diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 84ad46f..7b967f4 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1051); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 2021); - assert.equal(research.observations.length, 252); + assert.equal(research.evidence.length, 2080); + assert.equal(research.observations.length, 262); 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 6489a01..1ecc0f2 100644 --- a/apps/docs/tests/research.test.ts +++ b/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, 1051); - assert.equal(initial.evidence.length, 2021); - assert.equal(initial.observations.length, 252); + assert.equal(initial.evidence.length, 2080); + assert.equal(initial.observations.length, 262); 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, 123); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 128); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 12); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -101,8 +101,8 @@ 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, 63); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 11); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 67); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 13); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index b131369..2097c8c 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-enterprise-4", + "version": "2026-10-31-enterprise-5", "asOf": "2026-10-31", "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": [ @@ -16685,32 +16685,34 @@ "id": "YC31272", "name": "Poth Labs", "url": "https://www.ycombinator.com/companies/poth-labs", - "cat": "C05", + "cat": "C06", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The customer brain that connects data to explain customer behavior", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "连接客户行为、反馈和对话，研究流失、采用及产品机会。", + "buyer": "产品增长、客户研究及客户成功团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "从适应性访谈扩展到客户知识图谱，移客户运营；旧调查产品分期。以Slack举例不等已为Slack部署，合作团队数和付费未知，引用证据不保证因果判断正确。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-31272" + "YC-E-31272", + "ENTTAG2-CAT-YC31272" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：连接客户行为、反馈和对话，研究流失、采用及产品机会。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "SaaS", "B2B", "Workflow Automation", "Market Research", "AI" - ] + ], + "businessModel": "客户研究软件；数据连接、调研、模型用量和实施费待拆" }, { "id": "YC31275", @@ -16941,31 +16943,35 @@ "id": "YC31295", "name": "Carrot Labs", "url": "https://www.ycombinator.com/companies/carrot-labs", - "cat": "C05", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI Cost Management: Track and attribute AI spend across every provider", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "归集AI供应商支出，并按客户、功能、团队及代码PR归因。", + "buyer": "AI工程、财务及FinOps团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "当前SuperPenguin成本管理移模型设施，旧Carrot持续调优分期，官网称由Carrot Labs提供。被管理账单是客户付供应商的钱，不是自身销售额，前雇主数十亿收入不归本公司。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", + "price": "官网Free至2000管理支出；Growth原文$30/月至5000，Pro$200/月至20000，Enterprise另议；管理额为客户供应商账单，非平台收入，币种待核", "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", "evidenceIds": [ - "YC-E-31295" + "YC-E-31295", + "ENTTAG2-CAT-YC31295", + "ENTTAG2-CARROT-HOME", + "ENTTAG2-CARROT-PRICE" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：归集AI供应商支出，并按客户、功能、团队及代码PR归因。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "AIOps", "FinOps", "B2B", "AI" - ] + ], + "businessModel": "模型成本管理；按被管理AI支出档位订阅，非按席位或请求量收费" }, { "id": "YC31300", @@ -18224,31 +18230,35 @@ "id": "YC31404", "name": "Userlens", "url": "https://www.ycombinator.com/companies/userlens", - "cat": "C05", + "cat": "C06", "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Let agents talk to your customers", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "根据产品行为为用户生成个性化采用指引和跟进。", + "buyer": "B2B SaaS产品、PLG及客户成功团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移客户运营。官网现Lumi采用指引与旧CSM续约/QBR分期；Quartr和Smartly的ARR属于客户，Wudpecker用户/客户是前业务，不转为本公司收入或付费数。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-31404" + "YC-E-31404", + "ENTTAG2-CAT-YC31404", + "ENTTAG2-USERLENS-HOME", + "ENTTAG2-USERLENS-CLIENT" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：根据产品行为为用户生成个性化采用指引和跟进。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "Productivity", "Enterprise Software", "AI", "AI Assistant" - ] + ], + "businessModel": "客户采用/留存软件；触达、连接、模型和实施费用待拆" }, { "id": "YC31407", @@ -18812,59 +18822,64 @@ "id": "YC31441", "name": "Infera", "url": "https://www.ycombinator.com/companies/infera", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Control lab instruments with natural language.", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将实验描述转为仪器脚本、人工步骤及实验室记录。", + "buyer": "学术实验室、核心设施及生物科技实验团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移专业实验软件，控制既有仪器不等自制机器人。Boston试点不等已付费，人工移液仍需人做，协议验证及真实实验结果未实测。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-31441" + "YC-E-31441", + "ENTTAG2-CAT-YC31441" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：将实验描述转为仪器脚本、人工步骤及实验室记录。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "SaaS", "B2B", "Biotech", "Automation", "AI" - ] + ], + "businessModel": "实验室专业软件；仪器接入、协议验证、分析及人工支持费待拆" }, { "id": "YC31444", "name": "Alchemize", "url": "https://www.ycombinator.com/companies/alchemize", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Building AI Native Customs Brokerages", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "自述建设AI原生海关报关业务，当前细节未公开核实。", + "buyer": "进口商、物流及报关业务团队，具体买家待核", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "按YC短主营移专业报关，官网无可读正文，不把AI-enabled标题推为全自动或已持有牌照，主体、合同、收入和人工交付均留缺。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-31444" + "YC-E-31444", + "ENTTAG2-CAT-YC31444", + "ENTTAG2-ALCHEMIZE-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：自述建设AI原生海关报关业务，当前细节未公开核实。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B" - ] + ], + "businessModel": "报关专业业务暂分类；软件费、代办费、人力及责任成本待拆" }, { "id": "YC31445", @@ -20853,31 +20868,33 @@ "id": "YC31825", "name": "Kebra", "url": "https://www.ycombinator.com/companies/kebra", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI For The Skilled Workforce", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "采集现场维修资料并用运营记忆驱动报告、索赔和协调。", + "buyer": "HVAC及其他现场技工运营企业", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移行业运营软件。当前现场可查询记忆与旧后台自动化分期，未来机器人是愿景非当前硬件销量，跨州合作未给付费数，质保索赔总额非平台收入。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-31825" + "YC-E-31825", + "ENTTAG2-CAT-YC31825" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：采集现场维修资料并用运营记忆驱动报告、索赔和协调。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B", "Home Services", "Operations", "AI" - ] + ], + "businessModel": "现场服务专业软件；采集、存储、系统连接和人工复核费待拆" }, { "id": "YC31858", @@ -21247,30 +21264,33 @@ "id": "YC32135", "name": "Trope", "url": "https://www.ycombinator.com/companies/trope", - "cat": "C05", + "cat": "C04", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI FDE that deploys custom AI agents into ERPs", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为定制ERP设计、实现、测试并维护AI代理。", + "buyer": "ERP使用企业、软件商、VAR及集成商", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "按现工程实现移软件开发，旧实施项目协作分期。官网零实施费不等全部免费或零工程成本，Trope承担部署维护；五百亿咨询市场不是自身收入，sandbox/shadow自述未执行。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", + "price": "官网零实施费，后续产品和维护收费未列；不能当全部免费或无工程成本", "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", "evidenceIds": [ - "YC-E-32135" + "YC-E-32135", + "ENTTAG2-CAT-YC32135", + "ENTTAG2-TROPE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：为定制ERP设计、实现、测试并维护AI代理。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "SaaS", "B2B", "AI" - ] + ], + "businessModel": "定制Agent工程交付；官网零实施费，后续产品收费及维护成本待拆" }, { "id": "YC32136", @@ -21532,31 +21552,34 @@ "id": "YC32162", "name": "Studio", "url": "https://www.ycombinator.com/companies/studio", - "cat": "C05", + "cat": "C06", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Accurately simulate market response at scale", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "模拟消费者群体对价格、产品、营销及传播决策的反应。", + "buyer": "消费品及餐饮等企业的洞察、营销与产品团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移客户与营销研究，模拟社会不等通用基础模型业务。95%官网、旧发布95%以上和目录97%以上口径不同，未核误差定义、样本或独立复现；预测的客户销售和2亿模拟消费者非公司收入/用户数。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-32162" + "YC-E-32162", + "ENTTAG2-CAT-YC32162", + "ENTTAG2-STUDIO-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：模拟消费者群体对价格、产品、营销及传播决策的反应。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B", "Analytics", "Market Research", "AI" - ] + ], + "businessModel": "市场研究/模拟软件；数据、定制模型、项目及支持费待拆" }, { "id": "YC32167", @@ -22279,30 +22302,32 @@ "id": "YC32223", "name": "Marble", "url": "https://www.ycombinator.com/companies/joinmarble", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 2, "location": "New York City, NY", - "business": "公司简介：The autonomous back-of-house for restaurants.", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "整合餐饮后厨库存、采购、发票、排班及需求预测。", + "buyer": "餐厅、咖啡店、酒吧及连锁运营团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移餐饮专业软件，旧Truffle名称保留。90%盘点提速、97%需求预测与99%盘点准确是不同自测指标，40%食物浪费下降非公司毛利；500推荐奖励、行业浪费和前雇主交易额非营收。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-32223" + "YC-E-32223", + "ENTTAG2-CAT-YC32223" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：整合餐饮后厨库存、采购、发票、排班及需求预测。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "SaaS", "Restaurant Tech", "AI" - ] + ], + "businessModel": "餐饮运营软件；门店、视觉/语音、系统接入及人工维护费待拆" }, { "id": "YC32225", @@ -22339,59 +22364,79 @@ "id": "YC32226", "name": "Glen", "url": "https://www.ycombinator.com/companies/glen", - "cat": "C05", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Institutional Learning Layer for Every Agent in Your Company", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为不同代理检索、注入组织历史并共享会话、技能及上下文。", + "buyer": "部署多种代理的企业与工程团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移Agent设施而非一般办公助手。内部百PR重放的29%token和21%时间节省非独立普适能力，字符注入量和早期组织使用不等付费，迁移无损及权限隔离未执行。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-32226" + "YC-E-32226", + "ENTTAG2-CAT-YC32226", + "ENTTAG2-GLEN-HOME", + "ENTTAG2-GLEN-BENCH" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核企业通用原标签池：为不同代理检索、注入组织历史并共享会话、技能及上下文。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "Generative AI", "B2B", "AI" - ] + ], + "businessModel": "Agent记忆/上下文设施；索引、存储、模型、席位和接入费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "目录与官网/公开材料关联；精确法人与产品合同、财务主体未独立核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读供应商百PR重放方法：单工作区Codex5.5、每组五次、记忆时间回退及保留测试；未读取完整任务/轨迹或复现，非独立评测。", + "evidenceIds": [ + "ENTTAG2-CAT-YC32226", + "ENTTAG2-GLEN-HOME", + "ENTTAG2-GLEN-BENCH" + ] + } }, { "id": "YC32227", "name": "Context.dev", "url": "https://www.ycombinator.com/companies/contextdev", - "cat": "C05", + "cat": "C03", "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：We give AI agents realtime web context via API", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "经API提供网页检索、抓取、结构化数据及持续监控。", + "buyer": "需要新鲜网页数据的Agent及应用开发团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移Agent数据连接，网页训练数据用途非其全部主业。YC旧发布400客户、现简介600以上组织及官网1000免费额度分期，未确认全部付费；Dench三百万pipeline为客户线索，融资非营收。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-32227" + "YC-E-32227", + "ENTTAG2-CAT-YC32227", + "ENTTAG2-CONTEXT-HOME", + "ENTTAG2-CONTEXT-CLIENT" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：经API提供网页检索、抓取、结构化数据及持续监控。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B", "AI", "APIs" - ] + ], + "businessModel": "Agent网页数据设施；请求/额度、代理浏览器、缓存及支持费待拆" }, { "id": "YC32229", @@ -22517,29 +22562,31 @@ "id": "YC32256", "name": "Zaplar", "url": "https://www.ycombinator.com/companies/zaplar", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 7, "location": "Stockholm, Sweden", - "business": "公司简介：Agentic Hotel Operating System", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以统一PMS、预订、渠道、POS及客房运营系统服务酒店。", + "buyer": "酒店业主、运营者及集团IT团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移酒店运营。发布明确建议由员工审核编辑批准，非所有操作无需人；旧活动预订到现全栈愿景分期，目录7人与发布8人保持原快照，不据此推收入或团队增长。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-32256" + "YC-E-32256", + "ENTTAG2-CAT-YC32256" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：以统一PMS、预订、渠道、POS及客房运营系统服务酒店。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B", "AI" - ] + ], + "businessModel": "酒店专业软件；物业/客房、支付、迁移、实施和支持费待拆" }, { "id": "YC32257", @@ -22754,32 +22801,52 @@ "id": "YC32418", "name": "Traceforce", "url": "https://www.ycombinator.com/companies/traceforce", - "cat": "C05", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：CrowdStrike for AI Agents", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "监测企业终端的AI应用和工具调用并执行风险控制。", + "buyer": "企业AI安全、IT及工程治理团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移Agent安全设施，TraceGraph支出查询是组成部分。40以上试点被称值三百万ARR是潜在试点价值，非已实现ARR；6000以上设备和10以上企业未证明付费；公开MCP扫描器不等完整商业端点系统已验证。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-32418" + "YC-E-32418", + "ENTTAG2-CAT-YC32418", + "ENTTAG2-TRACE-HOME", + "ENTTAG2-TRACE-REPO", + "ENTTAG2-TRACE-LICENSE", + "ENTTAG2-TRACE-PILOTS" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核企业通用原标签池：监测企业终端的AI应用和工具调用并执行风险控制。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "SaaS", "Security", "Cybersecurity", "Enterprise", "AI" - ] + ], + "businessModel": "Agent安全设施；终端、策略、扫描、托管及支持费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "目录与官网/公开材料关联；精确法人与产品合同、财务主体未独立核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "只读MCP X-Ray目录、README及根Apache2许可，商业终端产品与公开扫描器分开；未构建/扫描/上传或独立测试，试点潜在ARR排除收入。", + "evidenceIds": [ + "ENTTAG2-CAT-YC32418", + "ENTTAG2-TRACE-HOME", + "ENTTAG2-TRACE-REPO", + "ENTTAG2-TRACE-LICENSE", + "ENTTAG2-TRACE-PILOTS" + ] + } }, { "id": "YC32484", @@ -23758,30 +23825,52 @@ "id": "YC32947", "name": "Executor", "url": "https://www.ycombinator.com/companies/executor", - "cat": "C05", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：The open source tool gateway", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将连接、凭据及逐工具权限统一为代理可用的网关。", + "buyer": "个人与团队的Agent用户及集成开发者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移Agent设施，官网明确自身不运行AI而扩展既有Agent；浏览器/电脑能力标即将推出。旧本地用户、npm下载和星标非付费；前AnswerOverflow一百五十万月用户不归Executor。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", + "price": "Cloud Free至3成员，Team原文$15/活跃成员/月、14日试用，Enterprise部署支持另议；币种待核", "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", "evidenceIds": [ - "YC-E-32947" + "YC-E-32947", + "ENTTAG2-CAT-YC32947", + "ENTTAG2-EXEC-HOME", + "ENTTAG2-EXEC-PRICE", + "ENTTAG2-EXEC-REPO", + "ENTTAG2-EXEC-LICENSE", + "ENTTAG2-EXEC-LOCAL" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核企业通用原标签池：将连接、凭据及逐工具权限统一为代理可用的网关。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "AIOps", "SaaS", "AI" - ] + ], + "businessModel": "Agent连接网关；云按活跃成员订阅、自托管/企业支持另议", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "目录与官网/公开材料关联；精确法人与产品合同、财务主体未独立核。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-31", + "summary": "公开README、目录及根MIT许可可读；只核集成/策略和部署形式说明，未运行代码、连接账户或验证审批/持久化，官网部分新能力仍coming soon。", + "evidenceIds": [ + "ENTTAG2-CAT-YC32947", + "ENTTAG2-EXEC-HOME", + "ENTTAG2-EXEC-PRICE", + "ENTTAG2-EXEC-REPO", + "ENTTAG2-EXEC-LICENSE", + "ENTTAG2-EXEC-LOCAL" + ] + } }, { "id": "YC32948", @@ -24146,62 +24235,67 @@ "id": "YC33046", "name": "CarSignal", "url": "https://www.ycombinator.com/companies/carsignal", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The AI Operating System for Auto Shops.", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为汽修店整合车辆诊断、接待、报价、配件及工单流转。", + "buyer": "独立汽修店主及技师", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移行业应用，不因定制OBD-II就称机器人制造。40店18州为厂商部署自述非已核付费；故障诊断建议和实际维修结果需技师及测试，配件/维修订单总额非软件收入。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-33046" + "YC-E-33046", + "ENTTAG2-CAT-YC33046" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：为汽修店整合车辆诊断、接待、报价、配件及工单流转。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "Hardware", "SaaS", "B2B", "AI", "Automotive" - ] + ], + "businessModel": "汽修专业软件与扫描器接入；门店、诊断硬件、数据及支持费待拆" }, { "id": "YC33047", "name": "Decawork", "url": "https://www.ycombinator.com/companies/decawork", - "cat": "C05", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Training company-specific models that approve AI actions.", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "按任务、企业政策及历史动作判断代理权限并即时执行。", + "buyer": "企业Agent安全、身份及IT治理团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移Agent权限设施，训练小模型是实现手段非独立基础模型售卖证明。人工审批条件仍需配置，模型误判/越权未实测，前创业十万月活非本公司使用数。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-33047" + "YC-E-33047", + "ENTTAG2-CAT-YC33047", + "ENTTAG2-DECA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：按任务、企业政策及历史动作判断代理权限并即时执行。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B", "Security", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent访问治理；专属策略模型、网关、审批及维护费待拆" }, { "id": "YC33048", @@ -25239,30 +25333,35 @@ "id": "YC33673", "name": "Caution", "url": "https://www.ycombinator.com/companies/caution", - "cat": "C05", + "cat": "C02", "year": 2025, "team": 5, "location": "George Town, Cayman Islands", - "business": "公司简介：Hosting platform for software you can't afford to have hacked", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供可验证的机密计算部署与托管。", + "buyer": "敏感软件、金融及私有AI等基础设施团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移计算基础设施对照，非纯AI主营：通用敏感工作负载亦适用。AWS Nitro当前支持与其他后端开发中分开；先前Distrust服务系统六千亿资产非本公司收入，旧业务与新产品法律链仍待核。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", + "price": "BYOC管理/全托管/支持另议；自运行官网称AGPLv3或商业许可，金额及实际合同待核", "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", "evidenceIds": [ - "YC-E-33673" + "YC-E-33673", + "ENTTAG2-CAT-YC33673", + "ENTTAG2-CAUTION-HOME", + "ENTTAG2-CAUTION-PRICE", + "ENTTAG2-CAUTION-ASSETS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：提供可验证的机密计算部署与托管。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "Cybersecurity", "Cloud Computing", "Infrastructure" - ] + ], + "businessModel": "计算托管与可验证部署；BYOC/全托管、支持及商业许可分开" }, { "id": "YC33674", @@ -25272,27 +25371,30 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Next-generation agent operating system", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "自述学习企业上下文并组织工具和流程以推进工作。", + "buyer": "企业经营及跨职能团队，细分买家待核", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "短简介暂留企业通用，官网无可读正文，操作系统称谓不证明在卖底层运行时或自研模型。创始人既有Copilot/Perplexity产品经历非UFO收入或已核能力。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-33674" + "YC-E-33674", + "ENTTAG2-CAT-YC33674", + "ENTTAG2-UFO-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：自述学习企业上下文并组织工具和流程以推进工作。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "SaaS", "B2B", "Automation", "AI" - ] + ], + "businessModel": "企业通用工作平台暂分类；模型、软件及人工部署费用待拆" }, { "id": "YC33738", @@ -25497,28 +25599,30 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Model Agnostic AI coworker in Slack", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "在Slack中协作执行工作并自动维护企业知识库。", + "buyer": "使用Slack的创业及企业团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "保留企业通用工作，模型无关是兼容定位不等自售模型设施。旧Gini与现OpenTag分期；10团队为早期可用自述非付费，前雇主数百万使用非当前用户，权限/沙盒安全未测。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-33969" + "YC-E-33969", + "ENTTAG2-CAT-YC33969" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：在Slack中协作执行工作并自动维护企业知识库。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "AIOps", "B2B", "Workflow Automation", "Enterprise Software", "AI" - ] + ], + "businessModel": "团队通用助手；席位、模型、沙盒、接入及支持费待拆" }, { "id": "YC34134", @@ -25910,31 +26014,34 @@ "id": "YC34896", "name": "Faraday", "url": "https://www.ycombinator.com/companies/faraday", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Agents running manufacturing companies from the back office to the…", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将制造及分销的订单、计划、机器和业务记录连接并自动化。", + "buyer": "制造商、工业供应商及分销运营团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移工业运营软件，连接既有机器不等自造硬件；公司专属RL环境是交付手段非只卖通用训练数据，未来机器人协调与已实现部署分开，客户制造收入不归本公司。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-34896" + "YC-E-34896", + "ENTTAG2-CAT-YC34896", + "ENTTAG2-FARADAY-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：将制造及分销的订单、计划、机器和业务记录连接并自动化。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B", "Manufacturing", "Enterprise Software", "AI" - ] + ], + "businessModel": "工业专业软件与集成；部署、设备接入、RL环境及人工维护费待拆" }, { "id": "YC34959", @@ -26002,60 +26109,66 @@ "id": "YC35094", "name": "Forward", "url": "https://www.ycombinator.com/companies/useforward", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：Unifying Global Private Credit", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "自述匹配商业债务顾问的融资委托与私募信贷基金。", + "buyer": "商业债务顾问、私募信贷基金及相关融资方", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移金融专业应用，官网仍标11月6日2026发布及投资者候补，当前不推已开放交易。融资委托/贷款本金非平台收入，签约主体、牌照、收费和实单待核，不将页脚当注册证明。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", + "stage": "官网标2026-11-06发布与候补名单，当前实际开放及商业交付待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35094" + "YC-E-35094", + "ENTTAG2-CAT-YC35094", + "ENTTAG2-FORWARD-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：自述匹配商业债务顾问的融资委托与私募信贷基金。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "Fintech", "B2B", "AI" - ] + ], + "businessModel": "专业信贷撮合暂分类；订阅、顾问/成功费及人工责任待拆" }, { "id": "YC35096", "name": "Stacktrace", "url": "https://www.ycombinator.com/companies/stacktrace", - "cat": "C05", + "cat": "C03", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：See and control what your agents actually do", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "观测代理动作、限制权限并在偏离目标时干预。", + "buyer": "组织代理治理与工程安全团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移Agent安全设施。当前Claude Code与Codex/Devin Preview分开，个人网关Preview非全部可用；页面零计数及示例告警不当真实客户/零营收证据，未实际接入或测试。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-35096" + "YC-E-35096", + "ENTTAG2-CAT-YC35096", + "ENTTAG2-STACK-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：观测代理动作、限制权限并在偏离目标时干预。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "DevSecOps", "Cybersecurity", "Infrastructure", "AI" - ] + ], + "businessModel": "Agent控制设施；Fleet及个人代理网关，席位/会话及支持费待拆" }, { "id": "YC35125", @@ -26300,31 +26413,34 @@ }, { "id": "YC35262", - "name": "Bryel", + "name": "Perceptual Labs（原Bryel）", "url": "https://www.ycombinator.com/companies/bryel", - "cat": "C05", + "cat": "C00", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Building the next generation of visual perceptual intelligence", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "当前自述视觉智能研究，具体产品与对外交付仍缺资料。", + "buyer": "当前视觉智能买家待核；旧Bryel面向企业训练团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "目录现名Perceptual Labs，官网工具不可读；仅视觉智能口号不足认定C01模型、C02训练设施或C08创意，移待分类。10月7日旧Bryel训练服务与当前定位分开，前公司收入/用户及提速均不作本公司实收或独立效果。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-35262" + "YC-E-35262", + "ENTTAG2-CAT-YC35262", + "ENTTAG2-PERCEPTUAL-ACCESS" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：当前自述视觉智能研究，具体产品与对外交付仍缺资料。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "B2B", "AI" - ] + ], + "businessModel": "当前业务待分类；旧Bryel前置训练工程/Foundry作为历史对照" }, { "id": "YC35263", @@ -27001,30 +27117,46 @@ "id": "YC35784", "name": "Vorelios", "url": "https://www.ycombinator.com/companies/vorelios", - "cat": "C05", + "cat": "C01", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Solving engineering, then using it to solve everything else", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以物理基础模型预测新设计的流场，并拟扩展多物理过程。", + "buyer": "航空航天仿真及工程研发团队", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "按当前官网物理模型移基础模型，先空气动力学，热传导/结构为扩展方向。三套公开基准的供应商评分不等独立验证，不能把1至31毫秒推成全设计取代求解器或整个工程交付。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-35784" + "YC-E-35784", + "ENTTAG2-CAT-YC35784", + "ENTTAG2-VORELIOS-HOME", + "ENTTAG2-VORELIOS-BENCH" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核企业通用原标签池：以物理基础模型预测新设计的流场，并拟扩展多物理过程。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "Hard Tech", "B2B", "AI" - ] + ], + "businessModel": "行业物理模型；推理、仿真数据、私有部署及工程支持费待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "目录与官网/公开材料关联；精确法人与产品合同、财务主体未独立核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读供应商三套公开空气动力学基准与H100计时口径，部分基线由其自行训练/计时，未读模型或独立复现；物理模型不等全工程可替代。", + "evidenceIds": [ + "ENTTAG2-CAT-YC35784", + "ENTTAG2-VORELIOS-HOME", + "ENTTAG2-VORELIOS-BENCH" + ] + } }, { "id": "YC35850", @@ -27363,32 +27495,35 @@ "id": "YC36180", "name": "Vexo", "url": "https://www.ycombinator.com/companies/vexo", - "cat": "C05", + "cat": "C10", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：An AI bracelet that remembers your day and acts before you ask.", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以持续收音腕带连接手机与个人代理，记录记忆并执行任务。", + "buyer": "个人消费者及既有Agent使用者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移实体设备，非单纯办公软件。官网199原文美元符号标价、12月2日起发货承诺且发货前可退款，不当已交付收入；演示39每月是客户幻灯片非Vexo订阅，健康感测非医疗验证。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", + "price": "腕带原文$199、发货前可退款；12月2日发货承诺未实证，演示$39/月非其订阅标价，币种待核", + "stage": "官网接受可退款预售，实际发货及付费留存待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36180" + "YC-E-36180", + "ENTTAG2-CAT-YC36180", + "ENTTAG2-VEXO-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：以持续收音腕带连接手机与个人代理，记录记忆并执行任务。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "AI-Enhanced Learning", "Hardware", "Productivity", "Conversational AI", "AI Assistant" - ] + ], + "businessModel": "消费AI实体腕带；硬件、云服务、模型和潜在订阅需分别核" }, { "id": "YC36181", @@ -27611,30 +27746,33 @@ "id": "YC36378", "name": "Synara", "url": "https://www.ycombinator.com/companies/synara", - "cat": "C05", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：We are the last monitoring station, run by AI", - "buyer": "本轮未逐一核验", - "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；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "经安防集成商提供AI视频筛查、人工核验及事件响应。", + "buyer": "安防集成商及商业场地运营者", + "delivery": "已读YC现主营及相关发布；选定官网/公开材料另列，实际合同、收费、收入及能力待核。", + "notes": "移安防专业服务，官网明确人工核验/语音干预和现有摄像头接入，非纯无人软件或自有硬件制造。白标渠道收入与Synara确认收入分开，示例和AI生成视频不是真实事件或效果证明。 原始成立及团队快照保留，主营复核不等财务/技术审计。", "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", "evidenceIds": [ - "YC-E-36378" + "YC-E-36378", + "ENTTAG2-CAT-YC36378", + "ENTTAG2-SYNARA-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核企业通用原标签池：经安防集成商提供AI视频筛查、人工核验及事件响应。 按当前交付和买家区分通用工作、专业行业、模型/Agent设施、开发与实体设备；资料不足保留待分类。", "directoryTags": [ "Deep Learning", "Security Orchestration, Automation and Response (SOAR)", "Monitoring" - ] + ], + "businessModel": "安防专业监控服务；按月经常性方向、视频算力、人工值守及渠道分成待拆" }, { "id": "YC36510", @@ -35066,6 +35204,156 @@ "reason": "人数、社区会费和标价不能相乘反推平台MRR，重复和免费范围未核", "evidence": "ENTTAG1-BUBBLE-HOME", "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-USER-QUARTR", + "company": "YC31404", + "name": "Userlens", + "kind": "客户Quartr披露ARR", + "value": 10000000, + "bound": "=", + "unit": "原文金额，币种待核", + "timing": "2026-04-07发布，客户财务时点未给", + "scope": "客户Quartr而非Userlens", + "selection": "excluded", + "reason": "客户ARR不能归工具供应商，也不因促成增长就全额归因", + "evidence": "ENTTAG2-USERLENS-CLIENT", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-USER-SMARTLY", + "company": "YC31404", + "name": "Userlens", + "kind": "客户Smartly披露ARR", + "value": 200000000, + "bound": "=", + "unit": "原文金额，币种待核", + "timing": "2026-04-07发布，客户财务时点未给", + "scope": "客户Smartly而非Userlens", + "selection": "excluded", + "reason": "两亿为客户ARR，非公司收入，未独立核验", + "evidence": "ENTTAG2-USERLENS-CLIENT", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-TRACE-PIPELINE", + "company": "YC32418", + "name": "Traceforce", + "kind": "活跃试点被称潜在ARR价值", + "value": 3000000, + "bound": ">=", + "unit": "原文$，币种待核", + "timing": "2026-07-28发布，试点/合同期间未给", + "scope": "40以上试点的潜在价值，非已确认ARR", + "selection": "excluded", + "reason": "试点未证签约回款及经常性范围，不进入收入分布", + "evidence": "ENTTAG2-TRACE-PILOTS", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-TRACE-DEVICES", + "company": "YC32418", + "name": "Traceforce", + "kind": "已部署设备数", + "value": 6000, + "bound": ">=", + "unit": "台终端", + "timing": "2026-07-28发布，业务统计截至日未给", + "scope": "厂商称企业终端部署，非付费席位", + "selection": "adoption", + "reason": "设备规模不证明付费，不乘单价反推ARR", + "evidence": "ENTTAG2-TRACE-PILOTS", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-TRACE-PILOT-COUNT", + "company": "YC32418", + "name": "Traceforce", + "kind": "活跃试点数量", + "value": 40, + "bound": ">=", + "unit": "个试点", + "timing": "2026-07-28发布，统计截至日未给", + "scope": "厂商试点，合同与免费范围未知", + "selection": "adoption", + "reason": "试点数量非付费企业，潜在合同不可确认为收入", + "evidence": "ENTTAG2-TRACE-PILOTS", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-CONTEXT-PIPELINE", + "company": "YC32227", + "name": "Context.dev", + "kind": "客户Dench潜在线索金额", + "value": 3000000, + "bound": ">=", + "unit": "原文$，币种待核", + "timing": "2026-08-05发布，线索统计期未给", + "scope": "Dench的pipeline，非Context平台收入", + "selection": "excluded", + "reason": "客户潜在交易额与已成收入/供应商收费不同", + "evidence": "ENTTAG2-CONTEXT-CLIENT", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-CONTEXT-COMPANIES", + "company": "YC32227", + "name": "Context.dev", + "kind": "现目录称服务公司数", + "value": 600, + "bound": ">=", + "unit": "家公司", + "timing": "2026-10-31读取现简介，业务截至日未给", + "scope": "公司/组织采用，未证明全为付费", + "selection": "adoption", + "reason": "目录600以上与旧400客户分期，不可乘标价估ARR", + "evidence": "ENTTAG2-CAT-YC32227", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-EXEC-USERS", + "company": "YC32947", + "name": "Executor", + "kind": "本地版用户规模", + "value": 3000, + "bound": "约", + "unit": "位用户", + "timing": "2026-08-04发布，统计截至日未给", + "scope": "本地版本使用，非云付费成员", + "selection": "adoption", + "reason": "免费/本地用户和重复下载不等付费客户", + "evidence": "ENTTAG2-EXEC-LOCAL", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-CAUTION-ASSETS", + "company": "YC33673", + "name": "Caution", + "kind": "前团队参与保护系统数字资产", + "value": 600000000000, + "bound": ">=", + "unit": "原文$，币种待核", + "timing": "2026-08-04发布，资产统计期未给", + "scope": "此前项目涉及系统资产，非公司营收", + "selection": "excluded", + "reason": "资产金额非服务费、托管额或ARR，旧业务主体链未核", + "evidence": "ENTTAG2-CAUTION-ASSETS", + "comparisonGroup": null + }, + { + "id": "ENTTAG2-O-STUDIO-CLIENTS", + "company": "YC32162", + "name": "Studio", + "kind": "官网企业客户数", + "value": 5, + "bound": "=", + "unit": "家企业", + "timing": "2026-10-31官网读取，统计截至日未给", + "scope": "厂商称企业客户，未证全部付费", + "selection": "adoption", + "reason": "客户数与建模消费者数量不同，未核合同及试点", + "evidence": "ENTTAG2-STUDIO-HOME", + "comparisonGroup": null } ], "evidence": [ @@ -57299,6 +57587,655 @@ "kind": "公司公开资料复核", "summary": "发布自述每团队每月150000以上时间节省，行业临床延误每天成本百万以上。", "limitation": "客户/行业估值不是公司实际收费、毛利或收入，临床能力和可复现效果未独立核。" + }, + { + "id": "ENTTAG2-CAT-YC31272", + "companyId": "YC31272", + "title": "Poth Labs现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/poth-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "连接客户行为、反馈和对话，研究流失、采用及产品机会。 从适应性访谈扩展到客户知识图谱，移客户运营；旧调查产品分期。以Slack举例不等已为Slack部署，合作团队数和付费未知，引用证据不保证因果判断正确。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC31295", + "companyId": "YC31295", + "title": "Carrot Labs现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/carrot-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "归集AI供应商支出，并按客户、功能、团队及代码PR归因。 当前SuperPenguin成本管理移模型设施，旧Carrot持续调优分期，官网称由Carrot Labs提供。被管理账单是客户付供应商的钱，不是自身销售额，前雇主数十亿收入不归本公司。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC31404", + "companyId": "YC31404", + "title": "Userlens现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/userlens", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "根据产品行为为用户生成个性化采用指引和跟进。 移客户运营。官网现Lumi采用指引与旧CSM续约/QBR分期；Quartr和Smartly的ARR属于客户，Wudpecker用户/客户是前业务，不转为本公司收入或付费数。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC31441", + "companyId": "YC31441", + "title": "Infera现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/infera", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将实验描述转为仪器脚本、人工步骤及实验室记录。 移专业实验软件，控制既有仪器不等自制机器人。Boston试点不等已付费，人工移液仍需人做，协议验证及真实实验结果未实测。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC31444", + "companyId": "YC31444", + "title": "Alchemize现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/alchemize", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "自述建设AI原生海关报关业务，当前细节未公开核实。 按YC短主营移专业报关，官网无可读正文，不把AI-enabled标题推为全自动或已持有牌照，主体、合同、收入和人工交付均留缺。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC31825", + "companyId": "YC31825", + "title": "Kebra现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/kebra", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "采集现场维修资料并用运营记忆驱动报告、索赔和协调。 移行业运营软件。当前现场可查询记忆与旧后台自动化分期，未来机器人是愿景非当前硬件销量，跨州合作未给付费数，质保索赔总额非平台收入。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32135", + "companyId": "YC32135", + "title": "Trope现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/trope", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为定制ERP设计、实现、测试并维护AI代理。 按现工程实现移软件开发，旧实施项目协作分期。官网零实施费不等全部免费或零工程成本，Trope承担部署维护；五百亿咨询市场不是自身收入，sandbox/shadow自述未执行。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32162", + "companyId": "YC32162", + "title": "Studio现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/studio", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "模拟消费者群体对价格、产品、营销及传播决策的反应。 移客户与营销研究，模拟社会不等通用基础模型业务。95%官网、旧发布95%以上和目录97%以上口径不同，未核误差定义、样本或独立复现；预测的客户销售和2亿模拟消费者非公司收入/用户数。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32223", + "companyId": "YC32223", + "title": "Marble现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/joinmarble", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "整合餐饮后厨库存、采购、发票、排班及需求预测。 移餐饮专业软件，旧Truffle名称保留。90%盘点提速、97%需求预测与99%盘点准确是不同自测指标，40%食物浪费下降非公司毛利；500推荐奖励、行业浪费和前雇主交易额非营收。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32226", + "companyId": "YC32226", + "title": "Glen现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/glen", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为不同代理检索、注入组织历史并共享会话、技能及上下文。 移Agent设施而非一般办公助手。内部百PR重放的29%token和21%时间节省非独立普适能力，字符注入量和早期组织使用不等付费，迁移无损及权限隔离未执行。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32227", + "companyId": "YC32227", + "title": "Context.dev现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/contextdev", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "经API提供网页检索、抓取、结构化数据及持续监控。 移Agent数据连接，网页训练数据用途非其全部主业。YC旧发布400客户、现简介600以上组织及官网1000免费额度分期，未确认全部付费；Dench三百万pipeline为客户线索，融资非营收。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32256", + "companyId": "YC32256", + "title": "Zaplar现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/zaplar", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以统一PMS、预订、渠道、POS及客房运营系统服务酒店。 移酒店运营。发布明确建议由员工审核编辑批准，非所有操作无需人；旧活动预订到现全栈愿景分期，目录7人与发布8人保持原快照，不据此推收入或团队增长。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32418", + "companyId": "YC32418", + "title": "Traceforce现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/traceforce", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "监测企业终端的AI应用和工具调用并执行风险控制。 移Agent安全设施，TraceGraph支出查询是组成部分。40以上试点被称值三百万ARR是潜在试点价值，非已实现ARR；6000以上设备和10以上企业未证明付费；公开MCP扫描器不等完整商业端点系统已验证。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC32947", + "companyId": "YC32947", + "title": "Executor现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/executor", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将连接、凭据及逐工具权限统一为代理可用的网关。 移Agent设施，官网明确自身不运行AI而扩展既有Agent；浏览器/电脑能力标即将推出。旧本地用户、npm下载和星标非付费；前AnswerOverflow一百五十万月用户不归Executor。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC33046", + "companyId": "YC33046", + "title": "CarSignal现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/carsignal", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为汽修店整合车辆诊断、接待、报价、配件及工单流转。 移行业应用，不因定制OBD-II就称机器人制造。40店18州为厂商部署自述非已核付费；故障诊断建议和实际维修结果需技师及测试，配件/维修订单总额非软件收入。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC33047", + "companyId": "YC33047", + "title": "Decawork现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/decawork", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "按任务、企业政策及历史动作判断代理权限并即时执行。 移Agent权限设施，训练小模型是实现手段非独立基础模型售卖证明。人工审批条件仍需配置，模型误判/越权未实测，前创业十万月活非本公司使用数。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC33673", + "companyId": "YC33673", + "title": "Caution现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/caution", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供可验证的机密计算部署与托管。 移计算基础设施对照，非纯AI主营：通用敏感工作负载亦适用。AWS Nitro当前支持与其他后端开发中分开；先前Distrust服务系统六千亿资产非本公司收入，旧业务与新产品法律链仍待核。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC33674", + "companyId": "YC33674", + "title": "UFO.ai现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/ufoai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "自述学习企业上下文并组织工具和流程以推进工作。 短简介暂留企业通用，官网无可读正文，操作系统称谓不证明在卖底层运行时或自研模型。创始人既有Copilot/Perplexity产品经历非UFO收入或已核能力。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC33969", + "companyId": "YC33969", + "title": "OpenTag现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/opentag", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在Slack中协作执行工作并自动维护企业知识库。 保留企业通用工作，模型无关是兼容定位不等自售模型设施。旧Gini与现OpenTag分期；10团队为早期可用自述非付费，前雇主数百万使用非当前用户，权限/沙盒安全未测。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC34896", + "companyId": "YC34896", + "title": "Faraday现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/faraday", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将制造及分销的订单、计划、机器和业务记录连接并自动化。 移工业运营软件，连接既有机器不等自造硬件；公司专属RL环境是交付手段非只卖通用训练数据，未来机器人协调与已实现部署分开，客户制造收入不归本公司。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC35094", + "companyId": "YC35094", + "title": "Forward现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/useforward", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "自述匹配商业债务顾问的融资委托与私募信贷基金。 移金融专业应用，官网仍标11月6日2026发布及投资者候补，当前不推已开放交易。融资委托/贷款本金非平台收入，签约主体、牌照、收费和实单待核，不将页脚当注册证明。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC35096", + "companyId": "YC35096", + "title": "Stacktrace现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/stacktrace", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "观测代理动作、限制权限并在偏离目标时干预。 移Agent安全设施。当前Claude Code与Codex/Devin Preview分开，个人网关Preview非全部可用；页面零计数及示例告警不当真实客户/零营收证据，未实际接入或测试。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC35262", + "companyId": "YC35262", + "title": "Bryel现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/bryel", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前自述视觉智能研究，具体产品与对外交付仍缺资料。 目录现名Perceptual Labs，官网工具不可读；仅视觉智能口号不足认定C01模型、C02训练设施或C08创意，移待分类。10月7日旧Bryel训练服务与当前定位分开，前公司收入/用户及提速均不作本公司实收或独立效果。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC35784", + "companyId": "YC35784", + "title": "Vorelios现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/vorelios", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以物理基础模型预测新设计的流场，并拟扩展多物理过程。 按当前官网物理模型移基础模型，先空气动力学，热传导/结构为扩展方向。三套公开基准的供应商评分不等独立验证，不能把1至31毫秒推成全设计取代求解器或整个工程交付。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC36180", + "companyId": "YC36180", + "title": "Vexo现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/vexo", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以持续收音腕带连接手机与个人代理，记录记忆并执行任务。 移实体设备，非单纯办公软件。官网199原文美元符号标价、12月2日起发货承诺且发货前可退款，不当已交付收入；演示39每月是客户幻灯片非Vexo订阅，健康感测非医疗验证。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CAT-YC36378", + "companyId": "YC36378", + "title": "Synara现主营及历史数字边界", + "url": "https://www.ycombinator.com/companies/synara", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "经安防集成商提供AI视频筛查、人工核验及事件响应。 移安防专业服务，官网明确人工核验/语音干预和现有摄像头接入，非纯无人软件或自有硬件制造。白标渠道收入与Synara确认收入分开，示例和AI生成视频不是真实事件或效果证明。", + "limitation": "来自可变的公司目录及自述，未独立核付费、财务或生产能力；试点价值、客户收入、节省、资产、旧业务和示例不得当自身ARR。" + }, + { + "id": "ENTTAG2-CARROT-HOME", + "companyId": "YC31295", + "title": "SuperPenguin当前成本管理产品", + "url": "https://superpenguin.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网将多供应商成本按客户、功能、团队和PR归因，页脚称Carrot Labs提供；默认只存成本元数据，内容采集需另选。", + "limitation": "不是模型推理代理/重路由服务；旧Carrot调优交付分期，未安装Mac应用、连接账单或独立测延迟和隐私。" + }, + { + "id": "ENTTAG2-CARROT-PRICE", + "companyId": "YC31295", + "title": "成本管理订阅与客户供应商账单分开", + "url": "https://superpenguin.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前Free管理支出至2000、Growth30/月至5000、Pro200/月至20000、Enterprise另议；managed spend是供应商给客户的账单，非SuperPenguin收费。", + "limitation": "原文$币种待核；档位含成员限制但非按成员/请求收费，超过额度可升级非硬停。未核实际成交/订阅数，不以管理账单乘客户数当ARR。" + }, + { + "id": "ENTTAG2-USERLENS-HOME", + "companyId": "YC31404", + "title": "Userlens当前Lumi产品采用指引", + "url": "https://userlens.io/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "现官网围绕B2B SaaS/PLG按产品行为生成采用campaign及个性化消息，用户设目标和约束。", + "limitation": "与旧CSM续约/QBR定位分期，示例192人不是已核客户或付费数，未接入/发送消息或独立验证采用提升。" + }, + { + "id": "ENTTAG2-ALCHEMIZE-ACCESS", + "companyId": "YC31444", + "title": "Alchemize官网正文缺项", + "url": "https://tryalchemize.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具仅返回AI-enabled报关标题，无可读正文；现分类据YC短主营。", + "limitation": "不从标题推断持牌、全自动流程、真实合同或收入，具体软件/人工责任待核。" + }, + { + "id": "ENTTAG2-TROPE-HOME", + "companyId": "YC32135", + "title": "Trope当前ERP代理工程与零实施费", + "url": "https://trope.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称负责定制Agent工程、sandbox/shadow验证及上线后维护，标零实施费，面向ERP企业及渠道伙伴。", + "limitation": "零实施费不是零成本或全部免费；旧实施协作定位另记，未核产品收费、真实执行、合规徽章或效果。" + }, + { + "id": "ENTTAG2-STUDIO-HOME", + "companyId": "YC32162", + "title": "Studio模拟市场与数字范围", + "url": "https://www.trystudio.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网以营销/消费者决策模拟为交付，称5企业客户、2亿建模消费者、95%预测准确，展示价格及销量情境。", + "limitation": "客户付费状态未知；模拟消费者不是用户或人口普查，客户销量/示例价格非自身营收；目录97%以上与旧95%以上未统一测量口径。" + }, + { + "id": "ENTTAG2-GLEN-HOME", + "companyId": "YC32226", + "title": "Glen组织上下文检索与跨代理会话", + "url": "https://www.tryglen.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网展示上下文注入、会话接续及团队技能，称21%提速和29%token减少，并链接自测方法。", + "limitation": "只读官网，未安装CLI或验证完整会话接续、权限和可靠性。演示代码/工作流非真实客户成果。" + }, + { + "id": "ENTTAG2-GLEN-BENCH", + "companyId": "YC32226", + "title": "Glen百PR重放的厂商自测范围", + "url": "https://www.tryglen.com/blog/replaying-100-prs", + "publishedAt": "2026-08-04", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-08-04自述在已使用两个月的单一工作区重放100个已合并PR，Codex5.5同提示/harness，每题每组五次；记忆回退至原任务前，保留测试判分，计端到端耗时。", + "limitation": "方法是厂商披露且未读任务代码/完整轨迹或复现；时间回退防泄漏只是其自述。不能从单仓平均节省推普适准确率、全部模型排名或客户收入。" + }, + { + "id": "ENTTAG2-CONTEXT-HOME", + "companyId": "YC32227", + "title": "Context网页数据API与融资/客户金额边界", + "url": "https://www.context.dev/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网提供网页检索、抓取、批量及监控接口，当前1000免费credits，并披露900万seed融资。", + "limitation": "与旧发布500免费credits分期，融资不是收入；客户案例金额/请求量不等平台收费，未调用API或上传数据，不认定99.96%为独立测试。" + }, + { + "id": "ENTTAG2-TRACE-HOME", + "companyId": "YC32418", + "title": "Traceforce终端监控与营销数字边界", + "url": "https://www.traceforce.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网围绕终端AI发现、工具控制及MDM接入，并链接MCP扫描器；不同页面/发布的设备、安装时间和阻断量口径分别保留。", + "limitation": "首页1K设备及10K每秒等营销指标与旧6000设备不强行合并或判断增长；没有实测/独立财务，徽章/客户logo非认证报告或付费证明。" + }, + { + "id": "ENTTAG2-TRACE-REPO", + "companyId": "YC32418", + "title": "MCP X-Ray公开扫描器材料范围", + "url": "https://github.com/traceforce/mcp-xray", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "公开目录、README可读，列配置检查、实际工具调用pentest、源码扫描及可选Atlas上传；不同引擎缺失/超时与构建许可会影响扫描范围。", + "limitation": "只读公开材料，未安装、构建、扫描任何设备/配置、调用工具或上传；扫描器与完整商业终端控制产品不同，公开材料不证明漏洞覆盖或生产阻断效果。" + }, + { + "id": "ENTTAG2-TRACE-LICENSE", + "companyId": "YC32418", + "title": "MCP X-Ray根许可", + "url": "https://raw.githubusercontent.com/traceforce/mcp-xray/main/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "根文件标Apache License 2.0，与公开仓库许可标识对应。", + "limitation": "仅根许可读取，未逐依赖审计或固定commit；开源许可不是商业端点产品免费或收入为零的证明，2004许可年份非公司成立年。" + }, + { + "id": "ENTTAG2-EXEC-HOME", + "companyId": "YC32947", + "title": "Executor自身不运行AI与即将推出能力", + "url": "https://executor.sh/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网说明网关提供连接、权限、存储、定时/工作流，由既有Agent思考；浏览器和电脑标coming soon。", + "limitation": "页面业务/用户计数和示例状态不是实测结果；没有安装、授权账户、执行示例或验证持久运行。" + }, + { + "id": "ENTTAG2-EXEC-PRICE", + "companyId": "YC32947", + "title": "Executor云成员收费及企业支持", + "url": "https://executor.sh/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前Cloud Free至3成员；Team每活跃成员15/月，14天试用，待接受邀请不收费；Enterprise自托管/专有云及支持另议。", + "limitation": "原文$币种待核，现标价不是已成交订阅收入；旧本地用户/下载/星数不等付费成员，免费上限不可乘标价反推ARR。" + }, + { + "id": "ENTTAG2-EXEC-REPO", + "companyId": "YC32947", + "title": "Executor公开README及目录", + "url": "https://github.com/UsefulSoftwareCo/executor", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "可读集成/连接/逐工具策略模型、CLI/desktop/cloud/selfhost目录和接续入口；本地持久服务与临时前台模式分开说明。", + "limitation": "未固定commit、逐模块代码审计、编译或运行；安全默认和凭据隔离为作者描述，未验证OAuth、重启持久性或审批执行，当前README与云新增功能可能版本不同。" + }, + { + "id": "ENTTAG2-EXEC-LICENSE", + "companyId": "YC32947", + "title": "Executor根MIT许可", + "url": "https://raw.githubusercontent.com/UsefulSoftwareCo/executor/main/LICENSE", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "当前根LICENSE标MIT、2026 Rhys Sullivan，公开目录与许可文件可读。", + "limitation": "仅根许可读取，第三方依赖和服务条款另核，未将开源免费推成零收入或将版权年当法人成立证明。" + }, + { + "id": "ENTTAG2-DECA-HOME", + "companyId": "YC33047", + "title": "Decawork按任务权限与策略模型", + "url": "https://decawork.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网以公司专属模型审批Agent行动，路由API/MCP流量，并允许指定人工介入条件。", + "limitation": "自述小模型是治理手段，示例12个Agent并非实际客户数；未运行安全测试、读取SOC2报告或认定所有行为均可正确判定。" + }, + { + "id": "ENTTAG2-CAUTION-HOME", + "companyId": "YC33673", + "title": "Caution通用计算与当前硬件支持", + "url": "https://caution.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网面向机密托管、可验证部署、AI推理及其他敏感工作负载；当前AWS Nitro，其他后端仍开发中。", + "limitation": "不是仅AI收入样本；可重现构建/远程证明仍是厂商交付说明，未执行部署、验证哈希或独立认定完全无漏洞。此前Distrust沿革不等新产品成立证明。" + }, + { + "id": "ENTTAG2-CAUTION-PRICE", + "companyId": "YC33673", + "title": "Caution部署、支持及许可商业方式", + "url": "https://caution.co/pricing.html", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "定价页列自有AWS账户由Caution管理、全托管、AGPLv3自运行或商业许可，支持包可选，未列金额。", + "limitation": "本轮未读取其源码或逐包许可，不提升公开artifact级别；托管/支持/许可及云基础费用不能当同一种纯订阅毛利。未取得实际合同或收入。" + }, + { + "id": "ENTTAG2-UFO-ACCESS", + "companyId": "YC33674", + "title": "UFO官网正文缺项", + "url": "https://ufo.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具没有可读正文，企业工作定位仅据YC现短/长简介。", + "limitation": "具体买家、付费、运行设施范围和自研技术均待核，简介中的既有产品创造者经历不能证明UFO能力/收入。" + }, + { + "id": "ENTTAG2-FARADAY-HOME", + "companyId": "YC34896", + "title": "Faraday工业软件与机器集成边界", + "url": "https://faradaycompute.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网按制造/分销展示订单、计划、工程、库存和机器接入，组合模型、harness及公司工作流RL环境。", + "limitation": "运行时和机器连接不代表出售自有机器人/通用训练模型，实际部署、人工实施、数据权利及收入未知，未提交流程或连接设备。" + }, + { + "id": "ENTTAG2-FORWARD-HOME", + "companyId": "YC35094", + "title": "Forward尚待发布及专业信贷定位", + "url": "https://www.useforward.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网标2026-11-06发布与投资者waitlist，页脚Forward US Inc；本次读取早于该发布日。", + "limitation": "YC称连接债务顾问及私募信贷基金，现站未充分说明实单/收费；登录入口不证明已交易，页脚不等注册核查，贷款本金和撮合额不是平台收入。" + }, + { + "id": "ENTTAG2-STACK-HOME", + "companyId": "YC35096", + "title": "Stacktrace现产品及Preview边界", + "url": "https://stacktrace.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网Fleet观测/控制Agent，个人代理网关为Preview；Claude Code与Codex/Devin Preview分开标。", + "limitation": "静态读取的零session/finding/install不认定真实零使用或零收入，示例风险与状态不是实测；没有运行沙盒或授权工具。" + }, + { + "id": "ENTTAG2-PERCEPTUAL-ACCESS", + "companyId": "YC35262", + "title": "Perceptual Labs更名及当前资料缺项", + "url": "https://www.perceptuallabs.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "YC同一原Bryel条目现名Perceptual Labs且只述视觉智能；官网网页工具不可读。", + "limitation": "旧2026-10-07 Bryel企业训练服务不得自动当当前产品；无法从口号判断模型/数据/创意交付，暂C00。搜索可见新YC路径但页面工具不可读，保留原ID和发现来源不新建重复公司。" + }, + { + "id": "ENTTAG2-VORELIOS-HOME", + "companyId": "YC35784", + "title": "Vorelios物理模型的当前与扩展范围", + "url": "https://vorelios.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网自述以模拟训练物理模型，当前空气动力学预测表面压力/摩擦，再积分到升阻力矩；热传导与结构为拓展方向。", + "limitation": "对外定位为物理基础模型，不从未来全工程愿景确认完全自主设计；未取得模型、权重、API、许可或实际付费，官网模拟不是独立实验。" + }, + { + "id": "ENTTAG2-VORELIOS-BENCH", + "companyId": "YC35784", + "title": "Vorelios供应商三基准结果的测量范围", + "url": "https://vorelios.com/results/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "结果页列NASA CRM44、BlendedNet++500、HiLiftAeroML360保留样本；误差相对求解器，H100同卡计时1至31ms，部分基线引用论文，BlendedNet++基线为其自行训练。", + "limitation": "公开基准不等独立于供应商的评测；未读取全部论文/模型或复现，批次16与单例计时范围分开。首页2500飞机整集与结果500保留集不当矛盾或全工业设计可替代证明。" + }, + { + "id": "ENTTAG2-VEXO-HOME", + "companyId": "YC36180", + "title": "Vexo预售、云数据及示例价格边界", + "url": "https://www.vexoai.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网腕带199原文$且发货前可全退，称12月2日开始寄送；通过手机蓝牙联网并把资料传服务器，具健康感测但自称非医疗设备。", + "limitation": "月费39/49属幻灯片演示、349耳机属购物情境，非Vexo订阅/营收；未购买/验证发货、续航或隐私，非纯离线记忆，页脚2026非独立注册证明。" + }, + { + "id": "ENTTAG2-SYNARA-HOME", + "companyId": "YC36378", + "title": "Synara人工核验、白标渠道及示例边界", + "url": "https://synaraops.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网AI筛查后由训练人员确认、语音干预及核验报警，接既有NVR/摄像头并由集成商白标销售，目标经常性监控费。", + "limitation": "页面明确illustrative events/AI-generated footage，示例非真实事件。不能把客户每台摄像头月费或渠道RMR全算Synara收入，人工运营和响应责任需拆；未独立验证准确率或警方优先响应。" + }, + { + "id": "ENTTAG2-USERLENS-CLIENT", + "companyId": "YC31404", + "title": "Userlens客户ARR及旧业务用户", + "url": "https://www.ycombinator.com/launches/Psr-userlens-ai-csm-that-never-misses-churn", + "publishedAt": "2026-04-07", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-04-07发布称客户Quartr一千万ARR、Smartly两亿ARR；前业务Wudpecker两万五千用户/千余客户，YC可免费三个月。", + "limitation": "不是Userlens财务；客户NRR、避免流失单额和前公司人数不得反推自身ARR。" + }, + { + "id": "ENTTAG2-TRACE-PILOTS", + "companyId": "YC32418", + "title": "Traceforce试点潜在ARR与部署采用", + "url": "https://www.ycombinator.com/launches/RxE-traceforce-catch-risky-agent-actions-your-security-gateway-will-never-spot", + "publishedAt": "2026-07-28", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-07-28自述6000以上终端、10以上企业、40以上活跃试点被称价值三百万以上ARR。", + "limitation": "试点潜在价值未证已签/回款经常性收入；设备/企业不等付费数。公开扫描器与商业产品分开，未直接核客户。" + }, + { + "id": "ENTTAG2-CONTEXT-CLIENT", + "companyId": "YC32227", + "title": "Context客户pipeline与组织规模", + "url": "https://www.ycombinator.com/launches/SPy-context-dev-live-web-data-api-for-ai-agents", + "publishedAt": "2026-08-05", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-08-05发布称400以上客户及Dench三百万以上pipeline；现简介称600以上公司，目录团队6人与旧发布4人分期。", + "limitation": "pipeline是客户潜在交易，不是Context收入；不同日期使用/团队数字不互相替换，全部付费情况未知。" + }, + { + "id": "ENTTAG2-EXEC-LOCAL", + "companyId": "YC32947", + "title": "Executor本地采用与前业务用户", + "url": "https://www.ycombinator.com/launches/SBH-executor-one-place-to-connect-your-agents-to-everything", + "publishedAt": "2026-08-04", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-08-04发布称约3000本地用户、一周约14000npm下载及2800以上星；前AnswerOverflow一百五十万月用户。", + "limitation": "本地采用/下载/星标和前业务用户均非当前付费数，重复下载和统计截至日未核，不反推云成员费ARR。" + }, + { + "id": "ENTTAG2-CAUTION-ASSETS", + "companyId": "YC33673", + "title": "Caution前团队参与系统资产范围", + "url": "https://www.ycombinator.com/launches/SIq-caution-hosting-platform-for-software-you-can-t-afford-to-have-hacked", + "publishedAt": "2026-08-04", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-08-04发布称经此前Distrust等项目帮助保护的系统持6000亿美元以上数字资产。", + "limitation": "受保护资产非本公司营收或托管资产，旧咨询与新产品同主体链未核，攻击损失/市场金额同样不作收入。" } ], "reviews": [ @@ -60786,6 +61723,151 @@ "ENTTAG1-SPECIFIC-BENCH" ], "handling": "模型+harness结果不等裸模型普适能力，小样本/私有任务不能外推全部工作或独立公司能力排名；未申请数据或执行，估算运行成本和其他公司用户非Specific收入。" + }, + { + "id": "ENTTAG2-R-CLASS", + "type": "企业原标签池最后26项主营复核", + "company": "企业标签池最后26项", + "scope": "companies", + "companyIds": [ + "YC31272", + "YC31295", + "YC31404", + "YC31441", + "YC31444", + "YC31825", + "YC32135", + "YC32162", + "YC32223", + "YC32227", + "YC32256", + "YC33046", + "YC33047", + "YC33673", + "YC33674", + "YC33969", + "YC34896", + "YC35094", + "YC35096", + "YC35262", + "YC36180", + "YC36378" + ], + "summary": "本批26项已读，2保留C05、24移类；连同前26项，52标签池共10保留、42迁移，原89主营池成果保留。", + "evidenceIds": [ + "ENTTAG2-CAT-YC31272", + "ENTTAG2-CAT-YC31295", + "ENTTAG2-CAT-YC31404", + "ENTTAG2-CAT-YC31441", + "ENTTAG2-CAT-YC31444", + "ENTTAG2-CAT-YC31825", + "ENTTAG2-CAT-YC32135", + "ENTTAG2-CAT-YC32162", + "ENTTAG2-CAT-YC32223", + "ENTTAG2-CAT-YC32227", + "ENTTAG2-CAT-YC32256", + "ENTTAG2-CAT-YC33046", + "ENTTAG2-CAT-YC33047", + "ENTTAG2-CAT-YC33673", + "ENTTAG2-CAT-YC33674", + "ENTTAG2-CAT-YC33969", + "ENTTAG2-CAT-YC34896", + "ENTTAG2-CAT-YC35094", + "ENTTAG2-CAT-YC35096", + "ENTTAG2-CAT-YC35262", + "ENTTAG2-CAT-YC36180", + "ENTTAG2-CAT-YC36378", + "ENTTAG2-CARROT-HOME", + "ENTTAG2-CARROT-PRICE", + "ENTTAG2-USERLENS-HOME", + "ENTTAG2-ALCHEMIZE-ACCESS", + "ENTTAG2-TROPE-HOME", + "ENTTAG2-STUDIO-HOME", + "ENTTAG2-CONTEXT-HOME", + "ENTTAG2-DECA-HOME", + "ENTTAG2-CAUTION-HOME", + "ENTTAG2-CAUTION-PRICE", + "ENTTAG2-UFO-ACCESS", + "ENTTAG2-FARADAY-HOME", + "ENTTAG2-FORWARD-HOME", + "ENTTAG2-STACK-HOME", + "ENTTAG2-PERCEPTUAL-ACCESS", + "ENTTAG2-VEXO-HOME", + "ENTTAG2-SYNARA-HOME", + "ENTTAG2-USERLENS-CLIENT", + "ENTTAG2-CONTEXT-CLIENT", + "ENTTAG2-CAUTION-ASSETS" + ], + "handling": "客户运营、专业服务、计算/Agent设施、工程交付及消费硬件按现交付分开。Carrot成本管理、Userlens采用及旧CSM分期；Perceptual当前产品不明暂C00；Caution保留通用计算/旧业务链缺项。客户ARR、试点潜在价值、资产及示例排除收入。" + }, + { + "id": "ENTTAG2-R-TRACE", + "type": "终端Agent安全公开材料与试点收入边界", + "company": "Traceforce", + "scope": "companies", + "companyIds": [ + "YC32418" + ], + "summary": "MCP扫描器公开材料可读，但不等完整商业终端控制能力已验证；试点潜在ARR不计收入。", + "evidenceIds": [ + "ENTTAG2-CAT-YC32418", + "ENTTAG2-TRACE-HOME", + "ENTTAG2-TRACE-REPO", + "ENTTAG2-TRACE-LICENSE", + "ENTTAG2-TRACE-PILOTS" + ], + "handling": "未构建/执行/扫描/上传；Apache2根许可与完整商业许可分开。不同日期设备与营销阻断量不强合并，试点、用户、合同和确认收入保持区别。" + }, + { + "id": "ENTTAG2-R-EXEC", + "type": "Agent网关开源材料与云活跃成员收费", + "company": "Executor", + "scope": "companies", + "companyIds": [ + "YC32947" + ], + "summary": "公开集成/策略说明和MIT根许可可读，云Free/Team/Enterprise、local/selfhost分开。", + "evidenceIds": [ + "ENTTAG2-CAT-YC32947", + "ENTTAG2-EXEC-HOME", + "ENTTAG2-EXEC-PRICE", + "ENTTAG2-EXEC-REPO", + "ENTTAG2-EXEC-LICENSE", + "ENTTAG2-EXEC-LOCAL" + ], + "handling": "自身不运行AI；CLI持久服务及临时前台说明未实测。星标、npm/本地用户及前业务月活不归云付费；浏览器和电脑仍coming soon。" + }, + { + "id": "ENTTAG2-R-GLEN", + "type": "组织记忆厂商百PR重放的评测范围", + "company": "Glen", + "scope": "companies", + "companyIds": [ + "YC32226" + ], + "summary": "单工作区Codex5.5五次/组，时间回退记忆及保留测试为厂商披露方法，不独立于供应商。", + "evidenceIds": [ + "ENTTAG2-CAT-YC32226", + "ENTTAG2-GLEN-HOME", + "ENTTAG2-GLEN-BENCH" + ], + "handling": "未读取任务/轨迹或复现；29%token/21%时间节省不是通用性能排名/收入，组织使用不等付费。" + }, + { + "id": "ENTTAG2-R-VORELIOS", + "type": "行业物理模型供应商基准与工程交付边界", + "company": "Vorelios", + "scope": "companies", + "companyIds": [ + "YC35784" + ], + "summary": "当前航空流场模型定位明确，公开三基准的厂商结果及H100计时不等独立验证。", + "evidenceIds": [ + "ENTTAG2-CAT-YC35784", + "ENTTAG2-VORELIOS-HOME", + "ENTTAG2-VORELIOS-BENCH" + ], + "handling": "模型误差与完整工程正确性不同，首页全集2500与500保留集区分；自行训练基线/引用论文和同卡计时的边界保留，未读模型/执行或外推其他物理领域。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index df2a2ab..79221e3 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-enterprise-4", + "version": "2026-10-31-enterprise-5", "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": "原新增目录35条深化并保留发现来源；本快照基础项504条主营人工复核。原C05主营规则池89项已读：27保留、62迁移；另C05目录标签池52项中前26项已读：8保留、18迁移（行业8、开发4、模型3、Agent设施2、个人1），还余26。现Kestral项目协调、Playgent金融RL与旧沙盒/药房、Sennu泛化主营及旧销售/QA、Epicenter旧MIT/现AGPL和Cloud明文范围分别记录；Specific供应商私有基准不当独立评测。Bubble Lab月费加支付分成与客户会费/覆盖人数分开，Soren工程人工、Photonium专家及Automax持牌审核均属成本。客户资产、节省、示例财报不归收入。当前分支不含PR #34行业252、#35模型26、#36开发51项；整合保留各方追加记录与版本计数。全部公开来源、其他基础项及主体财务技术仍待核。", + "nextCheck": "原新增目录39条深化并保留发现来源；本快照基础项526条主营人工复核。原C05主营规则池89项已读27保留62迁移；另52目录标签池已读10保留42移类，合计141项主营复核37保留104移类，短简介和混合交付仍待核。Carrot现成本归因、Userlens采用与旧CSM、Trope零实施费且承担工程、Perceptual现视觉口号不足暂C00分别记录。Executor根MIT/Traceforce扫描器Apache2公开材料可读不等商业系统独立验证；Glen百PR及Vorelios物理三基准仅厂商自测。客户ARR/账单/pipeline、试点潜在ARR、资产与演示不归收入。Synara人工监控、Vexo可退款未发货硬件与模拟月费分开；Caution通用计算及旧Distrust主体链留缺。当前分支不含PR #34行业252、#35模型26、#36开发51项，整合保留各方追加与版本计数。全部公开来源、其他基础项及主体财务技术仍待核。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 52832de..d8e49ab 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-enterprise-4", + "sourceVersion": "2026-10-31-enterprise-5", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",