Audit four further TechCrunch candidates and bundled-service boundaries

2026-10-30 20:58:01 +08:00
parent deadd24dce
commit f7cdf16933
5 changed files with 324 additions and 13 deletions
@@ -184,7 +184,7 @@ async function main() {
  const research = await researchResponse.json();
  assert.equal(research.companies.length, 1029);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1394);
+  assert.equal(research.evidence.length, 1412);
  assert.equal(research.observations.length, 192);
  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 });
@@ -24,7 +24,7 @@ test("research revisions share the authentication database and preserve replay l
    assert.equal(consumeCode(config, "invalid"), "limited");
    const initial = readResearchSnapshot();
    assert.equal(initial.companies.length, 1029);
-    assert.equal(initial.evidence.length, 1394);
+    assert.equal(initial.evidence.length, 1412);
    assert.equal(initial.observations.length, 192);
    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");
@@ -66,7 +66,7 @@ test("reviews link explicit companies without turning global or excluded cases i
  const snapshot = structuredClone(seed) as ResearchSnapshot;
  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 74);
  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 35);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 37);
  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")!), []);
@@ -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, 9);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 10);
 });

 test("product pivots and founder histories do not become new company years or current revenue", () => {
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-aimoga-filing-1",
+  "version": "2026-10-30-tc-p56-1",
  "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": [
@@ -47727,6 +47727,204 @@
      "kind": "展商公开自述",
      "summary": "展商页列公司主体、2025年1月成立、人形及四足机器人和交通/医疗场景产品。",
      "limitation": "展商营销资料，出口、国家覆盖、签约及交付数量未独立核验；不当付费客户数、收入或独立技术测试。"
+    },
+    {
+      "id": "TC56-GUDEA",
+      "companyId": null,
+      "title": "Gudea：TechCrunch发现线索",
+      "url": "https://techcrunch.com/2026/10/14/gudea-leverages-ai-to-help-organizations-prevent-social-media-crises-before-they-erupt/",
+      "publishedAt": "2026-10-14",
+      "accessedAt": "2026-10-30",
+      "kind": "媒体发现线索",
+      "summary": "从AI栏目第5—6页发现Gudea，另追溯原始资料。",
+      "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。"
+    },
+    {
+      "id": "TC56-FLOQER",
+      "companyId": null,
+      "title": "Floqer：TechCrunch发现线索",
+      "url": "https://techcrunch.com/2026/10/14/floqers-ai-agents-help-b2b-revenue-teams-research-customers/",
+      "publishedAt": "2026-10-14",
+      "accessedAt": "2026-10-30",
+      "kind": "媒体发现线索",
+      "summary": "从AI栏目第5—6页发现Floqer，另追溯原始资料。",
+      "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。"
+    },
+    {
+      "id": "TC56-HONEY",
+      "companyId": null,
+      "title": "Honeyjar：TechCrunch发现线索",
+      "url": "https://techcrunch.com/2026/10/12/honeyjar-offers-ai-tools-to-improve-pr-and-comms-at-every-company/",
+      "publishedAt": "2026-10-12",
+      "accessedAt": "2026-10-30",
+      "kind": "媒体发现线索",
+      "summary": "从AI栏目第5—6页发现Honeyjar，另追溯原始资料。",
+      "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。"
+    },
+    {
+      "id": "TC56-BLUEPRINTS",
+      "companyId": null,
+      "title": "Blueprints AI：TechCrunch发现线索",
+      "url": "https://techcrunch.com/2026/10/12/this-ai-startup-says-it-can-generate-permit-ready-blueprints-in-minutes/",
+      "publishedAt": "2026-10-12",
+      "accessedAt": "2026-10-30",
+      "kind": "媒体发现线索",
+      "summary": "从AI栏目第5—6页发现Blueprints AI，另追溯原始资料。",
+      "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。"
+    },
+    {
+      "id": "GUDEA-YEAR",
+      "companyId": null,
+      "title": "GUDEA官网沿革",
+      "url": "https://www.gudea.ai/insights/who-is-gudea",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "公司介绍列2023创办，2025迁往Minneapolis；迁址和竞赛年份与成立分开。",
+      "limitation": "精确注册未独立查询；客户、增长百分比、融资与专利不转成范围内新公司收入。"
+    },
+    {
+      "id": "FLOQER-YEAR",
+      "companyId": null,
+      "title": "Floqer公司公开主页沿革",
+      "url": "https://www.linkedin.com/company/floqer/?viewAsMember=true",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司公开主页自述",
+      "summary": "公司主页列Founded 2024、Halifax，链接floqer.com，描述CRM数据与销售研究。",
+      "limitation": "公司自述非登记证明；人数范围与平台关联员工列表不等精确团队数，客户管线和融资不当收入。"
+    },
+    {
+      "id": "HONEY-HOME",
+      "companyId": null,
+      "title": "Honeyjar官网产品",
+      "url": "https://honeyjar.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "官网介绍传播策略、媒体研究和内容执行，强调客户审核确认。",
+      "limitation": "未独立测试；等待名单、用户证言及品牌标识不等付费客户或收入。"
+    },
+    {
+      "id": "HONEY-COMPANY",
+      "companyId": null,
+      "title": "Honeyjar官网团队与运营名称",
+      "url": "https://honeyjar.ai/company",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "公司页列Michelle Masek和Nadia Jamshidi，页脚为Honeyjar AI, Inc.。",
+      "limitation": "公开创始人和顾问列表不是全体员工数；未取得精确注册或公司沿革年份。"
+    },
+    {
+      "id": "HONEY-PROFILE",
+      "companyId": null,
+      "title": "Honeyjar主页成立字段与转载冲突",
+      "url": "https://www.linkedin.com/company/honeyjar-ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司公开主页及转载内容",
+      "summary": "主页Founded字段列2025，但同页公司转发AI Market Watch的第三方介绍列2024。",
+      "limitation": "主字段和转发第三方年份不同；不把同一页不同作者当独立确认，精确主体/沿革待核，暂不新增公司。"
+    },
+    {
+      "id": "HONEY-PACKAGE",
+      "companyId": null,
+      "title": "Honeyjar创始人服务包标价",
+      "url": "https://honeyjar.ai/forfounders",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方定价资料",
+      "summary": "页面标$5000，包含人工策略、媒体执行、采访准备及一年软件订阅。",
+      "limitation": "原文$币种本页未确认；是组合售价，不是公司收入，不按全额乘12或自动视作软件ARR。"
+    },
+    {
+      "id": "HONEY-PACKAGE-TERMS",
+      "companyId": null,
+      "title": "Honeyjar组合服务与订阅条款",
+      "url": "https://honeyjar.ai/forfounders-terms",
+      "publishedAt": "2026-10-15",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方合同条款",
+      "summary": "For Founders为一次性服务包，附12个月单席位订阅且不自动续订；条款提供120天内退款安排，退款时附带订阅结束。",
+      "limitation": "仅核相关费用、交付、订阅及退款段落；未取得实际订单、分摊、履约收入或留存数据，不由标价/等待名单反推ARR。"
+    },
+    {
+      "id": "BLUEPRINTS-PROFILE-ACCESS",
+      "companyId": null,
+      "title": "Blueprints AI主页：检索字段与直达限制",
+      "url": "https://www.linkedin.com/company/blueprints-ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司公开主页检索及访问核查",
+      "summary": "检索返回Founded 2025与blueprints-ai.com；直接读取返回429，本轮未核完整主页正文。",
+      "limitation": "保留检索与直达差异，不能声称完成官方主页或注册核查；与创始人更早建筑设计业务的主体连续性仍待核。"
+    },
+    {
+      "id": "BLUEPRINTS-HOME-ACCESS",
+      "companyId": null,
+      "title": "Blueprints AI官网读取缺项",
+      "url": "https://www.blueprints-ai.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官网读取核查",
+      "summary": "本轮www入口返回UnexpectedStatusCode，裸域入口亦不可读，未取得可核官网正文。",
+      "limitation": "不可读不等无业务；未取得原始成立、合同及收入，不把报道价格或创始人旧建筑业务转作新公司业绩。"
+    },
+    {
+      "id": "BILLOW-HOME",
+      "companyId": null,
+      "title": "Billow当前产品与运营名称",
+      "url": "https://thebillow.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方材料",
+      "summary": "官网列Billow Labs, Inc.，展示与既有财务系统集成的月结和人工审批工作流。",
+      "limitation": "页面客户账目与演示金额不是Billow收入；未给明确成立年份，既有2025发现与S2026批次时序仍未解决。"
+    },
+    {
+      "id": "BILLOW-TERMS",
+      "companyId": null,
+      "title": "Billow软件服务与合同费用",
+      "url": "https://thebillow.ai/terms",
+      "publishedAt": "2026-10-27",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方合同条款",
+      "summary": "条款列Billow Labs, Inc.，提供财务软件、代理、Excel插件和Teams服务；收费按订单或协议确定。",
+      "limitation": "仅核主体、服务和费用段落。官方软件表述与YC会计服务定位需按实际合同拆分，不由订阅条款推已实现MRR。"
+    },
+    {
+      "id": "DH-PRESS",
+      "companyId": null,
+      "title": "DreamHQ公司发布：项目价值与收入边界",
+      "url": "https://www.dreamhq.com/press/announcement",
+      "publishedAt": "2026-10-29",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方发布稿检索记录",
+      "summary": "公司发布稿检索返回建筑设计交付及累计支持项目开发价值$2000万。",
+      "limitation": "检索能读到发布稿相关内容，但直接打开不可读；项目开发价值不是Dream收费，融资、面积及创始人旧业务也不作收入。未补足原始成立年。"
+    },
+    {
+      "id": "TC56-ARCHIVE-5",
+      "companyId": null,
+      "title": "TechCrunch AI第5页发现入口",
+      "url": "https://techcrunch.com/category/artificial-intelligence/page/5/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "媒体栏目发现入口",
+      "summary": "已读取栏目卡片入口，定向登记本批候选。",
+      "limitation": "动态分页；只登记本批4项，不代表全部卡片、全部参赛者或两年档案已核。"
+    },
+    {
+      "id": "TC56-ARCHIVE-6",
+      "companyId": null,
+      "title": "TechCrunch AI第6页发现入口",
+      "url": "https://techcrunch.com/category/artificial-intelligence/page/6/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "媒体栏目发现入口",
+      "summary": "已读取栏目卡片入口，定向登记本批候选。",
+      "limitation": "动态分页；只登记本批4项，不代表全部卡片、全部参赛者或两年档案已核。"
    }
  ],
  "reviews": [
@@ -49503,6 +49701,45 @@
        "AIMOGA-HOME"
      ],
      "handling": "收入披露方为投资人上市公司；不当标的自述或独立审计。母公司更早项目史单列，不继承其营业收入、员工规模与技术成绩；不将期间收入年化或把出货乘售价。"
+    },
+    {
+      "id": "TC56-R-CANDIDATES",
+      "type": "AI栏目新增候选成立与收入边界核查",
+      "company": "Gudea、Floqer、Honeyjar、Blueprints AI",
+      "scope": "excluded-candidate",
+      "summary": "前两项按2023/2024原始沿革排除；Honeyjar年份冲突，Blueprints官方直达受限，仍保留待核。",
+      "evidenceIds": [
+        "TC56-GUDEA",
+        "GUDEA-YEAR",
+        "TC56-FLOQER",
+        "FLOQER-YEAR",
+        "TC56-HONEY",
+        "HONEY-HOME",
+        "HONEY-COMPANY",
+        "HONEY-PROFILE",
+        "HONEY-PACKAGE",
+        "HONEY-PACKAGE-TERMS",
+        "TC56-BLUEPRINTS",
+        "BLUEPRINTS-PROFILE-ACCESS",
+        "BLUEPRINTS-HOME-ACCESS"
+      ],
+      "handling": "不把栏目、参赛、发布或搬迁年当成立年。Honeyjar人工服务与软件附赠期需拆分、不能由一次性包价推ARR；不可读项不当全文已核，未新增收入观测。"
+    },
+    {
+      "id": "TC-R-PENDING-CONTRACTS",
+      "type": "待定候选当前交付与历史业绩隔离",
+      "company": "Billow AI Labs及DreamHQ",
+      "scope": "excluded-candidate",
+      "summary": "Billow当前条款的软件服务与早期会计公司表述分别保留；Dream项目开发价值不等公司收入。",
+      "evidenceIds": [
+        "BILLOW-HOME",
+        "BILLOW-TERMS",
+        "TC-BF25-BILLOW",
+        "DH-PRESS",
+        "DH-HOME",
+        "DH-COMPANY"
+      ],
+      "handling": "两项继续成立待核。客户交易示例、客户企业价值、融资、创始人旧业务和建设项目总价均不新增公司收入观测；Dream发布稿检索/直达差异留缺。"
    }
  ],
  "coverage": {
@@ -50202,9 +50439,10 @@
            "TC-DREAM",
            "DH-HOME",
            "DH-COMPANY",
-            "YC-E-31258"
+            "YC-E-31258",
+            "DH-PRESS"
          ],
-          "note": "建筑设计及工程交付初分C07；媒体给成立线索，但官方本次未明确年份，保持待核。DreamHQ创始人与域名不同于公司表YC31258的摄像头业务，禁止按Dream名称去重或转移数据。"
+          "note": "建筑设计及工程交付初分C07；媒体给成立线索，但官方本次未明确年份，保持待核。DreamHQ创始人与域名不同于公司表YC31258的摄像头业务，禁止按Dream名称去重或转移数据。 发布稿仅取得检索内容，直达不可读；项目开发价值不等公司收入。"
        },
        {
          "id": "TC26-02",
@@ -50265,9 +50503,11 @@
          "status": "pending-year",
          "evidenceIds": [
            "TC-BF25",
-            "TC-BF25-BILLOW"
+            "TC-BF25-BILLOW",
+            "BILLOW-HOME",
+            "BILLOW-TERMS"
          ],
-          "note": "YC仅列S2026批次且无可读Founded字段；与2025发现线索的实体/时序待核。旧创业业绩、客户企业价值和交易量不作新公司收入。"
+          "note": "YC仅列S2026批次且无可读Founded字段；与2025发现线索的实体/时序待核。旧创业业绩、客户企业价值和交易量不作新公司收入。 官网与条款列Billow Labs, Inc.及软件/代理交付，未给成立年；服务和软件合同需分开核。"
        },
        {
          "id": "TC25-BF-02",
@@ -50911,6 +51151,77 @@
          "companyId": "AI085"
        }
      ]
+    },
+    {
+      "id": "TC-2026-ai-pages-5-6-targeted-1",
+      "sourceId": "S02",
+      "url": "https://techcrunch.com/category/artificial-intelligence/page/5/",
+      "accessedAt": "2026-10-30",
+      "scope": "AI第5—6页定向登记4家公司：2项原始资料显示早于2025，2项年份/原始可读资料待核。不是全部卡片、分页、200参赛者或两年档案覆盖；动态页面位置不构成固定全量名录。",
+      "complete": false,
+      "records": [
+        {
+          "id": "TC26-P56-01",
+          "name": "Gudea",
+          "url": "https://techcrunch.com/2026/10/14/gudea-leverages-ai-to-help-organizations-prevent-social-media-crises-before-they-erupt/",
+          "categoryId": "C06",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "evidenceIds": [
+            "TC56-GUDEA",
+            "GUDEA-YEAR"
+          ],
+          "note": "官网列2023创立、2025迁址，按范围外既有公司登记；迁址、竞赛和融资不等新成立。"
+        },
+        {
+          "id": "TC26-P56-02",
+          "name": "Floqer",
+          "url": "https://techcrunch.com/2026/10/14/floqers-ai-agents-help-b2b-revenue-teams-research-customers/",
+          "categoryId": "C06",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "evidenceIds": [
+            "TC56-FLOQER",
+            "FLOQER-YEAR"
+          ],
+          "note": "公司主页列Founded 2024，按范围外公司登记；CRM、客户管线、融资及产品转型不作为2025—2026新成立依据。"
+        },
+        {
+          "id": "TC26-P56-03",
+          "name": "Honeyjar",
+          "url": "https://techcrunch.com/2026/10/12/honeyjar-offers-ai-tools-to-improve-pr-and-comms-at-every-company/",
+          "categoryId": "C06",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-year",
+          "evidenceIds": [
+            "TC56-HONEY",
+            "HONEY-HOME",
+            "HONEY-COMPANY",
+            "HONEY-PROFILE",
+            "HONEY-PACKAGE",
+            "HONEY-PACKAGE-TERMS"
+          ],
+          "note": "主字段2025与同页转发第三方2024冲突，主体沿革待核。一次性人工服务包附不自动续订的12个月席位，不以全额标价当ARR；未新增收入观测。"
+        },
+        {
+          "id": "TC26-P56-04",
+          "name": "Blueprints AI",
+          "url": "https://techcrunch.com/2026/10/12/this-ai-startup-says-it-can-generate-permit-ready-blueprints-in-minutes/",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-year",
+          "evidenceIds": [
+            "TC56-BLUEPRINTS",
+            "BLUEPRINTS-PROFILE-ACCESS",
+            "BLUEPRINTS-HOME-ACCESS"
+          ],
+          "note": "检索公司主页有2025字段，但直达429、官网不可读，原始成立和创始人更早建筑业务主体边界未核；保留候选，不把媒体价格或旧业务转为新公司收入。"
+        }
+      ]
    }
  ],
  "directoryRechecks": [
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-28",
+  "version": "2026-10-30-29",
  "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": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。",
-      "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。",
+      "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。",
+      "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。 继续核Honeyjar主字段与转载的年份差异、Blueprints原始可读资料与旧建筑业务主体；不把包价、演示金额或建设项目价值当ARR。",
      "limitation": "需追溯原始披露，部分文章受访问限制",
      "accessRecheckedAt": "2026-10-30"
    },
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-aimoga-filing-1",
+  "sourceVersion": "2026-10-30-tc-p56-1",
  "asOf": "2026-10-30",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",