Separate revenue run-rate claims from recurring contract evidence

apps/docs/scripts/auth-cli.ts

@@ -184,8 +184,8 @@ async function main() {
   const research = await researchResponse.json();
   assert.equal(research.companies.length, 1026);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1363);
-  assert.equal(research.observations.length, 189);
+  assert.equal(research.evidence.length, 1374);
+  assert.equal(research.observations.length, 190);
   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

@@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l
     assert.equal(consumeCode(config, "invalid"), "limited");
     const initial = readResearchSnapshot();
     assert.equal(initial.companies.length, 1026);
-    assert.equal(initial.evidence.length, 1363);
-    assert.equal(initial.observations.length, 189);
+    assert.equal(initial.evidence.length, 1374);
+    assert.equal(initial.observations.length, 190);
     assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
     assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
     assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records");
@@ -64,7 +64,7 @@ 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, 64);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 68);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 34);
   const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -86,10 +86,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat
   const snapshot = seed as ResearchSnapshot;
   const summary = categorySummary(snapshot);
   assert.equal(summary.reduce((n, c) => n + c.count, 0), 1026);
-  assert.equal(summary.reduce((n, c) => n + c.self, 0), 26);
+  assert.equal(summary.reduce((n, c) => n + c.self, 0), 27);
   assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1);
   assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 983);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 982);
   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"));
@@ -97,7 +97,7 @@ test("disclosure counts exclude client income, biographies, targets and duplicat
 
 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, 19);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 22);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 7);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-model-taxonomy-1",
+  "version": "2026-10-30-income-boundaries-1",
   "asOf": "2026-10-30",
   "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": [
@@ -2870,26 +2870,43 @@
       "location": "San Francisco",
       "business": "为前沿模型研发整理和提供训练数据解决方案。",
       "buyer": "基础模型研发团队",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。未核数据许可、专家劳务、项目与持续数据服务的收入拆分。",
+      "delivery": "官方列评估、数据、后训练和驻场交付；合同、验收与实际付费结构未核。",
+      "notes": "保留官网历史收入运行率线索；经常性ARR、实际截至日和币种仍未明确，不作为十月现状或可比样本。专家及数据采购、项目与许可收入须拆分；融资、估值和招聘数排除。",
       "cohort": "2025年成立",
       "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
-      "price": "本轮未逐一核验",
-      "stage": "目录公开，商业成熟度待核验",
-      "sourceType": "YC官方页面中的公司自述",
+      "price": "费用由单独协议或订单约定，本轮未取得统一价表",
+      "stage": "官方披露收入线索并介绍企业交付；未经财务审计，业务截至日不明",
+      "sourceType": "YC原始目录及公司/交易参与方公开原始资料补核",
       "evidenceIds": [
         "YC-E-30303",
-        "MODEL-CAT-YC30303"
+        "MODEL-CAT-YC30303",
+        "AQ-RUNRATE",
+        "AQ-SOLUTIONS",
+        "AQ-TERMS",
+        "AQ-DATA",
+        "AQ-CAREERS"
       ],
-      "revenueStatus": "unknown",
-      "profileOnly": true,
+      "revenueStatus": "self",
+      "profileOnly": false,
       "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供训练数据，不因客户是基础模型实验室而归成模型研发公司。 分类为研究者判断，不代表独立验证技术或业绩。",
       "directoryTags": [
         "B2B",
         "Data Labeling",
         "Big Data",
         "AI"
-      ]
+      ],
+      "directoryOrigin": "yc-2025-2026",
+      "businessModel": "专家数据/评估与训练环境、后训练及部署服务；按单独协议或订单收费，经常性、总额/净额和劳务成本待核",
+      "entityBasis": "YC链接AfterQuery官网，业务和创始人资料对应；官方通用条款未补齐可核法律实体登记，不从适用法推注册地。",
+      "pricingEvidence": "AQ-TERMS",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官方数据、评估及后训练服务介绍；本轮未复现基准、读取数据集或测试模型，不授予独立能力等级。",
+        "evidenceIds": [
+          "AQ-SOLUTIONS"
+        ]
+      }
     },
     {
       "id": "YC30314",
@@ -5041,26 +5058,40 @@
       "location": "San Francisco",
       "business": "面向手机、可穿戴及小型设备研发模型，并提供端侧推理工具。",
       "buyer": "设备应用开发者",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。模型体积、延迟、隐私及离线能力未独立测试，未核设备出货或许可收入。",
+      "delivery": "公开小型模型与端侧工具，另有按月微调平台条款；本轮未运行或核付费订阅。",
+      "notes": "收入未知；月度预付合同结构不等已取得MRR。下载量、设备合作、开源许可及英国同名主体信息不推算公司收入或法律沿革。",
       "cohort": "2025年成立",
       "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
-      "price": "本轮未逐一核验",
-      "stage": "目录公开，商业成熟度待核验",
-      "sourceType": "YC官方页面中的公司自述",
+      "price": "平台条款按月预付并给训练/生成/存储额度；价格在账单页，本轮未登录读取",
+      "stage": "公开模型/工具与订阅合同说明；收入、付费规模和实际交付未核",
+      "sourceType": "YC原始目录及公司/交易参与方公开原始资料补核",
       "evidenceIds": [
         "YC-E-30510",
-        "MODEL-CAT-YC30510"
+        "MODEL-CAT-YC30510",
+        "CACTUS-TERMS",
+        "CACTUS-HOME"
       ],
       "revenueStatus": "unknown",
-      "profileOnly": true,
+      "profileOnly": false,
       "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前描述及近期发布强调小型设备模型，保留C01；早期推理引擎属于配套交付，商业边界仍需拆分。 分类为研究者判断，不代表独立验证技术或业绩。",
       "directoryTags": [
         "Developer Tools",
         "Hard Tech",
         "Open Source",
         "AI"
-      ]
+      ],
+      "directoryOrigin": "yc-2025-2026",
+      "businessModel": "小型模型/端侧工具加按月预付的微调平台；额度、模型导出与企业合同经济性待核",
+      "entityBasis": "官网条款列美国Cactus Compute, Inc.，YC同域名关联；英国同名公司与美国主体关系未核，不转移注册日期或财务。",
+      "pricingEvidence": "CACTUS-TERMS",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网模型与端侧推理功能；没有独立测试、代码/权重专项审查，厂商速度与体积不转成独立能力评级。",
+        "evidenceIds": [
+          "CACTUS-HOME"
+        ]
+      }
     },
     {
       "id": "YC30511",
@@ -10672,7 +10703,7 @@
       "business": "研发面向制造场景的视觉基础模型。",
       "buyer": "制造企业及工业视觉团队",
       "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。",
+      "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。 第三方模糊ARR与厂商部分条款已留核查；没有可用精确收入，仍保持未知，不能把六位数宣传填为数值。",
       "cohort": "2025年成立",
       "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
       "price": "本轮未逐一核验",
@@ -10680,7 +10711,9 @@
       "sourceType": "YC官方页面中的公司自述",
       "evidenceIds": [
         "YC-E-30895",
-        "MODEL-CAT-YC30895"
+        "MODEL-CAT-YC30895",
+        "ALLUS-ARR-LEAD",
+        "ALLUS-TERMS"
       ],
       "revenueStatus": "unknown",
       "profileOnly": true,
@@ -20965,24 +20998,37 @@
       "location": "San Francisco",
       "business": "开发交互式游戏与应用生成平台Instaplay，同时探索前沿模型数据业务。",
       "buyer": "个人创作者与玩家；数据业务买方待核",
-      "delivery": "公开YC公司资料；交付与付费使用待核验",
-      "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。用户与月活自述不当付费客户或收入；产品与数据业务需要分别核合同。",
+      "delivery": "YC披露Instaplay产品，合作方公开条款另点名数据商业化安排；本轮未体验或核合同账单。",
+      "notes": "个人产品与数据合作为不同业务边界，收入均未知。合作方披露分成不是GCL完整合同，示例付款和用户/月活不当实际收入。",
       "cohort": "2026年成立",
       "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明",
-      "price": "本轮未逐一核验",
-      "stage": "目录公开，商业成熟度待核验",
-      "sourceType": "YC官方页面中的公司自述",
+      "price": "本轮未取得Instaplay统一价格；伙伴分成条款不是产品订阅价",
+      "stage": "产品及数据合作条款公开；实际付费结构、交付和财务待核",
+      "sourceType": "YC原始目录及公司/交易参与方公开原始资料补核",
       "evidenceIds": [
         "YC-E-32190",
-        "MODEL-CAT-YC32190"
+        "MODEL-CAT-YC32190",
+        "GCL-PARTNER",
+        "GCL-YC-BIZ"
       ],
       "revenueStatus": "unknown",
-      "profileOnly": true,
+      "profileOnly": false,
       "classificationBasis": "2026-10-30人工复核YC官方业务介绍：按当前已描述的首个社交游戏产品归C09；公司数据业务另留缺，不因面向前沿模型而当模型研发。 分类为研究者判断，不代表独立验证技术或业绩。",
       "directoryTags": [
         "Gaming",
         "AI"
-      ]
+      ],
+      "directoryOrigin": "yc-2025-2026",
+      "businessModel": "Instaplay个人游戏/应用平台及数据产品合作；数据业务涉及处理成本、伙伴分成和结算，具体收费与收入拆分待核",
+      "entityBasis": "YC关联General Context Labs与Instaplay；Selltraces条款点名同品牌合作方，但未取得签署合同或完整法律实体链，不能据名称自动合并账目。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读YC应用生成与数据产品自述；未独立体验、读取训练数据或验证用户规模，合同条款不是技术测试。",
+        "evidenceIds": [
+          "GCL-YC-BIZ"
+        ]
+      }
     },
     {
       "id": "YC32191",
@@ -32147,6 +32193,22 @@
       "reason": "原文100+作为人数下界；不同时间和来源的团队数字不相加或平均",
       "bound": "≥",
       "comparisonGroup": null
+    },
+    {
+      "id": "AQ-O-RUNRATE",
+      "company": "YC30303",
+      "name": "AfterQuery",
+      "kind": "公司自述收入运行率，非已核经常性ARR",
+      "value": 100000000,
+      "unit": "原文$，币种待核",
+      "timing": "页面标2026-04-09；指标具体截至日未注明，当前正文于2026-10-30读取",
+      "evidence": "AQ-RUNRATE",
+      "scope": "公司整体",
+      "selection": "historical",
+      "reason": "收入运行率未展开经常性、年化与总额/净额定义；无明确当前截至日和币种，不进ARR或MRR比较组",
+      "bound": ">",
+      "comparisonGroup": null,
+      "metric": "annualized-revenue"
     }
   ],
   "evidence": [
@@ -47142,6 +47204,127 @@
       "kind": "创始人官方履历PDF",
       "summary": "此前读取失败的履历现可读，第1页Appointments列Pulkit Agrawal于2024年5月联合创办Eka Robotics。",
       "limitation": "仅用第1页文本中的任职/创办记录作为早期业务证据，不声称视觉核对或读完13页，也不当精确公司注册日。创始人其他公司、论文及奖项不转为Eka收入或性能。"
+    },
+    {
+      "id": "AQ-RUNRATE",
+      "companyId": "YC30303",
+      "title": "AfterQuery：收入与合同口径核查",
+      "url": "https://www.afterquery.com/blog/human-expertise-reimagined",
+      "publishedAt": "2026-04-09",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方收入声明",
+      "summary": "官网当前正文自述revenue run rate超过$100m，文章标2026-04-09。",
+      "limitation": "未写明确经常性ARR，未说明币种、指标具体截至日、年化方法、总额/净额及成本。页面可能后续更新；发表日不当指标截至日，非审计或当前十月收入。"
+    },
+    {
+      "id": "AQ-SOLUTIONS",
+      "companyId": "YC30303",
+      "title": "AfterQuery：收入与合同口径核查",
+      "url": "https://www.afterquery.com/solutions",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方交付与业务资料",
+      "summary": "官网提供评估集、定制数据、后训练及驻场部署等服务。",
+      "limitation": "不同交付可能有不同项目周期与毛利，未取得合同、履约、客户集中度或经常性比例，厂商效果不当独立评测。"
+    },
+    {
+      "id": "AQ-TERMS",
+      "companyId": "YC30303",
+      "title": "AfterQuery：收入与合同口径核查",
+      "url": "https://www.afterquery.com/terms",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方收费条款",
+      "summary": "官网条款称收费由单独协议或订单规定。",
+      "limitation": "未取得价格表或客户合同；Delaware适用法不等主体注册证明，未核精确法律实体、付款与收入确认。"
+    },
+    {
+      "id": "AQ-DATA",
+      "companyId": "YC30303",
+      "title": "AfterQuery：收入与合同口径核查",
+      "url": "https://www.afterquery.com/data-partnerships",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方采购与授权资料",
+      "summary": "数据伙伴页说明按范围协商授权和付款，并列样本、去标识与持续合作流程。",
+      "limitation": "向数据提供方付款属于采购/分成线索，不是AfterQuery收入；介绍奖励、数据许可与销售总额均不能代净收入或利润。"
+    },
+    {
+      "id": "AQ-CAREERS",
+      "companyId": "YC30303",
+      "title": "AfterQuery：收入与合同口径核查",
+      "url": "https://www.afterquery.com/careers",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方规模线索核查",
+      "summary": "招聘页显示40个职位，Revenue为其中一个招聘部门。",
+      "limitation": "职位数不等员工数；Revenue部门的岗位计数不是收入金额。原YC Team Size保留为来源快照，不按岗位数更新。"
+    },
+    {
+      "id": "CACTUS-TERMS",
+      "companyId": "YC30510",
+      "title": "Cactus Compute：收入与合同口径核查",
+      "url": "https://www.cactuscompute.com/terms",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方收费与运营主体条款",
+      "summary": "条款列Cactus Compute, Inc.及Needle微调平台；计划按月预付，包含训练、生成与存储额度，自动续订。",
+      "limitation": "无实际订阅数或收入；Stripe只是收款安排不等平台已连接核验，条款日期不等成立日，UK同名主体与美国公司关系未核。页面数据许可影响企业采购，实际执行未测试。"
+    },
+    {
+      "id": "CACTUS-HOME",
+      "companyId": "YC30510",
+      "title": "Cactus Compute：收入与合同口径核查",
+      "url": "https://www.cactuscompute.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方模型与产品资料",
+      "summary": "官网列小型设备模型、微调入口及推理/设备应用介绍。",
+      "limitation": "下载、星数、合作Logo和厂商性能不作收入或独立能力测试；本轮未安装运行或取得统一公开价格。"
+    },
+    {
+      "id": "GCL-PARTNER",
+      "companyId": "YC32190",
+      "title": "General Context Labs：收入与合同口径核查",
+      "url": "https://app.rebates.ai/legal/sell-traces",
+      "publishedAt": "2026-10-22",
+      "accessedAt": "2026-10-30",
+      "kind": "合作方原始商业条款",
+      "summary": "Selltraces条款点名General Context Labs，披露处理成本扣除后的50/50伙伴分成及季度结算安排。",
+      "limitation": "仅证明合作方公开声明，未取得GCL签署合同或账单；总付款、扣成本后分成、平台实收与贡献者所得不同。条款示例金额不是实际交易，分成比例不是毛利率或ARR。"
+    },
+    {
+      "id": "GCL-YC-BIZ",
+      "companyId": "YC32190",
+      "title": "General Context Labs：收入与合同口径核查",
+      "url": "https://www.ycombinator.com/companies/general-context-labs",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "YC官方产品与业务自述",
+      "summary": "YC介绍同时提产品和数据集，首个公开产品Instaplay用于社交游戏/应用生成。",
+      "limitation": "用户、创作者、月活和参考同业估值不是收入；Instaplay业务与数据合作须分别核客户、成本及收入，不把合作方条款代公司完整法律沿革。"
+    },
+    {
+      "id": "ALLUS-ARR-LEAD",
+      "companyId": "YC30895",
+      "title": "Allus AI：收入与合同口径核查",
+      "url": "https://www.angelsround.com/p/allus",
+      "publishedAt": "2026-03-25",
+      "accessedAt": "2026-10-30",
+      "kind": "第三方融资宣传线索",
+      "summary": "第三方2026-03-25介绍使用low six figure ARR及每工厂月费的宣传表述。",
+      "limitation": "未取得该数字原始披露、精确金额、币种、日历截至日或合同；不将模糊六位数补为100000，也不按费率反推客户数/ARR，保持无可用收入数字。"
+    },
+    {
+      "id": "ALLUS-TERMS",
+      "companyId": "YC30895",
+      "title": "Allus AI：收入与合同口径核查",
+      "url": "https://www.allus.ai/terms",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方条款局部读取",
+      "summary": "直达页面可读部分列Allus AI Inc.、Atlanta及评估/试用范围。",
+      "limitation": "直达部分正文呈模板占位，完整条款仅有检索返回，未标全文已核。不能据此确认第三方月费、实际付费试点或收入；责任上限不是营业收入。"
     }
   ],
   "reviews": [
@@ -48745,6 +48928,69 @@
         "EKA-MIT-CV-READ"
       ],
       "handling": "不新增2025—2026公司，不把官方履历任职月份当工商注册日；融资、估值和演示不作收入或独立能力。"
+    },
+    {
+      "id": "AQ-R-FINANCE",
+      "type": "收入定义与商业合同边界复核",
+      "company": "AfterQuery",
+      "scope": "companies",
+      "companyIds": [
+        "YC30303"
+      ],
+      "summary": "专家数据/评估与训练环境、后训练及部署服务；按单独协议或订单收费，经常性、总额/净额和劳务成本待核",
+      "evidenceIds": [
+        "AQ-RUNRATE",
+        "AQ-SOLUTIONS",
+        "AQ-TERMS",
+        "AQ-DATA",
+        "AQ-CAREERS"
+      ],
+      "handling": "历史收入运行率不等经常性ARR；专家采购、项目交付与数据许可可能影响总额/净额、毛利及客户集中度，需合同和账单验证。 该核查不单独证明财务造假，也不是投资或审计结论。"
+    },
+    {
+      "id": "CACTUS-R-FINANCE",
+      "type": "收入定义与商业合同边界复核",
+      "company": "Cactus Compute",
+      "scope": "companies",
+      "companyIds": [
+        "YC30510"
+      ],
+      "summary": "小型模型/端侧工具加按月预付的微调平台；额度、模型导出与企业合同经济性待核",
+      "evidenceIds": [
+        "CACTUS-TERMS",
+        "CACTUS-HOME"
+      ],
+      "handling": "按月合同提供经常性模式线索，但训练任务、GPU容量与数据许可会影响成本和企业采购；未核实际收入，不由定价、下载或月度条款推ARR。 该核查不单独证明财务造假，也不是投资或审计结论。"
+    },
+    {
+      "id": "GCL-R-FINANCE",
+      "type": "收入定义与商业合同边界复核",
+      "company": "General Context Labs",
+      "scope": "companies",
+      "companyIds": [
+        "YC32190"
+      ],
+      "summary": "Instaplay个人游戏/应用平台及数据产品合作；数据业务涉及处理成本、伙伴分成和结算，具体收费与收入拆分待核",
+      "evidenceIds": [
+        "GCL-PARTNER",
+        "GCL-YC-BIZ"
+      ],
+      "handling": "区分产品用户平台与数据合作；按公开伙伴条款检查客户总付款、成本扣除、分成和到账时间，不能把示例当交易或把分成当毛利。 该核查不单独证明财务造假，也不是投资或审计结论。"
+    },
+    {
+      "id": "ALLUS-R-FINANCE",
+      "type": "收入定义与商业合同边界复核",
+      "company": "Allus AI",
+      "scope": "companies",
+      "companyIds": [
+        "YC30895"
+      ],
+      "summary": "官方/第三方资料的收入口径尚未补齐",
+      "evidenceIds": [
+        "ALLUS-ARR-LEAD",
+        "ALLUS-TERMS"
+      ],
+      "handling": "仅有第三方模糊宣传和局部官方条款；不补数值，不用工厂月费反推客户，保持收入未知。 该核查不单独证明财务造假，也不是投资或审计结论。"
     }
   ],
   "coverage": {

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-25",
+  "version": "2026-10-30-26",
   "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。",
@@ -15,7 +15,7 @@
       ],
       "initialAccess": "官网目录可访问",
       "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。",
-      "nextCheck": "目录基础项累计179条主营分类人工复核；本轮补核C01中余下15条规则初分，8条按实际业务移类。继续核其他规则初分、具体产品与财务缺项，不把领域分类当独立能力或收入验证。",
+      "nextCheck": "本轮3条原目录记录深化为商业/收入个案并保留原来源；当前目录基础项176条主营分类人工复核。继续核其余规则初分及财务缺项，不把分类、收入运行率或月度合同直接当可比ARR。",
       "limitation": "批次不等于成立年；不代表全部公司"
     },
     {

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-model-taxonomy-1",
+  "sourceVersion": "2026-10-30-income-boundaries-1",
   "asOf": "2026-10-30",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",