From 69fa0b240fff0d5439d888b5c376ee60407a7db9 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:25:05 +0800 Subject: [PATCH 01/16] =?UTF-8?q?=E6=96=B0=E5=A2=9E=E6=94=AF=E4=BB=98?= =?UTF-8?q?=E5=B9=B3=E5=8F=B0=E6=94=B6=E5=85=A5=E6=A0=B7=E6=9C=AC=E4=B8=8E?= =?UTF-8?q?=E5=88=86=E5=B8=83=E5=88=86=E6=9E=90?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 21 +- apps/docs/scripts/auth-cli.ts | 6 +- .../docs/src/components/AICompanyResearch.tsx | 32 +- .../src/components/IncomeDistribution.tsx | 75 + apps/docs/src/lib/ai-research.ts | 6 +- apps/docs/src/lib/research-statistics.ts | 82 + apps/docs/src/styles/globals.css | 10 + apps/docs/tests/research.test.ts | 82 +- content/research/ai-companies.seed.json | 1666 ++++++++++++++++- content/research/ai-income-analysis.json | 221 +++ 10 files changed, 2172 insertions(+), 29 deletions(-) create mode 100644 apps/docs/src/components/IncomeDistribution.tsx create mode 100644 apps/docs/src/lib/research-statistics.ts create mode 100644 content/research/ai-income-analysis.json diff --git a/README.md b/README.md index 3fb3026..9d9c97d 100644 --- a/README.md +++ b/README.md @@ -98,13 +98,26 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 986 条公司记录、10 类业务及待分类组、1,035 条证据记录和 75 条经营观测。 -其中保留 58 家个案资料，新增 928 条目录基础资料；目录项不等于完成财务和技术核验。 +当前资料包含 1,002 条公司/产品记录、10 类业务及待分类组、1,055 条证据记录和 126 条经营观测。 +其中保留 58 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 团队规模下界在列表中显示比较符，商业成熟度展示公开交付证据，不等于技术能力排名。 -当前尚不能可靠计算领域 ARR 均值、离散排名或财务造假概率。 +公司披露的 ARR 尚未建立同期同口径比较组。新增平台 MRR 单独计算探索性样本统计， +不能称行业平均 ARR、总体离散排名或财务造假概率。 + +收入分布：`IncomeDistribution.tsx` 从数据库返回的观测中筛选平台 USD MRR， +每个产品只保留符合条件的最新值，默认数据日期距截止日不超过7天。 +按业务类别、支付来源及可选收费模式分组，显示均值、中位数、样本CV（标准差分母n−1）、 +均值/中位数和移除最大值后的均值敏感性。n<3标注样本不足；n=1不计算CV。 +MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算与近30日收入均不混入。 +`ai-income-analysis.json` 是独立Python复算的7日/90日快照参考，用于检查统计选择和计算， +页面本身从同一SQLite中的公司与观测记录计算，不读取第二个数据库。 + +平台同步时间、连接过期状态、业务描述的可编辑性和产品/法律主体未去重限制均保留。 +默认7日样本14个产品；90日窗口新增Gojiberry的8月历史点，营销样本的均值和CV随之明显变化。 +这提示先核查时间与样本构成，不能将高离散度直接解释为造假。两个近名营养应用按不同App Store ID分别建档。 覆盖核查：从 yc-oss 非官方镜像发现 2025—2026 八个 YC 批次的 1,428 条候选， 逐条读取对应 YC 官方公开页面，以页面中的成立年份、团队字段和业务描述筛选。 @@ -126,6 +139,8 @@ AI 关键词可能出现在业务背景中，收入、买家和交付状态仍 ## CI/CD 与缓存 `.gitea/workflows/ci-deploy.yml` 使用已有 ces-control Runner，不修改共享 Runner 配置。 +当前工作流仅在 main 推送或针对 main 的手动运行时执行。工作分支PR完成本地静态核查后， +完整类型、测试、构建与容器检查在用户手动合并后的主线CI运行；报告须区分未运行与已通过。 1. 对实际构建输入计算 SHA-256：前端源码、Markdown、图片、Python 制图源码、依赖锁文件、Dockerfile 和构建脚本。 2. 命中 `verified--<摘要>` 镜像时跳过依赖安装和 Next.js build，只做认证、实际路由与资源冒烟检查。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index a98e99b..e5bf459 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -185,10 +185,10 @@ 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, 986); + assert.equal(research.companies.length, 1002); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1035); - assert.equal(research.observations.length, 75); + assert.equal(research.evidence.length, 1055); + assert.equal(research.observations.length, 126); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index 5eaaffa..dbf4f7d 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -1,13 +1,14 @@ import { useEffect, useMemo, useRef, useState } from "react"; +import IncomeDistribution from "./IncomeDistribution"; import { categorySummary, evidenceUrl, type ResearchEvidence, type ResearchSnapshot, } from "@/lib/ai-research"; const pageSize = 12; const evidencePageSize = 30; -const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第三方估算", unknown: "暂无可用收入数字" }; +const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第三方估算", platform: "仅支付平台记录", unknown: "暂无可用收入数字" }; const useLabels: Record = { - signal: "公司披露信号", estimate: "第三方估算", historical: "历史里程碑", + platform: "支付平台记录", signal: "公司披露信号", estimate: "第三方估算", historical: "历史里程碑", "historical-estimate": "其他时点估算", excluded: "排除收入比较", scale: "团队规模", adoption: "采用规模", funding: "融资", crosscheck: "同一里程碑的其他资料", }; @@ -70,7 +71,8 @@ export default function AICompanyResearch() { const categories = new Map(data.categories.map((c) => [c.id, c])); const selectedCompany = data.companies.find((c) => c.id === selected); const observed = data.observations.filter((o) => ["signal", "estimate"].includes(o.selection)); - const revenueCompanies = new Set(observed.map((o) => o.company)).size; + const disclosedCompanies = new Set(observed.map((o) => o.company)).size; + const revenueCompanies = new Set(data.observations.filter((o) => ["signal", "estimate", "platform"].includes(o.selection)).map((o) => o.company)).size; const selectedObservations = data.observations.filter((o) => o.company === selected); const selectedEvidenceIds = new Set([ ...(selectedCompany?.evidenceIds ?? []), ...(selectedCompany?.pricingEvidence ? [selectedCompany.pricingEvidence] : []), @@ -84,7 +86,7 @@ export default function AICompanyResearch() { return
资料截至 {data.asOf}首批研究 · 持续补全
-
{data.companies.length}已收录公司
+
{data.companies.length}公司/产品记录
{data.categories.length}业务类别
{revenueCompanies}找到收入信号的公司
{data.evidence.length}证据记录
@@ -97,7 +99,7 @@ export default function AICompanyResearch() {

业务分类

点击类别查看对应公司。数量反映本次采集覆盖，不是市场份额。

-
{summaries.map((c) => )}
{tab === "companies" && <> @@ -116,10 +118,10 @@ export default function AICompanyResearch() { - +
-
{filtered.length} 家匹配公司
-
+
{filtered.length} 条匹配记录
+
公司分类与经营资料。选择公司名称查看指标和原始证据。
公司 / 地区业务与买家成立 / 发布组别团队规模商业成熟度收入资料
{filtered.slice(page * pageSize, (page + 1) * pageSize).map((c) => @@ -130,22 +132,24 @@ export default function AICompanyResearch() { {filtered.length > pageSize && } } {tab === "revenue" && <> -

目前找到 {revenueCompanies} 家公司的收入信号。大多是缺少日历时点的历史里程碑，且 ARR 与年化收入尚未统一。领域均值和离散度暂不计算。

+ +

公司披露与估算的历史里程碑

+

这一组包含 {disclosedCompanies} 家公司的披露或估算信号，多为异时点历史里程碑，ARR 与年化收入口径仍待核对，暂不计算其同期领域均值。上面的平台MRR统计与这一组分开。

{observed.map((o) =>
{o.bound !== "=" && o.bound}{money(o.value, o.unit)}
{o.kind} · {useLabels[o.selection]} · {o.timing}
)}
-
公司/产品分类与经营资料。选择名称查看指标和原始证据。
公司或产品 / 地区业务与买家成立 / 发布组别团队规模商业成熟度收入资料
{c.location ?? "地区未注明"} {categories.get(c.cat)?.name}{c.profileOnly && 规则初分 · 待复核}

{c.business}

买家：{c.buyer}
{summaries.map((c) => )}
当前研究数据中的收入可得性，目录项未逐一检索；未建立同期、同龄、同口径比较组
业务分类公司披露数仅估算数暂无可用数字同期均值 / 离散度
{c.self}{c.estimate}{c.unknown}条件不足
+
{summaries.map((c) => )}
当前研究数据中的收入可得性，目录项未逐一检索；未建立同期、同龄、同口径比较组
业务分类公司披露数仅估算数仅平台数暂无可用数字同期均值 / 离散度
{c.self}{c.estimate}{c.platform}{c.unknown}条件不足

离散度用于筛选值得核查的异常，还需排除公司年龄、口径和披露偏差；不能据此认定财务造假。

} {tab === "sources" && <>

来源链接保留原始位置。相同 URL 的记录可能属于同一披露，不能按记录数计算独立证据数量。

    {data.evidence.slice(sourcePage * evidencePageSize, (sourcePage + 1) * evidencePageSize).map((e) => )}
{data.evidence.length > evidencePageSize && }} {tab === "reviews" &&
    {data.reviews.map((r) =>
  • {r.type}

    {r.company}

    {r.summary}

    {r.handling}

    {r.evidenceIds.map((id) => { const e=data.evidence.find((item) => item.id === id); return e ? {id} : null; })}
    • )}
} - {selectedCompany &&
+ {selectedCompany &&

{selectedCompany.name}

-

公司资料入口　{selectedCompany.extraUrl && 额外核验入口}

-
主营业务
{selectedCompany.business}
样本组别
{selectedCompany.cohort}
买家
{selectedCompany.buyer}
收费方式
{selectedCompany.price}
交付证据
{selectedCompany.delivery}
团队口径
{selectedCompany.teamBasis ?? "本轮未核验人数"}
分类依据
{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}
技术水平
尚未独立测试，不据融资或收入作能力排名。
身份与限制
{selectedCompany.notes}
+

资料入口　{selectedCompany.extraUrl && 额外核验入口}

+
主营业务
{selectedCompany.business}
样本组别
{selectedCompany.cohort}
买家
{selectedCompany.buyer}
收费/交付模式
{selectedCompany.businessModel ?? "待进一步核验"}
收费方式
{selectedCompany.price}
交付证据
{selectedCompany.delivery}
团队口径
{selectedCompany.teamBasis ?? "本轮未核验人数"}
分类依据
{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}
技术水平
尚未独立测试，不据融资或收入作能力排名。
观测主体
{selectedCompany.entityBasis ?? "公司或经营品牌，法律主体未逐一核验"}
身份与限制
{selectedCompany.notes}

经营指标与排除记录

{selectedObservations.length ?
{selectedObservations.map((o) => )}
指标 / 归属原始数值数据时点用途及限制证据
{o.kind}{o.scope}{o.bound !== "=" && o.bound}{money(o.value,o.unit)}{o.timing}{useLabels[o.selection] ?? o.selection}{o.reason}{o.evidence}
:

本轮尚未找到可记录的量化经营指标。收入保持未知。

}

原始证据

    {selectedEvidence.map((e) => )}
diff --git a/apps/docs/src/components/IncomeDistribution.tsx b/apps/docs/src/components/IncomeDistribution.tsx new file mode 100644 index 0000000..611b3d0 --- /dev/null +++ b/apps/docs/src/components/IncomeDistribution.tsx @@ -0,0 +1,75 @@ +import { useMemo, useState } from "react"; +import type { ResearchSnapshot } from "@/lib/ai-research"; +import { groupIncome, platformIncomeSample } from "@/lib/research-statistics"; + +const usd = (value: number | null) => value === null ? "—" : new Intl.NumberFormat("zh-CN", { + style: "currency", currency: "USD", maximumFractionDigits: 0, +}).format(value); +const percent = (value: number | null) => value === null ? "—" : `${(value * 100).toFixed(1)}%`; + +export default function IncomeDistribution({ data, onSelect }: { + data: ResearchSnapshot; onSelect: (id: string) => void; +}) { + const [dateWindow, setDateWindow] = useState("7"); + const [year, setYear] = useState(""); + const [annualize, setAnnualize] = useState(false); + const [splitModels, setSplitModels] = useState(true); + const [logScale, setLogScale] = useState(true); + const sample = useMemo(() => platformIncomeSample(data, { + windowDays: dateWindow === "all" ? null : Number(dateWindow), foundedYear: year ? Number(year) : undefined, annualize, + }), [data, dateWindow, year, annualize]); + const groups = useMemo(() => groupIncome(sample.points, splitModels).sort((a, b) => + a.category.localeCompare(b.category) || a.provider.localeCompare(b.provider) || a.model.localeCompare(b.model)), [sample.points, splitModels]); + const categories = new Map(data.categories.map((category) => [category.id, category.name])); + const metric = annualize ? "MRR×12参考年化" : "平台MRR"; + const values = sample.points.map((point) => point.value); + const minValue = Math.min(...values); + const maxValue = Math.max(1, ...values); + const axisMin = logScale && minValue > 0 && Number.isFinite(minValue) ? 10 ** Math.floor(Math.log10(minValue)) : 0; + const axisMax = Math.max(axisMin * 10, 10 ** Math.ceil(Math.log10(maxValue))); + const scale = logScale ? (value: number) => Math.log10(value + 1) : (value: number) => value; + const left = 250, right = 865; + const x = (value: number) => left + (scale(value) - scale(axisMin)) / (scale(axisMax) - scale(axisMin)) * (right - left); + const ticks = logScale ? [0, 1, 10, 100, 1000, 10000, 100000, 1000000, 10000000] + .filter((value) => value >= axisMin && value <= axisMax) : [0, .25, .5, .75, 1].map((fraction) => fraction * axisMax); + return
+

收入分布与均值敏感性

+

单独比较支付平台显示的 USD MRR。每个点是一个产品或业务，法律主体与支付账户的独立性尚未全部核实；这不是行业总体或公司财报样本。

+
+ + + +
+
+

资料截至 {data.asOf}，纳入 {sample.points.length} 个产品，另有 {sample.excluded.length} 个 MRR 观测未纳入。{annualize ? "乘12只改变显示单位，不证明全年收入、续约或ARR；CV与相对敏感性不变。" : "MRR不等于近30日收款；平台数据连接也不等于财务审计。"}{dateWindow === "all" && " 当前包含不同时间的历史观测，不能称为同期对照。"}

+ {sample.points.length ? <> +
+
+ {ticks.map((tick) => {usd(tick)})} + {groups.map((group, index) => { + const y = index * 70 + 40; + return + {categories.get(group.category)} + {group.provider} · {group.model} · n={group.stats.n} + + 样本均值 {usd(group.stats.mean)} + 样本中位数 {usd(group.stats.median)} + {group.points.map((point, position) => onSelect(point.company.id)} onKeyDown={(event) => { if (event.key === "Enter" || event.key === " ") { event.preventDefault(); onSelect(point.company.id); } }}> + {point.company.name} · {usd(point.value)} · 数据日期 {point.observation.observedAt}{point.observation.connectionExpired ? " · 连接提示过期" : ""} + + + )} + ; + })} +
+
圆点：产品观测　竖线：样本均值　菱形：样本中位数。按业务类别与支付来源分组，点击点或下表产品名可看原始证据。
+
+
{groups.map((group) => + + + )}
{metric}样本统计；金额按显示值计算，CV使用样本标准差
类别 / 来源 / 模式n均值中位数均值/中位数CV去除最大值后的均值 / 下降幅度产品与限制
{categories.get(group.category)}{group.provider} · {group.model}{group.stats.n}{usd(group.stats.mean)}{usd(group.stats.median)}{group.stats.meanMedianRatio?.toFixed(2) ?? "—"}{group.stats.cv?.toFixed(2) ?? "—"}{usd(group.stats.meanWithoutLargest)}{percent(group.stats.largestRemovalDrop)}{group.points.map((point) => {" "})}{group.stats.n < 3 ? "样本少于3，不能据此判断领域典型收入。" : "自选的小样本，须结合产品年龄、成本与留存评估。"}
+ :

当前窗口和创立年份没有符合条件的 MRR 记录。

} +
统计规则与解释

每个产品只取符合条件的最新一条平台 MRR；币种为美元，要求有效数据日期、确定数值及支付来源。公司 ARR、估算、融资、目标和近30日收入均不进入这里。未知值不补零。

CV＝样本标准差÷均值，标准差分母为 n−1；n=1 不算 CV。n=2 时均值必然等于中位数，不能据此认为均值有代表性。较大的均值/中位数差距、CV或移除最大值的变化，仅提示进一步核查样本构成。

支付商与平台的退款、试用、年付、币种及指标计算可能不同（平台方法说明）。不能将 MRR 与收款差异、单个高值或高离散度直接解释为财务造假。比较商业模式还需要毛利、获客成本、留存、人工交付和客户集中度。

+ {sample.excluded.length > 0 &&
未纳入的 MRR 记录（{sample.excluded.length}）
    {sample.excluded.map(({ observation, reason }) =>
  • ：{usd(observation.value)} / 月，{observation.observedAt ?? "日期未知"}；{reason}
    • )}
} +
; +} diff --git a/apps/docs/src/lib/ai-research.ts b/apps/docs/src/lib/ai-research.ts index 97679a3..8d3282a 100644 --- a/apps/docs/src/lib/ai-research.ts +++ b/apps/docs/src/lib/ai-research.ts @@ -4,14 +4,17 @@ export type ResearchCompany = { team: number | null; teamBound?: ">" | "≥"; location: string | null; business: string; buyer: string; delivery: string; notes: string; cohort: string; teamBasis: string | null; price: string; stage: string; sourceType: string; evidenceIds: string[]; - revenueStatus: "self" | "estimate" | "unknown"; + revenueStatus: "self" | "estimate" | "platform" | "unknown"; extraUrl?: string; pricingEvidence?: string; + businessModel?: string; entityBasis?: string; profileOnly?: boolean; classificationBasis?: string; directoryTags?: string[]; }; export type ResearchObservation = { id: string; company: string; name: string; kind: string; value: number; unit: string; timing: string; evidence: string; scope: string; selection: string; reason: string; bound: string; comparisonGroup: string | null; + metric?: "mrr" | "arr" | "revenue-30d" | "annualized-revenue"; + observedAt?: string; provider?: string; connectionExpired?: boolean; origin?: "payment-platform"; }; export type ResearchEvidence = { id: string; companyId: string | null; title: string; url: string; @@ -88,6 +91,7 @@ export function categorySummary(snapshot: ResearchSnapshot) { const companies = snapshot.companies.filter((c) => c.cat === category.id); return { ...category, count: companies.length, self: companies.filter((c) => c.revenueStatus === "self").length, + platform: companies.filter((c) => c.revenueStatus === "platform").length, estimate: companies.filter((c) => c.revenueStatus === "estimate").length, unknown: companies.filter((c) => c.revenueStatus === "unknown").length }; }); diff --git a/apps/docs/src/lib/research-statistics.ts b/apps/docs/src/lib/research-statistics.ts new file mode 100644 index 0000000..14e8bb7 --- /dev/null +++ b/apps/docs/src/lib/research-statistics.ts @@ -0,0 +1,82 @@ +import type { ResearchCompany, ResearchObservation, ResearchSnapshot } from "./ai-research"; + +export type IncomePoint = { company: ResearchCompany; observation: ResearchObservation; value: number }; +export type IncomeStats = { + n: number; mean: number; median: number; min: number; max: number; + sampleDeviation: number | null; cv: number | null; meanMedianRatio: number | null; + largestShare: number | null; meanWithoutLargest: number | null; largestRemovalDrop: number | null; +}; + +/** Describes the supplied sample only; missing values never become zero. */ +export function describeIncome(values: number[]): IncomeStats | null { + if (!values.length || values.some((value) => !Number.isFinite(value) || value < 0)) return null; + const ordered = [...values].sort((a, b) => a - b); + const n = ordered.length; + const total = ordered.reduce((sum, value) => sum + value, 0); + const mean = total / n; + const median = n % 2 ? ordered[(n - 1) / 2] : (ordered[n / 2 - 1] + ordered[n / 2]) / 2; + const sampleDeviation = n > 1 ? Math.sqrt(ordered.reduce((sum, value) => sum + (value - mean) ** 2, 0) / (n - 1)) : null; + const max = ordered[n - 1]; + const meanWithoutLargest = n > 1 ? (total - max) / (n - 1) : null; + return { n, mean, median, min: ordered[0], max, sampleDeviation, + cv: sampleDeviation !== null && mean > 0 ? sampleDeviation / mean : null, + meanMedianRatio: median > 0 ? mean / median : null, + largestShare: total > 0 ? max / total : null, meanWithoutLargest, + largestRemovalDrop: meanWithoutLargest !== null && mean > 0 ? (mean - meanWithoutLargest) / mean : null }; +} + +function calendarDay(value: string | undefined): number | null { + if (!value || !/^\d{4}-\d{2}-\d{2}$/.test(value)) return null; + const time = Date.parse(`${value}T00:00:00Z`); + return Number.isFinite(time) && new Date(time).toISOString().slice(0, 10) === value ? time / 86400000 : null; +} + +/** Latest dated platform MRR per product, never ARR, cash collections or estimates. */ +export function platformIncomeSample(snapshot: ResearchSnapshot, options: { + windowDays: number | null; foundedYear?: number; annualize?: boolean; +}) { + const end = calendarDay(snapshot.asOf); + if (end === null || (options.windowDays !== null && (!Number.isInteger(options.windowDays) || options.windowDays < 0))) + throw new Error("Invalid income sample window"); + const companies = new Map(snapshot.companies.map((company) => [company.id, company])); + const latest = new Map(); + const excluded: { observation: ResearchObservation; reason: string }[] = []; + const candidates = snapshot.observations.filter((o) => o.selection === "platform" && o.metric === "mrr"); + for (const observation of candidates) { + const company = companies.get(observation.company); + const day = calendarDay(observation.observedAt); + let reason = ""; + if (!company || ![2025, 2026].includes(company.year ?? 0)) reason = "创立年份未纳入2025—2026组"; + else if (options.foundedYear && company.year !== options.foundedYear) reason = "不属于所选创立年份"; + else if (observation.origin !== "payment-platform" || observation.unit !== "USD" || observation.bound !== "=" || + observation.comparisonGroup !== "trustmrr-usd-mrr" || !observation.provider || !Number.isFinite(observation.value) || observation.value < 0) + reason = "来源、币种、指标或数值口径不满足条件"; + else if (day === null) reason = "缺少有效数据日期"; + else if (day > end) reason = "数据日期晚于研究截止日"; + else if (options.windowDays !== null && end - day > options.windowDays) reason = "最后同步日期超出所选窗口"; + if (reason) { excluded.push({ observation, reason }); continue; } + const previous = latest.get(observation.company); + if (!previous || observation.observedAt! > previous.observedAt!) { + if (previous) excluded.push({ observation: previous, reason: "同一产品的较早观测" }); + latest.set(observation.company, observation); + } else excluded.push({ observation, reason: "同一产品已选较新或同日观测" }); + } + const points: IncomePoint[] = [...latest.values()].map((observation) => ({ + company: companies.get(observation.company)!, observation, + value: observation.value * (options.annualize ? 12 : 1), + })); + return { points, excluded }; +} + +export function groupIncome(points: IncomePoint[], splitModels = true) { + const groups = new Map(); + for (const point of points) { + const category = point.company.cat; + const provider = point.observation.provider!; + const model = splitModels ? point.company.businessModel ?? "收费模式未核验" : "全部收费模式"; + const key = JSON.stringify([category, provider, model]); + if (!groups.has(key)) groups.set(key, { category, provider, model, points: [] }); + groups.get(key)!.points.push(point); + } + return [...groups.entries()].map(([key, group]) => ({ key, ...group, stats: describeIncome(group.points.map((point) => point.value))! })); +} diff --git a/apps/docs/src/styles/globals.css b/apps/docs/src/styles/globals.css index 9a8beb7..7fc3b38 100644 --- a/apps/docs/src/styles/globals.css +++ b/apps/docs/src/styles/globals.css @@ -1470,3 +1470,13 @@ svg { flex-shrink: 0; } .research-tabs { gap: 16px; } .research-layout .reading-main { padding: 22px 16px 0; } } + +.research-distribution { margin: 24px 0 38px; } +.research-distribution figure { margin: 20px 0; } +.income-distribution-chart { display: block; width: 100%; min-width: 900px; height: auto; } +.income-distribution-chart [role="button"] { cursor: pointer; outline: none; } +.income-distribution-chart [role="button"]:focus circle:last-child { stroke: #b17725; stroke-width: 3; } +.research-distribution figcaption { color: var(--muted); font-size: 11px; line-height: 1.7; margin: 10px 0; } +.income-options { display: flex; flex-wrap: wrap; gap: 18px; margin: 12px 0; font-size: 12px; } +.income-options label { display: flex; gap: 6px; align-items: center; } +.research-distribution details { margin: 16px 0; font-size: 12px; line-height: 1.8; } diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 6e5e61d..ea5cd09 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -5,11 +5,13 @@ import { join } from "node:path"; import { tmpdir } from "node:os"; import seed from "../../../content/research/ai-companies.seed.json"; import coverageAudit from "../../../content/research/ai-companies.coverage.json"; +import incomeReference from "../../../content/research/ai-income-analysis.json"; import { readResearchSnapshot } from "../src/lib/ai-research-store"; import { openSiteDatabase } from "../src/lib/site-database"; import { categorySummary, evidenceUrl, validateResearch, type ResearchSnapshot } from "../src/lib/ai-research"; import { consumeCode, initializeStore } from "../src/lib/auth-store"; import { newAuthConfig } from "../src/lib/auth"; +import { describeIncome, groupIncome, platformIncomeSample } from "../src/lib/research-statistics"; test("research revisions share the authentication database and preserve replay limits", () => { const dir = mkdtempSync(join(tmpdir(), "site-research-")); @@ -21,9 +23,9 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 986); - assert.equal(initial.evidence.length, 1035); - assert.equal(initial.observations.length, 75); + assert.equal(initial.companies.length, 1002); + assert.equal(initial.evidence.length, 1055); + assert.equal(initial.observations.length, 126); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -61,9 +63,10 @@ test("research validation rejects broken evidence and unsafe source links", () = 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), 986); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1002); assert.equal(summary.reduce((n, c) => n + c.self, 0), 8); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); + assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 977); assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown"); assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown"); @@ -110,3 +113,74 @@ test("directory coverage reconciles every candidate and keeps profile-only incom invalid.coverage!.newProfiles += 1; assert.throws(() => validateResearch(invalid), /coverage accounting/); }); + +test("income descriptions report sample dispersion and maximum-value sensitivity", () => { + const stats = describeIncome([100, 200, 300])!; + assert.equal(stats.mean, 200); + assert.equal(stats.median, 200); + assert.equal(stats.sampleDeviation, 100); + assert.equal(stats.cv, .5); + assert.equal(stats.largestShare, .5); + assert.equal(stats.meanWithoutLargest, 150); + assert.equal(stats.largestRemovalDrop, .25); + assert.equal(describeIncome([5])!.cv, null); + assert.equal(describeIncome([0, 0])!.mean, 0, "observed zero is distinct from missing"); + assert.equal(describeIncome([0, 0])!.cv, null); + assert.equal(describeIncome([]), null); + assert.equal(describeIncome([100, NaN]), null); + assert.equal(describeIncome([-1]), null); + assert.ok(describeIncome([1, 2, 100])!.largestRemovalDrop! > .95); +}); + +test("platform samples exclude stale data and keep ARR, estimates and collections separate", () => { + const snapshot = seed as ResearchSnapshot; + const recent = platformIncomeSample(snapshot, { windowDays: 7 }); + assert.equal(recent.points.length, 14); + assert.equal(recent.excluded.length, 3); + assert.ok(recent.points.every((p) => p.observation.metric === "mrr" && p.observation.selection === "platform")); + assert.deepEqual(new Set(recent.excluded.map((p) => p.observation.company)), new Set(["AI016", "MR013", "MR014"])); + assert.ok(recent.points.some((p) => p.company.name === "TrackAI" && p.observation.connectionExpired), "dated recent value is not a claim of active connection"); + const older = platformIncomeSample(snapshot, { windowDays: 90 }); + assert.equal(older.points.length, 15); + assert.ok(older.points.some((p) => p.company.id === "AI016")); + const scaled = platformIncomeSample(snapshot, { windowDays: 7, annualize: true }); + const monthlyGroups = groupIncome(recent.points); + const annualGroups = groupIncome(scaled.points); + for (const group of monthlyGroups) { + const annual = annualGroups.find((g) => g.key === group.key)!; + assert.ok(Math.abs(annual.stats.mean - group.stats.mean * 12) < 1e-6); + if (group.stats.cv !== null) assert.ok(Math.abs(annual.stats.cv! - group.stats.cv) < 1e-10); + } + const invalid = structuredClone(snapshot); + invalid.observations = invalid.observations.filter((o) => o.company === "MR001" && o.metric === "mrr"); + const first = invalid.observations[0]; + invalid.observations.push({ ...first, id: "future", observedAt: "2026-11-01", value: 999999 }); + invalid.observations.push({ ...first, id: "bad-date", observedAt: "2026-02-30", value: 999999 }); + invalid.observations.push({ ...first, id: "currency", unit: "EUR", value: 999999 }); + invalid.observations.push({ ...first, id: "older", observedAt: "2026-10-28", value: 1 }); + const selected = platformIncomeSample(invalid, { windowDays: 7 }); + assert.equal(selected.points.length, 1); + assert.equal(selected.points[0].observation.id, first.id, "bad newer data and older duplicate must not replace latest valid point"); + assert.equal(selected.excluded.length, 4); + assert.throws(() => platformIncomeSample(snapshot, { windowDays: -1 }), /window/); +}); + +test("distribution statistics match independently calculated snapshot references", () => { + const snapshot = seed as ResearchSnapshot; + assert.equal(incomeReference.sourceVersion, snapshot.version); + for (const reference of incomeReference.windows) { + const sample = platformIncomeSample(snapshot, { windowDays: reference.days }); + assert.deepEqual(new Set(sample.points.map((p) => p.company.id)), new Set(reference.products)); + const groups = groupIncome(sample.points); + assert.equal(groups.length, reference.groups.length); + for (const expected of reference.groups) { + const actual = groups.find((g) => g.category === expected.category && g.provider === expected.provider && g.model === expected.model)!; + assert.equal(actual.stats.n, expected.n); + for (const metric of ["mean", "median", "sampleDeviation", "cv", "meanWithoutLargest", "largestRemovalDrop"] as const) { + const value = expected[metric]; + if (value === null) assert.equal(actual.stats[metric], null); + else assert.ok(Math.abs(actual.stats[metric]! - value) < 1e-6, metric); + } + } + } +}); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 235aa4d..60d789d 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-coverage-1", + "version": "2026-10-30-income-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -9,7 +9,10 @@ "新增并购业务、收入声明撤回与第三方后续估算案例；仍未建立同日、同龄、同口径的领域ARR比较组。", "新增目录记录为规则初分，未完成逐家商业与技术核验；原有个案资料与目录基础资料可分别筛选。", "AI关键词可出现在业务背景或介绍中，因此本批筛选结果仍需人工复核，不能当作全部经过验证的AI公司。", - "目录项尚未逐一检索收入；无可用收入数字不代表未披露或零收入。" + "目录项尚未逐一检索收入；无可用收入数字不代表未披露或零收入。", + "新增支付平台产品样本，创立年来自可编辑平台资料，不等于工商注册年份；支付连接不是财务审计。", + "平台MRR与公司披露ARR分开展示；默认7天数据窗口，过期历史值可查看但不充当当期值。", + "产品样本与法律实体未完成去重；均值、CV与最大值敏感性是样本描述，不是行业总体估计或造假概率。" ], "categories": [ { @@ -450,9 +453,11 @@ "sourceType": "公司在YC的自述资料", "pricingEvidence": "E131", "evidenceIds": [ - "E016" + "E016", + "MR-E-superfruits" ], - "revenueStatus": "self" + "revenueStatus": "self", + "businessModel": "软件订阅" }, { "id": "AI017", @@ -27760,6 +27765,408 @@ "Productivity", "Collaboration" ] + }, + { + "id": "MR001", + "name": "Boothie", + "url": "https://trustmrr.com/startup/boothie", + "cat": "C08", + "year": 2026, + "team": null, + "location": "土耳其", + "business": "自拍风格转换与AI照片生成", + "buyer": "个人用户", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2026-06创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2026年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费编辑＋订阅及积分包；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-boothie", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "消费者订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR002", + "name": "White Glove Content", + "url": "https://trustmrr.com/startup/white-glove-content", + "cat": "C08", + "year": 2026, + "team": null, + "location": "美国", + "business": "按订阅交付脚本、配音、剪辑及缩略图成品", + "buyer": "创作者与品牌", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2026-04创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2026年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "按月/年订阅，交付成品视频；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-white-glove-content", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "内容制作服务", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR003", + "name": "Speel.co", + "url": "https://trustmrr.com/startup/speel-co", + "cat": "C08", + "year": 2025, + "team": null, + "location": "法国", + "business": "生成用于广告和社交媒体的UGC风格视频与图片", + "buyer": "品牌与代理机构", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-08创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "分档月订阅；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-speel-co", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR004", + "name": "Laper", + "url": "https://trustmrr.com/startup/laper", + "cat": "C08", + "year": 2025, + "team": null, + "location": "中国香港", + "business": "编剧、分镜与视觉叙事工作软件", + "buyer": "编剧、导演与分镜师", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-09创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "订阅，当前官网套餐未核验；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-laper", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR005", + "name": "GETebook.ai", + "url": "https://trustmrr.com/startup/getebook-ai", + "cat": "C08", + "year": 2025, + "team": null, + "location": "罗马尼亚", + "business": "生成电子书内容、封面及排版并导出", + "buyer": "作者、创作者与营销人员", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-07创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "平台资料称订阅起价29美元/月；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-getebook-ai", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR006", + "name": "TrackAI", + "url": "https://trustmrr.com/startup/trackai", + "cat": "C09", + "year": 2025, + "team": null, + "location": "波兰", + "business": "照片识别食物并记录热量与营养", + "buyer": "个人用户", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-06创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费＋周/月/年订阅；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-trackai", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "消费者订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR007", + "name": "nutrIA（Nutria Inc）", + "url": "https://trustmrr.com/startup/nutria", + "cat": "C09", + "year": 2025, + "team": null, + "location": "智利", + "business": "饮食识别、营养记录与习惯反馈", + "buyer": "个人用户", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-04创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费＋应用内购买；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-nutria", + "MR-METHOD", + "MR-APP-NUTRIA" + ], + "revenueStatus": "platform", + "businessModel": "消费者订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR008", + "name": "Calyra（平台名Nutria 9e3eaa）", + "url": "https://trustmrr.com/startup/nutria-9e3eaa", + "cat": "C09", + "year": 2025, + "team": null, + "location": null, + "business": "AI热量与营养记录", + "buyer": "个人用户", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-07创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费＋应用内购买；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-nutria-9e3eaa", + "MR-METHOD", + "MR-APP-CALYRA" + ], + "revenueStatus": "platform", + "businessModel": "消费者订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR009", + "name": "Verbi", + "url": "https://trustmrr.com/startup/verbi", + "cat": "C09", + "year": 2026, + "team": null, + "location": "加拿大", + "business": "AI语言对话练习", + "buyer": "个人学习者", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2026-04创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2026年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费＋应用内购买；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-verbi", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "消费者订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR010", + "name": "AbMaxx", + "url": "https://trustmrr.com/startup/abmaxx", + "cat": "C09", + "year": 2026, + "team": null, + "location": null, + "business": "AI体态分析与健身计划", + "buyer": "个人用户", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2026-03创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2026年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "订阅与应用内购买；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-abmaxx", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "消费者订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR011", + "name": "traxy.ai", + "url": "https://trustmrr.com/startup/traxy-ai", + "cat": "C06", + "year": 2026, + "team": null, + "location": "美国", + "business": "用社交监听发现销售线索", + "buyer": "B2B销售团队", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2026-01创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2026年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "平台资料称Pro149美元/月，企业询价；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-traxy-ai", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR012", + "name": "NotFair", + "url": "https://trustmrr.com/startup/notfair", + "cat": "C06", + "year": 2026, + "team": null, + "location": "美国", + "business": "AI广告账户分析与经授权执行优化", + "buyer": "企业与代理机构", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2026-04创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2026年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费层＋付费订阅；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-notfair", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR013", + "name": "Adspirer", + "url": "https://trustmrr.com/startup/adspirer", + "cat": "C06", + "year": 2026, + "team": null, + "location": "美国", + "business": "通过对话管理广告投放", + "buyer": "企业与代理机构", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2026-01创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2026年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费层＋分档年订阅；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-adspirer", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR014", + "name": "PROSP", + "url": "https://trustmrr.com/startup/prosp", + "cat": "C06", + "year": 2025, + "team": null, + "location": "法国", + "business": "AI辅助LinkedIn外联", + "buyer": "销售团队与代理机构", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-08创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "分档月订阅；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-prosp", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR015", + "name": "Rank Prompt", + "url": "https://trustmrr.com/startup/rank-prompt", + "cat": "C06", + "year": 2025, + "team": null, + "location": "美国", + "business": "监测与改善品牌在AI搜索中的可见度", + "buyer": "团队与代理机构", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-05创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费报告＋分档订阅；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-rank-prompt", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "MR016", + "name": "ChatSEO", + "url": "https://trustmrr.com/startup/chatseo", + "cat": "C06", + "year": 2025, + "team": null, + "location": "法国", + "business": "AI辅助SEO分析与优化建议", + "buyer": "网站经营者与SEO团队", + "delivery": "平台记录存在付费订阅；效果与留存未独立验证", + "notes": "产品/业务样本，法律主体未核验。平台资料称2025-11创立，非工商确认日期。简介、定价、人数与利润可能由经营者填写；支付连接只为收入指标提供交叉信号。", + "cohort": "2025年创立（平台资料）", + "teamBasis": "本轮未将平台人数范围或经营者自述转换成精确员工数", + "price": "免费体验＋订阅，官网价格待核验；仅平台资料，不代表已核验当期官网价格", + "stage": "平台有支付数据，商业效果与成本待核验", + "sourceType": "平台支付连接指标＋经营者可编辑简介", + "evidenceIds": [ + "MR-E-chatseo", + "MR-METHOD" + ], + "revenueStatus": "platform", + "businessModel": "软件订阅", + "entityBasis": "产品或业务，法律主体未核验" } ], "observations": [ @@ -28887,6 +29294,992 @@ "reason": "声明失效，见E100；不能进入均值或图中有效收入信号", "bound": "≈", "comparisonGroup": null + }, + { + "id": "MR-O-boothie-mrr", + "company": "MR001", + "name": "Boothie", + "kind": "平台MRR", + "value": 53101, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:15 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-boothie", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-boothie-revenue-30d", + "company": "MR001", + "name": "Boothie", + "kind": "平台近30日收入", + "value": 52955, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:15 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-boothie", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-white-glove-content-mrr", + "company": "MR002", + "name": "White Glove Content", + "kind": "平台MRR", + "value": 62423, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:08 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-white-glove-content", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-white-glove-content-revenue-30d", + "company": "MR002", + "name": "White Glove Content", + "kind": "平台近30日收入", + "value": 66934, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:08 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-white-glove-content", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-speel-co-mrr", + "company": "MR003", + "name": "Speel.co", + "kind": "平台MRR", + "value": 65381, + "unit": "USD", + "timing": "平台最后同步2026-10-29 02:31 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-speel-co", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-speel-co-revenue-30d", + "company": "MR003", + "name": "Speel.co", + "kind": "平台近30日收入", + "value": 1764, + "unit": "USD", + "timing": "平台最后同步2026-10-29 02:31 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-speel-co", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-laper-mrr", + "company": "MR004", + "name": "Laper", + "kind": "平台MRR", + "value": 49069, + "unit": "USD", + "timing": "平台最后同步2026-10-29 02:39 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-laper", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-laper-revenue-30d", + "company": "MR004", + "name": "Laper", + "kind": "平台近30日收入", + "value": 52365, + "unit": "USD", + "timing": "平台最后同步2026-10-29 02:39 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-laper", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-getebook-ai-mrr", + "company": "MR005", + "name": "GETebook.ai", + "kind": "平台MRR", + "value": 10629, + "unit": "USD", + "timing": "平台最后同步2026-10-29 03:25 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-getebook-ai", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-getebook-ai-revenue-30d", + "company": "MR005", + "name": "GETebook.ai", + "kind": "平台近30日收入", + "value": 37341, + "unit": "USD", + "timing": "平台最后同步2026-10-29 03:25 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-getebook-ai", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-trackai-mrr", + "company": "MR006", + "name": "TrackAI", + "kind": "平台MRR", + "value": 19437, + "unit": "USD", + "timing": "平台最后同步2026-10-27；2026-10-30读取，时区未注明", + "evidence": "MR-E-trackai", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-27", + "provider": "RevenueCat", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-trackai-revenue-30d", + "company": "MR006", + "name": "TrackAI", + "kind": "平台近30日收入", + "value": 19541, + "unit": "USD", + "timing": "平台最后同步2026-10-27；2026-10-30读取，时区未注明", + "evidence": "MR-E-trackai", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-27", + "provider": "RevenueCat", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-nutria-mrr", + "company": "MR007", + "name": "nutrIA（Nutria Inc）", + "kind": "平台MRR", + "value": 18198, + "unit": "USD", + "timing": "平台最后同步2026-10-29 03:35 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-nutria", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-nutria-revenue-30d", + "company": "MR007", + "name": "nutrIA（Nutria Inc）", + "kind": "平台近30日收入", + "value": 37377, + "unit": "USD", + "timing": "平台最后同步2026-10-29 03:35 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-nutria", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-nutria-9e3eaa-mrr", + "company": "MR008", + "name": "Calyra（平台名Nutria 9e3eaa）", + "kind": "平台MRR", + "value": 46562, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:31 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-nutria-9e3eaa", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-nutria-9e3eaa-revenue-30d", + "company": "MR008", + "name": "Calyra（平台名Nutria 9e3eaa）", + "kind": "平台近30日收入", + "value": 74339, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:31 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-nutria-9e3eaa", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-verbi-mrr", + "company": "MR009", + "name": "Verbi", + "kind": "平台MRR", + "value": 22066, + "unit": "USD", + "timing": "平台最后同步2026-10-29 05:48 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-verbi", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-verbi-revenue-30d", + "company": "MR009", + "name": "Verbi", + "kind": "平台近30日收入", + "value": 32324, + "unit": "USD", + "timing": "平台最后同步2026-10-29 05:48 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-verbi", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-abmaxx-mrr", + "company": 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"origin": "payment-platform" + }, + { + "id": "MR-O-traxy-ai-mrr", + "company": "MR011", + "name": "traxy.ai", + "kind": "平台MRR", + "value": 52438, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:14 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-traxy-ai", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-traxy-ai-revenue-30d", + "company": "MR011", + "name": "traxy.ai", + "kind": "平台近30日收入", + "value": 57174, + "unit": "USD", + "timing": "平台最后同步2026-10-29 06:14 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-traxy-ai", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-notfair-mrr", + "company": "MR012", + "name": "NotFair", + "kind": "平台MRR", + "value": 13376, + "unit": "USD", + "timing": "平台最后同步2026-10-29 04:24 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-notfair", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-notfair-revenue-30d", + "company": "MR012", + "name": "NotFair", + "kind": "平台近30日收入", + "value": 16441, + "unit": "USD", + "timing": "平台最后同步2026-10-29 04:24 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-notfair", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-adspirer-mrr", + "company": "MR013", + "name": "Adspirer", + "kind": "平台MRR", + "value": 54684, + "unit": "USD", + "timing": "平台最后同步2026-06-29；2026-10-30读取，时区未注明", + "evidence": "MR-E-adspirer", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-06-29", + "provider": "Stripe", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-adspirer-revenue-30d", + "company": "MR013", + "name": "Adspirer", + "kind": "平台近30日收入", + "value": 70229, + "unit": "USD", + "timing": "平台最后同步2026-06-29；2026-10-30读取，时区未注明", + "evidence": "MR-E-adspirer", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-06-29", + "provider": "Stripe", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-prosp-mrr", + "company": "MR014", + "name": "PROSP", + "kind": "平台MRR", + "value": 128005, + "unit": "USD", + "timing": "平台最后同步2026-02-05；2026-10-30读取，时区未注明", + "evidence": "MR-E-prosp", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-02-05", + "provider": "Stripe", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-prosp-revenue-30d", + "company": "MR014", + "name": "PROSP", + "kind": "平台近30日收入", + "value": 98483, + "unit": "USD", + "timing": "平台最后同步2026-02-05；2026-10-30读取，时区未注明", + "evidence": "MR-E-prosp", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-02-05", + "provider": "Stripe", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-rank-prompt-mrr", + "company": "MR015", + "name": "Rank Prompt", + "kind": "平台MRR", + "value": 40112, + "unit": "USD", + "timing": "平台最后同步2026-10-29 04:33 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-rank-prompt", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-rank-prompt-revenue-30d", + "company": "MR015", + "name": "Rank Prompt", + "kind": "平台近30日收入", + "value": 52297, + "unit": "USD", + "timing": "平台最后同步2026-10-29 04:33 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-rank-prompt", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-chatseo-mrr", + "company": "MR016", + "name": "ChatSEO", + "kind": "平台MRR", + "value": 33334, + "unit": "USD", + "timing": "平台最后同步2026-10-29 02:39 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-chatseo", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-chatseo-revenue-30d", + "company": "MR016", + "name": "ChatSEO", + "kind": "平台近30日收入", + "value": 48852, + "unit": "USD", + "timing": "平台最后同步2026-10-29 02:39 PM；2026-10-30读取，时区未注明", + "evidence": "MR-E-chatseo", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-10-29", + "provider": "Stripe", + "connectionExpired": false, + "origin": "payment-platform" + }, + { + "id": "MR-O-superfruits-mrr", + "company": "AI016", + "name": "Gojiberry AI", + "kind": "平台MRR", + "value": 424368, + "unit": "USD", + "timing": "平台最后同步2026-08-14；2026-10-30读取，时区未注明", + "evidence": "MR-E-superfruits", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-mrr", + "metric": "mrr", + "observedAt": "2026-08-14", + "provider": "Stripe", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-superfruits-revenue-30d", + "company": "AI016", + "name": "Gojiberry AI", + "kind": "平台近30日收入", + "value": 407199, + "unit": "USD", + "timing": "平台最后同步2026-08-14；2026-10-30读取，时区未注明", + "evidence": "MR-E-superfruits", + "scope": "产品/业务，法律主体未核验", + "selection": "platform", + "reason": "保留平台显示取整值；MRR不等于近30日收款，MRR×12不是已审计ARR。", + "bound": "=", + "comparisonGroup": "trustmrr-usd-revenue-30d", + "metric": "revenue-30d", + "observedAt": "2026-08-14", + "provider": "Stripe", + "connectionExpired": true, + "origin": "payment-platform" + }, + { + "id": "MR-O-boothie-subscriptions", + "company": "MR001", + "name": "Boothie", + "kind": "平台活跃订阅数", + "value": 2240, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 06:15 PM；时区未注明", + "evidence": "MR-E-boothie", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "origin": "payment-platform" + }, + { + "id": "MR-O-white-glove-content-subscriptions", + "company": "MR002", + "name": "White Glove Content", + "kind": "平台活跃订阅数", + "value": 516, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 06:08 PM；时区未注明", + "evidence": "MR-E-white-glove-content", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-speel-co-subscriptions", + "company": "MR003", + "name": "Speel.co", + "kind": "平台活跃订阅数", + "value": 1099, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 02:31 PM；时区未注明", + "evidence": "MR-E-speel-co", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-laper-subscriptions", + "company": "MR004", + "name": "Laper", + "kind": "平台活跃订阅数", + "value": 1510, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 02:39 PM；时区未注明", + "evidence": "MR-E-laper", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-getebook-ai-subscriptions", + "company": "MR005", + "name": "GETebook.ai", + "kind": "平台活跃订阅数", + "value": 223, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 03:25 PM；时区未注明", + "evidence": "MR-E-getebook-ai", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-trackai-subscriptions", + "company": "MR006", + "name": "TrackAI", + "kind": "平台活跃订阅数", + "value": 5160, + "unit": "份订阅", + "timing": "平台最后同步2026-10-27；时区未注明", + "evidence": "MR-E-trackai", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-27", + "provider": "RevenueCat", + "origin": "payment-platform" + }, + { + "id": "MR-O-nutria-subscriptions", + "company": "MR007", + "name": "nutrIA（Nutria Inc）", + "kind": "平台活跃订阅数", + "value": 5896, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 03:35 PM；时区未注明", + "evidence": "MR-E-nutria", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "origin": "payment-platform" + }, + { + "id": "MR-O-nutria-9e3eaa-subscriptions", + "company": "MR008", + "name": "Calyra（平台名Nutria 9e3eaa）", + "kind": "平台活跃订阅数", + "value": 15352, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 06:31 PM；时区未注明", + "evidence": "MR-E-nutria-9e3eaa", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "origin": "payment-platform" + }, + { + "id": "MR-O-verbi-subscriptions", + "company": "MR009", + "name": "Verbi", + "kind": "平台活跃订阅数", + "value": 4796, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 05:48 PM；时区未注明", + "evidence": "MR-E-verbi", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "origin": "payment-platform" + }, + { + "id": "MR-O-abmaxx-subscriptions", + "company": "MR010", + "name": "AbMaxx", + "kind": "平台活跃订阅数", + "value": 5634, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 04:47 PM；时区未注明", + "evidence": "MR-E-abmaxx", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "RevenueCat", + "origin": "payment-platform" + }, + { + "id": "MR-O-traxy-ai-subscriptions", + "company": "MR011", + "name": "traxy.ai", + "kind": "平台活跃订阅数", + "value": 242, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 06:14 PM；时区未注明", + "evidence": "MR-E-traxy-ai", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-notfair-subscriptions", + "company": "MR012", + "name": "NotFair", + "kind": "平台活跃订阅数", + "value": 113, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 04:24 PM；时区未注明", + "evidence": "MR-E-notfair", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-adspirer-subscriptions", + "company": "MR013", + "name": "Adspirer", + "kind": "平台活跃订阅数", + "value": 742, + "unit": "份订阅", + "timing": "平台最后同步2026-06-29；时区未注明", + "evidence": "MR-E-adspirer", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-06-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-prosp-subscriptions", + "company": "MR014", + "name": "PROSP", + "kind": "平台活跃订阅数", + "value": 1108, + "unit": "份订阅", + "timing": "平台最后同步2026-02-05；时区未注明", + "evidence": "MR-E-prosp", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-02-05", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-rank-prompt-subscriptions", + "company": "MR015", + "name": "Rank Prompt", + "kind": "平台活跃订阅数", + "value": 213, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 04:33 PM；时区未注明", + "evidence": "MR-E-rank-prompt", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-chatseo-subscriptions", + "company": "MR016", + "name": "ChatSEO", + "kind": "平台活跃订阅数", + "value": 750, + "unit": "份订阅", + "timing": "平台最后同步2026-10-29 02:39 PM；时区未注明", + "evidence": "MR-E-chatseo", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-10-29", + "provider": "Stripe", + "origin": "payment-platform" + }, + { + "id": "MR-O-superfruits-subscriptions", + "company": "AI016", + "name": "Gojiberry AI", + "kind": "平台活跃订阅数", + "value": 3944, + "unit": "份订阅", + "timing": "平台最后同步2026-08-14；时区未注明", + "evidence": "MR-E-superfruits", + "scope": "产品/业务，未去重客户或法律主体", + "selection": "adoption", + "reason": "平台订阅数不等于独立付费客户数；不据此直接计算客户ARPU。", + "bound": "=", + "comparisonGroup": null, + "observedAt": "2026-08-14", + "provider": "Stripe", + "origin": "payment-platform" } ], "evidence": [ @@ -40274,6 +41667,226 @@ "kind": "候选发现范围", "summary": "以非官方镜像中2025—2026八个YC批次为候选池，再读取对应官方公司页面的成立年份、团队人数与业务字段。", "limitation": "只覆盖该候选池公开页面，不能称全球全部AI公司；AI关键词命中与业务规则初分不是独立验证。" + }, + { + "id": "MR-E-boothie", + "companyId": "MR001", + "title": "Boothie · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/boothie", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 53,101美元、近30日收入 52,955美元；最后同步日期2026-10-29，来源标记为RevenueCat。 平台另显示2,240份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-white-glove-content", + "companyId": "MR002", + "title": "White Glove Content · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/white-glove-content", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 62,423美元、近30日收入 66,934美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示516份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-speel-co", + "companyId": "MR003", + "title": "Speel.co · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/speel-co", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 65,381美元、近30日收入 1,764美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示1,099份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-laper", + "companyId": "MR004", + "title": "Laper · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/laper", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 49,069美元、近30日收入 52,365美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示1,510份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-getebook-ai", + "companyId": "MR005", + "title": "GETebook.ai · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/getebook-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 10,629美元、近30日收入 37,341美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示223份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-trackai", + "companyId": "MR006", + "title": "TrackAI · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/trackai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 19,437美元、近30日收入 19,541美元；最后同步日期2026-10-27，来源标记为RevenueCat。页面提示连接已过期。 平台另显示5,160份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-nutria", + "companyId": "MR007", + "title": "nutrIA（Nutria Inc） · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/nutria", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 18,198美元、近30日收入 37,377美元；最后同步日期2026-10-29，来源标记为RevenueCat。 平台另显示5,896份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-nutria-9e3eaa", + "companyId": "MR008", + "title": "Calyra（平台名Nutria 9e3eaa） · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/nutria-9e3eaa", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 46,562美元、近30日收入 74,339美元；最后同步日期2026-10-29，来源标记为RevenueCat。 平台另显示15,352份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-verbi", + "companyId": "MR009", + "title": "Verbi · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/verbi", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 22,066美元、近30日收入 32,324美元；最后同步日期2026-10-29，来源标记为RevenueCat。 平台另显示4,796份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-abmaxx", + "companyId": "MR010", + "title": "AbMaxx · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/abmaxx", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 20,483美元、近30日收入 42,064美元；最后同步日期2026-10-29，来源标记为RevenueCat。 平台另显示5,634份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-traxy-ai", + "companyId": "MR011", + "title": "traxy.ai · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/traxy-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 52,438美元、近30日收入 57,174美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示242份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-notfair", + "companyId": "MR012", + "title": "NotFair · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/notfair", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 13,376美元、近30日收入 16,441美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示113份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-adspirer", + "companyId": "MR013", + "title": "Adspirer · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/adspirer", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 54,684美元、近30日收入 70,229美元；最后同步日期2026-06-29，来源标记为Stripe。页面提示连接已过期。 平台另显示742份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-prosp", + "companyId": "MR014", + "title": "PROSP · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/prosp", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 128,005美元、近30日收入 98,483美元；最后同步日期2026-02-05，来源标记为Stripe。页面提示连接已过期。 平台另显示1,108份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-rank-prompt", + "companyId": "MR015", + "title": "Rank Prompt · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/rank-prompt", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 40,112美元、近30日收入 52,297美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示213份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-chatseo", + "companyId": "MR016", + "title": "ChatSEO · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/chatseo", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 33,334美元、近30日收入 48,852美元；最后同步日期2026-10-29，来源标记为Stripe。 平台另显示750份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-E-superfruits", + "companyId": "AI016", + "title": "Gojiberry AI · TrustMRR公开资料", + "url": "https://trustmrr.com/startup/superfruits", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "支付平台连接数据", + "summary": "页面MRR 424,368美元、近30日收入 407,199美元；最后同步日期2026-08-14，来源标记为Stripe。页面提示连接已过期。 平台另显示3,944份活跃订阅。", + "limitation": "显示值为平台重建指标，非财务审计；同步时间的时区未注明。成立年份、简介和收费信息可能由经营者填写。产品不必对应独立法律实体。" + }, + { + "id": "MR-METHOD", + "companyId": null, + "title": "TrustMRR 指标与资料字段说明", + "url": "https://trustmrr.com/faq", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "平台方法说明", + "summary": "平台称从支付来源同步并重建MRR等指标；退款、试用、折算等处理可能导致与支付商后台存在差异。简介与经营信息可由经营者编辑。", + "limitation": "平台核验不是审计，不证明全部公司收入、利润、客户质量或成立时间；样本由公开展示意愿与平台筛选影响。" + }, + { + "id": "MR-APP-NUTRIA", + "companyId": "MR007", + "title": "应用商店身份交叉核验", + "url": "https://apps.apple.com/us/app/nutria-come-mejor-cada-d%C3%ADa/id6744851977", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "应用身份核验", + "summary": "核对应用商店ID，区分两个名称相近的营养应用。", + "limitation": "商店页面不能验证TrustMRR收入，未把应用评级或下载量视作收入。" + }, + { + "id": "MR-APP-CALYRA", + "companyId": "MR008", + "title": "应用商店身份交叉核验", + "url": "https://apps.apple.com/us/app/calyra-ai-calorie-tracker/id6748324995", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "应用身份核验", + "summary": "核对应用商店ID，区分两个名称相近的营养应用。", + "limitation": "商店页面不能验证TrustMRR收入，未把应用评级或下载量视作收入。" } ], "reviews": [ @@ -40505,6 +42118,51 @@ "YC-COVERAGE" ], "handling": "目录记录与原有个案研究分开筛选。未确认AI业务、年份不符、日期冲突不作为本批新增；收入保持未核验，不记为零。" + }, + { + "id": "MR-R-METHOD", + "type": "指标口径与自选样本", + "company": "支付平台样本", + "summary": "按平台MRR独立比较，保留支付来源与数据日期；不与公司ARR混算。", + "evidenceIds": [ + "MR-METHOD" + ], + "handling": "默认取读取日前7天内最后同步的USD MRR；按类别及支付来源分组；列出样本量、均值、中位数、样本CV与去除最大值后的敏感性。统计仅描述本次产品样本，不推断行业分布或造假概率。" + }, + { + "id": "MR-R-STALE", + "type": "数据已停止同步", + "company": "Gojiberry / PROSP / Adspirer / TrackAI", + "summary": "部分连接已过期；前三项最后同步距读取日超过7天，TrackAI最后同步为10月27日。", + "evidenceIds": [ + "MR-E-superfruits", + "MR-E-prosp", + "MR-E-adspirer", + "MR-E-trackai" + ], + "handling": "按最后同步日期筛选，不以网页访问日期刷新收入时间；连接过期标记保留。TrackAI的历史点仍在7天窗口内，不能声称连接当前有效。" + }, + { + "id": "MR-R-IDENTITY", + "type": "同名与主体口径", + "company": "nutrIA / Calyra", + "summary": "两个营养应用的App Store ID不同，分别建档。", + "evidenceIds": [ + "MR-APP-NUTRIA", + "MR-APP-CALYRA" + ], + "handling": "产品/业务作为观测单位；未确认法律主体独立性，因此不把它们称作已去重的独立公司财报样本。" + }, + { + "id": "MR-R-CASH", + "type": "MRR与收款差异", + "company": "Speel.co", + "summary": "同一页面显示MRR 65,381美元、近30日收入1,764美元；两者属于不同指标。", + "evidenceIds": [ + "MR-E-speel-co", + "MR-METHOD" + ], + "handling": "保留原值供核查账期、年付、退款与平台算法；不擅自纠正、不据差异判假，也不为改变统计结果而排除此点。" } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json new file mode 100644 index 0000000..f78cc13 --- /dev/null +++ b/content/research/ai-income-analysis.json @@ -0,0 +1,221 @@ +{ + "sourceVersion": "2026-10-30-income-1", + "asOf": "2026-10-30", + "metric": "platform-mrr-usd", + "sampleUnit": "product-or-business", + "note": "独立Python复算参考值，仅验证样本计算；不是行业估计或财务审计。", + "windows": [ + { + "days": 7, + "products": [ + "MR001", + "MR002", + "MR003", + "MR004", + "MR005", + "MR006", + "MR007", + "MR008", + "MR009", + "MR010", + "MR011", + "MR012", + "MR015", + "MR016" + ], + "groups": [ + { + "category": "C06", + "provider": "Stripe", + "model": "软件订阅", + "products": [ + "MR011", + "MR012", + "MR015", + "MR016" + ], + "n": 4, + "mean": 34815.0, + "median": 36723.0, + "sampleDeviation": 16334.54845820151, + "cv": 0.46918134304758036, + "meanWithoutLargest": 28940.666666666668, + "largestRemovalDrop": 0.16872995356407675 + }, + { + "category": "C08", + "provider": "RevenueCat", + "model": "消费者订阅", + "products": [ + "MR001" + ], + "n": 1, + "mean": 53101.0, + "median": 53101, + "sampleDeviation": null, + "cv": null, + "meanWithoutLargest": null, + "largestRemovalDrop": null + }, + { + "category": "C08", + "provider": "Stripe", + "model": "内容制作服务", + "products": [ + "MR002" + ], + "n": 1, + "mean": 62423.0, + "median": 62423, + "sampleDeviation": null, + "cv": null, + "meanWithoutLargest": null, + "largestRemovalDrop": null + }, + { + "category": "C08", + "provider": "Stripe", + "model": "软件订阅", + "products": [ + "MR003", + "MR004", + "MR005" + ], + "n": 3, + "mean": 41693.0, + "median": 49069, + "sampleDeviation": 28111.375064197768, + "cv": 0.6742468775141575, + "meanWithoutLargest": 29849.0, + "largestRemovalDrop": 0.2840764636749574 + }, + { + "category": "C09", + "provider": "RevenueCat", + "model": "消费者订阅", + "products": [ + "MR006", + "MR007", + "MR008", + "MR009", + "MR010" + ], + "n": 5, + "mean": 25349.2, + "median": 20483, + "sampleDeviation": 11942.947278624319, + "cv": 0.4711370488466823, + "meanWithoutLargest": 20046.0, + "largestRemovalDrop": 0.20920581320120557 + } + ] + }, + { + "days": 90, + "products": [ + "MR001", + "MR002", + "MR003", + "MR004", + "MR005", + "MR006", + "MR007", + "MR008", + "MR009", + "MR010", + "MR011", + "MR012", + "MR015", + "MR016", + "AI016" + ], + "groups": [ + { + "category": "C06", + "provider": "Stripe", + "model": "软件订阅", + "products": [ + "MR011", + "MR012", + "MR015", + "MR016", + "AI016" + ], + "n": 5, + "mean": 112725.6, + "median": 40112, + "sampleDeviation": 174786.78744916618, + "cv": 1.5505509613536426, + "meanWithoutLargest": 34815.0, + "largestRemovalDrop": 0.6911526751687284 + }, + { + "category": "C08", + "provider": "RevenueCat", + "model": "消费者订阅", + "products": [ + "MR001" + ], + "n": 1, + "mean": 53101.0, + "median": 53101, + "sampleDeviation": null, + "cv": null, + "meanWithoutLargest": null, + "largestRemovalDrop": null + }, + { + "category": "C08", + "provider": "Stripe", + "model": "内容制作服务", + "products": [ + "MR002" + ], + "n": 1, + "mean": 62423.0, + "median": 62423, + 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=?UTF-8?q?=E7=AE=80=E4=BB=8B=E5=A4=8D=E6=A0=B862=E6=9D=A1AI=E5=85=AC?= =?UTF-8?q?=E5=8F=B8=E4=B8=9A=E5=8A=A1=E5=88=86=E7=B1=BB?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 4 +- content/research/ai-companies.seed.json | 622 +++++++++++------------ content/research/ai-income-analysis.json | 2 +- 3 files changed, 315 insertions(+), 313 deletions(-) diff --git a/README.md b/README.md index 9d9c97d..dcbd327 100644 --- a/README.md +++ b/README.md @@ -128,7 +128,9 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 新增业务分类优先匹配主营简介，再参考目录标签；未匹配者进入待分类组。 初分规则位于 `scripts/classify-ai-profiles.py`，只生成待评审标签，不执行抓取或构建。 -所有新增项均标注规则初分，保留 `classificationBasis` 和 `directoryTags` 供复核。 +目录基础项保留 `classificationBasis` 和 `directoryTags` 供复核。 +其中62条原待分类记录已按YC官方长简介人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； +仍有62条待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 AI 关键词可能出现在业务背景中，收入、买家和交付状态仍须逐家深查，不能把目录项的未知收入当作未披露。 界面支持按资料深度、记录团队规模筛选；证据列表每页 30 条，避免一次渲染全部来源。 diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 60d789d..f385e58 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-income-1", + "version": "2026-10-30-classification-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -1580,14 +1580,14 @@ "id": "YC30086", "name": "Autumn", "url": "https://www.ycombinator.com/companies/autumn", - "cat": "C00", + "cat": "C05", "year": 2025, "team": 5, "location": "London, United Kingdom", "business": "公司简介：Billing infrastructure for AI", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1598,7 +1598,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：管理Stripe计费、用量和客户权限，主营为企业收费运营基础设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -3308,14 +3308,14 @@ "id": "YC30400", "name": "Plexe", "url": "https://www.ycombinator.com/companies/plexe", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 2, "location": "London, United Kingdom", "business": "公司简介：Open-source agents to build predictive ML models from a prompt", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -3326,7 +3326,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：从问题描述训练、评估并部署预测ML模型，主营模型构建基础设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "Data Science", @@ -3880,14 +3880,14 @@ "id": "YC30435", "name": "Method", "url": "https://www.ycombinator.com/companies/method", - "cat": "C00", + "cat": "C04", "year": 2025, "team": 1, "location": "New York City, NY", "business": "公司简介：Agents that improve", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -3898,7 +3898,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：把重复工作变成编码Agent可运行和改进的工作流，面向开发流程。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -4167,14 +4167,14 @@ "id": "YC30457", "name": "Trapeze", "url": "https://www.ycombinator.com/companies/trapeze", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 2, "location": "New York City, NY", "business": "公司简介：AI-native Zocdoc", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -4185,7 +4185,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为医生接听患者电话并安排就诊，服务医疗机构流程。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -4447,14 +4447,14 @@ "id": "YC30471", "name": "Kaizen", "url": "https://www.ycombinator.com/companies/kaizen", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 6, "location": "San Francisco", "business": "公司简介：Automate anything on the web.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -4465,7 +4465,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：处理医疗转诊、保险核验、预授权与医师资质，面向医疗服务商。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -5644,14 +5644,14 @@ "id": "YC30559", "name": "Godela", "url": "https://www.ycombinator.com/companies/godela", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 10, "location": "San Francisco", "business": "公司简介：AI Physics Engine to replace simulations and prototypes", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -5662,7 +5662,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：用AI物理引擎替代工程仿真和实体原型，面向实体产品研发。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Hard Tech", "Hardware", @@ -5734,14 +5734,14 @@ "id": "YC30566", "name": "Preseen", "url": "https://www.ycombinator.com/companies/preseen", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 1, "location": "San Francisco", "business": "公司简介：The AI forecasting company for global macro events.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -5752,7 +5752,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：预测全球宏观事件，属于专业预测决策应用；具体买家尚待核实。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -5955,14 +5955,14 @@ "id": "YC30607", "name": "The Prompting Company", "url": "https://www.ycombinator.com/companies/the-prompting-company", - "cat": "C00", + "cat": "C06", "year": 2025, "team": 7, "location": "San Francisco", "business": "公司简介：We help products get discovered & used by AI agents.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -5973,7 +5973,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：帮助产品被AI发现和推荐，并测试代理使用体验，主营获客及产品曝光。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -6602,14 +6602,14 @@ "id": "YC30644", "name": "Wafer", "url": "https://www.ycombinator.com/companies/wafer", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 15, "location": "San Francisco", "business": "公司简介：AI that makes AI fast", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -6620,7 +6620,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：优化GPU内核并提供模型推理服务，主营模型执行性能。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -7175,14 +7175,14 @@ "id": "YC30672", "name": "Induction Labs", "url": "https://www.ycombinator.com/companies/induction-labs", - "cat": "C00", + "cat": "C01", "year": 2025, "team": null, "location": "San Francisco", "business": "公司简介：Building intellectually curious AI", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -7193,7 +7193,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：研发能从观察持续学习的基础模型，属于模型研究。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Deep Learning", "Hard Tech", @@ -7568,14 +7568,14 @@ "id": "YC30690", "name": "Flai", "url": "https://www.ycombinator.com/companies/flai", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 40, "location": "San Francisco", "business": "公司简介：We Bring Customers to Your Dealership", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -7586,7 +7586,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为汽车经销商处理来电、试驾和售后预约，属于行业专用运营应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -9283,14 +9283,14 @@ "id": "YC30795", "name": "NOSO LABS", "url": "https://www.ycombinator.com/companies/noso-labs", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 6, "location": "San Francisco", "business": "公司简介：AGI for home service", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -9301,7 +9301,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：协助上门服务技师诊断、销售与文书处理，面向特定服务行业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -9310,14 +9310,14 @@ "id": "YC30796", "name": "Sapien", "url": "https://www.ycombinator.com/companies/outrove", - "cat": "C00", + "cat": "C05", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：Synthetic populations for decisions", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -9328,7 +9328,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：模拟人群反应供企业及政府评估产品、价格和政策，主营通用决策研究。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -9590,14 +9590,14 @@ "id": "YC30832", "name": "F2", "url": "https://www.ycombinator.com/companies/f2", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 15, "location": "New York City, NY", "business": "公司简介：The AI platform for private markets investors", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -9608,7 +9608,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为私募投资者做尽调、承销及组合监控，属于专业金融应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -9822,14 +9822,14 @@ "id": "YC30858", "name": "Deeptrace", "url": "https://www.ycombinator.com/companies/deeptrace", - "cat": "C00", + "cat": "C04", "year": 2025, "team": 4, "location": "San Francisco", "business": "公司简介：AI agents for on-call", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -9840,7 +9840,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：调查并解决生产告警与根因，属于软件运维工作。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -9875,14 +9875,14 @@ "id": "YC30860", "name": "Alt-X", "url": "https://www.ycombinator.com/companies/alt-x", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 2, "location": "Los Angeles, CA", "business": "公司简介：Building the best venue for private markets exposure.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -9893,7 +9893,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：以AI处理私募资产尽调、估值、匹配与交易，属于金融市场应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -10139,14 +10139,14 @@ "id": "YC30871", "name": "Bron", "url": "https://www.ycombinator.com/companies/bron", - "cat": "C00", + "cat": "C09", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：TikTok for Sports Betting", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -10157,7 +10157,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：面向个人推荐体育投注并辅助下单，属于消费者应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Sports Tech", "Analytics", @@ -10337,14 +10337,14 @@ "id": "YC30880", "name": "Nessie", "url": "https://www.ycombinator.com/companies/nessie", - "cat": "C00", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：The shared context layer for recursive companies.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -10355,21 +10355,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：汇集团队及Agent上下文并通过CLI与MCP提供记忆和迭代能力，主营Agent上下文设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC30882", "name": "AtlasGrid", "url": "https://www.ycombinator.com/companies/atlasgrid", - "cat": "C00", + "cat": "C04", "year": 2025, "team": 6, "location": "San Francisco", "business": "公司简介：Accelerate Product Iteration", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -10380,7 +10380,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：解析移动应用UI并生成产品改进建议，属于软件产品研发工具。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -11064,14 +11064,14 @@ "id": "YC30923", "name": "Frontier Computing", "url": "https://www.ycombinator.com/companies/frontier-computing", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 3, "location": "London, United Kingdom", "business": "公司简介：Frontier grows scalable biological brains as an ML training substrate", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -11082,7 +11082,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：培养生物神经网络作为模型训练计算基底，主营新型训练算力。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Hard Tech", "Hardware", @@ -11262,14 +11262,14 @@ "id": "YC30931", "name": "Pixley AI", "url": "https://www.ycombinator.com/companies/pixley-ai", - "cat": "C00", + "cat": "C08", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：The first platform where families can create AI cartoons in minutes", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -11280,7 +11280,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：把儿童绘画和构想生成动画，同时提供品牌视频服务，主营内容创作。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI-Enhanced Learning", "Generative AI", @@ -11492,14 +11492,14 @@ "id": "YC30948", "name": "Lua Global Inc", "url": "https://www.ycombinator.com/companies/lua-global-inc", - "cat": "C00", + "cat": "C03", "year": 2025, "team": 5, "location": "London, United Kingdom", "business": "公司简介：The mid-market agent platform", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -11510,7 +11510,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：向开发机构和企业提供Agent部署运行平台，主营Agent运行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -11747,14 +11747,14 @@ "id": "YC30963", "name": "Teaflask", "url": "https://www.ycombinator.com/companies/teaflask", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", "business": "公司简介：Make your product AI native by tomorrow.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -11765,7 +11765,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为SaaS嵌入Agent并处理运行恢复、扩缩容和护栏，主营Agent开发设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -12579,14 +12579,14 @@ "id": "YC31036", "name": "Mantis", "url": "https://www.ycombinator.com/companies/mantis", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 3, "location": "New York City, NY", "business": "公司简介：Digital Twins of humans", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -12597,7 +12597,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：将语言模型与高保真物理仿真结合构建人类行为数字孪生，属于实体仿真。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -12714,14 +12714,14 @@ "id": "YC31063", "name": "Clara", "url": "https://www.ycombinator.com/companies/clara-2", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 9, "location": "San Francisco", "business": "公司简介：AI primary care doctor", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -12732,7 +12732,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：提供有人工医生审核的AI基层医疗及健康服务，属于医疗应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -12768,14 +12768,14 @@ "id": "YC31066", "name": "Payna", "url": "https://www.ycombinator.com/companies/payna", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：AI Licensing Agent for Regulated Industries", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -12786,7 +12786,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为受监管企业处理许可申请、续期和监管沟通，属于专业合规应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -12936,14 +12936,14 @@ "id": "YC31087", "name": "Lucent", "url": "https://www.ycombinator.com/companies/lucent", - "cat": "C00", + "cat": "C04", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：AI that automatically improves products from user behavior", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -12954,7 +12954,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：分析用户会话并发现软件缺陷和交互问题，属于软件产品研发。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -13071,14 +13071,14 @@ "id": "YC31100", "name": "Sentrial", "url": "https://www.ycombinator.com/companies/sentrial", - "cat": "C00", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：Datadog for Agent Reliability", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -13089,21 +13089,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：监控生产Agent的循环、幻觉和用户体验并给出修复建议，属于Agent可观测设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31102", "name": "Fuchsia", "url": "https://www.ycombinator.com/companies/fuchsia", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：Vanta for hardware", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -13114,21 +13114,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：用Agent处理硬件认证和测试，面向实体产品上市流程。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31104", "name": "Cofia", "url": "https://www.ycombinator.com/companies/cofia", - "cat": "C00", + "cat": "C05", "year": 2026, "team": 3, "location": "New York City, NY", "business": "公司简介：AI automations that implement themselves", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -13139,7 +13139,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：学习团队内部运营并自动化工作流，属于企业通用工作。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -13246,14 +13246,14 @@ "id": "YC31114", "name": "Piris Labs", "url": "https://www.ycombinator.com/companies/pirislabs", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 8, "location": "San Francisco", "business": "公司简介：The Networking Layer of AI", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -13264,7 +13264,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为AI计算芯片开发光子网络，提高训练和推理的计算利用率。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Hard Tech", "Hardware", @@ -13456,14 +13456,14 @@ "id": "YC31131", "name": "Zatanna", "url": "https://www.ycombinator.com/companies/zatanna", - "cat": "C00", + "cat": "C03", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：Building the infrastructure for AI to interact with software", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -13474,7 +13474,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：将软件底层动作转成Agent可读写API，属于Agent工具连接设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -13855,14 +13855,14 @@ "id": "YC31158", "name": "Terranox AI", "url": "https://www.ycombinator.com/companies/terranox-ai", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：The first AI-powered uranium discovery company", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -13873,21 +13873,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：用AI定位铀矿并参与资源勘探，属于实体资源产业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31162", "name": "Confluence Labs", "url": "https://www.ycombinator.com/companies/confluence-labs", - "cat": "C00", + "cat": "C01", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：AI models that learn from experience", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -13898,7 +13898,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：研究能在数据稀缺环境设计实验并学习的AI模型，属于模型研究；行业落地尚待核实。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14034,14 +14034,14 @@ "id": "YC31168", "name": "Instinct", "url": "https://www.ycombinator.com/companies/instinct-xyz", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 5, "location": "San Francisco", "business": "公司简介：Trade with superhuman instinct", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14052,7 +14052,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：主营交易与资本配置，属于专业金融应用；效果尚未核验。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "Trading", @@ -14064,14 +14064,14 @@ "id": "YC31169", "name": "Proximitty", "url": "https://www.ycombinator.com/companies/proximitty", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：AI operating system for commercial loans", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14082,21 +14082,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为银行及金融科技处理商业贷款文件、承销和契约跟踪。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31170", "name": "Cajal", "url": "https://www.ycombinator.com/companies/cajal-technologies", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：Scaling formal verification to accelerate scientific discovery", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14107,7 +14107,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：使用形式验证数学系统解决量子计算和金融科研问题，属于专业科研应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14192,14 +14192,14 @@ "id": "YC31175", "name": "Pax Historia", "url": "https://www.ycombinator.com/companies/pax-historia", - "cat": "C00", + "cat": "C09", "year": 2025, "team": 6, "location": "San Francisco", "business": "公司简介：The first AI-powered worldbuilding and gameplay platform", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14210,21 +14210,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：供玩家创建和游玩虚构历史世界的AI沙盒游戏，属于消费者娱乐。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31176", "name": "Rhizome AI", "url": "https://www.ycombinator.com/companies/rhizome-ai", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 1, "location": "New York City, NY", "business": "公司简介：Agent Platform for Life Sciences", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14235,21 +14235,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：检索生命科学和FDA法规资料，面向药物研发及监管工作。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31177", "name": "Prana", "url": "https://www.ycombinator.com/companies/prana-health", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 4, "location": "San Francisco", "business": "公司简介：An AI primary care doctor in your pocket", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14260,7 +14260,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：结合医疗记录与穿戴数据提供持续医疗服务，属于医疗应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14403,14 +14403,14 @@ "id": "YC31186", "name": "End Close", "url": "https://www.ycombinator.com/companies/end-close", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 2, "location": null, "business": "公司简介：AI powered reconciliation for high-volume payments companies", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14421,7 +14421,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为支付企业和银行处理资金对账与异常，属于专业金融运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Fintech", "Payments" @@ -14569,14 +14569,14 @@ "id": "YC31196", "name": "Congruent", "url": "https://www.ycombinator.com/companies/congruent", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：AI native radars for self-driving cars", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14587,7 +14587,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：开发自动驾驶雷达与传感器仿真，属于实体自动化产业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14734,14 +14734,14 @@ "id": "YC31205", "name": "Human Archive", "url": "https://www.ycombinator.com/companies/human-archive", - "cat": "C00", + "cat": "C02", "year": 2026, "team": 100, "location": "San Francisco", "business": "公司简介：Physical AI data lab", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14752,7 +14752,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为物理AI实验室提供传感器数据、采集硬件和训练数据服务。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14809,14 +14809,14 @@ "id": "YC31208", "name": "Oximy", "url": "https://www.ycombinator.com/companies/oximy", - "cat": "C00", + "cat": "C05", "year": 2025, "team": 8, "location": "San Francisco", "business": "公司简介：Take command of the AI your company already runs on.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14827,7 +14827,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：管理企业AI工具、费用及团队工作入口，主营企业通用运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14909,14 +14909,14 @@ "id": "YC31212", "name": "Constellation Space", "url": "https://www.ycombinator.com/companies/constellation-space", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 4, "location": "Seattle, WA", "business": "公司简介：AI operating system for mega-scale satellite networks.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14927,21 +14927,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：提供卫星网络自动编排与光学路由，属于航天实体基础设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31213", "name": "Byteport", "url": "https://www.ycombinator.com/companies/byteport", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 4, "location": "San Francisco", "business": "公司简介：Global upload acceleration for 1GB-100TB files.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -14952,7 +14952,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：提供面向机器人、卫星和AI应用的网络传输基础设施；AI为应用场景，直接模型能力待核实。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -15191,14 +15191,14 @@ "id": "YC31225", "name": "Ditto Biosciences", "url": "https://www.ycombinator.com/companies/ditto-biosciences", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 4, "location": "San Francisco", "business": "公司简介：Evolutionary intelligence for autoimmune disease", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15209,7 +15209,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：用AI识别并改造免疫调节蛋白以研发药物，属于生物医药应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -15333,14 +15333,14 @@ "id": "YC31233", "name": "Chasi", "url": "https://www.ycombinator.com/companies/chasi", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：AI Revenue Engine for the Equipment Industry", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15351,7 +15351,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为设备经销商处理销售、租赁与售后请求，属于行业运营应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -15444,14 +15444,14 @@ "id": "YC31244", "name": "Turnstone", "url": "https://www.ycombinator.com/companies/turnstone", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：The best model-agnostic Grokbot alternative", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15462,7 +15462,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：跨模型账号运行持久Agent并保持上下文，属于Agent运行工具。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -15471,14 +15471,14 @@ "id": "YC31245", "name": "Squid", "url": "https://www.ycombinator.com/companies/squid", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 5, "location": "London, United Kingdom", "business": "公司简介：AI agents for power grid planning 🦑", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15489,7 +15489,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：以统一网络模型辅助电网规划，属于实体能源产业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -15552,14 +15552,14 @@ "id": "YC31248", "name": "BeeSafe AI", "url": "https://www.ycombinator.com/companies/beesafe-ai", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：Frontier AI Defenses for Social Engineering Attacks", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15570,7 +15570,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：通过对抗性对话识别社会工程攻击与金融犯罪，主营专业安全应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -15627,14 +15627,14 @@ "id": "YC31254", "name": "Sila", "url": "https://www.ycombinator.com/companies/sila", - "cat": "C00", + "cat": "C05", "year": 2026, "team": 2, "location": null, "business": "公司简介：Agentic Messenger", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15645,21 +15645,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：让团队与Agent在聊天和通话中协同工作，属于企业通用协作。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31255", "name": "Grade", "url": "https://www.ycombinator.com/companies/grade", - "cat": "C00", + "cat": "C05", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：API for performance-based payroll", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15670,7 +15670,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为Agent及承包商按成果付款并处理税务合规，主营企业薪酬运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Fintech", "Payments", @@ -15682,14 +15682,14 @@ "id": "YC31256", "name": "Canary", "url": "https://www.ycombinator.com/companies/canary", - "cat": "C00", + "cat": "C04", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Adversarial AI that breaks your AI", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15700,7 +15700,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：读取源码理解意图并发现用户流程缺陷，属于软件测试工具。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -15799,14 +15799,14 @@ "id": "YC31260", "name": "Copperlane", "url": "https://www.ycombinator.com/companies/copperlane", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：Agentic Mortgage Origination", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -15817,7 +15817,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为按揭贷款机构核验申请材料并辅助承销，属于金融应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -16078,14 +16078,14 @@ "id": "YC31280", "name": "Rubric AI", "url": "https://www.ycombinator.com/companies/rubric-ai", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 1, "location": "New York City, NY", "business": "公司简介：Reasoning and verification infra for AI", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -16096,21 +16096,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：把专家判断转换为模型训练和验证信号，属于模型数据与评测设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31283", "name": "Ossus", "url": "https://www.ycombinator.com/companies/ossus", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：Intelligence for cultural institutions", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -16121,7 +16121,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为图书馆自动化日常工作，属于文化机构专业应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Culture", "AI" @@ -16186,14 +16186,14 @@ "id": "YC31293", "name": "Rainbrand", "url": "https://www.ycombinator.com/companies/rainbrand", - "cat": "C00", + "cat": "C08", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：The brand layer for agents.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -16204,7 +16204,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：管理品牌身份、规范和素材供Agent创作使用，按品牌内容主营归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -16574,14 +16574,14 @@ "id": "YC31335", "name": "Memoir", "url": "https://www.ycombinator.com/companies/memoir", - "cat": "C00", + "cat": "C05", "year": 2026, "team": 1, "location": "San Francisco", "business": "公司简介：The Zoom alternative where agents build what you discuss in real time", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -16592,7 +16592,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：在视频会议中查找资料、生成图表并准备跟进事项，属于企业协作。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -16689,14 +16689,14 @@ "id": "YC31346", "name": "Rudus", "url": "https://www.ycombinator.com/companies/rudus", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：AI Takeoffs for Concrete", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -16707,7 +16707,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：识别建筑图纸中的混凝土构件并估量报价，属于建筑实体产业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -16743,14 +16743,14 @@ "id": "YC31351", "name": "Scope", "url": "https://www.ycombinator.com/companies/scope", - "cat": "C00", + "cat": "C06", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：We help software companies get discovered and used by AI agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -16761,7 +16761,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：衡量产品被Agent发现和采用的情况并优化曝光与使用，属于客户增长运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -16963,14 +16963,14 @@ "id": "YC31370", "name": "Dayjob", "url": "https://www.ycombinator.com/companies/dayjob", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 5, "location": "London, United Kingdom", "business": "公司简介：AI Scheduling for Short Haul Trucks", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方长简介人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -16981,7 +16981,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方长简介：为短途货运实时优化车辆路线和调度，属于物流实体产业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -31424,8 +31424,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：管理Stripe计费、用量和客户权限，主营为企业收费运营基础设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30160", @@ -32084,8 +32084,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。 业务分类复核依据：从问题描述训练、评估并部署预测ML模型，主营模型构建基础设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30402", @@ -32304,8 +32304,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。 业务分类复核依据：把重复工作变成编码Agent可运行和改进的工作流，面向开发流程。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30440", @@ -32414,8 +32414,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。 业务分类复核依据：为医生接听患者电话并安排就诊，服务医疗机构流程。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30458", @@ -32524,8 +32524,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。 业务分类复核依据：处理医疗转诊、保险核验、预授权与医师资质，面向医疗服务商。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30474", @@ -32986,8 +32986,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。 业务分类复核依据：用AI物理引擎替代工程仿真和实体原型，面向实体产品研发。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30561", @@ -33019,8 +33019,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：预测全球宏观事件，属于专业预测决策应用；具体买家尚待核实。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30569", @@ -33107,8 +33107,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：帮助产品被AI发现和推荐，并测试代理使用体验，主营获客及产品曝光。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30608", @@ -33360,8 +33360,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：优化GPU内核并提供模型推理服务，主营模型执行性能。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30645", @@ -33580,8 +33580,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研发能从观察持续学习的基础模型，属于模型研究。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30673", @@ -33734,8 +33734,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：为汽车经销商处理来电、试驾和售后预约，属于行业专用运营应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30691", @@ -34405,8 +34405,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：协助上门服务技师诊断、销售与文书处理，面向特定服务行业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30796", @@ -34416,8 +34416,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：模拟人群反应供企业及政府评估产品、价格和政策，主营通用决策研究。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30797", @@ -34526,8 +34526,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 业务分类复核依据：为私募投资者做尽调、承销及组合监控，属于专业金融应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30835", @@ -34614,8 +34614,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 业务分类复核依据：调查并解决生产告警与根因，属于软件运维工作。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30859", @@ -34636,8 +34636,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：以AI处理私募资产尽调、估值、匹配与交易，属于金融市场应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30861", @@ -34735,8 +34735,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 业务分类复核依据：面向个人推荐体育投注并辅助下单，属于消费者应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30873", @@ -34812,8 +34812,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 业务分类复核依据：汇集团队及Agent上下文并通过CLI与MCP提供记忆和迭代能力，主营Agent上下文设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30882", @@ -34823,8 +34823,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 业务分类复核依据：解析移动应用UI并生成产品改进建议，属于软件产品研发工具。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30883", @@ -35087,8 +35087,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：培养生物神经网络作为模型训练计算基底，主营新型训练算力。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30924", @@ -35164,8 +35164,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 业务分类复核依据：把儿童绘画和构想生成动画，同时提供品牌视频服务，主营内容创作。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30936", @@ -35252,8 +35252,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 业务分类复核依据：向开发机构和企业提供Agent部署运行平台，主营Agent运行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30949", @@ -35351,8 +35351,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为SaaS嵌入Agent并处理运行恢复、扩缩容和护栏，主营Agent开发设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-30966", @@ -35670,8 +35670,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：将语言模型与高保真物理仿真结合构建人类行为数字孪生，属于实体仿真。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31046", @@ -35725,8 +35725,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供有人工医生审核的AI基层医疗及健康服务，属于医疗应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31064", @@ -35747,8 +35747,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为受监管企业处理许可申请、续期和监管沟通，属于专业合规应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31076", @@ -35813,8 +35813,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：分析用户会话并发现软件缺陷和交互问题，属于软件产品研发。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31088", @@ -35868,8 +35868,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：监控生产Agent的循环、幻觉和用户体验并给出修复建议，属于Agent可观测设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31102", @@ -35879,8 +35879,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：用Agent处理硬件认证和测试，面向实体产品上市流程。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31104", @@ -35890,8 +35890,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：学习团队内部运营并自动化工作流，属于企业通用工作。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31107", @@ -35945,8 +35945,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为AI计算芯片开发光子网络，提高训练和推理的计算利用率。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31117", @@ -36033,8 +36033,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：将软件底层动作转成Agent可读写API，属于Agent工具连接设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31132", @@ -36198,8 +36198,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：用AI定位铀矿并参与资源勘探，属于实体资源产业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31162", @@ -36209,8 +36209,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研究能在数据稀缺环境设计实验并学习的AI模型，属于模型研究；行业落地尚待核实。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31163", @@ -36275,8 +36275,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：主营交易与资本配置，属于专业金融应用；效果尚未核验。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31169", @@ -36286,8 +36286,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为银行及金融科技处理商业贷款文件、承销和契约跟踪。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31170", @@ -36297,8 +36297,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：使用形式验证数学系统解决量子计算和金融科研问题，属于专业科研应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31171", @@ -36341,8 +36341,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：供玩家创建和游玩虚构历史世界的AI沙盒游戏，属于消费者娱乐。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31176", @@ -36352,8 +36352,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：检索生命科学和FDA法规资料，面向药物研发及监管工作。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31177", @@ -36363,8 +36363,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：结合医疗记录与穿戴数据提供持续医疗服务，属于医疗应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31180", @@ -36429,8 +36429,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为支付企业和银行处理资金对账与异常，属于专业金融运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31187", @@ -36495,8 +36495,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：开发自动驾驶雷达与传感器仿真，属于实体自动化产业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31197", @@ -36561,8 +36561,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为物理AI实验室提供传感器数据、采集硬件和训练数据服务。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31206", @@ -36594,8 +36594,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：管理企业AI工具、费用及团队工作入口，主营企业通用运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31209", @@ -36638,8 +36638,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供卫星网络自动编排与光学路由，属于航天实体基础设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31213", @@ -36649,8 +36649,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供面向机器人、卫星和AI应用的网络传输基础设施；AI为应用场景，直接模型能力待核实。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31215", @@ -36748,8 +36748,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：用AI识别并改造免疫调节蛋白以研发药物，属于生物医药应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31226", @@ -36803,8 +36803,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为设备经销商处理销售、租赁与售后请求，属于行业运营应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31240", @@ -36847,8 +36847,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：跨模型账号运行持久Agent并保持上下文，属于Agent运行工具。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31245", @@ -36858,8 +36858,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：以统一网络模型辅助电网规划，属于实体能源产业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31246", @@ -36891,8 +36891,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：通过对抗性对话识别社会工程攻击与金融犯罪，主营专业安全应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31250", @@ -36924,8 +36924,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：让团队与Agent在聊天和通话中协同工作，属于企业通用协作。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31255", @@ -36935,8 +36935,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为Agent及承包商按成果付款并处理税务合规，主营企业薪酬运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31256", @@ -36946,8 +36946,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：读取源码理解意图并发现用户流程缺陷，属于软件测试工具。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31257", @@ -36990,8 +36990,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为按揭贷款机构核验申请材料并辅助承销，属于金融应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31261", @@ -37100,8 +37100,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：把专家判断转换为模型训练和验证信号，属于模型数据与评测设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31283", @@ -37111,8 +37111,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Winter 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为图书馆自动化日常工作，属于文化机构专业应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31285", @@ -37144,8 +37144,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：管理品牌身份、规范和素材供Agent创作使用，按品牌内容主营归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31295", @@ -37298,8 +37298,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：在视频会议中查找资料、生成图表并准备跟进事项，属于企业协作。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31340", @@ -37342,8 +37342,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：识别建筑图纸中的混凝土构件并估量报价，属于建筑实体产业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31349", @@ -37364,8 +37364,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：衡量产品被Agent发现和采用的情况并优化曝光与使用，属于客户增长运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31352", @@ -37452,8 +37452,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为短途货运实时优化车辆路线和调度，属于物流实体产业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31371", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f78cc13..09d7967 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-income-1", + "sourceVersion": "2026-10-30-classification-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 2e4dd8c6c712888dfb5f1753ffdd660643f4b811 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:32:05 +0800 Subject: [PATCH 03/16] =?UTF-8?q?=E8=A1=A5=E9=BD=9059=E6=9D=A1=E4=B8=BB?= =?UTF-8?q?=E8=90=A5=E5=88=86=E7=B1=BB=E5=B9=B6=E8=AE=B0=E5=BD=953?= =?UTF-8?q?=E6=9D=A1=E8=B5=84=E6=96=99=E7=BC=BA=E5=8F=A3?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 4 +- content/research/ai-companies.seed.json | 606 +++++++++++------------ content/research/ai-income-analysis.json | 2 +- 3 files changed, 306 insertions(+), 306 deletions(-) diff --git a/README.md b/README.md index dcbd327..76af01f 100644 --- a/README.md +++ b/README.md @@ -129,8 +129,8 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 新增业务分类优先匹配主营简介，再参考目录标签；未匹配者进入待分类组。 初分规则位于 `scripts/classify-ai-profiles.py`，只生成待评审标签，不执行抓取或构建。 目录基础项保留 `classificationBasis` 和 `directoryTags` 供复核。 -其中62条原待分类记录已按YC官方长简介人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； -仍有62条待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 +其中121条原待分类记录已按YC官方业务介绍人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； +仍有3条因简介不足保留待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 AI 关键词可能出现在业务背景中，收入、买家和交付状态仍须逐家深查，不能把目录项的未知收入当作未披露。 界面支持按资料深度、记录团队规模筛选；证据列表每页 30 条，避免一次渲染全部来源。 diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index f385e58..e588ce5 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-classification-1", + "version": "2026-10-30-classification-2", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -7475,7 +7475,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30复核后保留待分类：目前只说明纽约本地分类信息网络，未说明AI具体作用或主要客户。", "directoryTags": [ "AI" ] @@ -7931,7 +7931,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30复核后保留待分类：公开简介只有面向物理世界的AI，无法确定具体产品与买家。", "directoryTags": [ "AI" ] @@ -12161,7 +12161,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30复核后保留待分类：公开简介只有富有表现力的对话AI，无法区分基础模型、开发设施或消费者产品。", "directoryTags": [ "Generative AI", "Data Engineering", @@ -16988,14 +16988,14 @@ "id": "YC31371", "name": "The Company Company", "url": "https://www.ycombinator.com/companies/the-company-company", - "cat": "C00", + "cat": "C05", "year": 2026, "team": 1, "location": "San Francisco", "business": "公司简介：The operating system for tech startups.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17006,7 +17006,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：以共享记忆和Agent运行时承接初创公司的工程、销售、财务等工作，按企业综合运营归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17184,14 +17184,14 @@ "id": "YC31385", "name": "Zolvo", "url": "https://www.ycombinator.com/companies/zolvo", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 4, "location": "San Francisco", "business": "公司简介：AI for Commercial Lending", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17202,21 +17202,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为商业贷款机构审阅文件、核验发票、催收和匹配付款，属于专业金融运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31386", "name": "Interfaze", "url": "https://www.ycombinator.com/companies/interfaze", - "cat": "C00", + "cat": "C01", "year": 2025, "team": 5, "location": "San Francisco", "business": "公司简介：AI model built for high accuracy deterministic tasks", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17227,7 +17227,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：研发结合专用网络与Transformer的新模型架构，属于模型研究；基准优越性未独立核验。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17259,14 +17259,14 @@ "id": "YC31393", "name": "KelAI", "url": "https://www.ycombinator.com/companies/kelai", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 3, "location": "New York City, NY", "business": "公司简介：The AI Quant: Autonomous Alpha Engine for Funds and Traders.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17277,7 +17277,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为对冲基金及机构投资者研究并验证交易信号，属于专业金融应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17345,14 +17345,14 @@ "id": "YC31398", "name": "Pavoot", "url": "https://www.ycombinator.com/companies/pavoot", - "cat": "C00", + "cat": "C06", "year": 2026, "team": null, "location": "San Francisco", "business": "公司简介：AI Event Manager for in-person events", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17363,7 +17363,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为企业客户活动管理邀请、互动与销售跟进，属于获客和客户关系运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17450,14 +17450,14 @@ "id": "YC31407", "name": "Sherpa", "url": "https://www.ycombinator.com/companies/sherpa", - "cat": "C00", + "cat": "C06", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Make websites improve themselves.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17468,7 +17468,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：测试网站并优化转化及AI推荐曝光，主营客户增长。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17502,14 +17502,14 @@ "id": "YC31410", "name": "RentAHuman", "url": "https://www.ycombinator.com/companies/rentahuman", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：Marketplace for AI agents to hire humans.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17520,7 +17520,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为AI Agent提供雇用、协调和支付人类完成现实任务的市场，按Agent执行连接设施归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17556,14 +17556,14 @@ "id": "YC31413", "name": "Arga Labs", "url": "https://www.ycombinator.com/companies/arga-labs", - "cat": "C00", + "cat": "C03", "year": 2025, "team": 5, "location": "Vancouver, Canada", "business": "公司简介：Real-world sandboxes to test and train AI agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17574,7 +17574,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供外部服务的API与MCP副本作为Agent测试环境，属于Agent评测设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17606,14 +17606,14 @@ "id": "YC31417", "name": "Pairio", "url": "https://www.ycombinator.com/companies/pairio", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 3, "location": "Germany", "business": "公司简介：AI mobile app that helps factory technicians fix broken machines", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17624,7 +17624,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过照片和设备手册辅助工厂技师修复机器，属于实体工业维护。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -17769,14 +17769,14 @@ "id": "YC31427", "name": "Paper Star", "url": "https://www.ycombinator.com/companies/paper-star", - "cat": "C00", + "cat": "C09", "year": 2026, "team": 3, "location": "San Francisco", - "business": "公司简介：Building the next generation of agents", + "business": "当前公开产品：Napkin Math个性化AI饮食日志；公司宽泛标语为下一代Agent。", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17787,7 +17787,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：YC页面的公司发布介绍Napkin Math个性化AI饮食日志，按当前公开消费者产品归类；公司标语较宽泛，后续需追踪主营变化。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -17906,14 +17906,14 @@ "id": "YC31436", "name": "Prototyping.io", "url": "https://www.ycombinator.com/companies/prototypingio", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Autonomous manufacturing for mechanical parts", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -17924,7 +17924,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：分析CAD可制造性并自动化实体机械零件生产，属于制造产业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -18075,14 +18075,14 @@ "id": "YC31447", "name": "Allowance", "url": "https://www.ycombinator.com/companies/allowance", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", "business": "公司简介：The spend control layer for AI agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18093,21 +18093,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为Agent消费生成受限支付凭据并取得用户审批，属于Agent交易执行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31451", "name": "Masterpiece", "url": "https://www.ycombinator.com/companies/masterpiece", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 3, "location": "New York City, NY", "business": "公司简介：Working capital for data companies training frontier AI", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18118,7 +18118,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：向AI数据供应商垫付短期营运资金，主营融资服务；属于AI产业配套，未证实自有AI能力。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Crypto / Web3", "Lending", @@ -18243,14 +18243,14 @@ "id": "YC31459", "name": "Zibra Labs", "url": "https://www.ycombinator.com/companies/zibra-labs", - "cat": "C00", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Distributed runtime for AI workloads at scale", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18261,7 +18261,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：整合云端CPU与GPU计算集群服务训练、仿真和推理，属于算力设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -18509,14 +18509,14 @@ "id": "YC31481", "name": "Saudara AI", "url": "https://www.ycombinator.com/companies/saudara-ai", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 2, "location": "San Francisco", "business": "公司简介：AI Native Sourcing Broker For Overseas Manufacturing", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18527,21 +18527,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合人工经纪和AI处理工厂采购、质检及物流，属于制造供应链服务。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31484", "name": "AbInitio Bio", "url": "https://www.ycombinator.com/companies/abinitio-bio", - "cat": "C00", + "cat": "C01", "year": 2026, "team": 2, "location": "Boston", "business": "公司简介：The Intelligence layer for Drug Manufacturing", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18552,21 +18552,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：研发预测生物制造结果的基础模型，按模型产品归类，服务行业为生物制造。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31487", "name": "AquaShield", "url": "https://www.ycombinator.com/companies/aquashield", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：AI water leak detection for buildings", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18577,21 +18577,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为房地产组合防范水损，按实体资产运维归类；现有长简介未说明AI具体作用，AI资格仍待核验。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31488", "name": "Foaster", "url": "https://www.ycombinator.com/companies/foaster", - "cat": "C00", + "cat": "C05", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：The AI-native McKinsey", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18602,7 +18602,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：以Agent访谈员工并绘制流程、拟定转型方案，按企业通用咨询服务归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -18637,14 +18637,14 @@ "id": "YC31491", "name": "TesterArmy", "url": "https://www.ycombinator.com/companies/testerarmy", - "cat": "C00", + "cat": "C04", "year": 2026, "team": 6, "location": "Warsaw, Poland", "business": "公司简介：Test your app with AI, catch bugs before users do", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18655,7 +18655,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：自动测试网站与移动应用并输出缺陷报告，属于软件质量保障。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -18741,14 +18741,14 @@ "id": "YC31496", "name": "Hessian", "url": "https://www.ycombinator.com/companies/hessian", - "cat": "C00", + "cat": "C05", "year": 2026, "team": 3, "location": "London, United Kingdom", "business": "公司简介：Forward-deployed AI Agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18759,21 +18759,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合驻场交付与Agent平台自动化客户业务流程，按企业运营服务归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31497", "name": "Amboras", "url": "https://www.ycombinator.com/companies/amboras", - "cat": "C00", + "cat": "C06", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：AI Native Shopify", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18784,7 +18784,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：建设并优化电商店铺、分析转化，主营电商收入运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -18956,14 +18956,14 @@ "id": "YC31517", "name": "YouArt", "url": "https://www.ycombinator.com/companies/youart", - "cat": "C00", + "cat": "C08", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：Patreon for AI Originals", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -18974,7 +18974,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供AI视频创作和创作者发行变现工具，属于内容创意。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -19168,14 +19168,14 @@ "id": "YC31531", "name": "Manicule", "url": "https://www.ycombinator.com/companies/manicule", - "cat": "C00", + "cat": "C06", "year": 2025, "team": 8, "location": "San Francisco", "business": "公司简介：AgentRel — Devrel For Agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19186,7 +19186,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：监测AI推荐并提供技术内容、文档和分发服务，主营开发者及Agent获客。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -19275,14 +19275,14 @@ "id": "YC31536", "name": "PumpGTM", "url": "https://www.ycombinator.com/companies/pumpgtm", - "cat": "C00", + "cat": "C06", "year": 2025, "team": 5, "location": "San Francisco", "business": "公司简介：Find and engage with desperate buyers across LinkedIn, Email, and X", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19293,7 +19293,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：连接社交平台与邮件寻找线索和促成销售，属于销售增长运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -19379,14 +19379,14 @@ "id": "YC31540", "name": "KugelAudio", "url": "https://www.ycombinator.com/companies/kugelaudio", - "cat": "C00", + "cat": "C01", "year": 2025, "team": 5, "location": "Berlin, Germany", "business": "公司简介：Kugel is an on-prem Voice AI model supporting 30+ languages", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19397,21 +19397,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供支持多语言及本地部署的语音合成模型，按模型产品归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31543", "name": "CentralComs", "url": "https://www.ycombinator.com/companies/centralcoms", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：AI agent platform for home services companies.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19422,7 +19422,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为上门服务企业处理来电、派工和日程，属于行业专用运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Home Services" ] @@ -19431,14 +19431,14 @@ "id": "YC31544", "name": "Panacea", "url": "https://www.ycombinator.com/companies/panacea", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：AI-Native FDA Regulatory Services", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19449,7 +19449,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合AI与顾问提供FDA申报服务，属于生物医药监管专业服务。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -19568,14 +19568,14 @@ "id": "YC31553", "name": "Framewise Health", "url": "https://www.ycombinator.com/companies/framewise-health", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：AI-native patient engagement", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19586,21 +19586,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：把医疗记录转成患者指导视频并追踪参与情况，主营医疗患者管理。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31554", "name": "Clawvisor", "url": "https://www.ycombinator.com/companies/clawvisor", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", "business": "公司简介：The Authorization Layer for AI Agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19611,21 +19611,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为Agent应用访问实施任务授权并隔离凭据，属于Agent权限安全设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { "id": "YC31555", "name": "rekursiv.ai", "url": "https://www.ycombinator.com/companies/rekursivai", - "cat": "C00", + "cat": "C01", "year": 2026, "team": 5, "location": "San Francisco", "business": "公司简介：Scale AI scientists whose own breakthroughs accelerate the next.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19636,7 +19636,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：研究自我改进AI科研团队及后续模型训练来源，按模型研究归类；科研成果声明未独立核验。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Deep Learning", "Machine Learning", @@ -19703,14 +19703,14 @@ "id": "YC31563", "name": "Thomas", "url": "https://www.ycombinator.com/companies/thomas", - "cat": "C00", + "cat": "C05", "year": 2026, "team": 2, "location": "Medellín, Colombia", "business": "公司简介：The first AI founder: a virtual human who runs his own companies.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19721,7 +19721,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：以虚拟AI创业者创建和运营互联网业务，按企业经营自动化归类；具体产品成熟度待核验。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -19840,14 +19840,14 @@ "id": "YC31574", "name": "HeyClicky", "url": "https://www.ycombinator.com/companies/heyclicky", - "cat": "C00", + "cat": "C09", "year": 2026, "team": null, "location": "San Francisco", "business": "公司简介：The simplest interface in the world to talk AI models + spawn agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -19858,7 +19858,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：桌面助手通过语音指导个人并后台执行任务，按个人通用助手归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -21076,14 +21076,14 @@ "id": "YC32201", "name": "Mosaic", "url": "https://www.ycombinator.com/companies/mosaic-inc", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Defining the frontier of multiplayer AI.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -21094,7 +21094,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为团队及编码Agent保存跨会话共享记忆，主营Agent协同上下文设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -21336,14 +21336,14 @@ "id": "YC32225", "name": "Stoa", "url": "https://www.ycombinator.com/companies/stoa", - "cat": "C00", + "cat": "C02", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：The market behind AI hardware.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -21354,7 +21354,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供GPU买卖询价和定价交易基础设施，属于AI算力供应链。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Fintech", "Hardware", @@ -21483,14 +21483,14 @@ "id": "YC32233", "name": "Exosat", "url": "https://www.ycombinator.com/companies/exosat", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：Building a neutral, sovereign alternative to Starlink", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -21501,7 +21501,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：建设低成本通信卫星网络，远程推理为未来规划，按当前航天实体业务归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Space Exploration", "Satellites", @@ -21634,14 +21634,14 @@ "id": "YC32261", "name": "Rasyn", "url": "https://www.ycombinator.com/companies/rasyn", - "cat": "C00", + "cat": "C01", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：Making chemicals 100,000x faster", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -21652,7 +21652,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：研发预测化学配方表现的模型并建设实验数据闭环，按模型产品归类，应用行业为化学研发。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Deep Learning", "Biotech", @@ -21725,14 +21725,14 @@ "id": "YC32288", "name": "Callbook AI", "url": "https://www.ycombinator.com/companies/callbook-ai", - "cat": "C00", + "cat": "C07", "year": 2025, "team": 7, "location": "San Francisco", "business": "公司简介：AI collections agency for late stage portfolios", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -21743,7 +21743,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：用AI联系和协商逾期借款人，主营金融催收服务。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -21952,14 +21952,14 @@ "id": "YC32526", "name": "Pluto", "url": "https://www.ycombinator.com/companies/talentpluto", - "cat": "C00", + "cat": "C05", "year": 2025, "team": 5, "location": "San Francisco", "business": "公司简介：LinkedIn for agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -21970,7 +21970,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过语音整理职业背景供企业招聘搜索，属于企业人力资源工作。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI", "Careers", @@ -22100,14 +22100,14 @@ "id": "YC32618", "name": "Click", "url": "https://www.ycombinator.com/companies/click", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", "business": "公司简介：Managed Agents API", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -22118,7 +22118,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：托管Agent运行、沙盒、浏览器及搜索基础设施，属于Agent运行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "API", "Infrastructure", @@ -22336,14 +22336,14 @@ "id": "YC32649", "name": "Daqstra", "url": "https://www.ycombinator.com/companies/daqstra", - "cat": "C00", + "cat": "C10", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：AI-native test infrastructure layer for hardware companies", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -22354,7 +22354,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：连接航天、能源和机器人研发测试硬件并编排实验，属于实体工程研发。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Hard Tech", "AI" @@ -22960,14 +22960,14 @@ "id": "YC33016", "name": "Gamgee", "url": "https://www.ycombinator.com/companies/gamgee", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Curing cancer. Starting with dogs.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -22978,7 +22978,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：利用基因分析设计个性化犬癌症疫苗并组织临床流程，属于兽医生物医药。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Biotech", "Genomics", @@ -23105,14 +23105,14 @@ "id": "YC33045", "name": "Axelrod", "url": "https://www.ycombinator.com/companies/axelrod", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Hotels that run themselves", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -23123,7 +23123,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：自动处理酒店前台及后台任务，属于酒店行业运营应用。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Travel", "AI" @@ -23373,14 +23373,14 @@ "id": "YC33056", "name": "83 Sciences", "url": "https://www.ycombinator.com/companies/83-sciences", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：AI-native materials discovery powered by unpublished experimental data", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -23391,7 +23391,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：从实验数据挖掘新材料研发线索，属于实体材料产业研发。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Hard Tech", "Advanced Materials", @@ -23842,14 +23842,14 @@ "id": "YC33316", "name": "Tracer", "url": "https://www.ycombinator.com/companies/tracer", - "cat": "C00", + "cat": "C01", "year": 2026, "team": 1, "location": "San Francisco", "business": "公司简介：Combining open-source AI models for better answers at lower cost", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -23860,7 +23860,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：研究模型协调、集成及自适应推理以提升AI能力，属于模型研究。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "Open Source", @@ -24639,14 +24639,14 @@ "id": "YC34696", "name": "ChemPilot.ai", "url": "https://www.ycombinator.com/companies/chempilotai", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 3, "location": "Haifa, Israel", "business": "公司简介：Discover novel defense related materials/molecules.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -24657,7 +24657,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：用AI及量子仿真研发能源材料、聚合物和复合材料，属于实体材料产业。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "Advanced Materials", @@ -24725,14 +24725,14 @@ "id": "YC34861", "name": "Topos", "url": "https://www.ycombinator.com/companies/topos", - "cat": "C00", + "cat": "C01", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Agent swarms", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -24743,7 +24743,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：研究Agent群的通信、形式化及推理验证，按通用智能研究归类，首先面向生物研究。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Swarm AI", "AI" @@ -25141,14 +25141,14 @@ "id": "YC35257", "name": "Nodus Compute", "url": "https://www.ycombinator.com/companies/nodus-compute", - "cat": "C00", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：Intelligent Cloud for AI workloads", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -25159,7 +25159,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：整合GPU容量、运行AI工作负载并优化计算成本，属于算力执行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -25458,14 +25458,14 @@ "id": "YC35355", "name": "Invertix", "url": "https://www.ycombinator.com/companies/invertix", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 8, "location": "Munich, Germany", "business": "公司简介：AI that operates power plants", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -25476,7 +25476,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：用AI自主运行发电厂，属于实体能源运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Solar Power", "Infrastructure", @@ -25693,14 +25693,14 @@ "id": "YC35522", "name": "Hemlock", "url": "https://www.ycombinator.com/companies/hemlock", - "cat": "C00", + "cat": "C02", "year": 2025, "team": 1, "location": "San Francisco", "business": "公司简介：Force + contact dynamics collected at scale for training physical AI.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -25711,7 +25711,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：采集带力与接触标注的人类视频供物理AI训练，按训练数据基础设施归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Hard Tech", "Hardware" @@ -25721,14 +25721,14 @@ "id": "YC35525", "name": "Orca Aerospace", "url": "https://www.ycombinator.com/companies/orca-aerospace", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 5, "location": "San Francisco", "business": "公司简介：AI spacecraft operators that lives onboard the vehicle", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -25739,7 +25739,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：把AI决策和确定性执行工具部署到卫星上，属于航天自主系统。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AIOps", "Space Exploration", @@ -25958,14 +25958,14 @@ "id": "YC35883", "name": "Halmos Labs", "url": "https://www.ycombinator.com/companies/halmos-labs", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 3, "location": "Lund, Sweden", "business": "公司简介：Maximum information per experiment, minimum experiments per conclusion", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -25976,7 +25976,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：自动化生物技术实验设计和疫苗制造相关研发，属于生物医药科研。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI-powered Drug Discovery", "Swarm AI", @@ -26135,14 +26135,14 @@ "id": "YC36081", "name": "Polemos Industries", "url": "https://www.ycombinator.com/companies/polemos-industries", - "cat": "C00", + "cat": "C10", "year": 2026, "team": 3, "location": "San Francisco", "business": "公司简介：AI-guided ballistic missiles, cheap enough to field in numbers that…", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -26153,7 +26153,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：制造AI制导弹道飞行器及发射系统，按实体航空防务产业归类。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Defense", "AI" @@ -26369,14 +26369,14 @@ "id": "YC36345", "name": "Shire Intelligence", "url": "https://www.ycombinator.com/companies/shire-intelligence", - "cat": "C00", + "cat": "C07", "year": 2026, "team": 4, "location": "Myrtle Beach, SC", "business": "公司简介：Shire uses CCTV to run restaurants in real time.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -26387,7 +26387,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过现有摄像头识别餐厅现场情况并提示服务人员，属于餐饮行业运营。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Deep Learning", "Food Tech" @@ -26955,14 +26955,14 @@ "id": "YC37071", "name": "Acyclic Labs", "url": "https://www.ycombinator.com/companies/acyclic", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 2, "location": "London, United Kingdom", "business": "公司简介：Agent swarms that make long-running tasks exponentially faster", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -26973,7 +26973,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供并行Agent隔离、任务拆分和结果合并运行平台，属于Agent运行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Swarm AI", "Open Source" @@ -27013,14 +27013,14 @@ "id": "YC37238", "name": "Terse", "url": "https://www.ycombinator.com/companies/useterse", - "cat": "C00", + "cat": "C03", "year": 2025, "team": 2, "location": "New York City, NY", "business": "公司简介：Durable state for AI agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -27031,7 +27031,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为多Agent协调与软件工厂提供基础设施，属于Agent开发运行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "API", "Infrastructure", @@ -27131,14 +27131,14 @@ "id": "YC37435", "name": "GrayPass", "url": "https://www.ycombinator.com/companies/graypass", - "cat": "C00", + "cat": "C05", "year": 2025, "team": 2, "location": "Toronto, Canada", "business": "公司简介：Verify the expected person is still in control before sensitive…", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -27149,7 +27149,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合身份、设备和行为信号审批敏感操作，属于企业通用安全；Agent代办是应用场景之一。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Biometrics", "Identity", @@ -27304,14 +27304,14 @@ "id": "YC37602", "name": "Superserve", "url": "https://www.ycombinator.com/companies/superserve", - "cat": "C00", + "cat": "C03", "year": 2025, "team": 3, "location": "San Francisco", "business": "公司简介：Virtual machines for autonomous agents", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -27322,7 +27322,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为Agent和强化学习环境提供可暂停及分叉的隔离虚拟机，属于Agent运行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Cloud Computing", "Infrastructure", @@ -27333,14 +27333,14 @@ "id": "YC37698", "name": "Canos", "url": "https://www.ycombinator.com/companies/canos", - "cat": "C00", + "cat": "C07", "year": 2026, "team": null, "location": "Oxford, United Kingdom", "business": "公司简介：AI-powered blood test to detect cancer in dogs (and cats soon).", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -27351,7 +27351,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供犬癌症血液检测和监测平台，属于兽医诊断；长简介未说明AI具体作用，AI资格仍待核验。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Anti-Aging", "Diagnostics", @@ -27393,14 +27393,14 @@ "id": "YC37830", "name": "Tilo", "url": "https://www.ycombinator.com/companies/tilo", - "cat": "C00", + "cat": "C03", "year": 2026, "team": 2, "location": "San Francisco", "business": "公司简介：A Linux-based, AI-native operating system.", "buyer": "本轮未逐一核验", "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "notes": "目录基础资料；业务分类已按官方业务介绍人工复核；AI能力仍待独立核验。收入、定价和技术能力未逐一核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -27411,7 +27411,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "简介不足以确定主业务，待复核", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：让应用导出动作供Agent通过MCP操作的协同操作系统，属于Agent执行设施。 分类是研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AIOps", "AI" @@ -33690,7 +33690,7 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 保留待分类依据：目前只说明纽约本地分类信息网络，未说明AI具体作用或主要客户。", "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" }, { @@ -33866,7 +33866,7 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", + "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。 保留待分类依据：公开简介只有面向物理世界的AI，无法确定具体产品与买家。", "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" }, { @@ -35505,7 +35505,7 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 保留待分类依据：公开简介只有富有表现力的对话AI，无法区分基础模型、开发设施或消费者产品。", "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" }, { @@ -37463,8 +37463,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：以共享记忆和Agent运行时承接初创公司的工程、销售、财务等工作，按企业综合运营归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31373", @@ -37540,8 +37540,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为商业贷款机构审阅文件、核验发票、催收和匹配付款，属于专业金融运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31386", @@ -37551,8 +37551,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研发结合专用网络与Transformer的新模型架构，属于模型研究；基准优越性未独立核验。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31390", @@ -37573,8 +37573,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为对冲基金及机构投资者研究并验证交易信号，属于专业金融应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31395", @@ -37606,8 +37606,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为企业客户活动管理邀请、互动与销售跟进，属于获客和客户关系运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31400", @@ -37650,8 +37650,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：测试网站并优化转化及AI推荐曝光，主营客户增长。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31408", @@ -37672,8 +37672,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为AI Agent提供雇用、协调和支付人类完成现实任务的市场，按Agent执行连接设施归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31412", @@ -37694,8 +37694,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供外部服务的API与MCP副本作为Agent测试环境，属于Agent评测设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31415", @@ -37716,8 +37716,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：通过照片和设备手册辅助工厂技师修复机器，属于实体工业维护。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31418", @@ -37782,8 +37782,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：YC页面的公司发布介绍Napkin Math个性化AI饮食日志，按当前公开消费者产品归类；公司标语较宽泛，后续需追踪主营变化。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31428", @@ -37837,8 +37837,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：分析CAD可制造性并自动化实体机械零件生产，属于制造产业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31437", @@ -37903,8 +37903,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为Agent消费生成受限支付凭据并取得用户审批，属于Agent交易执行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31451", @@ -37914,8 +37914,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：向AI数据供应商垫付短期营运资金，主营融资服务；属于AI产业配套，未证实自有AI能力。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31452", @@ -37969,8 +37969,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：整合云端CPU与GPU计算集群服务训练、仿真和推理，属于算力设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31461", @@ -38079,8 +38079,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：结合人工经纪和AI处理工厂采购、质检及物流，属于制造供应链服务。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31484", @@ -38090,8 +38090,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研发预测生物制造结果的基础模型，按模型产品归类，服务行业为生物制造。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31487", @@ -38101,8 +38101,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为房地产组合防范水损，按实体资产运维归类；现有长简介未说明AI具体作用，AI资格仍待核验。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31488", @@ -38112,8 +38112,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：以Agent访谈员工并绘制流程、拟定转型方案，按企业通用咨询服务归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31490", @@ -38134,8 +38134,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：自动测试网站与移动应用并输出缺陷报告，属于软件质量保障。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31493", @@ -38178,8 +38178,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：结合驻场交付与Agent平台自动化客户业务流程，按企业运营服务归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31497", @@ -38189,8 +38189,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：建设并优化电商店铺、分析转化，主营电商收入运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31498", @@ -38266,8 +38266,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供AI视频创作和创作者发行变现工具，属于内容创意。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31518", @@ -38354,8 +38354,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：监测AI推荐并提供技术内容、文档和分发服务，主营开发者及Agent获客。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31532", @@ -38398,8 +38398,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：连接社交平台与邮件寻找线索和促成销售，属于销售增长运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31537", @@ -38442,8 +38442,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供支持多语言及本地部署的语音合成模型，按模型产品归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31543", @@ -38453,8 +38453,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为上门服务企业处理来电、派工和日程，属于行业专用运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31544", @@ -38464,8 +38464,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：结合AI与顾问提供FDA申报服务，属于生物医药监管专业服务。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31545", @@ -38519,8 +38519,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：把医疗记录转成患者指导视频并追踪参与情况，主营医疗患者管理。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31554", @@ -38530,8 +38530,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为Agent应用访问实施任务授权并隔离凭据，属于Agent权限安全设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31555", @@ -38541,8 +38541,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研究自我改进AI科研团队及后续模型训练来源，按模型研究归类；科研成果声明未独立核验。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31557", @@ -38574,8 +38574,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：以虚拟AI创业者创建和运营互联网业务，按企业经营自动化归类；具体产品成熟度待核验。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31564", @@ -38629,8 +38629,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。 业务分类复核依据：桌面助手通过语音指导个人并后台执行任务，按个人通用助手归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-31576", @@ -39091,8 +39091,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为团队及编码Agent保存跨会话共享记忆，主营Agent协同上下文设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32202", @@ -39190,8 +39190,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供GPU买卖询价和定价交易基础设施，属于AI算力供应链。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32226", @@ -39245,8 +39245,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：建设低成本通信卫星网络，远程推理为未来规划，按当前航天实体业务归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32254", @@ -39300,8 +39300,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研发预测化学配方表现的模型并建设实验数据闭环，按模型产品归类，应用行业为化学研发。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32262", @@ -39333,8 +39333,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：用AI联系和协商逾期借款人，主营金融催收服务。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32352", @@ -39421,8 +39421,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：通过语音整理职业背景供企业招聘搜索，属于企业人力资源工作。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32550", @@ -39476,8 +39476,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：托管Agent运行、沙盒、浏览器及搜索基础设施，属于Agent运行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32619", @@ -39564,8 +39564,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：连接航天、能源和机器人研发测试硬件并编排实验，属于实体工程研发。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-32650", @@ -39795,8 +39795,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：利用基因分析设计个性化犬癌症疫苗并组织临床流程，属于兽医生物医药。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-33017", @@ -39850,8 +39850,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：自动处理酒店前台及后台任务，属于酒店行业运营应用。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-33046", @@ -39949,8 +39949,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：从实验数据挖掘新材料研发线索，属于实体材料产业研发。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-33059", @@ -40125,8 +40125,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研究模型协调、集成及自适应推理以提升AI能力，属于模型研究。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-33317", @@ -40422,8 +40422,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：用AI及量子仿真研发能源材料、聚合物和复合材料，属于实体材料产业。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-34761", @@ -40455,8 +40455,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：研究Agent群的通信、形式化及推理验证，按通用智能研究归类，首先面向生物研究。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-34862", @@ -40609,8 +40609,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：整合GPU容量、运行AI工作负载并优化计算成本，属于算力执行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-35258", @@ -40730,8 +40730,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：用AI自主运行发电厂，属于实体能源运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-35356", @@ -40818,8 +40818,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：采集带力与接触标注的人类视频供物理AI训练，按训练数据基础设施归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-35525", @@ -40829,8 +40829,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：把AI决策和确定性执行工具部署到卫星上，属于航天自主系统。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-35553", @@ -40917,8 +40917,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：自动化生物技术实验设计和疫苗制造相关研发，属于生物医药科研。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-35950", @@ -40983,8 +40983,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：制造AI制导弹道飞行器及发射系统，按实体航空防务产业归类。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-36084", @@ -41071,8 +41071,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：通过现有摄像头识别餐厅现场情况并提示服务人员，属于餐饮行业运营。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-36346", @@ -41291,8 +41291,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供并行Agent隔离、任务拆分和结果合并运行平台，属于Agent运行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-37203", @@ -41313,8 +41313,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为多Agent协调与软件工厂提供基础设施，属于Agent开发运行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-37273", @@ -41357,8 +41357,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：结合身份、设备和行为信号审批敏感操作，属于企业通用安全；Agent代办是应用场景之一。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-37467", @@ -41423,8 +41423,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：为Agent和强化学习环境提供可暂停及分叉的隔离虚拟机，属于Agent运行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-37698", @@ -41434,8 +41434,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：提供犬癌症血液检测和监测平台，属于兽医诊断；长简介未说明AI具体作用，AI资格仍待核验。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-37732", @@ -41456,8 +41456,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Fall 2026。团队人数与主业务简介见公司表。 业务分类复核依据：让应用导出动作供Agent通过MCP操作的协同操作系统，属于Agent执行设施。", + "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。业务分类由研究者按公司自述人工复核，未据此认定技术水平、客户效果或收入。" }, { "id": "YC-E-37831", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 09d7967..ca2ae4a 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-classification-1", + "sourceVersion": "2026-10-30-classification-2", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From aa2d3fe2449a11fb60ccbe3736a092f4176a7049 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:35:30 +0800 Subject: [PATCH 04/16] =?UTF-8?q?=E8=A1=A5=E5=85=85Runable=E7=BB=8F?= =?UTF-8?q?=E8=90=A5=E6=A1=88=E4=BE=8B=E4=B8=8E=E5=95=86=E4=B8=9A=E6=A8=A1?= =?UTF-8?q?=E5=BC=8F=E5=88=9D=E8=AF=84?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 4 +- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 10 +- .../docs/ai-company-research/00-overview.md | 31 ++++ content/research/ai-companies.seed.json | 144 +++++++++++++++++- content/research/ai-income-analysis.json | 2 +- 6 files changed, 185 insertions(+), 12 deletions(-) diff --git a/README.md b/README.md index 76af01f..1750678 100644 --- a/README.md +++ b/README.md @@ -98,8 +98,8 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,002 条公司/产品记录、10 类业务及待分类组、1,055 条证据记录和 126 条经营观测。 -其中保留 58 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +当前资料包含 1,003 条公司/产品记录、10 类业务及待分类组、1,060 条证据记录和 129 条经营观测。 +其中保留 59 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index e5bf459..b12a00a 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -185,10 +185,10 @@ 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, 1002); + assert.equal(research.companies.length, 1003); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1055); - assert.equal(research.observations.length, 126); + assert.equal(research.evidence.length, 1060); + assert.equal(research.observations.length, 129); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index ea5cd09..9b6efb4 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,9 +23,9 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1002); - assert.equal(initial.evidence.length, 1055); - assert.equal(initial.observations.length, 126); + assert.equal(initial.companies.length, 1003); + assert.equal(initial.evidence.length, 1060); + assert.equal(initial.observations.length, 129); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -63,8 +63,8 @@ test("research validation rejects broken evidence and unsafe source links", () = 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), 1002); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 8); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1003); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 9); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 977); diff --git a/content/docs/ai-company-research/00-overview.md b/content/docs/ai-company-research/00-overview.md index dc0e347..d789d95 100644 --- a/content/docs/ai-company-research/00-overview.md +++ b/content/docs/ai-company-research/00-overview.md @@ -3,3 +3,34 @@ 调查 2025—2026 年不同类型 AI 公司的业务、交付能力、规模与商业模式。分类表链接公司数据，公司数据链接经营指标与原始证据。 以下工作台读取研究数据库。首批为公开资料定向试样，成立、公开发布和转型发布分别记录。未披露收入的公司继续保留，避免把收入资料缺失误当成零收入。 + +## 商业模式初评：截至 2026-10-30 + +以下为研究假设，用于设计付费试验，尚不足以给行业排收益名次。规模、交付证据和收入来源必须一起看；目录条目数量不是市场需求，平台样本也存在自愿公开与幸存者偏差。 + +| 模式 | 工作台可搜索样本 | 当前证据 | 商业试验要测什么 | 主要缺项 | +| --- | --- | --- | --- | --- | +| 企业获客与营销软件 | Gojiberry、Traxy AI、NotFair、ChatSEO | 有平台MRR记录，但同步日期不同 | 有效商机、续费与单客户贡献毛利 | 获客费、客户集中度、退款、留存 | +| 消费者个人应用 | nutrIA、Calyra、Verbi、ABMAXX | 有平台收入与订阅记录；订阅份数不是独立人数 | 渠道成本、后续月份留存、平台抽成后利润 | 取消与退款、月/年套餐结构、重复订阅 | +| 创意软件与制作服务 | Speel.co、Laper、GetEbook AI、White Glove Content | 软件订阅和交付服务必须分组 | 合格交付的计算与人工成本、返工率、重复购买 | 项目收入占比、人工工时、产能 | +| 小企业综合Agent | Runable（AI059） | 公司披露历史ARR里程碑；[官方公告](https://runable.com/blogs/runable-grow) | 限定一个任务，测完整成功率、收费与执行成本 | 当前付费客户、续费、推理成本、人工接管 | +| 行业专业Agent与服务 | Kaizen、Trapeze、Panacea | 官方介绍可确定买家场景，收入不可比 | 采购周期、上线工时、失败处理与验收标准 | 合同、经常性与实施费拆分、使用深度 | +| 模型、算力与机器人 | Wafer、Induction Labs、Congruent | 可确定产品方向；团队小或融资多不证明单位经济 | 客户真实负载、性能成本、交付与售后成本 | 同口径收入、资本开支、独立性能测试 | + +**对我们商业试验的推论：** 先选择能接触真实买家、结果可验收、成本可计量的工作流，比较软件订阅与服务交付的实际毛利，再评估是否扩成综合Agent。当前证据不足以断定某类必然更赚钱；平台数据更适合帮助选择访谈与试验对象。 + +收入里程碑还需结合成本核查：Runable创始人称毛利为负。[原始采访](https://techcrunch.com/2026/08/26/runable-hits-21m-to-bet-ai-agents-can-go-from-building-businesses-to-growing-them/) + +## ARR 分布与财务声明核查 + +目前可绘制的是按日期窗口、支付平台及收费模式分组的产品 **MRR** 分布。公司自述ARR缺少统一截止日、定义和独立凭证，尚不能形成可靠的行业ARR排名。MRR乘12仅为参考年化；项目收入、融资、近30日收款与ARR分别保存。 + +| 现象 | 后续核查 | 推断边界 | +| --- | --- | --- | +| 平均值远高于中位数，移除最大值后均值明显下降 | 回查大样本的日期、业务边界和收费模式 | 高离散度不等于造假 | +| ARR与近30日收款差距大 | 查年付、季付、退款、试用、币种及平台计算方法 | 不同指标不应机械相等 | +| 用户很多，付费数缺失 | 取得付费客户、套餐与账期数据，再核ARPA | 不能用注册人数直接反推真实性 | +| 公司、投资方与媒体重复一个数字 | 追到首发声明及独立底账 | 多篇转述不等于独立证据 | +| 声明撤回、口径变更或含并购业务 | 保留历史版本，拆分边界并核对更正原因 | 单个异常无法生成可靠造假概率 | + +下一轮优先取得统一业务截止日的ARR定义、付费客户变动、留存、收入与现金勾稽、直接成本及可独立复核的来源。缺项留在表内并保持未知。上述核查是研究流程，不是审计意见。 diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index e588ce5..c1cfab4 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-classification-2", + "version": "2026-10-30-income-2", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -28167,6 +28167,35 @@ "revenueStatus": "platform", "businessModel": "软件订阅", "entityBasis": "产品或业务，法律主体未核验" + }, + { + "id": "AI059", + "name": "Runable", + "url": "https://runable.com/about", + "cat": "C05", + "year": 2025, + "team": 15, + "location": "Bengaluru, India", + "business": "面向小企业的一体化Agent，生成网站及内容并辅助营销和日常运营。", + "buyer": "小企业经营者、个人经营者；官网定位，实际客户构成待核验", + "delivery": "公开网页产品与免费/付费计划；未进行独立端到端任务测试", + "notes": "官网历史ARR里程碑不等于8月或10月当前ARR；融资、用户及收入分开记录。技术与投放能力未经独立测试。", + "cohort": "2025年成立；投资机构称2026年3月推出通用Agent", + "teamBasis": "2026-08-26公司公告自述15人；不代表当前人数", + "price": "免费入口与Pro/Max付费计划，按月提供credits；页面价格数字动画抽取不可靠，本轮不记录精确价格", + "stage": "公开产品及付费计划；留存和单位经济未核验", + "sourceType": "公司自述、投资机构资料及原始采访", + "evidenceIds": [ + "RUN-ABOUT", + "RUN-ANN", + "RUN-INV", + "RUN-PRICE", + "RUN-MARGIN" + ], + "revenueStatus": "self", + "businessModel": "订阅与用量额度", + "entityBasis": "公司品牌；注册实体及地区登记尚未核验", + "classificationBasis": "公司定位为小企业综合经营平台，主类C05；营销和内容生成为次级功能。" } ], "observations": [ @@ -30280,6 +30309,51 @@ "observedAt": "2026-08-14", "provider": "Stripe", "origin": "payment-platform" + }, + { + "id": "RUN-O-ARR", + "company": "AI059", + "name": "Runable", + "kind": "原文称ARR", + "value": 2000000, + "unit": "USD", + "timing": "收费启动三周后；2026-08-26公告回顾，具体截止日未知", + "evidence": "RUN-ANN", + "scope": "公司整体", + "selection": "signal", + "reason": "历史自述，非公告时点当前值；经常性定义与留存待核验", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "RUN-O-FUND", + "company": "AI059", + "name": "Runable", + "kind": "本轮融资", + "value": 21000000, + "unit": "USD", + "timing": "2026-08-26公告", + "evidence": "RUN-ANN", + "scope": "公司融资", + "selection": "funding", + "reason": "融资不计入收入或ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "RUN-O-USERS", + "company": "AI059", + "name": "Runable", + "kind": "用户数", + "value": 1500000, + "unit": "用户", + "timing": "2026-08-26投资方公告", + "evidence": "RUN-INV", + "scope": "平台用户", + "selection": "adoption", + "reason": "非付费客户数，不用于直接推算ARPA", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -41887,6 +41961,61 @@ "kind": "应用身份核验", "summary": "核对应用商店ID，区分两个名称相近的营养应用。", "limitation": "商店页面不能验证TrustMRR收入，未把应用评级或下载量视作收入。" + }, + { + "id": "RUN-ABOUT", + "companyId": "AI059", + "title": "Runable公司介绍", + "url": "https://runable.com/about", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "公司注明2025年成立，创始团队位于Bengaluru，面向小企业建设和运营业务。", + "limitation": "成立年为公司自述，未核对工商注册文件。" + }, + { + "id": "RUN-ANN", + "companyId": "AI059", + "title": "Runable融资与经营公告", + "url": "https://runable.com/blogs/runable-grow", + "publishedAt": "2026-08-26", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "公告称收费启动三周后ARR超过200万美元，团队15人，宣布融资2100万美元；该ARR是历史里程碑，未披露精确业务截止日。", + "limitation": "未经审计，未给出ARR计算、留存和经常性合同明细；公告日期不等于ARR截止日。" + }, + { + "id": "RUN-INV", + "companyId": "AI059", + "title": "Together Fund关于Runable的投资说明", + "url": "https://www.together.fund/perspectives/insights/together-with-runable-helping-small-businesses-build-run-and-grow", + "publishedAt": "2026-08-26", + "accessedAt": "2026-10-30", + "kind": "投资机构资料", + "summary": "投资方称2025年4月首次投资，2026年3月推出通用Agent；称150万用户与15人团队，并重复ARR里程碑。", + "limitation": "投资方存在利益关系，重复同一声明不构成独立收入核验；用户不等于付费客户。" + }, + { + "id": "RUN-PRICE", + "companyId": "AI059", + "title": "Runable付费与额度说明", + "url": "https://runable.com/pricing", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司定价页", + "summary": "提供免费入口、Pro和Max计划及每月credits；具体价格数字的页面抽取结果存在歧义，未入数值表。", + "limitation": "价格与促销可变；套餐额度不能直接证明实际推理成本或客户ARPA。" + }, + { + "id": "RUN-MARGIN", + "companyId": "AI059", + "title": "Runable创始人毛利说明", + "url": "https://techcrunch.com/2026/08/26/runable-hits-21m-to-bet-ai-agents-can-go-from-building-businesses-to-growing-them/", + "publishedAt": "2026-08-26", + "accessedAt": "2026-10-30", + "kind": "原始采访", + "summary": "创始人称毛利为负。", + "limitation": "受访者声明，未独立审计。" } ], "reviews": [ @@ -42163,6 +42292,19 @@ "MR-METHOD" ], "handling": "保留原值供核查账期、年付、退款与平台算法；不擅自纠正、不据差异判假，也不为改变统计结果而排除此点。" + }, + { + "id": "RUN-R-BASIS", + "type": "历史收入与单位经济", + "company": "Runable", + "summary": "历史ARR里程碑、融资与用户数不可互相替代；ARR增长仍需核查成本和留存。", + "evidenceIds": [ + "RUN-ANN", + "RUN-INV", + "RUN-MARGIN", + "RUN-PRICE" + ], + "handling": "保留原文ARR并标明日期不确定性，排除同期ARR统计；毛利声明仅作待核查经营线索，不推断造假。" } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index ca2ae4a..d87a17c 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-classification-2", + "sourceVersion": "2026-10-30-income-2", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 3e0cbf983146e26da03c88f431e59924f230c8cb Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:38:35 +0800 Subject: [PATCH 05/16] =?UTF-8?q?=E8=A1=A5=E5=85=85=E4=B8=AD=E6=96=87AI?= =?UTF-8?q?=E6=A0=B7=E6=9C=AC=E5=8F=8A=E6=88=90=E7=AB=8B=E5=B9=B4=E5=92=8C?= =?UTF-8?q?=E8=BF=91=E5=90=8D=E5=AE=9E=E4=BD=93=E6=A0=B8=E6=9F=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 5 +- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 8 +- content/research/ai-companies.seed.json | 199 ++++++++++++++++++++++- content/research/ai-income-analysis.json | 2 +- 5 files changed, 208 insertions(+), 10 deletions(-) diff --git a/README.md b/README.md index 1750678..be9bc75 100644 --- a/README.md +++ b/README.md @@ -98,8 +98,9 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,003 条公司/产品记录、10 类业务及待分类组、1,060 条证据记录和 129 条经营观测。 -其中保留 59 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +当前资料包含 1,006 条公司/产品记录、10 类业务及待分类组、1,067 条证据记录和 129 条经营观测。 +其中保留 62 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index b12a00a..356cbc3 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -185,9 +185,9 @@ 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, 1003); + assert.equal(research.companies.length, 1006); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1060); + assert.equal(research.evidence.length, 1067); assert.equal(research.observations.length, 129); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 9b6efb4..35c309a 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,8 +23,8 @@ 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, 1003); - assert.equal(initial.evidence.length, 1060); + assert.equal(initial.companies.length, 1006); + assert.equal(initial.evidence.length, 1067); assert.equal(initial.observations.length, 129); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); @@ -63,11 +63,11 @@ test("research validation rejects broken evidence and unsafe source links", () = 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), 1003); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1006); assert.equal(summary.reduce((n, c) => n + c.self, 0), 9); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 977); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); 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")); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index c1cfab4..4ce909a 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-income-2", + "version": "2026-10-30-global-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -28196,6 +28196,83 @@ "businessModel": "订阅与用量额度", "entityBasis": "公司品牌；注册实体及地区登记尚未核验", "classificationBasis": "公司定位为小企业综合经营平台，主类C05；营销和内容生成为次级功能。" + }, + { + "id": "AI060", + "name": "风火轮萤图（ThinkWheel）", + "url": "https://thinkwheel.net/about", + "cat": "C10", + "year": 2025, + "team": null, + "location": "中国上海", + "business": "主动交互具身智能大脑与智能硬件，面向家庭陪伴及机器人厂商。", + "buyer": "据官方产品定位，实际客户构成未核验", + "delivery": "公司展示具身平台与家庭陪伴产品；规模化与性能为自述", + "notes": "成立年取自官网，未核验登记原件；收入、实际交付量和团队人数未知。", + "cohort": "官网自述2025-03-31成立", + "teamBasis": null, + "price": "本轮未找到可可靠入表的公开统一价格", + "stage": "公开产品/研发资料；商业交付效果未独立核验", + "sourceType": "公司官方资料；部分成立信息为二手工商资料", + "evidenceIds": [ + "CN-TW" + ], + "revenueStatus": "unknown", + "businessModel": "具身平台与硬件；收入结构待核", + "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" + }, + { + "id": "AI061", + "name": "NaiveAI（北京智衍慧生）", + "url": "https://naive.ai/en/", + "cat": "C01", + "year": 2026, + "team": null, + "location": "中国北京（资料登记地）", + "business": "开放权重模型与模型研发自动化；官方发布Naive-N0.5-Flash研究说明。", + "buyer": "据官方产品定位，实际客户构成未核验", + "delivery": "官网提供模型权重及API入口；未独立部署或复测", + "notes": "与AI003 YC Naïve分开：域名、产品和团队不同；官网模型发布比二手目录中未发布的描述更新，融资不作为收入。", + "cohort": "2026年成立暂据投资界二手工商资料；精确登记待核", + "teamBasis": null, + "price": "研究公告列出拟提供API的token价格；实际计费和调用可用性未测试", + "stage": "公开产品/研发资料；商业交付效果未独立核验", + "sourceType": "公司官方资料；部分成立信息为二手工商资料", + "evidenceIds": [ + "CN-NAIVE-MODEL", + "CN-NAIVE-REG" + ], + "revenueStatus": "unknown", + "businessModel": "开放权重与API；实际付费收入未知", + "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" + }, + { + "id": "AI062", + "name": "MiroMind（AI研发与MiroThinker）", + "url": "https://www.miromind.ai/", + "cat": "C03", + "year": null, + "team": null, + "location": null, + "business": "开放深度研究Agent框架与推理产品，提供MiroThinker服务。", + "buyer": "据官方产品定位，实际客户构成未核验", + "delivery": "2025年官方研发记录，现有公开网页产品及定价入口；未独立性能测试", + "notes": "仅据日期证明当时已公开研发，不认定首次发布或注册日期；不与miromind.com SEO机构或搜索所得同名个体户自动合并。", + "cohort": "2025年已有公开研发记录；公司成立年未核，不计入成立年分组", + "teamBasis": null, + "price": "Pro月付19美元、一次性额度包4.99美元；2026-10-30公开定价快照", + "stage": "公开产品/研发资料；商业交付效果未独立核验", + "sourceType": "公司官方资料；部分成立信息为二手工商资料", + "evidenceIds": [ + "CN-MIRO-2025", + "CN-MIRO-PRICE" + ], + "revenueStatus": "unknown", + "businessModel": "订阅与一次性额度包", + "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" } ], "observations": [ @@ -42016,6 +42093,83 @@ "kind": "原始采访", "summary": "创始人称毛利为负。", "limitation": "受访者声明，未独立审计。" + }, + { + "id": "CN-TW", + "companyId": "AI060", + "title": "ThinkWheel官方公司介绍", + "url": "https://thinkwheel.net/about", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "官网注明2025-03-31成立，上海总部，研发具身交互大脑及家庭陪伴硬件。", + "limitation": "官网自述，未查验登记原件、交付数量和技术性能；资本与规模表述不代表收入。" + }, + { + "id": "CN-NAIVE-MODEL", + "companyId": "AI061", + "title": "NaiveAI模型研究发布", + "url": "https://naive.ai/en/research/", + "publishedAt": "2026-09-27", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "官方发布Naive-N0.5-Flash，称开放模型权重和推理代码，并列API计划。", + "limitation": "模型能力与基准均为开发方声明，本轮未复现；开放权重及价格不证明实际收入。" + }, + { + "id": "CN-NAIVE-REG", + "companyId": "AI061", + "title": "投资界Naive.ai企业资料", + "url": "https://vc.pedaily.cn/company/903678.html", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "二手公司与工商资料", + "summary": "资料对应北京智衍慧生科技有限公司，登记日期标为2026-01-29。", + "limitation": "二手整理的工商信息，非本轮直接读取登记原件；页面AI摘要仍称模型尚未发布，与更新的官方研究页不一致，仅用其身份及成立年作暂定依据。" + }, + { + "id": "CN-MIRO-2025", + "companyId": "AI062", + "title": "MiroMind 2025年研究框架公告", + "url": "https://www.miromind.ai/blog/miromind-s-open-deep-research-framework-tops-futurex-benchmark-heralds-a-new-paradigm-in-ai", + "publishedAt": "2025-09-19", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "2025-09-19官方讨论Miroflow深度研究Agent框架，证明当时已有公开研发记录。", + "limitation": "不证明公司注册日期或首次产品发布；基准结果为开发方声明，未独立复现。" + }, + { + "id": "CN-MIRO-PRICE", + "companyId": "AI062", + "title": "MiroMind公开定价", + "url": "https://www.miromind.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "月付Pro 19美元；一次性Starter Boost 4.99美元；订阅与额度包分别列示。", + "limitation": "访问时点价格可能变化；不能将所有额度包销售年化为经常性订阅收入。" + }, + { + "id": "CN-PSI-YEAR", + "companyId": null, + "title": "灵初智能官方成立时间", + "url": "https://www.psibot.ai/about-us_zh/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "公司介绍及里程碑注明2024年成立。", + "limitation": "今年产品发布或融资不改变公司成立年份；本轮排除成立年主样本。" + }, + { + "id": "CN-DEEP-PENDING", + "companyId": null, + "title": "深度原理官方公司介绍", + "url": "https://www.deepprinciple.com/cn/about.html", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "官方介绍材料化学AI业务，但可读取正文未列成立日期。", + "limitation": "本轮未取得直接成立日期证据，暂不新增为2025—2026成立公司；2025备案号不能替代成立年。" } ], "reviews": [ @@ -42305,6 +42459,49 @@ "RUN-PRICE" ], "handling": "保留原文ARR并标明日期不确定性，排除同期ARR统计；毛利声明仅作待核查经营线索，不推断造假。" + }, + { + "id": "CN-R-NAIVE", + "type": "近名实体与来源时效", + "company": "NaiveAI / Naïve", + "summary": "中国模型团队naive.ai与YC企业Agent公司usenaive.ai分开建档；二手目录未发布描述落后于官方模型研究页。", + "evidenceIds": [ + "CN-NAIVE-MODEL", + "CN-NAIVE-REG", + "E003" + ], + "handling": "分别记录AI061和AI003，不合并团队、融资、模型表现或收入；成立年暂据二手资料并标明缺口。" + }, + { + "id": "CN-R-PSI", + "type": "成立年排除", + "company": "灵初智能", + "summary": "官网注明2024年成立，超出2025—2026成立年范围。", + "evidenceIds": [ + "CN-PSI-YEAR" + ], + "handling": "仅保留排除证据和复核记录，不计入公司主样本或ARR比较。" + }, + { + "id": "CN-R-MIRO", + "type": "成立年与同名实体待核", + "company": "MiroMind", + "summary": "官方2025研发记录可读，成立日期与工商主体尚未确认。", + "evidenceIds": [ + "CN-MIRO-2025", + "CN-MIRO-PRICE" + ], + "handling": "year保持null，公开研发年份单列；不自动匹配同名SEO公司或个体户，不参与成立年2025/2026统计。" + }, + { + "id": "CN-R-DEEP", + "type": "成立日期证据不足", + "company": "深度原理", + "summary": "官方介绍确认材料AI业务，未确认成立年份。", + "evidenceIds": [ + "CN-DEEP-PENDING" + ], + "handling": "不以备案年份代替成立年，本轮暂不纳入成立年主样本。" } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index d87a17c..532895b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-income-2", + "sourceVersion": "2026-10-30-global-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From cfb9273f88b022bae6335c8afc4f8033be52e56b Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:41:35 +0800 Subject: [PATCH 06/16] =?UTF-8?q?=E5=A2=9E=E5=8A=A0=E6=8A=80=E6=9C=AF?= =?UTF-8?q?=E9=AA=8C=E8=AF=81=E8=AF=81=E6=8D=AE=E7=AD=9B=E9=80=89=E5=B9=B6?= =?UTF-8?q?=E5=8C=BA=E5=88=86=E6=9D=90=E6=96=99=E4=B8=8E=E7=8B=AC=E7=AB=8B?= =?UTF-8?q?=E6=B5=8B=E8=AF=95?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 6 +- apps/docs/scripts/auth-cli.ts | 2 +- .../docs/src/components/AICompanyResearch.tsx | 20 +++-- apps/docs/src/lib/ai-research.ts | 19 +++++ apps/docs/tests/research.test.ts | 22 ++++- content/research/ai-companies.seed.json | 80 +++++++++++++++++-- content/research/ai-income-analysis.json | 2 +- 7 files changed, 130 insertions(+), 21 deletions(-) diff --git a/README.md b/README.md index be9bc75..768f757 100644 --- a/README.md +++ b/README.md @@ -98,7 +98,7 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,006 条公司/产品记录、10 类业务及待分类组、1,067 条证据记录和 129 条经营观测。 +当前资料包含 1,006 条公司/产品记录、10 类业务及待分类组、1,069 条证据记录和 129 条经营观测。 其中保留 62 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 @@ -133,7 +133,9 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 其中121条原待分类记录已按YC官方业务介绍人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； 仍有3条因简介不足保留待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 AI 关键词可能出现在业务背景中，收入、买家和交付状态仍须逐家深查，不能把目录项的未知收入当作未披露。 -界面支持按资料深度、记录团队规模筛选；证据列表每页 30 条，避免一次渲染全部来源。 +技术专项评审用独立字段记录层级、日期、摘要与证据：未评审、已读技术自述、公开代码/模型材料可访问、有独立测试记录。 +当前仅5条完成该字段的专项记录，其中2条确认材料可访问；没有独立测试记录。缺字段不表示无技术能力，代码或模型卡可读不证明性能。 +界面支持按资料深度、记录团队规模和技术验证证据筛选；证据列表每页 30 条，避免一次渲染全部来源。 `pnpm test:research` 在远程 Runner 上验证同库持久化、重复读取、版本导入与回退、 登录限流保留、引用完整性及收入排除规则。镜像冒烟检查会验证研究页面与 API 的认证、 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 356cbc3..05f1f62 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -187,7 +187,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1006); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1067); + assert.equal(research.evidence.length, 1069); assert.equal(research.observations.length, 129); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index dbf4f7d..d3031a7 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -1,7 +1,7 @@ import { useEffect, useMemo, useRef, useState } from "react"; import IncomeDistribution from "./IncomeDistribution"; import { - categorySummary, evidenceUrl, type ResearchEvidence, type ResearchSnapshot, + categorySummary, evidenceUrl, technicalReviewLabels, type ResearchEvidence, type ResearchSnapshot, } from "@/lib/ai-research"; const pageSize = 12; @@ -41,6 +41,7 @@ export default function AICompanyResearch() { const [sourcePage, setSourcePage] = useState(0); const [depth, setDepth] = useState(""); const [teamBand, setTeamBand] = useState(""); + const [technicalLevel, setTechnicalLevel] = useState(""); const [selected, setSelected] = useState(null); const [tab, setTab] = useState<"companies" | "revenue" | "sources" | "reviews">("companies"); const companySection = useRef(null); @@ -63,9 +64,9 @@ export default function AICompanyResearch() { const depthMatch = !depth || (depth === "profile" ? c.profileOnly : !c.profileOnly); const teamMatch = !teamBand || (teamBand === "unknown" ? c.team === null || (!!c.teamBound && c.team < 51) : c.team !== null && (teamBand === "xl" ? c.team >= 51 : !c.teamBound && (teamBand === "small" ? c.team <= 5 : teamBand === "medium" ? c.team >= 6 && c.team <= 20 : c.team >= 21 && c.team <= 50))); - return depthMatch && teamMatch && (!category || c.cat === category) && yearMatch && (!income || c.revenueStatus === income) + return (!technicalLevel || (c.technicalReview?.level ?? "unreviewed") === technicalLevel) && depthMatch && teamMatch && (!category || c.cat === category) && yearMatch && (!income || c.revenueStatus === income) && search.includes(query.trim().toLocaleLowerCase()); - }) ?? [], [data, query, category, cohort, income, depth, teamBand]); + }) ?? [], [data, query, category, cohort, income, depth, teamBand, technicalLevel]); if (error) return
研究数据库暂时不可用。
; if (!data) return

正在读取研究数据库…

; const categories = new Map(data.categories.map((c) => [c.id, c])); @@ -76,6 +77,7 @@ export default function AICompanyResearch() { const selectedObservations = data.observations.filter((o) => o.company === selected); const selectedEvidenceIds = new Set([ ...(selectedCompany?.evidenceIds ?? []), ...(selectedCompany?.pricingEvidence ? [selectedCompany.pricingEvidence] : []), + ...(selectedCompany?.technicalReview?.evidenceIds ?? []), ...selectedObservations.map((o) => o.evidence), ]); const selectedEvidence = data.evidence.filter((e) => e.companyId === selected || selectedEvidenceIds.has(e.id)); @@ -118,14 +120,16 @@ export default function AICompanyResearch() { + -
{filtered.length} 条匹配记录
-
+

技术验证层级记录我们查到了什么，不是能力强弱评分。技术专项评审与业务分类复核分别记录。

+
{filtered.length} 条匹配记录
+
公司/产品分类与经营资料。选择名称查看指标和原始证据。
公司或产品 / 地区业务与买家成立 / 发布组别团队规模商业成熟度收入资料
{filtered.slice(page * pageSize, (page + 1) * pageSize).map((c) => - - + + )}
公司/产品分类与经营资料。选择名称查看指标和原始证据。
公司或产品 / 地区业务与买家成立 / 发布组别团队规模交付与技术验证证据收入资料
{c.location ?? "地区未注明"}{categories.get(c.cat)?.name}{c.profileOnly && 规则初分 · 待复核}

{c.business}

买家：{c.buyer}		{c.cohort}{c.team !== null && c.teamBound}{c.team ?? "未披露"}{c.team !== null && " 人"}{c.stage}{c.profileOnly ? "收入尚未逐一核验" : revenueLabels[c.revenueStatus]}{categories.get(c.cat)?.name}{c.profileOnly && 目录基础资料 · 分类依据见明细}

{c.business}

买家：{c.buyer}		{c.cohort}{c.team !== null && c.teamBound}{c.team ?? "未披露"}{c.team !== null && " 人"}{c.stage}{technicalReviewLabels[c.technicalReview?.level ?? "unreviewed"]}{c.profileOnly ? "收入尚未逐一核验" : revenueLabels[c.revenueStatus]}
{!filtered.length &&

没有匹配公司，请调整筛选条件。

} @@ -149,7 +153,7 @@ export default function AICompanyResearch() { {selectedCompany &&

{selectedCompany.name}

资料入口　{selectedCompany.extraUrl && 额外核验入口}

-
主营业务
{selectedCompany.business}
样本组别
{selectedCompany.cohort}
买家
{selectedCompany.buyer}
收费/交付模式
{selectedCompany.businessModel ?? "待进一步核验"}
收费方式
{selectedCompany.price}
交付证据
{selectedCompany.delivery}
团队口径
{selectedCompany.teamBasis ?? "本轮未核验人数"}
分类依据
{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}
技术水平
尚未独立测试，不据融资或收入作能力排名。
观测主体
{selectedCompany.entityBasis ?? "公司或经营品牌，法律主体未逐一核验"}
身份与限制
{selectedCompany.notes}
+
主营业务
{selectedCompany.business}
样本组别
{selectedCompany.cohort}
买家
{selectedCompany.buyer}
收费/交付模式
{selectedCompany.businessModel ?? "待进一步核验"}
收费方式
{selectedCompany.price}
交付证据
{selectedCompany.delivery}
团队口径
{selectedCompany.teamBasis ?? "本轮未核验人数"}
分类依据
{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}
技术验证证据
{technicalReviewLabels[selectedCompany.technicalReview?.level ?? "unreviewed"]}

{selectedCompany.technicalReview?.summary ?? "本轮未形成专项技术评审记录；不表示公司没有技术能力。"}

{selectedCompany.technicalReview && 评审日期：{selectedCompany.technicalReview.reviewedAt}}{selectedCompany.technicalReview?.testScope &&

测试范围：{selectedCompany.technicalReview.testScope}

}

材料可访问仅确认可查看，不证明性能、可靠性或商业交付质量；不同任务不作统一能力排名。

观测主体
{selectedCompany.entityBasis ?? "公司或经营品牌，法律主体未逐一核验"}
身份与限制
{selectedCompany.notes}

经营指标与排除记录

{selectedObservations.length ?
{selectedObservations.map((o) => )}
指标 / 归属原始数值数据时点用途及限制证据
{o.kind}{o.scope}{o.bound !== "=" && o.bound}{money(o.value,o.unit)}{o.timing}{useLabels[o.selection] ?? o.selection}{o.reason}{o.evidence}
:

本轮尚未找到可记录的量化经营指标。收入保持未知。

}

原始证据

    {selectedEvidence.map((e) => )}
diff --git a/apps/docs/src/lib/ai-research.ts b/apps/docs/src/lib/ai-research.ts index 8d3282a..465eeb5 100644 --- a/apps/docs/src/lib/ai-research.ts +++ b/apps/docs/src/lib/ai-research.ts @@ -1,4 +1,10 @@ export type ResearchCategory = { id: string; name: string; description: string }; +export const technicalReviewLabels = { + unreviewed: "技术证据尚未专项评审", + description: "已读技术自述", + "public-artifact": "公开代码/模型材料可访问", + "independent-test": "有独立测试记录", +}; export type ResearchCompany = { id: string; name: string; url: string; cat: string; year: number | null; team: number | null; teamBound?: ">" | "≥"; location: string | null; business: string; buyer: string; @@ -8,6 +14,10 @@ export type ResearchCompany = { extraUrl?: string; pricingEvidence?: string; businessModel?: string; entityBasis?: string; profileOnly?: boolean; classificationBasis?: string; directoryTags?: string[]; + technicalReview?: { + level: "description" | "public-artifact" | "independent-test"; + reviewedAt: string; summary: string; evidenceIds: string[]; testScope?: string; + }; }; export type ResearchObservation = { id: string; company: string; name: string; kind: string; value: number; @@ -59,6 +69,15 @@ export function validateResearch(snapshot: ResearchSnapshot) { unique(snapshot.observations.map((o) => o.id), "observations"); unique(snapshot.reviews.map((r) => r.id), "reviews"); for (const c of snapshot.companies) { + const technical = c.technicalReview; + if (technical && (!["description", "public-artifact", "independent-test"].includes(technical.level) || + !/^\d{4}-\d{2}-\d{2}$/.test(technical.reviewedAt) || + Number.isNaN(Date.parse(technical.reviewedAt)) || + new Date(technical.reviewedAt).toISOString().slice(0, 10) !== technical.reviewedAt || + technical.reviewedAt > snapshot.asOf || !technical.summary.trim() || + !technical.evidenceIds.length || technical.evidenceIds.some((id) => !evidence.has(id)) || + (technical.level === "independent-test" && !technical.testScope?.trim()))) + throw new Error(`Invalid technical review: ${c.id}`); if (c.profileOnly && (c.revenueStatus !== "unknown" || !c.classificationBasis)) throw new Error(`Invalid profile-only research record: ${c.id}`); if (!categories.has(c.cat) || !evidenceUrl(c.url) || diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 35c309a..1410ce1 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,7 +24,7 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1006); - assert.equal(initial.evidence.length, 1067); + assert.equal(initial.evidence.length, 1069); assert.equal(initial.observations.length, 129); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); @@ -73,6 +73,26 @@ test("disclosure counts exclude client income, biographies, targets and duplicat assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体")); }); +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, 5); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 2); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 0); + const company = snapshot.companies.find((c) => c.id === "AI061")!; + const review = company.technicalReview!; + review.evidenceIds = ["missing-technical-evidence"]; + assert.throws(() => validateResearch(snapshot), /technical review/); + review.evidenceIds = ["TECH-NAIVE-HF"]; + review.reviewedAt = "2026-02-30"; + assert.throws(() => validateResearch(snapshot), /technical review/); + review.reviewedAt = "2099-01-01"; + assert.throws(() => validateResearch(snapshot), /technical review/); + review.reviewedAt = snapshot.asOf; + review.level = "independent-test"; + assert.throws(() => validateResearch(snapshot), /technical review/, + "an accessible artifact cannot become a test record without a stated test scope"); +}); + // Retractions and forecasts must stay visible for review without becoming revenue signals. test("retracted ARR and projected margins remain excluded", () => { const snapshot = seed as ResearchSnapshot; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 4ce909a..7ba8630 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-global-1", + "version": "2026-10-30-technical-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -142,7 +142,15 @@ "evidenceIds": [ "E003" ], - "revenueStatus": "unknown" + "revenueStatus": "unknown", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读取YC关于自主公司运行时的描述；未测试真实任务成功率、授权控制或人工接管。", + "evidenceIds": [ + "E003" + ] + } }, { "id": "AI004", @@ -28195,7 +28203,15 @@ "revenueStatus": "self", "businessModel": "订阅与用量额度", "entityBasis": "公司品牌；注册实体及地区登记尚未核验", - "classificationBasis": "公司定位为小企业综合经营平台，主类C05；营销和内容生成为次级功能。" + "classificationBasis": "公司定位为小企业综合经营平台，主类C05；营销和内容生成为次级功能。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读取综合Agent产品说明；未独立执行网站、营销及运营任务，不将产品宣传当作测试结果。", + "evidenceIds": [ + "RUN-ANN" + ] + } }, { "id": "AI060", @@ -28220,7 +28236,15 @@ "revenueStatus": "unknown", "businessModel": "具身平台与硬件；收入结构待核", "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", - "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读取主动交互具身平台介绍；未独立测试感知、决策或硬件可靠性。", + "evidenceIds": [ + "CN-TW" + ] + } }, { "id": "AI061", @@ -28241,12 +28265,21 @@ "sourceType": "公司官方资料；部分成立信息为二手工商资料", "evidenceIds": [ "CN-NAIVE-MODEL", - "CN-NAIVE-REG" + "CN-NAIVE-REG", + "TECH-NAIVE-HF" ], "revenueStatus": "unknown", "businessModel": "开放权重与API；实际付费收入未知", "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", - "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-30", + "summary": "已打开官方链接指向的模型卡，查看架构、部署和许可证说明；未下载权重或运行推理，基准结果仍为开发方自报。", + "evidenceIds": [ + "TECH-NAIVE-HF" + ] + } }, { "id": "AI062", @@ -28267,12 +28300,21 @@ "sourceType": "公司官方资料；部分成立信息为二手工商资料", "evidenceIds": [ "CN-MIRO-2025", - "CN-MIRO-PRICE" + "CN-MIRO-PRICE", + "TECH-MIRO-CODE" ], "revenueStatus": "unknown", "businessModel": "订阅与一次性额度包", "entityBasis": "品牌与注册实体对应关系见证据限制；未独立核验登记原件", - "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。" + "classificationBasis": "按官方主营描述人工归类；不构成技术水平排名。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-30", + "summary": "已打开官方MiroFlow仓库，查看源码目录、配置及部署说明；未运行Agent或复现榜单，代码存在不代表端到端任务可靠。", + "evidenceIds": [ + "TECH-MIRO-CODE" + ] + } } ], "observations": [ @@ -42170,6 +42212,28 @@ "kind": "公司自述", "summary": "官方介绍材料化学AI业务，但可读取正文未列成立日期。", "limitation": "本轮未取得直接成立日期证据，暂不新增为2025—2026成立公司；2025备案号不能替代成立年。" + }, + { + "id": "TECH-NAIVE-HF", + "companyId": "AI061", + "title": "NaiveAI官方模型卡与部署资料", + "url": "https://huggingface.co/NaiveAI/Naive-N0.5-Flash", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公开模型材料", + "summary": "可访问模型卡、架构表、部署示例及许可证说明；官方站点指向该组织。", + "limitation": "仅检查公开材料可访问，未下载模型、运行代码或复测基准；不把下载次数或组织成员数当作客户数或员工数。" + }, + { + "id": "TECH-MIRO-CODE", + "companyId": "AI062", + "title": "MiroFlow官方公开代码仓库", + "url": "https://github.com/MiroMindAI/MiroFlow", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公开代码材料", + "summary": "公开仓库包含源码目录、配置、启动脚本和部署说明，官方站点可到达所属组织。", + "limitation": "未执行代码或复现性能；榜单成绩为维护方声明，star和fork不代表客户或收入。" } ], "reviews": [ diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 532895b..e5e2970 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-global-1", + "sourceVersion": "2026-10-30-technical-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 43bd5a86bfb82469a870ae41e86258de9aeab88c Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:44:25 +0800 Subject: [PATCH 07/16] =?UTF-8?q?=E8=A1=A5=E8=B6=B3ARR=E5=8E=86=E5=8F=B2?= =?UTF-8?q?=E6=9C=88=E4=BB=BD=E5=B9=B6=E6=9B=B4=E6=96=B0=E4=BC=81=E4=B8=9A?= =?UTF-8?q?=E8=A7=84=E6=A8=A1=E4=B8=8E=E4=B8=9A=E5=8A=A1=E8=BE=B9=E7=95=8C?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 3 +- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 124 +++++++++++++++++++---- content/research/ai-income-analysis.json | 2 +- 5 files changed, 111 insertions(+), 26 deletions(-) diff --git a/README.md b/README.md index 768f757..c846807 100644 --- a/README.md +++ b/README.md @@ -98,13 +98,14 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,006 条公司/产品记录、10 类业务及待分类组、1,069 条证据记录和 129 条经营观测。 +当前资料包含 1,006 条公司/产品记录、10 类业务及待分类组、1,071 条证据记录和 131 条经营观测。 其中保留 62 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 团队规模下界在列表中显示比较符，商业成熟度展示公开交付证据，不等于技术能力排名。 +Emergent的1亿美元ARR里程碑补足至2026年2月；Peec采用规模和Wonderful团队规模各保留其公告日期，不将较新非收入指标当作ARR更新。Wonderful按2026年9月官方综合平台定位归C05。 公司披露的 ARR 尚未建立同期同口径比较组。新增平台 MRR 单独计算探索性样本统计， 不能称行业平均 ARR、总体离散排名或财务造假概率。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 05f1f62..91e5a03 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -187,8 +187,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1006); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1069); - assert.equal(research.observations.length, 129); + assert.equal(research.evidence.length, 1071); + assert.equal(research.observations.length, 131); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 1410ce1..e125e47 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1006); - assert.equal(initial.evidence.length, 1069); - assert.equal(initial.observations.length, 129); + assert.equal(initial.evidence.length, 1071); + assert.equal(initial.observations.length, 131); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 7ba8630..e492fc1 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-technical-1", + "version": "2026-10-30-dates-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -1324,19 +1324,19 @@ { "id": "AI052", "name": "Wonderful", - "cat": "C06", + "cat": "C05", "year": 2025, "location": "荷兰阿姆斯特丹 / 以色列团队", "url": "https://www.wonderful.ai/blog-articles/wonderful-raises-550m-series-c", - "business": "企业客户服务Agent并扩展企业AI平台", + "business": "企业通用AI操作平台：跨部门工作流、员工助手、应用及客户对话Agent。", "buyer": "大型企业", "delivery": "2026-09-02官方融资公告", - "notes": "原客服分类保留；企业通用平台作辅助标签。收入估算单列", + "notes": "按最新可读官方平台定位更新主类；团队为9月快照。收入仍仅第三方估算，不能用融资公告核实ARR。", "extraUrl": "https://www.wonderful.ai/blog-articles/wonderful-raises-550m-series-c", "channel": "S12", "cohort": "2025年成立", - "team": null, - "teamBasis": null, + "team": 650, + "teamBasis": "2026-09-02公司公告称650名员工；未审计，不代表10月人数", "datePrecision": "年", "price": "未逐一核验定价页", "stage": "公开资料，商用成熟度待核验", @@ -1344,7 +1344,9 @@ "evidenceIds": [ "E052" ], - "revenueStatus": "estimate" + "revenueStatus": "estimate", + "businessModel": "企业平台与驻场工程部署；合同和实施收费拆分待核", + "classificationBasis": "2026-09-02官方公告将产品扩展为跨部门企业AI平台，现按C05归类；客户服务为其中一种应用，历史C06分类不代表同期业务可比。" }, { "id": "AI053", @@ -1367,7 +1369,8 @@ "stage": "公开资料，商用成熟度待核验", "sourceType": "公司或投资机构资料", "evidenceIds": [ - "E053" + "E053", + "DATE-EM-ARR" ], "revenueStatus": "self" }, @@ -1404,9 +1407,9 @@ "year": 2025, "team": 70, "location": "德国柏林 / 美国纽约", - "business": "追踪品牌在AI搜索答案中的可见度、引用与竞争表现", + "business": "追踪品牌在AI搜索中的可见度，并以Agent协助研究、内容建议和工具间任务交接。", "buyer": "品牌营销团队与代理机构", - "delivery": "公司披露客户采用及ARR；未独立测试优化效果", + "delivery": "2026-10-22公司公告称超过3500家公司采用，发布Peec Agent；未独立测试效果", "notes": "2025年1月成立、2月产品上线；团队2024年已在Antler相识。", "cohort": "2025年成立", "teamBasis": "2026-05-28公司披露超过70名员工；70为下界，非10月人数", @@ -1416,10 +1419,12 @@ "evidenceIds": [ "E088", "E089", - "E090" + "E090", + "DATE-PEEC-OCT" ], "revenueStatus": "self", - "teamBound": ">" + "teamBound": ">", + "businessModel": "订阅计划含Agent额度，可追加月度credits；收入拆分待核" }, { "id": "AI056", @@ -29060,13 +29065,14 @@ "kind": "原文称ARR", "value": 100000000, "unit": "USD", - "timing": "推出后8个月，官方页面未注明日历日期", - "evidence": "E106", + "timing": "2026-02历史里程碑；2026-04-01官方文章回顾，日不详", + "evidence": "DATE-EM-ARR", "scope": "公司整体", "selection": "signal", - "reason": "官方称ARR；伙伴称年化收入，口径冲突单列", + "reason": "官方补足月份；仍为自述，ARR与伙伴年化收入口径差异未解，不进入同期行业比较", "bound": "=", - "comparisonGroup": null + "comparisonGroup": null, + "metric": "arr" }, { "id": "O051", @@ -30473,6 +30479,36 @@ "reason": "非付费客户数，不用于直接推算ARPA", "bound": "=", "comparisonGroup": null + }, + { + "id": "DATE-WON-TEAM", + "company": "AI052", + "name": "Wonderful", + "kind": "员工人数", + "value": 650, + "unit": "人", + "timing": "2026-09-02公司公告", + "evidence": "E116", + "scope": "公司团队", + "selection": "scale", + "reason": "官方披露快照，非10月当前人数，不与未经核验的其他团队字段计算收入效率", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "DATE-PEEC-USE", + "company": "AI055", + "name": "Peec AI", + "kind": "采用公司数量", + "value": 3500, + "unit": "家", + "timing": "2026-10-22公司公告", + "evidence": "DATE-PEEC-OCT", + "scope": "平台采用", + "selection": "adoption", + "reason": "并非明确付费客户，不能直接作ARPA分母或反推ARR", + "bound": ">", + "comparisonGroup": null } ], "evidence": [ @@ -31042,11 +31078,11 @@ "companyId": "AI052", "title": "Wonderful公司与产品资料", "url": "https://www.wonderful.ai/blog-articles/wonderful-raises-550m-series-c", - "publishedAt": null, + "publishedAt": "2026-09-02", "accessedAt": "2026-10-30", "kind": "公司或投资机构资料", - "summary": "业务：企业客户服务Agent并扩展企业AI平台。资料记载成立年份2025。", - "limitation": "原客服分类保留；企业通用平台作辅助标签。收入估算单列" + "summary": "公司自述成立于2025年，产品已覆盖跨部门企业工作流、生产力助手、应用和对话Agent。", + "limitation": "按公司公布定位归类C05，非独立产品测试；与E116是同一公告，不视为第二份独立证据。" }, { "id": "E053", @@ -31243,7 +31279,7 @@ "publishedAt": "2026-09-02", "accessedAt": "2026-10-30", "kind": "公司官方披露", - "summary": "披露5.5亿美元C轮和50亿美元估值", + "summary": "披露5.5亿美元C轮和50亿美元估值；称650名员工、业务覆盖35个以上市场。", "limitation": "金额为该轮融资，不是累计融资或收入" }, { @@ -42234,6 +42270,28 @@ "kind": "公开代码材料", "summary": "公开仓库包含源码目录、配置、启动脚本和部署说明，官方站点可到达所属组织。", "limitation": "未执行代码或复现性能；榜单成绩为维护方声明，star和fork不代表客户或收入。" + }, + { + "id": "DATE-EM-ARR", + "companyId": "AI053", + "title": "Emergent官方历史ARR月份说明", + "url": "https://emergent.sh/news/emergent-named-aiboomi-startup-of-the-year-2026", + "publishedAt": "2026-04-01", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "文章把1亿美元ARR里程碑明确归到2026年2月，平台在2025年中公开推出。", + "limitation": "回顾性公司声明，未审计；具体日期未注明，ARR与伙伴年化收入的定义差异仍存在，不代表当前收入。" + }, + { + "id": "DATE-PEEC-OCT", + "companyId": "AI055", + "title": "Peec AI十月产品及采用公告", + "url": "https://www.globenewswire.com/news-release/2026/10/22/3386740/0/en/peec-ai-launches-peec-agent-and-expands-actions-so-marketing-teams-can-act-on-what-ai-search-says-about-their-brand.html", + "publishedAt": "2026-10-22", + "accessedAt": "2026-10-30", + "kind": "公司新闻稿", + "summary": "公司称超过3500家公司使用平台，发布Peec Agent与Actions，包含计划额度及额外月度credits。", + "limitation": "未说明所有采用公司均为付费；本文未提供新ARR，不能把5月ARR平移到10月；产品效果未独立测试。" } ], "reviews": [ @@ -42566,6 +42624,32 @@ "CN-DEEP-PENDING" ], "handling": "不以备案年份代替成立年，本轮暂不纳入成立年主样本。" + }, + { + "id": "DATE-R-EM", + "type": "收入日期补足", + "company": "Emergent", + "summary": "此前只有推出后八个月，官方回顾文章补充里程碑月份为2026年2月。", + "evidenceIds": [ + "DATE-EM-ARR", + "E106", + "E108" + ], + "handling": "更新同一观测O050，不重复记作新收入；仍保留原文来源和定义差异，月份精度不补成具体日期。" + }, + { + "id": "DATE-R-RECENCY", + "type": "指标时点与业务边界", + "company": "Peec AI / Wonderful", + "summary": "Peec十月更新采用规模但未更新ARR；Wonderful九月扩展平台并披露员工，未提供直接收入核验。", + "evidenceIds": [ + "DATE-PEEC-OCT", + "E089", + "E052", + "E116", + "E105" + ], + "handling": "收入、人数与采用规模按各自时点保存；Wonderful现主营归C05，不把异时点人数与估算收入相除形成精确人效。" } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index e5e2970..8406be4 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-technical-1", + "sourceVersion": "2026-10-30-dates-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 850ed8f9a7adca341f7883fd489e84c910b27bf0 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:48:49 +0800 Subject: [PATCH 08/16] =?UTF-8?q?=E8=A1=A5=E5=85=85Speedrun=E6=94=B6?= =?UTF-8?q?=E5=85=A5=E5=A3=B0=E6=98=8E=E5=B9=B6=E5=85=B3=E8=81=94=E5=85=AC?= =?UTF-8?q?=E5=8F=B8=E6=A0=B8=E6=9F=A5=E8=AE=B0=E5=BD=95?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 5 +- apps/docs/scripts/auth-cli.ts | 6 +- .../docs/src/components/AICompanyResearch.tsx | 16 +- apps/docs/tests/research.test.ts | 23 +- content/research/ai-companies.seed.json | 491 +++++++++++++++++- content/research/ai-income-analysis.json | 2 +- 6 files changed, 526 insertions(+), 17 deletions(-) diff --git a/README.md b/README.md index c846807..71ddfb1 100644 --- a/README.md +++ b/README.md @@ -98,9 +98,10 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,006 条公司/产品记录、10 类业务及待分类组、1,071 条证据记录和 131 条经营观测。 -其中保留 62 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +当前资料包含 1,013 条公司/产品记录、10 类业务及待分类组、1,078 条证据记录和 145 条经营观测。 +其中保留 69 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 +新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页按证据归属链接公司明细，明细反向列出引用其证据的核查；币种不明的声明保留原值，不绘制美元收入长度条。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 91e5a03..0e68c31 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -185,10 +185,10 @@ 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, 1006); + assert.equal(research.companies.length, 1013); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1071); - assert.equal(research.observations.length, 131); + assert.equal(research.evidence.length, 1078); + assert.equal(research.observations.length, 145); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index d3031a7..20f40a7 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -73,7 +73,7 @@ export default function AICompanyResearch() { const selectedCompany = data.companies.find((c) => c.id === selected); const observed = data.observations.filter((o) => ["signal", "estimate"].includes(o.selection)); const disclosedCompanies = new Set(observed.map((o) => o.company)).size; - const revenueCompanies = new Set(data.observations.filter((o) => ["signal", "estimate", "platform"].includes(o.selection)).map((o) => o.company)).size; + const revenueCompanies = data.companies.filter((c) => c.revenueStatus !== "unknown").length; const selectedObservations = data.observations.filter((o) => o.company === selected); const selectedEvidenceIds = new Set([ ...(selectedCompany?.evidenceIds ?? []), ...(selectedCompany?.pricingEvidence ? [selectedCompany.pricingEvidence] : []), @@ -81,6 +81,11 @@ export default function AICompanyResearch() { ...selectedObservations.map((o) => o.evidence), ]); const selectedEvidence = data.evidence.filter((e) => e.companyId === selected || selectedEvidenceIds.has(e.id)); + const evidenceCompanies = new Map(data.evidence.map((e) => [e.id, e.companyId])); + const reviewCompanies = (ids: string[]) => data.companies.filter((c) => + ids.some((id) => evidenceCompanies.get(id) === c.id)); + const selectedReviews = data.reviews.filter((r) => selected && + r.evidenceIds.some((id) => evidenceCompanies.get(id) === selected)); function chooseCategory(id: string) { setCategory(id); setPage(0); setTab("companies"); companySection.current?.scrollIntoView({ behavior: "smooth", block: "start" }); @@ -90,7 +95,7 @@ export default function AICompanyResearch() {
{data.companies.length}公司/产品记录
{data.categories.length}业务类别
-
{revenueCompanies}找到收入信号的公司
+
{revenueCompanies}有收入线索的记录
{data.evidence.length}证据记录

{data.scope}

@@ -138,23 +143,24 @@ export default function AICompanyResearch() { {tab === "revenue" && <>

公司披露与估算的历史里程碑

-

这一组包含 {disclosedCompanies} 家公司的披露或估算信号，多为异时点历史里程碑，ARR 与年化收入口径仍待核对，暂不计算其同期领域均值。上面的平台MRR统计与这一组分开。

+

这一组包含 {disclosedCompanies} 家公司的披露或估算信号，多为异时点历史里程碑，ARR 与年化收入口径仍待核对，暂不计算其同期领域均值。币种未确认的记录仅显示原值，不绘制美元长度条。上面的平台MRR统计与这一组分开。

{observed.map((o) =>
{o.bound !== "=" && o.bound}{money(o.value, o.unit)}
- + {o.unit === "USD" && } {o.kind} · {useLabels[o.selection]} · {o.timing}
)}
{summaries.map((c) => )}
当前研究数据中的收入可得性，目录项未逐一检索；未建立同期、同龄、同口径比较组
业务分类公司披露数仅估算数仅平台数暂无可用数字同期均值 / 离散度
{c.self}{c.estimate}{c.platform}{c.unknown}条件不足

离散度用于筛选值得核查的异常，还需排除公司年龄、口径和披露偏差；不能据此认定财务造假。

} {tab === "sources" && <>

来源链接保留原始位置。相同 URL 的记录可能属于同一披露，不能按记录数计算独立证据数量。

    {data.evidence.slice(sourcePage * evidencePageSize, (sourcePage + 1) * evidencePageSize).map((e) => )}
{data.evidence.length > evidencePageSize && }} - {tab === "reviews" &&
    {data.reviews.map((r) =>
  • {r.type}

    {r.company}

    {r.summary}

    {r.handling}

    {r.evidenceIds.map((id) => { const e=data.evidence.find((item) => item.id === id); return e ? {id} : null; })}
    • )}
} + {tab === "reviews" &&
    {data.reviews.map((r) =>
  • {r.type}

    {r.company}

    {r.summary}

    {r.handling}

    {reviewCompanies(r.evidenceIds).map((c) => )}
    {r.evidenceIds.map((id) => { const e=data.evidence.find((item) => item.id === id); return e ? {id} : null; })}
    • )}
}
{selectedCompany &&

{selectedCompany.name}

资料入口　{selectedCompany.extraUrl && 额外核验入口}

主营业务
{selectedCompany.business}
样本组别
{selectedCompany.cohort}
买家
{selectedCompany.buyer}
收费/交付模式
{selectedCompany.businessModel ?? "待进一步核验"}
收费方式
{selectedCompany.price}
交付证据
{selectedCompany.delivery}
团队口径
{selectedCompany.teamBasis ?? "本轮未核验人数"}
分类依据
{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}
技术验证证据
{technicalReviewLabels[selectedCompany.technicalReview?.level ?? "unreviewed"]}

{selectedCompany.technicalReview?.summary ?? "本轮未形成专项技术评审记录；不表示公司没有技术能力。"}

{selectedCompany.technicalReview && 评审日期：{selectedCompany.technicalReview.reviewedAt}}{selectedCompany.technicalReview?.testScope &&

测试范围：{selectedCompany.technicalReview.testScope}

}

材料可访问仅确认可查看，不证明性能、可靠性或商业交付质量；不同任务不作统一能力排名。

观测主体
{selectedCompany.entityBasis ?? "公司或经营品牌，法律主体未逐一核验"}
身份与限制
{selectedCompany.notes}

经营指标与排除记录

+ {!!selectedReviews.length &&
引用该公司证据的核查记录（{selectedReviews.length}）
    {selectedReviews.map((r) =>
  • {r.type}：{r.summary}

    {r.handling}

    {r.evidenceIds.map((id) => { const item = data.evidence.find((e) => e.id === id); return item ? {id} : null; })}
    • )}
} {selectedObservations.length ?
{selectedObservations.map((o) => )}
指标 / 归属原始数值数据时点用途及限制证据
{o.kind}{o.scope}{o.bound !== "=" && o.bound}{money(o.value,o.unit)}{o.timing}{useLabels[o.selection] ?? o.selection}{o.reason}{o.evidence}
:

本轮尚未找到可记录的量化经营指标。收入保持未知。

}

原始证据

    {selectedEvidence.map((e) => )}
} diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index e125e47..a16cdee 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,9 +23,9 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1006); - assert.equal(initial.evidence.length, 1071); - assert.equal(initial.observations.length, 131); + assert.equal(initial.companies.length, 1013); + assert.equal(initial.evidence.length, 1078); + assert.equal(initial.observations.length, 145); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -63,8 +63,8 @@ test("research validation rejects broken evidence and unsafe source links", () = 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), 1006); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 9); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1013); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 16); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); @@ -93,6 +93,19 @@ test("technical reviews keep accessible materials separate from tested capabilit "an accessible artifact cannot become a test record without a stated test scope"); }); +test("ambiguous ARR claims retain currency, precision and attribution limits", () => { + const snapshot = seed as ResearchSnapshot; + const variant = snapshot.observations.filter((o) => o.company === "AI066"); + assert.deepEqual(variant.filter((o) => o.selection === "crosscheck").map((o) => o.value).sort(), [500000, 600000]); + assert.equal(variant.filter((o) => o.selection === "signal").length, 0); + assert.ok(variant.filter((o) => [2500000, 40000000].includes(o.value)).every((o) => o.selection === "excluded")); + const codos = snapshot.observations.find((o) => o.id === "SR-O-AI065-arr")!; + assert.equal(codos.bound, "≥"); + assert.equal(codos.unit, "币种未注明"); + assert.equal(codos.comparisonGroup, null); + assert.ok(snapshot.observations.filter((o) => o.id.startsWith("SR-O-")).every((o) => o.comparisonGroup === null && o.unit !== "USD")); +}); + // Retractions and forecasts must stay visible for review without becoming revenue signals. test("retracted ARR and projected margins remain excluded", () => { const snapshot = seed as ResearchSnapshot; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index e492fc1..58472d9 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-dates-1", + "version": "2026-10-30-speedrun-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -28320,6 +28320,174 @@ "TECH-MIRO-CODE" ] } + }, + { + "id": "AI063", + "name": "Proper Motion", + "url": "https://speedrun.a16z.com/companies/proper-motion", + "cat": "C03", + "year": 2025, + "team": 3, + "location": "San Francisco, California", + "business": "将运行交互转为学习信号的持续学习Agent基础设施", + "buyer": "Agent开发企业", + "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "notes": "私测三周ARR超过27万（原文$）；另有200万管线，非收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "cohort": "2025年成立（投资机构名录）", + "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", + "price": "本轮未核验实际收费套餐", + "stage": "存在自述收入声明；商业交付与留存未独立核验", + "sourceType": "a16z Speedrun投资机构资料中的公司自述", + "evidenceIds": [ + "SR-E-proper-motion" + ], + "revenueStatus": "self", + "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", + "businessModel": "收费与交付结构待进一步核验" + }, + { + "id": "AI064", + "name": "Cluster", + "url": "https://speedrun.a16z.com/companies/cluster", + "cat": "C06", + "year": 2026, + "team": 3, + "location": "New York, New York", + "business": "以MCP整合GTM工具供Agent执行客户增长任务", + "buyer": "AI原生企业及GTM团队", + "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "notes": "前11周ARR超过26万（原文$）；客户销售管线成果非本公司收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "cohort": "2026年成立（投资机构名录）", + "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", + "price": "本轮未核验实际收费套餐", + "stage": "存在自述收入声明；商业交付与留存未独立核验", + "sourceType": "a16z Speedrun投资机构资料中的公司自述", + "evidenceIds": [ + "SR-E-cluster" + ], + "revenueStatus": "self", + "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", + "businessModel": "收费与交付结构待进一步核验" + }, + { + "id": "AI065", + "name": "Codos", + "url": "https://speedrun.a16z.com/companies/codos", + "cat": "C05", + "year": 2026, + "team": 5, + "location": "San Francisco, California", + "business": "结合实施与Agent平台自动化企业运营", + "buyer": "上市及私募控股企业", + "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "notes": "仅称七位数live ARR；1000万以上客户经营影响非本公司收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "cohort": "2026年成立（投资机构名录）", + "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", + "price": "本轮未核验实际收费套餐", + "stage": "存在自述收入声明；商业交付与留存未独立核验", + "sourceType": "a16z Speedrun投资机构资料中的公司自述", + "evidenceIds": [ + "SR-E-codos" + ], + "revenueStatus": "self", + "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", + "businessModel": "收费与交付结构待进一步核验" + }, + { + "id": "AI066", + "name": "Variant", + "url": "https://speedrun.a16z.com/companies/variant-now", + "cat": "C06", + "year": 2025, + "team": 6, + "location": "Tel Aviv-Yafo, Israel", + "business": "实时调整网站内容与体验，面向转化和品牌增长", + "buyer": "品牌与电商运营团队", + "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "notes": "标题60万ARR，正文50万ARR；未标各自时点，不能认定哪个更新；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "cohort": "2025年成立（投资机构名录）", + "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", + "price": "本轮未核验实际收费套餐", + "stage": "存在自述收入声明；商业交付与留存未独立核验", + "sourceType": "a16z Speedrun投资机构资料中的公司自述", + "evidenceIds": [ + "SR-E-variant-now" + ], + "revenueStatus": "self", + "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", + "businessModel": "收费与交付结构待进一步核验" + }, + { + "id": "AI067", + "name": "Abliteration.ai", + "url": "https://speedrun.a16z.com/companies/abliteration", + "cat": "C01", + "year": 2026, + "team": 2, + "location": "Palo Alto, California", + "business": "面向安全测试等场景提供模型访问服务", + "buyer": "安全专业人员与Agent测试团队", + "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "notes": "标题称700万ARR，正文称超过700万run rate，定义待核；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "cohort": "2026年成立（投资机构名录）", + "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", + "price": "本轮未核验实际收费套餐", + "stage": "存在自述收入声明；商业交付与留存未独立核验", + "sourceType": "a16z Speedrun投资机构资料中的公司自述", + "evidenceIds": [ + "SR-E-abliteration" + ], + "revenueStatus": "self", + "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", + "businessModel": "收费与交付结构待进一步核验" + }, + { + "id": "AI068", + "name": "Quinn", + "url": "https://speedrun.a16z.com/companies/quinn", + "cat": "C05", + "year": 2025, + "team": 10, + "location": "New York, New York", + "business": "面向一线员工的AI培训平台", + "buyer": "企业培训与人力资源团队", + "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "notes": "约五个月从20万至110万以上ARR；65家以上客户不自动等于付费客户；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "cohort": "2025年成立（投资机构名录）", + "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", + "price": "本轮未核验实际收费套餐", + "stage": "存在自述收入声明；商业交付与留存未独立核验", + "sourceType": "a16z Speedrun投资机构资料中的公司自述", + "evidenceIds": [ + "SR-E-quinn" + ], + "revenueStatus": "self", + "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", + "businessModel": "收费与交付结构待进一步核验" + }, + { + "id": "AI069", + "name": "Infragrid", + "url": "https://speedrun.a16z.com/companies/infragrid", + "cat": "C05", + "year": 2026, + "team": 2, + "location": "San Francisco, California", + "business": "观察跨应用工作并通过记忆推荐自动化流程", + "buyer": "企业及知识工作团队", + "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "notes": "自述两周ARR30.2万（原文$），节时比例未经独立测试；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "cohort": "2026年成立（投资机构名录）", + "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", + "price": "本轮未核验实际收费套餐", + "stage": "存在自述收入声明；商业交付与留存未独立核验", + "sourceType": "a16z Speedrun投资机构资料中的公司自述", + "evidenceIds": [ + "SR-E-infragrid" + ], + "revenueStatus": "self", + "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", + "businessModel": "收费与交付结构待进一步核验" } ], "observations": [ @@ -30509,6 +30677,216 @@ "reason": "并非明确付费客户，不能直接作ARPA分母或反推ARR", "bound": ">", "comparisonGroup": null + }, + { + "id": "SR-O-AI063-arr", + "company": "AI063", + "name": "Proper Motion", + "kind": "原文称ARR", + "value": 270000, + "unit": "原文$，币种待核", + "timing": "私测三周后；日历时点未知", + "evidence": "SR-E-proper-motion", + "scope": "公司整体", + "selection": "signal", + "reason": "私测三周里程碑，币种与日期未核；不是当前统一时点值", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR-O-AI063-pipeline", + "company": "AI063", + "name": "Proper Motion", + "kind": "合同管线", + "value": 2000000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-proper-motion", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "Pipeline不是已经实现的收入或ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR-O-AI064-arr", + "company": "AI064", + "name": "Cluster", + "kind": "原文称ARR", + "value": 260000, + "unit": "原文$，币种待核", + "timing": "推出后11周；日历时点未知", + "evidence": "SR-E-cluster", + "scope": "公司整体", + "selection": "signal", + "reason": "前11周里程碑，日期及币种未核", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR-O-AI065-arr", + "company": "AI065", + "name": "Codos", + "kind": "七位数live ARR下界", + "value": 1000000, + "unit": "币种未注明", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-codos", + "scope": "公司整体", + "selection": "signal", + "reason": "仅表示原文七位数的数量级下界，非精确100万；上界小于1000万，币种与合同口径未知", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR-O-AI065-impact", + "company": "AI065", + "name": "Codos", + "kind": "客户经营影响", + "value": 10000000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-codos", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "客户影响金额不是本公司收入", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR-O-AI066-headline", + "company": "AI066", + "name": "Variant", + "kind": "标题称ARR", + "value": 600000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-variant-now", + "scope": "公司整体", + "selection": "crosscheck", + "reason": "与同页正文50万冲突，日期排序未知；保留两值，均不选为代表收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR-O-AI066-body", + "company": "AI066", + "name": "Variant", + "kind": "正文称ARR", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-variant-now", + "scope": "公司整体", + "selection": "crosscheck", + "reason": "与同页标题60万冲突，不能通过取最大值自动选最新", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR-O-AI066-pipeline", + "company": "AI066", + "name": "Variant", + "kind": "合同管线", + "value": 2500000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-variant-now", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "潜在合同不是已实现ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR-O-AI066-biography", + "company": "AI066", + "name": "Variant", + "kind": "创始人此前公司ARR", + "value": 40000000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-variant-now", + "scope": "非同期比较记录", + "selection": "excluded", + "reason": "属于Workiz创始人履历，不归Variant", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR-O-AI067-runrate", + "company": "AI067", + "name": "Abliteration.ai", + "kind": "正文称run rate（标题称ARR）", + "value": 7000000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-abliteration", + "scope": "公司整体", + "selection": "signal", + "reason": "金额相近但经常性定义不明确，排除同期ARR比较", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR-O-AI068-arr", + "company": "AI068", + "name": "Quinn", + "kind": "原文称ARR", + "value": 1100000, + "unit": "原文$，币种待核", + "timing": "约五个月内的末端里程碑；日历时点未知", + "evidence": "SR-E-quinn", + "scope": "公司整体", + "selection": "signal", + "reason": "约五个月后的历史披露下界，币种与日期未核", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR-O-AI068-early", + "company": "AI068", + "name": "Quinn", + "kind": "较早ARR", + "value": 200000, + "unit": "原文$，币种待核", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-quinn", + "scope": "公司整体", + "selection": "historical", + "reason": "同一公司较早阶段，不作第二家公司或第二笔收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR-O-AI068-customers", + "company": "AI068", + "name": "Quinn", + "kind": "客户数", + "value": 65, + "unit": "家", + "timing": "仅相对时长，日历时点未注明", + "evidence": "SR-E-quinn", + "scope": "非同期比较记录", + "selection": "adoption", + "reason": "非明确付费客户数，不直接作ARPA分母", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR-O-AI069-arr", + "company": "AI069", + "name": "Infragrid", + "kind": "原文称ARR", + "value": 302000, + "unit": "原文$，币种待核", + "timing": "两周后；日历时点未知", + "evidence": "SR-E-infragrid", + "scope": "公司整体", + "selection": "signal", + "reason": "两周里程碑；日期、币种和经常性定义未核", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -42292,6 +42670,83 @@ "kind": "公司新闻稿", "summary": "公司称超过3500家公司使用平台，发布Peec Agent与Actions，包含计划额度及额外月度credits。", "limitation": "未说明所有采用公司均为付费；本文未提供新ARR，不能把5月ARR平移到10月；产品效果未独立测试。" + }, + { + "id": "SR-E-proper-motion", + "companyId": "AI063", + "title": "Proper Motion · Speedrun公司资料", + "url": "https://speedrun.a16z.com/companies/proper-motion", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构资料中的公司自述", + "summary": "成立年2025、员工3人；私测三周ARR超过27万（原文$）；另有200万管线，非收入。", + "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" + }, + { + "id": "SR-E-cluster", + "companyId": "AI064", + "title": "Cluster · Speedrun公司资料", + "url": "https://speedrun.a16z.com/companies/cluster", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构资料中的公司自述", + "summary": "成立年2026、员工3人；前11周ARR超过26万（原文$）；客户销售管线成果非本公司收入。", + "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" + }, + { + "id": "SR-E-codos", + "companyId": "AI065", + "title": "Codos · Speedrun公司资料", + "url": "https://speedrun.a16z.com/companies/codos", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构资料中的公司自述", + "summary": "成立年2026、员工5人；仅称七位数live ARR；1000万以上客户经营影响非本公司收入。", + "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" + }, + { + "id": "SR-E-variant-now", + "companyId": "AI066", + "title": "Variant · Speedrun公司资料", + "url": "https://speedrun.a16z.com/companies/variant-now", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构资料中的公司自述", + "summary": "成立年2025、员工6人；标题60万ARR，正文50万ARR；未标各自时点，不能认定哪个更新。", + "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" + }, + { + "id": "SR-E-abliteration", + "companyId": "AI067", + "title": "Abliteration.ai · Speedrun公司资料", + "url": "https://speedrun.a16z.com/companies/abliteration", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构资料中的公司自述", + "summary": "成立年2026、员工2人；标题称700万ARR，正文称超过700万run rate，定义待核。", + "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" + }, + { + "id": "SR-E-quinn", + "companyId": "AI068", + "title": "Quinn · Speedrun公司资料", + "url": "https://speedrun.a16z.com/companies/quinn", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构资料中的公司自述", + "summary": "成立年2025、员工10人；约五个月从20万至110万以上ARR；65家以上客户不自动等于付费客户。", + "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" + }, + { + "id": "SR-E-infragrid", + "companyId": "AI069", + "title": "Infragrid · Speedrun公司资料", + "url": "https://speedrun.a16z.com/companies/infragrid", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构资料中的公司自述", + "summary": "成立年2026、员工2人；自述两周ARR30.2万（原文$），节时比例未经独立测试。", + "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" } ], "reviews": [ @@ -42650,6 +43105,40 @@ "E105" ], "handling": "收入、人数与采用规模按各自时点保存；Wonderful现主营归C05，不把异时点人数与估算收入相除形成精确人效。" + }, + { + "id": "SR-R-VARIANT", + "type": "同页数字与归属", + "company": "Variant", + "summary": "同页标题60万ARR、正文50万ARR，均缺独立截止日；另列管线和创始人此前公司收入。", + "evidenceIds": [ + "SR-E-variant-now" + ], + "handling": "两种ARR数值均作待核交叉记录，不自动取高值；管线与履历金额排除收入比较。" + }, + { + "id": "SR-R-DEFINITION", + "type": "收入精度与定义", + "company": "Abliteration.ai / Codos", + "summary": "前者混用ARR与run rate，后者仅给七位数live ARR且未说明币种。", + "evidenceIds": [ + "SR-E-abliteration", + "SR-E-codos" + ], + "handling": "保留原词、上下界和币种缺项，不把数量级当作精确值，不用于同期领域均值。" + }, + { + "id": "SR-R-PIPELINE", + "type": "时点与合同管线", + "company": "Proper Motion / Cluster / Quinn / Infragrid", + "summary": "收入时点只有相对周数或月数，客户数和管线不等于经常性收入。", + "evidenceIds": [ + "SR-E-proper-motion", + "SR-E-cluster", + "SR-E-quinn", + "SR-E-infragrid" + ], + "handling": "建立公司与历史经营信号，但不以访问日充当收入时点；同一公司历史阶段不重复计入横截面。" } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 8406be4..a34d6e3 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-dates-1", + "sourceVersion": "2026-10-30-speedrun-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 8da38694bcfb7c991d1e5db08f4134bfe61c3bd3 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:54:51 +0800 Subject: [PATCH 09/16] =?UTF-8?q?=E5=A2=9E=E5=8A=A0=E6=94=B6=E5=85=A5?= =?UTF-8?q?=E5=88=86=E5=B8=83=E5=BF=AB=E7=85=A7=E6=8A=A5=E5=91=8A=E4=B8=8E?= =?UTF-8?q?=E5=85=AC=E5=8F=B8=E6=98=8E=E7=BB=86=E7=9B=B4=E8=BE=BE=E9=93=BE?= =?UTF-8?q?=E6=8E=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 2 + .../docs/src/components/AICompanyResearch.tsx | 9 +- content/catalog.json | 7 + .../docs/ai-company-research/00-overview.md | 2 + .../ai-company-research/01-income-snapshot.md | 64 ++++++++ scripts/ci.py | 3 +- scripts/summarize-ai-income.py | 153 ++++++++++++++++++ 7 files changed, 238 insertions(+), 2 deletions(-) create mode 100644 content/docs/ai-company-research/01-income-snapshot.md create mode 100644 scripts/summarize-ai-income.py diff --git a/README.md b/README.md index 71ddfb1..5d86536 100644 --- a/README.md +++ b/README.md @@ -119,6 +119,8 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 页面本身从同一SQLite中的公司与观测记录计算，不读取第二个数据库。 平台同步时间、连接过期状态、业务描述的可编辑性和产品/法律主体未去重限制均保留。 +收入快照报告位于 `/docs/other-research/ai-company-research/income-snapshot`，样本名称链接 `overview?company=` 的公司明细。 +`python3 scripts/summarize-ai-income.py --check` 独立复核统计与报告一致性；不触发编译或构建。数据变更后先审查方法，再运行不带参数的命令更新固定快照。 默认7日样本14个产品；90日窗口新增Gojiberry的8月历史点，营销样本的均值和CV随之明显变化。 这提示先核查时间与样本构成，不能将高离散度直接解释为造假。两个近名营养应用按不同App Store ID分别建档。 diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index 20f40a7..46171c1 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -1,4 +1,5 @@ import { useEffect, useMemo, useRef, useState } from "react"; +import { useRouter } from "next/router"; import IncomeDistribution from "./IncomeDistribution"; import { categorySummary, evidenceUrl, technicalReviewLabels, type ResearchEvidence, type ResearchSnapshot, @@ -30,6 +31,7 @@ function Evidence({ item, prefix = "evidence" }: { item: ResearchEvidence; prefi } export default function AICompanyResearch() { + const router = useRouter(); const [data, setData] = useState(null); const [error, setError] = useState(false); const [attempt, setAttempt] = useState(0); @@ -42,7 +44,12 @@ export default function AICompanyResearch() { const [depth, setDepth] = useState(""); const [teamBand, setTeamBand] = useState(""); const [technicalLevel, setTechnicalLevel] = useState(""); - const [selected, setSelected] = useState(null); + const [selection, setSelection] = useState<{ route: string; id: string | null } | null>(null); + const linkedCompany = router.query.company; + const selected = selection && selection.route === router.asPath ? selection.id + : router.isReady && typeof linkedCompany === "string" && data?.companies.some((c) => c.id === linkedCompany) + ? linkedCompany : null; + function setSelected(id: string | null) { setSelection({ route: router.asPath, id }); } const [tab, setTab] = useState<"companies" | "revenue" | "sources" | "reviews">("companies"); const companySection = useRef(null); const detailSection = useRef(null); diff --git a/content/catalog.json b/content/catalog.json index 86ed7ba..507f3fa 100644 --- a/content/catalog.json +++ b/content/catalog.json @@ -219,6 +219,13 @@ "pretext/12-chapter": { "slug": "source-studies/pretext/applying-the-design", "category": "源码研究" + }, + "ai-company-research/01-income-snapshot": { + "collection": "AI 公司研究", + "group": "公司与市场", + "description": "查看14个产品的平台MRR分布、均值与离散度、历史点敏感性和逐项证据入口。", + "slug": "other-research/ai-company-research/income-snapshot", + "category": "其他研究" } } } diff --git a/content/docs/ai-company-research/00-overview.md b/content/docs/ai-company-research/00-overview.md index d789d95..e51ff7b 100644 --- a/content/docs/ai-company-research/00-overview.md +++ b/content/docs/ai-company-research/00-overview.md @@ -4,6 +4,8 @@ 以下工作台读取研究数据库。首批为公开资料定向试样，成立、公开发布和转型发布分别记录。未披露收入的公司继续保留，避免把收入资料缺失误当成零收入。 +[收入样本分布快照](/docs/other-research/ai-company-research/income-snapshot)列出当前平台MRR的分组结果、逐项证据入口和历史样本敏感性。 + ## 商业模式初评：截至 2026-10-30 以下为研究假设，用于设计付费试验，尚不足以给行业排收益名次。规模、交付证据和收入来源必须一起看；目录条目数量不是市场需求，平台样本也存在自愿公开与幸存者偏差。 diff --git a/content/docs/ai-company-research/01-income-snapshot.md b/content/docs/ai-company-research/01-income-snapshot.md new file mode 100644 index 0000000..eb7dabe --- /dev/null +++ b/content/docs/ai-company-research/01-income-snapshot.md @@ -0,0 +1,64 @@ +# AI 公司收入样本分布快照 + +截至 2026-10-30，7日窗口内有 14 个产品的美元平台MRR可纳入分组描述。创意软件订阅组的样本均值较高、CV也较大；营销软件组与消费者个人应用组的CV接近。各组只有1至5个产品，尚不足以估计行业总体或造假概率。 + +这是已采集资料的固定快照。[动态工作台](/docs/other-research/ai-company-research/overview)提供筛选与原始证据。窗口按最后同步日计算，不保证所有点同日，也不是1,013条公司/产品记录的收入普查。 + +## 7日窗口的分组结果 + +MRR单位为美元每月。CV为样本标准差除以均值；最大值剔除降幅表示移除最高收入产品后均值下降的比例。单个样本不计算离散度。 + +| 业务及收费模式 | 平台 | 样本数 | 均值 | 中位数 | CV | 最大值剔除降幅 | +| --- | --- | --- | --- | --- | --- | --- | +| 客户与收入运营 · 软件订阅 | Stripe | 4 | 34,815 | 36,723 | 0.469 | 16.9% | +| 内容与创意 · 消费者订阅 | RevenueCat | 1 | 53,101 | 53,101 | 不计算 | 不计算 | +| 内容与创意 · 内容制作服务 | Stripe | 1 | 62,423 | 62,423 | 不计算 | 不计算 | +| 内容与创意 · 软件订阅 | Stripe | 3 | 41,693 | 49,069 | 0.674 | 28.4% | +| 消费者个人应用 · 消费者订阅 | RevenueCat | 5 | 25,349 | 20,483 | 0.471 | 20.9% | + +在至少3个样本的组内，内容创意软件订阅的均值较高，但移除最大样本后的下降也最大。营销软件与个人应用的CV仅有微小差别，不据此宣称哪个领域更稳定。两个内容类单样本组虽有更高数值，不能作为典型收入或领域排名。 + +均值和中位数接近只描述当前采集点，并不证明样本具有代表性。平台公开者、成立年、规模、获客渠道与收费方式均可能影响结果。 + +## 样本与证据入口 + +点击产品名称可打开公司明细，再查看平台记录及其限制。连接已过期的近期快照仍按所标日期保留，并不表示连接当前有效。 + +| 产品 | 成立年 | MRR美元每月 | 最后同步 | 平台 | 连接状态 | +| --- | --- | --- | --- | --- | --- | +| [Boothie](/docs/other-research/ai-company-research/overview?company=MR001#research-company-detail) | 2026 | 53,101 | 2026-10-29 | RevenueCat | 采集时未标过期 | +| [White Glove Content](/docs/other-research/ai-company-research/overview?company=MR002#research-company-detail) | 2026 | 62,423 | 2026-10-29 | Stripe | 采集时未标过期 | +| [Speel.co](/docs/other-research/ai-company-research/overview?company=MR003#research-company-detail) | 2025 | 65,381 | 2026-10-29 | Stripe | 采集时未标过期 | +| [Laper](/docs/other-research/ai-company-research/overview?company=MR004#research-company-detail) | 2025 | 49,069 | 2026-10-29 | Stripe | 采集时未标过期 | +| [GETebook.ai](/docs/other-research/ai-company-research/overview?company=MR005#research-company-detail) | 2025 | 10,629 | 2026-10-29 | Stripe | 采集时未标过期 | +| [TrackAI](/docs/other-research/ai-company-research/overview?company=MR006#research-company-detail) | 2025 | 19,437 | 2026-10-27 | RevenueCat | 已过期的日期快照 | +| [nutrIA（Nutria Inc）](/docs/other-research/ai-company-research/overview?company=MR007#research-company-detail) | 2025 | 18,198 | 2026-10-29 | RevenueCat | 采集时未标过期 | +| [Calyra（平台名Nutria 9e3eaa）](/docs/other-research/ai-company-research/overview?company=MR008#research-company-detail) | 2025 | 46,562 | 2026-10-29 | RevenueCat | 采集时未标过期 | +| [Verbi](/docs/other-research/ai-company-research/overview?company=MR009#research-company-detail) | 2026 | 22,066 | 2026-10-29 | RevenueCat | 采集时未标过期 | +| [AbMaxx](/docs/other-research/ai-company-research/overview?company=MR010#research-company-detail) | 2026 | 20,483 | 2026-10-29 | RevenueCat | 采集时未标过期 | +| [traxy.ai](/docs/other-research/ai-company-research/overview?company=MR011#research-company-detail) | 2026 | 52,438 | 2026-10-29 | Stripe | 采集时未标过期 | +| [NotFair](/docs/other-research/ai-company-research/overview?company=MR012#research-company-detail) | 2026 | 13,376 | 2026-10-29 | Stripe | 采集时未标过期 | +| [Rank Prompt](/docs/other-research/ai-company-research/overview?company=MR015#research-company-detail) | 2025 | 40,112 | 2026-10-29 | Stripe | 采集时未标过期 | +| [ChatSEO](/docs/other-research/ai-company-research/overview?company=MR016#research-company-detail) | 2025 | 33,334 | 2026-10-29 | Stripe | 采集时未标过期 | + +## 扩大窗口后的敏感性 + +营销软件订阅组从7日窗口的4个产品扩大到90日窗口的5个产品，均值从34,815升至112,726美元每月，中位数从36,723变为40,112，CV从0.469升至1.551。 + +新增点来自[Gojiberry AI](/docs/other-research/ai-company-research/overview?company=AI016#research-company-detail)的8月历史快照，连接已过期。移除该最大值后，均值回到34,815美元，下降69.1%。这是日期与样本构成的敏感性，不能解释为行业风险变化。 + +## 默认窗口排除的历史记录 + +| 产品 | MRR美元每月 | 最后同步 | 排除原因 | +| --- | --- | --- | --- | +| [Adspirer](/docs/other-research/ai-company-research/overview?company=MR013#research-company-detail) | 54,684 | 2026-06-29 | 超过7日窗口，保留历史观测 | +| [PROSP](/docs/other-research/ai-company-research/overview?company=MR014#research-company-detail) | 128,005 | 2026-02-05 | 超过7日窗口，保留历史观测 | +| [Gojiberry AI](/docs/other-research/ai-company-research/overview?company=AI016#research-company-detail) | 424,368 | 2026-08-14 | 超过7日窗口，保留历史观测 | + +## 对 ARR 与商业模式的含义 + +MRR乘12只是参考年化。公司声明的ARR、合同管线、近30日收款、一次性额度和服务交付收入仍需分开；支付平台重建指标也不等于财务审计。方法与平台限制见[TrustMRR FAQ](https://trustmrr.com/faq)。 + +当前更适合选择访谈对象和设计收费试验，不能据最高均值直接决定业务方向。软件订阅优先核留存与推理成本，服务交付优先核人工工时和返工，消费者应用优先核渠道成本、退款和平台抽成。 + +行业ARR比较仍需补齐同一业务截止日、币种、经常性定义及业务边界。收入日期不完整或同页数值冲突的声明，继续保留在[核查工作台](/docs/other-research/ai-company-research/overview)，不补成零值或精确数字。 diff --git a/scripts/ci.py b/scripts/ci.py index 5fa476d..6f37b87 100644 --- a/scripts/ci.py +++ b/scripts/ci.py @@ -14,7 +14,7 @@ ROOT = Path(__file__).resolve().parents[1] APP = "endorphin-tabularium-docs" INPUTS = ["Dockerfile", "Dockerfile.ci", ".dockerignore", ".npmrc", "package.json", "pnpm-lock.yaml", "pnpm-workspace.yaml", "apps/docs", "content", "tools/figures", - "scripts/check-container.sh", "scripts/ci.py"] + "scripts/check-container.sh", "scripts/ci.py", "scripts/summarize-ai-income.py"] def run(*args: str, capture: bool = False) -> str: @@ -63,6 +63,7 @@ def smoke_image(image: str, name: str) -> None: def main() -> None: os.chdir(ROOT) + run(sys.executable, "scripts/summarize-ai-income.py", "--check") run(sys.executable, "-m", "unittest", "discover", "-s", "scripts", "-p", "test_*.py") scope = os.environ.get("CI_CACHE_SCOPE", "main") if not re.fullmatch(r"main|pr-[0-9]+", scope): diff --git a/scripts/summarize-ai-income.py b/scripts/summarize-ai-income.py new file mode 100644 index 0000000..7cadb1c --- /dev/null +++ b/scripts/summarize-ai-income.py @@ -0,0 +1,153 @@ +"""Render a fixed research snapshot; --check performs data analysis only, no build.""" +import argparse +import datetime as dt +import json +from pathlib import Path +import statistics as st +import sys + +ROOT = Path(__file__).resolve().parents[1] +DATA = json.loads((ROOT / 'content/research/ai-companies.seed.json').read_text()) +REFERENCE = json.loads((ROOT / 'content/research/ai-income-analysis.json').read_text()) +TARGET = ROOT / 'content/docs/ai-company-research/01-income-snapshot.md' +BASE = '/docs/other-research/ai-company-research/overview' +COMPANIES = {c['id']: c for c in DATA['companies']} +CATEGORIES = {c['id']: c['name'] for c in DATA['categories']} +END = dt.date.fromisoformat(DATA['asOf']) + + +def sample(days): + latest, excluded = {}, [] + for o in DATA['observations']: + if o.get('selection') != 'platform' or o.get('metric') != 'mrr': + continue + c = COMPANIES[o['company']] + day = o.get('observedAt') + try: + parsed = dt.date.fromisoformat(day) + valid_date = parsed.isoformat() == day + except (TypeError, ValueError): + valid_date = False + valid = (c['year'] in (2025, 2026) and o.get('origin') == 'payment-platform' + and o['unit'] == 'USD' and o['bound'] == '=' + and o.get('comparisonGroup') == 'trustmrr-usd-mrr' + and o.get('provider') and isinstance(o['value'], (int, float)) + and 0 <= o['value'] < float('inf') and valid_date + and 0 <= (END - parsed).days <= days) + if not valid: + excluded.append(o) + continue + prior = latest.get(c['id']) + if prior is None or day > prior['observedAt']: + latest[c['id']] = o + return latest, excluded + + +def groups(points): + result = {} + for cid, o in points.items(): + c = COMPANIES[cid] + key = (c['cat'], o['provider'], c.get('businessModel', '收费模式未核验')) + result.setdefault(key, []).append(o['value']) + return result + + +def stats(values): + mean = st.mean(values) + sd = st.stdev(values) if len(values) > 1 else None + reduced = st.mean(sorted(values)[:-1]) if len(values) > 1 else None + return dict(n=len(values), mean=mean, median=st.median(values), + sampleDeviation=sd, cv=sd / mean if sd is not None and mean else None, + meanWithoutLargest=reduced, + largestRemovalDrop=(mean - reduced) / mean if reduced is not None and mean else None) + + +def verify(): + assert REFERENCE['sourceVersion'] == DATA['version'], 'Reference revision mismatch' + for window in REFERENCE['windows']: + points, _ = sample(window['days']) + assert set(points) == set(window['products']), 'Sample selection mismatch' + computed = groups(points) + assert len(computed) == len(window['groups']) + for group in window['groups']: + values = computed[(group['category'], group['provider'], group['model'])] + for key, value in stats(values).items(): + expected = group[key] + assert (value is None and expected is None) or ( + value is not None and expected is not None + and abs(value - expected) <= 1e-8 * max(1, abs(expected))), key + + +def money(value): + return f'{value:,.0f}' if value is not None else '不计算' + + +def link(cid): + return f"[{COMPANIES[cid]['name']}]({BASE}?company={cid}#research-company-detail)" + + +def render(): + points, excluded = sample(7) + lines = [ + '# AI 公司收入样本分布快照', '', + f"截至 {DATA['asOf']}，7日窗口内有 {len(points)} 个产品的美元平台MRR可纳入分组描述。创意软件订阅组的样本均值较高、CV也较大；营销软件组与消费者个人应用组的CV接近。各组只有1至5个产品，尚不足以估计行业总体或造假概率。", '', + f"这是已采集资料的固定快照。[动态工作台]({BASE})提供筛选与原始证据。窗口按最后同步日计算，不保证所有点同日，也不是{len(DATA['companies']):,}条公司/产品记录的收入普查。", '', + '## 7日窗口的分组结果', '', + 'MRR单位为美元每月。CV为样本标准差除以均值；最大值剔除降幅表示移除最高收入产品后均值下降的比例。单个样本不计算离散度。', '', + '| 业务及收费模式 | 平台 | 样本数 | 均值 | 中位数 | CV | 最大值剔除降幅 |', + '| --- | --- | --- | --- | --- | --- | --- |', + ] + for key, values in sorted(groups(points).items()): + cat, provider, model = key + v = stats(values) + cv = f"{v['cv']:.3f}" if v['cv'] is not None else '不计算' + drop = f"{v['largestRemovalDrop']:.1%}" if v['largestRemovalDrop'] is not None else '不计算' + lines.append(f"| {CATEGORIES[cat]} · {model} | {provider} | {v['n']} | {money(v['mean'])} | {money(v['median'])} | {cv} | {drop} |") + lines += ['', + '在至少3个样本的组内，内容创意软件订阅的均值较高，但移除最大样本后的下降也最大。营销软件与个人应用的CV仅有微小差别，不据此宣称哪个领域更稳定。两个内容类单样本组虽有更高数值，不能作为典型收入或领域排名。', '', + '均值和中位数接近只描述当前采集点，并不证明样本具有代表性。平台公开者、成立年、规模、获客渠道与收费方式均可能影响结果。', '', + '## 样本与证据入口', '', + '点击产品名称可打开公司明细，再查看平台记录及其限制。连接已过期的近期快照仍按所标日期保留，并不表示连接当前有效。', '', + '| 产品 | 成立年 | MRR美元每月 | 最后同步 | 平台 | 连接状态 |', + '| --- | --- | --- | --- | --- | --- |', + ] + for cid, o in sorted(points.items()): + status = '已过期的日期快照' if o.get('connectionExpired') else '采集时未标过期' + lines.append(f"| {link(cid)} | {COMPANIES[cid]['year']} | {money(o['value'])} | {o['observedAt']} | {o['provider']} | {status} |") + fresh = stats(groups(points)[('C06', 'Stripe', '软件订阅')]) + broad, _ = sample(90) + older = stats(groups(broad)[('C06', 'Stripe', '软件订阅')]) + lines += ['', '## 扩大窗口后的敏感性', '', + f"营销软件订阅组从7日窗口的{fresh['n']}个产品扩大到90日窗口的{older['n']}个产品，均值从{money(fresh['mean'])}升至{money(older['mean'])}美元每月，中位数从{money(fresh['median'])}变为{money(older['median'])}，CV从{fresh['cv']:.3f}升至{older['cv']:.3f}。", '', + f"新增点来自{link('AI016')}的8月历史快照，连接已过期。移除该最大值后，均值回到{money(older['meanWithoutLargest'])}美元，下降{older['largestRemovalDrop']:.1%}。这是日期与样本构成的敏感性，不能解释为行业风险变化。", '', + '## 默认窗口排除的历史记录', '', + '| 产品 | MRR美元每月 | 最后同步 | 排除原因 |', + '| --- | --- | --- | --- |', + ] + for o in excluded: + lines.append(f"| {link(o['company'])} | {money(o['value'])} | {o.get('observedAt', '未知')} | 超过7日窗口，保留历史观测 |") + lines += ['', '## 对 ARR 与商业模式的含义', '', + 'MRR乘12只是参考年化。公司声明的ARR、合同管线、近30日收款、一次性额度和服务交付收入仍需分开；支付平台重建指标也不等于财务审计。方法与平台限制见[TrustMRR FAQ](https://trustmrr.com/faq)。', '', + '当前更适合选择访谈对象和设计收费试验，不能据最高均值直接决定业务方向。软件订阅优先核留存与推理成本，服务交付优先核人工工时和返工，消费者应用优先核渠道成本、退款和平台抽成。', '', + f"行业ARR比较仍需补齐同一业务截止日、币种、经常性定义及业务边界。收入日期不完整或同页数值冲突的声明，继续保留在[核查工作台]({BASE})，不补成零值或精确数字。", '', + ] + return '\n'.join(lines) + + +def main(): + parser = argparse.ArgumentParser(description=__doc__) + parser.add_argument('--check', action='store_true') + args = parser.parse_args() + verify() + content = render() + if args.check: + if not TARGET.exists() or TARGET.read_text() != content: + sys.exit('Income snapshot differs; regenerate after reviewing data changes') + print('Income reference, samples and report are consistent') + else: + TARGET.write_text(content) + print(TARGET.relative_to(ROOT)) + + +if __name__ == '__main__': + main() -- 2.52.0 From 5ee28cef986e30f19009f0cc381743d674558607 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 05:58:54 +0800 Subject: [PATCH 10/16] =?UTF-8?q?=E8=A1=A5=E5=85=85Gradium=E7=AC=AC?= =?UTF-8?q?=E4=B8=89=E6=96=B9=E8=AF=AD=E9=9F=B3=E8=AF=84=E6=B5=8B=E5=8F=8A?= =?UTF-8?q?=E6=B5=8B=E8=AF=95=E8=8C=83=E5=9B=B4?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 6 +- apps/docs/scripts/auth-cli.ts | 4 +- .../docs/src/components/AICompanyResearch.tsx | 4 +- apps/docs/src/lib/ai-research.ts | 2 +- apps/docs/tests/research.test.ts | 11 ++- content/research/ai-companies.seed.json | 96 ++++++++++++++++++- content/research/ai-income-analysis.json | 2 +- 7 files changed, 109 insertions(+), 16 deletions(-) diff --git a/README.md b/README.md index 5d86536..ad967c7 100644 --- a/README.md +++ b/README.md @@ -98,7 +98,7 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,013 条公司/产品记录、10 类业务及待分类组、1,078 条证据记录和 145 条经营观测。 +当前资料包含 1,013 条公司/产品记录、10 类业务及待分类组、1,080 条证据记录和 148 条经营与技术观测。 其中保留 69 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页按证据归属链接公司明细，明细反向列出引用其证据的核查；币种不明的声明保留原值，不绘制美元收入长度条。 @@ -137,8 +137,8 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 其中121条原待分类记录已按YC官方业务介绍人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； 仍有3条因简介不足保留待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 AI 关键词可能出现在业务背景中，收入、买家和交付状态仍须逐家深查，不能把目录项的未知收入当作未披露。 -技术专项评审用独立字段记录层级、日期、摘要与证据：未评审、已读技术自述、公开代码/模型材料可访问、有独立测试记录。 -当前仅5条完成该字段的专项记录，其中2条确认材料可访问；没有独立测试记录。缺字段不表示无技术能力，代码或模型卡可读不证明性能。 +技术专项评审用独立字段记录层级、日期、摘要与证据：未评审、已读技术自述、公开代码/模型材料可访问、有第三方独立评测记录。 +当前6条完成该字段的专项记录，其中2条确认材料可访问、1条记录第三方已发表评测（Gradium TTS Sep 2026）；本轮未自行运行模型测试。缺字段不表示无技术能力，代码或模型卡可读不证明性能。 界面支持按资料深度、记录团队规模和技术验证证据筛选；证据列表每页 30 条，避免一次渲染全部来源。 `pnpm test:research` 在远程 Runner 上验证同库持久化、重复读取、版本导入与回退、 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 0e68c31..ee20608 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -187,8 +187,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1013); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1078); - assert.equal(research.observations.length, 145); + assert.equal(research.evidence.length, 1080); + assert.equal(research.observations.length, 148); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index 46171c1..4ce641c 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -11,7 +11,7 @@ const revenueLabels = { self: "公司披露，待核口径", estimate: "仅第 const useLabels: Record = { platform: "支付平台记录", signal: "公司披露信号", estimate: "第三方估算", historical: "历史里程碑", "historical-estimate": "其他时点估算", excluded: "排除收入比较", scale: "团队规模", adoption: "采用规模", - funding: "融资", crosscheck: "同一里程碑的其他资料", + funding: "融资", technical: "第三方技术评测", crosscheck: "同一里程碑的其他资料", }; const money = (value: number, unit = "USD") => unit === "USD" ? new Intl.NumberFormat("zh-CN", { style: "currency", currency: "USD", maximumFractionDigits: 0 }).format(value) @@ -166,7 +166,7 @@ export default function AICompanyResearch() {

{selectedCompany.name}

资料入口　{selectedCompany.extraUrl && 额外核验入口}

主营业务
{selectedCompany.business}
样本组别
{selectedCompany.cohort}
买家
{selectedCompany.buyer}
收费/交付模式
{selectedCompany.businessModel ?? "待进一步核验"}
收费方式
{selectedCompany.price}
交付证据
{selectedCompany.delivery}
团队口径
{selectedCompany.teamBasis ?? "本轮未核验人数"}
分类依据
{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}
技术验证证据
{technicalReviewLabels[selectedCompany.technicalReview?.level ?? "unreviewed"]}

{selectedCompany.technicalReview?.summary ?? "本轮未形成专项技术评审记录；不表示公司没有技术能力。"}

{selectedCompany.technicalReview && 评审日期：{selectedCompany.technicalReview.reviewedAt}}{selectedCompany.technicalReview?.testScope &&

测试范围：{selectedCompany.technicalReview.testScope}

}

材料可访问仅确认可查看，不证明性能、可靠性或商业交付质量；不同任务不作统一能力排名。

观测主体
{selectedCompany.entityBasis ?? "公司或经营品牌，法律主体未逐一核验"}
身份与限制
{selectedCompany.notes}
-

经营指标与排除记录

+

经营与技术观测

{!!selectedReviews.length &&
引用该公司证据的核查记录（{selectedReviews.length}）
    {selectedReviews.map((r) =>
  • {r.type}：{r.summary}

    {r.handling}

    {r.evidenceIds.map((id) => { const item = data.evidence.find((e) => e.id === id); return item ? {id} : null; })}
    • )}
} {selectedObservations.length ?
{selectedObservations.map((o) => )}
指标 / 归属原始数值数据时点用途及限制证据
{o.kind}{o.scope}{o.bound !== "=" && o.bound}{money(o.value,o.unit)}{o.timing}{useLabels[o.selection] ?? o.selection}{o.reason}{o.evidence}
:

本轮尚未找到可记录的量化经营指标。收入保持未知。

}

原始证据

    {selectedEvidence.map((e) => )}
diff --git a/apps/docs/src/lib/ai-research.ts b/apps/docs/src/lib/ai-research.ts index 465eeb5..1f48de7 100644 --- a/apps/docs/src/lib/ai-research.ts +++ b/apps/docs/src/lib/ai-research.ts @@ -3,7 +3,7 @@ export const technicalReviewLabels = { unreviewed: "技术证据尚未专项评审", description: "已读技术自述", "public-artifact": "公开代码/模型材料可访问", - "independent-test": "有独立测试记录", + "independent-test": "有第三方独立评测记录", }; export type ResearchCompany = { id: string; name: string; url: string; cat: string; year: number | null; diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index a16cdee..33cc9a6 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -24,8 +24,8 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1013); - assert.equal(initial.evidence.length, 1078); - assert.equal(initial.observations.length, 145); + assert.equal(initial.evidence.length, 1080); + assert.equal(initial.observations.length, 148); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -75,9 +75,12 @@ test("disclosure counts exclude client income, biographies, targets and duplicat test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 5); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 6); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 2); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 0); + 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/); + assert.ok(snapshot.observations.filter((o) => o.id.startsWith("TECH-GRAD-O-")).every((o) => o.selection === "technical" && o.comparisonGroup === null)); const company = snapshot.companies.find((c) => c.id === "AI061")!; const review = company.technicalReview!; review.evidenceIds = ["missing-technical-evidence"]; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 58472d9..140dc37 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-speedrun-1", + "version": "2026-10-30-benchmark-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -1317,9 +1317,21 @@ "sourceType": "公司或投资机构资料", "pricingEvidence": "E132", "evidenceIds": [ - "E051" + "E051", + "TECH-GRAD-TTS", + "TECH-GRAD-METHOD" ], - "revenueStatus": "unknown" + "revenueStatus": "unknown", + "technicalReview": { + "level": "independent-test", + "reviewedAt": "2026-10-30", + "summary": "Artificial Analysis公开提供Gradium TTS Sep 2026的Provider Voice Arena偏好评测，Elo 1175，95%区间1162—1188。属于第三方已发表结果，本轮未自行复测。", + "evidenceIds": [ + "TECH-GRAD-TTS", + "TECH-GRAD-METHOD" + ], + "testScope": "评测方Artificial Analysis；模型Gradium TTS (Sep 2026)；英语服务商原生音色、同文本成对听感偏好投票，隐藏模型名。该榜不是固定音色控制实验，也不测端到端语音Agent可靠性、全部语言或企业整体能力。" + } }, { "id": "AI052", @@ -30887,6 +30899,51 @@ "reason": "两周里程碑；日期、币种和经常性定义未核", "bound": "=", "comparisonGroup": null + }, + { + "id": "TECH-GRAD-O-elo", + "company": "AI051", + "name": "Gradium", + "kind": "TTS偏好Elo（95%区间1162—1188）", + "value": 1175, + "unit": "Elo", + "timing": "2026-10-30榜单访问快照；模型标注Sep 2026", + "evidence": "TECH-GRAD-TTS", + "scope": "Gradium TTS (Sep 2026)，Provider Voice Arena", + "selection": "technical", + "reason": "仅同一Provider Voice Arena内有相对意义，非准确率或公司评分", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "TECH-GRAD-O-samples", + "company": "AI051", + "name": "Gradium", + "kind": "页面Samples计数", + "value": 2534, + "unit": "比较样本", + "timing": "2026-10-30榜单访问快照；模型标注Sep 2026", + "evidence": "TECH-GRAD-TTS", + "scope": "Gradium TTS (Sep 2026)，Provider Voice Arena", + "selection": "technical", + "reason": "不是独立付费用户或去重评审人数，不作为客户规模", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "TECH-GRAD-O-price", + "company": "AI051", + "name": "Gradium", + "kind": "第三方折算TTS价格", + "value": 47.8, + "unit": "USD/百万字符", + "timing": "2026-10-30榜单访问快照；模型标注Sep 2026", + "evidence": "TECH-GRAD-TTS", + "scope": "Gradium TTS (Sep 2026)，Provider Voice Arena", + "selection": "technical", + "reason": "按评测方方法折算；不是公司收入、推理成本或毛利", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -42747,6 +42804,28 @@ "kind": "投资机构资料中的公司自述", "summary": "成立年2026、员工2人；自述两周ARR30.2万（原文$），节时比例未经独立测试。", "limitation": "投资方有利益关系，非独立财务核验；精确收入截止日、币种与经常性定义不完整；管线、客户成果及创始人前公司经历不得作为本公司收入。" + }, + { + "id": "TECH-GRAD-TTS", + "companyId": "AI051", + "title": "Gradium TTS Sep 2026 第三方语音榜单", + "url": "https://artificialanalysis.ai/text-to-speech/leaderboard/provider-voice", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "第三方公开评测", + "summary": "读取时Gradium TTS (Sep 2026) Elo 1175，95%区间1162—1188；Samples为2534，展示8种音色；折算价格47.8美元/百万字符。", + "limitation": "动态榜单的访问快照，不是模型发布日期的评测结果；Samples不等于独立用户数。偏好分数不是正确率，折算价格不是企业毛利或真实客户ARPA。" + }, + { + "id": "TECH-GRAD-METHOD", + "companyId": "AI051", + "title": "Artificial Analysis语音评测方法", + "url": "https://artificialanalysis.ai/methodology/text-to-speech", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "评测方方法说明", + "summary": "同文本成对音频、模型名隐藏后投票；原生音色榜与固定克隆音色榜分开。评分由成对偏好拟合，公布95%区间，榜单多次更新。", + "limitation": "评测方声明不收取上榜或有利结果报酬；本轮未独立审计评测方。原生音色选择影响结果，英语偏好不能推广为全部语言、实时延迟或企业交付能力。" } ], "reviews": [ @@ -43139,6 +43218,17 @@ "SR-E-infragrid" ], "handling": "建立公司与历史经营信号，但不以访问日充当收入时点；同一公司历史阶段不重复计入横截面。" + }, + { + "id": "TECH-GRAD-R-SCOPE", + "type": "技术评测范围", + "company": "Gradium", + "summary": "第三方语音偏好结果仅覆盖榜单所选版本、音色和任务，不是企业整体能力或实际客户经营证据。", + "evidenceIds": [ + "TECH-GRAD-TTS", + "TECH-GRAD-METHOD" + ], + "handling": "记录榜单快照与区间，明确第三方评测、本轮未复测；不将Elo当百分比、Samples当客户数或折算价格当毛利。" } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index a34d6e3..1b661a8 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-speedrun-1", + "sourceVersion": "2026-10-30-benchmark-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From f93e094ba23791b38f5086063526daf5aee1cc9b Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 06:02:20 +0800 Subject: [PATCH 11/16] =?UTF-8?q?=E6=98=8E=E7=A1=AE=E6=A0=B8=E6=9F=A5?= =?UTF-8?q?=E8=8C=83=E5=9B=B4=E5=B9=B6=E8=A1=A5=E9=BD=90=E5=85=AC=E5=8F=B8?= =?UTF-8?q?=E6=98=8E=E7=BB=86=E5=85=B3=E8=81=94?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 2 +- .../docs/src/components/AICompanyResearch.tsx | 16 +- apps/docs/src/lib/ai-research.ts | 16 +- apps/docs/tests/research.test.ts | 22 +- content/research/ai-companies.seed.json | 215 +++++++++++++++--- content/research/ai-income-analysis.json | 2 +- 6 files changed, 224 insertions(+), 49 deletions(-) diff --git a/README.md b/README.md index ad967c7..9db124d 100644 --- a/README.md +++ b/README.md @@ -101,7 +101,7 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 当前资料包含 1,013 条公司/产品记录、10 类业务及待分类组、1,080 条证据记录和 148 条经营与技术观测。 其中保留 69 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 -新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页按证据归属链接公司明细，明细反向列出引用其证据的核查；币种不明的声明保留原值，不绘制美元收入长度条。 +新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；36条核查中25条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index 4ce641c..836687d 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -2,7 +2,7 @@ import { useEffect, useMemo, useRef, useState } from "react"; import { useRouter } from "next/router"; import IncomeDistribution from "./IncomeDistribution"; import { - categorySummary, evidenceUrl, technicalReviewLabels, type ResearchEvidence, type ResearchSnapshot, + categorySummary, evidenceUrl, technicalReviewLabels, reviewCompanyIds, type ResearchEvidence, type ResearchReview, type ResearchSnapshot, } from "@/lib/ai-research"; const pageSize = 12; @@ -88,11 +88,11 @@ export default function AICompanyResearch() { ...selectedObservations.map((o) => o.evidence), ]); const selectedEvidence = data.evidence.filter((e) => e.companyId === selected || selectedEvidenceIds.has(e.id)); - const evidenceCompanies = new Map(data.evidence.map((e) => [e.id, e.companyId])); - const reviewCompanies = (ids: string[]) => data.companies.filter((c) => - ids.some((id) => evidenceCompanies.get(id) === c.id)); - const selectedReviews = data.reviews.filter((r) => selected && - r.evidenceIds.some((id) => evidenceCompanies.get(id) === selected)); + const reviewCompanies = (review: ResearchReview) => { + const ids = new Set(reviewCompanyIds(data, review)); + return data.companies.filter((c) => ids.has(c.id)); + }; + const selectedReviews = data.reviews.filter((r) => selected && reviewCompanyIds(data, r).includes(selected)); function chooseCategory(id: string) { setCategory(id); setPage(0); setTab("companies"); companySection.current?.scrollIntoView({ behavior: "smooth", block: "start" }); @@ -160,14 +160,14 @@ export default function AICompanyResearch() {

离散度用于筛选值得核查的异常，还需排除公司年龄、口径和披露偏差；不能据此认定财务造假。

} {tab === "sources" && <>

来源链接保留原始位置。相同 URL 的记录可能属于同一披露，不能按记录数计算独立证据数量。

    {data.evidence.slice(sourcePage * evidencePageSize, (sourcePage + 1) * evidencePageSize).map((e) => )}
{data.evidence.length > evidencePageSize && }} - {tab === "reviews" &&
    {data.reviews.map((r) =>
  • {r.type}

    {r.company}

    {r.summary}

    {r.handling}

    {reviewCompanies(r.evidenceIds).map((c) => )}
    {r.evidenceIds.map((id) => { const e=data.evidence.find((item) => item.id === id); return e ? {id} : null; })}
    • )}
} + {tab === "reviews" &&
    {data.reviews.map((r) =>
  • {r.type}

    {r.company}

    {r.scope === "dataset" && 全局数据方法核查}{r.scope === "excluded-candidate" && 未纳入公司表的候选}

    {r.summary}

    {r.handling}

    {reviewCompanies(r).map((c) => )}
    {r.evidenceIds.map((id) => { const e=data.evidence.find((item) => item.id === id); return e ? {id} : null; })}
    • )}
}
{selectedCompany &&

{selectedCompany.name}

资料入口　{selectedCompany.extraUrl && 额外核验入口}

主营业务
{selectedCompany.business}
样本组别
{selectedCompany.cohort}
买家
{selectedCompany.buyer}
收费/交付模式
{selectedCompany.businessModel ?? "待进一步核验"}
收费方式
{selectedCompany.price}
交付证据
{selectedCompany.delivery}
团队口径
{selectedCompany.teamBasis ?? "本轮未核验人数"}
分类依据
{selectedCompany.classificationBasis ?? "原有个案分类；随研究复核"}
技术验证证据
{technicalReviewLabels[selectedCompany.technicalReview?.level ?? "unreviewed"]}

{selectedCompany.technicalReview?.summary ?? "本轮未形成专项技术评审记录；不表示公司没有技术能力。"}

{selectedCompany.technicalReview && 评审日期：{selectedCompany.technicalReview.reviewedAt}}{selectedCompany.technicalReview?.testScope &&

测试范围：{selectedCompany.technicalReview.testScope}

}

材料可访问仅确认可查看，不证明性能、可靠性或商业交付质量；不同任务不作统一能力排名。

观测主体
{selectedCompany.entityBasis ?? "公司或经营品牌，法律主体未逐一核验"}
身份与限制
{selectedCompany.notes}

经营与技术观测

- {!!selectedReviews.length &&
引用该公司证据的核查记录（{selectedReviews.length}）
    {selectedReviews.map((r) =>
  • {r.type}：{r.summary}

    {r.handling}

    {r.evidenceIds.map((id) => { const item = data.evidence.find((e) => e.id === id); return item ? {id} : null; })}
    • )}
} + {!!selectedReviews.length &&
关联核查记录（{selectedReviews.length}）
    {selectedReviews.map((r) =>
  • {r.type}：{r.summary}

    {r.handling}

    {r.evidenceIds.map((id) => { const item = data.evidence.find((e) => e.id === id); return item ? {id} : null; })}
    • )}
} {selectedObservations.length ?
{selectedObservations.map((o) => )}
指标 / 归属原始数值数据时点用途及限制证据
{o.kind}{o.scope}{o.bound !== "=" && o.bound}{money(o.value,o.unit)}{o.timing}{useLabels[o.selection] ?? o.selection}{o.reason}{o.evidence}
:

本轮尚未找到可记录的量化经营指标。收入保持未知。

}

原始证据

    {selectedEvidence.map((e) => )}
} diff --git a/apps/docs/src/lib/ai-research.ts b/apps/docs/src/lib/ai-research.ts index 1f48de7..64e8134 100644 --- a/apps/docs/src/lib/ai-research.ts +++ b/apps/docs/src/lib/ai-research.ts @@ -34,6 +34,7 @@ export type ResearchEvidence = { export type ResearchReview = { id: string; type: string; company: string; summary: string; evidenceIds: string[]; handling: string; + scope?: "companies" | "dataset" | "excluded-candidate"; companyIds?: string[]; }; export type ResearchCoverage = { source: string; accessedAt: string; candidateRecords: number; profilesRead: number; @@ -101,10 +102,23 @@ export function validateResearch(snapshot: ResearchSnapshot) { snapshot.companies.filter((c) => c.profileOnly).length !== coverage.newProfiles || !evidenceUrl(coverage.source))) throw new Error("Invalid research coverage accounting"); for (const r of snapshot.reviews) - if (r.evidenceIds.some((id) => !evidence.has(id))) + if (r.evidenceIds.some((id) => !evidence.has(id)) || + (r.companyIds && (new Set(r.companyIds).size !== r.companyIds.length || + r.companyIds.some((id) => !companies.has(id)))) || + (r.scope && !["companies", "dataset", "excluded-candidate"].includes(r.scope)) || + (r.scope === "companies" && !r.companyIds?.length) || + (r.scope && r.scope !== "companies" && !!r.companyIds?.length)) throw new Error(`Invalid research review: ${r.id}`); } +/** Explicit reviewed associations take priority; older revisions use evidence ownership. */ +export function reviewCompanyIds(snapshot: ResearchSnapshot, review: ResearchReview): string[] { + if (review.companyIds) return review.companyIds; + const evidenceIds = new Set(review.evidenceIds); + return [...new Set(snapshot.evidence.flatMap((e) => + e.companyId && evidenceIds.has(e.id) ? [e.companyId] : []))]; +} + export function categorySummary(snapshot: ResearchSnapshot) { return snapshot.categories.map((category) => { const companies = snapshot.companies.filter((c) => c.cat === category.id); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 33cc9a6..7482c48 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -8,7 +8,7 @@ import coverageAudit from "../../../content/research/ai-companies.coverage.json" import incomeReference from "../../../content/research/ai-income-analysis.json"; import { readResearchSnapshot } from "../src/lib/ai-research-store"; import { openSiteDatabase } from "../src/lib/site-database"; -import { categorySummary, evidenceUrl, validateResearch, type ResearchSnapshot } from "../src/lib/ai-research"; +import { categorySummary, evidenceUrl, reviewCompanyIds, validateResearch, type ResearchSnapshot } from "../src/lib/ai-research"; import { consumeCode, initializeStore } from "../src/lib/auth-store"; import { newAuthConfig } from "../src/lib/auth"; import { describeIncome, groupIncome, platformIncomeSample } from "../src/lib/research-statistics"; @@ -60,6 +60,26 @@ test("research validation rejects broken evidence and unsafe source links", () = assert.equal(evidenceUrl("https://example.com/evidence"), "https://example.com/evidence"); }); +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, 25); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 3); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 8); + 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")!), []); + const oldReview = structuredClone(snapshot.reviews.find((r) => r.id === "TECH-GRAD-R-SCOPE")!); + delete oldReview.scope; + delete oldReview.companyIds; + assert.deepEqual(reviewCompanyIds(snapshot, oldReview), ["AI051"], "old revisions retain evidence-owner fallback"); + review.companyIds = ["unknown-company"]; + assert.throws(() => validateResearch(snapshot), /research review/); + review.companyIds = ["AI007", "AI007"]; + assert.throws(() => validateResearch(snapshot), /research review/); + review.companyIds = []; + assert.throws(() => validateResearch(snapshot), /research review/); +}); + test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => { const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 140dc37..9f03291 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-benchmark-1", + "version": "2026-10-30-review-links-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -42838,7 +42838,11 @@ "E112", "E113" ], - "handling": "按emergent.sh官方页面及YC资料识别实体；不复制冲突身份字段" + "handling": "按emergent.sh官方页面及YC资料识别实体；不复制冲突身份字段", + "scope": "companies", + "companyIds": [ + "AI053" + ] }, { "id": "R2", @@ -42849,7 +42853,11 @@ "E110", "E111" ], - "handling": "该金额排除公司收入统计；保留为数据质量问题，不推断公司造假" + "handling": "该金额排除公司收入统计；保留为数据质量问题，不推断公司造假", + "scope": "companies", + "companyIds": [ + "AI054" + ] }, { "id": "R3", @@ -42859,7 +42867,11 @@ "evidenceIds": [ "E119" ], - "handling": "排除Result收入统计" + "handling": "排除Result收入统计", + "scope": "companies", + "companyIds": [ + "AI001" + ] }, { "id": "R4", @@ -42872,7 +42884,14 @@ "E122", "E123" ], - "handling": "保留原文与排除原因，禁止关键词自动抽取后直接合并" + "handling": "保留原文与排除原因，禁止关键词自动抽取后直接合并", + "scope": "companies", + "companyIds": [ + "AI007", + "AI013", + "AI021", + "AI034" + ] }, { "id": "R5", @@ -42884,7 +42903,11 @@ "E107", "E108" ], - "handling": "不认定为已核验经常性ARR，保留两种原文标签" + "handling": "不认定为已核验经常性ARR，保留两种原文标签", + "scope": "companies", + "companyIds": [ + "AI053" + ] }, { "id": "R6", @@ -42897,7 +42920,14 @@ "E103", "E104" ], - "handling": "可作历史经营信号，不能作2025或2026年末同行排名" + "handling": "可作历史经营信号，不能作2025或2026年末同行排名", + "scope": "companies", + "companyIds": [ + "AI016", + "AI015", + "AI043", + "AI040" + ] }, { "id": "R7", @@ -42907,7 +42937,11 @@ "evidenceIds": [ "E114" ], - "handling": "保留2025年共同范围；精确日期待核，不据此指控财务问题" + "handling": "保留2025年共同范围；精确日期待核，不据此指控财务问题", + "scope": "companies", + "companyIds": [ + "AI044" + ] }, { "id": "R8", @@ -42917,7 +42951,11 @@ "evidenceIds": [ "E126" ], - "handling": "限定北京机智赛博主体，不合并关联主体收入" + "handling": "限定北京机智赛博主体，不合并关联主体收入", + "scope": "companies", + "companyIds": [ + "AI048" + ] }, { "id": "R9", @@ -42930,7 +42968,14 @@ "E117", "E118" ], - "handling": "在经营指标中标明种类与归属" + "handling": "在经营指标中标明种类与归属", + "scope": "companies", + "companyIds": [ + "AI009", + "AI051", + "AI052", + "AI050" + ] }, { "id": "R10", @@ -42938,7 +42983,9 @@ "company": "全样本", "summary": "YC、融资可见公司和英文资料占比较高", "evidenceIds": [], - "handling": "披露率仅描述本次定向样本，不外推全球；本项依据为本版本公司表整体，继续拓展来源。" + "handling": "披露率仅描述本次定向样本，不外推全球；本项依据为本版本公司表整体，继续拓展来源。", + "scope": "dataset", + "companyIds": [] }, { "id": "R11", @@ -42949,7 +42996,11 @@ "E129", "E130" ], - "handling": "采用当前定价条款，不将容量订阅误记为逐事件收费" + "handling": "采用当前定价条款，不将容量订阅误记为逐事件收费", + "scope": "companies", + "companyIds": [ + "AI035" + ] }, { "id": "R12", @@ -42960,7 +43011,11 @@ "E099", "E100" ], - "handling": "原值仅保留追溯，排除收入比较；当前收入未知，不据此推断其他公司。" + "handling": "原值仅保留追溯，排除收入比较；当前收入未知，不据此推断其他公司。", + "scope": "companies", + "companyIds": [ + "AI058" + ] }, { "id": "R13", @@ -42974,7 +43029,11 @@ "E094", "E095" ], - "handling": "各里程碑按实际披露时间记录；收购后业务与独立初创分开。60%毛利率为预期，不当作实现值。" + "handling": "各里程碑按实际披露时间记录；收购后业务与独立初创分开。60%毛利率为预期，不当作实现值。", + "scope": "companies", + "companyIds": [ + "AI056" + ] }, { "id": "R14", @@ -42986,7 +43045,11 @@ "E089", "E090" ], - "handling": "公司值和第三方估算分别保留；未用不同日期计算行业增长或把所有客户当付费客户。" + "handling": "公司值和第三方估算分别保留；未用不同日期计算行业增长或把所有客户当付费客户。", + "scope": "companies", + "companyIds": [ + "AI055" + ] }, { "id": "YC-R-26144", @@ -42996,7 +43059,9 @@ "evidenceIds": [ "YC-X-26144" ], - "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。" + "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "YC-R-30226", @@ -43006,7 +43071,9 @@ "evidenceIds": [ "YC-X-30226" ], - "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。" + "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "YC-R-30671", @@ -43016,7 +43083,9 @@ "evidenceIds": [ "YC-X-30671" ], - "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。" + "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "YC-R-30975", @@ -43026,7 +43095,9 @@ "evidenceIds": [ "YC-X-30975" ], - "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。" + "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "YC-R-30983", @@ -43036,7 +43107,9 @@ "evidenceIds": [ "YC-X-30983" ], - "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。" + "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "YC-R-30999", @@ -43046,7 +43119,9 @@ "evidenceIds": [ "YC-X-30999" ], - "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。" + "handling": "本批不新增到成立年份确定的公司表；保留来源供后续核查。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "YC-R-COVERAGE", @@ -43056,7 +43131,9 @@ "evidenceIds": [ "YC-COVERAGE" ], - "handling": "目录记录与原有个案研究分开筛选。未确认AI业务、年份不符、日期冲突不作为本批新增；收入保持未核验，不记为零。" + "handling": "目录记录与原有个案研究分开筛选。未确认AI业务、年份不符、日期冲突不作为本批新增；收入保持未核验，不记为零。", + "scope": "dataset", + "companyIds": [] }, { "id": "MR-R-METHOD", @@ -43066,7 +43143,9 @@ "evidenceIds": [ "MR-METHOD" ], - "handling": "默认取读取日前7天内最后同步的USD MRR；按类别及支付来源分组；列出样本量、均值、中位数、样本CV与去除最大值后的敏感性。统计仅描述本次产品样本，不推断行业分布或造假概率。" + "handling": "默认取读取日前7天内最后同步的USD MRR；按类别及支付来源分组；列出样本量、均值、中位数、样本CV与去除最大值后的敏感性。统计仅描述本次产品样本，不推断行业分布或造假概率。", + "scope": "dataset", + "companyIds": [] }, { "id": "MR-R-STALE", @@ -43079,7 +43158,14 @@ "MR-E-adspirer", "MR-E-trackai" ], - "handling": "按最后同步日期筛选，不以网页访问日期刷新收入时间；连接过期标记保留。TrackAI的历史点仍在7天窗口内，不能声称连接当前有效。" + "handling": "按最后同步日期筛选，不以网页访问日期刷新收入时间；连接过期标记保留。TrackAI的历史点仍在7天窗口内，不能声称连接当前有效。", + "scope": "companies", + "companyIds": [ + "AI016", + "MR014", + "MR013", + "MR006" + ] }, { "id": "MR-R-IDENTITY", @@ -43090,7 +43176,12 @@ "MR-APP-NUTRIA", "MR-APP-CALYRA" ], - "handling": "产品/业务作为观测单位；未确认法律主体独立性，因此不把它们称作已去重的独立公司财报样本。" + "handling": "产品/业务作为观测单位；未确认法律主体独立性，因此不把它们称作已去重的独立公司财报样本。", + "scope": "companies", + "companyIds": [ + "MR007", + "MR008" + ] }, { "id": "MR-R-CASH", @@ -43101,7 +43192,11 @@ "MR-E-speel-co", "MR-METHOD" ], - "handling": "保留原值供核查账期、年付、退款与平台算法；不擅自纠正、不据差异判假，也不为改变统计结果而排除此点。" + "handling": "保留原值供核查账期、年付、退款与平台算法；不擅自纠正、不据差异判假，也不为改变统计结果而排除此点。", + "scope": "companies", + "companyIds": [ + "MR003" + ] }, { "id": "RUN-R-BASIS", @@ -43114,7 +43209,11 @@ "RUN-MARGIN", "RUN-PRICE" ], - "handling": "保留原文ARR并标明日期不确定性，排除同期ARR统计；毛利声明仅作待核查经营线索，不推断造假。" + "handling": "保留原文ARR并标明日期不确定性，排除同期ARR统计；毛利声明仅作待核查经营线索，不推断造假。", + "scope": "companies", + "companyIds": [ + "AI059" + ] }, { "id": "CN-R-NAIVE", @@ -43126,7 +43225,12 @@ "CN-NAIVE-REG", "E003" ], - "handling": "分别记录AI061和AI003，不合并团队、融资、模型表现或收入；成立年暂据二手资料并标明缺口。" + "handling": "分别记录AI061和AI003，不合并团队、融资、模型表现或收入；成立年暂据二手资料并标明缺口。", + "scope": "companies", + "companyIds": [ + "AI061", + "AI003" + ] }, { "id": "CN-R-PSI", @@ -43136,7 +43240,9 @@ "evidenceIds": [ "CN-PSI-YEAR" ], - "handling": "仅保留排除证据和复核记录，不计入公司主样本或ARR比较。" + "handling": "仅保留排除证据和复核记录，不计入公司主样本或ARR比较。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "CN-R-MIRO", @@ -43147,7 +43253,11 @@ "CN-MIRO-2025", "CN-MIRO-PRICE" ], - "handling": "year保持null，公开研发年份单列；不自动匹配同名SEO公司或个体户，不参与成立年2025/2026统计。" + "handling": "year保持null，公开研发年份单列；不自动匹配同名SEO公司或个体户，不参与成立年2025/2026统计。", + "scope": "companies", + "companyIds": [ + "AI062" + ] }, { "id": "CN-R-DEEP", @@ -43157,7 +43267,9 @@ "evidenceIds": [ "CN-DEEP-PENDING" ], - "handling": "不以备案年份代替成立年，本轮暂不纳入成立年主样本。" + "handling": "不以备案年份代替成立年，本轮暂不纳入成立年主样本。", + "scope": "excluded-candidate", + "companyIds": [] }, { "id": "DATE-R-EM", @@ -43169,7 +43281,11 @@ "E106", "E108" ], - "handling": "更新同一观测O050，不重复记作新收入；仍保留原文来源和定义差异，月份精度不补成具体日期。" + "handling": "更新同一观测O050，不重复记作新收入；仍保留原文来源和定义差异，月份精度不补成具体日期。", + "scope": "companies", + "companyIds": [ + "AI053" + ] }, { "id": "DATE-R-RECENCY", @@ -43183,7 +43299,12 @@ "E116", "E105" ], - "handling": "收入、人数与采用规模按各自时点保存；Wonderful现主营归C05，不把异时点人数与估算收入相除形成精确人效。" + "handling": "收入、人数与采用规模按各自时点保存；Wonderful现主营归C05，不把异时点人数与估算收入相除形成精确人效。", + "scope": "companies", + "companyIds": [ + "AI055", + "AI052" + ] }, { "id": "SR-R-VARIANT", @@ -43193,7 +43314,11 @@ "evidenceIds": [ "SR-E-variant-now" ], - "handling": "两种ARR数值均作待核交叉记录，不自动取高值；管线与履历金额排除收入比较。" + "handling": "两种ARR数值均作待核交叉记录，不自动取高值；管线与履历金额排除收入比较。", + "scope": "companies", + "companyIds": [ + "AI066" + ] }, { "id": "SR-R-DEFINITION", @@ -43204,7 +43329,12 @@ "SR-E-abliteration", "SR-E-codos" ], - "handling": "保留原词、上下界和币种缺项，不把数量级当作精确值，不用于同期领域均值。" + "handling": "保留原词、上下界和币种缺项，不把数量级当作精确值，不用于同期领域均值。", + "scope": "companies", + "companyIds": [ + "AI067", + "AI065" + ] }, { "id": "SR-R-PIPELINE", @@ -43217,7 +43347,14 @@ "SR-E-quinn", "SR-E-infragrid" ], - "handling": "建立公司与历史经营信号，但不以访问日充当收入时点；同一公司历史阶段不重复计入横截面。" + "handling": "建立公司与历史经营信号，但不以访问日充当收入时点；同一公司历史阶段不重复计入横截面。", + "scope": "companies", + "companyIds": [ + "AI063", + "AI064", + "AI068", + "AI069" + ] }, { "id": "TECH-GRAD-R-SCOPE", @@ -43228,7 +43365,11 @@ "TECH-GRAD-TTS", "TECH-GRAD-METHOD" ], - "handling": "记录榜单快照与区间，明确第三方评测、本轮未复测；不将Elo当百分比、Samples当客户数或折算价格当毛利。" + "handling": "记录榜单快照与区间，明确第三方评测、本轮未复测；不将Elo当百分比、Samples当客户数或折算价格当毛利。", + "scope": "companies", + "companyIds": [ + "AI051" + ] } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 1b661a8..ad8b9c3 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-benchmark-1", + "sourceVersion": "2026-10-30-review-links-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From c7aa6e54c62e144a4f704d94788373e7b59ec294 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 06:08:28 +0800 Subject: [PATCH 12/16] =?UTF-8?q?=E8=A1=A5=E5=85=85Bud=E6=94=B6=E8=B4=AD?= =?UTF-8?q?=E6=A1=88=E4=BE=8B=E4=B8=8ERocket=E8=BD=AC=E5=9E=8B=E4=B8=9A?= =?UTF-8?q?=E5=8A=A1=E8=BE=B9=E7=95=8C?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 7 +- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 22 +- .../ai-company-research/01-income-snapshot.md | 2 +- content/research/ai-companies.seed.json | 212 +++++++++++++++++- content/research/ai-income-analysis.json | 2 +- 6 files changed, 235 insertions(+), 16 deletions(-) diff --git a/README.md b/README.md index 9db124d..e1d81cd 100644 --- a/README.md +++ b/README.md @@ -98,10 +98,11 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,013 条公司/产品记录、10 类业务及待分类组、1,080 条证据记录和 148 条经营与技术观测。 -其中保留 69 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 151 条经营与技术观测。 +其中保留 71 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 -新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；36条核查中25条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 +新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；39条核查中28条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 +Bud保留为2025成立且YC标记已收购的案例；Rocket.new按前身2021成立、2025产品上线的转型对照记录，历史ARR不混入新成立公司同期统计。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 保留被撤回的声明作为核查记录，并排除收入比较；并购后业务、管理层预测与历史里程碑单列。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index ee20608..bc16b58 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -185,10 +185,10 @@ 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, 1013); + assert.equal(research.companies.length, 1015); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1080); - assert.equal(research.observations.length, 148); + assert.equal(research.evidence.length, 1086); + assert.equal(research.observations.length, 151); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 7482c48..dd7d894 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -23,9 +23,9 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1013); - assert.equal(initial.evidence.length, 1080); - assert.equal(initial.observations.length, 148); + assert.equal(initial.companies.length, 1015); + assert.equal(initial.evidence.length, 1086); + assert.equal(initial.observations.length, 151); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -62,7 +62,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 25); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 28); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 3); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 8); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -83,11 +83,11 @@ 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), 1013); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 16); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1015); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 17); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 981); 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")); @@ -127,6 +127,14 @@ test("ambiguous ARR claims retain currency, precision and attribution limits", ( assert.equal(codos.unit, "币种未注明"); assert.equal(codos.comparisonGroup, null); assert.ok(snapshot.observations.filter((o) => o.id.startsWith("SR-O-")).every((o) => o.comparisonGroup === null && o.unit !== "USD")); + assert.equal(snapshot.companies.find((c) => c.id === "AI071")?.year, 2021); + const rocket = snapshot.observations.find((o) => o.id === "ROCKET-O-arr")!; + assert.equal(rocket.selection, "historical"); + assert.equal(rocket.comparisonGroup, null); + assert.notEqual(rocket.scope, "公司整体"); + assert.equal(snapshot.companies.find((c) => c.id === "AI070")?.revenueStatus, "unknown"); + assert.equal(snapshot.observations.filter((o) => o.company === "AI070").length, 0, + "unreadable announcement summaries do not become numeric ARR"); }); // Retractions and forecasts must stay visible for review without becoming revenue signals. diff --git a/content/docs/ai-company-research/01-income-snapshot.md b/content/docs/ai-company-research/01-income-snapshot.md index eb7dabe..6073038 100644 --- a/content/docs/ai-company-research/01-income-snapshot.md +++ b/content/docs/ai-company-research/01-income-snapshot.md @@ -2,7 +2,7 @@ 截至 2026-10-30，7日窗口内有 14 个产品的美元平台MRR可纳入分组描述。创意软件订阅组的样本均值较高、CV也较大；营销软件组与消费者个人应用组的CV接近。各组只有1至5个产品，尚不足以估计行业总体或造假概率。 -这是已采集资料的固定快照。[动态工作台](/docs/other-research/ai-company-research/overview)提供筛选与原始证据。窗口按最后同步日计算，不保证所有点同日，也不是1,013条公司/产品记录的收入普查。 +这是已采集资料的固定快照。[动态工作台](/docs/other-research/ai-company-research/overview)提供筛选与原始证据。窗口按最后同步日计算，不保证所有点同日，也不是1,015条公司/产品记录的收入普查。 ## 7日窗口的分组结果 diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 9f03291..f15228c 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-review-links-1", + "version": "2026-10-30-cohorts-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -28500,6 +28500,56 @@ "revenueStatus": "self", "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", "businessModel": "收费与交付结构待进一步核验" + }, + { + "id": "AI070", + "name": "Bud（Orchids历史团队）", + "url": "https://www.ycombinator.com/companies/bud", + "cat": "C05", + "year": 2025, + "team": 6, + "location": "美国旧金山", + "business": "使用计算机、浏览器及跨任务工具执行知识工作；历史应用构建业务单列说明。", + "buyer": "知识工作者、开发者与小团队；实际客户构成未核验", + "delivery": "YC状态已收购；独立经营和产品当前可用性未核验", + "notes": "官方博客搜索索引显示团队加入Figma与Bud/Orchids停服公告，但正文503，本轮不确认交易条件或停服执行；不将缓存收入短句入数值表。不与个人助理Orchid合并。", + "cohort": "2025年成立；YC当前标记已收购", + "teamBasis": "YC Team Size为6；2026-10-30访问，业务截至日未知", + "price": "本轮未核验可用套餐与结算", + "stage": "YC状态已收购；独立经营和产品当前可用性未核验", + "sourceType": "公司官网与投资机构资料", + "evidenceIds": [ + "BUD-YC", + "BUD-CACHE" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前或最后公开主营归类，历史产品和业务边界另记。" + }, + { + "id": "AI071", + "name": "Rocket.new（DhiWise转型业务）", + "url": "https://www.rocket.new/blog/rocket-raises-15m-in-seed", + "cat": "C04", + "year": 2021, + "team": 50, + "location": "印度Surat / 美国Palo Alto", + "business": "从自然语言生成应用，并提供后端与部署；由DhiWise转型而来。", + "buyer": "知识工作者、开发者与小团队；实际客户构成未核验", + "delivery": "2025年公开新产品与融资；不属于2025—2026公司成立组", + "notes": "2025-09-23公告称团队50人，不是10月当前人数；ARR为历史产品里程碑，未确认前身全部业务边界、币种或经常性定义。", + "cohort": "2021年DhiWise前身成立；2025年Rocket产品上线对照", + "teamBasis": "2025-09-23创始人公告自述50人；非2026-10月人数", + "price": "本轮未核验可用套餐与结算", + "stage": "2025年公开新产品与融资；不属于2025—2026公司成立组", + "sourceType": "公司官网与投资机构资料", + "evidenceIds": [ + "ROCKET-ORIGIN", + "ROCKET-LAUNCH", + "ROCKET-ARR", + "ROCKET-ENTITY" + ], + "revenueStatus": "self", + "classificationBasis": "按当前或最后公开主营归类，历史产品和业务边界另记。" } ], "observations": [ @@ -30944,6 +30994,51 @@ "reason": "按评测方方法折算；不是公司收入、推理成本或毛利", "bound": "=", "comparisonGroup": null + }, + { + "id": "ROCKET-O-arr", + "company": "AI071", + "name": "Rocket.new", + "kind": "历史产品ARR", + "value": 4500000, + "unit": "原文$，币种待核", + "timing": "2025-06beta上线后三个月；约2025-09为推算月份，非原文精确截止日", + "evidence": "ROCKET-ARR", + "scope": "Rocket转型产品/业务", + "selection": "historical", + "reason": "转型产品历史里程碑，不能视为前身全部业务或2026当前公司ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "ROCKET-O-subscribers", + "company": "AI071", + "name": "Rocket.new", + "kind": "官方称付费订阅者", + "value": 10000, + "unit": "名订阅者", + "timing": "与历史ARR一并回顾，具体截止日未说明", + "evidence": "ROCKET-ARR", + "scope": "Rocket转型产品/业务", + "selection": "adoption", + "reason": "不是2026-10月活跃付费人数，也不假设等于去重客户", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "ROCKET-O-funding", + "company": "AI071", + "name": "Rocket.new", + "kind": "本轮融资", + "value": 15000000, + "unit": "原文$，币种待核", + "timing": "2025-09-23公告", + "evidence": "ROCKET-LAUNCH", + "scope": "Rocket转型产品/业务", + "selection": "funding", + "reason": "本轮融资，不计入收入", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -42826,6 +42921,72 @@ "kind": "评测方方法说明", "summary": "同文本成对音频、模型名隐藏后投票；原生音色榜与固定克隆音色榜分开。评分由成对偏好拟合，公布95%区间，榜单多次更新。", "limitation": "评测方声明不收取上榜或有利结果报酬；本轮未独立审计评测方。原生音色选择影响结果，英语偏好不能推广为全部语言、实时延迟或企业交付能力。" + }, + { + "id": "BUD-YC", + "companyId": "AI070", + "title": "Bud官方YC公司资料", + "url": "https://www.ycombinator.com/companies/bud", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司在YC的资料", + "summary": "YC列2025年成立、6人团队，状态Acquired，描述为可使用计算机的通用Agent。", + "limitation": "YC状态不能说明收购交易细节或当前产品是否仍提供；不证明收入。" + }, + { + "id": "BUD-CACHE", + "companyId": "AI070", + "title": "Bud官方博客索引中的团队与停服公告", + "url": "https://bud.app/blog", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "官方页面搜索索引，正文不可达", + "summary": "搜索索引显示团队加入Figma，Bud与Orchids计划于7月18日关闭；另有历史ARR短句。", + "limitation": "本轮正文返回503，只读到官方页面搜索索引；不据其确认停服执行或精确收入/日期，不导入数值ARR。" + }, + { + "id": "ROCKET-ORIGIN", + "companyId": "AI071", + "title": "Accel关于DhiWise成立的资料", + "url": "https://atoms.accel.com/news/dhiwise-a-surat-boys-dream-to-build-a-programming-platform-for-the-global-developer-community", + "publishedAt": "2022-12-13", + "accessedAt": "2026-10-30", + "kind": "投资机构资料", + "summary": "投资方在2022年文章记载DhiWise成立于2021年4月。", + "limitation": "投资方资料，非登记原件；用于前身成立，不将2025新产品上线改写为公司新成立。" + }, + { + "id": "ROCKET-LAUNCH", + "companyId": "AI071", + "title": "Rocket创始人融资与转型公告", + "url": "https://www.rocket.new/blog/rocket-raises-15m-in-seed", + "publishedAt": "2025-09-23", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "创始人公告融资1500万（原文$）、50人团队，并称DhiWise为此前形态。", + "limitation": "募资不是收入；人数为公告时点自述，产品质量主张未独立测试。" + }, + { + "id": "ROCKET-ARR", + "companyId": "AI071", + "title": "Rocket官网历史ARR与付费订阅者说明", + "url": "https://www.rocket.new/blog/from-website-builders-to-live-site-on-rocket-new-in-an-hour", + "publishedAt": "2026-05-12", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "文章回顾2025年6月beta上线后三个月达到450万ARR、超过1万付费订阅者。", + "limitation": "2026年更新的营销文章回顾历史，不能当作更新日当前收入；业务边界与币种待核，未审计。" + }, + { + "id": "ROCKET-ENTITY", + "companyId": "AI071", + "title": "Rocket与DhiWise官方主体联系", + "url": "https://www.rocket.new/ccpa", + "publishedAt": "2025-04-30", + "accessedAt": "2026-10-30", + "kind": "公司自述", + "summary": "官方隐私通知以DhiWise US Inc指代Rocket，并同时列dhiwise.com与rocket.new。", + "limitation": "仅用于公开品牌/主体联系，不据此认定所有地区法人同一成立日或收入合并范围。" } ], "reviews": [ @@ -43370,6 +43531,55 @@ "companyIds": [ "AI051" ] + }, + { + "id": "BUD-R-STATUS", + "type": "收购状态与访问限制", + "company": "Bud", + "summary": "YC直接标记已收购；官网博客仅搜索索引可读，包含团队加入Figma及停服计划。", + "evidenceIds": [ + "BUD-YC", + "BUD-CACHE" + ], + "handling": "保留2025成立公司；已收购状态单列，停服执行与金额待进一步核验，缓存ARR不入数值表。", + "scope": "companies", + "companyIds": [ + "AI070" + ] + }, + { + "id": "ROCKET-R-COHORT", + "type": "产品上线与公司成立", + "company": "Rocket.new / DhiWise", + "summary": "2025是Rocket产品上线年；投资方记录前身于2021年成立，官方说明两者联系。", + "evidenceIds": [ + "ROCKET-ORIGIN", + "ROCKET-LAUNCH", + "ROCKET-ENTITY", + "ROCKET-ARR" + ], + "handling": "作为2025发布/转型对照，排除2025—2026公司成立组；历史产品ARR不充当前身全部公司收入。", + "scope": "companies", + "companyIds": [ + "AI071" + ] + }, + { + "id": "BUD-R-NAME", + "type": "近名与历史品牌", + "company": "Bud / Orchids / Orchid", + "summary": "Bud官方索引联系到历史Orchids团队；YC另有2025年成立的iMessage个人助理Orchid，团队与产品不同。", + "evidenceIds": [ + "BUD-YC", + "BUD-CACHE", + "YC-E-30518" + ], + "handling": "Bud与YC30518分开，不借近名合并收入或经营状态；历史品牌与当前域名运营主体关系仍待补全文。", + "scope": "companies", + "companyIds": [ + "AI070", + "YC30518" + ] } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index ad8b9c3..f9472ab 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-review-links-1", + "sourceVersion": "2026-10-30-cohorts-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From b52d1e59a4fedeea3c4e0ac1dc1c57dc09bf5bae Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 06:24:56 +0800 Subject: [PATCH 13/16] =?UTF-8?q?=E5=A2=9E=E5=8A=A0=E7=A0=94=E7=A9=B6?= =?UTF-8?q?=E8=A6=86=E7=9B=96=E5=AE=A1=E8=AE=A1=E5=8F=8A=E5=88=86=E7=B1=BB?= =?UTF-8?q?=E6=95=B0=E6=8D=AE=E7=9B=B4=E8=BE=BE=E9=93=BE=E6=8E=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 2 + .../docs/src/components/AICompanyResearch.tsx | 7 +- content/catalog.json | 7 ++ .../docs/ai-company-research/00-overview.md | 2 + .../02-coverage-and-gaps.md | 71 ++++++++++++ scripts/audit-ai-research.py | 107 ++++++++++++++++++ scripts/ci.py | 4 +- 7 files changed, 198 insertions(+), 2 deletions(-) create mode 100644 content/docs/ai-company-research/02-coverage-and-gaps.md create mode 100644 scripts/audit-ai-research.py diff --git a/README.md b/README.md index e1d81cd..6bdd705 100644 --- a/README.md +++ b/README.md @@ -120,6 +120,8 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 页面本身从同一SQLite中的公司与观测记录计算，不读取第二个数据库。 平台同步时间、连接过期状态、业务描述的可编辑性和产品/法律主体未去重限制均保留。 +覆盖审计页位于 `/docs/other-research/ai-company-research/coverage`，分类链接 `overview?category=` 的筛选数据。 +`python3 scripts/audit-ai-research.py --check` 检查候选池逐条计数与覆盖报告一致性；CI在ces-control运行此检查，未更改触发范围。 收入快照报告位于 `/docs/other-research/ai-company-research/income-snapshot`，样本名称链接 `overview?company=` 的公司明细。 `python3 scripts/summarize-ai-income.py --check` 独立复核统计与报告一致性；不触发编译或构建。数据变更后先审查方法，再运行不带参数的命令更新固定快照。 默认7日样本14个产品；90日窗口新增Gojiberry的8月历史点，营销样本的均值和CV随之明显变化。 diff --git a/apps/docs/src/components/AICompanyResearch.tsx b/apps/docs/src/components/AICompanyResearch.tsx index 836687d..2bf970e 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -36,7 +36,12 @@ export default function AICompanyResearch() { const [error, setError] = useState(false); const [attempt, setAttempt] = useState(0); const [query, setQuery] = useState(""); - const [category, setCategory] = useState(""); + const [categoryChoice, setCategoryChoice] = useState<{ route: string; id: string } | null>(null); + const linkedCategory = router.query.category; + const category = categoryChoice && categoryChoice.route === router.asPath ? categoryChoice.id + : router.isReady && typeof linkedCategory === "string" && data?.categories.some((c) => c.id === linkedCategory) + ? linkedCategory : ""; + function setCategory(id: string) { setCategoryChoice({ route: router.asPath, id }); } const [cohort, setCohort] = useState(""); const [income, setIncome] = useState(""); const [page, setPage] = useState(0); diff --git a/content/catalog.json b/content/catalog.json index 507f3fa..9a192b6 100644 --- a/content/catalog.json +++ b/content/catalog.json @@ -226,6 +226,13 @@ "description": "查看14个产品的平台MRR分布、均值与离散度、历史点敏感性和逐项证据入口。", "slug": "other-research/ai-company-research/income-snapshot", "category": "其他研究" + }, + "ai-company-research/02-coverage-and-gaps": { + "collection": "AI 公司研究", + "group": "公司与市场", + "description": "核对候选池、来源偏差、分类与验证完成度，区分全量读取和定向补充。", + "slug": "other-research/ai-company-research/coverage", + "category": "其他研究" } } } diff --git a/content/docs/ai-company-research/00-overview.md b/content/docs/ai-company-research/00-overview.md index e51ff7b..63aedef 100644 --- a/content/docs/ai-company-research/00-overview.md +++ b/content/docs/ai-company-research/00-overview.md @@ -6,6 +6,8 @@ [收入样本分布快照](/docs/other-research/ai-company-research/income-snapshot)列出当前平台MRR的分组结果、逐项证据入口和历史样本敏感性。 +[资料覆盖与缺项](/docs/other-research/ai-company-research/coverage)区分候选池读取、定向样本、人工复核及尚未核验的字段。 + ## 商业模式初评：截至 2026-10-30 以下为研究假设，用于设计付费试验，尚不足以给行业排收益名次。规模、交付证据和收入来源必须一起看；目录条目数量不是市场需求，平台样本也存在自愿公开与幸存者偏差。 diff --git a/content/docs/ai-company-research/02-coverage-and-gaps.md b/content/docs/ai-company-research/02-coverage-and-gaps.md new file mode 100644 index 0000000..e3f024c --- /dev/null +++ b/content/docs/ai-company-research/02-coverage-and-gaps.md @@ -0,0 +1,71 @@ +# AI 公司资料覆盖与缺项 + +截至 2026-10-30，研究表含1,015条公司或产品记录。YC候选池有逐条读取审计；其他来源为定向补充。清单尚不能作为全球AI公司普查，也不能将收入未知解释为零。 + +[分类和数据工作台](/docs/other-research/ai-company-research/overview)链接原始证据，[收入样本快照](/docs/other-research/ai-company-research/income-snapshot)展示当前可计算的MRR样本。 + +## 候选池与公司表的关系 + +| 环节 | 记录数 | 含义 | +| --- | --- | --- | +| YC批次候选 | 1,428 | 从公开镜像发现，随后读取YC官方页面 | +| 官方页面读取 | 1,428 | 此候选池读取失败0条 | +| 初筛匹配 | 962 | 成立年及AI相关描述通过初筛，尚非逐家商业验证 | +| 与原表重合 | 34 | URL匹配，未再次新增 | +| 新增目录记录 | 928 | 进入公司表，仍需深化核验 | +| 年份不符或缺失 | 268 | 此轮不作为成立年匹配项 | +| AI业务待确认 | 192 | 不强行把背景关键词当主营 | +| 成立年与批次冲突 | 6 | 另保留核查记录 | + +全表由928条目录基础项和87条个案或平台记录组成。候选池已匹配项之外另有53条记录，包含其他来源及发布/转型对照；两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。 + +## 成立年与证据深度 + +| 维度 | 当前记录 | 解读 | +| --- | --- | --- | +| 记录为2025年成立 | 619 | 成立来源和精度见公司明细 | +| 记录为2026年成立 | 391 | 不将产品发布日期代替成立日 | +| 成立年未知或范围外 | 5 | 发布/转型对照单列，不进入两年成立分组 | +| 目录业务分类人工复核 | 121 | 仅复核主营分类，不代表技术或财务审计 | +| 其他目录基础项 | 807 | 规则初分或资料不足，继续待复核 | +| 有团队数字 | 945 | 多为自报Team Size或Employees，时点与口径不统一 | +| 专项技术证据记录 | 6 | 其中3条自述、2条公开材料、1条第三方评测 | +| 公司披露收入线索 | 17 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | +| 仅平台收入线索 | 16 | 同时有公司披露者计入上一行，不重复计数 | +| 仅第三方估算 | 1 | 不与直接披露混合 | +| 暂无可用收入数字 | 981 | 包含尚未逐家搜索的目录项，不代表没有收入 | + +## 业务分类与数据入口 + +| 业务类别 | 记录数 | +| --- | --- | +| [基础模型](/docs/other-research/ai-company-research/overview?category=C01) | 29 | +| [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 105 | +| [Agent 开发与运行设施](/docs/other-research/ai-company-research/overview?category=C03) | 50 | +| [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 109 | +| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 174 | +| [客户与收入运营](/docs/other-research/ai-company-research/overview?category=C06) | 51 | +| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 324 | +| [内容与创意](/docs/other-research/ai-company-research/overview?category=C08) | 45 | +| [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 45 | +| [机器人及实体产业](/docs/other-research/ai-company-research/overview?category=C10) | 80 | +| [业务待分类](/docs/other-research/ai-company-research/overview?category=C00) | 3 | + +## 已使用来源的分布 + +1,086条证据记录对应1,072个不同URL。不同URL不自动构成独立验证；同一声明可能由公司、投资方和媒体重复转述。 + +| 来源 | 证据记录 | 不同URL | 用途及限制 | +| --- | --- | --- | --- | +| YC官方目录 | 984 | 975 | 公司自述的成立、团队与业务；英文及加速器样本偏多 | +| TrustMRR | 18 | 18 | 支付平台重建指标及方法；公开者存在选择偏差，非财务审计 | +| a16z Speedrun | 11 | 10 | 投资机构中的公司介绍及收入声明；存在利益关系 | +| TechCrunch | 3 | 3 | 原始采访或报道；转述公司数字不等于查账 | +| Sacra | 3 | 3 | 第三方估算；与直接披露分开 | +| 其他官网、评测及公开资料 | 67 | 63 | 按每条来源限制理解，不能统一当作独立证据 | + +## 尚未满足的研究条件 + +行业ARR比较仍缺统一业务截止日、币种、经常性定义和业务边界。现有平台MRR可描述已采集产品，不足以代表全部新公司。技术评测只覆盖所列版本与任务，不宜跨领域汇总为统一强弱分数。 + +下一轮优先补收入线索的日期及合同定义、非YC和非英文来源、规则初分的人工复核，以及停止服务或被收购案例。这样能减少“只见赢家”和“只见融资公司”的偏差。公开来源池之外的未披露公司仍无法证明已被穷尽。 diff --git a/scripts/audit-ai-research.py b/scripts/audit-ai-research.py new file mode 100644 index 0000000..2070eec --- /dev/null +++ b/scripts/audit-ai-research.py @@ -0,0 +1,107 @@ +"""Summarize observed research coverage; does not claim an exhaustive AI census.""" +import argparse +from collections import Counter +import json +from pathlib import Path +import sys +from urllib.parse import urlsplit + +ROOT = Path(__file__).resolve().parents[1] +DATA = json.loads((ROOT / 'content/research/ai-companies.seed.json').read_text()) +AUDIT = json.loads((ROOT / 'content/research/ai-companies.coverage.json').read_text()) +TARGET = ROOT / 'content/docs/ai-company-research/02-coverage-and-gaps.md' +BASE = '/docs/other-research/ai-company-research/overview' + + +def render(): + cov = DATA['coverage'] + companies = DATA['companies'] + depth = sum(bool(c.get('profileOnly')) for c in companies) + reviewed = sum(bool(c.get('profileOnly')) and '人工复核' in c.get('classificationBasis', '') for c in companies) + years = Counter(c['year'] for c in companies) + income = Counter(c['revenueStatus'] for c in companies) + technical = Counter(c.get('technicalReview', {}).get('level', 'unreviewed') for c in companies) + assert cov['profilesRead'] + cov['failedProfiles'] == cov['candidateRecords'] + assert cov['matchingProfiles'] == cov['existingProfiles'] + cov['newProfiles'] + assert cov['matchingProfiles'] + cov['otherOrMissingYear'] + cov['unclearAI'] + cov['dateConflicts'] == cov['profilesRead'] + assert depth == cov['newProfiles'] + assert AUDIT['accessedAt'] == cov['accessedAt'] + assert AUDIT['counts'] == cov + assert len(AUDIT['records']) == cov['profilesRead'] + assert Counter(x['status'] for x in AUDIT['records']) == { + 'imported': cov['newProfiles'], 'existing': cov['existingProfiles'], + 'year-outside-or-missing': cov['otherOrMissingYear'], + 'ai-unclear': cov['unclearAI'], 'date-conflict': cov['dateConflicts']} + assert len({x['ycId'] for x in AUDIT['records']}) == len(AUDIT['records']) + lines = ['# AI 公司资料覆盖与缺项', '', + f"截至 {DATA['asOf']}，研究表含{len(companies):,}条公司或产品记录。YC候选池有逐条读取审计；其他来源为定向补充。清单尚不能作为全球AI公司普查，也不能将收入未知解释为零。", '', + f"[分类和数据工作台]({BASE})链接原始证据，[收入样本快照](/docs/other-research/ai-company-research/income-snapshot)展示当前可计算的MRR样本。", '', + '## 候选池与公司表的关系', '', + '| 环节 | 记录数 | 含义 |', '| --- | --- | --- |', + f"| YC批次候选 | {cov['candidateRecords']:,} | 从公开镜像发现，随后读取YC官方页面 |", + f"| 官方页面读取 | {cov['profilesRead']:,} | 此候选池读取失败{cov['failedProfiles']}条 |", + f"| 初筛匹配 | {cov['matchingProfiles']:,} | 成立年及AI相关描述通过初筛，尚非逐家商业验证 |", + f"| 与原表重合 | {cov['existingProfiles']} | URL匹配，未再次新增 |", + f"| 新增目录记录 | {cov['newProfiles']:,} | 进入公司表，仍需深化核验 |", + f"| 年份不符或缺失 | {cov['otherOrMissingYear']} | 此轮不作为成立年匹配项 |", + f"| AI业务待确认 | {cov['unclearAI']} | 不强行把背景关键词当主营 |", + f"| 成立年与批次冲突 | {cov['dateConflicts']} | 另保留核查记录 |", '', + f"全表由{depth}条目录基础项和{len(companies)-depth}条个案或平台记录组成。候选池已匹配项之外另有{len(companies)-cov['matchingProfiles']}条记录，包含其他来源及发布/转型对照；两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。", '', + '## 成立年与证据深度', '', + '| 维度 | 当前记录 | 解读 |', '| --- | --- | --- |', + f"| 记录为2025年成立 | {years[2025]} | 成立来源和精度见公司明细 |", + f"| 记录为2026年成立 | {years[2026]} | 不将产品发布日期代替成立日 |", + f"| 成立年未知或范围外 | {sum(v for k,v in years.items() if k not in (2025,2026))} | 发布/转型对照单列，不进入两年成立分组 |", + f"| 目录业务分类人工复核 | {reviewed} | 仅复核主营分类，不代表技术或财务审计 |", + f"| 其他目录基础项 | {depth-reviewed} | 规则初分或资料不足，继续待复核 |", + f"| 有团队数字 | {sum(c['team'] is not None for c in companies)} | 多为自报Team Size或Employees，时点与口径不统一 |", + f"| 专项技术证据记录 | {len(companies)-technical['unreviewed']} | 其中{technical['description']}条自述、{technical['public-artifact']}条公开材料、{technical['independent-test']}条第三方评测 |", + f"| 公司披露收入线索 | {income['self']} | 含历史、下界、币种不明及产品业务声明，不等于可比ARR |", + f"| 仅平台收入线索 | {income['platform']} | 同时有公司披露者计入上一行，不重复计数 |", + f"| 仅第三方估算 | {income['estimate']} | 不与直接披露混合 |", + f"| 暂无可用收入数字 | {income['unknown']} | 包含尚未逐家搜索的目录项，不代表没有收入 |", '', + '## 业务分类与数据入口', '', + '| 业务类别 | 记录数 |', '| --- | --- |', + ] + counts = Counter(c['cat'] for c in companies) + for category in DATA['categories']: + lines.append(f"| [{category['name']}]({BASE}?category={category['id']}) | {counts[category['id']]} |") + lines += ['', '## 已使用来源的分布', '', + f"{len(DATA['evidence']):,}条证据记录对应{len({e['url'] for e in DATA['evidence']}):,}个不同URL。不同URL不自动构成独立验证；同一声明可能由公司、投资方和媒体重复转述。", '', + '| 来源 | 证据记录 | 不同URL | 用途及限制 |', '| --- | --- | --- | --- |', + ] + families = [('YC官方目录', 'www.ycombinator.com', '公司自述的成立、团队与业务；英文及加速器样本偏多'), + ('TrustMRR', 'trustmrr.com', '支付平台重建指标及方法；公开者存在选择偏差，非财务审计'), + ('a16z Speedrun', 'speedrun.a16z.com', '投资机构中的公司介绍及收入声明；存在利益关系'), + ('TechCrunch', 'techcrunch.com', '原始采访或报道；转述公司数字不等于查账'), + ('Sacra', 'sacra.com', '第三方估算；与直接披露分开')] + included = set() + for name, host, note in families: + entries = [e for e in DATA['evidence'] if urlsplit(e['url']).netloc == host] + included.add(host) + lines.append(f"| {name} | {len(entries)} | {len({e['url'] for e in entries})} | {note} |") + others = [e for e in DATA['evidence'] if urlsplit(e['url']).netloc not in included] + lines.append(f"| 其他官网、评测及公开资料 | {len(others)} | {len({e['url'] for e in others})} | 按每条来源限制理解，不能统一当作独立证据 |") + lines += ['', '## 尚未满足的研究条件', '', + '行业ARR比较仍缺统一业务截止日、币种、经常性定义和业务边界。现有平台MRR可描述已采集产品，不足以代表全部新公司。技术评测只覆盖所列版本与任务，不宜跨领域汇总为统一强弱分数。', '', + '下一轮优先补收入线索的日期及合同定义、非YC和非英文来源、规则初分的人工复核，以及停止服务或被收购案例。这样能减少“只见赢家”和“只见融资公司”的偏差。公开来源池之外的未披露公司仍无法证明已被穷尽。', '', + ] + return '\n'.join(lines) + + +def main(): + parser = argparse.ArgumentParser(description=__doc__) + parser.add_argument('--check', action='store_true') + args = parser.parse_args() + content = render() + if args.check: + if not TARGET.exists() or TARGET.read_text() != content: + sys.exit('Research coverage report differs; review and regenerate') + print('Research coverage accounting and report are consistent') + else: + TARGET.write_text(content) + print(TARGET.relative_to(ROOT)) + + +if __name__ == '__main__': + main() diff --git a/scripts/ci.py b/scripts/ci.py index 6f37b87..d066194 100644 --- a/scripts/ci.py +++ b/scripts/ci.py @@ -14,7 +14,8 @@ ROOT = Path(__file__).resolve().parents[1] APP = "endorphin-tabularium-docs" INPUTS = ["Dockerfile", "Dockerfile.ci", ".dockerignore", ".npmrc", "package.json", "pnpm-lock.yaml", "pnpm-workspace.yaml", "apps/docs", "content", "tools/figures", - "scripts/check-container.sh", "scripts/ci.py", "scripts/summarize-ai-income.py"] + "scripts/check-container.sh", "scripts/ci.py", "scripts/summarize-ai-income.py", + "scripts/audit-ai-research.py"] def run(*args: str, capture: bool = False) -> str: @@ -64,6 +65,7 @@ def smoke_image(image: str, name: str) -> None: def main() -> None: os.chdir(ROOT) run(sys.executable, "scripts/summarize-ai-income.py", "--check") + run(sys.executable, "scripts/audit-ai-research.py", "--check") run(sys.executable, "-m", "unittest", "discover", "-s", "scripts", "-p", "test_*.py") scope = os.environ.get("CI_CACHE_SCOPE", "main") if not re.fullmatch(r"main|pr-[0-9]+", scope): -- 2.52.0 From 446ad8008990eac896d88682ec362faa70955d9a Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 06:47:02 +0800 Subject: [PATCH 14/16] =?UTF-8?q?=E6=B7=B1=E5=8C=9620=E6=9D=A1=E7=9B=AE?= =?UTF-8?q?=E5=BD=95=E8=B5=84=E6=96=99=E5=B9=B6=E4=BF=9D=E7=95=99=E5=8F=91?= =?UTF-8?q?=E7=8E=B0=E6=9D=A5=E6=BA=90=E5=AE=A1=E8=AE=A1?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 7 +- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/src/lib/ai-research.ts | 5 +- apps/docs/tests/research.test.ts | 19 +- .../02-coverage-and-gaps.md | 24 +- content/research/ai-companies.seed.json | 377 +++++++++++------- content/research/ai-income-analysis.json | 2 +- scripts/audit-ai-research.py | 8 +- 8 files changed, 267 insertions(+), 177 deletions(-) diff --git a/README.md b/README.md index 6bdd705..b90d64b 100644 --- a/README.md +++ b/README.md @@ -98,10 +98,10 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 151 条经营与技术观测。 -其中保留 71 家个案资料、928 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 155 条经营与技术观测。 +其中保留 72 家个案资料、927 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 -新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；39条核查中28条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 +新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；40条核查中29条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 Bud保留为2025成立且YC标记已收购的案例；Rocket.new按前身2021成立、2025产品上线的转型对照记录，历史ARR不混入新成立公司同期统计。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 @@ -137,6 +137,7 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 新增业务分类优先匹配主营简介，再参考目录标签；未匹配者进入待分类组。 初分规则位于 `scripts/classify-ai-profiles.py`，只生成待评审标签，不执行抓取或构建。 目录基础项保留 `classificationBasis` 和 `directoryTags` 供复核。 +另复核20条目录的主营与买家，Contrario深化为个案；当前目录基础项中140条已人工复核。`directoryOrigin`保留原发现来源，`profileOnly`只表示当前资料深度；深化不改变原候选池新增928条的审计分母。 其中121条原待分类记录已按YC官方业务介绍人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； 仍有3条因简介不足保留待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 AI 关键词可能出现在业务背景中，收入、买家和交付状态仍须逐家深查，不能把目录项的未知收入当作未披露。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index bc16b58..69b740c 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -188,7 +188,7 @@ async function main() { assert.equal(research.companies.length, 1015); assert.equal(research.categories.length, 11); assert.equal(research.evidence.length, 1086); - assert.equal(research.observations.length, 151); + assert.equal(research.observations.length, 155); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/src/lib/ai-research.ts b/apps/docs/src/lib/ai-research.ts index 64e8134..2a39825 100644 --- a/apps/docs/src/lib/ai-research.ts +++ b/apps/docs/src/lib/ai-research.ts @@ -14,6 +14,7 @@ export type ResearchCompany = { extraUrl?: string; pricingEvidence?: string; businessModel?: string; entityBasis?: string; profileOnly?: boolean; classificationBasis?: string; directoryTags?: string[]; + directoryOrigin?: "yc-2025-2026"; technicalReview?: { level: "description" | "public-artifact" | "independent-test"; reviewedAt: string; summary: string; evidenceIds: string[]; testScope?: string; @@ -81,6 +82,8 @@ export function validateResearch(snapshot: ResearchSnapshot) { throw new Error(`Invalid technical review: ${c.id}`); if (c.profileOnly && (c.revenueStatus !== "unknown" || !c.classificationBasis)) throw new Error(`Invalid profile-only research record: ${c.id}`); + if (c.directoryOrigin && (c.directoryOrigin !== "yc-2025-2026" || !/^YC\d+$/.test(c.id))) + throw new Error(`Invalid research directory origin: ${c.id}`); if (!categories.has(c.cat) || !evidenceUrl(c.url) || c.evidenceIds.some((id) => !evidence.has(id)) || (c.pricingEvidence && !evidence.has(c.pricingEvidence))) @@ -99,7 +102,7 @@ export function validateResearch(snapshot: ResearchSnapshot) { if (coverage && (coverage.profilesRead + coverage.failedProfiles !== coverage.candidateRecords || coverage.matchingProfiles !== coverage.existingProfiles + coverage.newProfiles || coverage.matchingProfiles + coverage.otherOrMissingYear + coverage.unclearAI + coverage.dateConflicts !== coverage.profilesRead || - snapshot.companies.filter((c) => c.profileOnly).length !== coverage.newProfiles || !evidenceUrl(coverage.source))) + snapshot.companies.filter((c) => c.profileOnly || c.directoryOrigin === "yc-2025-2026").length !== coverage.newProfiles || !evidenceUrl(coverage.source))) throw new Error("Invalid research coverage accounting"); for (const r of snapshot.reviews) if (r.evidenceIds.some((id) => !evidence.has(id)) || diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index dd7d894..29ba34b 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -25,7 +25,7 @@ test("research revisions share the authentication database and preserve replay l const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1015); assert.equal(initial.evidence.length, 1086); - assert.equal(initial.observations.length, 151); + assert.equal(initial.observations.length, 155); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -62,7 +62,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 28); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 29); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 3); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 8); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -84,10 +84,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); assert.equal(summary.reduce((n, c) => n + c.count, 0), 1015); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 17); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 18); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 981); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); 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")); @@ -167,15 +167,22 @@ test("directory coverage reconciles every candidate and keeps profile-only incom assert.equal(count("ai-unclear"), coverage.unclearAI); for (const row of coverageAudit.records.filter((r) => r.status === "imported")) { const company = snapshot.companies.find((c) => c.id === `YC${row.ycId}`)!; - assert.ok(company.profileOnly); + assert.ok(company.profileOnly || company.directoryOrigin === "yc-2025-2026"); assert.equal(company.url, row.source); - assert.equal(company.revenueStatus, "unknown"); + if (company.profileOnly) assert.equal(company.revenueStatus, "unknown"); assert.equal(company.year, row.foundedYear); assert.ok([2025, 2026].includes(company.year!)); } const invalid = structuredClone(snapshot); invalid.coverage!.newProfiles += 1; assert.throws(() => validateResearch(invalid), /coverage accounting/); + const promoted = snapshot.companies.find((c) => c.id === "YC30215")!; + assert.equal(promoted.profileOnly, false); + assert.equal(promoted.directoryOrigin, "yc-2025-2026"); + assert.equal(promoted.revenueStatus, "self"); + const lostOrigin = structuredClone(snapshot); + delete lostOrigin.companies.find((c) => c.id === promoted.id)!.directoryOrigin; + assert.throws(() => validateResearch(lostOrigin), /coverage accounting/); }); test("income descriptions report sample dispersion and maximum-value sensitivity", () => { diff --git a/content/docs/ai-company-research/02-coverage-and-gaps.md b/content/docs/ai-company-research/02-coverage-and-gaps.md index e3f024c..be9041c 100644 --- a/content/docs/ai-company-research/02-coverage-and-gaps.md +++ b/content/docs/ai-company-research/02-coverage-and-gaps.md @@ -12,12 +12,12 @@ | 官方页面读取 | 1,428 | 此候选池读取失败0条 | | 初筛匹配 | 962 | 成立年及AI相关描述通过初筛，尚非逐家商业验证 | | 与原表重合 | 34 | URL匹配，未再次新增 | -| 新增目录记录 | 928 | 进入公司表，仍需深化核验 | +| 新增目录记录 | 928 | 原始入表来源，后续深化不改变发现计数 | | 年份不符或缺失 | 268 | 此轮不作为成立年匹配项 | | AI业务待确认 | 192 | 不强行把背景关键词当主营 | | 成立年与批次冲突 | 6 | 另保留核查记录 | -全表由928条目录基础项和87条个案或平台记录组成。候选池已匹配项之外另有53条记录，包含其他来源及发布/转型对照；两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。 +全表由927条目录基础项和88条个案或平台记录组成。候选池已匹配项之外另有53条记录，包含其他来源及发布/转型对照；其中已有1条原目录记录深化为个案，仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。 ## 成立年与证据深度 @@ -26,29 +26,29 @@ | 记录为2025年成立 | 619 | 成立来源和精度见公司明细 | | 记录为2026年成立 | 391 | 不将产品发布日期代替成立日 | | 成立年未知或范围外 | 5 | 发布/转型对照单列，不进入两年成立分组 | -| 目录业务分类人工复核 | 121 | 仅复核主营分类，不代表技术或财务审计 | -| 其他目录基础项 | 807 | 规则初分或资料不足，继续待复核 | +| 目录业务分类人工复核 | 140 | 仅复核主营分类，不代表技术或财务审计 | +| 其他目录基础项 | 787 | 规则初分或资料不足，继续待复核 | | 有团队数字 | 945 | 多为自报Team Size或Employees，时点与口径不统一 | | 专项技术证据记录 | 6 | 其中3条自述、2条公开材料、1条第三方评测 | -| 公司披露收入线索 | 17 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | +| 公司披露收入线索 | 18 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | | 仅平台收入线索 | 16 | 同时有公司披露者计入上一行，不重复计数 | | 仅第三方估算 | 1 | 不与直接披露混合 | -| 暂无可用收入数字 | 981 | 包含尚未逐家搜索的目录项，不代表没有收入 | +| 暂无可用收入数字 | 980 | 包含尚未逐家搜索的目录项，不代表没有收入 | ## 业务分类与数据入口 | 业务类别 | 记录数 | | --- | --- | | [基础模型](/docs/other-research/ai-company-research/overview?category=C01) | 29 | -| [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 105 | +| [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 104 | | [Agent 开发与运行设施](/docs/other-research/ai-company-research/overview?category=C03) | 50 | -| [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 109 | -| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 174 | +| [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 110 | +| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 177 | | [客户与收入运营](/docs/other-research/ai-company-research/overview?category=C06) | 51 | -| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 324 | +| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 321 | | [内容与创意](/docs/other-research/ai-company-research/overview?category=C08) | 45 | -| [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 45 | -| [机器人及实体产业](/docs/other-research/ai-company-research/overview?category=C10) | 80 | +| [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 44 | +| [机器人及实体产业](/docs/other-research/ai-company-research/overview?category=C10) | 81 | | [业务待分类](/docs/other-research/ai-company-research/overview?category=C00) | 3 | ## 已使用来源的分布 diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index f15228c..7dcb6a5 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-cohorts-1", + "version": "2026-10-30-depth-1", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -1520,10 +1520,10 @@ "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：AI chips for ultra-fast training and inference", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "研发用于模型训练、微调和推理的AI芯片。", + "buyer": "模型研发与部署企业", + "delivery": "公司自述芯片研发方向，性能提升未独立测试", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1534,7 +1534,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：研发用于模型训练、微调和推理的AI芯片。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Hard Tech", "Semiconductors", @@ -1549,10 +1549,10 @@ "year": 2025, "team": 3, "location": null, - "business": "公司简介：Ramp for Real Estate", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为房地产所有者提供AI银行及金融运营平台。", + "buyer": "房地产所有者与运营商", + "delivery": "公司自述金融平台定位，账户与实际交付未核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1563,7 +1563,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为房地产所有者提供AI银行及金融运营平台。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Real Estate", "Finance", @@ -1580,10 +1580,10 @@ "year": 2025, "team": 7, "location": "San Francisco", - "business": "公司简介：The voice interface replacing your keyboard", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "把语音转成文字，用于邮件、文档及提示输入。", + "buyer": "Mac用户与知识工作者", + "delivery": "简介提供Mac免费试用入口；本轮未运行产品", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1594,7 +1594,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：把语音转成文字，用于邮件、文档及提示输入。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Consumer", "Productivity", @@ -1634,10 +1634,10 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI documentation engineer – test & autoimprove stale product docs", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "生成、测试和更新产品文档、实施指南及变更日志。", + "buyer": "技术写作者、专业服务与产品团队", + "delivery": "公司自述云服务，覆盖API、SDK及企业软件文档", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1648,7 +1648,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：生成、测试和更新产品文档、实施指南及变更日志。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Developer Tools", "B2B", @@ -1661,14 +1661,14 @@ "id": "YC30176", "name": "Outship", "url": "https://www.ycombinator.com/companies/outship", - "cat": "C07", + "cat": "C05", "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Hire amazing engineers by seeing how they use AI", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "记录候选人使用AI编程的过程并辅助招聘评估。", + "buyer": "企业招聘与工程管理团队", + "delivery": "公司自述提供云端编码测试环境；招聘预测效果未测试", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1679,7 +1679,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：记录候选人使用AI编程的过程并辅助招聘评估。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "B2B", "Recruiting", @@ -1694,10 +1694,10 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：We help companies win government funding with AI", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "帮助防务与深科技公司寻找并申请政府采购和资金机会。", + "buyer": "参与政府采购的科技企业", + "delivery": "公司自述Agent参与机会发现与申请；中标和付费情况未知", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1708,7 +1708,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：帮助防务与深科技公司寻找并申请政府采购和资金机会。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "GovTech", "AI" @@ -1718,14 +1718,14 @@ "id": "YC30183", "name": "Tweeks.io", "url": "https://www.ycombinator.com/companies/tweeksio", - "cat": "C09", + "cat": "C04", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Lovable for Chrome Plugins", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "按用户需求调整网站或生成Chrome插件。", + "buyer": "浏览器用户与插件创作者，按简介推定", + "delivery": "只有简短标语与产品定位，具体交付仍待核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1736,7 +1736,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：按用户需求调整网站或生成Chrome插件。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Consumer", "AI" @@ -1750,10 +1750,10 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI tutor starting with maths and science", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供自适应数学科学辅导，并向学校提供辅导和练习资料。", + "buyer": "美国家长、学生及学校", + "delivery": "公司自述网页/iPad学习软件及学校服务，效果和收入未核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1764,7 +1764,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供自适应数学科学辅导，并向学校提供辅导和练习资料。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "AI-Enhanced Learning", "Education", @@ -1780,10 +1780,10 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The agentic AI Word editor", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "通过自然语言修改Word文档并控制格式和上下文。", + "buyer": "需要编辑Word文档的知识工作者", + "delivery": "公司自述Agent文档编辑能力，尚未独立试用", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1794,7 +1794,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过自然语言修改Word文档并控制格式和上下文。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "SaaS", "Consumer", @@ -1807,14 +1807,14 @@ "id": "YC30191", "name": "Partcl", "url": "https://www.ycombinator.com/companies/partcl", - "cat": "C02", + "cat": "C10", "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：Design a chip in minutes", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "用物理约束模型与GPU加速芯片设计自动化。", + "buyer": "芯片设计与工程团队", + "delivery": "公司自述设计工具；速度倍数未复测，不等同AI算力销售", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1825,7 +1825,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：用物理约束模型与GPU加速芯片设计自动化。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [] }, { @@ -1836,10 +1836,10 @@ "year": 2025, "team": 1, "location": "New York City, NY", - "business": "公司简介：Power-ready land for AI data centers", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为AI数据中心开发具有电力条件的土地，用模型筛选地点。", + "buyer": "AI数据中心开发商及基础设施运营方", + "delivery": "面向电力与土地开发，模型预测及实际项目未独立核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1850,7 +1850,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为AI数据中心开发具有电力条件的土地，用模型筛选地点。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Solar Power", "Energy", @@ -1867,10 +1867,10 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Voice AI for medical language translation", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为医疗场景提供语音和视频语言翻译。", + "buyer": "医院、诊所与医生", + "delivery": "公司自述医疗翻译应用；准确性与合规主张未独立验证", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1881,7 +1881,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为医疗场景提供语音和视频语言翻译。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Healthcare", "Health & Wellness", @@ -1892,14 +1892,14 @@ "id": "YC30214", "name": "Ovlo", "url": "https://www.ycombinator.com/companies/ovlo", - "cat": "C07", + "cat": "C05", "year": 2025, "team": 2, "location": "Dubai, United Arab Emirates", - "business": "公司简介：Founder led hiring for London startups", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为伦敦初创企业提供创始人主导的招聘服务。", + "buyer": "伦敦初创企业", + "delivery": "可读介绍很短，AI具体作用和服务交付待核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1910,7 +1910,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为伦敦初创企业提供创始人主导的招聘服务。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "SaaS", "AI Assistant" @@ -1920,30 +1920,32 @@ "id": "YC30215", "name": "Contrario", "url": "https://www.ycombinator.com/companies/contrario", - "cat": "C07", + "cat": "C05", "year": 2025, "team": 20, "location": "San Francisco", - "business": "公司简介：AI hiring platform powered by expert recruiters", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "结合专业招聘顾问网络与AI，协助企业招聘和人才匹配。", + "buyer": "初创企业招聘团队与专业招聘顾问", + "delivery": "公司自述已有采用、候选人安置及年化收入，合同与分账待核验", + "notes": "年化收入不等于经常性ARR；业务截止日、币种和顾问分账的总额/净额定义待核。创始人此前创业ARR不归本公司。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公司自述采用和年化收入，未经独立审计", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30215" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合专业招聘顾问网络与AI，协助企业招聘和人才匹配。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "SaaS", "Recruiting", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "专业招聘服务与AI平台；合同、顾问分账及经常性拆分待核" }, { "id": "YC30221", @@ -1953,10 +1955,10 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The social network layer for AI apps", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "让用户创建并分享工具、游戏、聊天机器人和互动体验。", + "buyer": "朋友、学生与校园社群", + "delivery": "公司自述面向社交分享的平台；付费和活跃数据未核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1967,7 +1969,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：让用户创建并分享工具、游戏、聊天机器人和互动体验。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Social" ] @@ -1980,10 +1982,10 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：The SOP Automation Platform", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "跨政府、法律、保险等组织自动化标准作业流程。", + "buyer": "有重复内部流程的组织和企业", + "delivery": "公司自述多行业效率改进，具体成果未经独立核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -1994,7 +1996,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：跨政府、法律、保险等组织自动化标准作业流程。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [] }, { @@ -2005,10 +2007,10 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：We make mobile apps using AI.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "生成React Native项目以加速移动应用开发。", + "buyer": "移动应用开发者", + "delivery": "公司自述开发平台；其自研应用成绩不直接证明工具客户采用", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2019,7 +2021,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：生成React Native项目以加速移动应用开发。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Developer Tools", "Generative AI", @@ -2035,10 +2037,10 @@ "year": 2025, "team": 1, "location": "San Francisco", - "business": "公司简介：AI agents for global trade compliance", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "审计海关条目并辅助商品分类等全球贸易合规工作。", + "buyer": "进口商与贸易合规团队", + "delivery": "公司自述贸易合规Agent；节省金额与付费合同未核验", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2049,7 +2051,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：审计海关条目并辅助商品分类等全球贸易合规工作。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Generative AI", "B2B", @@ -2066,10 +2068,10 @@ "year": 2025, "team": 2, "location": "Miami, FL", - "business": "公司简介：How elite law firms do intake", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "面向律师事务所的客户接待业务。", + "buyer": "律师事务所，按简介定位", + "delivery": "只有简短标语，具体AI工作流和交付证据不足", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2080,7 +2082,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：面向律师事务所的客户接待业务。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "B2B", "Sales", @@ -2097,10 +2099,10 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：AI personal assistant for in-home sales", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为上门销售记录会话、辅助复盘、成交与线索生成。", + "buyer": "上门销售人员及管理团队", + "delivery": "公司自述销售助手，成交提升和采用规模未独立测试", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2111,7 +2113,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为上门销售记录会话、辅助复盘、成交与线索生成。 按主要买家和工作任务归类，不根据融资或性能宣传排名。", "directoryTags": [ "Sales", "Sales Enablement", @@ -31039,6 +31041,67 @@ "reason": "本轮融资，不计入收入", "bound": "=", "comparisonGroup": null + }, + { + "id": "DEPTH-CONTRARIO-revenue", + "company": "YC30215", + "name": "Contrario", + "kind": "原文称年化收入", + "value": 6000000, + "unit": "原文$，币种待核", + "timing": "不足六个月内的里程碑，日历截至日未注明；2026-10-30读取", + "evidence": "YC-E-30215", + "scope": "公司整体", + "selection": "signal", + "reason": "不是明确经常性ARR，顾问分账与总额/净额待核", + "bound": ">", + "comparisonGroup": null, + "metric": "annualized-revenue" + }, + { + "id": "DEPTH-CONTRARIO-payout", + "company": "YC30215", + "name": "Contrario", + "kind": "向招聘顾问付款", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "不足六个月内的里程碑，日历截至日未注明；2026-10-30读取", + "evidence": "YC-E-30215", + "scope": "招聘顾问分账", + "selection": "excluded", + "reason": "不是额外公司收入，不能与年化收入简单相减推算毛利", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-CONTRARIO-placements", + "company": "YC30215", + "name": "Contrario", + "kind": "已安置候选人", + "value": 150, + "unit": "名候选人", + "timing": "不足六个月内的里程碑，日历截至日未注明；2026-10-30读取", + "evidence": "YC-E-30215", + "scope": "平台业务", + "selection": "adoption", + "reason": "累计安置不是付费企业数或当期活跃用户", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-CONTRARIO-clients", + "company": "YC30215", + "name": "Contrario", + "kind": "采用企业", + "value": 200, + "unit": "家企业", + "timing": "不足六个月内的里程碑，日历截至日未注明；2026-10-30读取", + "evidence": "YC-E-30215", + "scope": "平台业务", + "selection": "adoption", + "reason": "未说明全部为付费企业，不直接作ARPA分母", + "bound": ">", + "comparisonGroup": null } ], "evidence": [ @@ -32150,8 +32213,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。 主营复核：研发用于模型训练、微调和推理的AI芯片。 买家：模型研发与部署企业。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-29161", @@ -32161,8 +32224,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。 主营复核：为房地产所有者提供AI银行及金融运营平台。 买家：房地产所有者与运营商。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-29666", @@ -32172,8 +32235,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。 主营复核：把语音转成文字，用于邮件、文档及提示输入。 买家：Mac用户与知识工作者。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30086", @@ -32194,8 +32257,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：生成、测试和更新产品文档、实施指南及变更日志。 买家：技术写作者、专业服务与产品团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30176", @@ -32205,8 +32268,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：记录候选人使用AI编程的过程并辅助招聘评估。 买家：企业招聘与工程管理团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30178", @@ -32216,8 +32279,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：帮助防务与深科技公司寻找并申请政府采购和资金机会。 买家：参与政府采购的科技企业。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30183", @@ -32227,8 +32290,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：按用户需求调整网站或生成Chrome插件。 买家：浏览器用户与插件创作者，按简介推定。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30185", @@ -32238,8 +32301,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：提供自适应数学科学辅导，并向学校提供辅导和练习资料。 买家：美国家长、学生及学校。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30187", @@ -32249,8 +32312,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：通过自然语言修改Word文档并控制格式和上下文。 买家：需要编辑Word文档的知识工作者。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30191", @@ -32260,8 +32323,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Spring 2025。团队人数与主业务简介见公司表。 主营复核：用物理约束模型与GPU加速芯片设计自动化。 买家：芯片设计与工程团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30202", @@ -32271,8 +32334,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为AI数据中心开发具有电力条件的土地，用模型筛选地点。 买家：AI数据中心开发商及基础设施运营方。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30203", @@ -32282,8 +32345,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为医疗场景提供语音和视频语言翻译。 买家：医院、诊所与医生。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30214", @@ -32293,8 +32356,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为伦敦初创企业提供创始人主导的招聘服务。 买家：伦敦初创企业。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30215", @@ -32304,8 +32367,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：结合专业招聘顾问网络与AI，协助企业招聘和人才匹配。 买家：初创企业招聘团队与专业招聘顾问。 公司称不足六个月年化收入超过600万（原文$）、向招聘顾问支付超过100万、安置超过150人，超过200家企业采用。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 年化收入不是明确ARR；未说明币种、精确截至日和总额/净额口径，早期发布中的较小采用数字不重复作为当前值。" }, { "id": "YC-E-30221", @@ -32315,8 +32378,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：让用户创建并分享工具、游戏、聊天机器人和互动体验。 买家：朋友、学生与校园社群。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30222", @@ -32326,8 +32389,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：跨政府、法律、保险等组织自动化标准作业流程。 买家：有重复内部流程的组织和企业。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30223", @@ -32337,8 +32400,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：生成React Native项目以加速移动应用开发。 买家：移动应用开发者。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30225", @@ -32348,8 +32411,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：审计海关条目并辅助商品分类等全球贸易合规工作。 买家：进口商与贸易合规团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30227", @@ -32359,8 +32422,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：面向律师事务所的客户接待业务。 买家：律师事务所，按简介定位。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30229", @@ -32370,8 +32433,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为上门销售记录会话、辅助复盘、成交与线索生成。 买家：上门销售人员及管理团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。" }, { "id": "YC-E-30231", @@ -43580,6 +43643,20 @@ "AI070", "YC30518" ] + }, + { + "id": "DEPTH-CONTRARIO-R", + "type": "年化收入与分账", + "company": "Contrario", + "summary": "公司称年化收入超过600万，另有顾问付款和候选人安置；创始人简介还包含此前企业ARR。", + "evidenceIds": [ + "YC-E-30215" + ], + "handling": "原文年化收入独立保存，不改称ARR；分账不当额外收入，前公司履历不导入。缺少同期合同和总额/净额定义，排除行业ARR比较。", + "scope": "companies", + "companyIds": [ + "YC30215" + ] } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f9472ab..af63e75 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-cohorts-1", + "sourceVersion": "2026-10-30-depth-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", diff --git a/scripts/audit-ai-research.py b/scripts/audit-ai-research.py index 2070eec..f5c597d 100644 --- a/scripts/audit-ai-research.py +++ b/scripts/audit-ai-research.py @@ -17,6 +17,8 @@ def render(): cov = DATA['coverage'] companies = DATA['companies'] depth = sum(bool(c.get('profileOnly')) for c in companies) + origin = sum(bool(c.get('profileOnly')) or c.get('directoryOrigin') == 'yc-2025-2026' for c in companies) + promoted = origin - depth reviewed = sum(bool(c.get('profileOnly')) and '人工复核' in c.get('classificationBasis', '') for c in companies) years = Counter(c['year'] for c in companies) income = Counter(c['revenueStatus'] for c in companies) @@ -24,7 +26,7 @@ def render(): assert cov['profilesRead'] + cov['failedProfiles'] == cov['candidateRecords'] assert cov['matchingProfiles'] == cov['existingProfiles'] + cov['newProfiles'] assert cov['matchingProfiles'] + cov['otherOrMissingYear'] + cov['unclearAI'] + cov['dateConflicts'] == cov['profilesRead'] - assert depth == cov['newProfiles'] + assert origin == cov['newProfiles'] assert AUDIT['accessedAt'] == cov['accessedAt'] assert AUDIT['counts'] == cov assert len(AUDIT['records']) == cov['profilesRead'] @@ -42,11 +44,11 @@ def render(): f"| 官方页面读取 | {cov['profilesRead']:,} | 此候选池读取失败{cov['failedProfiles']}条 |", f"| 初筛匹配 | {cov['matchingProfiles']:,} | 成立年及AI相关描述通过初筛，尚非逐家商业验证 |", f"| 与原表重合 | {cov['existingProfiles']} | URL匹配，未再次新增 |", - f"| 新增目录记录 | {cov['newProfiles']:,} | 进入公司表，仍需深化核验 |", + f"| 新增目录记录 | {cov['newProfiles']:,} | 原始入表来源，后续深化不改变发现计数 |", f"| 年份不符或缺失 | {cov['otherOrMissingYear']} | 此轮不作为成立年匹配项 |", f"| AI业务待确认 | {cov['unclearAI']} | 不强行把背景关键词当主营 |", f"| 成立年与批次冲突 | {cov['dateConflicts']} | 另保留核查记录 |", '', - f"全表由{depth}条目录基础项和{len(companies)-depth}条个案或平台记录组成。候选池已匹配项之外另有{len(companies)-cov['matchingProfiles']}条记录，包含其他来源及发布/转型对照；两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。", '', + f"全表由{depth}条目录基础项和{len(companies)-depth}条个案或平台记录组成。候选池已匹配项之外另有{len(companies)-cov['matchingProfiles']}条记录，包含其他来源及发布/转型对照；其中已有{promoted}条原目录记录深化为个案，仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。", '', '## 成立年与证据深度', '', '| 维度 | 当前记录 | 解读 |', '| --- | --- | --- |', f"| 记录为2025年成立 | {years[2025]} | 成立来源和精度见公司明细 |", -- 2.52.0 From db47c1da13e5331c0c133311e11eca7ada17e85f Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 06:51:40 +0800 Subject: [PATCH 15/16] =?UTF-8?q?=E8=A1=A5=E5=85=A820=E5=AE=B6AI=E5=85=AC?= =?UTF-8?q?=E5=8F=B8=E4=B8=BB=E8=90=A5=E4=B9=B0=E5=AE=B6=E4=B8=8E=E4=BA=A4?= =?UTF-8?q?=E4=BB=98=E8=BE=B9=E7=95=8C?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 3 +- .../02-coverage-and-gaps.md | 16 +- content/research/ai-companies.seed.json | 288 +++++++++--------- content/research/ai-income-analysis.json | 2 +- 4 files changed, 155 insertions(+), 154 deletions(-) diff --git a/README.md b/README.md index b90d64b..1077c26 100644 --- a/README.md +++ b/README.md @@ -137,7 +137,8 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 新增业务分类优先匹配主营简介，再参考目录标签；未匹配者进入待分类组。 初分规则位于 `scripts/classify-ai-profiles.py`，只生成待评审标签，不执行抓取或构建。 目录基础项保留 `classificationBasis` 和 `directoryTags` 供复核。 -另复核20条目录的主营与买家，Contrario深化为个案；当前目录基础项中140条已人工复核。`directoryOrigin`保留原发现来源，`profileOnly`只表示当前资料深度；深化不改变原候选池新增928条的审计分母。 +当前目录基础项中160条已人工复核主营与买家，Contrario已深化为个案。`directoryOrigin`保留原发现来源，`profileOnly`只表示当前资料深度；深化不改变原候选池新增928条的审计分母。 +分类按主要工作任务和买家判断，例如Paragon归客户与收入运营，Oki归消费者应用，Lucidic归Agent设施。市场支出、采用规模、性能主张及客户收益均不作为公司收入。 其中121条原待分类记录已按YC官方业务介绍人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； 仍有3条因简介不足保留待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 AI 关键词可能出现在业务背景中，收入、买家和交付状态仍须逐家深查，不能把目录项的未知收入当作未披露。 diff --git a/content/docs/ai-company-research/02-coverage-and-gaps.md b/content/docs/ai-company-research/02-coverage-and-gaps.md index be9041c..b0a2587 100644 --- a/content/docs/ai-company-research/02-coverage-and-gaps.md +++ b/content/docs/ai-company-research/02-coverage-and-gaps.md @@ -26,8 +26,8 @@ | 记录为2025年成立 | 619 | 成立来源和精度见公司明细 | | 记录为2026年成立 | 391 | 不将产品发布日期代替成立日 | | 成立年未知或范围外 | 5 | 发布/转型对照单列，不进入两年成立分组 | -| 目录业务分类人工复核 | 140 | 仅复核主营分类，不代表技术或财务审计 | -| 其他目录基础项 | 787 | 规则初分或资料不足，继续待复核 | +| 目录业务分类人工复核 | 160 | 仅复核主营分类，不代表技术或财务审计 | +| 其他目录基础项 | 767 | 规则初分或资料不足，继续待复核 | | 有团队数字 | 945 | 多为自报Team Size或Employees，时点与口径不统一 | | 专项技术证据记录 | 6 | 其中3条自述、2条公开材料、1条第三方评测 | | 公司披露收入线索 | 18 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | @@ -40,14 +40,14 @@ | 业务类别 | 记录数 | | --- | --- | | [基础模型](/docs/other-research/ai-company-research/overview?category=C01) | 29 | -| [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 104 | -| [Agent 开发与运行设施](/docs/other-research/ai-company-research/overview?category=C03) | 50 | -| [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 110 | +| [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 103 | +| [Agent 开发与运行设施](/docs/other-research/ai-company-research/overview?category=C03) | 51 | +| [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 109 | | [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 177 | -| [客户与收入运营](/docs/other-research/ai-company-research/overview?category=C06) | 51 | -| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 321 | +| [客户与收入运营](/docs/other-research/ai-company-research/overview?category=C06) | 52 | +| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 320 | | [内容与创意](/docs/other-research/ai-company-research/overview?category=C08) | 45 | -| [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 44 | +| [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 45 | | [机器人及实体产业](/docs/other-research/ai-company-research/overview?category=C10) | 81 | | [业务待分类](/docs/other-research/ai-company-research/overview?category=C00) | 3 | diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 7dcb6a5..080f49b 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-depth-1", + "version": "2026-10-30-depth-2", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -2125,14 +2125,14 @@ "id": "YC30231", "name": "Paragon", "url": "https://www.ycombinator.com/companies/deployparagon", - "cat": "C07", + "cat": "C06", "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：The AI Growth Engine for Industrials", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为分销商和制造商提供增长与收入运营自动化。", + "buyer": "分销商和制造企业", + "delivery": "简介称AI增长引擎，具体工作流、定价与客户成果待核", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2143,7 +2143,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为分销商和制造商提供增长与收入运营自动化。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [] }, { @@ -2154,10 +2154,10 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI Powered CAD", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "开发用于机械工程任务的端到端Agent。", + "buyer": "机械工程师与工程团队", + "delivery": "官方简介仅说明研发方向；产品能力和商业交付待核", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2168,7 +2168,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：开发用于机械工程任务的端到端Agent。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Hardware", "Design", @@ -2183,10 +2183,10 @@ "year": 2025, "team": 5, "location": "Berlin, Germany", - "business": "公司简介：Financial OS for Modern Fleets", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为车队企业整合支付、记账、授信和司机薪资工作流。", + "buyer": "配送、建筑和现场服务等车队运营企业", + "delivery": "公司自述欧洲车队金融平台；万亿欧元是市场支出，不是公司收入", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2197,7 +2197,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为车队企业整合支付、记账、授信和司机薪资工作流。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Fintech", "Logistics", @@ -2213,10 +2213,10 @@ "year": 2025, "team": null, "location": "New York City, NY", - "business": "公司简介：AI Agents for Audit", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "尝试以AI执行审计工作。", + "buyer": "审计团队或需要审计的企业，按任务推定", + "delivery": "只有替代审计员的简短定位；具体产品、买家和审计效果待核", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2227,7 +2227,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：尝试以AI执行审计工作。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Generative AI", "AI" @@ -2241,10 +2241,10 @@ "year": 2025, "team": 11, "location": "London, United Kingdom", - "business": "公司简介：AI compliance co-pilot for regulated financial businesses", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "读取金融监管规则并整理适用义务和产品合规要求。", + "buyer": "受监管金融企业的合规与产品团队", + "delivery": "公司自述合规平台；完成速度与正确性未经独立测试", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2255,7 +2255,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：读取金融监管规则并整理适用义务和产品合规要求。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Fintech", "Compliance", @@ -2267,14 +2267,14 @@ "id": "YC30242", "name": "Oki", "url": "https://www.ycombinator.com/companies/oki", - "cat": "C02", + "cat": "C09", "year": 2025, "team": 6, "location": "San Francisco", - "business": "公司简介：The memory computer for your digital life.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "提供保存个人数据与上下文的Oki Home记忆计算设备。", + "buyer": "需要个人智能和数据存储的消费者", + "delivery": "公司自述用户自有硬件方向；出货、定价与运行效果待核", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2285,7 +2285,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供保存个人数据与上下文的Oki Home记忆计算设备。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Hardware", "Consumer", @@ -2300,10 +2300,10 @@ "year": 2025, "team": 17, "location": "Bogotá, Colombia", - "business": "公司简介：AI Accountant for Accounting Firms", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "用Agent处理发票录入、支付对账、税务申报和财务查询。", + "buyer": "企业财务、会计与财务负责人", + "delivery": "公司自述端到端会计工作流；并非已验证的全自动交付", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2314,7 +2314,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：用Agent处理发票录入、支付对账、税务申报和财务查询。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "FinOps", "SaaS", @@ -2329,10 +2329,10 @@ "year": 2025, "team": 10, "location": "Austin, TX", - "business": "公司简介：AI-powered Patient Identification for Clinical Trials", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "将诊所已有患者与临床试验资格条件匹配并辅助预筛查。", + "buyer": "医生诊所与临床试验招募团队", + "delivery": "公司自述患者筛查工具；药企向诊所付款不等于HealthKey收入", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2343,7 +2343,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：将诊所已有患者与临床试验资格条件匹配并辅助预筛查。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [] }, { @@ -2354,10 +2354,10 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：AI Sales Teams for Dental Practices", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "连接牙科患者数据库，用AI电话和短信召回患者并预约治疗。", + "buyer": "牙科诊所运营团队", + "delivery": "公司自述预约与患者召回工具；诊所新增收入不是平台收入", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2368,7 +2368,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：连接牙科患者数据库，用AI电话和短信召回患者并预约治疗。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [] }, { @@ -2379,10 +2379,10 @@ "year": 2025, "team": 24, "location": "San Francisco", - "business": "公司简介：Platform and marketplace for RL environments and AI data", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "帮助企业构建强化学习环境和后训练数据集。", + "buyer": "数据创业者、模型团队和AI实验室", + "delivery": "公司自述有50多家企业采用；采用数不等于付费客户数或收入", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2393,7 +2393,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：帮助企业构建强化学习环境和后训练数据集。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Marketplace", "Reinforcement Learning", @@ -2409,10 +2409,10 @@ "year": 2025, "team": 2, "location": "Ghent, Belgium", - "business": "公司简介：AI Agents for Complex Engineering Projects", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "连接工程数据和技术文档，自动化工程项目与相关业务流程。", + "buyer": "机械工程、制造和建筑企业", + "delivery": "公司自述工程Agent；具体集成、任务效果与合同规模待核", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2423,7 +2423,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：连接工程数据和技术文档，自动化工程项目与相关业务流程。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [] }, { @@ -2434,10 +2434,10 @@ "year": 2025, "team": null, "location": "New York City, NY", - "business": "公司简介：AI Healthcare Provider Credentialing Software", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "协助诊所处理保险入网、协议费率和到账核对。", + "buyer": "医疗诊所及其保险结算团队", + "delivery": "公司自述医疗保险协作软件；入网成功率和回款改善待核", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2448,7 +2448,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：协助诊所处理保险入网、协议费率和到账核对。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Health Tech", "Healthcare", @@ -2464,10 +2464,10 @@ "year": 2025, "team": 12, "location": "San Francisco", - "business": "公司简介：Be the Answer in AI Search - AI SEO across SEO, GEO & AEO", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "监测品牌在生成式搜索答案中的可见性、引用和推荐并辅助优化。", + "buyer": "品牌营销与搜索增长团队", + "delivery": "公司自述GEO/AEO平台；市场预测和团队履历不当产品效果证据", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2478,21 +2478,21 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：监测品牌在生成式搜索答案中的可见性、引用和推荐并辅助优化。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [] }, { "id": "YC30272", "name": "Lucidic AI", "url": "https://www.ycombinator.com/companies/lucidic-ai", - "cat": "C04", + "cat": "C03", "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：Reimagining how Machines Learn", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为Agent定制记忆、技能、求助和经验学习机制。", + "buyer": "Agent开发者和部署团队，按产品任务推定", + "delivery": "公司自述学习系统研发；不是已验证的新基础模型或商业能力", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2503,7 +2503,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为Agent定制记忆、技能、求助和经验学习机制。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "AIOps", "Developer Tools", @@ -2520,10 +2520,10 @@ "year": 2025, "team": 6, "location": "New York City, NY", - "business": "公司简介：AI-powered research desk for hedge funds", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "用Agent访谈分析师、撰写研究并以订阅分发投资研究。", + "buyer": "对冲基金和投资研究团队", + "delivery": "官方简介明确订阅交付，订阅价格、收入和研究质量未知", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2534,7 +2534,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：用Agent访谈分析师、撰写研究并以订阅分发投资研究。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Finance", "B2B", @@ -2551,10 +2551,10 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Building agents that reads logs and fixes issues on your behalf.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "分析生产日志、链路和部署信息，定位异常提交并提出修复PR。", + "buyer": "软件工程与生产可靠性团队", + "delivery": "公司自述SRE Agent；全天候运行和定位修复能力未复测", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2565,7 +2565,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：分析生产日志、链路和部署信息，定位异常提交并提出修复PR。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Infrastructure", "AI" @@ -2579,10 +2579,10 @@ "year": 2025, "team": 14, "location": "San Francisco", - "business": "公司简介：Enterprise-grade AI support reps for call centers", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为呼叫中心提供可接听语音、聊天并操作内部工具的AI客服。", + "buyer": "企业呼叫中心与客服运营团队", + "delivery": "公司自述支持内部CRM和仪表盘；解决率及人工替代程度待核", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2593,7 +2593,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为呼叫中心提供可接听语音、聊天并操作内部工具的AI客服。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Generative AI", "SaaS", @@ -2610,10 +2610,10 @@ "year": 2025, "team": 5, "location": "San Francisco", - "business": "公司简介：Frontier Data", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从事前沿模型数据相关业务，具体产品未说明。", + "buyer": "公开简介不足，买家待核", + "delivery": "仅有Frontier Data标语及强化学习、数据标注标签；保留基础设施暂分类", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2624,7 +2624,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：从事前沿模型数据相关业务，具体产品未说明。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "Reinforcement Learning", "Data Labeling", @@ -2639,10 +2639,10 @@ "year": 2025, "team": 2, "location": "New York City, NY", - "business": "公司简介：AI Compliance for Affordable Housing", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "评估保障性住房申请人和住户资格，管理首次及续期认证。", + "buyer": "公共和私人保障性住房运营商及合规团队", + "delivery": "公司自述资格认证软件；准确性、审计替代效果和收入未知", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2653,7 +2653,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：评估保障性住房申请人和住户资格，管理首次及续期认证。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "GovTech", "Real Estate", @@ -2670,10 +2670,10 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Eliminating accrual spreadsheets for faster month-end", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "从应付账款邮箱、协作消息和历史分录生成月末应计信息。", + "buyer": "中大型企业财务团队", + "delivery": "公司自述自动化90%并缩短关账时间；属于性能宣传，不是收入或独立评测", + "notes": "目录主营与买家已人工复核；收入、定价与技术能力仍需专项核验。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", @@ -2684,7 +2684,7 @@ ], "revenueStatus": "unknown", "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：从应付账款邮箱、协作消息和历史分录生成月末应计信息。 按主要买家和工作任务归类；简介不足的推定已注明。", "directoryTags": [ "FinOps", "Fintech", @@ -32444,8 +32444,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为分销商和制造商提供增长与收入运营自动化。 买家：分销商和制造企业。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 简介称AI增长引擎，具体工作流、定价与客户成果待核" }, { "id": "YC-E-30234", @@ -32455,8 +32455,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：开发用于机械工程任务的端到端Agent。 买家：机械工程师与工程团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 官方简介仅说明研发方向；产品能力和商业交付待核" }, { "id": "YC-E-30235", @@ -32466,8 +32466,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为车队企业整合支付、记账、授信和司机薪资工作流。 买家：配送、建筑和现场服务等车队运营企业。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述欧洲车队金融平台；万亿欧元是市场支出，不是公司收入" }, { "id": "YC-E-30236", @@ -32477,8 +32477,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：尝试以AI执行审计工作。 买家：审计团队或需要审计的企业，按任务推定。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 只有替代审计员的简短定位；具体产品、买家和审计效果待核" }, { "id": "YC-E-30239", @@ -32488,8 +32488,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：读取金融监管规则并整理适用义务和产品合规要求。 买家：受监管金融企业的合规与产品团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述合规平台；完成速度与正确性未经独立测试" }, { "id": "YC-E-30242", @@ -32499,8 +32499,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：提供保存个人数据与上下文的Oki Home记忆计算设备。 买家：需要个人智能和数据存储的消费者。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述用户自有硬件方向；出货、定价与运行效果待核" }, { "id": "YC-E-30243", @@ -32510,8 +32510,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：用Agent处理发票录入、支付对账、税务申报和财务查询。 买家：企业财务、会计与财务负责人。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述端到端会计工作流；并非已验证的全自动交付" }, { "id": "YC-E-30249", @@ -32521,8 +32521,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：将诊所已有患者与临床试验资格条件匹配并辅助预筛查。 买家：医生诊所与临床试验招募团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述患者筛查工具；药企向诊所付款不等于HealthKey收入" }, { "id": "YC-E-30250", @@ -32532,8 +32532,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：连接牙科患者数据库，用AI电话和短信召回患者并预约治疗。 买家：牙科诊所运营团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述预约与患者召回工具；诊所新增收入不是平台收入" }, { "id": "YC-E-30254", @@ -32543,8 +32543,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：帮助企业构建强化学习环境和后训练数据集。 买家：数据创业者、模型团队和AI实验室。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述有50多家企业采用；采用数不等于付费客户数或收入" }, { "id": "YC-E-30260", @@ -32554,8 +32554,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：连接工程数据和技术文档，自动化工程项目与相关业务流程。 买家：机械工程、制造和建筑企业。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述工程Agent；具体集成、任务效果与合同规模待核" }, { "id": "YC-E-30265", @@ -32565,8 +32565,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：协助诊所处理保险入网、协议费率和到账核对。 买家：医疗诊所及其保险结算团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述医疗保险协作软件；入网成功率和回款改善待核" }, { "id": "YC-E-30268", @@ -32576,8 +32576,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：监测品牌在生成式搜索答案中的可见性、引用和推荐并辅助优化。 买家：品牌营销与搜索增长团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述GEO/AEO平台；市场预测和团队履历不当产品效果证据" }, { "id": "YC-E-30272", @@ -32587,8 +32587,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为Agent定制记忆、技能、求助和经验学习机制。 买家：Agent开发者和部署团队，按产品任务推定。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述学习系统研发；不是已验证的新基础模型或商业能力" }, { "id": "YC-E-30274", @@ -32598,8 +32598,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：用Agent访谈分析师、撰写研究并以订阅分发投资研究。 买家：对冲基金和投资研究团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 官方简介明确订阅交付，订阅价格、收入和研究质量未知" }, { "id": "YC-E-30284", @@ -32609,8 +32609,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：分析生产日志、链路和部署信息，定位异常提交并提出修复PR。 买家：软件工程与生产可靠性团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述SRE Agent；全天候运行和定位修复能力未复测" }, { "id": "YC-E-30287", @@ -32620,8 +32620,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：为呼叫中心提供可接听语音、聊天并操作内部工具的AI客服。 买家：企业呼叫中心与客服运营团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述支持内部CRM和仪表盘；解决率及人工替代程度待核" }, { "id": "YC-E-30289", @@ -32631,8 +32631,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：从事前沿模型数据相关业务，具体产品未说明。 买家：公开简介不足，买家待核。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 仅有Frontier Data标语及强化学习、数据标注标签；保留基础设施暂分类" }, { "id": "YC-E-30290", @@ -32642,8 +32642,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Fall 2026。团队人数与主业务简介见公司表。 主营复核：评估保障性住房申请人和住户资格，管理首次及续期认证。 买家：公共和私人保障性住房运营商及合规团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述资格认证软件；准确性、审计替代效果和收入未知" }, { "id": "YC-E-30292", @@ -32653,8 +32653,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。 主营复核：从应付账款邮箱、协作消息和历史分录生成月末应计信息。 买家：中大型企业财务团队。", + "limitation": "成立年、团队及业务为公司自述；主营分类已人工复核，具体交付、收入和性能未独立验证。 公司自述自动化90%并缩短关账时间；属于性能宣传，不是收入或独立评测" }, { "id": "YC-E-30294", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index af63e75..19d1fea 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-depth-1", + "sourceVersion": "2026-10-30-depth-2", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 28fa155829fc56d523928cda5f81c59180edf078 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 06:58:06 +0800 Subject: [PATCH 16/16] =?UTF-8?q?=E6=B7=B1=E5=8C=968=E5=AE=B6AI=E5=85=AC?= =?UTF-8?q?=E5=8F=B8=E6=94=B6=E5=85=A5=E5=A3=B0=E6=98=8E=E5=8F=8A=E5=90=88?= =?UTF-8?q?=E5=90=8C=E5=B9=B6=E8=B4=AD=E5=8F=A3=E5=BE=84=E6=A0=B8=E6=9F=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- README.md | 8 +- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 8 +- .../docs/ai-company-research/00-overview.md | 19 +- .../02-coverage-and-gaps.md | 12 +- content/research/ai-companies.seed.json | 535 +++++++++++++++--- content/research/ai-income-analysis.json | 2 +- 7 files changed, 481 insertions(+), 105 deletions(-) diff --git a/README.md b/README.md index 1077c26..36bf05e 100644 --- a/README.md +++ b/README.md @@ -98,10 +98,10 @@ AUTH_CONFIG_FILE=/private/tmp/tabularium-auth/config.json AUTH_COOKIE_SECURE=fal 同一版本内容变化会拒绝导入，避免静默读取旧数据。回退代码时继续读取对应旧版本。 所有修改都经过工作分支和 PR，部署仍等待人工合并主线。 -当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 155 条经营与技术观测。 -其中保留 72 家个案资料、927 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 +当前资料包含 1,015 条公司/产品记录、10 类业务及待分类组、1,086 条证据记录和 170 条经营与技术观测。 +其中保留 80 家个案资料、919 条目录基础资料，并新增 16 个平台产品/业务样本；目录项不等于完成财务和技术核验。 补充ThinkWheel与中国NaiveAI；MiroMind成立年未核，公开研发年份单列。保留灵初智能成立年排除、深度原理日期待核和Naive近名实体复核记录。 -新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；40条核查中29条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 +新增7条Speedrun个案，保留标题/正文冲突、七位数数量级、币种不明、合同管线与履历归属排除记录；相对日期不充当同期收入时点。核查页优先按人工确认的公司ID关联明细，旧版本保留按证据归属回退；48条核查中37条指向具体公司、3条属于全局方法、8条是未纳入候选。明细反向列出关联核查；币种不明的声明保留原值，不绘制美元收入长度条。 Bud保留为2025成立且YC标记已收购的案例；Rocket.new按前身2021成立、2025产品上线的转型对照记录，历史ARR不混入新成立公司同期统计。 它是定向试样，收入披露不足且统计时点不统一，不代表全部 AI 公司。 界面将公司自述、第三方估算、融资、客户收入和履历收入分开，未知收入不记为零。 @@ -137,7 +137,7 @@ MRR×12仅作为显示单位转换，不改写为公司ARR；公司ARR、估算 新增业务分类优先匹配主营简介，再参考目录标签；未匹配者进入待分类组。 初分规则位于 `scripts/classify-ai-profiles.py`，只生成待评审标签，不执行抓取或构建。 目录基础项保留 `classificationBasis` 和 `directoryTags` 供复核。 -当前目录基础项中160条已人工复核主营与买家，Contrario已深化为个案。`directoryOrigin`保留原发现来源，`profileOnly`只表示当前资料深度；深化不改变原候选池新增928条的审计分母。 +当前目录基础项中160条已人工复核主营与买家，Contrario及8条收入声明/排除案例已深化为个案。`directoryOrigin`保留原发现来源，`profileOnly`只表示当前资料深度；深化不改变原候选池新增928条的审计分母。 分类按主要工作任务和买家判断，例如Paragon归客户与收入运营，Oki归消费者应用，Lucidic归Agent设施。市场支出、采用规模、性能主张及客户收益均不作为公司收入。 其中121条原待分类记录已按YC官方业务介绍人工复核主营业务，分类理由保存在公司字段与对应证据摘要中； 仍有3条因简介不足保留待分类。人工复核分类不代表独立验证技术水平、客户效果或财务数据。 diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 69b740c..777137f 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -188,7 +188,7 @@ async function main() { assert.equal(research.companies.length, 1015); assert.equal(research.categories.length, 11); assert.equal(research.evidence.length, 1086); - assert.equal(research.observations.length, 155); + assert.equal(research.observations.length, 170); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); assert.equal(researchPage.status, 200); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 29ba34b..168cb3b 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -25,7 +25,7 @@ test("research revisions share the authentication database and preserve replay l const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1015); assert.equal(initial.evidence.length, 1086); - assert.equal(initial.observations.length, 155); + assert.equal(initial.observations.length, 170); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); const db = openSiteDatabase(); const tables = db.prepare("SELECT name FROM sqlite_master WHERE type='table'").all() as { name: string }[]; @@ -62,7 +62,7 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 29); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 37); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 3); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 8); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -84,10 +84,10 @@ test("disclosure counts exclude client income, biographies, targets and duplicat const snapshot = seed as ResearchSnapshot; const summary = categorySummary(snapshot); assert.equal(summary.reduce((n, c) => n + c.count, 0), 1015); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 18); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 24); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 980); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 974); 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")); diff --git a/content/docs/ai-company-research/00-overview.md b/content/docs/ai-company-research/00-overview.md index 63aedef..9df6a34 100644 --- a/content/docs/ai-company-research/00-overview.md +++ b/content/docs/ai-company-research/00-overview.md @@ -18,7 +18,7 @@ | 消费者个人应用 | nutrIA、Calyra、Verbi、ABMAXX | 有平台收入与订阅记录；订阅份数不是独立人数 | 渠道成本、后续月份留存、平台抽成后利润 | 取消与退款、月/年套餐结构、重复订阅 | | 创意软件与制作服务 | Speel.co、Laper、GetEbook AI、White Glove Content | 软件订阅和交付服务必须分组 | 合格交付的计算与人工成本、返工率、重复购买 | 项目收入占比、人工工时、产能 | | 小企业综合Agent | Runable（AI059） | 公司披露历史ARR里程碑；[官方公告](https://runable.com/blogs/runable-grow) | 限定一个任务，测完整成功率、收费与执行成本 | 当前付费客户、续费、推理成本、人工接管 | -| 行业专业Agent与服务 | Kaizen、Trapeze、Panacea | 官方介绍可确定买家场景，收入不可比 | 采购周期、上线工时、失败处理与验收标准 | 合同、经常性与实施费拆分、使用深度 | +| 行业专业Agent与服务 | LunaBill、Plena Health、Bizmark | 有合同ARR、数量级或ARR自述，日历截止日和交付拆分不完整 | 采购周期、上线工时、失败处理与验收标准 | 合同、经常性与实施费拆分、使用深度 | | 模型、算力与机器人 | Wafer、Induction Labs、Congruent | 可确定产品方向；团队小或融资多不证明单位经济 | 客户真实负载、性能成本、交付与售后成本 | 同口径收入、资本开支、独立性能测试 | **对我们商业试验的推论：** 先选择能接触真实买家、结果可验收、成本可计量的工作流，比较软件订阅与服务交付的实际毛利，再评估是否扩成综合Agent。当前证据不足以断定某类必然更赚钱；平台数据更适合帮助选择访谈与试验对象。 @@ -37,4 +37,21 @@ | 公司、投资方与媒体重复一个数字 | 追到首发声明及独立底账 | 多篇转述不等于独立证据 | | 声明撤回、口径变更或含并购业务 | 保留历史版本，拆分边界并核对更正原因 | 单个异常无法生成可靠造假概率 | +### 从原文到可比较收入：新增核查实例 + +以下均为2026-10-30读取的公司自述，读取日不代表收入业务截止日。点击公司可查看分项观测、核查和原始来源。原文仅有美元符号时保留币种待核；未给币种的数字不补成美元。 + +| 公司 | 原始声明 | 数据表处理 | 对商业模式评估的影响 | +| --- | --- | --- | --- | +| [Risely AI](/docs/other-research/ai-company-research/overview?company=YC30724#research-company-detail) | 上线六周达到8千MRR，原文$ | 保存MRR；无日历截止日，不转换为同期ARR | 高校系统集成还需核实施成本、采购周期与续约 | +| [Hyper](/docs/other-research/ai-company-research/overview?company=YC31548#research-company-detail) | 上线十二天达到1千MRR、采用团队50多 | 币种未列；采用团队不直接当付费客户 | 试点与持续付费需要分开；不直接算每团队收入 | +| [Bizmark](/docs/other-research/ai-company-research/overview?company=YC32200#research-company-detail) | 工厂产品10.8万ARR，原文$ | 保留声明；创始人此前6000万业务收入排除 | 核对软件与定制集成收入、上线成本及客户集中度 | +| [LunaBill](/docs/other-research/ai-company-research/overview?company=YC30997#research-company-detail) | 76.4万contracted ARR，其中42.8万称live revenue，原文$ | 合同承诺、已上线部分分别保存，不相加；后者未擅自补为ARR | 上线转化和已验收用量比总合同承诺更能检验交付；客户追回款项排除 | +| [Plena Health](/docs/other-research/ai-company-research/overview?company=YC31493#research-company-detail) | 七位数committed/contracted ARR | 仅存数量级下界，不填精确100万；八个月/十个月表述保留 | 年度或多年合同需拆上线状态、取消条款和定制实施费 | +| [Brickwise](/docs/other-research/ai-company-research/overview?company=YC30847#research-company-detail) | 销售管线中有超过100万cARR的企业合同，原文$ | 不确认成已签或已实现ARR；融资及前公司业绩排除 | 大合同集中度和签约到上线的转化需要单独核查 | +| [Radley](/docs/other-research/ai-company-research/overview?company=YC33020#research-company-detail) | 收购诊所带来460万年化收入，另有220万合同，原文$ | 收购、交割与并表边界未核，不当纯软件ARR，不把两项相加 | 医疗服务收入需结合医生工时、收购成本与经营毛利，不能直接与SaaS比较 | +| [Misprint](/docs/other-research/ai-company-research/overview?company=YC30302#research-company-detail) | 创始人此前卖卡50万ARR，原文$ | 发布帖明确早于平台构想，排除平台收入 | 卡牌销售额、交易额、平台佣金与软件订阅是不同口径 | + +这批记录补充了收入定义差异，尚未增加同日同币种的可比ARR样本。合同承诺、并购业务或履历混入会使领域均值失真；资料有这些差异本身不证明财务造假。 + 下一轮优先取得统一业务截止日的ARR定义、付费客户变动、留存、收入与现金勾稽、直接成本及可独立复核的来源。缺项留在表内并保持未知。上述核查是研究流程，不是审计意见。 diff --git a/content/docs/ai-company-research/02-coverage-and-gaps.md b/content/docs/ai-company-research/02-coverage-and-gaps.md index b0a2587..9a3b7e5 100644 --- a/content/docs/ai-company-research/02-coverage-and-gaps.md +++ b/content/docs/ai-company-research/02-coverage-and-gaps.md @@ -17,7 +17,7 @@ | AI业务待确认 | 192 | 不强行把背景关键词当主营 | | 成立年与批次冲突 | 6 | 另保留核查记录 | -全表由927条目录基础项和88条个案或平台记录组成。候选池已匹配项之外另有53条记录，包含其他来源及发布/转型对照；其中已有1条原目录记录深化为个案，仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。 +全表由919条目录基础项和96条个案或平台记录组成。候选池已匹配项之外另有53条记录，包含其他来源及发布/转型对照；其中已有9条原目录记录深化为个案，仍保留目录来源。两种统计边界不同。候选池数字只是该镜像快照的覆盖，Bud等后续定向补充不回填为原候选池已覆盖。 ## 成立年与证据深度 @@ -27,13 +27,13 @@ | 记录为2026年成立 | 391 | 不将产品发布日期代替成立日 | | 成立年未知或范围外 | 5 | 发布/转型对照单列，不进入两年成立分组 | | 目录业务分类人工复核 | 160 | 仅复核主营分类，不代表技术或财务审计 | -| 其他目录基础项 | 767 | 规则初分或资料不足，继续待复核 | +| 其他目录基础项 | 759 | 规则初分或资料不足，继续待复核 | | 有团队数字 | 945 | 多为自报Team Size或Employees，时点与口径不统一 | | 专项技术证据记录 | 6 | 其中3条自述、2条公开材料、1条第三方评测 | -| 公司披露收入线索 | 18 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | +| 公司披露收入线索 | 24 | 含历史、下界、币种不明及产品业务声明，不等于可比ARR | | 仅平台收入线索 | 16 | 同时有公司披露者计入上一行，不重复计数 | | 仅第三方估算 | 1 | 不与直接披露混合 | -| 暂无可用收入数字 | 980 | 包含尚未逐家搜索的目录项，不代表没有收入 | +| 暂无可用收入数字 | 974 | 包含尚未逐家搜索的目录项，不代表没有收入 | ## 业务分类与数据入口 @@ -43,9 +43,9 @@ | [算力与模型基础设施](/docs/other-research/ai-company-research/overview?category=C02) | 103 | | [Agent 开发与运行设施](/docs/other-research/ai-company-research/overview?category=C03) | 51 | | [软件开发](/docs/other-research/ai-company-research/overview?category=C04) | 109 | -| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 177 | +| [企业通用工作](/docs/other-research/ai-company-research/overview?category=C05) | 176 | | [客户与收入运营](/docs/other-research/ai-company-research/overview?category=C06) | 52 | -| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 320 | +| [行业专业应用](/docs/other-research/ai-company-research/overview?category=C07) | 321 | | [内容与创意](/docs/other-research/ai-company-research/overview?category=C08) | 45 | | [消费者个人应用](/docs/other-research/ai-company-research/overview?category=C09) | 45 | | [机器人及实体产业](/docs/other-research/ai-company-research/overview?category=C10) | 81 | diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 080f49b..cffbd81 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-depth-2", + "version": "2026-10-30-depth-3", "asOf": "2026-10-30", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -2819,25 +2819,27 @@ "year": 2025, "team": 4, "location": "New York City, NY", - "business": "公司简介：Misprint is building Robinhood for Pokemon cards", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "结合机器学习估价与买卖撮合的收藏卡交易市场。", + "buyer": "收藏卡买家、卖家与收藏者", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "简介的50万ARR属于创始人此前卖卡业务；发布帖明确该业务在Misprint构想之前，不认作平台ARR。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30302" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：结合机器学习估价与买卖撮合的收藏卡交易市场。 按主要买家与工作任务归类。", "directoryTags": [ "Marketplace", "Consumer" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "交易市场；平台费率及自营库存占比未知" }, { "id": "YC30303", @@ -8274,26 +8276,28 @@ "id": "YC30724", "name": "Risely AI", "url": "https://www.ycombinator.com/companies/risely-ai", - "cat": "C05", + "cat": "C07", "year": 2025, "team": 8, "location": "San Francisco", - "business": "公司简介：AI agents that automate administrative work across college campuses.", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "接入高校学生、教学与客户系统，自动化学生顾问及行政工作。", + "buyer": "高校学生服务、行政及信息化团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "披露上线六周达到8千MRR，但无日历截止日和币种代码；创始人过往业绩及教育市场支出不归本公司收入。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30724" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：接入高校学生、教学与客户系统，自动化学生顾问及行政工作。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "高校工作流平台；具体收费和实施费拆分未知" }, { "id": "YC30726", @@ -9739,22 +9743,24 @@ "year": 2025, "team": 12, "location": "London, United Kingdom", - "business": "公司简介：AI property manager for landlords and estate agents", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "通过电话和消息处理租客维护请求并协调维修承包商。", + "buyer": "房东与物业管理企业", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "百万cARR出现在销售管线语境中，签约、上线和回款未确认；前公司ARR与融资均不作本公司收入。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30847" ], "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过电话和消息处理租客维护请求并协调维修承包商。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "物业管理Agent；订阅、按物业收费和人工服务拆分未知" }, { "id": "YC30850", @@ -12233,28 +12239,30 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：AI Voice callers for healthcare billing teams", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。", + "buyer": "医疗机构及医疗账单结算团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "合同ARR76.4万与live revenue42.8万分开保存；剩余计划在2026年1月上线的历史措辞不能证明现在已上线。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30997" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。 按主要买家与工作任务归类。", "directoryTags": [ "Generative AI", "Health Tech", "Healthcare", "Healthcare IT", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "医疗保险电话Agent；合同、用量和实施收费拆分未知" }, { "id": "YC31000", @@ -18693,22 +18701,24 @@ "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：Plena is the AI operating system for specialty medical practices", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "跨诊所既有系统处理转诊、传真、预约、流程合规和收款。", + "buyer": "专科诊所运营团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "七位数committed/contracted ARR仅保存数量级下界；正文十个月与发布帖八个月不能确定同一业务截止日。", "cohort": "2025年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-31493" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：跨诊所既有系统处理转诊、传真、预约、流程合规和收款。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "定制工作流平台与实施；公司称年度或多年合同" }, { "id": "YC31494", @@ -19518,22 +19528,24 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Company brain that powers your AI employees", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "整合公司信息形成持续更新的知识图谱，为AI工具提供上下文。", + "buyer": "企业知识工作与Agent应用团队", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "自述上线十二天从零到1千MRR，币种和日历截止日未列；50多团队并非已确认付费客户数。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-31548" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", - "directoryTags": [] + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：整合公司信息形成持续更新的知识图谱，为AI工具提供上下文。 按主要买家与工作任务归类。", + "directoryTags": [], + "directoryOrigin": "yc-2025-2026", + "businessModel": "企业知识与记忆平台；定价及试点合同未知" }, { "id": "YC31549", @@ -21078,26 +21090,28 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：OpenClaw for manufacturers", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "连接制造企业系统和表格，自动化采购、报价与生产计划。", + "buyer": "制造商、分销商和实体商品运营企业", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "自述10.8万ARR；日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-32200" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：连接制造企业系统和表格，自动化采购、报价与生产计划。 按主要买家与工作任务归类。", "directoryTags": [ "Manufacturing", "Automation", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "制造业Agent与系统集成；订阅和定制实施费拆分未知" }, { "id": "YC32201", @@ -23050,25 +23064,27 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：The AI-native radiology practice", - "buyer": "本轮未逐一核验", - "delivery": "公开YC公司资料；交付与付费使用待核验", - "notes": "目录基础资料；AI相关描述与业务分类均待进一步人工复核。收入、定价和技术能力未逐一核验。", + "business": "通过收购及运营放射科诊所，将Agent用于临床及业务流程。", + "buyer": "需要影像解读服务的医疗机构", + "delivery": "已读YC公司自述和发布帖；具体执行效果、合同和财务未独立验证。", + "notes": "460万年化收入与正在收购诊所相关，交割和并表时点未核；220万合同不等于当期确认收入或ARR。", "cohort": "2026年成立", "teamBasis": "YC官方页面Team Size；2026-10-30访问快照，业务截至日未注明", "price": "本轮未逐一核验", - "stage": "目录公开，商业成熟度待核验", + "stage": "有公开量化声明或明确收入排除记录；商业成熟度待核", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-33020" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "主营简介的规则初分", + "revenueStatus": "self", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC官方业务介绍：通过收购及运营放射科诊所，将Agent用于临床及业务流程。 按主要买家与工作任务归类。", "directoryTags": [ "B2B", "Healthcare" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "收购整合与医疗服务；不视为纯软件订阅" }, { "id": "YC33022", @@ -31102,6 +31118,237 @@ "reason": "未说明全部为付费企业，不直接作ARPA分母", "bound": ">", "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30302-founder", + "company": "YC30302", + "name": "Misprint", + "kind": "创始人此前卖卡业务原文ARR", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "全职卖卡三个月内；发布帖指向2024年业务；2026-10-30读取", + "evidence": "YC-E-30302", + "scope": "创始人此前个人业务", + "selection": "excluded", + "reason": "不是Misprint平台ARR；非经常性卡牌销售也不能未经核验认作订阅ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30724-mrr", + "company": "YC30724", + "name": "Risely AI", + "kind": "公司自述MRR", + "value": 8000, + "unit": "原文$，币种待核", + "timing": "上线六周后的里程碑，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30724", + "scope": "公司整体", + "selection": "signal", + "reason": "缺少币种代码、日历截止日及经常性定义；不乘12当作已验证ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "mrr" + }, + { + "id": "DEPTH-INCOME-30847-pipeline", + "company": "YC30847", + "name": "Brickwise", + "kind": "销售管线中的cARR企业合同", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "成立六个月附近，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30847", + "scope": "企业销售管线", + "selection": "excluded", + "reason": "cARR在销售管线语境中；签约、上线和实现收入未确认", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30847-funding", + "company": "YC30847", + "name": "Brickwise", + "kind": "公司自述累计融资", + "value": 3000000, + "unit": "原文$，币种待核", + "timing": "成立六个月内，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30847", + "scope": "公司融资", + "selection": "funding", + "reason": "资本投入不是经营收入；不与履历中的前公司融资相加", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30847-customers", + "company": "YC30847", + "name": "Brickwise", + "kind": "公司自述客户数", + "value": 10, + "unit": "家客户", + "timing": "日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30847", + "scope": "公司客户", + "selection": "adoption", + "reason": "未明确全部付费、合同金额与活跃状态，不作ARPA分母", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30997-contracted", + "company": "YC30997", + "name": "LunaBill", + "kind": "公司自述contracted ARR", + "value": 764000, + "unit": "原文$，币种待核", + "timing": "七月发布后；余量预计2026年1月上线，声明截止日未知；2026-10-30读取", + "evidence": "YC-E-30997", + "scope": "公司合同承诺", + "selection": "excluded", + "reason": "包含尚未上线部分；合同期限、取消条款与币种待核，不当作已上线ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "DEPTH-INCOME-30997-live", + "company": "YC30997", + "name": "LunaBill", + "kind": "公司原文live revenue", + "value": 428000, + "unit": "原文$，币种待核", + "timing": "与合同声明同时；日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30997", + "scope": "已上线业务，原文定义不完整", + "selection": "excluded", + "reason": "上下文为合同ARR中的live部分，未明示是否同样按年计及确认规则，不自行补为ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-30997-recovery", + "company": "YC30997", + "name": "LunaBill", + "kind": "为客户追回的款项", + "value": 30000000, + "unit": "原文$，币种待核", + "timing": "发布帖进度，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-30997", + "scope": "医疗账单客户成果", + "selection": "excluded", + "reason": "保险回款属于客户，不是LunaBill收入", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-31493-committed", + "company": "YC31493", + "name": "Plena Health", + "kind": "公司自述七位数committed ARR", + "value": 1000000, + "unit": "原文未注明币种", + "timing": "正文十个月，发布帖八个月，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-31493", + "scope": "公司合同承诺", + "selection": "excluded", + "reason": "仅记录七位数最低边界，不补成精确金额；合同承诺不等于已实现收入", + "bound": "≥", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "DEPTH-INCOME-31548-mrr", + "company": "YC31548", + "name": "Hyper", + "kind": "公司自述MRR", + "value": 1000, + "unit": "原文未注明币种", + "timing": "上线十二天内，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-31548", + "scope": "公司整体", + "selection": "signal", + "reason": "原文没有币种符号或代码；截止日未知，不参加美元MRR分组", + "bound": "=", + "comparisonGroup": null, + "metric": "mrr" + }, + { + "id": "DEPTH-INCOME-31548-teams", + "company": "YC31548", + "name": "Hyper", + "kind": "公司自述采用团队", + "value": 50, + "unit": "个团队", + "timing": "上线十二天内，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-31548", + "scope": "采用团队", + "selection": "adoption", + "reason": "onboarded不等于全部付费，不能直接推ARPA", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-32200-arr", + "company": "YC32200", + "name": "Bizmark", + "kind": "公司自述ARR", + "value": 108000, + "unit": "原文$，币种待核", + "timing": "多个工厂上线，日历截止日未知；2026-10-30读取", + "evidence": "YC-E-32200", + "scope": "Otto制造业产品业务", + "selection": "historical", + "reason": "币种代码、截止日和订阅/实施费定义不明，保留声明不作同期行业均值", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "DEPTH-INCOME-32200-founder", + "company": "YC32200", + "name": "Bizmark", + "kind": "创始人此前业务收入", + "value": 60000000, + "unit": "原文$，币种待核", + "timing": "此前业务，日历截至日未知；2026-10-30读取", + "evidence": "YC-E-32200", + "scope": "创始人此前企业履历", + "selection": "excluded", + "reason": "不是Bizmark收入；正文与创始人简介均指向此前业务", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "DEPTH-INCOME-33020-acquisition", + "company": "YC33020", + "name": "Radley", + "kind": "收购相关年化收入", + "value": 4600000, + "unit": "原文$，币种待核", + "timing": "公告未给日历截止日及交割日；2026-10-30读取", + "evidence": "YC-E-33020", + "scope": "拟收购诊所与合并业务", + "selection": "excluded", + "reason": "正在收购与traction段并存；交割和并表时点未核，非纯软件ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "annualized-revenue" + }, + { + "id": "DEPTH-INCOME-33020-contracts", + "company": "YC33020", + "name": "Radley", + "kind": "公司自述合同额", + "value": 2200000, + "unit": "原文$，币种待核", + "timing": "日历截止日未知；2026-10-30读取", + "evidence": "YC-E-33020", + "scope": "医疗服务合同", + "selection": "excluded", + "reason": "未给合同期限、确认进度或经常性定义，不视为已实现收入或ARR", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -32708,8 +32955,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Winter 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "结合机器学习估价与买卖撮合的收藏卡交易市场。 简介的50万ARR属于创始人此前卖卡业务；发布帖明确该业务在Misprint构想之前，不认作平台ARR。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-30303", @@ -34820,8 +35067,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Summer 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "接入高校学生、教学与客户系统，自动化学生顾问及行政工作。 披露上线六周达到8千MRR，但无日历截止日和币种代码；创始人过往业绩及教育市场支出不归本公司收入。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-30726", @@ -35392,8 +35639,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "通过电话和消息处理租客维护请求并协调维修承包商。 百万cARR出现在销售管线语境中，签约、上线和回款未确认；前公司ARR与融资均不作本公司收入。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-30850", @@ -36349,8 +36596,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Fall 2025。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "为医疗账单团队拨打保险索赔状态、追款和申诉跟进电话。 合同ARR76.4万与live revenue42.8万分开保存；剩余计划在2026年1月上线的历史措辞不能证明现在已上线。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-31000", @@ -38967,8 +39214,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2025年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "跨诊所既有系统处理转诊、传真、预约、流程合规和收款。 七位数committed/contracted ARR仅保存数量级下界；正文十个月与发布帖八个月不能确定同一业务截止日。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-31494", @@ -39308,8 +39555,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Spring 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "整合公司信息形成持续更新的知识图谱，为AI工具提供上下文。 自述上线十二天从零到1千MRR，币种和日历截止日未列；50多团队并非已确认付费客户数。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-31549", @@ -39902,8 +40149,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "连接制造企业系统和表格，自动化采购、报价与生产计划。 自述10.8万ARR；日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-32201", @@ -40639,8 +40886,8 @@ "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司目录基础资料", - "summary": "页面标注成立于2026年，批次为Summer 2026。团队人数与主业务简介见公司表。", - "limitation": "成立年份、团队人数、AI标签及简介均为公司自述；页面访问日不是收入时点。规则初分尚待人工复核，未据此认定技术水平或收入。" + "summary": "通过收购及运营放射科诊所，将Agent用于临床及业务流程。 460万年化收入与正在收购诊所相关，交割和并表时点未核；220万合同不等于当期确认收入或ARR。", + "limitation": "公司自述，非独立审计；金额币种、日历截止日和业务归属按核查记录保留缺项。" }, { "id": "YC-E-33022", @@ -43657,6 +43904,118 @@ "companyIds": [ "YC30215" ] + }, + { + "id": "DEPTH-INCOME-30302-R", + "type": "收入归属与合同口径", + "company": "Misprint", + "summary": "简介的50万ARR属于创始人此前卖卡业务；发布帖明确该业务在Misprint构想之前，不认作平台ARR。", + "evidenceIds": [ + "YC-E-30302" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30302" + ] + }, + { + "id": "DEPTH-INCOME-30724-R", + "type": "收入归属与合同口径", + "company": "Risely AI", + "summary": "披露上线六周达到8千MRR，但无日历截止日和币种代码；创始人过往业绩及教育市场支出不归本公司收入。", + "evidenceIds": [ + "YC-E-30724" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30724" + ] + }, + { + "id": "DEPTH-INCOME-30847-R", + "type": "收入归属与合同口径", + "company": "Brickwise", + "summary": "百万cARR出现在销售管线语境中，签约、上线和回款未确认；前公司ARR与融资均不作本公司收入。", + "evidenceIds": [ + "YC-E-30847" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30847" + ] + }, + { + "id": "DEPTH-INCOME-30997-R", + "type": "收入归属与合同口径", + "company": "LunaBill", + "summary": "合同ARR76.4万与live revenue42.8万分开保存；剩余计划在2026年1月上线的历史措辞不能证明现在已上线。", + "evidenceIds": [ + "YC-E-30997" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC30997" + ] + }, + { + "id": "DEPTH-INCOME-31493-R", + "type": "收入归属与合同口径", + "company": "Plena Health", + "summary": "七位数committed/contracted ARR仅保存数量级下界；正文十个月与发布帖八个月不能确定同一业务截止日。", + "evidenceIds": [ + "YC-E-31493" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC31493" + ] + }, + { + "id": "DEPTH-INCOME-31548-R", + "type": "收入归属与合同口径", + "company": "Hyper", + "summary": "自述上线十二天从零到1千MRR，币种和日历截止日未列；50多团队并非已确认付费客户数。", + "evidenceIds": [ + "YC-E-31548" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC31548" + ] + }, + { + "id": "DEPTH-INCOME-32200-R", + "type": "收入归属与合同口径", + "company": "Bizmark", + "summary": "自述10.8万ARR；日历截止日、币种及合同组成缺失。创始人此前业务6000万收入与市场规模排除。", + "evidenceIds": [ + "YC-E-32200" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC32200" + ] + }, + { + "id": "DEPTH-INCOME-33020-R", + "type": "收入归属与合同口径", + "company": "Radley", + "summary": "460万年化收入与正在收购诊所相关，交割和并表时点未核；220万合同不等于当期确认收入或ARR。", + "evidenceIds": [ + "YC-E-33020" + ], + "handling": "原始数值分项保留，缺少同期同币种同定义证据，不进入平台MRR分布或行业ARR均值。合同承诺、并购年化及履历不作已实现经常性收入。", + "scope": "companies", + "companyIds": [ + "YC33020" + ] } ], "coverage": { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 19d1fea..08d1d28 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-depth-2", + "sourceVersion": "2026-10-30-depth-3", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0