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补核6项成立冲突并拆分旧年份与缺年候选

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Codex Bot
2026-10-31 04:48:47 +08:00
parent 652b0fd539
commit feb4de220d
6 changed files with 537 additions and 8 deletions
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apps/docs/scripts/auth-cli.ts
+1 -1
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@@ -184,7 +184,7 @@ async function main() {
const research = await researchResponse.json();
assert.equal(research.companies.length, 1154);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 3274);
assert.equal(research.evidence.length, 3303);
assert.equal(research.observations.length, 453);
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 });
apps/docs/tests/research.test.ts
+27 -2
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@@ -24,7 +24,7 @@ test("research revisions share the authentication database and preserve replay l
assert.equal(consumeCode(config, "invalid"), "limited");
const initial = readResearchSnapshot();
assert.equal(initial.companies.length, 1154);
assert.equal(initial.evidence.length, 3274);
assert.equal(initial.evidence.length, 3303);
assert.equal(initial.observations.length, 453);
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");
@@ -406,7 +406,7 @@ test("unreconciled directory financials remain source reviews instead of income
assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
assert.equal(reviewCompanyIds(snapshot, review).length, 0);
assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 18);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 24);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
@@ -748,6 +748,31 @@ test("the final uncertain cohort separates delivery-start rentals, reservations
assert.ok(!platformIncomeSample(snapshot, { windowDays: null }).points.some((p) => p.observation.id.startsWith("UNCLEAR8-")));
});
test("founding conflicts preserve old product history without creating new companies or revenue", () => {
const snapshot = seed as ResearchSnapshot;
const batch = snapshot.candidateBatches!.find((b) => b.id === "YC-DATE-CONFLICT-1")!;
const original = coverageAudit.records.filter((r) => r.status === "date-conflict");
assert.equal(batch.complete, false);
assert.equal(batch.records.length, 6);
assert.deepEqual(batch.records.map((r) => r.url), original.map((r) => r.source));
assert.equal(new Set(batch.records.map((r) => r.url)).size, original.length);
for (const row of batch.records) {
assert.equal(row.status, "pending-year");
assert.equal(row.companyId, undefined);
const evidence = snapshot.evidence.filter((e) => row.evidenceIds!.includes(e.id));
assert.equal(evidence.length, row.evidenceIds!.length);
assert.ok(evidence.every((e) => e.companyId === null));
assert.ok(evidence.some((e) => e.publishedAt?.startsWith("2025-")), "old product launch remains explicit");
assert.ok(!snapshot.companies.some((c) => c.evidenceIds.some((eid) => row.evidenceIds!.includes(eid))));
}
assert.match(batch.records.find((r) => r.name === "Layers")!.note, /未确认当前AI核心/);
assert.ok(!snapshot.observations.some((o) => o.evidence.startsWith("YEARCONFLICT1-")));
const excluded = coverageAudit.records.filter((r) => r.status === "year-outside-or-missing");
assert.equal(excluded.filter((r) => r.foundedYear === null).length, 54);
assert.equal(excluded.filter((r) => r.foundedYear !== null).length, 214);
assert.ok(excluded.filter((r) => r.foundedYear !== null).every((r) => ![2025, 2026].includes(r.foundedYear!)));
});
test("Chinese discovery entries preserve unread articles and use separate primary evidence", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
const batch = snapshot.candidateBatches!.find((b) => b.id === "JQ-2026-targeted-1")!;
content/research/ai-companies.seed.json
+480 -1
View File
@@ -1,5 +1,5 @@
{
"version": "2026-10-31-ai-unclear-8",
"version": "2026-10-31-founding-conflicts-1",
"asOf": "2026-10-31",
"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": [
@@ -78957,6 +78957,325 @@
"kind": "公司自述官方资料复核",
"summary": "原第169—192项：10新增、1复用EveryApp、13继续AI主营待核；八批192项全池逐条有后续记录。",
"limitation": "110项关联公司、82项继续AI主营待核；已读不是全部确认AI，也非所有来源/财务/技术研究完成，1428原发现审计不回写。"
},
{
"id": "YEARCONFLICT1-26144-YC",
"companyId": null,
"title": "MSPilot：现行YC成立年与旧批次",
"url": "https://www.ycombinator.com/companies/mspilot",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "现行目录列2026成立、Fall 2025，团队自报3；Turn AI adoption into a recurring revenue line.",
"limitation": "批次不等成立年；同页旧产品/创始人经历不自动认定同法人；团队数字未独立确认。"
},
{
"id": "YEARCONFLICT1-26144-LAUNCH1",
"companyId": null,
"title": "OpenBuilder编码产品发布",
"url": "https://www.ycombinator.com/launches/Ong-openbuilder-open-source-alternative-to-lovable",
"publishedAt": "2025-11-09",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "AI应用构建、VSCode体验及付费人工开发协助；开源完整发布在原文仍是coming soon。",
"limitation": "旧EasyCode 1.5M开发者安装为前产品经历；发布与现MSPilot法人连续、收入及成立年待核。"
},
{
"id": "YEARCONFLICT1-30226-YC",
"companyId": null,
"title": "Elip AI：现行YC成立年与旧批次",
"url": "https://www.ycombinator.com/companies/elip-ai",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "现行目录列2026成立、Winter 2025，团队自报4；Cooking something sweet and salty! ",
"limitation": "批次不等成立年；同页旧产品/创始人经历不自动认定同法人；团队数字未独立确认。"
},
{
"id": "YEARCONFLICT1-30226-LAUNCH1",
"companyId": null,
"title": "Tejas银行风险决策发布",
"url": "https://www.ycombinator.com/launches/MxA-tejas-ai-ai-powered-risk-decisioning-for-bfsi",
"publishedAt": "2025-03-04",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "银行规则/策略仿真与决策引擎，并非现Elip求职产品。",
"limitation": "Tartan旧事业8倍增长与30品牌非Elip收入/当前付费，发布不证明现法人成立。"
},
{
"id": "YEARCONFLICT1-30671-YC",
"companyId": null,
"title": "Panoptive：现行YC成立年与旧批次",
"url": "https://www.ycombinator.com/companies/panoptive",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "现行目录列2026成立、Summer 2025，团队自报2；Agent systems for clinical development work",
"limitation": "批次不等成立年；同页旧产品/创始人经历不自动认定同法人；团队数字未独立确认。"
},
{
"id": "YEARCONFLICT1-30671-LAUNCH1",
"companyId": null,
"title": "AgentHub测试环境发布",
"url": "https://www.ycombinator.com/launches/O6a-agenthub-the-staging-environment-for-your-ai-agents",
"publishedAt": "2025-08-02",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "AI Agent staging、轨迹和LLM/人工/规则评分；当前Panoptive转向临床运营。",
"limitation": "2025产品存在可核，但名称映射不单独证明现公司法人或精确成立年；功能/效果自述未实测。"
},
{
"id": "YEARCONFLICT1-30975-YC",
"companyId": null,
"title": "MadeThis：现行YC成立年与旧批次",
"url": "https://www.ycombinator.com/companies/madethis",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "现行目录列2026成立、Fall 2025，团队自报3；The autonomous business platform",
"limitation": "批次不等成立年；同页旧产品/创始人经历不自动认定同法人；团队数字未独立确认。"
},
{
"id": "YEARCONFLICT1-30975-LAUNCH1",
"companyId": null,
"title": "MadeThis业务平台发布",
"url": "https://www.ycombinator.com/launches/SBs-madethis-the-platform-for-self-driving-businesses",
"publishedAt": "2026-07-30",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "2026-07-30称100天启动2万业务及平台上产生销售金额。",
"limitation": "业务/销售为客户采用及平台经手口径，未说明平台净收费；不能当自身ARR或证明新法人2026成立。"
},
{
"id": "YEARCONFLICT1-30975-LAUNCH2",
"companyId": null,
"title": "Castari运行时2026发布",
"url": "https://www.ycombinator.com/launches/PTN-castari-the-runtime-for-agents-that-need-a-computer",
"publishedAt": "2026-02-17",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "Agent沙盒计算、运行编排及工具环境公开beta。",
"limitation": "旧消费者产品用户及RunPod收入不迁当前公司，2026新版发布不消除2025沿革。"
},
{
"id": "YEARCONFLICT1-30975-LAUNCH3",
"companyId": null,
"title": "Castari运行时2025发布",
"url": "https://www.ycombinator.com/launches/OrV-castari-vercel-for-ai-agents",
"publishedAt": "2025-11-17",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "2025-11-17以Claude Agent SDK为主的安全沙盒托管及有限试点，其他框架尚为计划。",
"limitation": "旧RunPod收入/消费者产品2M采用不作Castari收入；公开仓库链接未在本批读取或运行，不升级公开技术证据。"
},
{
"id": "YEARCONFLICT1-30983-YC",
"companyId": null,
"title": "Layers：现行YC成立年与旧批次",
"url": "https://www.ycombinator.com/companies/layers",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "现行目录列2026成立、Fall 2025，团队自报2；Improve your appearance by measuring, understanding, and tracking…",
"limitation": "批次不等成立年；同页旧产品/创始人经历不自动认定同法人；团队数字未独立确认。"
},
{
"id": "YEARCONFLICT1-30983-LAUNCH1",
"companyId": null,
"title": "Telemetron硬件支持发布",
"url": "https://www.ycombinator.com/launches/OlP-telemetron-the-support-platform-that-understands-hardware",
"publishedAt": "2025-11-05",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "AI支持Agent联动硬件遥测、退换/保修与服务工作流。",
"limitation": "2025硬件支持产品不能证明现健康服务AI核心或现法人年份；创始人Starlink旧业绩不迁移。"
},
{
"id": "YEARCONFLICT1-30999-YC",
"companyId": null,
"title": "Antigen：现行YC成立年与旧批次",
"url": "https://www.ycombinator.com/companies/antigen",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "现行目录列2026成立、Fall 2025，团队自报5；Continuous offensive security for the enterprise.",
"limitation": "批次不等成立年；同页旧产品/创始人经历不自动认定同法人；团队数字未独立确认。"
},
{
"id": "YEARCONFLICT1-30999-LAUNCH1",
"companyId": null,
"title": "Zag PR审查产品发布",
"url": "https://www.ycombinator.com/launches/Ob1-zag-ai-review-agents-for-every-pr",
"publishedAt": "2025-10-10",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "AI审查Agent与Apple CI计算，并有工程师支持。",
"limitation": "0.015美元符号/分钟是旧计算报价；Google功能收入、集体漏洞奖励及创始人旧事业非Antigen收入/ARR。"
},
{
"id": "YEARCONFLICT1-26144-HOME",
"companyId": null,
"title": "MSPilot：现行业务",
"url": "https://www.mspilot.io/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "MSP跨租户Agent构建、治理及渠道转售，按客户端模型/标记加价。",
"limitation": "示例5500月销售/2500利润及500平台费是客户场景计算器，不是MSPilot真实账单/收入，未取合同或独立财务。"
},
{
"id": "YEARCONFLICT1-30226-HOME",
"companyId": null,
"title": "Elip AI：现行业务",
"url": "https://tryelip.ai/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "AI求职Agent与简历匹配，求职者免费，雇主招聘成功后付费。",
"limitation": "与旧银行Tejas产品任务不同；收费机制不是实际回款/ARR，地址不当注册日期。"
},
{
"id": "YEARCONFLICT1-30671-HOME",
"companyId": null,
"title": "Panoptive：现行业务",
"url": "https://panoptive.com/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "临床开发数据管理、运营监督及QA Agent，共享证据和人工审查。",
"limitation": "页面示例为合成数据，不当实际客户试验/独立临床验证；没有补足新旧主体及成立年。"
},
{
"id": "YEARCONFLICT1-30975-HOME",
"companyId": null,
"title": "MadeThis：现行业务",
"url": "https://www.madethis.com/about",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "自述由Castar Ventures, Inc.建设业务AI平台，连接创建、支付、营销及运营。",
"limitation": "当前运营者自述不等登记核验；旧Castari、现品牌和旧RunPod业绩不据同创始人合并收入或推成立年。"
},
{
"id": "YEARCONFLICT1-30983-HOME",
"companyId": null,
"title": "Layers：现行业务",
"url": "https://www.layers.bio/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "60分钟线下健康/外观测量，150+指标，年度/季度服务；旧金山开放，纽约/洛杉矶待开。",
"limitation": "当前AI核心仅用户评价不足以确认；测量/临床效果/实际会员付费未核，旧Telemetron业务单列。"
},
{
"id": "YEARCONFLICT1-30999-HOME",
"companyId": null,
"title": "Antigen：现行业务",
"url": "https://antigen.sh/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "AI持续安全测试/修复，报告均由研究员审阅，提供托管或客户环境部署。",
"limitation": "人工投入和软件收费待拆；Acme演示不是独立客户/效果，未运行测试，不把网站主张当技术验证。"
},
{
"id": "YEARCONFLICT1-26144-ABOUT",
"companyId": null,
"title": "MSPilot团队及前事业范围",
"url": "https://www.mspilot.io/about",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "现团队介绍将编码工具、Baseten及家族MSP经历并列。",
"limitation": "1.5M旧安装、前雇主13B估值、家族30年业务不是现公司成立/收入证据，早期设计伙伴不等当前付费。"
},
{
"id": "YEARCONFLICT1-30226-ABOUT",
"companyId": null,
"title": "Elip现运营者与收费机制",
"url": "https://tryelip.ai/about",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "自述产品属Freshview Innovations, Inc.，Delaware公司；雇主按录用付费。",
"limitation": "未给公司登记年/编号或与Tejas法律关系，不把Inc/地址或免费求职端当注册年/零营收。"
},
{
"id": "YEARCONFLICT1-30226-TERMS",
"companyId": null,
"title": "Elip条款日期与主体",
"url": "https://tryelip.ai/terms",
"publishedAt": "2026-09-28",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "条款2026-07-01生效、2026-09-28更新；运营者Freshview Innovations, Inc.。",
"limitation": "生效/更新不是公司注册日；当前求职服务与旧银行产品关系仍待核。"
},
{
"id": "YEARCONFLICT1-30671-COMPANY",
"companyId": null,
"title": "Panoptive当前公司与临床工作流",
"url": "https://panoptive.com/company",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "临床Agent流程、可检查证据和人工复核；页面列4个招聘角色。",
"limitation": "招聘4角色不是实际员工数或付款客户；页面没有确证注册年/AgentHub法律关系，未作临床效果判断。"
},
{
"id": "YEARCONFLICT1-30975-TERMS",
"companyId": null,
"title": "MadeThis运营者及客户资金边界",
"url": "https://www.madethis.com/terms",
"publishedAt": "2026-09-12",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "运营者Castar Ventures, Inc.；条款明确客户销售款及第三方广告资金不是平台订阅或用量费用。",
"limitation": "2026-09-12更新及SMS条款日期不是注册日；订阅/用量/加购、客户销售及广告预算分别核，法律沿革未证。"
},
{
"id": "YEARCONFLICT1-30975-PRICE",
"companyId": null,
"title": "MadeThis订阅与资源额度",
"url": "https://www.madethis.com/pricing",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "原文$49/$79/$199月费含5000/10000/30000月额度，企业方案5000/月起；另设模型成本日上限。",
"limitation": "报价不等实际MRR；月额度不滚存、top-up不失效，外部模型/人工/广告成本需拆，币种不从$推定。"
},
{
"id": "YEARCONFLICT1-30983-TERMS",
"companyId": null,
"title": "Layers服务条款日期与限制",
"url": "https://www.layers.bio/terms",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "条款标2026年7月更新，提供测量及解释；未列可验证注册日。",
"limitation": "条款日不作成立日，测量不等独立临床效果或AI实现，现主体与Telemetron关系待核。"
},
{
"id": "YEARCONFLICT1-30999-TERMS",
"companyId": null,
"title": "Antigen现运营者",
"url": "https://antigen.sh/terms",
"publishedAt": "2026-08-03",
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "2026-08-03条款称Claybird Inc. d/b/a Antigen。",
"limitation": "运营者名称非独立注册证据；条款更新不证明2026新创，Zag/旧SaaS/雇主收入不归现公司。"
},
{
"id": "YEARCONFLICT1-INDEX-POOL",
"companyId": null,
"title": "原成立年冲突6项补核",
"url": "https://www.ycombinator.com/companies",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司自述官方资料复核",
"summary": "6项当前2026成立/2025批次均有2025旧品牌发布；按现行业务初分类，全部保留成立年待核。",
"limitation": "未凭旧发布强改2025、未凭条款日期认定2026；法律连续/注册日、Layers现AI核心和全部财务仍有缺项。"
}
],
"reviews": [
@@ -85095,6 +85414,56 @@
"UNCLEAR7-INDEX"
],
"handling": "名单已读范围完整，但82缺项尚未解决；268年范围外/缺失、6成立冲突及其他来源边界仍继续，不能称全部研究完成，原1428/928发现计数不改。"
},
{
"id": "YEARCONFLICT1-R-DATES",
"type": "旧产品、品牌及运营主体不替代注册证据",
"company": "YC成立年冲突6项及原年份快照",
"scope": "dataset",
"summary": "MSPilot/OpenBuilder、Elip/Tejas、Panoptive/AgentHub、MadeThis/Castari、Layers/Telemetron、Antigen/Zag均保留2025旧发布与2026目录字段。",
"evidenceIds": [
"YEARCONFLICT1-INDEX-POOL",
"YEARCONFLICT1-26144-YC",
"YEARCONFLICT1-26144-LAUNCH1",
"YEARCONFLICT1-30226-YC",
"YEARCONFLICT1-30226-LAUNCH1",
"YEARCONFLICT1-30671-YC",
"YEARCONFLICT1-30671-LAUNCH1",
"YEARCONFLICT1-30975-YC",
"YEARCONFLICT1-30975-LAUNCH1",
"YEARCONFLICT1-30975-LAUNCH2",
"YEARCONFLICT1-30975-LAUNCH3",
"YEARCONFLICT1-30983-YC",
"YEARCONFLICT1-30983-LAUNCH1",
"YEARCONFLICT1-30999-YC",
"YEARCONFLICT1-30999-LAUNCH1"
],
"handling": "6项均pending-year无主公司ID；官网条款/运营者及创始人链不足以认定同法人或新设公司，不按批次/版权/条款日期改年。"
},
{
"id": "YEARCONFLICT1-R-REVENUE",
"type": "客户销售、情景计算器及前事业与平台收入分开",
"company": "YC成立年冲突6项及原年份快照",
"scope": "dataset",
"summary": "MSPilot客户利润模拟、MadeThis客户销售与广告资金、RunPod/Google等前雇主收入及旧事业MRR不当当前公司收入。",
"evidenceIds": [
"YEARCONFLICT1-26144-HOME",
"YEARCONFLICT1-30975-TERMS",
"YEARCONFLICT1-30975-PRICE",
"YEARCONFLICT1-30999-LAUNCH1"
],
"handling": "无新增观测或可比MRR；Elip按录用、Layers线下测量、Antigen研究员复核与软件订阅需拆，成立与主体未明前不补主公司数。"
},
{
"id": "YEARCONFLICT1-R-YEAR-COUNTS",
"type": "原年份范围外和缺失分开统计",
"company": "YC成立年冲突6项及原年份快照",
"scope": "dataset",
"summary": "原268项中214项目录列2022—2024（2022年4、2023年30、2024年180），54项无成立年份；另6项日期冲突均新增待核记录。",
"evidenceIds": [
"YEARCONFLICT1-INDEX-POOL"
],
"handling": "计数直接来自原发现快照，不是214家独立注册核验或本轮重新读完；54缺年、6冲突与82 AI待核分别推进，原快照/初筛不回写。"
}
],
"coverage": {
@@ -90562,6 +90931,116 @@
"note": "原ai-unclear，YC自报2026成立。可复用无人拦截航空器；自主识别/无人飞行未明确学习模型任务，官网仅航天防务简介。创始人军旅经历与成本宣传不当现产品独立性能、交付或收入。 AI主营继续待核，不强行入公司表，也非永久排除。"
}
]
},
{
"id": "YC-DATE-CONFLICT-1",
"sourceId": "S01",
"url": "https://www.ycombinator.com/companies",
"accessedAt": "2026-10-31",
"scope": "原1428条发现中6项成立年与批次冲突全池补核；6项都已有可回查旧产品发布及现官网，但注册/新旧主体连续未证，全部pending-year，不新增公司或收入。Layers当前AI核心另待核。",
"complete": false,
"records": [
{
"id": "YC-YEAR1-26144",
"name": "MSPilot",
"url": "https://www.ycombinator.com/companies/mspilot",
"categoryId": "C03",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "当前MSP多租户Agent部署/治理及转售平台，2025-11-09旧发布为OpenBuilder编码工具。YC列2026成立、Fall2025；旧EasyCode安装及创始团队经历不能补新主体成立或当前规模。官网利润计算器是MSP客户情景，非自身MRR；注册/品牌与主体沿革待核。",
"evidenceIds": [
"YEARCONFLICT1-26144-YC",
"YEARCONFLICT1-26144-LAUNCH1",
"YEARCONFLICT1-26144-HOME",
"YEARCONFLICT1-26144-ABOUT"
]
},
{
"id": "YC-YEAR1-30226",
"name": "Elip AI",
"url": "https://www.ycombinator.com/companies/elip-ai",
"categoryId": "C06",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "当前WhatsApp求职匹配Agent，求职者免费、雇主录用后付费；2025-03-04旧发布为Tejas银行风控。YC列2026成立、Winter2025；官网运营者Freshview Innovations, Inc.，条款生效/更新不是注册日，品牌与主体连续待核，不迁移Tartan旧增长或客户数。",
"evidenceIds": [
"YEARCONFLICT1-30226-YC",
"YEARCONFLICT1-30226-LAUNCH1",
"YEARCONFLICT1-30226-HOME",
"YEARCONFLICT1-30226-ABOUT",
"YEARCONFLICT1-30226-TERMS"
]
},
{
"id": "YC-YEAR1-30671",
"name": "Panoptive",
"url": "https://www.ycombinator.com/companies/panoptive",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "当前临床开发数据/运营/质量Agent及人工审查，2025-08-02旧发布为AgentHub通用Agent测试环境。YC列2026成立、Summer2025；同页面/创始人链只支持产品沿革线索，不能确认同法人或新成立年；官网示例为合成数据，招聘数不当实际团队。",
"evidenceIds": [
"YEARCONFLICT1-30671-YC",
"YEARCONFLICT1-30671-LAUNCH1",
"YEARCONFLICT1-30671-HOME",
"YEARCONFLICT1-30671-COMPANY"
]
},
{
"id": "YC-YEAR1-30975",
"name": "MadeThis",
"url": "https://www.ycombinator.com/companies/madethis",
"categoryId": "C05",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "当前自营业务AI团队/网站支付营销平台；2025-11-17及2026-02-17旧发布Castari Agent运行时。YC列2026成立、Fall2025，官网运营者Castar Ventures, Inc.；2026条款日期不作注册日。客户销售款、广告预算、平台收费及RunPod旧收入分开，法律连续待核。",
"evidenceIds": [
"YEARCONFLICT1-30975-YC",
"YEARCONFLICT1-30975-LAUNCH1",
"YEARCONFLICT1-30975-LAUNCH2",
"YEARCONFLICT1-30975-LAUNCH3",
"YEARCONFLICT1-30975-HOME",
"YEARCONFLICT1-30975-TERMS",
"YEARCONFLICT1-30975-PRICE"
]
},
{
"id": "YC-YEAR1-30983",
"name": "Layers",
"url": "https://www.ycombinator.com/companies/layers",
"categoryId": "C09",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "当前线下皮肤/头发/身体/代谢测量及年度/季度服务，2025-11-05旧发布Telemetron硬件AI支持。YC列2026成立、Fall2025；仅现行用户评价提及AI，未确认当前AI核心任务。新旧业务/主体、注册和收费履约均待核；测量项数及旧Starlink自动化不当当前收入。",
"evidenceIds": [
"YEARCONFLICT1-30983-YC",
"YEARCONFLICT1-30983-LAUNCH1",
"YEARCONFLICT1-30983-HOME",
"YEARCONFLICT1-30983-TERMS"
]
},
{
"id": "YC-YEAR1-30999",
"name": "Antigen",
"url": "https://www.ycombinator.com/companies/antigen",
"categoryId": "C04",
"kind": "company",
"profileStatus": "readable",
"status": "pending-year",
"note": "当前AI持续安全测试、补丁和研究员人工复核服务，2025-10-10旧发布Zag PR审查/Apple CI。YC列2026成立、Fall2025，现行条款运营者Claybird Inc. d/b/a Antigen；条款日期不证明注册。旧雇主收入、创始人旧SaaS MRR及漏洞奖励不迁当前收入；演示Acme不是实际客户证据。",
"evidenceIds": [
"YEARCONFLICT1-30999-YC",
"YEARCONFLICT1-30999-LAUNCH1",
"YEARCONFLICT1-30999-HOME",
"YEARCONFLICT1-30999-TERMS"
]
}
]
}
],
"directoryRechecks": [
content/research/ai-companies.sources.json
+2 -2
View File
@@ -1,5 +1,5 @@
{
"version": "2026-10-31-ai-unclear-8",
"version": "2026-10-31-founding-conflicts-1",
"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。",
@@ -16,7 +16,7 @@
"initialAccess": "官网目录可访问",
"boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。",
"limitation": "批次不等于成立年；不代表全部公司",
"nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。"
"nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。"
},
{
"id": "S02",
content/research/ai-income-analysis.json
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-10-31-ai-unclear-8",
"sourceVersion": "2026-10-31-founding-conflicts-1",
"asOf": "2026-10-31",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",
scripts/audit-ai-research.py
+26 -1
View File
@@ -146,6 +146,24 @@ def uncertain_ai_followups():
'读完名单只证明每项有可回查的处理记录，不证明待核项均为AI公司，也不证明法律主体、收入或技术效果已独立验证。原始发现审计保持不变，成立年范围外/缺失、成立冲突及其他来源的缺项仍单列。', '']
def founding_year_followups():
original = {row['source']: row for row in AUDIT['records'] if row['status'] == 'date-conflict'}
rows = [row for batch in DATA.get('candidateBatches', [])
if batch['id'].startswith('YC-DATE-CONFLICT-') for row in batch['records']]
urls = [row['url'] for row in rows]
assert len(set(urls)) == len(urls), 'Duplicate founding-conflict follow-up URL'
assert set(urls) <= set(original), 'Unknown founding-conflict follow-up URL'
evidence = {row['id']: row for row in DATA['evidence']}
for row in rows:
assert row['status'] == 'pending-year' and not row.get('companyId')
assert row.get('evidenceIds') and all(eid in evidence for eid in row['evidenceIds'])
assert all(evidence[eid]['companyId'] is None for eid in row['evidenceIds'])
unread = len(original) - len(rows)
return ['', '## 原成立年冲突名单的后续覆盖', '',
f"原名单{len(original)}项，已有后续记录{len(rows)}项，均保留成立年待核，{unread}项尚无本系列后续记录。当前业务初分类见候选表，不计入主公司表及收入统计。", '',
'2025旧品牌发布可证明当时已有产品材料；当前目录的2026字段、批次、条款日期和运营者名称不能单独证明法律主体成立或新旧主体连续。未据此强改成立年。Layers当前AI核心仍另待核。', '']
def directory_rechecks():
rows = DATA.get('directoryRechecks', [])
if not rows:
@@ -192,6 +210,11 @@ def render():
'year-outside-or-missing': cov['otherOrMissingYear'],
'ai-unclear': cov['unclearAI'], 'date-conflict': cov['dateConflicts']}
assert len({x['ycId'] for x in AUDIT['records']}) == len(AUDIT['records'])
excluded_years = Counter(x['foundedYear'] for x in AUDIT['records'] if x['status'] == 'year-outside-or-missing')
outside_years = {year: count for year, count in excluded_years.items() if year is not None}
assert all(year not in (2025, 2026) for year in outside_years)
assert sum(outside_years.values()) + excluded_years[None] == cov['otherOrMissingYear']
year_detail = '、'.join(f'{year}年{count}项' for year, count in sorted(outside_years.items()))
lines = ['# AI 公司资料覆盖与缺项', '',
f"截至 {DATA['asOf']}，研究表含{len(companies):,}条公司或产品记录。YC候选池有逐条读取审计；其他来源为定向补充。清单尚不能作为全球AI公司普查，也不能将收入未知解释为零。", '',
'验收范围已于2026-10-30确认为：以确认的公开来源清单为边界，逐条核对并标明缺项。下方区分已逐条审计的候选池与定向补充来源；已使用某来源不代表该来源已被完整覆盖。', '',
@@ -203,7 +226,8 @@ def render():
f"| 初筛匹配 | {cov['matchingProfiles']:,} | 成立年及AI相关描述通过初筛，尚非逐家商业验证 |",
f"| 与原表重合 | {cov['existingProfiles']} | URL匹配，未再次新增 |",
f"| 新增目录记录 | {cov['newProfiles']:,} | 原始入表来源，后续深化不改变发现计数 |",
f"| 年份不符或缺失 | {cov['otherOrMissingYear']} | 此轮不作为成立年匹配项 |",
f"| 原目录列为范围外年份 | {sum(outside_years.values())} | {year_detail}；原快照自述，不是独立登记核验 |",
f"| 原目录未给成立年 | {excluded_years[None]} | 与已列范围外年份分开，仍待补证 |",
f"| AI业务待确认 | {cov['unclearAI']} | 不强行把背景关键词当主营 |",
f"| 成立年与批次冲突 | {cov['dateConflicts']} | 另保留核查记录 |", '',
f"全表由{depth}条目录基础项和{len(companies)-depth}条个案或平台记录组成。候选池已匹配项之外另有{len(companies)-cov['matchingProfiles']}条记录，包含其他来源及发布/转型对照；其中已有{promoted}条原目录记录深化为个案，仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。", '',
@@ -243,6 +267,7 @@ def render():
others = [e for e in DATA['evidence'] if urlsplit(e['url']).netloc not in included]
lines.append(f"| 其他官网、评测及公开资料 | {len(others)} | {len({e['url'] for e in others})} | 按每条来源限制理解，不能统一当作独立证据 |")
lines += uncertain_ai_followups()
lines += founding_year_followups()
lines += directory_rechecks()
lines += source_register()
lines += context_methods()