From d588f2e1fb756c5f1919a608593be83495d1c77c Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 23:49:14 +0800 Subject: [PATCH] Review remaining robotics classifications and pilot contract boundaries --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 14 +- content/research/ai-companies.seed.json | 1323 +++++++++++++++----- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1058 insertions(+), 289 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index c22fe58..701e5b9 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, 1711); - assert.equal(research.observations.length, 230); + assert.equal(research.evidence.length, 1760); + assert.equal(research.observations.length, 231); 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 4cc015c..0190544 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, 1711); - assert.equal(initial.observations.length, 230); + assert.equal(initial.evidence.length, 1760); + assert.equal(initial.observations.length, 231); 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, 105); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 107); 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")!; @@ -101,7 +101,7 @@ 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, 52); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 53); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 8); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -144,6 +144,12 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", ( const waitlist = snapshot.observations.find((o) => o.id === "SR25-O-OMI-WAITLIST")!; assert.equal(waitlist.selection, "excluded", "waitlist conversions are not paid recurring revenue"); assert.equal(snapshot.companies.find((c) => c.id === waitlist.company)?.revenueStatus, "unknown"); + const fishPilot = snapshot.observations.find((o) => o.id === "OCTAPULSE-O-CONTRACT")!; + assert.equal(fishPilot.selection, "excluded", "a paid pilot or annual contract does not establish recognized recurring revenue"); + assert.equal(snapshot.companies.find((c) => c.id === fishPilot.company)?.revenueStatus, "unknown"); + assert.equal(fishPilot.comparisonGroup, null); + assert.notEqual(fishPilot.unit, "USD", "six-figure wording does not establish the currency"); + assert.ok(!fishPilot.metric && !fishPilot.observedAt, "the publication date is not the financial reporting date"); const cedar = snapshot.observations.filter((o) => o.company === "AI102"); assert.ok(cedar.every((o) => o.selection !== "signal" && o.comparisonGroup === null), "closed and contracted amounts without recognition or period do not establish ARR"); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index aa64c46..f394da5 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-software-classification-1", + "version": "2026-10-30-robotics-remainder-1", "asOf": "2026-10-30", "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": [ @@ -3823,28 +3823,30 @@ "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：A dual-arm robot built for physical 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": "制造面向真实任务的轮式双臂机器人Axol。", + "buyer": "机器人开发者、研究及实体作业团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体机器人；Almond与同页Axol产品对应，不新增公司。此前工厂部署经验不等当前设备销量、可靠性验证或收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30430" + "YC-E-30430", + "C10-FULL-YC30430" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：制造面向真实任务的轮式双臂机器人Axol。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hardware", "Robotics", "Manufacturing", "Automation", "AI" - ] + ], + "businessModel": "机器人硬件与部署支持；设备、保修和软件收费待拆" }, { "id": "YC30431", @@ -3942,27 +3944,29 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：AI-powered robotics for scientific lab automation.", - "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": "把实验说明转为机器人动作，在既有科学实验室执行工作流。", + "buyer": "科学实验室及研究机构", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实验室机器人交付；自然语言生成代码是操作方式，不按编程标签归通用编码工具。部署和自主性自述未核，实验数据不直接当主营数据销售。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30434" + "YC-E-30434", + "C10-FULL-YC30434" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：把实验说明转为机器人动作，在既有科学实验室执行工作流。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotic Process Automation", "Robotics", "Automation", "AI" - ] + ], + "businessModel": "实验室机器人系统、控制软件及部署；设备、服务和订阅合同未核" }, { "id": "YC30435", @@ -5078,28 +5082,30 @@ "year": 2025, "team": 2, "location": "Boston", - "business": "公司简介：Robots for the inspection and maintenance of data centers", - "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": "部署移动操作机器人，执行数据中心巡检、维护及远程现场操作。", + "buyer": "数据中心运营及维护团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人应用；客户产业是数据中心，不等提供云算力。客户节省保险费和SLA损失不是Boost收入，远程人工与自主操作比例待核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30509" + "YC-E-30509", + "C10-FULL-YC30509" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：部署移动操作机器人，执行数据中心巡检、维护及远程现场操作。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Hardware", "Robotics", "Infrastructure", "AI" - ] + ], + "businessModel": "机器人系统与巡检维护服务；设备、工时及持续服务合同待核" }, { "id": "YC30510", @@ -5154,22 +5160,24 @@ "year": 2025, "team": 2, "location": "Boston", - "business": "公司简介：Gearless robot joints for better embodied 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": "为机器人研发提供无减速器关节及机械臂。", + "buyer": "机器人开发者及AI研究实验室", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人部件；旧Navrim入门机械臂发布与现高转矩关节定位分开，200标价不是当前全部产品价或已实现收入，仿真迁移效果未独立核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30511" + "YC-E-30511", + "C10-FULL-YC30511" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：为机器人研发提供无减速器关节及机械臂。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", + "directoryTags": [], + "businessModel": "机器人关节/机械臂硬件；设备与配套控制软件收费待拆" }, { "id": "YC30515", @@ -6391,22 +6399,24 @@ "year": 2025, "team": 8, "location": "San Francisco", - "business": "公司简介：AI models that teach robots new skills in hours", - "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": "结合学习控制模型与机械臂部署，为实体作业学习新技能。", + "buyer": "需要可重配置机器人作业的企业", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体交付；自研控制模型是机器人系统组成，按小时付费不等纯软件订阅。客户使用及几小时学会技能仅自述，无金额或独立性能验证。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30624" + "YC-E-30624", + "C10-FULL-YC30624" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：结合学习控制模型与机械臂部署，为实体作业学习新技能。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", + "directoryTags": [], + "businessModel": "机器人部署及按小时使用服务；硬件、人工支持和用量合同待核" }, { "id": "YC30625", @@ -7200,28 +7210,30 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Robots, parts & RL envs & evals - delivered in 48 hrs / pickup in SF.", - "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": "供应机器人及零件，并支持遥操作数据采集、RL环境和生产部署。", + "buyer": "机器人研究、工业运营及活动团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人硬件主营；DeepAware与Robotics Center品牌沿革注明。简介48/72小时交货表述不一，旧数据中心节能产品不当现主营或收入，实际库存和交货未核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30662" + "YC-E-30662", + "C10-FULL-YC30662" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：供应机器人及零件，并支持遥操作数据采集、RL环境和生产部署。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Machine Learning", "Robotics", "Supply Chain", "Data Engineering", "AI" - ] + ], + "businessModel": "机器人/部件销售加数据与部署服务；分项收入和成本待拆" }, { "id": "YC30663", @@ -8104,26 +8116,28 @@ "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：Next generation robot deployer", - "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": "部署机器人执行工业巡检和安保，并利用部署数据训练控制智能。", + "buyer": "工业巡检与安全运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人部署；同页旧Riff音乐编辑器发布另列沿革，不把音乐应用用户或旧定位转到机器人收入，现实际合同与自主程度待核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30703" + "YC-E-30703", + "C10-FULL-YC30703" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：部署机器人执行工业巡检和安保，并利用部署数据训练控制智能。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "B2B", "AI" - ] + ], + "businessModel": "机器人部署及实体作业服务；设备、人工及持续收费待核" }, { "id": "YC30707", @@ -8221,25 +8235,28 @@ "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：deploying the first billion robots for manufacturing", - "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": "设计、构建并部署可配置的制造机器人工作单元。", + "buyer": "中小制造及高混合生产团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "YC长简介为空，relling.co跳转现官网补产品；第一十亿机器人是愿景。六周及节省成本是代表性自述，不作已交付数量、审计毛利或收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30712" + "YC-E-30712", + "C10-FULL-YC30712", + "C10-CURRENT-HOME-YC30712" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：设计、构建并部署可配置的制造机器人工作单元。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "AI" - ] + ], + "businessModel": "交钥匙机器人工作单元与集成服务；设备、验收及维护合同待拆" }, { "id": "YC30715", @@ -8559,27 +8576,29 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Affordable, intelligent humanoid robots built to deploy 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": "制造移动人形机器人，并结合视频动作模型和部署反馈执行实体任务。", + "buyer": "酒店、实验室及其他实体作业团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人系统；数据小时是训练输入，不直接当数据销售收入。旧发布预售与秋季交货计划、现简介已部署叙述分开，标价不等销量或实收。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30728" + "YC-E-30728", + "C10-FULL-YC30728" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：制造移动人形机器人，并结合视频动作模型和部署反馈执行实体任务。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hardware", "Robotics", "B2B", "AI" - ] + ], + "businessModel": "机器人硬件、控制系统与部署支持；预订、设备和服务费用待拆" }, { "id": "YC30730", @@ -11431,27 +11450,29 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Robots to build civilization", - "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": "研发从示范学习的通用机器人，用于设备装配、安装及维护。", + "buyer": "AI基础设施及实体设备运维团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体机器人；现简介首次部署计划2027年初，不能当2026已交付。旧Thesis AI研究发布及Sphere估值/支付量不归当前机器人收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30928" + "YC-E-30928", + "C10-FULL-YC30928" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：研发从示范学习的通用机器人，用于设备装配、安装及维护。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Machine Learning", "Robotics", "AI" - ] + ], + "businessModel": "机器人系统研发与部署；设备/作业服务模式待核" }, { "id": "YC30929", @@ -11489,30 +11510,32 @@ "id": "YC30930", "name": "Cortex AI", "url": "https://www.ycombinator.com/companies/cortex-ai", - "cat": "C10", + "cat": "C02", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Large-scale real-world robot & human data for embodied 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": "采集真实工作场景的人类第一视角、机器人轨迹和恢复操作数据，供模型研发。", + "buyer": "机器人基础模型及通用机器人研发团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移训练数据设施；场地收取报酬不是Cortex收入，Carousell估值是创始人旧公司业绩，数据权利、客户及实际交付未独立核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30930" + "YC-E-30930", + "C10-FULL-YC30930" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：采集真实工作场景的人类第一视角、机器人轨迹和恢复操作数据，供模型研发。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Reinforcement Learning", "Robotics", "AI" - ] + ], + "businessModel": "机器人训练数据采集、许可与场地撮合；参与方分账待核" }, { "id": "YC30931", @@ -11727,25 +11750,28 @@ "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：General Purpose Robots", - "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": "研发可执行不安全、重复或枯燥任务的开放源码通用机器人。", + "buyer": "通用机器人研究及实体作业团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "按当前简介暂保留机器人研究；旧Spatial AI数据集发布单列，不直接当现主营。官网未取得可读正文，开源、量产、合同和自主性未独立核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30947" + "YC-E-30947", + "C10-FULL-YC30947", + "C10-CURRENT-HOME-YC30947" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：研发可执行不安全、重复或枯燥任务的开放源码通用机器人。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "AI" - ] + ], + "businessModel": "机器人研发；硬件、模型和开源商业边界未披露" }, { "id": "YC30948", @@ -12292,28 +12318,30 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Robots with soul", - "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": "为现有机器人接入语音、交互及动作控制，使用户自然语言配置行为。", + "buyer": "机器人制造商、集成商及机器人使用团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人控制系统，未视为自造硬件。与Unitree等合作、情绪智能和完全自主均自述，产品舞台演示不等持续客户收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30987" + "YC-E-30987", + "C10-FULL-YC30987" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：为现有机器人接入语音、交互及动作控制，使用户自然语言配置行为。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Hardware", "Robotics", "Design", "Conversational AI" - ] + ], + "businessModel": "机器人控制/交互软件与部署；许可、设备捆绑和支持费未核" }, { "id": "YC30989", @@ -12354,26 +12382,28 @@ "year": 2025, "team": 1, "location": "San Francisco", - "business": "公司简介：A robotics intelligence system for metal fabrication", - "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": "为工业机械臂提供视觉感知和控制系统，先从焊接自动化切入。", + "buyer": "金属制造及工业生产团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人应用；全流程把原材变成零件是路线图，不当已实现所有制造任务。客户返工、人工成本及盈利压力不是公司收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-30991" + "YC-E-30991", + "C10-FULL-YC30991" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：为工业机械臂提供视觉感知和控制系统，先从焊接自动化切入。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotic Process Automation", "Robotics", "Industrial" - ] + ], + "businessModel": "机器人焊接/加工系统与集成；设备、软件及作业收费待拆" }, { "id": "YC30993", @@ -13931,26 +13961,41 @@ "id": "YC31141", "name": "OctaPulse", "url": "https://www.ycombinator.com/companies/octapulse", - "cat": "C10", + "cat": "C07", "year": 2025, "team": 2, "location": "Frisco, TX", - "business": "公司简介：OctaPulse builds computer vision and robotics for fish farms and…", - "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": "为鱼场及水产加工提供逐鱼表型测量与视觉数字孪生，机器人单元另在试点选址。", + "buyer": "水产养殖、育种及加工企业", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移当前水产专业应用。六位数年合同与付费试点描述的覆盖关系未核，不等已确认收入或ARR；当前机器人试点选址不当已量产，行业规模与客户效益排除。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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", + "stage": "公司自述有部署、年合同及付费试点，机器人单元尚在选择试点；实际收入未核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31141" + "YC-E-31141", + "C10-FULL-YC31141", + "C10-CURRENT-HOME-YC31141", + "OCTAPULSE-CONTRACT-LAUNCH" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：为鱼场及水产加工提供逐鱼表型测量与视觉数字孪生，机器人单元另在试点选址。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", + "directoryTags": [], + "businessModel": "行业视觉软件、相机部署与试点服务，另有机器人路线图；合同拆分待核", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "同一YC页当前产品、OctaPulse官网及Riverence合同发布关联；未核精确注册主体、签约实体或回款。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读视觉表型、数字孪生及机器人路线图自述；未运行系统或独立复测95%以上精度和逐鱼检查提速，不把性能宣传当第三方测评。", + "evidenceIds": [ + "C10-FULL-YC31141", + "OCTAPULSE-CONTRACT-LAUNCH" + ] + } }, { "id": "YC31145", @@ -14566,27 +14611,29 @@ "year": 2025, "team": 7, "location": "London, United Kingdom", - "business": "公司简介：Modular AI-Commanded Drones for Defence", - "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": "研发并交付模块化自主无人系统样机，面向相关机构客户反馈。", + "buyer": "无人系统采购及运营机构", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体无人系统；合作方、原型寄送与正式验收采购分开，不据机构名称认定已收款或规模部署；成本与自主性是自述，未核实际系统。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31180" + "YC-E-31180", + "C10-FULL-YC31180" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：研发并交付模块化自主无人系统样机，面向相关机构客户反馈。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hardware", "Drones", "Defense", "AI" - ] + ], + "businessModel": "无人系统硬件研发、样机与支持服务；采购、交付及收费未核" }, { "id": "YC31181", @@ -15478,27 +15525,29 @@ "year": 2025, "team": 3, "location": "Amsterdam, Netherlands", - "business": "公司简介：Container unloading robots for warehouses", - "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": "在仓库部署机器人，自动卸载散装集装箱等物流作业。", + "buyer": "第三方物流、配送及仓库运营企业", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体交付；当前卸柜与旧通用工业机器人发布分开，客户标识不等独立核付费金额，不按吞吐或劳力节省推收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31224" + "YC-E-31224", + "C10-FULL-YC31224" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：在仓库部署机器人，自动卸载散装集装箱等物流作业。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "Logistics", "Automation", "AI" - ] + ], + "businessModel": "仓库机器人部署及支持；设备、租用与作业服务收费待核" }, { "id": "YC31225", @@ -15533,28 +15582,30 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The robot workforce for infrastructure of the AI era", - "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": "面向太阳能及数据中心基础设施作业配置并部署机器人。", + "buyer": "基础设施承包商及工程项目团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人系统但注明按成果交付；太阳能现场作业与数据中心试点分开，不等机器人销售或纯SaaS。十倍部署速度及前期承包商访谈不当收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31226" + "YC-E-31226", + "C10-FULL-YC31226" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：面向太阳能及数据中心基础设施作业配置并部署机器人。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Robotics", "Construction", "Energy", "AI" - ] + ], + "businessModel": "按完成工作量收费的机器人作业服务；设备和人工支持成本待核" }, { "id": "YC31230", @@ -15624,25 +15675,27 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Automating dexterous tasks in warehouses with AI-powered robots", - "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": "部署可执行灵巧操作的仓库机器人，首先服务电商第三方物流。", + "buyer": "电商第三方物流及仓库运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留仓储机器人；模型训练是交付组成，不直接归基础模型或训练数据销售。劳动成本、市场规模、硬件效果及实际合同未独立核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31232" + "YC-E-31232", + "C10-FULL-YC31232" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：部署可执行灵巧操作的仓库机器人，首先服务电商第三方物流。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "Logistics" - ] + ], + "businessModel": "机器人系统与现场支持；设备、任务及维护收费待核" }, { "id": "YC31233", @@ -16467,27 +16520,29 @@ "year": 2025, "team": 3, "location": "Sydney, Australia", - "business": "公司简介：Robot Cowboys that Herd Cattle with AI Drones", - "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": "使用自主无人机放牧，并采集牲畜、牧草和水源等牧场信息。", + "buyer": "大型牧场及畜牧经营者", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体无人系统；GrazeMate到Brumby品牌沿革保留，软件与机体来源待核。牧场原人工/直升机费用不是公司收入，不能由管理面积推ARR。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31285" + "YC-E-31285", + "C10-FULL-YC31285" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：使用自主无人机放牧，并采集牲畜、牧草和水源等牧场信息。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Reinforcement Learning", "Drones", "Computer Vision", "Agriculture" - ] + ], + "businessModel": "农业无人系统与监测服务；设备、飞行用量和服务合同待拆" }, { "id": "YC31292", @@ -16775,26 +16830,28 @@ "id": "YC31325", "name": "Surtr Defense Systems", "url": "https://www.ycombinator.com/companies/surtr-defense-systems", - "cat": "C10", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The hardware-agnostic operating system for drone defense", - "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": "提供跨硬件的无人系统监测信息融合与操作界面。", + "buyer": "相关安全及系统集成机构", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移行业软件；ParallaxOS可接不同硬件不代表出售或制造无人机。系统效果、实际客户和合同待核，不记录操作或研发武器的细节。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31325" + "YC-E-31325", + "C10-FULL-YC31325" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：提供跨硬件的无人系统监测信息融合与操作界面。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", + "directoryTags": [], + "businessModel": "行业操作系统及集成软件；许可、部署和支持收费未核" }, { "id": "YC31327", @@ -16881,30 +16938,33 @@ "id": "YC31333", "name": "PerfectBit, Inc.", "url": "https://www.ycombinator.com/companies/perfectbit-inc", - "cat": "C10", + "cat": "C01", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Robotics", - "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": "研究面向真实任务的机器人操作及控制学习策略。", + "buyer": "机器人模型研发及部署团队；实际付费买家待核", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从实体设备暂移行业模型研究；现YC和官网均强调策略，未见自造硬件交付。旧验证训练数据发布单列，技术细节隐身，创始人前Meta工作不当当前成果或收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31333" + "YC-E-31333", + "C10-FULL-YC31333", + "C10-CURRENT-HOME-YC31333" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：研究面向真实任务的机器人操作及控制学习策略。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Machine Learning", "Robotics", "AI" - ] + ], + "businessModel": "机器人策略模型研发；模型许可、训练和部署合同未披露" }, { "id": "YC31335", @@ -16970,25 +17030,28 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Research lab building the most robotic household in the world", - "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": "以通用家庭机器人和物理AI为方向开展机器人研究。", + "buyer": "家庭机器人及物理AI研究团队；实际买家未披露", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "按当前简介暂保留机器人研究；旧Instance成功检测器/评测发布另列，官网403缺项。研究愿景不等已造可售机器人或独立能力证据。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31341" + "YC-E-31341", + "C10-FULL-YC31341", + "C10-CURRENT-HOME-YC31341" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：以通用家庭机器人和物理AI为方向开展机器人研究。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "AI" - ] + ], + "businessModel": "早期机器人研发；设备、模型、研究服务及收费模式待核" }, { "id": "YC31343", @@ -17265,30 +17328,33 @@ "id": "YC31366", "name": "Nine Fives", "url": "https://www.ycombinator.com/companies/nine-fives", - "cat": "C10", + "cat": "C07", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：RF test equipment for next-gen spacecraft, drones, and cellphones", - "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": "制造可通过浏览器及API操作的射频测试仪器及配套机架软件。", + "buyer": "射频设备、电子制造及测试团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人移专业电子测试设备；AI-ready指易于自动化，是否AI本身为核心产品待补证。官网标价及售罄不证明销量或实际收入，未接入任何仪器。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31366" + "YC-E-31366", + "C10-FULL-YC31366", + "C10-CURRENT-HOME-YC31366" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：制造可通过浏览器及API操作的射频测试仪器及配套机架软件。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Aerospace", "Telecommunications" - ] + ], + "businessModel": "专业测试硬件与软件；设备销售、服务和许可待拆" }, { "id": "YC31369", @@ -17298,22 +17364,24 @@ "year": 2026, "team": 10, "location": "Germany", - "business": "公司简介：Robotic arms that pick and pack your orders.", - "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": "部署机械臂完成仓库拣选、包装和履约，结合远程人工处理失败。", + "buyer": "仓库、履约中心及工厂运营企业", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人作业；付费试点仅自述无金额，100000以上集成项目是客户原方案费用，非本公司收入。吞吐与成功率、人工接管成本未独立核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31369" + "YC-E-31369", + "C10-FULL-YC31369" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：部署机械臂完成仓库拣选、包装和履约，结合远程人工处理失败。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", + "directoryTags": [], + "businessModel": "按月机器人作业服务，含部署和远程支持；合同与成本待拆" }, { "id": "YC31370", @@ -17960,22 +18028,24 @@ "year": 2025, "team": 10, "location": "San Francisco", - "business": "公司简介：robots & software for farms", - "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": "部署采摘草莓的机器人，并提供农场分析、数据连接和Agent软件。", + "buyer": "草莓种植及农业运营企业", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留农业实体交付；California草莓及浆果市场规模、劳动力占比和创始人旧应用用户不归Synphony收入，不凭great margins宣传认定毛利。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31415" + "YC-E-31415", + "C10-FULL-YC31415" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：部署采摘草莓的机器人，并提供农场分析、数据连接和Agent软件。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", + "directoryTags": [], + "businessModel": "农业机器人作业加软件，并称对实验室售数据/评测；分项收入待拆" }, { "id": "YC31417", @@ -19240,27 +19310,29 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Robots for vehicle maintenance.", - "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": "结合机器人和人工技师，为车队执行维护，先从集中车场换油切入。", + "buyer": "车队及车辆维护运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人实体服务；机器人与人工共同交付，不当纯自主系统。6000亿美元维护市场不是收入，赚取收入同时采数为模式叙述，没有可用金额。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31509" + "YC-E-31509", + "C10-FULL-YC31509" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：结合机器人和人工技师，为车队执行维护，先从集中车场换油切入。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Robotics", "AI", "Automotive" - ] + ], + "businessModel": "机器人辅助维修服务，含人工完成工作；按次、工时和合同待核" }, { "id": "YC31510", @@ -20155,25 +20227,27 @@ "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Robots to maintain and assemble data centers", - "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": "研发用于数据中心建设、维护及退役的机器人。", + "buyer": "数据中心建设及运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体机器人；首批维护机器人部署计划2027年第一季，不能按2026成立当年已交付。7万亿美元行业资本开支和岗位缺口不作收入或自身团队。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-31569" + "YC-E-31569", + "C10-FULL-YC31569" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：研发用于数据中心建设、维护及退役的机器人。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "AI" - ] + ], + "businessModel": "机器人系统研发与部署；设备、工时和持续服务收费待核" }, { "id": "YC31570", @@ -20897,30 +20971,33 @@ "id": "YC32156", "name": "Enact", "url": "https://www.ycombinator.com/companies/enact", - "cat": "C10", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Real-world RL environments for robotics models", - "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": "通过真实机器人任务采集失败及恢复示范，生成针对性后训练数据并内部评测。", + "buyer": "机器人模型及后训练团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移训练数据设施；自有内部评测用于验证数据，不等第三方独立评价或机器人销售，恢复效果与付费金额未核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-32156" + "YC-E-32156", + "C10-FULL-YC32156", + "C10-CURRENT-HOME-YC32156" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：通过真实机器人任务采集失败及恢复示范，生成针对性后训练数据并内部评测。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Reinforcement Learning", "Robotics", "AI" - ] + ], + "businessModel": "真实任务环境、恢复数据和训练服务；许可、实验及项目合同待核" }, { "id": "YC32157", @@ -22880,28 +22957,30 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Building robots to automate wetlabs", - "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": "在现有湿实验室部署可移动并操作既有设备的实验机器人。", + "buyer": "科学实验室及研究运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实验室机器人系统；通用brain及自然语言接口是系统方向，不能只据brain视为已售通用基础模型。真实自主性、实验安全和合同未独立核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-32716" + "YC-E-32716", + "C10-FULL-YC32716" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：在现有湿实验室部署可移动并操作既有设备的实验机器人。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Robotics", "B2B", "Biotech", "AI" - ] + ], + "businessModel": "机器人控制系统及现场部署；硬件、软件与支持费待拆" }, { "id": "YC32717", @@ -23507,30 +23586,32 @@ "id": "YC33022", "name": "Praxis Robotics", "url": "https://www.ycombinator.com/companies/praxis-robotics", - "cat": "C10", + "cat": "C02", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Turns real businesses into robotics data vendors", - "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": "组织企业采集第一视角视频、三维及多模态现场数据，供模型实验室训练。", + "buyer": "具身模型实验室及机器人研发团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移数据设施；6万可触达工人、五洲及客户企业规模不等公司雇员或收入。真实数据权利、已付费客户及交付质量未独立核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-33022" + "YC-E-33022", + "C10-FULL-YC33022" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：组织企业采集第一视角视频、三维及多模态现场数据，供模型实验室训练。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Reinforcement Learning", "Robotic Process Automation" - ] + ], + "businessModel": "现场训练数据采集与许可；场地及工作人员支付待拆" }, { "id": "YC33023", @@ -23781,26 +23862,28 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Robots that learn on the job", - "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": "在代工制造环境部署从人类示范学习新任务的机器人。", + "buyer": "高混合生产及代工制造企业", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留实体机器人；一次示范学会和不需额外训练为自述，未独立验证泛化。团队Boston Dynamics/Amazon旧项目不是Shiraz客户或收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-33053" + "YC-E-33053", + "C10-FULL-YC33053" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：在代工制造环境部署从人类示范学习新任务的机器人。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Generative AI", "Robotics", "Manufacturing" - ] + ], + "businessModel": "机器人系统与部署服务；设备、工作量及支持收费待拆" }, { "id": "YC33054", @@ -24518,32 +24601,35 @@ "id": "YC33349", "name": "Robocurve", "url": "https://www.ycombinator.com/companies/robocurve", - "cat": "C10", + "cat": "C03", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Evals for robots", - "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": "构建真实机器人任务基准与评测框架，并发布能力测量。", + "buyer": "机器人及模型研发团队、研究及公共评估使用者", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移评测设施；自称独立评价机构不使其自身技术等级自动变独立测试。官网融资、安装量及第三方模型分数不当其收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-33349" + "YC-E-33349", + "C10-FULL-YC33349", + "C10-CURRENT-HOME-YC33349" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：构建真实机器人任务基准与评测框架，并发布能力测量。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hard Tech", "Hardware", "Robotics", "Open Source", "AI" - ] + ], + "businessModel": "机器人/Agent评测研究与工具服务；商业合同、开源与赞助收费待核" }, { "id": "YC33441", @@ -26144,28 +26230,30 @@ "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：Robots for high skilled labor powering AI infrastructure", - "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": "部署适应多任务的机器人，并集成到数据中心及先进制造工作流。", + "buyer": "基础设施及先进制造运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "保留机器人交付；训练数据与模块硬件是系统组成，非自动独立数据收入。客户工厂每年200万人工成本不是本公司收入，现场效果和合同待核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-35454" + "YC-E-35454", + "C10-FULL-YC35454" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：部署适应多任务的机器人，并集成到数据中心及先进制造工作流。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hardware", "Robotics", "Manufacturing", "Automation", "AI" - ] + ], + "businessModel": "机器人系统与工程集成；硬件、部署和支持费用待拆" }, { "id": "YC35521", @@ -26323,28 +26411,30 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Embodied Scientific 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": "研发把科学推理与物理实验结合的通用机器人实验员。", + "buyer": "科学研究及实验室团队；实际付费买家待核", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "暂保留机器人研究；自然智能类比与发现愿景不等已运行完整实验员，简介短，模型、硬件、产品及收入待核。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-35652" + "YC-E-35652", + "C10-FULL-YC35652" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：研发把科学推理与物理实验结合的通用机器人实验员。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Robotics", "Energy", "Advanced Materials", "AI", "Biotechnology" - ] + ], + "businessModel": "早期科学机器人研发；设备、软件及实验服务模式未披露" }, { "id": "YC35685", @@ -27203,30 +27293,33 @@ "id": "YC36776", "name": "UXDuck", "url": "https://www.ycombinator.com/companies/uxduck", - "cat": "C10", + "cat": "C07", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Build better drones. Run better missions.", - "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": "提供可适配多类无人载具的操作界面与任务软件。", + "buyer": "无人载具开发及任务运营团队", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从实体载具移行业软件；模拟无人机演示不证明制造或售出载具，官网读取失败不当停业依据。实际AI使用、部署及商业合同待补。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-36776" + "YC-E-36776", + "C10-FULL-YC36776", + "C10-CURRENT-HOME-YC36776" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：提供可适配多类无人载具的操作界面与任务软件。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Developer Tools", "Hardware", "AI" - ] + ], + "businessModel": "行业操作界面软件；许可、部署及支持收费未核" }, { "id": "YC36777", @@ -27264,30 +27357,33 @@ "id": "YC36840", "name": "Axonnic", "url": "https://www.ycombinator.com/companies/axonnic", - "cat": "C10", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Bringing human dexterity to every robot", - "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": "使用可穿戴肌电传感袖采集技能动作数据，并支持训练及迁移机器人策略。", + "buyer": "制造商及机器人模型实验室", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移训练数据设施；机器人不佩戴该袖，硬件是采数工具。官网意向书、试点与发布称袖套出货分别保留，付费试点自述无金额，不把意向当已确认收入。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-36840" + "YC-E-36840", + "C10-FULL-YC36840", + "C10-CURRENT-HOME-YC36840" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：使用可穿戴肌电传感袖采集技能动作数据，并支持训练及迁移机器人策略。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Neurotechnology", "Robotics", "Data Labeling" - ] + ], + "businessModel": "示范数据采集、策略训练和试点服务，含传感硬件；各项合同待拆" }, { "id": "YC36908", @@ -28234,31 +28330,33 @@ "id": "YC38492", "name": "Mantle", "url": "https://www.ycombinator.com/companies/mantle-2", - "cat": "C10", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The pit crew for machines and robots.", - "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": "为设备及机器人制造商直接提供部署、维修和维护的现场服务。", + "buyer": "设备及机器人制造商", + "delivery": "已读YC当前主营及相关发布节选；实际合同、交付和付费尚未独立核验。", + "notes": "从机器人制造移专业运维服务；当前简介明确非软件或市场平台，AI是否为交付核心待补证。5000亿美元行业维护支出不是Mantle收入，未提供官网线索。 成立及团队字段保留原YC快照，不等注册或当前雇员核验。", "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-38492" + "YC-E-38492", + "C10-FULL-YC38492" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC当前主营及相关发布节选：为设备及机器人制造商直接提供部署、维修和维护的现场服务。 按当前实体产出、买家及交付分类；数据、评测、模型和现场服务不因robotics名称直接当机器人制造。", "directoryTags": [ "Hardware", "Robotics", "AI", "Industrial" - ] + ], + "businessModel": "实体现场运维服务，人员与备件成本为关键；合同及收费未核" }, { "id": "YC38953", @@ -34077,6 +34175,21 @@ "reason": "累计收入非MRR或ARR；免费公开入口与实验室服务收入来源待拆，确认口径、币种和底表未核，不进入同期比较", "bound": "=", "comparisonGroup": null + }, + { + "id": "OCTAPULSE-O-CONTRACT", + "company": "YC31141", + "name": "OctaPulse", + "kind": "六位数年合同/付费试点自述（数量级下界）", + "value": 100000, + "unit": "币种未注明，仅六位数数量级", + "timing": "2026-02-20年合同发布；2026-10-30当前简介称付费试点，无准确合同起止日", + "evidence": "OCTAPULSE-CONTRACT-LAUNCH", + "scope": "公司试点及合同金额，非公司已确认收入", + "selection": "excluded", + "reason": "原文六位数仅100000至999999数量级，不是精确100000；币种、回款、收入确认及软件/硬件/服务拆分未核。年合同与当前试点可能重合，不相加、不当ARR或同期收入", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -52900,6 +53013,545 @@ "kind": "公司官方资料", "summary": "官网描述每月识别工程瓶颈，由团队直接在客户代码库提交改进，持续测量和实施。", "limitation": "服务人员、软件及月度合作的合同未拆，工程师覆盖与用户反馈不证明付费金额；动画PR和速度展示不是实测。" + }, + { + "id": "C10-FULL-YC30430", + "companyId": "YC30430", + "title": "Almond机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/almond-2", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "制造面向真实任务的轮式双臂机器人Axol。 保留实体机器人；Almond与同页Axol产品对应，不新增公司。此前工厂部署经验不等当前设备销量、可靠性验证或收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30434", + "companyId": "YC30434", + "title": "Zeon Systems机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/zeon-systems", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "把实验说明转为机器人动作，在既有科学实验室执行工作流。 保留实验室机器人交付；自然语言生成代码是操作方式，不按编程标签归通用编码工具。部署和自主性自述未核，实验数据不直接当主营数据销售。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30509", + "companyId": "YC30509", + "title": "Boost Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/boost-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "部署移动操作机器人，执行数据中心巡检、维护及远程现场操作。 保留机器人应用；客户产业是数据中心，不等提供云算力。客户节省保险费和SLA损失不是Boost收入，远程人工与自主操作比例待核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30511", + "companyId": "YC30511", + "title": "Vassar Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/vassar-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "为机器人研发提供无减速器关节及机械臂。 保留机器人部件；旧Navrim入门机械臂发布与现高转矩关节定位分开，200标价不是当前全部产品价或已实现收入，仿真迁移效果未独立核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30624", + "companyId": "YC30624", + "title": "Verne Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/verne-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "结合学习控制模型与机械臂部署，为实体作业学习新技能。 保留实体交付；自研控制模型是机器人系统组成，按小时付费不等纯软件订阅。客户使用及几小时学会技能仅自述，无金额或独立性能验证。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30662", + "companyId": "YC30662", + "title": "DeepAware AI (Robotics Center of Silicon Valley)机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/deepaware-ai-robotics-center-of-silicon-valley", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "供应机器人及零件，并支持遥操作数据采集、RL环境和生产部署。 保留机器人硬件主营；DeepAware与Robotics Center品牌沿革注明。简介48/72小时交货表述不一，旧数据中心节能产品不当现主营或收入，实际库存和交货未核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30703", + "companyId": "YC30703", + "title": "Physical Turing机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/physical-turing", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "部署机器人执行工业巡检和安保，并利用部署数据训练控制智能。 保留机器人部署；同页旧Riff音乐编辑器发布另列沿革，不把音乐应用用户或旧定位转到机器人收入，现实际合同与自主程度待核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30712", + "companyId": "YC30712", + "title": "Relling机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/relling", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "设计、构建并部署可配置的制造机器人工作单元。 YC长简介为空，relling.co跳转现官网补产品；第一十亿机器人是愿景。六周及节省成本是代表性自述，不作已交付数量、审计毛利或收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30728", + "companyId": "YC30728", + "title": "OS3机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/os3", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "制造移动人形机器人，并结合视频动作模型和部署反馈执行实体任务。 保留机器人系统；数据小时是训练输入，不直接当数据销售收入。旧发布预售与秋季交货计划、现简介已部署叙述分开，标价不等销量或实收。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30928", + "companyId": "YC30928", + "title": "Darwin机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/darwin", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "研发从示范学习的通用机器人，用于设备装配、安装及维护。 保留实体机器人；现简介首次部署计划2027年初，不能当2026已交付。旧Thesis AI研究发布及Sphere估值/支付量不归当前机器人收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30930", + "companyId": "YC30930", + "title": "Cortex AI机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/cortex-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "采集真实工作场景的人类第一视角、机器人轨迹和恢复操作数据，供模型研发。 从机器人制造移训练数据设施；场地收取报酬不是Cortex收入，Carousell估值是创始人旧公司业绩，数据权利、客户及实际交付未独立核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30947", + "companyId": "YC30947", + "title": "Philon机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/philon", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "研发可执行不安全、重复或枯燥任务的开放源码通用机器人。 按当前简介暂保留机器人研究；旧Spatial AI数据集发布单列，不直接当现主营。官网未取得可读正文，开源、量产、合同和自主性未独立核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30987", + "companyId": "YC30987", + "title": "Lightberry机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/lightberry", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "为现有机器人接入语音、交互及动作控制，使用户自然语言配置行为。 保留机器人控制系统，未视为自造硬件。与Unitree等合作、情绪智能和完全自主均自述，产品舞台演示不等持续客户收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC30991", + "companyId": "YC30991", + "title": "Forge Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/forge-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "为工业机械臂提供视觉感知和控制系统，先从焊接自动化切入。 保留机器人应用；全流程把原材变成零件是路线图，不当已实现所有制造任务。客户返工、人工成本及盈利压力不是公司收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31141", + "companyId": "YC31141", + "title": "OctaPulse机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/octapulse", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "为鱼场及水产加工提供逐鱼表型测量与视觉数字孪生，机器人单元另在试点选址。 从机器人制造移当前水产专业应用。六位数年合同与付费试点描述的覆盖关系未核，不等已确认收入或ARR；当前机器人试点选址不当已量产，行业规模与客户效益排除。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31180", + "companyId": "YC31180", + "title": "Seeing Systems机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/seeing-systems", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "研发并交付模块化自主无人系统样机，面向相关机构客户反馈。 保留实体无人系统；合作方、原型寄送与正式验收采购分开，不据机构名称认定已收款或规模部署；成本与自主性是自述，未核实际系统。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31224", + "companyId": "YC31224", + "title": "Servo7机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/servo7", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "在仓库部署机器人，自动卸载散装集装箱等物流作业。 保留实体交付；当前卸柜与旧通用工业机器人发布分开，客户标识不等独立核付费金额，不按吞吐或劳力节省推收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31226", + "companyId": "YC31226", + "title": "Libra Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/libra-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "面向太阳能及数据中心基础设施作业配置并部署机器人。 保留机器人系统但注明按成果交付；太阳能现场作业与数据中心试点分开，不等机器人销售或纯SaaS。十倍部署速度及前期承包商访谈不当收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31232", + "companyId": "YC31232", + "title": "Remy AI机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/remy-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "部署可执行灵巧操作的仓库机器人，首先服务电商第三方物流。 保留仓储机器人；模型训练是交付组成，不直接归基础模型或训练数据销售。劳动成本、市场规模、硬件效果及实际合同未独立核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31285", + "companyId": "YC31285", + "title": "Brumby机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/brumby", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "使用自主无人机放牧，并采集牲畜、牧草和水源等牧场信息。 保留实体无人系统；GrazeMate到Brumby品牌沿革保留，软件与机体来源待核。牧场原人工/直升机费用不是公司收入，不能由管理面积推ARR。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31325", + "companyId": "YC31325", + "title": "Surtr Defense Systems机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/surtr-defense-systems", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "提供跨硬件的无人系统监测信息融合与操作界面。 从机器人制造移行业软件；ParallaxOS可接不同硬件不代表出售或制造无人机。系统效果、实际客户和合同待核，不记录操作或研发武器的细节。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31333", + "companyId": "YC31333", + "title": "PerfectBit, Inc.机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/perfectbit-inc", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "研究面向真实任务的机器人操作及控制学习策略。 从实体设备暂移行业模型研究；现YC和官网均强调策略，未见自造硬件交付。旧验证训练数据发布单列，技术细节隐身，创始人前Meta工作不当当前成果或收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31341", + "companyId": "YC31341", + "title": "Most Robotic机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/most-robotic", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "以通用家庭机器人和物理AI为方向开展机器人研究。 按当前简介暂保留机器人研究；旧Instance成功检测器/评测发布另列，官网403缺项。研究愿景不等已造可售机器人或独立能力证据。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31366", + "companyId": "YC31366", + "title": "Nine Fives机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/nine-fives", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "制造可通过浏览器及API操作的射频测试仪器及配套机架软件。 从机器人移专业电子测试设备；AI-ready指易于自动化，是否AI本身为核心产品待补证。官网标价及售罄不证明销量或实际收入，未接入任何仪器。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31369", + "companyId": "YC31369", + "title": "InLoop Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/inloop-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "部署机械臂完成仓库拣选、包装和履约，结合远程人工处理失败。 保留机器人作业；付费试点仅自述无金额，100000以上集成项目是客户原方案费用，非本公司收入。吞吐与成功率、人工接管成本未独立核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31415", + "companyId": "YC31415", + "title": "Synphony机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/synphony", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "部署采摘草莓的机器人，并提供农场分析、数据连接和Agent软件。 保留农业实体交付；California草莓及浆果市场规模、劳动力占比和创始人旧应用用户不归Synphony收入，不凭great margins宣传认定毛利。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31509", + "companyId": "YC31509", + "title": "Rodeo Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/rodeo-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "结合机器人和人工技师，为车队执行维护，先从集中车场换油切入。 保留机器人实体服务；机器人与人工共同交付，不当纯自主系统。6000亿美元维护市场不是收入，赚取收入同时采数为模式叙述，没有可用金额。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC31569", + "companyId": "YC31569", + "title": "Proprio Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/proprio-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "研发用于数据中心建设、维护及退役的机器人。 保留实体机器人；首批维护机器人部署计划2027年第一季，不能按2026成立当年已交付。7万亿美元行业资本开支和岗位缺口不作收入或自身团队。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC32156", + "companyId": "YC32156", + "title": "Enact机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/enact", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "通过真实机器人任务采集失败及恢复示范，生成针对性后训练数据并内部评测。 从机器人制造移训练数据设施；自有内部评测用于验证数据，不等第三方独立评价或机器人销售，恢复效果与付费金额未核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC32716", + "companyId": "YC32716", + "title": "Neuromorphic机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/neuromorphic", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "在现有湿实验室部署可移动并操作既有设备的实验机器人。 保留实验室机器人系统；通用brain及自然语言接口是系统方向，不能只据brain视为已售通用基础模型。真实自主性、实验安全和合同未独立核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC33022", + "companyId": "YC33022", + "title": "Praxis Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/praxis-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "组织企业采集第一视角视频、三维及多模态现场数据，供模型实验室训练。 从机器人制造移数据设施；6万可触达工人、五洲及客户企业规模不等公司雇员或收入。真实数据权利、已付费客户及交付质量未独立核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC33053", + "companyId": "YC33053", + "title": "Shiraz AI机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/shiraz-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "在代工制造环境部署从人类示范学习新任务的机器人。 保留实体机器人；一次示范学会和不需额外训练为自述，未独立验证泛化。团队Boston Dynamics/Amazon旧项目不是Shiraz客户或收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC33349", + "companyId": "YC33349", + "title": "Robocurve机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/robocurve", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "构建真实机器人任务基准与评测框架，并发布能力测量。 从机器人制造移评测设施；自称独立评价机构不使其自身技术等级自动变独立测试。官网融资、安装量及第三方模型分数不当其收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC35454", + "companyId": "YC35454", + "title": "Shepherd Robotics机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/shepherd-robotics", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "部署适应多任务的机器人，并集成到数据中心及先进制造工作流。 保留机器人交付；训练数据与模块硬件是系统组成，非自动独立数据收入。客户工厂每年200万人工成本不是本公司收入，现场效果和合同待核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC35652", + "companyId": "YC35652", + "title": "Primordiant机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/primordiant", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "研发把科学推理与物理实验结合的通用机器人实验员。 暂保留机器人研究；自然智能类比与发现愿景不等已运行完整实验员，简介短，模型、硬件、产品及收入待核。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC36776", + "companyId": "YC36776", + "title": "UXDuck机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/uxduck", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "提供可适配多类无人载具的操作界面与任务软件。 从实体载具移行业软件；模拟无人机演示不证明制造或售出载具，官网读取失败不当停业依据。实际AI使用、部署及商业合同待补。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC36840", + "companyId": "YC36840", + "title": "Axonnic机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/axonnic", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "使用可穿戴肌电传感袖采集技能动作数据，并支持训练及迁移机器人策略。 从机器人制造移训练数据设施；机器人不佩戴该袖，硬件是采数工具。官网意向书、试点与发布称袖套出货分别保留，付费试点自述无金额，不把意向当已确认收入。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-FULL-YC38492", + "companyId": "YC38492", + "title": "Mantle机器人初分类与实体交付复核", + "url": "https://www.ycombinator.com/companies/mantle-2", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "为设备及机器人制造商直接提供部署、维修和维护的现场服务。 从机器人制造移专业运维服务；当前简介明确非软件或市场平台，AI是否为交付核心待补证。5000亿美元行业维护支出不是Mantle收入，未提供官网线索。", + "limitation": "据已读当前主营及相关发布节选分类；未查看源码、运行机器人、测试设备、核合作/部署合同或财务底表。机器人愿景、训练数据量、客户支出和旧项目不当实际收入。" + }, + { + "id": "C10-CURRENT-HOME-YC32156", + "companyId": "YC32156", + "title": "Enact真实恢复数据及训练交付", + "url": "https://enact.company/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网描述执行策略、定位失败、生成示范及恢复数据，并用内部评测验证。", + "limitation": "不等销售机器人或第三方审计，数据许可、合同与恢复效果未核。" + }, + { + "id": "C10-CURRENT-HOME-YC33349", + "companyId": "YC33349", + "title": "Robocurve评测及研究定位", + "url": "https://robocurve.org/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网提供机器人能力评测、Inspect Robots及研究，称公共利益公司，并列融资和框架入口。", + "limitation": "机构独立性、法律形式、开源许可和测试有效性未在本轮独立核；融资不是收入，不导入其他模型成绩为本公司收入或自身被测能力。" + }, + { + "id": "C10-CURRENT-HOME-YC36840", + "companyId": "YC36840", + "title": "Axonnic数据、传感硬件及试点边界", + "url": "https://www.axonnic.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网说明用EMG袖、视频和姿态采集示范，再训练机器人；列制造意向书和现场试点，数据权利按合同约定。", + "limitation": "机器人不用佩戴传感袖；自录演示、意向书与已收款分开，硬件销量、训练服务和数据许可收入未拆。" + }, + { + "id": "C10-CURRENT-HOME-YC31333", + "companyId": "YC31333", + "title": "PerfectBit现机器人策略研发", + "url": "https://perfectbit.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网明确在研发执行真实任务的机器人策略，称早期且技术细节未披露。", + "limitation": "不从创始人履历或旧训练数据发布推当前已售模型/设备，模型范围、注册和财务均待核。" + }, + { + "id": "C10-CURRENT-HOME-YC31366", + "companyId": "YC31366", + "title": "Nine Fives射频硬件与AI使用缺项", + "url": "https://ninefives.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "官网展示射频测试仪器、浏览器/API控制及机架软件，列USD 800及1200等硬件报价。", + "limitation": "可编程和可被Agent控制不证明AI是核心产品；标价、售罄与交货收入不同，未连接或操作仪器。" + }, + { + "id": "C10-CURRENT-HOME-YC30712", + "companyId": "YC30712", + "title": "Relling跳转后的制造机器人交付", + "url": "https://rellingsystems.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方资料", + "summary": "relling.co跳转当前官网，描述预配置、构建和验收后交付制造机器人工作单元，供多任务重配置。", + "limitation": "上线周期、成本对比和安全均自述，展示为代表性数字，不是已核合同、设备出货或毛利。" + }, + { + "id": "C10-CURRENT-HOME-YC31341", + "companyId": "YC31341", + "title": "Most Robotic官网访问缺项", + "url": "https://mostrobotic.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网访问缺项", + "summary": "公开读取工具无法取正文，普通HTTP请求返回403，未取得当前官网内容。", + "limitation": "未绕过访问限制；不把403当停业或不存在，不据旧Instance发布替代当前官网。" + }, + { + "id": "C10-CURRENT-HOME-YC31141", + "companyId": "YC31141", + "title": "OctaPulse官网正文缺项", + "url": "https://www.tryoctapulse.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网访问缺项", + "summary": "公开网页读取无正文；普通HTTP返回200且可提取文本仅OctaPulse名称，未取得产品正文。", + "limitation": "只能使用YC已读主营和发布，不能把可达空壳当官网完整补证或财务核验。" + }, + { + "id": "C10-CURRENT-HOME-YC30947", + "companyId": "YC30947", + "title": "Philon官网正文缺项", + "url": "https://philon.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网访问缺项", + "summary": "网页可达但本轮读取未获得可读正文，仅取得开放源码机器人研究标题。", + "limitation": "标题不充当产品全文；代码、模型、机器人及交付仍待核，未据访问状态推停业。" + }, + { + "id": "C10-CURRENT-HOME-YC36776", + "companyId": "YC36776", + "title": "UXDuck官网访问缺项", + "url": "https://uxduck.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网访问缺项", + "summary": "公开读取工具未能访问官网，未取得可读正文。", + "limitation": "只按YC当前简介暂分类，网页失败不证明停业或产品无效，未据模拟入口核真实设备部署。" + }, + { + "id": "OCTAPULSE-CONTRACT-LAUNCH", + "companyId": "YC31141", + "title": "OctaPulse年合同与当前付费试点口径", + "url": "https://www.ycombinator.com/launches/PUE-octapulse-building-the-autonomous-aquaculture-farms-of-the-future", + "publishedAt": "2026-02-20", + "accessedAt": "2026-10-30", + "kind": "YC官方页面中的公司自述复核", + "summary": "2026-02-20发布自述与Riverence有六位数年合同；当前公司简介自述六位数付费试点。未给准确金额或币种，两者范围和付款情况未核。", + "limitation": "年合同不是ARR或已确认收入，付费试点的paid不证明全额到账；只记录数量级下界，不重复加总两个叙述，当前软件、相机及未来机器人合同需拆分。" } ], "reviews": [ @@ -55641,6 +56293,117 @@ "C04-HOME-YC30523" ], "handling": "应用生成、代码评审、QA、持续安全测试、DevOps、工程协作、固件和服务型工厂分别写商业模式。旧MCP/账单/办公/网页API产品与当前主营分开；融资、前公司ARR、避免损失、客户估值、演示金额和免费使用不作公司收入，本轮不新增财务观测或技术等级。" + }, + { + "id": "C10-FULL-R-38", + "type": "剩余机器人规则初分类及实体交付复核", + "company": "原C10剩余38项规则初分", + "scope": "companies", + "companyIds": [ + "YC30430", + "YC30434", + "YC30509", + "YC30511", + "YC30624", + "YC30662", + "YC30703", + "YC30712", + "YC30728", + "YC30928", + "YC30930", + "YC30947", + "YC30987", + "YC30991", + "YC31180", + "YC31224", + "YC31226", + "YC31232", + "YC31285", + "YC31325", + "YC31333", + "YC31341", + "YC31366", + "YC31369", + "YC31415", + "YC31509", + "YC31569", + "YC32156", + "YC32716", + "YC33022", + "YC33053", + "YC33349", + "YC35454", + "YC35652", + "YC36776", + "YC36840", + "YC38492" + ], + "summary": "38项YC当前主营及发布节选已读，另6项官网正文与4项访问缺项分别记录。27项保留机器人，11项按数据/训练、评测、模型、专业软件或现场服务移类，OctaPulse合同另列核查。只完成该组主营初分，不代表全部公司技术、主体、量产或财务核验完成。", + "evidenceIds": [ + "C10-FULL-YC30430", + "C10-FULL-YC30434", + "C10-FULL-YC30509", + "C10-FULL-YC30511", + "C10-FULL-YC30624", + "C10-FULL-YC30662", + "C10-FULL-YC30703", + "C10-FULL-YC30712", + "C10-FULL-YC30728", + "C10-FULL-YC30928", + "C10-FULL-YC30930", + "C10-FULL-YC30947", + "C10-FULL-YC30987", + "C10-FULL-YC30991", + "C10-FULL-YC31180", + "C10-FULL-YC31224", + "C10-FULL-YC31226", + "C10-FULL-YC31232", + "C10-FULL-YC31285", + "C10-FULL-YC31325", + "C10-FULL-YC31333", + "C10-FULL-YC31341", + "C10-FULL-YC31366", + "C10-FULL-YC31369", + "C10-FULL-YC31415", + "C10-FULL-YC31509", + "C10-FULL-YC31569", + "C10-FULL-YC32156", + "C10-FULL-YC32716", + "C10-FULL-YC33022", + "C10-FULL-YC33053", + "C10-FULL-YC33349", + "C10-FULL-YC35454", + "C10-FULL-YC35652", + "C10-FULL-YC36776", + "C10-FULL-YC36840", + "C10-FULL-YC38492", + "C10-CURRENT-HOME-YC32156", + "C10-CURRENT-HOME-YC33349", + "C10-CURRENT-HOME-YC36840", + "C10-CURRENT-HOME-YC31333", + "C10-CURRENT-HOME-YC31366", + "C10-CURRENT-HOME-YC30712", + "C10-CURRENT-HOME-YC31341", + "C10-CURRENT-HOME-YC30947", + "C10-CURRENT-HOME-YC36776" + ], + "handling": "设备销售、按时/按月/按完成工作收费、人工接管、机器人部件、模型/数据及运维服务分别标记。未来2027部署、原型、预售、LOI与验收回款分开；旧Riff/Thesis/Spatial AI/Instance等沿革、前雇主成果和客户成本不归当前公司收入。" + }, + { + "id": "OCTAPULSE-R-CONTRACT", + "type": "水产视觉产品、机器人路线图与合同口径", + "company": "OctaPulse", + "scope": "companies", + "companyIds": [ + "YC31141" + ], + "summary": "从目录深化为行业应用个案，保留原目录来源。当前两项视觉/数字孪生产品与未来机器人单元分开，旧六位数年合同和现付费试点只记录一次数量级信号。", + "evidenceIds": [ + "C10-FULL-YC31141", + "C10-CURRENT-HOME-YC31141", + "OCTAPULSE-CONTRACT-LAUNCH" + ], + "handling": "合同与试点均未核回款或收入确认，revenueStatus仍unknown；无币种与准确金额，不进入MRR/ARR比较，未把paid字样转成已确认年度收入。官网空壳缺项、法律主体和技术自述限制保留。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index cc94811..8f63395 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-42", + "version": "2026-10-30-43", "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": "原新增目录中25条深化为个案并保留来源；当前基础项293条主营分类人工复核。此前52项C02及本轮40项C04规则初分均人工复核；本轮31项保留、9项按训练数据/模型优化/通信运行设施/专业应用/增长任务移类。Nimbic官网补产品，Polymorph具体交付仍缺；Mesmer/Armature服务与软件分开，旧产品、前雇主业绩及演示财务排除。继续核其他规则分类及全部主体、技术、合同与财务，不把人工主营复核当来源全量或完整尽调完成。", + "nextCheck": "原新增目录中26条深化为个案并保留来源；当前基础项330条主营分类人工复核。此前C02/C04及本轮38项C10规则初分均有主营人工复核；本轮27项保留、11项按模型/数据/评测/专业软件及现场服务移类，6官网正文与4访问缺项分开。OctaPulse六位数合同/试点不当已确认收入或ARR，原型/预售/2027部署与交货分开；AI-ready测试仪器及Mantle现场服务的AI核心性待补证。继续核其他规则分类及全部主体、技术、交付和财务，不把主营复核当完整来源覆盖。", "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 649cc5e..238bd6a 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-software-classification-1", + "sourceVersion": "2026-10-30-robotics-remainder-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",