Classify Thrive services rollup and exclude Brila existing operator

2026-10-30 18:12:52 +08:00
parent e65d90c78b
commit f156406265
5 changed files with 136 additions and 29 deletions
@@ -181,9 +181,9 @@ 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, 1022);
+  assert.equal(research.companies.length, 1023);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1248);
+  assert.equal(research.evidence.length, 1251);
  assert.equal(research.observations.length, 189);
  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 });
@@ -23,8 +23,8 @@ 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, 1022);
-    assert.equal(initial.evidence.length, 1248);
+    assert.equal(initial.companies.length, 1023);
+    assert.equal(initial.evidence.length, 1251);
    assert.equal(initial.observations.length, 189);
    assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
    assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
@@ -64,9 +64,9 @@ 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, 58);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 59);
  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 8);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 27);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 28);
  const review = snapshot.reviews.find((r) => r.id === "R4")!;
  assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
  assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []);
@@ -85,11 +85,11 @@ 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), 1022);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1023);
  assert.equal(summary.reduce((n, c) => n + c.self, 0), 26);
  assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1);
  assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 979);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980);
  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"));
@@ -97,7 +97,7 @@ test("disclosure counts exclude client income, biographies, targets and duplicat

 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, 15);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 16);
  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 6);
  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
  assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -307,7 +307,7 @@ 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, 7);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 5);
 });

 test("product pivots and founder histories do not become new company years or current revenue", () => {
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-utopai-1",
+  "version": "2026-10-30-thrive-brila-1",
  "asOf": "2026-10-30",
  "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": [
@@ -28910,6 +28910,45 @@
          "GOLD-PRIVACY"
        ]
      }
+    },
+    {
+      "id": "AI079",
+      "name": "Thrive Holdings",
+      "url": "https://www.thriveholdings.com/",
+      "cat": "C07",
+      "year": 2025,
+      "team": null,
+      "location": "美国纽约；集团官网标注New York City",
+      "business": "收购并长期运营会计和IT等成熟服务企业，将AI和技术团队嵌入其交付流程。",
+      "buyer": "被持有企业的会计、IT等服务客户；集团直接软件合同与实际付费结构待核",
+      "delivery": "已公开描述会计与IT服务平台及合作关系；没有本轮独立交付、成本节约或技术性能测试。",
+      "notes": "成立2025据公司公开主页，与2025-04-29官方发布公告关联；精确注册日及法律主体链待核。收购/并表带来的规模不等有机AI收入或ARR。ADT交易预计2027年一季度交割，当前不记完成，不合并目标公司历史收入。",
+      "cohort": "2025年成立（公司公开主页自述）；注册日期未独立核验",
+      "teamBasis": "主页11—50范围、关联档案数与集团所持企业员工口径不同，完整团队保留未知",
+      "price": "集团没有本轮可核统一软件订阅价；会计、IT项目/托管服务等按子公司合同核实",
+      "stage": "公开运营会计与IT服务控股平台；按集团/子公司、收购/有机边界另核财务",
+      "sourceType": "TechCrunch发现；官方业务、发布公告、公司主页和交易/合作当事方材料补证",
+      "evidenceIds": [
+        "TC-THRIVE",
+        "TH-ABOUT",
+        "TH-OPENAI",
+        "TH-ADT",
+        "TH-LAUNCH",
+        "TH-PROFILE"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "永久资本控股平台收购服务企业，以行业人员加AI改造交付；集团及软件/服务收入拆分待核",
+      "entityBasis": "thriveholdings.com与公司公开主页、合作方和ADT交易公告相互关联；不与同名乌干达公关企业、其他Thrive Holdings LLC或Thrive Capital历史混合。",
+      "classificationBasis": "按会计和IT专业服务的运营改造归C07；控股/收购是商业模式，不能当纯软件平台并入同一ARR比较组。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "官方材料说明将AI模型与行业人员、流程结合；本轮未测试模型或财务改善，合作关系不替代能力验证。",
+        "evidenceIds": [
+          "TH-ABOUT",
+          "TH-OPENAI"
+        ]
+      }
    }
  ],
  "observations": [
@@ -45049,7 +45088,7 @@
    },
    {
      "id": "TC-THRIVE",
-      "companyId": null,
+      "companyId": "AI079",
      "title": "Thrive Holdings报道发现条目",
      "url": "https://techcrunch.com/2026/10/29/openai-backed-thrive-holdings-acquires-adt/",
      "publishedAt": "2026-10-29",
@@ -45115,18 +45154,18 @@
    },
    {
      "id": "TH-ABOUT",
-      "companyId": null,
+      "companyId": "AI079",
      "title": "Thrive Holdings官方业务说明",
      "url": "https://www.thriveholdings.com/about",
      "publishedAt": null,
      "accessedAt": "2026-10-30",
      "kind": "公司官方材料",
      "summary": "公司称收购成熟企业，将行业人员经验与技术和运营结合，目前涉及会计与IT服务。",
-      "limitation": "控股平台、收购组合与原有企业的经营收入须区分；本次未取得明确成立年份或并表收入凭证。"
+      "limitation": "控股平台、收购组合与原有企业经营收入须区分；年份另据公司主页补证，本次未取得并表收入或注册凭证。"
    },
    {
      "id": "TH-OPENAI",
-      "companyId": null,
+      "companyId": "AI079",
      "title": "Thrive Holdings合作方2025年公告",
      "url": "https://openai.com/index/thrive-holdings/",
      "publishedAt": "2025-12-01",
@@ -45137,7 +45176,7 @@
    },
    {
      "id": "TH-ADT",
-      "companyId": null,
+      "companyId": "AI079",
      "title": "ADT拟收购交易的原始公告",
      "url": "https://investor.adt.com/News--Events/news/news-details/2026/ADT-to-be-Acquired-by-Thrive-Holdings-in-15-3-Billion-Transaction/default.aspx",
      "publishedAt": "2026-10-29",
@@ -45181,7 +45220,7 @@
    },
    {
      "id": "TH-LAUNCH",
-      "companyId": null,
+      "companyId": "AI079",
      "title": "Thrive Holdings官方2025年发布公告",
      "url": "https://www.thriveholdings.com/thrive-holdings-launch",
      "publishedAt": "2025-04-29",
@@ -45706,6 +45745,39 @@
      "kind": "公司公开主页自述",
      "summary": "公开主页链接fundraisly.com，称属于Accumulator，结合投资者匹配、引荐路径与外联服务。页面没有成立年份字段。",
      "limitation": "业务与关联集团关系不能替代Accumulator Fundraising LLC的注册年份；页面2—10人数范围及关联档案数不当精确团队人数，团队筹资和客户融资不当收入。"
+    },
+    {
+      "id": "TH-PROFILE",
+      "companyId": "AI079",
+      "title": "Thrive Holdings公司公开主页年份",
+      "url": "https://www.linkedin.com/company/thrive-holdings",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司公开主页自述",
+      "summary": "页面列Founded 2025，链接thriveholdings.com，描述收购并运营会计与IT服务企业。",
+      "limitation": "非独立注册核验；11—50范围、关联档案数不等集团员工数。所持企业原有收入与收购规模不能当有机AI增长或软件ARR。"
+    },
+    {
+      "id": "BRILA-ENTITY-HISTORY",
+      "companyId": null,
+      "title": "Generated Photos早期政策的同一运营主体",
+      "url": "https://intercom.help/generated-photos/en/articles/7241273-generated-photos-privacy-policy",
+      "publishedAt": "2024-02-14",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方历史政策",
+      "summary": "页面日期2024-02-14，列Generated Media, Inc.及Delaware注册号7627361，与Brila官方政策同名同号。",
+      "limitation": "早期材料可证明该运营主体并非2025—2026新公司；政策日期和其中2020生效日都不当精确注册年。旧产品收入、人数和品牌历史不直接转作Brila收入。"
+    },
+    {
+      "id": "BRILA-ENTITY-TERMS",
+      "companyId": null,
+      "title": "Generated Photos早期服务条款",
+      "url": "https://intercom.help/generated-photos/en/articles/7872726-generated-photos-terms-and-conditions",
+      "publishedAt": "2023-10-16",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方历史条款",
+      "summary": "官方条款页面日期2023-10-16，服务合同方列Generated Media, Inc.，业务为生成图像许可。",
+      "limitation": "单看同名条款不唯一识别主体，需与注册号7627361的隐私政策及Brila政策合看；不能把图像许可收入当新建站产品ARR。"
    }
  ],
  "reviews": [
@@ -47040,6 +47112,37 @@
      ],
      "handling": "按既有业务排除；保留中文报道未读全文的访问缺项。品牌、模型、制作平台与区域业务不重复计数，估值、片单及排名不导入收入观测。",
      "scope": "excluded-candidate"
+    },
+    {
+      "id": "TH-R-CONSOLIDATION",
+      "type": "控股平台成立与并表收入边界",
+      "company": "Thrive Holdings",
+      "companyIds": [
+        "AI079"
+      ],
+      "summary": "2025自述成立年与官方发布材料关联，纳入专业服务改造模式；没有可核同口径集团ARR。",
+      "evidenceIds": [
+        "TH-PROFILE",
+        "TH-LAUNCH",
+        "TH-ABOUT",
+        "TH-ADT"
+      ],
+      "handling": "精确注册、完整团队、付费合同及并表拆分留缺；收购资金、集团持有公司数、目标公司历史收入、预期交易交割不转为当前有机AI收入或软件ARR。",
+      "scope": "companies"
+    },
+    {
+      "id": "BRILA-R-OLD-ENTITY",
+      "type": "旧运营主体的新产品边界",
+      "company": "Brila（既有主体产品候选）",
+      "summary": "Brila与Generated Photos官方政策列同一Generated Media, Inc.注册号7627361，早期材料先于2025。",
+      "evidenceIds": [
+        "PH-BRILA-ENTITY",
+        "PH-BRILA-TERMS",
+        "BRILA-ENTITY-HISTORY",
+        "BRILA-ENTITY-TERMS"
+      ],
+      "handling": "归范围外既有主体；保留精确注册日未知，不因产品发布新增公司，不将图像业务收入或团队规模转作Brila建站业务。",
+      "scope": "excluded-candidate"
    }
  ],
  "coverage": {
@@ -47101,11 +47204,13 @@
          "categoryId": "C04",
          "kind": "product",
          "profileStatus": "readable",
-          "status": "pending-year",
-          "note": "官网及条款列Generated Media, Inc.运营；注册号不代表日期，母公司成立年待核。网站生成与托管订阅为产品业务，不因2026发布新增独立公司。",
+          "status": "outside-cohort",
+          "note": "官方运营者Generated Media, Inc.注册号7627361与Generated Photos的2024政策一致，且有2023旧业务条款；作为既有主体产品排除。政策日期不作精确注册年，旧图像业务业绩不转移给Brila。",
          "evidenceIds": [
            "PH-BRILA-ENTITY",
-            "PH-BRILA-TERMS"
+            "PH-BRILA-TERMS",
+            "BRILA-ENTITY-HISTORY",
+            "BRILA-ENTITY-TERMS"
          ]
        },
        {
@@ -47768,15 +47873,17 @@
          "categoryId": "C07",
          "kind": "company",
          "profileStatus": "readable",
-          "status": "pending-year",
+          "status": "linked",
          "evidenceIds": [
            "TC-THRIVE",
            "TH-ABOUT",
            "TH-OPENAI",
            "TH-ADT",
-            "TH-LAUNCH"
+            "TH-LAUNCH",
+            "TH-PROFILE"
          ],
-          "note": "官方2025-04-29公告证明平台公开发布，不能单独填精确成立年，继续待核。按专业服务收购运营初分C07，控股模式单列；ADT预计2027一季度交割，不记已完成，不将目标历史收入当有机AI收入。"
+          "note": "公司公开主页Founded 2025，结合官方发布及业务关联纳入AI079。按专业服务控股改造模式单列；收购/并表不等有机AI ARR，ADT拟收购尚未交割，精确注册与收入留缺。",
+          "companyId": "AI079"
        }
      ]
    }
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-17",
+  "version": "2026-10-30-18",
  "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。",
@@ -28,8 +28,8 @@
        "techcrunch.com"
      ],
      "initialAccess": "AI栏目可读取",
-      "boundary": "栏目首页选择的3条公司线索已追溯原始资料：Wabi据公开名录2025年份关联公司；DreamHQ与Thrive Holdings成立年待核，后者2025发布公告另存。不是首页全部条目或两年档案；公开分类接口与RSS普通HTTP请求返回403。",
-      "nextCheck": "补可公开取得的2025、2026档案及剩余分页；核DreamHQ、Thrive Holdings成立依据及Wabi精确注册、团队和付费口径。",
+      "boundary": "栏目首页选择的3条公司线索已追溯原始资料：Wabi据公开名录2025年份、Thrive Holdings据公司主页2025自述关联公司，DreamHQ成立年仍待核。Thrive控股改造与收购/有机收入边界单列；非首页全部条目或两年档案，公开分类接口与RSS普通HTTP请求返回403。",
+      "nextCheck": "补可公开取得的2025、2026档案及剩余分页；核DreamHQ成立依据与Wabi、Thrive Holdings精确注册、团队及收入边界。",
      "limitation": "需追溯原始披露，部分文章受访问限制",
      "accessRecheckedAt": "2026-10-30"
    },
@@ -60,8 +60,8 @@
        "producthunt.com"
      ],
      "initialAccess": "官网可读取",
-      "boundary": "两年公开响应各19条，共38条。当前5条关联公司、2条范围外对照、24条范围外/既有业务、5条年份待核、2条推广。旧版本、品牌与法律主体分开，Tapflow据2024原版记录排除，Happycapy仍待核；非两年全量。",
-      "nextCheck": "继续补两年其余分页/日期、仅图片位置及5条年份待核候选；保留Pazi日期冲突，核清品牌与主体，避免转移历史业绩。",
+      "boundary": "两年公开响应各19条，共38条。当前5条关联公司、2条范围外对照、25条范围外/既有业务、4条年份待核、2条推广。旧版本、品牌与法律主体分开，Tapflow据2024原版记录排除，Happycapy仍待核；非两年全量。",
+      "nextCheck": "继续补两年其余分页/日期、仅图片位置及4条年份待核候选；保留Pazi日期冲突，核清品牌与主体，避免转移历史业绩。",
      "limitation": "上线时间不等于成立时间",
      "accessRecheckedAt": "2026-10-30"
    },
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-utopai-1",
+  "sourceVersion": "2026-10-30-thrive-brila-1",
  "asOf": "2026-10-30",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",