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Classify five SR005 businesses and distinguish physical supply from SaaS

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2026-11-01 02:41:25 +08:00
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{
"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",
content/research/ai-companies.sources.json
+5 -5
View File
@@ -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",
content/research/ai-income-analysis.json
+1 -1
View File
@@ -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",