From 45f1d1dba3d821130ae8990da5f1d606ff1aebf4 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 02:32:24 +0800 Subject: [PATCH 1/2] Review developer tag candidates and separate runtime and compute businesses --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 10 +- content/research/ai-companies.seed.json | 1215 ++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1027 insertions(+), 208 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index abe5800..ad16498 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1858); - assert.equal(research.observations.length, 237); + assert.equal(research.evidence.length, 1909); + assert.equal(research.observations.length, 240); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index ff08234..4035e77 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1051); - assert.equal(initial.evidence.length, 1858); - assert.equal(initial.observations.length, 237); + assert.equal(initial.evidence.length, 1909); + assert.equal(initial.observations.length, 240); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); @@ -64,7 +64,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 115); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 118); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -101,8 +101,8 @@ test("disclosure counts exclude client income, biographies, targets and duplicat test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 59); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 9); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 61); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 10); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c461883..da499f7 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-sales-models-1", + "version": "2026-10-31-dev-tags-1", "asOf": "2026-10-31", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -3427,31 +3427,34 @@ "id": "YC30402", "name": "Kashikoi", "url": "https://www.ycombinator.com/companies/kashikoi", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Simulation Engine for Benchmarking AI Products", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "模拟真实交互场景以评估AI代理及其行为。", + "buyer": "AI应用开发及评测团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent测试设施；world model是此处模拟引擎描述，不证明已发布自有基础模型。旧Moveworks每天250代理及iPhone覆盖不是Kashikoi采用；官网示例分数不是独立评测。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30402" + "YC-E-30402", + "DEVTAG1-CAT-YC30402", + "DEVTAG1-KASH-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：模拟真实交互场景以评估AI代理及其行为。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Generative AI", "Machine Learning", "AI" - ] + ], + "businessModel": "Agent仿真评测设施；场景、连接器、仿真用量及维护费待拆" }, { "id": "YC30404", @@ -3858,61 +3861,82 @@ "id": "YC30431", "name": "Feyn", "url": "https://www.ycombinator.com/companies/feyn", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Custom models trained on your data", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为企业审查现有工作流、训练专用模型并持续用新案例改进。", + "buyer": "AI产品和企业模型团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按当前模型供给移C02，旧Chonkie数据切分/接入产品另记。模型归客户、自我改进及成本优势为自述未核；官网无法读取，当前合同、主体及旧业务延续待核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30431" + "YC-E-30431", + "DEVTAG1-CAT-YC30431", + "DEVTAG1-FEYN-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为企业审查现有工作流、训练专用模型并持续用新案例改进。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "AI", "ML" - ] + ], + "businessModel": "定制模型后训练服务；工程实施、数据、训练和运行费用待拆" }, { "id": "YC30432", "name": "HelixDB", "url": "https://www.ycombinator.com/companies/helixdb", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 6, "location": "London, United Kingdom", - "business": "公司简介：The fastest & most scalable graph-vector database on the market", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为RAG及代理整合图关系、向量及文本检索数据。", + "buyer": "AI应用开发及数据团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按上下文数据基础设施移C03，不把数据库当自有模型或代码生成。公开代码、许可与托管方案分开；性能领先1—3数量级未独立复现，星标不是收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30432" + "YC-E-30432", + "DEVTAG1-CAT-YC30432", + "DEVTAG1-HELIX-ACCESS", + "DEVTAG1-HELIX-REPO", + "DEVTAG1-HELIX-LICENSE" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为RAG及代理整合图关系、向量及文本检索数据。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Open Source", "Infrastructure", "AI", "Databases" - ] + ], + "businessModel": "开源数据库与托管云；存储、计算、查询、部署及支持费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构及当前官网/公开产品材料对应；精确注册、签约及收费主体仍待核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "公开数据库README、目录及Apache代码许可可读；未固定commit、编译、安装、执行查询或独立测性能/稳定性。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30432", + "DEVTAG1-HELIX-ACCESS", + "DEVTAG1-HELIX-REPO", + "DEVTAG1-HELIX-LICENSE" + ] + } }, { "id": "YC30433", @@ -4155,25 +4179,28 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Faster builds, zero effort.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供AI辅助工程的构建、代码评审、代理护栏及历史分析工具。", + "buyer": "软件工程及平台团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发类；YC快速构建与现官网多项目定位并列，不能把旧hurry宣传当全部当前产品。仅因加速编译不认定AI实现，官网AI定位及项目另列，未核当前付费或性能。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30449" + "YC-E-30449", + "DEVTAG1-CAT-YC30449", + "DEVTAG1-ATTUNE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供AI辅助工程的构建、代码评审、代理护栏及历史分析工具。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Infrastructure" - ] + ], + "businessModel": "开发工具组合；构建计算、代码评审、许可与支持费用待拆" }, { "id": "YC30450", @@ -4487,31 +4514,35 @@ "id": "YC30468", "name": "Clidey", "url": "https://www.ycombinator.com/companies/clidey", - "cat": "C04", + "cat": "C05", "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Turn scattered data into one platform for decision-making", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将业务数据、实体关系、决策规则和工作流程连接成运营平台。", + "buyer": "企业数据、治理及运营团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现WhoDB移企业通用工作，Clidey旗下开源工具和旧Docucod文档生成分期。ERP截图明确合成演示；客户定价计算/节时不是Clidey收入，真实AI作用和收费仍待核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30468" + "YC-E-30468", + "DEVTAG1-CAT-YC30468", + "DEVTAG1-CLIDEY-HOME", + "DEVTAG1-WHODB-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：将业务数据、实体关系、决策规则和工作流程连接成运营平台。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "SaaS", "B2B", "AI" - ] + ], + "businessModel": "通用数据运营平台；云托管、私有部署、连接及实施费用待拆" }, { "id": "YC30469", @@ -4895,26 +4926,29 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Understand your users beyond the numbers", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "分析产品会话、发现故障并由代理准备代码修复及后续工作。", + "buyer": "产品工程、增长和客户运营团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "据现官网产品工程闭环保留C04；旧留存分析与现PR/原型/客户联络双线分开。官网示例PR、发票和at-risk金额不作实际案例或自身收入，触达需用户审批为自述未实测。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30497" + "YC-E-30497", + "DEVTAG1-CAT-YC30497", + "DEVTAG1-HUMAN-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：分析产品会话、发现故障并由代理准备代码修复及后续工作。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Analytics", "AI" - ] + ], + "businessModel": "产品工程软件兼用户分析；会话用量、存储、代理及集成费用待拆" }, { "id": "YC30498", @@ -5489,31 +5523,34 @@ "id": "YC30539", "name": "mlop", "url": "https://www.ycombinator.com/companies/mlop", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 2, "location": "London, United Kingdom", - "business": "公司简介：Experiment tracking for training ML models", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "跟踪机器学习实验、模型指标及训练版本并协作分析。", + "buyer": "ML训练及研究团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按训练支持移C02。官网计算private beta、推理coming soon，不能当完整推理服务已商用；兼容W&B为自述，免费入口和开源不等无收费或零收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30539" + "YC-E-30539", + "DEVTAG1-CAT-YC30539", + "DEVTAG1-MLOP-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：跟踪机器学习实验、模型指标及训练版本并协作分析。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "Machine Learning", "SaaS" - ] + ], + "businessModel": "模型实验管理平台；存储、计算、团队及托管费用待拆" }, { "id": "YC30540", @@ -5613,27 +5650,43 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Self-Driving CI: fast AI-native GitHub Actions runners", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供GitHub Actions运行资源和提出CI优化PR的代理。", + "buyer": "软件开发及DevOps团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发验证，非直接替代所有GitHub平台。PR由用户审阅合并，部分代理需付费并申请；公开客户PR存在不证明宣传倍数或合同收入，二百万jobs不是二百万付费客户。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "官网按CPU/GPU分钟计费，4vCPU示例原文$0.008/min，队列不计，Review Runner另计且模型上游付费；企业协议待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30545" + "YC-E-30545", + "DEVTAG1-CAT-YC30545", + "DEVTAG1-STAR-HOME", + "DEVTAG1-STAR-PR" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供GitHub Actions运行资源和提出CI优化PR的代理。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "DevOps", "AI" - ] + ], + "businessModel": "CI按计算分钟计费；CPU/GPU资源及代理优化，模型费用另拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构及当前官网/公开产品材料对应；精确注册、签约及收费主体仍待核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读CI按分钟供给、人工合并优化流程及一个客户公开合并记录；差异全文/日志未读，未执行或独立复现性能，不据宣传倍数排名。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30545", + "DEVTAG1-STAR-HOME", + "DEVTAG1-STAR-PR" + ] + } }, { "id": "YC30548", @@ -6214,31 +6267,33 @@ "id": "YC30610", "name": "TraceRoot.AI", "url": "https://www.ycombinator.com/companies/traceroot-ai", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Open Source AI Agent Improvement Platform", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "分析代理生产故障模式并向编码代理提供上下文及验证修复。", + "buyer": "AI代理应用工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现代理改进平台移C03；旧通用生产调试产品分期。创始人此前修300故障不是当前客户或产品能力测试，open source自述未在本轮读取仓库。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30610" + "YC-E-30610", + "DEVTAG1-CAT-YC30610" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：分析代理生产故障模式并向编码代理提供上下文及验证修复。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Open Source", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent可观测与改进设施；追踪、存储、分析及支持费用待拆" }, { "id": "YC30613", @@ -6689,31 +6744,34 @@ "id": "YC30638", "name": "Lotas", "url": "https://www.ycombinator.com/companies/lotas", - "cat": "C04", + "cat": "C07", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI for quantitative trading", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "目录当前称从事量化交易，具体产品及经营方式待核。", + "buyer": "量化交易经营或专业团队，具体买家未核", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现quantitative trading暂移金融行业，旧Rao/RStudio编码助手与当前分开。官网只有联系入口，不能假定自己管理资产、盈利或仍出售IDE；RStudio五百万用户不是Lotas用户。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30638" + "YC-E-30638", + "DEVTAG1-CAT-YC30638", + "DEVTAG1-LOTAS-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：目录当前称从事量化交易，具体产品及经营方式待核。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Data Science", "Data Visualization", "AI" - ] + ], + "businessModel": "量化交易暂分类；自营、外售软件和收费边界待核" }, { "id": "YC30640", @@ -7024,32 +7082,34 @@ "id": "YC30651", "name": "Alter", "url": "https://www.ycombinator.com/companies/alter", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：Privileged Access Management for AI Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在AI代理工具调用时验证身份、权限及运行策略。", + "buyer": "AI应用开发及企业安全团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent设施。临时令牌、参数级授权及审计为自述未实测，SOC2/HIPAA/GDPR声明不等已核认证；A2A旧发布标coming soon不当全部现已交付。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30651" + "YC-E-30651", + "DEVTAG1-CAT-YC30651" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在AI代理工具调用时验证身份、权限及运行策略。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "DevSecOps", "Security", "AI" - ] + ], + "businessModel": "Agent身份及权限设施；调用、凭据、策略和企业部署费待拆" }, { "id": "YC30652", @@ -7178,31 +7238,34 @@ "id": "YC30660", "name": "Magnitude", "url": "https://www.ycombinator.com/companies/magnitude", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Run open models as fast as your hardware allows", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在本地硬件调优推理内核并向现有代理提供开放模型运行接口。", + "buyer": "本地模型及代理开发用户", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移推理设施。Mac/NVIDIA上预填和解码分别自述，平均超过两倍不外推所有芯片/模型；开源免费及本地不上传需实测，未读源码/许可证或运行调优。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30660" + "YC-E-30660", + "DEVTAG1-CAT-YC30660", + "DEVTAG1-MAGNITUDE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在本地硬件调优推理内核并向现有代理提供开放模型运行接口。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Open Source", "Infrastructure", "AI" - ] + ], + "businessModel": "本地推理引擎；软件、硬件适配、支持或其他收费待核" }, { "id": "YC30661", @@ -7857,27 +7920,30 @@ "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：Hardware-Aware AI for Embedded Software", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "结合数据手册、代码及客户真实板卡生成、调试和验证固件。", + "buyer": "嵌入式固件及硬件工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发工具，不因接触硬件就归出售实体设备。自动编译/刷写/仪器测试为厂商描述，未执行；万人开发者不是付费数，平台支持和认证主张未独立核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30691" + "YC-E-30691", + "DEVTAG1-CAT-YC30691", + "DEVTAG1-EMBEDDER-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：结合数据手册、代码及客户真实板卡生成、调试和验证固件。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Hardware", "B2B", "AI" - ] + ], + "businessModel": "固件开发平台；模型用量、硬件桥接、实验台和企业部署费用待拆" }, { "id": "YC30694", @@ -8029,31 +8095,34 @@ "id": "YC30699", "name": "VibeFlow", "url": "https://www.ycombinator.com/companies/vibeflow", - "cat": "C04", + "cat": "C06", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：AI content manager that grows your company's online presence", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "按品牌语气制作社媒文图并在用户批准后发布。", + "buyer": "创业者、品牌及增长团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现社媒运营移C06，旧prompt-to-app工作流工具另记。官网明确用户批准再发布，不能按hands-off推无人审核；线索和客户收入不是VibeFlow营收。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30699" + "YC-E-30699", + "DEVTAG1-CAT-YC30699", + "DEVTAG1-VIBE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：按品牌语气制作社媒文图并在用户批准后发布。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Consumer", "B2B", "AI" - ] + ], + "businessModel": "内容营销运营；制作、发布、渠道、代理及人工费用待拆" }, { "id": "YC30700", @@ -8478,30 +8547,34 @@ "id": "YC30722", "name": "Omnara", "url": "https://www.ycombinator.com/companies/omnara", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：The Open-Source Alternative to Claude Managed Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以开放控制平面/API部署和管理有状态代理及其运行资源。", + "buyer": "产品开发及企业代理团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent运行时，旧Claude Code遥控/会话订阅与现管理API分期。官网平台费0而模型/机器按量仍收费，旧9/20月费不当当前统一价；推广赠额不是收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "现平台/自托管费0，模型按token、机器按活动时长或自带资源；旧9/20月订阅分期，不等全免费", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30722" + "YC-E-30722", + "DEVTAG1-CAT-YC30722", + "DEVTAG1-OMNARA-HOME", + "DEVTAG1-OMNARA-OLD-PRICE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以开放控制平面/API部署和管理有状态代理及其运行资源。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "AI", "AI Assistant" - ] + ], + "businessModel": "Agent托管设施；平台与模型、机器用量、支持成本分开" }, { "id": "YC30723", @@ -9193,31 +9266,35 @@ "id": "YC30762", "name": "KERNEL", "url": "https://www.ycombinator.com/companies/kernel", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 22, "location": "San Francisco", - "business": "公司简介：Crazy fast, open source infra for AI agents to use the Internet", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供供代理访问互联网的托管浏览器、会话和运行资源。", + "buyer": "浏览器自动化及Agent开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent浏览器设施。旧300ms与现sub150ms为不同自述未测，使用团队不等付费数；挑战处理等功能未执行，SOC2/HIPAA须具体范围，创始人Clever旧退出价不是Kernel收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "公开月费原文$0/30/200另加资源用量，示例$0.0000166667/GB秒；企业、headless/headful及实际账单待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30762" + "YC-E-30762", + "DEVTAG1-CAT-YC30762", + "DEVTAG1-KERNEL-PRICE", + "DEVTAG1-KERNEL-OLD-EXIT" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供供代理访问互联网的托管浏览器、会话和运行资源。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Cloud Computing", "Infrastructure", "AI" - ] + ], + "businessModel": "浏览器基础设施；月套餐加GB秒用量、企业支持和合规部署费待拆" }, { "id": "YC30763", @@ -9282,26 +9359,29 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Turns products into CLIs and agents into customers", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从产品API及代码生成可维护CLI、验证命令并交付程序。", + "buyer": "软件产品及开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现代码/CLI交付保留C04，旧自然语言生成Agent平台分期。DoorDash等自行发布CLI不等Okibi客户；当前验证流程仅自述未运行，旧15YC合作不等已付费或当前客户。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30768" + "YC-E-30768", + "DEVTAG1-CAT-YC30768", + "DEVTAG1-OKIBI-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：从产品API及代码生成可维护CLI、验证命令并交付程序。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "SaaS", "AI" - ] + ], + "businessModel": "开发接口生成与维护；代码分析、沙盒测试、更新及身份服务费待拆" }, { "id": "YC30770", @@ -9730,31 +9810,34 @@ "id": "YC30804", "name": "Luminal", "url": "https://www.ycombinator.com/companies/luminal", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 7, "location": "San Francisco", - "business": "公司简介：Making AI run fast on any hardware.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供自动生成GPU内核的ML编译框架和推理部署。", + "buyer": "ML模型开发及推理工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移模型计算供给，不把所有自动代码生成等同通用编码助手。性能十倍未独立复现，三十万工程师成本是客户替代支出，创始人旧约五百万ARR不归Luminal。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30804" + "YC-E-30804", + "DEVTAG1-CAT-YC30804", + "DEVTAG1-LUMINAL-OLD-ARR" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：提供自动生成GPU内核的ML编译框架和推理部署。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "Cloud Computing", "AI" - ] + ], + "businessModel": "模型计算优化设施；编译、部署计算、许可与支持费用待拆" }, { "id": "YC30812", @@ -10269,60 +10352,66 @@ "id": "YC30863", "name": "The Context Company", "url": "https://www.ycombinator.com/companies/the-context-company", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Find what's losing you customers and money in your AI agent and fix it", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从代理生产对话及追踪识别问题并支持工程团队验证修复。", + "buyer": "AI代理工程、产品及客户成功团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移代理观测设施，修复仍由工程团队正常审核测试发布。官网45.6% modeled cost下降及25.1%客户运行增幅不是自身收入或已核利润，例子中的报价/退款不作财务。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30863" + "YC-E-30863", + "DEVTAG1-CAT-YC30863", + "DEVTAG1-CONTEXT-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：从代理生产对话及追踪识别问题并支持工程团队验证修复。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "Analytics", "Monitoring", "AI" - ] + ], + "businessModel": "Agent分析与改进设施；追踪、分析、存储、企业接入及支持费待拆" }, { "id": "YC30864", "name": "dari.dev", "url": "https://www.ycombinator.com/companies/daridev", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The Routing Layer for AI Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "训练路由决策模型以降低AI代理调用成本。", + "buyer": "模型API及代理开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "按现模型路由移C02，旧浏览器Agent与有状态部署API另记。官网无可读正文，旧初期无markup不能当当前永久零收费，客户token账单下降不是公司收入。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30864" + "YC-E-30864", + "DEVTAG1-CAT-YC30864", + "DEVTAG1-DARI-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：训练路由决策模型以降低AI代理调用成本。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B" - ] + ], + "businessModel": "模型路由供给；上游推理、自带密钥、托管及支持费待拆" }, { "id": "YC30865", @@ -11032,27 +11121,30 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI Agents for Platform Engineering", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以自然语言构建可编辑工作流以处理平台工程、CI及事故响应。", + "buyer": "平台工程、DevOps及安全团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发运维，AI生成与配置后确定性执行分开。生产修改可要求审批，不能推所有流程无人审核；三十/四十连接分别为旧/现自述，免费千元额度非收入或实付。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30903" + "YC-E-30903", + "DEVTAG1-CAT-YC30903", + "DEVTAG1-KESTREL-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以自然语言构建可编辑工作流以处理平台工程、CI及事故响应。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "AIOps", "Developer Tools", "DevOps", "Infrastructure" - ] + ], + "businessModel": "工程自动化软件；工作流、运行用量、连接及支持费待拆" }, { "id": "YC30906", @@ -12199,32 +12291,34 @@ "id": "YC30969", "name": "Lemma", "url": "https://www.ycombinator.com/companies/uselemma", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Production Monitoring for AI agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "持续监控AI代理生产工具调用、上下文丢失及循环等故障。", + "buyer": "代理应用开发及运维团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent设施，旧持续学习和现故障监控分期。40%退化背景与前雇主两倍效果非当前独立测试，前公司采用和自身收入分开。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30969" + "YC-E-30969", + "DEVTAG1-CAT-YC30969" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：持续监控AI代理生产工具调用、上下文丢失及循环等故障。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "Analytics", "Infrastructure", "Monitoring", "AI" - ] + ], + "businessModel": "Agent观测与评测设施；追踪、评测、模型用量及优化费用待拆" }, { "id": "YC30970", @@ -12664,27 +12758,30 @@ "year": 2025, "team": 3, "location": "Greece", - "business": "公司简介：Lovable for mobile apps", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以对话生成移动应用、后台及商店发布所需材料。", + "buyer": "移动应用开发者及无代码创业用户", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发工具而非所生成的消费应用。官网Expo/多模型及一万builder自述不等独立质量或付费数，开发者所获订阅/广告收入不归Fastshot，商店审批及生产可靠性未核。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31001" + "YC-E-31001", + "DEVTAG1-CAT-YC31001", + "DEVTAG1-FASTSHOT-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以对话生成移动应用、后台及商店发布所需材料。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "No-code", "AI", "AI Assistant" - ] + ], + "businessModel": "移动开发平台；生成用量、构建/托管、后台及支持费用待拆" }, { "id": "YC31002", @@ -12871,28 +12968,30 @@ "year": 2025, "team": 2, "location": null, - "business": "公司简介：Localhost service isolation and orchestration for git worktrees", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为同项目多个git worktree提供隔离本地服务与运行环境。", + "buyer": "并行开发及编码代理使用团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "保留开发环境，旧JSX Tool浏览器React IDE与现Coasts分期。隔离避免端口/数据冲突是自述，本轮未安装、启动容器或测试；不把本地工具当通用托管Agent服务。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31022" + "YC-E-31022", + "DEVTAG1-CAT-YC31022" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为同项目多个git worktree提供隔离本地服务与运行环境。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "Productivity", "Design", "Web Development" - ] + ], + "businessModel": "本地开发运行工具；环境、数据库、资源及支持费用待核" }, { "id": "YC31023", @@ -14168,32 +14267,34 @@ "id": "YC31147", "name": "Salus", "url": "https://www.ycombinator.com/companies/salus", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Guardrails to validate your agent's actions before they execute", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在代理行动前按证据缓存、政策和保护规则验证及阻止调用。", + "buyer": "Agent应用及安全团队", + "delivery": "已读YC当前主营及相关发布；选定官网/公开材料另列，实际付费、财务与能力待核。", + "notes": "移Agent运行设施。58%被阻止动作恢复成功为自测且条件样本，不等全任务成功率；运行时检查不保证不会违规，退款损失示例不是公司营收。 原始成立和团队字段保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31147" + "YC-E-31147", + "DEVTAG1-CAT-YC31147" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在代理行动前按证据缓存、政策和保护规则验证及阻止调用。 按当前交付区分开发工具、模型设施、Agent设施、企业工作与行业经营。", "directoryTags": [ "Developer Tools", "B2B", "API", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent运行护栏设施；调用校验、策略、存储及支持费待拆" }, { "id": "YC31149", @@ -34513,6 +34614,51 @@ "reason": "GMV不等平台收入或ARR；未核佣金、退款和确认政策，不由交易额反推收费，不与公司经常性收入混比", "bound": ">", "comparisonGroup": null + }, + { + "id": "DEVTAG1-O-LUMINAL-OLD-ARR", + "company": "YC30804", + "name": "Luminal", + "kind": "创始人前公司ARR", + "value": 5000000, + "bound": "≈", + "unit": "原文$，币种待核", + "timing": "2025-07-20发布追述，旧财务截至日未给", + "scope": "创始人此前startup，非Luminal收入", + "selection": "excluded", + "reason": "旧公司ARR不归当前推理编译平台，未给原币种和精确经营期", + "evidence": "DEVTAG1-LUMINAL-OLD-ARR", + "comparisonGroup": null + }, + { + "id": "DEVTAG1-O-KERNEL-OLD-EXIT", + "company": "YC30762", + "name": "KERNEL", + "kind": "创始人旧公司退出价", + "value": 500000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2021退出，2025-07-31发布回顾", + "scope": "Clever退出交易，非Kernel收入", + "selection": "excluded", + "reason": "退出价不是新公司自身营收或ARR，也非当前公司融资", + "evidence": "DEVTAG1-KERNEL-OLD-EXIT", + "comparisonGroup": null + }, + { + "id": "DEVTAG1-O-STAR-JOBS", + "company": "YC30545", + "name": "StarSling", + "kind": "已运行CI jobs采用工作量", + "value": 2000000, + "bound": ">=", + "unit": "jobs", + "timing": "2026-10-31读取，统计截至日未给", + "scope": "平台jobs量，非独立付费客户或收入数", + "selection": "adoption", + "reason": "不能用jobs数乘基础分钟价反推营收，时长、免费/付费和资源组合未知", + "evidence": "DEVTAG1-STAR-HOME", + "comparisonGroup": null } ], "evidence": [ @@ -54953,6 +55099,567 @@ "kind": "YC官方页面中的公司自述复核", "summary": "发布称从批次开始带来原文$2.7M以上GMV。", "limitation": "GMV为客户市场交易量，佣金、退款、确认收入和币种未核，不当Palisade收入或ARR，不反推抽成。" + }, + { + "id": "DEVTAG1-CAT-YC30402", + "companyId": "YC30402", + "title": "Kashikoi现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/kashikoi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "模拟真实交互场景以评估AI代理及其行为。 移Agent测试设施；world model是此处模拟引擎描述，不证明已发布自有基础模型。旧Moveworks每天250代理及iPhone覆盖不是Kashikoi采用；官网示例分数不是独立评测。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30431", + "companyId": "YC30431", + "title": "Feyn现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/feyn", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为企业审查现有工作流、训练专用模型并持续用新案例改进。 按当前模型供给移C02，旧Chonkie数据切分/接入产品另记。模型归客户、自我改进及成本优势为自述未核；官网无法读取，当前合同、主体及旧业务延续待核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30432", + "companyId": "YC30432", + "title": "HelixDB现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/helixdb", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为RAG及代理整合图关系、向量及文本检索数据。 按上下文数据基础设施移C03，不把数据库当自有模型或代码生成。公开代码、许可与托管方案分开；性能领先1—3数量级未独立复现，星标不是收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30449", + "companyId": "YC30449", + "title": "Attune现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/attune", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供AI辅助工程的构建、代码评审、代理护栏及历史分析工具。 保留开发类；YC快速构建与现官网多项目定位并列，不能把旧hurry宣传当全部当前产品。仅因加速编译不认定AI实现，官网AI定位及项目另列，未核当前付费或性能。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30468", + "companyId": "YC30468", + "title": "Clidey现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/clidey", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将业务数据、实体关系、决策规则和工作流程连接成运营平台。 按现WhoDB移企业通用工作，Clidey旗下开源工具和旧Docucod文档生成分期。ERP截图明确合成演示；客户定价计算/节时不是Clidey收入，真实AI作用和收费仍待核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30497", + "companyId": "YC30497", + "title": "Human Behavior现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/human-behavior", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "分析产品会话、发现故障并由代理准备代码修复及后续工作。 据现官网产品工程闭环保留C04；旧留存分析与现PR/原型/客户联络双线分开。官网示例PR、发票和at-risk金额不作实际案例或自身收入，触达需用户审批为自述未实测。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30539", + "companyId": "YC30539", + "title": "mlop现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/mlop", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "跟踪机器学习实验、模型指标及训练版本并协作分析。 按训练支持移C02。官网计算private beta、推理coming soon，不能当完整推理服务已商用；兼容W&B为自述，免费入口和开源不等无收费或零收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30545", + "companyId": "YC30545", + "title": "StarSling现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/starsling", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供GitHub Actions运行资源和提出CI优化PR的代理。 保留开发验证，非直接替代所有GitHub平台。PR由用户审阅合并，部分代理需付费并申请；公开客户PR存在不证明宣传倍数或合同收入，二百万jobs不是二百万付费客户。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30610", + "companyId": "YC30610", + "title": "TraceRoot.AI现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/traceroot-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "分析代理生产故障模式并向编码代理提供上下文及验证修复。 按现代理改进平台移C03；旧通用生产调试产品分期。创始人此前修300故障不是当前客户或产品能力测试，open source自述未在本轮读取仓库。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30638", + "companyId": "YC30638", + "title": "Lotas现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/lotas", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "目录当前称从事量化交易，具体产品及经营方式待核。 按现quantitative trading暂移金融行业，旧Rao/RStudio编码助手与当前分开。官网只有联系入口，不能假定自己管理资产、盈利或仍出售IDE；RStudio五百万用户不是Lotas用户。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30651", + "companyId": "YC30651", + "title": "Alter现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/alter", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在AI代理工具调用时验证身份、权限及运行策略。 移Agent设施。临时令牌、参数级授权及审计为自述未实测，SOC2/HIPAA/GDPR声明不等已核认证；A2A旧发布标coming soon不当全部现已交付。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30660", + "companyId": "YC30660", + "title": "Magnitude现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/magnitude", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在本地硬件调优推理内核并向现有代理提供开放模型运行接口。 移推理设施。Mac/NVIDIA上预填和解码分别自述，平均超过两倍不外推所有芯片/模型；开源免费及本地不上传需实测，未读源码/许可证或运行调优。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30691", + "companyId": "YC30691", + "title": "Embedder现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/embedder", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "结合数据手册、代码及客户真实板卡生成、调试和验证固件。 保留开发工具，不因接触硬件就归出售实体设备。自动编译/刷写/仪器测试为厂商描述，未执行；万人开发者不是付费数，平台支持和认证主张未独立核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30699", + "companyId": "YC30699", + "title": "VibeFlow现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/vibeflow", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "按品牌语气制作社媒文图并在用户批准后发布。 按现社媒运营移C06，旧prompt-to-app工作流工具另记。官网明确用户批准再发布，不能按hands-off推无人审核；线索和客户收入不是VibeFlow营收。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30722", + "companyId": "YC30722", + "title": "Omnara现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/omnara", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以开放控制平面/API部署和管理有状态代理及其运行资源。 移Agent运行时，旧Claude Code遥控/会话订阅与现管理API分期。官网平台费0而模型/机器按量仍收费，旧9/20月费不当当前统一价；推广赠额不是收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30762", + "companyId": "YC30762", + "title": "KERNEL现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/kernel", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供供代理访问互联网的托管浏览器、会话和运行资源。 移Agent浏览器设施。旧300ms与现sub150ms为不同自述未测，使用团队不等付费数；挑战处理等功能未执行，SOC2/HIPAA须具体范围，创始人Clever旧退出价不是Kernel收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30768", + "companyId": "YC30768", + "title": "Okibi现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/okibi", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "从产品API及代码生成可维护CLI、验证命令并交付程序。 按现代码/CLI交付保留C04，旧自然语言生成Agent平台分期。DoorDash等自行发布CLI不等Okibi客户；当前验证流程仅自述未运行，旧15YC合作不等已付费或当前客户。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30804", + "companyId": "YC30804", + "title": "Luminal现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/luminal", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供自动生成GPU内核的ML编译框架和推理部署。 移模型计算供给，不把所有自动代码生成等同通用编码助手。性能十倍未独立复现，三十万工程师成本是客户替代支出，创始人旧约五百万ARR不归Luminal。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30863", + "companyId": "YC30863", + "title": "The Context Company现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/the-context-company", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "从代理生产对话及追踪识别问题并支持工程团队验证修复。 移代理观测设施，修复仍由工程团队正常审核测试发布。官网45.6% modeled cost下降及25.1%客户运行增幅不是自身收入或已核利润，例子中的报价/退款不作财务。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30864", + "companyId": "YC30864", + "title": "dari.dev现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/daridev", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "训练路由决策模型以降低AI代理调用成本。 按现模型路由移C02，旧浏览器Agent与有状态部署API另记。官网无可读正文，旧初期无markup不能当当前永久零收费，客户token账单下降不是公司收入。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30903", + "companyId": "YC30903", + "title": "Kestrel AI现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/kestrel-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以自然语言构建可编辑工作流以处理平台工程、CI及事故响应。 保留开发运维，AI生成与配置后确定性执行分开。生产修改可要求审批，不能推所有流程无人审核；三十/四十连接分别为旧/现自述，免费千元额度非收入或实付。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC30969", + "companyId": "YC30969", + "title": "Lemma现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/uselemma", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "持续监控AI代理生产工具调用、上下文丢失及循环等故障。 移Agent设施，旧持续学习和现故障监控分期。40%退化背景与前雇主两倍效果非当前独立测试，前公司采用和自身收入分开。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC31001", + "companyId": "YC31001", + "title": "Fastshot现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/fastshot", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以对话生成移动应用、后台及商店发布所需材料。 保留开发工具而非所生成的消费应用。官网Expo/多模型及一万builder自述不等独立质量或付费数，开发者所获订阅/广告收入不归Fastshot，商店审批及生产可靠性未核。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC31022", + "companyId": "YC31022", + "title": "Coasts现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/coasts", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为同项目多个git worktree提供隔离本地服务与运行环境。 保留开发环境，旧JSX Tool浏览器React IDE与现Coasts分期。隔离避免端口/数据冲突是自述，本轮未安装、启动容器或测试；不把本地工具当通用托管Agent服务。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-CAT-YC31147", + "companyId": "YC31147", + "title": "Salus现主营及旧业务范围", + "url": "https://www.ycombinator.com/companies/salus", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在代理行动前按证据缓存、政策和保护规则验证及阻止调用。 移Agent运行设施。58%被阻止动作恢复成功为自测且条件样本，不等全任务成功率；运行时检查不保证不会违规，退款损失示例不是公司营收。", + "limitation": "公司自述及可更新目录，不因代码/Agent标签直接分为同质SaaS；旧雇主、客户收益、采用量、报价和赠额不当自身ARR。" + }, + { + "id": "DEVTAG1-FEYN-ACCESS", + "companyId": "YC30431", + "title": "Feyn官网读取缺项", + "url": "https://www.usefeyn.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前官网工具无法取得正文，现专用模型服务据YC描述，旧Chonkie发布另列。", + "limitation": "未核改名主体链及旧数据工具是否仍收费，不从不可读推停业或零收入。" + }, + { + "id": "DEVTAG1-CLIDEY-HOME", + "companyId": "YC30468", + "title": "Clidey与WhoDB现产品关联", + "url": "https://clidey.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "Clidey官网称维护WhoDB及开源开发工具，直接链接WhoDB数据运营平台。", + "limitation": "旗下产品不重复增公司，旧Docucod发布另记；主体、合同及收入分摊未核。" + }, + { + "id": "DEVTAG1-WHODB-HOME", + "companyId": "YC30468", + "title": "WhoDB现运营平台及演示数据", + "url": "https://whodb.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网列Cloud与Managed Private，数据模型、血缘、工作流与应用，ERP截图明确synthetic demo data。", + "limitation": "演示订单及客户匿名节时/45条验证不是实际营收，AI决策准确性及合同未核，不当已运行案例。" + }, + { + "id": "DEVTAG1-LOTAS-HOME", + "companyId": "YC30638", + "title": "Lotas官网信息范围", + "url": "https://www.lotas.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现首页只有联系信息，未列量化产品、IDE或费率；当前量化交易定位据YC短简介。", + "limitation": "不能确认自营交易、资管、收费软件或当前客户，旧Rao发布不强推现仍在运营。" + }, + { + "id": "DEVTAG1-VIBE-HOME", + "companyId": "YC30699", + "title": "VibeFlow当前社媒制作与批准", + "url": "https://vibeflow.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称为品牌制作社交内容，在用户批准后发LinkedIn和X，另列GitHub星标。", + "limitation": "未读旧仓库及现收费合同，星标不证明社媒产品付费或技术能力，未连接账号/发布。" + }, + { + "id": "DEVTAG1-ATTUNE-HOME", + "companyId": "YC30449", + "title": "Attune现多项目AI工程工具", + "url": "https://www.attunehq.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网列nudge代理护栏、caliper CI配置、bastion代码评审、akari编码代理历史分析。", + "limitation": "仅读项目列表，未读取链接源码、运行或核全部项目收费。快速构建旧帖不当全部当前交付。" + }, + { + "id": "DEVTAG1-MAGNITUDE-HOME", + "companyId": "YC30660", + "title": "Magnitude本地推理及性能范围", + "url": "https://magnitude.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网分别列Mac M4/NVIDIA推理预填与解码、自调优和API，本机运行免费/开源为其自述。", + "limitation": "平均11型号4bit/64k等范围不能外推所有模型/芯片；本轮未读许可证、源码或运行，双倍性能不作独立测试。" + }, + { + "id": "DEVTAG1-STAR-HOME", + "companyId": "YC30545", + "title": "StarSling当前CI资源和优化范围", + "url": "https://starsling.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网提供按分钟CPU/GPU及Review Runners，AI优化提PR由人合并；称已运行二百万以上jobs。", + "limitation": "jobs非用户/付费数或收入，运行资源与上游模型费用分开。优化PR功能对新客户有付费/未默认启用限制，未核独立性能和合同。" + }, + { + "id": "DEVTAG1-STAR-PR", + "companyId": "YC30545", + "title": "StarSling公开客户优化PR记录", + "url": "https://github.com/mastra-ai/mastra/pull/15888", + "publishedAt": "2026-04-29", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开Mastra PR显示starslingdev bot提议三路E2E分片，2026-04-29由维护者合并214e829，正文列测试方法及节时测算。", + "limitation": "只读会话及合并记录；files/commit页面工具cache miss，未核差异全文、运行日志或复现计时。公开合并不证明全部性能宣传、当前软件自主程度或收费。" + }, + { + "id": "DEVTAG1-KERNEL-PRICE", + "companyId": "YC30762", + "title": "Kernel月费与GB秒用量分开", + "url": "https://www.kernel.sh/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开0/30/200月套餐均另加用量，列0.0000166667每GB秒及赠额、并发和企业支持，团队数自述与YC旧快照不同。", + "limitation": "套餐、赠额、并发及采用不等实收；headless/headful可能不同单价，未取得具体账单/合同，不按11千团队乘月费估MRR。" + }, + { + "id": "DEVTAG1-OMNARA-HOME", + "companyId": "YC30722", + "title": "Omnara现平台免费与资源收费", + "url": "https://www.omnara.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称开放代理控制平面自托管/平台费0，可自带模型和机器或按token/活动时长付资源费；SOC2 TypeII观察期in progress。", + "limitation": "旧9/20月费分期不当现价，平台免费不等所有资源免费或公司零收入；未读仓库、审计或执行部署，客户标识不证明付费。" + }, + { + "id": "DEVTAG1-FASTSHOT-HOME", + "companyId": "YC31001", + "title": "Fastshot移动应用与客户变现", + "url": "https://fastshot.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网自述Expo原生移动App、多模型及Supabase集成，客户可接订阅/广告变现。", + "limitation": "一万builder不等付费数，应用开发者所得不归平台收入。未试生成、构建、提交商店或核价，原生能力和上架时间非独立验证。" + }, + { + "id": "DEVTAG1-EMBEDDER-HOME", + "companyId": "YC30691", + "title": "Embedder客户板卡与测试台开发", + "url": "https://embedder.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述读取手册、代码、原理图和真实仪器完成编译/刷写/调试，提供共享实验桥、企业权限及私有部署。", + "limitation": "未连接板卡、编译刷机或测试。硬件支持数与万人开发者不是付费数，认证及安全声明未取得报告，不认定提供自有硬件量产。" + }, + { + "id": "DEVTAG1-CONTEXT-HOME", + "companyId": "YC30863", + "title": "TCC生产分析和修复分工", + "url": "https://www.thecontextcompany.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网说明通过MCP让编码代理调查，用户依正常流程审核/测试/发布；客户案例标45.6%较低modeled cost。", + "limitation": "模型成本估算不是已实现毛利，25.1%更多客户运行非公司收入；自述PII、审计及行业合规未核报告。" + }, + { + "id": "DEVTAG1-MLOP-HOME", + "companyId": "YC30539", + "title": "mlop实验跟踪与计划功能", + "url": "https://mlop.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网提供实验指标及版本跟踪，计算标private beta、推理coming soon，兼容W&B接口为自述。", + "limitation": "免费试用和开源不等零收入，未安装或验证接口兼容，计算和推理计划不当正式供给。" + }, + { + "id": "DEVTAG1-DARI-HOME", + "companyId": "YC30864", + "title": "dari当前官网正文缺项", + "url": "https://dari.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具页面无可读正文，现路由定位据YC简介，旧有状态部署和浏览器Agent发布分期。", + "limitation": "没有由标题推已运行路由、性能或当前价，旧无markup只适用原发布阶段；未取得合同。" + }, + { + "id": "DEVTAG1-KASH-HOME", + "companyId": "YC30402", + "title": "Kashikoi当前仿真评测入口", + "url": "https://www.getkashikoi.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称一条提示评测代理，需可定制连接器，列模拟、行为评估和多种示例分数。", + "limitation": "示例分数、每次运行成本及三千多runs不当独立实际测量或自身收入，未运行评测，不把模拟器当已公开基础模型。" + }, + { + "id": "DEVTAG1-HUMAN-HOME", + "companyId": "YC30497", + "title": "Human Behavior现产品工程与用户运营双线", + "url": "https://www.humanbehavior.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现官网从会话回放识别故障、准备PR/原型，另有漏斗与客户联络；邮件草稿等待批准。", + "limitation": "界面示例发票、at-risk金额和PR状态不当已核案例、真实财务或实际客户联络，未执行SDK或操作账号。" + }, + { + "id": "DEVTAG1-KESTREL-HOME", + "companyId": "YC30903", + "title": "Kestrel生成与执行分工", + "url": "https://usekestrel.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述AI生成可编辑工程工作流，配置后按代码执行，生产变更有审批及PR合并步骤，当前称40以上集成。", + "limitation": "确定性执行不等工作流逻辑正确，未运行云自动化/部署；旧30连接与现40自述分期，千元试用额非收入。" + }, + { + "id": "DEVTAG1-HELIX-ACCESS", + "companyId": "YC30432", + "title": "HelixDB官网读取缺项", + "url": "https://helix-db.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网网页工具不可读，现图/向量/文本数据库定位另据公开仓库及YC。", + "limitation": "不根据不可读推停业或未交付，云服务实际合同及收入留缺。" + }, + { + "id": "DEVTAG1-HELIX-REPO", + "companyId": "YC30432", + "title": "HelixDB公开仓库及托管范围", + "url": "https://github.com/helixdb/helix-db", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "README与目录可读，Rust图/向量/BM25数据库含SDK、查询和对象存储说明，区分本地开源与Helix Cloud托管。", + "limitation": "未固定commit、安装、执行查询或复现事务/性能，公开源码不证明稳定性、付费或毛利。" + }, + { + "id": "DEVTAG1-HELIX-LICENSE", + "companyId": "YC30432", + "title": "HelixDB代码许可", + "url": "https://github.com/HelixDB/helix-db/blob/main/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "代码仓库LICENSE内容为Apache License 2.0。", + "limitation": "代码开放不代表托管云及支持无费，未核完整商业合同或所有依赖许可，不作独立能力和公司收入证明。" + }, + { + "id": "DEVTAG1-LUMINAL-OLD-ARR", + "companyId": "YC30804", + "title": "Luminal创始人旧ARR及替代成本", + "url": "https://www.ycombinator.com/launches/O0g-luminal-pytorch-for-production", + "publishedAt": "2025-07-20", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2025-07-20发布追述创始人在另一startup增长到约原文$5M ARR，并称替代年薪$300k以上GPU工程流程。", + "limitation": "前公司ARR、客户工程成本及潜在省钱不是Luminal自身营收，不转为当前ARR。" + }, + { + "id": "DEVTAG1-KERNEL-OLD-EXIT", + "companyId": "YC30762", + "title": "Kernel创始人旧公司退出价", + "url": "https://www.ycombinator.com/launches/O5f-kernel-crazy-fast-browser-infrastructure", + "publishedAt": "2025-07-31", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2025-07-31发布追述Clever于2021以原文$500m退出；浏览器按资源用量供给。", + "limitation": "退出交易估值不是Kernel自身收入、融资或当前ARR，不作新公司财务样本。" + }, + { + "id": "DEVTAG1-OMNARA-OLD-PRICE", + "companyId": "YC30722", + "title": "Omnara旧遥控会话价格", + "url": "https://www.ycombinator.com/launches/PFp-omnara-run-claude-code-from-anywhere", + "publishedAt": "2026-01-23", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-01-23发布为10会话免费、20月费，2025旧发布为9月费；现官网平台费0加资源用量另列。", + "limitation": "不同期产品定位及价格不能叠加作MRR，无实际付费数、合同及回款，不把旧订阅价当现统一价。" + }, + { + "id": "DEVTAG1-OKIBI-LAUNCH", + "companyId": "YC30768", + "title": "Okibi现CLI与市场其他公司归属", + "url": "https://www.ycombinator.com/launches/Tn9-okibi-agent-ready-clis", + "publishedAt": "2026-09-10", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-09-10发布称读取API/代码生成、验证及维护CLI；DoorDash等列为自行发布CLI的市场例子。", + "limitation": "这些品牌不是已核Okibi客户，旧15YC合作亦非已付费；未运行生成/验证或核签约收费。" } ], "reviews": [ @@ -58066,6 +58773,118 @@ "SALES-LAUNCH-NATIVE" ], "handling": "不能把2026 YC或Norn发布日期当新公司成立。2M ARR仅待交叉核对的自述，财务截至日、新旧业务与主体边界未核；官网7人与旧YC6人分开，未擅改历史团队，不推虚报。" + }, + { + "id": "DEVTAG1-R-CLASS", + "type": "软件开发原标签池第一批25项复核", + "company": "软件开发原标签池第一批", + "scope": "companies", + "companyIds": [ + "YC30402", + "YC30431", + "YC30449", + "YC30468", + "YC30497", + "YC30539", + "YC30610", + "YC30638", + "YC30651", + "YC30660", + "YC30691", + "YC30699", + "YC30722", + "YC30762", + "YC30768", + "YC30804", + "YC30863", + "YC30864", + "YC30903", + "YC30969", + "YC31001", + "YC31022", + "YC31147" + ], + "summary": "25项当前主营及相关发布已读，8保留开发、17按当前交付迁移；原51标签池还余26项未复核。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30402", + "DEVTAG1-CAT-YC30431", + "DEVTAG1-CAT-YC30449", + "DEVTAG1-CAT-YC30468", + "DEVTAG1-CAT-YC30497", + "DEVTAG1-CAT-YC30539", + "DEVTAG1-CAT-YC30610", + "DEVTAG1-CAT-YC30638", + "DEVTAG1-CAT-YC30651", + "DEVTAG1-CAT-YC30660", + "DEVTAG1-CAT-YC30691", + "DEVTAG1-CAT-YC30699", + "DEVTAG1-CAT-YC30722", + "DEVTAG1-CAT-YC30762", + "DEVTAG1-CAT-YC30768", + "DEVTAG1-CAT-YC30804", + "DEVTAG1-CAT-YC30863", + "DEVTAG1-CAT-YC30864", + "DEVTAG1-CAT-YC30903", + "DEVTAG1-CAT-YC30969", + "DEVTAG1-CAT-YC31001", + "DEVTAG1-CAT-YC31022", + "DEVTAG1-CAT-YC31147", + "DEVTAG1-FEYN-ACCESS", + "DEVTAG1-CLIDEY-HOME", + "DEVTAG1-WHODB-HOME", + "DEVTAG1-LOTAS-HOME", + "DEVTAG1-VIBE-HOME", + "DEVTAG1-ATTUNE-HOME", + "DEVTAG1-MAGNITUDE-HOME", + "DEVTAG1-KERNEL-PRICE", + "DEVTAG1-OMNARA-HOME", + "DEVTAG1-FASTSHOT-HOME", + "DEVTAG1-EMBEDDER-HOME", + "DEVTAG1-CONTEXT-HOME", + "DEVTAG1-MLOP-HOME", + "DEVTAG1-DARI-HOME", + "DEVTAG1-KASH-HOME", + "DEVTAG1-HUMAN-HOME", + "DEVTAG1-KESTREL-HOME", + "DEVTAG1-LUMINAL-OLD-ARR", + "DEVTAG1-KERNEL-OLD-EXIT", + "DEVTAG1-OMNARA-OLD-PRICE", + "DEVTAG1-OKIBI-LAUNCH" + ], + "handling": "新旧产品、模型算力/Agent设施、通用数据工作、量化交易和社媒运营分别记录。Feyn/Helix官网缺项、Lotas联系页及dari空正文不当已读完整产品；客户收益、演示、赠额和旧业绩排除收入。" + }, + { + "id": "DEVTAG1-R-HELIX", + "type": "Agent上下文数据库公开材料复核", + "company": "HelixDB", + "scope": "companies", + "companyIds": [ + "YC30432" + ], + "summary": "README、目录及代码Apache许可可读，开源数据库和托管云服务分开；列public-artifact。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30432", + "DEVTAG1-HELIX-ACCESS", + "DEVTAG1-HELIX-REPO", + "DEVTAG1-HELIX-LICENSE" + ], + "handling": "未固定commit、编译、运行或复现1—3数量级性能。公开代码及星标不是收入，实际托管价格/合同待核。" + }, + { + "id": "DEVTAG1-R-STAR", + "type": "CI按量交付、采用与公开优化记录", + "company": "StarSling", + "scope": "companies", + "companyIds": [ + "YC30545" + ], + "summary": "按CPU/GPU资源分钟交付，优化PR由客户审核合并，已读一个公开合并记录；二百万jobs只记采用。", + "evidenceIds": [ + "DEVTAG1-CAT-YC30545", + "DEVTAG1-STAR-HOME", + "DEVTAG1-STAR-PR" + ], + "handling": "未读完整差异或运行日志、未独立复现6倍/13倍性能；按分钟费率和jobs量不能推ARR，模型费用、付费/免费和可用代理范围另列。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 7937053..507d94b 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-1", + "version": "2026-10-31-dev-tags-1", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "原新增目录中31条深化为个案并保留来源；当前基础项393条主营分类人工复核。本轮23项C06规则初分已读，22项保留、Bluma转创意制作，8项官网资料与Native政府接口缺项分开。软件/人工托管/制作代理及广告预算拆分；Native官网旧经营与YC2026成立冲突，当前year=null，原发现审计保留；2M ARR仅交叉核对。继续核C05/C07及其他非人工资料、主体、技术和财务，不把主营复核当完整来源覆盖。", + "nextCheck": "原新增目录33条深化并保留发现来源，本快照基础项416条主营人工复核。原C04开发标签池51项中的前25项已重读主营及相关发布：8保留、17迁移（Agent设施9、模型设施5、通用企业1、客户运营1、行业1），余26项。现产品与旧Feyn/Chonkie、VibeFlow、Attune、WhoDB/Docucod、Lotas/Rao、Omnara和Coasts/JSX分期；Helix公开材料不等性能测试，StarSling公开合并记录不等全部性能/收费证明。计算分钟、模型用量和月费拆分，jobs、旧ARR、退出价、赠额及演示不是自身ARR。本分支独立于PR #33企业89项、#34行业252项、#35模型标签26项，整合须保留各分支追加记录及版本计数；全部公开来源及主体、技术和财务仍待核。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index fa5ce66..26a96de 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-sales-models-1", + "sourceVersion": "2026-10-31-dev-tags-1", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", From 1736912ecbec5ef96c375387d266a72ae5121e66 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 02:39:58 +0800 Subject: [PATCH 2/2] Complete developer tag review and distinguish agent hosting cost models --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 10 +- content/research/ai-companies.seed.json | 1292 ++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1094 insertions(+), 218 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index ad16498..bfbae27 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1909); - assert.equal(research.observations.length, 240); + assert.equal(research.evidence.length, 1962); + assert.equal(research.observations.length, 245); 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 4035e77..bfaa020 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1051); - assert.equal(initial.evidence.length, 1909); - assert.equal(initial.observations.length, 240); + assert.equal(initial.evidence.length, 1962); + assert.equal(initial.observations.length, 245); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); @@ -64,7 +64,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 118); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 121); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -101,8 +101,8 @@ test("disclosure counts exclude client income, biographies, targets and duplicat test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 61); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 10); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 63); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 11); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index da499f7..ddf9db6 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-dev-tags-1", + "version": "2026-10-31-dev-tags-2", "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": [ @@ -14509,26 +14509,28 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI SRE agent that triages, coordinates, and fixes production incidents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "监控生产系统、调查事故并经人工审阅更新工具和知识。", + "buyer": "SRE、平台及当值工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留开发运维。工具生成和知识更新有人工批准，不能按AI SRE推所有生产修改自主；自托管/托管与BYOK分开，开源及合规为自述未读仓库/报告。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31165" + "YC-E-31165", + "DEVTAG2-CAT-YC31165" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：监控生产系统、调查事故并经人工审阅更新工具和知识。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "AIOps", "Developer Tools", "AI" - ] + ], + "businessModel": "生产工程软件；调查用量、日志、集成、部署和支持费待拆" }, { "id": "YC31166", @@ -15561,31 +15563,34 @@ "id": "YC31216", "name": "Archal", "url": "https://www.ycombinator.com/companies/archal", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：API sandboxes, built for AI agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为Agent测试、集成及RL提供可重置的有状态API模拟环境。", + "buyer": "Agent开发、集成及评测团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent环境设施，模型训练用途另列不当自有基础模型。官网注明模拟非真实服务、覆盖按能力资料，付费续用尚未启用；0.10/环境分钟标价及20赠额不是实收。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "self-serve标价原文0.10/环境分钟按秒计，目前付费续用未启用；5加15赠额不作收入", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31216" + "YC-E-31216", + "DEVTAG2-CAT-YC31216", + "DEVTAG2-ARCHAL-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为Agent测试、集成及RL提供可重置的有状态API模拟环境。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "API", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent测试设施；按环境分钟计量，试用/付费可用性另核" }, { "id": "YC31217", @@ -15831,32 +15836,35 @@ "id": "YC31230", "name": "o11", "url": "https://www.ycombinator.com/companies/o11", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：OpenRouter wallet for paid goods and services", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "通过钱包与权限为代理提供可付费的API、工具和服务入口。", + "buyer": "Agent产品及企业开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "按现付费工具钱包移C03，旧Office/Workspace助手另记。zero markup是费率自述非所有收入为零，目录工具数非客户数；余额、预算和服务消费不可直接记平台ARR。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31230" + "YC-E-31230", + "DEVTAG2-CAT-YC31230", + "DEVTAG2-O11-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：通过钱包与权限为代理提供可付费的API、工具和服务入口。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Fintech", "SaaS", "B2B", "AI" - ] + ], + "businessModel": "Agent商务访问设施；充值、第三方服务费、账户接入与平台收费待拆" }, { "id": "YC31231", @@ -15975,27 +15983,30 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：AI production engineer for regulated industries", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为复杂生产软件分析告警、日志及数据并建议修复和预防。", + "buyer": "金融医疗等企业SRE及生产工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留开发运维，不因受监管客户就改为金融/医疗执业。厂商生产上下文、因果分析及安全主张未实测，客户交易/trace规模和行业1亿支持预算非Corelayer收入。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31241" + "YC-E-31241", + "DEVTAG2-CAT-YC31241", + "DEVTAG2-CORE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为复杂生产软件分析告警、日志及数据并建议修复和预防。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "B2B", "Enterprise Software", "AI" - ] + ], + "businessModel": "生产工程软件；日志、查询、私有部署、模型及支持成本待拆" }, { "id": "YC31243", @@ -17086,30 +17097,33 @@ "id": "YC31327", "name": "Korso", "url": "https://www.ycombinator.com/companies/korso", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 3, "location": "Irvine, CA", - "business": "公司简介：In Development", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "近期发布Shepherd以MCP协调多个代理间通信协作，现具体产品待核。", + "buyer": "Agent开发与协作团队，当前买家待核", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "据最新相关发布暂移C03，YC现写In Development且官网仅申请入口。旧制造运营与Shepherd双线/转型链未知，开放beta和YC免费非已付费客户；未核开源仓库。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31327" + "YC-E-31327", + "DEVTAG2-CAT-YC31327", + "DEVTAG2-KORSO-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：近期发布Shepherd以MCP协调多个代理间通信协作，现具体产品待核。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "SaaS", "AI" - ] + ], + "businessModel": "Agent协作工具暂分类；开源/托管、消息及支持费用待核" }, { "id": "YC31330", @@ -18533,32 +18547,35 @@ "id": "YC31432", "name": "Keyframe Labs", "url": "https://www.ycombinator.com/companies/keyframe-labs", - "cat": "C04", + "cat": "C01", "year": 2025, "team": 2, "location": "Los Angeles, CA", - "business": "公司简介：Bring AI to life with the world's best interactive avatars", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "研发实时交互人像模型并提供头像视频调用接口。", + "buyer": "交互应用开发及企业团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "按自有领域模型移C01，persona系列与嵌入接口分开。180ms、真实性及并发为自述未独立核，第三方LLM/语音仍可另用；0.06/min起价不等全栈成本或ARR。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "人像视频推理原文0.06/分钟起；不同模型/并发和第三方LLM/语音成本及实际合同待核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31432" + "YC-E-31432", + "DEVTAG2-CAT-YC31432", + "DEVTAG2-KEYFRAME-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：研发实时交互人像模型并提供头像视频调用接口。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "SaaS", "B2B", "API", "AI" - ] + ], + "businessModel": "人像领域模型及推理；会话分钟、并发、部署与支持费待拆" }, { "id": "YC31433", @@ -18846,31 +18863,34 @@ "id": "YC31454", "name": "decuff", "url": "https://www.ycombinator.com/companies/decuff", - "cat": "C04", + "cat": "C02", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Uncensored AI models, served at scale with zero data retention.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以API托管经修改的开放模型供推理调用。", + "buyer": "模型API和Agent开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "按现推理供给移C02，旧Datost数据分析产品分期。zero data retention、模型去限制及服务性能为自述，官网工具不可读，未调用API或检查模型/条款，旧能力不外推当前。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31454" + "YC-E-31454", + "DEVTAG2-CAT-YC31454", + "DEVTAG2-DECUFF-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以API托管经修改的开放模型供推理调用。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Consumer", "Infrastructure", "AI Assistant" - ] + ], + "businessModel": "模型推理托管；token、算力、带宽、隐私和支持费用待核" }, { "id": "YC31455", @@ -20609,32 +20629,35 @@ "id": "YC31591", "name": "RightNow", "url": "https://www.ycombinator.com/companies/rightnow", - "cat": "C04", + "cat": "C02", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Co-designing the fastest intelligence", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "优化GPU内核并经RunInfra托管开放模型推理。", + "buyer": "模型推理及Agent开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "按模型计算供给移C02，RightNow实验室与RunInfra平台不重复计公司。缓存有效价是过去流量加权自述且best effort，不能等同每次请求低价；速度/缓存率非收入或独立性能。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31591" + "YC-E-31591", + "DEVTAG2-CAT-YC31591", + "DEVTAG2-RUNINFRA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：优化GPU内核并经RunInfra托管开放模型推理。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Generative AI", "Machine Learning", "Infrastructure", "AI" - ] + ], + "businessModel": "推理平台；token、缓存折扣、套餐限额、GPU及支持费用待拆" }, { "id": "YC31592", @@ -20644,27 +20667,29 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The Git forge for the next hundred billion commits", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为人和编码代理提供Git托管、评审、CI及协作平台。", + "buyer": "软件开发及编码代理团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留开发平台；百名用户和约十余YC试用是采用自述，不等付费客户或收入。百亿commit是未来规模定位，beta不等全部产品成熟，可靠性和安全待核。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31592" + "YC-E-31592", + "DEVTAG2-CAT-YC31592" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为人和编码代理提供Git托管、评审、CI及协作平台。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "B2B", "DevOps", "AI" - ] + ], + "businessModel": "代码托管与验证平台；仓库、CI、存储、安全及支持费用待核" }, { "id": "YC31825", @@ -20794,26 +20819,30 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Effortlessly deploy cloud software factories.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将客户本地开发配置迁至云沙盒以运行并行编码代理。", + "buyer": "软件团队及开发型创业者", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留开发交付；旧个人金融交易Agent与现软件工厂分期。150万OpenAI credits为赠额非现金收入，首客户效果未独立核；用户可审阅和设置审批，SOC2仍进行中。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "官网Team原文60/席位月或年付50月折算；含量、并发、模型订阅与工作区额度分开，非无限计算承诺", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32089" + "YC-E-32089", + "DEVTAG2-CAT-YC32089", + "DEVTAG2-HOPLITE-HOME", + "DEVTAG2-HOPLITE-CREDITS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：将客户本地开发配置迁至云沙盒以运行并行编码代理。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Cloud Computing", "AI" - ] + ], + "businessModel": "云开发平台；席位含量、沙盒、模型、接入与支持费用待拆" }, { "id": "YC32121", @@ -22237,28 +22266,32 @@ "id": "YC32230", "name": "Codag", "url": "https://www.ycombinator.com/companies/codag", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：The AI gateway for cheaper, faster, permissioned agents.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在模型读取前压缩工具输出并跟踪代理工具使用及成本。", + "buyer": "Agent应用及工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent工具路径设施，非自有基础模型。75%输出压缩和20—30%token节省是不同自述口径，90以上组织使用非付费数/ARR；完整原字节可取回和本地直连未独立核。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32230" + "YC-E-32230", + "DEVTAG2-CAT-YC32230", + "DEVTAG2-CODAG-HOME", + "DEVTAG2-CODAG-ADOPTION" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在模型读取前压缩工具输出并跟踪代理工具使用及成本。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools" - ] + ], + "businessModel": "Agent上下文/工具设施；处理用量、本地服务、治理及支持费待拆" }, { "id": "YC32233", @@ -22451,28 +22484,31 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Reliable and safe data engineering and data science agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以代理、血缘及知识库开发维护数据管线并生成SQL/Python分析。", + "buyer": "数据工程、分析及科学团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留数据工程开发，兼协作分析工作台，不以股票研究演示认定金融执业。人在知识条目核验、沙盒测试和CI门控仍在；83.28%基准为厂商比较未复现，演示收入非自身财务。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32262" + "YC-E-32262", + "DEVTAG2-CAT-YC32262", + "DEVTAG2-ALKERA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以代理、血缘及知识库开发维护数据管线并生成SQL/Python分析。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Data Science", "Data Engineering", "Enterprise Software", "AI" - ] + ], + "businessModel": "数据开发平台；工作区、计算/GPU、仓库连接及企业部署费待拆" }, { "id": "YC32286", @@ -23743,30 +23779,32 @@ "id": "YC33014", "name": "Inkbox", "url": "https://www.ycombinator.com/companies/inkbox", - "cat": "C04", + "cat": "C03", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：The identity and communication layer for AI agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为代理提供持久身份、邮件电话和代理间通信接口。", + "buyer": "Agent应用开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent设施，旧网页自动化与现通信层分期。收2FA和联系能力不等已授权访问他人账户；未申请号码、发送消息或核实际服务许可、隐私及收入。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33014" + "YC-E-33014", + "DEVTAG2-CAT-YC33014" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为代理提供持久身份、邮件电话和代理间通信接口。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent身份通信设施；邮箱、号码、通道、用量及支持费待拆" }, { "id": "YC33016", @@ -25258,31 +25296,33 @@ "id": "YC33936", "name": "Conifer", "url": "https://www.ycombinator.com/companies/conifer", - "cat": "C04", + "cat": "C02", "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：Least cost routing system to reduce 70%+ token spend", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在客户harness内选择模型、提供方和缓存以降低推理支出。", + "buyer": "有模型用量的企业及开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "按现路由供给移C02，旧消费者Juniper界面另记。最多80%付费token减少不等总成本/毛利降低80%；本地免API费仍有硬件电费，性能和隐私未独立核。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33936" + "YC-E-33936", + "DEVTAG2-CAT-YC33936" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在客户harness内选择模型、提供方和缓存以降低推理支出。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "B2B", "Security", "AI" - ] + ], + "businessModel": "推理路由设施兼个人Juniper入口；本地算力、API、软件与支持费用待拆" }, { "id": "YC33969", @@ -25350,59 +25390,80 @@ "id": "YC34431", "name": "Hue", "url": "https://www.ycombinator.com/companies/hue", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Test agents in realistic worlds built from production usage", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "把代理真实使用时的工具、数据及状态转为可重复测试环境。", + "buyer": "生产Agent开发及验证团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent测试，非一般App用户界面QA。保留工具/状态不证明所有生产世界可完整重现，官网不可读，未独立测试或取得合同；10月29日发布不作法人成立日。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-34431" + "YC-E-34431", + "DEVTAG2-CAT-YC34431", + "DEVTAG2-HUE-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：把代理真实使用时的工具、数据及状态转为可重复测试环境。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent仿真测试设施；数据/状态捕获、场景、运行及支持费待核" }, { "id": "YC34464", "name": "herdr", "url": "https://www.ycombinator.com/companies/herdr", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 1, "location": "Ankara, Turkey", - "business": "公司简介：building the open agent runtime", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以后台终端运行服务协调代理进程、状态和跨机器通信。", + "buyer": "并行Agent及开发团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移运行设施，桌面App、core和旧TUI为不同程序。关窗口不终止不等重启机器仍保任务；官网明确core停/重启不续跑。25k星与34万下载是原目录自述，不等当前core仓库计数或付费。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-34464" + "YC-E-34464", + "DEVTAG2-CAT-YC34464", + "DEVTAG2-HERDR-HOME", + "DEVTAG2-HERDR-CORE", + "DEVTAG2-HERDR-LICENSE" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以后台终端运行服务协调代理进程、状态和跨机器通信。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "AI", "AI Assistant" - ] + ], + "businessModel": "Agent终端运行设施；开源本机/远程、客户端与支持费用待核", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构和当前官网/公开材料产品对应；法律注册、签约及收入主体未独立核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "已读后台运行服务README、目录和Apache代码许可及现App/TUI差异；未固定commit、安装、执行或测重启/状态可靠性。", + "evidenceIds": [ + "DEVTAG2-CAT-YC34464", + "DEVTAG2-HERDR-HOME", + "DEVTAG2-HERDR-CORE", + "DEVTAG2-HERDR-LICENSE" + ] + } }, { "id": "YC34530", @@ -25469,26 +25530,28 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI users that test your app on every device and browser", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以模拟用户跨设备、浏览器及账户测试应用使用流程。", + "buyer": "软件产品及QA团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留开发验证，与Hue测试AI代理行为分开。所有设备、零维护、每日生产测试为厂商主张未独立核，不认定覆盖所有平台/边界或已无人工验证成本。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-34629" + "YC-E-34629", + "DEVTAG2-CAT-YC34629" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以模拟用户跨设备、浏览器及账户测试应用使用流程。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Infrastructure", "AI" - ] + ], + "businessModel": "应用端到端测试软件；设备、账户、运行用量及支持费待拆" }, { "id": "YC34696", @@ -25641,31 +25704,35 @@ "id": "YC34893", "name": "Agent 37", "url": "https://www.ycombinator.com/companies/agent-37", - "cat": "C04", + "cat": "C03", "year": 2026, "team": null, "location": "New York City, NY", - "business": "公司简介：Cloud Sandbox for Agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "托管每客户独立代理沙盒并保留文件、模型及工具接入。", + "buyer": "向客户销售Agent的产品团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent设施。现无订阅/计划费但计算按活动时间、磁盘到删除计费；客户Boon4.94月成本不是Agent37 ARPA/营收，赠额与白牌客户售价不能推平台ARR。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "现无订阅/计划费；预付余额中CPU/内存按活动时间、磁盘到删除按时计，模型/第三方工具另计，实际账单未知", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-34893" + "YC-E-34893", + "DEVTAG2-CAT-YC34893", + "DEVTAG2-AGENT37-HOME", + "DEVTAG2-AGENT37-COST" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：托管每客户独立代理沙盒并保留文件、模型及工具接入。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "SaaS", "B2B", "AI" - ] + ], + "businessModel": "Agent云运行设施；预付充值、活动计算、持续磁盘、模型及工具成本待拆" }, { "id": "YC34895", @@ -26027,32 +26094,35 @@ "id": "YC35258", "name": "Mirrors", "url": "https://www.ycombinator.com/companies/mirrors", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Give AI agents the right context at the right moment", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "按人工设定范围向生产代理注入纠错指引并比较结果。", + "buyer": "面向客户的生产Agent工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent设施；用户写纠正、限定触发并预览旧对话影响，不是所有错误自动永久修复。官网工具不可读，未运行或独立核效果、隐私及付费。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35258" + "YC-E-35258", + "DEVTAG2-CAT-YC35258", + "DEVTAG2-MIRRORS-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：按人工设定范围向生产代理注入纠错指引并比较结果。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "AIOps", "Developer Tools", "SaaS", "B2B", "AI" - ] + ], + "businessModel": "Agent上下文修正设施；SDK、对话、规则、对比及支持费待核" }, { "id": "YC35260", @@ -26454,27 +26524,30 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Simulation environments for verifying mission-critical software", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在确定性虚拟机中模拟软件故障并复现失效条件。", + "buyer": "关键系统软件开发及可靠性团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留开发验证，非AI模型训练。所读材料强调确定性仿真和编码代理反馈，内部是否使用AI尚未确认；百万场景不证明穷尽所有生产条件，示例支付/测试不是实际收入或独立验证。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35395" + "YC-E-35395", + "DEVTAG2-CAT-YC35395", + "DEVTAG2-WORKERS-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：在确定性虚拟机中模拟软件故障并复现失效条件。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "B2B", "Infrastructure", "AI" - ] + ], + "businessModel": "软件仿真验证；捕获、故障模型、模拟计算、集成及支持费待拆" }, { "id": "YC35422", @@ -26752,31 +26825,45 @@ "id": "YC35751", "name": "Rystic", "url": "https://www.ycombinator.com/companies/rystic", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Train models and test agents in high-fidelity simulated environments", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以有状态第三方API本地副本测试代理行为和状态变更。", + "buyer": "Agent开发、集成及验证团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent测试，RL训练用途与代码QA分开。Stripe99.1%是所列1813探针的厂商一致性，不是金融安全或全API正确率；已知失败、限定能力、免费/付费不同范围保留。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35751" + "YC-E-35751", + "DEVTAG2-CAT-YC35751", + "DEVTAG2-RYSTIC-CATALOG" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核软件开发原标签池：以有状态第三方API本地副本测试代理行为和状态变更。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "B2B", "Enterprise Software", "AI" - ] + ], + "businessModel": "Agent测试环境；本地模拟时长、Pro能力、定制及支持费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "机构和当前官网/公开材料产品对应；法律注册、签约及收入主体未独立核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读公开模拟API一致性和失败范围；厂商探针报告不是独立测试，未运行二进制或触发真实API。", + "evidenceIds": [ + "DEVTAG2-CAT-YC35751", + "DEVTAG2-RYSTIC-CATALOG" + ] + } }, { "id": "YC35784", @@ -27509,32 +27596,36 @@ "id": "YC36643", "name": "Papaya", "url": "https://www.ycombinator.com/companies/papaya", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Continuously improve the quality of your AI agents.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "分析生产代理追踪与代码，按预期影响排序并提出优化PR。", + "buyer": "生产Agent工程团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent改进设施，旧分析Agent转型另记。用户批准后提PR与自动已部署分开，20%质量/30%延迟/年化节省是厂商范围主张；前其他YC公司千万ARR不归Papaya。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36643" + "YC-E-36643", + "DEVTAG2-CAT-YC36643", + "DEVTAG2-PAPAYA-HOME", + "DEVTAG2-PAPAYA-OLD-ARR" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：分析生产代理追踪与代码，按预期影响排序并提出优化PR。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "AIOps", "Developer Tools", "B2B", "Enterprise Software", "AI" - ] + ], + "businessModel": "Agent评估优化设施；追踪、分析、模型、代码接入及支持费待拆" }, { "id": "YC36644", @@ -27757,27 +27848,29 @@ "year": 2026, "team": 3, "location": "London, United Kingdom", - "business": "公司简介：Swarms of agents acting like users to find bugs before release", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "让代理模拟用户尝试产品流程及边界以检验功能。", + "buyer": "软件开发及产品验证团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "保留开发QA，不把代理测试App当训练基础模型。自愈软件工厂是愿景，目前验证为第一步；创始人Cosine旧经历不等现付费/能力，未运行实际产品。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36972" + "YC-E-36972", + "DEVTAG2-CAT-YC36972" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：让代理模拟用户尝试产品流程及边界以检验功能。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "DevSecOps", "Cloud Computing", "AI" - ] + ], + "businessModel": "应用测试软件；并发测试、浏览器、场景及支持费待核" }, { "id": "YC36974", @@ -27845,31 +27938,34 @@ "id": "YC37038", "name": "Caveman", "url": "https://www.ycombinator.com/companies/caveman", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 1, "location": "Amsterdam, Netherlands", - "business": "公司简介：Caveman cuts what AI agents cost without making them dumber.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "观察代理运行并试验成本及性能优化后部署有效变化。", + "buyer": "Agent开发及运营团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "按短主营移Agent设施。网页工具不支持返回的Markdown，普通HTTP为403，未取得正文，不假定压缩算法、公开源码或保证不损精度，财务及效果待核。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-37038" + "YC-E-37038", + "DEVTAG2-CAT-YC37038", + "DEVTAG2-CAVEMAN-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：观察代理运行并试验成本及性能优化后部署有效变化。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Open Source", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent优化设施暂分类；观测、验证、运行和支持费用待核" }, { "id": "YC37071", @@ -28543,30 +28639,34 @@ "id": "YC38061", "name": "Maritime", "url": "https://www.ycombinator.com/companies/maritime", - "cat": "C04", + "cat": "C03", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：The managed cloud for AI agents.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为每客户托管持久VM及代理运行、睡眠唤醒和管理。", + "buyer": "面向用户销售Agent的产品团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移Agent设施。现月套餐20/100/500/5000、机器和并发上限，不按计算分钟计费；约1每代理是套餐容量口径，实际满额、常开加20及资源增配影响成本，宣传规模非当前客户数。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "现月套餐原文20/100/500/5000及机器/并发限制；额外机器/内存/磁盘与常开20/月另收，套餐内不按计算分钟计", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-38061" + "YC-E-38061", + "DEVTAG2-CAT-YC38061", + "DEVTAG2-MARITIME-HOME", + "DEVTAG2-MARITIME-PRICE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：为每客户托管持久VM及代理运行、睡眠唤醒和管理。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Cloud Computing", "Infrastructure" - ] + ], + "businessModel": "Agent云套餐；机器数、并发、额外内存/磁盘、常开及支持费分开" }, { "id": "YC38127", @@ -28694,32 +28794,35 @@ "id": "YC38953", "name": "Spacesheep", "url": "https://www.ycombinator.com/companies/spacesheep", - "cat": "C04", + "cat": "C05", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Documents of the future: the collaboration surface for people and…", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将代理输出变为团队可协作的文档、图表、仪表板及内部应用。", + "buyer": "企业知识工作及协作团队", + "delivery": "已读YC当前主营及相关发布；选定官网及公开材料另列，财务、实际能力和付费待核。", + "notes": "移企业协作，不因可生成应用就只归编码工具。示例CRM目标25万、研究时间和收益不当公司营收；YC一年团队赠送不是付费，实时协作/语义检索未独立核。 原始成立及团队字段保留；主营复核不等完整财务或技术验证。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-38953" + "YC-E-38953", + "DEVTAG2-CAT-YC38953", + "DEVTAG2-SPACE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核软件开发原标签池：将代理输出变为团队可协作的文档、图表、仪表板及内部应用。 按当前买家和交付区分软件验证、模型计算、Agent设施和协作工作。", "directoryTags": [ "Developer Tools", "Generative AI", "Consumer", "Productivity", "Collaboration" - ] + ], + "businessModel": "通用协作工作软件；成员、存储、生成、实时数据及支持费待核" }, { "id": "MR001", @@ -34659,6 +34762,81 @@ "reason": "不能用jobs数乘基础分钟价反推营收，时长、免费/付费和资源组合未知", "evidence": "DEVTAG1-STAR-HOME", "comparisonGroup": null + }, + { + "id": "DEVTAG2-O-HOPLITE-CREDITS", + "company": "YC32089", + "name": "Hoplite", + "kind": "模型供应商赠额度", + "value": 1500000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-07-30发布，核销期未给", + "scope": "OpenAI credits，不是Hoplite经营收入", + "selection": "excluded", + "reason": "赠额度和计算资源不是客户实付、现金收入或ARR", + "evidence": "DEVTAG2-HOPLITE-CREDITS", + "comparisonGroup": null + }, + { + "id": "DEVTAG2-O-PAPAYA-OLD-ARR", + "company": "YC36643", + "name": "Papaya", + "kind": "创始人其他YC公司历史ARR", + "value": 10000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-09-16发布追述，原财务期未给", + "scope": "此前其他YC创业公司，非Papaya收入", + "selection": "excluded", + "reason": "前职业绩不转当前Agent优化公司", + "evidence": "DEVTAG2-PAPAYA-OLD-ARR", + "comparisonGroup": null + }, + { + "id": "DEVTAG2-O-CODAG-ORGS", + "company": "YC32230", + "name": "Codag", + "kind": "使用组织采用", + "value": 90, + "bound": ">", + "unit": "组织数", + "timing": "2026-08-16发布，具体截至日未给", + "scope": "使用Codag组织，不等独立付费客户", + "selection": "adoption", + "reason": "组织数和最多35人团队均不能乘标价推MRR，未给实际付费和合同", + "evidence": "DEVTAG2-CODAG-ADOPTION", + "comparisonGroup": null + }, + { + "id": "DEVTAG2-O-HERDR-DOWNLOADS", + "company": "YC34464", + "name": "herdr", + "kind": "发布四个月下载量自述", + "value": 340000, + "bound": "=", + "unit": "下载次数", + "timing": "当前YC简介，确切统计日与版本未给", + "scope": "Herdr产品历史下载，非付费或独立用户数", + "selection": "adoption", + "reason": "下载与星标不能当收入，也不混为现herdr-core仓库下载", + "evidence": "DEVTAG2-CAT-YC34464", + "comparisonGroup": null + }, + { + "id": "DEVTAG2-O-AGENT37-CLIENT-COST", + "company": "YC34893", + "name": "Agent 37", + "kind": "客户每Agent月运行成本自述", + "value": 4.94, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-09-29发布，账单期未给", + "scope": "Boon客户运行成本，非Agent37已核单客收入", + "selection": "excluded", + "reason": "客户成本或示例配置不等平台ARPA/ARR；免费、折扣、上游模型及存储未核", + "evidence": "DEVTAG2-AGENT37-COST", + "comparisonGroup": null } ], "evidence": [ @@ -55660,6 +55838,589 @@ "kind": "公司公开资料复核", "summary": "2026-09-10发布称读取API/代码生成、验证及维护CLI；DoorDash等列为自行发布CLI的市场例子。", "limitation": "这些品牌不是已核Okibi客户，旧15YC合作亦非已付费；未运行生成/验证或核签约收费。" + }, + { + "id": "DEVTAG2-CAT-YC31165", + "companyId": "YC31165", + "title": "IncidentFox当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/brownie", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "监控生产系统、调查事故并经人工审阅更新工具和知识。 保留开发运维。工具生成和知识更新有人工批准，不能按AI SRE推所有生产修改自主；自托管/托管与BYOK分开，开源及合规为自述未读仓库/报告。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31216", + "companyId": "YC31216", + "title": "Archal当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/archal", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为Agent测试、集成及RL提供可重置的有状态API模拟环境。 移Agent环境设施，模型训练用途另列不当自有基础模型。官网注明模拟非真实服务、覆盖按能力资料，付费续用尚未启用；0.10/环境分钟标价及20赠额不是实收。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31230", + "companyId": "YC31230", + "title": "o11当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/o11", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "通过钱包与权限为代理提供可付费的API、工具和服务入口。 按现付费工具钱包移C03，旧Office/Workspace助手另记。zero markup是费率自述非所有收入为零，目录工具数非客户数；余额、预算和服务消费不可直接记平台ARR。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31241", + "companyId": "YC31241", + "title": "Corelayer当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/corelayer", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为复杂生产软件分析告警、日志及数据并建议修复和预防。 保留开发运维，不因受监管客户就改为金融/医疗执业。厂商生产上下文、因果分析及安全主张未实测，客户交易/trace规模和行业1亿支持预算非Corelayer收入。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31327", + "companyId": "YC31327", + "title": "Korso当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/korso", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "近期发布Shepherd以MCP协调多个代理间通信协作，现具体产品待核。 据最新相关发布暂移C03，YC现写In Development且官网仅申请入口。旧制造运营与Shepherd双线/转型链未知，开放beta和YC免费非已付费客户；未核开源仓库。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31432", + "companyId": "YC31432", + "title": "Keyframe Labs当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/keyframe-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "研发实时交互人像模型并提供头像视频调用接口。 按自有领域模型移C01，persona系列与嵌入接口分开。180ms、真实性及并发为自述未独立核，第三方LLM/语音仍可另用；0.06/min起价不等全栈成本或ARR。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31454", + "companyId": "YC31454", + "title": "decuff当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/decuff", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以API托管经修改的开放模型供推理调用。 按现推理供给移C02，旧Datost数据分析产品分期。zero data retention、模型去限制及服务性能为自述，官网工具不可读，未调用API或检查模型/条款，旧能力不外推当前。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31591", + "companyId": "YC31591", + "title": "RightNow当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/rightnow", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "优化GPU内核并经RunInfra托管开放模型推理。 按模型计算供给移C02，RightNow实验室与RunInfra平台不重复计公司。缓存有效价是过去流量加权自述且best effort，不能等同每次请求低价；速度/缓存率非收入或独立性能。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC31592", + "companyId": "YC31592", + "title": "GitCafe当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/gitcafe", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为人和编码代理提供Git托管、评审、CI及协作平台。 保留开发平台；百名用户和约十余YC试用是采用自述，不等付费客户或收入。百亿commit是未来规模定位，beta不等全部产品成熟，可靠性和安全待核。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC32089", + "companyId": "YC32089", + "title": "Hoplite当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/hoplite", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将客户本地开发配置迁至云沙盒以运行并行编码代理。 保留开发交付；旧个人金融交易Agent与现软件工厂分期。150万OpenAI credits为赠额非现金收入，首客户效果未独立核；用户可审阅和设置审批，SOC2仍进行中。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC32230", + "companyId": "YC32230", + "title": "Codag当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/codag", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在模型读取前压缩工具输出并跟踪代理工具使用及成本。 移Agent工具路径设施，非自有基础模型。75%输出压缩和20—30%token节省是不同自述口径，90以上组织使用非付费数/ARR；完整原字节可取回和本地直连未独立核。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC32262", + "companyId": "YC32262", + "title": "Alkera AI当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/alkera-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以代理、血缘及知识库开发维护数据管线并生成SQL/Python分析。 保留数据工程开发，兼协作分析工作台，不以股票研究演示认定金融执业。人在知识条目核验、沙盒测试和CI门控仍在；83.28%基准为厂商比较未复现，演示收入非自身财务。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC33014", + "companyId": "YC33014", + "title": "Inkbox当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/inkbox", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为代理提供持久身份、邮件电话和代理间通信接口。 移Agent设施，旧网页自动化与现通信层分期。收2FA和联系能力不等已授权访问他人账户；未申请号码、发送消息或核实际服务许可、隐私及收入。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC33936", + "companyId": "YC33936", + "title": "Conifer当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/conifer", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在客户harness内选择模型、提供方和缓存以降低推理支出。 按现路由供给移C02，旧消费者Juniper界面另记。最多80%付费token减少不等总成本/毛利降低80%；本地免API费仍有硬件电费，性能和隐私未独立核。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC34431", + "companyId": "YC34431", + "title": "Hue当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/hue", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "把代理真实使用时的工具、数据及状态转为可重复测试环境。 移Agent测试，非一般App用户界面QA。保留工具/状态不证明所有生产世界可完整重现，官网不可读，未独立测试或取得合同；10月29日发布不作法人成立日。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC34464", + "companyId": "YC34464", + "title": "herdr当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/herdr", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以后台终端运行服务协调代理进程、状态和跨机器通信。 移运行设施，桌面App、core和旧TUI为不同程序。关窗口不终止不等重启机器仍保任务；官网明确core停/重启不续跑。25k星与34万下载是原目录自述，不等当前core仓库计数或付费。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC34629", + "companyId": "YC34629", + "title": "Simulithic当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/simulithic", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以模拟用户跨设备、浏览器及账户测试应用使用流程。 保留开发验证，与Hue测试AI代理行为分开。所有设备、零维护、每日生产测试为厂商主张未独立核，不认定覆盖所有平台/边界或已无人工验证成本。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC34893", + "companyId": "YC34893", + "title": "Agent 37当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/agent-37", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "托管每客户独立代理沙盒并保留文件、模型及工具接入。 移Agent设施。现无订阅/计划费但计算按活动时间、磁盘到删除计费；客户Boon4.94月成本不是Agent37 ARPA/营收，赠额与白牌客户售价不能推平台ARR。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC35258", + "companyId": "YC35258", + "title": "Mirrors当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/mirrors", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "按人工设定范围向生产代理注入纠错指引并比较结果。 移Agent设施；用户写纠正、限定触发并预览旧对话影响，不是所有错误自动永久修复。官网工具不可读，未运行或独立核效果、隐私及付费。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC35395", + "companyId": "YC35395", + "title": "Workers IO当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/workers-io", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在确定性虚拟机中模拟软件故障并复现失效条件。 保留开发验证，非AI模型训练。所读材料强调确定性仿真和编码代理反馈，内部是否使用AI尚未确认；百万场景不证明穷尽所有生产条件，示例支付/测试不是实际收入或独立验证。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC35751", + "companyId": "YC35751", + "title": "Rystic当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/rystic", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以有状态第三方API本地副本测试代理行为和状态变更。 移Agent测试，RL训练用途与代码QA分开。Stripe99.1%是所列1813探针的厂商一致性，不是金融安全或全API正确率；已知失败、限定能力、免费/付费不同范围保留。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC36643", + "companyId": "YC36643", + "title": "Papaya当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/papaya", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "分析生产代理追踪与代码，按预期影响排序并提出优化PR。 移Agent改进设施，旧分析Agent转型另记。用户批准后提PR与自动已部署分开，20%质量/30%延迟/年化节省是厂商范围主张；前其他YC公司千万ARR不归Papaya。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC36972", + "companyId": "YC36972", + "title": "Composal当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/composal", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "让代理模拟用户尝试产品流程及边界以检验功能。 保留开发QA，不把代理测试App当训练基础模型。自愈软件工厂是愿景，目前验证为第一步；创始人Cosine旧经历不等现付费/能力，未运行实际产品。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC37038", + "companyId": "YC37038", + "title": "Caveman当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/caveman", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "观察代理运行并试验成本及性能优化后部署有效变化。 按短主营移Agent设施。网页工具不支持返回的Markdown，普通HTTP为403，未取得正文，不假定压缩算法、公开源码或保证不损精度，财务及效果待核。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC38061", + "companyId": "YC38061", + "title": "Maritime当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/maritime", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为每客户托管持久VM及代理运行、睡眠唤醒和管理。 移Agent设施。现月套餐20/100/500/5000、机器和并发上限，不按计算分钟计费；约1每代理是套餐容量口径，实际满额、常开加20及资源增配影响成本，宣传规模非当前客户数。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-CAT-YC38953", + "companyId": "YC38953", + "title": "Spacesheep当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/spacesheep", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将代理输出变为团队可协作的文档、图表、仪表板及内部应用。 移企业协作，不因可生成应用就只归编码工具。示例CRM目标25万、研究时间和收益不当公司营收；YC一年团队赠送不是付费，实时协作/语义检索未独立核。", + "limitation": "可更新的目录/公司自述；以前业务、前公司ARR、客户成本/预算、赠额、采用数、示例和计划规模均不作自身收入或独立性能。" + }, + { + "id": "DEVTAG2-KORSO-HOME", + "companyId": "YC31327", + "title": "Korso当前申请入口", + "url": "https://korsoai.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前官网仅品牌、申请入口和隐私/条款链接，没有具体产品/价格。", + "limitation": "最新Shepherd与旧制造Agent业务范围及继续运营状态待核，不从少字/申请页推停业或已规模交付。" + }, + { + "id": "DEVTAG2-KEYFRAME-HOME", + "companyId": "YC31432", + "title": "Keyframe自有persona模型和接口", + "url": "https://keyframelabs.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网列persona系列及实时头像模型、第三方LLM/语音可接、0.06每分钟起。", + "limitation": "仅模型自述无独立性能/真实通话验证，200M旧版和新版本分开；语音/LLM和视频服务费用可能另计，起价不当全部成本。" + }, + { + "id": "DEVTAG2-DECUFF-ACCESS", + "companyId": "YC31454", + "title": "decuff官网缺项", + "url": "https://decuff.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具未取得当前官网正文，现API托管修改开放模型定位据YC。", + "limitation": "旧Datost分析帖不当现产品能力，未核模型、数据留存、合同或收费，不因不可读推停业。" + }, + { + "id": "DEVTAG2-RUNINFRA-HOME", + "companyId": "YC31591", + "title": "RunInfra推理平台与缓存价", + "url": "https://runinfra.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网关联RightNow优化研究，现列模型token/缓存价及10/29/99套餐，按5小时和周用量限额；缓存命中率及有效输入价格按其最近24小时流量自述。", + "limitation": "缓存best effort，有效价不等每次请求保证；模型token/s和端到端数值范围不同。未独立调用或核账单/成本，现模型目录不等自研模型组合。" + }, + { + "id": "DEVTAG2-AGENT37-HOME", + "companyId": "YC34893", + "title": "Agent37现计算与磁盘计费", + "url": "https://www.agent37.com/cloud", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前官网无订阅/计划费，预付余额；CPU/内存按沙盒活动计算时间计费，磁盘至删除前持续计费，第三方模型/工具也可从余额支付。", + "limitation": "充值不是已确认经常性收入，示例月估1.37及客户成本不是实际ARPA；SOC2 TypeI报告未读，gVisor/隔离未实测。" + }, + { + "id": "DEVTAG2-MARITIME-HOME", + "companyId": "YC38061", + "title": "Maritime现持久机器与产品范围", + "url": "https://maritime.sh/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称Firecracker微VM/持久磁盘及睡眠唤醒，三代理免费，MCP电脑访问仍early access。", + "limitation": "半秒启动及重启后状态为宣传未测，页面论文样例不当已读研究或真实生产证据；赠额不当收入。" + }, + { + "id": "DEVTAG2-MARITIME-PRICE", + "companyId": "YC38061", + "title": "Maritime套餐、并发和增配费用", + "url": "https://maritime.sh/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现月套餐20/100/500/5000，分别含20/100/500/5000机器及5/25/60/500同时活动；额外机器/内存/磁盘、常开另收，套餐内不按计算时间计费。", + "limitation": "每代理约1只是套餐容量分摊，不保证少量/全部常开仍是1；常开额外20每月及增配需算，未核实际账单/上游模型费，不能以含量乘客户数推ARR。" + }, + { + "id": "DEVTAG2-HERDR-HOME", + "companyId": "YC34464", + "title": "Herdr客户端与运行服务范围", + "url": "https://herdr.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网区分新App/core与旧TUI不共享代理；关闭客户端不终止后台，但机器重启或core停止后不自动恢复原任务。", + "limitation": "不把关窗口存活外推断电/重启续跑；免费/Apache自述不等无其他业务收入，未安装或控制用户终端。" + }, + { + "id": "DEVTAG2-HERDR-CORE", + "companyId": "YC34464", + "title": "herdr-core公开实现入口", + "url": "https://github.com/herdrdev/herdr-core", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开README和目录描述持久终端、代理消息及跨机器连接，恢复可开新shell但不重跑任务，状态由程序主动报告。", + "limitation": "未固定commit、阅读全部代码、编译/运行或实测断线/重启；不把UI缓存状态当进程正在运行，源码公开不是商业能力/收入证明。" + }, + { + "id": "DEVTAG2-HERDR-LICENSE", + "companyId": "YC34464", + "title": "herdr-core代码许可", + "url": "https://github.com/herdrdev/herdr-core/blob/master/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开代码LICENSE为Apache License 2.0。", + "limitation": "只对该代码仓库许可，不推出当前全部第三方模型/托管无成本，不作法人注册或财务证明。" + }, + { + "id": "DEVTAG2-RYSTIC-CATALOG", + "companyId": "YC35751", + "title": "Rystic公开模拟器一致性范围", + "url": "https://www.rystic.ai/simulators", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "目录列Stripe99.1%/1813探针、1162/1174工作流及失败示例，其他服务分值不同；免费每月10小时且部分模拟器/故障注入/验证UI属Pro。", + "limitation": "厂商一致性报告不是独立测试或所有API完全等价，探针不等任务总成功率；未安装二进制、触发真实支付/API或执行任何测试。" + }, + { + "id": "DEVTAG2-CODAG-HOME", + "companyId": "YC32230", + "title": "Codag工具输出处理及成本归属", + "url": "https://codag.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网说明在本地工具路径压缩大输出、遗漏原字节可取回，模型流量使用用户原提供商及账户，非替换基础模型。", + "limitation": "只读产品说明未安装本地服务/代理或验证压缩保真；演示测试、节省及组织量非实收收入，工具输出压缩与总账单节省分开。" + }, + { + "id": "DEVTAG2-PAPAYA-HOME", + "companyId": "YC36643", + "title": "Papaya改进PR及收益表述", + "url": "https://papaya.fyi/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网从生产trace和代码找改进并开PR，人可控制；1.1M以上对话、20%质量、30%延迟及25000以上年化客户节省为自述。", + "limitation": "不是公司收入或独立实测，免费首轮分析与未来合同分开；未接入客户数据、运行或合并修复。" + }, + { + "id": "DEVTAG2-SPACE-HOME", + "companyId": "YC38953", + "title": "Spacesheep当前团队协作与示例", + "url": "https://spacesheep.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网展示可评论/版本化的协作空间、可视化和内部应用，外部代理可写入。", + "limitation": "示例CRM/收益/研究统计不是已核客户或公司营收，未读取安装指引、接入代理或发布内容；团队赠送不是收入。" + }, + { + "id": "DEVTAG2-O11-HOME", + "companyId": "YC31230", + "title": "o11现工具钱包及预算边界", + "url": "https://o11.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称8416目录工具及549提供方，钱包或自带账户调用，设预算和权限，先报价按工具/用量收费。", + "limitation": "目录工具数不是付费组织数，示例5预算不是公司收入，zero markup与平台如何获益待合同；未充值、创建卡或买服务。" + }, + { + "id": "DEVTAG2-CAVEMAN-ACCESS", + "companyId": "YC37038", + "title": "Caveman官网访问缺项", + "url": "https://caveman.so/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具不支持text/markdown，普通只读HTTP请求返回403，未取得产品正文。", + "limitation": "只据YC短主营暂归Agent优化设施，不凭文件类型/域名推算法、公开源码或已实测效果。" + }, + { + "id": "DEVTAG2-WORKERS-HOME", + "companyId": "YC35395", + "title": "Workers IO确定性仿真交付", + "url": "https://workers.io/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述确定性VM中注入故障、复现失败及向编码代理提供反馈；页脚10XU Inc.。", + "limitation": "所读材料不证明内部AI模型作用。示例支付/128seed结果是展示非独立测试，数百万场景不证明穷尽生产；未安装/运行，也未核注册或合同。" + }, + { + "id": "DEVTAG2-HOPLITE-HOME", + "companyId": "YC32089", + "title": "Hoplite现云编码平台与收费", + "url": "https://hoplite.sh/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网Team原文60/席位月、年付50月折算，含用量/并发；可带模型订阅，导入凭据需单独确认，SOC2 in progress，页脚Carbon Copy Markets, Inc.。", + "limitation": "含用量及模型费用与席位价分开，旧金融业务改名链/收入未核；加密/SOC2不能当已取得审计，未导入任何配置或执行代码。" + }, + { + "id": "DEVTAG2-ARCHAL-HOME", + "companyId": "YC31216", + "title": "Archal模拟覆盖及付费状态", + "url": "https://archal.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称每环境0.10/分钟、按秒折算，失败启动/冷启动免费；目前self-serve付费续用尚未开放，5加15赠额分阶段获得。", + "limitation": "标价/赠额不是付费收入，模拟器有能力范围并非原厂实服务，不假定第三方背书；未安装技能或启动环境。" + }, + { + "id": "DEVTAG2-CORE-HOME", + "companyId": "YC31241", + "title": "Corelayer当前生产工程范围", + "url": "https://www.corelayer.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网提供生产上下文调查、CLI/MCP及私有部署，客户案例分别描述客户交易/日志规模，页脚Sevvy AI, Inc.。", + "limitation": "客户底层经营量不作Corelayer收入，ROI计算和引用的模型分数未独立核，未读审计/运行产品，受监管客户不等自己执业。" + }, + { + "id": "DEVTAG2-ALKERA-HOME", + "companyId": "YC32262", + "title": "Alkera现数据平台和自测", + "url": "https://www.alkera.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网有数据管线维护、SQL/Python协作分析、GPU任务和人核知识库；自述同模型DataAgentBench五次平均83.28对68.49。", + "limitation": "这是厂商比较非独立测试，尚未读基准源码；股票/收入图和GPU代码是展示，未运行、接数据源或把演示当收入。" + }, + { + "id": "DEVTAG2-MIRRORS-ACCESS", + "companyId": "YC35258", + "title": "Mirrors官网读取缺项", + "url": "https://www.mirrors.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具未取得官网正文，当前产品说明据YC与10月30日附载发布。", + "limitation": "未验证纠正触发、效果/隐私或收费，不因读取失败推无业务。" + }, + { + "id": "DEVTAG2-HUE-ACCESS", + "companyId": "YC34431", + "title": "Hue官网读取缺项", + "url": "https://hue.run/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具未取得官网正文，当前生产使用模拟测试定位据YC与10月29日发布。", + "limitation": "没有推定已支持所有框架/完整生产状态/合同，发布日不当成立日。" + }, + { + "id": "DEVTAG2-HOPLITE-CREDITS", + "companyId": "YC32089", + "title": "Hoplite旧业务和赠额度", + "url": "https://www.ycombinator.com/launches/SAM-hoplite-effortless-cloud-agents-for-programming", + "publishedAt": "2026-07-30", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "7月30日发布追述从个人金融Agent转型，并拟有效部署原文$1.5 million OpenAI credits。", + "limitation": "赠额度不是客户实付、现金营收或ARR，未说明实际核销和转型主体链。" + }, + { + "id": "DEVTAG2-PAPAYA-OLD-ARR", + "companyId": "YC36643", + "title": "Papaya创始人此前企业业绩", + "url": "https://www.ycombinator.com/launches/U2g-papaya-continuous-optimization-for-your-ai-agents", + "publishedAt": "2026-09-16", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "9月16日发布称曾把其他YC公司从0增长到原文$10M ARR并经历收购，旧分析Agent转型至优化设施。", + "limitation": "原文明确其他公司，不当Papaya当前ARR、客户收入或收购价格。" + }, + { + "id": "DEVTAG2-CODAG-ADOPTION", + "companyId": "YC32230", + "title": "Codag使用组织与压缩范围", + "url": "https://www.ycombinator.com/launches/Sr5-codag-compression-and-control-for-agent-tools", + "publishedAt": "2026-08-16", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "8月16日发布称超过90组织使用、最大团队35人；平均工具输出75%缩小与公司简介20—30%token节省分开。", + "limitation": "使用不等付费，两个节省口径分母不同；售出产品的自述未给确认收入，不能由组织数或成本反推ARR。" + }, + { + "id": "DEVTAG2-AGENT37-COST", + "companyId": "YC34893", + "title": "Agent37客户成本及推广赠额", + "url": "https://www.ycombinator.com/launches/UTg-agent37-host-any-agent-harness", + "publishedAt": "2026-09-29", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "9月29日发布称Boon每Agent月成本从85降至4.94，ETEC+迁入30以上旧客户，赠2500沙盒credits。", + "limitation": "客户成本、旧客户数及赠额非Agent37实收/ARPA；实际套餐、时长、模型与存储口径未核，95%节省为自述。" } ], "reviews": [ @@ -58885,6 +59646,121 @@ "DEVTAG1-STAR-PR" ], "handling": "未读完整差异或运行日志、未独立复现6倍/13倍性能；按分钟费率和jobs量不能推ARR，模型费用、付费/免费和可用代理范围另列。" + }, + { + "id": "DEVTAG2-R-CLASS", + "type": "软件开发原标签池最后26项复核", + "company": "开发标签池最后26项", + "scope": "companies", + "companyIds": [ + "YC31165", + "YC31216", + "YC31230", + "YC31241", + "YC31327", + "YC31432", + "YC31454", + "YC31591", + "YC31592", + "YC32089", + "YC32230", + "YC32262", + "YC33014", + "YC33936", + "YC34431", + "YC34629", + "YC34893", + "YC35258", + "YC35395", + "YC36643", + "YC36972", + "YC37038", + "YC38061", + "YC38953" + ], + "summary": "26项当前主营及相关发布已读：8保留C04、18迁移；原51项标签池主营已读完，合计16保留、35迁移。", + "evidenceIds": [ + "DEVTAG2-CAT-YC31165", + "DEVTAG2-CAT-YC31216", + "DEVTAG2-CAT-YC31230", + "DEVTAG2-CAT-YC31241", + "DEVTAG2-CAT-YC31327", + "DEVTAG2-CAT-YC31432", + "DEVTAG2-CAT-YC31454", + "DEVTAG2-CAT-YC31591", + "DEVTAG2-CAT-YC31592", + "DEVTAG2-CAT-YC32089", + "DEVTAG2-CAT-YC32230", + "DEVTAG2-CAT-YC32262", + "DEVTAG2-CAT-YC33014", + "DEVTAG2-CAT-YC33936", + "DEVTAG2-CAT-YC34431", + "DEVTAG2-CAT-YC34629", + "DEVTAG2-CAT-YC34893", + "DEVTAG2-CAT-YC35258", + "DEVTAG2-CAT-YC35395", + "DEVTAG2-CAT-YC36643", + "DEVTAG2-CAT-YC36972", + "DEVTAG2-CAT-YC37038", + "DEVTAG2-CAT-YC38061", + "DEVTAG2-CAT-YC38953", + "DEVTAG2-KORSO-HOME", + "DEVTAG2-KEYFRAME-HOME", + "DEVTAG2-DECUFF-ACCESS", + "DEVTAG2-RUNINFRA-HOME", + "DEVTAG2-AGENT37-HOME", + "DEVTAG2-MARITIME-HOME", + "DEVTAG2-MARITIME-PRICE", + "DEVTAG2-CODAG-HOME", + "DEVTAG2-PAPAYA-HOME", + "DEVTAG2-SPACE-HOME", + "DEVTAG2-O11-HOME", + "DEVTAG2-CAVEMAN-ACCESS", + "DEVTAG2-WORKERS-HOME", + "DEVTAG2-HOPLITE-HOME", + "DEVTAG2-ARCHAL-HOME", + "DEVTAG2-CORE-HOME", + "DEVTAG2-ALKERA-HOME", + "DEVTAG2-MIRRORS-ACCESS", + "DEVTAG2-HUE-ACCESS", + "DEVTAG2-HOPLITE-CREDITS", + "DEVTAG2-PAPAYA-OLD-ARR", + "DEVTAG2-CODAG-ADOPTION", + "DEVTAG2-AGENT37-COST" + ], + "handling": "按被测对象区分App QA与Agent仿真，开发SRE与行业执业、模型推理与Agent设施、通用协作工作分开。Maritime套餐和Agent37按量并列，Archal暂未开放付费续用不当零营收证明。Korso、decuff、Hue、Mirrors、Caveman缺项和转型保留。" + }, + { + "id": "DEVTAG2-R-HERDR", + "type": "代理运行设施材料及进程存活范围", + "company": "herdr", + "scope": "companies", + "companyIds": [ + "YC34464" + ], + "summary": "后台core与App/旧TUI分开，关窗口持久不等机器重启续跑；公开代码材料等级不等独立测试。", + "evidenceIds": [ + "DEVTAG2-CAT-YC34464", + "DEVTAG2-HERDR-HOME", + "DEVTAG2-HERDR-CORE", + "DEVTAG2-HERDR-LICENSE" + ], + "handling": "状态由程序报告不等读取时真实进程已验证；重启后的新shell不是原任务恢复。25k星/34万下载保留历史范围，免费工具不推公司零收入。" + }, + { + "id": "DEVTAG2-R-RYSTIC", + "type": "API模拟一致性自测与实际覆盖范围", + "company": "Rystic", + "scope": "companies", + "companyIds": [ + "YC35751" + ], + "summary": "Stripe99.1%/1813探针、工作流及已知失败是厂商报告，其他服务/免费Pro能力分别限定。", + "evidenceIds": [ + "DEVTAG2-CAT-YC35751", + "DEVTAG2-RYSTIC-CATALOG" + ], + "handling": "不是所有API等价、代理总成功率或支付安全证明，没有运行模拟器/真实服务。探针、模型自测和完整独立测试分开，不以性能推当前付费。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 507d94b..afebf5d 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-dev-tags-1", + "version": "2026-10-31-dev-tags-2", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "原新增目录33条深化并保留发现来源，本快照基础项416条主营人工复核。原C04开发标签池51项中的前25项已重读主营及相关发布：8保留、17迁移（Agent设施9、模型设施5、通用企业1、客户运营1、行业1），余26项。现产品与旧Feyn/Chonkie、VibeFlow、Attune、WhoDB/Docucod、Lotas/Rao、Omnara和Coasts/JSX分期；Helix公开材料不等性能测试，StarSling公开合并记录不等全部性能/收费证明。计算分钟、模型用量和月费拆分，jobs、旧ARR、退出价、赠额及演示不是自身ARR。本分支独立于PR #33企业89项、#34行业252项、#35模型标签26项，整合须保留各分支追加记录及版本计数；全部公开来源及主体、技术和财务仍待核。", + "nextCheck": "原新增目录35条深化并保留发现来源，本快照基础项440条主营人工复核。原C04开发标签池51项已全部重读当前主营及相关发布：16保留、35迁移（Agent设施22、模型设施8、通用企业2、客户运营1、行业1、领域模型1）。按测试对象分App QA和Agent仿真；Maritime套餐/并发与Agent37活动计算/持续存储分开，Archal付费续用暂未开放。Herdr关窗持久不等机器重启续跑，Rystic一致性探针只是厂商测试；o11、Korso、decuff旧定位和官网缺项保留，Caveman正文无法取得。赠额、前公司ARR、客户成本及采用不归自身收入。本分支不含PR #33企业89项、#34行业252项、#35模型26项；整合须保留各分支追加记录与计数。其他基础项、全部公开来源及主体、技术和财务仍待核，主营复核完成不等完整验证。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 26a96de..1500c94 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-dev-tags-1", + "sourceVersion": "2026-10-31-dev-tags-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",