diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 75edeb2..1273c59 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, 1159); + assert.equal(research.companies.length, 1163); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3888); + assert.equal(research.evidence.length, 3907); assert.equal(research.observations.length, 453); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index a528f72..335b9b9 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -47,8 +47,8 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1159); - assert.equal(initial.evidence.length, 3888); + assert.equal(initial.companies.length, 1163); + assert.equal(initial.evidence.length, 3907); assert.equal(initial.observations.length, 453); 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"); @@ -89,7 +89,7 @@ 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, 198); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 55); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 57); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -109,11 +109,11 @@ 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), 1159); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1163); assert.equal(summary.reduce((n, c) => n + c.self, 0), 58); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1080); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1084); 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")); @@ -148,7 +148,7 @@ 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, 143); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 147); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 24); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -430,7 +430,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 78); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 80); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 05b4cf1..e3977b4 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-tc26-auto-1", + "version": "2026-10-31-tc26-enterprise-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": [ @@ -36064,6 +36064,162 @@ "TCMI25-COSMIC-DOCS" ] } + }, + { + "id": "TC-APEX-REPLICANT", + "name": "Apex Replicant", + "url": "https://apexreplicant.com/", + "channel": "S02", + "cat": "C05", + "year": 2025, + "team": null, + "location": "Las Vegas, Nevada（公司自述）", + "business": "专家知识传承、内部问答及判断辅助", + "buyer": "制造企业、专业服务与内部培训/业务连续性团队", + "delivery": "结构化访谈与资料导入后提供语音/文字数字学徒；未知问题转专家，持续维护知识。", + "notes": "公司自报2025；零幻觉属于厂商架构宣称，官网合成工程师不当客户实绩。", + "cohort": "2025（公司/加速器公开字段；精确注册待核）", + "teamBasis": "公司主页2—10范围，不取中点；精确团队未知", + "price": "30天Proof原$1247一次性；Sentinel原$1497/月起，另有按时超量。", + "stage": "公开产品与方案可读；付费、合同与交付结果未独立核实", + "sourceType": "竞赛名单发现、公司及加速器原始材料", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-APEX-HOME", + "TC26ENT1-APEX-YEAR", + "TC26ENT1-APEX-PRICING" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.linkedin.com/company/expert-scale-ai", + "businessModel": "一次性验证、按月小时池软件/知识维护与专家市场分成；人工访谈、知识更新及专家报酬须拆。", + "entityBasis": "Apex经营品牌与公司主页同域对应；expert-scale-ai路径及精确法人、登记沿革待核。", + "classificationBasis": "人工复核：专家知识传承、内部问答及判断辅助 按当前交付归类，未由参赛类别直接推定。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "当前产品与交付流程为厂商描述；本轮没有独立产品横测、执行外部软件或核验实际成功率。", + "evidenceIds": [ + "TC26ENT1-APEX-HOME", + "TC26ENT1-APEX-YEAR", + "TC26ENT1-APEX-PRICING" + ] + } + }, + { + "id": "TC-ARISO", + "name": "Ariso", + "url": "https://ariso.ai/", + "channel": "S02", + "cat": "C05", + "year": 2025, + "team": null, + "location": "Austin, Texas（公司自述）", + "business": "连接现有工作工具的项目与管理助手", + "buyer": "个人管理者、团队与企业运营负责人", + "delivery": "通过Slack及Google工作资料生成跟进、项目状态与优先级；团队版加入管理视图。", + "notes": "公司主页自报2025；本轮未读取开源代码、SOC2报告或测任务效果，技术等级保留描述。", + "cohort": "2025（公司/加速器公开字段；精确注册待核）", + "teamBasis": "公司主页11—50范围，不取中点；关联员工数不当精确团队", + "price": "个人免费起步后原$1/日；团队定制，无已实现收入披露。", + "stage": "公开产品与方案可读；付费、合同与交付结果未独立核实", + "sourceType": "竞赛名单发现、公司及加速器原始材料", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-ARISO-HOME", + "TC26ENT1-ARISO-YEAR" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.linkedin.com/company/ariso-ai", + "businessModel": "个人按日报价与企业定制；授权接入、持续同步、推理和团队实施成本待拆。", + "entityBasis": "公司主页网址同域；精确注册主体、成立日期与合同/产品组合边界未知。", + "classificationBasis": "人工复核：连接现有工作工具的项目与管理助手 按当前交付归类，未由参赛类别直接推定。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "当前产品与交付流程为厂商描述；本轮没有独立产品横测、执行外部软件或核验实际成功率。", + "evidenceIds": [ + "TC26ENT1-ARISO-HOME", + "TC26ENT1-ARISO-YEAR" + ] + } + }, + { + "id": "TC-BOUNTY", + "name": "Bounty", + "url": "https://trybounty.ai/", + "channel": "S02", + "cat": "C05", + "year": 2026, + "team": 2, + "location": "New York City（加速器档案）", + "business": "面向小企业的Agent任务成果交易市场", + "buyer": "创业者与小企业买方、第三方Agent运营者", + "delivery": "买方定义成果/验收，Agent运营者竞标，预收任务款在核验及买方审阅后释放。", + "notes": "加速器2026成立、2人；第三方Agent和参与者不算公司员工。GMV、客户承诺与旧创业收入均不作自身ARR。", + "cohort": "2026（公司/加速器公开字段；精确注册待核）", + "teamBasis": "Speedrun公开档案2026-10-31读取为2Employees；非独立人事审计", + "price": "按任务付费；净抽成和企业经常任务合同价格未知。", + "stage": "公开产品与方案可读；付费、合同与交付结果未独立核实", + "sourceType": "竞赛名单发现、公司及加速器原始材料", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-BOUNTY-HOME", + "TC26ENT1-BOUNTY-ACCELERATOR" + ], + "revenueStatus": "unknown", + "extraUrl": "https://speedrun.a16z.com/companies/bounty", + "businessModel": "成果交易/验收与第三方供给；任务本金、运营者支付、退款和平台净服务费须拆，实际经常净收入未知。", + "entityBasis": "a16z档案同域且列AashnaDoshi/ShivamPatel；精确法律主体、登记及资金托管底表未知。", + "classificationBasis": "人工复核：面向小企业的Agent任务成果交易市场 按当前交付归类，未由参赛类别直接推定。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "当前产品与交付流程为厂商描述；本轮没有独立产品横测、执行外部软件或核验实际成功率。", + "evidenceIds": [ + "TC26ENT1-BOUNTY-HOME", + "TC26ENT1-BOUNTY-ACCELERATOR" + ] + } + }, + { + "id": "TC-COLLAR", + "name": "Collar", + "url": "https://usecollarai.com", + "channel": "S02", + "cat": "C07", + "year": 2026, + "team": 4, + "location": "San Francisco（YC档案）", + "business": "上市公司投资者关系与财务沟通助手", + "buyer": "IR团队、CFO与CEO", + "delivery": "结合公司公开文件/会议信息维护投资者CRM，并辅助Q&A和沟通材料准备。", + "notes": "YC2026字段明确；伙伴市值与界面演示财务不属公司收入，推测股价影响未独立验证。", + "cohort": "2026（公司/加速器公开字段；精确注册待核）", + "teamBasis": "YC公开档案读取为TeamSize4；非独立人事审计", + "price": "联系演示；价格、单位与合同周期未公开。", + "stage": "公开产品与方案可读；付费、合同与交付结果未独立核实", + "sourceType": "竞赛名单发现、公司及加速器原始材料", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-COLLAR-HOME", + "TC26ENT1-COLLAR-YEAR", + "TC26ENT1-COLLAR-ABOUT" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.ycombinator.com/companies/collar/jobs", + "businessModel": "投资者关系软件/数据集成；席位、企业合同、外部数据许可与实施人工收费边界未知。", + "entityBasis": "YC官方website与当前站对应；精确法律主体、合同和原始注册未知。", + "classificationBasis": "人工复核：上市公司投资者关系与财务沟通助手 按当前交付归类，未由参赛类别直接推定。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "当前产品与交付流程为厂商描述；本轮没有独立产品横测、执行外部软件或核验实际成功率。", + "evidenceIds": [ + "TC26ENT1-COLLAR-HOME", + "TC26ENT1-COLLAR-YEAR", + "TC26ENT1-COLLAR-ABOUT" + ] + } } ], "observations": [ @@ -85951,6 +86107,215 @@ "kind": "2026名单公司/机构原始材料与访问范围复核", "summary": "大学2026-02创业原文介绍PREACT运动预测/振动提示、Schulman/Awtar，称2025-12获FuelConsumerIT支持后推进。", "limitation": "机构宣介与80%自报改善不等本轮独立对照验证；大学资助、路测和计划消费者交付不是ARR，未执行购买/预订。" + }, + { + "id": "TC26ENT1-AIEEV-YEAR", + "companyId": null, + "title": "AIEEV公司博客所载创办访谈", + "url": "https://www.aieev.com/post/connecting-idle-gpus-to-reduce-ai-infrastructure-costs-the-challenge-of-distributed-cloud-startup-a", + "publishedAt": "2025-11-23", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公司转载访谈明确SaejinPark于2024年初创办AIEEV；利用闲置PC/网吧GPU建立分布式推理云。", + "limitation": "2025-11-23文章的商业客户/PoC与成本性能均为旧时点自述；硬件报价、节点数、融资计划不是ARR，未独立测试。" + }, + { + "id": "TC26ENT1-APEX-HOME", + "companyId": "TC-APEX-REPLICANT", + "title": "Apex Replicant专家判断平台", + "url": "https://apexreplicant.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "以专家知识构建可语音/文字查询的DigitalProtege，边界问题转真人；官网Ray制造工程师明确为合成示例。", + "limitation": "示例不是客户合同；零幻觉、专利申请、上线速度不能当独立技术验证。" + }, + { + "id": "TC26ENT1-APEX-YEAR", + "companyId": "TC-APEX-REPLICANT", + "title": "Apex公司公开主页成立字段", + "url": "https://www.linkedin.com/company/expert-scale-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公司主页同域apexreplicant.com，自报Founded2025、LasVegas及2—10团队范围。", + "limitation": "公司自填年份非精确登记；关联员工数不当团队审计，expert-scale-ai路径沿革未核。" + }, + { + "id": "TC26ENT1-APEX-PRICING", + "companyId": "TC-APEX-REPLICANT", + "title": "Apex当前收费方案", + "url": "https://apexreplicant.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "30天Proof原文$1247一次性；Sentinel从$1497/月起，含小时池及知识访谈/训练。专家市场专家保留70%、平台30%。", + "limitation": "原$未直接补USD；报价不等已成交。一次性验证费、月费、超时及专家分成须拆，人工成本和实际续订未核。" + }, + { + "id": "TC26ENT1-ARISO-HOME", + "companyId": "TC-ARISO", + "title": "Ariso Ari产品与当前报价", + "url": "https://ariso.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "Ari连接Slack、Gmail及Google工作资料，维护项目、优先级和跟进；个人免费起步后原$1/日，团队定制。", + "limitation": "日价不能乘用户或年化造收入；开源入口、SOC2及效果为厂商描述，本轮未读代码、审计报告或实测。" + }, + { + "id": "TC26ENT1-ARISO-YEAR", + "companyId": "TC-ARISO", + "title": "Ariso公司主页成立字段", + "url": "https://www.linkedin.com/company/ariso-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公司自报Founded2025、AustinTexas，11—50员工范围且网址ariso.ai对应。", + "limitation": "公司自填年/人数范围不等独立注册或团队核验；旧雇主、前创业、其他产品收入不继承。" + }, + { + "id": "TC26ENT1-ARUSTO-HOME", + "companyId": null, + "title": "Arusto学习内容生成与导出", + "url": "https://www.arusto.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "原始材料生成课程、课件、视频、评测及LMS可用SCORM/xAPI内容，包含审阅与教学结构。", + "limitation": "速度/成本宣传及匿名案例非独立评测；当前产品证据不证明成立年份。" + }, + { + "id": "TC26ENT1-ARUSTO-YEAR", + "companyId": null, + "title": "Arusto公司主页缺少成立字段", + "url": "https://www.linkedin.com/company/arusto/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公司页同域，介绍企业学习内容创建/治理；NewYork、2—10范围，本轮可读页无Founded字段。", + "limitation": "关联24员工显示与2—10范围不同，均不取作审计人数；未取得原始成立日期。" + }, + { + "id": "TC26ENT1-ARUSTO-TERMS", + "companyId": null, + "title": "Arusto订阅条款", + "url": "https://www.arusto.ai/termsofuse", + "publishedAt": "2026-04-24", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "条款列ArustoInc.、2026-04-24生效，Starter/Professional/Enterprise方案与续订；大额企业合同以MSA优先。", + "limitation": "条款生效日不当成立年；大于$100K合同适用MSA为条款阈值，不证明已签合同/ARR；未见当前价格及实际回款。" + }, + { + "id": "TC26ENT1-BOUNTY-HOME", + "companyId": "TC-BOUNTY", + "title": "Bounty任务结果市场", + "url": "https://trybounty.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "买方设交付验收条件，Agent运营者竞标；先收款，验收后释放。官网称按任务付费、无月订阅。", + "limitation": "任务数、用户数、verifiedearnings和争议率为厂商指标；平台未公开净抽成/毛利，不等自身收入。" + }, + { + "id": "TC26ENT1-BOUNTY-ACCELERATOR", + "companyId": "TC-BOUNTY", + "title": "Bounty加速器档案与GMV口径", + "url": "https://speedrun.a16z.com/companies/bounty", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "Speedrun007列2026成立、2人、纽约，同域。档案称9月年化GMV>$1M、10月目标>$1.5M，以及15企业每月>$15K经常客户承诺。", + "limitation": "GMV/预测/承诺均非已实现平台ARR，原$币种与财务截至日待核；创始人过去企业$2M履历不继承。本轮未核合同、履行、退款或净费。" + }, + { + "id": "TC26ENT1-BUZZ-HOME", + "companyId": null, + "title": "vling当前网红营销平台", + "url": "https://vling.net/en", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "vling/AgentV用于YouTube创作者检索、受众/频道分析及合作报价辅助，有企业与广告代理服务入口。", + "limitation": "动画数字在静态正文乱码，不提取用户规模；广告主支出/创作者收入、代理服务及软件净费须分开。" + }, + { + "id": "TC26ENT1-BUZZ-YEAR", + "companyId": null, + "title": "大学托管BuzzBeyond企业实习计划原表", + "url": "https://www.hallym.ac.kr/bbs/hlsw/563/229132/download.do", + "publishedAt": "2026-04-16", + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "企业原表列버즈앤비(주)、BUZZ&BEYOND、vling.net及2019-05-14开业，2026-04-16提交。", + "limitation": "大学托管的企业自填材料，不是工商实时核验或财务审计；表内营收未核期间/单位/软件占比，不转ARR。" + }, + { + "id": "TC26ENT1-COLLAR-HOME", + "companyId": "TC-COLLAR", + "title": "Collar投资者关系产品", + "url": "https://www.usecollarai.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "向IR/CFO/CEO提供投资者CRM、文件问答、收益电话准备与回应辅助。", + "limitation": "界面内季度收入/现金流/股价为演示上下文，不是Collar自身收入；当前合同、计费、实际付费规模未公开。" + }, + { + "id": "TC26ENT1-COLLAR-YEAR", + "companyId": "TC-COLLAR", + "title": "YC Collar公开招聘页成立与团队", + "url": "https://www.ycombinator.com/companies/collar/jobs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "YC列Founded2026、F26、TeamSize4、SanFrancisco，官方website为usecollarai.com。", + "limitation": "目录字段为公开档案，非精确法律注册或人事审计；无招聘岗位不当停业/零人员。" + }, + { + "id": "TC26ENT1-COLLAR-ABOUT", + "companyId": "TC-COLLAR", + "title": "Collar合作伙伴规模口径", + "url": "https://www.usecollarai.com/about.html", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "About列IRpartners合计市值>$300B、90+集成与12000+投资组合经理映射。", + "limitation": "合作方市值、集成数、被映射人数均非收入/实际客户；创始人旧机构经历不继承。未见公司ARR。" + }, + { + "id": "TC26ENT1-COTRIPLY-HOME", + "companyId": null, + "title": "Cotriply当前原域访问范围", + "url": "https://cotriply.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "普通HTML200和网页工具仅标题AIGroupTravelConcierge可读；没有可核产品正文。", + "limitation": "不把HTML200当已读产品；本轮未提交出行信息、进入结账或执行外部脚本。" + }, + { + "id": "TC26ENT1-COTRIPLY-YEAR", + "companyId": null, + "title": "Cotriply公司主页与旅行社关联", + "url": "https://www.linkedin.com/company/cotriply/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公司主页自报2025、2—10范围；描述面向企业/旅行专业人士的AI团体旅行平台，背靠IvoryLuxeJourneys，所链官网为旅行社/cotriply。", + "limitation": "品牌自报年份不证明独立新法律实体；与本期cotriply.ai、旅行社及TICO编号的主体/注册沿革待核，不继承旧代理业务营收。" + }, + { + "id": "TC26ENT1-COTRIPLY-AGENCY", + "companyId": null, + "title": "Cotriply所链旅行社页访问失败", + "url": "https://ivoryluxejourneys.com/cotriply", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方/公司自述：2026企业组原始资料复核", + "summary": "公司主页所链原页普通HTTP403，本轮未取得正文。", + "limitation": "访问失败不推定停业；旅行社成立、品牌成立、平台独立合同与AI交付待核，预订总额/机酒代付不当SaaS净ARR。" } ], "reviews": [ @@ -92891,6 +93256,45 @@ "TC26AUTO-URBANCHAIN-HOME" ], "handling": "原始HTML名单计数/分类、空锚和2025对账保留，不拿参赛年替成立；原站不可读与替代机构/公司资料分列，候选已登记不等原始法人/AI/财务已确认，未完成两年档案。" + }, + { + "id": "TC26ENT1-R-FINANCE", + "type": "企业软件收费与非收入口径", + "company": "2026企业组前8项", + "scope": "dataset", + "summary": "Apex一次性验证/月费/专家报酬；Ariso日价；ArustoMSA阈值；BountyGMV/客户承诺和第三方Agent支付；Collar伙伴市值/演示财务；Cotriply旅行预订本金均与已实现自身经常净收入分开。", + "evidenceIds": [ + "TC26ENT1-APEX-PRICING", + "TC26ENT1-ARISO-HOME", + "TC26ENT1-ARUSTO-TERMS", + "TC26ENT1-BOUNTY-ACCELERATOR", + "TC26ENT1-BOUNTY-HOME", + "TC26ENT1-COLLAR-HOME", + "TC26ENT1-COLLAR-ABOUT", + "TC26ENT1-COTRIPLY-YEAR", + "TC26ENT1-BUZZ-YEAR" + ], + "handling": "无新增收入观测，4新公司revenueStatus未知；不把承诺或报价年化，不继承创始人/旅行社/合作方收入。后续核合同、履行、收入确认、退款、净抽成及实施人力，缺项不自动指向造假。" + }, + { + "id": "TC26ENT1-R-ROSTER", + "type": "2026企业组有限名单推进", + "company": "2026总入口具名201URL", + "scope": "dataset", + "summary": "前8原网址登记，4新关联、2范围外、2成立/主体待核；原具名201中21已登记、180待核，另3空锚。Cotriply原域外壳与旅行社403分别保留。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-AIEEV-YEAR", + "TC26ENT1-APEX-YEAR", + "TC26ENT1-ARISO-YEAR", + "TC26ENT1-ARUSTO-YEAR", + "TC26ENT1-BOUNTY-ACCELERATOR", + "TC26ENT1-BUZZ-YEAR", + "TC26ENT1-COLLAR-YEAR", + "TC26ENT1-COTRIPLY-YEAR", + "TC26ENT1-COTRIPLY-AGENCY" + ], + "handling": "保留2025入口、2026原始名单与空锚，不用参赛年/条款日期推成立；公司主页自报与机构字段分列。当前交付仅描述等级，未执行产品或确认独立效果，未完成全部来源。" } ], "coverage": { @@ -101867,6 +102271,143 @@ ] } ] + }, + { + "id": "TC-2026-battlefield-enterprise-1", + "sourceId": "S02", + "url": "https://techcrunch.com/2026/08/20/the-2026-startup-battlefield-200-is-here-see-who-made-the-cut/", + "accessedAt": "2026-10-31", + "scope": "2026总入口企业组前8项逐项访问：Apex/Ariso公司自报2025、Bounty加速器2026、CollarYC2026关联4新公司；AIEEV2024和Buzz2019暂范围外，Arusto成立、Cotriply新旧主体沿革待核。收入未知，不把GMV/承诺/伙伴市值/报价当ARR。2026现21具名网址登记，余180及3空锚待核。", + "complete": false, + "records": [ + { + "id": "TC26-ENT-AIEEV", + "name": "AIEEV Inc", + "url": "https://www.aieev.com", + "categoryId": "C02", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "公司博客转载访谈明确2024年初创办，暂归成立年范围外；分布式GPU推理云。算力使用费、资源供给分成与GPU硬件价值须拆，旧PoC/商业客户自述不补收入。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-AIEEV-YEAR" + ] + }, + { + "id": "TC26-ENT-APEX", + "name": "Apex Replicant", + "url": "http://apexreplicant.com", + "categoryId": "C05", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "公司自报2025成立，关联主表；当前为专家知识问答，保留人工访谈/维护与月费拆分，报价和合成示例不当ARR。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-APEX-HOME", + "TC26ENT1-APEX-YEAR", + "TC26ENT1-APEX-PRICING" + ], + "companyId": "TC-APEX-REPLICANT" + }, + { + "id": "TC26-ENT-ARISO", + "name": "Ariso", + "url": "https://ariso.ai", + "categoryId": "C05", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "公司自报2025，按通用企业工作关联；当前个人日价/团队定制与已实现经常收入分开，未凭开源导航或安全标识升级技术等级。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-ARISO-HOME", + "TC26ENT1-ARISO-YEAR" + ], + "companyId": "TC-ARISO" + }, + { + "id": "TC26-ENT-ARUSTO", + "name": "Arusto", + "url": "https://www.arusto.ai/", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "企业教学内容和治理归行业专业应用；公司页无Founded，条款日期不替成立，保留pending-year。ArustoInc.为条款自述主体，合同阈值不当销售，自动续订条款不证明实际订阅。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-ARUSTO-HOME", + "TC26ENT1-ARUSTO-YEAR", + "TC26ENT1-ARUSTO-TERMS" + ] + }, + { + "id": "TC26-ENT-BOUNTY", + "name": "Bounty", + "url": "https://trybounty.ai", + "categoryId": "C05", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "加速器2026成立并关联主表；以通用成果采购归C05，不将200Agent供给者当本公司团队。9月年化GMV、10月预测和每月客户承诺分列于证据，不新增ARR或MRR观测。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-BOUNTY-HOME", + "TC26ENT1-BOUNTY-ACCELERATOR" + ], + "companyId": "TC-BOUNTY" + }, + { + "id": "TC26-ENT-BUZZ", + "name": "Buzz & Beyond", + "url": "http://vling.net/en", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "大学托管原企业表以vling.net对应BUZZ&BEYOND、2019开业，暂归范围外，不与同名印度营销机构混同；现AI营销不重置旧公司成立。代理交易额与软件收入须拆。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-BUZZ-HOME", + "TC26ENT1-BUZZ-YEAR" + ] + }, + { + "id": "TC26-ENT-COLLAR", + "name": "Collar AI", + "url": "https://usecollarai.com", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "YC官方公开页2026成立/4人关联；IR属于专业金融沟通应用，伙伴市值和界面内示例财务不作自身ARR。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-COLLAR-HOME", + "TC26ENT1-COLLAR-YEAR", + "TC26ENT1-COLLAR-ABOUT" + ], + "companyId": "TC-COLLAR" + }, + { + "id": "TC26-ENT-COTRIPLY", + "name": "Cotriply", + "url": "https://cotriply.ai", + "categoryId": "C07", + "kind": "company", + "profileStatus": "unavailable", + "status": "pending-year", + "note": "公司页自报2025但链接旅行社旧路径，当前原域仅标题且旅行社403；品牌/新公司与精确运营主体沿革待核，不新增主公司。团体旅行预订本金、代理佣金、软件净费分开，不把TICO编号当成立/财务核验。", + "evidenceIds": [ + "TC26AG-INDEX", + "TC26ENT1-COTRIPLY-HOME", + "TC26ENT1-COTRIPLY-YEAR", + "TC26ENT1-COTRIPLY-AGENCY" + ] + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index c073938..d8a3fe5 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-tc26-auto-1", + "version": "2026-10-31-tc26-enterprise-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。", @@ -28,8 +28,8 @@ "techcrunch.com" ], "initialAccess": "AI栏目可读取", - "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。 首次登记2025政府/法律名单正文11项（标题称10）时：7项范围外或既有业务、4项成立/主体待核；当时未新增主公司或ARR，非全部200或两年档案。 另将2025金融/地产名单14项全部登记：11项范围外/既有业务，3项年份/主体/AI待核；不新增公司或收入，不等其余竞赛类别。 另将2025生物技术名单9项全部登记：8项范围外或既有业务，1项产品与主体对应待核；不新增公司或收入，非全部竞赛类别。 后续补证：政府/法律名单Aparti关联2025主公司，Pytho按既有业务排除；该11项现1关联、8范围外、2待核，原始访问记录保留。 另将2025安全类别名单9项全部登记并逐项追原始/公司公开资料，9项均有2020—2024成立或旧业务线索，暂归范围外。官网外壳、产品转向及同名不同站点单列，不新增公司或收入；非完整200或两年档案。 另将2025消费/教育类别26项逐项登记并尝试官网，21项按原始/公司公开年份或旧业务资料暂归范围外，5项成立/主体待核；不新增主公司或收入。硬件、真人交易、礼券、培训/软件混合及AI核心缺项保留，不等全部200或两年档案。 另完整登记2025农业/食品单篇14项：Clave公司自报2025关联新主公司，13项按旧成立/业务暂归范围外；官网外壳/失败与替代原始资料分列，AquaWise2023/2024差异保留，不等全部200或两年档案。 另登记2025航天/防务单篇7项：6项旧主体范围外、Endox1项成立待原始补证；HANCE后继Rapidly衍生单列1项新法人2026关联，不冒充额外参赛者。官方登记检索正文可读但直达/API缺项保留，仍非全部200/两年档案。 另完整登记清洁能源单篇22项：20项按旧主体/企业项目暂归范围外，Gemini/ShellVive2项成立/AI主营待核，无新增主公司或收入。原总入口普通HTML结构实计201唯一公司URL；累计补娱乐6、物流制造16、总入口补充2及健康33项后，现201项均有候选登记：193完整规范URL一致、7项经原始跳转/反链确认网页对应、1项SaveFirst/Perfingo原网址与当前运营者沿革待核，无未登记URL，非全部名单完成。 前一娱乐/制造批24项中22旧主体/业务暂归范围外，CosmicBrain自报2025关联，Oriane注册/经营年份待核；2026发表文章仍指2025竞赛，制造单篇遗漏总入口HamiltonPerkins/Prospectral分别补查。 健康第7—12项中5旧成立/项目范围外，Eos复用YC31058；商标索引/旧概念/Lab品牌与精确法人分别留缺。 健康第13—18项中5旧成立/项目范围外，Lexi项目/公司化日期待核，收购方规模与旧临床项目不并入新公司收入/性能。 健康第19—25项7旧成立/项目暂归范围外，旧域迁移、软硬会员/研究服务与精确法人缺项逐项保留。 健康最后8中7范围前、Sybil原始成立待核；健康33与总入口候选登记完成不等主体/年份/AI主营或财务全确认，2026与两年档案仍未完整。 本轮核8项网页对应，7项有原始证据，SaveFirst政策列TeakSoftwareStudioLLC不可沿用Perfingo年份/收入；网页对应不等法律/技术/财务已确认。 本轮新读2026-08-20总入口，201具名唯一URL及3空锚分别存rosterAudit2026；具名农业食品7已逐项原始访问（4旧范围外、1待年、2待AI），余194待核，不将参赛年等成立年。 汽车交通6逐项访问后，2026具名201中13有候选记录、188待核，3空锚另列；3旧范围外、Laplace/Neumo2待年、MotionSync2025资料明确但AI主营待核。普通HTML可读差异及LLC/Inc.沿革保留。", - "nextCheck": "2025总入口193原样URL一致、7原始反链对应、1SaveFirst/Perfingo沿革待核。2026入口具名201及3空锚已建待核表，农业食品7及汽车交通6已访问，其余188依rosterAudit2026逐项核年份/AI主营/合同和净收入；Kilo同域暂仅发现关联不重复新增。核空锚与缓存差异；继续两年媒体档案分页/RSS/API及各公司财务/技术缺项，不以单一名单登记替全来源完成。", + "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。 首次登记2025政府/法律名单正文11项（标题称10）时：7项范围外或既有业务、4项成立/主体待核；当时未新增主公司或ARR，非全部200或两年档案。 另将2025金融/地产名单14项全部登记：11项范围外/既有业务，3项年份/主体/AI待核；不新增公司或收入，不等其余竞赛类别。 另将2025生物技术名单9项全部登记：8项范围外或既有业务，1项产品与主体对应待核；不新增公司或收入，非全部竞赛类别。 后续补证：政府/法律名单Aparti关联2025主公司，Pytho按既有业务排除；该11项现1关联、8范围外、2待核，原始访问记录保留。 另将2025安全类别名单9项全部登记并逐项追原始/公司公开资料，9项均有2020—2024成立或旧业务线索，暂归范围外。官网外壳、产品转向及同名不同站点单列，不新增公司或收入；非完整200或两年档案。 另将2025消费/教育类别26项逐项登记并尝试官网，21项按原始/公司公开年份或旧业务资料暂归范围外，5项成立/主体待核；不新增主公司或收入。硬件、真人交易、礼券、培训/软件混合及AI核心缺项保留，不等全部200或两年档案。 另完整登记2025农业/食品单篇14项：Clave公司自报2025关联新主公司，13项按旧成立/业务暂归范围外；官网外壳/失败与替代原始资料分列，AquaWise2023/2024差异保留，不等全部200或两年档案。 另登记2025航天/防务单篇7项：6项旧主体范围外、Endox1项成立待原始补证；HANCE后继Rapidly衍生单列1项新法人2026关联，不冒充额外参赛者。官方登记检索正文可读但直达/API缺项保留，仍非全部200/两年档案。 另完整登记清洁能源单篇22项：20项按旧主体/企业项目暂归范围外，Gemini/ShellVive2项成立/AI主营待核，无新增主公司或收入。原总入口普通HTML结构实计201唯一公司URL；累计补娱乐6、物流制造16、总入口补充2及健康33项后，现201项均有候选登记：193完整规范URL一致、7项经原始跳转/反链确认网页对应、1项SaveFirst/Perfingo原网址与当前运营者沿革待核，无未登记URL，非全部名单完成。 前一娱乐/制造批24项中22旧主体/业务暂归范围外，CosmicBrain自报2025关联，Oriane注册/经营年份待核；2026发表文章仍指2025竞赛，制造单篇遗漏总入口HamiltonPerkins/Prospectral分别补查。 健康第7—12项中5旧成立/项目范围外，Eos复用YC31058；商标索引/旧概念/Lab品牌与精确法人分别留缺。 健康第13—18项中5旧成立/项目范围外，Lexi项目/公司化日期待核，收购方规模与旧临床项目不并入新公司收入/性能。 健康第19—25项7旧成立/项目暂归范围外，旧域迁移、软硬会员/研究服务与精确法人缺项逐项保留。 健康最后8中7范围前、Sybil原始成立待核；健康33与总入口候选登记完成不等主体/年份/AI主营或财务全确认，2026与两年档案仍未完整。 本轮核8项网页对应，7项有原始证据，SaveFirst政策列TeakSoftwareStudioLLC不可沿用Perfingo年份/收入；网页对应不等法律/技术/财务已确认。 本轮新读2026-08-20总入口，201具名唯一URL及3空锚分别存rosterAudit2026；具名农业食品7已逐项原始访问（4旧范围外、1待年、2待AI），余194待核，不将参赛年等成立年。 汽车交通6逐项访问后，2026具名201中13有候选记录、188待核，3空锚另列；3旧范围外、Laplace/Neumo2待年、MotionSync2025资料明确但AI主营待核。普通HTML可读差异及LLC/Inc.沿革保留。 企业组首8逐项访问：4新公司关联、2旧成立范围外、2成立/新旧主体待核；现2026具名21有记录、180及3空锚待核。GMV/客户承诺/伙伴市值/演示财务不入ARR。", + "nextCheck": "2025总入口193原样URL、7原始证据对应、1SaveFirst沿革待核。2026具名201中21有候选记录、余180（企业组余18）及3空锚继续核AI/年份/主体/合同净费；未完成两年档案。重点补Bounty承诺履行/净抽成、Cotriply旅行社沿革及Arusto成立证据。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30", "rosterAudit": { @@ -1983,6 +1983,38 @@ { "rosterUrl": "https://www.urbanchain.world/", "candidateId": "TC26-AUTO-URBANCHAIN" + }, + { + "rosterUrl": "https://www.aieev.com", + "candidateId": "TC26-ENT-AIEEV" + }, + { + "rosterUrl": "http://apexreplicant.com", + "candidateId": "TC26-ENT-APEX" + }, + { + "rosterUrl": "https://ariso.ai", + "candidateId": "TC26-ENT-ARISO" + }, + { + "rosterUrl": "https://www.arusto.ai/", + "candidateId": "TC26-ENT-ARUSTO" + }, + { + "rosterUrl": "https://trybounty.ai", + "candidateId": "TC26-ENT-BOUNTY" + }, + { + "rosterUrl": "http://vling.net/en", + "candidateId": "TC26-ENT-BUZZ" + }, + { + "rosterUrl": "https://usecollarai.com", + "candidateId": "TC26-ENT-COLLAR" + }, + { + "rosterUrl": "https://cotriply.ai", + "candidateId": "TC26-ENT-COTRIPLY" } ], "unregisteredUrls": [ @@ -2050,14 +2082,6 @@ "https://lnkenergies.com/", "https://noblecarbon.io", "https://www.PetraPower.com", - "https://www.aieev.com", - "http://apexreplicant.com", - "https://ariso.ai", - "https://www.arusto.ai/", - "https://trybounty.ai", - "http://vling.net/en", - "https://usecollarai.com", - "https://cotriply.ai", "https://dosu.dev/", "https://easymate.ai/", "http://GUDEA.ai", @@ -2182,7 +2206,7 @@ "E-commerce and retail": 4, "Edtech": 8, "Energy and clean tech": 11, - "Enterprise tech": 26, + "Enterprise tech": 18, "Entertainment and media": 4, "Fintech": 10, "Government, legal, and regulatory": 7, @@ -2200,7 +2224,7 @@ { "rosterUrl": "https://kilo.ai", "companyId": "AI072", - "limitation": "仅原域对应，仍在194待核列表，本轮未深核此参赛条目" + "limitation": "仅原域对应，仍在180待核列表，本轮未深核此参赛条目" } ], "limitation": "具名201不是已确认201AI或2026成立企业；3空锚未猜名称/主体。原始HTML与网页工具缓存个别条目呈现有差异，记录抽取访问时点，不将标题强改计数或宣称完整档案。" @@ -2435,7 +2459,7 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。 新增8项2026名录定向核查并登记候选台账（7项SR007、Bota SR006），不等全部批次或两年目录。 另登记8项2025年定向公司（SR005一项、SR006五项、SR007两项）；动态目录静态仅外壳、浏览器超时，不认定全量。", + "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。 新增8项2026名录定向核查并登记候选台账（7项SR007、Bota SR006），不等全部批次或两年目录。 另登记8项2025年定向公司（SR005一项、SR006五项、SR007两项）；动态目录静态仅外壳、浏览器超时，不认定全量。 另从2026竞赛名单追Bounty的SR007原始档案；GMV及经常客户承诺非自身已实现ARR，非完整目录。", "nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。 区分live ARR、signed/contracted ARR、固定法律承诺费用、管线、目标交易量及客户收益；Nexor原$不自动当USD，财务日历截至日和合同底表留缺。 补Hotbox两个ARR时点、OneGC试点包含关系及律所/平台收入拆分、Omi等待名单付费转化、DRS应用与合并口径、Cedar签约履行和Loops可读官网。", "limitation": "来源可读不等于声明已独立验证。" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index e72df10..612e01b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-tc26-auto-1", + "sourceVersion": "2026-10-31-tc26-enterprise-1", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",