补充Bud收购案例与Rocket转型业务边界
This commit is contained in:
@@ -98,10 +98,11 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal
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同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。
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所有修改都经过工作分支和 PR，部署仍等待人工合并主线。
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当前资料包含 1,013 条公司/产品记录、10 类业务及待分类组、1,080 条证据记录和 148 条经营与技术观测。
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其中保留 69 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。
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当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 151 条经营与技术观测。
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其中保留 71 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。
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补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。
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新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；36条核查中25条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。
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新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；39条核查中28条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。
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Bud保留为2025成立且YC标记已收购的案例；Rocket.new按前身2021成立、2025产品上线的转型对照记录，历史ARR不混入新成立公司同期统计。
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它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。
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界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。
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保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。
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@@ -185,10 +185,10 @@ async function main() {
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assert.equal(researchResponse.status, 200, "authenticated research API");
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assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
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const research = await researchResponse.json();
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assert.equal(research.companies.length, 1013);
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assert.equal(research.companies.length, 1015);
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assert.equal(research.categories.length, 11);
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assert.equal(research.evidence.length, 1080);
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assert.equal(research.observations.length, 148);
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assert.equal(research.evidence.length, 1086);
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assert.equal(research.observations.length, 151);
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assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
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const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
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assert.equal(researchPage.status, 200);
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@@ -23,9 +23,9 @@ test("research revisions share the authentication database and preserve replay l
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for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
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assert.equal(consumeCode(config, "invalid"), "limited");
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const initial = readResearchSnapshot();
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assert.equal(initial.companies.length, 1013);
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assert.equal(initial.evidence.length, 1080);
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assert.equal(initial.observations.length, 148);
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assert.equal(initial.companies.length, 1015);
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assert.equal(initial.evidence.length, 1086);
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assert.equal(initial.observations.length, 151);
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assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records");
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const db = openSiteDatabase();
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const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[];
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@@ -62,7 +62,7 @@ test("research validation rejects broken evidence and unsafe source links", () =
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test("reviews link explicit companies without turning global or excluded cases into companies", () => {
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const snapshot = structuredClone(seed) as ResearchSnapshot;
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 25);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 28);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 3);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 8);
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const review = snapshot.reviews.find((r) => r.id === "R4")!;
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@@ -83,11 +83,11 @@ test("reviews link explicit companies without turning global or excluded cases i
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test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
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const snapshot = seed as ResearchSnapshot;
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const summary = categorySummary(snapshot);
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assert.equal(summary.reduce((n, c) => n + c.count, 0), 1013);
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assert.equal(summary.reduce((n, c) => n + c.self, 0), 16);
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assert.equal(summary.reduce((n, c) => n + c.count, 0), 1015);
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assert.equal(summary.reduce((n, c) => n + c.self, 0), 17);
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assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1);
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assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16);
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assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980);
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assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 981);
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assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
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assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
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assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
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@@ -127,6 +127,14 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", (
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assert.equal(codos.unit, "币种未注明");
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assert.equal(codos.comparisonGroup, null);
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assert.ok(snapshot.observations.filter((o) => o.id.startsWith("SR-O-")).every((o) => o.comparisonGroup === null && o.unit !== "USD"));
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assert.equal(snapshot.companies.find((c) => c.id === "AI071")?.year, 2021);
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const rocket = snapshot.observations.find((o) => o.id === "ROCKET-O-arr")!;
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assert.equal(rocket.selection, "historical");
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assert.equal(rocket.comparisonGroup, null);
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assert.notEqual(rocket.scope, "公司整体");
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assert.equal(snapshot.companies.find((c) => c.id === "AI070")?.revenueStatus, "unknown");
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assert.equal(snapshot.observations.filter((o) => o.company === "AI070").length, 0,
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"unreadable announcement summaries do not become numeric ARR");
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});
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// Retractions and forecasts must stay visible for review without becoming revenue signals.
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@@ -2,7 +2,7 @@
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截至 2026-10-30，7日窗口内有 14 个产品的美元平台MRR可纳入分组描述。创意软件订阅组的样本均值较高、CV也较大；营销软件组与消费者个人应用组的CV接近。各组只有1至5个产品，尚不足以估计行业总体或造假概率。
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这是已采集资料的固定快照。[动态工作台](/docs/other-research/ai-company-research/overview)提供筛选与原始证据。窗口按最后同步日计算，不保证所有点同日，也不是1,013条公司/产品记录的收入普查。
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这是已采集资料的固定快照。[动态工作台](/docs/other-research/ai-company-research/overview)提供筛选与原始证据。窗口按最后同步日计算，不保证所有点同日，也不是1,015条公司/产品记录的收入普查。
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## 7日窗口的分组结果
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@@ -1,5 +1,5 @@
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{
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"version": "2026-10-30-review-links-1",
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"version": "2026-10-30-cohorts-1",
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"asOf": "2026-10-30",
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"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。",
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"limitations": [
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@@ -28500,6 +28500,56 @@
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"revenueStatus": "self",
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"classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。",
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"businessModel": "收费与交付结构待进一步核验"
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},
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{
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"id": "AI070",
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"name": "Bud（Orchids历史团队）",
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"url": "https://www.ycombinator.com/companies/bud",
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"cat": "C05",
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"year": 2025,
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"team": 6,
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"location": "美国旧金山",
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"business": "使用计算机、浏览器及跨任务工具执行知识工作；历史应用构建业务单列说明。",
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"buyer": "知识工作者、开发者与小团队；实际客户构成未核验",
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"delivery": "YC状态已收购；独立经营和产品当前可用性未核验",
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"notes": "官方博客搜索索引显示团队加入Figma与Bud/Orchids停服公告，但正文503，本轮不确认交易条件或停服执行；不将缓存收入短句入数值表。不与个人助理Orchid合并。",
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"cohort": "2025年成立；YC当前标记已收购",
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"teamBasis": "YC Team Size为6；2026-10-30访问，业务截至日未知",
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"price": "本轮未核验可用套餐与结算",
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"stage": "YC状态已收购；独立经营和产品当前可用性未核验",
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"sourceType": "公司官网与投资机构资料",
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"evidenceIds": [
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"BUD-YC",
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"BUD-CACHE"
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],
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"revenueStatus": "unknown",
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"classificationBasis": "按当前或最后公开主营归类，历史产品和业务边界另记。"
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},
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{
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"id": "AI071",
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"name": "Rocket.new（DhiWise转型业务）",
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"url": "https://www.rocket.new/blog/rocket-raises-15m-in-seed",
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"cat": "C04",
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"year": 2021,
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"team": 50,
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"location": "印度Surat / 美国Palo Alto",
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"business": "从自然语言生成应用，并提供后端与部署；由DhiWise转型而来。",
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"buyer": "知识工作者、开发者与小团队；实际客户构成未核验",
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"delivery": "2025年公开新产品与融资；不属于2025—2026公司成立组",
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"notes": "2025-09-23公告称团队50人，不是10月当前人数；ARR为历史产品里程碑，未确认前身全部业务边界、币种或经常性定义。",
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"cohort": "2021年DhiWise前身成立；2025年Rocket产品上线对照",
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"teamBasis": "2025-09-23创始人公告自述50人；非2026-10月人数",
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"price": "本轮未核验可用套餐与结算",
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"stage": "2025年公开新产品与融资；不属于2025—2026公司成立组",
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"sourceType": "公司官网与投资机构资料",
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"evidenceIds": [
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"ROCKET-ORIGIN",
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"ROCKET-LAUNCH",
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"ROCKET-ARR",
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"ROCKET-ENTITY"
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],
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"revenueStatus": "self",
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"classificationBasis": "按当前或最后公开主营归类，历史产品和业务边界另记。"
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}
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],
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"observations": [
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@@ -30944,6 +30994,51 @@
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"reason": "按评测方方法折算；不是公司收入、推理成本或毛利",
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"bound": "=",
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"comparisonGroup": null
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},
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{
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"id": "ROCKET-O-arr",
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"company": "AI071",
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"name": "Rocket.new",
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"kind": "历史产品ARR",
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"value": 4500000,
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"unit": "原文$，币种待核",
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"timing": "2025-06beta上线后三个月；约2025-09为推算月份，非原文精确截止日",
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"evidence": "ROCKET-ARR",
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"scope": "Rocket转型产品/业务",
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"selection": "historical",
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"reason": "转型产品历史里程碑，不能视为前身全部业务或2026当前公司ARR",
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"bound": "=",
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"comparisonGroup": null
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},
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{
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"id": "ROCKET-O-subscribers",
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"company": "AI071",
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"name": "Rocket.new",
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"kind": "官方称付费订阅者",
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"value": 10000,
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"unit": "名订阅者",
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"timing": "与历史ARR一并回顾，具体截止日未说明",
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"evidence": "ROCKET-ARR",
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"scope": "Rocket转型产品/业务",
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"selection": "adoption",
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"reason": "不是2026-10月活跃付费人数，也不假设等于去重客户",
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"bound": ">",
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"comparisonGroup": null
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},
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{
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"id": "ROCKET-O-funding",
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"company": "AI071",
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"name": "Rocket.new",
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"kind": "本轮融资",
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"value": 15000000,
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"unit": "原文$，币种待核",
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"timing": "2025-09-23公告",
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"evidence": "ROCKET-LAUNCH",
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"scope": "Rocket转型产品/业务",
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"selection": "funding",
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"reason": "本轮融资，不计入收入",
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"bound": "=",
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"comparisonGroup": null
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}
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],
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"evidence": [
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@@ -42826,6 +42921,72 @@
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"kind": "评测方方法说明",
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"summary": "同文本成对音频、模型名隐藏后投票；原生音色榜与固定克隆音色榜分开。评分由成对偏好拟合，公布95%区间，榜单多次更新。",
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"limitation": "评测方声明不收取上榜或有利结果报酬；本轮未独立审计评测方。原生音色选择影响结果，英语偏好不能推广为全部语言、实时延迟或企业交付能力。"
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},
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{
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"id": "BUD-YC",
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"companyId": "AI070",
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"title": "Bud官方YC公司资料",
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"url": "https://www.ycombinator.com/companies/bud",
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"publishedAt": null,
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"accessedAt": "2026-10-30",
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"kind": "公司在YC的资料",
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"summary": "YC列2025年成立、6人团队，状态Acquired，描述为可使用计算机的通用Agent。",
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"limitation": "YC状态不能说明收购交易细节或当前产品是否仍提供；不证明收入。"
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},
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{
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"id": "BUD-CACHE",
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"companyId": "AI070",
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"title": "Bud官方博客索引中的团队与停服公告",
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"url": "https://bud.app/blog",
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"publishedAt": null,
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"accessedAt": "2026-10-30",
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"kind": "官方页面搜索索引，正文不可达",
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"summary": "搜索索引显示团队加入Figma，Bud与Orchids计划于7月18日关闭；另有历史ARR短句。",
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"limitation": "本轮正文返回503，只读到官方页面搜索索引；不据其确认停服执行或精确收入/日期，不导入数值ARR。"
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},
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{
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"id": "ROCKET-ORIGIN",
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"companyId": "AI071",
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"title": "Accel关于DhiWise成立的资料",
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"url": "https://atoms.accel.com/news/dhiwise-a-surat-boys-dream-to-build-a-programming-platform-for-the-global-developer-community",
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"publishedAt": "2022-12-13",
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"accessedAt": "2026-10-30",
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"kind": "投资机构资料",
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"summary": "投资方在2022年文章记载DhiWise成立于2021年4月。",
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"limitation": "投资方资料，非登记原件；用于前身成立，不将2025新产品上线改写为公司新成立。"
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},
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{
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"id": "ROCKET-LAUNCH",
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"companyId": "AI071",
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"title": "Rocket创始人融资与转型公告",
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"url": "https://www.rocket.new/blog/rocket-raises-15m-in-seed",
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"publishedAt": "2025-09-23",
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"accessedAt": "2026-10-30",
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"kind": "公司自述",
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"summary": "创始人公告融资1500万（原文$）、50人团队，并称DhiWise为此前形态。",
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"limitation": "募资不是收入；人数为公告时点自述，产品质量主张未独立测试。"
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},
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{
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"id": "ROCKET-ARR",
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"companyId": "AI071",
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||||
"title": "Rocket官网历史ARR与付费订阅者说明",
|
||||
"url": "https://www.rocket.new/blog/from-website-builders-to-live-site-on-rocket-new-in-an-hour",
|
||||
"publishedAt": "2026-05-12",
|
||||
"accessedAt": "2026-10-30",
|
||||
"kind": "公司自述",
|
||||
"summary": "文章回顾2025年6月beta上线后三个月达到450万ARR、超过1万付费订阅者。",
|
||||
"limitation": "2026年更新的营销文章回顾历史，不能当作更新日当前收入；业务边界与币种待核，未审计。"
|
||||
},
|
||||
{
|
||||
"id": "ROCKET-ENTITY",
|
||||
"companyId": "AI071",
|
||||
"title": "Rocket与DhiWise官方主体联系",
|
||||
"url": "https://www.rocket.new/ccpa",
|
||||
"publishedAt": "2025-04-30",
|
||||
"accessedAt": "2026-10-30",
|
||||
"kind": "公司自述",
|
||||
"summary": "官方隐私通知以DhiWise US Inc指代Rocket，并同时列dhiwise.com与rocket.new。",
|
||||
"limitation": "仅用于公开品牌/主体联系，不据此认定所有地区法人同一成立日或收入合并范围。"
|
||||
}
|
||||
],
|
||||
"reviews": [
|
||||
@@ -43370,6 +43531,55 @@
|
||||
"companyIds": [
|
||||
"AI051"
|
||||
]
|
||||
},
|
||||
{
|
||||
"id": "BUD-R-STATUS",
|
||||
"type": "收购状态与访问限制",
|
||||
"company": "Bud",
|
||||
"summary": "YC直接标记已收购；官网博客仅搜索索引可读，包含团队加入Figma及停服计划。",
|
||||
"evidenceIds": [
|
||||
"BUD-YC",
|
||||
"BUD-CACHE"
|
||||
],
|
||||
"handling": "保留2025成立公司；已收购状态单列，停服执行与金额待进一步核验，缓存ARR不入数值表。",
|
||||
"scope": "companies",
|
||||
"companyIds": [
|
||||
"AI070"
|
||||
]
|
||||
},
|
||||
{
|
||||
"id": "ROCKET-R-COHORT",
|
||||
"type": "产品上线与公司成立",
|
||||
"company": "Rocket.new / DhiWise",
|
||||
"summary": "2025是Rocket产品上线年；投资方记录前身于2021年成立，官方说明两者联系。",
|
||||
"evidenceIds": [
|
||||
"ROCKET-ORIGIN",
|
||||
"ROCKET-LAUNCH",
|
||||
"ROCKET-ENTITY",
|
||||
"ROCKET-ARR"
|
||||
],
|
||||
"handling": "作为2025发布/转型对照，排除2025—2026公司成立组；历史产品ARR不充当前身全部公司收入。",
|
||||
"scope": "companies",
|
||||
"companyIds": [
|
||||
"AI071"
|
||||
]
|
||||
},
|
||||
{
|
||||
"id": "BUD-R-NAME",
|
||||
"type": "近名与历史品牌",
|
||||
"company": "Bud / Orchids / Orchid",
|
||||
"summary": "Bud官方索引联系到历史Orchids团队；YC另有2025年成立的iMessage个人助理Orchid，团队与产品不同。",
|
||||
"evidenceIds": [
|
||||
"BUD-YC",
|
||||
"BUD-CACHE",
|
||||
"YC-E-30518"
|
||||
],
|
||||
"handling": "Bud与YC30518分开，不借近名合并收入或经营状态；历史品牌与当前域名运营主体关系仍待补全文。",
|
||||
"scope": "companies",
|
||||
"companyIds": [
|
||||
"AI070",
|
||||
"YC30518"
|
||||
]
|
||||
}
|
||||
],
|
||||
"coverage": {
|
||||
|
||||
@@ -1,5 +1,5 @@
|
||||
{
|
||||
"sourceVersion": "2026-10-30-review-links-1",
|
||||
"sourceVersion": "2026-10-30-cohorts-1",
|
||||
"asOf": "2026-10-30",
|
||||
"metric": "platform-mrr-usd",
|
||||
"sampleUnit": "product-or-business",
|
||||
|
||||
Reference in New Issue
Block a user