From 5b6d3d9bfdd2f18f26bab3f3223cfb00a7893970 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 19:36:51 +0800 Subject: [PATCH 1/9] Reconcile four pre-2025 businesses with original source evidence --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 6 +- content/research/ai-companies.seed.json | 127 ++++++++++++++++++--- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 122 insertions(+), 21 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index e88ab7d..2f3ec73 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1023); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1318); + assert.equal(research.evidence.length, 1325); assert.equal(research.observations.length, 189); 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 f9bd5bc..1bd9322 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, 1023); - assert.equal(initial.evidence.length, 1318); + assert.equal(initial.evidence.length, 1325); assert.equal(initial.observations.length, 189); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -66,7 +66,7 @@ test("reviews link explicit companies without turning global or excluded cases i const snapshot = structuredClone(seed) as ResearchSnapshot; assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 60); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 31); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 32); 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")!), []); @@ -307,7 +307,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 11); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 7); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 8003d64..15ec264 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-battlefield-3", + "version": "2026-10-30-battlefield-4", "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": [ @@ -46516,6 +46516,83 @@ "kind": "加速器原始公告", "summary": "International Accelerator署名公告自述Sponstar于2025年2月成立、2025年3月公开发布，关联Manuela Seve。", "limitation": "页面发布时间2026-02-02，文内电头2026-02-01；与公司主页2024成立冲突，成立、发布、品牌与法律主体分开待核。赞助额、代币、客户ROI和融资不当ARR。" + }, + { + "id": "TC25-JUSTAI-YC", + "companyId": null, + "title": "JustAI：早期业务与主体补核", + "url": "https://www.ycombinator.com/companies/justai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司资料", + "summary": "YC公司页列Founded 2024、Winter 2024，链接getjust.ai；同页2024新闻仍使用Just Words名称。", + "limitation": "YC资料为公司自述，非工商核验；与justwords.in营销代理及语言学习App分开，创始人旧业务、客户收入及营销提升不作JustAI收入。" + }, + { + "id": "TC25-ZINNIA-HEARST", + "companyId": null, + "title": "Zinnia（getzinnia.ai线索）：早期业务与主体补核", + "url": "https://www.hearstlab.com/blog/ceo-jennifer-ryan-of-croux-and-ceo-lauren-goodell-of-zinnia-both-win-100k-investment-onstage-during-pitch-hearstlab-atlanta-event", + "publishedAt": "2024-11-12", + "accessedAt": "2026-10-30", + "kind": "投资机构原始公告", + "summary": "HearstLab于2024-11-12公告已介绍Lauren Goodell创办的Zinnia销售AI业务，并链接getzinnia.com。", + "limitation": "证明同创始人销售业务早于2025，不推精确注册年。旧getzinnia.ai重定向正文仍不可读，法律连续性留缺；投资奖金、市场规模及客户销售额不作ARR。" + }, + { + "id": "TC25-COLLAB-INTERVIEW", + "companyId": null, + "title": "Collabwriting（现域名转Cluing）：早期业务与主体补核", + "url": "https://www.howtoweb.co/collabwritings-co-founder-on-winning-spotlight-and-building-a-collaborative-research-powerhouse/", + "publishedAt": "2024-06-06", + "accessedAt": "2026-10-30", + "kind": "竞赛主办方创始人访谈", + "summary": "How to Web于2024-06-06发布Collabwriting联合创始人Sandra Idjoski访谈，回顾2023参赛及现有协作研究产品。", + "limitation": "原Collabwriting业务早于2025；不以访谈日期推精确注册年，现Cluing品牌与法律主体连续性继续留缺，投资和补助不作收入。" + }, + { + "id": "TC25-COLLAB-2023-EVENT", + "companyId": null, + "title": "Collabwriting（现域名转Cluing）：早期业务与主体补核", + "url": "https://www.howtoweb.co/40-of-the-most-promising-startups-from-eastern-europe-compete-for-the-e880000-investment-prize-on-the-how-to-web-stage/", + "publishedAt": "2023-09-20", + "accessedAt": "2026-10-30", + "kind": "竞赛主办方原始名单", + "summary": "How to Web官方2023候选页列出Collabwriting，构成早期业务的补充证据。", + "limitation": "页首发表日期2023-09-20，文内电头2023-08-23；均为活动材料日期，不作成立日或当前Cluing主体证明。未将其他2023名单条目加入两年新公司表。" + }, + { + "id": "TC25-ATLANTIX-POLICY", + "companyId": null, + "title": "Atlantix Portal：早期业务与主体补核", + "url": "https://platform.atlantix.cc/assets/files/copyright.pdf", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方版权政策", + "summary": "本轮通过官方普通链接取得PDF并渲染核对第1页：政策自述更新于2024-08-29，列ATLANTIX PORTAL L.L.C、Dubai及copyright@atlantix.cc。", + "limitation": "此前直达读取失败记录保留；本轮不声称核对PDF其他页。政策自述日期非独立历史快照或注册证明，需结合产品早期发布记录；不按版权年份或域名注册日推成立日。" + }, + { + "id": "TC25-ATLANTIX-PH2024", + "companyId": null, + "title": "Atlantix Portal：早期业务与主体补核", + "url": "https://www.producthunt.com/products/atlantix?launch=atlantix", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "产品发布平台原始记录", + "summary": "Product Hunt公开产品页关联atlantix.cc创新商业化平台，列2024上线及2024年9月的周榜记录。", + "limitation": "只证明同域名产品2025以前已有发布；结合官方同主体政策归既有业务，不从上线推精确公司成立年，票数和名次不作收入。" + }, + { + "id": "TC25-ATLANTIX-ENTITY", + "companyId": null, + "title": "Atlantix Portal：早期业务与主体补核", + "url": "https://www.atlantix.cc/mvp/terms-of-use", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方政策", + "summary": "官网名为Terms of Use的页面正文实为隐私政策，列ATLANTIX PORTAL L.L.C并关联platform.atlantix.cc。", + "limitation": "只用于当前运营主体与域名关联，不把标题当成合同性质确认，不推历史注册或收入；政策文本准确性和主体登记仍未独立核验。" } ], "reviews": [ @@ -47978,6 +48055,23 @@ "TC25-SPONSTAR-ACCELERATOR" ], "handling": "6项归范围外既有业务；Sponstar继续待核。公司自述和投资名录非独立注册核验，检索摘录与已读正文分别注明；不新增公司、收入或团队数字。" + }, + { + "id": "TC25-R-LINEAGE", + "type": "早期业务与品牌主体复核", + "company": "2025企业竞赛候选：4项早期业务补核", + "scope": "excluded-candidate", + "summary": "据YC、投资机构2024公告、主办方2023名单及2024访谈、官网政策与2024产品发布记录，补核JustAI、Zinnia、Collabwriting及Atlantix。", + "evidenceIds": [ + "TC25-JUSTAI-YC", + "TC25-ZINNIA-HEARST", + "TC25-COLLAB-INTERVIEW", + "TC25-COLLAB-2023-EVENT", + "TC25-ATLANTIX-POLICY", + "TC25-ATLANTIX-PH2024", + "TC25-ATLANTIX-ENTITY" + ], + "handling": "四项原候选按范围外既有业务排除。成立、发布、政策更新与品牌主体分开；未核法律连续性和不可读正文继续标缺，不新增公司、团队、融资或收入数字。" } ], "coverage": { @@ -48795,12 +48889,13 @@ "categoryId": "C06", "kind": "company", "profileStatus": "unavailable", - "status": "pending-year", + "status": "outside-cohort", "evidenceIds": [ "TC-BF25", - "TC-BF25-ZINNIA" + "TC-BF25-ZINNIA", + "TC25-ZINNIA-HEARST" ], - "note": "官方域名重定向后的正文不可读，成立年和主体连续性留缺，不套用其他同名公司资料。" + "note": "HearstLab 2024-11-12原始公告已关联Lauren Goodell及getzinnia.com销售AI业务；按既有业务排除，不以公告日推成立日。旧域名重定向正文仍不可读，主体连续性留缺。" }, { "id": "TC25-BF-06", @@ -48824,13 +48919,16 @@ "categoryId": "C05", "kind": "company", "profileStatus": "readable", - "status": "pending-year", + "status": "outside-cohort", "evidenceIds": [ "TC-BF25", "TC25-PRIMARY-07", - "TC25-ATLANTIX-ARCHIVE-ACCESS" + "TC25-ATLANTIX-ARCHIVE-ACCESS", + "TC25-ATLANTIX-POLICY", + "TC25-ATLANTIX-PH2024", + "TC25-ATLANTIX-ENTITY" ], - "note": "官网提供技术发现与商业计划平台；成立年、AI主营及运营者待核，不与atlantix.io、Atlantix Global或同名媒体业务混用。 搜索返回早期版权政策线索，但直达PDF本次不可读取。 不记为已读全文；不把检索日期或文件名解释为法人成立日，继续核同一atlantix.cc运营主体。" + "note": "官方PDF第1页自述2024-08-29政策、列ATLANTIX PORTAL L.L.C；当前官网政策关联同主体域名，产品平台列2024上线。按既有业务排除，精确注册及AI主营仍缺；不靠版权年份或域名注册推成立。" }, { "id": "TC25-BF-08", @@ -48884,13 +48982,15 @@ "categoryId": "C05", "kind": "company", "profileStatus": "readable", - "status": "pending-year", + "status": "outside-cohort", "evidenceIds": [ "TC-BF25", "TC25-PRIMARY-11", - "TC25-COLLAB-PROFILE-ACCESS" + "TC25-COLLAB-PROFILE-ACCESS", + "TC25-COLLAB-INTERVIEW", + "TC25-COLLAB-2023-EVENT" ], - "note": "原域名转Cluing，当前官网描述托管Agent与知识工作；更名、主体连续性及成立年待核，演示模板数字不当收入。 直接读取公开主页受到robots限制，未取得本轮正文。 旧域名转Cluing不是充分法律连续性证据；不将第三方历史年份、品牌更名或旧业务业绩自动填入新主体。" + "note": "主办方2023名单及2024创始人访谈证明原Collabwriting业务已存在，按既有业务排除；当前Cluing品牌与法律主体连续性仍待核，不把更名当新成立。" }, { "id": "TC25-BF-12", @@ -48974,12 +49074,13 @@ "categoryId": "C06", "kind": "company", "profileStatus": "readable", - "status": "pending-year", + "status": "outside-cohort", "evidenceIds": [ "TC-BF25", - "TC25-PRIMARY-17" + "TC25-PRIMARY-17", + "TC25-JUSTAI-YC" ], - "note": "域名转getjust.ai，官网描述生命周期营销与个性化Agent；法律主体、成立年及品牌沿革待核，不继承其他同名公司业绩。" + "note": "YC列Founded 2024、W24，链接getjust.ai并保留2024 Just Words新闻；按既有业务排除。不与同名代理或语言App混用，主体注册未独立核验。" }, { "id": "TC25-BF-18", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index faab83e..1cca4e6 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-22", + "version": "2026-10-30-23", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -28,8 +28,8 @@ "techcrunch.com" ], "initialAccess": "AI栏目可读取", - "boundary": "2026首页定向3项已登记。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外25项、待核6项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。", - "nextCheck": "继续核本篇6项的成立、主体及AI主营，优先解决Sponstar原始年份冲突、域名更名与不可读项；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。", + "boundary": "2026首页定向3项已登记。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。", + "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 0596615..0329c85 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-battlefield-3", + "sourceVersion": "2026-10-30-battlefield-4", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From ae4bd203a1838a3ddfb14ed7c25638ff547cc917 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 19:50:05 +0800 Subject: [PATCH 2/9] Add three model and wearable companies from archive discovery --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 18 +- content/research/ai-companies.seed.json | 507 ++++++++++++++++++++- content/research/ai-companies.sources.json | 8 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 522 insertions(+), 17 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 2f3ec73..06ab320 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,9 +182,9 @@ async function main() { assert.equal(researchResponse.status, 200, "authenticated research API"); assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store")); const research = await researchResponse.json(); - assert.equal(research.companies.length, 1023); + assert.equal(research.companies.length, 1026); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1325); + assert.equal(research.evidence.length, 1346); assert.equal(research.observations.length, 189); 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 1bd9322..3aa975e 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, 1023); - assert.equal(initial.evidence.length, 1325); + assert.equal(initial.companies.length, 1026); + assert.equal(initial.evidence.length, 1346); assert.equal(initial.observations.length, 189); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -64,9 +64,9 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 60); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 63); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 32); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 33); 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")!), []); @@ -85,11 +85,11 @@ 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), 1023); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1026); assert.equal(summary.reduce((n, c) => n + c.self, 0), 26); 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), 983); 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")); @@ -97,8 +97,8 @@ 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, 16); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 6); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 19); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 7); 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/); @@ -307,7 +307,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 7); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 9); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 15ec264..02015bc 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-battlefield-4", + "version": "2026-10-30-archive-models-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": [ @@ -28950,6 +28950,120 @@ "TH-OPENAI" ] } + }, + { + "team": null, + "revenueStatus": "unknown", + "datePrecision": "年", + "id": "AI080", + "name": "Nirva", + "url": "https://www.nirva.life/", + "cat": "C09", + "year": 2025, + "location": "美国；团队及产品资料关联湾区，法律总部待核", + "business": "首饰形态个人AI可穿戴，用于日记、情绪洞察与生活陪伴。", + "buyer": "个人消费者；实际付费客户及企业渠道待核", + "delivery": "官网公开产品介绍与预订信息邮件名单；实际发货、长期使用与成本未核。", + "notes": "成立2025来自Lightspeed投资名录；投资2026与成立分开。首饰硬件和持续软件服务须拆分；融资、等待名单及厂商情绪识别宣传不当收入或临床证据。", + "cohort": "2025年成立（投资机构名录）；精确注册未核", + "teamBasis": "三名联合创始人不等完整员工数，保留未知", + "price": "本轮可读官网未取得可核当前售价和软件订阅条款", + "stage": "公开展示及预订信息收集；实际交付和收费状态待核", + "sourceType": "TechCrunch栏目发现；官网与Lightspeed原始材料补证", + "evidenceIds": [ + "TC26-NIRVA", + "NIRVA-LSVP", + "NIRVA-HOME" + ], + "businessModel": "个人AI硬件与软件服务；硬件一次性销售和持续订阅的实际合同结构待核", + "entityBasis": "官网nirva labs与投资名录团队和业务对应；精确法律名称及登记未独立核验，不与Nirva Health或文档软件公司混用。", + "classificationBasis": "按个人记录与陪伴归C09；硬件载体不自动归机器人产业。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读厂商功能与形态介绍；未独立测试声源、隐私、情绪推断、续航或实际交付。", + "evidenceIds": [ + "NIRVA-HOME" + ] + } + }, + { + "team": null, + "revenueStatus": "unknown", + "datePrecision": "年", + "id": "AI081", + "name": "Recursive（Recursive Superintelligence）", + "url": "https://recursive.com/", + "cat": "C01", + "year": 2026, + "location": "美国旧金山及英国伦敦；法律总部与主体链待核", + "business": "研究自改进模型研发系统，并发布本地编程模型Flint和推理引擎rec。", + "buyer": "模型使用者、开发者和研究客户；实际付费结构待核", + "delivery": "官方模型卡、权重文件及推理代码仓库可访问；未下载、编译或运行。", + "notes": "当前year按公司主页Founded 2026保留；媒体2025声明冲突，两者都在研究年份范围内，但精确沿革未解决。不得与AI050 Ricursive芯片设计公司合并。融资、估值、下载和星数不作收入。", + "cohort": "2025—2026成立资料冲突；当前2026为公司主页自述，非精确注册核验", + "teamBasis": "11—50自述范围与61个关联档案口径不一致，不能填精确员工数", + "price": "Flint权重和rec仓库标Apache-2.0；托管API与其他商业合同定价未核", + "stage": "已有公开模型与代码材料；商业收费及独立能力评测待核", + "sourceType": "TechCrunch栏目发现；公司主页、官方模型/代码与GV补证", + "evidenceIds": [ + "TC26-RECURSIVE", + "RECURSIVE-PROFILE", + "RECURSIVE-FLINT", + "RECURSIVE-HF", + "RECURSIVE-CODE", + "RECURSIVE-GV" + ], + "businessModel": "开放权重和推理工具支持的模型研发业务；收费合同和服务收入未知，开放许可不等公司收入为零", + "entityBasis": "公司主页、官网、官方链接仓库与GV团队介绍对应；美国/英国实体沿革未核，与Ricursive Intelligence区分。", + "classificationBasis": "核心研发交付为基础模型及自动模型研发系统归C01；Flint面向编程不据此把整家公司归应用软件。", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-10-30", + "summary": "已读官方模型卡、许可与推理代码README；公开材料可访问不等独立复现，厂商性能和自动研发比例未验证。", + "evidenceIds": [ + "RECURSIVE-HF", + "RECURSIVE-CODE" + ] + } + }, + { + "team": null, + "revenueStatus": "unknown", + "datePrecision": "年", + "id": "AI082", + "name": "Elorian AI", + "url": "https://elorian.ai/", + "cat": "C01", + "year": 2025, + "location": "美国加州Palo Alto", + "business": "视觉和多模态推理基础模型，Glimpse通过API与聊天入口交付。", + "buyer": "开发者和企业模型客户；实际付费客户与合同待核", + "delivery": "官网模型和支持资料可读，提供API、聊天与企业评估/采购入口；本轮未调用模型。", + "notes": "成立2025来自公司公开主页，支持页列Elorian AI, Inc.；发布、融资与成立分开。演示、融资、估值与创始人旧模型成绩均不当当前收入或独立性能验证。", + "cohort": "2025年成立（公司公开主页自述）；精确注册日期未核", + "teamBasis": "11—50区间和关联档案数不等完整员工统计，保留未知", + "price": "公开模型页提供企业联系入口，本轮未取得统一API价或合同条款", + "stage": "公开模型及平台入口；采购、交付规模与财务状态待核", + "sourceType": "TechCrunch栏目发现；公司公开主页和官方模型/支持页补证", + "evidenceIds": [ + "TC26-ELORIAN", + "ELORIAN-PROFILE", + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ], + "businessModel": "模型API、聊天入口与企业批量访问/评估及部署支持；订阅、用量与服务收入拆分待核", + "entityBasis": "公司公开主页链接elorian.ai，支持页列Elorian AI, Inc.及Palo Alto；与英国同名通信公司分开，未独立核工商登记。", + "classificationBasis": "核心交付为多模态视觉推理模型归C01，不按图片输入自动归创意工具。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官方模型描述与交付入口；仅有厂商演示，本轮没有独立评测或可核开源权重，不授予能力排名。", + "evidenceIds": [ + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ] + } } ], "observations": [ @@ -46593,6 +46707,237 @@ "kind": "公司官方政策", "summary": "官网名为Terms of Use的页面正文实为隐私政策，列ATLANTIX PORTAL L.L.C并关联platform.atlantix.cc。", "limitation": "只用于当前运营主体与域名关联，不把标题当成合同性质确认，不推历史注册或收入；政策文本准确性和主体登记仍未独立核验。" + }, + { + "id": "TC-AI-P3", + "companyId": null, + "title": "TC-AI-P3：来源与核查范围", + "url": "https://techcrunch.com/category/artificial-intelligence/page/3/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "媒体栏目发现页", + "summary": "读取AI栏目第3页的发现链接。", + "limitation": "动态分页会变化；不是两年全部文章覆盖，不复刻文章或标题清单。" + }, + { + "id": "TC-AI-P4", + "companyId": null, + "title": "TC-AI-P4：来源与核查范围", + "url": "https://techcrunch.com/category/artificial-intelligence/page/4/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "媒体栏目发现页", + "summary": "读取AI栏目第4页的发现链接。", + "limitation": "仅登记本轮五项定向线索，不声称所有卡片均已完成成立、技术或财务核验。" + }, + { + "id": "TC26-NIRVA", + "companyId": "AI080", + "title": "TC26-NIRVA：来源与核查范围", + "url": "https://techcrunch.com/2026/10/22/nirva-raises-33m-for-a-pendant-that-only-listens-to-you/", + "publishedAt": "2026-10-22", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记NIRVA报道链接；主营与入表年份另追原始材料。", + "limitation": "仅作发现入口；不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-RECURSIVE", + "companyId": "AI081", + "title": "TC26-RECURSIVE：来源与核查范围", + "url": "https://techcrunch.com/2026/10/21/recursive-launches-flint-a-laptop-coding-model-it-says-was-largely-built-by-AI/", + "publishedAt": "2026-10-21", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记RECURSIVE报道链接；主营与入表年份另追原始材料。", + "limitation": "仅作发现入口；不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-ELORIAN", + "companyId": "AI082", + "title": "TC26-ELORIAN：来源与核查范围", + "url": "https://techcrunch.com/2026/10/16/elorians-first-ai-model-wants-to-reason-with-images-not-just-about-them/", + "publishedAt": "2026-10-16", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记ELORIAN报道链接；主营与入表年份另追原始材料。", + "limitation": "仅作发现入口；不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-LAPLACE", + "companyId": null, + "title": "TC26-LAPLACE：来源与核查范围", + "url": "https://techcrunch.com/2026/10/19/laplace-intelligence-red-teams-robots-and-self-driving-cars-before-they-hit-the-real-world/", + "publishedAt": "2026-10-19", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记LAPLACE报道链接；主营与入表年份另追原始材料。", + "limitation": "仅作发现入口；不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "TC26-EKA", + "companyId": null, + "title": "TC26-EKA：来源与核查范围", + "url": "https://techcrunch.com/2026/10/20/eka-is-worth-1-45-billion-thanks-to-a-physical-ai-model-that-has-experts-raving/", + "publishedAt": "2026-10-20", + "accessedAt": "2026-10-30", + "kind": "媒体公司发现线索", + "summary": "登记EKA报道链接；主营与入表年份另追原始材料。", + "limitation": "仅作发现入口；不导入融资、估值、转述性能或未核收入。" + }, + { + "id": "NIRVA-LSVP", + "companyId": "AI080", + "title": "NIRVA-LSVP：来源与核查范围", + "url": "https://lsvp.com/company/nirva/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构官方公司名录", + "summary": "Lightspeed名录列Founded 2025及Wei Lyu、Jason Chen、Hanying Hu，并描述个人可穿戴日记与陪伴。", + "limitation": "名录非独立注册核验；投资年份2026与成立2025分别保留，投资额不作收入。" + }, + { + "id": "NIRVA-HOME", + "companyId": "AI080", + "title": "NIRVA-HOME：来源与核查范围", + "url": "https://www.nirva.life/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品资料", + "summary": "官网描述首饰形态可穿戴、自动日记与情绪洞察，当前公开入口为预订信息邮件名单；页脚nirva labs。", + "limitation": "未购买或测试设备、声源识别、隐私或情绪判断；等待名单、计划出货和厂商演示不等实际销售或经常性收入。" + }, + { + "id": "RECURSIVE-PROFILE", + "companyId": "AI081", + "title": "RECURSIVE-PROFILE：来源与核查范围", + "url": "https://www.linkedin.com/company/recursive-si/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页自述", + "summary": "公司主页链接recursive.com，列Founded 2026及San Francisco，自述研究自改进AI。", + "limitation": "媒体称2025，原始主页称2026，精确年份仍存在冲突；当前year采用公司主页声明并显式留缺。11—50范围及关联档案数不是完整员工人数，融资不是收入。" + }, + { + "id": "RECURSIVE-FLINT", + "companyId": "AI081", + "title": "RECURSIVE-FLINT：来源与核查范围", + "url": "https://recursive.com/updates/introducing-recursive-flint", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方模型发布", + "summary": "官方发布介绍Flint和Eureka Machine，并链接模型权重与推理工具。", + "limitation": "自动研发程度、性能领先和推理速度为厂商声明；不将本轮阅读当独立复现，不新增数值性能或收入观测。" + }, + { + "id": "RECURSIVE-HF", + "companyId": "AI081", + "title": "RECURSIVE-HF：来源与核查范围", + "url": "https://huggingface.co/RecursiveSI/flint", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "官方模型仓库材料", + "summary": "官方链接模型卡可读，标注Apache-2.0并列模型文件；许可说明区分托管API条款与权重许可。", + "limitation": "只读模型卡、未下载权重或运行模型；下载量不作用户、收入或能力排名。具体权重与运行环境需要单独评测。" + }, + { + "id": "RECURSIVE-CODE", + "companyId": "AI081", + "title": "RECURSIVE-CODE：来源与核查范围", + "url": "https://github.com/recursive-oss/rec", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方公开代码仓库", + "summary": "官方发布链接rec推理引擎仓库，README和Apache-2.0标识可读。", + "limitation": "本轮未安装、编译或运行；README性能图不是第三方测试，仓库星数和许可不证明商业合同或ARR。" + }, + { + "id": "RECURSIVE-GV", + "companyId": "AI081", + "title": "RECURSIVE-GV：来源与核查范围", + "url": "https://www.gv.com/news/recursive-superintelligence-self-improving-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "投资机构官方介绍", + "summary": "GV介绍Richard Socher团队和自改进研发方向，与recursive.com公开业务对应。", + "limitation": "投资机构与公司利益相关；融资和估值不作收入，团队目标、创始人旧工作及论文不当现有可验证公司性能。" + }, + { + "id": "ELORIAN-PROFILE", + "companyId": "AI082", + "title": "ELORIAN-PROFILE：来源与核查范围", + "url": "https://www.linkedin.com/company/elorian-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页自述", + "summary": "公司主页链接elorian.ai，列Founded 2025、Palo Alto和多模态模型业务。", + "limitation": "成立字段为公司自述非注册核验；11—50区间与关联档案数不转成精确人数。融资与创始人Google历史不作收入或独立能力测试。" + }, + { + "id": "ELORIAN-MODELS", + "companyId": "AI082", + "title": "ELORIAN-MODELS：来源与核查范围", + "url": "https://elorian.ai/models", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方模型与交付页", + "summary": "官网提供Glimpse模型入口，描述面向企业的批量访问、自有数据评估、部署和采购支持。", + "limitation": "官方演示不是独立评测；本轮未登录或付费测试，未取得可核统一API价、合同或收入。" + }, + { + "id": "ELORIAN-SUPPORT", + "companyId": "AI082", + "title": "ELORIAN-SUPPORT：来源与核查范围", + "url": "https://elorian.ai/support", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方支持资料", + "summary": "支持页列Elorian AI, Inc.、Palo Alto，并说明API、聊天入口及企业联系渠道。", + "limitation": "用于主体与交付方式关联，不是工商核验；政策更新日不作成立日，企业入口不代表已有付费合同。" + }, + { + "id": "LAPLACE-HOME-ACCESS", + "companyId": null, + "title": "LAPLACE-HOME-ACCESS：来源与核查范围", + "url": "https://www.laplaceintelligence.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网读取核查", + "summary": "官网本轮工具返回零行正文，未取得可核成立或主体材料。", + "limitation": "不把成功响应或页面标题当已读正文；成立年、合同经常性和收入数值继续待核。" + }, + { + "id": "LAPLACE-DR", + "companyId": null, + "title": "LAPLACE-DR：来源与核查范围", + "url": "https://app.dealroom.co/companies/laplace_intelligence", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "第三方公开目录", + "summary": "公开档案关联laplaceintelligence.com，描述自主系统仿真测试；本轮可读页未取得成立年份字段。", + "limitation": "目录SaaS/subscription标签不作实际合同类型或ARR证据，保持候选待核，不与同名平台混用。" + }, + { + "id": "EKA-HOME", + "companyId": null, + "title": "EKA-HOME：来源与核查范围", + "url": "https://ekarobotics.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品资料", + "summary": "官网描述Vision-Force-Action机器人模型，页脚EKA Robotics, Inc.。", + "limitation": "未取得明确成立字段；演示、团队学校履历与安全宣传不当独立测试、商业交付或收入。" + }, + { + "id": "EKA-MIT-CV-ACCESS", + "companyId": null, + "title": "EKA-MIT-CV-ACCESS：来源与核查范围", + "url": "https://people.csail.mit.edu/pulkitag/data/pulkit_CV_current.pdf", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "创始人官方履历访问核查", + "summary": "MIT个人主页链接此CV，但web读取失败，普通HTTP读取亦返回TLS错误。", + "limitation": "未读PDF正文，不将第三方引用的2024或2025年份当已核原始成立证据，继续待核。" } ], "reviews": [ @@ -48072,6 +48417,74 @@ "TC25-ATLANTIX-ENTITY" ], "handling": "四项原候选按范围外既有业务排除。成立、发布、政策更新与品牌主体分开；未核法律连续性和不可读正文继续标缺，不新增公司、团队、融资或收入数字。" + }, + { + "id": "AI080-R-SCOPE", + "type": "成立主体、交付与收入边界复核", + "company": "Nirva", + "scope": "companies", + "companyIds": [ + "AI080" + ], + "summary": "2025年成立（投资机构名录）；精确注册未核；个人AI硬件与软件服务；硬件一次性销售和持续订阅的实际合同结构待核", + "evidenceIds": [ + "TC26-NIRVA", + "NIRVA-LSVP", + "NIRVA-HOME" + ], + "handling": "成立2025来自Lightspeed投资名录；投资2026与成立分开。首饰硬件和持续软件服务须拆分；融资、等待名单及厂商情绪识别宣传不当收入或临床证据。 未取得可用公司收入，不新增收入观测；技术证据等级仅描述本轮读到的材料。" + }, + { + "id": "AI081-R-SCOPE", + "type": "成立主体、交付与收入边界复核", + "company": "Recursive（Recursive Superintelligence）", + "scope": "companies", + "companyIds": [ + "AI081" + ], + "summary": "2025—2026成立资料冲突；当前2026为公司主页自述，非精确注册核验；开放权重和推理工具支持的模型研发业务；收费合同和服务收入未知，开放许可不等公司收入为零", + "evidenceIds": [ + "TC26-RECURSIVE", + "RECURSIVE-PROFILE", + "RECURSIVE-FLINT", + "RECURSIVE-HF", + "RECURSIVE-CODE", + "RECURSIVE-GV" + ], + "handling": "当前year按公司主页Founded 2026保留；媒体2025声明冲突，两者都在研究年份范围内，但精确沿革未解决。不得与AI050 Ricursive芯片设计公司合并。融资、估值、下载和星数不作收入。 未取得可用公司收入，不新增收入观测；技术证据等级仅描述本轮读到的材料。" + }, + { + "id": "AI082-R-SCOPE", + "type": "成立主体、交付与收入边界复核", + "company": "Elorian AI", + "scope": "companies", + "companyIds": [ + "AI082" + ], + "summary": "2025年成立（公司公开主页自述）；精确注册日期未核；模型API、聊天入口与企业批量访问/评估及部署支持；订阅、用量与服务收入拆分待核", + "evidenceIds": [ + "TC26-ELORIAN", + "ELORIAN-PROFILE", + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ], + "handling": "成立2025来自公司公开主页，支持页列Elorian AI, Inc.；发布、融资与成立分开。演示、融资、估值与创始人旧模型成绩均不当当前收入或独立性能验证。 未取得可用公司收入，不新增收入观测；技术证据等级仅描述本轮读到的材料。" + }, + { + "id": "TC26-P34-R-GAPS", + "type": "发现页与未核候选边界", + "company": "Laplace Intelligence与Eka Robotics候选", + "scope": "excluded-candidate", + "summary": "Laplace官网本轮无正文、Dealroom可读未列成立年；Eka官网未列明确年份，MIT履历未取得。", + "evidenceIds": [ + "TC26-LAPLACE", + "LAPLACE-HOME-ACCESS", + "LAPLACE-DR", + "TC26-EKA", + "EKA-HOME", + "EKA-MIT-CV-ACCESS" + ], + "handling": "保持两项候选待核，不把仿真演示、第三方SaaS标签、融资或创始人背景转成成立字段、技术等级或收入。" } ], "coverage": { @@ -49313,6 +49726,98 @@ "note": "主页列Founded 2024并链接zetic.ai，描述设备端AI部署。 按范围外既有业务排除，不新增2025—2026公司。不与zetic.be或其他同名咨询企业混用；模型速度、设备数量及厂商演示不当公司收入。" } ] + }, + { + "id": "TC-2026-ai-pages-3-4-targeted-1", + "sourceId": "S02", + "url": "https://techcrunch.com/category/artificial-intelligence/page/3/", + "accessedAt": "2026-10-30", + "scope": "从AI栏目第3—4页定向登记5项新线索，包含3项关联公司和2项待核；不是全部卡片、分页或两年档案。栏目动态顺序不能当固定完整名录。", + "complete": false, + "records": [ + { + "id": "TC26-P34-01", + "name": "Nirva", + "url": "https://techcrunch.com/2026/10/22/nirva-raises-33m-for-a-pendant-that-only-listens-to-you/", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "evidenceIds": [ + "TC26-NIRVA", + "NIRVA-LSVP", + "NIRVA-HOME" + ], + "note": "2025年成立（投资机构名录）；精确注册未核；成立2025来自Lightspeed投资名录；投资2026与成立分开。首饰硬件和持续软件服务须拆分；融资、等待名单及厂商情绪识别宣传不当收入或临床证据。", + "companyId": "AI080" + }, + { + "id": "TC26-P34-02", + "name": "Recursive（Recursive Superintelligence）", + "url": "https://techcrunch.com/2026/10/21/recursive-launches-flint-a-laptop-coding-model-it-says-was-largely-built-by-AI/", + "categoryId": "C01", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "evidenceIds": [ + "TC26-RECURSIVE", + "RECURSIVE-PROFILE", + "RECURSIVE-FLINT", + "RECURSIVE-HF", + "RECURSIVE-CODE", + "RECURSIVE-GV" + ], + "note": "2025—2026成立资料冲突；当前2026为公司主页自述，非精确注册核验；当前year按公司主页Founded 2026保留；媒体2025声明冲突，两者都在研究年份范围内，但精确沿革未解决。不得与AI050 Ricursive芯片设计公司合并。融资、估值、下载和星数不作收入。", + "companyId": "AI081" + }, + { + "id": "TC26-P34-03", + "name": "Elorian AI", + "url": "https://techcrunch.com/2026/10/16/elorians-first-ai-model-wants-to-reason-with-images-not-just-about-them/", + "categoryId": "C01", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "evidenceIds": [ + "TC26-ELORIAN", + "ELORIAN-PROFILE", + "ELORIAN-MODELS", + "ELORIAN-SUPPORT" + ], + "note": "2025年成立（公司公开主页自述）；精确注册日期未核；成立2025来自公司公开主页，支持页列Elorian AI, Inc.；发布、融资与成立分开。演示、融资、估值与创始人旧模型成绩均不当当前收入或独立性能验证。", + "companyId": "AI082" + }, + { + "id": "TC26-P34-04", + "name": "Laplace Intelligence", + "url": "https://techcrunch.com/2026/10/19/laplace-intelligence-red-teams-robots-and-self-driving-cars-before-they-hit-the-real-world/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "unavailable", + "status": "pending-year", + "evidenceIds": [ + "TC26-LAPLACE", + "LAPLACE-HOME-ACCESS", + "LAPLACE-DR" + ], + "note": "官网/原始年份资料尚未补足；第三方及报道仅作发现线索，保持年份待核，不新增公司或收入。" + }, + { + "id": "TC26-P34-05", + "name": "Eka Robotics", + "url": "https://techcrunch.com/2026/10/20/eka-is-worth-1-45-billion-thanks-to-a-physical-ai-model-that-has-experts-raving/", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "evidenceIds": [ + "TC26-EKA", + "EKA-HOME", + "EKA-MIT-CV-ACCESS" + ], + "note": "官网/原始年份资料尚未补足；第三方及报道仅作发现线索，保持年份待核，不新增公司或收入。" + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 1cca4e6..ca99c91 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-23", + "version": "2026-10-30-24", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -28,8 +28,8 @@ "techcrunch.com" ], "initialAccess": "AI栏目可读取", - "boundary": "2026首页定向3项已登记。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。", - "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。", + "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、2项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。", + "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace与Eka的原始年份和主体；Recursive的2025/2026年份冲突保留。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30" }, @@ -44,7 +44,7 @@ "app.dealroom.co" ], "initialAccess": "官网可读取", - "boundary": "已读Tana与Wabi公开公司档案：前者财务字段不一致留缺，后者2025成立字段与官方业务关联入表；尚未取得两年成立筛选结果集，两个个案不等于目录全量。", + "boundary": "已读Tana、Wabi及Laplace公开公司档案：Tana财务字段不一致留缺，Wabi2025字段与官方业务关联入表，Laplace未取得成立字段而保留候选；尚未取得两年成立筛选结果集，三个个案不等目录全量。", "nextCheck": "确认公开可取得的两年成立筛选清单；逐项追溯财务原始凭证及字段口径，受权限限制保留缺项。", "limitation": "完整档案需权限；概览及财务表不能未经勾稽直接导入ARR", "accessRecheckedAt": "2026-10-30" diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 0329c85..da1b39b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-battlefield-4", + "sourceVersion": "2026-10-30-archive-models-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 20e5097783a344ea5d28e9d65ba911ac786ca2f9 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 19:55:45 +0800 Subject: [PATCH 3/9] Record Nirva founder-reported team size and planned price --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 2 +- content/research/ai-companies.seed.json | 33 +++++++++++++++++------- content/research/ai-income-analysis.json | 2 +- 4 files changed, 27 insertions(+), 12 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 06ab320..c783e70 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1026); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1346); + assert.equal(research.evidence.length, 1347); assert.equal(research.observations.length, 189); 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 3aa975e..764af2c 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, 1026); - assert.equal(initial.evidence.length, 1346); + assert.equal(initial.evidence.length, 1347); assert.equal(initial.observations.length, 189); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 02015bc..efe460a 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-archive-models-1", + "version": "2026-10-30-archive-models-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": [ @@ -28952,7 +28952,7 @@ } }, { - "team": null, + "team": 20, "revenueStatus": "unknown", "datePrecision": "年", "id": "AI080", @@ -28960,20 +28960,21 @@ "url": "https://www.nirva.life/", "cat": "C09", "year": 2025, - "location": "美国；团队及产品资料关联湾区，法律总部待核", + "location": "美国旧金山；公司主页及创始人帖关联South Park，法律登记总部未独立核验", "business": "首饰形态个人AI可穿戴，用于日记、情绪洞察与生活陪伴。", "buyer": "个人消费者；实际付费客户及企业渠道待核", "delivery": "官网公开产品介绍与预订信息邮件名单；实际发货、长期使用与成本未核。", "notes": "成立2025来自Lightspeed投资名录；投资2026与成立分开。首饰硬件和持续软件服务须拆分；融资、等待名单及厂商情绪识别宣传不当收入或临床证据。", "cohort": "2025年成立（投资机构名录）；精确注册未核", - "teamBasis": "三名联合创始人不等完整员工数，保留未知", - "price": "本轮可读官网未取得可核当前售价和软件订阅条款", + "teamBasis": "创始人公开帖自述20人，读取2026-10-30；帖子仅显示相对时间，精确时点及员工/承包商边界未独立核验；不使用关联档案数替代", + "price": "创始人公开帖称计划冬季开售、约$249（原文$）；未取得当前订单或软件订阅合同，非已实现收入", "stage": "公开展示及预订信息收集；实际交付和收费状态待核", "sourceType": "TechCrunch栏目发现；官网与Lightspeed原始材料补证", "evidenceIds": [ "TC26-NIRVA", "NIRVA-LSVP", - "NIRVA-HOME" + "NIRVA-HOME", + "NIRVA-PROFILE" ], "businessModel": "个人AI硬件与软件服务；硬件一次性销售和持续订阅的实际合同结构待核", "entityBasis": "官网nirva labs与投资名录团队和业务对应；精确法律名称及登记未独立核验，不与Nirva Health或文档软件公司混用。", @@ -28985,7 +28986,8 @@ "evidenceIds": [ "NIRVA-HOME" ] - } + }, + "pricingEvidence": "NIRVA-PROFILE" }, { "team": null, @@ -46938,6 +46940,17 @@ "kind": "创始人官方履历访问核查", "summary": "MIT个人主页链接此CV，但web读取失败，普通HTTP读取亦返回TLS错误。", "limitation": "未读PDF正文，不将第三方引用的2024或2025年份当已核原始成立证据，继续待核。" + }, + { + "id": "NIRVA-PROFILE", + "companyId": "AI080", + "title": "Nirva：创始人公开团队及计划发售声明", + "url": "https://www.linkedin.com/company/nirvalab", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页与创始人自述", + "summary": "公司主页关联nirva.life及San Francisco；转发创始人Wei Lyu称团队20人，并描述计划冬季开售、约$249及年内出货。", + "limitation": "读取时仅有相对日期，不推精确发帖日期。团队为创始人自述而非审核员工数；售价和出货为计划，不作当前销售或收入。Public Company标签与投资名录Private不同，不能据此判上市；等待名单和融资不作客户数或ARR。" } ], "reviews": [ @@ -48430,7 +48443,8 @@ "evidenceIds": [ "TC26-NIRVA", "NIRVA-LSVP", - "NIRVA-HOME" + "NIRVA-HOME", + "NIRVA-PROFILE" ], "handling": "成立2025来自Lightspeed投资名录；投资2026与成立分开。首饰硬件和持续软件服务须拆分；融资、等待名单及厂商情绪识别宣传不当收入或临床证据。 未取得可用公司收入，不新增收入观测；技术证据等级仅描述本轮读到的材料。" }, @@ -49746,7 +49760,8 @@ "evidenceIds": [ "TC26-NIRVA", "NIRVA-LSVP", - "NIRVA-HOME" + "NIRVA-HOME", + "NIRVA-PROFILE" ], "note": "2025年成立（投资机构名录）；精确注册未核；成立2025来自Lightspeed投资名录；投资2026与成立分开。首饰硬件和持续软件服务须拆分；融资、等待名单及厂商情绪识别宣传不当收入或临床证据。", "companyId": "AI080" diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index da1b39b..d909e51 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-archive-models-1", + "sourceVersion": "2026-10-30-archive-models-2", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 13f2b31e8a8e7d747612e9bb048ea87f6a7aba8c Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 20:08:28 +0800 Subject: [PATCH 4/9] Review model-category business boundaries and reconcile Eka history --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 8 +- content/research/ai-companies.seed.json | 427 ++++++++++++++++----- content/research/ai-companies.sources.json | 8 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 347 insertions(+), 100 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index c783e70..69bbed2 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1026); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1347); + assert.equal(research.evidence.length, 1363); assert.equal(research.observations.length, 189); 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 764af2c..fc0ba16 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, 1026); - assert.equal(initial.evidence.length, 1347); + assert.equal(initial.evidence.length, 1363); assert.equal(initial.observations.length, 189); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -64,9 +64,9 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 63); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 64); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 33); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 34); 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")!), []); @@ -307,7 +307,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 9); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 8); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index efe460a..af061d7 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-archive-models-2", + "version": "2026-10-30-model-taxonomy-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": [ @@ -2864,25 +2864,26 @@ "id": "YC30303", "name": "AfterQuery", "url": "https://www.ycombinator.com/companies/afterquery", - "cat": "C01", + "cat": "C02", "year": 2025, "team": 30, "location": "San Francisco", - "business": "公司简介：Applied research lab curating data solutions for foundation model…", - "buyer": "本轮未逐一核验", + "business": "为前沿模型研发整理和提供训练数据解决方案。", + "buyer": "基础模型研发团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。未核数据许可、专家劳务、项目与持续数据服务的收入拆分。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30303" + "YC-E-30303", + "MODEL-CAT-YC30303" ], "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：提供训练数据，不因客户是基础模型实验室而归成模型研发公司。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "B2B", "Data Labeling", @@ -4190,21 +4191,22 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Open-source frontier models for knowledge work", - "buyer": "本轮未逐一核验", + "business": "对大语言模型做后训练，以支持知识工作。", + "buyer": "知识工作模型使用者及开发团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。模型、评估工具及历史产品的收费边界仍待核。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30455" + "YC-E-30455", + "MODEL-CAT-YC30455" ], "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：当前简介明确后训练模型，保留C01；旧发布中评估工作台是业务沿革，不能当另一个新公司。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AIOps", "Generative AI", @@ -4464,25 +4466,26 @@ "id": "YC30469", "name": "HABIT", "url": "https://www.ycombinator.com/companies/habit", - "cat": "C01", + "cat": "C03", "year": 2025, "team": null, "location": "San Francisco", - "business": "公司简介：Accelerating world models.", - "buyer": "本轮未逐一核验", + "business": "研发用于加速世界模型研究的自主研究Agent。", + "buyer": "世界模型研究团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。简介较短，实际交付、API与商业模式未知，不据机器人标签推实体部署。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30469" + "YC-E-30469", + "MODEL-CAT-YC30469" ], "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：交付描述是研究Agent而非直接模型权重，按研发运行工具暂归C03，具体产品边界仍待补证。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Generative AI", "Robotics", @@ -5036,21 +5039,22 @@ "year": 2025, "team": 8, "location": "San Francisco", - "business": "公司简介：Automation Foundation Models For Tiny Devices", - "buyer": "本轮未逐一核验", + "business": "面向手机、可穿戴及小型设备研发模型，并提供端侧推理工具。", + "buyer": "设备应用开发者", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。模型体积、延迟、隐私及离线能力未独立测试，未核设备出货或许可收入。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30510" + "YC-E-30510", + "MODEL-CAT-YC30510" ], "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：当前描述及近期发布强调小型设备模型，保留C01；早期推理引擎属于配套交付，商业边界仍需拆分。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Developer Tools", "Hard Tech", @@ -8297,21 +8301,22 @@ "year": 2025, "team": 3, "location": "San Francisco", - "business": "公司简介：Emotive foundation voice models", - "buyer": "本轮未逐一核验", + "business": "研发带情感表达能力的语音生成模型。", + "buyer": "语音产品开发者", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。只读YC自述，未核仓库权重、API可用性、延迟或第三方评测。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30723" + "YC-E-30723", + "MODEL-CAT-YC30723" ], "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：核心交付是语音基础模型，保留C01；情绪表达目标不等已通过图灵测试。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -10664,21 +10669,22 @@ "year": 2025, "team": 6, "location": "Atlanta, GA", - "business": "公司简介：Transforming manufacturing with our next-gen Vision Foundation Model", - "buyer": "本轮未逐一核验", + "business": "研发面向制造场景的视觉基础模型。", + "buyer": "制造企业及工业视觉团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30895" + "YC-E-30895", + "MODEL-CAT-YC30895" ], "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：当前长简介强调模型研发，保留C01；销售模型还是完整工业应用仍需合同与官网细查。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "SaaS", @@ -11402,21 +11408,22 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：A Foundation Model for Microbial Communities.", - "buyer": "本轮未逐一核验", + "business": "研发微生物群落模型，用于药物毒性与疗效研究。", + "buyer": "药物研发及生物科技团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。创始人论文、疾病市场规模和预测疗效不当公司独立测试、药物批准或收入。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-30937" + "YC-E-30937", + "MODEL-CAT-YC30937" ], "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：当前明确以微生物模型为研发交付，保留行业模型C01；临床或药物应用边界待核。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Generative AI", "Biotech", @@ -13279,25 +13286,26 @@ "id": "YC31111", "name": "Envariant", "url": "https://www.ycombinator.com/companies/envariant", - "cat": "C01", + "cat": "C03", "year": 2025, "team": 1, "location": "San Francisco", - "business": "公司简介：Interpretability and reasoning infra for foundation models.", - "buyer": "本轮未逐一核验", + "business": "提供用于分析和控制模型行为的可解释性与推理SDK。", + "buyer": "基础模型开发和应用研究团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。只核业务，SDK可用性、验证效果、实验成本与收入未独立核实。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31111" + "YC-E-31111", + "MODEL-CAT-YC31111" ], "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：主营为模型行为分析和控制SDK，归开发评估设施C03，不据模型关键词归C01。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -14921,21 +14929,22 @@ "year": 2025, "team": 2, "location": "San Francisco", - "business": "公司简介：Foundation models for 24/7 Earth Observation", - "buyer": "本轮未逐一核验", + "business": "研发将雷达遥感信号转换为可分析图像的地球观测模型。", + "buyer": "国防、商品研究与灾害响应团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。生成图像不自动等于可验证观测真值，全天候和精度声明未测试，未核数据与模型收入。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-31209" + "YC-E-31209", + "MODEL-CAT-YC31209" ], "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：当前描述模型架构与信号转换，保留行业模型C01；不将研究题材直接归卫星制造。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [] }, { @@ -20730,25 +20739,26 @@ "id": "YC32167", "name": "Orchestra", "url": "https://www.ycombinator.com/companies/orchestra", - "cat": "C01", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Self-optimizing neocloud that cuts LLM costs by 100x", - "buyer": "本轮未逐一核验", + "business": "通过学习工作轨迹训练专用小模型并部署的推理云。", + "buyer": "有生产AI工作流的企业开发团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。成本降低声明未测试；创始人在Gumloop的历史销售额不是Orchestra收入。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32167" + "YC-E-32167", + "MODEL-CAT-YC32167" ], "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：主营明确是推理云与流量部署，模型训练为交付手段，归C02。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Open Source", "AI", @@ -20759,25 +20769,26 @@ "id": "YC32169", "name": "Speko", "url": "https://www.ycombinator.com/companies/speko", - "cat": "C01", + "cat": "C02", "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：OpenRouter for Voice AI: one API, every call on the best speech model", - "buyer": "本轮未逐一核验", + "business": "通过统一API为语音Agent选择并路由语音与语言模型。", + "buyer": "语音应用开发团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商自建榜单不是独立评测；创始人Hupo历史融资、客户和经验不转为本公司收入。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32169" + "YC-E-32169", + "MODEL-CAT-YC32169" ], "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：交付为多供应商模型路由与推理API，归C02，不当直接语音模型研发。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Developer Tools", "AI", @@ -20948,25 +20959,26 @@ "id": "YC32190", "name": "General Context Labs", "url": "https://www.ycombinator.com/companies/general-context-labs", - "cat": "C01", + "cat": "C09", "year": 2026, "team": 4, "location": "San Francisco", - "business": "公司简介：Building Products and Datasets for Frontier Models", - "buyer": "本轮未逐一核验", + "business": "开发交互式游戏与应用生成平台Instaplay，同时探索前沿模型数据业务。", + "buyer": "个人创作者与玩家；数据业务买方待核", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。用户与月活自述不当付费客户或收入；产品与数据业务需要分别核合同。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32190" + "YC-E-32190", + "MODEL-CAT-YC32190" ], "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：按当前已描述的首个社交游戏产品归C09；公司数据业务另留缺，不因面向前沿模型而当模型研发。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Gaming", "AI" @@ -20980,21 +20992,22 @@ "year": 2026, "team": 2, "location": "San Francisco", - "business": "公司简介：Foundation models on enterprise transaction data.", - "buyer": "本轮未逐一核验", + "business": "以企业交易数据训练私有模型，用于信贷、欺诈、流失及客户价值预测。", + "buyer": "银行、保险公司与金融科技企业", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。客户交易数、客户活跃用户和效果提升不是Lyon收入，也未独立复现。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-32191" + "YC-E-32191", + "MODEL-CAT-YC32191" ], "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：当前交付为在客户云内运行的私有行业模型，保留C01，定制服务与模型许可需另拆分。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Machine Learning", "Finance", @@ -23313,25 +23326,26 @@ "id": "YC33048", "name": "Pennant", "url": "https://www.ycombinator.com/companies/pennant", - "cat": "C01", + "cat": "C07", "year": 2026, "team": 2, "location": "New York City, NY", - "business": "公司简介：The World Model for Corporate Governance", - "buyer": "本轮未逐一核验", + "business": "面向机构投资者和上市公司的代理投票与公司治理智能工具。", + "buyer": "机构投资者、上市公司及治理顾问", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。付费客户声明不含可用收入数值；管理资产、合并交易额、薪酬包和创始人旧经历不作公司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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-33048" + "YC-E-33048", + "MODEL-CAT-YC33048" ], "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：实际任务是投票与治理决策，归金融专业应用C07，World Model宣传语不等基础模型主营。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Fintech", "Investing", @@ -26545,25 +26559,26 @@ "id": "YC36347", "name": "Latent", "url": "https://www.ycombinator.com/companies/trylatent", - "cat": "C01", + "cat": "C03", "year": 2026, "team": 1, "location": "San Francisco", - "business": "公司简介：Catch wrong LLM answers before your customers do", - "buyer": "本轮未逐一核验", + "business": "监测和拦截模型错误输出，提供评分、复核队列与部署集成。", + "buyer": "在生产中运行LLM的企业开发团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。自托管内部信号与API读出器路径不同；零额外延迟、低成本和准确率均未独立验证。", "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", "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ - "YC-E-36347" + "YC-E-36347", + "MODEL-CAT-YC36347" ], "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：交付为模型输出验证和运行控制工具，归开发评估设施C03，不当基础模型研发。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "AI" ] @@ -46951,6 +46966,182 @@ "kind": "公司公开主页与创始人自述", "summary": "公司主页关联nirva.life及San Francisco；转发创始人Wei Lyu称团队20人，并描述计划冬季开售、约$249及年内出货。", "limitation": "读取时仅有相对日期，不推精确发帖日期。团队为创始人自述而非审核员工数；售价和出货为计划，不作当前销售或收入。Public Company标签与投资名录Private不同，不能据此判上市；等待名单和融资不作客户数或ARR。" + }, + { + "id": "MODEL-CAT-YC30303", + "companyId": "YC30303", + "title": "AfterQuery：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/afterquery", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "为前沿模型研发整理和提供训练数据解决方案。 提供训练数据，不因客户是基础模型实验室而归成模型研发公司。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。未核数据许可、专家劳务、项目与持续数据服务的收入拆分。" + }, + { + "id": "MODEL-CAT-YC30455", + "companyId": "YC30455", + "title": "Paper Instruments：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/paper-instruments", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "对大语言模型做后训练，以支持知识工作。 当前简介明确后训练模型，保留C01；旧发布中评估工作台是业务沿革，不能当另一个新公司。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。模型、评估工具及历史产品的收费边界仍待核。" + }, + { + "id": "MODEL-CAT-YC30469", + "companyId": "YC30469", + "title": "HABIT：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/habit", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发用于加速世界模型研究的自主研究Agent。 交付描述是研究Agent而非直接模型权重，按研发运行工具暂归C03，具体产品边界仍待补证。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。简介较短，实际交付、API与商业模式未知，不据机器人标签推实体部署。" + }, + { + "id": "MODEL-CAT-YC30510", + "companyId": "YC30510", + "title": "Cactus Compute：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/cactus-compute", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "面向手机、可穿戴及小型设备研发模型，并提供端侧推理工具。 当前描述及近期发布强调小型设备模型，保留C01；早期推理引擎属于配套交付，商业边界仍需拆分。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。模型体积、延迟、隐私及离线能力未独立测试，未核设备出货或许可收入。" + }, + { + "id": "MODEL-CAT-YC30723", + "companyId": "YC30723", + "title": "Miso Labs：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/miso-labs", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发带情感表达能力的语音生成模型。 核心交付是语音基础模型，保留C01；情绪表达目标不等已通过图灵测试。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。只读YC自述，未核仓库权重、API可用性、延迟或第三方评测。" + }, + { + "id": "MODEL-CAT-YC30895", + "companyId": "YC30895", + "title": "Allus AI：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/allus-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发面向制造场景的视觉基础模型。 当前长简介强调模型研发，保留C01；销售模型还是完整工业应用仍需合同与官网细查。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。" + }, + { + "id": "MODEL-CAT-YC30937", + "companyId": "YC30937", + "title": "Anto Biosciences：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/anto-biosciences", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发微生物群落模型，用于药物毒性与疗效研究。 当前明确以微生物模型为研发交付，保留行业模型C01；临床或药物应用边界待核。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。创始人论文、疾病市场规模和预测疗效不当公司独立测试、药物批准或收入。" + }, + { + "id": "MODEL-CAT-YC31111", + "companyId": "YC31111", + "title": "Envariant：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/envariant", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "提供用于分析和控制模型行为的可解释性与推理SDK。 主营为模型行为分析和控制SDK，归开发评估设施C03，不据模型关键词归C01。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。只核业务，SDK可用性、验证效果、实验成本与收入未独立核实。" + }, + { + "id": "MODEL-CAT-YC31209", + "companyId": "YC31209", + "title": "AxionOrbital Space：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/axionorbital-space", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "研发将雷达遥感信号转换为可分析图像的地球观测模型。 当前描述模型架构与信号转换，保留行业模型C01；不将研究题材直接归卫星制造。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。生成图像不自动等于可验证观测真值，全天候和精度声明未测试，未核数据与模型收入。" + }, + { + "id": "MODEL-CAT-YC32167", + "companyId": "YC32167", + "title": "Orchestra：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/orchestra", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "通过学习工作轨迹训练专用小模型并部署的推理云。 主营明确是推理云与流量部署，模型训练为交付手段，归C02。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。成本降低声明未测试；创始人在Gumloop的历史销售额不是Orchestra收入。" + }, + { + "id": "MODEL-CAT-YC32169", + "companyId": "YC32169", + "title": "Speko：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/speko", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "通过统一API为语音Agent选择并路由语音与语言模型。 交付为多供应商模型路由与推理API，归C02，不当直接语音模型研发。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。厂商自建榜单不是独立评测；创始人Hupo历史融资、客户和经验不转为本公司收入。" + }, + { + "id": "MODEL-CAT-YC32190", + "companyId": "YC32190", + "title": "General Context Labs：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/general-context-labs", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "开发交互式游戏与应用生成平台Instaplay，同时探索前沿模型数据业务。 按当前已描述的首个社交游戏产品归C09；公司数据业务另留缺，不因面向前沿模型而当模型研发。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。用户与月活自述不当付费客户或收入；产品与数据业务需要分别核合同。" + }, + { + "id": "MODEL-CAT-YC32191", + "companyId": "YC32191", + "title": "Lyon：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/lyon", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "以企业交易数据训练私有模型，用于信贷、欺诈、流失及客户价值预测。 当前交付为在客户云内运行的私有行业模型，保留C01，定制服务与模型许可需另拆分。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。客户交易数、客户活跃用户和效果提升不是Lyon收入，也未独立复现。" + }, + { + "id": "MODEL-CAT-YC33048", + "companyId": "YC33048", + "title": "Pennant：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/pennant", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "面向机构投资者和上市公司的代理投票与公司治理智能工具。 实际任务是投票与治理决策，归金融专业应用C07，World Model宣传语不等基础模型主营。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。付费客户声明不含可用收入数值；管理资产、合并交易额、薪酬包和创始人旧经历不作公司ARR。" + }, + { + "id": "MODEL-CAT-YC36347", + "companyId": "YC36347", + "title": "Latent：主营分类人工复核", + "url": "https://www.ycombinator.com/companies/trylatent", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司业务自述", + "summary": "监测和拦截模型错误输出，提供评分、复核队列与部署集成。 交付为模型输出验证和运行控制工具，归开发评估设施C03，不当基础模型研发。", + "limitation": "本轮只核主营及分类，不刷新原成立、团队或收入字段；分类为研究者判断，不是技术专项评审。自托管内部信号与API读出器路径不同；零额外延迟、低成本和准确率均未独立验证。" + }, + { + "id": "EKA-MIT-CV-READ", + "companyId": null, + "title": "Eka Robotics：MIT托管创始人履历早期记录", + "url": "https://people.csail.mit.edu/pulkitag/data/pulkit_CV_current.pdf", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "创始人官方履历PDF", + "summary": "此前读取失败的履历现可读，第1页Appointments列Pulkit Agrawal于2024年5月联合创办Eka Robotics。", + "limitation": "仅用第1页文本中的任职/创办记录作为早期业务证据，不声称视觉核对或读完13页，也不当精确公司注册日。创始人其他公司、论文及奖项不转为Eka收入或性能。" } ], "reviews": [ @@ -48489,7 +48680,7 @@ "type": "发现页与未核候选边界", "company": "Laplace Intelligence与Eka Robotics候选", "scope": "excluded-candidate", - "summary": "Laplace官网本轮无正文、Dealroom可读未列成立年；Eka官网未列明确年份，MIT履历未取得。", + "summary": "首次读取时Laplace官网无正文且目录未列成立年，Eka原始履历未取得；后续Eka补核见EKA-R-HISTORY。", "evidenceIds": [ "TC26-LAPLACE", "LAPLACE-HOME-ACCESS", @@ -48498,7 +48689,62 @@ "EKA-HOME", "EKA-MIT-CV-ACCESS" ], - "handling": "保持两项候选待核，不把仿真演示、第三方SaaS标签、融资或创始人背景转成成立字段、技术等级或收入。" + "handling": "保留原始访问缺项；当前Eka据后续履历转范围外，Laplace仍待核。不把仿真演示、目录标签、融资或背景转成成立字段、技术等级或收入。" + }, + { + "id": "MODEL-CAT-R-15", + "type": "主营分类复核，非技术或财务评审", + "company": "基础模型初分类：15项目录基础记录", + "scope": "companies", + "companyIds": [ + "YC30303", + "YC30455", + "YC30469", + "YC30510", + "YC30723", + "YC30895", + "YC30937", + "YC31111", + "YC31209", + "YC32167", + "YC32169", + "YC32190", + "YC32191", + "YC33048", + "YC36347" + ], + "summary": "对本轮开始时C01中尚无人工复核标记的15条基础目录记录逐条重读YC业务介绍，8项按数据、云、路由、评估设施、社交产品或治理应用移类，7项保留模型研发。", + "evidenceIds": [ + "MODEL-CAT-YC30303", + "MODEL-CAT-YC30455", + "MODEL-CAT-YC30469", + "MODEL-CAT-YC30510", + "MODEL-CAT-YC30723", + "MODEL-CAT-YC30895", + "MODEL-CAT-YC30937", + "MODEL-CAT-YC31111", + "MODEL-CAT-YC31209", + "MODEL-CAT-YC32167", + "MODEL-CAT-YC32169", + "MODEL-CAT-YC32190", + "MODEL-CAT-YC32191", + "MODEL-CAT-YC33048", + "MODEL-CAT-YC36347" + ], + "handling": "保留profileOnly与原目录来源；不修改历史1428条审计账本，不升级技术等级或添加收入。当前分类仍需具体合同、产品与多业务收入边界补核。" + }, + { + "id": "EKA-R-HISTORY", + "type": "创始人原始履历与参赛/发布年份复核", + "company": "Eka Robotics候选", + "scope": "excluded-candidate", + "summary": "原始履历可读后，以2024年5月联合创办记录补核早期业务，候选转范围外既有业务。", + "evidenceIds": [ + "EKA-HOME", + "EKA-MIT-CV-ACCESS", + "EKA-MIT-CV-READ" + ], + "handling": "不新增2025—2026公司，不把官方履历任职月份当工商注册日；融资、估值和演示不作收入或独立能力。" } ], "coverage": { @@ -49746,7 +49992,7 @@ "sourceId": "S02", "url": "https://techcrunch.com/category/artificial-intelligence/page/3/", "accessedAt": "2026-10-30", - "scope": "从AI栏目第3—4页定向登记5项新线索，包含3项关联公司和2项待核；不是全部卡片、分页或两年档案。栏目动态顺序不能当固定完整名录。", + "scope": "从AI栏目第3—4页定向登记5项新线索，当前3项关联公司、1项范围外、1项待核；不是全部卡片、分页或两年档案。栏目动态顺序不能当固定完整名录。", "complete": false, "records": [ { @@ -49824,13 +50070,14 @@ "categoryId": "C10", "kind": "company", "profileStatus": "readable", - "status": "pending-year", + "status": "outside-cohort", "evidenceIds": [ "TC26-EKA", "EKA-HOME", - "EKA-MIT-CV-ACCESS" + "EKA-MIT-CV-ACCESS", + "EKA-MIT-CV-READ" ], - "note": "官网/原始年份资料尚未补足；第三方及报道仅作发现线索，保持年份待核，不新增公司或收入。" + "note": "MIT托管创始人履历第1页列2024年5月联合创办Eka Robotics，按早于2025的既有业务排除；不是精确注册证明。此前访问失败记录保留，不把2026融资或模型发布当新成立。" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index ca99c91..856b90b 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-24", + "version": "2026-10-30-25", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "当前快照三条原待分类经官网方向补证归类；继续复核规则初分、具体产品与财务缺项，不把领域粗分类当独立能力或收入验证。", + "nextCheck": "目录基础项累计179条主营分类人工复核；本轮补核C01中余下15条规则初分，8条按实际业务移类。继续核其他规则初分、具体产品与财务缺项，不把领域分类当独立能力或收入验证。", "limitation": "批次不等于成立年；不代表全部公司" }, { @@ -28,8 +28,8 @@ "techcrunch.com" ], "initialAccess": "AI栏目可读取", - "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、2项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。", - "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace与Eka的原始年份和主体；Recursive的2025/2026年份冲突保留。", + "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。", + "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index d909e51..f8e714a 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-archive-models-2", + "sourceVersion": "2026-10-30-model-taxonomy-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From c8c8bad563ff38c5db247062b302c29e224a4d76 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 20:19:03 +0800 Subject: [PATCH 5/9] Separate revenue run-rate claims from recurring contract evidence --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 12 +- content/research/ai-companies.seed.json | 302 +++++++++++++++++++-- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 285 insertions(+), 39 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 69bbed2..93d5fd7 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,8 +184,8 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1026); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1363); - assert.equal(research.observations.length, 189); + assert.equal(research.evidence.length, 1374); + assert.equal(research.observations.length, 190); 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 fc0ba16..6d78318 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, 1026); - assert.equal(initial.evidence.length, 1363); - assert.equal(initial.observations.length, 189); + assert.equal(initial.evidence.length, 1374); + assert.equal(initial.observations.length, 190); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); @@ -64,7 +64,7 @@ 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, 64); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 68); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 34); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -86,10 +86,10 @@ 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), 1026); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 26); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 27); 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), 983); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 982); 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")); @@ -97,7 +97,7 @@ 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, 19); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 22); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 7); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index af061d7..f41789e 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-model-taxonomy-1", + "version": "2026-10-30-income-boundaries-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": [ @@ -2870,26 +2870,43 @@ "location": "San Francisco", "business": "为前沿模型研发整理和提供训练数据解决方案。", "buyer": "基础模型研发团队", - "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。未核数据许可、专家劳务、项目与持续数据服务的收入拆分。", + "delivery": "官方列评估、数据、后训练和驻场交付；合同、验收与实际付费结构未核。", + "notes": "保留官网历史收入运行率线索；经常性ARR、实际截至日和币种仍未明确，不作为十月现状或可比样本。专家及数据采购、项目与许可收入须拆分；融资、估值和招聘数排除。", "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", - "sourceType": "YC官方页面中的公司自述", + "price": "费用由单独协议或订单约定，本轮未取得统一价表", + "stage": "官方披露收入线索并介绍企业交付；未经财务审计，业务截至日不明", + "sourceType": "YC原始目录及公司/交易参与方公开原始资料补核", "evidenceIds": [ "YC-E-30303", - "MODEL-CAT-YC30303" + "MODEL-CAT-YC30303", + "AQ-RUNRATE", + "AQ-SOLUTIONS", + "AQ-TERMS", + "AQ-DATA", + "AQ-CAREERS" ], - "revenueStatus": "unknown", - "profileOnly": true, + "revenueStatus": "self", + "profileOnly": false, "classificationBasis": "2026-10-30人工复核YC官方业务介绍：提供训练数据，不因客户是基础模型实验室而归成模型研发公司。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "B2B", "Data Labeling", "Big Data", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "专家数据/评估与训练环境、后训练及部署服务；按单独协议或订单收费，经常性、总额/净额和劳务成本待核", + "entityBasis": "YC链接AfterQuery官网，业务和创始人资料对应；官方通用条款未补齐可核法律实体登记，不从适用法推注册地。", + "pricingEvidence": "AQ-TERMS", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官方数据、评估及后训练服务介绍；本轮未复现基准、读取数据集或测试模型，不授予独立能力等级。", + "evidenceIds": [ + "AQ-SOLUTIONS" + ] + } }, { "id": "YC30314", @@ -5041,26 +5058,40 @@ "location": "San Francisco", "business": "面向手机、可穿戴及小型设备研发模型，并提供端侧推理工具。", "buyer": "设备应用开发者", - "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。模型体积、延迟、隐私及离线能力未独立测试，未核设备出货或许可收入。", + "delivery": "公开小型模型与端侧工具，另有按月微调平台条款；本轮未运行或核付费订阅。", + "notes": "收入未知；月度预付合同结构不等已取得MRR。下载量、设备合作、开源许可及英国同名主体信息不推算公司收入或法律沿革。", "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", - "sourceType": "YC官方页面中的公司自述", + "price": "平台条款按月预付并给训练/生成/存储额度；价格在账单页，本轮未登录读取", + "stage": "公开模型/工具与订阅合同说明；收入、付费规模和实际交付未核", + "sourceType": "YC原始目录及公司/交易参与方公开原始资料补核", "evidenceIds": [ "YC-E-30510", - "MODEL-CAT-YC30510" + "MODEL-CAT-YC30510", + "CACTUS-TERMS", + "CACTUS-HOME" ], "revenueStatus": "unknown", - "profileOnly": true, + "profileOnly": false, "classificationBasis": "2026-10-30人工复核YC官方业务介绍：当前描述及近期发布强调小型设备模型，保留C01；早期推理引擎属于配套交付，商业边界仍需拆分。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Developer Tools", "Hard Tech", "Open Source", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "小型模型/端侧工具加按月预付的微调平台；额度、模型导出与企业合同经济性待核", + "entityBasis": "官网条款列美国Cactus Compute, Inc.，YC同域名关联；英国同名公司与美国主体关系未核，不转移注册日期或财务。", + "pricingEvidence": "CACTUS-TERMS", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网模型与端侧推理功能；没有独立测试、代码/权重专项审查，厂商速度与体积不转成独立能力评级。", + "evidenceIds": [ + "CACTUS-HOME" + ] + } }, { "id": "YC30511", @@ -10672,7 +10703,7 @@ "business": "研发面向制造场景的视觉基础模型。", "buyer": "制造企业及工业视觉团队", "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。", + "notes": "目录基础资料；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。厂商宣称的替代价值、部署速度与工厂改善不当公司收入或已验证性能。 第三方模糊ARR与厂商部分条款已留核查；没有可用精确收入，仍保持未知，不能把六位数宣传填为数值。", "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", @@ -10680,7 +10711,9 @@ "sourceType": "YC官方页面中的公司自述", "evidenceIds": [ "YC-E-30895", - "MODEL-CAT-YC30895" + "MODEL-CAT-YC30895", + "ALLUS-ARR-LEAD", + "ALLUS-TERMS" ], "revenueStatus": "unknown", "profileOnly": true, @@ -20965,24 +20998,37 @@ "location": "San Francisco", "business": "开发交互式游戏与应用生成平台Instaplay，同时探索前沿模型数据业务。", "buyer": "个人创作者与玩家；数据业务买方待核", - "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；已做主营分类人工复核，收入、定价和技术能力仍未逐一核验。用户与月活自述不当付费客户或收入；产品与数据业务需要分别核合同。", + "delivery": "YC披露Instaplay产品，合作方公开条款另点名数据商业化安排；本轮未体验或核合同账单。", + "notes": "个人产品与数据合作为不同业务边界，收入均未知。合作方披露分成不是GCL完整合同，示例付款和用户/月活不当实际收入。", "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", - "sourceType": "YC官方页面中的公司自述", + "price": "本轮未取得Instaplay统一价格；伙伴分成条款不是产品订阅价", + "stage": "产品及数据合作条款公开；实际付费结构、交付和财务待核", + "sourceType": "YC原始目录及公司/交易参与方公开原始资料补核", "evidenceIds": [ "YC-E-32190", - "MODEL-CAT-YC32190" + "MODEL-CAT-YC32190", + "GCL-PARTNER", + "GCL-YC-BIZ" ], "revenueStatus": "unknown", - "profileOnly": true, + "profileOnly": false, "classificationBasis": "2026-10-30人工复核YC官方业务介绍：按当前已描述的首个社交游戏产品归C09；公司数据业务另留缺，不因面向前沿模型而当模型研发。 分类为研究者判断，不代表独立验证技术或业绩。", "directoryTags": [ "Gaming", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "Instaplay个人游戏/应用平台及数据产品合作；数据业务涉及处理成本、伙伴分成和结算，具体收费与收入拆分待核", + "entityBasis": "YC关联General Context Labs与Instaplay；Selltraces条款点名同品牌合作方，但未取得签署合同或完整法律实体链，不能据名称自动合并账目。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读YC应用生成与数据产品自述；未独立体验、读取训练数据或验证用户规模，合同条款不是技术测试。", + "evidenceIds": [ + "GCL-YC-BIZ" + ] + } }, { "id": "YC32191", @@ -32147,6 +32193,22 @@ "reason": "原文100+作为人数下界；不同时间和来源的团队数字不相加或平均", "bound": "≥", "comparisonGroup": null + }, + { + "id": "AQ-O-RUNRATE", + "company": "YC30303", + "name": "AfterQuery", + "kind": "公司自述收入运行率，非已核经常性ARR", + "value": 100000000, + "unit": "原文$，币种待核", + "timing": "页面标2026-04-09；指标具体截至日未注明，当前正文于2026-10-30读取", + "evidence": "AQ-RUNRATE", + "scope": "公司整体", + "selection": "historical", + "reason": "收入运行率未展开经常性、年化与总额/净额定义；无明确当前截至日和币种，不进ARR或MRR比较组", + "bound": ">", + "comparisonGroup": null, + "metric": "annualized-revenue" } ], "evidence": [ @@ -47142,6 +47204,127 @@ "kind": "创始人官方履历PDF", "summary": "此前读取失败的履历现可读，第1页Appointments列Pulkit Agrawal于2024年5月联合创办Eka Robotics。", "limitation": "仅用第1页文本中的任职/创办记录作为早期业务证据，不声称视觉核对或读完13页，也不当精确公司注册日。创始人其他公司、论文及奖项不转为Eka收入或性能。" + }, + { + "id": "AQ-RUNRATE", + "companyId": "YC30303", + "title": "AfterQuery：收入与合同口径核查", + "url": "https://www.afterquery.com/blog/human-expertise-reimagined", + "publishedAt": "2026-04-09", + "accessedAt": "2026-10-30", + "kind": "公司官方收入声明", + "summary": "官网当前正文自述revenue run rate超过$100m，文章标2026-04-09。", + "limitation": "未写明确经常性ARR，未说明币种、指标具体截至日、年化方法、总额/净额及成本。页面可能后续更新；发表日不当指标截至日，非审计或当前十月收入。" + }, + { + "id": "AQ-SOLUTIONS", + "companyId": "YC30303", + "title": "AfterQuery：收入与合同口径核查", + "url": "https://www.afterquery.com/solutions", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方交付与业务资料", + "summary": "官网提供评估集、定制数据、后训练及驻场部署等服务。", + "limitation": "不同交付可能有不同项目周期与毛利，未取得合同、履约、客户集中度或经常性比例，厂商效果不当独立评测。" + }, + { + "id": "AQ-TERMS", + "companyId": "YC30303", + "title": "AfterQuery：收入与合同口径核查", + "url": "https://www.afterquery.com/terms", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方收费条款", + "summary": "官网条款称收费由单独协议或订单规定。", + "limitation": "未取得价格表或客户合同；Delaware适用法不等主体注册证明，未核精确法律实体、付款与收入确认。" + }, + { + "id": "AQ-DATA", + "companyId": "YC30303", + "title": "AfterQuery：收入与合同口径核查", + "url": "https://www.afterquery.com/data-partnerships", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方采购与授权资料", + "summary": "数据伙伴页说明按范围协商授权和付款，并列样本、去标识与持续合作流程。", + "limitation": "向数据提供方付款属于采购/分成线索，不是AfterQuery收入；介绍奖励、数据许可与销售总额均不能代净收入或利润。" + }, + { + "id": "AQ-CAREERS", + "companyId": "YC30303", + "title": "AfterQuery：收入与合同口径核查", + "url": "https://www.afterquery.com/careers", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方规模线索核查", + "summary": "招聘页显示40个职位，Revenue为其中一个招聘部门。", + "limitation": "职位数不等员工数；Revenue部门的岗位计数不是收入金额。原YC Team Size保留为来源快照，不按岗位数更新。" + }, + { + "id": "CACTUS-TERMS", + "companyId": "YC30510", + "title": "Cactus Compute：收入与合同口径核查", + "url": "https://www.cactuscompute.com/terms", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方收费与运营主体条款", + "summary": "条款列Cactus Compute, Inc.及Needle微调平台；计划按月预付，包含训练、生成与存储额度，自动续订。", + "limitation": "无实际订阅数或收入；Stripe只是收款安排不等平台已连接核验，条款日期不等成立日，UK同名主体与美国公司关系未核。页面数据许可影响企业采购，实际执行未测试。" + }, + { + "id": "CACTUS-HOME", + "companyId": "YC30510", + "title": "Cactus Compute：收入与合同口径核查", + "url": "https://www.cactuscompute.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方模型与产品资料", + "summary": "官网列小型设备模型、微调入口及推理/设备应用介绍。", + "limitation": "下载、星数、合作Logo和厂商性能不作收入或独立能力测试；本轮未安装运行或取得统一公开价格。" + }, + { + "id": "GCL-PARTNER", + "companyId": "YC32190", + "title": "General Context Labs：收入与合同口径核查", + "url": "https://app.rebates.ai/legal/sell-traces", + "publishedAt": "2026-10-22", + "accessedAt": "2026-10-30", + "kind": "合作方原始商业条款", + "summary": "Selltraces条款点名General Context Labs，披露处理成本扣除后的50/50伙伴分成及季度结算安排。", + "limitation": "仅证明合作方公开声明，未取得GCL签署合同或账单；总付款、扣成本后分成、平台实收与贡献者所得不同。条款示例金额不是实际交易，分成比例不是毛利率或ARR。" + }, + { + "id": "GCL-YC-BIZ", + "companyId": "YC32190", + "title": "General Context Labs：收入与合同口径核查", + "url": "https://www.ycombinator.com/companies/general-context-labs", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方产品与业务自述", + "summary": "YC介绍同时提产品和数据集，首个公开产品Instaplay用于社交游戏/应用生成。", + "limitation": "用户、创作者、月活和参考同业估值不是收入；Instaplay业务与数据合作须分别核客户、成本及收入，不把合作方条款代公司完整法律沿革。" + }, + { + "id": "ALLUS-ARR-LEAD", + "companyId": "YC30895", + "title": "Allus AI：收入与合同口径核查", + "url": "https://www.angelsround.com/p/allus", + "publishedAt": "2026-03-25", + "accessedAt": "2026-10-30", + "kind": "第三方融资宣传线索", + "summary": "第三方2026-03-25介绍使用low six figure ARR及每工厂月费的宣传表述。", + "limitation": "未取得该数字原始披露、精确金额、币种、日历截至日或合同；不将模糊六位数补为100000，也不按费率反推客户数/ARR，保持无可用收入数字。" + }, + { + "id": "ALLUS-TERMS", + "companyId": "YC30895", + "title": "Allus AI：收入与合同口径核查", + "url": "https://www.allus.ai/terms", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方条款局部读取", + "summary": "直达页面可读部分列Allus AI Inc.、Atlanta及评估/试用范围。", + "limitation": "直达部分正文呈模板占位，完整条款仅有检索返回，未标全文已核。不能据此确认第三方月费、实际付费试点或收入；责任上限不是营业收入。" } ], "reviews": [ @@ -48745,6 +48928,69 @@ "EKA-MIT-CV-READ" ], "handling": "不新增2025—2026公司，不把官方履历任职月份当工商注册日；融资、估值和演示不作收入或独立能力。" + }, + { + "id": "AQ-R-FINANCE", + "type": "收入定义与商业合同边界复核", + "company": "AfterQuery", + "scope": "companies", + "companyIds": [ + "YC30303" + ], + "summary": "专家数据/评估与训练环境、后训练及部署服务；按单独协议或订单收费，经常性、总额/净额和劳务成本待核", + "evidenceIds": [ + "AQ-RUNRATE", + "AQ-SOLUTIONS", + "AQ-TERMS", + "AQ-DATA", + "AQ-CAREERS" + ], + "handling": "历史收入运行率不等经常性ARR；专家采购、项目交付与数据许可可能影响总额/净额、毛利及客户集中度，需合同和账单验证。 该核查不单独证明财务造假，也不是投资或审计结论。" + }, + { + "id": "CACTUS-R-FINANCE", + "type": "收入定义与商业合同边界复核", + "company": "Cactus Compute", + "scope": "companies", + "companyIds": [ + "YC30510" + ], + "summary": "小型模型/端侧工具加按月预付的微调平台；额度、模型导出与企业合同经济性待核", + "evidenceIds": [ + "CACTUS-TERMS", + "CACTUS-HOME" + ], + "handling": "按月合同提供经常性模式线索，但训练任务、GPU容量与数据许可会影响成本和企业采购；未核实际收入，不由定价、下载或月度条款推ARR。 该核查不单独证明财务造假，也不是投资或审计结论。" + }, + { + "id": "GCL-R-FINANCE", + "type": "收入定义与商业合同边界复核", + "company": "General Context Labs", + "scope": "companies", + "companyIds": [ + "YC32190" + ], + "summary": "Instaplay个人游戏/应用平台及数据产品合作；数据业务涉及处理成本、伙伴分成和结算，具体收费与收入拆分待核", + "evidenceIds": [ + "GCL-PARTNER", + "GCL-YC-BIZ" + ], + "handling": "区分产品用户平台与数据合作；按公开伙伴条款检查客户总付款、成本扣除、分成和到账时间，不能把示例当交易或把分成当毛利。 该核查不单独证明财务造假，也不是投资或审计结论。" + }, + { + "id": "ALLUS-R-FINANCE", + "type": "收入定义与商业合同边界复核", + "company": "Allus AI", + "scope": "companies", + "companyIds": [ + "YC30895" + ], + "summary": "官方/第三方资料的收入口径尚未补齐", + "evidenceIds": [ + "ALLUS-ARR-LEAD", + "ALLUS-TERMS" + ], + "handling": "仅有第三方模糊宣传和局部官方条款；不补数值，不用工厂月费反推客户，保持收入未知。 该核查不单独证明财务造假，也不是投资或审计结论。" } ], "coverage": { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 856b90b..224d0fc 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-25", + "version": "2026-10-30-26", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "目录基础项累计179条主营分类人工复核；本轮补核C01中余下15条规则初分，8条按实际业务移类。继续核其他规则初分、具体产品与财务缺项，不把领域分类当独立能力或收入验证。", + "nextCheck": "本轮3条原目录记录深化为商业/收入个案并保留原来源；当前目录基础项176条主营分类人工复核。继续核其余规则初分及财务缺项，不把分类、收入运行率或月度合同直接当可比ARR。", "limitation": "批次不等于成立年；不代表全部公司" }, { diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f8e714a..9a13bef 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-model-taxonomy-1", + "sourceVersion": "2026-10-30-income-boundaries-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 28ced713dc0baa7c110531fcfe2b5d6e8e2e52f3 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 20:22:00 +0800 Subject: [PATCH 6/9] Preserve unspecified period of the AfterQuery run-rate claim --- content/research/ai-companies.seed.json | 11 +++++------ content/research/ai-income-analysis.json | 2 +- 2 files changed, 6 insertions(+), 7 deletions(-) diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index f41789e..77eef01 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-income-boundaries-1", + "version": "2026-10-30-income-boundaries-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": [ @@ -2871,7 +2871,7 @@ "business": "为前沿模型研发整理和提供训练数据解决方案。", "buyer": "基础模型研发团队", "delivery": "官方列评估、数据、后训练和驻场交付；合同、验收与实际付费结构未核。", - "notes": "保留官网历史收入运行率线索；经常性ARR、实际截至日和币种仍未明确，不作为十月现状或可比样本。专家及数据采购、项目与许可收入须拆分；融资、估值和招聘数排除。", + "notes": "保留官网历史收入运行率线索；运行率周期、经常性ARR、实际截至日和币种仍未明确，不补成年化收入，不作为十月现状或可比样本。专家及数据采购、项目与许可收入须拆分；融资、估值和招聘数排除。", "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": "费用由单独协议或订单约定，本轮未取得统一价表", @@ -32205,10 +32205,9 @@ "evidence": "AQ-RUNRATE", "scope": "公司整体", "selection": "historical", - "reason": "收入运行率未展开经常性、年化与总额/净额定义；无明确当前截至日和币种，不进ARR或MRR比较组", + "reason": "原文未展开运行率周期、经常性及总额/净额定义；无明确指标截至日和币种，不补成年化收入或ARR，不进MRR比较组", "bound": ">", - "comparisonGroup": null, - "metric": "annualized-revenue" + "comparisonGroup": null } ], "evidence": [ @@ -47214,7 +47213,7 @@ "accessedAt": "2026-10-30", "kind": "公司官方收入声明", "summary": "官网当前正文自述revenue run rate超过$100m，文章标2026-04-09。", - "limitation": "未写明确经常性ARR，未说明币种、指标具体截至日、年化方法、总额/净额及成本。页面可能后续更新；发表日不当指标截至日，非审计或当前十月收入。" + "limitation": "未写明确经常性ARR，未说明币种、运行率周期、指标具体截至日、计算方法、总额/净额及成本。页面可能后续更新；发表日不当指标截至日，非审计或当前十月收入。" }, { "id": "AQ-SOLUTIONS", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 9a13bef..d2fc7c5 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-income-boundaries-1", + "sourceVersion": "2026-10-30-income-boundaries-2", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 4f1d3caafdcf872666696f9203172bcadac69296 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 20:40:17 +0800 Subject: [PATCH 7/9] Expand Chinese candidates and audit data-vendor revenue evidence --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 20 +- content/research/ai-companies.seed.json | 553 +++++++++++++++++++-- content/research/ai-companies.sources.json | 21 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 548 insertions(+), 54 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 93d5fd7..afe6f44 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ async function main() { assert.equal(researchResponse.status, 200, "authenticated research API"); assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store")); const research = await researchResponse.json(); - assert.equal(research.companies.length, 1026); + assert.equal(research.companies.length, 1028); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1374); - assert.equal(research.observations.length, 190); + assert.equal(research.evidence.length, 1392); + assert.equal(research.observations.length, 191); 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 6d78318..6de2fcb 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, 1026); - assert.equal(initial.evidence.length, 1374); - assert.equal(initial.observations.length, 190); + assert.equal(initial.companies.length, 1028); + assert.equal(initial.evidence.length, 1392); + assert.equal(initial.observations.length, 191); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); @@ -64,9 +64,9 @@ test("research validation rejects broken evidence and unsafe source links", () = test("reviews link explicit companies without turning global or excluded cases into companies", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 68); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 73); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 34); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 35); 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")!), []); @@ -85,11 +85,11 @@ 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), 1026); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1028); assert.equal(summary.reduce((n, c) => n + c.self, 0), 27); - assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 1); + assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 982); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 983); 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")); @@ -97,7 +97,7 @@ 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, 22); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 27); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 7); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -307,7 +307,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 8); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 9); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 77eef01..937caac 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-income-boundaries-2", + "version": "2026-10-30-cn-data-quality-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": [ @@ -2401,24 +2401,38 @@ "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。", + "notes": "官网卖家收益展示、任务数量和采用企业数均无公司收入凭证，不纳为HUD收入；平台佣金、环境销售和服务合同边界待核。", "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", - "sourceType": "YC官方页面中的公司自述", + "price": "未取得公开统一费率或合同；首页收益展示不是产品价格", + "stage": "产品平台及销售入口公开；实际付费规模和收入未知", + "sourceType": "YC及公司官网产品与收益展示补核", "evidenceIds": [ - "YC-E-30254" + "YC-E-30254", + "HUD-HOME", + "HUD-PROFILE" ], "revenueStatus": "unknown", - "profileOnly": true, + "profileOnly": false, "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", "B2B", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "RL环境开发/运行平台与数据销售入口；实际平台费、佣金及卖家/平台总净收入需按合同核实", + "entityBasis": "YC关联HUD品牌和hud.ai；DataVendor为官网销售入口，不据入口或卖家展示推独立法律主体或合并收入。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读环境构建、任务追踪和QA功能介绍；没有运行SDK、验证统计或测试奖励审计效果。", + "evidenceIds": [ + "HUD-HOME", + "HUD-PROFILE" + ] + } }, { "id": "YC30260", @@ -4911,26 +4925,41 @@ "year": 2025, "team": 8, "location": "San Francisco", - "business": "公司简介：Voice data 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。", + "business": "收集、标注并授权语音交互数据，为语音模型和Agent训练/评估提供数据。", + "buyer": "语音模型、语音Agent及多模态研发团队", + "delivery": "官网及YC说明语音数据和研究产品，实际合同、交付与估算收入未核。", + "notes": "只有第三方2025年年收入估算，不是公司自报ARR或当前收入；估算方法、币种、总额/净额及时间覆盖留缺。与同名服装企业分开。", "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", - "sourceType": "YC官方页面中的公司自述", + "price": "YC称灵活授权，官网提供数据采购联系；未取得统一价表", + "stage": "公开数据产品；收入仅第三方历史估算，未审计", + "sourceType": "YC与官方产品补核，第三方估算单列", "evidenceIds": [ - "YC-E-30500" + "YC-E-30500", + "BS-PROFILE", + "BS-HOME", + "BS-LATKA" ], - "revenueStatus": "unknown", - "profileOnly": true, - "classificationBasis": "目录标签的规则初分", + "revenueStatus": "estimate", + "profileOnly": false, + "classificationBasis": "2026-10-30人工复核YC和官网：交付为语音数据与训练环境，保留C02；非直接语音模型收入。", "directoryTags": [ "AIOps", "Data Labeling", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "语音数据授权、标注与训练环境；许可、项目服务与劳务成本需拆分，实际费率和经常性未知", + "entityBasis": "YC链接besimple.ai，业务与创始人对应；精确登记主体未核，不将同名服装企业财务并入。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读语音数据和研究自述；未检查数据集许可、下载材料或复现基准，不授予独立能力评级。", + "evidenceIds": [ + "BS-HOME", + "BS-PROFILE" + ] + } }, { "id": "YC30501", @@ -5762,26 +5791,41 @@ "year": 2025, "team": 4, "location": "San Francisco", - "business": "公司简介：Real-world company data for 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。", + "business": "帮助企业将运营数据及真实工作记录转为AI训练/评估数据并授权。", + "buyer": "AI实验室与模型团队；数据提供企业作为供给方", + "delivery": "官网介绍范围协商、数据处理和授权流程；实际合同、交付和收入未核。", + "notes": "客户潜在数据价值、提供方许可收入和Sureform平台收入不同；不把估价范围当公司收入，不与同名表单软件并表。", "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", - "sourceType": "YC官方页面中的公司自述", + "price": "估价取决于数据范围和需求，本轮未取得平台费率；客户估价不作平台订阅价", + "stage": "公开数据授权业务流程；具体成交与收入未知", + "sourceType": "YC及官方产品/条款补核", "evidenceIds": [ - "YC-E-30561" + "YC-E-30561", + "SF-HOME", + "SF-PROFILE", + "SF-TERMS" ], "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和官网：提供训练数据授权与处理，保留C02，不按机器人采集场景归本体厂商。", "directoryTags": [ "Marketplace", "Data Labeling", "AI" - ] + ], + "directoryOrigin": "yc-2025-2026", + "businessModel": "连接企业数据供给与AI买方的数据授权业务；平台费、分成、数据成本和经常性需实际合同验证", + "entityBasis": "官网页脚列Atom Copilot, Corp.；YC链接Sureform品牌，法律沿革和成立时间未独立注册核验。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读采集、去标识和交付流程；未测试处理管道、读取数据集或验证安全承诺。", + "evidenceIds": [ + "SF-HOME", + "SF-PROFILE" + ] + } }, { "id": "YC30562", @@ -29127,6 +29171,77 @@ "ELORIAN-SUPPORT" ] } + }, + { + "team": null, + "revenueStatus": "unknown", + "price": "本轮未取得统一公开价格或已签客户合同", + "sourceType": "中文发现线索与政府/公司公开原始资料补核", + "id": "AI083", + "name": "清析智研（CleerScience）", + "url": "https://www.cleerscience.com/", + "cat": "C07", + "year": 2026, + "location": "中国北京；政府调研所指企业", + "business": "科学智能与新材料研发，面向材料性质预测、表征分析和工艺优化。", + "buyer": "材料产业研发团队、高校和科研机构", + "delivery": "政府调研记录介绍产品与合作，自主实验室建设仍在推进；本轮未测试或核商业交付。", + "notes": "成立2026据北京市经信局调研中的企业介绍，精确注册日未知。官网读取留缺，36氪当前正文未确认检索中的公司名。融资、研发项目和合作不当收入。", + "cohort": "2026年成立（政府调研记录中的企业自述）；精确注册未核", + "teamBasis": "未取得完整员工数，不从创始人、合作团队或融资规模推人数", + "stage": "研发与产业合作公开；实际合同、收入及独立性能待核", + "evidenceIds": [ + "KR-CLEER", + "CLEER-GOV", + "CLEER-HOME-ACCESS" + ], + "businessModel": "科学AI模型软件与研发解决方案；模型服务、实验及工程交付的合同与成本结构待核", + "entityBasis": "政府材料列北京清析智研科技有限公司；CleerScience品牌官网本轮不可读，网站主体归属与精确登记仍需补核。", + "classificationBasis": "按材料科研与工艺研发工作归C07；研发世界模型的愿景不自动等通用模型主营。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读政府调研中的企业技术介绍；没有官网完整材料、独立测试或可核代码/模型评审。", + "evidenceIds": [ + "CLEER-GOV" + ] + } + }, + { + "team": null, + "revenueStatus": "unknown", + "price": "本轮未取得统一公开价格或已签客户合同", + "sourceType": "中文发现线索与政府/公司公开原始资料补核", + "id": "AI084", + "name": "星源智", + "url": "https://xyz-eai.com/", + "cat": "C10", + "year": 2025, + "location": "中国北京亦庄；公开总部迁入信息", + "business": "为多类机器人提供具身大脑、世界模型及端侧算力/部署方案。", + "buyer": "机器人厂商及产业场景集成客户；具体付费客户未核", + "delivery": "官网披露具身大脑、算力产品及装卸方案发布；本轮未测试或核实际验收。", + "notes": "政府园区材料列2025年8月成立，官网自述8月1日；精确注册未独立查询。三年战略订单、融资和客户覆盖宣传不作当前收入或ARR。", + "cohort": "2025年8月成立；官网自述日为2025-08-01，注册未独立核验", + "teamBasis": "未取得完整员工数，不把技术团队背景或客户覆盖比例当团队人数", + "stage": "产品和场景方案公开；模型/硬件/集成的合同、验收和财务待核", + "evidenceIds": [ + "KR-XYZ", + "XYZ-GOV", + "XYZ-ABOUT" + ], + "businessModel": "机器人具身大脑、端侧算力及方案交付；模型许可、硬件和集成服务需分业务核收入", + "entityBasis": "官网列北京星源智机器人科技有限公司，政府园区资料对应；不并入智源研究院、智谱或同名企业历史。", + "classificationBasis": "按机器人具身大脑与部署任务归C10，模型架构不是独立能力排名。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读具身大脑与端侧产品自述和公开园区介绍；没有独立模型/机器人测试。", + "evidenceIds": [ + "XYZ-ABOUT", + "XYZ-GOV" + ] + } } ], "observations": [ @@ -32208,6 +32323,21 @@ "reason": "原文未展开运行率周期、经常性及总额/净额定义；无明确指标截至日和币种，不补成年化收入或ARR，不进MRR比较组", "bound": ">", "comparisonGroup": null + }, + { + "id": "BS-O-LATKA-2025", + "company": "YC30500", + "name": "Besimple AI", + "kind": "第三方估算年收入，非公司披露ARR", + "value": 440000, + "unit": "原文$，币种待核", + "timing": "估算标2025年9月；年度覆盖未展开，页面更新2026-08-10，2026-10-30读取", + "evidence": "BS-LATKA", + "scope": "公司整体", + "selection": "historical-estimate", + "reason": "第三方EST，未取得估算底表或原始收入凭据；非经常性ARR、非同期实报数，不进入可比样本", + "bound": "约", + "comparisonGroup": null } ], "evidence": [ @@ -47324,6 +47454,204 @@ "kind": "公司官方条款局部读取", "summary": "直达页面可读部分列Allus AI Inc.、Atlanta及评估/试用范围。", "limitation": "直达部分正文呈模板占位，完整条款仅有检索返回，未标全文已核。不能据此确认第三方月费、实际付费试点或收入；责任上限不是营业收入。" + }, + { + "id": "BS-PROFILE", + "companyId": "YC30500", + "title": "Besimple：公司与交付核查", + "url": "https://www.ycombinator.com/companies/besimple-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司自述", + "summary": "YC关联besimple.ai、Yi Zhong及Bill Wang，描述语音数据收集、标注与授权。", + "limitation": "自报数据时长、创始人旧工作与用户效果不当收入；不同于同名印度服装或法国公司。" + }, + { + "id": "BS-HOME", + "companyId": "YC30500", + "title": "Besimple：官方产品资料", + "url": "https://besimple.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品材料", + "summary": "官网提供语音交互数据、训练环境及研究介绍，并提供数据采购联系入口。", + "limitation": "未取得公司收入、统一公开价或客户合同；数据量、基准与模型训练声明未独立测试。" + }, + { + "id": "BS-LATKA", + "companyId": "YC30500", + "title": "Besimple：第三方收入估算口径", + "url": "https://getlatka.com/companies/besimple.ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "第三方模型估算", + "summary": "公开页将2025年9月年收入估为约$440k，标EST并说明公司未公布自身收入；页面更新2026-08-10。", + "limitation": "不是公司披露ARR或审计数，未取得估算底表；币种和年度覆盖未展开。员工4人为较早目录时点，不覆盖当前YC团队8人；不把估算页与原始采访混用。" + }, + { + "id": "HUD-HOME", + "companyId": "YC30254", + "title": "HUD：首页收益展示与公司收入区分", + "url": "https://www.hud.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品与展示资料", + "summary": "官网介绍环境SDK、任务追踪、QA及DataVendor销售入口，并展示卖家月度收益和销售金额。", + "limitation": "页面展示无可核卖家身份、交易凭证或公司整体收入证明；不将展示收益、任务运行量、推理调用量计入HUD收入或ARR。未运行SDK。" + }, + { + "id": "HUD-PROFILE", + "companyId": "YC30254", + "title": "HUD：官方目录补查", + "url": "https://www.ycombinator.com/companies/hud", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司自述", + "summary": "YC描述RL环境/数据平台及50多家企业使用，关联hud.ai。", + "limitation": "采用企业数不等付费客户数，卖家收入与平台佣金需拆分，未取得当前合同、费率或实际收入。" + }, + { + "id": "SF-HOME", + "companyId": "YC30561", + "title": "Sureform：客户数据价值不等平台收入", + "url": "https://www.sureformhq.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品资料", + "summary": "官网协助企业按范围授权运营数据，给出客户数据可能价值$50k—$4m+，收入归属描述为数据提供企业获许可款。", + "limitation": "潜在数据估价不是Sureform收入或成交额；不是保证报价、合同或ARR，不按范围中点或上限估收入。" + }, + { + "id": "SF-PROFILE", + "companyId": "YC30561", + "title": "Sureform：目录与产品沿革", + "url": "https://www.ycombinator.com/companies/sureform", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "YC官方公司自述", + "summary": "YC描述企业运营数据与机器人/世界模型训练数据业务，关联Sureform创始人及sureformhq.com。", + "limitation": "旧发布的实体数据采集与当前运营数据授权分别保留，未证实收入结构变化；不与sureform.app表单软件混用。" + }, + { + "id": "SF-TERMS", + "companyId": "YC30561", + "title": "Sureform：平台条款与实体线索", + "url": "https://www.sureformhq.com/terms", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方合同资料", + "summary": "官方条款入口与页脚关联Atom Copilot, Corp.，网站用于洽谈数据授权合作。", + "limitation": "本轮未取得双方签署商业合同或费率，不从条款发布日期推法律成立日，Sureform品牌与实体沿革仍需登记补核。" + }, + { + "id": "KR-CLEER", + "companyId": "AI083", + "title": "清析智研：36氪检索发现与正文差异", + "url": "https://www.36kr.com/p/4043538991797379", + "publishedAt": "2026-10-27", + "accessedAt": "2026-10-30", + "kind": "中文媒体检索发现", + "summary": "检索返回清析智研线索，但当前直达文章未找到公司名。", + "limitation": "不声称原文已确认该条目；成立与业务另据独立政府调研材料，媒体关联继续留缺。" + }, + { + "id": "KR-XYZ", + "companyId": "AI084", + "title": "星源智：中文媒体发现", + "url": "https://eu.36kr.com/zh/p/3953252758748295", + "publishedAt": "2026-08-24", + "accessedAt": "2026-10-30", + "kind": "中文媒体公开授权转载", + "summary": "36氪欧洲站可读中国企业家杂志文章的星源智相关段落。", + "limitation": "转载与公司原始声明分开；融资、出货、POC、市场预测和效果宣传不是收入，未读遍两年档案。" + }, + { + "id": "KR-SIMPLE", + "companyId": null, + "title": "深朴智能：报道与登记年份差异", + "url": "https://www.36kr.com/p/4043850978367360", + "publishedAt": "2026-10-28", + "accessedAt": "2026-10-30", + "kind": "中文媒体平台发表文章", + "summary": "芯智能头条在36氪发布的文章把深朴智能列为2025成立。", + "limitation": "以交易当事方原始公告所列2024登记另核，不将融资或产品发布当新成立；不复刻20家公司清单。" + }, + { + "id": "KR-AIMOGA", + "companyId": null, + "title": "墨甲机器人：中文媒体发现", + "url": "https://eu.36kr.com/zh/p/3954273153586820", + "publishedAt": "2026-08-25", + "accessedAt": "2026-10-30", + "kind": "中文媒体公开转载", + "summary": "文章将墨甲公司成立与机器人交付、售价、产能并列介绍。", + "limitation": "仅作候选发现；公司、母公司与早期机器人项目沿革未补核，交付量乘价格不是收入或ARR。" + }, + { + "id": "CLEER-GOV", + "companyId": "AI083", + "title": "清析智研：政府原始调研记录", + "url": "https://jxj.beijing.gov.cn/ztzl/ywzt/hbjh/hbdt/hbdt/202609/t20260918_4870458.html", + "publishedAt": "2026-09-18", + "accessedAt": "2026-10-30", + "kind": "政府官方调研记录", + "summary": "北京市经信局调研北京清析智研科技有限公司，记录企业自述2026成立及材料预测、表征和工艺优化业务。", + "limitation": "政府调研中的企业介绍不是工商独立审计或技术评测，精确成立日、商业合同、团队和收入未知。" + }, + { + "id": "CLEER-HOME-ACCESS", + "companyId": "AI083", + "title": "清析智研：官网访问缺项", + "url": "https://www.cleerscience.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方入口读取核查", + "summary": "官网本轮读取超时；品牌新闻页亦无可读正文。", + "limitation": "不记为已读官网或完整法律主体核验，当前成立与业务以政府调研记录为依据。" + }, + { + "id": "XYZ-GOV", + "companyId": "AI084", + "title": "星源智：政府公开园区记录", + "url": "https://kw.beijing.gov.cn/xwdt/kcyx/xwdtyqqy/202610/t20261014_4900927.html", + "publishedAt": "2026-10-14", + "accessedAt": "2026-10-30", + "kind": "政府官方园区资料", + "summary": "北京市科委公开园区报道列北京星源智机器人科技有限公司2025年8月成立、机器人具身大脑及端侧部署业务。", + "limitation": "页面注明来源亦城时报；成立为公开介绍非工商底档，融资、覆盖比例和演示记录不作公司收入或独立能力等级。" + }, + { + "id": "XYZ-ABOUT", + "companyId": "AI084", + "title": "星源智：公司官方沿革", + "url": "https://xyz-eai.com/about.html", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方成立与产品资料", + "summary": "官网自述2025-08-01成立，介绍通用具身大脑、端侧算力及装卸方案。", + "limitation": "精确日为公司自述未独立核登记；战略三年订单目标、融资和产品发布不等已确认收入或ARR。" + }, + { + "id": "SIMPLE-CNINFO", + "companyId": null, + "title": "深朴智能：交易当事方工商资料", + "url": "https://static.cninfo.com.cn/finalpage/2026-09-23/1225577942.PDF", + "publishedAt": "2026-09-23", + "accessedAt": "2026-10-30", + "kind": "交易当事方原始公告PDF", + "summary": "美芝股份重整投资协议公告第4页列北京深朴智能科技有限公司及成立日期2024-10-18。", + "limitation": "只用相关页文字核登记线索，不声称读完41页或独立工商查询；标的上市公司财务、重组保证金和出资额不当深朴收入。" + }, + { + "id": "AIMOGA-HOME", + "companyId": null, + "title": "墨甲机器人：公司官方产品与主体入口", + "url": "https://www.aimoga-robot.com/cn/zh/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方产品资料", + "summary": "官网展示人形/四足产品，页脚列安徽墨甲智创机器人科技有限公司。", + "limitation": "本轮可读入口未取得原始成立日期；母公司历史、出货、售价、产能和计划不直接填入收入。" } ], "reviews": [ @@ -48990,6 +49318,99 @@ "ALLUS-TERMS" ], "handling": "仅有第三方模糊宣传和局部官方条款；不补数值，不用工厂月费反推客户，保持收入未知。 该核查不单独证明财务造假，也不是投资或审计结论。" + }, + { + "id": "BS-R-ESTIMATE", + "type": "数据供应商收入与归属口径核查", + "company": "Besimple AI", + "scope": "companies", + "companyIds": [ + "YC30500" + ], + "summary": "语音数据授权、标注与训练环境；许可、项目服务与劳务成本需拆分，实际费率和经常性未知", + "evidenceIds": [ + "BS-PROFILE", + "BS-HOME", + "BS-LATKA" + ], + "handling": "估计值保留为历史第三方年收入，时间、币种和方法留缺；不当ARR或十月现状，不转移其他同名公司财务。 该核查不单独证明财务造假。" + }, + { + "id": "HUD-R-EARNINGS", + "type": "数据供应商收入与归属口径核查", + "company": "HUD", + "scope": "companies", + "companyIds": [ + "YC30254" + ], + "summary": "RL环境开发/运行平台与数据销售入口；实际平台费、佣金及卖家/平台总净收入需按合同核实", + "evidenceIds": [ + "HUD-HOME", + "HUD-PROFILE" + ], + "handling": "卖家收益展示、任务与调用量不当平台收入；实际费率、真实交易和平台/卖家总净口径待核，未新增收入观测。 该核查不单独证明财务造假。" + }, + { + "id": "SF-R-VALUATION", + "type": "数据供应商收入与归属口径核查", + "company": "Sureform", + "scope": "companies", + "companyIds": [ + "YC30561" + ], + "summary": "连接企业数据供给与AI买方的数据授权业务；平台费、分成、数据成本和经常性需实际合同验证", + "evidenceIds": [ + "SF-HOME", + "SF-PROFILE", + "SF-TERMS" + ], + "handling": "数据供给方估价与平台收入分开；不能从潜在价值范围反推收入、毛利或ARR，实际合同待核。 该核查不单独证明财务造假。" + }, + { + "id": "AI083-R-SCOPE", + "type": "中文新公司成立与商业边界核查", + "company": "清析智研（CleerScience）", + "scope": "companies", + "companyIds": [ + "AI083" + ], + "summary": "科学AI模型软件与研发解决方案；模型服务、实验及工程交付的合同与成本结构待核", + "evidenceIds": [ + "KR-CLEER", + "CLEER-GOV", + "CLEER-HOME-ACCESS" + ], + "handling": "成立2026据北京市经信局调研中的企业介绍，精确注册日未知。官网读取留缺，36氪当前正文未确认检索中的公司名。融资、研发项目和合作不当收入。 未取得可用公司收入，不新增数值观测。" + }, + { + "id": "AI084-R-SCOPE", + "type": "中文新公司成立与商业边界核查", + "company": "星源智", + "scope": "companies", + "companyIds": [ + "AI084" + ], + "summary": "机器人具身大脑、端侧算力及方案交付；模型许可、硬件和集成服务需分业务核收入", + "evidenceIds": [ + "KR-XYZ", + "XYZ-GOV", + "XYZ-ABOUT" + ], + "handling": "政府园区材料列2025年8月成立，官网自述8月1日；精确注册未独立查询。三年战略订单、融资和客户覆盖宣传不作当前收入或ARR。 未取得可用公司收入，不新增数值观测。" + }, + { + "id": "KR-R-CANDIDATE-GAPS", + "type": "中文媒体年份与主体缺项复核", + "company": "深朴智能及墨甲机器人候选", + "scope": "excluded-candidate", + "summary": "深朴据交易当事方登记资料归2024既有公司，墨甲原始成立和母公司项目沿革继续待核。", + "evidenceIds": [ + "KR-SIMPLE", + "SIMPLE-CNINFO", + "KR-AIMOGA", + "AIMOGA-HOME" + ], + "handling": "媒体与工商日期分别保存，不将融资、重组、品牌或机器人发布当新成立。发现页可读不代表所有候选完成财务或技术审查。" } ], "coverage": { @@ -50325,6 +50746,76 @@ "note": "MIT托管创始人履历第1页列2024年5月联合创办Eka Robotics，按早于2025的既有业务排除；不是精确注册证明。此前访问失败记录保留，不把2026融资或模型发布当新成立。" } ] + }, + { + "id": "KR-2026-targeted-1", + "sourceId": "S11", + "url": "https://www.36kr.com/p/4043538991797379", + "accessedAt": "2026-10-30", + "scope": "四项定向检索与相关段落补查：2项据独立原始资料关联公司，1项范围外，1项成立待核；清析智研与发现文章的正文关联未确认，保留检索/直达差异。不是四篇全文、榜单或两年档案覆盖。", + "complete": false, + "records": [ + { + "id": "KR26-01", + "name": "清析智研", + "url": "https://www.36kr.com/p/4043538991797379", + "categoryId": "C07", + "kind": "company", + "profileStatus": "archive-only", + "status": "linked", + "companyId": "AI083", + "evidenceIds": [ + "KR-CLEER", + "CLEER-GOV", + "CLEER-HOME-ACCESS" + ], + "note": "检索摘要发现但当前直达未找到公司名；成立及业务由独立政府调研补证，官网不可读和媒体关联留缺。" + }, + { + "id": "KR26-02", + "name": "星源智", + "url": "https://eu.36kr.com/zh/p/3953252758748295", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "companyId": "AI084", + "evidenceIds": [ + "KR-XYZ", + "XYZ-GOV", + "XYZ-ABOUT" + ], + "note": "中文转载相关段落可读，成立另据政府与公司原始沿革；融资、三年目标和发布不当收入。" + }, + { + "id": "KR26-03", + "name": "深朴智能", + "url": "https://www.36kr.com/p/4043850978367360", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "evidenceIds": [ + "KR-SIMPLE", + "SIMPLE-CNINFO" + ], + "note": "文章列2025，交易当事方原始公告列2024-10-18登记，按范围外公司排除；保留年份差异，不把上市标的财务归新业务。" + }, + { + "id": "KR26-04", + "name": "墨甲机器人（AiMOGA）", + "url": "https://eu.36kr.com/zh/p/3954273153586820", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "evidenceIds": [ + "KR-AIMOGA", + "AIMOGA-HOME" + ], + "note": "官网产品与运营名称可读，媒体2025成立尚待原始登记/沿革补核；母公司项目史、出货乘售价、产能及目标不作收入。" + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 224d0fc..b53fb18 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-26", + "version": "2026-10-30-27", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -15,7 +15,7 @@ ], "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", - "nextCheck": "本轮3条原目录记录深化为商业/收入个案并保留原来源；当前目录基础项176条主营分类人工复核。继续核其余规则初分及财务缺项，不把分类、收入运行率或月度合同直接当可比ARR。", + "nextCheck": "原新增目录中22条深化为个案并保留来源；当前基础项175条主营分类人工复核。继续核其余资料与财务缺项，估算、卖家收益展示和数据供给方估价不当公司ARR。", "limitation": "批次不等于成立年；不代表全部公司" }, { @@ -214,15 +214,16 @@ "name": "36氪", "url": "https://www.36kr.com/", "role": "reporting", - "status": "access-limited", + "status": "targeted", "hosts": [ "www.36kr.com", - "36kr.com" + "36kr.com", + "eu.36kr.com" ], "initialAccess": "安全检测，内容未核验", - "boundary": "2026-10-30仍返回安全检测页面，未把首页作为已读文章。", - "nextCheck": "使用可公开读取的具体文章或其他原始来源；不绕过访问保护。", - "limitation": "暂不作为已读取内容证据", + "boundary": "此前首页安全检测仍保留；本轮4项定向检索及相关段落补查，2项据政府/公司材料关联、1项按原始登记归范围外、1项年份待核。清析检索与直达正文不一致未确认关联，其他文章为平台发布/授权转载，不代表两年全量。", + "nextCheck": "补核墨甲原始成立与母公司项目沿革、清析发现文章关联及未读正文；继续建两年公开文章台账，不绕过访问保护。", + "limitation": "仅核具体相关段落，检索和直达差异、转载与原始披露分别记录。", "accessRecheckedAt": "2026-10-30" }, { @@ -285,9 +286,11 @@ "url": null, "role": "supplement", "status": "targeted", - "hosts": [], + "hosts": [ + "getlatka.com" + ], "initialAccess": "见具体证据访问记录", - "boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。", + "boundary": "未归入上述来源的公开材料按原始证据链接逐条保留；不视为新增已批准的完整候选池。 本轮读取GetLatka单页历史年收入估算，方法底表未取得，不视为新增完整候选池。", "nextCheck": "逐项核来源归属、可靠性及可读正文，不能将搜索摘要当全文。", "limitation": "来源可读不等于声明已独立验证。" } diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index d2fc7c5..5f6ae52 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-income-boundaries-2", + "sourceVersion": "2026-10-30-cn-data-quality-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From deadd24dce63d70b2a48bcacf0311af2d4ecf7d0 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 20:50:58 +0800 Subject: [PATCH 8/9] Verify AiMOGA founding and preserve interim revenue disclosure --- apps/docs/scripts/auth-cli.ts | 6 +- .../docs/src/components/AICompanyResearch.tsx | 12 +- apps/docs/tests/research.test.ts | 14 +-- content/research/ai-companies.seed.json | 119 ++++++++++++++++-- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- scripts/audit-ai-research.py | 4 +- 7 files changed, 129 insertions(+), 34 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index afe6f44..10a7ac2 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -182,10 +182,10 @@ async function main() { assert.equal(researchResponse.status, 200, "authenticated research API"); assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store")); const research = await researchResponse.json(); - assert.equal(research.companies.length, 1028); + assert.equal(research.companies.length, 1029); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1392); - assert.equal(research.observations.length, 191); + assert.equal(research.evidence.length, 1394); + assert.equal(research.observations.length, 192); 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 2bf970e..21070d5 100644 --- a/apps/docs/src/components/AICompanyResearch.tsx +++ b/apps/docs/src/components/AICompanyResearch.tsx @@ -7,9 +7,9 @@ import { const pageSize = 12; const evidencePageSize = 30; -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 revenueLabels = { self: "企业披露，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 = { - 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", + platform: "支付平台记录", signal: "企业披露信号", 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", technical: "第三方技术评测", crosscheck: "同一里程碑的其他资料", }; @@ -138,7 +138,7 @@ export default function AICompanyResearch() { - +

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
@@ -154,14 +154,14 @@ 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。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。

+

企业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；企业披露含公司或交易当事方公开材料，披露主体与审计状态见证据。多为异时点历史里程碑，期间收入不直接年化，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
+
{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
业务分类企业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 && }} diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 6de2fcb..296e405 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, 1028); - assert.equal(initial.evidence.length, 1392); - assert.equal(initial.observations.length, 191); + assert.equal(initial.companies.length, 1029); + assert.equal(initial.evidence.length, 1394); + assert.equal(initial.observations.length, 192); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); assert.deepEqual(readResearchSnapshot(), initial, "reopening does not duplicate records"); @@ -64,7 +64,7 @@ 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, 73); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 74); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 35); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -85,8 +85,8 @@ 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), 1028); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 27); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1029); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 28); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 16); assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 983); @@ -97,7 +97,7 @@ 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, 27); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 28); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 7); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 937caac..aeacd85 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-cn-data-quality-1", + "version": "2026-10-30-aimoga-filing-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": [ @@ -29242,6 +29242,43 @@ "XYZ-GOV" ] } + }, + { + "id": "AI085", + "name": "墨甲机器人（AiMOGA）", + "url": "https://www.aimoga-robot.com/cn/zh/", + "cat": "C10", + "year": 2025, + "team": null, + "location": "中国安徽芜湖；官网另列深圳地址", + "business": "研发和销售人形、四足及场景服务机器人，结合大模型交互、感知控制与行业系统集成。", + "buyer": "汽车门店、交通治理、医疗和其他场景客户；付费与关联客户构成未核", + "delivery": "官网和展商资料展示机器人产品及场景部署；未独立测试或核验交付、验收与收入确认。", + "notes": "伯特利2026-002增资公告列成立2025-01-07，2025年1—9月营业收入302.85万元人民币、未经审计。是历史期间收入，不是ARR；不并入奇瑞或其他股东财务，不由出货乘售价推收入。", + "cohort": "2025-01-07成立，依据交易当事方上市公告；母公司更早机器人项目不作为新公司成立年", + "teamBasis": "未取得公司完整员工数，不继承母公司团队规模", + "price": "未取得统一成交价或机器人/软件/服务分拆合同", + "stage": "公开产品与部署自述；已有历史期间营业收入披露，财务未经审计", + "sourceType": "中文发现线索、公司官网、展商自述及交易当事方上市公告", + "revenueStatus": "self", + "evidenceIds": [ + "KR-AIMOGA", + "AIMOGA-HOME", + "AIMOGA-CNINFO", + "AIMOGA-WRC" + ], + "businessModel": "机器人硬件、场景集成与软件服务；持续订阅和一次性交付的收入分拆未知", + "entityBasis": "安徽墨甲智创机器人科技有限公司，公告列统一社会信用代码91340200MAE9B9LN7P；增资前奇瑞汽车全资持有，当前股权比例另需核，不与母公司和投资人合并。", + "classificationBasis": "按具身机器人产品和场景交付归C10，母公司供应链与机器人演示不等独立技术评测。", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-30", + "summary": "已读官网及世界机器人大会展商自述；未独立运行机器人、测试模型或验收场景。", + "evidenceIds": [ + "AIMOGA-HOME", + "AIMOGA-WRC" + ] + } } ], "observations": [ @@ -32338,6 +32375,22 @@ "reason": "第三方EST，未取得估算底表或原始收入凭据；非经常性ARR、非同期实报数，不进入可比样本", "bound": "约", "comparisonGroup": null + }, + { + "id": "AIMOGA-O-2025-9M", + "company": "AI085", + "name": "墨甲机器人（AiMOGA）", + "kind": "2025年1—9月营业收入，未经审计", + "value": 3028500, + "unit": "CNY（人民币元；原表302.85万元）", + "timing": "2025年1—9月期间收入；2026-01-01公告，2026-10-30读取", + "observedAt": "2025-09-30", + "evidence": "AIMOGA-CNINFO", + "scope": "安徽墨甲智创机器人科技有限公司", + "selection": "historical", + "reason": "投资人上市公告披露标的期间收入，未经审计；不是ARR、MRR或年化收入，不与母公司、股东和融资金额混合，不进可比样本", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -47578,14 +47631,14 @@ }, { "id": "KR-AIMOGA", - "companyId": null, + "companyId": "AI085", "title": "墨甲机器人：中文媒体发现", "url": "https://eu.36kr.com/zh/p/3954273153586820", "publishedAt": "2026-08-25", "accessedAt": "2026-10-30", "kind": "中文媒体公开转载", "summary": "文章将墨甲公司成立与机器人交付、售价、产能并列介绍。", - "limitation": "仅作候选发现；公司、母公司与早期机器人项目沿革未补核，交付量乘价格不是收入或ARR。" + "limitation": "发现报道不证明收入；本轮另以交易当事方公告补核新公司成立与历史期间收入，母公司项目沿革仍单列，交付量乘价格不是收入或ARR。" }, { "id": "CLEER-GOV", @@ -47644,14 +47697,36 @@ }, { "id": "AIMOGA-HOME", - "companyId": null, + "companyId": "AI085", "title": "墨甲机器人：公司官方产品与主体入口", "url": "https://www.aimoga-robot.com/cn/zh/", "publishedAt": null, "accessedAt": "2026-10-30", "kind": "公司官方产品资料", "summary": "官网展示人形/四足产品，页脚列安徽墨甲智创机器人科技有限公司。", - "limitation": "本轮可读入口未取得原始成立日期；母公司历史、出货、售价、产能和计划不直接填入收入。" + "limitation": "官网入口未给精确成立日；另有交易当事方上市公告。出货、产能及计划不能直接填入收入，未核当前股权及完整合同。" + }, + { + "id": "AIMOGA-CNINFO", + "companyId": "AI085", + "title": "伯特利2026-002：墨甲增资标的成立与未经审计财务", + "url": "https://static.cninfo.com.cn/finalpage/2026-01-01/1224914493.PDF", + "publishedAt": "2026-01-01", + "accessedAt": "2026-10-30", + "kind": "交易当事方上市公司原始公告", + "summary": "公告第8—9页列标的成立2025-01-07及信用代码；人民币万元表列2025年1—9月营业收入302.85、净利润-510.46，注明未经审计。", + "limitation": "本轮按PDF文字读取相关页，未完成13页逐页视觉核对；披露方是投资人伯特利，不是标的直接财报。母公司和股东财务、增资金额不归标的收入；历史期间收入不年化、不换汇、不进ARR/MRR组。" + }, + { + "id": "AIMOGA-WRC", + "companyId": "AI085", + "title": "2026世界机器人大会：墨甲展商与产品介绍", + "url": "https://www.worldrobotconference.com/expo/company/764.html", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "展商公开自述", + "summary": "展商页列公司主体、2025年1月成立、人形及四足机器人和交通/医疗场景产品。", + "limitation": "展商营销资料，出口、国家覆盖、签约及交付数量未独立核验；不当付费客户数、收入或独立技术测试。" } ], "reviews": [ @@ -49401,16 +49476,33 @@ { "id": "KR-R-CANDIDATE-GAPS", "type": "中文媒体年份与主体缺项复核", - "company": "深朴智能及墨甲机器人候选", + "company": "深朴智能及墨甲机器人候选（后续成立补核）", "scope": "excluded-candidate", - "summary": "深朴据交易当事方登记资料归2024既有公司，墨甲原始成立和母公司项目沿革继续待核。", + "summary": "深朴据交易当事方登记资料归2024既有公司；墨甲曾缺原始成立资料，本轮据上市公告补为2025-01-07并关联AI085。", "evidenceIds": [ "KR-SIMPLE", "SIMPLE-CNINFO", "KR-AIMOGA", + "AIMOGA-HOME", + "AIMOGA-CNINFO" + ], + "handling": "媒体与工商日期分别保存，不将融资、重组、品牌或机器人发布当新成立。发现页可读不代表所有候选完成财务或技术审查。 此记录保留候选核查历史；墨甲当前结论见关联公司核查，候选不再计年份待核。" + }, + { + "id": "AIMOGA-R-PERIOD", + "type": "机器人新公司主体与历史期间收入核查", + "company": "墨甲机器人（AiMOGA）", + "scope": "companies", + "companyIds": [ + "AI085" + ], + "summary": "成立年份由交易当事方原始公告补足；保留2025年前三季度人民币营业收入及未经审计限制。", + "evidenceIds": [ + "AIMOGA-CNINFO", + "AIMOGA-WRC", "AIMOGA-HOME" ], - "handling": "媒体与工商日期分别保存，不将融资、重组、品牌或机器人发布当新成立。发现页可读不代表所有候选完成财务或技术审查。" + "handling": "收入披露方为投资人上市公司；不当标的自述或独立审计。母公司更早项目史单列，不继承其营业收入、员工规模与技术成绩；不将期间收入年化或把出货乘售价。" } ], "coverage": { @@ -50752,7 +50844,7 @@ "sourceId": "S11", "url": "https://www.36kr.com/p/4043538991797379", "accessedAt": "2026-10-30", - "scope": "四项定向检索与相关段落补查：2项据独立原始资料关联公司，1项范围外，1项成立待核；清析智研与发现文章的正文关联未确认，保留检索/直达差异。不是四篇全文、榜单或两年档案覆盖。", + "scope": "四项定向检索与相关段落补查：3项据原始资料关联公司，1项范围外；清析智研与发现文章的正文关联未确认，保留检索/直达差异。不是四篇全文、榜单或两年档案覆盖。", "complete": false, "records": [ { @@ -50808,12 +50900,15 @@ "categoryId": "C10", "kind": "company", "profileStatus": "readable", - "status": "pending-year", + "status": "linked", "evidenceIds": [ "KR-AIMOGA", - "AIMOGA-HOME" + "AIMOGA-HOME", + "AIMOGA-CNINFO", + "AIMOGA-WRC" ], - "note": "官网产品与运营名称可读，媒体2025成立尚待原始登记/沿革补核；母公司项目史、出货乘售价、产能及目标不作收入。" + "note": "交易当事方上市公告列成立2025-01-07，主体代码与官网相符；前三季度收入注明人民币及未经审计，历史期间值不当ARR。母公司早期项目、出货乘售价、产能及目标不作收入。", + "companyId": "AI085" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index b53fb18..3c8cf53 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-27", + "version": "2026-10-30-28", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -221,8 +221,8 @@ "eu.36kr.com" ], "initialAccess": "安全检测，内容未核验", - "boundary": "此前首页安全检测仍保留；本轮4项定向检索及相关段落补查，2项据政府/公司材料关联、1项按原始登记归范围外、1项年份待核。清析检索与直达正文不一致未确认关联，其他文章为平台发布/授权转载，不代表两年全量。", - "nextCheck": "补核墨甲原始成立与母公司项目沿革、清析发现文章关联及未读正文；继续建两年公开文章台账，不绕过访问保护。", + "boundary": "此前首页安全检测仍保留；本轮4项定向检索及相关段落补查，3项据政府/公司/交易当事方资料关联、1项按原始登记归范围外。清析检索与直达正文不一致未确认关联，其他文章为平台发布/授权转载，不代表两年全量。", + "nextCheck": "墨甲已由交易当事方原始公告补足2025成立及历史期间收入，母公司项目沿革和当前财务仍待核；继续补清析发现文章关联及未读正文，建两年公开文章台账，不绕过访问保护。", "limitation": "仅核具体相关段落，检索和直达差异、转载与原始披露分别记录。", "accessRecheckedAt": "2026-10-30" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 5f6ae52..372cbd4 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-cn-data-quality-1", + "sourceVersion": "2026-10-30-aimoga-filing-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 c44568d..0a3e516 100644 --- a/scripts/audit-ai-research.py +++ b/scripts/audit-ai-research.py @@ -191,8 +191,8 @@ def render(): 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"| 企业披露收入线索 | {income['self']} | 含公司或交易当事方披露、历史、下界及币种不明，不等于可比ARR |", + f"| 仅平台收入线索 | {income['platform']} | 同时有企业披露者计入上一行，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', '', -- 2.52.0 From f7cdf1693321ca794373f2ca8e0a3db4d440e944 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Fri, 30 Oct 2026 20:58:01 +0800 Subject: [PATCH 9/9] Audit four further TechCrunch candidates and bundled-service boundaries --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 6 +- content/research/ai-companies.seed.json | 321 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 324 insertions(+), 13 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 10a7ac2..efb77d5 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1029); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 1394); + assert.equal(research.evidence.length, 1412); assert.equal(research.observations.length, 192); 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 296e405..c341174 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, 1029); - assert.equal(initial.evidence.length, 1394); + assert.equal(initial.evidence.length, 1412); assert.equal(initial.observations.length, 192); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -66,7 +66,7 @@ test("reviews link explicit companies without turning global or excluded cases i const snapshot = structuredClone(seed) as ResearchSnapshot; assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 74); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 10); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 35); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 37); 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")!), []); @@ -307,7 +307,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 9); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 10); }); test("product pivots and founder histories do not become new company years or current revenue", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index aeacd85..791be98 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-aimoga-filing-1", + "version": "2026-10-30-tc-p56-1", "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": [ @@ -47727,6 +47727,204 @@ "kind": "展商公开自述", "summary": "展商页列公司主体、2025年1月成立、人形及四足机器人和交通/医疗场景产品。", "limitation": "展商营销资料，出口、国家覆盖、签约及交付数量未独立核验；不当付费客户数、收入或独立技术测试。" + }, + { + "id": "TC56-GUDEA", + "companyId": null, + "title": "Gudea：TechCrunch发现线索", + "url": "https://techcrunch.com/2026/10/14/gudea-leverages-ai-to-help-organizations-prevent-social-media-crises-before-they-erupt/", + "publishedAt": "2026-10-14", + "accessedAt": "2026-10-30", + "kind": "媒体发现线索", + "summary": "从AI栏目第5—6页发现Gudea，另追溯原始资料。", + "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。" + }, + { + "id": "TC56-FLOQER", + "companyId": null, + "title": "Floqer：TechCrunch发现线索", + "url": "https://techcrunch.com/2026/10/14/floqers-ai-agents-help-b2b-revenue-teams-research-customers/", + "publishedAt": "2026-10-14", + "accessedAt": "2026-10-30", + "kind": "媒体发现线索", + "summary": "从AI栏目第5—6页发现Floqer，另追溯原始资料。", + "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。" + }, + { + "id": "TC56-HONEY", + "companyId": null, + "title": "Honeyjar：TechCrunch发现线索", + "url": "https://techcrunch.com/2026/10/12/honeyjar-offers-ai-tools-to-improve-pr-and-comms-at-every-company/", + "publishedAt": "2026-10-12", + "accessedAt": "2026-10-30", + "kind": "媒体发现线索", + "summary": "从AI栏目第5—6页发现Honeyjar，另追溯原始资料。", + "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。" + }, + { + "id": "TC56-BLUEPRINTS", + "companyId": null, + "title": "Blueprints AI：TechCrunch发现线索", + "url": "https://techcrunch.com/2026/10/12/this-ai-startup-says-it-can-generate-permit-ready-blueprints-in-minutes/", + "publishedAt": "2026-10-12", + "accessedAt": "2026-10-30", + "kind": "媒体发现线索", + "summary": "从AI栏目第5—6页发现Blueprints AI，另追溯原始资料。", + "limitation": "仅登记发现关系，不复制全文，不将文章日期当成立年或将报道数字直接混入ARR。" + }, + { + "id": "GUDEA-YEAR", + "companyId": null, + "title": "GUDEA官网沿革", + "url": "https://www.gudea.ai/insights/who-is-gudea", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "公司介绍列2023创办，2025迁往Minneapolis；迁址和竞赛年份与成立分开。", + "limitation": "精确注册未独立查询；客户、增长百分比、融资与专利不转成范围内新公司收入。" + }, + { + "id": "FLOQER-YEAR", + "companyId": null, + "title": "Floqer公司公开主页沿革", + "url": "https://www.linkedin.com/company/floqer/?viewAsMember=true", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页自述", + "summary": "公司主页列Founded 2024、Halifax，链接floqer.com，描述CRM数据与销售研究。", + "limitation": "公司自述非登记证明；人数范围与平台关联员工列表不等精确团队数，客户管线和融资不当收入。" + }, + { + "id": "HONEY-HOME", + "companyId": null, + "title": "Honeyjar官网产品", + "url": "https://honeyjar.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "官网介绍传播策略、媒体研究和内容执行，强调客户审核确认。", + "limitation": "未独立测试；等待名单、用户证言及品牌标识不等付费客户或收入。" + }, + { + "id": "HONEY-COMPANY", + "companyId": null, + "title": "Honeyjar官网团队与运营名称", + "url": "https://honeyjar.ai/company", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "公司页列Michelle Masek和Nadia Jamshidi，页脚为Honeyjar AI, Inc.。", + "limitation": "公开创始人和顾问列表不是全体员工数；未取得精确注册或公司沿革年份。" + }, + { + "id": "HONEY-PROFILE", + "companyId": null, + "title": "Honeyjar主页成立字段与转载冲突", + "url": "https://www.linkedin.com/company/honeyjar-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页及转载内容", + "summary": "主页Founded字段列2025，但同页公司转发AI Market Watch的第三方介绍列2024。", + "limitation": "主字段和转发第三方年份不同；不把同一页不同作者当独立确认，精确主体/沿革待核，暂不新增公司。" + }, + { + "id": "HONEY-PACKAGE", + "companyId": null, + "title": "Honeyjar创始人服务包标价", + "url": "https://honeyjar.ai/forfounders", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方定价资料", + "summary": "页面标$5000，包含人工策略、媒体执行、采访准备及一年软件订阅。", + "limitation": "原文$币种本页未确认；是组合售价，不是公司收入，不按全额乘12或自动视作软件ARR。" + }, + { + "id": "HONEY-PACKAGE-TERMS", + "companyId": null, + "title": "Honeyjar组合服务与订阅条款", + "url": "https://honeyjar.ai/forfounders-terms", + "publishedAt": "2026-10-15", + "accessedAt": "2026-10-30", + "kind": "公司官方合同条款", + "summary": "For Founders为一次性服务包，附12个月单席位订阅且不自动续订；条款提供120天内退款安排，退款时附带订阅结束。", + "limitation": "仅核相关费用、交付、订阅及退款段落；未取得实际订单、分摊、履约收入或留存数据，不由标价/等待名单反推ARR。" + }, + { + "id": "BLUEPRINTS-PROFILE-ACCESS", + "companyId": null, + "title": "Blueprints AI主页：检索字段与直达限制", + "url": "https://www.linkedin.com/company/blueprints-ai", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司公开主页检索及访问核查", + "summary": "检索返回Founded 2025与blueprints-ai.com；直接读取返回429，本轮未核完整主页正文。", + "limitation": "保留检索与直达差异，不能声称完成官方主页或注册核查；与创始人更早建筑设计业务的主体连续性仍待核。" + }, + { + "id": "BLUEPRINTS-HOME-ACCESS", + "companyId": null, + "title": "Blueprints AI官网读取缺项", + "url": "https://www.blueprints-ai.com/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官网读取核查", + "summary": "本轮www入口返回UnexpectedStatusCode，裸域入口亦不可读，未取得可核官网正文。", + "limitation": "不可读不等无业务；未取得原始成立、合同及收入，不把报道价格或创始人旧建筑业务转作新公司业绩。" + }, + { + "id": "BILLOW-HOME", + "companyId": null, + "title": "Billow当前产品与运营名称", + "url": "https://thebillow.ai/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "公司官方材料", + "summary": "官网列Billow Labs, Inc.，展示与既有财务系统集成的月结和人工审批工作流。", + "limitation": "页面客户账目与演示金额不是Billow收入；未给明确成立年份，既有2025发现与S2026批次时序仍未解决。" + }, + { + "id": "BILLOW-TERMS", + "companyId": null, + "title": "Billow软件服务与合同费用", + "url": "https://thebillow.ai/terms", + "publishedAt": "2026-10-27", + "accessedAt": "2026-10-30", + "kind": "公司官方合同条款", + "summary": "条款列Billow Labs, Inc.，提供财务软件、代理、Excel插件和Teams服务；收费按订单或协议确定。", + "limitation": "仅核主体、服务和费用段落。官方软件表述与YC会计服务定位需按实际合同拆分，不由订阅条款推已实现MRR。" + }, + { + "id": "DH-PRESS", + "companyId": null, + "title": "DreamHQ公司发布：项目价值与收入边界", + "url": "https://www.dreamhq.com/press/announcement", + "publishedAt": "2026-10-29", + "accessedAt": "2026-10-30", + "kind": "公司官方发布稿检索记录", + "summary": "公司发布稿检索返回建筑设计交付及累计支持项目开发价值$2000万。", + "limitation": "检索能读到发布稿相关内容，但直接打开不可读；项目开发价值不是Dream收费，融资、面积及创始人旧业务也不作收入。未补足原始成立年。" + }, + { + "id": "TC56-ARCHIVE-5", + "companyId": null, + "title": "TechCrunch AI第5页发现入口", + "url": "https://techcrunch.com/category/artificial-intelligence/page/5/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "媒体栏目发现入口", + "summary": "已读取栏目卡片入口，定向登记本批候选。", + "limitation": "动态分页；只登记本批4项，不代表全部卡片、全部参赛者或两年档案已核。" + }, + { + "id": "TC56-ARCHIVE-6", + "companyId": null, + "title": "TechCrunch AI第6页发现入口", + "url": "https://techcrunch.com/category/artificial-intelligence/page/6/", + "publishedAt": null, + "accessedAt": "2026-10-30", + "kind": "媒体栏目发现入口", + "summary": "已读取栏目卡片入口，定向登记本批候选。", + "limitation": "动态分页；只登记本批4项，不代表全部卡片、全部参赛者或两年档案已核。" } ], "reviews": [ @@ -49503,6 +49701,45 @@ "AIMOGA-HOME" ], "handling": "收入披露方为投资人上市公司；不当标的自述或独立审计。母公司更早项目史单列，不继承其营业收入、员工规模与技术成绩；不将期间收入年化或把出货乘售价。" + }, + { + "id": "TC56-R-CANDIDATES", + "type": "AI栏目新增候选成立与收入边界核查", + "company": "Gudea、Floqer、Honeyjar、Blueprints AI", + "scope": "excluded-candidate", + "summary": "前两项按2023/2024原始沿革排除；Honeyjar年份冲突，Blueprints官方直达受限，仍保留待核。", + "evidenceIds": [ + "TC56-GUDEA", + "GUDEA-YEAR", + "TC56-FLOQER", + "FLOQER-YEAR", + "TC56-HONEY", + "HONEY-HOME", + "HONEY-COMPANY", + "HONEY-PROFILE", + "HONEY-PACKAGE", + "HONEY-PACKAGE-TERMS", + "TC56-BLUEPRINTS", + "BLUEPRINTS-PROFILE-ACCESS", + "BLUEPRINTS-HOME-ACCESS" + ], + "handling": "不把栏目、参赛、发布或搬迁年当成立年。Honeyjar人工服务与软件附赠期需拆分、不能由一次性包价推ARR；不可读项不当全文已核，未新增收入观测。" + }, + { + "id": "TC-R-PENDING-CONTRACTS", + "type": "待定候选当前交付与历史业绩隔离", + "company": "Billow AI Labs及DreamHQ", + "scope": "excluded-candidate", + "summary": "Billow当前条款的软件服务与早期会计公司表述分别保留；Dream项目开发价值不等公司收入。", + "evidenceIds": [ + "BILLOW-HOME", + "BILLOW-TERMS", + "TC-BF25-BILLOW", + "DH-PRESS", + "DH-HOME", + "DH-COMPANY" + ], + "handling": "两项继续成立待核。客户交易示例、客户企业价值、融资、创始人旧业务和建设项目总价均不新增公司收入观测；Dream发布稿检索/直达差异留缺。" } ], "coverage": { @@ -50202,9 +50439,10 @@ "TC-DREAM", "DH-HOME", "DH-COMPANY", - "YC-E-31258" + "YC-E-31258", + "DH-PRESS" ], - "note": "建筑设计及工程交付初分C07；媒体给成立线索，但官方本次未明确年份，保持待核。DreamHQ创始人与域名不同于公司表YC31258的摄像头业务，禁止按Dream名称去重或转移数据。" + "note": "建筑设计及工程交付初分C07；媒体给成立线索，但官方本次未明确年份，保持待核。DreamHQ创始人与域名不同于公司表YC31258的摄像头业务，禁止按Dream名称去重或转移数据。 发布稿仅取得检索内容，直达不可读；项目开发价值不等公司收入。" }, { "id": "TC26-02", @@ -50265,9 +50503,11 @@ "status": "pending-year", "evidenceIds": [ "TC-BF25", - "TC-BF25-BILLOW" + "TC-BF25-BILLOW", + "BILLOW-HOME", + "BILLOW-TERMS" ], - "note": "YC仅列S2026批次且无可读Founded字段；与2025发现线索的实体/时序待核。旧创业业绩、客户企业价值和交易量不作新公司收入。" + "note": "YC仅列S2026批次且无可读Founded字段；与2025发现线索的实体/时序待核。旧创业业绩、客户企业价值和交易量不作新公司收入。 官网与条款列Billow Labs, Inc.及软件/代理交付，未给成立年；服务和软件合同需分开核。" }, { "id": "TC25-BF-02", @@ -50911,6 +51151,77 @@ "companyId": "AI085" } ] + }, + { + "id": "TC-2026-ai-pages-5-6-targeted-1", + "sourceId": "S02", + "url": "https://techcrunch.com/category/artificial-intelligence/page/5/", + "accessedAt": "2026-10-30", + "scope": "AI第5—6页定向登记4家公司：2项原始资料显示早于2025，2项年份/原始可读资料待核。不是全部卡片、分页、200参赛者或两年档案覆盖；动态页面位置不构成固定全量名录。", + "complete": false, + "records": [ + { + "id": "TC26-P56-01", + "name": "Gudea", + "url": "https://techcrunch.com/2026/10/14/gudea-leverages-ai-to-help-organizations-prevent-social-media-crises-before-they-erupt/", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "evidenceIds": [ + "TC56-GUDEA", + "GUDEA-YEAR" + ], + "note": "官网列2023创立、2025迁址，按范围外既有公司登记；迁址、竞赛和融资不等新成立。" + }, + { + "id": "TC26-P56-02", + "name": "Floqer", + "url": "https://techcrunch.com/2026/10/14/floqers-ai-agents-help-b2b-revenue-teams-research-customers/", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "evidenceIds": [ + "TC56-FLOQER", + "FLOQER-YEAR" + ], + "note": "公司主页列Founded 2024，按范围外公司登记；CRM、客户管线、融资及产品转型不作为2025—2026新成立依据。" + }, + { + "id": "TC26-P56-03", + "name": "Honeyjar", + "url": "https://techcrunch.com/2026/10/12/honeyjar-offers-ai-tools-to-improve-pr-and-comms-at-every-company/", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "evidenceIds": [ + "TC56-HONEY", + "HONEY-HOME", + "HONEY-COMPANY", + "HONEY-PROFILE", + "HONEY-PACKAGE", + "HONEY-PACKAGE-TERMS" + ], + "note": "主字段2025与同页转发第三方2024冲突，主体沿革待核。一次性人工服务包附不自动续订的12个月席位，不以全额标价当ARR；未新增收入观测。" + }, + { + "id": "TC26-P56-04", + "name": "Blueprints AI", + "url": "https://techcrunch.com/2026/10/12/this-ai-startup-says-it-can-generate-permit-ready-blueprints-in-minutes/", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "evidenceIds": [ + "TC56-BLUEPRINTS", + "BLUEPRINTS-PROFILE-ACCESS", + "BLUEPRINTS-HOME-ACCESS" + ], + "note": "检索公司主页有2025字段，但直达429、官网不可读，原始成立和创始人更早建筑业务主体边界未核；保留候选，不把媒体价格或旧业务转为新公司收入。" + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 3c8cf53..62e39aa 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-30-28", + "version": "2026-10-30-29", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -28,8 +28,8 @@ "techcrunch.com" ], "initialAccess": "AI栏目可读取", - "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。", - "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。", + "boundary": "2026首页定向3项已登记，另从AI第3—4页登记5项：3项关联公司、1项范围外、1项待核；不等全部卡片核验。另已读2025年度档案入口与AI第二页，并完整登记一篇2025企业竞赛名单32项：复用1项、范围外29项、待核2项；每项均尝试原始链接，未知与不可读保留。单篇32项不等全部200参赛者、全部分页或两年全量；RSS/API普通请求受限。 另从AI第5—6页定向4项：2项原始资料归范围外，2项原始成立/年份待核；不是全部卡片、参赛者或档案。", + "nextCheck": "继续核本篇2项的成立、主体及AI主营，优先解决Billow批次与发现年份时序、Sponstar原始年份冲突；既有业务的法律沿革及不可读项仍留缺；沿普通2025档案和AI分页扩展其余来源台账，区分参赛年、批次与公司成立年。 继续核Laplace原始年份及Eka精确注册主体；Recursive的2025/2026年份冲突保留。 继续核Honeyjar主字段与转载的年份差异、Blueprints原始可读资料与旧建筑业务主体；不把包价、演示金额或建设项目价值当ARR。", "limitation": "需追溯原始披露，部分文章受访问限制", "accessRecheckedAt": "2026-10-30" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 372cbd4..77b88c3 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-30-aimoga-filing-1", + "sourceVersion": "2026-10-30-tc-p56-1", "asOf": "2026-10-30", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0