From b6e44625b6f7bc9feab4b86e649dc35e3c8b36f0 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 03:12:52 +0800 Subject: [PATCH] Classify enterprise memory and industry workflows while excluding contracted revenue from ARR --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 49 +- content/research/ai-companies.seed.json | 750 ++++++++++++++++++++- content/research/ai-companies.sources.json | 18 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 764 insertions(+), 61 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index c37a87e..8a7d150 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, 1287); + assert.equal(research.companies.length, 1293); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 5248); - assert.equal(research.observations.length, 491); + assert.equal(research.evidence.length, 5270); + assert.equal(research.observations.length, 493); 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 1e8be44..647f006 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1287); - assert.equal(initial.evidence.length, 5248); - assert.equal(initial.observations.length, 491); + assert.equal(initial.companies.length, 1293); + assert.equal(initial.evidence.length, 5270); + assert.equal(initial.observations.length, 493); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 16); + assert.equal(businessReviews.length, 18); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) .sort((a, b) => a.id.localeCompare(b.id)), "business model assessments and company/evidence links persist in the shared database"); @@ -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, 276); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 282); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 155); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 59); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 60); 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), 1287); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1293); assert.equal(summary.reduce((n, c) => n + c.self, 0), 63); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1203); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1209); 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, 278); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 284); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -644,11 +644,11 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent assert.equal(new Set(rows.map((row) => row.url)).size, 321); const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records); assert.equal(newlyRegistered.length, 242); - assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 4); - assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 43); + assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 5); + assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 49); assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1); assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144); - assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 50, + assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 43, "a known self-reported founding year does not by itself establish the current AI business"); assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232); assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) => @@ -802,6 +802,29 @@ test("care and legal delivery preserve financial exclusions and linked cost revi assert.deepEqual(reviewCompanyIds(snapshot, clinical), ["AI191", "AI194"]); }); +test("enterprise contracts and launch-year conflicts retain their exclusions", () => { + const snapshot = structuredClone(seed) as ResearchSnapshot; + const accelerator = snapshot.candidateBatches!.flatMap((batch) => batch.records) + .find((row) => row.id === "SR006R-C01")!; + assert.equal(accelerator.status, "pending-year"); + assert.equal(accelerator.companyId, undefined); + assert.ok(accelerator.evidenceIds!.includes("SRENTER1-ACCELER8-DEALROOM")); + for (const [id, value, bound] of [["HEAVI", 100000, "="], ["VERRA", 700000, "≈"]] as const) { + const contract = snapshot.observations.find((row) => row.id === `SRENTER1-O-${id}-CONTRACT`)!; + assert.equal(contract.value, value); + assert.equal(contract.bound, bound); + assert.equal(contract.selection, "excluded"); + assert.equal(contract.observedAt, undefined); + assert.equal(contract.comparisonGroup, null); + assert.equal(snapshot.companies.find((row) => row.id === contract.company)!.revenueStatus, "unknown"); + contract.metric = "arr"; + assert.ok(!arrDisclosures(snapshot).some((row) => row.observation.id === contract.id), + "even a wrongly added ARR label must not promote an excluded contract"); + assert.ok(!platformIncomeSample(snapshot, { windowDays: 90 }).points + .some((row) => row.observation.id === contract.id)); + } +}); + test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; const batch = snapshot.candidateBatches!.find((b) => b.id === "PH-2025-visible-1")!; @@ -829,7 +852,7 @@ 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, 135); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 136); }); 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 5d1ab02..46dbfaf 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr-care-legal-1", + "version": "2026-11-01-sr-enterprise-1", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -41171,6 +41171,248 @@ "SRCARE1-SAM-SR" ] } + }, + { + "id": "AI196", + "name": "Alike", + "url": "https://alike.dev", + "channel": "S14", + "cat": "C03", + "year": 2025, + "team": 8, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "多Agent团队共享决策/任务上下文、并行工作协调及人类确认。", + "buyer": "企业Agent/软件开发团队", + "delivery": "early access，CLI/MCP及工作工具集成；相关动作/提议由用户规则控制", + "price": "条款支持免费及预付收费，具体金额/分母未公开", + "businessModel": "共享上下文/协调设施，索引、同步/权限和持续存储成本待核", + "entityBasis": "Alike Labs, Inc.条款自述，alike.work/dev同产品域，独立注册未核", + "stage": "early access，CLI/MCP及工作工具集成；相关动作/提议由用户规则控制", + "cohort": "投资方自报2025成立；独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/价格/条款", + "notes": "签约、客户订单/节省、测试模型费用、处理量/用户及融资不是已核ARR；实际履约净收入/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C03", + "SRENTER1-ALIKE-HOME", + "SRENTER1-ALIKE-TERMS", + "SRENTER1-ALIKE-PRIVACY" + ], + "revenueStatus": "unknown", + "classificationBasis": "共享多Agent上下文设施归C03、跨团队组织记忆归C05；重车、分销、建筑和咨询专门流程归C07，保留软件/实施/采购协调的交付差异。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开业务、部署/权限及合同条款，未安装软件/CLI/MCP或连接企业数据；测试分数/安全/客户效率为自报，未独立测试。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C03", + "SRENTER1-ALIKE-HOME", + "SRENTER1-ALIKE-TERMS", + "SRENTER1-ALIKE-PRIVACY" + ] + } + }, + { + "id": "AI197", + "name": "Heavi", + "url": "https://Heaviai.com", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 2, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "重型车辆零件识别、供应商询价、选择确认及采购/配送协调。", + "buyer": "车队、重型车维修及零件团队", + "delivery": "公开early access；用户确认后下单/配送协调，设计伙伴及签约为自报", + "price": "具体软件/交易费或贸易差价未公开；100K仅签约声明", + "businessModel": "行业工作流＋零件采购协调，货权/总额净额/佣金、人工询价与适配/退货责任待核", + "entityBasis": "Heavi Inc网站隐私自述，独立注册及实际零件合同未核", + "stage": "公开early access；用户确认后下单/配送协调，设计伙伴及签约为自报", + "cohort": "投资方自报2025成立；独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/价格/条款", + "notes": "签约、客户订单/节省、测试模型费用、处理量/用户及融资不是已核ARR；实际履约净收入/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C20", + "SRENTER1-HEAVI-HOME", + "SRENTER1-HEAVI-PRIVACY", + "SRENTER1-HEAVI-SR" + ], + "revenueStatus": "unknown", + "classificationBasis": "共享多Agent上下文设施归C03、跨团队组织记忆归C05；重车、分销、建筑和咨询专门流程归C07，保留软件/实施/采购协调的交付差异。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开业务、部署/权限及合同条款，未安装软件/CLI/MCP或连接企业数据；测试分数/安全/客户效率为自报，未独立测试。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C20", + "SRENTER1-HEAVI-HOME", + "SRENTER1-HEAVI-PRIVACY", + "SRENTER1-HEAVI-SR" + ] + } + }, + { + "id": "AI198", + "name": "Modern Industrials", + "url": "https://modernindustrials.com", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 4, + "location": "New York, New York, United States of America（投资方资料）", + "business": "分销商/制造商的AI询价、订单和ERP工作流定制。", + "buyer": "分销商、制造商及其内销/客服团队", + "delivery": "按企业定制集成，初始只读/人工审核，限定授权后写ERP", + "price": "未见公开金额、计费单位或具体软件/实施合同", + "businessModel": "定制AI系统＋集成/支持；部署复用程度、人工规则/ERP维护与订单返工成本未知", + "entityBasis": "官网页脚Korman Labs Inc.自述，独立注册及具体合同未核", + "stage": "按企业定制集成，初始只读/人工审核，限定授权后写ERP", + "cohort": "投资方自报2025成立；独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/价格/条款", + "notes": "签约、客户订单/节省、测试模型费用、处理量/用户及融资不是已核ARR；实际履约净收入/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C28", + "SRENTER1-MODERN-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "共享多Agent上下文设施归C03、跨团队组织记忆归C05；重车、分销、建筑和咨询专门流程归C07，保留软件/实施/采购协调的交付差异。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开业务、部署/权限及合同条款，未安装软件/CLI/MCP或连接企业数据；测试分数/安全/客户效率为自报，未独立测试。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C28", + "SRENTER1-MODERN-HOME" + ] + } + }, + { + "id": "AI199", + "name": "Piper-ai", + "url": "https://piper-ai.com", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 7, + "location": "SF, California, United States of America（投资方资料）", + "business": "施工前范围生成、分包比标、估算复核及排期的AI工作流。", + "buyer": "总包企业施工前/估算和项目团队", + "delivery": "项目/公司知识整合与引用输出，专家复核、P6/MS Project导出；公开demo", + "price": "未见公开金额、按项目/席位/用量或实施费的实际合同", + "businessModel": "建设项目工作流软件，图纸/OCR、历史成本整理、集成/专业复核成本待核", + "entityBasis": "Piper AI Ltd.官网条款及政策自述，独立登记/采购合同未核", + "stage": "项目/公司知识整合与引用输出，专家复核、P6/MS Project导出；公开demo", + "cohort": "投资方自报2025成立；独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/价格/条款", + "notes": "签约、客户订单/节省、测试模型费用、处理量/用户及融资不是已核ARR；实际履约净收入/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C36", + "SRENTER1-PIPER-HOME", + "SRENTER1-PIPER-TERMS", + "SRENTER1-PIPER-PRIVACY" + ], + "revenueStatus": "unknown", + "classificationBasis": "共享多Agent上下文设施归C03、跨团队组织记忆归C05；重车、分销、建筑和咨询专门流程归C07，保留软件/实施/采购协调的交付差异。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开业务、部署/权限及合同条款，未安装软件/CLI/MCP或连接企业数据；测试分数/安全/客户效率为自报，未独立测试。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C36", + "SRENTER1-PIPER-HOME", + "SRENTER1-PIPER-TERMS", + "SRENTER1-PIPER-PRIVACY" + ] + } + }, + { + "id": "AI200", + "name": "Sentra（sentra.app）", + "url": "https://sentra.app/", + "channel": "S14", + "cat": "C05", + "year": 2025, + "team": 12, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "从企业会议/消息/代码和文档编制组织记忆，向人员/Agent提供权限内上下文。", + "buyer": "企业管理/业务团队及内部Agent开发者", + "delivery": "自述Cloud/VPC/隔离本地部署，API/MCP和多源集成，采购需demo", + "price": "条款有周期自动续订，金额/计费分母未公开", + "businessModel": "企业组织记忆软件，接入/权限、记忆更新/删除、部署运维与模型成本待核", + "entityBasis": "Dynamis Labs, Inc.条款及页脚自述，独立注册和具体DPA未核", + "stage": "自述Cloud/VPC/隔离本地部署，API/MCP和多源集成，采购需demo", + "cohort": "投资方自报2025成立；独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/价格/条款", + "notes": "签约、客户订单/节省、测试模型费用、处理量/用户及融资不是已核ARR；实际履约净收入/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C44", + "SRENTER1-SENTRA-HOME", + "SRENTER1-SENTRA-TERMS", + "SRENTER1-SENTRA-PRIVACY", + "SRENTER1-SENTRA-BENCH" + ], + "revenueStatus": "unknown", + "classificationBasis": "共享多Agent上下文设施归C03、跨团队组织记忆归C05；重车、分销、建筑和咨询专门流程归C07，保留软件/实施/采购协调的交付差异。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开业务、部署/权限及合同条款，未安装软件/CLI/MCP或连接企业数据；测试分数/安全/客户效率为自报，未独立测试。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C44", + "SRENTER1-SENTRA-HOME", + "SRENTER1-SENTRA-TERMS", + "SRENTER1-SENTRA-PRIVACY", + "SRENTER1-SENTRA-BENCH" + ] + } + }, + { + "id": "AI201", + "name": "Verra（咨询知识软件）", + "url": "https://verra.com/", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 2, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "咨询机构的知识检索、项目记忆、治理及来源可追踪草稿。", + "buyer": "咨询公司及其顾问/知识管理团队", + "delivery": "客户自有云单租户与记忆审核为自述，公开demo；旧产品名Meridian", + "price": "条款支持可能的周期预付，具体报价未公开；约700K仅签约声明", + "businessModel": "咨询行业知识软件＋部署集成，云/整理/质量审核与实际净费未知", + "entityBasis": "Lighthouse Software Technologies, Inc. dba Verra条款；公司自述2025年12月成立，独立注册未核", + "stage": "客户自有云单租户与记忆审核为自述，公开demo；旧产品名Meridian", + "cohort": "投资方自报2025成立；独立注册及品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/价格/条款", + "notes": "签约、客户订单/节省、测试模型费用、处理量/用户及融资不是已核ARR；实际履约净收入/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C58", + "SRENTER1-VERRA-HOME", + "SRENTER1-VERRA-SECURITY", + "SRENTER1-VERRA-TERMS", + "SRENTER1-VERRA-PRESS", + "SRENTER1-VERRA-SR" + ], + "revenueStatus": "unknown", + "classificationBasis": "共享多Agent上下文设施归C03、跨团队组织记忆归C05；重车、分销、建筑和咨询专门流程归C07，保留软件/实施/采购协调的交付差异。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开业务、部署/权限及合同条款，未安装软件/CLI/MCP或连接企业数据；测试分数/安全/客户效率为自报，未独立测试。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C58", + "SRENTER1-VERRA-HOME", + "SRENTER1-VERRA-SECURITY", + "SRENTER1-VERRA-TERMS", + "SRENTER1-VERRA-PRESS", + "SRENTER1-VERRA-SR" + ] + } } ], "observations": [ @@ -48863,6 +49105,36 @@ "reason": "品牌不等付费；每产品节省12K非自身收入", "bound": "≥", "comparisonGroup": null + }, + { + "id": "SRENTER1-O-HEAVI-CONTRACT", + "company": "AI197", + "name": "Heavi", + "kind": "公司自述签约收入", + "value": 100000, + "unit": "原文$，币种待核", + "timing": "档案未给具体业务截至日；2026-11-01为读取日", + "evidence": "SRENTER1-HEAVI-SR", + "scope": "签约口径，履约/付款及经常性未知", + "selection": "excluded", + "reason": "contracted revenue无合同期限/上线履约、取消/净额或回款，不作已实现收入或ARR；客户省时和创始人旧公司收入另分", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SRENTER1-O-VERRA-CONTRACT", + "company": "AI201", + "name": "Verra（咨询知识软件）", + "kind": "公司自述约签约额", + "value": 700000, + "unit": "原文$，币种待核", + "timing": "四个月及since January自述，Jan年份/具体截至日未注明", + "evidence": "SRENTER1-VERRA-SR", + "scope": "签约口径，履约/付款及经常性未知", + "selection": "excluded", + "reason": "约700K contracted未注明合同期限/履行/取消、净额与币种，不作已实现收入或ARR；每月3x无明确分母，融资非收入", + "bound": "≈", + "comparisonGroup": null } ], "evidence": [ @@ -104814,7 +105086,7 @@ }, { "id": "SRPRO1-P-SR006R-C03", - "companyId": null, + "companyId": "AI196", "title": "Alike公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/alike", "publishedAt": null, @@ -104968,7 +105240,7 @@ }, { "id": "SRPRO1-P-SR006R-C20", - "companyId": null, + "companyId": "AI197", "title": "Heavi公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/heavi", "publishedAt": null, @@ -105034,7 +105306,7 @@ }, { "id": "SRPRO1-P-SR006R-C28", - "companyId": null, + "companyId": "AI198", "title": "Modern Industrials公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/modern-industrials", "publishedAt": null, @@ -105111,7 +105383,7 @@ }, { "id": "SRPRO1-P-SR006R-C36", - "companyId": null, + "companyId": "AI199", "title": "Piper-ai公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/piper-ai", "publishedAt": null, @@ -105188,7 +105460,7 @@ }, { "id": "SRPRO1-P-SR006R-C44", - "companyId": null, + "companyId": "AI200", "title": "Sentra公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/sentra", "publishedAt": null, @@ -105331,7 +105603,7 @@ }, { "id": "SRPRO1-P-SR006R-C58", - "companyId": null, + "companyId": "AI201", "title": "Verra公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/verra", "publishedAt": null, @@ -106593,6 +106865,248 @@ "kind": "公开投资方品牌/产品对应核对", "summary": "投资方档案自报2025、2人、旧称Quo Labs，链接withsam.com；按实际家庭语音陪伴交付分类。", "limitation": "仅品牌/域名关联，不当法律主体注册证明；1.4B老人是目标市场而非用户，不误并其他同名Sam/Quo。" + }, + { + "id": "SRENTER1-ACCELER8-HOME", + "companyId": null, + "title": "Acceler8公开前端的人力规划产品", + "url": "https://useacceler8.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "首页HTML无可读正文；其实际引用公开JS静态可读AI能力/继任/人员发展规划、企业部署和原HR系统之上的分析。", + "limitation": "仅静态读https://useacceler8.com/assets/index-4WX-jN3Z.js，SHA256 bcc8d87f37f9707cc6e5ebd70f750d29d41fd2a50036b3be3855efacd7b5a527；未执行、接员工数据或进入管理路由。客户/创始人过往融资不作自身收入。" + }, + { + "id": "SRENTER1-ACCELER8-POLICY", + "companyId": null, + "title": "Acceler8公开隐私主体及动态更新时间", + "url": "https://useacceler8.com/privacy-policy", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "公开JS的privacy-policy路由列TC Capita Pte Ltd；terms-of-service描述AI人才发展，未见公开实价。条款更新时间用客户端new Date()生成。", + "limitation": "未执行代码；动态当前日期不当真实修订/注册日期，TC Capita与Acceler8品牌及成立年未由注册原件核对，不套用英国等同名公司。" + }, + { + "id": "SRENTER1-ACCELER8-DEALROOM", + "companyId": null, + "title": "Acceler8同域目录上线年与成立自报差异", + "url": "https://app.dealroom.co/companies/acceler8_1", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "已确认来源Dealroom单个公开档案交叉核对", + "summary": "Dealroom公开全文列useacceler8.com及theacceler8公司链接，Launch date 2024；与Speedrun Founded2025口径有差异。", + "limitation": "上线年、公司成立年和品牌起点不同；目录AI生成简介/融资字段不代公司原件，保留年份待核而非自动定2024；未登录/获取付费档案。" + }, + { + "id": "SRENTER1-ALIKE-HOME", + "companyId": "AI196", + "title": "Alike共享Agent工作上下文", + "url": "https://alike.dev/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "面向多Agent团队，记录任务/决策和来源并在运行中共享上下文、冲突提示和人工确认；入口为early access。", + "limitation": "50K agents/95%有用/49%主动提及为厂商自报，分母/日期/独立测试未核；不当付费数/收入。页面安装指令未执行、未连接工作资料。" + }, + { + "id": "SRENTER1-ALIKE-TERMS", + "companyId": "AI196", + "title": "Alike多Agent账户和计费边界", + "url": "https://alike.dev/terms", + "publishedAt": "2026-09-12", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "2026-09-12条款主体Alike Labs, Inc.，含CLI/MCP和集成；外发动作需用户/规则确认，同事变更为可接受/拒绝建议；支持免费和预付收费。", + "limitation": "未见金额、计费单位及实际合同；免费/试用条款不证明当前无限免费或已收费，Agent行动日志不当独立可靠性实测。" + }, + { + "id": "SRENTER1-ALIKE-PRIVACY", + "companyId": "AI196", + "title": "Alike存储、共享和第三方模型", + "url": "https://alike.dev/privacy", + "publishedAt": "2026-09-12", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "2026-09-12政策列按项/属性共享、数据库执行权限；相关内容送第三方模型处理但Alike不训练。断开集成后已复制内容保留至删除/销户。", + "limitation": "不训练不等不传出/不存储；客户终端用户资料另受服务协议/DPA，未获取实际合同或验证撤权传播。" + }, + { + "id": "SRENTER1-HEAVI-HOME", + "companyId": "AI197", + "title": "Heavi零件检索到采购配送", + "url": "https://heaviai.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "输入VIN/YMM和需求，搜原厂/售后目录、邮件/电话询价，用户确认选择后协助下单/配送；公开入口为early access/waitlist。", + "limitation": "不保证所有目录可用或全部自动；价格、软件费/佣金/贸易差价与货权责任未公开，未下单或接真实车队数据。" + }, + { + "id": "SRENTER1-HEAVI-PRIVACY", + "companyId": "AI197", + "title": "Heavi网站隐私的主体范围", + "url": "https://heaviai.com/privacy", + "publishedAt": "2026-03-12", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "2026-03-12网站隐私列Heavi Inc，覆盖网站互动/追踪等。", + "limitation": "网站隐私不代零件买卖/采购订单及质保/适配责任；独立注册、供应商合同与用户交易未核。" + }, + { + "id": "SRENTER1-HEAVI-SR", + "companyId": "AI197", + "title": "Heavi签约收入与设计伙伴", + "url": "https://speedrun.a16z.com/companies/heavi", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公开投资方档案签约声明范围核对", + "summary": "档案自报2025、2人、5个design partners和原$100,000 contracted revenue；客户省时/利润提升亦为自报。", + "limitation": "合同期限、经常性、取消/上线/履约和付款、ISO币种/财务截止日未给，不作已实现ARR。创始人前公司250M收入及融资不迁入Heavi。" + }, + { + "id": "SRENTER1-MODERN-HOME", + "companyId": "AI198", + "title": "Modern Industrials定制集成与人审/写权限", + "url": "https://www.modernindustrials.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "面向分销商/制造商，定制AI读取询价/订单、匹配目录和定价规则并生成ERP草稿；先只读，用户批准后限定动作写入；页脚Korman Labs Inc.。", + "limitation": "每部署定制、集成/持续支持非零成本；未见实价/合同，客户订单和ROI非公司收入，公开安全/错误控制和ERP兼容未实测。" + }, + { + "id": "SRENTER1-PIPER-HOME", + "companyId": "AI199", + "title": "Piper施工前准备交付", + "url": "https://piper-ai.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "面向总包施工前团队，整合图纸/规范/报价/历史数据，形成范围、比标、估算复核及CPM计划，来源引用及P6/MS Project导出。", + "limitation": "未运行项目/下载客户材料；客户3B公司规模、投标金额/省时不是Piper收入，无公开实价/计费单位，专业最终审核/责任需合同。" + }, + { + "id": "SRENTER1-PIPER-TERMS", + "companyId": "AI199", + "title": "Piper网站条款与付费合同缺项", + "url": "https://piper-ai.com/terms-of-use", + "publishedAt": "2025-10-09", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "2025-10-09网站条款主体Piper AI Ltd.，覆盖网站/相关服务；不是已签采购或工程专业委托。", + "limitation": "未获具体企业订阅/项目实施订单、责任/净费和独立注册，网站条款日期不当成立原件。" + }, + { + "id": "SRENTER1-PIPER-PRIVACY", + "companyId": "AI199", + "title": "Piper个人资料与产品训练处理范围", + "url": "https://piper-ai.com/privacy-policy", + "publishedAt": "2026-10-19", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "2026-10-19政策含访问/产品使用分析、服务改进；匿名/汇总资料可用于训练、基准和AI研究。", + "limitation": "该政策不等具体项目文档全部用于训练或全部禁训，采购DPA/保密、退出/删除需另核；未收集个人/工程资料。" + }, + { + "id": "SRENTER1-SENTRA-HOME", + "companyId": "AI200", + "title": "Sentra组织记忆和部署模式", + "url": "https://www.sentra.app/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "企业交互/代码/文档编成可按权限访问的组织上下文，供人员和Agent用API/MCP；自述Cloud、客户VPC及隔离本地部署。", + "limitation": "部署/安全报告、200+连接和客户效果为自报，未连接/授权或实测；统一组织记忆不等新通用基础模型，实价未知。" + }, + { + "id": "SRENTER1-SENTRA-TERMS", + "companyId": "AI200", + "title": "Sentra软件订阅与主体", + "url": "https://www.sentra.app/terms", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "条款主体Dynamis Labs, Inc.，2026年3月更新，仅给月份；提供AI组织分析，支持自动续订、具体周期由计划决定。", + "limitation": "未取得具体金额/单位或付费订单；不把月份补成精确日，不将网站许可代客户DPA/权限合同，独立注册未核。" + }, + { + "id": "SRENTER1-SENTRA-PRIVACY", + "companyId": "AI200", + "title": "Sentra会议参与人与组织摘要权限", + "url": "https://www.sentra.app/data-privacy", + "publishedAt": "2025-07-18", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "2025-07-18公开说明私密会议不入组织记忆、完整转写限产生者；组织角色/分享决定摘要可见性，并列导出/删除入口。", + "limitation": "仅政策说明，非撤权/分享/脱敏实测；摘要也可能敏感，未授权集成或读员工资料。首页广泛数据源与较早会议政策需实际合同/当前配置核对。" + }, + { + "id": "SRENTER1-SENTRA-BENCH", + "companyId": "AI200", + "title": "Sentra自报编码Agent记忆测试成本", + "url": "https://www.sentra.app/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司公开技术测试摘要及成本范围", + "summary": "首页列Terminal-Bench2.1、445 trials、88.31%平均reward和模型费从1,862.98至510.30的同基准对比，声称少72.6%。", + "limitation": "仅官网结果摘要，未读完整论文/复现实验；不当独立榜单核验或通用性能保证，模型测试费用非公司收入/全成本毛利。官网桌面下载浏览器失败，未下载/执行二进制。" + }, + { + "id": "SRENTER1-VERRA-HOME", + "companyId": "AI201", + "title": "Verra咨询机构记忆产品", + "url": "https://verra.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "面向咨询机构，历史项目/模型/交付物形成知识与草稿；公开演示入口，单租户部署和来源/权限治理。", + "limitation": "75M页/24K交付/90%日用和客户效率为自报，不等付费/收入；实际部署/留存和统一实价未核，不误并碳认证等同名Verra。" + }, + { + "id": "SRENTER1-VERRA-SECURITY", + "companyId": "AI201", + "title": "Verra自有云部署及记忆审核", + "url": "https://verra.com/security", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "官网称客户自有云单租户，团队审批共享记忆、按角色控制、撤权传播，不训练共享模型。", + "limitation": "未取得SOC2/渗透报告或DPA，权限和撤权未测；部署内仍有集成/云运维成本，是否适用具体客户需核约。" + }, + { + "id": "SRENTER1-VERRA-TERMS", + "companyId": "AI201", + "title": "Verra主体、内容/使用资料条款", + "url": "https://verra.com/legal/terms-of-service", + "publishedAt": "2025-11-15", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "2025-11-15条款Lighthouse Software Technologies, Inc. dba Verra；产品描述仍含AI-search visibility/知识管理。允许去识别/汇总Usage Data改进/训练、可能周期预付续订。", + "limitation": "当前咨询记忆与旧描述/宽内容许可的适用需实际MSA/DPA核，不把不训练共享模型外推零存储/处理；未见具体金额/合同。日期早于12月成立自述，同属2025且非注册核验。" + }, + { + "id": "SRENTER1-VERRA-PRESS", + "companyId": "AI201", + "title": "Verra融资、业务成立自述和客户效果", + "url": "https://verra.com/media/press/verra-raises-5m-seed", + "publishedAt": "2026-08-11", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/合同及业务范围核对", + "summary": "公司2026-08-11公告称2025年12月成立、总部NY，获5M seed/先前500K preseed及咨询客户采用。", + "limitation": "公告非融资到账/注册证明，融资不当营业额；估计客户215K工时节省不乘费率估自身收入。投资方档案SF保留不同资料口径。" + }, + { + "id": "SRENTER1-VERRA-SR", + "companyId": "AI201", + "title": "Verra约700K签约声明", + "url": "https://speedrun.a16z.com/companies/verra", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公开投资方档案合同/增长口径核对", + "summary": "档案2025、2人；Meridian为咨询知识系统，四个月约原$700K contracted，since January每月3x自报。", + "limitation": "未注明Jan年份、增长指标定义、合同周期/净额、履约/付款或ISO币种和财务日；签约和客户竞品评测胜出不等实现ARR/独立技术结果。" } ], "reviews": [ @@ -117572,6 +118086,144 @@ "SRCARE1-SAM-PRICE", "SRCARE1-SAM-SR" ] + }, + { + "id": "SRENTER1-R-BOUNDARY", + "type": "企业记忆和行业工作流分类", + "company": "本批七个候选", + "scope": "companies", + "summary": "六项2025自报及当前AI交付对应，按Agent设施、跨团队组织记忆、重车/分销/建筑/咨询流程分类；Acceler8转年份待核。", + "handling": "新增22证据与2条excluded合同原始观测，原491观测/YC覆盖保留，ARR/MRR可比样本不变；没有运行外部产品或读企业个人/工作资料。", + "companyIds": [ + "AI196", + "AI197", + "AI198", + "AI199", + "AI200", + "AI201" + ], + "evidenceIds": [ + "SRENTER1-ALIKE-HOME", + "SRENTER1-HEAVI-HOME", + "SRENTER1-MODERN-HOME", + "SRENTER1-PIPER-HOME", + "SRENTER1-SENTRA-HOME", + "SRENTER1-VERRA-HOME" + ] + }, + { + "id": "SRENTER1-R-CONTRACT", + "type": "合同、采购和研究成本非已实现ARR", + "company": "Heavi、Verra、Sentra", + "scope": "companies", + "summary": "Heavi100K contracted revenue、Verra约700K contracted，皆无净额/期限/财务日与履约回款；Sentra模型测试费用是测试支出，客户订单/融资另属其他口径。", + "handling": "两签约数保留经营表但selection excluded、无ARR标签/币种日推定和比较组；不把多月合同平均摊ARR、3x乘基数估收入或把旧公司融资/营业额迁入。", + "companyIds": [ + "AI197", + "AI200", + "AI201" + ], + "evidenceIds": [ + "SRENTER1-HEAVI-SR", + "SRENTER1-VERRA-SR", + "SRENTER1-VERRA-PRESS", + "SRENTER1-SENTRA-BENCH" + ] + }, + { + "id": "SRENTER1-R-CONTEXT", + "type": "共享记忆、权限和技术验证边界", + "company": "Alike、Sentra、Verra", + "scope": "companies", + "summary": "Alike强调共享Agent环境及用户规则；Sentra提供组织记忆，私密会议与组织摘要分层；Verra以客户自有云/记忆审核为自述。", + "handling": "第三方处理、复制存储、共享模型训练与产品改进不同。Alike断开集成不自动删副本；Verra旧条款Usage Data训练与不训练共享模型须具体DPA核；Sentra官网测试摘要未读全文/复现，不当独立跑分。", + "companyIds": [ + "AI196", + "AI200", + "AI201" + ], + "evidenceIds": [ + "SRENTER1-ALIKE-PRIVACY", + "SRENTER1-SENTRA-PRIVACY", + "SRENTER1-SENTRA-BENCH", + "SRENTER1-VERRA-SECURITY", + "SRENTER1-VERRA-TERMS" + ] + }, + { + "id": "SRENTER1-R-IMPLEMENTATION", + "type": "采购协调、定制ERP和专业项目责任", + "company": "Heavi、Modern Industrials、Piper", + "scope": "companies", + "summary": "Heavi询价/采购/配送，Modern每企业定制、只读到限定写入，Piper跨图纸/比标/估算及排期输出，均有系统接入和人工判断。", + "handling": "未见统一金额，不推按席位/抽佣费率；零件货权/退货、ERP错误重做和工程复核责任需合同，客户资金流/投标额或省时不作供应商净收入。", + "companyIds": [ + "AI197", + "AI198", + "AI199" + ], + "evidenceIds": [ + "SRENTER1-HEAVI-HOME", + "SRENTER1-HEAVI-PRIVACY", + "SRENTER1-MODERN-HOME", + "SRENTER1-PIPER-HOME", + "SRENTER1-PIPER-TERMS", + "SRENTER1-PIPER-PRIVACY" + ] + }, + { + "id": "SRENTER1-R-ACCELER8", + "type": "上线/成立和隐私主体缺项", + "company": "Acceler8", + "scope": "excluded-candidate", + "summary": "官网当前AI人力规划明确，但Speedrun Founded2025、Dealroom同域Launch2024及TC Capita政策主体需区分。条款更新时间由new Date()动态生成。", + "handling": "转年份待核、暂不新增公司；不以同名英国企业代主体、不把动态日期当真实修订或造假证据，也不据总部/人数不一致推财务风险。需公司编号/原始沿革核注册及产品起点。", + "evidenceIds": [ + "SRENTER1-ACCELER8-HOME", + "SRENTER1-ACCELER8-POLICY", + "SRENTER1-ACCELER8-DEALROOM" + ] + }, + { + "id": "MODEL1-ENTERPRISE-MEMORY", + "type": "商业模式初评", + "company": "共享企业记忆与治理服务", + "scope": "companies", + "summary": "已核事实：Alike提供共享Agent上下文，Sentra跨工具组织记忆，Verra侧重咨询知识、客户云及人工审核；后两项具体报价未知，权限/隔离为自报。", + "handling": "待验证判断：先核实际收费分母和采购预算，分软件订阅、接入实施及长期维护；按每客户记录摄取/存储/更新、索引/模型、权限同步/撤权/删除和云运维成本，用真实任务评估返工、使用频率和30/90日留存。不可由token节省、代理数、处理量或单测试分数直接估毛利/ARR；跨行业和专门行业采购周期分开验证。", + "companyIds": [ + "AI196", + "AI200", + "AI201" + ], + "evidenceIds": [ + "SRENTER1-ALIKE-TERMS", + "SRENTER1-ALIKE-PRIVACY", + "SRENTER1-SENTRA-TERMS", + "SRENTER1-SENTRA-PRIVACY", + "SRENTER1-VERRA-TERMS", + "SRENTER1-VERRA-SECURITY" + ] + }, + { + "id": "MODEL1-INDUSTRIAL-WORKFLOWS", + "type": "商业模式初评", + "company": "行业知识工作流＋定制集成/采购协调", + "scope": "companies", + "summary": "已核事实：Heavi检索询价到零件配送，Modern定制ERP销售订单系统，Piper形成专业项目交付；公开价格/净费未知，人审和授权边界各异。", + "handling": "待验证判断：以单一重复工作流核客户愿付净费，分软件、实施/持续服务与商品/协调费，记录数据整理、目录和ERP适配、人工异常/返工及供应商支持成本。按客户/项目核交付验收、退货、现金/回款和重复任务；实施收入与续费及商品总额净额分列，不用客户订单规模/省时估自身ARR。", + "companyIds": [ + "AI197", + "AI198", + "AI199" + ], + "evidenceIds": [ + "SRENTER1-HEAVI-HOME", + "SRENTER1-HEAVI-SR", + "SRENTER1-MODERN-HOME", + "SRENTER1-PIPER-HOME", + "SRENTER1-PIPER-TERMS" + ] } ], "coverage": { @@ -134722,7 +135374,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006", "accessedAt": "2026-11-01", - "scope": "公开有限名单59项；21关联、5旧年、0既有超年、2品牌/年份待核、31当前AI/主体待核。法律/医疗与家庭照护新增关联，原位置/URL/证据保留；目录不等独立技术/财务审计完成。", + "scope": "公开SR006有限名单59项；27关联、5旧年、0既有超年、3品牌/年份待核、24当前AI/主体待核。Acceler8上线/成立及TC Capita主体转年份待核，六项企业/行业AI新关联；签约原数保留并排除ARR比较，原位置/URL不变。", "complete": false, "records": [ { @@ -134732,12 +135384,15 @@ "categoryId": "C00", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "pending-year", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C01" + "SRPRO1-P-SR006R-C01", + "SRENTER1-ACCELER8-HOME", + "SRENTER1-ACCELER8-POLICY", + "SRENTER1-ACCELER8-DEALROOM" ], - "note": "已读独立档案，自报Founded 2025、15人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "当前AI人力规划明确；Speedrun自报2025，Dealroom同域公开Launch date2024，官网政策另列TC Capita Pte Ltd。上线/品牌/公司起点口径未核，转pending-year不自动排成2024；动态条款更新时间不当注册/真实修订日。" }, { "id": "SR006R-C02", @@ -134761,15 +135416,19 @@ "id": "SR006R-C03", "name": "Alike", "url": "https://speedrun.a16z.com/companies/alike", - "categoryId": "C00", + "categoryId": "C03", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C03" + "SRPRO1-P-SR006R-C03", + "SRENTER1-ALIKE-HOME", + "SRENTER1-ALIKE-TERMS", + "SRENTER1-ALIKE-PRIVACY" ], - "note": "已读独立档案，自报Founded 2025、8人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2025与当前AI主营已对应，按买方/实际工作流分类；独立登记、付费订单/净费与交付效果仍待核，签约/客户规模或节省不作ARR。", + "companyId": "AI196" }, { "id": "SR006R-C04", @@ -135018,15 +135677,19 @@ "id": "SR006R-C20", "name": "Heavi", "url": "https://speedrun.a16z.com/companies/heavi", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C20" + "SRPRO1-P-SR006R-C20", + "SRENTER1-HEAVI-HOME", + "SRENTER1-HEAVI-PRIVACY", + "SRENTER1-HEAVI-SR" ], - "note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2025与当前AI主营已对应，按买方/实际工作流分类；独立登记、付费订单/净费与交付效果仍待核，签约/客户规模或节省不作ARR。", + "companyId": "AI197" }, { "id": "SR006R-C21", @@ -135144,15 +135807,17 @@ "id": "SR006R-C28", "name": "Modern Industrials", "url": "https://speedrun.a16z.com/companies/modern-industrials", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C28" + "SRPRO1-P-SR006R-C28", + "SRENTER1-MODERN-HOME" ], - "note": "已读独立档案，自报Founded 2025、4人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2025与当前AI主营已对应，按买方/实际工作流分类；独立登记、付费订单/净费与交付效果仍待核，签约/客户规模或节省不作ARR。", + "companyId": "AI198" }, { "id": "SR006R-C29", @@ -135260,15 +135925,19 @@ "id": "SR006R-C36", "name": "Piper-ai", "url": "https://speedrun.a16z.com/companies/piper-ai", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C36" + "SRPRO1-P-SR006R-C36", + "SRENTER1-PIPER-HOME", + "SRENTER1-PIPER-TERMS", + "SRENTER1-PIPER-PRIVACY" ], - "note": "已读独立档案，自报Founded 2025、7人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2025与当前AI主营已对应，按买方/实际工作流分类；独立登记、付费订单/净费与交付效果仍待核，签约/客户规模或节省不作ARR。", + "companyId": "AI199" }, { "id": "SR006R-C37", @@ -135387,15 +136056,20 @@ "id": "SR006R-C44", "name": "Sentra", "url": "https://speedrun.a16z.com/companies/sentra", - "categoryId": "C00", + "categoryId": "C05", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C44" + "SRPRO1-P-SR006R-C44", + "SRENTER1-SENTRA-HOME", + "SRENTER1-SENTRA-TERMS", + "SRENTER1-SENTRA-PRIVACY", + "SRENTER1-SENTRA-BENCH" ], - "note": "已读独立档案，自报Founded 2025、12人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2025与当前AI主营已对应，按买方/实际工作流分类；独立登记、付费订单/净费与交付效果仍待核，签约/客户规模或节省不作ARR。", + "companyId": "AI200" }, { "id": "SR006R-C45", @@ -135590,15 +136264,21 @@ "id": "SR006R-C58", "name": "Verra", "url": "https://speedrun.a16z.com/companies/verra", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C58" + "SRPRO1-P-SR006R-C58", + "SRENTER1-VERRA-HOME", + "SRENTER1-VERRA-SECURITY", + "SRENTER1-VERRA-TERMS", + "SRENTER1-VERRA-PRESS", + "SRENTER1-VERRA-SR" ], - "note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2025与当前AI主营已对应，按买方/实际工作流分类；独立登记、付费订单/净费与交付效果仍待核，签约/客户规模或节省不作ARR。", + "companyId": "AI201" }, { "id": "SR006R-C59", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 15cf4dd..da6cc44 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr-care-legal-1", + "version": "2026-11-01-sr-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。", @@ -2822,10 +2822,10 @@ "app.dealroom.co" ], "initialAccess": "官网可读取", - "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。 另读取Aparti公开档案并以公司自述成立关联；四个个案仍不等两年筛选全集，AI生成简介、上线与融资估值分开。 另复查Aernata目录搜索缓存，简介写Arnata物流AI，与YC现化学/旧Pentagon业务未对齐，仅登记来源对应缺项，未迁入其功能或财务。 另Codity原站搜索缓存2024/不同创始字段，与当前公司主页2025/官网Ekaha沿革尚未对齐；直达Cache miss，不据目录自动排除或迁入财务。", - "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。 Aernata/Arnata同名及目录AI生成简介需公司原始资料和主体链核实，不能据名录摘要扩写当前AI交付。 Codity同域2024/2025与创始字段需法律主体/历史业务原始证据消歧，缓存不视为已读全文。", + "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。 另读取Aparti公开档案并以公司自述成立关联；四个个案仍不等两年筛选全集，AI生成简介、上线与融资估值分开。 另复查Aernata目录搜索缓存，简介写Arnata物流AI，与YC现化学/旧Pentagon业务未对齐，仅登记来源对应缺项，未迁入其功能或财务。 另Codity原站搜索缓存2024/不同创始字段，与当前公司主页2025/官网Ekaha沿革尚未对齐；直达Cache miss，不据目录自动排除或迁入财务。 2026-11-01直接读取Acceler8同域公开全文，Launch date2024与Speedrun2025成立自报有口径差异；纳年份待核，仍不代表两年筛选清单。", + "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。 Aernata/Arnata同名及目录AI生成简介需公司原始资料和主体链核实，不能据名录摘要扩写当前AI交付。 Codity同域2024/2025与创始字段需法律主体/历史业务原始证据消歧，缓存不视为已读全文。 Acceler8的TC Capita隐私主体、2024上线及2025成立需编号/公司原始沿革核对。", "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" + "accessRecheckedAt": "2026-11-01" }, { "id": "S04", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：34已补官网关联、50当前AI/主体待核、4品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批114关联、1既有超年、145旧年、5品牌/年份、56当前AI/交付待核。新增Fearn/Logical Health/Advocate/Concorda/Miraka/Quo Labs-Sam，分别保留法律/临床服务、机构运营软件、家庭协调及硬件计费，专业合同/注册/实际净收入仍缺。Miraka340K annual run rate缺定义/币种/指标日不导ARR，Logical客户16M节省、Sam用户/分钟及标价不导财务。Pluvo/Taxnova等沿革未决及YC/491财务观测保留。", - "nextCheck": "继续50个新批次及SR007六个主营待核、10复用变化；核品牌/主体沿革、实际合同/注册与财务币种/日、净实收/成本及留存。Fearn Legal/AI费用分配、Concorda法律服务主体、Miraka run rate定义/保险拒赔回款、Logical机构收费、Advocate会员/代付净费和Sam终身云成本未核；不从客户效果/标价/预约/用户量年化ARR。", + "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：40已补官网关联、43当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批120关联、1既有超年、145旧年、6品牌/年份、49当前AI/交付待核。新增Alike/Heavi/Modern Industrials/Piper/Sentra/Verra；Acceler8的2025自报与Dealroom同域2024上线及TC Capita主体未核，转年份待核。新增两条签约原数但排除收入/ARR比较，原491经营记录、ARR/MRR样本及YC覆盖保留。目录不等全部注册/技术/财务审计完成。", + "nextCheck": "继续43个新批次及SR007六个主营待核、10复用变化；核Acceler8及其他品牌/注册沿革、实际合同/净费/财务币种日。Heavi及Verra签约期限/取消/上线履约/回款，工业采购货权/净费、ERP实施返工、企业记忆摄取/权限/删除和持续运维成本未核。不得从签约、客户订单/省时、基准费用、采用量或融资推ARR/造假概率。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3189,8 +3189,8 @@ }, "outsideTargetYears": 138, "targetYearSelfReports": 88, - "newLinkedCompanies": 34, - "pendingCurrentAIOrIdentity": 50, + "newLinkedCompanies": 40, + "pendingCurrentAIOrIdentity": 43, "records": [ { "candidateId": "SR001R-C01", @@ -4775,7 +4775,7 @@ "htmlSha256": "bd76c759bbea475b39e88f7f30213a7b1748c721a12bc2081912ddfc322c9919" } ], - "pendingFoundingIdentity": 4 + "pendingFoundingIdentity": 5 } }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 8ab59f9..f709dd9 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr-care-legal-1", + "sourceVersion": "2026-11-01-sr-enterprise-1", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",