From ac04839571c2ed6d119216a9fa906bd6a8b8afa4 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 16:34:12 +0800 Subject: [PATCH] =?UTF-8?q?=E8=A1=A5=E6=A0=B86=E9=A1=B9=E7=BC=BA=E5=B9=B4?= =?UTF-8?q?=E5=80=99=E9=80=89=E5=B9=B6=E4=BF=9D=E7=95=99=E6=97=A7=E5=93=81?= =?UTF-8?q?=E7=89=8C=E4=B8=8E=E6=9C=8D=E5=8A=A1=E6=94=B6=E8=B4=B9=E8=BE=B9?= =?UTF-8?q?=E7=95=8C?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 402 ++++++++++++++++++++- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 407 insertions(+), 7 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 6d542af..2ac0c63 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1154); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3350); + assert.equal(research.evidence.length, 3375); 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 fa1f8e7..02ef2a1 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,7 +24,7 @@ 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, 1154); - assert.equal(initial.evidence.length, 3350); + assert.equal(initial.evidence.length, 3375); 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"); @@ -406,7 +406,7 @@ 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, 30); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 34); }); 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 5b0d3b6..6330e59 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-1", + "version": "2026-10-31-missing-year-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": [ @@ -79793,6 +79793,281 @@ "kind": "公司自述官方资料复核", "summary": "54项当前YC成立字段仍空；本批前12项补主体和业务，5旧业务范围外、6仍缺年、1转AI主营待核。", "limitation": "只有首12项已完成本批外部来源补核，另42项仅复读YC字段，不称全来源完成。" + }, + { + "id": "MISSINGYEAR2-31144-YC", + "companyId": null, + "title": "Milliray：目录缺年补核", + "url": "https://www.ycombinator.com/companies/milliray", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Technology to detect and track small drones；成立字段空，状态Active，团队自报3。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31144-LAUNCH1", + "companyId": null, + "title": "DroneTector: high-resolution radars to detect small drones", + "url": "https://www.ycombinator.com/launches/PUU-dronetector-high-resolution-radars-to-detect-small-drones", + "publishedAt": "2026-02-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Milliray旧发布名DroneTector，英国DRONETECTOR LIMITED SC790858于2023-11-29成立，董事Matthew Moore与公司CEO同名；按既有业务排除新公司。品牌/全球主体沿革待核，ML创始人经历不等现学习模型实证，雷达硬件/集成/支持不当纯软件ARR。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31155-YC", + "companyId": null, + "title": "Q2Q：目录缺年补核", + "url": "https://www.ycombinator.com/companies/q2q", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "We help private equity teams find acquisition targets faster；成立字段空，状态Inactive，团队自报2。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31161-YC", + "companyId": null, + "title": "Rapidfolio：目录缺年补核", + "url": "https://www.ycombinator.com/companies/rapidfolio", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI-native back-office for banks and fintechs；成立字段空，状态Active，团队自报None。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31161-LAUNCH1", + "companyId": null, + "title": "Rapidfolio - AI Platform for Compliance, Operations, Risk & Fraud for Fintechs and Banks 🏦", + "url": "https://www.ycombinator.com/launches/Rpa-rapidfolio-ai-platform-for-compliance-operations-risk-fraud-for-fintechs-and-banks", + "publishedAt": "2026-07-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Rapidfolio金融合规运营Agent含端到端实施服务；成立年/法律主体仍缺。旧Sable退出不迁收入；官网350k客户节省、8倍效率非公司收入，99.9%与旧100%准确率为不同厂商自述，未取得独立基准/合规审计。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31179-YC", + "companyId": null, + "title": "Jinba：目录缺年补核", + "url": "https://www.ycombinator.com/companies/jinba", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Automate enterprise workflows through chat；成立字段空，状态Active，团队自报11。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31179-LAUNCH1", + "companyId": null, + "title": "Jinba - Workflow Builder for Enterprise AI Automation", + "url": "https://www.ycombinator.com/launches/PVK-jinba-workflow-builder-for-enterprise-ai-automation", + "publishedAt": "2026-02-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Jinba公司页/隐私将其归Carnot，美国与日本实体分别列出；2024公司文章列日本Carnot成立2022-10-20及当时已有jinbaflow。按旧业务延续排除新公司，美国公司登记日/集团沿革仍待核，不把W26或2026新版本重新算创业；40000用户非付费/ARR。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31188-YC", + "companyId": null, + "title": "Maywood：目录缺年补核", + "url": "https://www.ycombinator.com/companies/maywood", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "The first finance-compliant proactive AI that runs 24/7；成立字段空，状态Active，团队自报5。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31188-LAUNCH1", + "companyId": null, + "title": "Maywood - AI for M&A", + "url": "https://www.ycombinator.com/launches/PN9-maywood-ai-for-m-a", + "publishedAt": "2026-02-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Maywood公司公开主页自报2025并关联同创始人/域名，可作成立线索，精确注册及运营法律主体仍待核；官网本轮404。当前主动关系Agent和旧M&A材料自动化分别保留，团队自报5与LinkedIn11—50口径不同；5万亿美元行业交易及银行收益非公司收入。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31271-YC", + "companyId": null, + "title": "VOYGR：目录缺年补核", + "url": "https://www.ycombinator.com/companies/voygr", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "The real-world intelligence and action layer；成立字段空，状态Active，团队自报None。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31271-LAUNCH1", + "companyId": null, + "title": "PlaceCall by VOYGR – The phone is the last API", + "url": "https://www.ycombinator.com/launches/Vnj-placecall-by-voygr-the-phone-is-the-last-api", + "publishedAt": "2026-10-15", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "VOYGR地点数据API/许可和PlaceCall Agent电话按成功结果计费分开，成立年仍待一手补证，不用2026发布或第三方2025字段直接补注册。150M地点库/客户搜索与试点不是付费客户或收入；250免费电话及定价不当MRR，未执行通话。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31271-LAUNCH2", + "companyId": null, + "title": "VOYGR: Validate & enrich your place data at scale", + "url": "https://www.ycombinator.com/launches/PKn-voygr-validate-enrich-your-place-data-at-scale", + "publishedAt": "2026-02-02", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "VOYGR地点数据API/许可和PlaceCall Agent电话按成功结果计费分开，成立年仍待一手补证，不用2026发布或第三方2025字段直接补注册。150M地点库/客户搜索与试点不是付费客户或收入；250免费电话及定价不当MRR，未执行通话。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31144-HOME", + "companyId": null, + "title": "Milliray当前雷达", + "url": "https://milliray.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "雷达/相机/声学传感及分类集成，CEO Matthew Moore。", + "limitation": "背书、部署/可靠性均自述，未验证AI模型或收费。" + }, + { + "id": "MISSINGYEAR2-31144-REGISTER", + "companyId": null, + "title": "DroneTector登记", + "url": "https://find-and-update.company-information.service.gov.uk/company/SC790858", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方企业登记", + "summary": "DRONETECTOR LIMITED SC790858于2023-11-29成立。", + "limitation": "对应旧产品/董事线索，不代表完整集团沿革。" + }, + { + "id": "MISSINGYEAR2-31144-OFFICER", + "companyId": null, + "title": "DroneTector主体关联", + "url": "https://find-and-update.company-information.service.gov.uk/company/SC790858/officers", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "董事Matthew Alexander Oliver Moore与品牌CEO同名。", + "limitation": "姓名用于业务关联，不补收入或独立效果。" + }, + { + "id": "MISSINGYEAR2-31155-HOME", + "companyId": null, + "title": "Q2Q可读网站", + "url": "https://www.tryq2q.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "PE寻标、研究和个性化外联，候补入口与发送前人工批准。", + "limitation": "YC Inactive与网页并存，未证明付费/现行服务或成立日。" + }, + { + "id": "MISSINGYEAR2-31161-HOME", + "companyId": null, + "title": "Rapidfolio当前交付", + "url": "https://rapidfolio.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI合规流程与测试、实施咨询；99.9%+准确率及350k+客户节省自述。", + "limitation": "客户节省非收入，准确率范围/分母未核，无独立审计。" + }, + { + "id": "MISSINGYEAR2-31161-ABOUT", + "companyId": null, + "title": "Rapidfolio团队与旧事业", + "url": "https://rapidfolio.com/about", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "创始人之前建设/退出Sable，现服务金融机构。", + "limitation": "2022退出及25年合计经验均非现公司成立/收入。" + }, + { + "id": "MISSINGYEAR2-31179-HOME", + "companyId": null, + "title": "Jinba现行平台", + "url": "https://jinba.io/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "对话生成工作流，企业权限、私有部署和API/MCP。", + "limitation": "采用/示例用户/安全自述不当实际付费或独立审计。" + }, + { + "id": "MISSINGYEAR2-31179-HISTORY", + "companyId": null, + "title": "Carnot旧业务记录", + "url": "https://jinba.io/ja/blog/jetro-gsap-alchemistx", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "2024-11-19文章列Carnot成立2022-10-20，jinbaflow已有开发/全球化业务。", + "limitation": "旧事业与全球实体沿革分别核，不以加速器3.9B融资总额作Carnot收入。" + }, + { + "id": "MISSINGYEAR2-31179-ENTITY", + "companyId": null, + "title": "Jinba双主体", + "url": "https://jinba.io/privacy", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "隐私列Carnot AI Inc.及日本子公司Carnot Inc.并关联Jinba产品。", + "limitation": "2026政策更新不作美国法人注册日，集团收入未核。" + }, + { + "id": "MISSINGYEAR2-31188-COMPANY", + "companyId": null, + "title": "Maywood自报年", + "url": "https://www.linkedin.com/company/maywood", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "公开公司页列2025成立、11—50规模及同创始人/域名。", + "limitation": "自述精度未达登记日，官网404；行业规模及基金上市不是公司收入/上市。" + }, + { + "id": "MISSINGYEAR2-31271-HOME", + "companyId": null, + "title": "VOYGR当前数据服务", + "url": "https://voygr.tech/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "POI验证/丰富、按需API及数据许可，地点库150M自述。", + "limitation": "地点条目非客户或销售数量，准确率/数据权利未独立核。" + }, + { + "id": "MISSINGYEAR2-31271-CALL", + "companyId": null, + "title": "PlaceCall当前交付", + "url": "https://voygr.tech/placecall/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "给定任务后语音联系商家，返回结构化结果/转录；按成功结果付费，250免费。", + "limitation": "未进行外呼；通话、定价/试点非平台MRR，数据API/许可另算。" + }, + { + "id": "MISSINGYEAR2-INDEX-POOL", + "companyId": null, + "title": "缺年第二批6项", + "url": "https://www.ycombinator.com/companies", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原54项第13—18项：2旧业务范围外、4成立年待核；累计18项有外部补核，余36项。", + "limitation": "Maywood虽有公司自报2025仍缺法律主体/登记；未新增主公司或收入观测。" } ], "reviews": [ @@ -86077,6 +86352,25 @@ "MISSINGYEAR1-31126-YC" ], "handling": "不增加主公司或收入观测，原发现快照及214/54初筛计数不回写；研究与法律/财务审计分开，后续补齐主体、收费、技术及剩余来源。" + }, + { + "id": "MISSINGYEAR2-R-BOUNDARY", + "type": "旧主体、Inactive与服务计费边界", + "company": "缺年第二批6项", + "scope": "dataset", + "summary": "Milliray/DroneTector2023登记及Jinba/Carnot2022旧业务不作新公司；Q2Q Inactive不补零收入，Maywood自报年与登记缺项分开。", + "evidenceIds": [ + "MISSINGYEAR2-INDEX-POOL", + "MISSINGYEAR2-31144-HOME", + "MISSINGYEAR2-31144-REGISTER", + "MISSINGYEAR2-31155-HOME", + "MISSINGYEAR2-31161-HOME", + "MISSINGYEAR2-31179-HOME", + "MISSINGYEAR2-31179-HISTORY", + "MISSINGYEAR2-31188-COMPANY", + "MISSINGYEAR2-31271-HOME" + ], + "handling": "Rapidfolio客户节省/旧Sable、Maywood行业交易、Jinba用户、VOYGR地点库/免费通话均不进ARR；硬件/实施/人工/数据许可和软件收入待拆。" } ], "coverage": { @@ -91854,6 +92148,112 @@ ] } ] + }, + { + "id": "YC-MISSING-YEAR-2", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原缺年54项按发现顺序第13—18项，2范围外/4成立待核；累计18项外部补核，剩36项待续，原发现不改。", + "complete": false, + "records": [ + { + "id": "YC-MISSING2-31144", + "name": "Milliray", + "url": "https://www.ycombinator.com/companies/milliray", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "Milliray旧发布名DroneTector，英国DRONETECTOR LIMITED SC790858于2023-11-29成立，董事Matthew Moore与公司CEO同名；按既有业务排除新公司。品牌/全球主体沿革待核，ML创始人经历不等现学习模型实证，雷达硬件/集成/支持不当纯软件ARR。", + "evidenceIds": [ + "MISSINGYEAR2-31144-YC", + "MISSINGYEAR2-31144-LAUNCH1", + "MISSINGYEAR2-31144-HOME", + "MISSINGYEAR2-31144-REGISTER", + "MISSINGYEAR2-31144-OFFICER" + ] + }, + { + "id": "YC-MISSING2-31155", + "name": "Q2Q", + "url": "https://www.ycombinator.com/companies/q2q", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Q2Q为PE并购获客/外联工作流，YC Inactive而官网仍可读并有候补入口；成立/主体和实际停服时间未证，不补零收入。收购标的数、客户并购金额/会议及示例不是供应商收入，人工批准与服务执行需拆。", + "evidenceIds": [ + "MISSINGYEAR2-31155-YC", + "MISSINGYEAR2-31155-HOME" + ] + }, + { + "id": "YC-MISSING2-31161", + "name": "Rapidfolio", + "url": "https://www.ycombinator.com/companies/rapidfolio", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Rapidfolio金融合规运营Agent含端到端实施服务；成立年/法律主体仍缺。旧Sable退出不迁收入；官网350k客户节省、8倍效率非公司收入，99.9%与旧100%准确率为不同厂商自述，未取得独立基准/合规审计。", + "evidenceIds": [ + "MISSINGYEAR2-31161-YC", + "MISSINGYEAR2-31161-LAUNCH1", + "MISSINGYEAR2-31161-HOME", + "MISSINGYEAR2-31161-ABOUT" + ] + }, + { + "id": "YC-MISSING2-31179", + "name": "Jinba", + "url": "https://www.ycombinator.com/companies/jinba", + "categoryId": "C05", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "Jinba公司页/隐私将其归Carnot，美国与日本实体分别列出；2024公司文章列日本Carnot成立2022-10-20及当时已有jinbaflow。按旧业务延续排除新公司，美国公司登记日/集团沿革仍待核，不把W26或2026新版本重新算创业；40000用户非付费/ARR。", + "evidenceIds": [ + "MISSINGYEAR2-31179-YC", + "MISSINGYEAR2-31179-LAUNCH1", + "MISSINGYEAR2-31179-HOME", + "MISSINGYEAR2-31179-HISTORY", + "MISSINGYEAR2-31179-ENTITY" + ] + }, + { + "id": "YC-MISSING2-31188", + "name": "Maywood", + "url": "https://www.ycombinator.com/companies/maywood", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Maywood公司公开主页自报2025并关联同创始人/域名，可作成立线索，精确注册及运营法律主体仍待核；官网本轮404。当前主动关系Agent和旧M&A材料自动化分别保留，团队自报5与LinkedIn11—50口径不同；5万亿美元行业交易及银行收益非公司收入。", + "evidenceIds": [ + "MISSINGYEAR2-31188-YC", + "MISSINGYEAR2-31188-LAUNCH1", + "MISSINGYEAR2-31188-COMPANY" + ] + }, + { + "id": "YC-MISSING2-31271", + "name": "VOYGR", + "url": "https://www.ycombinator.com/companies/voygr", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "VOYGR地点数据API/许可和PlaceCall Agent电话按成功结果计费分开，成立年仍待一手补证，不用2026发布或第三方2025字段直接补注册。150M地点库/客户搜索与试点不是付费客户或收入；250免费电话及定价不当MRR，未执行通话。", + "evidenceIds": [ + "MISSINGYEAR2-31271-YC", + "MISSINGYEAR2-31271-LAUNCH1", + "MISSINGYEAR2-31271-LAUNCH2", + "MISSINGYEAR2-31271-HOME", + "MISSINGYEAR2-31271-CALL" + ] + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 7536431..f780609 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-1", + "version": "2026-10-31-missing-year-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。", @@ -16,7 +16,7 @@ "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。", "limitation": "批次不等于成立年；不代表全部公司", - "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。" + "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index a56aeef..f2dfa33 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-missing-year-1", + "sourceVersion": "2026-10-31-missing-year-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",