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24 Commits

Author SHA1 Message Date
codex-bot a4c9349fce Keep retired document pages readable outside the catalog 2026-11-05 22:27:12 +08:00
Zayden-Jung 4c4471c2bd Merge pull request '优先展示 Endorphin,撤下重复的 Endor 导航' (#52) from codex/endorphin-catalog into main
Verify and deploy Tabularium / verify-and-deploy (push) Failing after 10m31s
Reviewed-on: #52
2026-11-05 14:15:15 +00:00
codex-bot 53aef1eb64 Prioritize Endorphin and retire Endor from the catalog 2026-11-05 22:13:19 +08:00
Zayden-Jung 18af3802c6 Merge pull request 'Verify canonical document source URLs without redirects' (#50) from codex/verify-canonical-doc-routes into main
Verify and deploy Tabularium / verify-and-deploy (push) Successful in 13m16s
Reviewed-on: #50
2026-11-04 13:54:18 +00:00
codex-bot 4e9ff80828 Verify canonical document source URLs without redirects 2026-11-04 21:46:13 +08:00
Zayden-Jung 0e1f99639f Merge pull request 'Upload document images through the API' (#49) from codex/document-image-api into main
Verify and deploy Tabularium / verify-and-deploy (push) Failing after 19m23s
Reviewed-on: #49
2026-11-04 13:23:36 +00:00
codex-bot f8a5551215 Store document image uploads in SQLite 2026-11-04 17:04:20 +08:00
Zayden-Jung 45edbeae1f Merge pull request '收尾 AI 公司公开来源核对,补入遗漏批次并明确收入与身份缺项' (#47) from codex/ai-research-closeout into main
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Reviewed-on: #47
2026-10-31 19:46:21 +00:00
codex-bot a9af14ac63 Close finite source review with explicit unresolved identity and income gaps 2026-11-01 03:42:47 +08:00
codex-bot c1f4366379 Classify consumer learning and health products with preorder and revenue-scope exclusions 2026-11-01 03:32:56 +08:00
Zayden-Jung c0d6b4a8e1 Merge pull request '分类九家 AI 公司,区分金融工作流、机器人、评估与模型训练的交付和计费' (#46) from codex/ai-research-finance into main
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Reviewed-on: #46
2026-10-31 19:30:40 +00:00
codex-bot db70ef32da Classify robotics and evaluation infrastructure with historical-test and future-pricing limits 2026-11-01 03:24:07 +08:00
codex-bot 55b8fea7a8 Classify financial workflow AI and preserve payment-volume and current-product gaps 2026-11-01 03:18:23 +08:00
Zayden-Jung 701ef632ff Merge pull request '核对 Speedrun 七批与226档案,分类四十家公司并分离签约及非软件收入' (#45) from codex/ai-research-sr-rosters into main
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Reviewed-on: #45
2026-10-31 19:13:52 +00:00
codex-bot b6e44625b6 Classify enterprise memory and industry workflows while excluding contracted revenue from ARR 2026-11-01 03:12:52 +08:00
codex-bot c22739d4f8 Classify legal and eldercare AI delivery with separate cost and revenue boundaries 2026-11-01 03:06:02 +08:00
codex-bot 46bff91af9 Classify three SR006 businesses and preserve rebrand and revenue ambiguities 2026-11-01 02:55:28 +08:00
codex-bot fe6b3b5951 Classify six SR006 AI businesses and separate research scores from product validation 2026-11-01 02:47:53 +08:00
codex-bot e0806362f0 Classify five SR005 businesses and distinguish physical supply from SaaS 2026-11-01 02:41:25 +08:00
codex-bot bef80fba4d Classify six SR005 AI businesses and inspect Dex official accounts 2026-11-01 02:35:01 +08:00
codex-bot 9c32f77722 Classify two SR004 businesses and preserve unresolved brand founding dates 2026-11-01 02:28:52 +08:00
codex-bot d631be2617 Audit 226 Speedrun profiles and classify six current AI businesses 2026-11-01 02:16:52 +08:00
codex-bot 51d6364ddd Register all seven public Speedrun cohorts with verifiable boundaries 2026-11-01 01:55:27 +08:00
Zayden-Jung 17e9306c97 Merge pull request '完成 SR007 名单逐项档案读取,补充二十一家公司并区分历史收入归属' (#44) from codex/ai-research-sr007-more into main
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Reviewed-on: #44
2026-10-31 17:48:52 +00:00
17 changed files with 15089 additions and 55 deletions
+12
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@@ -179,6 +179,18 @@ python3 scripts/documents-client.py save "$api_work_dir/document.json"
客户端只自动重试一次临时网络或 `502/503/504` 错误,保持正文和请求 ID 不变;`409` 等业务错误不会自动覆盖。它不跟随 HTTP 重定向,避免将 Bearer 凭据转发到其他地址。正文和 Key 继续保存在数据库或私有文件中,不因使用 API 而进入 Git。
### 上传正文图片
使用前述 HTTPS 或 SSH 隧道配置以及 `read-write` 文档 API Key:
```sh
python3 scripts/documents-client.py upload-image ./diagram.png
```
客户端向 `POST /api/documents/images` 发送原始图片字节,`Content-Type` 为 `image/png`、`image/jpeg` 或 `image/webp`。服务端接受最大 8 MiB、2500 万像素的静态图,转换为最大 2000 × 4000 像素、2 MiB 的 WebP,并按处理后内容去重。
把响应中的 `url` 放入 Markdown,例如 `![渲染流程图](/api/documents/images/<id>)`,然后通过章节 API 保存正文。登录读者和文档 API Key 均可读取图片。图片存入现有持久化 SQLite,同步纳入整库备份。仅导出正文的 `docs export` 保留图片引用,迁移时需使用包含图片的整库备份。
## 研究数据与检查
研究工作台提供公司筛选、经营指标、原始证据、收费与交付模式、技术材料及核查记录。它区分公司披露、支付平台指标、第三方估算、融资和客户收益;未知收入不填零,材料可访问也不代表性能或商业效果已经验证。研究范围、样本限制和个案结论以工作台记录为准。
+2 -2
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@@ -20,7 +20,8 @@
"react": "19.3.1",
"react-dom": "19.3.1",
"react-markdown": "10.1.0",
"remark-gfm": "4.0.1"
"remark-gfm": "4.0.1",
"sharp": "0.35.5"
},
"devDependencies": {
"@tailwindcss/postcss": "4.3.3",
@@ -33,7 +34,6 @@
"eslint": "^9.39.5",
"eslint-config-next": "16.4.3",
"postcss": "8.5.31",
"sharp": "0.35.5",
"tailwindcss": "4.3.3",
"typescript": "~5.9.3"
}
+22 -7
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@@ -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, 1253);
assert.equal(research.companies.length, 1312);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4894);
assert.equal(research.observations.length, 491);
assert.equal(research.evidence.length, 5354);
assert.equal(research.observations.length, 495);
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);
@@ -200,11 +200,15 @@ async function main() {
for (const doc of searchIndex as { slug: string; sourceSlug: string }[]) {
assert.ok(!doc.slug.split("/").some((part) => /^\d+-/.test(part)), doc.slug);
const legacy = await request(`/docs/${doc.sourceSlug}?from=legacy`, { headers });
assert.equal(legacy.status, 308, doc.sourceSlug);
const destination = new URL(legacy.headers.get("location")!, base);
assert.equal(destination.pathname, `/docs/${doc.slug}`);
assert.equal(destination.searchParams.get("from"), "legacy");
assert.ok(legacy.headers.get("cache-control")?.includes("no-store"));
if (doc.sourceSlug === doc.slug) {
assert.equal(legacy.status, 200, doc.sourceSlug);
} else {
assert.equal(legacy.status, 308, doc.sourceSlug);
const destination = new URL(legacy.headers.get("location")!, base);
assert.equal(destination.pathname, `/docs/${doc.slug}`);
assert.equal(destination.searchParams.get("from"), "legacy");
}
}
const routes = ["/", ...searchIndex.map((doc: { slug: string }) => `/docs/${doc.slug}`)];
const raw = await request("/api/documents/source?slug=endor/endor-purpose-draft", { headers });
@@ -254,6 +258,17 @@ async function main() {
for (const id of ids) assert.ok(html.includes(`href="#${id}"`), `TOC anchor: ${route}#${id}`);
}
}
assert.ok(!home.includes('data-category="Endor"'), "Superseded Endor collection is absent from navigation");
if (searchIndex.some((doc: { collection: string }) => doc.collection === "Endorphin")) {
assert.equal([...home.matchAll(/data-category="([^"]+)"/g)][0]?.[1], "Endorphin", "Endorphin is the first category");
assert.ok(home.includes('/docs/endorphin/value-proposition'), "Endorphin opens at its value proposition");
}
// Retired documents remain reachable for historical links and gallery checks.
if (!purpose) {
const archived = await request("/docs/endor/endor-purpose-draft", { headers });
assert.equal(archived.status, 200);
purpose = await archived.text();
}
assert.ok(home.includes("资料库"));
assert.ok(home.includes("/docs/source-studies/pretext/overview"));
// Inline preview and zoom dialog must both use the compressed browser asset.
+11 -2
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@@ -1,5 +1,11 @@
import type { DocLink } from "@/lib/docs";
// Keep superseded Endor pages addressable without offering them as current material.
export function catalogDocuments<T extends DocLink>(docs: T[]): T[] {
return docs.filter((doc) => doc.collection !== "Endor 文档")
.sort((a, b) => Number(b.collection === "Endorphin") - Number(a.collection === "Endorphin"));
}
export function collectionLabel(name: string) {
return name.replace(/ 文档$| 源码教程$|问题集$/g, "");
}
@@ -15,10 +21,13 @@ export function collectionIcon(name?: string): "book" | "code" | "layers" | "nod
if (name?.includes("垃圾回收")) return "nodes";
return "book";
}
export function collectionEntries(docs: DocLink[]) {
export function collectionEntries(documents: DocLink[]) {
const docs = catalogDocuments(documents);
return [...new Set(docs.map((doc) => doc.collection))].map((name) => {
const items = docs.filter((doc) => doc.collection === name);
const entry = items.find((doc) => doc.slug.endsWith("/overview")) ?? items[0];
const entry = items.find((doc) => doc.slug.endsWith("/overview"))
?? (name === "Endorphin" ? items.find((doc) => doc.featured) : undefined)
?? items[0];
return { name, entry, count: items.length };
});
}
+2 -1
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@@ -1,4 +1,5 @@
import { randomUUID, createHash } from "node:crypto";
import { catalogDocuments } from "./collections";
import { openSiteDatabase } from "./site-database";
import { DocumentValidationError, DocumentConflictError } from "./document-errors";
import { sectionSchema, loadSections, reconcileSections, persistSections, splitSections, outline,
@@ -188,7 +189,7 @@ export async function readDoc(slug: string): Promise<Doc> {
}
export async function listDocs(): Promise<DocLink[]> {
return allDocuments().map(({ content: _, ...doc }) => { void _; return doc; });
return catalogDocuments(allDocuments()).map(({ content: _, ...doc }) => { void _; return doc; });
}
// Explicit, atomic bootstrap only. Runtime reads never import repository data.
+39
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@@ -0,0 +1,39 @@
import { createHash } from "node:crypto";
import { openSiteDatabase } from "./site-database";
function openImages() {
const db = openSiteDatabase();
try {
db.exec(`CREATE TABLE IF NOT EXISTS document_images (
id TEXT PRIMARY KEY,
bytes BLOB NOT NULL
)`);
return db;
} catch (error) {
db.close();
throw error;
}
}
export function saveDocumentImage(bytes: Buffer) {
const id = createHash("sha256").update(bytes).digest("hex");
const db = openImages();
try {
db.prepare("INSERT INTO document_images (id, bytes) VALUES (?, ?) ON CONFLICT(id) DO NOTHING").run(id, bytes);
return id;
} finally {
db.close();
}
}
export function readDocumentImage(id: string) {
const db = openImages();
try {
const row = db.prepare("SELECT bytes FROM document_images WHERE id = ?").get(id) as
| { bytes: Uint8Array }
| undefined;
return row ? Buffer.from(row.bytes) : undefined;
} finally {
db.close();
}
}
@@ -0,0 +1,24 @@
import type { NextApiRequest, NextApiResponse } from "next";
import { documentApiError } from "@/lib/documents-api";
import { readDocumentImage } from "@/lib/document-images";
// The site proxy accepts a logged-in reader or a document API key on this route.
export default function handler(request: NextApiRequest, response: NextApiResponse) {
try {
response.setHeader("Cache-Control", "private, no-store");
response.setHeader("X-Content-Type-Options", "nosniff");
if (request.method !== "GET" && request.method !== "HEAD") {
response.setHeader("Allow", "GET, HEAD");
return response.status(405).end();
}
const id = request.query.id;
if (typeof id !== "string" || !/^[a-f0-9]{64}$/.test(id)) return response.status(404).end();
const bytes = readDocumentImage(id);
if (!bytes) return response.status(404).end();
response.setHeader("Content-Type", "image/webp");
response.setHeader("Content-Length", bytes.length);
return request.method === "HEAD" ? response.status(200).end() : response.status(200).send(bytes);
} catch (error) {
return documentApiError(response, error);
}
}
@@ -0,0 +1,64 @@
import type { NextApiRequest, NextApiResponse } from "next";
import sharp from "sharp";
import { authorizeDocuments, documentApiError } from "@/lib/documents-api";
import { saveDocumentImage } from "@/lib/document-images";
const maxUploadBytes = 8 * 1024 * 1024;
const maxStoredBytes = 2 * 1024 * 1024;
const imageTypes = new Set(["image/png", "image/jpeg", "image/webp"]);
const imageFormats = new Set(["png", "jpeg", "webp"]);
export const config = { api: { bodyParser: false } };
export default async function handler(request: NextApiRequest, response: NextApiResponse) {
try {
if (request.method !== "POST") {
response.setHeader("Allow", "POST");
return response.status(405).end();
}
if (!authorizeDocuments(request, response, true)) return;
const type = request.headers["content-type"]?.split(";")[0].trim().toLowerCase();
if (!type || !imageTypes.has(type)) {
return response.status(415).json({ error: "请上传 PNG、JPEG 或 WebP 图片" });
}
if (Number(request.headers["content-length"]) > maxUploadBytes) {
return response.status(413).json({ error: "图片上传上限为 8 MiB" });
}
const chunks: Buffer[] = [];
let length = 0;
for await (const chunk of request.iterator({ destroyOnReturn: false })) {
const bytes = Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk);
length += bytes.length;
if (length > maxUploadBytes) {
return response.status(413).json({ error: "图片上传上限为 8 MiB" });
}
chunks.push(bytes);
}
let encoded: Buffer;
try {
const input = sharp(Buffer.concat(chunks), { limitInputPixels: 25_000_000 });
const { format, pages } = await input.metadata();
if (!format || !imageFormats.has(format) || type !== `image/${format}` || (pages ?? 1) > 1) {
return response.status(415).json({ error: "图片格式需与声明一致,且只支持静态图片" });
}
encoded = await input.rotate()
.resize({ width: 2000, height: 4000, fit: "inside", withoutEnlargement: true })
.webp({ quality: 85 })
.toBuffer();
} catch {
return response.status(400).json({ error: "无法解码图片,或像素数量超过限制" });
}
if (encoded.length > maxStoredBytes) {
return response.status(413).json({ error: "处理后的图片超过 2 MiB,请缩小后重试" });
}
const id = saveDocumentImage(encoded);
const url = `/api/documents/images/${id}`;
return response.status(200).json({ id, url, contentType: "image/webp", size: encoded.length });
} catch (error) {
return documentApiError(response, error);
}
}
+2 -1
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@@ -1,4 +1,5 @@
import type { NextApiRequest, NextApiResponse } from "next";
import { catalogDocuments } from "@/lib/collections";
import { allDocuments } from "@/lib/docs";
// The proxy authenticates this endpoint, including index content.
@@ -9,7 +10,7 @@ export default async function handler(request: NextApiRequest, response: NextApi
return response.status(405).end();
}
try {
const index = allDocuments().map(({ content, ...doc }) => ({ ...doc, searchText: content }));
const index = catalogDocuments(allDocuments()).map(({ content, ...doc }) => ({ ...doc, searchText: content }));
return response.status(200).json(index);
} catch {
return response.status(503).json({ error: "文档数据库暂时不可用" });
+9 -4
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@@ -23,6 +23,10 @@ import { collectionEntries, collectionLabel } from "@/lib/collections";
import { Icon } from "@/components/Icon";
import { headingsFor } from "@/lib/navigation";
function isZoomableFigure(source: string) {
return source.startsWith("/figures/endor-") || /^\/api\/documents\/images\/[a-f0-9]{64}$/.test(source);
}
type Props = { doc: Doc; docs: DocLink[] };
const AICompanyResearch = dynamic(() => import("@/components/AICompanyResearch"));
export const getServerSideProps: GetServerSideProps<Props> = async ({ params, res, resolvedUrl }) => {
@@ -54,7 +58,8 @@ export default function DocPage({
const [active, setActive] = useState("");
const siblings = docs.filter((d) => d.collection === doc.collection);
const collectionEntry = collectionEntries(docs).find((c) => c.name === doc.collection)!.entry;
// Historical pages remain readable even when their collection is outside the catalog.
const collectionEntry = collectionEntries(docs).find((c) => c.name === doc.collection)?.entry ?? doc;
const index = siblings.findIndex((d) => d.slug === doc.slug);
useEffect(() => {
const observer = new IntersectionObserver(
@@ -120,14 +125,14 @@ export default function DocPage({
const slides = node?.children.flatMap((child) =>
child.type === "element" && child.tagName === "img" &&
typeof child.properties.src === "string" &&
child.properties.src.startsWith("/figures/endor-")
isZoomableFigure(child.properties.src)
? [{ source: child.properties.src, alt: String(child.properties.alt ?? "") }]
: [],
) ?? [];
const onlyImages = node?.children.every((child) =>
(child.type === "element" && child.tagName === "img" &&
typeof child.properties.src === "string" &&
child.properties.src.startsWith("/figures/endor-")) ||
isZoomableFigure(child.properties.src)) ||
(child.type === "text" && child.value.trim() === ""),
);
if (slides.length > 1 && onlyImages) return <FigureGallery slides={slides} />;
@@ -141,7 +146,7 @@ export default function DocPage({
);
},
img: ({ src, alt }) =>
typeof src === "string" && src.startsWith("/figures/endor-") ? (
typeof src === "string" && isZoomableFigure(src) ? (
<ArchitectureFigure source={src} alt={alt ?? "Endor 架构图"} />
) : (
// eslint-disable-next-line @next/next/no-img-element
+224 -13
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@@ -92,7 +92,8 @@ test("ARR ledger preserves historical estimates without promoting targets, run r
const ids = new Set(rows.map((row) => row.observation.id));
for (const id of ["O064", "O065", "O066", "O069", "O070", "O071", "O046"])
assert.ok(ids.has(id), `${id}: historical claims, estimates and unknown currencies remain visible`);
for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE"])
for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE",
"SRLEARN1-O-CLAIR-D2C", "SRLEARN1-O-CLAIR-B2B"])
assert.ok(!ids.has(id), `${id}: excluded or ambiguous records cannot enter the ARR ledger`);
assert.equal(rows.find((row) => row.observation.id === "O066")?.observation.selection, "historical-estimate");
assert.equal(rows.find((row) => row.observation.id === "O046")?.observation.unit, "原文$,币种待核");
@@ -123,11 +124,11 @@ 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, 1253);
assert.equal(initial.evidence.length, 4894);
assert.equal(initial.observations.length, 491);
assert.equal(initial.companies.length, 1312);
assert.equal(initial.evidence.length, 5354);
assert.equal(initial.observations.length, 495);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 7);
assert.equal(businessReviews.length, 26);
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");
@@ -169,9 +170,9 @@ 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, 248);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 147);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 299);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 159);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 65);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []);
@@ -190,11 +191,11 @@ 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), 1253);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1312);
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), 1169);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1228);
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"));
@@ -229,8 +230,8 @@ 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, 244);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 303);
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");
assert.match(snapshot.companies.find((c) => c.id === "AI051")!.technicalReview!.testScope!, /Sep 2026/);
@@ -630,6 +631,216 @@ test("the public SR007 roster preserves unique entries and Alven's older operato
"a current category change must retain the unresolved historical product attribution");
});
test("public Speedrun cohort rosters preserve the finite boundary without inventing founding years", () => {
const snapshot = seed as ResearchSnapshot;
const rosters = snapshot.candidateBatches!.filter((batch) => /^SR00[1-7]-public-roster-2026-1$/.test(batch.id));
assert.equal(rosters.length, 7);
for (const [index, count] of [25, 25, 32, 42, 59, 59, 79].entries()) {
const batch = rosters.find((item) => item.id.startsWith(`SR${String(index + 1).padStart(3, "0")}-`))!;
assert.equal(batch.records.length, count);
assert.equal(batch.complete, false, "a complete directory page is not completed company-level research");
}
const rows = rosters.flatMap((batch) => batch.records);
assert.equal(rows.length, 321);
assert.equal(new Set(rows.map((row) => row.url)).size, 321);
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, 5);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 68);
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, 24,
"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) =>
row.profileStatus === "readable" && row.evidenceIds?.some((id) => (id.startsWith("SRALL1-P-") || id.startsWith("SRPRO1-P-")))),
"old founding years require independent profile evidence, not cohort age");
const variants = newlyRegistered.filter((row) => row.name === "Variant");
assert.equal(variants.length, 2);
assert.equal(new Set(variants.map((row) => row.url)).size, 2, "same-name profiles must not be merged by name");
assert.equal(variants.filter((row) => row.companyId === "AI066").length, 1);
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SRALL1-")),
"roster discovery and outside-cohort claims do not create financial observations");
const profiles = snapshot.evidence.filter((row) => row.id.startsWith("SRPRO1-P-"));
assert.equal(profiles.length, 226);
for (const proof of profiles) {
const candidate = newlyRegistered.find((row) => row.id === proof.id.slice("SRPRO1-P-".length))!;
assert.equal(candidate.url, proof.url);
assert.ok(candidate.evidenceIds?.includes(proof.id));
}
for (const id of ["AI162", "AI163", "AI164", "AI165", "AI166", "AI167"]) {
const company = snapshot.companies.find((row) => row.id === id)!;
assert.equal(company.year, 2025);
assert.equal(company.revenueStatus, "unknown");
assert.equal(company.technicalReview!.level, "description");
}
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SRPRO1-")),
"future GPU capacity, free trials, customer savings and unread financial claims are not realized revenue");
});
test("Speedrun brand dates and survey benchmark scores do not create new-company revenue", () => {
const snapshot = seed as ResearchSnapshot;
const rows = snapshot.candidateBatches!.flatMap((batch) => batch.records);
for (const id of ["SR004R-C11", "SR004R-C20"]) {
const row = rows.find((item) => item.id === id)!;
assert.equal(row.status, "pending-year", "a known brand year must retain unresolved underlying entity dates");
assert.equal(row.companyId, undefined);
assert.ok(row.evidenceIds!.some((proof) => proof.startsWith("SR004F2-")));
}
for (const id of ["SR004R-C08", "SR004R-C15"]) {
assert.equal(rows.find((item) => item.id === id)!.status, "pending-ai");
}
for (const [id, category] of [["AI168", "C06"], ["AI169", "C05"]]) {
const company = snapshot.companies.find((item) => item.id === id)!;
assert.equal(company.cat, category);
assert.equal(company.revenueStatus, "unknown");
assert.equal(company.technicalReview!.level, "description");
}
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR004F2-")),
"brand-deal opportunities, listed fees and survey agreement are not financial observations");
const model = snapshot.reviews.find((row) => row.id === "MODEL1-SIMULATION-PANEL")!;
assert.deepEqual(reviewCompanyIds(snapshot, model), ["AI169"]);
assert.ok(model.evidenceIds.includes("SR004F2-REHEARSALS-PRICE"));
});
test("recruiting service adoption and official balance sheets do not become ARR", () => {
const snapshot = seed as ResearchSnapshot;
for (const id of ["AI170", "AI171", "AI172", "AI173", "AI174", "AI175"]) {
const company = snapshot.companies.find((row) => row.id === id)!;
assert.equal(company.year, 2025);
assert.equal(company.revenueStatus, "unknown");
assert.equal(company.technicalReview!.level, "description");
}
const accounts = snapshot.evidence.find((row) => row.id === "SR005F3-DEX-ACCOUNTS")!;
assert.equal(accounts.companyId, "AI171");
assert.equal(new URL(accounts.url).hostname, "find-and-update.company-information.service.gov.uk");
assert.equal(accounts.publishedAt, "2026-09-08", "filing date is preserved without becoming a revenue measurement date");
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR005F3-")),
"balance-sheet cash, client quotes, salaries and recruiting outcomes do not disclose revenue");
const model = snapshot.reviews.find((row) => row.id === "MODEL1-RECRUITING-SERVICE")!;
assert.deepEqual(reviewCompanyIds(snapshot, model), ["AI175", "AI171"]);
assert.ok(model.evidenceIds.includes("SR005F3-JOOBA-TERMS"));
});
test("current products preserve unresolved identity and separate trading from software revenue", () => {
const snapshot = seed as ResearchSnapshot;
const presia = snapshot.candidateBatches!.flatMap((batch) => batch.records)
.find((row) => row.id === "SR005R-C44")!;
assert.equal(presia.status, "pending-ai");
assert.equal(presia.companyId, undefined, "a reused domain does not resolve a changed business entity");
assert.ok(presia.evidenceIds!.includes("SR005F4-PRESIA-ASSET"));
for (const id of ["AI176", "AI177", "AI178", "AI179", "AI180"]) {
const company = snapshot.companies.find((row) => row.id === id)!;
assert.equal(company.revenueStatus, "unknown");
}
const syzygy = snapshot.companies.find((row) => row.id === "AI180")!;
assert.equal(syzygy.technicalReview!.level, "public-artifact");
assert.ok(syzygy.technicalReview!.evidenceIds.includes("SR005F4-SYZYGY-FILES"));
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR005F4-")),
"landed prices, customer savings, model scores and listed subscriptions are not reported ARR");
const supply = snapshot.reviews.find((row) => row.id === "MODEL1-PHYSICAL-SUPPLY")!;
assert.deepEqual(reviewCompanyIds(snapshot, supply), ["AI179"]);
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("rebrands and ambiguous monthly receipts stay outside comparable ARR", () => {
const snapshot = seed as ResearchSnapshot;
const rows = snapshot.candidateBatches!.flatMap((batch) => batch.records);
for (const id of ["SR006R-C37", "SR006R-C54"]) {
const row = rows.find((item) => item.id === id)!;
assert.equal(row.status, "pending-year");
assert.equal(row.companyId, undefined, "brand dates must not overwrite existing legal-entity dates");
}
const idilio = rows.find((item) => item.id === "SR006R-C22")!;
assert.equal(idilio.status, "pending-ai");
assert.ok(idilio.evidenceIds!.includes("SR006F6-IDILIO-SR"));
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SR006F6-")),
"pipeline, retained client revenue, illustrative tax values and undated monthly receipts are not comparable ARR");
for (const id of ["AI187", "AI188", "AI189"]) {
assert.equal(snapshot.companies.find((row) => row.id === id)!.revenueStatus, "unknown");
}
const tax = snapshot.reviews.find((row) => row.id === "MODEL1-TAX-PREP")!;
assert.deepEqual(reviewCompanyIds(snapshot, tax), ["AI188"]);
assert.ok(tax.evidenceIds.includes("SR006F6-GROVE-PRICE"));
});
test("care and legal delivery preserve financial exclusions and linked cost reviews", () => {
const snapshot = seed as ResearchSnapshot;
for (const id of ["AI190", "AI191", "AI192", "AI193", "AI194", "AI195"]) {
const company = snapshot.companies.find((row) => row.id === id)!;
assert.equal(company.revenueStatus, "unknown");
assert.equal(company.technicalReview!.level, "description");
const candidate = snapshot.candidateBatches!.flatMap((batch) => batch.records)
.find((row) => row.companyId === id)!;
assert.equal(candidate.status, "linked");
assert.equal(candidate.categoryId, company.cat);
assert.ok(company.evidenceIds.every((proof) => snapshot.evidence.some((row) => row.id === proof && row.companyId === id)));
}
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SRCARE1-")),
"undefined annual run rate, customer savings, list prices and usage are not comparable ARR");
const hardware = snapshot.reviews.find((row) => row.id === "MODEL1-HARDWARE-LIFETIME")!;
assert.deepEqual(reviewCompanyIds(snapshot, hardware), ["AI195"]);
const clinical = snapshot.reviews.find((row) => row.id === "MODEL1-CARE-OPERATIONS")!;
assert.deepEqual(reviewCompanyIds(snapshot, clinical), ["AI191", "AI194"]);
});
test("enterprise contracts and launch-year conflicts retain their exclusions", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
const accelerator = snapshot.candidateBatches!.flatMap((batch) => batch.records)
.find((row) => row.id === "SR006R-C01")!;
assert.equal(accelerator.status, "pending-year");
assert.equal(accelerator.companyId, undefined);
assert.ok(accelerator.evidenceIds!.includes("SRENTER1-ACCELER8-DEALROOM"));
for (const [id, value, bound] of [["HEAVI", 100000, "="], ["VERRA", 700000, "≈"]] as const) {
const contract = snapshot.observations.find((row) => row.id === `SRENTER1-O-${id}-CONTRACT`)!;
assert.equal(contract.value, value);
assert.equal(contract.bound, bound);
assert.equal(contract.selection, "excluded");
assert.equal(contract.observedAt, undefined);
assert.equal(contract.comparisonGroup, null);
assert.equal(snapshot.companies.find((row) => row.id === contract.company)!.revenueStatus, "unknown");
contract.metric = "arr";
assert.ok(!arrDisclosures(snapshot).some((row) => row.observation.id === contract.id),
"even a wrongly added ARR label must not promote an excluded contract");
assert.ok(!platformIncomeSample(snapshot, { windowDays: 90 }).points
.some((row) => row.observation.id === contract.id));
}
});
test("financial candidates need current AI evidence before they acquire company and income links", () => {
const snapshot = seed as ResearchSnapshot;
const candidates = snapshot.candidateBatches!.flatMap((batch) => batch.records);
for (const id of ["SR006R-C06", "SR006R-C16", "SR005R-C35", "SR006R-C08"]) {
const candidate = candidates.find((row) => row.id === id)!;
assert.equal(candidate.status, "pending-ai");
assert.equal(candidate.companyId, undefined);
assert.ok(candidate.evidenceIds!.some((proof) => proof.startsWith("SRFIN1-")));
}
const financial = snapshot.reviews.find((row) => row.id === "MODEL1-FINANCIAL-OPERATIONS")!;
assert.deepEqual(reviewCompanyIds(snapshot, financial), ["AI202", "AI203", "AI204"]);
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SRFIN1-")),
"bank size, FX processing, artist revenue, demo portfolios and benchmark scores are not vendor income");
});
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")!;
@@ -657,7 +868,7 @@ 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, 131);
assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 136);
});
test("product pivots and founder histories do not become new company years or current revenue", () => {
File diff suppressed because it is too large Load Diff
File diff suppressed because it is too large Load Diff
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr007-followup-10",
"sourceVersion": "2026-11-01-source-closeout-1",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",
+3 -3
View File
@@ -28,6 +28,9 @@ importers:
remark-gfm:
specifier: 4.0.1
version: 4.0.1(supports-color@7.2.0)
sharp:
specifier: 0.35.5
version: 0.35.5(@types/node@22.20.5)
devDependencies:
'@tailwindcss/postcss':
specifier: 4.3.3
@@ -59,9 +62,6 @@ importers:
postcss:
specifier: 8.5.31
version: 8.5.31
sharp:
specifier: 0.35.5
version: 0.35.5(@types/node@22.20.5)
tailwindcss:
specifier: 4.3.3
version: 4.3.3
+49 -1
View File
@@ -4,7 +4,7 @@ from collections import Counter
import json
from pathlib import Path
import sys
from urllib.parse import urlsplit
from urllib.parse import parse_qs, urlsplit
ROOT = Path(__file__).resolve().parents[1]
DATA = json.loads((ROOT / 'content/research/ai-companies.seed.json').read_text())
@@ -49,6 +49,54 @@ def source_register():
assert roster['defaultCohort'] == 'SR007' and roster['next'] is None
assert len(batch['records']) == roster['recordCount'] == roster['reportedCount']
assert len({row['url'] for row in batch['records']}) == roster['recordCount']
if source['id'] == 'S14' and source.get('publicRosterAudits'):
audits = source['publicRosterAudits']
assert {a['cohort'] for a in audits} == {f'SR{i:03d}' for i in range(1, 8)}
assert len(audits) == 7
profile_urls = []
for audit in audits:
batch = next(b for b in DATA['candidateBatches'] if b['id'] == audit['candidateBatchId'])
query = parse_qs(urlsplit(audit['url']).query)
assert urlsplit(audit['url']).netloc == 'speedrun.a16z.com'
assert query == {'limit': ['100'], 'offset': ['0'], 'cohort': [audit['cohort']]}
assert urlsplit(audit['url']).path == '/api/companies/companyparams'
assert audit['httpStatus'] == 200 and audit['accessedAt'] <= DATA['asOf']
assert audit['next'] is None and audit['previous'] is None
assert len(batch['records']) == audit['recordCount'] == audit['reportedCount']
assert audit['uniquePublicIds'] == audit['uniqueSlugs'] == audit['recordCount']
assert len(audit['responseSha256']) == 64 and all(c in '0123456789abcdef' for c in audit['responseSha256'])
assert batch['sourceId'] == 'S14' and not batch['complete']
proof = next(e for e in DATA['evidence'] if e['id'] == audit['evidenceId'])
assert proof['url'] == audit['url'] and proof['companyId'] is None
profile_urls.extend(row['url'] for row in batch['records'])
assert len(profile_urls) == len(set(profile_urls)), 'duplicate profiles across public cohorts'
if source['id'] == 'S14' and source.get('profileAudit'):
audit = source['profileAudit']
entries = audit['records']
candidates = {row['id']: row for b in DATA['candidateBatches'] for row in b['records']}
evidence_by_id = {row['id']: row for row in DATA['evidence']}
assert len(entries) == audit['recordCount'] == audit['readable']
assert audit['failed'] == 0 and len({e['candidateId'] for e in entries}) == len(entries)
years = Counter(str(e['foundedYear']) for e in entries)
assert dict(years) == audit['yearCounts']
for entry in entries:
row = candidates[entry['candidateId']]
proof = evidence_by_id[entry['evidenceId']]
assert row['profileStatus'] == 'readable' and proof['url'] == row['url']
assert entry['evidenceId'] in row['evidenceIds']
assert isinstance(entry['foundedYear'], int) and 1800 <= entry['foundedYear'] <= int(DATA['asOf'][:4])
assert isinstance(entry['teamSize'], int) and entry['teamSize'] >= 0
assert len(entry['htmlSha256']) == 64 and all(c in '0123456789abcdef' for c in entry['htmlSha256'])
if entry['foundedYear'] not in [2025, 2026]:
assert row['status'] == 'outside-cohort' and not row.get('companyId')
assert sum(e['foundedYear'] not in [2025, 2026] for e in entries) == audit['outsideTargetYears']
assert sum(e['foundedYear'] in [2025, 2026] for e in entries) == audit['targetYearSelfReports']
assert sum(candidates[e['candidateId']]['status'] == 'linked' for e in entries) == audit['newLinkedCompanies']
assert sum(candidates[e['candidateId']]['status'] == 'pending-ai' for e in entries) == audit['pendingCurrentAIOrIdentity']
assert sum(candidates[e['candidateId']]['status'] == 'pending-year' for e in entries) == audit['pendingFoundingIdentity']
assert audit['targetYearSelfReports'] == (
audit['newLinkedCompanies'] + audit['pendingCurrentAIOrIdentity'] + audit['pendingFoundingIdentity']
), 'self-reported years must retain unresolved brand/entity dates'
if source['url']:
assert urlsplit(source['url']).scheme in {'http', 'https'} and urlsplit(source['url']).netloc
for host in source['hosts']:
+19 -5
View File
@@ -45,14 +45,15 @@ def read_token(filename):
return value
def request(base, token, method, path, payload=None, request_id=None):
data = None if payload is None else json.dumps(payload, ensure_ascii=False).encode()
def request(base, token, method, path, payload=None, request_id=None, *, image_type=None):
data = payload if image_type else (None if payload is None else json.dumps(payload, ensure_ascii=False).encode())
if data is not None and len(data) > 8 * 1024 * 1024:
raise ValueError('Request exceeds 8 MiB; split into smaller atomic batches')
headers = {'Authorization': 'Bearer ' + token, 'Accept': 'application/json'}
if data is not None:
headers['Content-Type'] = 'application/json'
headers['Idempotency-Key'] = request_id
headers['Content-Type'] = image_type or 'application/json'
if request_id is not None:
headers['Idempotency-Key'] = request_id
opener = urllib.request.build_opener(NoRedirect())
for attempt in range(2):
req = urllib.request.Request(base + path, data=data, method=method, headers=headers)
@@ -127,6 +128,8 @@ def main():
editing.add_argument('slug')
editing.add_argument('file')
editing.add_argument('--request-id')
upload = sub.add_parser('upload-image', help='Upload a static image and print its Markdown URL')
upload.add_argument('file')
saving = sub.add_parser('save')
saving.add_argument('file', help='Private JSON file or - for stdin; one document or {documents: [...]}')
saving.add_argument('--request-id', help='Reuse this id only with the same input when retrying')
@@ -136,7 +139,18 @@ def main():
try:
base = server_url(args.url)
token = read_token(args.key_file)
if args.command == 'list':
if args.command == 'upload-image':
image = Path(args.file)
image_types = {'.png': 'image/png', '.jpg': 'image/jpeg', '.jpeg': 'image/jpeg', '.webp': 'image/webp'}
image_type = image_types.get(image.suffix.lower())
if not image_type:
raise ValueError('Use a PNG, JPEG or WebP image')
with image.open('rb') as source:
data = source.read(8 * 1024 * 1024 + 1)
if len(data) > 8 * 1024 * 1024:
raise ValueError('Image exceeds 8 MiB')
result = request(base, token, 'POST', '/api/documents/images', data, image_type=image_type)
elif args.command == 'list':
result = request(base, token, 'GET', '/api/documents?' + urllib.parse.urlencode(
{'limit': args.limit, 'offset': args.offset}))
elif args.command == 'get':