diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 63f0981..7705249 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index d55f060..fd0bb77 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 0572048..6b41385 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index e443608..7341703 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -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", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index fb0ec22..062d71f 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",