厂商自述，不作稳健能力证明。", + "notes": "官网明确只读连接，不能下单或转走资金；700万连接资产不是公司收入，也不当受托资产。短期1.5%收益为历史厂商自述，不作稳健能力证明。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2026年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "官网Standard免费；升级/真实付费合同尚未核", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31234-YC", + "UNCLEAR4-31234-LAUNCH1", + "UNCLEAR4-31234-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://goekpa.com/", + "businessModel": "投资研究/持仓软件；免费入口与后续升级收费未核", + "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。", + "pricingEvidence": "UNCLEAR4-31234-HOME" + }, + { + "id": "YC31242", + "name": "Booko", + "url": "https://www.ycombinator.com/companies/booko", + "channel": "S01", + "cat": "C06", + "year": 2025, + "team": 5, + "location": null, + "business": "以历史预订训练需求模型，预测空档并动态调整价格及激励。", + "buyer": "出售预约时段的服务企业", + "delivery": "官网明确学习需求和预测模型；约20%客户收入提升、4280演示及94.2%界面准确不是Booko实收/独立效果。不是同名旧图书比价网站的收入记录。", + "notes": "官网明确学习需求和预测模型；约20%客户收入提升、4280演示及94.2%界面准确不是Booko实收/独立效果。不是同名旧图书比价网站的收入记录。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2025年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31242-YC", + "UNCLEAR4-31242-LAUNCH1", + "UNCLEAR4-31242-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://booko.com", + "businessModel": "收益管理软件；订阅/增收分成及行业部署成本待核", + "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": "YC31252", + "name": "Moda", + "url": "https://www.ycombinator.com/companies/moda", + "channel": "S01", + "cat": "C03", + "year": 2025, + "team": 6, + "location": null, + "business": "从对话和工具轨迹识别失败，构建评估并回放验证提示词/工具变更。", + "buyer": "生产Agent开发及运营团队", + "delivery": "当前官网与2026发布可读；109K对话、99.2%已审阅、94%测试等界面展示不当独立生产覆盖、客户数或收入。未运行监控/攻防测试。", + "notes": "当前官网与2026发布可读；109K对话、99.2%已审阅、94%测试等界面展示不当独立生产覆盖、客户数或收入。未运行监控/攻防测试。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2025年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31252-YC", + "UNCLEAR4-31252-LAUNCH1", + "UNCLEAR4-31252-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://moda.dev", + "businessModel": "Agent监控/评估设施；按轨迹、用量或订阅收费未核", + "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": "YC31269", + "name": "MochaCare", + "url": "https://www.ycombinator.com/companies/mochacare", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 2, + "location": null, + "business": "以AI加人工承担招聘、排班、合规及客户接入的运营工作。", + "buyer": "居家照护服务机构", + "delivery": "2026发布明确创始人轮值及人类虚拟助手，官网分Platform/Managed；招聘可见，排班/CRM/奖励标Coming soon。240万美元符号融资不是收入，不当全自动纯SaaS。", + "notes": "2026发布明确创始人轮值及人类虚拟助手，官网分Platform/Managed；招聘可见，排班/CRM/奖励标Coming soon。240万美元符号融资不是收入，不当全自动纯SaaS。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2026年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "官网Platform由客户操作、Managed由公司人工协助；具体套餐/合同价格未给，不能混作相同SaaS成本", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31269-YC", + "UNCLEAR4-31269-LAUNCH1", + "UNCLEAR4-31269-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.mochacare.com/", + "businessModel": "行业管理软件与人工托管服务；Platform/Managed收费和劳动成本须拆", + "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": "YC31279", + "name": "Regbase", + "url": "https://www.ycombinator.com/companies/regbase", + "channel": "S01", + "cat": "C07", + "year": 2026, + "team": 3, + "location": null, + "business": "用AI研究Agent发现跨国/本地法令、监管变化及业务机会。", + "buyer": "法务、研究及受监管企业", + "delivery": "历史公司发布及官网明确AI研究；400M学校安全资助为给客户发现的机会，不是Regbase收入、授予款或已实现客户成交。100倍省时为自述，未核法律结论。", + "notes": "历史公司发布及官网明确AI研究；400M学校安全资助为给客户发现的机会，不是Regbase收入、授予款或已实现客户成交。100倍省时为自述，未核法律结论。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2026年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31279-YC", + "UNCLEAR4-31279-LAUNCH1", + "UNCLEAR4-31279-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://regbase.com", + "businessModel": "监管研究软件及服务；订阅/项目与人工复核待拆", + "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": "YC31284", + "name": "Origami Robotics", + "url": "https://www.ycombinator.com/companies/origami-robotics", + "channel": "S01", + "cat": "C10", + "year": 2026, + "team": 5, + "location": null, + "business": "协同设计采集手套、机器人手和操控模型，获取技能训练数据。", + "buyer": "机器人研究及产业自动化团队", + "delivery": "官网当前突出S1手套；YC称已向Amazon等实验室售手但未给金额，保留付费交付线索而不填收入数字。消除embodiment gap、技能迁移和数据规模为厂商主张。", + "notes": "官网当前突出S1手套；YC称已向Amazon等实验室售手但未给金额，保留付费交付线索而不填收入数字。消除embodiment gap、技能迁移和数据规模为厂商主张。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2026年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31284-YC", + "UNCLEAR4-31284-LAUNCH1", + "UNCLEAR4-31284-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.origami-robotics.com", + "businessModel": "机器人/数据采集硬件及模型/数据服务；硬件销售与经常性收费待拆", + "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。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读操控模型、硬件/采集匹配和当前手套说明；未独立测embodiment gap/泛化/实际交付。", + "evidenceIds": [ + "UNCLEAR4-31284-YC", + "UNCLEAR4-31284-HOME" + ] + } + }, + { + "id": "YC31289", + "name": "Fixture", + "url": "https://www.ycombinator.com/companies/fixture", + "channel": "S01", + "cat": "C06", + "year": 2026, + "team": 5, + "location": null, + "business": "聚合邮件/会议和客户上下文，以Agent建议潜客并辅助销售跟进。", + "buyer": "创业销售及客户关系团队", + "delivery": "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。", + "notes": "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。 法律主体、合同、实际收费及独立技术效果仍待核。", + "cohort": "2026年成立，据YC自述；精确注册日期待核", + "teamBasis": "YC Team Size；2026-10-31读取，业务人数截至日未知", + "price": "未取得现行可核实际合同收费", + "stage": "公开资料；实际商业成熟度/持续交付待核", + "sourceType": "YC当前公司资料、历史发布及可读官网", + "evidenceIds": [ + "UNCLEAR4-31289-YC", + "UNCLEAR4-31289-HOME" + ], + "revenueStatus": "unknown", + "extraUrl": "https://fixture.ai", + "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。" } ], "observations": [ @@ -39657,6 +40056,111 @@ "evidence": "UNCLEAR3-31116-HOME", "bound": "≈", "comparisonGroup": null + }, + { + "id": "UNCLEAR4-O-LAURENCE-ADSPEND", + "company": "YC31173", + "name": "Laurence", + "kind": "自动化管理广告花费自述", + "value": 10000000, + "unit": "原文$，币种待核", + "timing": "2026-02-05发布，live花费期间未给", + "scope": "品牌广告预算/投放，非Laurence收入", + "selection": "excluded", + "reason": "广告花费不等管理费，未取得费率/归属和期间，不当MRR/ARR", + "evidence": "UNCLEAR4-31173-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR4-O-BOOKO-CLIENT-LIFT", + "company": "YC31242", + "name": "Booko", + "kind": "客户收入增幅自述", + "value": 20, + "unit": "%", + "timing": "2026-02-04发布，实验期未给", + "scope": "早期客户收入，非Booko", + "selection": "excluded", + "reason": "客户增益和定价示例不能作平台已收费用，分成/合同未核", + "evidence": "UNCLEAR4-31242-LAUNCH1", + "bound": "≈", + "comparisonGroup": null + }, + { + "id": "UNCLEAR4-O-REGBASE-CLIENT-GRANTS", + "company": "YC31279", + "name": "Regbase", + "kind": "为客户发现的资助机会", + "value": 400000000, + "unit": "原文$，币种待核", + "timing": "2026-04-16发布", + "scope": "学校安全资助线索总额，非Regbase收入", + "selection": "excluded", + "reason": "发现机会不等授予款、客户成交或平台收费", + "evidence": "UNCLEAR4-31279-LAUNCH1", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "UNCLEAR4-O-EKPA-CONNECTED-ASSETS", + "company": "YC31234", + "name": "Ekpa", + "kind": "连接账户资产自述", + "value": 7000000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，同步/资产截至日未知", + "scope": "客户券商资产，仅只读连接", + "selection": "excluded", + "reason": "非公司收入或公司托管资产，不反推订阅", + "evidence": "UNCLEAR4-31234-HOME", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR4-O-EKPA-ANALYSES", + "company": "YC31234", + "name": "Ekpa", + "kind": "官网分析次数", + "value": 6500, + "unit": "分析", + "timing": "2026-10-31读取，统计期未知", + "scope": "产品使用量自述", + "selection": "adoption", + "reason": "使用次数非独立用户/付费/收入", + "evidence": "UNCLEAR4-31234-HOME", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR4-O-EMDASH-DOWNLOADS", + "company": "YC31199", + "name": "Emdash", + "kind": "官网累计下载宣传", + "value": 1000000, + "unit": "下载", + "timing": "2026-10-31读取，缓存及统计期未核", + "scope": "下载数非去重付费", + "selection": "adoption", + "reason": "免费开源下载不等活跃用户、团队或收入", + "evidence": "UNCLEAR4-31199-HOME", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "UNCLEAR4-O-MOCHA-FUNDING", + "company": "YC31269", + "name": "MochaCare", + "kind": "官网累计融资披露", + "value": 2400000, + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，融资时点及到账未核", + "scope": "融资而非经营收入", + "selection": "excluded", + "reason": "融资不得转为公司收入/ARR，不确认投资交割", + "evidence": "UNCLEAR4-31269-HOME", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -71570,6 +72074,798 @@ "kind": "公司自述官方资料复核", "summary": "原192项第49—72项：12新增，12保留AI主营待核。", "limitation": "三批72项加此前OpenSEO共73项已有后续记录，其余119项待补核；不回写原审计，不称全来源已覆盖。" + }, + { + "id": "UNCLEAR4-31135-YC", + "companyId": null, + "title": "RoboDock：YC当前复核", + "url": "https://www.ycombinator.com/companies/robodock", + "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4人、状态Active。机器人车队充电/检查；历史有视觉/热传感和闭环优化，但本轮未明确核心AI模型/学习实现，官网无法读取。客户场站成本/CapEx不能作RoboDock收入。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31135-LAUNCH1", + "companyId": null, + "title": "RoboDock: Autonomous Depots for Autonomous Fleets", + "url": "https://www.ycombinator.com/launches/PTx-robodock-autonomous-depots-for-autonomous-fleets", + "publishedAt": "2026-02-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "机器人车队充电/检查；历史有视觉/热传感和闭环优化，但本轮未明确核心AI模型/学习实现，官网无法读取。客户场站成本/CapEx不能作RoboDock收入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31151-YC", + "companyId": "YC31151", + "title": "Sparkles：YC当前复核", + "url": "https://www.ycombinator.com/companies/sparkles", + "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。让团队从网页/Slack调用编码Agent，在隔离环境修改既有代码并产出PR。 官网50美元符号/月500credits，首组织100赠额；每credit标0.10推理，余额结转。报价和样例PR不是实收或独立安全证明，未连接仓库/运行。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31151-LAUNCH1", + "companyId": "YC31151", + "title": "Sparkles - Lovable for existing projects", + "url": "https://www.ycombinator.com/launches/PMO-sparkles-lovable-for-existing-projects", + "publishedAt": "2026-02-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "让团队从网页/Slack调用编码Agent，在隔离环境修改既有代码并产出PR。 官网50美元符号/月500credits，首组织100赠额；每credit标0.10推理，余额结转。报价和样例PR不是实收或独立安全证明，未连接仓库/运行。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31152-YC", + "companyId": "YC31152", + "title": "Fern：YC当前复核", + "url": "https://www.ycombinator.com/companies/fern-bot", + "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。当前提供基于世界模型的机器人RL及评估环境，历史产品为实时会议AI助手。 同一YC页及Ishiki Labs关联保留；当前官网高保真RL环境，2026-02发布为会议助手。不把旧会议采用/功能迁为机器人商业结果，未运行世界模型或策略。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31152-LAUNCH1", + "companyId": "YC31152", + "title": "Fern – Realtime Socially Aware AI for Meetings", + "url": "https://www.ycombinator.com/launches/PTp-fern-realtime-socially-aware-ai-for-meetings", + "publishedAt": "2026-02-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前提供基于世界模型的机器人RL及评估环境，历史产品为实时会议AI助手。 同一YC页及Ishiki Labs关联保留；当前官网高保真RL环境，2026-02发布为会议助手。不把旧会议采用/功能迁为机器人商业结果，未运行世界模型或策略。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31154-YC", + "companyId": "AI036", + "title": "Orthogonal：YC当前复核", + "url": "https://www.ycombinator.com/companies/orthogonal", + "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。复用Orthogonal既有AI036；Agent API网关及按使用付款，API资金流水、预付余额与净收入分开。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31154-LAUNCH1", + "companyId": "AI036", + "title": "Orthogonal - Agentic Payments for APIs", + "url": "https://www.ycombinator.com/launches/PJU-orthogonal-agentic-payments-for-apis", + "publishedAt": "2026-01-29", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "复用Orthogonal既有AI036；Agent API网关及按使用付款，API资金流水、预付余额与净收入分开。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31159-YC", + "companyId": "YC31159", + "title": "Sponge：YC当前复核", + "url": "https://www.ycombinator.com/companies/sponge", + "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。为Agent提供钱包、账户/卡及API商户支付网关。 当前官网钱包/网关明确；Rain发卡与平台钱包/账户分开。示例500余额、150转账及预算不是业务流水，支付自主性和风控未独立核验。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31159-LAUNCH1", + "companyId": "YC31159", + "title": "Sponge: Financial infrastructure for the agent economy", + "url": "https://www.ycombinator.com/launches/PTD-sponge-financial-infrastructure-for-the-agent-economy", + "publishedAt": "2026-02-17", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "为Agent提供钱包、账户/卡及API商户支付网关。 当前官网钱包/网关明确；Rain发卡与平台钱包/账户分开。示例500余额、150转账及预算不是业务流水，支付自主性和风控未独立核验。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31173-YC", + "companyId": "YC31173", + "title": "Laurence：YC当前复核", + "url": "https://www.ycombinator.com/companies/laurence", + "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。用强化学习和转化率Transformer模型优化Amazon广告。 历史发布明确RL/自训练模型，当前官网广告管理与问答；1000万live广告支出无期间，不作公司收入，15—40%品牌净利提升是客户成果，创始人扑克收入不迁入。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31173-LAUNCH1", + "companyId": "YC31173", + "title": "Laurence - Automated Amazon Advertising", + "url": "https://www.ycombinator.com/launches/PNP-laurence-automated-amazon-advertising", + "publishedAt": "2026-02-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用强化学习和转化率Transformer模型优化Amazon广告。 历史发布明确RL/自训练模型，当前官网广告管理与问答；1000万live广告支出无期间，不作公司收入，15—40%品牌净利提升是客户成果，创始人扑克收入不迁入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31194-YC", + "companyId": null, + "title": "Valence：YC当前复核", + "url": "https://www.ycombinator.com/companies/valence", + "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。预测市场交易及数据API；自动路由/回测不单独证明AI主营，原文1B合约及客户交易量不等净收入。YC2026成立与2025交易历史同时保留待核。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31194-LAUNCH1", + "companyId": null, + "title": "Valence: Unified prediction markets trading platform", + "url": "https://www.ycombinator.com/launches/PcS-valence-unified-prediction-markets-trading-platform", + "publishedAt": "2026-03-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "预测市场交易及数据API；自动路由/回测不单独证明AI主营，原文1B合约及客户交易量不等净收入。YC2026成立与2025交易历史同时保留待核。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31199-YC", + "companyId": "YC31199", + "title": "Emdash：YC当前复核", + "url": "https://www.ycombinator.com/companies/emdash", + "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。以桌面工作台并行运行编码Agent、隔离worktree并审查代码及PR。 官网及README/许可可读，免费与开源不证明没有其他商业收入。百万下载非付费用户；尚未运行，2.0候补名单与当前版本分开，不能用版权2026改写YC2025成立。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31199-LAUNCH1", + "companyId": "YC31199", + "title": "Emdash - Open-source Agentic Development Environment (ADE)", + "url": "https://www.ycombinator.com/launches/PRP-emdash-open-source-agentic-development-environment-ade", + "publishedAt": "2026-02-14", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以桌面工作台并行运行编码Agent、隔离worktree并审查代码及PR。 官网及README/许可可读，免费与开源不证明没有其他商业收入。百万下载非付费用户；尚未运行，2.0候补名单与当前版本分开，不能用版权2026改写YC2025成立。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31204-YC", + "companyId": null, + "title": "Forum：YC当前复核", + "url": "https://www.ycombinator.com/companies/forum", + "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。注意力指数交易市场；以AI产品为交易话题不等自身AI主营，历史1000模拟币不是资金或收入。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31204-LAUNCH1", + "companyId": null, + "title": "Forum - exchange to trade on attention.", + "url": "https://www.ycombinator.com/launches/PTS-forum-exchange-to-trade-on-attention", + "publishedAt": "2026-02-18", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "注意力指数交易市场；以AI产品为交易话题不等自身AI主营，历史1000模拟币不是资金或收入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31227-YC", + "companyId": null, + "title": "Sequence Markets：YC当前复核", + "url": "https://www.ycombinator.com/companies/sequence-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5人、状态Active。跨市场执行/路由；已有AI execution标题、MCP/Agent接口，但AI核心贡献和主营边界未明确。104B注册用户自报交易量与10M测试量不是供应商收入。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31227-LAUNCH1", + "companyId": null, + "title": "Sequence Markets: trade across exchanges, prediction markets, and tokenized venues from one system", + "url": "https://www.ycombinator.com/launches/Pbh-sequence-markets-trade-across-exchanges-prediction-markets-and-tokenized-venues-from-one-system", + "publishedAt": "2026-03-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "跨市场执行/路由；已有AI execution标题、MCP/Agent接口，但AI核心贡献和主营边界未明确。104B注册用户自报交易量与10M测试量不是供应商收入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31229-YC", + "companyId": null, + "title": "Doomersion：YC当前复核", + "url": "https://www.ycombinator.com/companies/doomersion", + "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4人、状态Active。按水平匹配短视频的语言学习；个性化内容及翻译入口尚未补足明确AI模型/实现证据。15000下载和高时长不等付费或教学效果。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31229-LAUNCH1", + "companyId": null, + "title": "Doomersion - Learn Languages by Doomscrolling", + "url": "https://www.ycombinator.com/launches/Pf2-doomersion-learn-languages-by-doomscrolling", + "publishedAt": "2026-03-09", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "按水平匹配短视频的语言学习；个性化内容及翻译入口尚未补足明确AI模型/实现证据。15000下载和高时长不等付费或教学效果。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31234-YC", + "companyId": "YC31234", + "title": "Ekpa：YC当前复核", + "url": "https://www.ycombinator.com/companies/ekpa", + "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。由研究Agent持续分析用户持仓、新闻和文件并提供投资信息。 官网明确只读连接，不能下单或转走资金；700万连接资产不是公司收入，也不当受托资产。短期1.5%收益为历史厂商自述，不作稳健能力证明。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31234-LAUNCH1", + "companyId": "YC31234", + "title": "Ekpa: AI-Native Investment Platform for Everyday Traders", + "url": "https://www.ycombinator.com/launches/RJy-ekpa-ai-native-investment-platform-for-everyday-traders", + "publishedAt": "2026-07-09", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "由研究Agent持续分析用户持仓、新闻和文件并提供投资信息。 官网明确只读连接，不能下单或转走资金；700万连接资产不是公司收入，也不当受托资产。短期1.5%收益为历史厂商自述，不作稳健能力证明。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31239-YC", + "companyId": null, + "title": "Fort：YC当前复核", + "url": "https://www.ycombinator.com/companies/fort", + "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4人、状态Active。自动力量训练可穿戴；运动/心率识别与反馈本轮未明确AI模型。2024原型、2025成立及全职开始分开；289预购和1000名额上限不是已售收入。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31239-LAUNCH1", + "companyId": null, + "title": "Fort | Automated Strength Tracking for Longevity", + "url": "https://www.ycombinator.com/launches/PV7-fort-automated-strength-tracking-for-longevity", + "publishedAt": "2026-02-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "自动力量训练可穿戴；运动/心率识别与反馈本轮未明确AI模型。2024原型、2025成立及全职开始分开；289预购和1000名额上限不是已售收入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31239-LAUNCH2", + "companyId": null, + "title": "Fort: Automatic Strength Tracking for People Who Care About Longevity", + "url": "https://www.ycombinator.com/launches/PKj-fort-automatic-strength-tracking-for-people-who-care-about-longevity", + "publishedAt": "2026-02-02", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "自动力量训练可穿戴；运动/心率识别与反馈本轮未明确AI模型。2024原型、2025成立及全职开始分开；289预购和1000名额上限不是已售收入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31242-YC", + "companyId": "YC31242", + "title": "Booko：YC当前复核", + "url": "https://www.ycombinator.com/companies/booko", + "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5人、状态Active。以历史预订训练需求模型，预测空档并动态调整价格及激励。 官网明确学习需求和预测模型；约20%客户收入提升、4280演示及94.2%界面准确不是Booko实收/独立效果。不是同名旧图书比价网站的收入记录。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31242-LAUNCH1", + "companyId": "YC31242", + "title": "Booko – Dynamic pricing for businesses that sell time slots", + "url": "https://www.ycombinator.com/launches/PMU-booko-dynamic-pricing-for-businesses-that-sell-time-slots", + "publishedAt": "2026-02-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以历史预订训练需求模型，预测空档并动态调整价格及激励。 官网明确学习需求和预测模型；约20%客户收入提升、4280演示及94.2%界面准确不是Booko实收/独立效果。不是同名旧图书比价网站的收入记录。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31249-YC", + "companyId": null, + "title": "Meteoric：YC当前复核", + "url": "https://www.ycombinator.com/companies/meteoric", + "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。无人机天气工程/太阳能增益；AI天气预报和AI电力需求是行业背景，并未证明其自有AI核心交付。实验及未来2027/2028计划不当部署或收入。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31249-LAUNCH1", + "companyId": null, + "title": "Meteoric — Drones that clear clouds over solar farms and ultimately weaken hurricanes", + "url": "https://www.ycombinator.com/launches/T1j-meteoric-drones-that-clear-clouds-over-solar-farms-and-ultimately-weaken-hurricanes", + "publishedAt": "2026-08-21", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "无人机天气工程/太阳能增益；AI天气预报和AI电力需求是行业背景，并未证明其自有AI核心交付。实验及未来2027/2028计划不当部署或收入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31252-YC", + "companyId": "YC31252", + "title": "Moda：YC当前复核", + "url": "https://www.ycombinator.com/companies/moda", + "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6人、状态Active。从对话和工具轨迹识别失败，构建评估并回放验证提示词/工具变更。 当前官网与2026发布可读；109K对话、99.2%已审阅、94%测试等界面展示不当独立生产覆盖、客户数或收入。未运行监控/攻防测试。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31252-LAUNCH1", + "companyId": "YC31252", + "title": "Moda: The Continual Learning Layer for AI Agents", + "url": "https://www.ycombinator.com/launches/Pbf-moda-the-continual-learning-layer-for-ai-agents", + "publishedAt": "2026-03-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "从对话和工具轨迹识别失败，构建评估并回放验证提示词/工具变更。 当前官网与2026发布可读；109K对话、99.2%已审阅、94%测试等界面展示不当独立生产覆盖、客户数或收入。未运行监控/攻防测试。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31269-YC", + "companyId": "YC31269", + "title": "MochaCare：YC当前复核", + "url": "https://www.ycombinator.com/companies/mochacare", + "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加人工承担招聘、排班、合规及客户接入的运营工作。 2026发布明确创始人轮值及人类虚拟助手，官网分Platform/Managed；招聘可见，排班/CRM/奖励标Coming soon。240万美元符号融资不是收入，不当全自动纯SaaS。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31269-LAUNCH1", + "companyId": "YC31269", + "title": "MochaCare – Grow Your Home Care Agency with Human Virtual Assistants Supercharged by AI", + "url": "https://www.ycombinator.com/launches/PZQ-mochacare-grow-your-home-care-agency-with-human-virtual-assistants-supercharged-by-ai", + "publishedAt": "2026-02-28", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "以AI加人工承担招聘、排班、合规及客户接入的运营工作。 2026发布明确创始人轮值及人类虚拟助手，官网分Platform/Managed；招聘可见，排班/CRM/奖励标Coming soon。240万美元符号融资不是收入，不当全自动纯SaaS。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31273-YC", + "companyId": null, + "title": "SpotPay：YC当前复核", + "url": "https://www.ycombinator.com/companies/spotpay", + "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。稳定币全球账户/支付；区块链和.ai域名不等AI主营，TPV增长43%/周与用户增长27%/周不当公司收入增长。官网声明金融服务平台而非银行，注册未独立核。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31273-LAUNCH1", + "companyId": null, + "title": "SpotPay - Your Global Bank Account", + "url": "https://www.ycombinator.com/launches/PcV-spotpay-your-global-bank-account", + "publishedAt": "2026-03-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "稳定币全球账户/支付；区块链和.ai域名不等AI主营，TPV增长43%/周与用户增长27%/周不当公司收入增长。官网声明金融服务平台而非银行，注册未独立核。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31279-YC", + "companyId": "YC31279", + "title": "Regbase：YC当前复核", + "url": "https://www.ycombinator.com/companies/regbase", + "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AI研究Agent发现跨国/本地法令、监管变化及业务机会。 历史公司发布及官网明确AI研究；400M学校安全资助为给客户发现的机会，不是Regbase收入、授予款或已实现客户成交。100倍省时为自述，未核法律结论。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31279-LAUNCH1", + "companyId": "YC31279", + "title": "Regbase: Al-native Legal Research", + "url": "https://www.ycombinator.com/launches/Pxj-regbase-al-native-legal-research", + "publishedAt": "2026-04-16", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "用AI研究Agent发现跨国/本地法令、监管变化及业务机会。 历史公司发布及官网明确AI研究；400M学校安全资助为给客户发现的机会，不是Regbase收入、授予款或已实现客户成交。100倍省时为自述，未核法律结论。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31284-YC", + "companyId": "YC31284", + "title": "Origami Robotics：YC当前复核", + "url": "https://www.ycombinator.com/companies/origami-robotics", + "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。协同设计采集手套、机器人手和操控模型，获取技能训练数据。 官网当前突出S1手套；YC称已向Amazon等实验室售手但未给金额，保留付费交付线索而不填收入数字。消除embodiment gap、技能迁移和数据规模为厂商主张。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31284-LAUNCH1", + "companyId": "YC31284", + "title": "Origami Robotics: Make AI to Learn Physical Skills Easier than Ever", + "url": "https://www.ycombinator.com/launches/Pcl-origami-robotics-make-ai-to-learn-physical-skills-easier-than-ever", + "publishedAt": "2026-03-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "协同设计采集手套、机器人手和操控模型，获取技能训练数据。 官网当前突出S1手套；YC称已向Amazon等实验室售手但未给金额，保留付费交付线索而不填收入数字。消除embodiment gap、技能迁移和数据规模为厂商主张。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31287-YC", + "companyId": null, + "title": "DAIVIN!：YC当前复核", + "url": "https://www.ycombinator.com/companies/daivin", + "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。潜水呼吸装备；电解及自动控制未证明AI核心业务，呼吸安全宣传未独立验证，不因名称autonomy归AI公司。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31287-LAUNCH1", + "companyId": null, + "title": "DAIVIN! - We let humans breathe underwater (without oxygen tanks!)", + "url": "https://www.ycombinator.com/launches/PE1-daivin-we-let-humans-breathe-underwater-without-oxygen-tanks", + "publishedAt": "2026-01-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "潜水呼吸装备；电解及自动控制未证明AI核心业务，呼吸安全宣传未独立验证，不因名称autonomy归AI公司。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31289-YC", + "companyId": "YC31289", + "title": "Fixture：YC当前复核", + "url": "https://www.ycombinator.com/companies/fixture", + "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。聚合邮件/会议和客户上下文，以Agent建议潜客并辅助销售跟进。 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。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31294-YC", + "companyId": null, + "title": "Dispatch：YC当前复核", + "url": "https://www.ycombinator.com/companies/dispatch", + "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4人、状态Active。空间制造/返航载荷设施；自主和无人制造远景未补足明确AI模型，首飞计划及试验成本节省不等实际部署/公司收入。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31294-LAUNCH1", + "companyId": null, + "title": "Dispatch | Satellites for Manufacturing In Space", + "url": "https://www.ycombinator.com/launches/Pnf-dispatch-satellites-for-manufacturing-in-space", + "publishedAt": "2026-03-31", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "空间制造/返航载荷设施；自主和无人制造远景未补足明确AI模型，首飞计划及试验成本节省不等实际部署/公司收入。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31296-YC", + "companyId": null, + "title": "Unifold：YC当前复核", + "url": "https://www.ycombinator.com/companies/unifold", + "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。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。", + "limitation": "自述字段、业务截至日和法律注册未独立核；原始ai-unclear状态不回写。" + }, + { + "id": "UNCLEAR4-31296-LAUNCH1", + "companyId": null, + "title": "Unifold – Universal deposit infrastructure for on-chain apps", + "url": "https://www.ycombinator.com/launches/PRe-unifold-universal-deposit-infrastructure-for-on-chain-apps", + "publishedAt": "2026-02-17", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "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。", + "limitation": "历史公司发布；品牌/产品转型、性能、交易量、客户成果、示例、融资与实收分别核，不作独立验证或当前ARR。" + }, + { + "id": "UNCLEAR4-31135-HOME", + "companyId": null, + "title": "RoboDock：官网本轮读取", + "url": "https://www.robodock.tech/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "本轮官网无法读取。", + "limitation": "只记录可读YC/历史发布，未据视觉传感或自主标签证明AI模型。" + }, + { + "id": "UNCLEAR4-31151-HOME", + "companyId": "YC31151", + "title": "Sparkles：官网本轮读取", + "url": "https://sparkles.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "编码Agent云沙盒/PR，组织积分月付50美元符号/500credits；首组织100免费，余额可结转，每credit标0.10推理。", + "limitation": "定价与示例PR/报价不是公司实收；上游推理、沙盒费用和净收入需拆，未运行安全/代码效果验证。" + }, + { + "id": "UNCLEAR4-31152-HOME", + "companyId": "YC31152", + "title": "Fern：官网本轮读取", + "url": "https://www.fern.bot/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前机器人RL/评估环境，页脚Ishiki Labs Inc。", + "limitation": "历史同页为会议AI助手，转型日期和当前训练效果/付费仍待核，不迁旧产品结果。" + }, + { + "id": "UNCLEAR4-31154-HOME", + "companyId": "AI036", + "title": "Orthogonal：官网本轮读取", + "url": "https://www.orthogonal.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "统一API/MCP/CLI及跨供应商预付余额，支持Agent付款；页首4.3M融资。", + "limitation": "客户充值、上游API付款、请求数与平台净收入分开，融资非收入；未执行官网setup技能。" + }, + { + "id": "UNCLEAR4-31159-HOME", + "companyId": "YC31159", + "title": "Sponge：官网本轮读取", + "url": "https://paysponge.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agent钱包/商户网关、x402/MPP；Rain发卡独立于钱包及虚拟账户。", + "limitation": "500余额/150转账/25每日预算是页面示例；不是实收或流水，未开账户/授权付款。" + }, + { + "id": "UNCLEAR4-31173-HOME", + "companyId": "YC31173", + "title": "Laurence：官网本轮读取", + "url": "https://www.laurence.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "自动Amazon广告管理、利润/获客优化与自然语言品牌情报。", + "limitation": "品牌收入、广告花费和广告示例不是Laurence收入；RL/Transformer技术依据为有日期历史公司发布，未核效果。" + }, + { + "id": "UNCLEAR4-31199-HOME", + "companyId": "YC31199", + "title": "Emdash：官网本轮读取", + "url": "https://emdash.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "免费开源多编码Agent桌面工作台，当前Mac/Windows/Linux，页首称逾百万下载。", + "limitation": "2.0为候补，下载不等独立用户/付费；示例检查通过不证明真实运行，无安装或编译。" + }, + { + "id": "UNCLEAR4-31194-HOME", + "companyId": null, + "title": "Valence：官网本轮读取", + "url": "https://valence.trade/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "本轮官网读取502。", + "limitation": "业务及1B合约/2025历史交易量依据YC发布；未将不可读网页或交易量当收入/AI证据。" + }, + { + "id": "UNCLEAR4-31204-HOME", + "companyId": null, + "title": "Forum：官网本轮读取", + "url": "https://www.forum.market/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "仅取得注意力市场标题，无可读正文。", + "limitation": "历史1000为模拟币，AI产品话题不证明自身AI任务。" + }, + { + "id": "UNCLEAR4-31227-HOME", + "companyId": null, + "title": "Sequence Markets：官网本轮读取", + "url": "https://sequencemkts.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI execution标题，正文仅图式订单/跨市场程序化执行一行。", + "limitation": "标题/Agent接口与核心AI交付分开；104B用户自报及10M测试交易非公司收入。" + }, + { + "id": "UNCLEAR4-31229-HOME", + "companyId": null, + "title": "Doomersion：官网本轮读取", + "url": "https://doomersion.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "按水平/兴趣匹配短视频的语言学习，字幕解释、复习及测验；页脚Doomlingo Inc。", + "limitation": "个性化算法或.ai联系域名未单独证明AI模型，下载数不当付费，实体注册未核。" + }, + { + "id": "UNCLEAR4-31234-HOME", + "companyId": "YC31234", + "title": "Ekpa：官网本轮读取", + "url": "https://goekpa.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "持仓研究/推荐，只读连接，官网7M+连接资产与6500+分析；Standard免费。", + "limitation": "不能下单/移动资金是官网权限说明，未实测；资产、演示持仓和短期收益不等公司收入/可靠投资能力。" + }, + { + "id": "UNCLEAR4-31239-HOME", + "companyId": null, + "title": "Fort：官网本轮读取", + "url": "https://fort.cx/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "可穿戴/训练识别商店页面。", + "limitation": "未读到明确AI模型；历史预购报价/限额非已售，2024原型与YC2025成立分开待核。" + }, + { + "id": "UNCLEAR4-31242-HOME", + "companyId": "YC31242", + "title": "Booko：官网本轮读取", + "url": "https://booko.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "从预订历史训练需求模型，预测空档并促销；当前官网客户约20%提升。", + "limitation": "94.2%准确率、4280增收等界面是示例；没有独立账单或评估，不当平台收入。" + }, + { + "id": "UNCLEAR4-31249-HOME", + "companyId": null, + "title": "Meteoric：官网本轮读取", + "url": "https://meteoric.earth/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "无人机天气工程及太阳能产出增益，当前数值为模型最大估计。", + "limitation": "行业AI预测进展和电力需求非自身AI核心证明，计划与云室实验不当实际收益。" + }, + { + "id": "UNCLEAR4-31252-HOME", + "companyId": "YC31252", + "title": "Moda：官网本轮读取", + "url": "https://moda.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "生产Agent监控、失败追踪和评估/回放。", + "limitation": "109K对话、99.2%审阅、94%测试等界面不当实际效果或经营数据，未运行。" + }, + { + "id": "UNCLEAR4-31269-HOME", + "companyId": "YC31269", + "title": "MochaCare：官网本轮读取", + "url": "https://www.mochacare.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "居家照护AI工具及人工运营，Platform与Managed分开；排班/CRM/奖励标Coming soon，2.4M融资。", + "limitation": "不能把历史全托管表述当当前所有功能已自助上线；人工服务成本、融资和平台收入分开，实际合同未核。" + }, + { + "id": "UNCLEAR4-31273-HOME", + "companyId": null, + "title": "SpotPay：官网本轮读取", + "url": "https://www.spotpay.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "跨境金融钱包/卡，官网声明金融服务平台而非银行。", + "limitation": "无明确AI主营说明，注册/风控未独立核；TPV或用户增长不等净收入增长。" + }, + { + "id": "UNCLEAR4-31279-HOME", + "companyId": "YC31279", + "title": "Regbase：官网本轮读取", + "url": "https://regbase.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI监管研究Agent与跨语种/地方来源追踪。", + "limitation": "100小时到1小时及来源覆盖为厂商主张，不核法律内容；400M资助线索非平台收入。" + }, + { + "id": "UNCLEAR4-31284-HOME", + "companyId": "YC31284", + "title": "Origami Robotics：官网本轮读取", + "url": "https://www.origami-robotics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "机器人学习手套和手部产品，当前突出S1数据采集手套。", + "limitation": "历史售手未给金额；实际型号/交付、迁移效果及硬件/模型/数据收入需拆。" + }, + { + "id": "UNCLEAR4-31289-HOME", + "companyId": "YC31289", + "title": "Fixture：官网本轮读取", + "url": "https://fixture.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前官网本轮无法读取。", + "limitation": "AI CRM依据为明确YC公司自述，未取得官网全文、实际合同或付费规模。" + }, + { + "id": "UNCLEAR4-31199-README", + "companyId": "YC31199", + "title": "Emdash公开README", + "url": "https://raw.githubusercontent.com/generalaction/emdash/main/README.md", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "可读worktree隔离、多编码Agent、SSH远程、自备CLI及本地SQLite说明；模型提供商数据处理与桌面本地状态分开。", + "limitation": "只读公开材料，未运行安装、审查全部源码或验证数据边界；开源不提供付费金额。" + }, + { + "id": "UNCLEAR4-31199-LICENSE", + "companyId": "YC31199", + "title": "Emdash公开LICENSE", + "url": "https://raw.githubusercontent.com/generalaction/emdash/main/LICENSE.md", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "许可证为Apache2.0，版权2026 General Action Inc；此日期不单独代替YC2025成立自述。", + "limitation": "只读公开材料，未运行安装、审查全部源码或验证数据边界；开源不提供付费金额。" + }, + { + "id": "UNCLEAR4-INDEX", + "companyId": null, + "title": "原AI不明候选第四批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。" } ], "reviews": [ @@ -77002,6 +78298,117 @@ "UNCLEAR3-31116-HOME" ], "handling": "无新增可比ARR/MRR；停服不补零，数据采集报酬及分成需进入成本判断，不能只见公开采用或赢家。 Asimov兼有自营清洁，清洁收费/补贴、人工成本与训练数据销售分别待核，不当纯SaaS。" + }, + { + "id": "UNCLEAR4-R-BUSINESS", + "type": "AI任务补证、复用与历史转型", + "company": "Sparkles、Fern、Sponge、Laurence、Emdash、Ekpa、Booko、Moda、MochaCare、Regbase、Origami Robotics、Fixture、Orthogonal", + "scope": "companies", + "companyIds": [ + "YC31151", + "YC31152", + "YC31159", + "YC31173", + "YC31199", + "YC31234", + "YC31242", + "YC31252", + "YC31269", + "YC31279", + "YC31284", + "YC31289", + "AI036" + ], + "summary": "12新增及1已有Orthogonal关联；Fern会议AI到机器人训练、MochaCare人工管理、Agent支付与CRM任务分开。", + "evidenceIds": [ + "UNCLEAR4-31151-YC", + "UNCLEAR4-31152-YC", + "UNCLEAR4-31159-YC", + "UNCLEAR4-31173-YC", + "UNCLEAR4-31199-YC", + "UNCLEAR4-31234-YC", + "UNCLEAR4-31242-YC", + "UNCLEAR4-31252-YC", + "UNCLEAR4-31269-YC", + "UNCLEAR4-31279-YC", + "UNCLEAR4-31284-YC", + "UNCLEAR4-31289-YC", + "UNCLEAR4-31154-YC" + ], + "handling": "不重复公司或原928初始目录；可读说明不等模型/权限、真实客户和独立交付已核。" + }, + { + "id": "UNCLEAR4-R-PENDING", + "type": "预测市场/自动硬件与AI主营缺项", + "company": "YC AI不明候选第四批", + "scope": "dataset", + "summary": "11项保留AI主营待核，有Agent接口、AI标题或AI需求背景者仍需明确核心交付。", + "evidenceIds": [ + "UNCLEAR4-INDEX", + "UNCLEAR4-31135-YC", + "UNCLEAR4-31194-YC", + "UNCLEAR4-31204-YC", + "UNCLEAR4-31227-YC", + "UNCLEAR4-31229-YC", + "UNCLEAR4-31239-YC", + "UNCLEAR4-31249-YC", + "UNCLEAR4-31273-YC", + "UNCLEAR4-31287-YC", + "UNCLEAR4-31294-YC", + "UNCLEAR4-31296-YC" + ], + "handling": "Valence2026成立自述与2025交易历史、Fort2024原型保留待核；TPV、测试量、模拟币、预购上限和补贴不当ARR。" + }, + { + "id": "UNCLEAR4-R-TECH", + "type": "技术自述及公开代码边界", + "company": "Sparkles、Fern、Laurence、Emdash、Origami Robotics", + "scope": "companies", + "companyIds": [ + "YC31151", + "YC31152", + "YC31173", + "YC31199", + "YC31284" + ], + "summary": "Sparkles云沙盒、Fern当前RL、Laurence模型、Origami操控仅厂商描述；Emdash公开README和Apache许可可读。", + "evidenceIds": [ + "UNCLEAR4-31151-HOME", + "UNCLEAR4-31152-HOME", + "UNCLEAR4-31173-HOME", + "UNCLEAR4-31284-HOME", + "UNCLEAR4-31199-README", + "UNCLEAR4-31199-LICENSE" + ], + "handling": "未运行或独立安全/效果评测，Agent上游数据与桌面状态分开，公开代码不等模型权重或全部产品开源。" + }, + { + "id": "UNCLEAR4-R-FINANCE", + "type": "积分/资金、客户增收与混合人工服务", + "company": "Sparkles、Sponge、Laurence、Ekpa、Booko、MochaCare、Regbase、Orthogonal", + "scope": "companies", + "companyIds": [ + "YC31151", + "YC31159", + "YC31173", + "YC31234", + "YC31242", + "YC31269", + "YC31279", + "AI036" + ], + "summary": "按量积分、API上游付款、钱包资金、广告费、连接资产、资助线索及融资不当收入；MochaCare Platform与人工Managed分开。", + "evidenceIds": [ + "UNCLEAR4-31151-HOME", + "UNCLEAR4-31154-HOME", + "UNCLEAR4-31159-HOME", + "UNCLEAR4-31234-HOME", + "UNCLEAR4-31242-HOME", + "UNCLEAR4-31269-HOME", + "UNCLEAR4-31173-LAUNCH1", + "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。" } ], "coverage": { @@ -80550,6 +81957,386 @@ "note": "原ai-unclear，YC自报2026年成立。航空航天定制电池制造，YC Inactive；自主系统客户及创始人Shield AI经历不能证明自身AI主营，旧Starlink电池数量不迁为公司交付。 暂不计公司表，AI主营待核，不是确认永久排除或年份未知。" } ] + }, + { + "id": "YC-AI-UNCLEAR-4", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原AI不明192项第73—96项按原发现顺序补核；12新增、1复用AI036、11仍AI主营待核。四批96项及此前OpenSEO1项已有后续记录，另95项继续补核。", + "complete": false, + "records": [ + { + "id": "YC-AI4-31135", + "name": "RoboDock", + "url": "https://www.ycombinator.com/companies/robodock", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31135-YC", + "UNCLEAR4-31135-LAUNCH1", + "UNCLEAR4-31135-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。机器人车队充电/检查；历史有视觉/热传感和闭环优化，但本轮未明确核心AI模型/学习实现，官网无法读取。客户场站成本/CapEx不能作RoboDock收入。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31151", + "name": "Sparkles", + "url": "https://www.ycombinator.com/companies/sparkles", + "categoryId": "C04", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31151", + "evidenceIds": [ + "UNCLEAR4-31151-YC", + "UNCLEAR4-31151-LAUNCH1", + "UNCLEAR4-31151-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。让团队从网页/Slack调用编码Agent，在隔离环境修改既有代码并产出PR。 官网50美元符号/月500credits，首组织100赠额；每credit标0.10推理，余额结转。报价和样例PR不是实收或独立安全证明，未连接仓库/运行。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31152", + "name": "Fern", + "url": "https://www.ycombinator.com/companies/fern-bot", + "categoryId": "C02", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31152", + "evidenceIds": [ + "UNCLEAR4-31152-YC", + "UNCLEAR4-31152-LAUNCH1", + "UNCLEAR4-31152-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。当前提供基于世界模型的机器人RL及评估环境，历史产品为实时会议AI助手。 同一YC页及Ishiki Labs关联保留；当前官网高保真RL环境，2026-02发布为会议助手。不把旧会议采用/功能迁为机器人商业结果，未运行世界模型或策略。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31154", + "name": "Orthogonal", + "url": "https://www.ycombinator.com/companies/orthogonal", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI036", + "evidenceIds": [ + "UNCLEAR4-31154-YC", + "UNCLEAR4-31154-LAUNCH1", + "UNCLEAR4-31154-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。复用Orthogonal既有AI036；Agent API网关及按使用付款，API资金流水、预付余额与净收入分开。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31159", + "name": "Sponge", + "url": "https://www.ycombinator.com/companies/sponge", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31159", + "evidenceIds": [ + "UNCLEAR4-31159-YC", + "UNCLEAR4-31159-LAUNCH1", + "UNCLEAR4-31159-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。为Agent提供钱包、账户/卡及API商户支付网关。 当前官网钱包/网关明确；Rain发卡与平台钱包/账户分开。示例500余额、150转账及预算不是业务流水，支付自主性和风控未独立核验。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31173", + "name": "Laurence", + "url": "https://www.ycombinator.com/companies/laurence", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31173", + "evidenceIds": [ + "UNCLEAR4-31173-YC", + "UNCLEAR4-31173-LAUNCH1", + "UNCLEAR4-31173-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。用强化学习和转化率Transformer模型优化Amazon广告。 历史发布明确RL/自训练模型，当前官网广告管理与问答；1000万live广告支出无期间，不作公司收入，15—40%品牌净利提升是客户成果，创始人扑克收入不迁入。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31194", + "name": "Valence", + "url": "https://www.ycombinator.com/companies/valence", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31194-YC", + "UNCLEAR4-31194-LAUNCH1", + "UNCLEAR4-31194-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。预测市场交易及数据API；自动路由/回测不单独证明AI主营，原文1B合约及客户交易量不等净收入。YC2026成立与2025交易历史同时保留待核。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31199", + "name": "Emdash", + "url": "https://www.ycombinator.com/companies/emdash", + "categoryId": "C04", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31199", + "evidenceIds": [ + "UNCLEAR4-31199-YC", + "UNCLEAR4-31199-LAUNCH1", + "UNCLEAR4-31199-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。以桌面工作台并行运行编码Agent、隔离worktree并审查代码及PR。 官网及README/许可可读，免费与开源不证明没有其他商业收入。百万下载非付费用户；尚未运行，2.0候补名单与当前版本分开，不能用版权2026改写YC2025成立。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31204", + "name": "Forum", + "url": "https://www.ycombinator.com/companies/forum", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31204-YC", + "UNCLEAR4-31204-LAUNCH1", + "UNCLEAR4-31204-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。注意力指数交易市场；以AI产品为交易话题不等自身AI主营，历史1000模拟币不是资金或收入。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31227", + "name": "Sequence Markets", + "url": "https://www.ycombinator.com/companies/sequence-markets", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31227-YC", + "UNCLEAR4-31227-LAUNCH1", + "UNCLEAR4-31227-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。跨市场执行/路由；已有AI execution标题、MCP/Agent接口，但AI核心贡献和主营边界未明确。104B注册用户自报交易量与10M测试量不是供应商收入。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31229", + "name": "Doomersion", + "url": "https://www.ycombinator.com/companies/doomersion", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31229-YC", + "UNCLEAR4-31229-LAUNCH1", + "UNCLEAR4-31229-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。按水平匹配短视频的语言学习；个性化内容及翻译入口尚未补足明确AI模型/实现证据。15000下载和高时长不等付费或教学效果。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31234", + "name": "Ekpa", + "url": "https://www.ycombinator.com/companies/ekpa", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31234", + "evidenceIds": [ + "UNCLEAR4-31234-YC", + "UNCLEAR4-31234-LAUNCH1", + "UNCLEAR4-31234-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。由研究Agent持续分析用户持仓、新闻和文件并提供投资信息。 官网明确只读连接，不能下单或转走资金；700万连接资产不是公司收入，也不当受托资产。短期1.5%收益为历史厂商自述，不作稳健能力证明。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31239", + "name": "Fort", + "url": "https://www.ycombinator.com/companies/fort", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31239-YC", + "UNCLEAR4-31239-LAUNCH1", + "UNCLEAR4-31239-LAUNCH2", + "UNCLEAR4-31239-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。自动力量训练可穿戴；运动/心率识别与反馈本轮未明确AI模型。2024原型、2025成立及全职开始分开；289预购和1000名额上限不是已售收入。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31242", + "name": "Booko", + "url": "https://www.ycombinator.com/companies/booko", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31242", + "evidenceIds": [ + "UNCLEAR4-31242-YC", + "UNCLEAR4-31242-LAUNCH1", + "UNCLEAR4-31242-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。以历史预订训练需求模型，预测空档并动态调整价格及激励。 官网明确学习需求和预测模型；约20%客户收入提升、4280演示及94.2%界面准确不是Booko实收/独立效果。不是同名旧图书比价网站的收入记录。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31249", + "name": "Meteoric", + "url": "https://www.ycombinator.com/companies/meteoric", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31249-YC", + "UNCLEAR4-31249-LAUNCH1", + "UNCLEAR4-31249-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。无人机天气工程/太阳能增益；AI天气预报和AI电力需求是行业背景，并未证明其自有AI核心交付。实验及未来2027/2028计划不当部署或收入。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31252", + "name": "Moda", + "url": "https://www.ycombinator.com/companies/moda", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31252", + "evidenceIds": [ + "UNCLEAR4-31252-YC", + "UNCLEAR4-31252-LAUNCH1", + "UNCLEAR4-31252-HOME" + ], + "note": "原ai-unclear，YC自报2025年成立。从对话和工具轨迹识别失败，构建评估并回放验证提示词/工具变更。 当前官网与2026发布可读；109K对话、99.2%已审阅、94%测试等界面展示不当独立生产覆盖、客户数或收入。未运行监控/攻防测试。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31269", + "name": "MochaCare", + "url": "https://www.ycombinator.com/companies/mochacare", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "YC31269", + "evidenceIds": [ + "UNCLEAR4-31269-YC", + "UNCLEAR4-31269-LAUNCH1", + "UNCLEAR4-31269-HOME" + ], + "note": "原ai-unclear，YC自报2026年成立。以AI加人工承担招聘、排班、合规及客户接入的运营工作。 2026发布明确创始人轮值及人类虚拟助手，官网分Platform/Managed；招聘可见，排班/CRM/奖励标Coming soon。240万美元符号融资不是收入，不当全自动纯SaaS。 后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31273", + "name": "SpotPay", + "url": "https://www.ycombinator.com/companies/spotpay", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31273-YC", + "UNCLEAR4-31273-LAUNCH1", + "UNCLEAR4-31273-HOME" + ], + "note": 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后续补证关联，非完成独立审计。" + }, + { + "id": "YC-AI4-31294", + "name": "Dispatch", + "url": "https://www.ycombinator.com/companies/dispatch", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31294-YC", + "UNCLEAR4-31294-LAUNCH1" + ], + "note": "原ai-unclear，YC自报2025年成立。空间制造/返航载荷设施；自主和无人制造远景未补足明确AI模型，首飞计划及试验成本节省不等实际部署/公司收入。 AI主营继续待核，不计公司表，不是永久排除。" + }, + { + "id": "YC-AI4-31296", + "name": "Unifold", + "url": "https://www.ycombinator.com/companies/unifold", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "evidenceIds": [ + "UNCLEAR4-31296-YC", + "UNCLEAR4-31296-LAUNCH1" + ], + "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。" + } + ] } ], "directoryRechecks": [ @@ -81059,6 +82846,161 @@ "UNCLEAR3-31116-HOME" ], "reason": "当前或历史官方资料补足AI任务依据；公开README及MIT许可可读，未安装执行；GitHub 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"UNCLEAR4-31252-HOME" + ], + "reason": "明确Agent/模型/AI任务补证；当前官网与2026发布可读；109K对话、99.2%已审阅、94%测试等界面展示不当独立生产覆盖、客户数或收入。未运行监控/攻防测试。 原1428发现与928初始新增计数不回写。" + }, + { + "ycId": 31269, + "originalStatus": "ai-unclear", + "companyId": "YC31269", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR4-31269-YC", + "UNCLEAR4-31269-LAUNCH1", + "UNCLEAR4-31269-HOME" + ], + "reason": "明确Agent/模型/AI任务补证；2026发布明确创始人轮值及人类虚拟助手，官网分Platform/Managed；招聘可见，排班/CRM/奖励标Coming soon。240万美元符号融资不是收入，不当全自动纯SaaS。 原1428发现与928初始新增计数不回写。" + }, + { + "ycId": 31279, + "originalStatus": "ai-unclear", + "companyId": "YC31279", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR4-31279-YC", + "UNCLEAR4-31279-LAUNCH1", + "UNCLEAR4-31279-HOME" + ], + "reason": "明确Agent/模型/AI任务补证；历史公司发布及官网明确AI研究；400M学校安全资助为给客户发现的机会，不是Regbase收入、授予款或已实现客户成交。100倍省时为自述，未核法律结论。 原1428发现与928初始新增计数不回写。" + }, + { + "ycId": 31284, + "originalStatus": "ai-unclear", + "companyId": "YC31284", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR4-31284-YC", + "UNCLEAR4-31284-LAUNCH1", + "UNCLEAR4-31284-HOME" + ], + "reason": "明确Agent/模型/AI任务补证；官网当前突出S1手套；YC称已向Amazon等实验室售手但未给金额，保留付费交付线索而不填收入数字。消除embodiment gap、技能迁移和数据规模为厂商主张。 原1428发现与928初始新增计数不回写。" + }, + { + "ycId": 31289, + "originalStatus": "ai-unclear", + "companyId": "YC31289", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "UNCLEAR4-31289-YC", + "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。" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 432141e..15ad166 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-3", + "version": "2026-10-31-ai-unclear-4", "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项已补核三批72项：39新增、3复用、30保留AI主营待核；另此前OpenSEO复核1项，合计73项已有后续记录，其余119项继续补核。原发现审计及928条初始新增不回写。Klaus有官网明确停服声明而历史收入仍未知；Scalar Field旧月收入、训练成本、旧事业ARR/保费、客户成果/资产、资助申请、stars/采用率均按主体和口径分开，未新增可比MRR/ARR。" + "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。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index b14f575..af9bf20 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-3", + "sourceVersion": "2026-10-31-ai-unclear-4", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",