Zayden-Jung/endorphin-tabularium-docs
1
1
Fork 0
Code Issues Pull Requests 1 Actions Packages Projects Releases Wiki Activity

Classify six SR007 companies and exclude projected revenue and client assets

Browse Source
This commit is contained in:
Codex Bot
2026-11-01 00:50:40 +08:00
parent b3fcb9ad3a
commit d52dac64e5
5 changed files with 696 additions and 43 deletions
Download Patch File Download Diff File Expand all files Collapse all files
apps/docs/scripts/auth-cli.ts
+3 -3
View File
@@ -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, 1212);
assert.equal(research.companies.length, 1218);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4722);
assert.equal(research.observations.length, 457);
assert.equal(research.evidence.length, 4742);
assert.equal(research.observations.length, 463);
assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
assert.equal(researchPage.status, 200);
apps/docs/tests/research.test.ts
+22 -9
View File
@@ -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, 1212);
assert.equal(initial.evidence.length, 4722);
assert.equal(initial.observations.length, 457);
assert.equal(initial.companies.length, 1218);
assert.equal(initial.evidence.length, 4742);
assert.equal(initial.observations.length, 463);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 4);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
@@ -169,7 +169,7 @@ 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, 223);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 226);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 49);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -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), 1212);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1218);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
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), 1133);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1139);
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"));
@@ -229,8 +229,8 @@ 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, 197);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 203);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 27);
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/);
@@ -510,6 +510,19 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
assert.ok(followup.every((item) => ["excluded", "adoption"].includes(item.selection) && !item.metric && !item.observedAt));
assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F2-")),
"contracted ARR and pipeline are not live ARR disclosures");
const thirdFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F3-"));
assert.equal(thirdFollowup.length, 6);
assert.equal(thirdFollowup.filter((item) => item.selection === "excluded").length, 3);
assert.equal(thirdFollowup.filter((item) => item.selection === "adoption").length, 3);
assert.ok(thirdFollowup.every((item) => !item.metric && !item.observedAt));
assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F3-")),
"projected ARR, connected customer assets and prospective contracts are not realized ARR");
assert.equal(snapshot.companies.find((item) => item.id === "AI121")!.cat, "C02",
"training data and environments are infrastructure rather than demonstrated foundation models");
const embrasure = snapshot.companies.find((item) => item.id === "AI122")!;
assert.equal(embrasure.technicalReview!.level, "public-artifact");
assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"),
"the public connector supports artifact availability, not independently reproduced warehouse performance");
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
@@ -539,7 +552,7 @@ 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, 177);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 171);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
content/research/ai-companies.seed.json
+667 -27
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-2",
"version": "2026-11-01-sr007-followup-3",
"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": [
@@ -38216,6 +38216,231 @@
"SR007F2-CUBE-HOME"
]
}
},
{
"id": "AI121",
"name": "Delightful AI",
"url": "https://delightfullabs.ai/",
"channel": "S14",
"cat": "C02",
"year": 2026,
"team": 4,
"location": "美国旧金山（投资方资料）",
"business": "面向科学与医疗模型训练的数据获取、专家评判和强化学习环境基础设施。",
"buyer": "前沿模型实验室及数据合作机构",
"delivery": "官网业务文章；实际合同/交付、数据许可和效果未独立核",
"notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。",
"cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核",
"teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知",
"price": "未取得价表，询价/项目边界待核",
"stage": "官网业务文章；实际合同/交付、数据许可和效果未独立核",
"sourceType": "投资方公司档案及官网/条款/公开制品",
"evidenceIds": [
"SR007F3-DELIGHTFUL-SR",
"SR007F3-DELIGHTFUL-HOME"
],
"revenueStatus": "unknown",
"businessModel": "训练数据及环境服务，许可、专家人力和环境制作成本需核，不按自研模型订阅认收入",
"entityBasis": "精确法人/独立注册和旧事业沿革待核",
"classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。",
"evidenceIds": [
"SR007F3-DELIGHTFUL-SR",
"SR007F3-DELIGHTFUL-HOME"
]
}
},
{
"id": "AI122",
"name": "Embrasure",
"url": "https://embrasure.ai/",
"channel": "S14",
"cat": "C02",
"year": 2026,
"team": 2,
"location": "美国旧金山（投资方资料）",
"business": "Agent数据仓库、数据连接与同步、分析工作流。",
"buyer": "企业数据及Agent应用团队",
"delivery": "仓库public beta/候补入口；Flow连接器公开beta，未运行",
"notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。",
"cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核",
"teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知",
"price": "USD每工作区月费49/249/749，额度预览；Enterprise询价，默认无自动超额费",
"stage": "仓库public beta/候补入口；Flow连接器公开beta，未运行",
"sourceType": "投资方公司档案及官网/条款/公开制品",
"evidenceIds": [
"SR007F3-EMBRASURE-SR",
"SR007F3-EMBRASURE-HOME",
"SR007F3-EMBRASURE-PRICE",
"SR007F3-EMBRASURE-TERMS",
"SR007F3-EMBRASURE-FLOW",
"SR007F3-EMBRASURE-SECURITY"
],
"revenueStatus": "unknown",
"businessModel": "工作区订阅包含存储/扫描/AI额度，企业可含工程师；候补价表非已实现MRR",
"entityBasis": "Deepslate Inc. DBA Embrasure自述，独立登记与品牌起点待核",
"classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类",
"technicalReview": {
"level": "public-artifact",
"reviewedAt": "2026-11-01",
"summary": "已读公开业务说明；Flow公开beta仓库存在、仅读README与范围；不代表托管Agent交付或厂商性能被独立复现。",
"evidenceIds": [
"SR007F3-EMBRASURE-SR",
"SR007F3-EMBRASURE-HOME",
"SR007F3-EMBRASURE-FLOW"
]
}
},
{
"id": "AI123",
"name": "Fictional",
"url": "https://fictional.ai/",
"channel": "S14",
"cat": "C09",
"year": 2025,
"team": 2,
"location": "美国旧金山（投资方资料）",
"business": "消费者AI角色互动、关系与多模态内容应用。",
"buyer": "消费者角色互动用户",
"delivery": "用户采用为投资方自报，官网仅品牌图；应用和当前购买交付未核",
"notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。",
"cohort": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核",
"teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知",
"price": "条款允许按计划收费/自动续订，当前金额与付费分母缺",
"stage": "用户采用为投资方自报，官网仅品牌图；应用和当前购买交付未核",
"sourceType": "投资方公司档案及官网/条款/公开制品",
"evidenceIds": [
"SR007F3-FICTIONAL-SR",
"SR007F3-FICTIONAL-HOME",
"SR007F3-FICTIONAL-TERMS"
],
"revenueStatus": "unknown",
"businessModel": "消费者订阅/内容应用，模型推理、图像语音成本及平台抽成待核",
"entityBasis": "PurpleSmart AI, Inc.运营者自述，品牌/主体和Pony旧事业边界待核",
"classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。",
"evidenceIds": [
"SR007F3-FICTIONAL-SR",
"SR007F3-FICTIONAL-HOME"
]
}
},
{
"id": "AI124",
"name": "Flip（fliptexts.com）",
"url": "https://fliptexts.com/",
"channel": "S14",
"cat": "C07",
"year": 2026,
"team": 3,
"location": "美国伯克利（投资方资料）",
"business": "iMessage个人财务AI助手，连接账户并在确认后处理敏感动作。",
"buyer": "个人财务管理用户",
"delivery": "邀请制beta；敏感支付/交易需确认，自营券商/银行产品仍coming soon",
"notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。",
"cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核",
"teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知",
"price": "原$25/月或$120/年，月试用3天、年试用12天，币种需核",
"stage": "邀请制beta；敏感支付/交易需确认，自营券商/银行产品仍coming soon",
"sourceType": "投资方公司档案及官网/条款/公开制品",
"evidenceIds": [
"SR007F3-FLIP-SR",
"SR007F3-FLIP-HOME",
"SR007F3-FLIP-TERMS",
"SR007F3-FLIP-LEGAL"
],
"revenueStatus": "unknown",
"businessModel": "消费者预付订阅，试用、促销补贴和第三方支付/数据成本需拆，连接资产非公司收入",
"entityBasis": "公开法律入口未明确精确法人，独立登记与品牌起点待核",
"classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。",
"evidenceIds": [
"SR007F3-FLIP-SR",
"SR007F3-FLIP-HOME"
]
}
},
{
"id": "AI125",
"name": "Galileo Space",
"url": "https://galileo-space.com/",
"channel": "S14",
"cat": "C10",
"year": 2025,
"team": 3,
"location": "美国洛杉矶（投资方资料）",
"business": "AI卫星数据与轨道信息服务的硬件及数据业务。",
"buyer": "政府及商业遥感数据客户",
"delivery": "地面演示/支持信和商业意向为自述；首合同评估、发射未来计划，时间线有待核标签",
"notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。",
"cohort": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核",
"teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知",
"price": "项目合同/数据产品报价未取得",
"stage": "地面演示/支持信和商业意向为自述；首合同评估、发射未来计划，时间线有待核标签",
"sourceType": "投资方公司档案及官网/条款/公开制品",
"evidenceIds": [
"SR007F3-GALILEO-SR",
"SR007F3-GALILEO-HOME"
],
"revenueStatus": "unknown",
"businessModel": "卫星硬件研发/任务与数据服务需拆，LOI/开发中合同不是经常性净收入",
"entityBasis": "精确法人/独立登记及合同授予缺，不展开军事技术实施",
"classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。",
"evidenceIds": [
"SR007F3-GALILEO-SR",
"SR007F3-GALILEO-HOME"
]
}
},
{
"id": "AI126",
"name": "Harbor AI",
"url": "https://harborops.ai/",
"channel": "S14",
"cat": "C02",
"year": 2026,
"team": 2,
"location": "美国旧金山（投资方资料）",
"business": "GPU集群监测、诊断与批准式修复，并提供跨供应商算力询价。",
"buyer": "GPU运营商及运行专用GPU的AI团队",
"delivery": "官网演示和询价，实际装机/客户付费未核；自动运行需与审批配置对应",
"notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。",
"cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核",
"teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知",
"price": "运维费未公开；算力小时示例不明单台/每GPU及币种，需询价",
"stage": "官网演示和询价，实际装机/客户付费未核；自动运行需与审批配置对应",
"sourceType": "投资方公司档案及官网/条款/公开制品",
"evidenceIds": [
"SR007F3-HARBOR-SR",
"SR007F3-HARBOR-HOME",
"SR007F3-HARBOR-TERMS"
],
"revenueStatus": "unknown",
"businessModel": "运维软件与算力转售/撮合拆分，净软件费、资源成本、人工及动作权限待核",
"entityBasis": "网站自述Harbor AI，精确法人/登记和供应商合同待核",
"classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。",
"evidenceIds": [
"SR007F3-HARBOR-SR",
"SR007F3-HARBOR-HOME"
]
}
}
],
"observations": [
@@ -45392,6 +45617,96 @@
"reason": "用户/周活增长与开始变现说法不等已实现收入，不继承Kosmik旧规模或融资",
"bound": "≥",
"comparisonGroup": null
},
{
"id": "SR007F3-O-DELIGHTFUL-PROJECTED",
"company": "AI121",
"name": "Delightful AI",
"kind": "预计ARR",
"value": 1000000,
"unit": "原文$，币种待核",
"timing": "一个月预计，具体业务截至日及归属待核",
"evidence": "SR007F3-DELIGHTFUL-SR",
"scope": "业务自述，非可比公司收入",
"selection": "excluded",
"reason": "projected是预测，非已实现ARR，创始人简介归属需核",
"bound": ">",
"comparisonGroup": null
},
{
"id": "SR007F3-O-FICTIONAL-USERS",
"company": "AI123",
"name": "Fictional",
"kind": "用户采用自述",
"value": 1300000,
"unit": "用户",
"timing": "投资方读取时自述，具体业务截至日未知",
"evidence": "SR007F3-FICTIONAL-SR",
"scope": "业务自述，非可比公司收入",
"selection": "adoption",
"reason": "用户非付费人数，不继承Pony旧生成规模",
"bound": ">",
"comparisonGroup": null
},
{
"id": "SR007F3-O-FLIP-ASSETS",
"company": "AI124",
"name": "Flip",
"kind": "用户连接账户资产",
"value": 57000000,
"unit": "原文$，币种待核",
"timing": "上线2.5周后自述，具体截至日未知",
"evidence": "SR007F3-FLIP-SR",
"scope": "业务自述，非可比公司收入",
"selection": "excluded",
"reason": "客户账户金额非公司收入、并非管理资产或托管证明",
"bound": "≥",
"comparisonGroup": null
},
{
"id": "SR007F3-O-FLIP-USERS",
"company": "AI124",
"name": "Flip",
"kind": "用户采用自述",
"value": 2200,
"unit": "用户",
"timing": "上线2.5周后自述，具体截至日未知",
"evidence": "SR007F3-FLIP-SR",
"scope": "业务自述，非可比公司收入",
"selection": "adoption",
"reason": "产品用户不等付费用户，未见付费分母",
"bound": ">",
"comparisonGroup": null
},
{
"id": "SR007F3-O-FLIP-WAITLIST",
"company": "AI124",
"name": "Flip",
"kind": "候补人数",
"value": 74000,
"unit": "人",
"timing": "自述候补规模，具体截至日未知",
"evidence": "SR007F3-FLIP-SR",
"scope": "业务自述，非可比公司收入",
"selection": "adoption",
"reason": "候补非活跃/付费用户，不能乘价表估ARR",
"bound": "≥",
"comparisonGroup": null
},
{
"id": "SR007F3-O-GALILEO-CONTRACT",
"company": "AI125",
"name": "Galileo Space",
"kind": "开发中合同",
"value": 1250000,
"unit": "原文$，币种待核",
"timing": "档案自述2026年9月，非精确财务截至日",
"evidence": "SR007F3-GALILEO-SR",
"scope": "业务自述，非可比公司收入",
"selection": "excluded",
"reason": "首合同开发/评估中，非已授予履约、回款或经常性收入",
"bound": "=",
"comparisonGroup": null
}
],
"evidence": [
@@ -97336,6 +97651,226 @@
"kind": "投资方公司档案及官网/条款复核",
"summary": "法律页自述Collaborators Inc. Delaware运营三个品牌，并说明各产品收费/生命周期区分。",
"limitation": "独立注册与旧Collaborator沿革未核，不拆三家公司或继承创始人旧Kosmik融资；注册地址非实际办公地。"
},
{
"id": "SR007F3-DELIGHTFUL-SR",
"companyId": "AI121",
"title": "Delightful2026与预计ARR",
"url": "https://speedrun.a16z.com/companies/delightful-ai",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "投资方列2026成立、4人、旧金山；提供科学/医疗训练环境，创始人简介说一个月预计ARR超过原$1M。",
"limitation": "projected非已实现收入，且简介业绩归属与具体截至日/币种待核；不能直接按模型训练公司认自研基础模型。"
},
{
"id": "SR007F3-DELIGHTFUL-HOME",
"companyId": "AI121",
"title": "Delightful训练数据与环境业务",
"url": "https://delightfullabs.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "署名2026年10月的官网文章描述数据获取/许可、专家评判与RL环境交付给模型实验室。",
"limitation": "只读业务方法，自述隐私、质量审核和训练效果未独立验证；无公开费率/合同，不提供医疗或实验操作建议。"
},
{
"id": "SR007F3-EMBRASURE-SR",
"companyId": "AI122",
"title": "Embrasure2026与Agent数据仓库",
"url": "https://speedrun.a16z.com/companies/embrasure",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "投资方列2026成立、2人、旧金山，Agent数据仓库及数据管线。",
"limitation": "前雇主规模、exabyte能力宣传非当前客户量或独立验证；财务未公开。"
},
{
"id": "SR007F3-EMBRASURE-HOME",
"companyId": "AI122",
"title": "Embrasure候补入口与自测基准",
"url": "https://embrasure.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "官网仓库候补、TraceDB自测及公开Flow链接，7.8倍速度来自特定合成数据的录制回放，Snowflake跨区。",
"limitation": "界面事件/用户量是演示数据，不当客户采用；特定硬件、缓存和跨区配置不可外推通用优势，未运行查询。"
},
{
"id": "SR007F3-EMBRASURE-PRICE",
"companyId": "AI122",
"title": "Embrasure工作区月费预览",
"url": "https://embrasure.ai/pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "明确USD每工作区：Free0、Starter49、Growth249、Scale749/月，包含数据源/存储/扫描/AI额度；入口为候补/演示。",
"limitation": "usage allowance preview，无自动超额费；价表不证明可直接购买、付费客户或MRR，Enterprise可含专属数据工程师。"
},
{
"id": "SR007F3-EMBRASURE-TERMS",
"companyId": "AI122",
"title": "Embrasure主体与公测合同",
"url": "https://embrasure.ai/terms",
"publishedAt": "2026-10-09",
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "自述Deepslate Inc. DBA Embrasure；public beta、访问可审核，月预付USD，订单/MSA优先，默认无SLA。",
"limitation": "条款不证明付费合同已履行或公司独立登记；托管存储、AI额度、企业人工成本需拆。"
},
{
"id": "SR007F3-EMBRASURE-FLOW",
"companyId": "AI122",
"title": "Embrasure Flow公开beta仓库",
"url": "https://github.com/EmbrasureAI/flow",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "从官网反链读取README：Rust写的Postgres至Iceberg复制服务，beta，有公开文件、测试范围与限制。",
"limitation": "只验证公开制品存在并读说明，未克隆/安装/构建/执行；不证明托管Agent产品交付或其自测性能可独立复现。"
},
{
"id": "SR007F3-EMBRASURE-SECURITY",
"companyId": "AI122",
"title": "Embrasure认证和权限边界",
"url": "https://embrasure.ai/security",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "官网明确SOC2 Type2 in progress；查询采用配置的服务账户，非自动继承每个人仓库权限。",
"limitation": "进行中不是认证已取得；安全、权限与数据处置为厂商自述，未审计，不因有开源连接器提升独立验证等级。"
},
{
"id": "SR007F3-FICTIONAL-SR",
"companyId": "AI123",
"title": "Fictional2025及角色应用采用",
"url": "https://speedrun.a16z.com/companies/fictional",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "投资方列2025成立、2人、旧金山，角色关系应用，用户超过130万、会话1.4小时自述。",
"limitation": "用户/时长非付费人数或收入；创始人Pony模型旧生成量、Google等履历不归Fictional技术或财务。"
},
{
"id": "SR007F3-FICTIONAL-HOME",
"companyId": "AI123",
"title": "Fictional官网正文范围",
"url": "https://fictional.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "当前可读首页只有品牌图及条款/隐私链接。",
"limitation": "未取得当前应用商店价表/产品交付正文，不推停止服务或访问收费，不把投资方用户量当产品试用核验。"
},
{
"id": "SR007F3-FICTIONAL-TERMS",
"companyId": "AI123",
"title": "Fictional运营者及订阅条款",
"url": "https://fictional.ai/terms-of-use",
"publishedAt": "2025-05-22",
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "条款自述PurpleSmart AI, Inc.运营Fictional，按所选计划收费、可有自动续订，未列当前金额。",
"limitation": "品牌/公司/创始人旧Pony沿革需独立核；条款日期非成立证明，订阅机制不等已付费或ARR。"
},
{
"id": "SR007F3-FLIP-SR",
"companyId": "AI124",
"title": "Flip2026与客户连接资产",
"url": "https://speedrun.a16z.com/companies/flip",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "投资方列2026成立、3人、伯克利，个人财务AI；74000候补、2200+用户，连接账户原$5700万。",
"limitation": "客户账户余额不是管理资产证明或公司收入，用户/候补不等付费；创始人旧项目估值/交易量不迁本公司。"
},
{
"id": "SR007F3-FLIP-HOME",
"companyId": "AI124",
"title": "Flip邀请制与订阅价格",
"url": "https://fliptexts.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "官网邀请beta，原$25/月或$120/年及不同试用期；支付/交易需FaceID确认，券商/银行产品coming soon。",
"limitation": "首页0数值/账户余额与推荐语是展示，未验证效果；连接资产、融资140万及客户收益不当收入，Plaid认证不是Flip认证。"
},
{
"id": "SR007F3-FLIP-TERMS",
"companyId": "AI124",
"title": "Flip预付订阅和促销支出",
"url": "https://fliptexts.com/terms",
"publishedAt": "2026-09-19",
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "条款有月/年预付续订、试用、取消；支付和信用数据由第三方提供，并可向合资格用户发促销补贴。",
"limitation": "试用注册不等付费，年费预收需分摊且促销获客支出影响单位经济；未连接账户、提交信息或执行金融交易。"
},
{
"id": "SR007F3-FLIP-LEGAL",
"companyId": "AI124",
"title": "Flip法律入口缺精确主体",
"url": "https://fliptexts.com/legal",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "法律入口只有隐私/条款/安全/联系导航，未明确可独立登记的法人名称。",
"limitation": "条款适用地不当注册地；后续核法人/品牌起点及净订阅，仅读业务不提供投资建议。"
},
{
"id": "SR007F3-GALILEO-SR",
"companyId": "AI125",
"title": "Galileo2025、意向及开发中合同",
"url": "https://speedrun.a16z.com/companies/galileo-space",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "投资方列2025成立、3人、洛杉矶，AI卫星数据服务；2026年9月自述支持信3、商业LOI6，首份原$125万合同开发中。",
"limitation": "支持信/LOI/开发中合同非已签订履约、回款或ARR；只记商业阶段，不收录军事系统实施细节。"
},
{
"id": "SR007F3-GALILEO-HOME",
"companyId": "AI125",
"title": "Galileo合同评估与时间线缺项",
"url": "https://galileo-space.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "官网称首合同在评估、载荷/发射在计划中，发射槽2027Q4/2028Q1；另2027阶段却标部分complete。",
"limitation": "未来时间线与完成标签需核，不能认已入轨/成熟交付；仅商业研究，不验证军事效果，不展开系统设计。"
},
{
"id": "SR007F3-HARBOR-SR",
"companyId": "AI126",
"title": "Harbor2026与经批准GPU运维",
"url": "https://speedrun.a16z.com/companies/harbor-ai",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "投资方列2026成立、2人、旧金山，为GPU工作负载诊断，获批准后修复并检查性能恢复。",
"limitation": "长期调度愿景与当前批准式运维分开；前雇主GPU规模、算力租赁不作自身规模或收入。"
},
{
"id": "SR007F3-HARBOR-HOME",
"companyId": "AI126",
"title": "Harbor运维软件与算力撮合并列",
"url": "https://harborops.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "官网同时提供GPU运维及跨供应商专用H100询价；工程师可批准/修改动作，另可允许自动运行。",
"limitation": "界面1248节点、96%提速和小时报价未独立核，不当实际客户量/收入；小时单价计费分母、币种和撮合净费待核。"
},
{
"id": "SR007F3-HARBOR-TERMS",
"companyId": "AI126",
"title": "Harbor网站条款非资源订单",
"url": "https://harborops.ai/legal/terms-conditions",
"publishedAt": "2026-03-28",
"accessedAt": "2026-11-01",
"kind": "投资方公司档案及官网/公开制品复核",
"summary": "网站条款使用Harbor AI名称，没有具体订阅价、算力订单/SLA或精确独立注册信息。",
"limitation": "一般条款不补商业合同；软件净费、资源转售/撮合总额、供应商成本和人工成本需拆，不按算力GMV认SaaS MRR。"
}
],
"reviews": [
@@ -106464,6 +106999,85 @@
"SR007F2-COHERENCE-TERMS"
],
"handling": "不把当前人工指导按AI软件公司收入计，不迁旧公司/前雇主业绩或年底目标。网站说明非医疗服务及需另行协议，套餐/检测/教练成本须拆，未评估疗效、不提供医疗建议或将宣传当验证。"
},
{
"id": "SR007F3-R-DELIVERY",
"type": "训练环境、数据仓库与垂直应用交付分类",
"company": "Delightful AI、Embrasure、Fictional、Flip、Galileo Space、Harbor AI",
"companyIds": [
"AI121",
"AI122",
"AI123",
"AI124",
"AI125",
"AI126"
],
"scope": "companies",
"summary": "六个独立档案确认2025/2026自报成立；训练环境归基础设施，Embrasure开源连接器与托管仓库候补分开，消费者角色/金融与实体业务各归类。",
"evidenceIds": [
"SR007F3-DELIGHTFUL-SR",
"SR007F3-DELIGHTFUL-HOME",
"SR007F3-EMBRASURE-SR",
"SR007F3-EMBRASURE-HOME",
"SR007F3-EMBRASURE-PRICE",
"SR007F3-EMBRASURE-TERMS",
"SR007F3-EMBRASURE-FLOW",
"SR007F3-EMBRASURE-SECURITY",
"SR007F3-FICTIONAL-SR",
"SR007F3-FICTIONAL-HOME",
"SR007F3-FICTIONAL-TERMS",
"SR007F3-FLIP-SR",
"SR007F3-FLIP-HOME",
"SR007F3-FLIP-TERMS",
"SR007F3-FLIP-LEGAL",
"SR007F3-GALILEO-SR",
"SR007F3-GALILEO-HOME",
"SR007F3-HARBOR-SR",
"SR007F3-HARBOR-HOME",
"SR007F3-HARBOR-TERMS"
],
"handling": "Fictional运营者PurpleSmart与旧Pony沿革缺；Embrasure为Deepslate DBA自述、SOC2进行中，公开Flow beta只到public-artifact，录制基准及用户量非独立效果/客户。未执行外部代码或产品。"
},
{
"id": "SR007F3-R-FINANCE",
"type": "预计ARR、客户资产与意向合同排除",
"company": "Delightful AI、Fictional、Flip、Galileo Space",
"companyIds": [
"AI121",
"AI123",
"AI124",
"AI125"
],
"scope": "companies",
"summary": "新增3排除和3采用：预计百万ARR、客户5700万账户金额、开发中125万合同均排除；Fictional用户及Flip用户/候补仅采用，不新增可比收入。",
"evidenceIds": [
"SR007F3-DELIGHTFUL-SR",
"SR007F3-FICTIONAL-SR",
"SR007F3-FLIP-SR",
"SR007F3-GALILEO-SR",
"SR007F3-FLIP-HOME",
"SR007F3-FLIP-TERMS"
],
"handling": "试用与年预收、促销补贴和净费需拆，不能乘候补/用户/价表估ARR；原$币种与精确日历日缺，不推财务造假概率或提供投资建议。"
},
{
"id": "SR007F3-R-STAGE",
"type": "未来时间线及运维/资源净额边界",
"company": "Galileo Space、Harbor AI",
"companyIds": [
"AI125",
"AI126"
],
"scope": "companies",
"summary": "Galileo未来发射阶段部分标完成，需要核对实物交付；Harbor运维软件与跨供应商算力撮合是不同收费与成本边界。",
"evidenceIds": [
"SR007F3-GALILEO-SR",
"SR007F3-GALILEO-HOME",
"SR007F3-HARBOR-SR",
"SR007F3-HARBOR-HOME",
"SR007F3-HARBOR-TERMS"
],
"handling": "不认已入轨或意向授予；Harbor示例GPU数、效率和报价不当实收，需拆批准权限、软件净费/资源转售与人力。只研究商业，不展开军事设计或实际调度GPU。"
}
],
"coverage": {
@@ -119584,7 +120198,7 @@
"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30关联（17复用、13本系列新增）、47成立/主体待核、2AI主营待核；本系列新补读16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36关联（17复用、19本系列新增）、41成立/主体待核、2AI主营待核；本系列新补读22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。",
"complete": false,
"records": [
{
@@ -119958,14 +120572,17 @@
"id": "SR007R-C24",
"name": "Delightful AI",
"url": "https://speedrun.a16z.com/companies/delightful-ai",
"categoryId": "C01",
"categoryId": "C02",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F3-DELIGHTFUL-SR",
"SR007F3-DELIGHTFUL-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": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；官网业务文章；实际合同/交付、数据许可和效果未独立核。财务及技术证据缺项见公司明细。",
"companyId": "AI121"
},
{
"id": "SR007R-C25",
@@ -120003,12 +120620,19 @@
"url": "https://speedrun.a16z.com/companies/embrasure",
"categoryId": "C02",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F3-EMBRASURE-SR",
"SR007F3-EMBRASURE-HOME",
"SR007F3-EMBRASURE-PRICE",
"SR007F3-EMBRASURE-TERMS",
"SR007F3-EMBRASURE-FLOW",
"SR007F3-EMBRASURE-SECURITY"
],
"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": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；仓库public beta/候补入口；Flow连接器公开beta，未运行。财务及技术证据缺项见公司明细。",
"companyId": "AI122"
},
{
"id": "SR007R-C28",
@@ -120016,12 +120640,16 @@
"url": "https://speedrun.a16z.com/companies/fictional",
"categoryId": "C09",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F3-FICTIONAL-SR",
"SR007F3-FICTIONAL-HOME",
"SR007F3-FICTIONAL-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": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核；用户采用为投资方自报，官网仅品牌图；应用和当前购买交付未核。财务及技术证据缺项见公司明细。",
"companyId": "AI123"
},
{
"id": "SR007R-C29",
@@ -120029,12 +120657,17 @@
"url": "https://speedrun.a16z.com/companies/flip",
"categoryId": "C07",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F3-FLIP-SR",
"SR007F3-FLIP-HOME",
"SR007F3-FLIP-TERMS",
"SR007F3-FLIP-LEGAL"
],
"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": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；邀请制beta；敏感支付/交易需确认，自营券商/银行产品仍coming soon。财务及技术证据缺项见公司明细。",
"companyId": "AI124"
},
{
"id": "SR007R-C30",
@@ -120042,12 +120675,15 @@
"url": "https://speedrun.a16z.com/companies/galileo-space",
"categoryId": "C10",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F3-GALILEO-SR",
"SR007F3-GALILEO-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": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核；地面演示/支持信和商业意向为自述；首合同评估、发射未来计划，时间线有待核标签。财务及技术证据缺项见公司明细。",
"companyId": "AI125"
},
{
"id": "SR007R-C31",
@@ -120055,12 +120691,16 @@
"url": "https://speedrun.a16z.com/companies/harbor-ai",
"categoryId": "C02",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F3-HARBOR-SR",
"SR007F3-HARBOR-HOME",
"SR007F3-HARBOR-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": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；官网演示和询价，实际装机/客户付费未核；自动运行需与审批配置对应。财务及技术证据缺项见公司明细。",
"companyId": "AI126"
},
{
"id": "SR007R-C32",
content/research/ai-companies.sources.json
+3 -3
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-2",
"version": "2026-11-01-sr007-followup-3",
"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": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记30关联（17复用、13本系列新增）/47主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。",
"nextCheck": "先补SR007剩余47条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。",
"boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记36关联（17复用、19本系列新增）/41主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。 再补Delightful/Embrasure/Fictional/Flip/Galileo/Harbor六家，训练环境与基础模型、Flow公开制品与托管候补、订阅与客户资产/意向/预计ARR、运维与算力净费分列，新增3排除/3采用，无可比收入。",
"nextCheck": "先补SR007剩余41条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。 Delightful预测归属/数据许可成本、Embrasure候补转付费和独立基准、Fictional主体沿革/付费分母、Flip补贴后净费/法人、Galileo合同授予和未来时间线、Harbor资源合同净额继续缺。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
content/research/ai-income-analysis.json
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr007-followup-2",
"sourceVersion": "2026-11-01-sr007-followup-3",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",