diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 768fbbb..55507d6 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,9 +182,9 @@ async function main() { assert.equal(researchResponse.status, 200, "authenticated research API"); assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store")); const research = await researchResponse.json(); - assert.equal(research.companies.length, 1307); + assert.equal(research.companies.length, 1312); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 5331); + assert.equal(research.evidence.length, 5354); assert.equal(research.observations.length, 495); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index f164dd3..7b2c5a2 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -124,11 +124,11 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1307); - assert.equal(initial.evidence.length, 5331); + assert.equal(initial.companies.length, 1312); + assert.equal(initial.evidence.length, 5354); assert.equal(initial.observations.length, 495); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 25); + assert.equal(businessReviews.length, 26); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) .sort((a, b) => a.id.localeCompare(b.id)), "business model assessments and company/evidence links persist in the shared database"); @@ -170,9 +170,9 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 297); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 158); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 63); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 299); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 159); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 65); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []); @@ -191,11 +191,11 @@ test("reviews link explicit companies without turning global or excluded cases i test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => { const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); - assert.equal(summary.reduce((n, c) => n + c.count, 0), 1307); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1312); assert.equal(summary.reduce((n, c) => n + c.self, 0), 63); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1223); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1228); assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown"); assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown"); assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体")); @@ -230,7 +230,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 298); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 303); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -646,10 +646,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records); assert.equal(newlyRegistered.length, 242); assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 5); - assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 63); + assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 68); assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1); assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144); - assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 29, + assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 24, "a known self-reported founding year does not by itself establish the current AI business"); assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232); assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) => diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index b49eb35..cc50181 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr-learning-health-1", + "version": "2026-11-01-source-closeout-1", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -41985,6 +41985,186 @@ "SRLEARN1-SUN-PRIVACY" ] } + }, + { + "id": "AI216", + "name": "doublespeed", + "url": "https://doublespeed.ai", + "channel": "S14", + "cat": "C06", + "year": 2025, + "team": 11, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "AI社交内容和托管账号运营，含人工内容处理。", + "buyer": "品牌/增长与内容团队", + "delivery": "官网演示/审计预约，AI生成和人工微调自述", + "price": "未见公开金额/实际合同", + "businessModel": "营销交付软件/服务，模型/内容、人员和账号/平台维护及获客成本待核", + "entityBasis": "官网品牌自述，精确法人/注册与采购合同未核", + "stage": "官网演示/审计预约，AI生成和人工微调自述", + "cohort": "投资方自报2025成立，独立注册/品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知", + "sourceType": "公开投资方档案及当前官网", + "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C19", + "SRCLOSE1-SR005R-C19" + ], + "revenueStatus": "unknown", + "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C19", + "SRCLOSE1-SR005R-C19" + ] + } + }, + { + "id": "AI217", + "name": "SoulLink", + "url": "https://soullink.io", + "channel": "S14", + "cat": "C09", + "year": 2025, + "team": 6, + "location": "Los Angeles, California, United States of America（投资方资料）", + "business": "3D虚拟AI陪伴与交互记忆应用。", + "buyer": "个人陪伴/互动用户", + "delivery": "beta和移动端入口，官网标Sept2026上线，未运行", + "price": "未见公开收费金额或付费/留存底表", + "businessModel": "个人互动应用，3D渲染、模型/语音、记忆/存储与内容支持成本待核", + "entityBasis": "SoulLink/4D品牌与官网对应，精确法人及独立注册/合同未核", + "stage": "beta和移动端入口，官网标Sept2026上线，未运行", + "cohort": "投资方自报2025成立，独立注册/品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知", + "sourceType": "公开投资方档案及当前官网", + "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C49", + "SRCLOSE1-SR005R-C49" + ], + "revenueStatus": "unknown", + "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C49", + "SRCLOSE1-SR005R-C49" + ] + } + }, + { + "id": "AI218", + "name": "Variant（tryvariant.com）", + "url": "https://www.tryvariant.ai/", + "channel": "S14", + "cat": "C08", + "year": 2025, + "team": 5, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "文本/梗图/涂鸦到可玩小游戏及remix创作分发。", + "buyer": "内容/游戏创作者和社区用户", + "delivery": "原.ai跳转.com、beta申请；不与Variant-now合并", + "price": "创作者变现为描述，具体平台收费/分成及付费未知", + "businessModel": "可玩内容生成/社区，推理/游戏托管、内容版权审核和创作者分账待核", + "entityBasis": "品牌与原档案域名重定向对应，精确法人/注册未核", + "stage": "原.ai跳转.com、beta申请；不与Variant-now合并", + "cohort": "投资方自报2025成立，独立注册/品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知", + "sourceType": "公开投资方档案及当前官网", + "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C55", + "SRCLOSE1-SR005R-C55" + ], + "revenueStatus": "unknown", + "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C55", + "SRCLOSE1-SR005R-C55" + ] + } + }, + { + "id": "AI219", + "name": "Cascade（usecascade.ai）", + "url": "https://usecascade.ai/", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 2, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "AEC企业RFP发现、匹配、提案和项目规范分析。", + "buyer": "建筑/工程/施工企业业务开发和提案团队", + "delivery": "当前发现/提案/规范为LIVE自述，预投标信号/比标等SOON，公开early access", + "price": "未见统一金额或已签软件/实施订单", + "businessModel": "行业商机/提案工作流软件，门户数据/质量维护、模型/专业审核与接入成本待核", + "entityBasis": "官网页脚Cascade Intelligence Inc.自述，独立注册及具体订单未核", + "stage": "当前发现/提案/规范为LIVE自述，预投标信号/比标等SOON，公开early access", + "cohort": "投资方自报2025成立，独立注册/品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知", + "sourceType": "公开投资方档案及当前官网", + "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C11", + "SRCLOSE1-SR006R-C11" + ], + "revenueStatus": "unknown", + "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C11", + "SRCLOSE1-SR006R-C11" + ] + } + }, + { + "id": "AI220", + "name": "Vereda", + "url": "https://www.vereda.ia.br/", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 8, + "location": "Rio Verde, Brazil（投资方资料）", + "business": "农业采购Agent渠道，WhatsApp助手与田间顾问连接农户和制造商。", + "buyer": "农户使用；供应商/伙伴为报酬关系方", + "delivery": "厂家直接开票交货，平台不库存/转售；助手和顾问共同服务", + "price": "农户免费无月费/平台费，平台与供应商/伙伴报酬未知，不猜抽佣", + "businessModel": "供应商支持的采购渠道＋助手/人工服务，净报酬/退货争议、人员和模型成本待核", + "entityBasis": "官网VEREDA LTDA自述，精确登记编号/实际供应商合同未核", + "stage": "厂家直接开票交货，平台不库存/转售；助手和顾问共同服务", + "cohort": "投资方自报2025成立，独立注册/品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知", + "sourceType": "公开投资方档案及当前官网", + "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C57", + "SRCLOSE1-SR006R-C57" + ], + "revenueStatus": "unknown", + "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C57", + "SRCLOSE1-SR006R-C57" + ] + } } ], "observations": [ @@ -105237,7 +105417,7 @@ }, { "id": "SRPRO1-P-SR005R-C19", - "companyId": null, + "companyId": "AI216", "title": "doublespeed公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/doublespeed", "publishedAt": null, @@ -105545,7 +105725,7 @@ }, { "id": "SRPRO1-P-SR005R-C49", - "companyId": null, + "companyId": "AI217", "title": "SoulLink公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/soullink", "publishedAt": null, @@ -105611,7 +105791,7 @@ }, { "id": "SRPRO1-P-SR005R-C55", - "companyId": null, + "companyId": "AI218", "title": "Variant公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/variant", "publishedAt": null, @@ -105765,7 +105945,7 @@ }, { "id": "SRPRO1-P-SR006R-C11", - "companyId": null, + "companyId": "AI219", "title": "Cascade公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/cascade", "publishedAt": null, @@ -106194,7 +106374,7 @@ }, { "id": "SRPRO1-P-SR006R-C57", - "companyId": null, + "companyId": "AI220", "title": "Vereda公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/vereda", "publishedAt": null, @@ -108380,6 +108560,259 @@ "kind": "公司公开产品/收费/合同范围核对", "summary": "2026-10-18政策提示/源材料送第三方语言/TTS服务，音频存储用于回听，默认账户内、主动分享后链接持有人可听；不训练自家通用模型。", "limitation": "禁通用模型训练不等零外传/零存储，连接个人助手会有另外资料范围，未授权/输入文件或他人声音；实际安全/删除未经独立测试。" + }, + { + "id": "SRCLOSE1-SR005R-C08", + "companyId": null, + "title": "Atrios 当前交付/官网缺项收尾核对", + "url": "https://www.atrios.com", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "现官网为Ace工具/优惠推荐、连接个人助手与有偿人际引荐；AI供应商标签和MCP连接本身不证核心AI由Atrios提供，具体AI任务/人工比例、引荐费/分账及当前合同未知，保留主营待核。免费249价值诊断/奖励和客户节省非平台收入。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 b814c8bec8148c86fb7627ca8c26419fd56a3fe5097189822f29979638e5579d，115916字节。" + }, + { + "id": "SRCLOSE1-SR005R-C12", + "companyId": null, + "title": "bins 当前交付/官网缺项收尾核对", + "url": "https://joinbins.com/app", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "普通HTTP403但浏览器可读其App Store：Bins Inc.二手P2P市场、照片创建商品/个性推荐、免费入口。具体AI实现/平台佣金未明，保留主营待核；实物交易总额/评分和免费应用不代净费或零收入。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。" + }, + { + "id": "SRCLOSE1-SR005R-C16", + "companyId": null, + "title": "Creed 当前交付/官网缺项收尾核对", + "url": "https://speedrun.a16z.com/companies/creed", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "档案官网字段为空，仅有Creed Labs语音AI工作室/首产品自述；500K+用户、正单位经济无日期/付费/成本底表。缺当前独立产品网址和具体交付/收费，保留待核，不猜同名网址或推MRR。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。" + }, + { + "id": "SRCLOSE1-SR005R-C19", + "companyId": "AI216", + "title": "doublespeed 当前交付/官网缺项收尾核对", + "url": "https://doublespeed.ai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "官网当前AI社交内容/托管账号运营及人工微调与档案一致，关联客户运营；具体价格、实收/平台分账及人工/内容/账号维护成本未公开，仅业务分类不搭建自动账号或推广。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 40e4bb82663ab983257557916ea6f1c9a57a0f307ca04e5b967995ab102f9ab7，202590字节。" + }, + { + "id": "SRCLOSE1-SR005R-C30", + "companyId": null, + "title": "Lekondo 当前交付/官网缺项收尾核对", + "url": "https://lekondo.com", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "普通HTTP403，浏览器当前官网可读服装审美/ontology研究及商店/应用入口，AI具体任务和商业交付未明。保留主营待核，不把服装研究/AI投资批次当AI营收或从抓取失败推停业。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。" + }, + { + "id": "SRCLOSE1-SR005R-C34", + "companyId": null, + "title": "Luvu 当前交付/官网缺项收尾核对", + "url": "https://withbasis.co/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "withbasis.co HTTP200仅JavaScript解包提示，浏览抓取超时；原Luvu档案标题为Basis/The Human Foundation behind Frontier AI，当前品牌/主体及具体交付未核。未执行包或借同名Basis公司，保留待核。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 9046ef0911d2d14d56008ab7ae5d2f90bd1ab6d01b13b99b51f360b205d0d21b，874749字节。" + }, + { + "id": "SRCLOSE1-SR005R-C40", + "companyId": null, + "title": "Ocoder 当前交付/官网缺项收尾核对", + "url": "https://speedrun.a16z.com/companies/ocoder", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "档案官网字段为空，原述非技术人员在真实代码库构建/共享方案工具；具体当前产品/代码权限/收费与法律主体未核。保留待核，不猜同名Ocoder网址或以vibe coding标签推现有交付。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。" + }, + { + "id": "SRCLOSE1-SR005R-C41", + "companyId": null, + "title": "Oleum 当前交付/官网缺项收尾核对", + "url": "https://speedrun.a16z.com/companies/oleum", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "档案官网字段为空，原述AI数据交互和未来基础设施愿景；具体当前产品、客户和收费未知。保留待核，不将未来通用层愿景当当前服务或关联同名能源公司。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。" + }, + { + "id": "SRCLOSE1-SR005R-C43", + "companyId": null, + "title": "Prepp 当前交付/官网缺项收尾核对", + "url": "https://speedrun.a16z.com/companies/prepp", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "档案官网字段为空，教育内容/批改/出勤模块为自述，当前AI方法/实际产品和学校采购未核。保留待核，不收集学生资料或把教育任务自动当AI已交付。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。" + }, + { + "id": "SRCLOSE1-SR005R-C49", + "companyId": "AI217", + "title": "SoulLink 当前交付/官网缺项收尾核对", + "url": "https://soullink.io", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "官网当前3D AI陪伴/交互记忆及beta入口与原档案对应，关联个人应用；Sept2026上线为厂商标注，实际可用/付费/留存与渲染、模型、记忆/支持成本未知，未下载或互动。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 d7c6d38f7d7988f4472819672480efd1c6e5aecdf213cf19d64bda06ea1d70b6，32979字节。" + }, + { + "id": "SRCLOSE1-SR005R-C50", + "companyId": null, + "title": "Sounding 当前交付/官网缺项收尾核对", + "url": "https://speedrun.a16z.com/companies/sounding", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "官网字段为linkedin.com/in/notavailable占位而非有效产品网址；档案Sounding描述Pelago语音wellness品牌，当前品牌/主体/具体AI产品未对应。保留待核，不借其他同名Pelago及前公司数据。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。" + }, + { + "id": "SRCLOSE1-SR005R-C55", + "companyId": "AI218", + "title": "Variant 当前交付/官网缺项收尾核对", + "url": "https://www.tryvariant.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "原tryvariant.ai重定向tryvariant.com，当前文本/梗图到可玩小游戏、remix社区beta与AI档案任务对应；同名SR006 Variant-now不合并，收费/实际生成、留存和创作者分账未知。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 80a335be4a8a00171fc04b7338ac89ec9764f204172bc7db742ed05482c42d75，59112字节。" + }, + { + "id": "SRCLOSE1-SR005R-C56", + "companyId": null, + "title": "Vega 当前交付/官网缺项收尾核对", + "url": "https://joinvega.com", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "joinvega.com普通HTTP403且浏览抓取不可访问，原AI关系notes/social-orbits任务自述未获当前交付核对。保留待核，不抓联系人/关系图或关联其他同名Vega，不把社交数据量作收入。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。" + }, + { + "id": "SRCLOSE1-SR006R-C11", + "companyId": "AI219", + "title": "Cascade 当前交付/官网缺项收尾核对", + "url": "https://usecascade.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "普通HTTP403但浏览可读当前AEC企业RFP发现、提案/规范分析，区别原建设项目预测愿景。部分功能LIVE、其他SOON分列；120M机会额、客户营业额/示例项目非Cascade收入，关联行业应用。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。" + }, + { + "id": "SRCLOSE1-SR006R-C14", + "companyId": null, + "title": "Coalition Systems 当前交付/官网缺项收尾核对", + "url": "https://www.coalition.systems", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "现官网为国防/公共安全生态安全通信、协作和决策支持，未明确自身具体AI任务；创始AI研究背景不当产品AI证据，保留待核。仅商业任务分类，不收录操作/目标识别等实现。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 3887ba645f6b2fe23e98756b57fb27be4caf96fbe8b45aee189fc50c3c26e9a4，634900字节。" + }, + { + "id": "SRCLOSE1-SR006R-C30", + "companyId": null, + "title": "Oasiz 当前交付/官网缺项收尾核对", + "url": "https://www.oasiz.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "oasiz.ai普通HTTP403，浏览指向gobadger.app而无法读取，原游戏社交/AI创作分发和新品牌关系未核。9K小时/300K plays/7M视频观看及创始人旧应用不是平台收入，保留身份/AI交付待核。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。" + }, + { + "id": "SRCLOSE1-SR006R-C33", + "companyId": null, + "title": "PartyHat 当前交付/官网缺项收尾核对", + "url": "https://speedrun.a16z.com/companies/partyhat", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "独立档案公司简介和官网字段均为空，仅自报2025两人，不足以判断AI主营/产品/收费。保留待核，不从PartyHat名字/批次猜业务、域名或收入。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。" + }, + { + "id": "SRCLOSE1-SR006R-C45", + "companyId": null, + "title": "Simula 当前交付/官网缺项收尾核对", + "url": "https://simula.ad", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "当前官网仅广告平台、联系入口及动态轮播计数，AI格式/真实商业交付未明；原5M DAU/100M下载是待接入应用覆盖，约10M net revenue at full rollout为情景/未全部上线，不作已实现净费或ARR，保留待核。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 c0f392eda874179ac8b2d6adf4790868eae5761be925f6f3e91c79206d42118f，49121字节。" + }, + { + "id": "SRCLOSE1-SR006R-C48", + "companyId": null, + "title": "snag 当前交付/官网缺项收尾核对", + "url": "https://snagsublets.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "现官网真实租赁/转租房源市场可读，但原社交帖转换/匹配的专用AI当前未获具体佐证，保留待核。原6.5M/30天是requests金额，页面租金/用户节省及房源数量不是平台成交/收入，具体收费未知。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 b6820f40072ec315ccadd50d402043f6a86288b57d8ff9ec05bae1c469288705，205538字节。" + }, + { + "id": "SRCLOSE1-SR006R-C57", + "companyId": "AI220", + "title": "Vereda 当前交付/官网缺项收尾核对", + "url": "https://www.vereda.ia.br/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已列候选的有限官网/品牌/缺项核对", + "summary": "官网Vera WhatsApp采购及田间顾问与原投资方采购Agent任务对应；厂家直接开票交货、不库存转售、农户无月费/平台费，供应商/伙伴报酬未知。关联行业应用；实际AI方法/合同未独立核，不把采购GMV/农户节省作收入。", + "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 2bbe739276d54360dad91a9db292cd4297e048ba7a4755962062492d4e69ff57，271759字节。" + }, + { + "id": "SRCLOSE1-CREED-USERS", + "companyId": null, + "title": "CREED-USERS 财务范围排除", + "url": "https://speedrun.a16z.com/companies/creed", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已读投资方档案财务口径收尾复核", + "summary": "原Creed档案500K+用户/每周倍增/正单位经济仅采用与成本判断自述，非付费人数/净收入；官网缺失，未核期日、分母、人工和推理/渠道成本，不作ARR。", + "limitation": "不以预测/用户/请求体量、合作方数据或不明确净额增加财务观测，候选引用保留原档案证据。" + }, + { + "id": "SRCLOSE1-SIMULA-ROLLOUT", + "companyId": null, + "title": "SIMULA-ROLLOUT 财务范围排除", + "url": "https://speedrun.a16z.com/companies/simula", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已读投资方档案财务口径收尾复核", + "summary": "原约10M+ net revenue明确at full rollout，且5M+DAU/100M+下载是待集成应用覆盖。保留情景/接入范围，未给实际上线量/净费、币种和指标日，不纳收入样本。", + "limitation": "不以预测/用户/请求体量、合作方数据或不明确净额增加财务观测，候选引用保留原档案证据。" + }, + { + "id": "SRCLOSE1-SNAG-REQUESTS", + "companyId": null, + "title": "SNAG-REQUESTS 财务范围排除", + "url": "https://speedrun.a16z.com/companies/snag", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已读投资方档案财务口径收尾复核", + "summary": "原6.5M requests in last30days，增长40%/月和3K房源为自报；请求价值非已成交租赁/净平台收入。需真实履约/收费/退款、币种/财务日及AI交付，不推ARR。", + "limitation": "不以预测/用户/请求体量、合作方数据或不明确净额增加财务观测，候选引用保留原档案证据。" } ], "reviews": [ @@ -119859,6 +120292,106 @@ "companyIds": [ "AI212" ] + }, + { + "id": "SRCLOSE1-R-PASS", + "type": "剩余初始候选的逐条公开核对", + "company": "本轮20个已有候选", + "scope": "dataset", + "summary": "对仍有初始备注20项做有限当前核对：14官网入口、6缺有效产品网址；官网普通HTTP/浏览结果和品牌变化/缺项逐项存证，5项关联、15项保留。", + "handling": "不再扩源或按标签/批次补AI主营。所有20条初始通用备注已替换具体访问/当前产品或缺字段；已明确未决项不无限重试，不宣称全部注册/技术/财务已独立验证。", + "evidenceIds": [ + "SRCLOSE1-SR005R-C08", + "SRCLOSE1-SR005R-C12", + "SRCLOSE1-SR005R-C16", + "SRCLOSE1-SR005R-C19", + "SRCLOSE1-SR005R-C30", + "SRCLOSE1-SR005R-C34", + "SRCLOSE1-SR005R-C40", + "SRCLOSE1-SR005R-C41", + "SRCLOSE1-SR005R-C43", + "SRCLOSE1-SR005R-C49", + "SRCLOSE1-SR005R-C50", + "SRCLOSE1-SR005R-C55", + "SRCLOSE1-SR005R-C56", + "SRCLOSE1-SR006R-C11", + "SRCLOSE1-SR006R-C14", + "SRCLOSE1-SR006R-C30", + "SRCLOSE1-SR006R-C33", + "SRCLOSE1-SR006R-C45", + "SRCLOSE1-SR006R-C48", + "SRCLOSE1-SR006R-C57" + ] + }, + { + "id": "SRCLOSE1-R-NOURL", + "type": "官网/具体产品缺项", + "company": "Creed、Ocoder、Oleum、Prepp、Sounding、PartyHat", + "scope": "excluded-candidate", + "summary": "六项没有有效产品网址：五项空字段，一项LinkedIn占位；PartyHat简介亦空，Sounding/Pelago品牌对应未知。", + "handling": "仅原档案自报年份/人数与已有任务描述，不猜域名/同名主体或从未读官网推不存在/零收入；保留待核入口和具体所需资料。", + "evidenceIds": [ + "SRCLOSE1-SR005R-C16", + "SRCLOSE1-SR005R-C40", + "SRCLOSE1-SR005R-C41", + "SRCLOSE1-SR005R-C43", + "SRCLOSE1-SR005R-C50", + "SRCLOSE1-SR006R-C33" + ] + }, + { + "id": "SRCLOSE1-R-NONINCOME", + "type": "采用量、预测和请求不是平台收入", + "company": "未决候选及品牌/访问限制", + "scope": "excluded-candidate", + "summary": "Simula约10M为全上线情景、合作应用DAU/下载非自身付费；snag6.5M为请求价值；Creed500K用户和正单位经济未给底表。其余当前AI/品牌/可访问性逐项分列。", + "handling": "原495经营观测不变，未决候选不生成公司或收入。Atrios供应商AI/MCP、Coalition研究背景、Bins照片商品化及Simula服务AI客户不足以自动确认自身AI方法；访问失败/JS包装或品牌重定向不判停业/造假。", + "evidenceIds": [ + "SRCLOSE1-CREED-USERS", + "SRCLOSE1-SIMULA-ROLLOUT", + "SRCLOSE1-SNAG-REQUESTS", + "SRCLOSE1-SR005R-C08", + "SRCLOSE1-SR005R-C12", + "SRCLOSE1-SR005R-C34", + "SRCLOSE1-SR006R-C14", + "SRCLOSE1-SR006R-C30" + ] + }, + { + "id": "SRCLOSE1-R-CLASSIFIED", + "type": "当前交付、未来功能和同名去重", + "company": "doublespeed、SoulLink、Variant、Cascade、Vereda", + "scope": "companies", + "summary": "五项当前官网与AI产品任务自述对应；Cascade改以RFP/提案及LIVE/SOON分列，Variant.ai→.com且不误并Variant-now，Vereda厂家直开票/交货和人工顾问明确。", + "handling": "只有description，不能把营销账号/三维演示、beta/上线标注、客户工程机会或采购节省当性能/净收入。具体收费、平台/创作者/厂商分账、人工和模型/运行成本待真实合同核。", + "evidenceIds": [ + "SRCLOSE1-SR005R-C19", + "SRCLOSE1-SR005R-C49", + "SRCLOSE1-SR005R-C55", + "SRCLOSE1-SR006R-C11", + "SRCLOSE1-SR006R-C57" + ], + "companyIds": [ + "AI216", + "AI217", + "AI218", + "AI219", + "AI220" + ] + }, + { + "id": "MODEL1-AGRI-DIRECT", + "type": "商业模式初评", + "company": "农户免费＋供应商支持的采购渠道", + "scope": "companies", + "summary": "已核事实：Vereda的采购助手与田间顾问服务农户，厂家开票/交货，平台不库存转售；农户无月费/平台费，报酬关联供应商/伙伴但实价未知。", + "handling": "待验证判断：先核谁付费、合同报酬与实际采购履约/退货分账，再记顾问/供应商接入、模型/文件处理、售后争议和获客成本。渠道净报酬、商品GMV及融资/信用服务分开，向供应商收款与农户复购需同时支持；免费农户不等零平台收入，不猜抽佣或按GMV当ARR。", + "evidenceIds": [ + "SRCLOSE1-SR006R-C57" + ], + "companyIds": [ + "AI220" + ] } ], "coverage": { @@ -136103,7 +136636,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR005", "accessedAt": "2026-11-01", - "scope": "公开有限名单59项；22关联、21旧年、1既有超年、0品牌/年份待核、15当前AI/主体待核。机器人评估/硬件、Agent测试、模型后训练与工作助手按具体交付关联，原位置/URL和证据保留；名单不等独立技术/财务验收。", + "scope": "公开有限名单59项；25关联、21旧年、1既有超年、0品牌/年份待核、12当前AI/主体待核。本轮补完初始通用备注为具体官网/字段/身份及收入缺项；保留未决并非全部产品/财务独立验证。", "complete": false, "records": [ { @@ -136224,9 +136757,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C08" + "SRPRO1-P-SR005R-C08", + "SRCLOSE1-SR005R-C08" ], - "note": "已读独立档案，自报Founded 2025、10人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "现官网为Ace工具/优惠推荐、连接个人助手与有偿人际引荐；AI供应商标签和MCP连接本身不证核心AI由Atrios提供，具体AI任务/人工比例、引荐费/分账及当前合同未知，保留主营待核。免费249价值诊断/奖励和客户节省非平台收入。" }, { "id": "SR005R-C09", @@ -136285,9 +136819,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C12" + "SRPRO1-P-SR005R-C12", + "SRCLOSE1-SR005R-C12" ], - "note": "已读独立档案，自报Founded 2025、3人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "普通HTTP403但浏览器可读其App Store：Bins Inc.二手P2P市场、照片创建商品/个性推荐、免费入口。具体AI实现/平台佣金未明，保留主营待核；实物交易总额/评分和免费应用不代净费或零收入。" }, { "id": "SR005R-C13", @@ -136343,9 +136878,11 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C16" + "SRPRO1-P-SR005R-C16", + "SRCLOSE1-SR005R-C16", + "SRCLOSE1-CREED-USERS" ], - "note": "已读独立档案，自报Founded 2025、4人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "档案官网字段为空，仅有Creed Labs语音AI工作室/首产品自述；500K+用户、正单位经济无日期/付费/成本底表。缺当前独立产品网址和具体交付/收费，保留待核，不猜同名网址或推MRR。" }, { "id": "SR005R-C17", @@ -136388,15 +136925,17 @@ "id": "SR005R-C19", "name": "doublespeed", "url": "https://speedrun.a16z.com/companies/doublespeed", - "categoryId": "C00", + "categoryId": "C06", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C19" + "SRPRO1-P-SR005R-C19", + "SRCLOSE1-SR005R-C19" ], - "note": "已读独立档案，自报Founded 2025、11人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "官网当前AI社交内容/托管账号运营及人工微调与档案一致，关联客户运营；具体价格、实收/平台分账及人工/内容/账号维护成本未公开，仅业务分类不搭建自动账号或推广。", + "companyId": "AI216" }, { "id": "SR005R-C20", @@ -136570,9 +137109,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C30" + "SRPRO1-P-SR005R-C30", + "SRCLOSE1-SR005R-C30" ], - "note": "已读独立档案，自报Founded 2025、6人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "普通HTTP403，浏览器当前官网可读服装审美/ontology研究及商店/应用入口，AI具体任务和商业交付未明。保留主营待核，不把服装研究/AI投资批次当AI营收或从抓取失败推停业。" }, { "id": "SR005R-C31", @@ -136633,9 +137173,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C34" + "SRPRO1-P-SR005R-C34", + "SRCLOSE1-SR005R-C34" ], - "note": "已读独立档案，自报Founded 2025、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "withbasis.co HTTP200仅JavaScript解包提示，浏览抓取超时；原Luvu档案标题为Basis/The Human Foundation behind Frontier AI，当前品牌/主体及具体交付未核。未执行包或借同名Basis公司，保留待核。" }, { "id": "SR005R-C35", @@ -136719,9 +137260,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C40" + "SRPRO1-P-SR005R-C40", + "SRCLOSE1-SR005R-C40" ], - "note": "已读独立档案，自报Founded 2025、3人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "档案官网字段为空，原述非技术人员在真实代码库构建/共享方案工具；具体当前产品/代码权限/收费与法律主体未核。保留待核，不猜同名Ocoder网址或以vibe coding标签推现有交付。" }, { "id": "SR005R-C41", @@ -136733,9 +137275,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C41" + "SRPRO1-P-SR005R-C41", + "SRCLOSE1-SR005R-C41" ], - "note": "已读独立档案，自报Founded 2025、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "档案官网字段为空，原述AI数据交互和未来基础设施愿景；具体当前产品、客户和收费未知。保留待核，不将未来通用层愿景当当前服务或关联同名能源公司。" }, { "id": "SR005R-C42", @@ -136765,9 +137308,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C43" + "SRPRO1-P-SR005R-C43", + "SRCLOSE1-SR005R-C43" ], - "note": "已读独立档案，自报Founded 2025、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "档案官网字段为空，教育内容/批改/出勤模块为自述，当前AI方法/实际产品和学校采购未核。保留待核，不收集学生资料或把教育任务自动当AI已交付。" }, { "id": "SR005R-C44", @@ -136849,15 +137393,17 @@ "id": "SR005R-C49", "name": "SoulLink", "url": "https://speedrun.a16z.com/companies/soullink", - "categoryId": "C00", + "categoryId": "C09", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C49" + "SRPRO1-P-SR005R-C49", + "SRCLOSE1-SR005R-C49" ], - "note": "已读独立档案，自报Founded 2025、6人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "官网当前3D AI陪伴/交互记忆及beta入口与原档案对应，关联个人应用；Sept2026上线为厂商标注，实际可用/付费/留存与渲染、模型、记忆/支持成本未知，未下载或互动。", + "companyId": "AI217" }, { "id": "SR005R-C50", @@ -136869,9 +137415,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C50" + "SRPRO1-P-SR005R-C50", + "SRCLOSE1-SR005R-C50" ], - "note": "已读独立档案，自报Founded 2025、1人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "官网字段为linkedin.com/in/notavailable占位而非有效产品网址；档案Sounding描述Pelago语音wellness品牌，当前品牌/主体/具体AI产品未对应。保留待核，不借其他同名Pelago及前公司数据。" }, { "id": "SR005R-C51", @@ -136944,15 +137491,17 @@ "id": "SR005R-C55", "name": "Variant", "url": "https://speedrun.a16z.com/companies/variant", - "categoryId": "C00", + "categoryId": "C08", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C55" + "SRPRO1-P-SR005R-C55", + "SRCLOSE1-SR005R-C55" ], - "note": "已读独立档案，自报Founded 2025、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "原tryvariant.ai重定向tryvariant.com，当前文本/梗图到可玩小游戏、remix社区beta与AI档案任务对应；同名SR006 Variant-now不合并，收费/实际生成、留存和创作者分账未知。", + "companyId": "AI218" }, { "id": "SR005R-C56", @@ -136964,9 +137513,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C56" + "SRPRO1-P-SR005R-C56", + "SRCLOSE1-SR005R-C56" ], - "note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "joinvega.com普通HTTP403且浏览抓取不可访问，原AI关系notes/social-orbits任务自述未获当前交付核对。保留待核，不抓联系人/关系图或关联其他同名Vega，不把社交数据量作收入。" }, { "id": "SR005R-C57", @@ -137017,7 +137567,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006", "accessedAt": "2026-11-01", - "scope": "公开SR006有限名单59项；39关联、5旧年、0既有超年、3品牌/年份待核、12当前AI/主体待核。照片/健康/体育/高校/音频任务关联，PicPet真实应用/订阅可读但AI仍缺；原位置/URL/证据保留。", + "scope": "公开有限名单59项；41关联、5旧年、0既有超年、3品牌/年份待核、10当前AI/主体待核。本轮补完初始通用备注为具体官网/字段/身份及收入缺项；保留未决并非全部产品/财务独立验证。", "complete": false, "records": [ { @@ -137195,15 +137745,17 @@ "id": "SR006R-C11", "name": "Cascade", "url": "https://speedrun.a16z.com/companies/cascade", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C11" + "SRPRO1-P-SR006R-C11", + "SRCLOSE1-SR006R-C11" ], - "note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "普通HTTP403但浏览可读当前AEC企业RFP发现、提案/规范分析，区别原建设项目预测愿景。部分功能LIVE、其他SOON分列；120M机会额、客户营业额/示例项目非Cascade收入，关联行业应用。", + "companyId": "AI219" }, { "id": "SR006R-C12", @@ -137250,9 +137802,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C14" + "SRPRO1-P-SR006R-C14", + "SRCLOSE1-SR006R-C14" ], - "note": "已读独立档案，自报Founded 2025、4人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "现官网为国防/公共安全生态安全通信、协作和决策支持，未明确自身具体AI任务；创始AI研究背景不当产品AI证据，保留待核。仅商业任务分类，不收录操作/目标识别等实现。" }, { "id": "SR006R-C15", @@ -137512,9 +138065,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C30" + "SRPRO1-P-SR006R-C30", + "SRCLOSE1-SR006R-C30" ], - "note": "已读独立档案，自报Founded 2025、4人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "oasiz.ai普通HTTP403，浏览指向gobadger.app而无法读取，原游戏社交/AI创作分发和新品牌关系未核。9K小时/300K plays/7M视频观看及创始人旧应用不是平台收入，保留身份/AI交付待核。" }, { "id": "SR006R-C31", @@ -137555,9 +138109,10 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C33" + "SRPRO1-P-SR006R-C33", + "SRCLOSE1-SR006R-C33" ], - "note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "独立档案公司简介和官网字段均为空，仅自报2025两人，不足以判断AI主营/产品/收费。保留待核，不从PartyHat名字/批次猜业务、域名或收入。" }, { "id": "SR006R-C34", @@ -137763,9 +138318,11 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C45" + "SRPRO1-P-SR006R-C45", + "SRCLOSE1-SR006R-C45", + "SRCLOSE1-SIMULA-ROLLOUT" ], - "note": "已读独立档案，自报Founded 2025、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "当前官网仅广告平台、联系入口及动态轮播计数，AI格式/真实商业交付未明；原5M DAU/100M下载是待接入应用覆盖，约10M net revenue at full rollout为情景/未全部上线，不作已实现净费或ARR，保留待核。" }, { "id": "SR006R-C46", @@ -137808,9 +138365,11 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C48" + "SRPRO1-P-SR006R-C48", + "SRCLOSE1-SR006R-C48", + "SRCLOSE1-SNAG-REQUESTS" ], - "note": "已读独立档案，自报Founded 2025、4人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "现官网真实租赁/转租房源市场可读，但原社交帖转换/匹配的专用AI当前未获具体佐证，保留待核。原6.5M/30天是requests金额，页面租金/用户节省及房源数量不是平台成交/收入，具体收费未知。" }, { "id": "SR006R-C49", @@ -137960,15 +138519,17 @@ "id": "SR006R-C57", "name": "Vereda", "url": "https://speedrun.a16z.com/companies/vereda", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C57" + "SRPRO1-P-SR006R-C57", + "SRCLOSE1-SR006R-C57" ], - "note": "已读独立档案，自报Founded 2025、8人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "官网Vera WhatsApp采购及田间顾问与原投资方采购Agent任务对应；厂家直接开票交货、不库存转售、农户无月费/平台费，供应商/伙伴报酬未知。关联行业应用；实际AI方法/合同未独立核，不把采购GMV/农户节省作收入。", + "companyId": "AI220" }, { "id": "SR006R-C58", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 09ef221..100ed30 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr-learning-health-1", + "version": "2026-11-01-source-closeout-1", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138旧年、88自报两年：54已补官网关联、29当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批134关联、1既有超年、145旧年、6品牌/年份、35当前AI/交付待核。新增Auto/Clair/Snapp/Straia/SUN，PicPet应用/订阅存在但AI任务待核。新增21证据和两条Clair原始财务声明，均排除比较；原493、ARR/MRR及YC覆盖保留。免费/购买未开、2027预订、D2C标签和B2B签约/用户留存分列，不当当前ARR/独立能力或临床认证。", - "nextCheck": "继续29个新批次及SR007六个主营待核、10复用变化；核成立/品牌/注册及实际合同。Clair两渠道期间/财务日、预订/交货退款和软件促销转费，Auto当前Photos与旧Frames、Snapp条款/收费和自有榜，Straia机构采购/接入维护，SUN购买开放及每分钟/模型额度成本，PicPet实际AI/留存分母和政策缺项待补。不得从DAU、合同/标价、预测结果或训练规模推ARR/造假概率。", + "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138旧年、88自报两年：59已补官网关联、24当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未冒充本轮重读。七批139关联、1既有超年、145旧年、6品牌/年份、30当前AI/交付待核。最后20个初始备注已逐项核对14官网和6缺有效网址，替换具体缺项；5新关联，15留未决，不继续扩池。新增23证据，原495经营记录/ARR/MRR和YC保留。有限来源逐条核对并保留未决，不证明未公开公司覆盖或全部注册/技术/财务审计。", + "nextCheck": "本轮有限公开来源首轮核对已落实具体记录/缺项；24新批次及SR007六项AI/身份、六项年份未决保留，不用标签强填。后续只有新增公司原件、可访问产品、注册/品牌链或真实合同/净费/财务日出现时补证；不无限重试同一空页/权限失败，也不由采用/请求/未来全上线预测推ARR/造假。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3189,8 +3189,8 @@ }, "outsideTargetYears": 138, "targetYearSelfReports": 88, - "newLinkedCompanies": 54, - "pendingCurrentAIOrIdentity": 29, + "newLinkedCompanies": 59, + "pendingCurrentAIOrIdentity": 24, "records": [ { "candidateId": "SR001R-C01", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 4da0356..f6f4ddf 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr-learning-health-1", + "sourceVersion": "2026-11-01-source-closeout-1", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",