Reconcile remaining SR007 profiles and separate contracts from revenue
This commit is contained in:
@@ -182,10 +182,10 @@ 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, 1243);
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assert.equal(research.companies.length, 1253);
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assert.equal(research.categories.length, 11);
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assert.equal(research.evidence.length, 4838);
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assert.equal(research.observations.length, 481);
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assert.equal(research.evidence.length, 4866);
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assert.equal(research.observations.length, 491);
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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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@@ -123,9 +123,9 @@ 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, 1243);
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assert.equal(initial.evidence.length, 4838);
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assert.equal(initial.observations.length, 481);
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assert.equal(initial.companies.length, 1253);
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assert.equal(initial.evidence.length, 4866);
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assert.equal(initial.observations.length, 491);
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const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
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assert.equal(businessReviews.length, 6);
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assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
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@@ -169,8 +169,8 @@ 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, 240);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 244);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 146);
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assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54);
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const review = snapshot.reviews.find((r) => r.id === "R4")!;
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assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
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@@ -190,11 +190,11 @@ 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), 1243);
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assert.equal(summary.reduce((n, c) => n + c.self, 0), 62);
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assert.equal(summary.reduce((n, c) => n + c.count, 0), 1253);
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assert.equal(summary.reduce((n, c) => n + c.self, 0), 63);
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assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
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assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
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assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1160);
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assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1169);
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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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@@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
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test("technical reviews keep accessible materials separate from tested capabilities", () => {
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const snapshot = structuredClone(seed) as ResearchSnapshot;
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assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 228);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 238);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28);
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assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
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assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
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@@ -586,6 +586,28 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
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}
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assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")),
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"previous-company ARR and financial amounts in document demonstrations are not current revenue");
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assert.equal(batch.records.filter((row) => row.status === "linked").length, 71);
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assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 17,
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"reused roster matches are not newly reread independent profiles");
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assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 62);
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const ninthFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F9-"));
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assert.equal(ninthFollowup.length, 10);
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assert.equal(ninthFollowup.filter((item) => item.selection === "excluded").length, 6);
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assert.equal(ninthFollowup.filter((item) => item.selection === "adoption").length, 3);
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const industrialRunRate = ninthFollowup.find((item) => item.id === "SR007F9-O-VALENT-ANNUALIZED")!;
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assert.equal(industrialRunRate.metric, "annualized-revenue");
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assert.equal(industrialRunRate.selection, "historical");
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assert.ok(ninthFollowup.every((item) => !item.observedAt),
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"access dates and weeks since launch cannot supply precise financial dates");
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assert.ok(ninthFollowup.filter((item) => item !== industrialRunRate).every((item) => !item.metric));
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assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F9-")),
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"annual contracts without fulfillment evidence, funding, annualized revenue and pipeline remain outside live ARR");
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for (const id of ["AI152", "AI158"]) {
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assert.equal(snapshot.companies.find((item) => item.id === id)!.revenueStatus, "unknown",
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"contracted labels alone cannot establish realized revenue");
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}
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assert.equal(snapshot.companies.find((item) => item.id === "AI161")!.cat, "C02",
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"enterprise workload model specialization is classified by delivery rather than frontier-model slogans");
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});
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test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
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@@ -615,7 +637,7 @@ test("unreconciled directory financials remain source reviews instead of income
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assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
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assert.equal(reviewCompanyIds(snapshot, review).length, 0);
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assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
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assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 141);
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assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 131);
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});
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test("product pivots and founder histories do not become new company years or current revenue", () => {
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File diff suppressed because it is too large
Load Diff
@@ -1,5 +1,5 @@
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{
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"version": "2026-11-01-sr007-followup-8",
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"version": "2026-11-01-sr007-followup-9",
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"scopeConfirmedAt": "2026-10-30",
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"acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
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"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。",
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@@ -3040,8 +3040,8 @@
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"speedrun.a16z.com"
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],
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"initialAccess": "见具体证据访问记录",
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"boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记61关联（17复用、44本系列新增）、11成立/主体待核（10未读、Alven1已读冲突）、6AI主营待核、1超年（scaledrive2024）。本系列补读52个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。 Othello live/cARR/管线、Parca服务年化、Phyvant客户财务及Orbits当前免费与旧雇主业绩分别保留；Oruk外部英语初步榜单不能外推整体效果。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。 scaledrive明确2024排除；SenseLab/Sonder/Sotant/Space/Spun关联，旧ARR/客户回款/文件财务示例不当本公司收入，源码反链未对齐不升级技术验证。",
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"nextCheck": "先补SR007剩余10条未读独立档案，并继续核Alven主体/品牌及Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。 Oruk精确模型/方法与语音用量成本，Othello主体/品牌起点及live合同净额，Parca专业审核净费/资质，Orbits免费承诺/未来定价及Phyvant实施/异常人工与合同继续缺。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/主体继续核。 SenseLab正确源码/营销规模和私有训练授权、Sonder产品正文/模型、Sotant净费与人工、Space旧Eden及SDK源码/存储成本、Spun实际发行/手续费合同与资金风险继续缺。",
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"boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007载荷79条唯一ID/slug、75普通UUID链接，count79且next/previous空。当前71关联（17复用、54本系列新增）、Alven1年份/主体冲突、6AI主营待核、scaledrive2024超年1；本系列补读62独立档案，17复用位置本系列只目录、既有核查链接公司证据，不声称79均重读。未执行站点脚本/私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明。签约/cARR/管线/融资、客户资产/回款、旧事业业绩和界面财务不当已实现收入；live ARR、年度合同标签、年化服务和累计收入分别保留，财务日期/币种/净费不补造。软件订阅、额度充值、模型定制/运行、专业/人工托管、云存储、评测、硬件、金融手续费及旅行采购按交付拆开。所有公司交付/技术/收费缺项见关联证据和核查记录；公开说明、未发布功能、公开制品与独立测试分级。Sterling条款法人占位及Zoah的OPACITY残留只作补证，不能据此推造假。",
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"nextCheck": "先对17个复用位置的既有档案证据逐项核对，不能只据目录称79档案全部审阅；继续核Alven2024主体/2025品牌沿革及6项AI主营。再建立其他批次可验证公开边界，不按请求参数认成功。公司层面补独立登记、真实合同/履约/取消、币种与财务日、经常性净费、模型/人工/资料授权/存储和渠道成本；重点包括Sterling年合同净费与法人、Vene个人/机构实付、Valent年化业务组成、Truli单次/订阅、Zoah训练退出/席位额度/运营者、Foundry公告/制品及Vound具体产品。其余公司核查缺项继续保留，不以本批可读证明全部真实。",
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"limitation": "来源可读不等于声明已独立验证。",
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"rosterAudit": {
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"url": "https://speedrun.a16z.com/companies",
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@@ -3083,8 +3083,8 @@
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"benchmarks.speko.ai"
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],
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"initialAccess": "见具体证据访问记录",
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"boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。 定向读取Speko英语情绪初步榜单，仅核Oruk公开结果，方法/独立性/版本待核，非扩展整个候选池。",
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"nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。 Maestro投资方ARR与累计收入、净会员费/旅行总额及顾问成本需对齐；不请求介绍。",
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"boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。 定向读取Speko英语情绪初步榜单，仅核Oruk公开结果，方法/独立性/版本待核，非扩展整个候选池。 定向读取Afore公开Showcase中Vene同三名创始人的家庭采用、contracted ARR与管线；独立公司页超时未读，不当新增全池或已实现ARR。",
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"nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。 Maestro投资方ARR与累计收入、净会员费/旅行总额及顾问成本需对齐；不请求介绍。 Vene合同履约、个人/赞助付费与家庭分母需补，禁止以家庭×价格估计已实现ARR。",
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"limitation": "来源可读不等于声明已独立验证。"
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}
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]
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@@ -1,5 +1,5 @@
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{
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"sourceVersion": "2026-11-01-sr007-followup-8",
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"sourceVersion": "2026-11-01-sr007-followup-9",
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"asOf": "2026-11-01",
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"metric": "platform-mrr-usd",
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"sampleUnit": "product-or-business",
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