diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index f6dfea0..8e595e5 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ 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, 1207); + assert.equal(research.companies.length, 1212); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4704); - assert.equal(research.observations.length, 453); + assert.equal(research.evidence.length, 4722); + assert.equal(research.observations.length, 457); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 5df23df..60741da 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,9 +123,9 @@ 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, 1207); - assert.equal(initial.evidence.length, 4704); - assert.equal(initial.observations.length, 453); + assert.equal(initial.companies.length, 1212); + assert.equal(initial.evidence.length, 4722); + assert.equal(initial.observations.length, 457); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 4); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) @@ -169,9 +169,9 @@ 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, 221); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 223); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 48); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 49); 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")!), []); @@ -190,11 +190,11 @@ 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), 1207); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1212); 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), 1128); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1133); 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")); @@ -229,7 +229,7 @@ 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, 192); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 197); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -502,6 +502,14 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.ok(alven.evidenceIds?.includes("SR007R-ALVEN-REG")); assert.ok(!snapshot.observations.some((item) => item.evidence.startsWith("SR007R-")), "roster claims, deployment plans and per-unit prices are not new financial observations"); + const coherence = batch.records.find((row) => row.name === "Coherence Health")!; + assert.equal(coherence.status, "pending-ai", "a new coaching business still needs current AI delivery evidence"); + assert.equal(coherence.companyId, undefined); + const followup = snapshot.observations.filter((item) => item.id.startsWith("SR007F2-")); + assert.equal(followup.length, 4); + assert.ok(followup.every((item) => ["excluded", "adoption"].includes(item.selection) && !item.metric && !item.observedAt)); + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F2-")), + "contracted ARR and pipeline are not live ARR disclosures"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -531,7 +539,7 @@ 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, 183); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 177); }); 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 1dd6eda..68b34f9 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-1", + "version": "2026-11-01-sr007-followup-2", "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": [ @@ -38031,6 +38031,191 @@ "SR007F1-CHRONO-HOME" ] } + }, + { + "id": "AI116", + "name": "Colmez", + "url": "https://www.colmez.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "为危险废物行业连接监管、商业和运营数据，提供Agent信息及销售工作流。", + "buyer": "危险废物服务运营企业", + "delivery": "私测/客户采用为自述；产品费率/SLA需另MSA与订单", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "无公开价表，另行书面订阅/产品协议", + "stage": "私测/客户采用为自述；产品费率/SLA需另MSA与订单", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME", + "SR007F2-COLMEZ-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "行业软件及实施/服务，contracted ARR与履约、实收/退款和净经常性需拆", + "entityBasis": "官网条款Colmez, Inc. Delaware自述，非登记核验", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME" + ] + } + }, + { + "id": "AI117", + "name": "Contxt", + "url": "https://askcontxt.com/", + "channel": "S14", + "cat": "C05", + "year": 2026, + "team": 3, + "location": null, + "business": "企业工具、人员和历史的共享记忆及跨应用AI任务执行层。", + "buyer": "企业内部工作团队", + "delivery": "投资方描述产品与付费试点候补；官网不可读，实际交付/付款未核", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "未取得公开价格/合同，paid pilot waitlist非已付款", + "stage": "投资方描述产品与付费试点候补；官网不可读，实际交付/付款未核", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "企业AI工作层试点，席位/平台/用量收费待核", + "entityBasis": "精确法人及旧事业沿革缺，目录NYC/SF混合地点不精确归址", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME" + ] + } + }, + { + "id": "AI118", + "name": "Coop（cooplabs.com）", + "url": "https://www.cooplabs.com/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "为机器人模型提供固定任务和配置下的基准测试及评价。", + "buyer": "机器人模型开发者及行业部署团队", + "delivery": "官网公开任务/试次及评价咨询；未运行实验或核控制器代码", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "询价式评价入口，无合同金额", + "stage": "官网公开任务/试次及评价咨询；未运行实验或核控制器代码", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "评测/实验服务与可能软件工具，管线不等收入；硬件实验/人力成本待核", + "entityBasis": "精确法人/注册未独立核验；合作实验室标志非付费合同", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME" + ] + } + }, + { + "id": "AI119", + "name": "Corlen", + "url": "https://corlen.ai/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "用AI组织、核对商业地产贷款资料并处理跟进，保留人工最终审批。", + "buyer": "商业地产贷款机构、经纪与审核团队", + "delivery": "首试点为自述，官网为演示/预约；实际合同和付费未核", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "无完整价表/条款正文", + "stage": "首试点为自述，官网为演示/预约；实际合同和付费未核", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME", + "SR007F2-CORLEN-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "贷款流程软件，不能把本金或创始人地产交易当平台收入", + "entityBasis": "Corlen为Agora Capital Markets, Inc. DBA自述，独立注册及品牌/主体起点待核", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME" + ] + } + }, + { + "id": "AI120", + "name": "Cube Computer", + "url": "https://cube.computer/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 2, + "location": "美国纽约（投资方资料）", + "business": "提供持续运行Agent的云开发机器与工作区，模型账户费用分离。", + "buyer": "运行编程Agent的开发者与团队", + "delivery": "云机器/桌面和网页入口有公开收费说明，未下载安装/实际核规模", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "原$12/月起是730小时等效，按秒扣预付余额；运行/暂停资源费、新旧合同及模型费用分开", + "stage": "云机器/桌面和网页入口有公开收费说明，未下载安装/实际核规模", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL" + ], + "revenueStatus": "unknown", + "businessModel": "持续云资源用量服务，充值/免费额度、存储、legacy订阅和跨产品钱包需拆", + "entityBasis": "Collaborators Inc.运营Cube/Proton/Collab自述，登记和旧业务沿革未独立核，不按品牌拆公司", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME" + ] + } } ], "observations": [ @@ -45147,6 +45332,66 @@ "evidence": "UNCLEAR8-36088-LAUNCH1", "bound": "=", "comparisonGroup": null + }, + { + "id": "SR007F2-O-COLMEZ-CONTRACT", + "company": "AI116", + "name": "Colmez", + "kind": "已签约ARR，非已实现收入", + "value": 800000, + "unit": "原文$，币种待核", + "timing": "9月14私测后，具体业务截至日/年份未明确", + "evidence": "SR007F2-COLMEZ-SR", + "scope": "签约口径，履约回款未核", + "selection": "excluded", + "reason": "contracted ARR不是live ARR或已实现经常性，合同净额、取消和实际交付待核", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F2-O-COOP-PIPELINE", + "company": "AI118", + "name": "Coop", + "kind": "销售管线", + "value": 225000, + "unit": "原文$，币种待核", + "timing": "不到一月，自述相对时长，具体截至日未知", + "evidence": "SR007F2-COOP-SR", + "scope": "未来潜在评测业务", + "selection": "excluded", + "reason": "pipeline非已签约、已交付或已收收入，费用/概率/期间未核", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F2-O-CONTXT-WAITLIST", + "company": "AI117", + "name": "Contxt", + "kind": "付费试点候补企业", + "value": 100, + "unit": "企业", + "timing": "发布24小时内，自述相对时长，具体截至日未知", + "evidence": "SR007F2-CONTXT-SR", + "scope": "试点意向，不是已付费企业", + "selection": "adoption", + "reason": "paid pilot waitlist不证明付款或交付，潜在客户员工不当公司团队/活跃席位", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR007F2-O-CUBE-USERS", + "company": "AI120", + "name": "Cube Computer", + "kind": "用户采用自述", + "value": 400, + "unit": "用户", + "timing": "上线五周后，具体业务截至日未知", + "evidence": "SR007F2-CUBE-SR", + "scope": "产品用户，付费分母未核", + "selection": "adoption", + "reason": "用户/周活增长与开始变现说法不等已实现收入，不继承Kosmik旧规模或融资", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -96893,6 +97138,204 @@ "kind": "投资方公司档案与官网/条款补核", "summary": "官网标题World Models for the Physical World，列投资方与联系入口，正文未提供完整报价/部署或技术评测。", "limitation": "仅标题和标志不证付费客户、实际能力或模型/数据公开；注册和服务合同待核，不从合作标志推营收。" + }, + { + "id": "SR007F2-COHERENCE-SR", + "companyId": null, + "title": "Coherence2026、旧事业与年底目标", + "url": "https://speedrun.a16z.com/companies/coherence-health", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、6人，称AI功能医学医生；旧公司年化70万及前雇主退出与本公司年底150万年化目标分列。", + "limitation": "履历不是本公司收入，目标不是已实现ARR；AI描述需与当前实际产品对应，不作疗效/医疗有效性验证。" + }, + { + "id": "SR007F2-COHERENCE-HOME", + "companyId": null, + "title": "Coherence当前健康指导项目", + "url": "https://joincoherence.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "原coherencehealth.io重定向此站，公司自述2026，当前为三个月人工健康指导/检测项目，原$999创始优惠、30日退款。", + "limitation": "教育/健康指导服务而非替代医生；本页未明AI实际交付，不认临床疗效。套餐/外购补充品支出非ARR，不转为医疗建议。" + }, + { + "id": "SR007F2-COHERENCE-TERMS", + "companyId": null, + "title": "Coherence网站条款与单独服务协议", + "url": "https://joincoherence.com/terms", + "publishedAt": "2026-09-25", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "网站条款称教育信息、无结果保证，另行书面协议建立专业关系；页首与页末更新日期不完全一致。", + "limitation": "网站日期不是成立/营业日，原始协议/费用和AI使用范围需核，不因医师履历或品牌新成立认AI主营。" + }, + { + "id": "SR007F2-COLMEZ-SR", + "companyId": "AI116", + "title": "Colmez2026与contracted ARR", + "url": "https://speedrun.a16z.com/companies/colmez", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、3人，危险废物行业Agent平台；自述9月14私测后原$800K+ contracted ARR。", + "limitation": "已签约金额不等履约实收或live ARR，缺日历截至日/币种/合同底表；客户市场规模和创始人旧职务非公司收入。" + }, + { + "id": "SR007F2-COLMEZ-HOME", + "companyId": "AI116", + "title": "Colmez当前行业信息平台", + "url": "https://www.colmez.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "官网同团队，描述行业信息与销售流程，并列不跨客户训练声明和SOC2标志。", + "limitation": "仅读业务说明，不提供危险废物操作指导；认证标志/顾问/客户成果未独立核，当前价表未取得。" + }, + { + "id": "SR007F2-COLMEZ-TERMS", + "companyId": "AI116", + "title": "Colmez合同需另行MSA和订单", + "url": "https://www.colmez.com/terms", + "publishedAt": "2026-07-24", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "网站自述Colmez, Inc. Delaware，明确产品费用/SLA/数据义务仅由另行书面协议管理。", + "limitation": "网站条款非订阅/项目订单，非注册核验；contracted ARR履行、取消/退款及净软件费待核。" + }, + { + "id": "SR007F2-CONTXT-SR", + "companyId": "AI117", + "title": "Contxt2026及付费试点候补", + "url": "https://speedrun.a16z.com/companies/contxt", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、3人，跨企业工具记忆/行动层；100+公司进入paid pilot waitlist，代表员工10万+。", + "limitation": "候补意向不等实付试点，潜在客户员工非本公司员工或付费席位；NYC/SF位置字段不补精确办公地。" + }, + { + "id": "SR007F2-CONTXT-HOME", + "companyId": "AI117", + "title": "Contxt官网正文访问缺项", + "url": "https://askcontxt.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "浏览工具零正文，普通HTTP403，未取得合同/定价或产品正文。", + "limitation": "依据投资方当前AI任务自述暂归C05；访问失败不证明停止服务，未绕过限制、执行脚本或提交试点。" + }, + { + "id": "SR007F2-COOP-SR", + "companyId": "AI118", + "title": "Coop2026、评测服务与销售管线", + "url": "https://speedrun.a16z.com/companies/coop", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、3人，真实机器人模型评测服务及公开控制器说法；原$225K+ pipeline。", + "limitation": "管线非签约/收入，大学合作非已付费；评测机构自述独立不等本公司的技术质量被独立验证。" + }, + { + "id": "SR007F2-COOP-HOME", + "companyId": "AI118", + "title": "Coop当前任务评测范围", + "url": "https://www.cooplabs.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "普通HTML说明固定配置/任务/评分下评测模型，试次视频仅示例，结果只适用于测试配置，提供评价咨询。", + "limitation": "未运行机器人或阅读控制器实现；不把单任务失败率外推企业能力，商业费率/客户合同未知。" + }, + { + "id": "SR007F2-CORLEN-SR", + "companyId": "AI119", + "title": "Corlen2026与首试点", + "url": "https://speedrun.a16z.com/companies/corlen", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、2人，商业地产贷款资料处理AI，成立六周后签首试点。", + "limitation": "签试点非付费或收入证明，创始人旧地产交易和前雇主AI产品不归当前公司收入。" + }, + { + "id": "SR007F2-CORLEN-HOME", + "companyId": "AI119", + "title": "Corlen AI准备资料与人工审批", + "url": "https://corlen.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "普通HTML明确AI资料准备/核对、团队最终决定；页脚Corlen为Agora Capital Markets, Inc.的DBA，示例贷款流程。", + "limitation": "贷款本金、界面金额及处理速度非平台收入/独立效果；报价、登记和DBA业务沿革缺，不能按自主标题认全自动审批。" + }, + { + "id": "SR007F2-CORLEN-TERMS", + "companyId": "AI119", + "title": "Corlen条款仅标题及运营者", + "url": "https://corlen.ai/terms", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "可读页只有Terms of Service标题及Agora Capital Markets, Inc. DBA页脚，未取得完整协议。", + "limitation": "无合同正文不推收费/SLA，法律主体/品牌起点仍待独立登记，网站访问不当放贷服务验证。" + }, + { + "id": "SR007F2-CUBE-SR", + "companyId": "AI120", + "title": "Cube2026、采用与旧融资分开", + "url": "https://speedrun.a16z.com/companies/cube-computer", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、2人、纽约，Agent持续云开发机；400+用户、开始变现自述，创始人旧Kosmik融资另列。", + "limitation": "用户不等付费，周活增长非收入增长；旧1000万融资/10万用户不能归Cube。" + }, + { + "id": "SR007F2-CUBE-HOME", + "companyId": "AI120", + "title": "Cube持续云机器及单独模型费用", + "url": "https://cube.computer/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "普通HTML可读Agent云开发机，模型和Agent账户另向供应商付费；官网明示预付积分按秒计费、无新订阅。", + "limitation": "月等效报价不当订阅MRR，原$不推币种；未安装下载软件/配置SSH或执行Agent，数据/演示不作使用核验。" + }, + { + "id": "SR007F2-CUBE-PRICE", + "companyId": "AI120", + "title": "Cube按秒计费与运行/暂停成本", + "url": "https://cube.computer/pricing/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "新机器原$12/月起为730小时等效，运行每vCPU原$6/月、暂停$2，预付余额按秒扣；暂停仍存储收费，模型费另付。", + "limitation": "旧机器可能不同定价，余额充值不等收入，免费额度不等付费；实际利用率、退款、基础设施成本及毛利需核。" + }, + { + "id": "SR007F2-CUBE-TERMS", + "companyId": "AI120", + "title": "Cube新旧收费及多个产品边界", + "url": "https://cube.computer/terms/", + "publishedAt": "2026-10-22", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "Collaborators Inc.条款管Cube/Proton/Collab，新Cube预付、Proton共钱包但另计费、Collab当前免费；legacy订阅分列。", + "limitation": "共享身份/钱包不代表各产品收入可重复计数；充值、赠送和legacy MRR需拆，条款日期非成立年或注册证明。" + }, + { + "id": "SR007F2-CUBE-LEGAL", + "companyId": "AI120", + "title": "Cube与Proton/Collab同运营者", + "url": "https://cube.computer/legal/", + "publishedAt": "2026-10-22", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "法律页自述Collaborators Inc. Delaware运营三个品牌，并说明各产品收费/生命周期区分。", + "limitation": "独立注册与旧Collaborator沿革未核，不拆三家公司或继承创始人旧Kosmik融资；注册地址非实际办公地。" } ], "reviews": [ @@ -105950,6 +106393,77 @@ "SR007F1-BRIC-HOME" ], "handling": "不以AI标签/旧ML履历或Slack旧ARR新增公司，当前保留C00；不是确认排除或公司关闭。未运行代码/提交申请，费用、法律主体和产品证据仍缺。" + }, + { + "id": "SR007F2-R-DELIVERY", + "type": "行业AI、评测及云运行交付分开", + "company": "Colmez、Contxt、Coop、Corlen、Cube Computer", + "companyIds": [ + "AI116", + "AI117", + "AI118", + "AI119", + "AI120" + ], + "scope": "companies", + "summary": "五个2026投资方档案及官网/访问范围补核，行业工作流、企业记忆、机器人评测和云运行分别分类；登记与真实付费交付未独立核。", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME", + "SR007F2-COLMEZ-TERMS", + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME", + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME", + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME", + "SR007F2-CORLEN-TERMS", + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL" + ], + "handling": "Coop只描述固定任务/配置下结果，未测其服务质量或跑机器人；Corlen官网明确AI准备、人工最终审批，条款仅外壳。Cube多品牌/旧订阅和当前按秒预付分开，不能按新品牌重复公司或直接当SaaS MRR。" + }, + { + "id": "SR007F2-R-FINANCE", + "type": "签约ARR、管线、候补、充值与自身收入分开", + "company": "Colmez、Contxt、Coop、Corlen、Cube Computer", + "companyIds": [ + "AI116", + "AI117", + "AI118", + "AI119", + "AI120" + ], + "scope": "companies", + "summary": "新增两条明确排除及两条采用观测：Colmez签约ARR、Coop管线、Contxt试点候补、Cube用户；没有新可比收入。", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-TERMS", + "SR007F2-COOP-SR", + "SR007F2-CONTXT-SR", + "SR007F2-CUBE-SR", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL", + "SR007F2-CORLEN-HOME" + ], + "handling": "需合同履约/取消退款、经常性边界及实际付费、资源使用/存储成本和跨产品净额；等效月价、充值余额、免费额度、贷款本金及前事业融资/用户不作ARR，不因差异或标签直接推造假。" + }, + { + "id": "SR007F2-R-COHERENCE", + "type": "公司新成立与当前AI主营/人工服务边界", + "company": "Coherence Health", + "scope": "excluded-candidate", + "summary": "2026成立自报已有，官网当前是健康指导/检测的三个月项目，AI实际作用与投资方AI医生说法未对齐，转pending-ai。", + "evidenceIds": [ + "SR007F2-COHERENCE-SR", + "SR007F2-COHERENCE-HOME", + "SR007F2-COHERENCE-TERMS" + ], + "handling": "不把当前人工指导按AI软件公司收入计，不迁旧公司/前雇主业绩或年底目标。网站说明非医疗服务及需另行协议，套餐/检测/教练成本须拆，未评估疗效、不提供医疗建议或将宣传当验证。" } ], "coverage": { @@ -119070,7 +119584,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007的79个唯一ID/slug；count79、next/previous空，75个普通UUID链接。当前25关联（17复用、8本系列新增）、53成立/主体待核、1AI主营待核；本系列新补读十个独立档案，其他本次仅目录。非所有批次/两年全量，既有个案更早核查见证据。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前30关联（17复用、13本系列新增）、47成立/主体待核、2AI主营待核；本系列新补读16个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", "complete": false, "records": [ { @@ -119330,12 +119844,15 @@ "url": "https://speedrun.a16z.com/companies/coherence-health", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-COHERENCE-SR", + "SR007F2-COHERENCE-HOME", + "SR007F2-COHERENCE-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方及当前公司官网自报2026成立，当前joincoherence三个月人工健康指导/检测项目与投资方AI医生描述需对应，AI实际主营待核。创始人旧公司70万年化、前雇主退出与本公司年底150万目标非已实现收入；套餐价非ARR，不作疗效或医疗建议。" }, { "id": "SR007R-C18", @@ -119343,12 +119860,16 @@ "url": "https://speedrun.a16z.com/companies/colmez", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME", + "SR007F2-COLMEZ-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；私测/客户采用为自述；产品费率/SLA需另MSA与订单。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI116" }, { "id": "SR007R-C19", @@ -119356,12 +119877,15 @@ "url": "https://speedrun.a16z.com/companies/contxt", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；投资方描述产品与付费试点候补；官网不可读，实际交付/付款未核。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI117" }, { "id": "SR007R-C20", @@ -119369,12 +119893,15 @@ "url": "https://speedrun.a16z.com/companies/coop", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；官网公开任务/试次及评价咨询；未运行实验或核控制器代码。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI118" }, { "id": "SR007R-C21", @@ -119382,12 +119909,16 @@ "url": "https://speedrun.a16z.com/companies/corlen", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME", + "SR007F2-CORLEN-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；首试点为自述，官网为演示/预约；实际合同和付费未核。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI119" }, { "id": "SR007R-C22", @@ -119395,12 +119926,18 @@ "url": "https://speedrun.a16z.com/companies/cube-computer", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；云机器/桌面和网页入口有公开收费说明，未下载安装/实际核规模。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI120" }, { "id": "SR007R-C23", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 958490c..9c06371 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-1", + "version": "2026-11-01-sr007-followup-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。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记25关联（17复用、8本系列新增）/53主体年份待核/1AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。", - "nextCheck": "先补SR007剩余53条独立档案及Bric的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。", + "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记30关联（17复用、13本系列新增）/47主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。", + "nextCheck": "先补SR007剩余47条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 2a3b520..8fe4081 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-1", + "sourceVersion": "2026-11-01-sr007-followup-2", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",