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Reconcile SR007 contracts, free SDK terms and provider reach

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Codex Bot
2026-11-01 01:16:48 +08:00
parent 68780f1f2b
commit ec50b3302e
5 changed files with 661 additions and 42 deletions
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apps/docs/scripts/auth-cli.ts
+3 -3
View File
@@ -182,10 +182,10 @@ 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, 1232);
assert.equal(research.companies.length, 1238);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4797);
assert.equal(research.observations.length, 475);
assert.equal(research.evidence.length, 4816);
assert.equal(research.observations.length, 480);
assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
assert.equal(researchPage.status, 200);
apps/docs/tests/research.test.ts
+16 -8
View File
@@ -123,9 +123,9 @@ 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, 1232);
assert.equal(initial.evidence.length, 4797);
assert.equal(initial.observations.length, 475);
assert.equal(initial.companies.length, 1238);
assert.equal(initial.evidence.length, 4816);
assert.equal(initial.observations.length, 480);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 6);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
@@ -169,7 +169,7 @@ test("research validation rejects broken evidence and unsafe source links", () =
test("reviews link explicit companies without turning global or excluded cases into companies", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 234);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 237);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 53);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -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), 1232);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1238);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 62);
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), 1149);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1155);
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, 217);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 223);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -567,6 +567,14 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
"annualized professional-service revenue is not recurring subscription ARR");
assert.equal(snapshot.companies.find((item) => item.id === "AI137")!.technicalReview!.level, "description",
"a preliminary external ranking with unresolved methodology is not complete independent verification");
const contractFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F7-"));
assert.equal(contractFollowup.filter((item) => item.selection === "excluded").length, 4);
assert.equal(contractFollowup.filter((item) => item.selection === "adoption").length, 1);
assert.ok(contractFollowup.every((item) => !item.metric && !item.observedAt));
assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F7-")),
"contracted revenue and potential customers' active users cannot become realized ARR");
assert.equal(snapshot.companies.find((item) => item.id === "AI144")!.revenueStatus, "unknown",
"free current SDK terms and a contracted ARR claim need reconciliation before labeling realized revenue");
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
@@ -596,7 +604,7 @@ test("unreconciled directory financials remain source reviews instead of income
assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
assert.equal(reviewCompanyIds(snapshot, review).length, 0);
assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 153);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 147);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
content/research/ai-companies.seed.json
+638 -27
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-6",
"version": "2026-11-01-sr007-followup-7",
"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": [
@@ -38965,6 +38965,229 @@
"SR007F6-PHYVANT-HOME"
]
}
},
{
"id": "AI141",
"name": "Primitive Labs",
"url": "https://primitivelabs.ai/",
"channel": "S14",
"cat": "C04",
"year": 2026,
"team": 4,
"location": "美国旧金山（投资方资料）",
"business": "用校准的模拟用户Agent测试软件体验并实施经批准改进，产品Instinct。",
"buyer": "消费软件产品、研发及研究团队",
"delivery": "官网产品/演示说明和条款，论文投稿/真实效果及付费未独立核",
"notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。",
"cohort": "投资方自报2026成立；独立登记及品牌起点待核",
"teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知",
"price": "默认USD，订阅/一次性/用量条款并列，具体价格和SLA另约",
"stage": "官网产品/演示说明和条款，论文投稿/真实效果及付费未独立核",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F7-PRIMITIVE-SR",
"SR007F7-PRIMITIVE-HOME",
"SR007F7-PRIMITIVE-INSTINCT",
"SR007F7-PRIMITIVE-TERMS"
],
"revenueStatus": "unknown",
"businessModel": "行为模拟软件/研究工具，企业数据校准/人工、模型与反复试验成本待核",
"entityBasis": "Primitive Labs AI Inc. Delaware自述，独立登记未核",
"classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。",
"evidenceIds": [
"SR007F7-PRIMITIVE-SR",
"SR007F7-PRIMITIVE-HOME"
]
}
},
{
"id": "AI142",
"name": "Reelful",
"url": "https://www.reelful.app/",
"channel": "S14",
"cat": "C08",
"year": 2025,
"team": 3,
"location": "美国旧金山（投资方资料）",
"business": "由提示和素材生成/剪辑短视频，支持用户调整计划、时间线及导出。",
"buyer": "创作者、小企业和团队",
"delivery": "iPhone/网页订阅入口及积分套餐，未下载剪辑/测试",
"notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。",
"cohort": "投资方自报2025成立；独立登记及品牌起点待核",
"teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知",
"price": "原$24.99/49.99/99.99月费，对应3000/7500/18000积分；追加积分和Enterprise另列",
"stage": "iPhone/网页订阅入口及积分套餐，未下载剪辑/测试",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F7-REELFUL-SR",
"SR007F7-REELFUL-HOME",
"SR007F7-REELFUL-TERMS"
],
"revenueStatus": "unknown",
"businessModel": "订阅＋生成积分，商店/网页渠道净费、生成重试/视频成本与退款拆分",
"entityBasis": "精确法人及独立登记待核",
"classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。",
"evidenceIds": [
"SR007F7-REELFUL-SR",
"SR007F7-REELFUL-HOME"
]
}
},
{
"id": "AI143",
"name": "Rhema Health",
"url": "https://www.rhema.health/",
"channel": "S14",
"cat": "C07",
"year": 2026,
"team": 3,
"location": "美国旧金山（投资方资料）",
"business": "支持医疗机构患者沟通、协调和病历/账单准备的AI工作流。",
"buyer": "专科医疗机构及运营团队",
"delivery": "官网演示/升级路径，客户审核AI输出，SOC2进行中；实际付费未核",
"notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。",
"cohort": "投资方自报2026成立；独立登记及品牌起点待核",
"teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知",
"price": "未取得产品费率/服务订单/实际BAA",
"stage": "官网演示/升级路径，客户审核AI输出，SOC2进行中；实际付费未核",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F7-RHEMA-SR",
"SR007F7-RHEMA-HOME",
"SR007F7-RHEMA-TERMS"
],
"revenueStatus": "unknown",
"businessModel": "医疗运营软件/服务，cARR与管线不当已实现，机构报销/增收非自身净费，人工升级成本待核",
"entityBasis": "Rhema Health, Inc.条款自述，独立登记/合同缺",
"classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。",
"evidenceIds": [
"SR007F7-RHEMA-SR",
"SR007F7-RHEMA-HOME"
]
}
},
{
"id": "AI144",
"name": "Rollup（tryrollup.com）",
"url": "https://www.tryrollup.com/",
"channel": "S14",
"cat": "C03",
"year": 2026,
"team": 3,
"location": "美国旧金山（投资方资料）",
"business": "端侧相册索引形成供应用调用的个性化上下文与SDK服务。",
"buyer": "消费者应用和个人AI产品开发者",
"delivery": "二进制iOS SDK需审核应用；签约cARR为自述，当前免费条款需核对应",
"notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。",
"cohort": "投资方自报2026成立；独立登记及品牌起点待核",
"teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知",
"price": "当前SDK/服务免费，未来收费至少30日通知；288K签约ARR与此需按合同/产品/期间对齐",
"stage": "二进制iOS SDK需审核应用；签约cARR为自述，当前免费条款需核对应",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F7-ROLLUP-SR",
"SR007F7-ROLLUP-HOME",
"SR007F7-ROLLUP-TERMS",
"SR007F7-ROLLUP-DATA"
],
"revenueStatus": "unknown",
"businessModel": "上下文SDK/服务，当前免费、可能企业合同与未来收费须拆；端侧/云模型和第三方保留成本待核",
"entityBasis": "Kint AI, Inc.自述，独立登记及旧品牌沿革未核",
"classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。",
"evidenceIds": [
"SR007F7-ROLLUP-SR",
"SR007F7-ROLLUP-HOME"
]
}
},
{
"id": "AI145",
"name": "Rumbo",
"url": "https://rumbo-ai.com/",
"channel": "S14",
"cat": "C07",
"year": 2026,
"team": 5,
"location": "美国纽约（投资方资料）",
"business": "读取邮件/文档准备货代报价和运营任务，经操作者批准执行。",
"buyer": "美国-拉美贸易货代及运营团队",
"delivery": "官网演示/预约与人工批准，未执行或核真实付款",
"notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。",
"cohort": "投资方自报2026成立；独立登记及品牌起点待核",
"teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知",
"price": "首页按操作量、无席位/设置费/年约，条款订阅周期预付，具体费率/币种按订单",
"stage": "官网演示/预约与人工批准，未执行或核真实付款",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F7-RUMBO-SR",
"SR007F7-RUMBO-HOME",
"SR007F7-RUMBO-TERMS"
],
"revenueStatus": "unknown",
"businessModel": "货代软件用量/订阅边界待实际订单对齐，承运/客户运费与平台净费分开，实施/支持成本待核",
"entityBasis": "Rumbo AI, Inc. Delaware及编号为官网自述，非独立登记核验",
"classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。",
"evidenceIds": [
"SR007F7-RUMBO-SR",
"SR007F7-RUMBO-HOME"
]
}
},
{
"id": "AI146",
"name": "Saru",
"url": "https://hellosaru.com/",
"channel": "S14",
"cat": "C06",
"year": 2026,
"team": 2,
"location": "美国纽约（投资方资料）",
"business": "品牌在消息渠道的个性化销售、服务和再互动Agent。",
"buyer": "消费者品牌及其客户运营团队",
"delivery": "投资方描述明确任务，官网未读到正文，实际渠道/交付未核",
"notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。",
"cohort": "投资方自报2026成立；独立登记及品牌起点待核",
"teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知",
"price": "无可读价表或条款",
"stage": "投资方描述明确任务，官网未读到正文，实际渠道/交付未核",
"sourceType": "投资方及官网/条款原始资料",
"evidenceIds": [
"SR007F7-SARU-SR",
"SR007F7-SARU-HOME"
],
"revenueStatus": "unknown",
"businessModel": "品牌对客Agent收费未知，订阅/对话用量/效果费及人工转交成本待核，商家销售非自身收入",
"entityBasis": "精确法人/独立登记未核",
"classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。",
"evidenceIds": [
"SR007F7-SARU-SR",
"SR007F7-SARU-HOME"
]
}
}
],
"observations": [
@@ -46416,6 +46639,81 @@
"reason": "部署不证付费/净费，前雇主交易规模不迁入",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F7-O-RHEMA-CONTRACT",
"company": "AI143",
"name": "Rhema Health",
"kind": "签约ARR",
"value": 500000,
"unit": "原文$，币种待核",
"timing": "投资方自述，具体业务截至日未知",
"evidence": "SR007F7-RHEMA-SR",
"scope": "未来/签约业务，不是已实现公司收入",
"selection": "excluded",
"reason": "cARR非已实现经常性收入，医疗机构账单非厂商收入",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F7-O-RHEMA-PIPELINE",
"company": "AI143",
"name": "Rhema Health",
"kind": "销售管线",
"value": 3000000,
"unit": "原文$，币种待核",
"timing": "投资方自述，具体业务截至日未知",
"evidence": "SR007F7-RHEMA-SR",
"scope": "未来/签约业务，不是已实现公司收入",
"selection": "excluded",
"reason": "pipeline非签约/履行或实际收入",
"bound": "≥",
"comparisonGroup": null
},
{
"id": "SR007F7-O-ROLLUP-CONTRACT",
"company": "AI144",
"name": "Rollup",
"kind": "签约ARR",
"value": 288000,
"unit": "原文$，币种待核",
"timing": "14天内自述，具体业务截至日未知",
"evidence": "SR007F7-ROLLUP-SR",
"scope": "未来/签约业务，不是已实现公司收入",
"selection": "excluded",
"reason": "cARR非实收；当前免费SDK条款须与合同/期间/产品对齐",
"bound": "=",
"comparisonGroup": null
},
{
"id": "SR007F7-O-ROLLUP-POTENTIAL-MAU",
"company": "AI144",
"name": "Rollup",
"kind": "管线潜在客户MAU",
"value": 10000000,
"unit": "潜在客户月活用户",
"timing": "14天内自述，具体业务截至日未知",
"evidence": "SR007F7-ROLLUP-SR",
"scope": "未来/签约业务，不是已实现公司收入",
"selection": "excluded",
"reason": "qualified pipeline中的客户活跃规模非Rollup自身用户或付费采用",
"bound": "≥",
"comparisonGroup": null
},
{
"id": "SR007F7-O-ROLLUP-SIGNED",
"company": "AI144",
"name": "Rollup",
"kind": "签约客户自述",
"value": 8,
"unit": "企业",
"timing": "14天内自述，具体业务截至日未知",
"evidence": "SR007F7-ROLLUP-SR",
"scope": "未来/签约业务，不是已实现公司收入",
"selection": "adoption",
"reason": "签约客户不证明已付款或SDK当前免费外的净经常性",
"bound": "=",
"comparisonGroup": null
}
],
"evidence": [
@@ -99185,6 +99483,215 @@
"kind": "投资方及官网/第三方结果归属复核",
"summary": "案例页150B年收入、16万员工及70国家明确为客户，8000主体图与专家判断自动化在客户环境运行，异常转人。",
"limitation": "这些不是Phyvant营收/人数；仅M&A中单个瓶颈非所有流程全自主，案例为厂商自述非独立审计，六位咨询节省非自身收费。"
},
{
"id": "SR007F7-PRIMITIVE-SR",
"companyId": "AI141",
"title": "Primitive2026与行为模拟研究自述",
"url": "https://speedrun.a16z.com/companies/primitive-labs",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "投资方列2026成立、4人、旧金山，模拟软件/Agent用户行为；NeurIPS/AAMAS投稿及前雇主十亿产品业绩。",
"limitation": "投稿非录用或独立验证，前雇主业绩非Primitive收入；团队学术/工作履历不替公司模型效果。"
},
{
"id": "SR007F7-PRIMITIVE-HOME",
"companyId": "AI141",
"title": "Primitive运营者与产品反链",
"url": "https://primitivelabs.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "官网Human-aligned development，Primitive Labs AI Inc.自述，反链Instinct产品。",
"limitation": "地点列表不当办公室/团队数，具体付费和登记未独立核，不把品牌另建公司。"
},
{
"id": "SR007F7-PRIMITIVE-INSTINCT",
"companyId": "AI141",
"title": "Instinct软件体验模拟和批准变更",
"url": "https://primitivelabs.ai/instinct",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "Instinct以客户研究/分析数据校准模拟Agent，测试软件旅程、摩擦/转化并实施经批准修改，预约演示。",
"limitation": "界面消费金额/会话/转化为展示非公司收入；模拟不等真实用户研究结论，未调用或修改外部软件。"
},
{
"id": "SR007F7-PRIMITIVE-TERMS",
"companyId": "AI141",
"title": "Primitive多种收费与模型训练选择",
"url": "https://primitivelabs.ai/legal/terms-conditions",
"publishedAt": "2026-06-15",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "条款自述Delaware Primitive Labs AI Inc.，默认USD，订阅/一次性/用量并列，SLA需另签；可退出后续内容训练。",
"limitation": "无具体费率/合同；第三方模型和自有训练区分，退出非追溯删除旧训练，不能按宣传认全部客户数据隔离已验证。"
},
{
"id": "SR007F7-REELFUL-SR",
"companyId": "AI142",
"title": "Reelful2025与剪辑Agent",
"url": "https://speedrun.a16z.com/companies/reelful",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "投资方列2025成立、3人、旧金山，用户视频编辑Agent，称节省90%编辑时间。",
"limitation": "90%效果和前Snapchat百万用户部署非Reelful付费或独立能力；未实际剪辑测试。"
},
{
"id": "SR007F7-REELFUL-HOME",
"companyId": "AI142",
"title": "Reelful套餐与生成积分",
"url": "https://www.reelful.app/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "iPhone入口，按提示/自带媒体生成、用户调整和导出；Creator原$24.99/月3000积分约10视频，Pro49.99/7500约25，Studio99.99/18000约60。",
"limitation": "约视频量取决于生成消耗，套餐非收入或无限完成视频承诺；Enterprise询价，未下载/购买。"
},
{
"id": "SR007F7-REELFUL-TERMS",
"companyId": "AI142",
"title": "Reelful商店与网页订阅/积分",
"url": "https://www.reelful.app/terms",
"publishedAt": "2026-09-22",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "条款有免费生成额度、商店内购及网页RevenueCat Billing/Stripe订阅，追加积分不过期，用后不退款；账号跨端对应。",
"limitation": "首页商店描述未覆盖网页收费，渠道抽成/退款和积分充值收入确认需拆，具体当前法人/净费待核。"
},
{
"id": "SR007F7-RHEMA-SR",
"companyId": "AI143",
"title": "Rhema2026及签约/管线与分销可达",
"url": "https://speedrun.a16z.com/companies/rhema-health",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "投资方列2026成立、3人、旧金山，医疗机构患者沟通/运营AI；500K cARR、3M+pipeline与athenahealth可触达1万医生自述。",
"limitation": "cARR/管线非已实现ARR；市场接入不等实际付费医生，未独立取得对应市场条目；前Meta/Tenyx业绩不归Rhema。"
},
{
"id": "SR007F7-RHEMA-HOME",
"companyId": "AI143",
"title": "Rhema临床运营与升级路径",
"url": "https://www.rhema.health/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "官网跨数据/渠道患者联络与记录准备，异常升级至机构通信系统；HIPAA attested、SOC2 in progress为自述。",
"limitation": "账单准备/机构增收不是Rhema收入，进行中非已取得认证；不提供诊疗建议/认可疗效，实际医疗效果未核。"
},
{
"id": "SR007F7-RHEMA-TERMS",
"companyId": "AI143",
"title": "Rhema主体及客户审核AI输出",
"url": "https://www.rhema.health/terms",
"publishedAt": "2026-01-17",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "普通HTTP200可读条款Rhema Health, Inc.，数字医疗运营工具；客户须审核验证批准AI输出后才依赖或入病历。",
"limitation": "浏览器缓存未取到不等条款不存在；网站条款未提供具体费率/BAA/服务订单，登记和真实履约未独立核。"
},
{
"id": "SR007F7-ROLLUP-SR",
"companyId": "AI144",
"title": "Rollup2026与签约/潜在MAU分列",
"url": "https://speedrun.a16z.com/companies/rollup",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "投资方列2026成立、3人、旧金山，端侧相册上下文SDK，14天8个签约客户对应288K cARR，qualified pipeline覆盖10M+MAU。",
"limitation": "签约客户不证付费，潜在客户MAU不等本公司活跃量；原币种/日期未知，旧500万融资和周翻倍无基数不推收入。"
},
{
"id": "SR007F7-ROLLUP-HOME",
"companyId": "AI144",
"title": "Rollup端侧索引与示例业务",
"url": "https://www.tryrollup.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "官网将相册转换为上下文，iOS SDK/文档及审批访问，照片不离机；跨应用画像及消费示例。",
"limitation": "照片不离机不代表衍生文本/位置和服务记录全本地，示例消费/集成非实际客户，未请求访问照片或运行SDK。"
},
{
"id": "SR007F7-ROLLUP-TERMS",
"companyId": "AI144",
"title": "Rollup当前免费与衍生数据上云",
"url": "https://www.tryrollup.com/legal/sdk-terms",
"publishedAt": "2026-10-13",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "Kint AI, Inc.条款：SDK二进制、应用需审核；当前免费，收费至少提前30日通知；query/profile衍生文本传Rollup及模型方。",
"limitation": "当前免费与投资方签约ARR需按产品/合同/时间对应，非直接认财务造假；原图不离机不能泛化全部数据零上云，公开说明不等代码开放。"
},
{
"id": "SR007F7-ROLLUP-DATA",
"companyId": "AI144",
"title": "Rollup数据处置与第三方保留范围",
"url": "https://www.tryrollup.com/legal/data-management",
"publishedAt": "2026-10-20",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "政策区分原图/本地索引、衍生文本、位置格、设备及运营账单记录；提供方可能保留30日滥用监测或另零保留安排。",
"limitation": "政策/SDK不完全零数据，第三方安排及实际配置须核；未审计实现或取得真实用户数据，不作隐私安全保证。"
},
{
"id": "SR007F7-RUMBO-SR",
"companyId": "AI145",
"title": "Rumbo2026与运营商最终决定",
"url": "https://speedrun.a16z.com/companies/rumbo",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "投资方列2026成立、5人、纽约，US-LATAM货代报价/运营Agent，操作者最终决定，十倍货量是目标。",
"limitation": "客户运量/旧高频交易退出不是本公司收入，不能把目标当实际提效或已付费规模。"
},
{
"id": "SR007F7-RUMBO-HOME",
"companyId": "AI145",
"title": "Rumbo逐操作报价与人工批准",
"url": "https://rumbo-ai.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "西语官网人工批准后发出，按处理操作收费、无席位/设置费/年约，具体费率按量商议；Rumbo AI, Inc.自述。",
"limitation": "48.2K月账单、运费/利润为客户演示不是平台收入；按操作宣传需与条款周期订阅及订单对应，未执行报价/发送消息。"
},
{
"id": "SR007F7-RUMBO-TERMS",
"companyId": "AI145",
"title": "Rumbo订阅预付与软件服务边界",
"url": "https://rumbo-ai.com/terminos",
"publishedAt": "2026-10-02",
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "条款自述Delaware Rumbo AI, Inc.，订阅按订单定价格/币种/账期、周期预付；仅软件非承运/货代，客户审核后使用输出。",
"limitation": "首页无年约/按量与条款订阅不自动矛盾但未对齐实际订单，不把客户运费计公司收入；登记编号自述未独立查证。"
},
{
"id": "SR007F7-SARU-SR",
"companyId": "AI146",
"title": "Saru2026及品牌对客Agent",
"url": "https://speedrun.a16z.com/companies/saru",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "投资方列2026成立、2人、纽约，品牌个性化对客Agent，基于购买/社交/对话历史在消息表面服务。",
"limitation": "品牌百万客户不是Saru付费客户或员工，前雇主十亿估值不是自身收入；关系/转化增益未独立核。"
},
{
"id": "SR007F7-SARU-HOME",
"companyId": "AI146",
"title": "Saru官网正文访问缺项",
"url": "https://hellosaru.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "投资方及官网/合同与数据范围复核",
"summary": "浏览工具请求失败，普通HTTP响应读取不完整，未取得官网产品/收费或法律正文。",
"limitation": "不因访问失败推停止服务；依据投资方明确AI任务暂关联，当前渠道集成、价表/主体和实际交付均待核，未绕过或联系。"
}
],
"reviews": [
@@ -108645,6 +109152,85 @@
"SR007F6-PARCA-HOME"
],
"handling": "待验证判断：可先以边界明确的专业交付物验证客户愿付净费，再测试AI是否减少总交付工时。我们的试验需记录采集/模型/人工审核、返工、责任和客户支持成本、验收与回款周期、重复委托及退款；不得只按生成速度估毛利，也不把年化项目收入当订阅留存。只有专业审核质量、净贡献与重复购买共同支持才扩展。"
},
{
"id": "SR007F7-R-DELIVERY",
"type": "软件行为测试、内容生成及专业运营交付",
"company": "Primitive Labs、Reelful、Rhema Health、Rollup、Rumbo、Saru",
"companyIds": [
"AI141",
"AI142",
"AI143",
"AI144",
"AI145",
"AI146"
],
"scope": "companies",
"summary": "六家2025/2026成立自报关联，Primitive按软件体验测试、Reelful按内容创作、医疗/货代运营及上下文SDK/客户运营分别分类。",
"evidenceIds": [
"SR007F7-PRIMITIVE-SR",
"SR007F7-PRIMITIVE-HOME",
"SR007F7-PRIMITIVE-INSTINCT",
"SR007F7-PRIMITIVE-TERMS",
"SR007F7-REELFUL-SR",
"SR007F7-REELFUL-HOME",
"SR007F7-REELFUL-TERMS",
"SR007F7-RHEMA-SR",
"SR007F7-RHEMA-HOME",
"SR007F7-RHEMA-TERMS",
"SR007F7-ROLLUP-SR",
"SR007F7-ROLLUP-HOME",
"SR007F7-ROLLUP-TERMS",
"SR007F7-ROLLUP-DATA",
"SR007F7-RUMBO-SR",
"SR007F7-RUMBO-HOME",
"SR007F7-RUMBO-TERMS",
"SR007F7-SARU-SR",
"SR007F7-SARU-HOME"
],
"handling": "Primitive Instinct不另拆公司，模拟/投稿非真实效果；Rhema客户须审AI输出和升级异常，SOC2进行中，非医疗有效性验证。Rumbo人工批准后出站，Saru正文未取得；没有外部产品操作或医疗建议。"
},
{
"id": "SR007F7-R-FINANCE",
"type": "cARR、管线、分销可达与当前免费条款",
"company": "Rhema Health、Rollup、Rumbo、Reelful",
"companyIds": [
"AI142",
"AI143",
"AI144",
"AI145"
],
"scope": "companies",
"summary": "Rhema500K cARR/3M+管线、Rollup288K cARR及潜在客户10M+MAU排除，8签约客户仅采用；无新增可比收入。Rollup当前免费和Rumbo按操作首页/订阅预付条款尚未与实际订单对齐。",
"evidenceIds": [
"SR007F7-RHEMA-SR",
"SR007F7-RHEMA-TERMS",
"SR007F7-ROLLUP-SR",
"SR007F7-ROLLUP-TERMS",
"SR007F7-RUMBO-HOME",
"SR007F7-RUMBO-TERMS",
"SR007F7-REELFUL-HOME",
"SR007F7-REELFUL-TERMS"
],
"handling": "按具体产品/版本/合同和日期核签约履行、净经常性及取消退款，不能据标签差异直接认造假或把当前免费当历史零收入。Reelful商店/网页抽成、充值积分及生成成本分列；市场接入1万医生不是已付费客户。"
},
{
"id": "SR007F7-R-DATA",
"type": "端侧原图、衍生数据及模型训练范围",
"company": "Primitive Labs、Rollup",
"companyIds": [
"AI141",
"AI144"
],
"scope": "companies",
"summary": "Rollup原图/索引端侧，但query/profile衍生文本传云/模型方，位置格/设备/日志另列；Primitive条款模型训练可退出、既往训练不撤销，第三方模型另有范围。",
"evidenceIds": [
"SR007F7-PRIMITIVE-TERMS",
"SR007F7-ROLLUP-HOME",
"SR007F7-ROLLUP-TERMS",
"SR007F7-ROLLUP-DATA"
],
"handling": "照片不离机不能泛化为所有数据全本地，提供方可有30日监测或零保留安排须核；二进制SDK不等完整开源，未审计实现/提交数据。部署边界、数据许可和云推理/支持成本是模式评估前置缺项。"
}
],
"coverage": {
@@ -121765,7 +122351,7 @@
"sourceId": "S14",
"url": "https://speedrun.a16z.com/companies",
"accessedAt": "2026-11-01",
"scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前50关联（17复用、33本系列新增）、23成立/主体待核、6AI主营待核；本系列新补读40个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。",
"scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核；本系列新补读46个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。",
"complete": false,
"records": [
{
@@ -122668,14 +123254,19 @@
"id": "SR007R-C56",
"name": "Primitive Labs",
"url": "https://speedrun.a16z.com/companies/primitive-labs",
"categoryId": "C03",
"categoryId": "C04",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F7-PRIMITIVE-SR",
"SR007F7-PRIMITIVE-HOME",
"SR007F7-PRIMITIVE-INSTINCT",
"SR007F7-PRIMITIVE-TERMS"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；独立登记及品牌起点待核；官网产品/演示说明和条款，论文投稿/真实效果及付费未独立核。收费/数据/财务限制见公司与证据。",
"companyId": "AI141"
},
{
"id": "SR007R-C57",
@@ -122698,12 +123289,16 @@
"url": "https://speedrun.a16z.com/companies/reelful",
"categoryId": "C08",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F7-REELFUL-SR",
"SR007F7-REELFUL-HOME",
"SR007F7-REELFUL-TERMS"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2025成立；独立登记及品牌起点待核；iPhone/网页订阅入口及积分套餐，未下载剪辑/测试。收费/数据/财务限制见公司与证据。",
"companyId": "AI142"
},
{
"id": "SR007R-C59",
@@ -122711,12 +123306,16 @@
"url": "https://speedrun.a16z.com/companies/rhema-health",
"categoryId": "C07",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F7-RHEMA-SR",
"SR007F7-RHEMA-HOME",
"SR007F7-RHEMA-TERMS"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；独立登记及品牌起点待核；官网演示/升级路径，客户审核AI输出，SOC2进行中；实际付费未核。收费/数据/财务限制见公司与证据。",
"companyId": "AI143"
},
{
"id": "SR007R-C60",
@@ -122724,12 +123323,17 @@
"url": "https://speedrun.a16z.com/companies/rollup",
"categoryId": "C03",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F7-ROLLUP-SR",
"SR007F7-ROLLUP-HOME",
"SR007F7-ROLLUP-TERMS",
"SR007F7-ROLLUP-DATA"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；独立登记及品牌起点待核；二进制iOS SDK需审核应用；签约cARR为自述，当前免费条款需核对应。收费/数据/财务限制见公司与证据。",
"companyId": "AI144"
},
{
"id": "SR007R-C61",
@@ -122737,12 +123341,16 @@
"url": "https://speedrun.a16z.com/companies/rumbo",
"categoryId": "C07",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F7-RUMBO-SR",
"SR007F7-RUMBO-HOME",
"SR007F7-RUMBO-TERMS"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；独立登记及品牌起点待核；官网演示/预约与人工批准，未执行或核真实付款。收费/数据/财务限制见公司与证据。",
"companyId": "AI145"
},
{
"id": "SR007R-C62",
@@ -122750,12 +123358,15 @@
"url": "https://speedrun.a16z.com/companies/saru",
"categoryId": "C06",
"kind": "company",
"profileStatus": "archive-only",
"status": "pending-year",
"profileStatus": "readable",
"status": "linked",
"evidenceIds": [
"SR007R-ROSTER"
"SR007R-ROSTER",
"SR007F7-SARU-SR",
"SR007F7-SARU-HOME"
],
"note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。"
"note": "投资方自报2026成立；独立登记及品牌起点待核；投资方描述明确任务，官网未读到正文，实际渠道/交付未核。收费/数据/财务限制见公司与证据。",
"companyId": "AI146"
},
{
"id": "SR007R-C63",
content/research/ai-companies.sources.json
+3 -3
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr007-followup-6",
"version": "2026-11-01-sr007-followup-7",
"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": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记50关联（17复用、33本系列新增）、23成立/主体待核、6AI主营待核。本系列补读40个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。 Othello live/cARR/管线、Parca服务年化、Phyvant客户财务及Orbits当前免费与旧雇主业绩分别保留；Oruk外部英语初步榜单不能外推整体效果。",
"nextCheck": "先补SR007剩余23条独立档案及Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。 Oruk精确模型/方法与语音用量成本，Othello主体/品牌起点及live合同净额，Parca专业审核净费/资质，Orbits免费承诺/未来定价及Phyvant实施/异常人工与合同继续缺。",
"boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核。本系列补读46个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。 Othello live/cARR/管线、Parca服务年化、Phyvant客户财务及Orbits当前免费与旧雇主业绩分别保留；Oruk外部英语初步榜单不能外推整体效果。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。",
"nextCheck": "先补SR007剩余16条未读独立档案，并继续核Alven主体/品牌及Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。 Oruk精确模型/方法与语音用量成本，Othello主体/品牌起点及live合同净额，Parca专业审核净费/资质，Orbits免费承诺/未来定价及Phyvant实施/异常人工与合同继续缺。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/主体继续核。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
content/research/ai-income-analysis.json
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr007-followup-6",
"sourceVersion": "2026-11-01-sr007-followup-7",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",