Classify robotics and evaluation infrastructure with historical-test and future-pricing limits

This commit is contained in:
2026-11-01 03:24:07 +08:00
parent 55b8fea7a8
commit db70ef32da
5 changed files with 663 additions and 51 deletions
+2 -2
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@@ -182,9 +182,9 @@ async function main() {
assert.equal(researchResponse.status, 200, "authenticated research API");
assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
const research = await researchResponse.json();
assert.equal(research.companies.length, 1296);
assert.equal(research.companies.length, 1302);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 5290);
assert.equal(research.evidence.length, 5310);
assert.equal(research.observations.length, 493);
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 });
+10 -10
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@@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l
for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
assert.equal(consumeCode(config, "invalid"), "limited");
const initial = readResearchSnapshot();
assert.equal(initial.companies.length, 1296);
assert.equal(initial.evidence.length, 5290);
assert.equal(initial.companies.length, 1302);
assert.equal(initial.evidence.length, 5310);
assert.equal(initial.observations.length, 493);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 19);
assert.equal(businessReviews.length, 22);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
.sort((a, b) => a.id.localeCompare(b.id)),
"business model assessments and company/evidence links persist in the shared database");
@@ -169,8 +169,8 @@ 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, 285);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 156);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 291);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 157);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 62);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -190,11 +190,11 @@ test("reviews link explicit companies without turning global or excluded cases i
test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
const snapshot = seed as ResearchSnapshot;
const summary = categorySummary(snapshot);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1296);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1302);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 63);
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), 1212);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1218);
assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
@@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
test("technical reviews keep accessible materials separate from tested capabilities", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 287);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 293);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -645,10 +645,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent
const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records);
assert.equal(newlyRegistered.length, 242);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 5);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 52);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 58);
assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1);
assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 40,
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 34,
"a known self-reported founding year does not by itself establish the current AI business");
assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232);
assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) =>
+645 -33
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr-finance-1",
"version": "2026-11-01-sr-robot-evals-1",
"asOf": "2026-11-01",
"scope": "全球公开资料研究:保留首批个案,并扩展核查2025—2026八个YC批次候选池;成立年份以官方公司页面字段为依据。",
"limitations": [
@@ -41535,6 +41535,250 @@
"SRFIN1-SELLARA-BENCH"
]
}
},
{
"id": "AI205",
"name": "SafeWorld",
"url": "https://www.safeworld.ai",
"channel": "S14",
"cat": "C10",
"year": 2025,
"team": 6,
"location": "Palo Alto, California, United States of America(投资方资料)",
"business": "人机共处机器人的场景仿真、安全测试和风险评估软件。",
"buyer": "机器人开发商及企业工程/安全/运营团队",
"delivery": "公开网站/演示入口,产品/试点通过独立MSA/SOW等协议",
"price": "未见统一金额或按场景/项目/用量的实际合同",
"businessModel": "机器人评估软件及服务,场景/仿真、数据验证、专业审查和反复版本测试成本待核",
"entityBasis": "SafeWorld, Inc.网站条款自述,独立注册及实际产品协议未核",
"stage": "公开网站/演示入口,产品/试点通过独立MSA/SOW等协议",
"cohort": "投资方自报2025成立;独立注册及品牌起点待核",
"teamBasis": "公开档案人数,2026-11-01读取,统计截至日未知",
"sourceType": "公开投资方档案及公司官网/价格/条款/历史测试记录",
"notes": "标价、未来月费、候补/预订、示例交易和历史通过率不作已核收入/ARR;实际交付/净费、留存与成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C42",
"SRROBOT1-SAFEWORLD-HOME",
"SRROBOT1-SAFEWORLD-TERMS",
"SRROBOT1-SAFEWORLD-PRIVACY"
],
"revenueStatus": "unknown",
"classificationBasis": "按任务分为机器人/实体评估C10、多Agent测试设施C03、模型后训练C02及通用工作助手C05;评估/培训服务与硬件软件收费分母另保留。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "只读公开业务/合同及厂商历史测试记录,未运行产品/代码、模型或机器人;历史JSON并非公开代码/权重和独立复现,未核安全认证或当前性能。",
"evidenceIds": [
"SRPRO1-P-SR006R-C42",
"SRROBOT1-SAFEWORLD-HOME",
"SRROBOT1-SAFEWORLD-TERMS",
"SRROBOT1-SAFEWORLD-PRIVACY"
]
}
},
{
"id": "AI206",
"name": "Sparta / Worlds",
"url": "https://usesparta.co",
"channel": "S14",
"cat": "C03",
"year": 2025,
"team": 3,
"location": "San Fransisco, California, United States of America(投资方资料)",
"business": "在支持的工具副本里验证Agent实际状态变化和工作流结果。",
"buyer": "开发/部署企业Agent的工程团队",
"delivery": "closed beta.7,需申请;历史beta.1记录公开,当前子集/实时验收限制分列",
"price": "初始月Solo原$0、Team500、Growth2500含credits;未记录本地运行免费,付费另协议",
"businessModel": "本地免费+记录/AI场景/托管额度及企业定制,外部模型/CI/存储费用分列",
"entityBasis": "Sparta AI, Inc.官网页脚,beta许可与付费协议分列,独立注册未核",
"stage": "closed beta.7,需申请;历史beta.1记录公开,当前子集/实时验收限制分列",
"cohort": "投资方自报2025成立;独立注册及品牌起点待核",
"teamBasis": "公开档案人数,2026-11-01读取,统计截至日未知",
"sourceType": "公开投资方档案及公司官网/价格/条款/历史测试记录",
"notes": "标价、未来月费、候补/预订、示例交易和历史通过率不作已核收入/ARR;实际交付/净费、留存与成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C50",
"SRROBOT1-SPARTA-HOME",
"SRROBOT1-SPARTA-PRICE",
"SRROBOT1-SPARTA-FIDELITY",
"SRROBOT1-SPARTA-JSON",
"SRROBOT1-SPARTA-LIMITS",
"SRROBOT1-SPARTA-TERMS"
],
"revenueStatus": "unknown",
"classificationBasis": "按任务分为机器人/实体评估C10、多Agent测试设施C03、模型后训练C02及通用工作助手C05;评估/培训服务与硬件软件收费分母另保留。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "只读公开业务/合同及厂商历史测试记录,未运行产品/代码、模型或机器人;历史JSON并非公开代码/权重和独立复现,未核安全认证或当前性能。",
"evidenceIds": [
"SRPRO1-P-SR006R-C50",
"SRROBOT1-SPARTA-HOME",
"SRROBOT1-SPARTA-PRICE",
"SRROBOT1-SPARTA-FIDELITY",
"SRROBOT1-SPARTA-JSON",
"SRROBOT1-SPARTA-LIMITS",
"SRROBOT1-SPARTA-TERMS"
]
}
},
{
"id": "AI207",
"name": "Syncere / Lume",
"url": "https://syncere.com",
"channel": "S14",
"cat": "C10",
"year": 2025,
"team": 8,
"location": "Palo Alto, California, United States of America(投资方资料)",
"business": "可执行家务的灯形家用机器人硬件及自主功能服务。",
"buyer": "家庭用户和早期购买者",
"delivery": "当前邀请购买/预订,演示任务与实际交付/批量出货未独立核",
"price": "原$2,699起硬件;Care489、Autonomy679终身方案;79/月为2027Q2未来计划",
"businessModel": "机器人硬件+长期维护/自主功能,终身与未来月费分列;制造/退货/保修和持续云成本待核",
"entityBasis": "Syncere AI, Inc.网站条款自述,独立注册和实际交货订单未核",
"stage": "当前邀请购买/预订,演示任务与实际交付/批量出货未独立核",
"cohort": "投资方自报2025成立;独立注册及品牌起点待核",
"teamBasis": "公开档案人数,2026-11-01读取,统计截至日未知",
"sourceType": "公开投资方档案及公司官网/价格/条款/历史测试记录",
"notes": "标价、未来月费、候补/预订、示例交易和历史通过率不作已核收入/ARR;实际交付/净费、留存与成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C53",
"SRROBOT1-SYNCERE-HOME",
"SRROBOT1-SYNCERE-PRICE",
"SRROBOT1-SYNCERE-TERMS",
"SRROBOT1-SYNCERE-SR"
],
"revenueStatus": "unknown",
"classificationBasis": "按任务分为机器人/实体评估C10、多Agent测试设施C03、模型后训练C02及通用工作助手C05;评估/培训服务与硬件软件收费分母另保留。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "只读公开业务/合同及厂商历史测试记录,未运行产品/代码、模型或机器人;历史JSON并非公开代码/权重和独立复现,未核安全认证或当前性能。",
"evidenceIds": [
"SRPRO1-P-SR006R-C53",
"SRROBOT1-SYNCERE-HOME",
"SRROBOT1-SYNCERE-PRICE",
"SRROBOT1-SYNCERE-TERMS",
"SRROBOT1-SYNCERE-SR"
]
}
},
{
"id": "AI208",
"name": "ThirdBrain Labs",
"url": "https://thirdbrainlabs.ai",
"channel": "S14",
"cat": "C02",
"year": 2025,
"team": 2,
"location": "San Francisco, California, United States of America(投资方资料)",
"business": "捕获领域专家反馈、评估与后训练/部署的专用模型设施。",
"buyer": "企业/领域专家及希望持有专用模型的团队",
"delivery": "工作流反馈+自动evals/训练部署服务,公开demo,无独立能力验证",
"price": "未见公开具体金额、算力/训练/部署合同",
"businessModel": "后训练设施+工程服务,专家标注/验证、训练算力、权重交付/许可及持续更新成本待核",
"entityBasis": "品牌ThirdBrain Labs,法律页正文错配/占位;精确法人、IP和实际合同未核",
"stage": "工作流反馈+自动evals/训练部署服务,公开demo,无独立能力验证",
"cohort": "投资方自报2025成立;独立注册及品牌起点待核",
"teamBasis": "公开档案人数,2026-11-01读取,统计截至日未知",
"sourceType": "公开投资方档案及公司官网/价格/条款/历史测试记录",
"notes": "标价、未来月费、候补/预订、示例交易和历史通过率不作已核收入/ARR;实际交付/净费、留存与成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C55",
"SRROBOT1-THIRDBRAIN-HOME",
"SRROBOT1-THIRDBRAIN-TERMS",
"SRROBOT1-THIRDBRAIN-PRIVACY"
],
"revenueStatus": "unknown",
"classificationBasis": "按任务分为机器人/实体评估C10、多Agent测试设施C03、模型后训练C02及通用工作助手C05;评估/培训服务与硬件软件收费分母另保留。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "只读公开业务/合同及厂商历史测试记录,未运行产品/代码、模型或机器人;历史JSON并非公开代码/权重和独立复现,未核安全认证或当前性能。",
"evidenceIds": [
"SRPRO1-P-SR006R-C55",
"SRROBOT1-THIRDBRAIN-HOME",
"SRROBOT1-THIRDBRAIN-TERMS",
"SRROBOT1-THIRDBRAIN-PRIVACY"
]
}
},
{
"id": "AI209",
"name": "Dispatcher",
"url": "https://www.dispatchersystems.com",
"channel": "S14",
"cat": "C10",
"year": 2025,
"team": 2,
"location": "San Francisco, California, United States of America(投资方资料)",
"business": "无人机实时情境分析、自然语言任务和工业场景报告软件。",
"buyer": "建设/农业/工业等无人机运营及相关企业团队",
"delivery": "官网演示入口,软件/硬件及运营交付责任未由具体合同核对",
"price": "未见统一金额、软件/按机/项目或运营服务报价",
"businessModel": "实体作业软件与集成,传感器/边缘算力、硬件适配/维护及运营人员成本待核",
"entityBasis": "Dispatcher Inc.官网页脚自述,独立注册和实际产品/运营合同未核",
"stage": "官网演示入口,软件/硬件及运营交付责任未由具体合同核对",
"cohort": "投资方自报2025成立;独立注册及品牌起点待核",
"teamBasis": "公开档案人数,2026-11-01读取,统计截至日未知",
"sourceType": "公开投资方档案及公司官网/价格/条款/历史测试记录",
"notes": "标价、未来月费、候补/预订、示例交易和历史通过率不作已核收入/ARR;实际交付/净费、留存与成本未知。",
"evidenceIds": [
"SRPRO1-P-SR005R-C18",
"SRROBOT1-DISPATCHER-HOME",
"SRROBOT1-DISPATCHER-TERMS"
],
"revenueStatus": "unknown",
"classificationBasis": "按任务分为机器人/实体评估C10、多Agent测试设施C03、模型后训练C02及通用工作助手C05;评估/培训服务与硬件软件收费分母另保留。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "只读公开业务/合同及厂商历史测试记录,未运行产品/代码、模型或机器人;历史JSON并非公开代码/权重和独立复现,未核安全认证或当前性能。",
"evidenceIds": [
"SRPRO1-P-SR005R-C18",
"SRROBOT1-DISPATCHER-HOME",
"SRROBOT1-DISPATCHER-TERMS"
]
}
},
{
"id": "AI210",
"name": "Sonatic",
"url": "https://sonatic.com",
"channel": "S14",
"cat": "C05",
"year": 2025,
"team": 4,
"location": "san francisco, California, United States of America(投资方资料)",
"business": "观察工作上下文并跨应用生成和执行任务的助手。",
"buyer": "知识工作者及其工作团队",
"delivery": "waitlist;屏幕/麦克风和应用接入,复杂任务草稿人审,自主/隐私未实测",
"price": "未见统一实价或实际商业合同,政策提订阅不等已经收费",
"businessModel": "跨工具工作助手,模型/多模态、连接/权限、持续上下文和人工确认成本待核",
"entityBasis": "AGI Comp, Inc.官网及政策自述,精确注册/本域服务条款和实际合同未核",
"stage": "waitlist;屏幕/麦克风和应用接入,复杂任务草稿人审,自主/隐私未实测",
"cohort": "投资方自报2025成立;独立注册及品牌起点待核",
"teamBasis": "公开档案人数,2026-11-01读取,统计截至日未知",
"sourceType": "公开投资方档案及公司官网/价格/条款/历史测试记录",
"notes": "标价、未来月费、候补/预订、示例交易和历史通过率不作已核收入/ARR;实际交付/净费、留存与成本未知。",
"evidenceIds": [
"SRPRO1-P-SR005R-C48",
"SRROBOT1-SONATIC-HOME",
"SRROBOT1-SONATIC-PRIVACY"
],
"revenueStatus": "unknown",
"classificationBasis": "按任务分为机器人/实体评估C10、多Agent测试设施C03、模型后训练C02及通用工作助手C05;评估/培训服务与硬件软件收费分母另保留。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "只读公开业务/合同及厂商历史测试记录,未运行产品/代码、模型或机器人;历史JSON并非公开代码/权重和独立复现,未核安全认证或当前性能。",
"evidenceIds": [
"SRPRO1-P-SR005R-C48",
"SRROBOT1-SONATIC-HOME",
"SRROBOT1-SONATIC-PRIVACY"
]
}
}
],
"observations": [
@@ -104746,7 +104990,7 @@
},
{
"id": "SRPRO1-P-SR005R-C18",
"companyId": null,
"companyId": "AI209",
"title": "Dispatcher公开独立档案:成立/团队字段",
"url": "https://speedrun.a16z.com/companies/dispatcher",
"publishedAt": null,
@@ -105054,7 +105298,7 @@
},
{
"id": "SRPRO1-P-SR005R-C48",
"companyId": null,
"companyId": "AI210",
"title": "Sonatic公开独立档案:成立/团队字段",
"url": "https://speedrun.a16z.com/companies/sonatic",
"publishedAt": null,
@@ -105560,7 +105804,7 @@
},
{
"id": "SRPRO1-P-SR006R-C42",
"companyId": null,
"companyId": "AI205",
"title": "SafeWorld公开独立档案:成立/团队字段",
"url": "https://speedrun.a16z.com/companies/safeworld",
"publishedAt": null,
@@ -105648,7 +105892,7 @@
},
{
"id": "SRPRO1-P-SR006R-C50",
"companyId": null,
"companyId": "AI206",
"title": "Sparta公开独立档案:成立/团队字段",
"url": "https://speedrun.a16z.com/companies/sparta",
"publishedAt": null,
@@ -105681,7 +105925,7 @@
},
{
"id": "SRPRO1-P-SR006R-C53",
"companyId": null,
"companyId": "AI207",
"title": "Syncere公开独立档案:成立/团队字段",
"url": "https://speedrun.a16z.com/companies/syncere",
"publishedAt": null,
@@ -105703,7 +105947,7 @@
},
{
"id": "SRPRO1-P-SR006R-C55",
"companyId": null,
"companyId": "AI208",
"title": "ThirdBrain Labs公开独立档案:成立/团队字段",
"url": "https://speedrun.a16z.com/companies/thirdbrain-labs",
"publishedAt": null,
@@ -107449,6 +107693,226 @@
"kind": "公司公开产品/合同与财务范围核对",
"summary": "公开前端说明Belong为金融科技而非银行、银行及卡由Middlesex Federal Savings Bank提供,平台负责技术/项目;持卡协议另列账户费。",
"limitation": "仅平台公开披露,未独立核合作/保险覆盖及实际开户,资金/卡消费总额不当平台收入,未读取银行/个人账户。"
},
{
"id": "SRROBOT1-SAFEWORLD-HOME",
"companyId": "AI205",
"title": "SafeWorld机器人场景评估平台",
"url": "https://www.safeworld.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "浏览抓取失败但普通HTTP200正文可读;面向人机共处机器人安全测试,用仿真/少见场景及重复测试支持工程/安全/运营判断,公开demo入口。",
"limitation": "仅产品/团队说明,未运行场景、读取机器人日志或独立验证安全/标准符合性;无公开费率或客户已签采购,页面演示不当真实部署。"
},
{
"id": "SRROBOT1-SAFEWORLD-TERMS",
"companyId": "AI205",
"title": "SafeWorld公开网站与产品合同分离",
"url": "https://www.safeworld.ai/terms-of-use",
"publishedAt": "2026-09-29",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "2026-09-29条款SafeWorld, Inc.;网站不公开提供产品,demo/试点/服务另签协议,网站材料非安全认证/监管批准。",
"limitation": "未取得产品MSA/SOW/DPA、注册原件或实价;教授/研究履历和网站说明不当机器人已获认证,也不外推客户产品安全。"
},
{
"id": "SRROBOT1-SAFEWORLD-PRIVACY",
"companyId": "AI205",
"title": "SafeWorld公共网站资料范围",
"url": "https://www.safeworld.ai/privacy-policy",
"publishedAt": "2026-09-29",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "2026-09-29网站隐私明确客户控制的产品数据由另行协议处理,不改变产品数据权利/训练或保密条款。",
"limitation": "不由营销网站隐私推产品零训练/本地/数据权属,未提交询价或收集个人及客户测试资料。"
},
{
"id": "SRROBOT1-SPARTA-HOME",
"companyId": "AI206",
"title": "Sparta Worlds封闭测试与动作验证",
"url": "https://www.usesparta.co/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "封闭beta,在支持的外部系统副本检查Agent实际状态变化,结合重复运行及CI;页面退款/错误率明确illustrative。",
"limitation": "未执行installer/CLI、申请token或调用Stripe;exact replicas不当全API兼容,示例金额/10.9%错误率非平台收入或独立测试结果。"
},
{
"id": "SRROBOT1-SPARTA-PRICE",
"companyId": "AI206",
"title": "Sparta本地免费和记录额度收费",
"url": "https://www.usesparta.co/pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "初始月方案Solo原$0含500credits、Team500含25K、Growth2500含200K;本地未记录运行不限,记录/AI场景/托管世界计额度。",
"limitation": "Beta申请不收费,付费另协议,标价不证明订阅。月额度/续年池、超额预算及定制实施分列;额度封顶可neutral skip不等Agent测试通过,不用报价年化收入。"
},
{
"id": "SRROBOT1-SPARTA-FIDELITY",
"companyId": "AI206",
"title": "Sparta历史版本一致性测试范围",
"url": "https://www.usesparta.co/fidelity",
"publishedAt": "2026-09-28",
"accessedAt": "2026-11-01",
"kind": "厂商历史测试方法及版本范围核对",
"summary": "2026-09-28旧beta.1对Stripe test mode的20探针中16应一致、4文档差异,20按预期;页面明确非当前beta验收及Zendesk资格。",
"limitation": "厂商历史测试,不当独立复现、全Stripe一致、生产担保或当前beta.7已过;需按日期/版本/已实现行为判断。"
},
{
"id": "SRROBOT1-SPARTA-JSON",
"companyId": "AI206",
"title": "Sparta可查历史测试JSON原始记录",
"url": "https://www.usesparta.co/results/drift/2026-09-28.json",
"publishedAt": "2026-09-28",
"accessedAt": "2026-11-01",
"kind": "公开厂商历史测试结果文件核对",
"summary": "普通HTTP200读取2730字节JSON,ran_at2026-09-28T08:12:30.072Z、twin_version0.9.0-beta.1,20条中16agree/4gap,全部ok及counts相符。",
"limitation": "SHA256 da5de209bd0c8a36383f2f8c373ff9121467bc4f4e7a5265f02a438f88825b4e;仅读取厂商结果非代码/权重或自运行测试,保持description,不冒充独立验收。"
},
{
"id": "SRROBOT1-SPARTA-LIMITS",
"companyId": "AI206",
"title": "Sparta当前支持子集与待验收项",
"url": "https://www.usesparta.co/known-limitations",
"publishedAt": "2026-09-28",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "beta范围限定Stripe、原生Zendesk及支持的组合子集;Zendesk live qualification、部分drafting/连接器仍待验收,明确若干API不支持。",
"limitation": "同初始状态/请求序列的world可重复,不等随机Agent每次同路径或本地运行时构成安全隔离;未安装或运行,不能用旧20/20覆盖当前版本。"
},
{
"id": "SRROBOT1-SPARTA-TERMS",
"companyId": "AI206",
"title": "Sparta免费beta与独立商业协议",
"url": "https://www.usesparta.co/beta-terms",
"publishedAt": "2026-09-28",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "2026-09-28 notice适用此前发布闭源免费beta;新访问需申请,申请不自动订阅;外部模型/基础设施自负,付费需独立协议。",
"limitation": "闭源包曾公开不等开源许可/代码已读,未下载/重分发/执行;历史免费条款和当前报价不相互覆盖,不证明实际付费客户或SLA。"
},
{
"id": "SRROBOT1-SYNCERE-HOME",
"companyId": "AI207",
"title": "Syncere Lume家用机器人灯",
"url": "https://syncere.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "Lume为可做家务的灯形家用机器人,当前官网产品/订购页面及影片展示,非单纯语音音箱。",
"limitation": "任务和安全为厂商演示,未独立测试/购买;实际批量出货、可靠性及真实家庭付费未知,不按影视演示认已部署性能。"
},
{
"id": "SRROBOT1-SYNCERE-PRICE",
"companyId": "AI207",
"title": "Lume硬件、长期维护和未来自主功能费",
"url": "https://syncere.com/product",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "单灯原$2,699起,LumeCare489终身符合条件硬件服务/电池,Autonomy679终身功能;无终身计划的79/月标为2027年Q2开始,购买需邀请码。",
"limitation": "未来月费非当前MRR,终身现金非年度订阅;首批终身保修及收费Care范围需实际订单核,硬件/软件/维护不能重复计费或推当前收入,未下单。"
},
{
"id": "SRROBOT1-SYNCERE-TERMS",
"companyId": "AI207",
"title": "Syncere预订可用性和时间估计",
"url": "https://syncere.com/tos",
"publishedAt": "2026-04-01",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "2026-04-01条款Syncere AI, Inc.,预订/早期交付时间是估计,功能/价格可变且可用性未保证。",
"limitation": "网站条款非已签交货/保修订单或独立注册;具体排期/收款/退订未知,不能把夏季计划当已经制造/出货。"
},
{
"id": "SRROBOT1-SYNCERE-SR",
"companyId": "AI207",
"title": "Syncere预订/候补需求非营业额",
"url": "https://speedrun.a16z.com/companies/syncere",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方档案需求/履约口径核对",
"summary": "档案2025、8人;称hundreds预订、millions dollars waitlist和夏季准备制造/交付,另有浏览量。",
"limitation": "候补需求/预订数未注明定金/净额/取消和实际交货;无明确金额、财务日/币种,不以标价乘人头生成收入或ARR。"
},
{
"id": "SRROBOT1-THIRDBRAIN-HOME",
"companyId": "AI208",
"title": "ThirdBrain专家反馈与模型后训练",
"url": "https://thirdbrainlabs.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "面向企业/领域专家,收集工作流内反馈、自动evals及后训练/部署专用模型,宣传客户拥有数据/权重/IP;团队服务部署数周。",
"limitation": "没有公开实价/已签交付、代码/权重或独立结果;培训/部署能力不当新通用基础模型,权属/训练范围需实际客户合同。"
},
{
"id": "SRROBOT1-THIRDBRAIN-TERMS",
"companyId": "AI208",
"title": "ThirdBrain Terms页正文为隐私式模板",
"url": "https://thirdbrainlabs.ai/legal/terms",
"publishedAt": "2025-12-27",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "2025-12-27标注Terms页面实际为收集/用途/共享/保留等隐私式内容,未给明确收费/权重IP交付条款。",
"limitation": "与标题错配是合同证据缺项,不能据模板推产品不存在/财务造假;精确法人、模型所有权/第三方许可与企业DPA未核。"
},
{
"id": "SRROBOT1-THIRDBRAIN-PRIVACY",
"companyId": "AI208",
"title": "ThirdBrain Privacy页正文为网站许可式模板",
"url": "https://thirdbrainlabs.ai/legal/privacy",
"publishedAt": "2025-12-27",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "2025-12-27标注Privacy页面实际含使用许可/免责声明和Your Jurisdiction占位。",
"limitation": "两法律页正文错配,不能用作已签专业训练服务/数据与权重所有权保证;未提交训练数据或运行模型。"
},
{
"id": "SRROBOT1-DISPATCHER-HOME",
"companyId": "AI209",
"title": "Dispatcher无人机情境分析软件交付",
"url": "https://www.dispatchersystems.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "官网无人机实时分析/自然语言任务软件,列建设进度、农业和工业检查等买方场景,公开demo;页脚Dispatcher Inc.。",
"limitation": "仅商业交付分类,不提供飞行/识别/部署实施;安全/合规/适配任意无人机为宣传,未飞行/接传感器,收费/硬件/运营服务合同未知。"
},
{
"id": "SRROBOT1-DISPATCHER-TERMS",
"companyId": "AI209",
"title": "Dispatcher营销网站条款范围",
"url": "https://www.dispatchersystems.com/terms-of-use",
"publishedAt": "2025-09-23",
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "2025-09-23条款明确网站仅信息/营销用途,非产品或飞行服务交付合同。",
"limitation": "精确注册/客户订单、软硬件/运营责任和费率未取得,不以团队任职背景代实际合同或性能。"
},
{
"id": "SRROBOT1-SONATIC-HOME",
"companyId": "AI210",
"title": "Sonatic跨工具任务助手候补",
"url": "https://sonatic.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "观察屏幕/麦克风及应用上下文、生成并执行工作任务,复杂任务为草稿供用户决定;当前waitlist,页脚AGI Comp Inc.。",
"limitation": "界面权限/自主行为为描述,未授权、录屏/录音或安装;无实价/交付合同,候补和应用logo不代表所有集成已生产可用。"
},
{
"id": "SRROBOT1-SONATIC-PRIVACY",
"companyId": "AI210",
"title": "Sonatic数据处理和条款链接缺项",
"url": "https://sonatic.com/privacy-policy",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司公开交付/收费/合同范围核对",
"summary": "政策主体AGI Comp, Inc.,称不卖/不训练,可联系启用端到端加密;处理录音/转写/截图及第三方,客户协议另定。",
"limitation": "未见精确政策日;显示sonatic.com/terms的链接实际指cluely.com,未以该外域条款代Sonatic合同或据链接认关联。启用加密不是默认已端到端,禁训练不等零采集/外传。"
}
],
"reviews": [
@@ -118674,6 +119138,128 @@
"AI203",
"AI204"
]
},
{
"id": "SRROBOT1-R-BOUNDARY",
"type": "实体评估、Agent测试及模型后训练分类",
"company": "本批六个候选",
"scope": "dataset",
"summary": "六项2025自报和当前AI任务与官网对应,补20证据;按机器人/实体任务、Agent测试、后训练及通用工作分别关联。",
"handling": "原493经营观测、YC覆盖与已有公司保持;未来计划/演示、候补或历史测试不当当前已实现收入,未安装/执行或连接真实工作/机器人数据。",
"evidenceIds": [
"SRROBOT1-SAFEWORLD-HOME",
"SRROBOT1-SPARTA-HOME",
"SRROBOT1-SYNCERE-HOME",
"SRROBOT1-THIRDBRAIN-HOME",
"SRROBOT1-DISPATCHER-HOME",
"SRROBOT1-SONATIC-HOME"
]
},
{
"id": "SRROBOT1-R-SPARTA",
"type": "历史测试与当前封闭beta分开",
"company": "Sparta / Worlds",
"scope": "companies",
"summary": "历史beta.1 JSON可读且20探针为16一致/4已知差异,20按预期不等20全一致;页面要求当前候选重验,Zendesk live资格待核。",
"handling": "保留日期/版本/原始文件SHA与限制,未自运行,不升级独立或公开代码等级。local免费与记录额度、旧免费beta/新付费协议分列,示例错误率/退款非公司财务。",
"evidenceIds": [
"SRROBOT1-SPARTA-FIDELITY",
"SRROBOT1-SPARTA-JSON",
"SRROBOT1-SPARTA-LIMITS",
"SRROBOT1-SPARTA-TERMS",
"SRROBOT1-SPARTA-PRICE"
],
"companyIds": [
"AI206"
]
},
{
"id": "SRROBOT1-R-ROBOT",
"type": "实体安全、预订和未来收入缺项",
"company": "SafeWorld、Syncere、Dispatcher",
"scope": "companies",
"summary": "SafeWorld网站不开放产品且非安全认证,Syncere硬件/长期维护/未来自主月费分开,Dispatcher软件与实体运营责任缺具体合同。",
"handling": "不因研究/演示或任职认为安全/性能独立通过。预订/候补、百万观看和2027月费不是当前ARR;需要实际交付、退货/保修、净费/人员与物理运维成本。",
"evidenceIds": [
"SRROBOT1-SAFEWORLD-TERMS",
"SRROBOT1-SYNCERE-PRICE",
"SRROBOT1-SYNCERE-TERMS",
"SRROBOT1-SYNCERE-SR",
"SRROBOT1-DISPATCHER-TERMS"
],
"companyIds": [
"AI205",
"AI207",
"AI209"
]
},
{
"id": "SRROBOT1-R-LEGAL",
"type": "模型IP、屏幕资料及法律页适用缺项",
"company": "ThirdBrain Labs、Sonatic",
"scope": "companies",
"summary": "ThirdBrain标Terms却隐私式正文、标Privacy却网站许可/管辖占位;Sonatic政策条款显示本域而实际外域,未借外域条款推自身协议。",
"handling": "不据模板错配推财务造假/产品不存在,权重/IP归属需签约文件;Sonatic不训练/可申请加密不等零采集/默认端到端。未提交训练、录音/截图或授权应用。",
"evidenceIds": [
"SRROBOT1-THIRDBRAIN-HOME",
"SRROBOT1-THIRDBRAIN-TERMS",
"SRROBOT1-THIRDBRAIN-PRIVACY",
"SRROBOT1-SONATIC-HOME",
"SRROBOT1-SONATIC-PRIVACY"
],
"companyIds": [
"AI208",
"AI210"
]
},
{
"id": "MODEL1-LOCAL-EVALUATIONS",
"type": "商业模式初评",
"company": "本地免费验证+记录/托管额度",
"scope": "companies",
"summary": "已核事实:Sparta封闭beta报价将本地未记录运行与计费记录/AI场景/托管分开,Team/Growth按月credits、企业年度池/定制;实际付费协议未知。",
"handling": "待验证判断:先区分用户自有CI/模型费用和平台记录/存储/托管成本,再核真实付费、复跑频率/团队留存及按版本维护副本成本。额度封顶neutral skip不等验证通过,需理解采购方对可靠性/报告的愿付净费;本地运行次数不当付费收入,旧测试不能替代当前交付验收。",
"evidenceIds": [
"SRROBOT1-SPARTA-PRICE",
"SRROBOT1-SPARTA-TERMS",
"SRROBOT1-SPARTA-LIMITS",
"SRROBOT1-SPARTA-FIDELITY"
],
"companyIds": [
"AI206"
]
},
{
"id": "MODEL1-DOMAIN-POSTTRAINING",
"type": "商业模式初评",
"company": "专家反馈后训练+权重交付服务",
"scope": "companies",
"summary": "已核事实:ThirdBrain将工作流专家反馈、自动评估及专用模型训练/部署作为产品,宣传客户持有权重/IP但当前法律页不足以验证具体许可/服务协议。",
"handling": "待验证判断:先核训练/部署/持续更新分别收费及基础权重/客户数据许可,记录专家反馈/标注审核、训练/推理算力、回归和工程支持。以实际领域任务、验收净费/回款和持续改进留存验证,不因客户持权重宣传或省时认高毛利/稳定ARR,不冒充新通用基座。",
"evidenceIds": [
"SRROBOT1-THIRDBRAIN-HOME",
"SRROBOT1-THIRDBRAIN-TERMS",
"SRROBOT1-THIRDBRAIN-PRIVACY"
],
"companyIds": [
"AI208"
]
},
{
"id": "MODEL1-ROBOT-LIFETIME",
"type": "商业模式初评",
"company": "机器人硬件+终身维护/自主功能",
"scope": "companies",
"summary": "已核事实:Lume邀请购买/预订,硬件、Care和自主功能终身方案分别报价,79/月标2027Q2未来计划;预订日期/可用性可变,候补规模非已核收入。",
"handling": "待验证判断:按实际交货/退货净额及软件/维护分配核BOM、制造/安装/物流、保修/电池、现场服务和持续模型/云成本。终身预收须覆盖设备寿命服务,未来订阅和当前硬件不混ARR;首批保修与Care交叠需实际订单解释,不以标价乘候补需求或演示任务推毛利。",
"evidenceIds": [
"SRROBOT1-SYNCERE-PRICE",
"SRROBOT1-SYNCERE-TERMS",
"SRROBOT1-SYNCERE-SR"
],
"companyIds": [
"AI207"
]
}
],
"coverage": {
@@ -134918,7 +135504,7 @@
"sourceId": "S14",
"url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR005",
"accessedAt": "2026-11-01",
"scope": "公开有限名单59项;20关联、21旧年、1既有超年、0品牌/年份待核、17当前AI/主体待核。金融候选按具体当前AI任务核,不由批次/金融科技或泛化标签入表;原位置/URL/证据保留。",
"scope": "公开有限名单59项;22关联、21旧年、1既有超年、0品牌/年份待核、15当前AI/主体待核。机器人评估/硬件、Agent测试、模型后训练与工作助手按具体交付关联,原位置/URL和证据保留;名单不等独立技术/财务验收。",
"complete": false,
"records": [
{
@@ -135186,15 +135772,18 @@
"id": "SR005R-C18",
"name": "Dispatcher",
"url": "https://speedrun.a16z.com/companies/dispatcher",
"categoryId": "C00",
"categoryId": "C10",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR005-ROSTER",
"SRPRO1-P-SR005R-C18"
"SRPRO1-P-SR005R-C18",
"SRROBOT1-DISPATCHER-HOME",
"SRROBOT1-DISPATCHER-TERMS"
],
"note": "已读独立档案,自报Founded 2025、2人;年份自报已取得,当前官网/AI主营和精确主体尚待人工复核,不把AI标签直接当业务成立。"
"note": "2025自报及当前AI任务与官网对应,按实际工作/实体交付分类;封闭beta、候补/预订、未来收费及法律/技术限制分别保留,不认已核收入或独立性能。",
"companyId": "AI209"
},
{
"id": "SR005R-C19",
@@ -135644,15 +136233,18 @@
"id": "SR005R-C48",
"name": "Sonatic",
"url": "https://speedrun.a16z.com/companies/sonatic",
"categoryId": "C00",
"categoryId": "C05",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR005-ROSTER",
"SRPRO1-P-SR005R-C48"
"SRPRO1-P-SR005R-C48",
"SRROBOT1-SONATIC-HOME",
"SRROBOT1-SONATIC-PRIVACY"
],
"note": "已读独立档案,自报Founded 2025、4人;年份自报已取得,当前官网/AI主营和精确主体尚待人工复核,不把AI标签直接当业务成立。"
"note": "2025自报及当前AI任务与官网对应,按实际工作/实体交付分类;封闭beta、候补/预订、未来收费及法律/技术限制分别保留,不认已核收入或独立性能。",
"companyId": "AI210"
},
{
"id": "SR005R-C49",
@@ -135826,7 +136418,7 @@
"sourceId": "S14",
"url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006",
"accessedAt": "2026-11-01",
"scope": "公开有限名单59项;30关联、5旧年、0既有超年、3品牌/年份待核、21当前AI/主体待核。金融候选按具体当前AI任务核,不由批次/金融科技或泛化标签入表;原位置/URL/证据保留。",
"scope": "公开有限名单59项;34关联、5旧年、0既有超年、3品牌/年份待核、17当前AI/主体待核。机器人评估/硬件、Agent测试、模型后训练与工作助手按具体交付关联,原位置/URL和证据保留;名单不等独立技术/财务验收。",
"complete": false,
"records": [
{
@@ -136496,15 +137088,19 @@
"id": "SR006R-C42",
"name": "SafeWorld",
"url": "https://speedrun.a16z.com/companies/safeworld",
"categoryId": "C00",
"categoryId": "C10",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C42"
"SRPRO1-P-SR006R-C42",
"SRROBOT1-SAFEWORLD-HOME",
"SRROBOT1-SAFEWORLD-TERMS",
"SRROBOT1-SAFEWORLD-PRIVACY"
],
"note": "已读独立档案,自报Founded 2025、6人;年份自报已取得,当前官网/AI主营和精确主体尚待人工复核,不把AI标签直接当业务成立。"
"note": "2025自报及当前AI任务与官网对应,按实际工作/实体交付分类;封闭beta、候补/预订、未来收费及法律/技术限制分别保留,不认已核收入或独立性能。",
"companyId": "AI205"
},
{
"id": "SR006R-C43",
@@ -136621,15 +137217,22 @@
"id": "SR006R-C50",
"name": "Sparta",
"url": "https://speedrun.a16z.com/companies/sparta",
"categoryId": "C00",
"categoryId": "C03",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C50"
"SRPRO1-P-SR006R-C50",
"SRROBOT1-SPARTA-HOME",
"SRROBOT1-SPARTA-PRICE",
"SRROBOT1-SPARTA-FIDELITY",
"SRROBOT1-SPARTA-JSON",
"SRROBOT1-SPARTA-LIMITS",
"SRROBOT1-SPARTA-TERMS"
],
"note": "已读独立档案,自报Founded 2025、3人;年份自报已取得,当前官网/AI主营和精确主体尚待人工复核,不把AI标签直接当业务成立。"
"note": "2025自报及当前AI任务与官网对应,按实际工作/实体交付分类;封闭beta、候补/预订、未来收费及法律/技术限制分别保留,不认已核收入或独立性能。",
"companyId": "AI206"
},
{
"id": "SR006R-C51",
@@ -136663,15 +137266,20 @@
"id": "SR006R-C53",
"name": "Syncere",
"url": "https://speedrun.a16z.com/companies/syncere",
"categoryId": "C00",
"categoryId": "C10",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C53"
"SRPRO1-P-SR006R-C53",
"SRROBOT1-SYNCERE-HOME",
"SRROBOT1-SYNCERE-PRICE",
"SRROBOT1-SYNCERE-TERMS",
"SRROBOT1-SYNCERE-SR"
],
"note": "已读独立档案,自报Founded 2025、8人;年份自报已取得,当前官网/AI主营和精确主体尚待人工复核,不把AI标签直接当业务成立。"
"note": "2025自报及当前AI任务与官网对应,按实际工作/实体交付分类;封闭beta、候补/预订、未来收费及法律/技术限制分别保留,不认已核收入或独立性能。",
"companyId": "AI207"
},
{
"id": "SR006R-C54",
@@ -136694,15 +137302,19 @@
"id": "SR006R-C55",
"name": "ThirdBrain Labs",
"url": "https://speedrun.a16z.com/companies/thirdbrain-labs",
"categoryId": "C00",
"categoryId": "C02",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C55"
"SRPRO1-P-SR006R-C55",
"SRROBOT1-THIRDBRAIN-HOME",
"SRROBOT1-THIRDBRAIN-TERMS",
"SRROBOT1-THIRDBRAIN-PRIVACY"
],
"note": "已读独立档案,自报Founded 2025、2人;年份自报已取得,当前官网/AI主营和精确主体尚待人工复核,不把AI标签直接当业务成立。"
"note": "2025自报及当前AI任务与官网对应,按实际工作/实体交付分类;封闭beta、候补/预订、未来收费及法律/技术限制分别保留,不认已核收入或独立性能。",
"companyId": "AI208"
},
{
"id": "SR006R-C56",
+5 -5
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr-finance-1",
"version": "2026-11-01-sr-robot-evals-1",
"scopeConfirmedAt": "2026-10-30",
"acceptance": "以确认的公开来源清单为边界,逐条核对并标明缺项。",
"provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单;S13—S16单列后续已使用的补充证据渠道,不将使用次数当作全量覆盖。",
@@ -3040,8 +3040,8 @@
"speedrun.a16z.com"
],
"initialAccess": "见具体证据访问记录",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留;226补读档案中138旧年、88自报两年:43已补官网关联、40当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读,10复用未本轮重读。七批123关联、1既有超年、145旧年、6品牌/年份、46当前AI/交付待核。新增Bilrost/PayPath/Sellara金融运营AI,August当前产品、Crebit锁汇/Belong会员金融的具体AI及Margin泛化描述继续待核。新增20证据,无新财务观测;交易量/客户银行资产/艺人收入/回收额不代平台净费,原493观测、ARR/MRR和YC覆盖保留。",
"nextCheck": "继续40个新批次及SR007六个主营待核、10复用变化;核年份/品牌/注册沿革及金融当前交付、机构合同/净费/指标日。Bilrost插件/实际人审、PayPathCRM条款与数据训练/DPA、SellaraSOC2进行中及专用调优/FDE成本须分。Crebit/月交易量、Belong平台/银行/艺人收入、Margin消费奖励和August客户规模缺项不推ARR或造假概率。",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留;226补读档案中138旧年、88自报两年:49已补官网关联、34当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读,10复用未本轮重读。七批129关联、1既有超年、145旧年、6品牌/年份、40当前AI/交付待核。新增SafeWorld/Sparta/Syncere/ThirdBrain/Dispatcher/Sonatic并保留封闭beta、邀请预订/候补、法律页和当前版本缺项。新增20证据,不增经营观测;原493、ARR/MRR和YC覆盖保留。厂商历史20/20含4已知差异,不当当前/独立验收;未来月费/候补不作ARR。",
"nextCheck": "继续34个新批次及SR007六个主营待核、10复用变化;核品牌/注册及实际合同/付费。Sparta当前候选/连接器验收和额度成本、Syncere制造/交付/保修/未来费率、ThirdBrain权重IP及专家训练成本、SafeWorld实际评估协议、Dispatcher实体运营及Sonatic权限/本域条款缺项需补。不以历史厂商报告、演示/候补或未来报价推当前性能、ARR/造假概率。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
@@ -3189,8 +3189,8 @@
},
"outsideTargetYears": 138,
"targetYearSelfReports": 88,
"newLinkedCompanies": 43,
"pendingCurrentAIOrIdentity": 40,
"newLinkedCompanies": 49,
"pendingCurrentAIOrIdentity": 34,
"records": [
{
"candidateId": "SR001R-C01",
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr-finance-1",
"sourceVersion": "2026-11-01-sr-robot-evals-1",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",