Classify consumer learning and health products with preorder and revenue-scope exclusions

README.md

@@ -179,18 +179,6 @@ 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。

apps/docs/package.json

@@ -20,8 +20,7 @@
     "react": "19.3.1",
     "react-dom": "19.3.1",
     "react-markdown": "10.1.0",
-    "remark-gfm": "4.0.1",
-    "sharp": "0.35.5"
+    "remark-gfm": "4.0.1"
   },
   "devDependencies": {
     "@tailwindcss/postcss": "4.3.3",
@@ -34,6 +33,7 @@
     "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"
   }

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, 1312);
+  assert.equal(research.companies.length, 1307);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 5354);
+  assert.equal(research.evidence.length, 5331);
   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 });

apps/docs/src/lib/document-images.ts

@@ -1,39 +0,0 @@
-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();
-  }
-}

apps/docs/src/pages/api/documents/images/[id].ts

@@ -1,24 +0,0 @@
-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);
-  }
-}

apps/docs/src/pages/api/documents/images/index.ts

@@ -1,64 +0,0 @@
-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);
-  }
-}

apps/docs/src/pages/docs/[...slug].tsx

@@ -23,10 +23,6 @@ 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 }) => {
@@ -124,14 +120,14 @@ export default function DocPage({
                     const slides = node?.children.flatMap((child) =>
                       child.type === "element" && child.tagName === "img" &&
                       typeof child.properties.src === "string" &&
-                      isZoomableFigure(child.properties.src)
+                      child.properties.src.startsWith("/figures/endor-")
                         ? [{ 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" &&
-                        isZoomableFigure(child.properties.src)) ||
+                        child.properties.src.startsWith("/figures/endor-")) ||
                       (child.type === "text" && child.value.trim() === ""),
                     );
                     if (slides.length > 1 && onlyImages) return <FigureGallery slides={slides} />;
@@ -145,7 +141,7 @@ export default function DocPage({
                     );
                   },
                   img: ({ src, alt }) =>
-                    typeof src === "string" && isZoomableFigure(src) ? (
+                    typeof src === "string" && src.startsWith("/figures/endor-") ? (
                       <ArchitectureFigure source={src} alt={alt ?? "Endor 架构图"} />
                     ) : (
                       // eslint-disable-next-line @next/next/no-img-element

apps/docs/tests/research.test.ts

@@ -124,11 +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, 1312);
-    assert.equal(initial.evidence.length, 5354);
+    assert.equal(initial.companies.length, 1307);
+    assert.equal(initial.evidence.length, 5331);
     assert.equal(initial.observations.length, 495);
     const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
-    assert.equal(businessReviews.length, 26);
+    assert.equal(businessReviews.length, 25);
     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");
@@ -170,9 +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, 299);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 159);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 65);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 297);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 158);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 63);
   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")!), []);
@@ -191,11 +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), 1312);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1307);
   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), 1228);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1223);
   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"));
@@ -230,7 +230,7 @@ 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, 303);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 298);
   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");
@@ -646,10 +646,10 @@ 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, 5);
-  assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 68);
+  assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 63);
   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,
+  assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 29,
     "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) =>

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-11-01-source-closeout-1",
+  "version": "2026-11-01-sr-learning-health-1",
   "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": [
@@ -41985,186 +41985,6 @@
           "SRLEARN1-SUN-PRIVACY"
         ]
       }
-    },
-    {
-      "id": "AI216",
-      "name": "doublespeed",
-      "url": "https://doublespeed.ai",
-      "channel": "S14",
-      "cat": "C06",
-      "year": 2025,
-      "team": 11,
-      "location": "San Francisco, California, United States of America（投资方资料）",
-      "business": "AI社交内容和托管账号运营，含人工内容处理。",
-      "buyer": "品牌/增长与内容团队",
-      "delivery": "官网演示/审计预约，AI生成和人工微调自述",
-      "price": "未见公开金额/实际合同",
-      "businessModel": "营销交付软件/服务，模型/内容、人员和账号/平台维护及获客成本待核",
-      "entityBasis": "官网品牌自述，精确法人/注册与采购合同未核",
-      "stage": "官网演示/审计预约，AI生成和人工微调自述",
-      "cohort": "投资方自报2025成立，独立注册/品牌起点待核",
-      "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知",
-      "sourceType": "公开投资方档案及当前官网",
-      "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。",
-      "evidenceIds": [
-        "SRPRO1-P-SR005R-C19",
-        "SRCLOSE1-SR005R-C19"
-      ],
-      "revenueStatus": "unknown",
-      "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。",
-      "technicalReview": {
-        "level": "description",
-        "reviewedAt": "2026-11-01",
-        "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。",
-        "evidenceIds": [
-          "SRPRO1-P-SR005R-C19",
-          "SRCLOSE1-SR005R-C19"
-        ]
-      }
-    },
-    {
-      "id": "AI217",
-      "name": "SoulLink",
-      "url": "https://soullink.io",
-      "channel": "S14",
-      "cat": "C09",
-      "year": 2025,
-      "team": 6,
-      "location": "Los Angeles, California, United States of America（投资方资料）",
-      "business": "3D虚拟AI陪伴与交互记忆应用。",
-      "buyer": "个人陪伴/互动用户",
-      "delivery": "beta和移动端入口，官网标Sept2026上线，未运行",
-      "price": "未见公开收费金额或付费/留存底表",
-      "businessModel": "个人互动应用，3D渲染、模型/语音、记忆/存储与内容支持成本待核",
-      "entityBasis": "SoulLink/4D品牌与官网对应，精确法人及独立注册/合同未核",
-      "stage": "beta和移动端入口，官网标Sept2026上线，未运行",
-      "cohort": "投资方自报2025成立，独立注册/品牌起点待核",
-      "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知",
-      "sourceType": "公开投资方档案及当前官网",
-      "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。",
-      "evidenceIds": [
-        "SRPRO1-P-SR005R-C49",
-        "SRCLOSE1-SR005R-C49"
-      ],
-      "revenueStatus": "unknown",
-      "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。",
-      "technicalReview": {
-        "level": "description",
-        "reviewedAt": "2026-11-01",
-        "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。",
-        "evidenceIds": [
-          "SRPRO1-P-SR005R-C49",
-          "SRCLOSE1-SR005R-C49"
-        ]
-      }
-    },
-    {
-      "id": "AI218",
-      "name": "Variant（tryvariant.com）",
-      "url": "https://www.tryvariant.ai/",
-      "channel": "S14",
-      "cat": "C08",
-      "year": 2025,
-      "team": 5,
-      "location": "San Francisco, California, United States of America（投资方资料）",
-      "business": "文本/梗图/涂鸦到可玩小游戏及remix创作分发。",
-      "buyer": "内容/游戏创作者和社区用户",
-      "delivery": "原.ai跳转.com、beta申请；不与Variant-now合并",
-      "price": "创作者变现为描述，具体平台收费/分成及付费未知",
-      "businessModel": "可玩内容生成/社区，推理/游戏托管、内容版权审核和创作者分账待核",
-      "entityBasis": "品牌与原档案域名重定向对应，精确法人/注册未核",
-      "stage": "原.ai跳转.com、beta申请；不与Variant-now合并",
-      "cohort": "投资方自报2025成立，独立注册/品牌起点待核",
-      "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知",
-      "sourceType": "公开投资方档案及当前官网",
-      "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。",
-      "evidenceIds": [
-        "SRPRO1-P-SR005R-C55",
-        "SRCLOSE1-SR005R-C55"
-      ],
-      "revenueStatus": "unknown",
-      "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。",
-      "technicalReview": {
-        "level": "description",
-        "reviewedAt": "2026-11-01",
-        "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。",
-        "evidenceIds": [
-          "SRPRO1-P-SR005R-C55",
-          "SRCLOSE1-SR005R-C55"
-        ]
-      }
-    },
-    {
-      "id": "AI219",
-      "name": "Cascade（usecascade.ai）",
-      "url": "https://usecascade.ai/",
-      "channel": "S14",
-      "cat": "C07",
-      "year": 2025,
-      "team": 2,
-      "location": "San Francisco, California, United States of America（投资方资料）",
-      "business": "AEC企业RFP发现、匹配、提案和项目规范分析。",
-      "buyer": "建筑/工程/施工企业业务开发和提案团队",
-      "delivery": "当前发现/提案/规范为LIVE自述，预投标信号/比标等SOON，公开early access",
-      "price": "未见统一金额或已签软件/实施订单",
-      "businessModel": "行业商机/提案工作流软件，门户数据/质量维护、模型/专业审核与接入成本待核",
-      "entityBasis": "官网页脚Cascade Intelligence Inc.自述，独立注册及具体订单未核",
-      "stage": "当前发现/提案/规范为LIVE自述，预投标信号/比标等SOON，公开early access",
-      "cohort": "投资方自报2025成立，独立注册/品牌起点待核",
-      "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知",
-      "sourceType": "公开投资方档案及当前官网",
-      "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。",
-      "evidenceIds": [
-        "SRPRO1-P-SR006R-C11",
-        "SRCLOSE1-SR006R-C11"
-      ],
-      "revenueStatus": "unknown",
-      "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。",
-      "technicalReview": {
-        "level": "description",
-        "reviewedAt": "2026-11-01",
-        "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。",
-        "evidenceIds": [
-          "SRPRO1-P-SR006R-C11",
-          "SRCLOSE1-SR006R-C11"
-        ]
-      }
-    },
-    {
-      "id": "AI220",
-      "name": "Vereda",
-      "url": "https://www.vereda.ia.br/",
-      "channel": "S14",
-      "cat": "C07",
-      "year": 2025,
-      "team": 8,
-      "location": "Rio Verde, Brazil（投资方资料）",
-      "business": "农业采购Agent渠道，WhatsApp助手与田间顾问连接农户和制造商。",
-      "buyer": "农户使用；供应商/伙伴为报酬关系方",
-      "delivery": "厂家直接开票交货，平台不库存/转售；助手和顾问共同服务",
-      "price": "农户免费无月费/平台费，平台与供应商/伙伴报酬未知，不猜抽佣",
-      "businessModel": "供应商支持的采购渠道＋助手/人工服务，净报酬/退货争议、人员和模型成本待核",
-      "entityBasis": "官网VEREDA LTDA自述，精确登记编号/实际供应商合同未核",
-      "stage": "厂家直接开票交货，平台不库存/转售；助手和顾问共同服务",
-      "cohort": "投资方自报2025成立，独立注册/品牌起点待核",
-      "teamBasis": "公开档案人数，2026-11-01读取，统计截至日未知",
-      "sourceType": "公开投资方档案及当前官网",
-      "notes": "当前任务/买方可分类但AI方法/能力、注册、真实合同/净费、付费与留存未独立核；标价/市场机会/候补/创作者收入不作ARR。",
-      "evidenceIds": [
-        "SRPRO1-P-SR006R-C57",
-        "SRCLOSE1-SR006R-C57"
-      ],
-      "revenueStatus": "unknown",
-      "classificationBasis": "营销交付C06、个人互动C09、可玩内容创作C08、建设/农业专门任务C07，软件/人协同/采购渠道和计费分母分开，不按客户行业或投资标签当技术实测。",
-      "technicalReview": {
-        "level": "description",
-        "reviewedAt": "2026-11-01",
-        "summary": "仅官网/投资方当前任务核对，未运行产品/账号、投稿/生成或连接真实数据；声明/演示不当独立测试、已付款或法律/监管审查。",
-        "evidenceIds": [
-          "SRPRO1-P-SR006R-C57",
-          "SRCLOSE1-SR006R-C57"
-        ]
-      }
     }
   ],
   "observations": [
@@ -105417,7 +105237,7 @@
     },
     {
       "id": "SRPRO1-P-SR005R-C19",
-      "companyId": "AI216",
+      "companyId": null,
       "title": "doublespeed公开独立档案：成立/团队字段",
       "url": "https://speedrun.a16z.com/companies/doublespeed",
       "publishedAt": null,
@@ -105725,7 +105545,7 @@
     },
     {
       "id": "SRPRO1-P-SR005R-C49",
-      "companyId": "AI217",
+      "companyId": null,
       "title": "SoulLink公开独立档案：成立/团队字段",
       "url": "https://speedrun.a16z.com/companies/soullink",
       "publishedAt": null,
@@ -105791,7 +105611,7 @@
     },
     {
       "id": "SRPRO1-P-SR005R-C55",
-      "companyId": "AI218",
+      "companyId": null,
       "title": "Variant公开独立档案：成立/团队字段",
       "url": "https://speedrun.a16z.com/companies/variant",
       "publishedAt": null,
@@ -105945,7 +105765,7 @@
     },
     {
       "id": "SRPRO1-P-SR006R-C11",
-      "companyId": "AI219",
+      "companyId": null,
       "title": "Cascade公开独立档案：成立/团队字段",
       "url": "https://speedrun.a16z.com/companies/cascade",
       "publishedAt": null,
@@ -106374,7 +106194,7 @@
     },
     {
       "id": "SRPRO1-P-SR006R-C57",
-      "companyId": "AI220",
+      "companyId": null,
       "title": "Vereda公开独立档案：成立/团队字段",
       "url": "https://speedrun.a16z.com/companies/vereda",
       "publishedAt": null,
@@ -108560,259 +108380,6 @@
       "kind": "公司公开产品/收费/合同范围核对",
       "summary": "2026-10-18政策提示/源材料送第三方语言/TTS服务，音频存储用于回听，默认账户内、主动分享后链接持有人可听；不训练自家通用模型。",
       "limitation": "禁通用模型训练不等零外传/零存储，连接个人助手会有另外资料范围，未授权/输入文件或他人声音；实际安全/删除未经独立测试。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C08",
-      "companyId": null,
-      "title": "Atrios 当前交付/官网缺项收尾核对",
-      "url": "https://www.atrios.com",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "现官网为Ace工具/优惠推荐、连接个人助手与有偿人际引荐；AI供应商标签和MCP连接本身不证核心AI由Atrios提供，具体AI任务/人工比例、引荐费/分账及当前合同未知，保留主营待核。免费249价值诊断/奖励和客户节省非平台收入。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 b814c8bec8148c86fb7627ca8c26419fd56a3fe5097189822f29979638e5579d，115916字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C12",
-      "companyId": null,
-      "title": "bins 当前交付/官网缺项收尾核对",
-      "url": "https://joinbins.com/app",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "普通HTTP403但浏览器可读其App Store：Bins Inc.二手P2P市场、照片创建商品/个性推荐、免费入口。具体AI实现/平台佣金未明，保留主营待核；实物交易总额/评分和免费应用不代净费或零收入。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C16",
-      "companyId": null,
-      "title": "Creed 当前交付/官网缺项收尾核对",
-      "url": "https://speedrun.a16z.com/companies/creed",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "档案官网字段为空，仅有Creed Labs语音AI工作室/首产品自述；500K+用户、正单位经济无日期/付费/成本底表。缺当前独立产品网址和具体交付/收费，保留待核，不猜同名网址或推MRR。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C19",
-      "companyId": "AI216",
-      "title": "doublespeed 当前交付/官网缺项收尾核对",
-      "url": "https://doublespeed.ai",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "官网当前AI社交内容/托管账号运营及人工微调与档案一致，关联客户运营；具体价格、实收/平台分账及人工/内容/账号维护成本未公开，仅业务分类不搭建自动账号或推广。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 40e4bb82663ab983257557916ea6f1c9a57a0f307ca04e5b967995ab102f9ab7，202590字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C30",
-      "companyId": null,
-      "title": "Lekondo 当前交付/官网缺项收尾核对",
-      "url": "https://lekondo.com",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "普通HTTP403，浏览器当前官网可读服装审美/ontology研究及商店/应用入口，AI具体任务和商业交付未明。保留主营待核，不把服装研究/AI投资批次当AI营收或从抓取失败推停业。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C34",
-      "companyId": null,
-      "title": "Luvu 当前交付/官网缺项收尾核对",
-      "url": "https://withbasis.co/",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "withbasis.co HTTP200仅JavaScript解包提示，浏览抓取超时；原Luvu档案标题为Basis/The Human Foundation behind Frontier AI，当前品牌/主体及具体交付未核。未执行包或借同名Basis公司，保留待核。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 9046ef0911d2d14d56008ab7ae5d2f90bd1ab6d01b13b99b51f360b205d0d21b，874749字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C40",
-      "companyId": null,
-      "title": "Ocoder 当前交付/官网缺项收尾核对",
-      "url": "https://speedrun.a16z.com/companies/ocoder",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "档案官网字段为空，原述非技术人员在真实代码库构建/共享方案工具；具体当前产品/代码权限/收费与法律主体未核。保留待核，不猜同名Ocoder网址或以vibe coding标签推现有交付。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C41",
-      "companyId": null,
-      "title": "Oleum 当前交付/官网缺项收尾核对",
-      "url": "https://speedrun.a16z.com/companies/oleum",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "档案官网字段为空，原述AI数据交互和未来基础设施愿景；具体当前产品、客户和收费未知。保留待核，不将未来通用层愿景当当前服务或关联同名能源公司。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C43",
-      "companyId": null,
-      "title": "Prepp 当前交付/官网缺项收尾核对",
-      "url": "https://speedrun.a16z.com/companies/prepp",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "档案官网字段为空，教育内容/批改/出勤模块为自述，当前AI方法/实际产品和学校采购未核。保留待核，不收集学生资料或把教育任务自动当AI已交付。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C49",
-      "companyId": "AI217",
-      "title": "SoulLink 当前交付/官网缺项收尾核对",
-      "url": "https://soullink.io",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "官网当前3D AI陪伴/交互记忆及beta入口与原档案对应，关联个人应用；Sept2026上线为厂商标注，实际可用/付费/留存与渲染、模型、记忆/支持成本未知，未下载或互动。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 d7c6d38f7d7988f4472819672480efd1c6e5aecdf213cf19d64bda06ea1d70b6，32979字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C50",
-      "companyId": null,
-      "title": "Sounding 当前交付/官网缺项收尾核对",
-      "url": "https://speedrun.a16z.com/companies/sounding",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "官网字段为linkedin.com/in/notavailable占位而非有效产品网址；档案Sounding描述Pelago语音wellness品牌，当前品牌/主体/具体AI产品未对应。保留待核，不借其他同名Pelago及前公司数据。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C55",
-      "companyId": "AI218",
-      "title": "Variant 当前交付/官网缺项收尾核对",
-      "url": "https://www.tryvariant.ai/",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "原tryvariant.ai重定向tryvariant.com，当前文本/梗图到可玩小游戏、remix社区beta与AI档案任务对应；同名SR006 Variant-now不合并，收费/实际生成、留存和创作者分账未知。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 80a335be4a8a00171fc04b7338ac89ec9764f204172bc7db742ed05482c42d75，59112字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR005R-C56",
-      "companyId": null,
-      "title": "Vega 当前交付/官网缺项收尾核对",
-      "url": "https://joinvega.com",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "joinvega.com普通HTTP403且浏览抓取不可访问，原AI关系notes/social-orbits任务自述未获当前交付核对。保留待核，不抓联系人/关系图或关联其他同名Vega，不把社交数据量作收入。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。"
-    },
-    {
-      "id": "SRCLOSE1-SR006R-C11",
-      "companyId": "AI219",
-      "title": "Cascade 当前交付/官网缺项收尾核对",
-      "url": "https://usecascade.ai/",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "普通HTTP403但浏览可读当前AEC企业RFP发现、提案/规范分析，区别原建设项目预测愿景。部分功能LIVE、其他SOON分列；120M机会额、客户营业额/示例项目非Cascade收入，关联行业应用。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。"
-    },
-    {
-      "id": "SRCLOSE1-SR006R-C14",
-      "companyId": null,
-      "title": "Coalition Systems 当前交付/官网缺项收尾核对",
-      "url": "https://www.coalition.systems",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "现官网为国防/公共安全生态安全通信、协作和决策支持，未明确自身具体AI任务；创始AI研究背景不当产品AI证据，保留待核。仅商业任务分类，不收录操作/目标识别等实现。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 3887ba645f6b2fe23e98756b57fb27be4caf96fbe8b45aee189fc50c3c26e9a4，634900字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR006R-C30",
-      "companyId": null,
-      "title": "Oasiz 当前交付/官网缺项收尾核对",
-      "url": "https://www.oasiz.ai/",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "oasiz.ai普通HTTP403，浏览指向gobadger.app而无法读取，原游戏社交/AI创作分发和新品牌关系未核。9K小时/300K plays/7M视频观看及创始人旧应用不是平台收入，保留身份/AI交付待核。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP: HTTP Error 403: Forbidden；浏览器补读/限制按摘要保留，不据读取失败判停业。"
-    },
-    {
-      "id": "SRCLOSE1-SR006R-C33",
-      "companyId": null,
-      "title": "PartyHat 当前交付/官网缺项收尾核对",
-      "url": "https://speedrun.a16z.com/companies/partyhat",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "独立档案公司简介和官网字段均为空，仅自报2025两人，不足以判断AI主营/产品/收费。保留待核，不从PartyHat名字/批次猜业务、域名或收入。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 仅复核已读投资方档案官网/简介字段，未编造外部产品网址。"
-    },
-    {
-      "id": "SRCLOSE1-SR006R-C45",
-      "companyId": null,
-      "title": "Simula 当前交付/官网缺项收尾核对",
-      "url": "https://simula.ad",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "当前官网仅广告平台、联系入口及动态轮播计数，AI格式/真实商业交付未明；原5M DAU/100M下载是待接入应用覆盖，约10M net revenue at full rollout为情景/未全部上线，不作已实现净费或ARR，保留待核。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 c0f392eda874179ac8b2d6adf4790868eae5761be925f6f3e91c79206d42118f，49121字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR006R-C48",
-      "companyId": null,
-      "title": "snag 当前交付/官网缺项收尾核对",
-      "url": "https://snagsublets.com/",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "现官网真实租赁/转租房源市场可读，但原社交帖转换/匹配的专用AI当前未获具体佐证，保留待核。原6.5M/30天是requests金额，页面租金/用户节省及房源数量不是平台成交/收入，具体收费未知。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 b6820f40072ec315ccadd50d402043f6a86288b57d8ff9ec05bae1c469288705，205538字节。"
-    },
-    {
-      "id": "SRCLOSE1-SR006R-C57",
-      "companyId": "AI220",
-      "title": "Vereda 当前交付/官网缺项收尾核对",
-      "url": "https://www.vereda.ia.br/",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已列候选的有限官网/品牌/缺项核对",
-      "summary": "官网Vera WhatsApp采购及田间顾问与原投资方采购Agent任务对应；厂家直接开票交货、不库存转售、农户无月费/平台费，供应商/伙伴报酬未知。关联行业应用；实际AI方法/合同未独立核，不把采购GMV/农户节省作收入。",
-      "limitation": "本轮有限公开核对，不登录、执行前端包、提交表单或购买；实际注册/合同、净费及效果未核。 普通HTTP响应SHA256 2bbe739276d54360dad91a9db292cd4297e048ba7a4755962062492d4e69ff57，271759字节。"
-    },
-    {
-      "id": "SRCLOSE1-CREED-USERS",
-      "companyId": null,
-      "title": "CREED-USERS 财务范围排除",
-      "url": "https://speedrun.a16z.com/companies/creed",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已读投资方档案财务口径收尾复核",
-      "summary": "原Creed档案500K+用户/每周倍增/正单位经济仅采用与成本判断自述，非付费人数/净收入；官网缺失，未核期日、分母、人工和推理/渠道成本，不作ARR。",
-      "limitation": "不以预测/用户/请求体量、合作方数据或不明确净额增加财务观测，候选引用保留原档案证据。"
-    },
-    {
-      "id": "SRCLOSE1-SIMULA-ROLLOUT",
-      "companyId": null,
-      "title": "SIMULA-ROLLOUT 财务范围排除",
-      "url": "https://speedrun.a16z.com/companies/simula",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已读投资方档案财务口径收尾复核",
-      "summary": "原约10M+ net revenue明确at full rollout，且5M+DAU/100M+下载是待集成应用覆盖。保留情景/接入范围，未给实际上线量/净费、币种和指标日，不纳收入样本。",
-      "limitation": "不以预测/用户/请求体量、合作方数据或不明确净额增加财务观测，候选引用保留原档案证据。"
-    },
-    {
-      "id": "SRCLOSE1-SNAG-REQUESTS",
-      "companyId": null,
-      "title": "SNAG-REQUESTS 财务范围排除",
-      "url": "https://speedrun.a16z.com/companies/snag",
-      "publishedAt": null,
-      "accessedAt": "2026-11-01",
-      "kind": "已读投资方档案财务口径收尾复核",
-      "summary": "原6.5M requests in last30days，增长40%/月和3K房源为自报；请求价值非已成交租赁/净平台收入。需真实履约/收费/退款、币种/财务日及AI交付，不推ARR。",
-      "limitation": "不以预测/用户/请求体量、合作方数据或不明确净额增加财务观测，候选引用保留原档案证据。"
     }
   ],
   "reviews": [
@@ -120292,106 +119859,6 @@
       "companyIds": [
         "AI212"
       ]
-    },
-    {
-      "id": "SRCLOSE1-R-PASS",
-      "type": "剩余初始候选的逐条公开核对",
-      "company": "本轮20个已有候选",
-      "scope": "dataset",
-      "summary": "对仍有初始备注20项做有限当前核对：14官网入口、6缺有效产品网址；官网普通HTTP/浏览结果和品牌变化/缺项逐项存证，5项关联、15项保留。",
-      "handling": "不再扩源或按标签/批次补AI主营。所有20条初始通用备注已替换具体访问/当前产品或缺字段；已明确未决项不无限重试，不宣称全部注册/技术/财务已独立验证。",
-      "evidenceIds": [
-        "SRCLOSE1-SR005R-C08",
-        "SRCLOSE1-SR005R-C12",
-        "SRCLOSE1-SR005R-C16",
-        "SRCLOSE1-SR005R-C19",
-        "SRCLOSE1-SR005R-C30",
-        "SRCLOSE1-SR005R-C34",
-        "SRCLOSE1-SR005R-C40",
-        "SRCLOSE1-SR005R-C41",
-        "SRCLOSE1-SR005R-C43",
-        "SRCLOSE1-SR005R-C49",
-        "SRCLOSE1-SR005R-C50",
-        "SRCLOSE1-SR005R-C55",
-        "SRCLOSE1-SR005R-C56",
-        "SRCLOSE1-SR006R-C11",
-        "SRCLOSE1-SR006R-C14",
-        "SRCLOSE1-SR006R-C30",
-        "SRCLOSE1-SR006R-C33",
-        "SRCLOSE1-SR006R-C45",
-        "SRCLOSE1-SR006R-C48",
-        "SRCLOSE1-SR006R-C57"
-      ]
-    },
-    {
-      "id": "SRCLOSE1-R-NOURL",
-      "type": "官网/具体产品缺项",
-      "company": "Creed、Ocoder、Oleum、Prepp、Sounding、PartyHat",
-      "scope": "excluded-candidate",
-      "summary": "六项没有有效产品网址：五项空字段，一项LinkedIn占位；PartyHat简介亦空，Sounding/Pelago品牌对应未知。",
-      "handling": "仅原档案自报年份/人数与已有任务描述，不猜域名/同名主体或从未读官网推不存在/零收入；保留待核入口和具体所需资料。",
-      "evidenceIds": [
-        "SRCLOSE1-SR005R-C16",
-        "SRCLOSE1-SR005R-C40",
-        "SRCLOSE1-SR005R-C41",
-        "SRCLOSE1-SR005R-C43",
-        "SRCLOSE1-SR005R-C50",
-        "SRCLOSE1-SR006R-C33"
-      ]
-    },
-    {
-      "id": "SRCLOSE1-R-NONINCOME",
-      "type": "采用量、预测和请求不是平台收入",
-      "company": "未决候选及品牌/访问限制",
-      "scope": "excluded-candidate",
-      "summary": "Simula约10M为全上线情景、合作应用DAU/下载非自身付费；snag6.5M为请求价值；Creed500K用户和正单位经济未给底表。其余当前AI/品牌/可访问性逐项分列。",
-      "handling": "原495经营观测不变，未决候选不生成公司或收入。Atrios供应商AI/MCP、Coalition研究背景、Bins照片商品化及Simula服务AI客户不足以自动确认自身AI方法；访问失败/JS包装或品牌重定向不判停业/造假。",
-      "evidenceIds": [
-        "SRCLOSE1-CREED-USERS",
-        "SRCLOSE1-SIMULA-ROLLOUT",
-        "SRCLOSE1-SNAG-REQUESTS",
-        "SRCLOSE1-SR005R-C08",
-        "SRCLOSE1-SR005R-C12",
-        "SRCLOSE1-SR005R-C34",
-        "SRCLOSE1-SR006R-C14",
-        "SRCLOSE1-SR006R-C30"
-      ]
-    },
-    {
-      "id": "SRCLOSE1-R-CLASSIFIED",
-      "type": "当前交付、未来功能和同名去重",
-      "company": "doublespeed、SoulLink、Variant、Cascade、Vereda",
-      "scope": "companies",
-      "summary": "五项当前官网与AI产品任务自述对应；Cascade改以RFP/提案及LIVE/SOON分列，Variant.ai→.com且不误并Variant-now，Vereda厂家直开票/交货和人工顾问明确。",
-      "handling": "只有description，不能把营销账号/三维演示、beta/上线标注、客户工程机会或采购节省当性能/净收入。具体收费、平台/创作者/厂商分账、人工和模型/运行成本待真实合同核。",
-      "evidenceIds": [
-        "SRCLOSE1-SR005R-C19",
-        "SRCLOSE1-SR005R-C49",
-        "SRCLOSE1-SR005R-C55",
-        "SRCLOSE1-SR006R-C11",
-        "SRCLOSE1-SR006R-C57"
-      ],
-      "companyIds": [
-        "AI216",
-        "AI217",
-        "AI218",
-        "AI219",
-        "AI220"
-      ]
-    },
-    {
-      "id": "MODEL1-AGRI-DIRECT",
-      "type": "商业模式初评",
-      "company": "农户免费＋供应商支持的采购渠道",
-      "scope": "companies",
-      "summary": "已核事实：Vereda的采购助手与田间顾问服务农户，厂家开票/交货，平台不库存转售；农户无月费/平台费，报酬关联供应商/伙伴但实价未知。",
-      "handling": "待验证判断：先核谁付费、合同报酬与实际采购履约/退货分账，再记顾问/供应商接入、模型/文件处理、售后争议和获客成本。渠道净报酬、商品GMV及融资/信用服务分开，向供应商收款与农户复购需同时支持；免费农户不等零平台收入，不猜抽佣或按GMV当ARR。",
-      "evidenceIds": [
-        "SRCLOSE1-SR006R-C57"
-      ],
-      "companyIds": [
-        "AI220"
-      ]
     }
   ],
   "coverage": {
@@ -136636,7 +136103,7 @@
       "sourceId": "S14",
       "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR005",
       "accessedAt": "2026-11-01",
-      "scope": "公开有限名单59项；25关联、21旧年、1既有超年、0品牌/年份待核、12当前AI/主体待核。本轮补完初始通用备注为具体官网/字段/身份及收入缺项；保留未决并非全部产品/财务独立验证。",
+      "scope": "公开有限名单59项；22关联、21旧年、1既有超年、0品牌/年份待核、15当前AI/主体待核。机器人评估/硬件、Agent测试、模型后训练与工作助手按具体交付关联，原位置/URL和证据保留；名单不等独立技术/财务验收。",
       "complete": false,
       "records": [
         {
@@ -136757,10 +136224,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C08",
-            "SRCLOSE1-SR005R-C08"
+            "SRPRO1-P-SR005R-C08"
           ],
-          "note": "现官网为Ace工具/优惠推荐、连接个人助手与有偿人际引荐；AI供应商标签和MCP连接本身不证核心AI由Atrios提供，具体AI任务/人工比例、引荐费/分账及当前合同未知，保留主营待核。免费249价值诊断/奖励和客户节省非平台收入。"
+          "note": "已读独立档案，自报Founded 2025、10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。"
         },
         {
           "id": "SR005R-C09",
@@ -136819,10 +136285,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C12",
-            "SRCLOSE1-SR005R-C12"
+            "SRPRO1-P-SR005R-C12"
           ],
-          "note": "普通HTTP403但浏览器可读其App Store：Bins Inc.二手P2P市场、照片创建商品/个性推荐、免费入口。具体AI实现/平台佣金未明，保留主营待核；实物交易总额/评分和免费应用不代净费或零收入。"
+          "note": "已读独立档案，自报Founded 2025、3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。"
         },
         {
           "id": "SR005R-C13",
@@ -136878,11 +136343,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C16",
-            "SRCLOSE1-SR005R-C16",
-            "SRCLOSE1-CREED-USERS"
+            "SRPRO1-P-SR005R-C16"
           ],
-          "note": "档案官网字段为空，仅有Creed Labs语音AI工作室/首产品自述；500K+用户、正单位经济无日期/付费/成本底表。缺当前独立产品网址和具体交付/收费，保留待核，不猜同名网址或推MRR。"
+          "note": "已读独立档案，自报Founded 2025、4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。"
         },
         {
           "id": "SR005R-C17",
@@ -136925,17 +136388,15 @@
           "id": "SR005R-C19",
           "name": "doublespeed",
           "url": "https://speedrun.a16z.com/companies/doublespeed",
-          "categoryId": "C06",
+          "categoryId": "C00",
           "kind": "company",
           "profileStatus": "readable",
-          "status": "linked",
+          "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C19",
-            "SRCLOSE1-SR005R-C19"
+            "SRPRO1-P-SR005R-C19"
           ],
-          "note": "官网当前AI社交内容/托管账号运营及人工微调与档案一致，关联客户运营；具体价格、实收/平台分账及人工/内容/账号维护成本未公开，仅业务分类不搭建自动账号或推广。",
-          "companyId": "AI216"
+          "note": "已读独立档案，自报Founded 2025、11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。"
         },
         {
           "id": "SR005R-C20",
@@ -137109,10 +136570,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C30",
-            "SRCLOSE1-SR005R-C30"
+            "SRPRO1-P-SR005R-C30"
           ],
-          "note": "普通HTTP403，浏览器当前官网可读服装审美/ontology研究及商店/应用入口，AI具体任务和商业交付未明。保留主营待核，不把服装研究/AI投资批次当AI营收或从抓取失败推停业。"
+          "note": "已读独立档案，自报Founded 2025、6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。"
         },
         {
           "id": "SR005R-C31",
@@ -137173,10 +136633,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C34",
-            "SRCLOSE1-SR005R-C34"
+            "SRPRO1-P-SR005R-C34"
           ],
-          "note": "withbasis.co HTTP200仅JavaScript解包提示，浏览抓取超时；原Luvu档案标题为Basis/The Human Foundation behind Frontier AI，当前品牌/主体及具体交付未核。未执行包或借同名Basis公司，保留待核。"
+          "note": "已读独立档案，自报Founded 2025、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。"
         },
         {
           "id": "SR005R-C35",
@@ -137260,10 +136719,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C40",
-            "SRCLOSE1-SR005R-C40"
+            "SRPRO1-P-SR005R-C40"
           ],
-          "note": "档案官网字段为空，原述非技术人员在真实代码库构建/共享方案工具；具体当前产品/代码权限/收费与法律主体未核。保留待核，不猜同名Ocoder网址或以vibe coding标签推现有交付。"
+          "note": "已读独立档案，自报Founded 2025、3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。"
         },
         {
           "id": "SR005R-C41",
@@ -137275,10 +136733,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C41",
-            "SRCLOSE1-SR005R-C41"
+            "SRPRO1-P-SR005R-C41"
           ],
-          "note": "档案官网字段为空，原述AI数据交互和未来基础设施愿景；具体当前产品、客户和收费未知。保留待核，不将未来通用层愿景当当前服务或关联同名能源公司。"
+          "note": "已读独立档案，自报Founded 2025、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。"
         },
         {
           "id": "SR005R-C42",
@@ -137308,10 +136765,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C43",
-            "SRCLOSE1-SR005R-C43"
+            "SRPRO1-P-SR005R-C43"
           ],
-          "note": "档案官网字段为空，教育内容/批改/出勤模块为自述，当前AI方法/实际产品和学校采购未核。保留待核，不收集学生资料或把教育任务自动当AI已交付。"
+          "note": "已读独立档案，自报Founded 2025、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。"
         },
         {
           "id": "SR005R-C44",
@@ -137393,17 +136849,15 @@
           "id": "SR005R-C49",
           "name": "SoulLink",
           "url": "https://speedrun.a16z.com/companies/soullink",
-          "categoryId": "C09",
+          "categoryId": "C00",
           "kind": "company",
           "profileStatus": "readable",
-          "status": "linked",
+          "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C49",
-            "SRCLOSE1-SR005R-C49"
+            "SRPRO1-P-SR005R-C49"
           ],
-          "note": "官网当前3D AI陪伴/交互记忆及beta入口与原档案对应，关联个人应用；Sept2026上线为厂商标注，实际可用/付费/留存与渲染、模型、记忆/支持成本未知，未下载或互动。",
-          "companyId": "AI217"
+          "note": "已读独立档案，自报Founded 2025、6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。"
         },
         {
           "id": "SR005R-C50",
@@ -137415,10 +136869,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C50",
-            "SRCLOSE1-SR005R-C50"
+            "SRPRO1-P-SR005R-C50"
           ],
-          "note": "官网字段为linkedin.com/in/notavailable占位而非有效产品网址；档案Sounding描述Pelago语音wellness品牌，当前品牌/主体/具体AI产品未对应。保留待核，不借其他同名Pelago及前公司数据。"
+          "note": "已读独立档案，自报Founded 2025、1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。"
         },
         {
           "id": "SR005R-C51",
@@ -137491,17 +136944,15 @@
           "id": "SR005R-C55",
           "name": "Variant",
           "url": "https://speedrun.a16z.com/companies/variant",
-          "categoryId": "C08",
+          "categoryId": "C00",
           "kind": "company",
           "profileStatus": "readable",
-          "status": "linked",
+          "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C55",
-            "SRCLOSE1-SR005R-C55"
+            "SRPRO1-P-SR005R-C55"
           ],
-          "note": "原tryvariant.ai重定向tryvariant.com，当前文本/梗图到可玩小游戏、remix社区beta与AI档案任务对应；同名SR006 Variant-now不合并，收费/实际生成、留存和创作者分账未知。",
-          "companyId": "AI218"
+          "note": "已读独立档案，自报Founded 2025、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。"
         },
         {
           "id": "SR005R-C56",
@@ -137513,10 +136964,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR005-ROSTER",
-            "SRPRO1-P-SR005R-C56",
-            "SRCLOSE1-SR005R-C56"
+            "SRPRO1-P-SR005R-C56"
           ],
-          "note": "joinvega.com普通HTTP403且浏览抓取不可访问，原AI关系notes/social-orbits任务自述未获当前交付核对。保留待核，不抓联系人/关系图或关联其他同名Vega，不把社交数据量作收入。"
+          "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。"
         },
         {
           "id": "SR005R-C57",
@@ -137567,7 +137017,7 @@
       "sourceId": "S14",
       "url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006",
       "accessedAt": "2026-11-01",
-      "scope": "公开有限名单59项；41关联、5旧年、0既有超年、3品牌/年份待核、10当前AI/主体待核。本轮补完初始通用备注为具体官网/字段/身份及收入缺项；保留未决并非全部产品/财务独立验证。",
+      "scope": "公开SR006有限名单59项；39关联、5旧年、0既有超年、3品牌/年份待核、12当前AI/主体待核。照片/健康/体育/高校/音频任务关联，PicPet真实应用/订阅可读但AI仍缺；原位置/URL/证据保留。",
       "complete": false,
       "records": [
         {
@@ -137745,17 +137195,15 @@
           "id": "SR006R-C11",
           "name": "Cascade",
           "url": "https://speedrun.a16z.com/companies/cascade",
-          "categoryId": "C07",
+          "categoryId": "C00",
           "kind": "company",
           "profileStatus": "readable",
-          "status": "linked",
+          "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR006-ROSTER",
-            "SRPRO1-P-SR006R-C11",
-            "SRCLOSE1-SR006R-C11"
+            "SRPRO1-P-SR006R-C11"
           ],
-          "note": "普通HTTP403但浏览可读当前AEC企业RFP发现、提案/规范分析，区别原建设项目预测愿景。部分功能LIVE、其他SOON分列；120M机会额、客户营业额/示例项目非Cascade收入，关联行业应用。",
-          "companyId": "AI219"
+          "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。"
         },
         {
           "id": "SR006R-C12",
@@ -137802,10 +137250,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR006-ROSTER",
-            "SRPRO1-P-SR006R-C14",
-            "SRCLOSE1-SR006R-C14"
+            "SRPRO1-P-SR006R-C14"
           ],
-          "note": "现官网为国防/公共安全生态安全通信、协作和决策支持，未明确自身具体AI任务；创始AI研究背景不当产品AI证据，保留待核。仅商业任务分类，不收录操作/目标识别等实现。"
+          "note": "已读独立档案，自报Founded 2025、4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。"
         },
         {
           "id": "SR006R-C15",
@@ -138065,10 +137512,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR006-ROSTER",
-            "SRPRO1-P-SR006R-C30",
-            "SRCLOSE1-SR006R-C30"
+            "SRPRO1-P-SR006R-C30"
           ],
-          "note": "oasiz.ai普通HTTP403，浏览指向gobadger.app而无法读取，原游戏社交/AI创作分发和新品牌关系未核。9K小时/300K plays/7M视频观看及创始人旧应用不是平台收入，保留身份/AI交付待核。"
+          "note": "已读独立档案，自报Founded 2025、4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。"
         },
         {
           "id": "SR006R-C31",
@@ -138109,10 +137555,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR006-ROSTER",
-            "SRPRO1-P-SR006R-C33",
-            "SRCLOSE1-SR006R-C33"
+            "SRPRO1-P-SR006R-C33"
           ],
-          "note": "独立档案公司简介和官网字段均为空，仅自报2025两人，不足以判断AI主营/产品/收费。保留待核，不从PartyHat名字/批次猜业务、域名或收入。"
+          "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。"
         },
         {
           "id": "SR006R-C34",
@@ -138318,11 +137763,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR006-ROSTER",
-            "SRPRO1-P-SR006R-C45",
-            "SRCLOSE1-SR006R-C45",
-            "SRCLOSE1-SIMULA-ROLLOUT"
+            "SRPRO1-P-SR006R-C45"
           ],
-          "note": "当前官网仅广告平台、联系入口及动态轮播计数，AI格式/真实商业交付未明；原5M DAU/100M下载是待接入应用覆盖，约10M net revenue at full rollout为情景/未全部上线，不作已实现净费或ARR，保留待核。"
+          "note": "已读独立档案，自报Founded 2025、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。"
         },
         {
           "id": "SR006R-C46",
@@ -138365,11 +137808,9 @@
           "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR006-ROSTER",
-            "SRPRO1-P-SR006R-C48",
-            "SRCLOSE1-SR006R-C48",
-            "SRCLOSE1-SNAG-REQUESTS"
+            "SRPRO1-P-SR006R-C48"
           ],
-          "note": "现官网真实租赁/转租房源市场可读，但原社交帖转换/匹配的专用AI当前未获具体佐证，保留待核。原6.5M/30天是requests金额，页面租金/用户节省及房源数量不是平台成交/收入，具体收费未知。"
+          "note": "已读独立档案，自报Founded 2025、4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。"
         },
         {
           "id": "SR006R-C49",
@@ -138519,17 +137960,15 @@
           "id": "SR006R-C57",
           "name": "Vereda",
           "url": "https://speedrun.a16z.com/companies/vereda",
-          "categoryId": "C07",
+          "categoryId": "C00",
           "kind": "company",
           "profileStatus": "readable",
-          "status": "linked",
+          "status": "pending-ai",
           "evidenceIds": [
             "SRALL1-SR006-ROSTER",
-            "SRPRO1-P-SR006R-C57",
-            "SRCLOSE1-SR006R-C57"
+            "SRPRO1-P-SR006R-C57"
           ],
-          "note": "官网Vera WhatsApp采购及田间顾问与原投资方采购Agent任务对应；厂家直接开票交货、不库存转售、农户无月费/平台费，供应商/伙伴报酬未知。关联行业应用；实际AI方法/合同未独立核，不把采购GMV/农户节省作收入。",
-          "companyId": "AI220"
+          "note": "已读独立档案，自报Founded 2025、8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。"
         },
         {
           "id": "SR006R-C58",

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-11-01-source-closeout-1",
+  "version": "2026-11-01-sr-learning-health-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。",
@@ -3040,8 +3040,8 @@
         "speedrun.a16z.com"
       ],
       "initialAccess": "见具体证据访问记录",
-      "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旧年、88自报两年：59已补官网关联、24当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未冒充本轮重读。七批139关联、1既有超年、145旧年、6品牌/年份、30当前AI/交付待核。最后20个初始备注已逐项核对14官网和6缺有效网址，替换具体缺项；5新关联，15留未决，不继续扩池。新增23证据，原495经营记录/ARR/MRR和YC保留。有限来源逐条核对并保留未决，不证明未公开公司覆盖或全部注册/技术/财务审计。",
-      "nextCheck": "本轮有限公开来源首轮核对已落实具体记录/缺项；24新批次及SR007六项AI/身份、六项年份未决保留，不用标签强填。后续只有新增公司原件、可访问产品、注册/品牌链或真实合同/净费/财务日出现时补证；不无限重试同一空页/权限失败，也不由采用/请求/未来全上线预测推ARR/造假。",
+      "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旧年、88自报两年：54已补官网关联、29当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批134关联、1既有超年、145旧年、6品牌/年份、35当前AI/交付待核。新增Auto/Clair/Snapp/Straia/SUN，PicPet应用/订阅存在但AI任务待核。新增21证据和两条Clair原始财务声明，均排除比较；原493、ARR/MRR及YC覆盖保留。免费/购买未开、2027预订、D2C标签和B2B签约/用户留存分列，不当当前ARR/独立能力或临床认证。",
+      "nextCheck": "继续29个新批次及SR007六个主营待核、10复用变化；核成立/品牌/注册及实际合同。Clair两渠道期间/财务日、预订/交货退款和软件促销转费，Auto当前Photos与旧Frames、Snapp条款/收费和自有榜，Straia机构采购/接入维护，SUN购买开放及每分钟/模型额度成本，PicPet实际AI/留存分母和政策缺项待补。不得从DAU、合同/标价、预测结果或训练规模推ARR/造假概率。",
       "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": 59,
-        "pendingCurrentAIOrIdentity": 24,
+        "newLinkedCompanies": 54,
+        "pendingCurrentAIOrIdentity": 29,
         "records": [
           {
             "candidateId": "SR001R-C01",

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-11-01-source-closeout-1",
+  "sourceVersion": "2026-11-01-sr-learning-health-1",
   "asOf": "2026-11-01",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",

pnpm-lock.yaml

@@ -28,9 +28,6 @@ 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
@@ -62,6 +59,9 @@ 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

scripts/documents-client.py

@@ -45,15 +45,14 @@ def read_token(filename):
     return value
 
 
-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())
+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()
     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'] = image_type or 'application/json'
-        if request_id is not None:
-            headers['Idempotency-Key'] = request_id
+        headers['Content-Type'] = 'application/json'
+        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)
@@ -128,8 +127,6 @@ 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')
@@ -139,18 +136,7 @@ def main():
     try:
         base = server_url(args.url)
         token = read_token(args.key_file)
-        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':
+        if args.command == 'list':
             result = request(base, token, 'GET', '/api/documents?' + urllib.parse.urlencode(
                 {'limit': args.limit, 'offset': args.offset}))
         elif args.command == 'get':