From f86a4a75a03c96e34795cd92a36aa9764d3d7ebe Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 21:20:12 +0800 Subject: [PATCH] Expand Speedrun companies and separate contract revenue claims --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 18 +- content/research/ai-companies.seed.json | 937 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 948 insertions(+), 21 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index e35fcea..79816e6 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, 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); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 806717b..0c08538 100644 --- a/apps/docs/tests/research.test.ts +++ b/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/); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c54f192..deb7aec 100644 --- a/content/research/ai-companies.seed.json +++ b/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": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 014dfec..c3fbdd7 100644 --- a/content/research/ai-companies.sources.json +++ b/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。" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 7c2269c..ddc724a 100644 --- a/content/research/ai-income-analysis.json +++ b/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",