Classify six SR007 follow-ups and preserve revenue attribution limits

apps/docs/scripts/auth-cli.ts

@@ -182,9 +182,9 @@ async function main() {
   assert.equal(researchResponse.status, 200, "authenticated research API");
   assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
   const research = await researchResponse.json();
-  assert.equal(research.companies.length, 1202);
+  assert.equal(research.companies.length, 1207);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4689);
+  assert.equal(research.evidence.length, 4704);
   assert.equal(research.observations.length, 453);
   assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
   const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });

apps/docs/tests/research.test.ts

@@ -123,8 +123,8 @@ test("research revisions share the authentication database and preserve replay l
     for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
     assert.equal(consumeCode(config, "invalid"), "limited");
     const initial = readResearchSnapshot();
-    assert.equal(initial.companies.length, 1202);
-    assert.equal(initial.evidence.length, 4689);
+    assert.equal(initial.companies.length, 1207);
+    assert.equal(initial.evidence.length, 4704);
     assert.equal(initial.observations.length, 453);
     const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
     assert.equal(businessReviews.length, 4);
@@ -169,9 +169,9 @@ 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, 219);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 221);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 47);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 48);
   const review = snapshot.reviews.find((r) => r.id === "R4")!;
   assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
   assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []);
@@ -190,11 +190,11 @@ 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), 1202);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1207);
   assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
   assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
   assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1123);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1128);
   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"));
@@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
 
 test("technical reviews keep accessible materials separate from tested capabilities", () => {
   const snapshot = structuredClone(seed) as ResearchSnapshot;
-  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 187);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 192);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -531,7 +531,7 @@ test("unreconciled directory financials remain source reviews instead of income
   assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
   assert.equal(reviewCompanyIds(snapshot, review).length, 0);
   assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
-  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 189);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 183);
 });
 
 test("product pivots and founder histories do not become new company years or current revenue", () => {

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-11-01-sr007-public-roster-1",
+  "version": "2026-11-01-sr007-followup-1",
   "asOf": "2026-11-01",
   "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": [
@@ -37848,6 +37848,189 @@
           "SR007R-BANBURY-HOME"
         ]
       }
+    },
+    {
+      "id": "AI111",
+      "name": "Baro",
+      "url": "https://www.heybaro.com/",
+      "channel": "S14",
+      "cat": "C07",
+      "year": 2026,
+      "team": 5,
+      "location": "美国纽约（投资方资料）",
+      "business": "为消费品牌提供AI经营建议、批准后执行及供应商管理。",
+      "buyer": "消费品牌运营团队",
+      "delivery": "早期访问；软件和供应商/运营服务混合交付，实际自动化与人工比例未核",
+      "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。",
+      "cohort": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核",
+      "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日",
+      "price": "可能含一次性启动包、GMV佣金及广告管理费；具体分成、订单、退款版本待核",
+      "stage": "早期访问；软件和供应商/运营服务混合交付，实际自动化与人工比例未核",
+      "sourceType": "投资方公司资料、官网及可读条款",
+      "evidenceIds": [
+        "SR007F1-BARO-SR",
+        "SR007F1-BARO-HOME",
+        "SR007F1-BARO-TERMS"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "平台/运营服务及结果收费；客户GMV、广告预算与本公司净费分开",
+      "entityBasis": "条款自述BARO Inc.与Delaware适用法，未核登记；旧公司履历不归新主体",
+      "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。",
+        "evidenceIds": [
+          "SR007F1-BARO-SR",
+          "SR007F1-BARO-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI112",
+      "name": "Blueprint（blueprint.io）",
+      "url": "https://www.blueprint.io/",
+      "channel": "S14",
+      "cat": "C04",
+      "year": 2026,
+      "team": 4,
+      "location": "美国旧金山（投资方资料）",
+      "business": "以自然语言需求辅助硬件原型设计及工程准备。",
+      "buyer": "硬件工程与产品开发团队",
+      "delivery": "投资方说明可读；官网仅标题，当前完整产品/交付成熟度未核",
+      "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。",
+      "cohort": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核",
+      "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日",
+      "price": "未取得可读价表或合同",
+      "stage": "投资方说明可读；官网仅标题，当前完整产品/交付成熟度未核",
+      "sourceType": "投资方公司资料、官网及可读条款",
+      "evidenceIds": [
+        "SR007F1-BLUEPRINT-SR",
+        "SR007F1-BLUEPRINT-HOME"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "硬件设计软件/工程平台，许可与服务收费未核；不等硬件设备销售",
+      "entityBasis": "精确法律主体/登记缺，不能套同名Blueprint公司年份或收入",
+      "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。",
+        "evidenceIds": [
+          "SR007F1-BLUEPRINT-SR",
+          "SR007F1-BLUEPRINT-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI113",
+      "name": "Cartsy",
+      "url": "https://cartsy.com/",
+      "channel": "S14",
+      "cat": "C09",
+      "year": 2025,
+      "team": 3,
+      "location": "美国纽约（投资方资料）",
+      "business": "用多模态模型和搜索识别社交内容中的商品，向消费者推荐购买入口。",
+      "buyer": "社交媒体购物消费者；商家/创作者合作待核",
+      "delivery": "免费发现服务及候补入口，当前主要跳第三方商家结账；未实际使用",
+      "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。",
+      "cohort": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核",
+      "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日",
+      "price": "消费者端称免费，实际佣金/商家合同未获，非公司零收入证明",
+      "stage": "免费发现服务及候补入口，当前主要跳第三方商家结账；未实际使用",
+      "sourceType": "投资方公司资料、官网及可读条款",
+      "evidenceIds": [
+        "SR007F1-CARTSY-SR",
+        "SR007F1-CARTSY-HOME",
+        "SR007F1-CARTSY-TERMS"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "购物发现与导流；消费者购买款不直接作为平台收入，自营结账未上线",
+      "entityBasis": "官网条款CR AI Labs, Inc.自述，非登记核验；与创始人旧公司分开",
+      "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。",
+        "evidenceIds": [
+          "SR007F1-CARTSY-SR",
+          "SR007F1-CARTSY-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI114",
+      "name": "ChatOverflow",
+      "url": "https://chatoverflow.dev/",
+      "channel": "S14",
+      "cat": "C03",
+      "year": 2026,
+      "team": 2,
+      "location": "美国旧金山（投资方资料）",
+      "business": "让编程Agent共享、搜索和复用任务经验。",
+      "buyer": "编程Agent平台与开发者",
+      "delivery": "官网仍即将推出/候补，安装命令展示但未执行；官方GitHub反链404",
+      "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。",
+      "cohort": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核",
+      "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日",
+      "price": "未取得真实可用价表；网页示例价卡非本服务套餐",
+      "stage": "官网仍即将推出/候补，安装命令展示但未执行；官方GitHub反链404",
+      "sourceType": "投资方公司资料、官网及可读条款",
+      "evidenceIds": [
+        "SR007F1-CHAT-SR",
+        "SR007F1-CHAT-HOME",
+        "SR007F1-CHAT-REPO"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "Agent经验/知识基础设施，软件与网络服务收费仍未确认",
+      "entityBasis": "尚缺法律主体与正式服务合同，前雇主业务不归本公司",
+      "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。",
+        "evidenceIds": [
+          "SR007F1-CHAT-SR",
+          "SR007F1-CHAT-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI115",
+      "name": "ChronoSpace",
+      "url": "https://chronospace.ai/",
+      "channel": "S14",
+      "cat": "C01",
+      "year": 2025,
+      "team": 5,
+      "location": "美国湾区（投资方资料）",
+      "business": "研究物理场景的时空世界模型，服务工业数字化与仿真。",
+      "buyer": "制造、零售、建筑及机器人企业",
+      "delivery": "投资方自述客户部署和签约，官网信息有限；模型可用性及实收未独立核",
+      "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。",
+      "cohort": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核",
+      "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日",
+      "price": "未取得公开价表或具体合同",
+      "stage": "投资方自述客户部署和签约，官网信息有限；模型可用性及实收未独立核",
+      "sourceType": "投资方公司资料、官网及可读条款",
+      "evidenceIds": [
+        "SR007F1-CHRONO-SR",
+        "SR007F1-CHRONO-HOME"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "模型/数字化仿真交付；许可、项目、硬件数据采集和持续服务需拆",
+      "entityBasis": "公司注册/与大学知识产权许可关系未核；学术成果非新公司独立成绩",
+      "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-11-01",
+        "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。",
+        "evidenceIds": [
+          "SR007F1-CHRONO-SR",
+          "SR007F1-CHRONO-HOME"
+        ]
+      }
     }
   ],
   "observations": [
@@ -96545,6 +96728,171 @@
       "kind": "投资方公开目录与公司原始资料/登记补核",
       "summary": "普通公开HTML的defaultCohort及79条结果仍为SR007，未取得SR006列表。",
       "limitation": "不得把重复默认名单当另一批次；其他2025/2026批次目录尚未穷尽。"
+    },
+    {
+      "id": "SR007F1-BARO-SR",
+      "companyId": "AI111",
+      "title": "Baro2026与创始人旧事业边界",
+      "url": "https://speedrun.a16z.com/companies/baro",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "投资方档案列2026成立、5人、纽约及heybaro.com；AI品牌经营助手，创始人另述上家公司run rate。",
+      "limitation": "旧公司500万run rate和客户利润提升不归Baro收入；成立/员工为自报非登记核验，交付实际人工参与未知。"
+    },
+    {
+      "id": "SR007F1-BARO-HOME",
+      "companyId": "AI111",
+      "title": "Baro批准后执行与业绩收费自述",
+      "url": "https://www.heybaro.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "官网为品牌运营/增长管理工具与供应商执行，需客户批准；案例有分成、客户销售/节省，入口为早期访问。",
+      "limitation": "客户案例和界面金额非本公司收入；按效果付费自述须与具体合同核对，不推无人工或纯软件毛利。"
+    },
+    {
+      "id": "SR007F1-BARO-TERMS",
+      "companyId": "AI111",
+      "title": "Baro启动包、GMV佣金和广告管理费",
+      "url": "https://www.heybaro.com/terms",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "March2026条款运营者BARO Inc.，列一次性启动包、按GMV持续佣金及广告管理费等可能收费。",
+      "limitation": "月份不补具体生效日或成立日；非退款通则与首页不成功不收费的实际方案关系待核，客户GMV/广告预算不当净费，AI软件与服务拆分缺。"
+    },
+    {
+      "id": "SR007F1-BLUEPRINT-SR",
+      "companyId": "AI112",
+      "title": "Blueprint2026硬件设计软件档案",
+      "url": "https://speedrun.a16z.com/companies/blueprint",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "投资方档案列2026成立、4人、旧金山，同域blueprint.io；自然语言需求到硬件设计平台。",
+      "limitation": "投资方介绍不证明可制造性/独立效率，也不证明当前报价、实际订单或硬件设备收入。"
+    },
+    {
+      "id": "SR007F1-BLUEPRINT-HOME",
+      "companyId": "AI112",
+      "title": "Blueprint官网仅标题可读",
+      "url": "https://www.blueprint.io/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "浏览工具零正文，普通HTML仅读到AI硬件设计标题，约5944字符；未取得产品/价格/法律正文。",
+      "limitation": "不能据不可读认停服或同名公司；暂以投资方任务自述分类，实际功能、合同/注册和交付阶段缺，未执行JS。"
+    },
+    {
+      "id": "SR007F1-BRIC-SR",
+      "companyId": null,
+      "title": "Bric2026隐身与前雇主指标",
+      "url": "https://speedrun.a16z.com/companies/bric",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "档案列2026成立、3人、旧金山，描述Stealth/AI Agents；创始人简介给Slack AI、Snap等旧事业业绩。",
+      "limitation": "1亿ARR/广告花费与4亿用户等不归新Bric，履历和标签不足明确当前AI任务/买家。成立年有自报，AI主营仍未核。"
+    },
+    {
+      "id": "SR007F1-BRIC-HOME",
+      "companyId": null,
+      "title": "Bric官网未来与申请入口",
+      "url": "https://bric-ai.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "浏览工具不能访问，普通HTML仅Bric AI、Built for the future与Request access文本。",
+      "limitation": "没有明确产品任务/实际交付，不提交申请或执行脚本；根域可读外壳不等停服，仍AI主营待核。"
+    },
+    {
+      "id": "SR007F1-CARTSY-SR",
+      "companyId": "AI113",
+      "title": "Cartsy2025及多模态购物识别",
+      "url": "https://speedrun.a16z.com/companies/cartsy",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "档案列2025成立、3人、纽约；多模态LLM与商品匹配用于社交购物。",
+      "limitation": "市场规模、创始人旧融资/退出不当本公司收入；标签不代独立效果。"
+    },
+    {
+      "id": "SR007F1-CARTSY-HOME",
+      "companyId": "AI113",
+      "title": "Cartsy免费消费购物入口与候补",
+      "url": "https://cartsy.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "官网说明图片/视频识别购物、Instagram私信与网页，购买跳零售商；称免费且仍有候补入口。",
+      "limitation": "免费用户体验不等整个公司零收入，候补/宣传不证明普遍可用；不将商品价格当Cartsy净费，未实际使用。"
+    },
+    {
+      "id": "SR007F1-CARTSY-TERMS",
+      "companyId": "AI113",
+      "title": "Cartsy主体、第三方AI与尚未启用自营结账",
+      "url": "https://cartsy.com/terms",
+      "publishedAt": "2026-09-16",
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "条款称CR AI Labs, Inc.产品，AI功能用OpenAI/Google Gemini与搜索数据；当前生产主要跳零售商，Cartsy-managed checkout尚未开启。",
+      "limitation": "网站合同自述非登记核验；未来结账规则不当已售/当前GMV，佣金或商家合同未取得，不作支付平台或基础模型公司。"
+    },
+    {
+      "id": "SR007F1-CHAT-SR",
+      "companyId": "AI114",
+      "title": "ChatOverflow2026与厂商受控基准",
+      "url": "https://speedrun.a16z.com/companies/chatoverflow",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "投资方列2026成立、2人、旧金山，Agent共享经验网络；受控SWE-bench44%提速为自述。",
+      "limitation": "无独立测试与实验分母/配置，不将前AMD用户或受控基准变新公司采用规模/独立能力等级。"
+    },
+    {
+      "id": "SR007F1-CHAT-HOME",
+      "companyId": "AI114",
+      "title": "ChatOverflow候补、安装展示与示例边界",
+      "url": "https://chatoverflow.dev/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "官网描述编程Agent经验共享，显示COMING SOON/候补及安装命令和GitHub反链。",
+      "limitation": "未运行任何命令或插件；界面中的定价/分钟/token和对话为产品演示，不是本公司的现价或实测数据。"
+    },
+    {
+      "id": "SR007F1-CHAT-REPO",
+      "companyId": null,
+      "title": "ChatOverflow官方代码反链不可读",
+      "url": "https://github.com/ChatOverflow-dev/chatoverflow",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "从官网直接点GitHub返回404，未取得仓库正文或代码。",
+      "limitation": "不证明永久无仓库；不能据open source标签提升public-artifact，未安装/执行SDK或访问非公开项目。"
+    },
+    {
+      "id": "SR007F1-CHRONO-SR",
+      "companyId": "AI115",
+      "title": "ChronoSpace2025模型与签约口径",
+      "url": "https://speedrun.a16z.com/companies/chronospace",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "投资方列2025成立、5人、Bay Area；4D世界模型，近期客户部署及multi-six figures contracted revenue自述。",
+      "limitation": "签约金额未给确定数/币种/期间，不能填ARR或确认收入；大学论文和旧团队履历不当新公司独立测试，客户部署也非已核回款。"
+    },
+    {
+      "id": "SR007F1-CHRONO-HOME",
+      "companyId": "AI115",
+      "title": "ChronoSpace当前世界模型官网",
+      "url": "https://chronospace.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-11-01",
+      "kind": "投资方公司档案与官网/条款补核",
+      "summary": "官网标题World Models for the Physical World，列投资方与联系入口，正文未提供完整报价/部署或技术评测。",
+      "limitation": "仅标题和标志不证付费客户、实际能力或模型/数据公开；注册和服务合同待核，不从合作标志推营收。"
     }
   ],
   "reviews": [
@@ -105537,6 +105885,71 @@
         "SR007R-ALVEN-OFFICERS"
       ],
       "handling": "候选保持pending-year，不建2025公司或收入观测。1.2M ARR自述无日历日/币种、10M正在部署不等已实现；客户单元/节省、认证标志和董事不代付费分母、独立验证或员工。"
+    },
+    {
+      "id": "SR007F1-R-DELIVERY",
+      "type": "SR007当前交付分类与未独立验证",
+      "company": "Baro、Blueprint、Cartsy、ChatOverflow、ChronoSpace",
+      "companyIds": [
+        "AI111",
+        "AI112",
+        "AI113",
+        "AI114",
+        "AI115"
+      ],
+      "scope": "companies",
+      "summary": "五个2025/2026投资方档案与官网反链支持纳入；行业服务、硬件设计软件、消费购物、Agent经验网络和世界模型分别分类。",
+      "evidenceIds": [
+        "SR007F1-BARO-SR",
+        "SR007F1-BARO-HOME",
+        "SR007F1-BARO-TERMS",
+        "SR007F1-BLUEPRINT-SR",
+        "SR007F1-BLUEPRINT-HOME",
+        "SR007F1-CARTSY-SR",
+        "SR007F1-CARTSY-HOME",
+        "SR007F1-CARTSY-TERMS",
+        "SR007F1-CHAT-SR",
+        "SR007F1-CHAT-HOME",
+        "SR007F1-CHRONO-SR",
+        "SR007F1-CHRONO-HOME"
+      ],
+      "handling": "早期访问、候补与官网空正文分列，不当已核规模交付；ChatOverflow官方仓库反链404且受控基准非独立实验，Blueprint功能/价表缺，ChronoSpace模型和大学资产许可缺，均description级。"
+    },
+    {
+      "id": "SR007F1-R-FINANCE",
+      "type": "客户GMV、服务费、签约与演示非ARR",
+      "company": "Baro、Cartsy、ChatOverflow、ChronoSpace",
+      "companyIds": [
+        "AI111",
+        "AI113",
+        "AI114",
+        "AI115"
+      ],
+      "scope": "companies",
+      "summary": "Baro一次性/佣金/广告服务混合；Cartsy免费导流且自营结账未上线；ChatOverflow示例价卡非套餐；ChronoSpace只述模糊签约数。",
+      "evidenceIds": [
+        "SR007F1-BARO-SR",
+        "SR007F1-BARO-HOME",
+        "SR007F1-BARO-TERMS",
+        "SR007F1-CARTSY-HOME",
+        "SR007F1-CARTSY-TERMS",
+        "SR007F1-CHAT-HOME",
+        "SR007F1-CHAT-REPO",
+        "SR007F1-CHRONO-SR"
+      ],
+      "handling": "无新增财务观测。需真实净费、退款及履约回款、固定/项目/经常性拆分、AI/人工/供应商成本与付费分母；客户业绩/旧公司run rate、商品价和市场规模不搬为本公司ARR。"
+    },
+    {
+      "id": "SR007F1-R-BRIC",
+      "type": "隐身产品主营与前雇主业绩分开",
+      "company": "Bric",
+      "scope": "excluded-candidate",
+      "summary": "已读2026成立和3人自报，仍无明确AI产品任务或交付；从年份待核转AI主营待核。",
+      "evidenceIds": [
+        "SR007F1-BRIC-SR",
+        "SR007F1-BRIC-HOME"
+      ],
+      "handling": "不以AI标签/旧ML履历或Slack旧ARR新增公司，当前保留C00；不是确认排除或公司关闭。未运行代码/提交申请，费用、法律主体和产品证据仍缺。"
     }
   ],
   "coverage": {
@@ -118657,7 +119070,7 @@
       "sourceId": "S14",
       "url": "https://speedrun.a16z.com/companies",
       "accessedAt": "2026-11-01",
-      "scope": "匿名公开HTML默认SR007完整载荷79个唯一ID/slug；count79、next/previous空，75个UUID普通链接。20关联（17复用、3本轮新增）、59成立/主体待核。仅此默认载荷，非所有批次/两年全量；独立档案仅四个补读，其余仅目录。",
+      "scope": "匿名公开HTML默认SR007的79个唯一ID/slug；count79、next/previous空，75个普通UUID链接。当前25关联（17复用、8本系列新增）、53成立/主体待核、1AI主营待核；本系列新补读十个独立档案，其他本次仅目录。非所有批次/两年全量，既有个案更早核查见证据。",
       "complete": false,
       "records": [
         {
@@ -118774,12 +119187,16 @@
           "url": "https://speedrun.a16z.com/companies/baro",
           "categoryId": "C07",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F1-BARO-SR",
+            "SR007F1-BARO-HOME",
+            "SR007F1-BARO-TERMS"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核；早期访问；软件和供应商/运营服务混合交付，实际自动化与人工比例未核。不新增财务观测，限制见公司及证据。",
+          "companyId": "AI111"
         },
         {
           "id": "SR007R-C09",
@@ -118787,12 +119204,15 @@
           "url": "https://speedrun.a16z.com/companies/blueprint",
           "categoryId": "C04",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F1-BLUEPRINT-SR",
+            "SR007F1-BLUEPRINT-HOME"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核；投资方说明可读；官网仅标题，当前完整产品/交付成熟度未核。不新增财务观测，限制见公司及证据。",
+          "companyId": "AI112"
         },
         {
           "id": "SR007R-C10",
@@ -118815,12 +119235,14 @@
           "url": "https://speedrun.a16z.com/companies/bric",
           "categoryId": "C00",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "pending-ai",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F1-BRIC-SR",
+            "SR007F1-BRIC-HOME"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方2026成立已有自报，但Stealth/AI Agents与官网未来/申请入口没有明确当前AI任务；转AI主营待核，候选C00不新增公司。Slack AI旧ARR、Snap广告花费/用户和团队旧履历不能归Bric。"
         },
         {
           "id": "SR007R-C12",
@@ -118828,12 +119250,16 @@
           "url": "https://speedrun.a16z.com/companies/cartsy",
           "categoryId": "C09",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F1-CARTSY-SR",
+            "SR007F1-CARTSY-HOME",
+            "SR007F1-CARTSY-TERMS"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核；免费发现服务及候补入口，当前主要跳第三方商家结账；未实际使用。不新增财务观测，限制见公司及证据。",
+          "companyId": "AI113"
         },
         {
           "id": "SR007R-C13",
@@ -118841,12 +119267,16 @@
           "url": "https://speedrun.a16z.com/companies/chatoverflow",
           "categoryId": "C03",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F1-CHAT-SR",
+            "SR007F1-CHAT-HOME",
+            "SR007F1-CHAT-REPO"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核；官网仍即将推出/候补，安装命令展示但未执行；官方GitHub反链404。不新增财务观测，限制见公司及证据。",
+          "companyId": "AI114"
         },
         {
           "id": "SR007R-C14",
@@ -118854,12 +119284,15 @@
           "url": "https://speedrun.a16z.com/companies/chronospace",
           "categoryId": "C01",
           "kind": "company",
-          "profileStatus": "archive-only",
-          "status": "pending-year",
+          "profileStatus": "readable",
+          "status": "linked",
           "evidenceIds": [
-            "SR007R-ROSTER"
+            "SR007R-ROSTER",
+            "SR007F1-CHRONO-SR",
+            "SR007F1-CHRONO-HOME"
           ],
-          "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
+          "note": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核；投资方自述客户部署和签约，官网信息有限；模型可用性及实收未独立核。不新增财务观测，限制见公司及证据。",
+          "companyId": "AI115"
         },
         {
           "id": "SR007R-C15",

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-11-01-sr007-public-roster-1",
+  "version": "2026-11-01-sr007-followup-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。",
@@ -3040,8 +3040,8 @@
         "speedrun.a16z.com"
       ],
       "initialAccess": "见具体证据访问记录",
-      "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记20关联（17复用、3新增）/59主体年份待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。",
-      "nextCheck": "先补SR007剩余59条独立档案、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。",
+      "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记25关联（17复用、8本系列新增）/53主体年份待核/1AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。",
+      "nextCheck": "先补SR007剩余53条独立档案及Bric的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。",
       "limitation": "来源可读不等于声明已独立验证。",
       "rosterAudit": {
         "url": "https://speedrun.a16z.com/companies",

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-11-01-sr007-public-roster-1",
+  "sourceVersion": "2026-11-01-sr007-followup-1",
   "asOf": "2026-11-01",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",