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Classify consumer learning and health products with preorder and revenue-scope exclusions

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Codex Bot
2026-11-01 03:30:39 +08:00
parent c0d6b4a8e1
commit c1f4366379
5 changed files with 677 additions and 51 deletions
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apps/docs/scripts/auth-cli.ts
+3 -3
View File
@@ -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, 1302);
assert.equal(research.companies.length, 1307);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 5310);
assert.equal(research.observations.length, 493);
assert.equal(research.evidence.length, 5331);
assert.equal(research.observations.length, 495);
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);
apps/docs/tests/research.test.ts
+14 -13
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@@ -92,7 +92,8 @@ test("ARR ledger preserves historical estimates without promoting targets, run r
const ids = new Set(rows.map((row) => row.observation.id));
for (const id of ["O064", "O065", "O066", "O069", "O070", "O071", "O046"])
assert.ok(ids.has(id), `${id}: historical claims, estimates and unknown currencies remain visible`);
for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE"])
for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE",
"SRLEARN1-O-CLAIR-D2C", "SRLEARN1-O-CLAIR-B2B"])
assert.ok(!ids.has(id), `${id}: excluded or ambiguous records cannot enter the ARR ledger`);
assert.equal(rows.find((row) => row.observation.id === "O066")?.observation.selection, "historical-estimate");
assert.equal(rows.find((row) => row.observation.id === "O046")?.observation.unit, "原文$，币种待核");
@@ -123,11 +124,11 @@ 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, 1302);
assert.equal(initial.evidence.length, 5310);
assert.equal(initial.observations.length, 493);
assert.equal(initial.companies.length, 1307);
assert.equal(initial.evidence.length, 5331);
assert.equal(initial.observations.length, 495);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 22);
assert.equal(businessReviews.length, 25);
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 +170,9 @@ 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, 291);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 157);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 62);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 297);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 158);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 63);
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 +191,11 @@ 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), 1302);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1307);
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), 1218);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1223);
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 +230,7 @@ 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, 293);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 298);
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");
@@ -645,10 +646,10 @@ 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, 5);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 58);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 63);
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, 34,
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 29,
"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) =>
content/research/ai-companies.seed.json
+654 -29
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr-robot-evals-1",
"version": "2026-11-01-sr-learning-health-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": [
@@ -41779,6 +41779,212 @@
"SRROBOT1-SONATIC-PRIVACY"
]
}
},
{
"id": "AI211",
"name": "Auto / Auto Photos",
"url": "https://auto.inc",
"channel": "S14",
"cat": "C09",
"year": 2025,
"team": 3,
"location": "Los Angeles, California, United States of America（投资方资料）",
"business": "照片库整理、检索与个人AI助手问答应用，旧业务有Frames相机小应用。",
"buyer": "iPhone个人用户及其个人助手",
"delivery": "当前Auto Photos商店可见、可接个人助手，未安装/授权；旧Frames与当前产品分列",
"price": "当前美国商店列免费，实际付费/未来金额未公开",
"businessModel": "个人照片助手，图像/检索模型、同步存储与第三方连接成本待核",
"entityBasis": "Automatic Platforms Inc.官网条款/商店自述，独立注册及实际收费未核",
"stage": "当前Auto Photos商店可见、可接个人助手，未安装/授权；旧Frames与当前产品分列",
"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/商店/政策/条款",
"notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。",
"evidenceIds": [
"SRPRO1-P-SR006R-C07",
"SRLEARN1-AUTO-HOME",
"SRLEARN1-AUTO-TERMS",
"SRLEARN1-AUTO-PRIVACY",
"SRLEARN1-AUTO-APP"
],
"revenueStatus": "unknown",
"classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。",
"evidenceIds": [
"SRPRO1-P-SR006R-C07",
"SRLEARN1-AUTO-HOME",
"SRLEARN1-AUTO-TERMS",
"SRLEARN1-AUTO-PRIVACY",
"SRLEARN1-AUTO-APP"
]
}
},
{
"id": "AI212",
"name": "Clair Health",
"url": "https://www.wearclair.com",
"channel": "S14",
"cat": "C07",
"year": 2025,
"team": 7,
"location": "Mountain View, California, United States of America（投资方资料）",
"business": "生理信号结合机器学习推算激素洞察的wellness腕带及应用。",
"buyer": "个人女性健康用户；B2B合同实际买方/交付需核",
"delivery": "预订，官网预计2027年1月发货；生产硬件研究待发布，非已核临床/监管验证",
"price": "founding原$295含六个月Premium；后续订阅金额未知，基础端侧功能无订阅可用",
"businessModel": "健康硬件＋软件，预订现金/实际交付/订阅分列；制造/验证/退货和持续模型/支持成本未知",
"entityBasis": "Clair Health Inc.条款及页脚自述，独立注册/硬件订单和B2B合同未核",
"stage": "预订，官网预计2027年1月发货；生产硬件研究待发布，非已核临床/监管验证",
"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/商店/政策/条款",
"notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。",
"evidenceIds": [
"SRPRO1-P-SR006R-C13",
"SRLEARN1-CLAIR-HOME",
"SRLEARN1-CLAIR-PRICE",
"SRLEARN1-CLAIR-TERMS",
"SRLEARN1-CLAIR-PRIVACY",
"SRLEARN1-CLAIR-SR"
],
"revenueStatus": "unknown",
"classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。",
"evidenceIds": [
"SRPRO1-P-SR006R-C13",
"SRLEARN1-CLAIR-HOME",
"SRLEARN1-CLAIR-PRICE",
"SRLEARN1-CLAIR-TERMS",
"SRLEARN1-CLAIR-PRIVACY",
"SRLEARN1-CLAIR-SR"
]
}
},
{
"id": "AI213",
"name": "Snapp AI",
"url": "https://trysnapp.ai",
"channel": "S14",
"cat": "C09",
"year": 2025,
"team": 6,
"location": "San Francisco, California, United States of America（投资方资料）",
"business": "体育信息/研究、fantasy和预测市场分析的个人AI应用。",
"buyer": "成年体育分析/幻想体育和相关个人用户",
"delivery": "Web/移动入口，分析可连用户第三方账户，未安装或验证交易/权限",
"price": "初始月免费、Basic原$10、Pro25、Pro+100，实际订阅/年价未知",
"businessModel": "按使用/研究等级订阅，数据许可、模型/实时信息和支持成本待核；客户市场资金非平台收入",
"entityBasis": "Snapp Stats, Inc.官网页脚自述，条款转app无可读正文，注册/实际合同未核",
"stage": "Web/移动入口，分析可连用户第三方账户，未安装或验证交易/权限",
"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/商店/政策/条款",
"notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。",
"evidenceIds": [
"SRPRO1-P-SR006R-C49",
"SRLEARN1-SNAPP-HOME",
"SRLEARN1-SNAPP-PRICE",
"SRLEARN1-SNAPP-LEGAL"
],
"revenueStatus": "unknown",
"classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。",
"evidenceIds": [
"SRPRO1-P-SR006R-C49",
"SRLEARN1-SNAPP-HOME",
"SRLEARN1-SNAPP-PRICE",
"SRLEARN1-SNAPP-LEGAL"
]
}
},
{
"id": "AI214",
"name": "Straia",
"url": "https://straia.io",
"channel": "S14",
"cat": "C07",
"year": 2025,
"team": 8,
"location": "San Francisco, California, United States of America（投资方资料）",
"business": "高校SIS/LMS/CRM数据整合与自然语言业务分析。",
"buyer": "高校管理、教务、招生/IR和学生支持团队",
"delivery": "托管摄取/映射和持续维护，公开demo/try入口未运行",
"price": "条款有订阅但没有公开金额/按机构、席位或数据量的实际合同",
"businessModel": "高校行业BI＋接入维护，数据整理/权限、模型/数据库及长期客户支持成本待核",
"entityBasis": "Straia, Inc.官网/条款自述，独立注册及实际机构协议/付费未核",
"stage": "托管摄取/映射和持续维护，公开demo/try入口未运行",
"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/商店/政策/条款",
"notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。",
"evidenceIds": [
"SRPRO1-P-SR006R-C51",
"SRLEARN1-STRAIA-HOME",
"SRLEARN1-STRAIA-TERMS"
],
"revenueStatus": "unknown",
"classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。",
"evidenceIds": [
"SRPRO1-P-SR006R-C51",
"SRLEARN1-STRAIA-HOME",
"SRLEARN1-STRAIA-TERMS"
]
}
},
{
"id": "AI215",
"name": "SUN",
"url": "https://sunapp.ai",
"channel": "S14",
"cat": "C08",
"year": 2025,
"team": 3,
"location": "Palo Alto, California, United States of America（投资方资料）",
"business": "根据提示/材料生成播客、音频课程和有声内容的平台。",
"buyer": "个人学习者/创作者；开发者入口不等已有商业API合同",
"delivery": "公开生成入口及credits，邮箱/日历/笔记连接coming soon，未运行",
"price": "plans未公开金额；2026-08-05条款称购买未开、未来预付credits，实际收费待核",
"businessModel": "音频生成额度模式待商业验证，文本/TTS、重生成/存储和版权/声音许可成本待核",
"entityBasis": "Blue Energy People, Inc.条款及页脚自述，独立注册与商业订单未核",
"stage": "公开生成入口及credits，邮箱/日历/笔记连接coming soon，未运行",
"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/商店/政策/条款",
"notes": "免费/标价/预订、签约和D2C原标签、用户/排名/预测或机构效果不当已核经常性收入；净费、财务日、付款及留存缺项分列。",
"evidenceIds": [
"SRPRO1-P-SR006R-C52",
"SRLEARN1-SUN-HOME",
"SRLEARN1-SUN-PLANS",
"SRLEARN1-SUN-TERMS",
"SRLEARN1-SUN-PRIVACY"
],
"revenueStatus": "unknown",
"classificationBasis": "个人照片/体育助手归C09，健康硬件推算及高校管理BI归C07，生成音频归C08；收费/交付分母单独保留，不按模型命名/AI标签认新基础模型。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅公开产品/收费/数据及自报测试范围，未安装/授权照片、接学生/健康资料、生成音频或连接交易；未独立验证效果/安全/临床或商业财务。",
"evidenceIds": [
"SRPRO1-P-SR006R-C52",
"SRLEARN1-SUN-HOME",
"SRLEARN1-SUN-PLANS",
"SRLEARN1-SUN-TERMS",
"SRLEARN1-SUN-PRIVACY"
]
}
}
],
"observations": [
@@ -49501,6 +49707,36 @@
"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
},
{
"id": "SRLEARN1-O-CLAIR-D2C",
"company": "AI212",
"name": "Clair Health",
"kind": "D2C revenue原标签（期间/履约待核）",
"value": 800000,
"unit": "原文$，币种待核",
"timing": "少于8周原文，实际期间/业务截至日未明确",
"evidence": "SRLEARN1-CLAIR-SR",
"scope": "D2C业务，预订/确认净收入定义待核",
"selection": "excluded",
"reason": "官网当前预订预计2027交付；原D2C收入标签缺财务日、期间、实际交货/退款和经常性，保留原文但不推MRR/ARR或与B2B相加",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SRLEARN1-O-CLAIR-B2B",
"company": "AI212",
"name": "Clair Health",
"kind": "B2B已签合同额",
"value": 18000000,
"unit": "原文$，币种待核",
"timing": "少于8周自述，具体签约/财务截至日未给",
"evidence": "SRLEARN1-CLAIR-SR",
"scope": "B2B合同，净额/期限/履约未知",
"selection": "excluded",
"reason": "签约合同不等已确认或经常性收入，合同期限/取消、实际交付与付款及和D2C的主体边界未核；不平均摊成ARR",
"bound": "=",
"comparisonGroup": null
}
],
"evidence": [
@@ -105496,7 +105732,7 @@
},
{
"id": "SRPRO1-P-SR006R-C07",
"companyId": null,
"companyId": "AI211",
"title": "Auto公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/auto",
"publishedAt": null,
@@ -105540,7 +105776,7 @@
},
{
"id": "SRPRO1-P-SR006R-C13",
"companyId": null,
"companyId": "AI212",
"title": "Clair Health公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/clair-health",
"publishedAt": null,
@@ -105881,7 +106117,7 @@
},
{
"id": "SRPRO1-P-SR006R-C49",
"companyId": null,
"companyId": "AI213",
"title": "Snapp AI公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/snapp-ai",
"publishedAt": null,
@@ -105903,7 +106139,7 @@
},
{
"id": "SRPRO1-P-SR006R-C51",
"companyId": null,
"companyId": "AI214",
"title": "Straia公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/straia",
"publishedAt": null,
@@ -105914,7 +106150,7 @@
},
{
"id": "SRPRO1-P-SR006R-C52",
"companyId": null,
"companyId": "AI215",
"title": "SUN公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/sun",
"publishedAt": null,
@@ -107913,6 +108149,237 @@
"kind": "公司公开交付/收费/合同范围核对",
"summary": "政策主体AGI Comp, Inc.，称不卖/不训练，可联系启用端到端加密；处理录音/转写/截图及第三方，客户协议另定。",
"limitation": "未见精确政策日；显示sonatic.com/terms的链接实际指cluely.com，未以该外域条款代Sonatic合同或据链接认关联。启用加密不是默认已端到端，禁训练不等零采集/外传。"
},
{
"id": "SRLEARN1-AUTO-HOME",
"companyId": "AI211",
"title": "Auto当前照片库助手与旧Frames分列",
"url": "https://auto.inc/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "当前Auto Photos用于照片整理、检索和问答，连接个人助手；页脚Automatic Platforms Inc.，原档案Frames相机小应用为较早业务描述。",
"limitation": "未安装插件、授权照片或同步相册，当前交付按照片库任务分类；品牌更新不代注册年变化或新公司，旧产品收入不自动迁入。"
},
{
"id": "SRLEARN1-AUTO-TERMS",
"companyId": "AI211",
"title": "Auto内容许可和模型训练条款",
"url": "https://auto.inc/terms",
"publishedAt": "2026-06-01",
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "2026-06-01主体Automatic Platforms Inc.，AI/自动化工作流、第三方处理及内容/输出的服务改进许可，包括模型训练。",
"limitation": "条款仍含旧Frames描述，不代当前所有照片功能/实际采购；不训练第三方与公司自身训练不同，未上传内容，独立注册未核。"
},
{
"id": "SRLEARN1-AUTO-PRIVACY",
"companyId": "AI211",
"title": "Auto一般内容与Google来源训练范围",
"url": "https://auto.inc/privacy",
"publishedAt": "2026-06-12",
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "2026-06-12政策一般用户内容可改进/训练自己的模型，Google Workspace来源另有限制，第三方LLM可处理但不用于其模型训练。",
"limitation": "不能统一写相册零上传/零训练，也不据泛化政策推实际已训练所有照片；具体分享/删除/权限未实测。"
},
{
"id": "SRLEARN1-AUTO-APP",
"companyId": "AI211",
"title": "Auto Photos商店公开发布",
"url": "https://apps.apple.com/us/app/auto-photos-camera-roll/id6817892151",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "官网链接应用商店当前产品核对",
"summary": "官网所链美国App Store列Automatic Platforms Inc、免费、iPhone照片库/按问句创建相册；可核当前发布版本。",
"limitation": "未下载/运行，免费入口不等公司零收入/未来不收费；应用评分非付费量或技术实测，开发者隐私标签非Apple核验。"
},
{
"id": "SRLEARN1-CLAIR-HOME",
"companyId": "AI212",
"title": "Clair生理信号推算与待完成验证",
"url": "https://www.wearclair.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "官网以腕部生理信号/机器学习计算激素洞察，早期原型对照尿检；自报10万女性去识别临床数据训练，生产硬件研究仍在启动/待发布。",
"limitation": "间接推算不当直接化学测量或独立临床/监管认可；不读患者数据/招募表，不以world model标签升级通用基座或验证医疗有效性。"
},
{
"id": "SRLEARN1-CLAIR-PRICE",
"companyId": "AI212",
"title": "Clair预订硬件与促销订阅",
"url": "https://www.wearclair.com/#preorder",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "当前founding member原$295含六个月Premium促销、免费地面配送，设备标2027年1月交付，32K+加入为自报。",
"limitation": "未下单，具体订阅续费金额未知，预订/加入量不等已交货/付费或当前MRR，不能按295乘32K估收入。"
},
{
"id": "SRLEARN1-CLAIR-TERMS",
"companyId": "AI212",
"title": "Clair wellness条款和软件收费",
"url": "https://www.wearclair.com/terms/",
"publishedAt": "2026-01-26",
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "2026-01-26主体Clair Health Inc.，明确general wellness非医疗设备；部分功能需续订、基础本地存储/端侧AI无订阅仍可用。",
"limitation": "网站条款不代硬件已交付/临床验证或实际保修/退款订单，标价/订阅允许不证明实收；独立注册未核。"
},
{
"id": "SRLEARN1-CLAIR-PRIVACY",
"companyId": "AI212",
"title": "Clair客户健康数据与训练研究范围",
"url": "https://www.wearclair.com/privacy/",
"publishedAt": "2026-10-21",
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "2026-10-21自述健康数据在手机本地，账号/付款等基础服务分开；研究参与需另行同意，和官网既有去识别临床训练集分别记录。",
"limitation": "仅厂商架构/政策，未独立验证端侧、权限或研究/安全报告；隐私用语不代真实部署。客户健康数据、账号资料和外部训练集不能混同。"
},
{
"id": "SRLEARN1-CLAIR-SR",
"companyId": "AI212",
"title": "Clair D2C收入与B2B签约原标签",
"url": "https://speedrun.a16z.com/companies/clair-health",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方档案分渠道财务口径核对",
"summary": "档案自报2025、7人，原$800K D2C revenue、$18M B2B contracts signed in <8 weeks。",
"limitation": "未给币种ISO、业务日/实际期间、D2C是否预订收款/已履约净收入及B2B期限/取消/收款。两数不合并/摊ARR；当前官网预计2027交货不自动证实或否定历史金额。"
},
{
"id": "SRLEARN1-PICPET-HOME",
"companyId": null,
"title": "PicPet当前主页和政策入口缺项",
"url": "https://picpet.app/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "当前主页仅社交宠物/Feed your friendship、O3O Labs与商店链接；Terms/Privacy的Notion直达返回404。",
"limitation": "不绕过Notion权限/登录；主页和政策缺项不判不存在/不安全或财务造假，未核具体AI任务，保留pending-ai。"
},
{
"id": "SRLEARN1-PICPET-APP",
"companyId": null,
"title": "PicPet真实应用及订阅但AI范围未核",
"url": "https://apps.apple.com/tw/app/picpet/id6742077014?l=en-GB",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "官网链接应用商店当前交付与收费核对",
"summary": "官网所链商店列O3O Labs Inc、社交照片养宠，PicPet+原US$3.99/月或39.99/年，区域价格可变；照片变宠物等更新描述。",
"limitation": "订阅标价/真实应用不自动证明AI主营；未核图像生成/理解实现、付费数/退款净费，评论/评分不入个人数据或收入表。"
},
{
"id": "SRLEARN1-PICPET-SR",
"companyId": null,
"title": "PicPet活跃与留存声明范围",
"url": "https://speedrun.a16z.com/companies/picpet",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方档案采用/留存口径核对",
"summary": "原档案2025、6人，200K+ DAU及45% D90 bounded retention自报。",
"limitation": "未给DAU截止日、留存cohort/分母/计算法或付费转化；bounded retention不当所有新增用户恰好第90日留存，不能乘订阅标价估MRR。"
},
{
"id": "SRLEARN1-SNAPP-HOME",
"companyId": "AI213",
"title": "Snapp当前体育分析/预测市场产品",
"url": "https://www.trysnapp.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "当前从体育信息feed扩展为体育分析、fantasy/预测市场研究与个人第三方账户连接；公司称不持有客户资金，页面是sample data。",
"limitation": "仅商业分类不提供投注/交易建议或连接账户；用户资金/示例市场量/赔付非Snapp收入，#1榜由Snapp维护，非独立验证或回报承诺。"
},
{
"id": "SRLEARN1-SNAPP-PRICE",
"companyId": "AI213",
"title": "Snapp免费到分档订阅",
"url": "https://www.trysnapp.ai/#pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "初始月Free原$0、Basic10、Pro25、Pro+100，按消息/研究等级/模型功能分档；页脚Snapp Stats, Inc.。",
"limitation": "未验证年付价格/付款，标价不是实收；数据/模型/外部平台成本和不限消息公平使用需合同，不能用排行榜/用户结果估净费。"
},
{
"id": "SRLEARN1-SNAPP-LEGAL",
"companyId": "AI213",
"title": "Snapp条款读取限制",
"url": "https://www.trysnapp.ai/terms",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "公开条款地址跳至app.trysnapp.ai/terms但抓取无正文；营销主页普通HTTP403，浏览缓存正文/价格可读。",
"limitation": "未登录/授权钱包、安装或交易；不把营销文案代实际服务合同/地区可用性，不据抓取差异判断财务风险。"
},
{
"id": "SRLEARN1-STRAIA-HOME",
"companyId": "AI214",
"title": "Straia高校数据BI与托管接入",
"url": "https://www.straia.io/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "面向高校管理/IR/学务等，SIS/LMS/CRM数据整合和自然语言BI；团队负责摄取/映射/设置及日常维护。",
"limitation": "机构留存/招生/财务指标是客户数据不是Straia收入；FERPA/加密/权限为自报，未接学生记录或公共try入口，集成与持续服务非零成本。"
},
{
"id": "SRLEARN1-STRAIA-TERMS",
"companyId": "AI214",
"title": "Straia教育分析服务及订阅条款",
"url": "https://www.straia.io/terms",
"publishedAt": "2026-03-01",
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "2026-03-01主体Straia, Inc.，教育数据集成/分析/报告，订阅可取消至已付期结束。",
"limitation": "没有公开具体金额/计费分母或实际机构订单，网站订阅条款不证明付费/数据合规，独立注册和客户DPA未核。"
},
{
"id": "SRLEARN1-SUN-HOME",
"companyId": "AI215",
"title": "SUN当前生成音频与未来连接",
"url": "https://sunapp.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "提示或资料生成播客/音频课程/有声内容，可选语言/时长/声音，计划和个人生成入口；邮箱/日历/笔记连接明确coming soon。",
"limitation": "未生成音频/克隆声音/安装skill或调用API；第三方模型调用及产品名不当自研通用基础模型，学习/听感效果未独立测试。"
},
{
"id": "SRLEARN1-SUN-PLANS",
"companyId": "AI215",
"title": "SUN额度页无可核金额",
"url": "https://sunapp.ai/plans",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "公开plans页称credits转音频且不失效，读取时没有实际价格/套餐金额，页脚Blue Energy People, Inc.。",
"limitation": "额度、模型/时长费率及实际付费未知，不能把计划页或不失效额度当已实现订阅/ARR；没有购买/获取API Key。"
},
{
"id": "SRLEARN1-SUN-TERMS",
"companyId": "AI215",
"title": "SUN购买尚未开启的公开条款",
"url": "https://sunapp.ai/terms",
"publishedAt": "2026-08-05",
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "2026-08-05条款Blue Energy People, Inc.，消费credits但称购买尚未开启、按钮禁用、收费前将公布价格/退款；未来额度是预付使用许可。",
"limitation": "仅条款状态，未测支付；不能因privacy有subscription字段认当前已收费，未来额度现金与生成履约分开，具体当前商业合同未知。"
},
{
"id": "SRLEARN1-SUN-PRIVACY",
"companyId": "AI215",
"title": "SUN第三方生成与存储/分享范围",
"url": "https://sunapp.ai/privacy",
"publishedAt": "2026-10-18",
"accessedAt": "2026-11-01",
"kind": "公司公开产品/收费/合同范围核对",
"summary": "2026-10-18政策提示/源材料送第三方语言/TTS服务，音频存储用于回听，默认账户内、主动分享后链接持有人可听；不训练自家通用模型。",
"limitation": "禁通用模型训练不等零外传/零存储，连接个人助手会有另外资料范围，未授权/输入文件或他人声音；实际安全/删除未经独立测试。"
}
],
"reviews": [
@@ -119260,6 +119727,138 @@
"companyIds": [
"AI207"
]
},
{
"id": "SRLEARN1-R-BOUNDARY",
"type": "个人/健康/教育和音频当前交付分类",
"company": "本批六个候选",
"scope": "dataset",
"summary": "五项2025自报与当前AI产品对应，PicPet保留具体AI待核，补21证据及两条Clair原始财务声明。",
"handling": "原493观测、公司及YC覆盖保留，新两条excluded无ARR标签/比较组，不改收入样本；不触发生成/支付/连接或读用户/健康/学生数据。",
"evidenceIds": [
"SRLEARN1-AUTO-HOME",
"SRLEARN1-CLAIR-HOME",
"SRLEARN1-PICPET-HOME",
"SRLEARN1-SNAPP-HOME",
"SRLEARN1-STRAIA-HOME",
"SRLEARN1-SUN-HOME"
]
},
{
"id": "SRLEARN1-R-CLAIR",
"type": "D2C收入、签约与未来发货范围",
"company": "Clair Health",
"scope": "companies",
"summary": "档案800K D2C revenue和18M B2B contracts为不同渠道/口径，官网当前预订预计2027年1月发货，295含六个月促销而非未来月费金额。",
"handling": "原数分别保留excluded，不能据当前预订自动否定历史声明，也不能把标签当经审核净费；需实际期间/货权交付、退款、B2B合同期限/取消/净额及付款，金额不合并、不摊ARR。",
"evidenceIds": [
"SRLEARN1-CLAIR-SR",
"SRLEARN1-CLAIR-PRICE",
"SRLEARN1-CLAIR-TERMS"
],
"companyIds": [
"AI212"
]
},
{
"id": "SRLEARN1-R-PICPET",
"type": "真实应用/订阅与AI、留存缺项",
"company": "PicPet",
"scope": "excluded-candidate",
"summary": "商店社交宠物/照片和3.99月/39.99年价可读，AI具体实现未核；200K+DAU及45% D90 bounded retention为档案自述，政策Notion404。",
"handling": "继续候选，不因动物互动/AI批次自动纳AI主营。活跃不等付费，bounded留存不等恰好D90点留存；需日期/cohort/分母及净订阅、广告/内购分解，不按DAU乘标价。",
"evidenceIds": [
"SRLEARN1-PICPET-HOME",
"SRLEARN1-PICPET-APP",
"SRLEARN1-PICPET-SR"
]
},
{
"id": "SRLEARN1-R-DATA",
"type": "训练、第三方处理和原始数据范围",
"company": "Auto、Clair、SUN",
"scope": "companies",
"summary": "Auto一般内容可训练自家而Google/第三方模型另限；Clair自述客户健康本地与既有临床去识别训练集分开；SUN文本/TTS第三方处理并存储音频。",
"handling": "不能统一写无训练/无外传或用隐私措辞证明部署。Photos当前任务与旧Frames条款分列；客户与外部训练集、生成内容及主动分享不同。均无真实数据授权/独立验证。",
"evidenceIds": [
"SRLEARN1-AUTO-TERMS",
"SRLEARN1-AUTO-PRIVACY",
"SRLEARN1-CLAIR-HOME",
"SRLEARN1-CLAIR-PRIVACY",
"SRLEARN1-SUN-PRIVACY"
],
"companyIds": [
"AI211",
"AI212",
"AI215"
]
},
{
"id": "SRLEARN1-R-TECH",
"type": "自有排行榜、健康原型和未来功能限制",
"company": "Snapp AI、Clair、SUN",
"scope": "companies",
"summary": "Snapp当前榜由自身维护且示例市场/赔付为sample；Clair间接信号推算与原型/待开展生产研究分开；SUN未来连接未当现有集成。",
"handling": "仅description，不把排名当独立评测/收益保证、健康洞察当医疗诊断或生成产品名当新通用模型；不读患者资料/下注/生成声音，所有模型/效果未独立测试。",
"evidenceIds": [
"SRLEARN1-SNAPP-HOME",
"SRLEARN1-CLAIR-HOME",
"SRLEARN1-CLAIR-TERMS",
"SRLEARN1-SUN-HOME"
],
"companyIds": [
"AI213",
"AI212",
"AI215"
]
},
{
"id": "MODEL1-AUDIO-CREDITS",
"type": "商业模式初评",
"company": "预付音频额度与持续生成成本",
"scope": "companies",
"summary": "已核事实：SUN公开plans无可核金额，条款说购买未开、未来credits为预付许可，生成依赖第三方语言/TTS和音频存储；连接部分未来。",
"handling": "待验证判断：先确认可收费产品/合同和按模型、时长/质量的额度扣费，记录文本/TTS、重试/重生成、存储/播放及版权/声音许可成本。预付现金、未耗额度与实际生成履约分账；不失效额度有持续负担，付费/重复使用和退款待核，不从UI credits或API入口推订阅ARR。",
"evidenceIds": [
"SRLEARN1-SUN-PLANS",
"SRLEARN1-SUN-TERMS",
"SRLEARN1-SUN-PRIVACY"
],
"companyIds": [
"AI215"
]
},
{
"id": "MODEL1-CAMPUS-BI",
"type": "商业模式初评",
"company": "高校行业BI＋数据接入托管",
"scope": "companies",
"summary": "已核事实：Straia统一SIS/LMS/CRM供高校自然语言分析，团队负责映射/设置和维护，条款支持订阅但实价/机构合同未给。",
"handling": "待验证判断：按真实学校预算/采购周期分软件续费、数据接入和持续托管，记录数据清洗/映射、权限/审计、模型/存储和客户支持工时。核每机构交付验收/回款、持续使用与跨学年续约，校方招生/留存/财务改善不代平台收入，合规须客户协议/独立证据。",
"evidenceIds": [
"SRLEARN1-STRAIA-HOME",
"SRLEARN1-STRAIA-TERMS"
],
"companyIds": [
"AI214"
]
},
{
"id": "MODEL1-WEARABLE-PREORDER",
"type": "商业模式初评",
"company": "wellness硬件预订＋软件订阅",
"scope": "companies",
"summary": "已核事实：Clair295预订含六个月Premium，预计2027发货；部分功能未来付费、基础端侧可用；原D2C/B2B两财务口径不等经常性净费。",
"handling": "待验证判断：先核预订现金、实际交货/退货及B2B项目净额，再分硬件与软件履约。记录制造/传感器、验证/研究、保修/物流/客服与持续模型成本；免费促销转付费及硬件复购/订阅留存独立验证，不按未交货客户或合同额推当前ARR/毛利，不以wellness宣传作临床保证。",
"evidenceIds": [
"SRLEARN1-CLAIR-PRICE",
"SRLEARN1-CLAIR-TERMS",
"SRLEARN1-CLAIR-SR",
"SRLEARN1-CLAIR-HOME"
],
"companyIds": [
"AI212"
]
}
],
"coverage": {
@@ -136418,7 +137017,7 @@
"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；34关联、5旧年、0既有超年、3品牌/年份待核、17当前AI/主体待核。机器人评估/硬件、Agent测试、模型后训练与工作助手按具体交付关联，原位置/URL和证据保留；名单不等独立技术/财务验收。",
"scope": "公开SR006有限名单59项；39关联、5旧年、0既有超年、3品牌/年份待核、12当前AI/主体待核。照片/健康/体育/高校/音频任务关联，PicPet真实应用/订阅可读但AI仍缺；原位置/URL/证据保留。",
"complete": false,
"records": [
{
@@ -136527,15 +137126,20 @@
"id": "SR006R-C07",
"name": "Auto",
"url": "https://speedrun.a16z.com/companies/auto",
"categoryId": "C00",
"categoryId": "C09",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C07"
"SRPRO1-P-SR006R-C07",
"SRLEARN1-AUTO-HOME",
"SRLEARN1-AUTO-TERMS",
"SRLEARN1-AUTO-PRIVACY",
"SRLEARN1-AUTO-APP"
],
"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": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。",
"companyId": "AI211"
},
{
"id": "SR006R-C08",
@@ -136620,15 +137224,21 @@
"id": "SR006R-C13",
"name": "Clair Health",
"url": "https://speedrun.a16z.com/companies/clair-health",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C13"
"SRPRO1-P-SR006R-C13",
"SRLEARN1-CLAIR-HOME",
"SRLEARN1-CLAIR-PRICE",
"SRLEARN1-CLAIR-TERMS",
"SRLEARN1-CLAIR-PRIVACY",
"SRLEARN1-CLAIR-SR"
],
"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": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。",
"companyId": "AI212"
},
{
"id": "SR006R-C14",
@@ -136977,9 +137587,12 @@
"status": "pending-ai",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C35"
"SRPRO1-P-SR006R-C35",
"SRLEARN1-PICPET-HOME",
"SRLEARN1-PICPET-APP",
"SRLEARN1-PICPET-SR"
],
"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": "商店可核社交照片宠物与PicPet+订阅，具体当前AI理解/生成实现仍缺，保留pending-ai；Notion条款404。200K+DAU/45%D90 bounded retention无日期/分母及付费转化，不乘US$3.99估MRR。"
},
{
"id": "SR006R-C36",
@@ -137203,15 +137816,19 @@
"id": "SR006R-C49",
"name": "Snapp AI",
"url": "https://speedrun.a16z.com/companies/snapp-ai",
"categoryId": "C00",
"categoryId": "C09",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C49"
"SRPRO1-P-SR006R-C49",
"SRLEARN1-SNAPP-HOME",
"SRLEARN1-SNAPP-PRICE",
"SRLEARN1-SNAPP-LEGAL"
],
"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": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。",
"companyId": "AI213"
},
{
"id": "SR006R-C50",
@@ -137238,29 +137855,37 @@
"id": "SR006R-C51",
"name": "Straia",
"url": "https://speedrun.a16z.com/companies/straia",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C51"
"SRPRO1-P-SR006R-C51",
"SRLEARN1-STRAIA-HOME",
"SRLEARN1-STRAIA-TERMS"
],
"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": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。",
"companyId": "AI214"
},
{
"id": "SR006R-C52",
"name": "SUN",
"url": "https://speedrun.a16z.com/companies/sun",
"categoryId": "C00",
"categoryId": "C08",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C52"
"SRPRO1-P-SR006R-C52",
"SRLEARN1-SUN-HOME",
"SRLEARN1-SUN-PLANS",
"SRLEARN1-SUN-TERMS",
"SRLEARN1-SUN-PRIVACY"
],
"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": "2025自报与当前具体AI任务对应；照片/体育、健康wellness、高校BI与音频生成分别分类。预订/未来收费、数据/研究、合同及财务缺项保留，不认已核ARR。",
"companyId": "AI215"
},
{
"id": "SR006R-C53",
content/research/ai-companies.sources.json
+5 -5
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr-robot-evals-1",
"version": "2026-11-01-sr-learning-health-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。",
@@ -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旧年、88自报两年：49已补官网关联、34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129关联、1既有超年、145旧年、6品牌/年份、40当前AI/交付待核。新增SafeWorld/Sparta/Syncere/ThirdBrain/Dispatcher/Sonatic并保留封闭beta、邀请预订/候补、法律页和当前版本缺项。新增20证据，不增经营观测；原493、ARR/MRR和YC覆盖保留。厂商历史20/20含4已知差异，不当当前/独立验收；未来月费/候补不作ARR。",
"nextCheck": "继续34个新批次及SR007六个主营待核、10复用变化；核品牌/注册及实际合同/付费。Sparta当前候选/连接器验收和额度成本、Syncere制造/交付/保修/未来费率、ThirdBrain权重IP及专家训练成本、SafeWorld实际评估协议、Dispatcher实体运营及Sonatic权限/本域条款缺项需补。不以历史厂商报告、演示/候补或未来报价推当前性能、ARR/造假概率。",
"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旧年、88自报两年：54已补官网关联、29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134关联、1既有超年、145旧年、6品牌/年份、35当前AI/交付待核。新增Auto/Clair/Snapp/Straia/SUN，PicPet应用/订阅存在但AI任务待核。新增21证据和两条Clair原始财务声明，均排除比较；原493、ARR/MRR及YC覆盖保留。免费/购买未开、2027预订、D2C标签和B2B签约/用户留存分列，不当当前ARR/独立能力或临床认证。",
"nextCheck": "继续29个新批次及SR007六个主营待核、10复用变化；核成立/品牌/注册及实际合同。Clair两渠道期间/财务日、预订/交货退款和软件促销转费，Auto当前Photos与旧Frames、Snapp条款/收费和自有榜，Straia机构采购/接入维护，SUN购买开放及每分钟/模型额度成本，PicPet实际AI/留存分母和政策缺项待补。不得从DAU、合同/标价、预测结果或训练规模推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": 49,
"pendingCurrentAIOrIdentity": 34,
"newLinkedCompanies": 54,
"pendingCurrentAIOrIdentity": 29,
"records": [
{
"candidateId": "SR001R-C01",
content/research/ai-income-analysis.json
+1 -1
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr-robot-evals-1",
"sourceVersion": "2026-11-01-sr-learning-health-1",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",