From 91d6c22e6befe3398b1128be9a97bb9f47daba4d Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 00:30:51 +0800 Subject: [PATCH] Classify six SR007 follow-ups and preserve revenue attribution limits --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 16 +- content/research/ai-companies.seed.json | 485 +++++++++++++++++++-- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 473 insertions(+), 40 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index d1ed1f3..f6dfea0 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 97031a3..5df23df 100644 --- a/apps/docs/tests/research.test.ts +++ b/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", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 5fd7c7a..1dd6eda 100644 --- a/content/research/ai-companies.seed.json +++ b/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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 927ee10..958490c 100644 --- a/content/research/ai-companies.sources.json +++ b/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", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 2edfd41..2a3b520 100644 --- a/content/research/ai-income-analysis.json +++ b/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",