From bef80fba4d4de45082baaa104cd5e2555e1d875d Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 02:35:01 +0800 Subject: [PATCH] Classify six SR005 AI businesses and inspect Dex official accounts --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 39 +- content/research/ai-companies.seed.json | 579 +++++++++++++++++++-- content/research/ai-companies.sources.json | 10 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 584 insertions(+), 50 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 96798c9..4599c86 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, 1261); + assert.equal(research.companies.length, 1267); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 5161); + assert.equal(research.evidence.length, 5176); assert.equal(research.observations.length, 491); 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 bab199c..4ad741d 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, 1261); - assert.equal(initial.evidence.length, 5161); + assert.equal(initial.companies.length, 1267); + assert.equal(initial.evidence.length, 5176); assert.equal(initial.observations.length, 491); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 8); + assert.equal(businessReviews.length, 9); 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"); @@ -169,8 +169,8 @@ 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, 254); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 151); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 258); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 152); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 57); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -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), 1261); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1267); 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), 1177); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1183); 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, 252); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 258); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -645,10 +645,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent 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, 2); - assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 17); + assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 23); 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, 78, + assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 72, "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) => @@ -702,6 +702,25 @@ test("Speedrun brand dates and survey benchmark scores do not create new-company assert.ok(model.evidenceIds.includes("SR004F2-REHEARSALS-PRICE")); }); +test("recruiting service adoption and official balance sheets do not become ARR", () => { + const snapshot = seed as ResearchSnapshot; + for (const id of ["AI170", "AI171", "AI172", "AI173", "AI174", "AI175"]) { + const company = snapshot.companies.find((row) => row.id === id)!; + assert.equal(company.year, 2025); + assert.equal(company.revenueStatus, "unknown"); + assert.equal(company.technicalReview!.level, "description"); + } + const accounts = snapshot.evidence.find((row) => row.id === "SR005F3-DEX-ACCOUNTS")!; + assert.equal(accounts.companyId, "AI171"); + assert.equal(new URL(accounts.url).hostname, "find-and-update.company-information.service.gov.uk"); + assert.equal(accounts.publishedAt, "2026-09-08", "filing date is preserved without becoming a revenue measurement date"); + assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR005F3-")), + "balance-sheet cash, client quotes, salaries and recruiting outcomes do not disclose revenue"); + const model = snapshot.reviews.find((row) => row.id === "MODEL1-RECRUITING-SERVICE")!; + assert.deepEqual(reviewCompanyIds(snapshot, model), ["AI175", "AI171"]); + assert.ok(model.evidenceIds.includes("SR005F3-JOOBA-TERMS")); +}); + 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")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 68af3e2..b847092 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr004-business-2", + "version": "2026-11-01-sr005-business-3", "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": [ @@ -40141,6 +40141,240 @@ "SR004F2-REHEARSALS-BENCH" ] } + }, + { + "id": "AI170", + "name": "BotBot", + "url": "https://botbot.com", + "channel": "S14", + "cat": "C03", + "year": 2025, + "team": 5, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "语音AI行为控制、实验与业务结果观测层。", + "buyer": "语音Agent开发和业务运营团队", + "delivery": "接已有语音栈或另供Agent，业务UI/SDK协作；当前演示入口", + "price": "无公开实价，软件层/自供Agent与电话/模型用量需拆", + "businessModel": "行为运营平台；模型/语音/电信、流量实验和集成/人工成本待核", + "entityBasis": "精确法人、成立原件及实际合同未核", + "stage": "接已有语音栈或另供Agent，业务UI/SDK协作；当前演示入口", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "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/条款或研究说明", + "notes": "客户交易、报价/工资/效果、融资和愿景均不当自身已实现ARR；产品自述与独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C13", + "SR005F3-BOTBOT-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "按实际买方任务区分语音Agent行为设施、招聘/硬件工程/制造专用应用和后训练数据，不按AI/RSI/人才履历标签归基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读可公开业务、条款及安全/研究说明；未运行SDK、Agent、招聘、模型训练或独立性能评估。官方注册/财务提交与技术效果独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C13", + "SR005F3-BOTBOT-HOME" + ] + } + }, + { + "id": "AI171", + "name": "Dex（meetdex.ai）", + "url": "https://www.meetdex.ai", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 8, + "location": "London & San Francisco, United Kingdom（投资方资料）", + "business": "AI职业访谈/匹配及人类人才团队辅助的技术招聘服务。", + "buyer": "资深工程师候选人及技术招聘雇主", + "delivery": "候选端AI通话/匹配，雇主端含matchmaker/talent team及ATS/Slack介绍", + "price": "候选人当前免费；雇主Business Terms/收费金额未取得", + "businessModel": "双边招聘服务，雇主收费可能不同于候选人免费；实际按成功/岗位/订阅未核", + "entityBasis": "Dex Talent Ltd，条款编号16276853对应英国官方2025-02-26成立登记", + "stage": "候选端AI通话/匹配，雇主端含matchmaker/talent team及ATS/Slack介绍", + "cohort": "英国官方同编号注册2025-02-26，产品起点与真实交付另核", + "teamBasis": "公开档案2026-11-01读取，人数截至日未知；Dex另有2025期内含董事月均8人，不混作实时统计", + "sourceType": "公开投资方档案、官网/条款及英国官方登记/申报", + "notes": "报价/客户订单/薪资/节省/融资与自身净收入分开，实际付费及留存未知。Dex官方小实体申报免审计且未公开损益表，资产负债/现金不作营业额或ARR。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C17", + "SR005F3-DEX-HOME", + "SR005F3-DEX-COMPANIES", + "SR005F3-DEX-TERMS", + "SR005F3-DEX-REGISTER", + "SR005F3-DEX-ACCOUNTS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按实际买方任务区分语音Agent行为设施、招聘/硬件工程/制造专用应用和后训练数据，不按AI/RSI/人才履历标签归基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读可公开业务、条款及安全/研究说明；未运行SDK、Agent、招聘、模型训练或独立性能评估。官方注册/财务提交与技术效果独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C17", + "SR005F3-DEX-HOME", + "SR005F3-DEX-COMPANIES", + "SR005F3-DEX-TERMS", + "SR005F3-DEX-REGISTER", + "SR005F3-DEX-ACCOUNTS" + ] + } + }, + { + "id": "AI172", + "name": "EverCurrent", + "url": "https://evercurrent.ai", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 5, + "location": "Oakland, California, United States of America（投资方资料）", + "business": "AI关联硬件团队BOM/ECO、工具与决策知识，追踪变更影响及进度风险。", + "buyer": "硬件研发/工程及制造协作团队", + "delivery": "连接知识/变更及跨团队流程，注册入口；连接器具体范围正文不足", + "price": "无公开金额/正式商业费率", + "businessModel": "硬件工程知识软件及数据/工具集成，模型、连接器、权限/实施和持续维护成本待核", + "entityBasis": "EverCurrent, Inc.条款自述，独立注册原件未核", + "stage": "连接知识/变更及跨团队流程，注册入口；连接器具体范围正文不足", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "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/条款或研究说明", + "notes": "客户交易、报价/工资/效果、融资和愿景均不当自身已实现ARR；产品自述与独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C20", + "SR005F3-EVERCURRENT-HOME", + "SR005F3-EVERCURRENT-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按实际买方任务区分语音Agent行为设施、招聘/硬件工程/制造专用应用和后训练数据，不按AI/RSI/人才履历标签归基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读可公开业务、条款及安全/研究说明；未运行SDK、Agent、招聘、模型训练或独立性能评估。官方注册/财务提交与技术效果独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C20", + "SR005F3-EVERCURRENT-HOME", + "SR005F3-EVERCURRENT-TERMS" + ] + } + }, + { + "id": "AI173", + "name": "Forgepoint", + "url": "https://forgepoint.ai/", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 8, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "制造业AI内勤销售Frank，处理RFQ至报价、人审和跟进。", + "buyer": "制造工厂的销售、报价和工程团队", + "delivery": "成本模型/图纸/历史报价上下文，按规则人工审批，接CRM/ERP，预约演示", + "price": "未取得公开价格或采购合同", + "businessModel": "制造专用销售软件与实施，报价客户交易额不等平台收入；数据整备/人审/ERP维护及推理成本待核", + "entityBasis": "精确法人及独立注册/实际订单未核，安全自述不作注册/财务审计", + "stage": "成本模型/图纸/历史报价上下文，按规则人工审批，接CRM/ERP，预约演示", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "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/条款或研究说明", + "notes": "客户交易、报价/工资/效果、融资和愿景均不当自身已实现ARR；产品自述与独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C24", + "SR005F3-FORGEPOINT-HOME", + "SR005F3-FORGEPOINT-SECURITY" + ], + "revenueStatus": "unknown", + "classificationBasis": "按实际买方任务区分语音Agent行为设施、招聘/硬件工程/制造专用应用和后训练数据，不按AI/RSI/人才履历标签归基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读可公开业务、条款及安全/研究说明；未运行SDK、Agent、招聘、模型训练或独立性能评估。官方注册/财务提交与技术效果独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C24", + "SR005F3-FORGEPOINT-HOME", + "SR005F3-FORGEPOINT-SECURITY" + ] + } + }, + { + "id": "AI174", + "name": "Jigsaw（jigsaw.build）", + "url": "https://jigsaw.build", + "channel": "S14", + "cat": "C02", + "year": 2025, + "team": 3, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "为前沿AI实验室制作可评分研发任务、verifier及后训练数据产物。", + "buyer": "前沿AI模型研发/后训练团队", + "delivery": "研究与数据产物合作自述；公开可运行包、实测与交付合同未取得", + "price": "无公开报价或授权/续购合同", + "businessModel": "训练数据/任务/验证器交付，许可、专家研发及验收成本待核，不当通用基础模型订阅", + "entityBasis": "精确法人和独立注册原件未核，同名数据/安全产品不并入", + "stage": "研究与数据产物合作自述；公开可运行包、实测与交付合同未取得", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "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/条款或研究说明", + "notes": "客户交易、报价/工资/效果、融资和愿景均不当自身已实现ARR；产品自述与独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C26", + "SR005F3-JIGSAW-HOME", + "SR005F3-JIGSAW-ABOUT" + ], + "revenueStatus": "unknown", + "classificationBasis": "按实际买方任务区分语音Agent行为设施、招聘/硬件工程/制造专用应用和后训练数据，不按AI/RSI/人才履历标签归基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读可公开业务、条款及安全/研究说明；未运行SDK、Agent、招聘、模型训练或独立性能评估。官方注册/财务提交与技术效果独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C26", + "SR005F3-JIGSAW-HOME", + "SR005F3-JIGSAW-ABOUT" + ] + } + }, + { + "id": "AI175", + "name": "Jooba", + "url": "https://jooba.com", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 6, + "location": "Los Angeles, California, United States of America（投资方资料）", + "business": "由招聘专家使用AI运行人才搜寻、触达、排期及招聘流程服务。", + "buyer": "招聘量较高的企业及内部招聘团队", + "delivery": "客户品牌外联，Slack交付候选，ATS/排期/报告及专家协作", + "price": "按岗位月费/高量订阅，不限招聘；实价/具体订单未取得", + "businessModel": "AI辅助招聘服务，按岗位月付不等纯软件ARR；专家/候选数据/外联基础设施/模型及交付成本待核", + "entityBasis": "条款只称Jooba及affiliates，精确法人未核；官网firm与条款非employment agency的角色分列", + "stage": "客户品牌外联，Slack交付候选，ATS/排期/报告及专家协作", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "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/条款或研究说明", + "notes": "客户交易、报价/工资/效果、融资和愿景均不当自身已实现ARR；产品自述与独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C27", + "SR005F3-JOOBA-HOME", + "SR005F3-JOOBA-TERMS", + "SR005F3-JOOBA-PRIVACY" + ], + "revenueStatus": "unknown", + "classificationBasis": "按实际买方任务区分语音Agent行为设施、招聘/硬件工程/制造专用应用和后训练数据，不按AI/RSI/人才履历标签归基础模型。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读可公开业务、条款及安全/研究说明；未运行SDK、Agent、招聘、模型训练或独立性能评估。官方注册/财务提交与技术效果独立验证分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C27", + "SR005F3-JOOBA-HOME", + "SR005F3-JOOBA-TERMS", + "SR005F3-JOOBA-PRIVACY" + ] + } } ], "observations": [ @@ -103267,7 +103501,7 @@ }, { "id": "SRPRO1-P-SR005R-C13", - "companyId": null, + "companyId": "AI170", "title": "BotBot公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/botbot", "publishedAt": null, @@ -103311,7 +103545,7 @@ }, { "id": "SRPRO1-P-SR005R-C17", - "companyId": null, + "companyId": "AI171", "title": "Dex公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/dex", "publishedAt": null, @@ -103344,7 +103578,7 @@ }, { "id": "SRPRO1-P-SR005R-C20", - "companyId": null, + "companyId": "AI172", "title": "EverCurrent公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/evercurrent", "publishedAt": null, @@ -103377,7 +103611,7 @@ }, { "id": "SRPRO1-P-SR005R-C24", - "companyId": null, + "companyId": "AI173", "title": "Forgepoint公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/forgepoint", "publishedAt": null, @@ -103399,7 +103633,7 @@ }, { "id": "SRPRO1-P-SR005R-C26", - "companyId": null, + "companyId": "AI174", "title": "Jigsaw公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/jigsaw", "publishedAt": null, @@ -103410,7 +103644,7 @@ }, { "id": "SRPRO1-P-SR005R-C27", - "companyId": null, + "companyId": "AI175", "title": "Jooba公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/jooba", "publishedAt": null, @@ -104606,6 +104840,171 @@ "kind": "公司官网业务、条款及交付核对", "summary": "V1以1244名美国成人、1199题的群体回答分布计算100×(1−TVD)；239公开/960保留。Engram94.1使用内部harness，基础模型为Kaggle评估。", "limitation": "不是94.1%个体/购买预测正确率；跨国/个体一致性及未来行为未验证，分差未证统计显著。自家模型不同评估系统，不当独立自研性能结论，未运行benchmark。" + }, + { + "id": "SR005F3-BOTBOT-HOME", + "companyId": "AI170", + "title": "BotBot语音行为运营与真实流量实验", + "url": "https://botbot.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "接既有voice stack或另供Agent，用自然语言改行为、A/B及按地点/时段量业务结果，SDK与业务UI分工，入口演示。", + "limitation": "客单价/提升/42店等页面例示未核真实客户实验；非自身财务或独立能力。未见公开价格/完整法人条款，未安装SDK或拨打电话。" + }, + { + "id": "SR005F3-DEX-HOME", + "companyId": "AI171", + "title": "Dex候选人职业匹配与薪资分母", + "url": "https://meetdex.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "面向资深工程师的AI职业匹配/辅导；候选人选企业后再介绍，官网有岗位和团队人工维护说明。", + "limitation": "岗位薪资、融资标题与候选人数不当Dex收入；实际入职/成效仅自述，未申请/上传CV/联系候选人。" + }, + { + "id": "SR005F3-DEX-COMPANIES", + "companyId": "AI171", + "title": "Dex雇主端含人工匹配团队", + "url": "https://meetdex.ai/for-companies", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "AI理解候选人意愿，matchmaker/talent team作warm introductions；对接Ashby/Slack或现有流程。", + "limitation": "30000+工程师、29天入职等为自述采用/效果，不代表付费客户或收入。未公开雇主价格/Business Terms正文，不猜按成功/席位/月费。" + }, + { + "id": "SR005F3-DEX-TERMS", + "companyId": "AI171", + "title": "Dex候选人免费与数据许可", + "url": "https://meetdex.ai/candidate-terms", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "候选人当前免费，雇主另有Business Terms；Dex Talent Ltd编号16276853。AI通话可录音转录，候选内容可用于改进及训练。", + "limitation": "仅标更新至2026年9月，不猜具体日；候选人免费不等公司无收入，雇主实价/净费未核。介绍同意与训练授权分开，未接入账号或录音。" + }, + { + "id": "SR005F3-DEX-REGISTER", + "companyId": "AI171", + "title": "Dex条款编号与英国官方成立登记", + "url": "https://find-and-update.company-information.service.gov.uk/company/16276853", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "官方公司登记与合同编号对应", + "summary": "DEX TALENT LTD官方编号16276853，与候选条款对应，登记2025-02-26，Active；与2025成立自报同年。", + "limitation": "注册存在不证明全数履历/团队/收费或财务真实性，申报机关不保证申报信息准确；不读取个人officer/控制人文件。" + }, + { + "id": "SR005F3-DEX-ACCOUNTS", + "companyId": "AI171", + "title": "Dex官方2025申报未公开损益表", + "url": "https://find-and-update.company-information.service.gov.uk/company/16276853/filing-history/MzU0MzM1MDQ4MmFkaXF6a2N4/document?format=xhtml&download=1", + "publishedAt": "2026-09-08", + "accessedAt": "2026-11-01", + "kind": "官方公开财务申报iXBRL正文", + "summary": "已读官方iXBRL：截至2025-12-31的小实体申报明确免审计，并选择不提交income/retained earnings statement。现金及资产/权益存在，员工期内月均含董事8人。", + "limitation": "2026-09-08为申报/批准日，不是财务截至日。资产负债/现金及权益余额非营业收入或ARR，不由应收/股本/累计损益反推营业额；8人是2025期内平均，不等2026实时人数。官方提交不当独立审计。" + }, + { + "id": "SR005F3-EVERCURRENT-HOME", + "companyId": "AI172", + "title": "EverCurrent硬件工程变更知识层", + "url": "https://evercurrent.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "连接BOM/ECO、工具/流程/团队决策和硬件知识，追踪变更影响、依赖及进度风险，官网明确AI-native platform。", + "limitation": "连接器页仅可读极少正文，不能断言全部系统已接入；没有公开实价或付费人数，避免把硬件客户产值当自身收入。" + }, + { + "id": "SR005F3-EVERCURRENT-TERMS", + "companyId": "AI172", + "title": "EverCurrent平台输出及网站合同范围", + "url": "https://evercurrent.ai/terms", + "publishedAt": "2025-08-08", + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "主体EverCurrent, Inc.；用户保留输入、输出权利，平台有提供/维护/改进服务的数据许可，AI输出须人工核验。", + "limitation": "2025-08-08条款；网站内容不构成合同承诺，实际企业订单/费率/部署和处理限制未核，不能将输入所有权推为零处理/零留存。" + }, + { + "id": "SR005F3-FORGEPOINT-HOME", + "companyId": "AI173", + "title": "Forgepoint制造报价Frank与样例金额", + "url": "https://forgepoint.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "Frank处理RFQ缺参、成本报价、人审、跟进及CRM/ERP记录；制造行业专用，现有系统集成，入口演示。", + "limitation": "页面相似零件价、客户订单/17jobs/486K、材料价格等是客户工作流演示，非Forgepoint财务；91%/40小时/30日等厂商效果未独立核，价格未知。" + }, + { + "id": "SR005F3-FORGEPOINT-SECURITY", + "companyId": "AI173", + "title": "Forgepoint人审、权限与安全声明", + "url": "https://forgepoint.ai/security", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "按角色限制读取/审批/发送，保存操作记录，人类作最终商业判断；称客户数据隔离、不用于其他客户模型。", + "limitation": "SOC2 TypeII及外测为官网自述，报告须另请求未取得；非审计报告已核、非全自动无人审批或全离线。公开安全说明不代商业MSA和净费。" + }, + { + "id": "SR005F3-JIGSAW-HOME", + "companyId": "AI174", + "title": "Jigsaw可验证后训练任务与数据", + "url": "https://jigsaw.build/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "研究实验室将AI研发问题化为可评分任务及后训练产物，评估verifier质量和能力增益，目标客户为前沿实验室。", + "limitation": "合作/效果为自述，未取得可运行数据/代码/独立增益；无公开价/合同。不因RSI/ASI愿景当通用基础模型已发布或收入已实现。" + }, + { + "id": "SR005F3-JIGSAW-ABOUT", + "companyId": "AI174", + "title": "Jigsaw研究方向不等独立技术结果", + "url": "https://jigsaw.build/about", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "说明将AI研发映射至可验证问题、提炼post-training artifacts及评价训练增益的研究目标。", + "limitation": "愿景并非论文/评测复现；站点Research入口未给可核独立产物，精确法人、数据授权、交付与复用收费待核。" + }, + { + "id": "SR005F3-JOOBA-HOME", + "companyId": "AI175", + "title": "Jooba月费招聘服务与人工交付", + "url": "https://www.jooba.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "官网称AI-native recruiting service，由招聘专家使用Agent，以客户名义拓展人才并在Slack交付；按岗位月费、不限招聘，高量另有订阅。", + "limitation": "精确金额/合同未公开；4M融资、候选/岗位工资及客户节省不是收入，20–30%为传统代理对比非Jooba费率；按服务记录，不自动纯软件毛利。" + }, + { + "id": "SR005F3-JOOBA-TERMS", + "companyId": "AI175", + "title": "Jooba平台条款与招聘机构营销分开", + "url": "https://www.jooba.com/terms-of-service", + "publishedAt": "2026-02-20", + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "通用条款列AI搜寻、触达、排期及Slack；自称platform provider，不是employer/recruiter of record/employment agency，费用退款另在订单。", + "limitation": "官网recruiting firm与此合同角色表述分开，实际人工/持牌/责任和精确法人未核；不作法律判断或造假推论，不保证入职/产出正确。" + }, + { + "id": "SR005F3-JOOBA-PRIVACY", + "companyId": "AI175", + "title": "Jooba日历只读与数据训练范围", + "url": "https://www.jooba.com/privacy-policy", + "publishedAt": "2026-02-20", + "accessedAt": "2026-11-01", + "kind": "公司官网业务与交付/合同核对", + "summary": "披露Google Calendar读取用于识别面试预约，经Nylas处理；Google数据不用于模型训练，断联/请求删除相关数据。", + "limitation": "只读日历说明不等所有产品不代客户外联/写入；Google数据限制不自动外推全部候选资料。实际授权、人工和处理合同待核，未连接邮箱/Slack。" } ], "reviews": [ @@ -115079,6 +115478,101 @@ "companyIds": [ "AI169" ] + }, + { + "id": "SR005F3-R-DELIVERY", + "type": "任务、行业与自述交付分开", + "company": "BotBot、Dex、EverCurrent、Forgepoint、Jigsaw、Jooba", + "scope": "companies", + "summary": "六家分别为语音Agent运营、两类招聘交付、硬件知识层、制造报价及后训练数据；Jigsaw研究愿景不等基础模型已发布，BotBot可接原栈也可供Agent。", + "handling": "按客户购买任务分类；报价样例、订单/薪资、客户效果/节省、融资/市场及履历不导入收入。六家财务皆未知，未运行外部产品。", + "evidenceIds": [ + "SR005F3-BOTBOT-HOME", + "SR005F3-DEX-HOME", + "SR005F3-EVERCURRENT-HOME", + "SR005F3-FORGEPOINT-HOME", + "SR005F3-JIGSAW-HOME", + "SR005F3-JOOBA-HOME" + ], + "companyIds": [ + "AI170", + "AI171", + "AI172", + "AI173", + "AI174", + "AI175" + ] + }, + { + "id": "SR005F3-R-PRIVACY", + "type": "人工审批、数据训练与处理范围", + "company": "Dex、EverCurrent、Forgepoint、Jooba", + "scope": "companies", + "summary": "Dex候选条款允许录音/转录和训练；EverCurrent输出需核验且有服务改进许可；Forgepoint保留报价人审/权限；Jooba日历只读及Google训练限制具有数据范围。", + "handling": "不要把隐私/不用于其他客户训练推全本地或零处理；安全声明未读审计原件。Jooba官网招聘firm与通用条款平台角色须实际合同解释，不作法律/财务异常推论。", + "evidenceIds": [ + "SR005F3-DEX-TERMS", + "SR005F3-EVERCURRENT-TERMS", + "SR005F3-FORGEPOINT-SECURITY", + "SR005F3-JOOBA-TERMS", + "SR005F3-JOOBA-PRIVACY" + ], + "companyIds": [ + "AI171", + "AI172", + "AI173", + "AI175" + ] + }, + { + "id": "SR005F3-R-ACCOUNTS", + "type": "官方注册和财报不自动证明收入或审计", + "company": "Dex Talent Ltd", + "scope": "companies", + "summary": "条款编号16276853与官方2025-02-26注册对应。2025-12-31申报iXBRL已读，明确免审计、不提交income/retained earnings statement，期内月均员工含董事8人。", + "handling": "收入仍未知，不将现金、债务/应收、股本/溢价或累计损益倒推营业额/ARR，不将2026-09-08提交/批准日当期末，不将官方收件当独立审计。2025平均人数和2026档案人数分列。", + "evidenceIds": [ + "SR005F3-DEX-TERMS", + "SR005F3-DEX-REGISTER", + "SR005F3-DEX-ACCOUNTS" + ], + "companyIds": [ + "AI171" + ] + }, + { + "id": "SR005F3-R-BOUNDARY", + "type": "六个已知年份候选的主营核对", + "company": "SR005六家公司", + "scope": "dataset", + "summary": "按原独立档案链接复用成立/团队证据，补15条业务/条款/官方登记及申报证据，六项由pending-ai转关联。", + "handling": "不重复新增档案/公司，不据可读官网认所有合同已核；原财务491条、收入样本及YC覆盖保持。精确成立原件除Dex外仍缺。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C13", + "SRPRO1-P-SR005R-C17", + "SRPRO1-P-SR005R-C20", + "SRPRO1-P-SR005R-C24", + "SRPRO1-P-SR005R-C26", + "SRPRO1-P-SR005R-C27" + ] + }, + { + "id": "MODEL1-RECRUITING-SERVICE", + "type": "商业模式初评", + "company": "按岗位月付的AI辅助招聘服务", + "scope": "companies", + "summary": "已核事实：Jooba自述专家与Agent协作、按岗位月付/高量订阅、不限招聘；Dex候选端免费而雇主另有条款，收费结构未取得。月付服务不能仅凭名称当纯软件ARR。", + "handling": "待验证判断：可用岗位服务验证企业付费需求，分别记录每岗位净实收、候选数据/权限、搜寻/外联/排期/招聘专家与客户校准工时、模型/工具成本、退费和候选质量；比较AI前后总工时及30/90日续费。职位关闭/季节性暂停可能影响续费，应分岗位留存与企业复购；先确认雇主合同/角色及成本再评估规模化，不把工资/节省/成功案例乘费率推收入。", + "evidenceIds": [ + "SR005F3-JOOBA-HOME", + "SR005F3-JOOBA-TERMS", + "SR005F3-DEX-COMPANIES", + "SR005F3-DEX-TERMS" + ], + "companyIds": [ + "AI175", + "AI171" + ] } ], "coverage": { @@ -131323,7 +131817,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR005", "accessedAt": "2026-11-01", - "scope": "公开匿名目录SR005有限单页，原记录数量/链接不变。当前7关联、1既有超年对照、21旧年不新增、30年份自报已读但AI/主体待核。原未读226档案现已逐一核成立字段；10个目录复用项保留既有证据、本轮未重读。批次不是成立年，成立自报不是独立注册/交付或财务核验。", + "scope": "公开SR005有限名单59项；13关联、21旧年、1既有超年、0年份待核、24AI/主体待核。成立/团队以各档案和证据为准；完整目录不等注册/产品/财务全部核验，原位置/链接保留。", "complete": false, "records": [ { @@ -131513,15 +132007,17 @@ "id": "SR005R-C13", "name": "BotBot", "url": "https://speedrun.a16z.com/companies/botbot", - "categoryId": "C00", + "categoryId": "C03", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C13" + "SRPRO1-P-SR005R-C13", + "SR005F3-BOTBOT-HOME" ], - "note": "已读独立档案，自报Founded 2025、5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": "投资方2025字段与当前AI主营对应，官网/条款补核后关联；登记原件、实际合同/净费与技术效果未独立核。", + "companyId": "AI170" }, { "id": "SR005R-C14", @@ -131569,15 +132065,21 @@ "id": "SR005R-C17", "name": "Dex", "url": "https://speedrun.a16z.com/companies/dex", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C17" + "SRPRO1-P-SR005R-C17", + "SR005F3-DEX-HOME", + "SR005F3-DEX-COMPANIES", + "SR005F3-DEX-TERMS", + "SR005F3-DEX-REGISTER", + "SR005F3-DEX-ACCOUNTS" ], - "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": "投资方2025字段与当前AI主营对应，官网/条款补核后关联；Dex同编号英国官方登记2025-02-26，2025公开申报未公开损益表、并非审计，收入仍未知。", + "companyId": "AI171" }, { "id": "SR005R-C18", @@ -131611,15 +132113,18 @@ "id": "SR005R-C20", "name": "EverCurrent", "url": "https://speedrun.a16z.com/companies/evercurrent", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C20" + "SRPRO1-P-SR005R-C20", + "SR005F3-EVERCURRENT-HOME", + "SR005F3-EVERCURRENT-TERMS" ], - "note": "已读独立档案，自报Founded 2025、5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": "投资方2025字段与当前AI主营对应，官网/条款补核后关联；登记原件、实际合同/净费与技术效果未独立核。", + "companyId": "AI172" }, { "id": "SR005R-C21", @@ -131668,15 +132173,18 @@ "id": "SR005R-C24", "name": "Forgepoint", "url": "https://speedrun.a16z.com/companies/forgepoint", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C24" + "SRPRO1-P-SR005R-C24", + "SR005F3-FORGEPOINT-HOME", + "SR005F3-FORGEPOINT-SECURITY" ], - "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": "投资方2025字段与当前AI主营对应，官网/条款补核后关联；登记原件、实际合同/净费与技术效果未独立核。", + "companyId": "AI173" }, { "id": "SR005R-C25", @@ -131696,29 +132204,36 @@ "id": "SR005R-C26", "name": "Jigsaw", "url": "https://speedrun.a16z.com/companies/jigsaw", - "categoryId": "C00", + "categoryId": "C02", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C26" + "SRPRO1-P-SR005R-C26", + "SR005F3-JIGSAW-HOME", + "SR005F3-JIGSAW-ABOUT" ], - "note": "已读独立档案，自报Founded 2025、3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": "投资方2025字段与当前AI主营对应，官网/条款补核后关联；登记原件、实际合同/净费与技术效果未独立核。", + "companyId": "AI174" }, { "id": "SR005R-C27", "name": "Jooba", "url": "https://speedrun.a16z.com/companies/jooba", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C27" + "SRPRO1-P-SR005R-C27", + "SR005F3-JOOBA-HOME", + "SR005F3-JOOBA-TERMS", + "SR005F3-JOOBA-PRIVACY" ], - "note": "已读独立档案，自报Founded 2025、6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": "投资方2025字段与当前AI主营对应，官网/条款补核后关联；登记原件、实际合同/净费与技术效果未独立核。", + "companyId": "AI175" }, { "id": "SR005R-C28", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 3f08ab4..c6dd581 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr004-business-2", + "version": "2026-11-01-sr005-business-3", "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": "公开七批321个唯一位置及原HTML/GET审计保留；226个补读档案中138明确旧年、88自报两年：其中8项已补官网关联、78项AI主营/当前主体待核、2项转品牌/年份待核。本系列311个独立档案已读，10个复用位置未本轮重读。七批当前88关联、1既有超年对照、145旧年、3品牌/年份待核、84AI主营/交付待核。Dial合同Genway编号对应2023登记转载，Human²品牌与2020 Waveful产品不能直接认2025新法人；Alven仍保留2024主体冲突。Coverd未明确AI任务，Figment官网暂不可读。目录完整不等公司注册/财务/技术核验完成，未公开/移除/未来公司不含；原YC覆盖和财务观测保留。", - "nextCheck": "继续逐项核78个新批次待核及SR007六个AI主营，10个复用档案变化；核Dial美国/以色列实体与Genway旧产品、Human²品牌/Waveful注册沿革及Alven年份。Figment可替代产品一手来源、Coverd具体AI任务仍缺。已关联8家公司补正式合同、付款/留存、币种/财务日和完整交付成本；Rehearsals独立方法评估与实际面板/真人验证成本、Marlo订单/净费与代理客户交易额分开。", + "boundary": "公开七批321个唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：14已补官网关联、72项AI主营/当前主体待核、2项品牌/年份待核。本系列311独立档案已读，10个复用位置未本轮重读。七批当前94关联、1既有超年、145旧年、3品牌/年份待核、78当前AI/交付待核。新增BotBot/Dex/EverCurrent/Forgepoint/Jigsaw/Jooba六家；Dex条款编号与官方2025注册对应，已读2025申报但免审计且未公开损益表，收入未知。Dial/Genway、Human²/Waveful及Alven沿革保留，Coverd任务/ Figment当前交付仍缺。有限目录不等全部公司登记、技术/财务审计；原YC覆盖及财务观测保留。", + "nextCheck": "继续72个新批次及SR007六个AI主营待核、10个复用档案变化；Dial/Genway、Human²/Waveful及Alven主体沿革待核。已关联14家补实际订单、币种/财务日、净费、付费留存和完整人工/数据/模型/集成成本；Dex雇主Business Terms、Jooba精确法人/月费交付、Jigsaw产物许可与独立增益、硬件/制造集成和BotBot真实实验/费率未核。不由官方申报资产/现金或客户报价/工资推ARR。", "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": 8, - "pendingCurrentAIOrIdentity": 78, + "newLinkedCompanies": 14, + "pendingCurrentAIOrIdentity": 72, "records": [ { "candidateId": "SR001R-C01", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f9ee531..a35a9d1 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr004-business-2", + "sourceVersion": "2026-11-01-sr005-business-3", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",