diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 932f323..da1b9fe 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,9 +182,9 @@ 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, 1272); + assert.equal(research.companies.length, 1278); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 5195); + assert.equal(research.evidence.length, 5209); assert.equal(research.observations.length, 491); 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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index b2a0fbd..b5592ce 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,11 +123,11 @@ 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, 1272); - assert.equal(initial.evidence.length, 5195); + assert.equal(initial.companies.length, 1278); + assert.equal(initial.evidence.length, 5209); assert.equal(initial.observations.length, 491); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 10); + assert.equal(businessReviews.length, 11); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) .sort((a, b) => a.id.localeCompare(b.id)), "business model assessments and company/evidence links persist in the shared database"); @@ -169,8 +169,8 @@ 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, 262); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 153); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 266); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 154); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 57); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -190,11 +190,11 @@ test("reviews link explicit companies without turning global or excluded cases i test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => { const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); - assert.equal(summary.reduce((n, c) => n + c.count, 0), 1272); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1278); assert.equal(summary.reduce((n, c) => n + c.self, 0), 63); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1188); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1194); assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown"); assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown"); assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体")); @@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 263); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 269); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -645,10 +645,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records); assert.equal(newlyRegistered.length, 242); assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 2); - assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 28); + assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 34); assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1); assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144); - assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 67, + assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 61, "a known self-reported founding year does not by itself establish the current AI business"); assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232); assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) => @@ -742,6 +742,25 @@ test("current products preserve unresolved identity and separate trading from so assert.ok(snapshot.reviews.find((row) => row.id === "MODEL1-LOCAL-CLOUD")!.companyIds!.includes("AI180")); }); +test("new founding-year reports retain beta, academic and self-reported enforcement boundaries", () => { + const snapshot = seed as ResearchSnapshot; + for (const id of ["AI181", "AI182", "AI184", "AI185", "AI186"]) { + const company = snapshot.companies.find((row) => row.id === id)!; + assert.equal(company.year, 2026); + assert.equal(company.revenueStatus, "unknown"); + assert.equal(company.technicalReview!.level, "description"); + } + assert.equal(snapshot.companies.find((row) => row.id === "AI183")!.year, 2025); + assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR006F5-")), + "trial credits, customer revenue impact, demonstration fundraises and normalized research scores are not ARR"); + const research = snapshot.reviews.find((row) => row.id === "SR006F5-R-RESEARCH")!; + assert.deepEqual(reviewCompanyIds(snapshot, research), ["AI185", "AI169"]); + assert.ok(research.evidenceIds.includes("SR004F2-REHEARSALS-BENCH")); + const pricing = snapshot.reviews.find((row) => row.id === "MODEL1-MESSAGE-ENFORCEMENT")!; + assert.deepEqual(reviewCompanyIds(snapshot, pricing), ["AI186"]); + assert.ok(pricing.evidenceIds.includes("SR006F5-ZERODRIFT-TERMS")); +}); + test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; const batch = snapshot.candidateBatches!.find((b) => b.id === "PH-2025-visible-1")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 814f275..336b498 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr005-business-4", + "version": "2026-11-01-sr006-business-5", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -40579,6 +40579,238 @@ "SR005F4-SYZYGY-SECURITY" ] } + }, + { + "id": "AI181", + "name": "Emanate", + "url": "https://emanate.ai/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 7, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "工业材料企业的AI询盘/报价、扩张、线索与定价运营。", + "buyer": "工业材料分销/制造销售团队", + "delivery": "四类运营Agent，实际部署/人工审批规则与系统接入待合同核", + "price": "演示询价，无公开软件实价", + "businessModel": "行业收入运营软件及集成，客户revenue impact非自身净费；数据/模型/人工及维护成本待核", + "entityBasis": "EMANATE AI INC网站条款自述，独立登记未核", + "stage": "四类运营Agent，实际部署/人工审批规则与系统接入待合同核", + "cohort": "投资方自报2026成立；独立注册和品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "报价/赠额、客户效果/合作洽谈、融资目标/示例及基准分数不作自身收入；五家2026、一家2025均仍为成立自报。实际净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C17", + "SR006F5-EMANATE-HOME", + "SR006F5-EMANATE-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "工业与铁路、公共政策按行业应用；人机工作区按企业通用工作；有界决策/验证及通信执行按Agent设施，不以小模型/政府标签归通用模型或防务。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读业务、条款和自述方法；Prior所链论文是学术方法证据非产品独立实测，ZeroDrift明确基准自报/独立运行尚在进行。未执行API、Agent、铁路操作或研究代码。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C17", + "SR006F5-EMANATE-HOME", + "SR006F5-EMANATE-TERMS" + ] + } + }, + { + "id": "AI182", + "name": "Kaaro", + "url": "https://kaaro.ai", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 2, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "铁路AI运营同事，汇集记录、主动更新、文书/账单和事件工作流。", + "buyer": "铁路运营及后台团队", + "delivery": "官网请求early access，投资方合作及洽谈自述，实际部署未核", + "price": "无公开价格/采购协议", + "businessModel": "铁路行业软件及集成，部署、专业审核/数据和长期维护成本待核；客户规模/演示车次非收入", + "entityBasis": "精确法人及独立注册原件未核", + "stage": "官网请求early access，投资方合作及洽谈自述，实际部署未核", + "cohort": "投资方自报2026成立；独立注册和品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "报价/赠额、客户效果/合作洽谈、融资目标/示例及基准分数不作自身收入；五家2026、一家2025均仍为成立自报。实际净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C23", + "SR006F5-KAARO-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "工业与铁路、公共政策按行业应用；人机工作区按企业通用工作；有界决策/验证及通信执行按Agent设施，不以小模型/政府标签归通用模型或防务。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读业务、条款和自述方法；Prior所链论文是学术方法证据非产品独立实测，ZeroDrift明确基准自报/独立运行尚在进行。未执行API、Agent、铁路操作或研究代码。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C23", + "SR006F5-KAARO-HOME" + ] + } + }, + { + "id": "AI183", + "name": "Modaic", + "url": "https://modaic.dev", + "channel": "S14", + "cat": "C03", + "year": 2025, + "team": 2, + "location": "San Francisco, California, United States of America（投资方资料）", + "business": "提供有界决策、类型化答案、概率及置信度，用于分类/审核和Agent评估。", + "buyer": "AI决策/审核/Agent应用开发团队", + "delivery": "当前分析模型云/公开Agent storefront，Mo/Mo Fast说明；未调用API", + "price": "自助支付入口不证明具体价格已取得，单位费率/合同未知", + "businessModel": "按决策API可能用量收费，计费单位、模型/校准、人类反馈/审核成本待核，不由可付款推收入", + "entityBasis": "精确法人及独立登记未核，未开户/付款或接受页面操作指令", + "stage": "当前分析模型云/公开Agent storefront，Mo/Mo Fast说明；未调用API", + "cohort": "投资方自报2025成立；独立注册和品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "报价/赠额、客户效果/合作洽谈、融资目标/示例及基准分数不作自身收入；五家2026、一家2025均仍为成立自报。实际净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C27", + "SR006F5-MODAIC-HOME", + "SR006F5-MODAIC-STOREFRONT" + ], + "revenueStatus": "unknown", + "classificationBasis": "工业与铁路、公共政策按行业应用；人机工作区按企业通用工作；有界决策/验证及通信执行按Agent设施，不以小模型/政府标签归通用模型或防务。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读业务、条款和自述方法；Prior所链论文是学术方法证据非产品独立实测，ZeroDrift明确基准自报/独立运行尚在进行。未执行API、Agent、铁路操作或研究代码。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C27", + "SR006F5-MODAIC-HOME", + "SR006F5-MODAIC-STOREFRONT" + ] + } + }, + { + "id": "AI184", + "name": "Oasis（joinoasis.com）", + "url": "https://joinoasis.com", + "channel": "S14", + "cat": "C05", + "year": 2026, + "team": 5, + "location": "New York, New York, United States of America（投资方资料）", + "business": "人和Agent协作工作区，跨工具/独立电脑与团队记忆协同。", + "buyer": "跨工程、GTM、财务及运营团队", + "delivery": "当前beta/免费开始、模板与多通道展示；套餐与实际收费未知", + "price": "未读到公开金额，免费/图片付费客户文案不作净费", + "businessModel": "团队软件/Agent运行与连接，电脑/模型/同步/记忆、权限及人工支持成本待核", + "entityBasis": "Mercury Intelligence Inc.条款自述，独立注册未核，同名Oasis不合并", + "stage": "当前beta/免费开始、模板与多通道展示；套餐与实际收费未知", + "cohort": "投资方自报2026成立；独立注册和品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "报价/赠额、客户效果/合作洽谈、融资目标/示例及基准分数不作自身收入；五家2026、一家2025均仍为成立自报。实际净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C29", + "SR006F5-OASIS-HOME", + "SR006F5-OASIS-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "工业与铁路、公共政策按行业应用；人机工作区按企业通用工作；有界决策/验证及通信执行按Agent设施，不以小模型/政府标签归通用模型或防务。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读业务、条款和自述方法；Prior所链论文是学术方法证据非产品独立实测，ZeroDrift明确基准自报/独立运行尚在进行。未执行API、Agent、铁路操作或研究代码。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C29", + "SR006F5-OASIS-HOME", + "SR006F5-OASIS-TERMS" + ] + } + }, + { + "id": "AI185", + "name": "Prior Foundry", + "url": "https://priorfoundry.com", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 7, + "location": "Paris, France（投资方资料）", + "business": "政府项目监测、公众反馈、情景模拟及政策评价的AI决策平台。", + "buyer": "政府和公共政策研究/执行团队", + "delivery": "研究/访谈Agent辅助，保留人审、证据溯源，私有环境自述；演示入口", + "price": "无公开实价或政府采购合同", + "businessModel": "公共部门软件及研究/部署服务，公众访谈/授权、研究人员、模型和采购交付成本待核", + "entityBasis": "隐私页列Prior Foundry SAS/Inc.，精确合同关系及注册原件未核，不拆重复公司", + "stage": "研究/访谈Agent辅助，保留人审、证据溯源，私有环境自述；演示入口", + "cohort": "投资方自报2026成立；独立注册和品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款、官网所链学术方法论文", + "notes": "报价/赠额、客户效果/合作洽谈、融资目标/示例及基准分数不作自身收入；五家2026、一家2025均仍为成立自报。实际净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C38", + "SR006F5-PRIOR-HOME", + "SR006F5-PRIOR-PRIVACY", + "SR006F5-PRIOR-PAPER" + ], + "revenueStatus": "unknown", + "classificationBasis": "工业与铁路、公共政策按行业应用；人机工作区按企业通用工作；有界决策/验证及通信执行按Agent设施，不以小模型/政府标签归通用模型或防务。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读业务、条款和自述方法；Prior所链论文是学术方法证据非产品独立实测，ZeroDrift明确基准自报/独立运行尚在进行。未执行API、Agent、铁路操作或研究代码。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C38", + "SR006F5-PRIOR-HOME", + "SR006F5-PRIOR-PRIVACY", + "SR006F5-PRIOR-PAPER" + ] + } + }, + { + "id": "AI186", + "name": "ZeroDrift", + "url": "https://zerodrift.com", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 12, + "location": "New York, New York, United States of America（投资方资料）", + "business": "AI通信发送前的规则执行、检测/改写/拦截和审查证据设施。", + "buyer": "受监管企业的工程、安全与合规团队", + "delivery": "云及VPC自述、消息API与规则治理；独立基准运行尚在进行", + "price": "原$0.002/0.01/0.05每至2000token消息，规则训练/加费另计；计算器分母待账单核", + "businessModel": "消息用量＋规则训练/企业部署，模型/人工规则维护/重验和专业责任成本分记，赠额非收入", + "entityBasis": "ZeroDrift, Inc. Delaware条款自述，独立注册/正式订单未核", + "stage": "云及VPC自述、消息API与规则治理；独立基准运行尚在进行", + "cohort": "投资方自报2026成立；独立注册和品牌起点待核", + "teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知", + "sourceType": "公开投资方档案及公司官网/条款", + "notes": "报价/赠额、客户效果/合作洽谈、融资目标/示例及基准分数不作自身收入；五家2026、一家2025均仍为成立自报。实际净费/付款/留存未知。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C59", + "SR006F5-ZERODRIFT-HOME", + "SR006F5-ZERODRIFT-PRICE", + "SR006F5-ZERODRIFT-TERMS", + "SR006F5-ZERODRIFT-ANCHOR" + ], + "revenueStatus": "unknown", + "classificationBasis": "工业与铁路、公共政策按行业应用；人机工作区按企业通用工作；有界决策/验证及通信执行按Agent设施，不以小模型/政府标签归通用模型或防务。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只读业务、条款和自述方法；Prior所链论文是学术方法证据非产品独立实测，ZeroDrift明确基准自报/独立运行尚在进行。未执行API、Agent、铁路操作或研究代码。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C59", + "SR006F5-ZERODRIFT-HOME", + "SR006F5-ZERODRIFT-PRICE", + "SR006F5-ZERODRIFT-TERMS", + "SR006F5-ZERODRIFT-ANCHOR" + ] + } } ], "observations": [ @@ -104354,7 +104586,7 @@ }, { "id": "SRPRO1-P-SR006R-C17", - "companyId": null, + "companyId": "AI181", "title": "Emanate公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/emanate", "publishedAt": null, @@ -104398,7 +104630,7 @@ }, { "id": "SRPRO1-P-SR006R-C23", - "companyId": null, + "companyId": "AI182", "title": "Kaaro公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/kaaro", "publishedAt": null, @@ -104431,7 +104663,7 @@ }, { "id": "SRPRO1-P-SR006R-C27", - "companyId": null, + "companyId": "AI183", "title": "Modaic公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/modaic", "publishedAt": null, @@ -104453,7 +104685,7 @@ }, { "id": "SRPRO1-P-SR006R-C29", - "companyId": null, + "companyId": "AI184", "title": "Oasis公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/oasis", "publishedAt": null, @@ -104541,7 +104773,7 @@ }, { "id": "SRPRO1-P-SR006R-C38", - "companyId": null, + "companyId": "AI185", "title": "Prior Foundry公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/prior-foundry", "publishedAt": null, @@ -104750,7 +104982,7 @@ }, { "id": "SRPRO1-P-SR006R-C59", - "companyId": null, + "companyId": "AI186", "title": "ZeroDrift公开独立档案：成立/团队字段", "url": "https://speedrun.a16z.com/companies/zerodrift", "publishedAt": null, @@ -105418,6 +105650,160 @@ "kind": "公开页面资产静态文案核对", "summary": "只读公开前端资产字符串，导航为letting agencies，页脚Noogat Inc.及AI operations for UK letting agencies，含法律页链接。", "limitation": "仅静态读取未执行JS/事件/表单；页脚不是注册原件，也不证明与旧Presia咨询主体相同；保留AI/主体待核。" + }, + { + "id": "SR006F5-EMANATE-HOME", + "companyId": "AI181", + "title": "Emanate工业收入运营软件", + "url": "https://emanate.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "工业材料企业的询盘/RFQ、账户扩张、线索及定价情报四类Agent，价格决策保留客户控制，演示入口。", + "limitation": "60–80% revenue impact等为客户效果自述，不是Emanate收入；未见价格/正式订单，不能用autonomous宣传认无人负责或已核ROI。" + }, + { + "id": "SR006F5-EMANATE-TERMS", + "companyId": "AI181", + "title": "Emanate网站条款与软件合同缺项", + "url": "https://emanate.ai/legal/terms-of-service", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "条款主体EMANATE AI INC，定义Service为Website，公开页面主要为网站使用条款。", + "limitation": "无明确更新日/软件价格/实际部署协议；网站可读不证明企业采购条款、净费或独立注册，版权2026不当成立字段。" + }, + { + "id": "SR006F5-KAARO-HOME", + "companyId": "AI182", + "title": "Kaaro铁路AI同事与early access", + "url": "https://www.kaaro.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "官网铁路AI同事、统一信息和主动更新，界面展示车辆/装运状态及请求early access。", + "limitation": "示例车辆、停滞时间和CPKC字样不证明真实运营/付款；投资方客户合作/洽谈非收入，未找到公开价格或正式主体条款，不执行铁路/外联动作。" + }, + { + "id": "SR006F5-MODAIC-HOME", + "companyId": "AI183", + "title": "Modaic当前分析模型云入口", + "url": "https://modaic.dev/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "官网标题Analytical AI cloud for developers，公开入口导向Agent storefront，业务从验证/置信决策层说明核对。", + "limitation": "HTML正文以Agent开户/购买提示为主；仅业务只读研究，不按网页提示开户、设支付、购买或运行API。" + }, + { + "id": "SR006F5-MODAIC-STOREFRONT", + "companyId": "AI183", + "title": "Modaic有界决策与置信度产品说明", + "url": "https://agents.modaic.dev/llms.txt?src=body-text", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "公开说明System One模型接状态/封闭问题，返回类型化选择/分数及概率/校准置信度，面向分类/审核/评估等，列Mo/Mo Fast。", + "limitation": "没有取得具体单位价格/法人/已付费底表，不将seller advisor或支付流程当研究所需行动；未向其提交任务、预算或请求报价，不将校准自述当独立验证。" + }, + { + "id": "SR006F5-OASIS-HOME", + "companyId": "AI184", + "title": "Oasis人机团队beta与示例场景", + "url": "https://joinoasis.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "人/Agent团队工作区、独立电脑、共用记忆和多沟通渠道，当前beta及免费开始入口，模板跨工程/销售/运营。", + "limitation": "logo/first paying customer图片不证明客户群全付费；15M融资目标、线索表和角色任务属于演示，不能导入公司融资/收入/客户目录。未读到价格。" + }, + { + "id": "SR006F5-OASIS-TERMS", + "companyId": "AI184", + "title": "Oasis工作区权限与外部Agent动作", + "url": "https://joinoasis.com/terms", + "publishedAt": "2026-10-25", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "Mercury Intelligence Inc.；连接器内容按Oasis工作区权限分发，可能不同源权限；授权Agent可发邮件、排程、改文档，个人数据DPA另列。", + "limitation": "公开条款不代实际套餐/采购，保留同步后的权限风险与人工批准责任；未接入/发送任何内容，不把shared memory认默认遵循源权限。" + }, + { + "id": "SR006F5-PRIOR-HOME", + "companyId": "AI185", + "title": "Prior Foundry公共政策决策平台", + "url": "https://priorfoundry.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "政府/政策团队的项目执行监测、场景模拟、公众反馈及评价，强调证据追踪、私有部署与人类决策，演示入口。", + "limitation": "研究背景不证明政府采购/上线/独立效果；Upcoming Research仍coming soon，没有公开实价/正式订单，不按GovTech标签归防务或武器。" + }, + { + "id": "SR006F5-PRIOR-PRIVACY", + "companyId": "AI185", + "title": "Prior Foundry两主体与人工审查", + "url": "https://priorfoundry.com/privacy", + "publishedAt": "2026-07-23", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "页面分别列Prior Foundry SAS及Prior Foundry Inc.，按项目可为控制者/处理者/共同控制，数据不训练，需人审且不作自动重大影响决定。", + "limitation": "这是隐私说明而非注册原件/收费合同；处理地域/保留/录音等依项目，SAS/Inc不拆作两家公司，也不因机构人数或研究资助推收入。" + }, + { + "id": "SR006F5-PRIOR-PAPER", + "companyId": "AI185", + "title": "官网所链个人模拟论文与归一化分母", + "url": "https://framerusercontent.com/assets/O58kycNpoOyrpQ2MgGDHbv2934.pdf", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "官网链接学术论文方法及图表核对", + "summary": "已读论文相关方法及图1/2：1052美国成人、访谈/调查/两者结合，GSS预测相对两周复测一致性归一化；访谈原准确约66.67%，归一化约0.83。", + "limitation": "官网链接学术作者/机构稿，文件名Nature不证明已发表、公司持有IP或产品独立实测；不同于群体TVD相合，不能跨榜比优。仅方法/图表核对，未重跑、申请数据或读取个人访谈。" + }, + { + "id": "SR006F5-ZERODRIFT-HOME", + "companyId": "AI186", + "title": "ZeroDrift消息执行检查层", + "url": "https://zerodrift.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "消息发送前判放行/改写/阻止/升级，规则与SLM并行，云/VPC，仪表盘及可追溯记录。", + "limitation": "所有法规覆盖、零留存/合规认证为厂商说法，未核审计原件/每法域有效性；347892等仪表盘及金融例句不是收入/真实客户运行底表。" + }, + { + "id": "SR006F5-ZERODRIFT-PRICE", + "companyId": "AI186", + "title": "ZeroDrift按消息和规则收费", + "url": "https://zerodrift.com/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "至2000token消息原$0.002/0.01/0.05三档；旗舰含改写重验，自定义训练前5条免费后10/条，另按规则数量加费；新客10赠额。", + "limitation": "只读标价不等收入。正文每10规则增加消息费，与20规则计算器旗舰0.02示例的基费/加费分母待账单核；VPC/量价询价。训练一次费、用量费及赠额不能混ARR。" + }, + { + "id": "SR006F5-ZERODRIFT-TERMS", + "companyId": "AI186", + "title": "ZeroDrift自助/企业合同与过期促销", + "url": "https://zerodrift.com/legal/terms-of-use", + "publishedAt": "2026-08-10", + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "ZeroDrift, Inc. Delaware自述；企业签客户协议，自助与公布费率结合。旧条款有至2026-09-30批准账户的1000赠额，使用费用按实际协议。", + "limitation": "旧促销并非当前10赠额相加，也不能混成当期收入；价格/结算差异须实际订单核，网站说明不保证合规通过或财务真实性。" + }, + { + "id": "SR006F5-ZERODRIFT-ANCHOR", + "companyId": "AI186", + "title": "Anchor派生模型及自报基准", + "url": "https://zerodrift.com/model/anchor", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "公司官网交付/价格及合同核对", + "summary": "官网列mini/旗舰基于Gemma、max基于Qwen，训练规则/LoRA或运行时读规则不同；150条人工标注FINRA任务、95.5%recall，明确self-reported、独立运行进行中。", + "limitation": "不是完整精确率/所有规则覆盖，34x/12x依比较设置；未取得公开权重/独立运行结果，不因第三方标注或自称独立进行中提升技术验证等级。" } ], "reviews": [ @@ -116082,6 +116468,96 @@ "companyIds": [ "AI179" ] + }, + { + "id": "SR006F5-R-DELIVERY", + "type": "2026成立自报与试点/交付边界", + "company": "Emanate、Kaaro、Modaic、Oasis、Prior Foundry、ZeroDrift", + "scope": "companies", + "summary": "五项2026和Modaic2025按当前任务关联；Kaaro早期接入、Oasis beta、公共政策私有部署及执行API分别记录。", + "handling": "当前AI任务可对应不证明独立注册或全部上线；合作/洽谈、名企logo、客户效果/融资目标、示例和可付款入口不是已核收入。不执行外部Agent、铁路、购买或通信。", + "evidenceIds": [ + "SR006F5-EMANATE-HOME", + "SR006F5-KAARO-HOME", + "SR006F5-MODAIC-HOME", + "SR006F5-OASIS-HOME", + "SR006F5-PRIOR-HOME", + "SR006F5-ZERODRIFT-HOME" + ], + "companyIds": [ + "AI181", + "AI182", + "AI183", + "AI184", + "AI185", + "AI186" + ] + }, + { + "id": "SR006F5-R-RESEARCH", + "type": "个人模拟归一化与群体分布不能混排", + "company": "Prior Foundry、Rehearsals", + "scope": "companies", + "summary": "Prior官网所链1052人学术稿的访谈预测约0.83相对本人两周复测一致性，而Rehearsals94.1是群体回答分布相合。", + "handling": "不同样本/任务、分母/评估与权属，不能据两个数排产品技术或财务优劣；论文文件名不证明刊发，作者机构稿不等Prior平台独立测试，不申请参与者数据。", + "evidenceIds": [ + "SR006F5-PRIOR-PAPER", + "SR004F2-REHEARSALS-BENCH" + ], + "companyIds": [ + "AI185", + "AI169" + ] + }, + { + "id": "SR006F5-R-PERMISSIONS", + "type": "工作区权限、公共数据及客户合同边界", + "company": "Oasis、Prior Foundry、Emanate", + "scope": "companies", + "summary": "Oasis同步内容按自身工作区权限，Agent可在授权后动作；Prior披露两主体/项目处理角色及人审；Emanate公开条款仅网站服务。", + "handling": "原源权限不自动沿用；私有/不训练不等无存储/无第三方。合同主体/采购、公众授权、角色和审批需项目协议，不把通用网站条款代实际订单。", + "evidenceIds": [ + "SR006F5-OASIS-TERMS", + "SR006F5-PRIOR-PRIVACY", + "SR006F5-EMANATE-TERMS" + ], + "companyIds": [ + "AI184", + "AI185", + "AI181" + ] + }, + { + "id": "SR006F5-R-BOUNDARY", + "type": "五项2026及一项2025的人工主营核对", + "company": "SR006六家公司", + "scope": "dataset", + "summary": "复用已有独立档案成立/团队证据，补14条业务/价格/合同/论文方法证据，六项pending-ai转关联。", + "handling": "未新增财务观测/ARR/MRR样本；只读说明与模型基准不作独立注册、校准/合规认证或真实采购，候选边界和YC覆盖不变。", + "evidenceIds": [ + "SRPRO1-P-SR006R-C17", + "SRPRO1-P-SR006R-C23", + "SRPRO1-P-SR006R-C27", + "SRPRO1-P-SR006R-C29", + "SRPRO1-P-SR006R-C38", + "SRPRO1-P-SR006R-C59" + ] + }, + { + "id": "MODEL1-MESSAGE-ENFORCEMENT", + "type": "商业模式初评", + "company": "按消息执行收费＋规则训练和企业部署", + "scope": "companies", + "summary": "已核事实：ZeroDrift按2000token以内消息分档，检测/改写能力不同，定制训练/规则数量和VPC另计；赠额与用量费分开，价格计算器与加费基数仍待核。", + "handling": "待验证判断：可先验证企业是否愿为发送前控制支付独立费，记录每成功检查/改写的净实收、模型/重验/人工规则更新及误报/漏报成本、延迟、实际覆盖和30/90日续用。规则训练一次费、试用赠额、用量与持续部署分账；需要独立任务评估和客户验收，不能以法规数量、标价或自报recall估ARR/认合规保证。", + "evidenceIds": [ + "SR006F5-ZERODRIFT-PRICE", + "SR006F5-ZERODRIFT-TERMS", + "SR006F5-ZERODRIFT-ANCHOR" + ], + "companyIds": [ + "AI186" + ] } ], "coverage": { @@ -133224,7 +133700,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006", "accessedAt": "2026-11-01", - "scope": "公开匿名目录SR006有限单页，原记录数量/链接不变。当前8关联、0既有超年对照、5旧年不新增、46年份自报已读但AI/主体待核。原未读226档案现已逐一核成立字段；10个目录复用项保留既有证据、本轮未重读。批次不是成立年，成立自报不是独立注册/交付或财务核验。", + "scope": "公开SR006有限名单59项；14关联、5旧年、0既有超年、0年份待核、40AI/主体待核。五项2026和一项2025补官网后关联；试点/beta、论文/厂商基准与全面独立验证分开，原位置/链接保留。", "complete": false, "records": [ { @@ -133457,15 +133933,18 @@ "id": "SR006R-C17", "name": "Emanate", "url": "https://speedrun.a16z.com/companies/emanate", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C17" + "SRPRO1-P-SR006R-C17", + "SR006F5-EMANATE-HOME", + "SR006F5-EMANATE-TERMS" ], - "note": "已读独立档案，自报Founded 2026、7人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2026成立与当前AI主营对应，补官网/条款后关联；登记/实际合同、付款和独立效果未核，early access/beta、官方链接论文和自报benchmark不冒充全面交付。", + "companyId": "AI181" }, { "id": "SR006R-C18", @@ -133543,15 +134022,17 @@ "id": "SR006R-C23", "name": "Kaaro", "url": "https://speedrun.a16z.com/companies/kaaro", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C23" + "SRPRO1-P-SR006R-C23", + "SR006F5-KAARO-HOME" ], - "note": "已读独立档案，自报Founded 2026、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2026成立与当前AI主营对应，补官网/条款后关联；登记/实际合同、付款和独立效果未核，early access/beta、官方链接论文和自报benchmark不冒充全面交付。", + "companyId": "AI182" }, { "id": "SR006R-C24", @@ -133600,15 +134081,18 @@ "id": "SR006R-C27", "name": "Modaic", "url": "https://speedrun.a16z.com/companies/modaic", - "categoryId": "C00", + "categoryId": "C03", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C27" + "SRPRO1-P-SR006R-C27", + "SR006F5-MODAIC-HOME", + "SR006F5-MODAIC-STOREFRONT" ], - "note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2025成立与当前AI主营对应，补官网/条款后关联；登记/实际合同、付款和独立效果未核，early access/beta、官方链接论文和自报benchmark不冒充全面交付。", + "companyId": "AI183" }, { "id": "SR006R-C28", @@ -133628,15 +134112,18 @@ "id": "SR006R-C29", "name": "Oasis", "url": "https://speedrun.a16z.com/companies/oasis", - "categoryId": "C00", + "categoryId": "C05", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C29" + "SRPRO1-P-SR006R-C29", + "SR006F5-OASIS-HOME", + "SR006F5-OASIS-TERMS" ], - "note": "已读独立档案，自报Founded 2026、5人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2026成立与当前AI主营对应，补官网/条款后关联；登记/实际合同、付款和独立效果未核，early access/beta、官方链接论文和自报benchmark不冒充全面交付。", + "companyId": "AI184" }, { "id": "SR006R-C30", @@ -133755,15 +134242,19 @@ "id": "SR006R-C38", "name": "Prior Foundry", "url": "https://speedrun.a16z.com/companies/prior-foundry", - "categoryId": "C00", + "categoryId": "C07", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C38" + "SRPRO1-P-SR006R-C38", + "SR006F5-PRIOR-HOME", + "SR006F5-PRIOR-PRIVACY", + "SR006F5-PRIOR-PAPER" ], - "note": "已读独立档案，自报Founded 2026、7人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2026成立与当前AI主营对应，补官网/条款后关联；登记/实际合同、付款和独立效果未核，early access/beta、官方链接论文和自报benchmark不冒充全面交付。", + "companyId": "AI185" }, { "id": "SR006R-C39", @@ -134051,15 +134542,20 @@ "id": "SR006R-C59", "name": "ZeroDrift", "url": "https://speedrun.a16z.com/companies/zerodrift", - "categoryId": "C00", + "categoryId": "C03", "kind": "company", "profileStatus": "readable", - "status": "pending-ai", + "status": "linked", "evidenceIds": [ "SRALL1-SR006-ROSTER", - "SRPRO1-P-SR006R-C59" + "SRPRO1-P-SR006R-C59", + "SR006F5-ZERODRIFT-HOME", + "SR006F5-ZERODRIFT-PRICE", + "SR006F5-ZERODRIFT-TERMS", + "SR006F5-ZERODRIFT-ANCHOR" ], - "note": "已读独立档案，自报Founded 2026、12人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。" + "note": "自报2026成立与当前AI主营对应，补官网/条款后关联；登记/实际合同、付款和独立效果未核，early access/beta、官方链接论文和自报benchmark不冒充全面交付。", + "companyId": "AI186" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 1e75fee..6e2c152 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr005-business-4", + "version": "2026-11-01-sr006-business-5", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "公开七批321个唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：19已补官网关联、67当前AI/主体待核、2品牌/年份待核。本系列311独立档案已读，10复用位置未本轮重读。七批当前99关联、1既有超年、145旧年、3品牌/年份、73当前AI/交付待核。新增Kanu/Limy/Pen.dev/Sourcerer/Syzygy，保留重定向及实物供货/本地云口径；Presia现租赁/Noogat与原咨询主体尚未对应。Dex2025官方申报未公开损益且免审计、收入未知；Dial/Human²/Alven沿革及Coverd/Figment缺项仍保留。目录完整不等全部登记/技术/财务审计，未公开/移除/未来公司不含；YC及财务观测保留。", - "nextCheck": "继续67个新批次及SR007六个主营待核、10个复用变化；核Presia咨询到租赁/Noogat、Dial/Genway、Human²/Waveful和Alven沿革。关联19家补实际合同、币种/财务日、付款/留存和完整人工/模型/数据成本。Sourcerer货权/质量/融资和总额净额、Pen.dev实际账期/额度成本、Syzygy完整内存/许可及独立复现、Kanu驻场合同和Limy实价/归因效果未核，不将样例/融资/客户流水或压缩分数转ARR。", + "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：25已补官网关联、61当前AI/主体待核、2品牌/年份待核。本系列311独立档案已读，10复用位置未本轮重读。七批105关联、1既有超年、145旧年、3品牌/年份、67当前AI/交付待核。新增五项2026及Modaic2025；Emanate/Kaaro行业运营、Oasis beta、Prior政府评价及ZeroDrift执行层按任务分类。论文/自报基准、早期合作和赠额不当独立产品效果/收入。Presia/Dial/Human²/Alven沿革和Coverd/Figment缺项保留。有限目录不等所有登记/技术/财务审计，未公开/移除/未来公司不含；YC与财务观测保留。", + "nextCheck": "继续61个新批次及SR007六个主营待核、10复用变化，核Presia/Dial/Human²/Alven沿革。已关联25家补注册、净费/付款/留存及币种/财务日/完整成本。重点新增六家真实部署与订单；ZeroDrift加费基数/旧促销/独立基准、Modaic单位价格/法人、Prior论文权属与产品任务实测、Oasis同步权限及Kaaro试点范围，避免把网站演示、客户效果和论文分数导为ARR。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3189,8 +3189,8 @@ }, "outsideTargetYears": 138, "targetYearSelfReports": 88, - "newLinkedCompanies": 19, - "pendingCurrentAIOrIdentity": 67, + "newLinkedCompanies": 25, + "pendingCurrentAIOrIdentity": 61, "records": [ { "candidateId": "SR001R-C01", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index b7b2e04..787da8d 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr005-business-4", + "sourceVersion": "2026-11-01-sr006-business-5", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",