Expand Speedrun companies and separate contract revenue claims

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, 1031);
+  assert.equal(research.companies.length, 1039);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 1424);
-  assert.equal(research.observations.length, 192);
+  assert.equal(research.evidence.length, 1445);
+  assert.equal(research.observations.length, 202);
   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

@@ -23,9 +23,9 @@ 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, 1031);
-    assert.equal(initial.evidence.length, 1424);
-    assert.equal(initial.observations.length, 192);
+    assert.equal(initial.companies.length, 1039);
+    assert.equal(initial.evidence.length, 1445);
+    assert.equal(initial.observations.length, 202);
     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");
     assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records");
@@ -64,7 +64,7 @@ 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, 76);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 85);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10);
   assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 38);
   const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -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), 1031);
-  assert.equal(summary.reduce((n, c) => n + c.self, 0), 28);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1039);
+  assert.equal(summary.reduce((n, c) => n + c.self, 0), 32);
   assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
   assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 985);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 989);
   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"));
@@ -97,8 +97,8 @@ 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, 30);
-  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 7);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 38);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 8);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
   assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/);

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-cn-sme-1",
+  "version": "2026-10-30-speedrun-contracts-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": [
@@ -29355,6 +29355,283 @@
           "NR-PARTNER"
         ]
       }
+    },
+    {
+      "id": "AI088",
+      "name": "Ontem",
+      "url": "https://www.ontempayments.com/",
+      "cat": "C06",
+      "year": 2026,
+      "team": 2,
+      "location": "美国纽约",
+      "business": "自动处理商业服务企业的开票、催收和核销，连接现有ERP、邮箱与支付资料。",
+      "buyer": "商业服务公司的财务与应收团队",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "signed ARR尚未核上线履约；销售管线和目标交易量不是公司收入。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "unknown",
+      "evidenceIds": [
+        "SR26-ONTEM",
+        "SR26-ONTEM-HOME",
+        "SR26-ONTEM-TERMS"
+      ],
+      "businessModel": "应收软件与实施服务；未来融资服务与客户代收款需另列",
+      "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。 官网条款运营者只写Ontem，完整法人名称仍缺。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网与机构页技术/交付自述；未独立运行产品、模型、机器人或复现测试。",
+        "evidenceIds": [
+          "SR26-ONTEM-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI089",
+      "name": "Cybernetic Physics",
+      "url": "https://cyberneticphysics.com/",
+      "cat": "C10",
+      "year": 2026,
+      "team": 4,
+      "location": "美国加州Stanford（机构名录位置）",
+      "business": "集成第三方人形/移动操作机器人，执行数据中心布线、机架与维护任务。",
+      "buyer": "数据中心运营商与建设客户",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "投资机构页称live ARR；机器人项目与持续运营合同未取底表，订单台数与官网日志展示不作收入。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "self",
+      "evidenceIds": [
+        "SR26-CYBERNETIC-PHYSICS",
+        "SR26-CYBERNETIC-PHYSICS-HOME"
+      ],
+      "businessModel": "机器人集成、部署及持续运维；硬件、实施和服务收入分拆待核",
+      "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网与机构页技术/交付自述；未独立运行产品、模型、机器人或复现测试。",
+        "evidenceIds": [
+          "SR26-CYBERNETIC-PHYSICS-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI090",
+      "name": "Lazyweb",
+      "url": "https://www.lazyweb.com/",
+      "cat": "C06",
+      "year": 2026,
+      "team": 2,
+      "location": "美国旧金山",
+      "business": "利用AI研究、生成和部署产品增长实验，优化网页与转化流程。",
+      "buyer": "产品增长团队、初创企业及独立开发者",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "机构页称live ARR；官网示例工作区的月收入与客户增长演算不是Lazyweb自身收入。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "self",
+      "evidenceIds": [
+        "SR26-LAZYWEB",
+        "SR26-LAZYWEB-HOME"
+      ],
+      "businessModel": "产品增长软件与代理工作流；订阅、用量及实施费用需按合同核",
+      "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网与机构页技术/交付自述；未独立运行产品、模型、机器人或复现测试。",
+        "evidenceIds": [
+          "SR26-LAZYWEB-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI091",
+      "name": "Bota",
+      "url": "https://getbota.com/",
+      "cat": "C03",
+      "year": 2026,
+      "team": 4,
+      "location": "美国加州Mountain View（机构名录位置）",
+      "business": "通过录音设备、转写及API为AI产品提供真实对话上下文和设备运营。",
+      "buyer": "AI平台、企业团队及个人；当前业务分部收入未核",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "机构页标题$710K cARR、正文超过$700K contracted ARR；不当已实现ARR。官网订阅支持说明不证明合同已履约。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "unknown",
+      "evidenceIds": [
+        "SR26-BOTA",
+        "SR26-BOTA-HOME",
+        "SR26-BOTA-TERMS-ACCESS"
+      ],
+      "businessModel": "录音硬件、API/软件及设备支持订阅；签约、出货和上线收入须拆分",
+      "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。 机构链接bota.dev重定向getbota.com；条款不可读，硬件/API主体归属继续待核，不与同名企业合并。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网与机构页技术/交付自述；未独立运行产品、模型、机器人或复现测试。",
+        "evidenceIds": [
+          "SR26-BOTA-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI092",
+      "name": "Elu",
+      "url": "https://elu.dev/",
+      "cat": "C04",
+      "year": 2026,
+      "team": 2,
+      "location": "美国旧金山",
+      "business": "分析用户会话和产品行为，定位软件问题并生成、验证修复。",
+      "buyer": "软件开发与产品团队",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "仅有ARR增长倍数而无绝对金额；销售管线、接入公司数及估计客户价值不是Elu收入。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "unknown",
+      "evidenceIds": [
+        "SR26-ELU",
+        "SR26-ELU-HOME"
+      ],
+      "businessModel": "产品分析与代码修复软件，支持云/私有化部署；许可和实施合同待核",
+      "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网与机构页技术/交付自述；未独立运行产品、模型、机器人或复现测试。",
+        "evidenceIds": [
+          "SR26-ELU-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI093",
+      "name": "Athena（athena.lawyer）",
+      "url": "https://www.athena.lawyer/",
+      "cat": "C07",
+      "year": 2026,
+      "team": 6,
+      "location": "美国旧金山",
+      "business": "由律师负责并使用自建AI辅助尽调、文书与交易执行的固定费用律所服务。",
+      "buyer": "并购、商业地产及创业融资交易客户",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "承诺法律服务费不是已确认收入或ARR；客户关系包括design partners，不当全部付费客户。Legora旧ARR不继承。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "unknown",
+      "evidenceIds": [
+        "SR26-ATHENA",
+        "SR26-ATHENA-HOME",
+        "SR26-ATHENA-LEGAL"
+      ],
+      "businessModel": "固定法律服务费，AI作为内部交付工具；不是默认出售SaaS订阅",
+      "entityBasis": "官网法律声明列Athena Circle, a Professional Law Corporation与California Entity No. B20260352606；未查登记原件。不与YC30268 AthenaHQ品牌可见性软件合并。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网与机构页技术/交付自述；未独立运行产品、模型、机器人或复现测试。",
+        "evidenceIds": [
+          "SR26-ATHENA-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI094",
+      "name": "Tenera",
+      "url": "https://trytenera.ai/",
+      "cat": "C05",
+      "year": 2026,
+      "team": 3,
+      "location": "美国旧金山",
+      "business": "根据用户行为数据生成模拟用户，预测功能、定价与流程变化的影响。",
+      "buyer": "企业产品、用户研究与增长决策团队",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "机构页称超过$300K ARR；试点合同、销售管线、创始人旧公司业绩和网页模拟转化不是Tenera收入。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "self",
+      "evidenceIds": [
+        "SR26-TENERA",
+        "SR26-TENERA-HOME"
+      ],
+      "businessModel": "用户模拟与产品研究软件；试点、订阅和服务分拆待核",
+      "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-30",
+        "summary": "已读官网与机构页技术/交付自述；未独立运行产品、模型、机器人或复现测试。",
+        "evidenceIds": [
+          "SR26-TENERA-HOME"
+        ]
+      }
+    },
+    {
+      "id": "AI095",
+      "name": "PreMan",
+      "url": "https://www.preman.live/",
+      "cat": "C04",
+      "year": 2026,
+      "team": 2,
+      "location": "美国旧金山",
+      "business": "模拟代理使用API/MCP与软件工作流，生成测试并支持故障修复验证。",
+      "buyer": "软件开发、QA和API/MCP服务团队",
+      "delivery": "公开网页与名录可读；实际交付、合同和付费状态未独立验证。",
+      "notes": "机构页称$170K ARR；创始人Surt AI旧ARR另属其他企业，SDK公开不证明收入或整个产品性能。",
+      "cohort": "2026年成立，据Speedrun Founded字段；SR006/007批次与成立、推出时点分开",
+      "teamBasis": "Speedrun列Employees，人数具体截至日未注明；不以创始人旧团队或名校背景相加",
+      "price": "本轮未取得已签定价或完整收费分摊；具体业务模式见说明",
+      "stage": "公开产品与投资机构简介，收入/承诺声明待逐项核口径",
+      "sourceType": "a16z Speedrun投资机构介绍及公司官网",
+      "revenueStatus": "self",
+      "evidenceIds": [
+        "SR26-PREMAN",
+        "SR26-PREMAN-HOME",
+        "SR26-PREMAN-SDK"
+      ],
+      "businessModel": "测试/修复平台、SDK与托管服务；许可和用量收费待核",
+      "entityBasis": "官网页脚PreMan, Inc.并链接PreMan-Inc组织的SDK；精确注册未核，不将SDK组织名当注册证明。",
+      "classificationBasis": "按当前主要买家、任务和交付归类；AI Infra/模型等标签不直接代替主营判断。",
+      "technicalReview": {
+        "level": "public-artifact",
+        "reviewedAt": "2026-10-30",
+        "summary": "官网链接的MIT许可SDK及README可访问；未安装运行，未验证托管修复或完整QA能力。",
+        "evidenceIds": [
+          "SR26-PREMAN-HOME",
+          "SR26-PREMAN-SDK"
+        ]
+      }
     }
   ],
   "observations": [
@@ -30039,12 +30316,12 @@
       "name": "Nexor AI",
       "kind": "原文称ARR",
       "value": 2500000,
-      "unit": "USD",
+      "unit": "原文$，币种待核",
       "timing": "推出后5个月，日历时点未注明",
       "evidence": "E103",
       "scope": "公司整体",
       "selection": "signal",
-      "reason": "投资方资料，未经审计，非同期比较",
+      "reason": "投资方资料使用$但未明确USD；更正旧币种推断，未经审计且无具体日历截至日，不进同期比较",
       "bound": "=",
       "comparisonGroup": null
     },
@@ -32467,6 +32744,156 @@
       "reason": "投资人上市公告披露标的期间收入，未经审计；不是ARR、MRR或年化收入，不与母公司、股东和融资金额混合，不进可比样本",
       "bound": "=",
       "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-ONTEM-SIGNED",
+      "company": "AI088",
+      "name": "Ontem",
+      "kind": "签署ARR声明，未核上线",
+      "value": 25000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-ONTEM",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "原文signed ARR，签约与上线/履约未区分；无币种、截至日或合同底表，不作已实现ARR",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-ONTEM-PIPELINE",
+      "company": "AI088",
+      "name": "Ontem",
+      "kind": "销售管线",
+      "value": 1000000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-ONTEM",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "销售机会不是签约或已实现公司收入",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-ONTEM-VOLUME-TARGET",
+      "company": "AI088",
+      "name": "Ontem",
+      "kind": "目标年化交易量",
+      "value": 60000000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-ONTEM",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "原文will reach的目标交易量，非已实现收入或ARR；不从阅读日推断目标已达成",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-CYBERNETIC-ARR",
+      "company": "AI089",
+      "name": "Cybernetic Physics",
+      "kind": "原文称live ARR",
+      "value": 828000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-CYBERNETIC-PHYSICS",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "推出8周里程碑，具体截至日、币种、硬件/项目/运维经常性分摊未核",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-LAZYWEB-ARR",
+      "company": "AI090",
+      "name": "Lazyweb",
+      "kind": "原文称live ARR",
+      "value": 1000000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-LAZYWEB",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "推出两个月相对里程碑；币种、日历时点、折扣退款与订阅合同未核，不进同期比较",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-BOTA-CARR",
+      "company": "AI091",
+      "name": "Bota",
+      "kind": "标题cARR，正文contracted ARR",
+      "value": 710000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-BOTA",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "标题$710K、正文>$700K为同一里程碑，不重复相加；仅签约口径，硬件及软件分摊、上线履约未知，不当已实现ARR",
+      "bound": "=",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-ELU-PIPELINE",
+      "company": "AI092",
+      "name": "Elu",
+      "kind": "销售管线",
+      "value": 2000000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-ELU",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "8倍ARR增长未给绝对金额；销售管线及官网estimated customer value不是公司收入",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-ATHENA-FEES",
+      "company": "AI093",
+      "name": "Athena（athena.lawyer）",
+      "kind": "承诺法律服务费",
+      "value": 700000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-ATHENA",
+      "scope": "非同期比较记录",
+      "selection": "excluded",
+      "reason": "committed legal fees非已确认收入或经常性ARR；16项关系含design partnerships，不能当全部付费客户",
+      "bound": "约",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-TENERA-ARR",
+      "company": "AI094",
+      "name": "Tenera",
+      "kind": "原文称ARR",
+      "value": 300000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-TENERA",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "三周里程碑的下界；合同、币种及具体截至日未知；试点和管线不直接算ARR",
+      "bound": ">",
+      "comparisonGroup": null
+    },
+    {
+      "id": "SR26-O-PREMAN-ARR",
+      "company": "AI095",
+      "name": "PreMan",
+      "kind": "原文称ARR",
+      "value": 170000,
+      "unit": "原文$，币种待核",
+      "timing": "页面仅相对时长或未给业务截至日；2026-10-30读取",
+      "evidence": "SR26-PREMAN",
+      "scope": "公司整体",
+      "selection": "signal",
+      "reason": "未给财务截至日、币种与订阅定义；不把创始人旧Surt AI收入归PreMan",
+      "bound": "=",
+      "comparisonGroup": null
     }
   ],
   "evidence": [
@@ -33094,8 +33521,8 @@
       "publishedAt": null,
       "accessedAt": "2026-10-30",
       "kind": "投资方公司资料",
-      "summary": "五个月达到250万美元ARR和270家客户；8名员工",
-      "limitation": "页面未注明数字的统计日期，非独立审计"
+      "summary": "自述推出五个月达到$2.5M ARR和270家客户，机构页列8名员工；$币种待核。",
+      "limitation": "页面未注明数字的统计日期，非独立审计 原记录美元表述已更正，当前原文未明确USD；人数和财务截至日未注明。"
     },
     {
       "id": "E104",
@@ -48133,6 +48560,237 @@
       "kind": "第三方公开企业目录",
       "summary": "公开检索列杭州昆腾动力智能有限公司、2026-03-17及91330110MAK9DCMB56。",
       "limitation": "未直接核对注册原件或公司原始沿革；与quantum.com存储业务及同名新能源企业分开，不把投资或母体财务归新公司。"
+    },
+    {
+      "id": "SR26-ONTEM",
+      "companyId": "AI088",
+      "title": "Ontem：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/ontem",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、2 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-ONTEM-HOME",
+      "companyId": "AI088",
+      "title": "Ontem：官网当前交付自述",
+      "url": "https://www.ontempayments.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "自动处理商业服务企业的开票、催收和核销，连接现有ERP、邮箱与支付资料。",
+      "limitation": "signed ARR尚未核上线履约；销售管线和目标交易量不是公司收入。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-CYBERNETIC-PHYSICS",
+      "companyId": "AI089",
+      "title": "Cybernetic Physics：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/cybernetic-physics",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、4 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-CYBERNETIC-PHYSICS-HOME",
+      "companyId": "AI089",
+      "title": "Cybernetic Physics：官网当前交付自述",
+      "url": "https://cyberneticphysics.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "集成第三方人形/移动操作机器人，执行数据中心布线、机架与维护任务。",
+      "limitation": "投资机构页称live ARR；机器人项目与持续运营合同未取底表，订单台数与官网日志展示不作收入。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-LAZYWEB",
+      "companyId": "AI090",
+      "title": "Lazyweb：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/lazyweb",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、2 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-LAZYWEB-HOME",
+      "companyId": "AI090",
+      "title": "Lazyweb：官网当前交付自述",
+      "url": "https://www.lazyweb.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "利用AI研究、生成和部署产品增长实验，优化网页与转化流程。",
+      "limitation": "机构页称live ARR；官网示例工作区的月收入与客户增长演算不是Lazyweb自身收入。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-BOTA",
+      "companyId": "AI091",
+      "title": "Bota：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/bota",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、4 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-BOTA-HOME",
+      "companyId": "AI091",
+      "title": "Bota：官网当前交付自述",
+      "url": "https://getbota.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "通过录音设备、转写及API为AI产品提供真实对话上下文和设备运营。",
+      "limitation": "机构页标题$710K cARR、正文超过$700K contracted ARR；不当已实现ARR。官网订阅支持说明不证明合同已履约。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-ELU",
+      "companyId": "AI092",
+      "title": "Elu：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/elu",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、2 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-ELU-HOME",
+      "companyId": "AI092",
+      "title": "Elu：官网当前交付自述",
+      "url": "https://elu.dev/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "分析用户会话和产品行为，定位软件问题并生成、验证修复。",
+      "limitation": "仅有ARR增长倍数而无绝对金额；销售管线、接入公司数及估计客户价值不是Elu收入。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-ATHENA",
+      "companyId": "AI093",
+      "title": "Athena（athena.lawyer）：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/athena",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、6 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-ATHENA-HOME",
+      "companyId": "AI093",
+      "title": "Athena（athena.lawyer）：官网当前交付自述",
+      "url": "https://www.athena.lawyer/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "由律师负责并使用自建AI辅助尽调、文书与交易执行的固定费用律所服务。",
+      "limitation": "承诺法律服务费不是已确认收入或ARR；客户关系包括design partners，不当全部付费客户。Legora旧ARR不继承。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-TENERA",
+      "companyId": "AI094",
+      "title": "Tenera：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/tenera",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、3 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-TENERA-HOME",
+      "companyId": "AI094",
+      "title": "Tenera：官网当前交付自述",
+      "url": "https://trytenera.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "根据用户行为数据生成模拟用户，预测功能、定价与流程变化的影响。",
+      "limitation": "机构页称超过$300K ARR；试点合同、销售管线、创始人旧公司业绩和网页模拟转化不是Tenera收入。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-PREMAN",
+      "companyId": "AI095",
+      "title": "PreMan：Speedrun成立、团队与业务资料",
+      "url": "https://speedrun.a16z.com/companies/preman",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构中的公司自述",
+      "summary": "名录列Founded 2026、2 Employees及主营；财务声明原口径见关联观测与公司说明。",
+      "limitation": "机构具有投资利益关系；无精确注册/人数截至日或独立审计。不由批次、相对时长推精确成立或财务截至日，原文$不自动当USD。"
+    },
+    {
+      "id": "SR26-PREMAN-HOME",
+      "companyId": "AI095",
+      "title": "PreMan：官网当前交付自述",
+      "url": "https://www.preman.live/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方产品材料",
+      "summary": "模拟代理使用API/MCP与软件工作流，生成测试并支持故障修复验证。",
+      "limitation": "机构页称$170K ARR；创始人Surt AI旧ARR另属其他企业，SDK公开不证明收入或整个产品性能。 本轮只读公开网页，不运行代码、设备、账户或财务接口；效果宣传不当独立测试。"
+    },
+    {
+      "id": "SR26-ONTEM-TERMS",
+      "companyId": "AI088",
+      "title": "Ontem条款中的业务与运营者",
+      "url": "https://www.ontempayments.com/terms",
+      "publishedAt": "2026-03-11",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方条款",
+      "summary": "条款描述应收自动化、第三方支付与会计集成，运营者只写Ontem。",
+      "limitation": "只核业务/运营者和支付段落，完整法人与收费合同未取得；条款生效不等成立日，第三方支付处理不等公司收入。"
+    },
+    {
+      "id": "SR26-BOTA-TERMS-ACCESS",
+      "companyId": "AI091",
+      "title": "Bota条款读取限制",
+      "url": "https://getbota.com/terms/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官网读取核查",
+      "summary": "从官网条款入口直接读取返回Cache miss，未取得可核条款正文。",
+      "limitation": "硬件、设备支持、订阅退款及法人归属须补核，不把官网终身支持宣传当已签经常性收入或审计。"
+    },
+    {
+      "id": "SR26-ATHENA-LEGAL",
+      "companyId": "AI093",
+      "title": "Athena官网法律运营主体",
+      "url": "https://www.athena.lawyer/legal-notices",
+      "publishedAt": "2026-08-12",
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方法律声明",
+      "summary": "官网列Athena Circle, a Professional Law Corporation及加州实体编号；法律服务以签署委托协议为准。",
+      "limitation": "仅核主体、服务归属与协议边界；未查注册原件、律师名录或实际委托。更早律所案例不自动归新主体，承诺费用不等收入。"
+    },
+    {
+      "id": "SR26-PREMAN-SDK",
+      "companyId": "AI095",
+      "title": "PreMan官网关联的公开SDK",
+      "url": "https://github.com/PreMan-Inc/PreMan-Sdk",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "公司官方关联公开代码",
+      "summary": "官网链接的公开仓库列MIT许可及TypeScript SDK/CLI，README描述API监控、MCP访问和修复工作流。",
+      "limitation": "本轮只核仓库/README相关段落可访问，未安装、运行、审读全部代码或独立验证性能；SDK开放不代表托管平台全部开源或有已验证收入。"
+    },
+    {
+      "id": "NEXOR-CURRENCY-RECHECK",
+      "companyId": "AI043",
+      "title": "Nexor币种及原文ARR复核",
+      "url": "https://speedrun.a16z.com/companies/nexor-ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-30",
+      "kind": "投资机构原始资料复核",
+      "summary": "当前公开页使用$2.5M ARR，未明示USD；没有具体日历业务截至日。",
+      "limitation": "更正旧记录直接写USD及美元的推断，保留原值与来源历史；不修改平台MRR统计，不从机构所在地推币种。"
     }
   ],
   "reviews": [
@@ -49996,6 +50654,145 @@
         "KR-WORLDMIND"
       ],
       "handling": "不把媒体/目录重复发布当多项独立确认；研究院早期积累、创始人履历、融资、客户产出和公司实际收入分别保留，不新增财务观测。"
+    },
+    {
+      "id": "AI088-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "Ontem",
+      "scope": "companies",
+      "companyIds": [
+        "AI088"
+      ],
+      "summary": "应收软件与实施服务；未来融资服务与客户代收款需另列",
+      "evidenceIds": [
+        "SR26-ONTEM",
+        "SR26-ONTEM-HOME",
+        "SR26-ONTEM-TERMS"
+      ],
+      "handling": "signed ARR尚未核上线履约；销售管线和目标交易量不是公司收入。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "AI089-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "Cybernetic Physics",
+      "scope": "companies",
+      "companyIds": [
+        "AI089"
+      ],
+      "summary": "机器人集成、部署及持续运维；硬件、实施和服务收入分拆待核",
+      "evidenceIds": [
+        "SR26-CYBERNETIC-PHYSICS",
+        "SR26-CYBERNETIC-PHYSICS-HOME"
+      ],
+      "handling": "投资机构页称live ARR；机器人项目与持续运营合同未取底表，订单台数与官网日志展示不作收入。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "AI090-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "Lazyweb",
+      "scope": "companies",
+      "companyIds": [
+        "AI090"
+      ],
+      "summary": "产品增长软件与代理工作流；订阅、用量及实施费用需按合同核",
+      "evidenceIds": [
+        "SR26-LAZYWEB",
+        "SR26-LAZYWEB-HOME"
+      ],
+      "handling": "机构页称live ARR；官网示例工作区的月收入与客户增长演算不是Lazyweb自身收入。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "AI091-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "Bota",
+      "scope": "companies",
+      "companyIds": [
+        "AI091"
+      ],
+      "summary": "录音硬件、API/软件及设备支持订阅；签约、出货和上线收入须拆分",
+      "evidenceIds": [
+        "SR26-BOTA",
+        "SR26-BOTA-HOME",
+        "SR26-BOTA-TERMS-ACCESS"
+      ],
+      "handling": "机构页标题$710K cARR、正文超过$700K contracted ARR；不当已实现ARR。官网订阅支持说明不证明合同已履约。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "AI092-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "Elu",
+      "scope": "companies",
+      "companyIds": [
+        "AI092"
+      ],
+      "summary": "产品分析与代码修复软件，支持云/私有化部署；许可和实施合同待核",
+      "evidenceIds": [
+        "SR26-ELU",
+        "SR26-ELU-HOME"
+      ],
+      "handling": "仅有ARR增长倍数而无绝对金额；销售管线、接入公司数及估计客户价值不是Elu收入。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "AI093-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "Athena（athena.lawyer）",
+      "scope": "companies",
+      "companyIds": [
+        "AI093"
+      ],
+      "summary": "固定法律服务费，AI作为内部交付工具；不是默认出售SaaS订阅",
+      "evidenceIds": [
+        "SR26-ATHENA",
+        "SR26-ATHENA-HOME",
+        "SR26-ATHENA-LEGAL"
+      ],
+      "handling": "承诺法律服务费不是已确认收入或ARR；客户关系包括design partners，不当全部付费客户。Legora旧ARR不继承。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "AI094-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "Tenera",
+      "scope": "companies",
+      "companyIds": [
+        "AI094"
+      ],
+      "summary": "用户模拟与产品研究软件；试点、订阅和服务分拆待核",
+      "evidenceIds": [
+        "SR26-TENERA",
+        "SR26-TENERA-HOME"
+      ],
+      "handling": "机构页称超过$300K ARR；试点合同、销售管线、创始人旧公司业绩和网页模拟转化不是Tenera收入。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "AI095-R-CONTRACT",
+      "type": "Speedrun收入与交付合同口径核查",
+      "company": "PreMan",
+      "scope": "companies",
+      "companyIds": [
+        "AI095"
+      ],
+      "summary": "测试/修复平台、SDK与托管服务；许可和用量收费待核",
+      "evidenceIds": [
+        "SR26-PREMAN",
+        "SR26-PREMAN-HOME",
+        "SR26-PREMAN-SDK"
+      ],
+      "handling": "机构页称$170K ARR；创始人Surt AI旧ARR另属其他企业，SDK公开不证明收入或整个产品性能。 成立、团队与业绩均按来源范围保留，不把原始资料可读当独立验证。"
+    },
+    {
+      "id": "NEXOR-R-CURRENCY",
+      "type": "历史币种标注纠正",
+      "company": "Nexor AI",
+      "scope": "companies",
+      "companyIds": [
+        "AI043"
+      ],
+      "summary": "将O046的USD与E103的美元表述更正为原文$、币种待核，原值及观测用途保留。",
+      "evidenceIds": [
+        "E103",
+        "NEXOR-CURRENCY-RECHECK"
+      ],
+      "handling": "不将美国公司、投资机构或$符号自动映射USD；旧历史图中的美元长度条相应不再绘制，不改支付平台MRR比较组。"
     }
   ],
   "coverage": {
@@ -51529,6 +52326,136 @@
           "note": "报道列2026年9月，原始登记和公司官网未取得；创始人论文、实验室成果、模型竞赛及融资须分别归属。"
         }
       ]
+    },
+    {
+      "id": "SR-2026-targeted-2",
+      "sourceId": "S14",
+      "url": "https://speedrun.a16z.com/companies/ontem",
+      "accessedAt": "2026-10-30",
+      "scope": "从公开名录定向8项并逐项关联公司，7项SR007及Bota SR006；不是该批次、全部名录或两年全量。投资机构选样，成立字段/团队/收入仍需独立核验。",
+      "complete": false,
+      "records": [
+        {
+          "id": "SR26B-01",
+          "name": "Ontem",
+          "url": "https://speedrun.a16z.com/companies/ontem",
+          "categoryId": "C06",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI088",
+          "evidenceIds": [
+            "SR26-ONTEM",
+            "SR26-ONTEM-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        },
+        {
+          "id": "SR26B-02",
+          "name": "Cybernetic Physics",
+          "url": "https://speedrun.a16z.com/companies/cybernetic-physics",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI089",
+          "evidenceIds": [
+            "SR26-CYBERNETIC-PHYSICS",
+            "SR26-CYBERNETIC-PHYSICS-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        },
+        {
+          "id": "SR26B-03",
+          "name": "Lazyweb",
+          "url": "https://speedrun.a16z.com/companies/lazyweb",
+          "categoryId": "C06",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI090",
+          "evidenceIds": [
+            "SR26-LAZYWEB",
+            "SR26-LAZYWEB-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        },
+        {
+          "id": "SR26B-04",
+          "name": "Bota",
+          "url": "https://speedrun.a16z.com/companies/bota",
+          "categoryId": "C03",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI091",
+          "evidenceIds": [
+            "SR26-BOTA",
+            "SR26-BOTA-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        },
+        {
+          "id": "SR26B-05",
+          "name": "Elu",
+          "url": "https://speedrun.a16z.com/companies/elu",
+          "categoryId": "C04",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI092",
+          "evidenceIds": [
+            "SR26-ELU",
+            "SR26-ELU-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        },
+        {
+          "id": "SR26B-06",
+          "name": "Athena（athena.lawyer）",
+          "url": "https://speedrun.a16z.com/companies/athena",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI093",
+          "evidenceIds": [
+            "SR26-ATHENA",
+            "SR26-ATHENA-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        },
+        {
+          "id": "SR26B-07",
+          "name": "Tenera",
+          "url": "https://speedrun.a16z.com/companies/tenera",
+          "categoryId": "C05",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI094",
+          "evidenceIds": [
+            "SR26-TENERA",
+            "SR26-TENERA-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        },
+        {
+          "id": "SR26B-08",
+          "name": "PreMan",
+          "url": "https://speedrun.a16z.com/companies/preman",
+          "categoryId": "C04",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "companyId": "AI095",
+          "evidenceIds": [
+            "SR26-PREMAN",
+            "SR26-PREMAN-HOME"
+          ],
+          "note": "Founded字段2026与批次/上线分开；官网交付和财务口径见公司记录，签约、管线及客户价值不作实际ARR。"
+        }
+      ]
     }
   ],
   "directoryRechecks": [

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-30-30",
+  "version": "2026-10-30-31",
   "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。",
@@ -262,8 +262,8 @@
         "speedrun.a16z.com"
       ],
       "initialAccess": "见具体证据访问记录",
-      "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。",
-      "nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。",
+      "boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。 新增8项2026名录定向核查并登记候选台账（7项SR007、Bota SR006），不等全部批次或两年目录。",
+      "nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。 区分live ARR、signed/contracted ARR、固定法律承诺费用、管线、目标交易量及客户收益；Nexor原$不自动当USD，财务日历截至日和合同底表留缺。",
       "limitation": "来源可读不等于声明已独立验证。"
     },
     {

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-30-cn-sme-1",
+  "sourceVersion": "2026-10-30-speedrun-contracts-1",
   "asOf": "2026-10-30",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",