diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index b144c54..ddc8b50 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 84a64f8..0336315 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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) => diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index d163eeb..c002960 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index f1defc2..fcecd09 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -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", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index dd5f78d..fe9e1e8 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",