diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 8e595e5..52f6126 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ async function main() { assert.equal(researchResponse.status, 200, "authenticated research API"); assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store")); const research = await researchResponse.json(); - assert.equal(research.companies.length, 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); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 60741da..7d0f7c0 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,9 +123,9 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 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", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 68b34f9..8db9b36 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 9c06371..1b449b2 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-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", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 8fe4081..6914739 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-2", + "sourceVersion": "2026-11-01-sr007-followup-3", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",