diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 2225b75..aa4f125 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, 2191); - assert.equal(research.observations.length, 304); + assert.equal(research.evidence.length, 2235); + assert.equal(research.observations.length, 314); 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 f8fcdfe..42bb3d9 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, 2191); - assert.equal(initial.observations.length, 304); + assert.equal(initial.evidence.length, 2235); + assert.equal(initial.observations.length, 314); 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, 138); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 140); 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")!; @@ -86,10 +86,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); assert.equal(summary.reduce((n, c) => n + c.count, 0), 1051); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 48); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 49); 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), 982); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 981); 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")); @@ -99,9 +99,32 @@ test("disclosure counts exclude client income, biographies, targets and duplicat assert.ok(arena.metric !== "mrr" && arena.metric !== "arr", "a two-week cumulative figure cannot become MRR or ARR"); }); +test("service run rates, legacy freight revenue and paid adoption do not become platform ARR", () => { + const snapshot = seed as ResearchSnapshot; + const runRate = snapshot.observations.find((o) => o.id === "INDUSTRY11-O-LOCKE-RUNRATE")!; + assert.equal(runRate.metric, "annualized-revenue"); + assert.equal(runRate.selection, "historical"); + assert.equal(runRate.observedAt, undefined); + assert.equal(runRate.comparisonGroup, null); + assert.equal(snapshot.companies.find((c) => c.id === "YC33283")?.revenueStatus, "self"); + for (const id of ["TRUEMILE-OLD-REV", "VELTHA-DEMO", "LANTERN-OLD-REV"]) { + const observation = snapshot.observations.find((o) => o.id === `INDUSTRY11-O-${id}`)!; + assert.equal(observation.selection, "excluded"); + assert.equal(observation.metric, undefined); + assert.equal(observation.comparisonGroup, null); + } + for (const [id, company] of [["VERDANT-DEPLOY", "YC32189"], ["SUTRIX-PAID", "YC36576"]]) { + const observation = snapshot.observations.find((o) => o.id === `INDUSTRY11-O-${id}`)!; + assert.equal(observation.selection, "adoption"); + assert.equal(observation.metric, undefined); + assert.equal(snapshot.companies.find((c) => c.id === company)?.revenueStatus, "unknown"); + } + assert.ok(platformIncomeSample(snapshot, { windowDays: 90 }).points.every((point) => !point.observation.id.startsWith("INDUSTRY11-"))); +}); + 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, 64); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 65); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 9); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 877660e..c7f550b 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-industry-10", + "version": "2026-10-31-industry-11", "asOf": "2026-10-31", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -17838,30 +17838,32 @@ "id": "YC31363", "name": "Saffron", "url": "https://www.ycombinator.com/companies/saffron", - "cat": "C07", + "cat": "C05", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Helping your company find 10x engineers.", - "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": "以真实代码库和AI辅助编程过程评估工程师候选人。", + "buyer": "企业技术招聘及工程团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "评估对象是人而非基础模型，移企业通用工作；创始人研究履历不当当前产品独立评测，评分公平与防作弊、实际付费未核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31363" + "YC-E-31363", + "INDUSTRY11-CAT-YC31363" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：以真实代码库和AI辅助编程过程评估工程师候选人。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "SaaS", "Human Resources", "HR Tech" - ] + ], + "businessModel": "通用招聘评测软件；任务、沙盒、评分和支持费用待核" }, { "id": "YC31366", @@ -18015,32 +18017,34 @@ "id": "YC31374", "name": "Tenet Industries", "url": "https://www.ycombinator.com/companies/tenet-industries", - "cat": "C07", + "cat": "C10", "year": 2026, "team": 3, "location": "Munich, Germany", - "business": "公司简介：AI-automated factory for PCBAs", - "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": "建设采用AI及机器人的电子制造与PCB组装工厂。", + "buyer": "电子产品及制造采购团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移实体制造，目录称正在慕尼黑建厂，不认定已建成或实现即时量产；加工订单不等软件订阅，设备利用率、合同及交付能力未核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31374" + "YC-E-31374", + "INDUSTRY11-CAT-YC31374" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：建设采用AI及机器人的电子制造与PCB组装工厂。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Hardware", "Manufacturing", "Automation", "Electronics", "Industrial" - ] + ], + "businessModel": "电子制造服务；厂房、设备、物料和加工成本待拆" }, { "id": "YC31376", @@ -18972,27 +18976,31 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Diffusing AI into critical industries", - "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。", - "cohort": "2026年成立", + "business": "自述以通用智能重建关键行业公司，当前具体交付待核。", + "buyer": "关键行业经营主体，具体买家待核", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "短简介暂留行业专业，不能仅因AGI命名归基础模型。附载Mount保险发布与现AGI Deploy Co的改名/业务链未核，旧媒体40万收入不归当前公司；官网读取缺项。 原始成立及团队快照保留；主营复核不等财务或技术审计。", + "cohort": "2026年成立；原Mount发布与现AGI Deploy Co的主体及业务沿革待核", "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-31440" + "YC-E-31440", + "INDUSTRY11-CAT-YC31440", + "INDUSTRY11-AGI-ACCESS", + "INDUSTRY11-MOUNT-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：自述以通用智能重建关键行业公司，当前具体交付待核。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Health Tech", "Healthcare", "Health & Wellness", "AI" - ] + ], + "businessModel": "行业经营与改造；承保、软件或其他当前收费边界未核" }, { "id": "YC31441", @@ -19287,28 +19295,30 @@ "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：AI-Native Investor Relations", - "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": "协助上市公司准备业绩会、投资者沟通及后续经营工作。", + "buyer": "上市公司CFO及投资者关系团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留专业IR而非面向个人投资者或通用CRM。引用与提词、经营优化未实测；节省时间及利润最大化宣传不是公司收入。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31461" + "YC-E-31461", + "INDUSTRY11-CAT-YC31461" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：协助上市公司准备业绩会、投资者沟通及后续经营工作。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Generative AI", "Finance", "Enterprise", "Operations", "AI" - ] + ], + "businessModel": "投资者关系专业软件；数据、席位、接入与实施费待拆" }, { "id": "YC31463", @@ -19640,25 +19650,27 @@ "year": 2026, "team": null, "location": "San Francisco", - "business": "公司简介：The full-stack AI CRO for drug discovery.", - "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AI辅助药物研发CRO服务，并开发癌症患者移动平台。", + "buyer": "药企研发团队及癌症患者", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "主交付按CRO保留行业，患者应用另列而不重复增公司。所谓从发现到上市不证明临床有效或取得批准；目录团队为0保留原值，不推没有人员。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31490" + "YC-E-31490", + "INDUSTRY11-CAT-YC31490" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：提供AI辅助药物研发CRO服务，并开发癌症患者移动平台。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Health Tech", "Healthcare" - ] + ], + "businessModel": "医药研究服务与患者软件双线；实验、专业人力、临床及软件收入待拆" }, { "id": "YC31491", @@ -20045,28 +20057,30 @@ "id": "YC31520", "name": "Kinect", "url": "https://www.ycombinator.com/companies/kinect", - "cat": "C07", + "cat": "C06", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The AI revenue platform for D2C brands", - "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DTC品牌提供对话导购、动态页面及面向购物代理的品牌资料。", + "buyer": "电商品牌及增长团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移客户收入运营；11家live客户不直接等11家付费，80%新访客对话和客户销售不当Kinect营收，品牌数据接口不使全公司成为通用Agent设施。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31520" + "YC-E-31520", + "INDUSTRY11-CAT-YC31520" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为DTC品牌提供对话导购、动态页面及面向购物代理的品牌资料。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "E-commerce" - ] + ], + "businessModel": "电商客户运营软件；对话用量、接入、品牌数据和支持费待拆" }, { "id": "YC31524", @@ -21073,28 +21087,30 @@ "year": 2026, "team": 6, "location": "San Francisco", - "business": "公司简介：Legora for physical engineering firms", - "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": "为工程公司和设施业主生成工程包、图纸等多专业设计材料。", + "buyer": "EPC工程公司及基础设施业主", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留工程软件而非直接承建电厂。Fortune 500采用不等付费金额，前线工程师仍属成本；创始人Heimdal及Orion融资不归Torus收入。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31858" + "YC-E-31858", + "INDUSTRY11-CAT-YC31858" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为工程公司和设施业主生成工程包、图纸等多专业设计材料。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Construction", "Energy", "Enterprise Software", "AI", "Industrial" - ] + ], + "businessModel": "工程专业软件与前线实施；图纸、集成、驻场及专业复核费待拆" }, { "id": "YC31989", @@ -21220,31 +21236,34 @@ "id": "YC32122", "name": "Donkey", "url": "https://www.ycombinator.com/companies/donkey", - "cat": "C07", + "cat": "C10", "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：The AI-native trading company: factory prices, delivered, one number", - "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": "以自营贸易主体承接进口货物报价、采购、验货及交付。", + "buyer": "批发商、建筑商及进口货物买家", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移实体交付；买家向Donkey购买货物而非购买采购软件。锁价后成本变化由其承担，AI寻源与确定性定价分开；货款、毛利和经常性软件收入不可互换。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32122" + "YC-E-32122", + "INDUSTRY11-CAT-YC32122", + "INDUSTRY11-DONKEY-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：以自营贸易主体承接进口货物报价、采购、验货及交付。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Logistics", "Manufacturing", "Supply Chain", "AI" - ] + ], + "businessModel": "货物买卖；采购、运费、关税、汇率、验货和营运资金成本待拆" }, { "id": "YC32124", @@ -21953,25 +21972,27 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI Agents to Make Local Gov Efficient", - "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": "为地方政府审核许可申请、检查材料并生成后续报告。", + "buyer": "地方政府建筑及规划部门", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留政务应用；200多申请与4州4付费部署分别记录，不猜合同金额。110亿年度政府行业支出不作公司收入，AI错误及正式审批仍待核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32189" + "YC-E-32189", + "INDUSTRY11-CAT-YC32189" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为地方政府审核许可申请、检查材料并生成后续报告。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "GovTech", "AI" - ] + ], + "businessModel": "政府许可专业软件；申请量、接入、实施及人工判断成本待拆" }, { "id": "YC32190", @@ -22083,31 +22104,33 @@ "id": "YC32194", "name": "GUILD", "url": "https://www.ycombinator.com/companies/guild", - "cat": "C07", + "cat": "C10", "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：Making Defense Manufacturing Faster and Cheaper", - "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": "承接政府航空航天零件合同并组织制造及交付。", + "buyer": "政府及航空航天采购团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "按实际零件交付移实体产业，不当软件席位或获客平台。自述赢合同不等已确认收入，制造自动化程度、产能和实际订单未独立核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32194" + "YC-E-32194", + "INDUSTRY11-CAT-YC32194" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：承接政府航空航天零件合同并组织制造及交付。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Manufacturing", "Supply Chain", "Defense", "AI" - ] + ], + "businessModel": "实体制造承包；材料、加工、检测、履约及人力费用待拆" }, { "id": "YC32195", @@ -22448,26 +22471,29 @@ "year": 2026, "team": 5, "location": "Oslo, Norway", - "business": "公司简介：AI-native debt collection company", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "以AI及人工专员提供催收沟通、分期安排和后台文书服务。", + "buyer": "银行、贷款机构、公用事业等债权人", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留专业催收，非普通营销呼叫。最多90%案件自动化只是厂商自述；争议和人工请求转专员。债权余额、代收回款和自有收费分开，牌照及收费未核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32222" + "YC-E-32222", + "INDUSTRY11-CAT-YC32222", + "INDUSTRY11-AUDUN-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：以AI及人工专员提供催收沟通、分期安排和后台文书服务。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Fintech", "Finance", "AI" - ] + ], + "businessModel": "专业债务催收服务；回收佣金/服务费、渠道和人工成本待核" }, { "id": "YC32223", @@ -22866,31 +22892,34 @@ "id": "YC32286", "name": "Definite", "url": "https://www.ycombinator.com/companies/definite", - "cat": "C07", + "cat": "C05", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Build everyday back-office agents on one live model of your books", - "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": "只读整合ERP、账簿、薪酬及支付资料供财务分析和代理使用。", + "buyer": "跨行业企业内部财务及后台团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "按现通用财务移C05；旧银行监管报告定位分期。模型提出映射，确定性规则计算并由人审批；官网示例余额/收入不是公司财务，未写回或移动资金为自述未实测。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32286" + "YC-E-32286", + "INDUSTRY11-CAT-YC32286", + "INDUSTRY11-DEFINITE-HOME" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：只读整合ERP、账簿、薪酬及支付资料供财务分析和代理使用。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Fintech", "SaaS", "Finance", "AI" - ] + ], + "businessModel": "通用财务工作软件；连接、数据映射、定制实施及部署费待拆" }, { "id": "YC32288", @@ -22927,25 +22956,29 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI native TPA starting with workers comp", - "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": "辅助理赔全案审核与人工签批；近期发布另称工伤TPA端到端服务。", + "buyer": "保险公司、理赔管理方及自保雇主", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留行业理赔。10月7日TPA发布与现官网多险种AI adjuster定位并列，不能断言只卖软件或已完全转型。持牌理算师签批是自述；演示赔款和希望引荐的大公司不是实际收入或客户。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32352" + "YC-E-32352", + "INDUSTRY11-CAT-YC32352", + "INDUSTRY11-VELTHA-HOME", + "INDUSTRY11-VELTHA-TPA" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：辅助理赔全案审核与人工签批；近期发布另称工伤TPA端到端服务。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Fintech", "Insurance" - ] + ], + "businessModel": "保险理赔软件与TPA服务口径并存；许可、专业审核及收费范围待核" }, { "id": "YC32418", @@ -23256,27 +23289,29 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI Operating System for Wholesale Distribution", - "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": "为批发分销商处理库存预测、客户服务和ERP订单工作。", + "buyer": "批发分销及供应链运营团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留行业全流程，不只按客服移获客运营。官网/发布自述自我改进非独立验证，人类审核异常和更正仍在；60万亿市场、客户订单行数、创始人旧公司ARR不归当前收入。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32617" + "YC-E-32617", + "INDUSTRY11-CAT-YC32617" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为批发分销商处理库存预测、客户服务和ERP订单工作。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "SaaS", "B2B", "Supply Chain", "AI" - ] + ], + "businessModel": "批发运营软件；系统接入、数据、任务和人工异常处理成本待拆" }, { "id": "YC32618", @@ -23597,27 +23632,29 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Predict how market participants behave", - "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": "为投资机构及企业研究投资假设并进行市场研究和模拟。", + "buyer": "投资机构及企业研究团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留专业投资研究；客户基金管理4000亿以上资产不是LATO收入，行业单次50万尽调成本不当自身价目或ARR，专家来源及报告质量未独立核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32682" + "YC-E-32682", + "INDUSTRY11-CAT-YC32682" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为投资机构及企业研究投资假设并进行市场研究和模拟。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "B2B", "Investing", "Market Research", "AI" - ] + ], + "businessModel": "投资研究软件与服务；专家访谈、数据、报告和专业审核费待拆" }, { "id": "YC32716", @@ -24107,32 +24144,35 @@ "id": "YC32985", "name": "Lumeria", "url": "https://www.ycombinator.com/companies/lumeria", - "cat": "C07", + "cat": "C10", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Oura Ring for Skin", - "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": "提供手机夹式多光谱皮肤扫描硬件及长期追踪软件。", + "buyer": "个人皮肤健康及护肤用户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移实体硬件，个人应用为配套。8月199预售价和后续329计划不当现价、实收或MRR，9—10月计划发货不证明已交付；创始人内容观看量不是付费数或临床验证。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "历史2026-08-12发布预售199、后续329及三个月Premium，币种沿原文$；当前价、预售收款及发货未核", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32985" + "YC-E-32985", + "INDUSTRY11-CAT-YC32985", + "INDUSTRY11-LUMERIA-PREORDER" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：提供手机夹式多光谱皮肤扫描硬件及长期追踪软件。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Consumer Health Services", "Health Tech", "Health & Wellness", "Skincare", "AI" - ] + ], + "businessModel": "消费硬件与配套软件；设备、制造物流、订阅及支持费待拆" }, { "id": "YC32988", @@ -24325,26 +24365,29 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI Workforce for lenders", - "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": "为信贷团队连接贷款资料并处理监控、合规和承保后台。", + "buyer": "信贷基金、银行、信用社及金融科技机构", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留金融专业应用；约10亿应收款流经平台是客户资产/业务规模，非Levocred收入或自有贷款。创始人旧2亿资产组合及信贷额度不归当前公司。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33023" + "YC-E-33023", + "INDUSTRY11-CAT-YC33023", + "INDUSTRY11-LEVOCRED-RECEIVABLES" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为信贷团队连接贷款资料并处理监控、合规和承保后台。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Finance", "B2B", "Enterprise Software" - ] + ], + "businessModel": "信贷专业软件；数据连接、工作流、部署和专业复核费待拆" }, { "id": "YC33045", @@ -25000,25 +25043,41 @@ "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：The AI-native firm for public influence.", - "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": "结合内部政策专家及AI系统提供政府事务和政府销售专业服务。", + "buyer": "需要政策沟通及政府合同支持的企业", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留专业服务而非通用销售平台。原文年化收入运行率超过50万不等ARR；官网人员审核和建立关系仍属交付，政府10万亿预算不是公司收入，财务截至日和币种未核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有历史年化收入运行率自述；不是已核ARR，当前财务和经常性未核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33283" + "YC-E-33283", + "INDUSTRY11-CAT-YC33283", + "INDUSTRY11-LOCKE-HOME", + "INDUSTRY11-LOCKE-LAUNCH" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-31人工复核原目录标签初分：结合内部政策专家及AI系统提供政府事务和政府销售专业服务。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "GovTech", "AI" - ] + ], + "businessModel": "专业政府事务服务；人员、资料及内部软件成本，合同和经常性待拆", + "directoryOrigin": "yc-2025-2026", + "entityBasis": "YC与官网域名及创始人对应；页脚Justinian AI, Inc.，精确注册、签约及收入主体未核。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "已读内部Agent、客户上下文及政策专家审核交付描述；未执行产品、测试准确性或核专业服务成果。", + "evidenceIds": [ + "INDUSTRY11-CAT-YC33283", + "INDUSTRY11-LOCKE-HOME", + "INDUSTRY11-LOCKE-LAUNCH" + ] + } }, { "id": "YC33310", @@ -25149,32 +25208,34 @@ "id": "YC33317", "name": "Wondering", "url": "https://www.ycombinator.com/companies/wondering", - "cat": "C07", + "cat": "C09", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Duolingo for learning anything", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将个人学习主题转为短课、视觉内容、播客及互动练习。", + "buyer": "个人学习用户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移个人应用而非学校专业采购；免费入门不等全部业务免费或零收入，个性化与记忆效果未独立测试，实际付费待核。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33317" + "YC-E-33317", + "INDUSTRY11-CAT-YC33317" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：将个人学习主题转为短课、视觉内容、播客及互动练习。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "AI-Enhanced Learning", "Education", "Consumer", "AI", "AI Assistant" - ] + ], + "businessModel": "个人学习软件；订阅、内容生成及支持费用待核" }, { "id": "YC33318", @@ -26082,28 +26143,30 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：World's Earliest Test for Alzheimer's Biomarkers", - "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": "在诊所通过VR眼动任务、附件及ML模型提供认知风险评估。", + "buyer": "长寿诊所、相关医疗机构及患者", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "按诊所检测交付保留行业，不当通用消费VR或已验证基础模型。提前15年、早期干预等只是公司主张，专利申请不等性能或审批，其他药品批准不证明该测试获批。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-34862" + "YC-E-34862", + "INDUSTRY11-CAT-YC34862" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：在诊所通过VR眼动任务、附件及ML模型提供认知风险评估。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Hard Tech", "Hardware", "Machine Learning", "B2B", "Healthcare" - ] + ], + "businessModel": "医疗检测服务及配套设备；临床人力、硬件、检测和模型成本待拆" }, { "id": "YC34893", @@ -26382,63 +26445,68 @@ "id": "YC35128", "name": "Talos", "url": "https://www.ycombinator.com/companies/talos-us", - "cat": "C07", + "cat": "C10", "year": 2026, "team": 3, "location": "Baltimore, MD", - "business": "公司简介：Predictive maintenance for power 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": "以监测设备及异常模型诊断变压器等电力设施并建议维护。", + "buyer": "电力设备及基础设施运营方", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移实体监测，不从预测维护推自主控制电网。故障定位、预防损失和模型准确性未独立验证，行业停电损失不作公司收入。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35128" + "YC-E-35128", + "INDUSTRY11-CAT-YC35128" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：以监测设备及异常模型诊断变压器等电力设施并建议维护。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Deep Learning", "Hardware", "IoT", "Energy", "AI" - ] + ], + "businessModel": "电力监测系统；设备、安装、连接、软件及维护费用待拆" }, { "id": "YC35190", "name": "Lantern AI", "url": "https://www.ycombinator.com/companies/lantern-ai", - "cat": "C07", + "cat": "C05", "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Turn Your Taste Into Hires", - "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": "为企业整合人才检索、申请审核、AI面试和招聘分析。", + "buyer": "企业招聘及用人团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移企业通用招聘；People API是另一个产品入口，不把整个公司归通用基础设施。十亿专业人员图谱不是用户数或自研基础模型证明，创始人旧200万销售及曝光不当当前收入。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35190" + "YC-E-35190", + "INDUSTRY11-CAT-YC35190", + "INDUSTRY11-LANTERN-OLD-SALES" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为企业整合人才检索、申请审核、AI面试和招聘分析。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Human Resources", "Recruiting", "HR Tech", "Talent Acquisition", "AI" - ] + ], + "businessModel": "通用招聘软件与人才API；席位、用量、数据及接入费待拆" }, { "id": "YC35191", @@ -26651,31 +26719,35 @@ "id": "YC35266", "name": "TrueMile", "url": "https://www.ycombinator.com/companies/truemile", - "cat": "C07", + "cat": "C10", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：AI-native trucking company", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", - "cohort": "2026年成立", + "business": "以自有车队和真人司机承运货物，AI辅助规划、找货及调度。", + "buyer": "有固定整车运输需求的货主", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移实体运输，每票货和运价由人批准；无人卡车是未来计划。创始人家族运输700万以上历史收入与工具衍生TrueMile分开，法人/资产延续待核，不把全部旧运费转成新公司ARR。 原始成立及团队快照保留；主营复核不等财务或技术审计。", + "cohort": "2026年成立；自述由家族运输业务工具衍生，2026目录年份不证明旧经营、法人及资产另起，沿革待核", "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-35266" + "YC-E-35266", + "INDUSTRY11-CAT-YC35266", + "INDUSTRY11-TRUEMILE-HOME", + "INDUSTRY11-TRUEMILE-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：以自有车队和真人司机承运货物，AI辅助规划、找货及调度。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "AIOps", "Machine Learning", "Logistics", "Data Science" - ] + ], + "businessModel": "运输承运；运费、车辆、司机、燃油、保险和人工运营成本待拆" }, { "id": "YC35289", @@ -26776,28 +26848,30 @@ "year": 2025, "team": 5, "location": "Boston", - "business": "公司简介：At-home molecular body test: 1,000+ biomarkers from a drop of blood", - "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": "开发居家分子检测并整合生物标记、可穿戴与健康记录。", + "buyer": "个人检测用户及潜在健康服务合作方", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "按检测服务保留行业；1000标记性能、检测资格和风险准确性未独立核。人类生物学世界模型是发展目标，不认定已有通用模型、已获医疗批准或已实现模拟效果。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-35322" + "YC-E-35322", + "INDUSTRY11-CAT-YC35322" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：开发居家分子检测并整合生物标记、可穿戴与健康记录。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Health Tech", "Consumer", "Diagnostics", "Health & Wellness", "AI" - ] + ], + "businessModel": "健康检测服务；采样、实验室、专业复核及软件成本待核" }, { "id": "YC35355", @@ -27414,26 +27488,30 @@ "year": 2026, "team": 12, "location": "Los Angeles, CA", - "business": "公司简介：The AI-Native Benefits Brokerage", - "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": "为中小雇主提供健康福利经纪、续保及投保管理服务。", + "buyer": "200人以下雇主及保险方", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留专业经纪，不能按员工管理软件推席位收入。公司发布称由保险方支付，雇主无费不等没有公司收入；Plated旧400万多付福利和官网客户节省非Ignition收入。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", - "price": "本轮未逐一核验", + "price": "原始发布称由保险方支付、雇主无费；佣金或其他合同费率未给，不等零收入", "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-36015" + "YC-E-36015", + "INDUSTRY11-CAT-YC36015", + "INDUSTRY11-IGNITION-HOME", + "INDUSTRY11-IGNITION-LAUNCH" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为中小雇主提供健康福利经纪、续保及投保管理服务。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Health Insurance", "Insurance", "AI" - ] + ], + "businessModel": "福利保险经纪；保险方支付，佣金合同、专业人力及平台成本待核" }, { "id": "YC36016", @@ -27656,28 +27734,30 @@ "id": "YC36181", "name": "Archangel Health", "url": "https://www.ycombinator.com/companies/archangel-health", - "cat": "C07", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Infra to make AI safe enough to practice medicine", - "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": "为医疗AI后训练和评估提供EHR环境、医生核验数据及基准。", + "buyer": "前沿模型实验室、医疗AI企业及医疗系统", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移模型训练设施，非直接诊疗或患者检测。去标识及医生核验是自述未独立审计，现采用不等合同金额；开源后训练是进一步方向，未验证临床安全或数据权利。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36181" + "YC-E-36181", + "INDUSTRY11-CAT-YC36181" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为医疗AI后训练和评估提供EHR环境、医生核验数据及基准。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Health Tech" - ] + ], + "businessModel": "医疗模型训练数据与RL环境；医生标注、数据授权、计算及服务费待拆" }, { "id": "YC36213", @@ -27937,25 +28017,27 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Deployed AI to turn EHR data into study-ready datasets", - "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": "在研究团队环境内整合病历和设备资料形成临床研究数据集。", + "buyer": "医疗临床研究团队", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "保留医疗研究应用，当前交付非通用模型训练数据。10家以上机构付费采用不等10家公司ARR可估；80%节省未独立核，模糊案例人工复核，旧HSS700团队及Kairo退出不归Sutrix采用或营收。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36576" + "YC-E-36576", + "INDUSTRY11-CAT-YC36576" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：在研究团队环境内整合病历和设备资料形成临床研究数据集。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "Healthcare", "Healthcare IT" - ] + ], + "businessModel": "研究专业数据软件与实施；映射、接入、专业审核及部署成本待拆" }, { "id": "YC36577", @@ -28212,30 +28294,32 @@ "id": "YC36940", "name": "Quippy", "url": "https://www.ycombinator.com/companies/quippy", - "cat": "C07", + "cat": "C09", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Helps build social skills through daily practice", - "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": "为个人提供日常社交情境对话练习和逐句反馈。", + "buyer": "个人沟通训练用户", + "delivery": "已读YC当前主营及相关发布节选；选定官网另列，付费、交付和能力未独立核。", + "notes": "移个人应用，非企业销售训练或已验证心理治疗。自适应课程和稳定改善是产品主张，未独立测效果，实际付费和留存仍缺。 原始成立及团队快照保留；主营复核不等财务或技术审计。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", "stage": "目录公开，商业成熟度待核验", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36940" + "YC-E-36940", + "INDUSTRY11-CAT-YC36940" ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-31人工复核原目录标签初分：为个人提供日常社交情境对话练习和逐句反馈。 按当前买家和交付区分企业工作、专业服务、个人应用与实体交付。", "directoryTags": [ "AI-Enhanced Learning", "Social", "Health & Wellness" - ] + ], + "businessModel": "个人练习应用；订阅、对话用量及支持费用待核" }, { "id": "YC36972", @@ -36136,6 +36220,157 @@ "reason": "重复发布不重复计数，旧公司收入不转给当前建筑软件", "evidence": "INDUSTRY10-CAT-YC31243", "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-LOCKE-RUNRATE", + "company": "YC33283", + "name": "Locke", + "kind": "历史年化收入运行率自述", + "value": 500000, + "bound": ">", + "unit": "原文$，币种待核", + "timing": "2026-08-06发布称静默上线六周，精确财务日未给", + "scope": "政府事务服务业务，软件/人力及合同覆盖未拆", + "selection": "historical", + "reason": "原文annual revenue run-rate不是ARR；币种、确认和经常性未核，不入同期比较", + "evidence": "INDUSTRY11-LOCKE-LAUNCH", + "comparisonGroup": null, + "metric": "annualized-revenue" + }, + { + "id": "INDUSTRY11-O-MOUNT-OLD-MEDIA", + "company": "YC31440", + "name": "AGI Deploy Co", + "kind": "创始人旧媒体公司收入", + "value": 400000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-05-22发布追述，经营期间未给", + "scope": "John此前AI媒体业务，非Mount或AGI Deploy Co收入", + "selection": "excluded", + "reason": "旧媒体收入不归现保险或行业改造业务", + "evidence": "INDUSTRY11-MOUNT-LAUNCH", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-TRUEMILE-OLD-REV", + "company": "YC35266", + "name": "TrueMile", + "kind": "创始人家族运输历史收入", + "value": 7000000, + "bound": ">", + "unit": "原文$，币种待核", + "timing": "当前YC简介追述，累计经营期和实体延续未给", + "scope": "家族卡车运输业务，非已证明TrueMile同期收入", + "selection": "excluded", + "reason": "工具衍生沿革不足以转移旧运输收入，不记ARR或当前新公司业绩", + "evidence": "INDUSTRY11-CAT-YC35266", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-LATO-CLIENT-AUM", + "company": "YC32682", + "name": "LATO", + "kind": "客户基金管理资产规模", + "value": 400000000000, + "bound": ">", + "unit": "原文$，币种待核", + "timing": "当前YC简介，资产基准日未给", + "scope": "客户投资机构资产，非LATO自有收入", + "selection": "excluded", + "reason": "客户AUM不是研究平台收费，不假设费率反推ARR", + "evidence": "INDUSTRY11-CAT-YC32682", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-LEVOCRED-ASSETS", + "company": "YC33023", + "name": "Levocred AI", + "kind": "客户应收款流经平台", + "value": 1000000000, + "bound": "≈", + "unit": "原文$，币种待核", + "timing": "2026-08-11发布，资产时点未给", + "scope": "客户信贷/应收业务规模，非Levocred收入", + "selection": "excluded", + "reason": "处理金额不是自身营收，前职资产组合亦排除", + "evidence": "INDUSTRY11-LEVOCRED-RECEIVABLES", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-LANTERN-OLD-REV", + "company": "YC35190", + "name": "Lantern AI", + "kind": "创始人此前创业销售", + "value": 2000000, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-10-28发布追述，旧财务期未给", + "scope": "创始人旧公司，非Lantern收入", + "selection": "excluded", + "reason": "旧公司销售和人才图谱不推现公司收入", + "evidence": "INDUSTRY11-LANTERN-OLD-SALES", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-IGNITION-OLD-COST", + "company": "YC36015", + "name": "Ignition Benefits", + "kind": "创始人前公司多付福利费用", + "value": 4000000, + "bound": ">", + "unit": "原文$，币种待核", + "timing": "2026-10-22发布追述五年", + "scope": "Plated福利成本，非Ignition收入", + "selection": "excluded", + "reason": "旧雇主支出和当前客户节省均不是经纪费收入", + "evidence": "INDUSTRY11-IGNITION-LAUNCH", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-VERDANT-DEPLOY", + "company": "YC32189", + "name": "Verdant", + "kind": "付费部署采用", + "value": 4, + "bound": "=", + "unit": "机构/部署数", + "timing": "当前YC简介，四周平均销售周期非收入期", + "scope": "4州付费部署数，不等独立法人或合同金额", + "selection": "adoption", + "reason": "只证明有付费采用的自述，不能乘未知标价推MRR", + "evidence": "INDUSTRY11-CAT-YC32189", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-SUTRIX-PAID", + "company": "YC36576", + "name": "Sutrix", + "kind": "付费研究机构采用", + "value": 10, + "bound": ">=", + "unit": "机构/部署数", + "timing": "当前YC简介，统计截至日未给", + "scope": "10家以上机构中的研究团队，非收入数", + "selection": "adoption", + "reason": "机构/团队数和80%预备时间下降非ARR，旧HSS700团队不相加", + "evidence": "INDUSTRY11-CAT-YC36576", + "comparisonGroup": null + }, + { + "id": "INDUSTRY11-O-VELTHA-DEMO", + "company": "YC32352", + "name": "Veltha", + "kind": "官网示例理赔赔款", + "value": 27355.03, + "bound": "=", + "unit": "原文$，币种待核", + "timing": "2026-10-31读取，非实际财务期间", + "scope": "sample crop claim演示赔付，非Veltha收入", + "selection": "excluded", + "reason": "演示理赔金额不是公司收费，也不证明实际付款", + "evidence": "INDUSTRY11-VELTHA-HOME", + "comparisonGroup": null } ], "evidence": [ @@ -60239,6 +60474,490 @@ "kind": "公司公开资料复核", "summary": "发布称已评估3000多次assessment，原文$60k ARR。", "limitation": "发布日非精确财务截至日，正文可更新；币种、经常性、合同覆盖及实际收款未核，评测量不等付费客户。" + }, + { + "id": "INDUSTRY11-CAT-YC31363", + "companyId": "YC31363", + "title": "Saffron当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/saffron", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以真实代码库和AI辅助编程过程评估工程师候选人。 评估对象是人而非基础模型，移企业通用工作；创始人研究履历不当当前产品独立评测，评分公平与防作弊、实际付费未核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC31374", + "companyId": "YC31374", + "title": "Tenet Industries当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/tenet-industries", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "建设采用AI及机器人的电子制造与PCB组装工厂。 移实体制造，目录称正在慕尼黑建厂，不认定已建成或实现即时量产；加工订单不等软件订阅，设备利用率、合同及交付能力未核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC31440", + "companyId": "YC31440", + "title": "AGI Deploy Co当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/agi-deploy-co", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "自述以通用智能重建关键行业公司，当前具体交付待核。 短简介暂留行业专业，不能仅因AGI命名归基础模型。附载Mount保险发布与现AGI Deploy Co的改名/业务链未核，旧媒体40万收入不归当前公司；官网读取缺项。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC31461", + "companyId": "YC31461", + "title": "Collar当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/collar", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "协助上市公司准备业绩会、投资者沟通及后续经营工作。 保留专业IR而非面向个人投资者或通用CRM。引用与提词、经营优化未实测；节省时间及利润最大化宣传不是公司收入。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC31490", + "companyId": "YC31490", + "title": "Nxtcure Labs当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/nxtcure-labs", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供AI辅助药物研发CRO服务，并开发癌症患者移动平台。 主交付按CRO保留行业，患者应用另列而不重复增公司。所谓从发现到上市不证明临床有效或取得批准；目录团队为0保留原值，不推没有人员。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC31520", + "companyId": "YC31520", + "title": "Kinect当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/kinect", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为DTC品牌提供对话导购、动态页面及面向购物代理的品牌资料。 移客户收入运营；11家live客户不直接等11家付费，80%新访客对话和客户销售不当Kinect营收，品牌数据接口不使全公司成为通用Agent设施。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC31858", + "companyId": "YC31858", + "title": "Torus当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/torus", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为工程公司和设施业主生成工程包、图纸等多专业设计材料。 保留工程软件而非直接承建电厂。Fortune 500采用不等付费金额，前线工程师仍属成本；创始人Heimdal及Orion融资不归Torus收入。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32122", + "companyId": "YC32122", + "title": "Donkey当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/donkey", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以自营贸易主体承接进口货物报价、采购、验货及交付。 移实体交付；买家向Donkey购买货物而非购买采购软件。锁价后成本变化由其承担，AI寻源与确定性定价分开；货款、毛利和经常性软件收入不可互换。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32189", + "companyId": "YC32189", + "title": "Verdant当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/verdant", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为地方政府审核许可申请、检查材料并生成后续报告。 保留政务应用；200多申请与4州4付费部署分别记录，不猜合同金额。110亿年度政府行业支出不作公司收入，AI错误及正式审批仍待核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32194", + "companyId": "YC32194", + "title": "GUILD当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/guild", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "承接政府航空航天零件合同并组织制造及交付。 按实际零件交付移实体产业，不当软件席位或获客平台。自述赢合同不等已确认收入，制造自动化程度、产能和实际订单未独立核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32222", + "companyId": "YC32222", + "title": "Audun当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/audun", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以AI及人工专员提供催收沟通、分期安排和后台文书服务。 保留专业催收，非普通营销呼叫。最多90%案件自动化只是厂商自述；争议和人工请求转专员。债权余额、代收回款和自有收费分开，牌照及收费未核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32286", + "companyId": "YC32286", + "title": "Definite当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/definite", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "只读整合ERP、账簿、薪酬及支付资料供财务分析和代理使用。 按现通用财务移C05；旧银行监管报告定位分期。模型提出映射，确定性规则计算并由人审批；官网示例余额/收入不是公司财务，未写回或移动资金为自述未实测。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32352", + "companyId": "YC32352", + "title": "Veltha当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/veltha", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "辅助理赔全案审核与人工签批；近期发布另称工伤TPA端到端服务。 保留行业理赔。10月7日TPA发布与现官网多险种AI adjuster定位并列，不能断言只卖软件或已完全转型。持牌理算师签批是自述；演示赔款和希望引荐的大公司不是实际收入或客户。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32617", + "companyId": "YC32617", + "title": "Whitespace当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/whitespace", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为批发分销商处理库存预测、客户服务和ERP订单工作。 保留行业全流程，不只按客服移获客运营。官网/发布自述自我改进非独立验证，人类审核异常和更正仍在；60万亿市场、客户订单行数、创始人旧公司ARR不归当前收入。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32682", + "companyId": "YC32682", + "title": "LATO当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/lato", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为投资机构及企业研究投资假设并进行市场研究和模拟。 保留专业投资研究；客户基金管理4000亿以上资产不是LATO收入，行业单次50万尽调成本不当自身价目或ARR，专家来源及报告质量未独立核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC32985", + "companyId": "YC32985", + "title": "Lumeria当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/lumeria", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "提供手机夹式多光谱皮肤扫描硬件及长期追踪软件。 移实体硬件，个人应用为配套。8月199预售价和后续329计划不当现价、实收或MRR，9—10月计划发货不证明已交付；创始人内容观看量不是付费数或临床验证。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC33023", + "companyId": "YC33023", + "title": "Levocred AI当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/levocred-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为信贷团队连接贷款资料并处理监控、合规和承保后台。 保留金融专业应用；约10亿应收款流经平台是客户资产/业务规模，非Levocred收入或自有贷款。创始人旧2亿资产组合及信贷额度不归当前公司。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC33283", + "companyId": "YC33283", + "title": "Locke当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/locke", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "结合内部政策专家及AI系统提供政府事务和政府销售专业服务。 保留专业服务而非通用销售平台。原文年化收入运行率超过50万不等ARR；官网人员审核和建立关系仍属交付，政府10万亿预算不是公司收入，财务截至日和币种未核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC33317", + "companyId": "YC33317", + "title": "Wondering当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/wondering", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "将个人学习主题转为短课、视觉内容、播客及互动练习。 移个人应用而非学校专业采购；免费入门不等全部业务免费或零收入，个性化与记忆效果未独立测试，实际付费待核。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC34862", + "companyId": "YC34862", + "title": "Saccade当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/saccade", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在诊所通过VR眼动任务、附件及ML模型提供认知风险评估。 按诊所检测交付保留行业，不当通用消费VR或已验证基础模型。提前15年、早期干预等只是公司主张，专利申请不等性能或审批，其他药品批准不证明该测试获批。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC35128", + "companyId": "YC35128", + "title": "Talos当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/talos-us", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以监测设备及异常模型诊断变压器等电力设施并建议维护。 移实体监测，不从预测维护推自主控制电网。故障定位、预防损失和模型准确性未独立验证，行业停电损失不作公司收入。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC35190", + "companyId": "YC35190", + "title": "Lantern AI当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/lantern-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为企业整合人才检索、申请审核、AI面试和招聘分析。 移企业通用招聘；People API是另一个产品入口，不把整个公司归通用基础设施。十亿专业人员图谱不是用户数或自研基础模型证明，创始人旧200万销售及曝光不当当前收入。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC35266", + "companyId": "YC35266", + "title": "TrueMile当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/truemile", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "以自有车队和真人司机承运货物，AI辅助规划、找货及调度。 移实体运输，每票货和运价由人批准；无人卡车是未来计划。创始人家族运输700万以上历史收入与工具衍生TrueMile分开，法人/资产延续待核，不把全部旧运费转成新公司ARR。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC35322", + "companyId": "YC35322", + "title": "Helios Intelligence当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/helios-intelligence", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "开发居家分子检测并整合生物标记、可穿戴与健康记录。 按检测服务保留行业；1000标记性能、检测资格和风险准确性未独立核。人类生物学世界模型是发展目标，不认定已有通用模型、已获医疗批准或已实现模拟效果。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC36015", + "companyId": "YC36015", + "title": "Ignition Benefits当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/ignition-benefits", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为中小雇主提供健康福利经纪、续保及投保管理服务。 保留专业经纪，不能按员工管理软件推席位收入。公司发布称由保险方支付，雇主无费不等没有公司收入；Plated旧400万多付福利和官网客户节省非Ignition收入。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC36181", + "companyId": "YC36181", + "title": "Archangel Health当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/archangel-health", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为医疗AI后训练和评估提供EHR环境、医生核验数据及基准。 移模型训练设施，非直接诊疗或患者检测。去标识及医生核验是自述未独立审计，现采用不等合同金额；开源后训练是进一步方向，未验证临床安全或数据权利。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC36576", + "companyId": "YC36576", + "title": "Sutrix当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/sutrix", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "在研究团队环境内整合病历和设备资料形成临床研究数据集。 保留医疗研究应用，当前交付非通用模型训练数据。10家以上机构付费采用不等10家公司ARR可估；80%节省未独立核，模糊案例人工复核，旧HSS700团队及Kairo退出不归Sutrix采用或营收。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-CAT-YC36940", + "companyId": "YC36940", + "title": "Quippy当前主营和数字归属", + "url": "https://www.ycombinator.com/companies/quippy", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "为个人提供日常社交情境对话练习和逐句反馈。 移个人应用，非企业销售训练或已验证心理治疗。自适应课程和稳定改善是产品主张，未独立测效果，实际付费和留存仍缺。", + "limitation": "机构页面及附载发布是公司自述，可后续编辑；年份、团队、收入和能力非独立核验，不把资金/资产、旧公司、行业数字、报价或采用数当自身ARR。" + }, + { + "id": "INDUSTRY11-LOCKE-HOME", + "companyId": "YC33283", + "title": "Locke当前专业人员与内部AI交付", + "url": "https://locke.inc/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "内部政策人员和游说专家审核AI输出并开展关系工作；现列游说及政府销售，公共事务和监管合规标coming soon。页脚为Justinian AI, Inc.。", + "limitation": "没有读取注册、合同或收费明细，不把内部软件当独立SaaS；页脚名称不证明注册日期，发展方向不当已交付。" + }, + { + "id": "INDUSTRY11-TRUEMILE-HOME", + "companyId": "YC35266", + "title": "TrueMile当前人车运营与审批", + "url": "https://truemile.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网以自有卡车及真人司机承运，数学优化规划、AI执行；人员审核每票货并签运价，有司机招聘和owner-operator合作入口。", + "limitation": "未核车队权属、运力、运输资质或实际成本；家族业务转型链未清，当前收入不由创始人旧运费继承。" + }, + { + "id": "INDUSTRY11-DEFINITE-HOME", + "companyId": "YC32286", + "title": "Definite现通用财务模型及演示边界", + "url": "https://www.usedefinite.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称只读整合财务系统，客户配置规则决定处置；模型提议，确定性计算和人工审核。提供托管、客户云/VPC、本地与隔离部署。", + "limitation": "示例余额、收入及费用明确为illustrative，不是公司财务。定制映射和缺失连接开发是实施工作，未验证权限、准确性、收费或运行产品。" + }, + { + "id": "INDUSTRY11-AGI-ACCESS", + "companyId": "YC31440", + "title": "AGI Deploy Co当前官网缺项", + "url": "https://agideploy.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "网页工具未取得官网正文，当前关键行业重建定位仅据短YC简介。", + "limitation": "不可读不代表停业；未核与Mount改名、收购、承保资格、当前产品或收费，不从旧发布推定当前交付。" + }, + { + "id": "INDUSTRY11-VELTHA-HOME", + "companyId": "YC32352", + "title": "Veltha现官网理赔软件与TPA发布差异", + "url": "https://veltha.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网现称多险种AI adjuster，由用户理算师审核签批，展示样例农险赔付27355.03；页脚Veltha Inc.。", + "limitation": "样例赔付不是公司收入或实际客户回款。现网站和近期TPA发布交付范围不同，是否双线、转型、合同收费及持牌人员责任待核，未运行处理真实理赔。" + }, + { + "id": "INDUSTRY11-AUDUN-HOME", + "companyId": "YC32222", + "title": "Audun人工接管及催收服务", + "url": "https://audun.co/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网描述分析余额及历史资料、协商支付，争议及请求人工帮助的情形交给案件专员，页脚Audun Inc.。", + "limitation": "未核债权人合同、佣金费率、牌照或实际回收，借款人余额和代收支付不是本公司营收。" + }, + { + "id": "INDUSTRY11-IGNITION-HOME", + "companyId": "YC36015", + "title": "Ignition持牌专家与客户费用边界", + "url": "https://www.ignitionbenefits.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网称AI福利经纪和持牌专家协作，雇主无直接费用；列客户年度节省案例156914和113115。", + "limitation": "未核持牌登记、保险方佣金、实际理赔和续费。客户节省为公司转述，不能记自身收入，雇主免费不等零营收。" + }, + { + "id": "INDUSTRY11-DONKEY-HOME", + "companyId": "YC32122", + "title": "Donkey货物买卖主体与锁价责任", + "url": "https://donkey.trade/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "官网示例由Donkey Trade Inc.作为卖方签货物销售确认，货值、运费和关税列项，签后成本变化自行承担，员工在厂验货。", + "limitation": "示例51318.92到岸报价和复购宣传不是已确认收入。精确注册、存货权属、总额/净额会计、退款和贸易毛利未核，不能视SaaS。" + }, + { + "id": "INDUSTRY11-LOCKE-LAUNCH", + "companyId": "YC33283", + "title": "Locke历史年化收入运行率原文", + "url": "https://www.ycombinator.com/launches/SSp-locke-the-first-ai-government-affairs-firm", + "publishedAt": "2026-08-06", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布自述静默上线六周后超过原文$500K annual revenue run-rate。", + "limitation": "不是ARR表述；币种、精确财务日、确认、回款和服务经常性未核，不能用发布日或访问日替代财务日。" + }, + { + "id": "INDUSTRY11-TRUEMILE-LAUNCH", + "companyId": "YC35266", + "title": "TrueMile运营沿革及人工审批", + "url": "https://www.ycombinator.com/launches/Waf-truemile-the-ai-native-trucking-company", + "publishedAt": "2026-10-28", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "自述家族运输业务起家、以自有车队启动；每票货由人批准，四个月每英里收入及里程相对行业的表现为自述。", + "limitation": "17%/8%每英里提升及10%里程增加不是收入总额或独立实测；旧业务实体延续和当前收入缺项。" + }, + { + "id": "INDUSTRY11-MOUNT-LAUNCH", + "companyId": "YC31440", + "title": "附载Mount保险发布与创始人旧媒体收入", + "url": "https://www.ycombinator.com/launches/QUI-mount-the-ai-agent-insurance-carrier", + "publishedAt": "2026-05-22", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "2026-05-22发布AI Agent责任保险扫描、红队及承保愿景；John此前媒体公司原文$400K收入。", + "limitation": "Mount与现AGI Deploy Co的沿革及承保许可未核，既有媒体收入排除，保险保费不视软件ARR。" + }, + { + "id": "INDUSTRY11-VELTHA-TPA", + "companyId": "YC32352", + "title": "Veltha十月TPA专业服务发布", + "url": "https://www.ycombinator.com/launches/U2X-veltha-ai-native-tpa-for-workers-comp", + "publishedAt": "2026-10-07", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "10月7日自述工伤TPA端到端服务，持牌理算师审核签每个决定；期望引荐多家雇主。", + "limitation": "未核许可、客户、理赔及收费；期望引荐的Disney等不是已签客户，6小时到10分钟为厂商效果主张，网站定位另列。" + }, + { + "id": "INDUSTRY11-IGNITION-LAUNCH", + "companyId": "YC36015", + "title": "Ignition付款方原始发布", + "url": "https://www.ycombinator.com/launches/TzC-ignition-the-ai-native-benefits-broker-for-modern-companies", + "publishedAt": "2026-10-22", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布明确由保险方支付而非雇主；创始人Plated旧福利多付400万以上。", + "limitation": "没有佣金费率、真实合同金额或财务期间，旧客户多付费用与新经纪收入分开。" + }, + { + "id": "INDUSTRY11-LUMERIA-PREORDER", + "companyId": "YC32985", + "title": "Lumeria历史预售和计划发货", + "url": "https://www.ycombinator.com/launches/Sbr-lumeria-what-if-there-was-an-oura-ring-for-skin", + "publishedAt": "2026-08-12", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "8月12日发布199创始预售价至8月16日、之后329，并计划9—10月发货及含三个月Premium。", + "limitation": "历史报价、预售与承诺发货不等已收确认收入、实际发货或当前价格，设备和后续软件收入分开。" + }, + { + "id": "INDUSTRY11-LEVOCRED-RECEIVABLES", + "companyId": "YC33023", + "title": "Levocred平台应收款规模", + "url": "https://www.ycombinator.com/launches/SZ8-levocred-ai-platform-for-credit-funds-fintechs-and-banks", + "publishedAt": "2026-08-11", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布称约原文$1Bn应收款流经平台；创始人以前管理$200M组合。", + "limitation": "客户业务/资产规模及创始人旧组合不是公司营收，不能假设佣金率推ARR。" + }, + { + "id": "INDUSTRY11-LANTERN-OLD-SALES", + "companyId": "YC35190", + "title": "Lantern招聘交付及旧销售归属", + "url": "https://www.ycombinator.com/launches/WZB-lantern-agentic-recruiting-platform-for-the-future", + "publishedAt": "2026-10-28", + "accessedAt": "2026-10-31", + "kind": "公司公开资料复核", + "summary": "发布自述十亿人才图谱和招聘任务，创始人此前创业合计原文$2M销售。", + "limitation": "人才资料数不是独立用户、付费或自研模型证明；此前企业业绩不能转给Lantern。" } ], "reviews": [ @@ -64185,6 +64904,102 @@ "INDUSTRY10-LITMUS-LAUNCH" ], "handling": "精确财务日、币种、经常性、收款及服务拆分待核，不入同期可比ARR或平台MRR。演示测试与沙盒执行描述不等独立技术评测或评分公平保证，招聘决定仍需用户负责。" + }, + { + "id": "INDUSTRY11-R-TAGS28", + "type": "行业原标签池最终28项交付复核", + "company": "原C07目录标签池剩余28家公司", + "scope": "companies", + "companyIds": [ + "YC31363", + "YC31374", + "YC31440", + "YC31461", + "YC31490", + "YC31520", + "YC31858", + "YC32122", + "YC32189", + "YC32194", + "YC32222", + "YC32286", + "YC32352", + "YC32617", + "YC32682", + "YC32985", + "YC33023", + "YC33317", + "YC34862", + "YC35128", + "YC35190", + "YC35266", + "YC35322", + "YC36015", + "YC36181", + "YC36576", + "YC36940" + ], + "summary": "28项当前主营及相关发布节选已读；15保留行业、13迁移。原68项标签池全部主营复核，合计39保留、29迁移，不代表所有财务/能力已核。", + "evidenceIds": [ + "INDUSTRY11-CAT-YC31363", + "INDUSTRY11-CAT-YC31374", + "INDUSTRY11-CAT-YC31440", + "INDUSTRY11-CAT-YC31461", + "INDUSTRY11-CAT-YC31490", + "INDUSTRY11-CAT-YC31520", + "INDUSTRY11-CAT-YC31858", + "INDUSTRY11-CAT-YC32122", + "INDUSTRY11-CAT-YC32189", + "INDUSTRY11-CAT-YC32194", + "INDUSTRY11-CAT-YC32222", + "INDUSTRY11-CAT-YC32286", + "INDUSTRY11-CAT-YC32352", + "INDUSTRY11-CAT-YC32617", + "INDUSTRY11-CAT-YC32682", + "INDUSTRY11-CAT-YC32985", + "INDUSTRY11-CAT-YC33023", + "INDUSTRY11-CAT-YC33317", + "INDUSTRY11-CAT-YC34862", + "INDUSTRY11-CAT-YC35128", + "INDUSTRY11-CAT-YC35190", + "INDUSTRY11-CAT-YC35266", + "INDUSTRY11-CAT-YC35322", + "INDUSTRY11-CAT-YC36015", + "INDUSTRY11-CAT-YC36181", + "INDUSTRY11-CAT-YC36576", + "INDUSTRY11-CAT-YC36940", + "INDUSTRY11-TRUEMILE-HOME", + "INDUSTRY11-DEFINITE-HOME", + "INDUSTRY11-AGI-ACCESS", + "INDUSTRY11-VELTHA-HOME", + "INDUSTRY11-AUDUN-HOME", + "INDUSTRY11-IGNITION-HOME", + "INDUSTRY11-DONKEY-HOME", + "INDUSTRY11-TRUEMILE-LAUNCH", + "INDUSTRY11-MOUNT-LAUNCH", + "INDUSTRY11-VELTHA-TPA", + "INDUSTRY11-IGNITION-LAUNCH", + "INDUSTRY11-LUMERIA-PREORDER", + "INDUSTRY11-LEVOCRED-RECEIVABLES", + "INDUSTRY11-LANTERN-OLD-SALES" + ], + "handling": "自营贸易、运输、制造及检测和软件分开；Definite示例、Veltha演示赔款、客户资产和旧公司销售排除。Veltha官网与TPA发布、AGI Deploy与Mount、TrueMile家族业务沿革分别留缺。Verdant和Sutrix付费采用不推MRR。" + }, + { + "id": "INDUSTRY11-R-LOCKE", + "type": "专业服务年化收入与ARR区别", + "company": "Locke", + "scope": "companies", + "companyIds": [ + "YC33283" + ], + "summary": "原始发布称超过50万annual revenue run-rate，录为历史年化收入而非ARR；官网确认内部政策专家与Agent协作。", + "evidenceIds": [ + "INDUSTRY11-CAT-YC33283", + "INDUSTRY11-LOCKE-HOME", + "INDUSTRY11-LOCKE-LAUNCH" + ], + "handling": "原文$币种、精确财务日、实际回款、合同经常性及人力/软件分摊未核；Justinian AI, Inc.页脚非注册证明。不能按专业服务运行率计算同期SaaS行业平均ARR或造假概率。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 8b2f8d1..3a99404 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-industry-10", + "version": "2026-10-31-industry-11", "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36条深化并保留发现来源；本快照基础项612条主营人工复核。原C07主营规则池184项已读：135保留、49迁移；原C07标签池68项中的40项已读：24保留、16迁移，余28项。Litmus历史6万ARR留缺不入同期比较；LogosGuard个人/企业数据流和Control Seat现硬件维护/旧集成分开。Inth产品代码审核及收费、Axial现内核/旧制造、FinalDoseAI实际作用与临床证据均按范围记录。客户节省、专利支出、前机构资产及旧收入排除。C05原主营规则89项成果待另一分支整合；其他基础资料、全部公开来源及财务/技术缺项继续保留。", + "nextCheck": "原新增目录37条深化并保留发现来源；本快照基础项639条主营人工复核。原C07主营规则池184项已读：135保留、49迁移；原C07标签池68项全部已读：39保留、29迁移。合计252项主营复核，不等所有公司财务/技术已核。Locke历史超过50万年化收入运行率不是ARR；Donkey/TrueMile贸易与运输、保险经纪和TPA服务不当同质SaaS。Veltha官网/TPA定位、Mount与AGI Deploy、TrueMile家族业务沿革、AGI官网缺项保留。付费采用不推收入，客户资产、旧公司及演示金额排除。C05原主营规则89项成果待另一分支整合；其他基础资料、全部公开来源及财务/技术缺项仍需继续核对。", "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 81d567c..e1e615e 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-industry-10", + "sourceVersion": "2026-10-31-industry-11", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",