diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 2f3ec73..06ab320 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, 1023); + assert.equal(research.companies.length, 1026); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1325); + assert.equal(research.evidence.length, 1346); assert.equal(research.observations.length, 189); 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 1bd9322..3aa975e 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,8 +23,8 @@ 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, 1023); - assert.equal(initial.evidence.length, 1325); + assert.equal(initial.companies.length, 1026); + assert.equal(initial.evidence.length, 1346); assert.equal(initial.observations.length, 189); 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"); @@ -64,9 +64,9 @@ 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, 60); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 63); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 32); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 33); 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")!), []); @@ -85,11 +85,11 @@ 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), 1023); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1026); assert.equal(summary.reduce((n, c) => n + c.self, 0), 26); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 983); 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")); @@ -97,8 +97,8 @@ test("disclosure counts exclude client income, biographies, targets and duplicat test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 16); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 6); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 19); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 7); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); @@ -307,7 +307,7 @@ 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, 7); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 9); }); 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 15ec264..02015bc 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-battlefield-4", + "version": "2026-10-30-archive-models-1", "asOf": "2026-10-30", "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": [ @@ -28950,6 +28950,120 @@ "TH-OPENAI" ] } + }, + { + "team": null, + "revenueStatus": "unknown", + "datePrecision": "年", + "id": "AI080", + "name": "Nirva", + "url": "https://www.nirva.life/", + "cat": "C09", + "year": 2025, + "location": "美国;团队及产品资料关联湾区,法律总部待核", + "business": "首饰形态个人AI可穿戴,用于日记、情绪洞察与生活陪伴。", + "buyer": "个人消费者;实际付费客户及企业渠道待核", + "delivery": "官网公开产品介绍与预订信息邮件名单;实际发货、长期使用与成本未核。", + "notes": "成立2025来自Lightspeed投资名录;投资2026与成立分开。首饰硬件和持续软件服务须拆分;融资、等待名单及厂商情绪识别宣传不当收入或临床证据。", + "cohort": "2025年成立(投资机构名录);精确注册未核", + "teamBasis": "三名联合创始人不等完整员工数,保留未知", + "price": "本轮可读官网未取得可核当前售价和软件订阅条款", + "stage": "公开展示及预订信息收集;实际交付和收费状态待核", + "sourceType": "TechCrunch栏目发现;官网与Lightspeed原始材料补证", + "evidenceIds": [ + "TC26-NIRVA", + "NIRVA-LSVP", + "NIRVA-HOME" + ], + "businessModel": "个人AI硬件与软件服务;硬件一次性销售和持续订阅的实际合同结构待核", + "entityBasis": "官网nirva labs与投资名录团队和业务对应;精确法律名称及登记未独立核验,不与Nirva Health或文档软件公司混用。", + "classificationBasis": "按个人记录与陪伴归C09;硬件载体不自动归机器人产业。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读厂商功能与形态介绍;未独立测试声源、隐私、情绪推断、续航或实际交付。", + "evidenceIds": [ + "NIRVA-HOME" + ] + } + }, + { + "team": null, + "revenueStatus": "unknown", + "datePrecision": "年", + "id": "AI081", + "name": "Recursive(Recursive Superintelligence)", + "url": "https://recursive.com/", + "cat": "C01", + "year": 2026, + "location": "美国旧金山及英国伦敦;法律总部与主体链待核", + "business": "研究自改进模型研发系统,并发布本地编程模型Flint和推理引擎rec。", + "buyer": "模型使用者、开发者和研究客户;实际付费结构待核", + "delivery": "官方模型卡、权重文件及推理代码仓库可访问;未下载、编译或运行。", + "notes": "当前year按公司主页Founded 2026保留;媒体2025声明冲突,两者都在研究年份范围内,但精确沿革未解决。不得与AI050 Ricursive芯片设计公司合并。融资、估值、下载和星数不作收入。", + "cohort": "2025—2026成立资料冲突;当前2026为公司主页自述,非精确注册核验", + "teamBasis": "11—50自述范围与61个关联档案口径不一致,不能填精确员工数", + "price": "Flint权重和rec仓库标Apache-2.0;托管API与其他商业合同定价未核", + "stage": "已有公开模型与代码材料;商业收费及独立能力评测待核", + "sourceType": "TechCrunch栏目发现;公司主页、官方模型/代码与GV补证", + "evidenceIds": [ + "TC26-RECURSIVE", + "RECURSIVE-PROFILE", + "RECURSIVE-FLINT", + "RECURSIVE-HF", + "RECURSIVE-CODE", + "RECURSIVE-GV" + ], + "businessModel": "开放权重和推理工具支持的模型研发业务;收费合同和服务收入未知,开放许可不等公司收入为零", + "entityBasis": "公司主页、官网、官方链接仓库与GV团队介绍对应;美国/英国实体沿革未核,与Ricursive Intelligence区分。", + "classificationBasis": "核心研发交付为基础模型及自动模型研发系统归C01;Flint面向编程不据此把整家公司归应用软件。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-30", + "summary": "已读官方模型卡、许可与推理代码README;公开材料可访问不等独立复现,厂商性能和自动研发比例未验证。", + "evidenceIds": [ + "RECURSIVE-HF", + "RECURSIVE-CODE" + ] + } + }, + { + "team": null, + "revenueStatus": "unknown", + "datePrecision": "年", + "id": "AI082", + "name": "Elorian AI", + "url": "https://elorian.ai/", + "cat": "C01", + "year": 2025, + "location": "美国加州Palo Alto", + "business": "视觉和多模态推理基础模型,Glimpse通过API与聊天入口交付。", + "buyer": "开发者和企业模型客户;实际付费客户与合同待核", + "delivery": "官网模型和支持资料可读,提供API、聊天与企业评估/采购入口;本轮未调用模型。", + "notes": "成立2025来自公司公开主页,支持页列Elorian AI, Inc.;发布、融资与成立分开。演示、融资、估值与创始人旧模型成绩均不当当前收入或独立性能验证。", + "cohort": "2025年成立(公司公开主页自述);精确注册日期未核", + "teamBasis": "11—50区间和关联档案数不等完整员工统计,保留未知", + "price": "公开模型页提供企业联系入口,本轮未取得统一API价或合同条款", + "stage": "公开模型及平台入口;采购、交付规模与财务状态待核", + "sourceType": "TechCrunch栏目发现;公司公开主页和官方模型/支持页补证", + "evidenceIds": [ + "TC26-ELORIAN", + "ELORIAN-PROFILE", + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ], + "businessModel": "模型API、聊天入口与企业批量访问/评估及部署支持;订阅、用量与服务收入拆分待核", + "entityBasis": "公司公开主页链接elorian.ai,支持页列Elorian AI, Inc.及Palo Alto;与英国同名通信公司分开,未独立核工商登记。", + "classificationBasis": "核心交付为多模态视觉推理模型归C01,不按图片输入自动归创意工具。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官方模型描述与交付入口;仅有厂商演示,本轮没有独立评测或可核开源权重,不授予能力排名。", + "evidenceIds": [ + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ] + } } ], "observations": [ @@ -46593,6 +46707,237 @@ "kind": "公司官方政策", "summary": "官网名为Terms of Use的页面正文实为隐私政策,列ATLANTIX PORTAL L.L.C并关联platform.atlantix.cc。", "limitation": "只用于当前运营主体与域名关联,不把标题当成合同性质确认,不推历史注册或收入;政策文本准确性和主体登记仍未独立核验。" + }, + { + "id": "TC-AI-P3", + "companyId": null, + "title": "TC-AI-P3:来源与核查范围", + "url": "https://techcrunch.com/category/artificial-intelligence/page/3/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "媒体栏目发现页", + "summary": "读取AI栏目第3页的发现链接。", + "limitation": "动态分页会变化;不是两年全部文章覆盖,不复刻文章或标题清单。" + }, + { + "id": "TC-AI-P4", + "companyId": null, + "title": "TC-AI-P4:来源与核查范围", + "url": "https://techcrunch.com/category/artificial-intelligence/page/4/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "媒体栏目发现页", + "summary": "读取AI栏目第4页的发现链接。", + "limitation": "仅登记本轮五项定向线索,不声称所有卡片均已完成成立、技术或财务核验。" + }, + { + "id": "TC26-NIRVA", + "companyId": "AI080", + "title": "TC26-NIRVA:来源与核查范围", + "url": "https://techcrunch.com/2026/10/22/nirva-raises-33m-for-a-pendant-that-only-listens-to-you/", + "publishedAt": "2026-10-22", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记NIRVA报道链接;主营与入表年份另追原始材料。", + "limitation": "仅作发现入口;不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-RECURSIVE", + "companyId": "AI081", + "title": "TC26-RECURSIVE:来源与核查范围", + "url": "https://techcrunch.com/2026/10/21/recursive-launches-flint-a-laptop-coding-model-it-says-was-largely-built-by-AI/", + "publishedAt": "2026-10-21", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记RECURSIVE报道链接;主营与入表年份另追原始材料。", + "limitation": "仅作发现入口;不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-ELORIAN", + "companyId": "AI082", + "title": "TC26-ELORIAN:来源与核查范围", + "url": "https://techcrunch.com/2026/10/16/elorians-first-ai-model-wants-to-reason-with-images-not-just-about-them/", + "publishedAt": "2026-10-16", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记ELORIAN报道链接;主营与入表年份另追原始材料。", + "limitation": "仅作发现入口;不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-LAPLACE", + "companyId": null, + "title": "TC26-LAPLACE:来源与核查范围", + "url": "https://techcrunch.com/2026/10/19/laplace-intelligence-red-teams-robots-and-self-driving-cars-before-they-hit-the-real-world/", + "publishedAt": "2026-10-19", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记LAPLACE报道链接;主营与入表年份另追原始材料。", + "limitation": "仅作发现入口;不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-EKA", + "companyId": null, + "title": "TC26-EKA:来源与核查范围", + "url": "https://techcrunch.com/2026/10/20/eka-is-worth-1-45-billion-thanks-to-a-physical-ai-model-that-has-experts-raving/", + "publishedAt": "2026-10-20", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记EKA报道链接;主营与入表年份另追原始材料。", + "limitation": "仅作发现入口;不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "NIRVA-LSVP", + "companyId": "AI080", + "title": "NIRVA-LSVP:来源与核查范围", + "url": "https://lsvp.com/company/nirva/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构官方公司名录", + "summary": "Lightspeed名录列Founded 2025及Wei Lyu、Jason Chen、Hanying Hu,并描述个人可穿戴日记与陪伴。", + "limitation": "名录非独立注册核验;投资年份2026与成立2025分别保留,投资额不作收入。" + }, + { + "id": "NIRVA-HOME", + "companyId": "AI080", + "title": "NIRVA-HOME:来源与核查范围", + "url": "https://www.nirva.life/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品资料", + "summary": "官网描述首饰形态可穿戴、自动日记与情绪洞察,当前公开入口为预订信息邮件名单;页脚nirva labs。", + "limitation": "未购买或测试设备、声源识别、隐私或情绪判断;等待名单、计划出货和厂商演示不等实际销售或经常性收入。" + }, + { + "id": "RECURSIVE-PROFILE", + "companyId": "AI081", + "title": "RECURSIVE-PROFILE:来源与核查范围", + "url": "https://www.linkedin.com/company/recursive-si/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页自述", + "summary": "公司主页链接recursive.com,列Founded 2026及San Francisco,自述研究自改进AI。", + "limitation": "媒体称2025,原始主页称2026,精确年份仍存在冲突;当前year采用公司主页声明并显式留缺。11—50范围及关联档案数不是完整员工人数,融资不是收入。" + }, + { + "id": "RECURSIVE-FLINT", + "companyId": "AI081", + "title": "RECURSIVE-FLINT:来源与核查范围", + "url": "https://recursive.com/updates/introducing-recursive-flint", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方模型发布", + "summary": "官方发布介绍Flint和Eureka Machine,并链接模型权重与推理工具。", + "limitation": "自动研发程度、性能领先和推理速度为厂商声明;不将本轮阅读当独立复现,不新增数值性能或收入观测。" + }, + { + "id": "RECURSIVE-HF", + "companyId": "AI081", + "title": "RECURSIVE-HF:来源与核查范围", + "url": "https://huggingface.co/RecursiveSI/flint", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "官方模型仓库材料", + "summary": "官方链接模型卡可读,标注Apache-2.0并列模型文件;许可说明区分托管API条款与权重许可。", + "limitation": "只读模型卡、未下载权重或运行模型;下载量不作用户、收入或能力排名。具体权重与运行环境需要单独评测。" + }, + { + "id": "RECURSIVE-CODE", + "companyId": "AI081", + "title": "RECURSIVE-CODE:来源与核查范围", + "url": "https://github.com/recursive-oss/rec", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方公开代码仓库", + "summary": "官方发布链接rec推理引擎仓库,README和Apache-2.0标识可读。", + "limitation": "本轮未安装、编译或运行;README性能图不是第三方测试,仓库星数和许可不证明商业合同或ARR。" + }, + { + "id": "RECURSIVE-GV", + "companyId": "AI081", + "title": "RECURSIVE-GV:来源与核查范围", + "url": "https://www.gv.com/news/recursive-superintelligence-self-improving-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构官方介绍", + "summary": "GV介绍Richard Socher团队和自改进研发方向,与recursive.com公开业务对应。", + "limitation": "投资机构与公司利益相关;融资和估值不作收入,团队目标、创始人旧工作及论文不当现有可验证公司性能。" + }, + { + "id": "ELORIAN-PROFILE", + "companyId": "AI082", + "title": "ELORIAN-PROFILE:来源与核查范围", + "url": "https://www.linkedin.com/company/elorian-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页自述", + "summary": "公司主页链接elorian.ai,列Founded 2025、Palo Alto和多模态模型业务。", + "limitation": "成立字段为公司自述非注册核验;11—50区间与关联档案数不转成精确人数。融资与创始人Google历史不作收入或独立能力测试。" + }, + { + "id": "ELORIAN-MODELS", + "companyId": "AI082", + "title": "ELORIAN-MODELS:来源与核查范围", + "url": "https://elorian.ai/models", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方模型与交付页", + "summary": "官网提供Glimpse模型入口,描述面向企业的批量访问、自有数据评估、部署和采购支持。", + "limitation": "官方演示不是独立评测;本轮未登录或付费测试,未取得可核统一API价、合同或收入。" + }, + { + "id": "ELORIAN-SUPPORT", + "companyId": "AI082", + "title": "ELORIAN-SUPPORT:来源与核查范围", + "url": "https://elorian.ai/support", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方支持资料", + "summary": "支持页列Elorian AI, Inc.、Palo Alto,并说明API、聊天入口及企业联系渠道。", + "limitation": "用于主体与交付方式关联,不是工商核验;政策更新日不作成立日,企业入口不代表已有付费合同。" + }, + { + "id": "LAPLACE-HOME-ACCESS", + "companyId": null, + "title": "LAPLACE-HOME-ACCESS:来源与核查范围", + "url": "https://www.laplaceintelligence.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网读取核查", + "summary": "官网本轮工具返回零行正文,未取得可核成立或主体材料。", + "limitation": "不把成功响应或页面标题当已读正文;成立年、合同经常性和收入数值继续待核。" + }, + { + "id": "LAPLACE-DR", + "companyId": null, + "title": "LAPLACE-DR:来源与核查范围", + "url": "https://app.dealroom.co/companies/laplace_intelligence", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "第三方公开目录", + "summary": "公开档案关联laplaceintelligence.com,描述自主系统仿真测试;本轮可读页未取得成立年份字段。", + "limitation": "目录SaaS/subscription标签不作实际合同类型或ARR证据,保持候选待核,不与同名平台混用。" + }, + { + "id": "EKA-HOME", + "companyId": null, + "title": "EKA-HOME:来源与核查范围", + "url": "https://ekarobotics.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品资料", + "summary": "官网描述Vision-Force-Action机器人模型,页脚EKA Robotics, Inc.。", + "limitation": "未取得明确成立字段;演示、团队学校履历与安全宣传不当独立测试、商业交付或收入。" + }, + { + "id": "EKA-MIT-CV-ACCESS", + "companyId": null, + "title": "EKA-MIT-CV-ACCESS:来源与核查范围", + "url": "https://people.csail.mit.edu/pulkitag/data/pulkit_CV_current.pdf", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "创始人官方履历访问核查", + "summary": "MIT个人主页链接此CV,但web读取失败,普通HTTP读取亦返回TLS错误。", + "limitation": "未读PDF正文,不将第三方引用的2024或2025年份当已核原始成立证据,继续待核。" } ], "reviews": [ @@ -48072,6 +48417,74 @@ "TC25-ATLANTIX-ENTITY" ], "handling": "四项原候选按范围外既有业务排除。成立、发布、政策更新与品牌主体分开;未核法律连续性和不可读正文继续标缺,不新增公司、团队、融资或收入数字。" + }, + { + "id": "AI080-R-SCOPE", + "type": "成立主体、交付与收入边界复核", + "company": "Nirva", + "scope": "companies", + "companyIds": [ + "AI080" + ], + "summary": "2025年成立(投资机构名录);精确注册未核;个人AI硬件与软件服务;硬件一次性销售和持续订阅的实际合同结构待核", + "evidenceIds": [ + "TC26-NIRVA", + "NIRVA-LSVP", + "NIRVA-HOME" + ], + "handling": "成立2025来自Lightspeed投资名录;投资2026与成立分开。首饰硬件和持续软件服务须拆分;融资、等待名单及厂商情绪识别宣传不当收入或临床证据。 未取得可用公司收入,不新增收入观测;技术证据等级仅描述本轮读到的材料。" + }, + { + "id": "AI081-R-SCOPE", + "type": "成立主体、交付与收入边界复核", + "company": "Recursive(Recursive Superintelligence)", + "scope": "companies", + "companyIds": [ + "AI081" + ], + "summary": "2025—2026成立资料冲突;当前2026为公司主页自述,非精确注册核验;开放权重和推理工具支持的模型研发业务;收费合同和服务收入未知,开放许可不等公司收入为零", + "evidenceIds": [ + "TC26-RECURSIVE", + "RECURSIVE-PROFILE", + "RECURSIVE-FLINT", + "RECURSIVE-HF", + "RECURSIVE-CODE", + "RECURSIVE-GV" + ], + "handling": "当前year按公司主页Founded 2026保留;媒体2025声明冲突,两者都在研究年份范围内,但精确沿革未解决。不得与AI050 Ricursive芯片设计公司合并。融资、估值、下载和星数不作收入。 未取得可用公司收入,不新增收入观测;技术证据等级仅描述本轮读到的材料。" + }, + { + "id": "AI082-R-SCOPE", + "type": "成立主体、交付与收入边界复核", + "company": "Elorian AI", + "scope": "companies", + "companyIds": [ + "AI082" + ], + "summary": "2025年成立(公司公开主页自述);精确注册日期未核;模型API、聊天入口与企业批量访问/评估及部署支持;订阅、用量与服务收入拆分待核", + "evidenceIds": [ + "TC26-ELORIAN", + "ELORIAN-PROFILE", + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ], + "handling": "成立2025来自公司公开主页,支持页列Elorian AI, Inc.;发布、融资与成立分开。演示、融资、估值与创始人旧模型成绩均不当当前收入或独立性能验证。 未取得可用公司收入,不新增收入观测;技术证据等级仅描述本轮读到的材料。" + }, + { + "id": "TC26-P34-R-GAPS", + "type": "发现页与未核候选边界", + "company": "Laplace Intelligence与Eka Robotics候选", + "scope": "excluded-candidate", + "summary": "Laplace官网本轮无正文、Dealroom可读未列成立年;Eka官网未列明确年份,MIT履历未取得。", + "evidenceIds": [ + "TC26-LAPLACE", + "LAPLACE-HOME-ACCESS", + "LAPLACE-DR", + "TC26-EKA", + "EKA-HOME", + "EKA-MIT-CV-ACCESS" + ], + "handling": "保持两项候选待核,不把仿真演示、第三方SaaS标签、融资或创始人背景转成成立字段、技术等级或收入。" } ], "coverage": { @@ -49313,6 +49726,98 @@ "note": "主页列Founded 2024并链接zetic.ai,描述设备端AI部署。 按范围外既有业务排除,不新增2025—2026公司。不与zetic.be或其他同名咨询企业混用;模型速度、设备数量及厂商演示不当公司收入。" } ] + }, + { + "id": "TC-2026-ai-pages-3-4-targeted-1", + "sourceId": "S02", + "url": "https://techcrunch.com/category/artificial-intelligence/page/3/", + "accessedAt": "2026-10-30", + "scope": "从AI栏目第3—4页定向登记5项新线索,包含3项关联公司和2项待核;不是全部卡片、分页或两年档案。栏目动态顺序不能当固定完整名录。", + "complete": false, + "records": [ + { + "id": "TC26-P34-01", + "name": "Nirva", + "url": "https://techcrunch.com/2026/10/22/nirva-raises-33m-for-a-pendant-that-only-listens-to-you/", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "evidenceIds": [ + "TC26-NIRVA", + "NIRVA-LSVP", + "NIRVA-HOME" + ], + "note": "2025年成立(投资机构名录);精确注册未核;成立2025来自Lightspeed投资名录;投资2026与成立分开。首饰硬件和持续软件服务须拆分;融资、等待名单及厂商情绪识别宣传不当收入或临床证据。", + "companyId": "AI080" + }, + { + "id": "TC26-P34-02", + "name": "Recursive(Recursive Superintelligence)", + "url": "https://techcrunch.com/2026/10/21/recursive-launches-flint-a-laptop-coding-model-it-says-was-largely-built-by-AI/", + "categoryId": "C01", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "evidenceIds": [ + "TC26-RECURSIVE", + "RECURSIVE-PROFILE", + "RECURSIVE-FLINT", + "RECURSIVE-HF", + "RECURSIVE-CODE", + "RECURSIVE-GV" + ], + "note": "2025—2026成立资料冲突;当前2026为公司主页自述,非精确注册核验;当前year按公司主页Founded 2026保留;媒体2025声明冲突,两者都在研究年份范围内,但精确沿革未解决。不得与AI050 Ricursive芯片设计公司合并。融资、估值、下载和星数不作收入。", + "companyId": "AI081" + }, + { + "id": "TC26-P34-03", + "name": "Elorian AI", + "url": "https://techcrunch.com/2026/10/16/elorians-first-ai-model-wants-to-reason-with-images-not-just-about-them/", + "categoryId": "C01", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "evidenceIds": [ + "TC26-ELORIAN", + "ELORIAN-PROFILE", + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ], + "note": "2025年成立(公司公开主页自述);精确注册日期未核;成立2025来自公司公开主页,支持页列Elorian AI, Inc.;发布、融资与成立分开。演示、融资、估值与创始人旧模型成绩均不当当前收入或独立性能验证。", + "companyId": "AI082" + }, + { + "id": "TC26-P34-04", + "name": "Laplace Intelligence", + "url": "https://techcrunch.com/2026/10/19/laplace-intelligence-red-teams-robots-and-self-driving-cars-before-they-hit-the-real-world/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "unavailable", + "status": "pending-year", + "evidenceIds": [ + "TC26-LAPLACE", + "LAPLACE-HOME-ACCESS", + "LAPLACE-DR" + ], + "note": "官网/原始年份资料尚未补足;第三方及报道仅作发现线索,保持年份待核,不新增公司或收入。" + }, + { + "id": "TC26-P34-05", + "name": "Eka Robotics", + "url": "https://techcrunch.com/2026/10/20/eka-is-worth-1-45-billion-thanks-to-a-physical-ai-model-that-has-experts-raving/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "evidenceIds": [ + "TC26-EKA", + "EKA-HOME", + "EKA-MIT-CV-ACCESS" + ], + "note": "官网/原始年份资料尚未补足;第三方及报道仅作发现线索,保持年份待核,不新增公司或收入。" + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 1cca4e6..ca99c91 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-23", + "version": "2026-10-30-24", "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。", - "nextCheck": "继续核本篇2项的成立、主体及AI主营,优先解决Billow批次与发现年份时序、Sponstar原始年份冲突;既有业务的法律沿革及不可读项仍留缺;沿普通2025档案和AI分页扩展其余来源台账,区分参赛年、批次与公司成立年。", + "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、2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。", + "nextCheck": "继续核本篇2项的成立、主体及AI主营,优先解决Billow批次与发现年份时序、Sponstar原始年份冲突;既有业务的法律沿革及不可读项仍留缺;沿普通2025档案和AI分页扩展其余来源台账,区分参赛年、批次与公司成立年。 继续核Laplace与Eka的原始年份和主体;Recursive的2025/2026年份冲突保留。", "limitation": "需追溯原始披露,部分文章受访问限制", "accessRecheckedAt": "2026-10-30" }, @@ -44,7 +44,7 @@ "app.dealroom.co" ], "initialAccess": "官网可读取", - "boundary": "已读Tana与Wabi公开公司档案:前者财务字段不一致留缺,后者2025成立字段与官方业务关联入表;尚未取得两年成立筛选结果集,两个个案不等于目录全量。", + "boundary": "已读Tana、Wabi及Laplace公开公司档案:Tana财务字段不一致留缺,Wabi2025字段与官方业务关联入表,Laplace未取得成立字段而保留候选;尚未取得两年成立筛选结果集,三个个案不等目录全量。", "nextCheck": "确认公开可取得的两年成立筛选清单;逐项追溯财务原始凭证及字段口径,受权限限制保留缺项。", "limitation": "完整档案需权限;概览及财务表不能未经勾稽直接导入ARR", "accessRecheckedAt": "2026-10-30" diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 0329c85..da1b39b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-battlefield-4", + "sourceVersion": "2026-10-30-archive-models-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",