From cd3e0c695caa629a5249371278b8d81a11a00e13 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:36:14 +0800 Subject: [PATCH] Reconcile remaining SR007 profiles and separate contracts from revenue --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 42 +- content/research/ai-companies.seed.json | 1076 +++++++++++++++++++- content/research/ai-companies.sources.json | 10 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1074 insertions(+), 62 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 6501ba2..fc83517 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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, 1243); + assert.equal(research.companies.length, 1253); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4838); - assert.equal(research.observations.length, 481); + assert.equal(research.evidence.length, 4866); + assert.equal(research.observations.length, 491); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 060d4be..b4117cc 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,9 +123,9 @@ 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, 1243); - assert.equal(initial.evidence.length, 4838); - assert.equal(initial.observations.length, 481); + assert.equal(initial.companies.length, 1253); + assert.equal(initial.evidence.length, 4866); + assert.equal(initial.observations.length, 491); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 6); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) @@ -169,8 +169,8 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 240); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 244); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 146); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -190,11 +190,11 @@ test("reviews link explicit companies without turning global or excluded cases i test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => { const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); - assert.equal(summary.reduce((n, c) => n + c.count, 0), 1243); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 62); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1253); + 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), 1160); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1169); assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown"); assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown"); assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体")); @@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 228); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 238); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -586,6 +586,28 @@ test("the public SR007 roster preserves unique entries and Alven's older operato } assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")), "previous-company ARR and financial amounts in document demonstrations are not current revenue"); + assert.equal(batch.records.filter((row) => row.status === "linked").length, 71); + assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 17, + "reused roster matches are not newly reread independent profiles"); + assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 62); + const ninthFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F9-")); + assert.equal(ninthFollowup.length, 10); + assert.equal(ninthFollowup.filter((item) => item.selection === "excluded").length, 6); + assert.equal(ninthFollowup.filter((item) => item.selection === "adoption").length, 3); + const industrialRunRate = ninthFollowup.find((item) => item.id === "SR007F9-O-VALENT-ANNUALIZED")!; + assert.equal(industrialRunRate.metric, "annualized-revenue"); + assert.equal(industrialRunRate.selection, "historical"); + assert.ok(ninthFollowup.every((item) => !item.observedAt), + "access dates and weeks since launch cannot supply precise financial dates"); + assert.ok(ninthFollowup.filter((item) => item !== industrialRunRate).every((item) => !item.metric)); + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F9-")), + "annual contracts without fulfillment evidence, funding, annualized revenue and pipeline remain outside live ARR"); + for (const id of ["AI152", "AI158"]) { + assert.equal(snapshot.companies.find((item) => item.id === id)!.revenueStatus, "unknown", + "contracted labels alone cannot establish realized revenue"); + } + assert.equal(snapshot.companies.find((item) => item.id === "AI161")!.cat, "C02", + "enterprise workload model specialization is classified by delivery rather than frontier-model slogans"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -615,7 +637,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 141); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 131); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 796b6d1..1e90f49 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-8", + "version": "2026-11-01-sr007-followup-9", "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": [ @@ -39378,6 +39378,374 @@ "SR007F8-SPUN-HOME" ] } + }, + { + "id": "AI152", + "name": "Sterling", + "url": "https://www.runsterling.com/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "以企业数据本体、记忆、评估和权限构建跨周/月经营任务Agent。", + "buyer": "企业收入、增长及产品团队", + "delivery": "官网销售联系及投资方4部署自述，真实履约/实付待核", + "price": "无公开价表，产品须单独书面协议", + "stage": "官网销售联系及投资方4部署自述，真实履约/实付待核", + "businessModel": "企业Agent运行交付；续约/广告与客户交易金额非厂商净费，订阅、实施与按结果收费未核", + "entityBasis": "网站条款法人/地址/司法辖区仍为占位文字，精确主体及独立登记缺项", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "已转合同与未来转化分开；未取得履约/开始计费、经常性净费、币种及财务截至日，保留合同标签不纳已实现ARR。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-STERLING-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME" + ] + } + }, + { + "id": "AI153", + "name": "Superintelligence Foundry", + "url": "https://superfoundry.dev/", + "channel": "S14", + "cat": "C01", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "研发通过交互实验更新的世界模型及自主科学发明系统。", + "buyer": "科学研发及自主发明商业化组织，实际客户待核", + "delivery": "研发说明及维护页公开文字，未取得可运行模型、产品合同或独立效果", + "price": "未读到报价或商业合同", + "stage": "研发说明及维护页公开文字，未取得可运行模型、产品合同或独立效果", + "businessModel": "自述将资本转为发明、发现和自主公司；知识产权许可、服务、股权收益及实际收入模式待核", + "entityBasis": "创始人与投资方对应，精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "AGI、内在对齐、自改进为研发主张，不是能力已证或经常性收入；不能凭融资/未来企业价值推ARR。", + "evidenceIds": [ + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "SR007F9-SUPER-ALIGN" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME" + ] + } + }, + { + "id": "AI154", + "name": "Switchfrog", + "url": "https://switchfrog.com/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "识别用户账户内的人/Agent接管、会话行为，并向网站提供计费/准入信号。", + "buyer": "提供登录后Web产品的企业", + "delivery": "early access与SDK示例，官网称与beta客户探索Agent席位计费；未安装或独立测", + "price": "无公开定价金额，beta定价协商中", + "stage": "early access与SDK示例，官网称与beta客户探索Agent席位计费；未安装或独立测", + "businessModel": "Agent检测与用量信号服务；客户额外席位收费不是自身收入，误判/事件处理和集成成本待核", + "entityBasis": "精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "37倍请求增长、15T/3–5T市场预测及前雇主品牌不是当前公司收入或采用规模。", + "evidenceIds": [ + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-HOME" + ] + } + }, + { + "id": "AI155", + "name": "Truli", + "url": "https://trytruli.com/", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "AI辅助消费品标签、营销主张审查及法规变化监测。", + "buyer": "食品饮料、补充剂等消费品牌", + "delivery": "可读产品与登录/演示入口，重要合规结论需专业人工复核；实际付款未核", + "price": "按订单的订阅/年产品额度，也有单次扫描或pay-until-compliant；公开价表未读", + "stage": "可读产品与登录/演示入口，重要合规结论需专业人工复核；实际付款未核", + "businessModel": "订阅覆盖产品及扫描额度＋一次性交付；产品数/扫描数、专家复核、法规更新与支持成本分开", + "entityBasis": "条款仅称Truli，精确法人及独立登记未核", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "市场万亿与召回损失不是本公司收入，创始人既往药物研究不证明当前合规系统有效。", + "evidenceIds": [ + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME", + "SR007F9-TRULI-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME" + ] + } + }, + { + "id": "AI156", + "name": "Valent", + "url": "https://www.valentprocure.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 2, + "location": "美国纽约（投资方资料）", + "business": "面向制造商的AI供应链来源、证据追溯、合同要求及生产协同平台。", + "buyer": "制造企业供应链、合规与运营团队", + "delivery": "销售联系、匿名制造商案例及投资方收入自述，平台交付须另签书面协议", + "price": "无公开产品价表；实际平台/服务书面协议未读", + "stage": "销售联系、匿名制造商案例及投资方收入自述，平台交付须另签书面协议", + "businessModel": "工业证据/供应链平台与可能实施服务，年化收入不自动等订阅ARR，采购总额/客户收益须剔除", + "entityBasis": "官网称Valent，精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "年化原标签保留，未证明经常性；新聘一人不擅自将目录2人改3人，前Bridgewater20BAUM/旧公司40M融资不是本公司收入。", + "evidenceIds": [ + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME", + "SR007F9-VALENT-TERMS" + ], + "revenueStatus": "self", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME" + ] + } + }, + { + "id": "AI157", + "name": "Vela Energy", + "url": "https://www.velaenergy.ai/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 6, + "location": "美国旧金山（投资方资料）", + "business": "以AI关联电力工程资料、设备、采购及并网/进度变化。", + "buyer": "电力项目业主、开发商及EPC团队", + "delivery": "产品工作流示例、权限和逐项动作审批，非自主电网控制或工程批准", + "price": "未读到公开价表，企业书面合同优先", + "stage": "产品工作流示例、权限和逐项动作审批，非自主电网控制或工程批准", + "businessModel": "工程项目工作流软件，实施/连接器/资料质量/专家复核与模型成本需核", + "entityBasis": "Vela Energy, Inc.条款自述，独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "融资不是营业收入，顾问旧投资规模非本公司；工程输出仅辅助专业审核，不作为已独立验证工程能力。", + "evidenceIds": [ + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME", + "SR007F9-VELA-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME" + ] + } + }, + { + "id": "AI158", + "name": "Vene Health", + "url": "https://www.venehealth.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "以短信、电话和浏览器Agent协助家庭/机构进行就医行政协调。", + "buyer": "患者家庭及赞助医疗/雇主机构", + "delivery": "消费者免费/Pro与组织赞助入口，需患者同意和限定行动范围，非诊断或急救服务", + "price": "Pro七日试用需支付方式、自动转付费；月/年具体金额须询价，赞助按组织协议", + "stage": "消费者免费/Pro与组织赞助入口，需患者同意和限定行动范围，非诊断或急救服务", + "businessModel": "个人订阅与B2B赞助分列，拨号/转录/模型/人工升级及医疗数据治理成本需核", + "entityBasis": "Vene Health, Inc.条款自述，独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "前平台供应金额不归Vene；医疗协调、合规自述与临床疗效/监管批准分开。", + "evidenceIds": [ + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME", + "SR007F9-VENE-TERMS", + "SR007F9-VENE-AFORE" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME" + ] + } + }, + { + "id": "AI159", + "name": "Vound", + "url": "https://vound.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 10, + "location": "美国帕洛阿尔托（投资方资料）", + "business": "面向Physical AI的数据与部署基础设施。", + "buyer": "具身智能研发及部署团队，具体客户未披露", + "delivery": "投资方仅简述业务，官网无可读正文，具体交付/制品待核", + "price": "无可读价表或合同", + "stage": "投资方仅简述业务，官网无可读正文，具体交付/制品待核", + "businessModel": "Physical AI数据/部署服务，数据许可/采集、云推理与可能设备服务分账待核", + "entityBasis": "三名创始人与投资方对应，精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "资料稀疏不假定机器人本体已量产、收入为零或产品不存在；暂按基础设施分类，具体产品待补。", + "evidenceIds": [ + "SR007F9-VOUND-SR", + "SR007F9-VOUND-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VOUND-SR", + "SR007F9-VOUND-HOME" + ] + } + }, + { + "id": "AI160", + "name": "Zoah", + "url": "https://zoah.com/", + "channel": "S14", + "cat": "C04", + "year": 2025, + "team": 7, + "location": "美国加州卡尔斯巴德（投资方资料）", + "business": "可视化设计/代码画布与AI Agent协作构建、审查和部署软件。", + "buyer": "软件创业团队、设计师及工程师", + "delivery": "官网early access及CLI/MCP说明；持续Operators标coming soon，未安装或跑产品", + "price": "USD月/年订阅、协作者/只读席位、每协作者AI成本额度及预付充值；实际价表未读", + "stage": "官网early access及CLI/MCP说明；持续Operators标coming soon，未安装或跑产品", + "businessModel": "席位/平台订阅＋AI成本额度＋可能市场佣金；云部署和模型成本及商家GMV分开", + "entityBasis": "Zoah Inc.条款自述，但部分条文仍写OPACITY，主体/合同需对齐，独立登记未核", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "创始人旧YC经历不代表Zoah是YC新公司；早期申请的名企标志非企业付款合同。", + "evidenceIds": [ + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME", + "SR007F9-ZOAH-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME" + ] + } + }, + { + "id": "AI161", + "name": "Zorbe", + "url": "https://www.zorbe.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 4, + "location": "美国旧金山（投资方资料）", + "business": "将企业重复生产任务通过蒸馏、微调和RL转为专有模型并持续运营。", + "buyer": "有生产数据/工作负载的企业", + "delivery": "官网简短销售入口，投资方描述定制与运营；模型/源码、基准和付费交付未核", + "price": "无公开价表或合同", + "stage": "官网简短销售入口，投资方描述定制与运营；模型/源码、基准和付费交付未核", + "businessModel": "专有模型定制/训练与运行设施；项目训练、持续维护、推理和数据授权的净费/算力成本待核", + "entityBasis": "创始人与投资方对应，精确法人及模型权属合同未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "beat frontier为营销主张，未读到独立测或公开权重；按模型定制/运营设施分类，不凭名称当通用基础模型已验证。", + "evidenceIds": [ + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-HOME" + ] + } } ], "observations": [ @@ -46919,6 +47287,157 @@ "reason": "用户不等付费，官网多套团队/评级分母未明不拼接，旧退出和官网模板化规模不作财务证据", "bound": "≥", "comparisonGroup": null + }, + { + "id": "SR007F9-O-STERLING-CONTRACT", + "company": "AI152", + "name": "Sterling", + "kind": "年合同ARR原标签", + "value": 234000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-STERLING-SR", + "scope": "已转年合同，是否已履约计费未知", + "selection": "excluded", + "reason": "保留原文converted to ARR in annual contracts；缺计费开始/履约/取消/经常性净费证据，不能机械作已实现ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-STERLING-FUTURE", + "company": "AI152", + "name": "Sterling", + "kind": "预计转化ARR", + "value": 300000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-STERLING-SR", + "scope": "两周后预计转化的追加部署", + "selection": "excluded", + "reason": "未来转化，不与234K相加成已实现534K ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-STERLING-DEPLOY", + "company": 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+ "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VELA-FUNDING", + "company": "AI157", + "name": "Vela Energy", + "kind": "融资金额", + "value": 1300000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VELAENERGY-SR", + "scope": "股权/融资，非营业收入", + "selection": "excluded", + "reason": "raised不是ARR；不据此估计收入或利润", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VENE-CONTRACT", + "company": "AI158", + "name": "Vene Health", + "kind": "签约ARR", + "value": 1500000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VENE-AFORE", + "scope": "上线三周签约标签，非已实现", + "selection": "excluded", + "reason": "contracted ARR缺履约/起算和实收；不纳已实现ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VENE-PIPELINE", + "company": "AI158", + "name": "Vene Health", + "kind": "销售管线", + "value": 8000000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VENE-AFORE", + "scope": "未来客户业务", + "selection": "excluded", + "reason": "8M管线不能与合同标签相加成已实现收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VENE-FAMILIES", + "company": "AI158", + "name": "Vene Health", + "kind": "家庭采用自述", + "value": 3000, + "unit": "家庭", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VENE-AFORE", + "scope": "上线三周使用家庭，非付款家庭", + "selection": "adoption", + "reason": "免费/Pro和机构赞助混合，不能乘价格推ARR", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-TRULI-BRANDS", + "company": "AI155", + "name": "Truli", + "kind": "品牌采用自述", + "value": 79, + "unit": "品牌", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-TRULI-HOME", + "scope": "官网品牌分母，非已核付费客户", + "selection": "adoption", + "reason": "品牌不等付费；每产品节省12K非自身收入", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -100139,6 +100658,314 @@ "kind": "投资方及官网/服务边界与主体复核", "summary": "普通HTTP200可读Raymond财务AI、创作者卡候补，称不取IP/用户费用，由消费商家支付，协助预测/提前使用收入。", "limitation": "未取得卡发行方/费用合同与坏账/资金/奖励成本，商家手续费净分成与用户本金需拆；不提供税务/投资建议或申请金融服务。" + }, + { + "id": "SR007F9-STERLING-SR", + "companyId": "AI152", + "title": "Sterling成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/sterling", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、3人、旧金山，4企业部署；前三项转成原$234K ARR年合同，另300K两周后预计转化。", + "limitation": "已转合同与未来转化分开；未取得履约/开始计费、经常性净费、币种及财务截至日，保留合同标签不纳已实现ARR。" + }, + { + "id": "SR007F9-STERLING-HOME", + "companyId": "AI152", + "title": "官网长周期经营Agent与界面金额", + "url": "https://www.runsterling.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "续约/扩张/广告/产品队列示例，企业本体、记忆、评估和权限；客户推荐语。", + "limitation": "界面64.8K续约、广告预算、队列ACV不是Sterling收入；推荐语非支付证明，未取得真实合同。" + }, + { + "id": "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "companyId": "AI153", + "title": "Superintelligence Foundry成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/superintelligence-foundry", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、2人、旧金山，创意AGI/自主发明，三项算法方向中两项尚待公布。", + "limitation": "AGI、内在对齐、自改进为研发主张，不是能力已证或经常性收入；不能凭融资/未来企业价值推ARR。" + }, + { + "id": "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "companyId": "AI153", + "title": "官网研发说明与维护状态", + "url": "https://superfoundry.dev/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "公开正文说明模型→实验→更新的世界模型闭环及两名创始人，页面同时标维护/密码输入。", + "limitation": "仅读取可见公开文字，未越过密码；研发方向不等可运行AGI、独立模型效果或对外销售。" + }, + { + "id": "SR007F9-SWITCHFROG-SR", + "companyId": "AI154", + "title": "Switchfrog成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/switchfrog", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、2人、旧金山，Agent识别/治理及Web工作流工具化。", + "limitation": "37倍请求增长、15T/3–5T市场预测及前雇主品牌不是当前公司收入或采用规模。" + }, + { + "id": "SR007F9-SWITCHFROG-HOME", + "companyId": "AI154", + "title": "官网Agent检测beta和示例分母", + "url": "https://switchfrog.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "early access，会话动作信号检测→API/webhook→客户决定放行/拦截/计费，与beta客户定价。", + "limitation": "18,821会话明确illustrative，置信度/名企Agent图标不是真实规模/独立准确率；不安装SDK，客户席位收费非自身收入。" + }, + { + "id": "SR007F9-TRULI-SR", + "companyId": "AI155", + "title": "Truli成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/truli", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2025、2人、旧金山，覆盖开发、包装、上市后营销的AI合规平台。", + "limitation": "市场万亿与召回损失不是本公司收入，创始人既往药物研究不证明当前合规系统有效。" + }, + { + "id": "SR007F9-TRULI-HOME", + "companyId": "AI155", + "title": "官网品牌采用与节省自述", + "url": "https://trytruli.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "AI标签/营销审查、持续监测，称79+品牌、550+错误、每产品节省12K+。", + "limitation": "品牌不等付费，节省/减少错误不归自身收入，10倍速度未独立核，不提供合规意见。" + }, + { + "id": "SR007F9-VALENT-SR", + "companyId": "AI156", + "title": "Valent成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/valent", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、2人、纽约；六周原$180K annualized revenue及5M管线。", + "limitation": "年化原标签保留，未证明经常性；新聘一人不擅自将目录2人改3人，前Bridgewater20BAUM/旧公司40M融资不是本公司收入。" + }, + { + "id": "SR007F9-VALENT-HOME", + "companyId": "AI156", + "title": "官网供应链证据平台及匿名案例", + "url": "https://www.valentprocure.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "连接供应商/产地/材料证据与合同要求，供应链/生产/市场准入平台及匿名案例。", + "limitation": "匿名客户收益/采购不是平台净费，独立交付和AI效果待核；仅商业任务分类，不涉及武器实现。" + }, + { + "id": "SR007F9-VELAENERGY-SR", + "companyId": "AI157", + "title": "Vela Energy成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/vela-energy", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、6人、旧金山；融资原$1.3M来自a16z Speedrun/Z Fellows。", + "limitation": "融资不是营业收入，顾问旧投资规模非本公司；工程输出仅辅助专业审核，不作为已独立验证工程能力。" + }, + { + "id": "SR007F9-VELAENERGY-HOME", + "companyId": "AI157", + "title": "官网工程审批与项目演示", + "url": "https://www.velaenergy.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "项目资料关联、变化风险与拟议动作；每项执行前审批，连接器有available/planned区分。", + "limitation": "界面项目200MW及未来power-on日期非真实已完成装机/厂商收入；市场2T/6.8T不归自身，不认自主工程批准。" + }, + { + "id": "SR007F9-VENEHEALTH-SR", + "companyId": "AI158", + "title": "Vene Health成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/vene-health", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、3人、旧金山，患者协调Agent；创始人旧医疗用品平台50M/年。", + "limitation": "前平台供应金额不归Vene；医疗协调、合规自述与临床疗效/监管批准分开。" + }, + { + "id": "SR007F9-VENEHEALTH-HOME", + "companyId": "AI158", + "title": "官网个人Pro与机构赞助边界", + "url": "https://www.venehealth.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "免费有限任务/消息，Pro移除月会话任务额度但单任务仍有时长/文件/安全限制；七日试用需卡自动转付费。", + "limitation": "具体月/年价未公开，不联系询价；无月固定电话/PDF数不等无限成本，家庭/医疗机构赞助和临床效果分开。" + }, + { + "id": "SR007F9-VOUND-SR", + "companyId": "AI159", + "title": "Vound成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/vound", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、10人、帕洛阿尔托，明确数据与部署基础设施。", + "limitation": "资料稀疏不假定机器人本体已量产、收入为零或产品不存在；暂按基础设施分类，具体产品待补。" + }, + { + "id": "SR007F9-VOUND-HOME", + "companyId": "AI159", + "title": "官网正文缺项", + "url": "https://vound.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "公开首页没有可读正文，未取得定价/模型/产品部署细节。", + "limitation": "读取失败不推停业或零收入，保留投资方已明确的Physical AI基础设施任务，未尝试登录。" + }, + { + "id": "SR007F9-ZOAH-SR", + "companyId": "AI160", + "title": "Zoah成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/zoah", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2025、7人、卡尔斯巴德，可视化协作软件平台。", + "limitation": "创始人旧YC经历不代表Zoah是YC新公司；早期申请的名企标志非企业付款合同。" + }, + { + "id": "SR007F9-ZOAH-HOME", + "companyId": "AI160", + "title": "官网AI画布与early access范围", + "url": "https://zoah.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "AI可生成/编辑真实组件并以分支review，early access；Operators持续运行明确coming soon。", + "limitation": "名企early access申请、示例PR/支付按钮/CLI成功输出不是实际付费或已运行；可视化框架/模型依赖与未发布Operators分开。" + }, + { + "id": "SR007F9-ZORBE-SR", + "companyId": "AI161", + "title": "Zorbe成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/zorbe", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、4人、旧金山，企业定制并拥有/持续改进模型。", + "limitation": "beat frontier为营销主张，未读到独立测或公开权重；按模型定制/运营设施分类，不凭名称当通用基础模型已验证。" + }, + { + "id": "SR007F9-ZORBE-HOME", + "companyId": "AI161", + "title": "官网企业拥有模型的主张", + "url": "https://www.zorbe.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "公开首页仅简述公司拥有AI模型、宣称胜过前沿模型与销售预约入口。", + "limitation": "未取得权重/测试集/独立基准及权属合约，不凭口号认通用模型领先或当前有收入。" + }, + { + "id": "SR007F9-STERLING-TERMS", + "companyId": "AI152", + "title": "Sterling网站条款仍有法人占位", + "url": "https://www.runsterling.com/terms", + "publishedAt": "2026-10-21", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "条款只管网站，实际产品另签；法人、地址、司法辖区为未填占位文字。", + "limitation": "不据占位文字推财务造假，也不能把网站条款当产品SLA或已核法人；需真实合同和登记。" + }, + { + "id": "SR007F9-SUPER-ALIGN", + "companyId": "AI153", + "title": "Foundry对齐说明入口读取缺项", + "url": "https://superfoundry.dev/resources/align", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方所列首项算法公告公开地址未取得可读正文。", + "limitation": "不可把未读公告、未公布两算法或旧学术经历当当前模型/独立结果。" + }, + { + "id": "SR007F9-TRULI-TERMS", + "companyId": "AI155", + "title": "Truli订阅、单次服务与专业审核", + "url": "https://app.trytruli.com/terms", + "publishedAt": "2026-09-02", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "有年产品数订阅、额度及单次扫描/达标服务；无自动超额收费，需升级/重置；声明不用客户资料训练模型，专业人工审核必要。", + "limitation": "按订单确定实价与数量；单次不自动续订，不与订阅ARR合计；不等保证监管合规，具体精确法人未给。" + }, + { + "id": "SR007F9-VALENT-TERMS", + "companyId": "AI156", + "title": "Valent网站与平台协议分开", + "url": "https://www.valentprocure.com/terms", + "publishedAt": "2026-09-24", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "网站仅介绍平台，实际平台和服务由单独书面协议约定，网站信息不构成报价/专业意见。", + "limitation": "没有读到实际平台合同/费率/SLA，不把网站责任条款视为企业合同或认定年化收入经常性。" + }, + { + "id": "SR007F9-VELA-TERMS", + "companyId": "AI157", + "title": "Vela运营者与工程责任范围", + "url": "https://www.velaenergy.ai/terms", + "publishedAt": "2026-07-05", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "Vela Energy, Inc.自述，组织另约优先；客户内容用于提供服务，计算/草稿/引用辅助合格专业人士审核。", + "limitation": "独立注册、订单费率和实际集成未核；不提供工程/法律/监管意见，不能用AI助手替代批准。" + }, + { + "id": "SR007F9-VENE-TERMS", + "companyId": "AI158", + "title": "Vene个人订阅/赞助与行动许可", + "url": "https://www.venehealth.com/terms", + "publishedAt": "2026-07-24", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "Vene Health, Inc.，个人自动续订/机构按协议付费；行动先确认范围，超范围再次询问；电话实时转录但声明不存音频，个人与机构BAA适用范围分开。", + "limitation": "具体价格/赞助净费、实际BAA和合规独立核验缺；不是医疗器械/诊断急救服务，文本和转录保留不等无健康数据存储。" + }, + { + "id": "SR007F9-VENE-AFORE", + "companyId": "AI158", + "title": "Vene合同ARR、管线与家庭采用", + "url": "https://intros.afore.vc/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "Afore公开Showcase同三名创始人列上线三周3000+家庭、原$1.5M contracted ARR及8M pipeline。", + "limitation": "只定向补充同主体，不将15家公司全单变为批准候选池；独立公司页超时未读取，合同ARR非已实现，家庭非付费，日历日/币种缺。" + }, + { + "id": "SR007F9-ZOAH-TERMS", + "companyId": "AI160", + "title": "Zoah席位、AI成本额度及条款残留主体", + "url": "https://zoah.com/terms", + "publishedAt": "2026-01-26", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "称Zoah Inc.；USD月/年预付、协作者/Viewer席位、AI成本额度及预付充值，另有市场佣金；可退出模型训练。", + "limitation": "部分免责/争议文字仍写OPACITY，须对齐实际主体/订单；退款/未用额度和第三方模型成本需核，不把市场交易总额归订阅ARR。" } ], "reviews": [ @@ -109772,6 +110599,131 @@ "SR007F8-SCALEDRIVE-HOME" ], "handling": "保留原目录和排除证据，不新建2025/2026公司；付费试点/安全宣传与学术旧工作不转成当前财务或技术审计。" + }, + { + "id": "SR007F9-R-DELIVERY", + "type": "研发、基础设施与早期行业软件分开", + "company": "Sterling、Superintelligence Foundry、Switchfrog、Truli、Valent、Vela Energy、Vene Health、Vound、Zoah、Zorbe", + "companyIds": [ + "AI152", + "AI153", + "AI154", + "AI155", + "AI156", + "AI157", + "AI158", + "AI159", + "AI160", + "AI161" + ], + "scope": "companies", + "summary": "十个成立年自报关联：世界模型研发、企业模型定制、Agent基础设施、可视化编程和制造/电力/健康/消费品软件。", + "handling": "Vound细节稀疏、Foundry维护页/公告未读、Zorbe领先口号均不升技术验证；Zoah Operators未发布，模型定制归设施不凭标签归通用模型。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-HOME", + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME", + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME", + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME", + "SR007F9-VOUND-SR", + "SR007F9-VOUND-HOME", + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME", + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-HOME" + ] + }, + { + "id": "SR007F9-R-FINANCE", + "type": "年合同、年化、管线及融资分别保留", + "company": "Sterling、Truli、Valent、Vela Energy、Vene Health", + "companyIds": [ + "AI152", + "AI155", + "AI156", + "AI157", + "AI158" + ], + "scope": "companies", + "summary": "Sterling234K年合同ARR与300K预计转化分列；Valent180K年化收入非ARR；Vene1.5M签约ARR/8M管线分列；Vela1.3M融资非营业收入。", + "handling": "本轮不新增已实现ARR或平台MRR样本，不补币种/财务日；家庭/品牌/部署只作采用，界面交易/预算、旧医疗用品平台金额及Bridgewater资产/旧融资不迁本公司。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-TRULI-HOME", + "SR007F9-VALENT-SR", + "SR007F9-VELAENERGY-SR", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENE-AFORE" + ] + }, + { + "id": "SR007F9-R-CONTRACT", + "type": "未填主体、模板残留及收费分母缺项", + "company": "Sterling、Truli、Valent、Zoah", + "companyIds": [ + "AI152", + "AI155", + "AI156", + "AI160" + ], + "scope": "companies", + "summary": "Sterling网站条款法人等未填、产品另约；Zoah称Zoah Inc.但部分写OPACITY；Valent网站条款不含平台合同。", + "handling": "以上仅补证事项，不推造假/主体不存在；Truli产品数年约/扫描单次、Zoah席位/成本额度/充值/市场佣金要拆，价表读取失败不填价格。", + "evidenceIds": [ + "SR007F9-STERLING-TERMS", + "SR007F9-TRULI-TERMS", + "SR007F9-VALENT-TERMS", + "SR007F9-ZOAH-TERMS" + ] + }, + { + "id": "SR007F9-R-REVIEW", + "type": "专业审核、数据授权及机构赞助范围", + "company": "Truli、Vela Energy、Vene Health", + "companyIds": [ + "AI155", + "AI157", + "AI158" + ], + "scope": "companies", + "summary": "Truli保留专业合规审核、Vela工程输出需专业复核、Vene限定患者许可和非临床协调；健康个人与组织赞助范围分开。", + "handling": "净费需剔除采购/保费/客户收益，比较模型、电话/转录、专家复核、连接器/实施成本；无音频存储不代表无健康文本留存，合规宣传不代独立验证。不申请产品/金融医疗服务。", + "evidenceIds": [ + "SR007F9-TRULI-TERMS", + "SR007F9-VELA-TERMS", + "SR007F9-VENE-TERMS", + "SR007F9-VENEHEALTH-HOME" + ] + }, + { + "id": "SR007F9-R-COVERAGE", + "type": "SR007有限名单分区与档案读取范围", + "company": "SR007公开名单", + "scope": "dataset", + "summary": "79个唯一位置分为71关联、Alven1年份/主体冲突、6AI主营待核及scaledrive1超年。", + "handling": "本系列已补读62独立档案，另17复用位置保留既有公司证据、尚未在本系列重读；不把源所有批次或两年全量标完成。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SWITCHFROG-SR", + "SR007F9-TRULI-SR", + "SR007F9-VALENT-SR", + "SR007F9-VELAENERGY-SR", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VOUND-SR", + "SR007F9-ZOAH-SR", + "SR007F9-ZORBE-SR" + ] } ], "coverage": { @@ -122892,7 +123844,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前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）；本系列新补读52个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前71关联（17复用、54本系列新增）、1成立/主体待核（Alven已读冲突）、6AI主营待核、1超年（scaledrive2024）。本系列累计补读62个独立档案；17个复用位置本系列仅目录，既有核查见公司证据，未宣称本系列79档案全部重读。非所有批次/两年全量。", "complete": false, "records": [ { @@ -124020,12 +124972,16 @@ "url": "https://speedrun.a16z.com/companies/sterling", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-STERLING-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；官网销售联系及投资方4部署自述，真实履约/实付待核。财务和主体缺项见关联证据。", + "companyId": "AI152" }, { "id": "SR007R-C70", @@ -124033,12 +124989,16 @@ "url": "https://speedrun.a16z.com/companies/superintelligence-foundry", "categoryId": "C01", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "SR007F9-SUPER-ALIGN" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；研发说明及维护页公开文字，未取得可运行模型、产品合同或独立效果。财务和主体缺项见关联证据。", + "companyId": "AI153" }, { "id": "SR007R-C71", @@ -124046,12 +125006,15 @@ "url": "https://speedrun.a16z.com/companies/switchfrog", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；early access与SDK示例，官网称与beta客户探索Agent席位计费；未安装或独立测。财务和主体缺项见关联证据。", + "companyId": "AI154" }, { "id": "SR007R-C72", @@ -124074,12 +125037,16 @@ "url": "https://speedrun.a16z.com/companies/truli", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME", + "SR007F9-TRULI-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2025成立；独立登记及品牌起点待核；可读产品与登录/演示入口，重要合规结论需专业人工复核；实际付款未核。财务和主体缺项见关联证据。", + "companyId": "AI155" }, { "id": "SR007R-C74", @@ -124087,12 +125054,16 @@ "url": "https://speedrun.a16z.com/companies/valent", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME", + "SR007F9-VALENT-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；销售联系、匿名制造商案例及投资方收入自述，平台交付须另签书面协议。财务和主体缺项见关联证据。", + "companyId": "AI156" }, { "id": "SR007R-C75", @@ -124100,12 +125071,16 @@ "url": "https://speedrun.a16z.com/companies/vela-energy", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME", + "SR007F9-VELA-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；产品工作流示例、权限和逐项动作审批，非自主电网控制或工程批准。财务和主体缺项见关联证据。", + "companyId": "AI157" }, { "id": "SR007R-C76", @@ -124113,12 +125088,17 @@ "url": "https://speedrun.a16z.com/companies/vene-health", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME", + "SR007F9-VENE-TERMS", + "SR007F9-VENE-AFORE" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；消费者免费/Pro与组织赞助入口，需患者同意和限定行动范围，非诊断或急救服务。财务和主体缺项见关联证据。", + "companyId": "AI158" }, { "id": "SR007R-C77", @@ -124126,12 +125106,15 @@ "url": "https://speedrun.a16z.com/companies/vound", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VOUND-SR", + "SR007F9-VOUND-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；投资方仅简述业务，官网无可读正文，具体交付/制品待核。财务和主体缺项见关联证据。", + "companyId": "AI159" }, { "id": "SR007R-C78", @@ -124139,25 +125122,32 @@ "url": "https://speedrun.a16z.com/companies/zoah", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME", + "SR007F9-ZOAH-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2025成立；独立登记及品牌起点待核；官网early access及CLI/MCP说明；持续Operators标coming soon，未安装或跑产品。财务和主体缺项见关联证据。", + "companyId": "AI160" }, { "id": "SR007R-C79", "name": "Zorbe", "url": "https://speedrun.a16z.com/companies/zorbe", - "categoryId": "C01", + "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌起点待核；官网简短销售入口，投资方描述定制与运营；模型/源码、基准和付费交付未核。财务和主体缺项见关联证据。", + "companyId": "AI161" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 480a299..f100ae7 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-8", + "version": "2026-11-01-sr007-followup-9", "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": "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。", - "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。", + "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。", + "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。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3083,8 +3083,8 @@ "benchmarks.speko.ai" ], "initialAccess": "见具体证据访问记录", - "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。", - "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。", + "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。", + "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。", "limitation": "来源可读不等于声明已独立验证。" } ] diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index bfcfaf0..3ba106e 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-8", + "sourceVersion": "2026-11-01-sr007-followup-9", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",