From e0806362f0c9cbe7afadaf0b98ee5252932d1f2c Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 02:41:25 +0800 Subject: [PATCH] Classify five SR005 businesses and distinguish physical supply from SaaS --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 43 +- content/research/ai-companies.seed.json | 607 +++++++++++++++++++-- content/research/ai-companies.sources.json | 10 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 610 insertions(+), 56 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 4599c86..932f323 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, 1267); + assert.equal(research.companies.length, 1272); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 5176); + assert.equal(research.evidence.length, 5195); assert.equal(research.observations.length, 491); 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 4ad741d..b2a0fbd 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, 1267); - assert.equal(initial.evidence.length, 5176); + assert.equal(initial.companies.length, 1272); + assert.equal(initial.evidence.length, 5195); assert.equal(initial.observations.length, 491); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 9); + assert.equal(businessReviews.length, 10); 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, 258); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 152); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 262); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 153); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 57); 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), 1267); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1272); 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), 1183); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1188); assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown"); assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown"); assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体")); @@ -229,8 +229,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 258); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 263); + 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"); assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/); @@ -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, 2); - assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 23); + assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 28); 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, 72, + assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 67, "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) => @@ -721,6 +721,27 @@ test("recruiting service adoption and official balance sheets do not become ARR" assert.ok(model.evidenceIds.includes("SR005F3-JOOBA-TERMS")); }); +test("current products preserve unresolved identity and separate trading from software revenue", () => { + const snapshot = seed as ResearchSnapshot; + const presia = snapshot.candidateBatches!.flatMap((batch) => batch.records) + .find((row) => row.id === "SR005R-C44")!; + assert.equal(presia.status, "pending-ai"); + assert.equal(presia.companyId, undefined, "a reused domain does not resolve a changed business entity"); + assert.ok(presia.evidenceIds!.includes("SR005F4-PRESIA-ASSET")); + for (const id of ["AI176", "AI177", "AI178", "AI179", "AI180"]) { + const company = snapshot.companies.find((row) => row.id === id)!; + assert.equal(company.revenueStatus, "unknown"); + } + const syzygy = snapshot.companies.find((row) => row.id === "AI180")!; + assert.equal(syzygy.technicalReview!.level, "public-artifact"); + assert.ok(syzygy.technicalReview!.evidenceIds.includes("SR005F4-SYZYGY-FILES")); + assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR005F4-")), + "landed prices, customer savings, model scores and listed subscriptions are not reported ARR"); + const supply = snapshot.reviews.find((row) => row.id === "MODEL1-PHYSICAL-SUPPLY")!; + assert.deepEqual(reviewCompanyIds(snapshot, supply), ["AI179"]); + assert.ok(snapshot.reviews.find((row) => row.id === "MODEL1-LOCAL-CLOUD")!.companyIds!.includes("AI180")); +}); + test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; const batch = snapshot.candidateBatches!.find((b) => b.id === "PH-2025-visible-1")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index b847092..814f275 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr005-business-3", + "version": "2026-11-01-sr005-business-4", "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": [ @@ -40375,6 +40375,210 @@ "SR005F3-JOOBA-PRIVACY" ] } + }, + { + "id": "AI176", + "name": "Kanu AI", + "url": "https://www.getkanu.com/", + "channel": "S14", + "cat": "C05", + "year": 2025, + "team": 10, + "location": "Seattle, Washington, United States of America（投资方资料）", + "business": "企业数据/知识治理、Agent与应用交付，含驻场工程/部署策略团队。", + "buyer": "企业地产、私募、金融/保险及跨行业团队", + "delivery": "多租/单租/客户云/本地部署自述；先按单工作流和验收标准上线", + "price": "网站无价，软件/部署/数据/维护权责由客户合同另定", + "businessModel": "企业软件＋FDE/部署策略与持续服务，实际软件/项目/维护费及工程/模型成本待核", + "entityBasis": "Kanu AI Corp.网站条款自述，独立注册原件未核", + "stage": "多租/单租/客户云/本地部署自述；先按单工作流和验收标准上线", + "cohort": "投资方自报2025成立；独立注册及品牌/旧产品沿革待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "标价/赠额、客户效果/流水/节省、融资、示例数据及技术benchmark不当自身已实现收入。原网站与当前产品沿革保留，净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C28", + "SR005F4-KANU-HOME", + "SR005F4-KANU-DEPLOY", + "SR005F4-KANU-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前交付分企业通用工作、营销、设计到代码、行业供货及高效模型基础设施；软件、贸易总额与平台净费不混。Syzygy按模型/推理能力暂归C02，不把Qwen派生压缩称新通用基座。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读公开交付/定价/合同说明，未安装设计工具、接入客户云/Agent或提交采购；厂商效果不当独立评测。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C28", + "SR005F4-KANU-HOME", + "SR005F4-KANU-DEPLOY", + "SR005F4-KANU-TERMS" + ] + } + }, + { + "id": "AI177", + "name": "Limy AI", + "url": "https://limy.ai", + "channel": "S14", + "cat": "C06", + "year": 2025, + "team": 35, + "location": "New York, New York, United States of America（投资方资料）", + "business": "品牌AI搜索可见度、Agent流量及客户行为归因分析。", + "buyer": "品牌营销和增长团队", + "delivery": "可见度/竞品、流量/归因及广告模块，演示入口", + "price": "条款USD订阅，未取得金额/实际套餐", + "businessModel": "营销分析与Agent交互软件，采集/模型、归因/内容/人工支持成本待核；客户流水非自身净费", + "entityBasis": "条款只称Limy AI，精确法人及独立注册未核", + "stage": "可见度/竞品、流量/归因及广告模块，演示入口", + "cohort": "投资方自报2025成立；独立注册及品牌/旧产品沿革待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "标价/赠额、客户效果/流水/节省、融资、示例数据及技术benchmark不当自身已实现收入。原网站与当前产品沿革保留，净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C31", + "SR005F4-LIMY-HOME", + "SR005F4-LIMY-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前交付分企业通用工作、营销、设计到代码、行业供货及高效模型基础设施；软件、贸易总额与平台净费不混。Syzygy按模型/推理能力暂归C02，不把Qwen派生压缩称新通用基座。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读公开交付/定价/合同说明，未安装设计工具、接入客户云/Agent或提交采购；厂商效果不当独立评测。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C31", + "SR005F4-LIMY-HOME", + "SR005F4-LIMY-TERMS" + ] + } + }, + { + "id": "AI178", + "name": "Pen.dev（原Pencil）", + "url": "https://www.pen.dev/", + "channel": "S14", + "cat": "C04", + "year": 2025, + "team": 9, + "location": "CA, California, United States of America（投资方资料）", + "business": "面向工程师的AI设计画布及代码工作流，连接外部Agent/模型。", + "buyer": "软件工程师、设计者及产品团队", + "delivery": "本地编辑器、网页/IDE、.pen格式及MCP；未下载安装", + "price": "初始原$16/48每用户月，账期选态未核；免费5天/月，MCP调用与模型/图像额度分开", + "businessModel": "免费编辑器＋按席位订阅/托管额度/团队控制，BYO供应商另付；模型/图像/分享存储成本待核", + "entityBasis": "High Agency, Inc.条款自述；pencil.dev重定向pen.dev及原投资方相连，注册原件未核", + "stage": "本地编辑器、网页/IDE、.pen格式及MCP；未下载安装", + "cohort": "投资方自报2025成立；独立注册及品牌/旧产品沿革待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "标价/赠额、客户效果/流水/节省、融资、示例数据及技术benchmark不当自身已实现收入。原网站与当前产品沿革保留，净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C42", + "SR005F4-PEN-HOME", + "SR005F4-PEN-PRICE", + "SR005F4-PEN-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前交付分企业通用工作、营销、设计到代码、行业供货及高效模型基础设施；软件、贸易总额与平台净费不混。Syzygy按模型/推理能力暂归C02，不把Qwen派生压缩称新通用基座。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读公开交付/定价/合同说明，未安装设计工具、接入客户云/Agent或提交采购；厂商效果不当独立评测。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C42", + "SR005F4-PEN-HOME", + "SR005F4-PEN-PRICE", + "SR005F4-PEN-TERMS" + ] + } + }, + { + "id": "AI179", + "name": "Sourcerer", + "url": "https://sourcererai.com", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 4, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "AI辅助采购聚单、质检、物流清关及账期供货。", + "buyer": "分销/批发、零售和制造/MRO采购团队", + "delivery": "按一口落地价、供应商和发票交付实物；人类质检与Agent文档核对并行", + "price": "按规格询价；网站通用订阅不代实物采购合同", + "businessModel": "供货/贸易及AI流程，货物成本、运费、质检/库存/融资风险与平台净费要分；不按纯SaaS ARR", + "entityBasis": "Sourcerer, Inc.条款标题自述；实物订单/货权及注册原件未核", + "stage": "按一口落地价、供应商和发票交付实物；人类质检与Agent文档核对并行", + "cohort": "投资方自报2025成立；独立注册及品牌/旧产品沿革待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "标价/赠额、客户效果/流水/节省、融资、示例数据及技术benchmark不当自身已实现收入。原网站与当前产品沿革保留，净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C51", + "SR005F4-SOURCERER-HOME", + "SR005F4-SOURCERER-QUALITY", + "SR005F4-SOURCERER-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前交付分企业通用工作、营销、设计到代码、行业供货及高效模型基础设施；软件、贸易总额与平台净费不混。Syzygy按模型/推理能力暂归C02，不把Qwen派生压缩称新通用基座。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读公开交付/定价/合同说明，未安装设计工具、接入客户云/Agent或提交采购；厂商效果不当独立评测。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C51", + "SR005F4-SOURCERER-HOME", + "SR005F4-SOURCERER-QUALITY", + "SR005F4-SOURCERER-TERMS" + ] + } + }, + { + "id": "AI180", + "name": "Syzygy（原Maniac）", + "url": "https://withsyzygy.com/", + "channel": "S14", + "cat": "C02", + "year": 2025, + "team": 4, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "压缩/高效派生模型及本地推理，Mach Studio为分发/操作入口。", + "buyer": "本地模型开发者、企业及个人Agent用户", + "delivery": "当前模型产物/Mac beta，候补推理与托管计划并列，未实测", + "price": "本地免费/BYOK，原$20月Pro含20推理额度、按token托管；实价结算未核", + "businessModel": "开放模型/部分运行组件＋专有桌面/托管服务；压缩数据/算力及推理/连接成本待核", + "entityBasis": "Syzygy, Inc.条款自述；maniac.ai重定向，旧Pioneer业务与现产品财务不可直接迁移", + "stage": "当前模型产物/Mac beta，候补推理与托管计划并列，未实测", + "cohort": "投资方自报2025成立；独立注册及品牌/旧产品沿革待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款、官方模型卡/仓库元数据", + "notes": "标价/赠额、客户效果/流水/节省、融资、示例数据及技术benchmark不当自身已实现收入。原网站与当前产品沿革保留，净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C52", + "SR005F4-SYZYGY-HOME", + "SR005F4-SYZYGY-PRODUCT", + "SR005F4-SYZYGY-TERMS", + "SR005F4-SYZYGY-CARD", + "SR005F4-SYZYGY-FILES", + "SR005F4-SYZYGY-SECURITY" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前交付分企业通用工作、营销、设计到代码、行业供货及高效模型基础设施；软件、贸易总额与平台净费不混。Syzygy按模型/推理能力暂归C02，不把Qwen派生压缩称新通用基座。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-11-01", + "summary": "Syzygy仅核官方模型卡和权重/解码脚本文件清单，未下载权重、执行或独立复现，文本权重与embedding/视觉内存范围分开。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C52", + "SR005F4-SYZYGY-HOME", + "SR005F4-SYZYGY-PRODUCT", + "SR005F4-SYZYGY-TERMS", + "SR005F4-SYZYGY-CARD", + "SR005F4-SYZYGY-FILES", + "SR005F4-SYZYGY-SECURITY" + ] + } } ], "observations": [ @@ -103655,7 +103859,7 @@ }, { "id": "SRPRO1-P-SR005R-C28", - "companyId": null, + "companyId": "AI176", "title": "Kanu AI公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/kanu-ai", "publishedAt": null, @@ -103688,7 +103892,7 @@ }, { "id": "SRPRO1-P-SR005R-C31", - "companyId": null, + "companyId": "AI177", "title": "Limy AI公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/limy-ai", "publishedAt": null, @@ -103809,7 +104013,7 @@ }, { "id": "SRPRO1-P-SR005R-C42", - "companyId": null, + "companyId": "AI178", "title": "Pen.dev公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/pendev", "publishedAt": null, @@ -103897,7 +104101,7 @@ }, { "id": "SRPRO1-P-SR005R-C51", - "companyId": null, + "companyId": "AI179", "title": "Sourcerer公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/sourcerer", "publishedAt": null, @@ -103908,7 +104112,7 @@ }, { "id": "SRPRO1-P-SR005R-C52", - "companyId": null, + "companyId": "AI180", "title": "Syzygy公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/syzygy", "publishedAt": null, @@ -105005,6 +105209,215 @@ "kind": "公司官网业务与交付/合同核对", "summary": "披露Google Calendar读取用于识别面试预约，经Nylas处理；Google数据不用于模型训练，断联/请求删除相关数据。", "limitation": "只读日历说明不等所有产品不代客户外联/写入；Google数据限制不自动外推全部候选资料。实际授权、人工和处理合同待核，未连接邮箱/Slack。" + }, + { + "id": "SR005F4-KANU-HOME", + "companyId": "AI176", + "title": "Kanu企业数据与Agent交付", + "url": "https://www.getkanu.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "企业数据/知识、Agent及工作应用，现官网跨地产/私募/金融/保险，按工作流验收，模型无关。", + "limitation": "种子融资、示例数据量及5x/74%/80%等效果不作自身财务或独立结果；具体系统兼容须discovery，不认所有连接已交付。" + }, + { + "id": "SR005F4-KANU-DEPLOY", + "companyId": "AI176", + "title": "Kanu驻场FDE与多部署模式", + "url": "https://www.getkanu.com/platform/deployment", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "驻场FDE及部署策略人员负责接入、治理和采用；称从Kanu主导转客户掌控，列多租/单租/BYOC/On-Prem。", + "limitation": "与首页inside your cloud并列，不能认所有合同默认全离线；四部署及air-gap为厂商能力自述，模型/工程人力/维护实际合同待核。" + }, + { + "id": "SR005F4-KANU-TERMS", + "companyId": "AI176", + "title": "Kanu网站条款不代企业合同", + "url": "https://www.getkanu.com/terms-of-service", + "publishedAt": "2026-09-30", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "网站主体Kanu AI Corp.，软件/评估/客户部署另由客户合同治理，网站条款不设价格、取消、所有权/SLA或数据处理义务。", + "limitation": "具体MSA/订单、净费及注册原件未取得，不由驻场/客户云部署认已付费或纯软件经常收入。" + }, + { + "id": "SR005F4-LIMY-HOME", + "companyId": "AI177", + "title": "Limy AI搜索可见度与归因", + "url": "https://limy.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "监测品牌在AI搜索中的提示/回答/引用，连接Agent流量与客户后续行为，含分析/归因/广告模块，预约演示。", + "limitation": "客户checkouts/访问/可见度提升不等Limy收入或可归因因果效果；客户logo不自动付费，未见公开实价。" + }, + { + "id": "SR005F4-LIMY-TERMS", + "companyId": "AI177", + "title": "Limy订阅及匿名数据训练许可", + "url": "https://limy.ai/legal/terms-and-conditions", + "publishedAt": "2026-04-30", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "条款自称Limy AI，付款USD、订阅续期/期末取消；客户内容保留权利，去标识/匿名派生数据可用于训练改进。", + "limitation": "精确法人/登记和实际价格未核；数据所有权不等不训练，条款允许订阅不证明订阅收入已实现。" + }, + { + "id": "SR005F4-PEN-HOME", + "companyId": "AI178", + "title": "Pencil到pen.dev的同源设计画布", + "url": "https://pencil.dev/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "原目录pencil.dev实际重定向www.pen.dev，Agent设计画布、.pen格式，桌面/网页/编辑器及MCP等入口，页脚High Agency Inc.。", + "limitation": "域名重定向证据不当另两家公司；开格式不等整款软件开源，未下载安装/生成设计或调用第三方模型。" + }, + { + "id": "SR005F4-PEN-PRICE", + "companyId": "AI178", + "title": "pen.dev天数/调用/图像/模型额度分母", + "url": "https://www.pen.dev/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "免费5天/月Agent设计；MCP工具调用不限，另有图片/SVG和托管模型额度。Pro/Ultra初始页标原$16/$48每用户月，免费25/Pro350/Ultra750图像SVG额度。", + "limitation": "月/年开关未操作确认结算选态，不据此认精确月付价；MCP不限不等模型无限。BYO供应商另付且不耗托管额度，价格/用户不能推ARR。" + }, + { + "id": "SR005F4-PEN-TERMS", + "companyId": "AI178", + "title": "pen.dev合同与云处理分工", + "url": "https://www.pen.dev/terms-of-use", + "publishedAt": "2026-10-26", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "High Agency, Inc.；按用户月/年预付，工作区协作者可计席位，未用额度不结转。BYO文本直连供应商，托管模型/图像经平台，云保存分享另存储。", + "limitation": "本地优先不等全产品零云/零留存；实际供应商处理依其条款，标价/退款前实收和付费留存未核。" + }, + { + "id": "SR005F4-SOURCERER-HOME", + "companyId": "AI179", + "title": "Sourcerer供货、落地价与账期", + "url": "https://sourcererai.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "现官网提供实物采购、汇集需求、检验、物流清关、送货及net terms，以一个供应商/价格/发票交付。", + "limitation": "Example/Sample订单和运输面板非经营底表；客户550K年节省/100M产值非自身收入，不能按SaaS收入或GMV直接算净费。" + }, + { + "id": "SR005F4-SOURCERER-QUALITY", + "companyId": "AI179", + "title": "Sourcerer人工质检与Agent文档核对", + "url": "https://sourcererai.com/quality", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "检验员/客户/Agent可触发停线，黄金样、复检及装运环节；页面停线日志明确Example、检验报告为Sample。", + "limitation": "第三方检验合作/认证为自述，不当独立取得报告；交付含物理质检/物流成本，示例缺陷率不当真实产品风险或财务结果。" + }, + { + "id": "SR005F4-SOURCERER-TERMS", + "companyId": "AI179", + "title": "Sourcerer通用订阅与实物订单范围缺项", + "url": "https://sourcererai.com/terms-and-conditions", + "publishedAt": "2025-08-28", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "标题主体Sourcerer, Inc.；通用软件/API许可及付费订阅续期，AI输出须核验。", + "limitation": "首页实物供货与通用订阅条款并列，实际货权、库存/质量/融资/退货责任及总额/净额合同未核；司法地占位未填不直接认造假。" + }, + { + "id": "SR005F4-SYZYGY-HOME", + "companyId": "AI180", + "title": "Maniac域名到Syzygy的当前产品", + "url": "https://maniac.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "实际重定向withsyzygy.com，当前是高效模型、Mach Studio及候补推理，区别于投资方旧Pioneer企业自有模型编排描述。", + "limitation": "按同域重定向保留沿革，不额外造新公司；研究/压缩效果是自述，精确法人历史及旧产品合同待核。" + }, + { + "id": "SR005F4-SYZYGY-PRODUCT", + "companyId": "AI180", + "title": "Mach Studio免费本地与付费托管", + "url": "https://withsyzygy.com/product", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "Apple Silicon beta，本地使用免费、BYOK，另有按token托管及原$20/月Pro含20推理额度/托管集成/远控等。", + "limitation": "候补推理与付费计划存在应核实际可用/结算，不认所有已上线；纯本地和云/第三方费用分开，托管额度不是收入或毛利。" + }, + { + "id": "SR005F4-SYZYGY-TERMS", + "companyId": "AI180", + "title": "Syzygy专有软件和开源组件分开", + "url": "https://withsyzygy.com/terms", + "publishedAt": "2026-08-16", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "Syzygy, Inc.；本地macOS与可选托管组件，部分推理引擎/运行时有各自开源许可，付费预先续期。", + "limitation": "整款app不因部分开源而认全开源/全离线；注册原件、实际付费及模型/托管净费未核。" + }, + { + "id": "SR005F4-SYZYGY-CARD", + "companyId": "AI180", + "title": "Mach-2模型卡的权重/内存和评测范围", + "url": "https://huggingface.co/SyzygyResearch/Mach-2-Additive-Medium", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "官方公开模型产物及技术说明", + "summary": "官方模型卡列Apache2；Qwen派生压缩文本权重26.7GB，另有102.4GB BF16 n-gram表及约0.9GB原视觉塔。基准比较同harness但为自述。", + "limitation": "26.7GB/1.7bit只覆盖文本部分，不当完整下载/峰值RAM；任务样本/排除及不同Agent限额不能跨榜直接排名，未下载权重/独立运行。" + }, + { + "id": "SR005F4-SYZYGY-FILES", + "companyId": "AI180", + "title": "Mach-2公开仓库文件及固定修订", + "url": "https://huggingface.co/api/models/SyzygyResearch/Mach-2-Additive-Medium", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "官方公开模型仓库文件元数据", + "summary": "匿名公开元数据sha9536ece23a6e5c1a9474425b892774119603a254；列LICENSE/README、decode.py、MANIFEST、分片权重及视觉/表文件。", + "limitation": "只核模型卡和文件存在，未读取执行解码器/验证checksum或下载大权重；public-artifact不是独立性能复现，开源/参数不当自研通用基座。" + }, + { + "id": "SR005F4-SYZYGY-SECURITY", + "companyId": "AI180", + "title": "Syzygy本地推理与联网功能分离", + "url": "https://withsyzygy.com/security", + "publishedAt": "2026-08-16", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格与合同核对", + "summary": "设备模型默认本地存聊天/记忆；托管推理、连接器、搜索/浏览器、账号及分析等可联网，按功能和供应商处理。", + "limitation": "安全页部分旧导航与当前模型阵容异时点；不将local-first推所有功能离线/零元数据，实际设置/合同需核。" + }, + { + "id": "SR005F4-PRESIA-HOME", + "companyId": null, + "title": "Presia当前官网业务与原档案不对应", + "url": "https://presia.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网当前任务及主体缺项", + "summary": "普通HTTP200仅HTML标题可读：AI operations for UK letting agencies；与投资方management consulting业务说明不同。", + "limitation": "不直接判断换主体/停业或原档案虚假，当前产品和原公司的映射待核，暂不新增公司。" + }, + { + "id": "SR005F4-PRESIA-ASSET", + "companyId": null, + "title": "Presia公开前端文案与Noogat页脚", + "url": "https://presia.ai/assets/index-BHsnjClr.js", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公开页面资产静态文案核对", + "summary": "只读公开前端资产字符串，导航为letting agencies，页脚Noogat Inc.及AI operations for UK letting agencies，含法律页链接。", + "limitation": "仅静态读取未执行JS/事件/表单；页脚不是注册原件，也不证明与旧Presia咨询主体相同；保留AI/主体待核。" } ], "reviews": [ @@ -114363,21 +114776,25 @@ { "id": "MODEL1-LOCAL-CLOUD", "type": "商业模式初评", - "company": "免费本地开源＋托管云订阅/企业控制", + "company": "免费本地产品＋托管云订阅/企业控制", "companyIds": [ - "AI135" + "AI135", + "AI180" ], "scope": "companies", - "summary": "已核事实：OpenWhispr无限本地转写免费、BYOK另向供应商付费，自营云有免费额度和付费订阅，企业控制询价；桌面MIT而云API/网站专有。当前年付等效价和投资方120K+ARR不足证明净贡献、免费转付费或付费留存。", + "summary": "已核事实：OpenWhispr无限本地转写免费、BYOK另向供应商付费，自营云有免费额度和付费订阅，企业控制询价；桌面MIT而云API/网站专有。当前年付等效价和投资方120K+ARR不足证明净贡献、免费转付费或付费留存。 补充：Syzygy本地免费、按token云及原$20 Pro含推理额度，部分模型/运行组件开放，桌面含专有部分，实际付费未知。", "evidenceIds": [ "SR007F5-OPENWHISPR-HOME", "SR007F5-OPENWHISPR-PRICE", "SR007F5-OPENWHISPR-REPO", "SR007F5-OPENWHISPR-TERMS", "SR007F5-OPENWHISPR-PRIVACY", - "SR007F5-OPENWHISPR-SR" + "SR007F5-OPENWHISPR-SR", + "SR005F4-SYZYGY-PRODUCT", + "SR005F4-SYZYGY-TERMS", + "SR005F4-SYZYGY-SECURITY" ], - "handling": "待验证判断：可用本地免费产品降低试用门槛，再验证客户是否愿为云端便利、同步协作和企业控制付费。我们的试验需分别记录本地/BYOK/自营云采用、转付费、30/90日付费留存、退款后净实收，以及模型/会议音频/存储/同步和支持成本；重点观察无限云套餐的重度账户。免费或日活不能乘标价估ARR，年预收需分摊。隐私价值应按实际处理模式验证，不按开源或本地宣传认所有云功能零数据；只有留存和净贡献支持才扩大。" + "handling": "待验证判断：可用本地免费产品降低试用门槛，再验证客户是否愿为云端便利、同步协作和企业控制付费。我们的试验需分别记录本地/BYOK/自营云采用、转付费、30/90日付费留存、退款后净实收，以及模型/会议音频/存储/同步和支持成本；重点观察无限云套餐的重度账户。免费或日活不能乘标价估ARR，年预收需分摊。隐私价值应按实际处理模式验证，不按开源或本地宣传认所有云功能零数据；只有留存和净贡献支持才扩大。 Syzygy还需验证含额订阅的供应商成本、托管集成/远控及本地免费转付费；开源组件不外推整款app许可。" }, { "id": "SR007F6-R-DELIVERY", @@ -114884,17 +115301,20 @@ "company": "企业试点＋嵌入式工程与持续学习合作", "companyIds": [ "AI065", - "AI063" + "AI063", + "AI176" ], "scope": "companies", - "summary": "已核事实：Codos以30日试点后月合作交付公司上下文/流程自动化，明确FDE；Proper Motion在客户代码库及基础设施嵌入工程团队，客户拥有学习stack。两者有投资方ARR自述，但工程/模型/持续维护净贡献缺底表。", + "summary": "已核事实：Codos以30日试点后月合作交付公司上下文/流程自动化，明确FDE；Proper Motion在客户代码库及基础设施嵌入工程团队，客户拥有学习stack。两者有投资方ARR自述，但工程/模型/持续维护净贡献缺底表。 补充：Kanu驻场FDE/部署策略及客户接管为公开交付模式，网站条款明确实际商业权责由客户合同另定，报价/经常费未核。", "handling": "待验证判断：可先卖边界明确、可验收的企业试点，再评估能否复用连接器/上下文和学习闭环转为持续收费。我们的试验需分记诊断/接入/工程师与专家工时、模型/观测/数据授权、重试返工、维护升级、验收/回款、试点转持续合同及30/90日留存。必须同时看每客户工时下降、退款后净实收和毛利；客户拥有stack可能降低长期锁定，持续付款需靠可量化维护/改进价值。月合作不当纯软件倍数，不把客户节省等同自身收入。", "evidenceIds": [ "SR007F10-CODOS-HOME", "SR007F10-PROPER-HOME", "SR007F10-PROPER-TERMS", "SR007F10-P-AI065", - "SR007F10-P-AI063" + "SR007F10-P-AI063", + "SR005F4-KANU-DEPLOY", + "SR005F4-KANU-TERMS" ] }, { @@ -115573,6 +115993,95 @@ "AI175", "AI171" ] + }, + { + "id": "SR005F4-R-DELIVERY", + "type": "当前交付、改名与财务范围", + "company": "Kanu、Limy、Pen.dev、Sourcerer、Syzygy", + "scope": "companies", + "summary": "五家按当前任务关联，pencil.dev到pen.dev及maniac.ai到Syzygy重定向保留；Kanu含驻场工程，Sourcerer现在交付实物。", + "handling": "不重复造新公司/迁移旧产品财务，客户搜索转化、订单/节省及样例不是自身收入，五家收入未知。网站合同与实际企业/实物订单需分。", + "evidenceIds": [ + "SR005F4-KANU-DEPLOY", + "SR005F4-LIMY-HOME", + "SR005F4-PEN-HOME", + "SR005F4-SOURCERER-HOME", + "SR005F4-SYZYGY-HOME" + ], + "companyIds": [ + "AI176", + "AI177", + "AI178", + "AI179", + "AI180" + ] + }, + { + "id": "SR005F4-R-METERING", + "type": "调用、模型、席位与本地/云的分母", + "company": "Pen.dev、Syzygy、Limy、Kanu", + "scope": "companies", + "summary": "Pen.dev分别限制设计天数、图片/SVG、模型额度，BYO和托管不同；Syzygy本地免费与云/集成收费分开；Limy许可匿名数据改进。", + "handling": "不以无限MCP认无限模型/成本，不以local-first/自有数据认全离线或零留存。Kanu多部署自述不代合同；计费页/网页选态不是实收。", + "evidenceIds": [ + "SR005F4-PEN-PRICE", + "SR005F4-PEN-TERMS", + "SR005F4-SYZYGY-PRODUCT", + "SR005F4-SYZYGY-SECURITY", + "SR005F4-LIMY-TERMS", + "SR005F4-KANU-TERMS" + ], + "companyIds": [ + "AI178", + "AI180", + "AI177", + "AI176" + ] + }, + { + "id": "SR005F4-R-ARTIFACT", + "type": "压缩模型产物和完整内存分母", + "company": "Syzygy", + "scope": "companies", + "summary": "官方模型卡/文件清单可核，保留固定修订；文本26.7GB不包括102.4GB embedding表及约0.9GB视觉塔，派生模型与基座训练分开。", + "handling": "只列public-artifact，未下载大权重/执行脚本/独立复现。首页96%平均retention不能推全任务保持或完整模型峰值RAM；自述分数不可直接跨榜混排。", + "evidenceIds": [ + "SR005F4-SYZYGY-CARD", + "SR005F4-SYZYGY-FILES", + "SR005F4-SYZYGY-HOME" + ], + "companyIds": [ + "AI180" + ] + }, + { + "id": "SR005F4-R-PRESIA", + "type": "原咨询档案与当前租赁业务主体待核", + "company": "Presia", + "scope": "dataset", + "summary": "原公开档案为管理咨询AI、2025两人；当前标题和公开静态资产为英国租赁机构AI运营，页脚Noogat Inc.。", + "handling": "没有一手沿革映射，不新增公司或把咨询市场/签约频率当当前收入；保留待核而不是认停业/造假。网页脚本仅静态阅读，未执行/注册。", + "evidenceIds": [ + "SRPRO1-P-SR005R-C44", + "SR005F4-PRESIA-HOME", + "SR005F4-PRESIA-ASSET" + ] + }, + { + "id": "MODEL1-PHYSICAL-SUPPLY", + "type": "商业模式初评", + "company": "AI采购聚单＋实物交付与账期", + "scope": "companies", + "summary": "已核事实：Sourcerer报价包含实物采购/质检/物流清关及账期，人工检验与Agent并行；通用软件订阅条款不代实际货物订单，客户节省和示例运单不证明自身收入。", + "handling": "待验证判断：可先验证明确规格的重复采购，但须核合同主责、货权/库存/退货、净价与毛利、物流质检/人工/模型成本、营运资金、账期/坏账和汇率/关税敞口。区分交易总额、供货收入与平台净费，再看同客户复购和现金回收；软件订阅CV/ARR均值不能直接评估此模式，聚单规模也不自动保证交付利润。", + "evidenceIds": [ + "SR005F4-SOURCERER-HOME", + "SR005F4-SOURCERER-QUALITY", + "SR005F4-SOURCERER-TERMS" + ], + "companyIds": [ + "AI179" + ] } ], "coverage": { @@ -131817,7 +132326,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR005", "accessedAt": "2026-11-01", - "scope": "公开SR005有限名单59项；13关联、21旧年、1既有超年、0年份待核、24AI/主体待核。成立/团队以各档案和证据为准；完整目录不等注册/产品/财务全部核验，原位置/链接保留。", + "scope": "公开SR005有限名单59项；18关联、21旧年、1既有超年、0年份待核、19AI/主体待核。Presia原咨询与现租赁/Noogat映射缺项保留；完整目录不等登记/产品/财务全核，原位置/链接不变。", "complete": false, "records": [ { @@ -132239,15 +132748,19 @@ "id": "SR005R-C28", "name": "Kanu AI", "url": "https://speedrun.a16z.com/companies/kanu-ai", - "categoryId": "C00", + "categoryId": "C05", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C28" + "SRPRO1-P-SR005R-C28", + "SR005F4-KANU-HOME", + "SR005F4-KANU-DEPLOY", + "SR005F4-KANU-TERMS" ], - "note": "已读独立档案，自报Founded 2025、10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": "自报2025与当前AI交付已人工对应，官网/条款关联；注册原件、实际合同/净费、付费留存和技术效果仍未独立核。", + "companyId": "AI176" }, { "id": "SR005R-C29", @@ -132281,15 +132794,18 @@ "id": "SR005R-C31", "name": "Limy AI", "url": "https://speedrun.a16z.com/companies/limy-ai", - "categoryId": "C00", + "categoryId": "C06", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C31" + "SRPRO1-P-SR005R-C31", + "SR005F4-LIMY-HOME", + "SR005F4-LIMY-TERMS" ], - "note": "已读独立档案，自报Founded 2025、35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": "自报2025与当前AI交付已人工对应，官网/条款关联；注册原件、实际合同/净费、付费留存和技术效果仍未独立核。", + "companyId": "AI177" }, { "id": "SR005R-C32", @@ -132435,15 +132951,19 @@ "id": "SR005R-C42", "name": "Pen.dev", "url": "https://speedrun.a16z.com/companies/pendev", - "categoryId": "C00", + "categoryId": "C04", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C42" + "SRPRO1-P-SR005R-C42", + "SR005F4-PEN-HOME", + "SR005F4-PEN-PRICE", + "SR005F4-PEN-TERMS" ], - "note": "已读独立档案，自报Founded 2025、9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": "自报2025与当前AI交付已人工对应，官网/条款关联；注册原件、实际合同/净费、付费留存和技术效果仍未独立核。", + "companyId": "AI178" }, { "id": "SR005R-C43", @@ -132469,9 +132989,11 @@ "status": "pending-ai", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C44" + "SRPRO1-P-SR005R-C44", + "SR005F4-PRESIA-HOME", + "SR005F4-PRESIA-ASSET" ], - "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": "自报2025、2人咨询Agent档案，但当前presia.ai标题及公开静态资产为英国letting agencies AI运营、Noogat Inc.页脚；是否转向/换主体未核，保留pending-ai/主体待核，不把原咨询签约/市场量迁到新业务。" }, { "id": "SR005R-C45", @@ -132562,29 +133084,40 @@ "id": "SR005R-C51", "name": "Sourcerer", "url": "https://speedrun.a16z.com/companies/sourcerer", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C51" + "SRPRO1-P-SR005R-C51", + "SR005F4-SOURCERER-HOME", + "SR005F4-SOURCERER-QUALITY", + "SR005F4-SOURCERER-TERMS" ], - "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": "自报2025与当前AI交付已人工对应，官网/条款关联；注册原件、实际合同/净费、付费留存和技术效果仍未独立核。", + "companyId": "AI179" }, { "id": "SR005R-C52", "name": "Syzygy", "url": "https://speedrun.a16z.com/companies/syzygy", - "categoryId": "C00", + "categoryId": "C02", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR005-ROSTER", - "SRPRO1-P-SR005R-C52" + "SRPRO1-P-SR005R-C52", + "SR005F4-SYZYGY-HOME", + "SR005F4-SYZYGY-PRODUCT", + "SR005F4-SYZYGY-TERMS", + "SR005F4-SYZYGY-CARD", + "SR005F4-SYZYGY-FILES", + "SR005F4-SYZYGY-SECURITY" ], - "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": "自报2025与当前AI交付已人工对应，官网/条款关联；旧Pioneer描述与maniac.ai到Syzygy重定向保留，公开模型产物不等独立实测。", + "companyId": "AI180" }, { "id": "SR005R-C53", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index c6dd581..1e75fee 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr005-business-3", + "version": "2026-11-01-sr005-business-4", "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个唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：14已补官网关联、72项AI主营/当前主体待核、2项品牌/年份待核。本系列311独立档案已读，10个复用位置未本轮重读。七批当前94关联、1既有超年、145旧年、3品牌/年份待核、78当前AI/交付待核。新增BotBot/Dex/EverCurrent/Forgepoint/Jigsaw/Jooba六家；Dex条款编号与官方2025注册对应，已读2025申报但免审计且未公开损益表，收入未知。Dial/Genway、Human²/Waveful及Alven沿革保留，Coverd任务/ Figment当前交付仍缺。有限目录不等全部公司登记、技术/财务审计；原YC覆盖及财务观测保留。", - "nextCheck": "继续72个新批次及SR007六个AI主营待核、10个复用档案变化；Dial/Genway、Human²/Waveful及Alven主体沿革待核。已关联14家补实际订单、币种/财务日、净费、付费留存和完整人工/数据/模型/集成成本；Dex雇主Business Terms、Jooba精确法人/月费交付、Jigsaw产物许可与独立增益、硬件/制造集成和BotBot真实实验/费率未核。不由官方申报资产/现金或客户报价/工资推ARR。", + "boundary": "公开七批321个唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：19已补官网关联、67当前AI/主体待核、2品牌/年份待核。本系列311独立档案已读，10复用位置未本轮重读。七批当前99关联、1既有超年、145旧年、3品牌/年份、73当前AI/交付待核。新增Kanu/Limy/Pen.dev/Sourcerer/Syzygy，保留重定向及实物供货/本地云口径；Presia现租赁/Noogat与原咨询主体尚未对应。Dex2025官方申报未公开损益且免审计、收入未知；Dial/Human²/Alven沿革及Coverd/Figment缺项仍保留。目录完整不等全部登记/技术/财务审计，未公开/移除/未来公司不含；YC及财务观测保留。", + "nextCheck": "继续67个新批次及SR007六个主营待核、10个复用变化；核Presia咨询到租赁/Noogat、Dial/Genway、Human²/Waveful和Alven沿革。关联19家补实际合同、币种/财务日、付款/留存和完整人工/模型/数据成本。Sourcerer货权/质量/融资和总额净额、Pen.dev实际账期/额度成本、Syzygy完整内存/许可及独立复现、Kanu驻场合同和Limy实价/归因效果未核，不将样例/融资/客户流水或压缩分数转ARR。", "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": 14, - "pendingCurrentAIOrIdentity": 72, + "newLinkedCompanies": 19, + "pendingCurrentAIOrIdentity": 67, "records": [ { "candidateId": "SR001R-C01", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index a35a9d1..b7b2e04 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr005-business-3", + "sourceVersion": "2026-11-01-sr005-business-4", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",