From a8b054381fe94a8f14abc54429632c2351539948 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 01:12:51 +0800 Subject: [PATCH] research: distinguish industry services and model training inputs --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 6 +- content/research/ai-companies.seed.json | 789 +++++++++++++++++---- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 647 insertions(+), 158 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index f943bef..2f2244f 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, 1896); - assert.equal(research.observations.length, 242); + assert.equal(research.evidence.length, 1925); + assert.equal(research.observations.length, 246); 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 5caebf7..aa2d17c 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, 1896); - assert.equal(initial.observations.length, 242); + assert.equal(initial.evidence.length, 1925); + assert.equal(initial.observations.length, 246); 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, 119); 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")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 7b058ee..a28e02c 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-industry-1", + "version": "2026-10-31-industry-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": [ @@ -6131,55 +6131,59 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：We provide hedge funds with information they can trade on", - "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": "研究数据中心设备供应链、厂商份额和建设瓶颈。", + "buyer": "数据中心产业研究及采购决策团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留产业研究，不把浏览器Agent实现归通用开发设施，也不把研究数据中心当实际出售算力。大学项目10万经费不是Meteor收入。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30602" + "YC-E-30602", + "INDUSTRY2-CAT-YC30602" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：研究数据中心设备供应链、厂商份额和建设瓶颈。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Big Data", "Data Engineering", "AI" - ] + ], + "businessModel": "行业研究和数据服务；订阅、定制报告及人工成本待拆" }, { "id": "YC30603", "name": "Closera", "url": "https://www.ycombinator.com/companies/closera", - "cat": "C07", + "cat": "C06", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI Shopping Agent for Your Ecommerce Store", - "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": "为电商店铺提供购物Agent，具体产品与部署范围待核。", + "buyer": "电商经营者及销售团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "移客户销售运营；简介仅一句，AI作用及实际采用仍缺。YC标Inactive，不当已注销或全部停止服务，不推交易额为收入。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "YC标Inactive；实际经营及法律状态未独立核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30603" + "YC-E-30603", + "INDUSTRY2-CAT-YC30603" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为电商店铺提供购物Agent，具体产品与部署范围待核。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Generative AI", "B2B", "AI" - ] + ], + "businessModel": "电商销售软件；会话、订阅、交易和服务费待核" }, { "id": "YC30605", @@ -6361,27 +6365,30 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Your personal investing agent", - "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": "面向个人投资者提供持仓分析、市场关注及经用户批准的交易流程辅助。", + "buyer": "个人投资者及财富服务用户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留专业金融服务；官网明确示例持仓及订单，不当真实AUM、成交或收益保证。未核牌照、托管、实际交易能力和合同，不将retail市场份额当客户数。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30614" + "YC-E-30614", + "INDUSTRY2-CAT-YC30614", + "INDUSTRY2-ASTOR-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：面向个人投资者提供持仓分析、市场关注及经用户批准的交易流程辅助。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Fintech", "Investing", "Consumer Finance", "AI" - ] + ], + "businessModel": "专业投资软件或服务；订阅、交易、顾问及其他费用待核" }, { "id": "YC30615", @@ -6622,32 +6629,35 @@ "id": "YC30629", "name": "Topological", "url": "https://www.ycombinator.com/companies/topological", - "cat": "C07", + "cat": "C01", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Physics-based foundation models for CAD optimization.", - "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": "研发用于CAD物理约束及拓扑优化的专用模型。", + "buyer": "硬件设计及工程模型使用团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "按明确模型研发定位暂移C01；UToP-v1的1930倍及小于5%误差是自测主张，未见本轮代码或复测，不当通用模型能力或已实现模型收入。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30629" + "YC-E-30629", + "INDUSTRY2-CAT-YC30629", + "INDUSTRY2-TOPOLOGICAL-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：研发用于CAD物理约束及拓扑优化的专用模型。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Reinforcement Learning", "Robotics", "Design Tools", "3D Printing", "AI" - ] + ], + "businessModel": "专用模型研发；授权、推理、工程软件与服务费待核" }, { "id": "YC30630", @@ -6837,22 +6847,26 @@ "year": 2025, "team": 1, "location": "New York City, NY", - "business": "公司简介：AI-Native Medical Billing 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": "结合AI及专业账单人员为医疗机构处理账单与回款。", + "buyer": "医疗机构，初始含救护车服务商", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留医疗服务，官网明确Human Led。旧拟收购账单机构50m年度索赔和官网现100m处理额是客户款项；未核交割及并表，不相加或按比例反推公司ARR。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30641" + "YC-E-30641", + "INDUSTRY2-CAT-YC30641", + "INDUSTRY2-OVERDRIVE-HOME", + "INDUSTRY2-OVERDRIVE-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：结合AI及专业账单人员为医疗机构处理账单与回款。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "医疗账单托管服务；按回款/合同收费及人工软件成本待拆" }, { "id": "YC30642", @@ -7202,32 +7216,34 @@ "id": "YC30657", "name": "Nori", "url": "https://www.ycombinator.com/companies/nori", - "cat": "C07", + "cat": "C09", "year": 2025, "team": 3, "location": "New York City, NY", - "business": "公司简介：AI health coach in your pocket", - "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": "整理个人病历、可穿戴及健康资料，生成日常健康计划。", + "buyer": "个人健康应用用户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "移消费者应用；用户睡眠或心率改善是个案引语，不等临床效果或公司收入。未核医疗服务范围、订阅及隐私主张。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30657" + "YC-E-30657", + "INDUSTRY2-CAT-YC30657" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：整理个人病历、可穿戴及健康资料，生成日常健康计划。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Consumer Health Services", "Health Tech", "Digital Health", "Health & Wellness", "AI" - ] + ], + "businessModel": "个人健康助手软件；订阅、数据连接和人工支持费待拆" }, { "id": "YC30659", @@ -7419,22 +7435,24 @@ "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI scribe for Ambulance Reports", - "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": "在救护车报告系统内辅助急救人员填写记录并提示错误。", + "buyer": "急救服务机构及现场文书团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留急救行业工作；三分钟及80%节时为自述，未独立核文书准确性、支付方接受或客户合同。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30666" + "YC-E-30666", + "INDUSTRY2-CAT-YC30666" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：在救护车报告系统内辅助急救人员填写记录并提示错误。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "医疗报告软件；机构、记录、集成及专业校验费待拆" }, { "id": "YC30668", @@ -7444,22 +7462,25 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI Employees for Healthcare", - "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": "为医疗机构部署、治理及运营后台AI Agent。", + "buyer": "大型医疗系统及医疗运营团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留医疗运营，官网明确服务医疗后台，不据OS名称归通用Agent设施。全后台、合规、稳定和上线效果未独立核。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30668" + "YC-E-30668", + "INDUSTRY2-CAT-YC30668", + "INDUSTRY2-WEDGE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为医疗机构部署、治理及运营后台AI Agent。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "医疗自动化平台加部署服务；流程、集成、运行及人力费待拆" }, { "id": "YC30669", @@ -7615,22 +7636,24 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Deep research for class action law firms", - "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": "为集体诉讼律师整理大量记录并辅助案件资格分析。", + "buyer": "原告及集体诉讼法律团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留法律行业；60万页、两大律所为处理/采用自述，不当收入或独立正确率。资格最终判断和法律责任未独立核，前公益7000学生不算客户。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30677" + "YC-E-30677", + "INDUSTRY2-CAT-YC30677" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为集体诉讼律师整理大量记录并辅助案件资格分析。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "法律记录分析软件；案件、页数、许可及专业审核费待拆" }, { "id": "YC30680", @@ -7696,29 +7719,32 @@ "id": "YC30683", "name": "Theora", "url": "https://www.ycombinator.com/companies/theora", - "cat": "C07", + "cat": "C02", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Building medical school 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": "为医疗Agent提供专家训练数据、奖励标准及仿真任务环境。", + "buyer": "医疗AI模型及Agent训练团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "移模型数据与训练设施；官网Louiza Inc. dba Theora，法律登记待核。FHIR/PACS环境及去标识数据为自述，未核权利链、独立训练效果或临床部署。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30683" + "YC-E-30683", + "INDUSTRY2-CAT-YC30683", + "INDUSTRY2-THEORA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为医疗Agent提供专家训练数据、奖励标准及仿真任务环境。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Marketing", "Market Research" - ] + ], + "businessModel": "模型训练数据和环境服务；数据授权、环境、标注及专家成本待拆" }, { "id": "YC30684", @@ -7759,22 +7785,24 @@ "year": 2025, "team": null, "location": "New York City, NY", - "business": "公司简介：AI-enabled Corporate Cards and Invoice Processing for Real Estate", - "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": "为物业管理、开发商及承包商自动处理地产会计与应付。", + "buyer": "物业及地产专业会计团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留地产会计行业；10万管理单位是服务覆盖自述，不等付费客户。客户千元节省及已于2025到期折扣不作当前价格或收入。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30685" + "YC-E-30685", + "INDUSTRY2-CAT-YC30685" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为物业管理、开发商及承包商自动处理地产会计与应付。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "地产财务软件；单位、流程、许可与实施成本待拆" }, { "id": "YC30686", @@ -7889,25 +7917,28 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Making hard molecules for Pharma and Biotech", - "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": "为药企提供分子设计、实验规划及化学制造交付。", + "buyer": "药企及早期药物研发团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留专业科研服务；旧copilot与新Foundry制造分期，不能全作软件ARR。付费试点未给收入，论文及一次转化效果未独立核，不列为本公司第三方评测。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30689" + "YC-E-30689", + "INDUSTRY2-CAT-YC30689", + "INDUSTRY2-B12-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为药企提供分子设计、实验规划及化学制造交付。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "AI-powered Drug Discovery", "Robotics" - ] + ], + "businessModel": "科研软件加实验/分子交付服务；项目、材料、实验及专业人员待拆" }, { "id": "YC30690", @@ -8089,26 +8120,28 @@ "id": "YC30698", "name": "Comena", "url": "https://www.ycombinator.com/companies/comena", - "cat": "C07", + "cat": "C06", "year": 2025, "team": 8, "location": "Germany", - "business": "公司简介：AI agents for distributors and manufacturers to automate order entry.", - "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": "为工业分销和制造销售团队处理报价及订单录入，写回ERP。", + "buyer": "企业内勤销售及客户服务团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "移客户收入运营；发布明确销售人员快速复核并一键发送，非全无人订单处理。客户订单金额、节时和ERP数据不是Comena收入。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30698" + "YC-E-30698", + "INDUSTRY2-CAT-YC30698" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为工业分销和制造销售团队处理报价及订单录入，写回ERP。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "订单销售自动化；单据、许可、集成及人工复核成本待拆" }, { "id": "YC30699", @@ -8176,30 +8209,32 @@ "id": "YC30701", "name": "Mimos", "url": "https://www.ycombinator.com/companies/mimos", - "cat": "C07", + "cat": "C06", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：The growth OS for plaintiff-side law firms", - "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": "为原告律所管理获客渠道、客户接待及签约结果归因。", + "buyer": "法律服务获客及接待团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "移营销客户运营；旧跨监管行业AEO与现律所获客分期。五付费客户无合同金额不推MRR；客户AUM、媒体支出和签约案值不是Mimos收入。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30701" + "YC-E-30701", + "INDUSTRY2-CAT-YC30701" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为原告律所管理获客渠道、客户接待及签约结果归因。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "SaaS", "LegalTech", "AI" - ] + ], + "businessModel": "营销执行与客户接待软件；广告预算、服务费和软件费待拆" }, { "id": "YC30702", @@ -8301,22 +8336,24 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：The AI data analyst for biology labs", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为生物实验室分析实验数据并生成研究图表。", + "buyer": "生命科学研究及生物信息团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留生命科学应用；机构使用与出版可用图表为自述，不等机构合同或独立科研验证。10万分析师费用是客户成本，不归Novaflow收入。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30709" + "YC-E-30709", + "INDUSTRY2-CAT-YC30709" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为生物实验室分析实验数据并生成研究图表。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "实验数据分析软件；存储、计算、分析和专业支持费待拆" }, { "id": "YC30710", @@ -8386,56 +8423,61 @@ "id": "YC30715", "name": "Autumn", "url": "https://www.ycombinator.com/companies/autumn-ai", - "cat": "C07", + "cat": "C06", "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：The people-intelligence company.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为企业研究人员及公司，支持线索丰富、筛选和身份核对。", + "buyer": "销售、招聘及企业尽调团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "按当前企业线索研究移C06；未来Agent搜索引擎愿景单列。十亿人索引不是用户数或收入，演示新公司和联系人不当已核真实记录；未检索任何个人档案。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30715" + "YC-E-30715", + "INDUSTRY2-CAT-YC30715", + "INDUSTRY2-AUTUMN-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为企业研究人员及公司，支持线索丰富、筛选和身份核对。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "人员及企业数据研究软件；查询、数据许可与人工服务费待拆" }, { "id": "YC30716", "name": "Finto", "url": "https://www.ycombinator.com/companies/finto-de", - "cat": "C07", + "cat": "C05", "year": 2025, "team": 10, "location": "Munich, Germany", - "business": "公司简介：AI accounting for enterprise finance teams", - "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": "为企业内部财务团队自动处理发票录入、科目及审批。", + "buyer": "跨行业企业财务团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "移企业通用财务，与只服务专业会计事务所分开。80%工作替代是自述，未核效果、审批控制和合同，不从发票金额推营收。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30716" + "YC-E-30716", + "INDUSTRY2-CAT-YC30716" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为企业内部财务团队自动处理发票录入、科目及审批。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Fintech", "B2B", "Enterprise", "AI" - ] + ], + "businessModel": "通用财务运营软件；发票量、连接、许可和实施费待拆" }, { "id": "YC30717", @@ -8473,27 +8515,29 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI-powered accounting automation for construction and manufacturing", - "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": "为建筑及制造企业自动处理应收应付、对账及供应商工作。", + "buyer": "建筑和制造企业专业财务团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留明确建筑/制造行业交付，33%效率是自述，不当公司增长或毛利。客户款项、供应商金额与平台收费分开。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30719" + "YC-E-30719", + "INDUSTRY2-CAT-YC30719" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为建筑及制造企业自动处理应收应付、对账及供应商工作。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Fintech", "Finance", "B2B", "AI" - ] + ], + "businessModel": "行业财务自动化；单据、连接、许可和实施服务待拆" }, { "id": "YC30720", @@ -8649,22 +8693,24 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：AI coworkers for fraud and compliance teams.", - "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": "为银行及金融科技的欺诈合规团队调查告警并汇总判断依据。", + "buyer": "金融机构欺诈及风险团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留金融行业；前DoorDash每年3000万节省、LinkedIn5000万增收属于旧雇主。自主判断、低误报及人力替代未核，不直接证明当前公司收入或控制有效。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30726" + "YC-E-30726", + "INDUSTRY2-CAT-YC30726" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为银行及金融科技的欺诈合规团队调查告警并汇总判断依据。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", + "directoryTags": [], + "businessModel": "金融风险分析软件；告警、案件、许可及专业复核待拆" }, { "id": "YC30727", @@ -8674,26 +8720,29 @@ "year": 2025, "team": null, "location": null, - "business": "公司简介：Procurement Platform for Dental Offices", - "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": "为牙科诊所聚合供应商价格并提供统一购物车。", + "buyer": "牙科诊所及采购团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列。实际合同、财务与产品效果待核。", + "notes": "保留牙科专业采购，官网称免费且有商品报价；免费不等零收入，商品总额不等平台净收费。当前AI具体作用及支付/采购合同仍待核。 成立和团队保留原YC快照；分类不等财务或独立技术审计。", "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-30727" + "YC-E-30727", + "INDUSTRY2-CAT-YC30727", + "INDUSTRY2-ALARA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-31人工复核YC当前主营及相关发布节选：为牙科诊所聚合供应商价格并提供统一购物车。 按买家及具体交付分类，科研模型、训练数据、专业服务和软件分开。", "directoryTags": [ "Dental", "Procurement", "AI" - ] + ], + "businessModel": "牙科供应采购平台；佣金、交易、供应商费用和软件费待拆" }, { "id": "YC30728", @@ -34675,6 +34724,66 @@ "evidence": "INDUSTRY1-CAT-YC30415", "bound": "=", "comparisonGroup": null + }, + { + "id": "INDUSTRY2-O-OVERDRIVE-50M", + "company": "YC30641", + "name": "Overdrive Health", + "kind": "客户索赔或旧雇主成果边界", + "value": 50000000, + "unit": "原文$，币种待核", + "scope": "拟收购账单机构客户年度索赔，非Overdrive收入", + "timing": "2026-03-03发布，具体经营截至日未给", + "reason": "未核收购交割、索赔付款及并表，索赔不是供应商收入或ARR", + "bound": ">", + "evidence": "INDUSTRY2-OVERDRIVE-LAUNCH", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY2-O-OVERDRIVE-100M", + "company": "YC30641", + "name": "Overdrive Health", + "kind": "客户索赔或旧雇主成果边界", + "value": 100000000, + "unit": "原文$，币种待核", + "scope": "官网年度客户索赔提交额，非公司收入", + "timing": "官网当前展示，具体业务期间未给", + "reason": "提交额不等赔付或平台收入；与旧50M不相加，不乘假设费率", + "bound": ">", + "evidence": "INDUSTRY2-OVERDRIVE-HOME", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY2-O-SOCRATIX-OLD-REVENUE", + "company": "YC30726", + "name": "Socratix AI", + "kind": "客户索赔或旧雇主成果边界", + "value": 50000000, + "unit": "原文$，币种待核", + "scope": "创始人在LinkedIn参与的增收，非Socratix收入", + "timing": "当前YC简介中的旧经历，具体会计期未给", + "reason": "前雇主业绩不转移，当前平台合同和持续付费未知", + "bound": ">", + "evidence": "INDUSTRY2-CAT-YC30726", + "selection": "excluded", + "comparisonGroup": null + }, + { + "id": "INDUSTRY2-O-SOCRATIX-OLD-SAVING", + "company": "YC30726", + "name": "Socratix AI", + "kind": "客户索赔或旧雇主成果边界", + "value": 30000000, + "unit": "原文$，币种待核", + "scope": "前DoorDash年度成本节省，非Socratix收入", + "timing": "当前YC简介中的旧经历，具体经营截至日未给", + "reason": "节省与收入定义不同，且属于旧雇主，不计当前ARR", + "bound": ">", + "evidence": "INDUSTRY2-CAT-YC30726", + "selection": "excluded", + "comparisonGroup": null } ], "evidence": [ @@ -55533,6 +55642,325 @@ "kind": "YC官方页面中的公司自述复核", "summary": "发布称自YC开始达到原文$54k ARR，另有试点及PoC。", "limitation": "发布日不是精确财务截至日，正文可更新；币种、经常性定义、付费合同与账单未核，不按访问日刷新为当前ARR。" + }, + { + "id": "INDUSTRY2-CAT-YC30602", + "companyId": "YC30602", + "title": "Meteor Labs行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/meteor-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "研究数据中心设备供应链、厂商份额和建设瓶颈。 保留产业研究，不把浏览器Agent实现归通用开发设施，也不把研究数据中心当实际出售算力。大学项目10万经费不是Meteor收入。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30603", + "companyId": "YC30603", + "title": "Closera行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/closera", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为电商店铺提供购物Agent，具体产品与部署范围待核。 移客户销售运营；简介仅一句，AI作用及实际采用仍缺。YC标Inactive，不当已注销或全部停止服务，不推交易额为收入。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30614", + "companyId": "YC30614", + "title": "Astor行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/astor", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "面向个人投资者提供持仓分析、市场关注及经用户批准的交易流程辅助。 保留专业金融服务；官网明确示例持仓及订单，不当真实AUM、成交或收益保证。未核牌照、托管、实际交易能力和合同，不将retail市场份额当客户数。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30629", + "companyId": "YC30629", + "title": "Topological行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/topological", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "研发用于CAD物理约束及拓扑优化的专用模型。 按明确模型研发定位暂移C01；UToP-v1的1930倍及小于5%误差是自测主张，未见本轮代码或复测，不当通用模型能力或已实现模型收入。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30641", + "companyId": "YC30641", + "title": "Overdrive Health行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/overdrive-health", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "结合AI及专业账单人员为医疗机构处理账单与回款。 保留医疗服务，官网明确Human Led。旧拟收购账单机构50m年度索赔和官网现100m处理额是客户款项；未核交割及并表，不相加或按比例反推公司ARR。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30657", + "companyId": "YC30657", + "title": "Nori行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/nori", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "整理个人病历、可穿戴及健康资料，生成日常健康计划。 移消费者应用；用户睡眠或心率改善是个案引语，不等临床效果或公司收入。未核医疗服务范围、订阅及隐私主张。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30666", + "companyId": "YC30666", + "title": "CareSwift行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/careswift", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在救护车报告系统内辅助急救人员填写记录并提示错误。 保留急救行业工作；三分钟及80%节时为自述，未独立核文书准确性、支付方接受或客户合同。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30668", + "companyId": "YC30668", + "title": "Wedge行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/wedge", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为医疗机构部署、治理及运营后台AI Agent。 保留医疗运营，官网明确服务医疗后台，不据OS名称归通用Agent设施。全后台、合规、稳定和上线效果未独立核。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30677", + "companyId": "YC30677", + "title": "Kalinda行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/kalinda", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为集体诉讼律师整理大量记录并辅助案件资格分析。 保留法律行业；60万页、两大律所为处理/采用自述，不当收入或独立正确率。资格最终判断和法律责任未独立核，前公益7000学生不算客户。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30683", + "companyId": "YC30683", + "title": "Theora行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/theora", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为医疗Agent提供专家训练数据、奖励标准及仿真任务环境。 移模型数据与训练设施；官网Louiza Inc. dba Theora，法律登记待核。FHIR/PACS环境及去标识数据为自述，未核权利链、独立训练效果或临床部署。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30685", + "companyId": "YC30685", + "title": "IronLedger.ai行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/ironledger-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为物业管理、开发商及承包商自动处理地产会计与应付。 保留地产会计行业；10万管理单位是服务覆盖自述，不等付费客户。客户千元节省及已于2025到期折扣不作当前价格或收入。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30689", + "companyId": "YC30689", + "title": "b12 Labs行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/b12-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为药企提供分子设计、实验规划及化学制造交付。 保留专业科研服务；旧copilot与新Foundry制造分期，不能全作软件ARR。付费试点未给收入，论文及一次转化效果未独立核，不列为本公司第三方评测。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30698", + "companyId": "YC30698", + "title": "Comena行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/comena", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为工业分销和制造销售团队处理报价及订单录入，写回ERP。 移客户收入运营；发布明确销售人员快速复核并一键发送，非全无人订单处理。客户订单金额、节时和ERP数据不是Comena收入。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30701", + "companyId": "YC30701", + "title": "Mimos行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/mimos", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为原告律所管理获客渠道、客户接待及签约结果归因。 移营销客户运营；旧跨监管行业AEO与现律所获客分期。五付费客户无合同金额不推MRR；客户AUM、媒体支出和签约案值不是Mimos收入。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30709", + "companyId": "YC30709", + "title": "Novaflow行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/novaflow", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为生物实验室分析实验数据并生成研究图表。 保留生命科学应用；机构使用与出版可用图表为自述，不等机构合同或独立科研验证。10万分析师费用是客户成本，不归Novaflow收入。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30715", + "companyId": "YC30715", + "title": "Autumn行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/autumn-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为企业研究人员及公司，支持线索丰富、筛选和身份核对。 按当前企业线索研究移C06；未来Agent搜索引擎愿景单列。十亿人索引不是用户数或收入，演示新公司和联系人不当已核真实记录；未检索任何个人档案。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30716", + "companyId": "YC30716", + "title": "Finto行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/finto-de", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为企业内部财务团队自动处理发票录入、科目及审批。 移企业通用财务，与只服务专业会计事务所分开。80%工作替代是自述，未核效果、审批控制和合同，不从发票金额推营收。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30719", + "companyId": "YC30719", + "title": "ProcIndex行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/procindex", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为建筑及制造企业自动处理应收应付、对账及供应商工作。 保留明确建筑/制造行业交付，33%效率是自述，不当公司增长或毛利。客户款项、供应商金额与平台收费分开。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30726", + "companyId": "YC30726", + "title": "Socratix AI行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/socratix-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为银行及金融科技的欺诈合规团队调查告警并汇总判断依据。 保留金融行业；前DoorDash每年3000万节省、LinkedIn5000万增收属于旧雇主。自主判断、低误报及人力替代未核，不直接证明当前公司收入或控制有效。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-CAT-YC30727", + "companyId": "YC30727", + "title": "Alara行业交付及收入边界复核", + "url": "https://www.ycombinator.com/companies/alara", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为牙科诊所聚合供应商价格并提供统一购物车。 保留牙科专业采购，官网称免费且有商品报价；免费不等零收入，商品总额不等平台净收费。当前AI具体作用及支付/采购合同仍待核。", + "limitation": "仅主营及相关发布节选，规模、索赔、客户资产/效果、旧雇主及科研宣传不当当前公司收入或独立成绩。" + }, + { + "id": "INDUSTRY2-TOPOLOGICAL-HOME", + "companyId": "YC30629", + "title": "Topological专用模型研发定位", + "url": "https://www.topological.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述UToP-v1物理约束及拓扑优化模型，面向硬件工程设计。", + "limitation": "foundation及SOTA为自述；未开权重、源码或同口径测评，1930倍加速不等已验证通用能力或付费模型供给。" + }, + { + "id": "INDUSTRY2-THEORA-HOME", + "companyId": "YC30683", + "title": "Theora模型训练数据和环境", + "url": "https://www.theorahq.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述SFT数据、专家奖励标准及EHR/PACS仿真环境，页脚Louiza Inc. dba Theora。", + "limitation": "医学院/前雇主标志不等客户，真实数据去标识及许可链未核，未独立验证临床效果或训练收益。" + }, + { + "id": "INDUSTRY2-B12-HOME", + "companyId": "YC30689", + "title": "b12软件与分子交付", + "url": "https://b12-labs.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网兼有实验规划软件、实验自动化接口及Foundry制造方向；商业交付需拆软件和专业实验服务。", + "limitation": "未执行实验、核制造合同或性能，论文/人物旧成绩和示例实验结果不当本公司独立评测或收入。" + }, + { + "id": "INDUSTRY2-AUTUMN-HOME", + "companyId": "YC30715", + "title": "Autumn人员与企业研究产品", + "url": "https://www.autumn.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网面向企业数据研究，宣称大型人和公司索引并展示线索研究与可回查来源的示例。", + "limitation": "索引覆盖、更新、权利和身份匹配未核；只读产品描述，未查个人资料，示例公司/注册/联系人不当独立事实。" + }, + { + "id": "INDUSTRY2-OVERDRIVE-HOME", + "companyId": "YC30641", + "title": "Overdrive人工主导账单及索赔规模", + "url": "https://www.overdrive.health/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网明确技术驱动、人工主导医疗账单服务，列100M以上年度提交索赔及10万以上资格检查。", + "limitation": "客户提交索赔不是公司收入，也不必等已付款；人员、收购并表、费率及实际合同未核，与旧50M口径不相加。" + }, + { + "id": "INDUSTRY2-ASTOR-HOME", + "companyId": "YC30614", + "title": "Astor个人投资流程及演示边界", + "url": "https://www.astor.app/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网展示市场关注、持仓研究和经用户批准的下单流程，标注示例及非推荐。", + "limitation": "示例50万持仓及10250订单不是客户AUM、真实成交或公司收入；未执行交易、核牌照/托管或独立收益。" + }, + { + "id": "INDUSTRY2-WEDGE-HOME", + "companyId": "YC30668", + "title": "Wedge医疗后台交付", + "url": "https://wedge.health/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网将医疗Agent OS落实到大型医疗系统后台流程及部署治理。", + "limitation": "医疗机构/前雇主标志不是已核合同，不据OS名称归通用运行设施，合规与稳定性能未独立复测。" + }, + { + "id": "INDUSTRY2-ALARA-HOME", + "companyId": "YC30727", + "title": "Alara免费采购与商品金额", + "url": "https://alaradental.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网提供牙科供应比价、供应商连接和统一购物车，自称免费平台。", + "limitation": "商品标价及折扣不等平台收入或真实成交，佣金/转付与净收入未知；AI实际作用、供应商合同及数据权利未核。" + }, + { + "id": "INDUSTRY2-OVERDRIVE-LAUNCH", + "companyId": "YC30641", + "title": "Overdrive拟收购账单机构及客户索赔", + "url": "https://www.ycombinator.com/launches/PbA-overdrive-health-ai-powered-rcm-for-ambulance-agencies", + "publishedAt": "2026-03-03", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布称正收购服务约20家救护车提供方的传统账单机构，年度客户索赔超过50M，收入/人接近翻倍。", + "limitation": "正收购不等交割完成；索赔和收入/人增长不提供公司收入金额，不能与100M现官网加总或乘假设佣金。" } ], "reviews": [ @@ -58745,6 +59173,67 @@ "INDUSTRY1-ADENTRIS-LAUNCH" ], "handling": "只保留历史自述，币种、财务截至日、经常性定义及法律主体/收入确认未核，不纳入可比同期ARR或平台MRR，未做独立技术测试。" + }, + { + "id": "INDUSTRY2-R-20", + "type": "行业第二批训练数据及专业交付复核", + "company": "原C07第二批20家公司", + "scope": "companies", + "companyIds": [ + "YC30602", + "YC30603", + "YC30614", + "YC30629", + "YC30641", + "YC30657", + "YC30666", + "YC30668", + "YC30677", + "YC30683", + "YC30685", + "YC30689", + "YC30698", + "YC30701", + "YC30709", + "YC30715", + "YC30716", + "YC30719", + "YC30726", + "YC30727" + ], + "summary": "20项当前主营及相关发布已读，8项官网及Overdrive原始发布补充；12项留C07、8项转其他类别。Topological模型研发、Theora训练数据、Nori个人应用、Finto通用财务及销售/市场研究分开。", + "evidenceIds": [ + "INDUSTRY2-CAT-YC30602", + "INDUSTRY2-CAT-YC30603", + "INDUSTRY2-CAT-YC30614", + "INDUSTRY2-CAT-YC30629", + "INDUSTRY2-CAT-YC30641", + "INDUSTRY2-CAT-YC30657", + "INDUSTRY2-CAT-YC30666", + "INDUSTRY2-CAT-YC30668", + "INDUSTRY2-CAT-YC30677", + "INDUSTRY2-CAT-YC30683", + "INDUSTRY2-CAT-YC30685", + "INDUSTRY2-CAT-YC30689", + "INDUSTRY2-CAT-YC30698", + "INDUSTRY2-CAT-YC30701", + "INDUSTRY2-CAT-YC30709", + "INDUSTRY2-CAT-YC30715", + "INDUSTRY2-CAT-YC30716", + "INDUSTRY2-CAT-YC30719", + "INDUSTRY2-CAT-YC30726", + "INDUSTRY2-CAT-YC30727", + "INDUSTRY2-TOPOLOGICAL-HOME", + "INDUSTRY2-THEORA-HOME", + "INDUSTRY2-B12-HOME", + "INDUSTRY2-AUTUMN-HOME", + "INDUSTRY2-OVERDRIVE-HOME", + "INDUSTRY2-ASTOR-HOME", + "INDUSTRY2-WEDGE-HOME", + "INDUSTRY2-ALARA-HOME", + "INDUSTRY2-OVERDRIVE-LAUNCH" + ], + "handling": "Overdrive人工账单及拟收购、b12科研软件/实验交付、Alara商品采购分别记业务模式。索赔、旧雇主增收/节省、客户AUM、演示资产、数据索引和科研宣传不当自身收入或独立技术验证。无新增可比MRR。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index fdac2de..ede27e0 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-industry-1", + "version": "2026-10-31-industry-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条深化个案并保留来源；当前基础项416条主营人工复核。本分支新增原C07首批25项复核：16保留、9按现买家与交付迁移，Flott/Adentris历史ARR单列。Linewise现训练数据，实体承包、专业服务和个人应用分开。Wayline附载Second旧帖未充分核主体延续，不强改2025年或继承前业务。原C07尚余159项规则初分；本快照原C05仍有89项规则初分，继续补充人工结果；继续其他非人工资料与来源缺项，不把分类当财务/技术全量验证。", + "nextCheck": "原新增目录33条深化并保留来源；本快照基础项436条主营人工复核。原C07累计45项已读主营与相关发布：28保留、17按交付迁移，尚余139项规则初分。训练数据/环境、专用模型研发、实体承包、人工账单及科研制造与行业软件分开；Overdrive客户年度索赔50M/100M不当收入、不相加，旧雇主成果和客户资产排除。本快照C05仍89项规则初分，继续纳入后续复核。主体、定价、技术及同口径财务和非YC来源缺项继续保留。", "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 10855e4..5d9a104 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-industry-1", + "sourceVersion": "2026-10-31-industry-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",