From ac04839571c2ed6d119216a9fa906bd6a8b8afa4 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 16:34:12 +0800 Subject: [PATCH 1/3] =?UTF-8?q?=E8=A1=A5=E6=A0=B86=E9=A1=B9=E7=BC=BA?= =?UTF-8?q?=E5=B9=B4=E5=80=99=E9=80=89=E5=B9=B6=E4=BF=9D=E7=95=99=E6=97=A7?= =?UTF-8?q?=E5=93=81=E7=89=8C=E4=B8=8E=E6=9C=8D=E5=8A=A1=E6=94=B6=E8=B4=B9?= =?UTF-8?q?=E8=BE=B9=E7=95=8C?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 402 ++++++++++++++++++++- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 407 insertions(+), 7 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 6d542af..2ac0c63 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, 1154); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3350); + assert.equal(research.evidence.length, 3375); assert.equal(research.observations.length, 453); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index fa1f8e7..02ef2a1 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, 1154); - assert.equal(initial.evidence.length, 3350); + assert.equal(initial.evidence.length, 3375); assert.equal(initial.observations.length, 453); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -406,7 +406,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 30); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 34); }); 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 5b0d3b6..6330e59 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-1", + "version": "2026-10-31-missing-year-2", "asOf": "2026-10-31", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -79793,6 +79793,281 @@ "kind": "公司自述官方资料复核", "summary": "54项当前YC成立字段仍空；本批前12项补主体和业务，5旧业务范围外、6仍缺年、1转AI主营待核。", "limitation": "只有首12项已完成本批外部来源补核，另42项仅复读YC字段，不称全来源完成。" + }, + { + "id": "MISSINGYEAR2-31144-YC", + "companyId": null, + "title": "Milliray：目录缺年补核", + "url": "https://www.ycombinator.com/companies/milliray", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Technology to detect and track small drones；成立字段空，状态Active，团队自报3。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31144-LAUNCH1", + "companyId": null, + "title": "DroneTector: high-resolution radars to detect small drones", + "url": "https://www.ycombinator.com/launches/PUU-dronetector-high-resolution-radars-to-detect-small-drones", + "publishedAt": "2026-02-19", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Milliray旧发布名DroneTector，英国DRONETECTOR LIMITED SC790858于2023-11-29成立，董事Matthew Moore与公司CEO同名；按既有业务排除新公司。品牌/全球主体沿革待核，ML创始人经历不等现学习模型实证，雷达硬件/集成/支持不当纯软件ARR。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31155-YC", + "companyId": null, + "title": "Q2Q：目录缺年补核", + "url": "https://www.ycombinator.com/companies/q2q", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "We help private equity teams find acquisition targets faster；成立字段空，状态Inactive，团队自报2。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31161-YC", + "companyId": null, + "title": "Rapidfolio：目录缺年补核", + "url": "https://www.ycombinator.com/companies/rapidfolio", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI-native back-office for banks and fintechs；成立字段空，状态Active，团队自报None。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31161-LAUNCH1", + "companyId": null, + "title": "Rapidfolio - AI Platform for Compliance, Operations, Risk & Fraud for Fintechs and Banks 🏦", + "url": "https://www.ycombinator.com/launches/Rpa-rapidfolio-ai-platform-for-compliance-operations-risk-fraud-for-fintechs-and-banks", + "publishedAt": "2026-07-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Rapidfolio金融合规运营Agent含端到端实施服务；成立年/法律主体仍缺。旧Sable退出不迁收入；官网350k客户节省、8倍效率非公司收入，99.9%与旧100%准确率为不同厂商自述，未取得独立基准/合规审计。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31179-YC", + "companyId": null, + "title": "Jinba：目录缺年补核", + "url": "https://www.ycombinator.com/companies/jinba", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Automate enterprise workflows through chat；成立字段空，状态Active，团队自报11。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31179-LAUNCH1", + "companyId": null, + "title": "Jinba - Workflow Builder for Enterprise AI Automation", + "url": "https://www.ycombinator.com/launches/PVK-jinba-workflow-builder-for-enterprise-ai-automation", + "publishedAt": "2026-02-23", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Jinba公司页/隐私将其归Carnot，美国与日本实体分别列出；2024公司文章列日本Carnot成立2022-10-20及当时已有jinbaflow。按旧业务延续排除新公司，美国公司登记日/集团沿革仍待核，不把W26或2026新版本重新算创业；40000用户非付费/ARR。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31188-YC", + "companyId": null, + "title": "Maywood：目录缺年补核", + "url": "https://www.ycombinator.com/companies/maywood", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "The first finance-compliant proactive AI that runs 24/7；成立字段空，状态Active，团队自报5。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31188-LAUNCH1", + "companyId": null, + "title": "Maywood - AI for M&A", + "url": "https://www.ycombinator.com/launches/PN9-maywood-ai-for-m-a", + "publishedAt": "2026-02-05", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Maywood公司公开主页自报2025并关联同创始人/域名，可作成立线索，精确注册及运营法律主体仍待核；官网本轮404。当前主动关系Agent和旧M&A材料自动化分别保留，团队自报5与LinkedIn11—50口径不同；5万亿美元行业交易及银行收益非公司收入。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31271-YC", + "companyId": null, + "title": "VOYGR：目录缺年补核", + "url": "https://www.ycombinator.com/companies/voygr", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "The real-world intelligence and action layer；成立字段空，状态Active，团队自报None。", + "limitation": "批次非成立，未独立核团队/实际收费。" + }, + { + "id": "MISSINGYEAR2-31271-LAUNCH1", + "companyId": null, + "title": "PlaceCall by VOYGR – The phone is the last API", + "url": "https://www.ycombinator.com/launches/Vnj-placecall-by-voygr-the-phone-is-the-last-api", + "publishedAt": "2026-10-15", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "VOYGR地点数据API/许可和PlaceCall Agent电话按成功结果计费分开，成立年仍待一手补证，不用2026发布或第三方2025字段直接补注册。150M地点库/客户搜索与试点不是付费客户或收入；250免费电话及定价不当MRR，未执行通话。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31271-LAUNCH2", + "companyId": null, + "title": "VOYGR: Validate & enrich your place data at scale", + "url": "https://www.ycombinator.com/launches/PKn-voygr-validate-enrich-your-place-data-at-scale", + "publishedAt": "2026-02-02", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "VOYGR地点数据API/许可和PlaceCall Agent电话按成功结果计费分开，成立年仍待一手补证，不用2026发布或第三方2025字段直接补注册。150M地点库/客户搜索与试点不是付费客户或收入；250免费电话及定价不当MRR，未执行通话。", + "limitation": "产品发布日期不代替成立日；厂商描述不当独立财务或技术审计。" + }, + { + "id": "MISSINGYEAR2-31144-HOME", + "companyId": null, + "title": "Milliray当前雷达", + "url": "https://milliray.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "雷达/相机/声学传感及分类集成，CEO Matthew Moore。", + "limitation": "背书、部署/可靠性均自述，未验证AI模型或收费。" + }, + { + "id": "MISSINGYEAR2-31144-REGISTER", + "companyId": null, + "title": "DroneTector登记", + "url": "https://find-and-update.company-information.service.gov.uk/company/SC790858", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方企业登记", + "summary": "DRONETECTOR LIMITED SC790858于2023-11-29成立。", + "limitation": "对应旧产品/董事线索，不代表完整集团沿革。" + }, + { + "id": "MISSINGYEAR2-31144-OFFICER", + "companyId": null, + "title": "DroneTector主体关联", + "url": "https://find-and-update.company-information.service.gov.uk/company/SC790858/officers", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "董事Matthew Alexander Oliver Moore与品牌CEO同名。", + "limitation": "姓名用于业务关联，不补收入或独立效果。" + }, + { + "id": "MISSINGYEAR2-31155-HOME", + "companyId": null, + "title": "Q2Q可读网站", + "url": "https://www.tryq2q.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "PE寻标、研究和个性化外联，候补入口与发送前人工批准。", + "limitation": "YC Inactive与网页并存，未证明付费/现行服务或成立日。" + }, + { + "id": "MISSINGYEAR2-31161-HOME", + "companyId": null, + "title": "Rapidfolio当前交付", + "url": "https://rapidfolio.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI合规流程与测试、实施咨询；99.9%+准确率及350k+客户节省自述。", + "limitation": "客户节省非收入，准确率范围/分母未核，无独立审计。" + }, + { + "id": "MISSINGYEAR2-31161-ABOUT", + "companyId": null, + "title": "Rapidfolio团队与旧事业", + "url": "https://rapidfolio.com/about", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "创始人之前建设/退出Sable，现服务金融机构。", + "limitation": "2022退出及25年合计经验均非现公司成立/收入。" + }, + { + "id": "MISSINGYEAR2-31179-HOME", + "companyId": null, + "title": "Jinba现行平台", + "url": "https://jinba.io/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "对话生成工作流，企业权限、私有部署和API/MCP。", + "limitation": "采用/示例用户/安全自述不当实际付费或独立审计。" + }, + { + "id": "MISSINGYEAR2-31179-HISTORY", + "companyId": null, + "title": "Carnot旧业务记录", + "url": "https://jinba.io/ja/blog/jetro-gsap-alchemistx", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "2024-11-19文章列Carnot成立2022-10-20，jinbaflow已有开发/全球化业务。", + "limitation": "旧事业与全球实体沿革分别核，不以加速器3.9B融资总额作Carnot收入。" + }, + { + "id": "MISSINGYEAR2-31179-ENTITY", + "companyId": null, + "title": "Jinba双主体", + "url": "https://jinba.io/privacy", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "隐私列Carnot AI Inc.及日本子公司Carnot Inc.并关联Jinba产品。", + "limitation": "2026政策更新不作美国法人注册日，集团收入未核。" + }, + { + "id": "MISSINGYEAR2-31188-COMPANY", + "companyId": null, + "title": "Maywood自报年", + "url": "https://www.linkedin.com/company/maywood", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "公开公司页列2025成立、11—50规模及同创始人/域名。", + "limitation": "自述精度未达登记日，官网404；行业规模及基金上市不是公司收入/上市。" + }, + { + "id": "MISSINGYEAR2-31271-HOME", + "companyId": null, + "title": "VOYGR当前数据服务", + "url": "https://voygr.tech/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "POI验证/丰富、按需API及数据许可，地点库150M自述。", + "limitation": "地点条目非客户或销售数量，准确率/数据权利未独立核。" + }, + { + "id": "MISSINGYEAR2-31271-CALL", + "companyId": null, + "title": "PlaceCall当前交付", + "url": "https://voygr.tech/placecall/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "给定任务后语音联系商家，返回结构化结果/转录；按成功结果付费，250免费。", + "limitation": "未进行外呼；通话、定价/试点非平台MRR，数据API/许可另算。" + }, + { + "id": "MISSINGYEAR2-INDEX-POOL", + "companyId": null, + "title": "缺年第二批6项", + "url": "https://www.ycombinator.com/companies", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原54项第13—18项：2旧业务范围外、4成立年待核；累计18项有外部补核，余36项。", + "limitation": "Maywood虽有公司自报2025仍缺法律主体/登记；未新增主公司或收入观测。" } ], "reviews": [ @@ -86077,6 +86352,25 @@ "MISSINGYEAR1-31126-YC" ], "handling": "不增加主公司或收入观测，原发现快照及214/54初筛计数不回写；研究与法律/财务审计分开，后续补齐主体、收费、技术及剩余来源。" + }, + { + "id": "MISSINGYEAR2-R-BOUNDARY", + "type": "旧主体、Inactive与服务计费边界", + "company": "缺年第二批6项", + "scope": "dataset", + "summary": "Milliray/DroneTector2023登记及Jinba/Carnot2022旧业务不作新公司；Q2Q Inactive不补零收入，Maywood自报年与登记缺项分开。", + "evidenceIds": [ + "MISSINGYEAR2-INDEX-POOL", + "MISSINGYEAR2-31144-HOME", + "MISSINGYEAR2-31144-REGISTER", + "MISSINGYEAR2-31155-HOME", + "MISSINGYEAR2-31161-HOME", + "MISSINGYEAR2-31179-HOME", + "MISSINGYEAR2-31179-HISTORY", + "MISSINGYEAR2-31188-COMPANY", + "MISSINGYEAR2-31271-HOME" + ], + "handling": "Rapidfolio客户节省/旧Sable、Maywood行业交易、Jinba用户、VOYGR地点库/免费通话均不进ARR；硬件/实施/人工/数据许可和软件收入待拆。" } ], "coverage": { @@ -91854,6 +92148,112 @@ ] } ] + }, + { + "id": "YC-MISSING-YEAR-2", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原缺年54项按发现顺序第13—18项，2范围外/4成立待核；累计18项外部补核，剩36项待续，原发现不改。", + "complete": false, + "records": [ + { + "id": "YC-MISSING2-31144", + "name": "Milliray", + "url": "https://www.ycombinator.com/companies/milliray", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "Milliray旧发布名DroneTector，英国DRONETECTOR LIMITED SC790858于2023-11-29成立，董事Matthew Moore与公司CEO同名；按既有业务排除新公司。品牌/全球主体沿革待核，ML创始人经历不等现学习模型实证，雷达硬件/集成/支持不当纯软件ARR。", + "evidenceIds": [ + "MISSINGYEAR2-31144-YC", + "MISSINGYEAR2-31144-LAUNCH1", + "MISSINGYEAR2-31144-HOME", + "MISSINGYEAR2-31144-REGISTER", + "MISSINGYEAR2-31144-OFFICER" + ] + }, + { + "id": "YC-MISSING2-31155", + "name": "Q2Q", + "url": "https://www.ycombinator.com/companies/q2q", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Q2Q为PE并购获客/外联工作流，YC Inactive而官网仍可读并有候补入口；成立/主体和实际停服时间未证，不补零收入。收购标的数、客户并购金额/会议及示例不是供应商收入，人工批准与服务执行需拆。", + "evidenceIds": [ + "MISSINGYEAR2-31155-YC", + "MISSINGYEAR2-31155-HOME" + ] + }, + { + "id": "YC-MISSING2-31161", + "name": "Rapidfolio", + "url": "https://www.ycombinator.com/companies/rapidfolio", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Rapidfolio金融合规运营Agent含端到端实施服务；成立年/法律主体仍缺。旧Sable退出不迁收入；官网350k客户节省、8倍效率非公司收入，99.9%与旧100%准确率为不同厂商自述，未取得独立基准/合规审计。", + "evidenceIds": [ + "MISSINGYEAR2-31161-YC", + "MISSINGYEAR2-31161-LAUNCH1", + "MISSINGYEAR2-31161-HOME", + "MISSINGYEAR2-31161-ABOUT" + ] + }, + { + "id": "YC-MISSING2-31179", + "name": "Jinba", + "url": "https://www.ycombinator.com/companies/jinba", + "categoryId": "C05", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "Jinba公司页/隐私将其归Carnot，美国与日本实体分别列出；2024公司文章列日本Carnot成立2022-10-20及当时已有jinbaflow。按旧业务延续排除新公司，美国公司登记日/集团沿革仍待核，不把W26或2026新版本重新算创业；40000用户非付费/ARR。", + "evidenceIds": [ + "MISSINGYEAR2-31179-YC", + "MISSINGYEAR2-31179-LAUNCH1", + "MISSINGYEAR2-31179-HOME", + "MISSINGYEAR2-31179-HISTORY", + "MISSINGYEAR2-31179-ENTITY" + ] + }, + { + "id": "YC-MISSING2-31188", + "name": "Maywood", + "url": "https://www.ycombinator.com/companies/maywood", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Maywood公司公开主页自报2025并关联同创始人/域名，可作成立线索，精确注册及运营法律主体仍待核；官网本轮404。当前主动关系Agent和旧M&A材料自动化分别保留，团队自报5与LinkedIn11—50口径不同；5万亿美元行业交易及银行收益非公司收入。", + "evidenceIds": [ + "MISSINGYEAR2-31188-YC", + "MISSINGYEAR2-31188-LAUNCH1", + "MISSINGYEAR2-31188-COMPANY" + ] + }, + { + "id": "YC-MISSING2-31271", + "name": "VOYGR", + "url": "https://www.ycombinator.com/companies/voygr", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "VOYGR地点数据API/许可和PlaceCall Agent电话按成功结果计费分开，成立年仍待一手补证，不用2026发布或第三方2025字段直接补注册。150M地点库/客户搜索与试点不是付费客户或收入；250免费电话及定价不当MRR，未执行通话。", + "evidenceIds": [ + "MISSINGYEAR2-31271-YC", + "MISSINGYEAR2-31271-LAUNCH1", + "MISSINGYEAR2-31271-LAUNCH2", + "MISSINGYEAR2-31271-HOME", + "MISSINGYEAR2-31271-CALL" + ] + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 7536431..f780609 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-1", + "version": "2026-10-31-missing-year-2", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -16,7 +16,7 @@ "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", "limitation": "批次不等于成立年；不代表全部公司", - "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。" + "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index a56aeef..f2dfa33 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-missing-year-1", + "sourceVersion": "2026-10-31-missing-year-2", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From baaea4fc612d99893098664dde028ce28768deca Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 16:38:01 +0800 Subject: [PATCH 2/3] =?UTF-8?q?=E8=A1=A5=E6=A0=B86=E9=A1=B9=E7=BC=BA?= =?UTF-8?q?=E5=B9=B4=E5=80=99=E9=80=89=E5=B9=B6=E4=BB=A5=E7=99=BB=E8=AE=B0?= =?UTF-8?q?=E8=AF=81=E6=8D=AE=E7=BA=B3=E5=85=A5Zymbly?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 8 +- content/research/ai-companies.seed.json | 471 ++++++++++++++++++++- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- scripts/audit-ai-research.py | 14 +- 6 files changed, 489 insertions(+), 14 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 2ac0c63..0088387 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, 1154); + assert.equal(research.companies.length, 1155); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3375); + assert.equal(research.evidence.length, 3401); assert.equal(research.observations.length, 453); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 02ef2a1..194b6d2 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, 1154); - assert.equal(initial.evidence.length, 3375); + assert.equal(initial.companies.length, 1155); + assert.equal(initial.evidence.length, 3401); assert.equal(initial.observations.length, 453); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -85,7 +85,7 @@ 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), 1154); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1155); assert.equal(summary.reduce((n, c) => n + c.self, 0), 58); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); @@ -406,7 +406,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 34); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 39); }); 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 6330e59..edf576d 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-2", + "version": "2026-10-31-missing-year-3", "asOf": "2026-10-31", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -35852,6 +35852,46 @@ "UNCLEAR8-37272-LAUNCH1" ] } + }, + { + "id": "YC31278", + "name": "Zymbly", + "url": "https://www.ycombinator.com/companies/zymbly", + "channel": "S01", + "cat": "C07", + "year": 2025, + "team": 0, + "location": "英国；全球主体待核", + "business": "航空零件采购Agent，检索替代零件、比较供应商并准备需审批的订单，兼有维修助手。", + "buyer": "航空公司、MRO和维修/采购团队", + "delivery": "Zymbly英国16187087于2025-01-15成立，前名Newton Education至2025-07-08，董事名与YC创始人相符；按登记2025入表，全球主体/旧教育业务边界待核。当前AI航空零件采购与旧维修助手分开，示例零件报价/节省不是平台收入。", + "notes": "Zymbly英国16187087于2025-01-15成立，前名Newton Education至2025-07-08，董事名与YC创始人相符；按登记2025入表，全球主体/旧教育业务边界待核。当前AI航空零件采购与旧维修助手分开，示例零件报价/节省不是平台收入。", + "cohort": "英国官方登记2025-01-15；全球主体沿革待核", + "teamBasis": "YC Team Size 0，缺失/占位可能，不表示无员工", + "price": "未取得实际合同或收费金额", + "stage": "公开产品/客户主张；实际收费与部署待核", + "sourceType": "YC、公司官网与英国官方登记", + "evidenceIds": [ + "MISSINGYEAR3-31278-YC", + "MISSINGYEAR3-31278-HOME", + "MISSINGYEAR3-31278-LAUNCH1", + "MISSINGYEAR3-31278-REGISTER", + "MISSINGYEAR3-31278-OFFICERS" + ], + "revenueStatus": "unknown", + "extraUrl": "https://www.zymbly.com/", + "businessModel": "航空专业软件/采购流程与实施，订阅或服务净收费待核；客户零件货款另算", + "entityBasis": "英国16187087及董事名与YC对应，原Newton Education与全球法人仍待补", + "classificationBasis": "人工复核：当前航空采购/维修工作流归行业应用，不将客户零件交易算软件收入", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-10-31", + "summary": "AI采购/维修工作流为厂商描述；未测试、核验适航或独立准确率。", + "evidenceIds": [ + "MISSINGYEAR3-31278-HOME", + "MISSINGYEAR3-31278-YC" + ] + } } ], "observations": [ @@ -80068,6 +80108,292 @@ "kind": "公司自述官方资料复核", "summary": "原54项第13—18项：2旧业务范围外、4成立年待核；累计18项有外部补核，余36项。", "limitation": "Maywood虽有公司自报2025仍缺法律主体/登记；未新增主公司或收入观测。" + }, + { + "id": "MISSINGYEAR3-31278-YC", + "companyId": "YC31278", + "title": "Zymbly：缺年复核", + "url": "https://www.ycombinator.com/companies/zymbly", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "The decision-support layer for aviation ops teams to know what to do…；成立字段空，团队自报0。", + "limitation": "团队0不解释为无人；批次/发布时间不代替成立日。" + }, + { + "id": "MISSINGYEAR3-31278-HOME", + "companyId": "YC31278", + "title": "Zymbly：当前官网", + "url": "https://www.zymbly.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Zymbly英国16187087于2025-01-15成立，前名Newton Education至2025-07-08，董事名与YC创始人相符；按登记2025入表，全球主体/旧教育业务边界待核。当前AI航空零件采购与旧维修助手分开，示例零件报价/节省不是平台收入。", + "limitation": "仅按本轮可读资料分类；法律主体、财务和技术效果缺项保留。" + }, + { + "id": "MISSINGYEAR3-31311-YC", + "companyId": null, + "title": "Cardinal：缺年复核", + "url": "https://www.ycombinator.com/companies/trycardinal-ai", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Revenue Agents for GTM teams；成立字段空，团队自报0。", + "limitation": "团队0不解释为无人；批次/发布时间不代替成立日。" + }, + { + "id": "MISSINGYEAR3-31311-HOME", + "companyId": null, + "title": "Cardinal：当前官网", + "url": "https://trycardinal.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Cardinal当前销售Agent，历史同页2023能源Copilot/2025文档API；旧发布并不证明现法人同一，成立和主体沿革继续待核。客户Claybird 70k收入、Leafpress会议数非Cardinal营收，不混同其他Cardinal公司。", + "limitation": "仅按本轮可读资料分类；法律主体、财务和技术效果缺项保留。" + }, + { + "id": "MISSINGYEAR3-31381-YC", + "companyId": null, + "title": "GovGuard：缺年复核", + "url": "https://www.ycombinator.com/companies/govguard", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Automating Government Workflows, starting with FOIA；成立字段空，团队自报0。", + "limitation": "团队0不解释为无人；批次/发布时间不代替成立日。" + }, + { + "id": "MISSINGYEAR3-31381-HOME", + "companyId": null, + "title": "GovGuard：当前官网", + "url": "https://govguard.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "GovGuard政府FOIA检索/删改/草稿助手，条款GovGuard Inc.生效2026-07-07不是注册日；原BoardWatch/物流事业不迁收入。政府拨款续约、人审和实施成本待核，SOC2仍准备检查，试点非合同营收。", + "limitation": "仅按本轮可读资料分类；法律主体、财务和技术效果缺项保留。" + }, + { + "id": "MISSINGYEAR3-31388-YC", + "companyId": null, + "title": "Elyra：缺年复核", + "url": "https://www.ycombinator.com/companies/elyra", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI Reservation System for Restaurants ；成立字段空，团队自报5。", + "limitation": "团队0不解释为无人；批次/发布时间不代替成立日。" + }, + { + "id": "MISSINGYEAR3-31388-HOME", + "companyId": null, + "title": "Elyra：当前官网", + "url": "https://www.elyrasystems.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Elyra餐厅电话/邮件/排座Agent，条款Elyra Inc.更新2026-04-13不作成立日；瑞典/美国主体关系待核。订阅、语音/SMS额度、代餐厅收no-show费分开，客户订位增收非自身ARR；页面计数0是提取状态不补零。", + "limitation": "仅按本轮可读资料分类；法律主体、财务和技术效果缺项保留。" + }, + { + "id": "MISSINGYEAR3-31425-YC", + "companyId": null, + "title": "WonderTx：缺年复核", + "url": "https://www.ycombinator.com/companies/wondertx", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Extrapolative AI to unlock First-in-Class drugs；成立字段空，团队自报3。", + "limitation": "团队0不解释为无人；批次/发布时间不代替成立日。" + }, + { + "id": "MISSINGYEAR3-31425-HOME", + "companyId": null, + "title": "WonderTx：当前官网", + "url": "https://wondertx.ai/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "WonderTx自述外推AI发现口服小分子，4靶点实验验证非获批疗效，模型/权重/独立复现未读；成立/主体待核。200B疾病机会非公司收入，伙伴实验和未来授权/药物销售不能混算ARR。", + "limitation": "仅按本轮可读资料分类；法律主体、财务和技术效果缺项保留。" + }, + { + "id": "MISSINGYEAR3-31435-YC", + "companyId": null, + "title": "Lumius：缺年复核", + "url": "https://www.ycombinator.com/companies/lumius", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Fast, smart, accessible 3D ultrasound that anyone can use；成立字段空，团队自报4。", + "limitation": "团队0不解释为无人；批次/发布时间不代替成立日。" + }, + { + "id": "MISSINGYEAR3-31435-HOME", + "companyId": null, + "title": "Lumius：当前官网", + "url": "https://www.lumius-imaging.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Lumius三维超声AI/混合现实研发，穿戴方向仍in development；成立/主体未给。官网明确未由FDA评估且不用于医疗诊断治疗，仿体扫描/10倍成本比较非临床效度或实际收入，不将硬件销售当ARR。", + "limitation": "仅按本轮可读资料分类；法律主体、财务和技术效果缺项保留。" + }, + { + "id": "MISSINGYEAR3-31278-LAUNCH1", + "companyId": "YC31278", + "title": "Zymbly: The Copilot for Aircraft Maintenance", + "url": "https://www.ycombinator.com/launches/PLV-zymbly-the-copilot-for-aircraft-maintenance", + "publishedAt": "2026-02-03", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2026-02-03，Zymbly: The Copilot for Aircraft Maintenance", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31311-LAUNCH1", + "companyId": null, + "title": "Cardinal: AI Platform for Precision Outbound", + "url": "https://www.ycombinator.com/launches/PSq-cardinal-ai-platform-for-precision-outbound", + "publishedAt": "2026-02-17", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2026-02-17，Cardinal: AI Platform for Precision Outbound", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31311-LAUNCH2", + "companyId": null, + "title": "Cardinal: The Most Accurate Document Intelligence API", + "url": "https://www.ycombinator.com/launches/OCC-cardinal-the-most-accurate-document-intelligence-api", + "publishedAt": "2025-08-18", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2025-08-18，Cardinal: The Most Accurate Document Intelligence API", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31311-LAUNCH3", + "companyId": null, + "title": "🍁 AI Copilot for Energy Data", + "url": "https://www.ycombinator.com/launches/Izd-ai-copilot-for-energy-data", + "publishedAt": "2023-07-12", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2023-07-12，🍁 AI Copilot for Energy Data", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31381-LAUNCH1", + "companyId": null, + "title": "GovGuard — Automating government workflows, starting with FOIA 🏛️", + "url": "https://www.ycombinator.com/launches/Q1V-govguard-automating-government-workflows-starting-with-foia", + "publishedAt": "2026-04-22", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2026-04-22，GovGuard — Automating government workflows, starting with FOIA 🏛️", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31388-LAUNCH1", + "companyId": null, + "title": "Elyra | AI Reservation System for Restaurants", + "url": "https://www.ycombinator.com/launches/QNp-elyra-ai-reservation-system-for-restaurants", + "publishedAt": "2026-05-16", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2026-05-16，Elyra | AI Reservation System for Restaurants", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31425-LAUNCH1", + "companyId": null, + "title": "WonderTx: Extrapolative AI to Unlock First-in-Class Drugs", + "url": "https://www.ycombinator.com/launches/T5S-wondertx-extrapolative-ai-to-unlock-first-in-class-drugs", + "publishedAt": "2026-08-24", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2026-08-24，WonderTx: Extrapolative AI to Unlock First-in-Class Drugs", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31435-LAUNCH1", + "companyId": null, + "title": "Lumius — The 3D Camera for the Body", + "url": "https://www.ycombinator.com/launches/QI0-lumius-the-3d-camera-for-the-body", + "publishedAt": "2026-05-08", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "YC当前页所挂发布元数据：2026-05-08，Lumius — The 3D Camera for the Body", + "limitation": "本批仅用于产品沿革线索，未声称逐篇重新读完；不以旧发布认定同法人/成立日或迁移收入。" + }, + { + "id": "MISSINGYEAR3-31278-REGISTER", + "companyId": "YC31278", + "title": "Zymbly英国登记", + "url": "https://find-and-update.company-information.service.gov.uk/company/16187087", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方企业登记", + "summary": "16187087于2025-01-15成立，前名NEWTON EDUCATION LTD至2025-07-08。", + "limitation": "英国注册年已核，全球公司/前教育业务法律边界仍待核。" + }, + { + "id": "MISSINGYEAR3-31278-OFFICERS", + "companyId": "YC31278", + "title": "Zymbly董事关联", + "url": "https://find-and-update.company-information.service.gov.uk/company/16187087/officers", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "官方企业登记", + "summary": "Benjamin Jacob、Azmat Habibullah、Robert Bourke与YC创始人名对应。", + "limitation": "董事关联不作完整集团/收入并表证明。" + }, + { + "id": "MISSINGYEAR3-31381-TERMS", + "companyId": null, + "title": "GovGuard合同范围", + "url": "https://www.govguard.com/terms", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "GovGuard Inc.订阅；费用按Order Form，政府续约受拨款可得性影响，最终输出须人审。", + "limitation": "条款日期不是注册，订阅期/拨款风险不是已经实现ARR，未核采购/付款。" + }, + { + "id": "MISSINGYEAR3-31388-TERMS", + "companyId": null, + "title": "Elyra运营主体及资金", + "url": "https://www.elyrasystems.com/terms", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Elyra Inc.特拉华运营者；订阅、用量、短信/语音额度以及代客户no-show费。", + "limitation": "协议更新非注册；代客户处理资金不当平台净收入，瑞典/美国关系未核。" + }, + { + "id": "MISSINGYEAR3-31425-ABOUT", + "companyId": null, + "title": "WonderTx研发范围", + "url": "https://wondertx.ai/about.html", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "自述外推模型与伙伴项目验证，替代注射药为目标。", + "limitation": "200B机会非收入，早期结合/结构实验与获批药物/临床结果分开。" + }, + { + "id": "MISSINGYEAR3-INDEX-POOL", + "companyId": null, + "title": "缺年第三批6项", + "url": "https://www.ycombinator.com/companies", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原缺年54项第19—24项：Zymbly关联公司，5项成立年/主体沿革继续待核。", + "limitation": "累计24项外部补核：1关联、7范围外、15缺年、1 AI待核，余30项。" } ], "reviews": [ @@ -86371,6 +86697,27 @@ "MISSINGYEAR2-31271-HOME" ], "handling": "Rapidfolio客户节省/旧Sable、Maywood行业交易、Jinba用户、VOYGR地点库/免费通话均不进ARR；硬件/实施/人工/数据许可和软件收入待拆。" + }, + { + "id": "MISSINGYEAR3-R-BOUNDARY", + "type": "成立登记、旧产品链及临床/收入边界", + "company": "缺年第三批6项", + "scope": "dataset", + "summary": "Zymbly登记补2025，Cardinal2023旧发布仍待主体连续；GovGuard人审/拨款，Elyra代收费用，WonderTx实验与Lumius研发状态分别记录。", + "evidenceIds": [ + "MISSINGYEAR3-INDEX-POOL", + "MISSINGYEAR3-31278-HOME", + "MISSINGYEAR3-31278-REGISTER", + "MISSINGYEAR3-31311-HOME", + "MISSINGYEAR3-31381-HOME", + "MISSINGYEAR3-31381-TERMS", + "MISSINGYEAR3-31388-HOME", + "MISSINGYEAR3-31388-TERMS", + "MISSINGYEAR3-31425-HOME", + "MISSINGYEAR3-31425-ABOUT", + "MISSINGYEAR3-31435-HOME" + ], + "handling": "客户销售/节省、零件货款、行业TAM、仿体/靶点验证均非自身ARR；无新增收入观测，原发现计数不改。" } ], "coverage": { @@ -92254,6 +92601,114 @@ ] } ] + }, + { + "id": "YC-MISSING-YEAR-3", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原缺年54项第19—24项；1关联、5缺年，累计24项外部补核、余30项；历史发布本批仅元数据沿革线索，不声称重新读全文。", + "complete": false, + "records": [ + { + "id": "YC-MISSING3-31278", + "name": "Zymbly", + "url": "https://www.ycombinator.com/companies/zymbly", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "linked", + "note": "Zymbly英国16187087于2025-01-15成立，前名Newton Education至2025-07-08，董事名与YC创始人相符；按登记2025入表，全球主体/旧教育业务边界待核。当前AI航空零件采购与旧维修助手分开，示例零件报价/节省不是平台收入。", + "evidenceIds": [ + "MISSINGYEAR3-31278-YC", + "MISSINGYEAR3-31278-HOME", + "MISSINGYEAR3-31278-LAUNCH1", + "MISSINGYEAR3-31278-REGISTER", + "MISSINGYEAR3-31278-OFFICERS" + ], + "companyId": "YC31278" + }, + { + "id": "YC-MISSING3-31311", + "name": "Cardinal", + "url": "https://www.ycombinator.com/companies/trycardinal-ai", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Cardinal当前销售Agent，历史同页2023能源Copilot/2025文档API；旧发布并不证明现法人同一，成立和主体沿革继续待核。客户Claybird 70k收入、Leafpress会议数非Cardinal营收，不混同其他Cardinal公司。", + "evidenceIds": [ + "MISSINGYEAR3-31311-YC", + "MISSINGYEAR3-31311-HOME", + "MISSINGYEAR3-31311-LAUNCH1", + "MISSINGYEAR3-31311-LAUNCH2", + "MISSINGYEAR3-31311-LAUNCH3" + ] + }, + { + "id": "YC-MISSING3-31381", + "name": "GovGuard", + "url": "https://www.ycombinator.com/companies/govguard", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "GovGuard政府FOIA检索/删改/草稿助手，条款GovGuard Inc.生效2026-07-07不是注册日；原BoardWatch/物流事业不迁收入。政府拨款续约、人审和实施成本待核，SOC2仍准备检查，试点非合同营收。", + "evidenceIds": [ + "MISSINGYEAR3-31381-YC", + "MISSINGYEAR3-31381-HOME", + "MISSINGYEAR3-31381-LAUNCH1", + "MISSINGYEAR3-31381-TERMS" + ] + }, + { + "id": "YC-MISSING3-31388", + "name": "Elyra", + "url": "https://www.ycombinator.com/companies/elyra", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Elyra餐厅电话/邮件/排座Agent，条款Elyra Inc.更新2026-04-13不作成立日；瑞典/美国主体关系待核。订阅、语音/SMS额度、代餐厅收no-show费分开，客户订位增收非自身ARR；页面计数0是提取状态不补零。", + "evidenceIds": [ + "MISSINGYEAR3-31388-YC", + "MISSINGYEAR3-31388-HOME", + "MISSINGYEAR3-31388-LAUNCH1", + "MISSINGYEAR3-31388-TERMS" + ] + }, + { + "id": "YC-MISSING3-31425", + "name": "WonderTx", + "url": "https://www.ycombinator.com/companies/wondertx", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "WonderTx自述外推AI发现口服小分子，4靶点实验验证非获批疗效，模型/权重/独立复现未读；成立/主体待核。200B疾病机会非公司收入，伙伴实验和未来授权/药物销售不能混算ARR。", + "evidenceIds": [ + "MISSINGYEAR3-31425-YC", + "MISSINGYEAR3-31425-HOME", + "MISSINGYEAR3-31425-LAUNCH1", + "MISSINGYEAR3-31425-ABOUT" + ] + }, + { + "id": "YC-MISSING3-31435", + "name": "Lumius", + "url": "https://www.ycombinator.com/companies/lumius", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Lumius三维超声AI/混合现实研发，穿戴方向仍in development；成立/主体未给。官网明确未由FDA评估且不用于医疗诊断治疗，仿体扫描/10倍成本比较非临床效度或实际收入，不将硬件销售当ARR。", + "evidenceIds": [ + "MISSINGYEAR3-31435-YC", + "MISSINGYEAR3-31435-HOME", + "MISSINGYEAR3-31435-LAUNCH1" + ] + } + ] } ], "directoryRechecks": [ @@ -93584,6 +94039,20 @@ "UNCLEAR8-37272-HOME" ], "reason": "当前资料补足AI任务/专用运行设施，补证入表。10月30发布仍是半便携原型/小数据集，官网最终外形为目标；199美元符号预约不是完整最终价或收入。200+WPM及短校准通用模型未独立核，官网无可读正文/预约页不可访问，不按示意图认定已量产。 不回写1428原审计及928初始新增。" + }, + { + "ycId": 31278, + "originalStatus": "year-outside-or-missing", + "companyId": "YC31278", + "reviewedAt": "2026-10-31", + "evidenceIds": [ + "MISSINGYEAR3-31278-YC", + "MISSINGYEAR3-31278-HOME", + "MISSINGYEAR3-31278-LAUNCH1", + "MISSINGYEAR3-31278-REGISTER", + "MISSINGYEAR3-31278-OFFICERS" + ], + "reason": "原缺年目录经英国官方登记与董事关联补足2025注册线索，保留原Newton Education名称及全球主体待核，不回写原发现。" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index f780609..a324434 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-2", + "version": "2026-10-31-missing-year-3", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -16,7 +16,7 @@ "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", "limitation": "批次不等于成立年；不代表全部公司", - "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。" + "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。 缺年第三批6项：Zymbly经英国登记2025入表、5项继续缺年；累计24项外部补核（1关联/7范围外/15缺年/1 AI待核），余30项。前Newton Education/全球主体、Cardinal旧产品、GovGuard拨款/人审、Elyra代收与医疗研发边界保留。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index f2dfa33..318e68d 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-missing-year-2", + "sourceVersion": "2026-10-31-missing-year-3", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", diff --git a/scripts/audit-ai-research.py b/scripts/audit-ai-research.py index 1c8f781..798c864 100644 --- a/scripts/audit-ai-research.py +++ b/scripts/audit-ai-research.py @@ -173,12 +173,18 @@ def missing_year_followups(): assert len(set(urls)) == len(urls) and set(urls) <= original evidence = {e['id']: e for e in DATA['evidence']} for row in rows: - assert row['status'] in {'outside-cohort', 'pending-year', 'pending-ai'} - assert not row.get('companyId') and row.get('evidenceIds') - assert all(eid in evidence and evidence[eid]['companyId'] is None for eid in row['evidenceIds']) + assert row['status'] in {'outside-cohort', 'pending-year', 'pending-ai', 'linked'} + assert row.get('evidenceIds') + if row['status'] == 'linked': + matches = [r for r in DATA.get('directoryRechecks', []) if r['companyId'] == row.get('companyId')] + assert len(matches) == 1 and matches[0]['originalStatus'] == 'year-outside-or-missing' + assert all(eid in evidence and evidence[eid]['companyId'] == row['companyId'] for eid in row['evidenceIds']) + else: + assert not row.get('companyId') + assert all(eid in evidence and evidence[eid]['companyId'] is None for eid in row['evidenceIds']) counts = Counter(row['status'] for row in rows) return ['', '## 原缺少成立年名单的后续覆盖', '', - f"原快照缺年{len(original)}项，外部补核已有{len(rows)}项：{counts['outside-cohort']}项既有主体/业务范围外、{counts['pending-year']}项成立年待核、{counts['pending-ai']}项AI主营待核，{len(original)-len(rows)}项尚无本系列外部补核记录。", '', + f"原快照缺年{len(original)}项，外部补核已有{len(rows)}项：{counts['linked']}项关联公司、{counts['outside-cohort']}项既有主体/业务范围外、{counts['pending-year']}项成立年待核、{counts['pending-ai']}项AI主营待核，{len(original)-len(rows)}项尚无本系列外部补核记录。", '', '当前YC缺年字段复读与外部主体核查分别统计。登记创建日、公司自述年、产品发布、条款更新和批次不相互替代；已查英国或法国主体不代表完整集团沿革已核。原54项发现计数不回写，也不以Inactive补零收入。', ''] -- 2.52.0 From 445bfb37d0281b70fb5ab26f6144642759cf3145 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 16:41:30 +0800 Subject: [PATCH 3/3] =?UTF-8?q?=E8=A1=A5=E6=A0=B86=E9=A1=B9=E7=BC=BA?= =?UTF-8?q?=E5=B9=B4=E5=80=99=E9=80=89=E5=B9=B6=E5=8C=BA=E5=88=86=E6=97=A7?= =?UTF-8?q?=E4=B8=9A=E5=8A=A1=E4=B8=8E=E8=B5=84=E9=87=91=E7=A4=BA=E4=BE=8B?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 405 ++++++++++++++++++++- content/research/ai-companies.sources.json | 4 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 410 insertions(+), 7 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 0088387..7942f8d 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, 1155); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 3401); + assert.equal(research.evidence.length, 3426); assert.equal(research.observations.length, 453); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 194b6d2..c5a8d7f 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, 1155); - assert.equal(initial.evidence.length, 3401); + assert.equal(initial.evidence.length, 3426); assert.equal(initial.observations.length, 453); assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata"); assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit"); @@ -406,7 +406,7 @@ test("unreconciled directory financials remain source reviews instead of income assert.ok(review.evidenceIds.includes("PH-TANA-DR")); assert.equal(reviewCompanyIds(snapshot, review).length, 0); assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR")); - assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 39); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 43); }); 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 edf576d..915bfc5 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-3", + "version": "2026-10-31-missing-year-4", "asOf": "2026-10-31", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -80394,6 +80394,281 @@ "kind": "公司自述官方资料复核", "summary": "原缺年54项第19—24项：Zymbly关联公司，5项成立年/主体沿革继续待核。", "limitation": "累计24项外部补核：1关联、7范围外、15缺年、1 AI待核，余30项。" + }, + { + "id": "MISSINGYEAR4-31473-YC", + "companyId": null, + "title": "Kuli：缺年复核", + "url": "https://www.ycombinator.com/companies/kuli", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "AI coworker for marketing teams at the largest consumer brands；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31473-HOME", + "companyId": null, + "title": "Kuli：当前官网", + "url": "https://kuli.one/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Kuli为消费品牌视频理解/创作者营销Agent，成立/法律主体待核；官网条款只提取导航，未称正文已读。YC对比50k/月人工代理费是替代成本，不是Kuli售价/收入；百万视频和品牌使用非付费数量。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31473-LAUNCH1", + "companyId": null, + "title": "Kuli: The AI coworker for marketing teams at Consumer Brands", + "url": "https://www.ycombinator.com/launches/QCG-kuli-the-ai-coworker-for-marketing-teams-at-consumer-brands", + "publishedAt": "2026-05-04", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-05-04，Kuli: The AI coworker for marketing teams at Consumer Brands", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31503-YC", + "companyId": null, + "title": "Apollo Atomics, Inc.：缺年复核", + "url": "https://www.ycombinator.com/companies/apollo-atomics-inc", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "We make the most compact nuclear reactors；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31503-HOME", + "companyId": null, + "title": "Apollo Atomics, Inc.：当前官网", + "url": "https://apolloatomics.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Apollo Atomics公司公开资料列2025成立，但当前主营核能设备/供能，AI客户或加入AI核能联盟不足以确认核心学习任务。官网20GW LOI、3美分/kWh目标、2027示范与行业15000反应堆年均非当前收入/已完成部署；注册及AI主营继续补证。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31503-LAUNCH1", + "companyId": null, + "title": "Apollo Atomics: The Modern Nuclear Company", + "url": "https://www.ycombinator.com/launches/QXj-apollo-atomics-the-modern-nuclear-company", + "publishedAt": "2026-05-27", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-05-27，Apollo Atomics: The Modern Nuclear Company", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31522-YC", + "companyId": null, + "title": "Gravy：缺年复核", + "url": "https://www.ycombinator.com/companies/gravy", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Agents that move money, trade stocks, and file taxes.；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31522-HOME", + "companyId": null, + "title": "Gravy：当前官网", + "url": "https://gravy.finance/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Gravy当前本地个人财务AI桌面，条款Gravy Technologies Limited，2026-04-27生效非注册日。条款明确默认只读且不发起转账/交易/支付，与YC旧标题不同；首页无服务器/数据永不离设备与条款托管/连接器/模型依赖有范围差异，不独立认定隐私。示例余额/投资涨幅非Gravy收入。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31522-LAUNCH1", + "companyId": null, + "title": "Gravy - Agents for your personal finances", + "url": "https://www.ycombinator.com/launches/QdW-gravy-agents-for-your-personal-finances", + "publishedAt": "2026-06-01", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-06-01，Gravy - Agents for your personal finances", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31546-YC", + "companyId": null, + "title": "ReasonBlocks：缺年复核", + "url": "https://www.ycombinator.com/companies/reasonblocks", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Specialized models that make your AI agents cheaper and more reliable.；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31546-HOME", + "companyId": null, + "title": "ReasonBlocks：当前官网", + "url": "https://reasonblocks.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "ReasonBlocks依YC自述将生产轨迹训练为专用模型，含训练/路由/托管；成立与主体未知，官网无可读正文。10倍推理便宜是厂商效果/客户成本，不当公司营收/毛利，未取得权重/基准或实测。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31546-LAUNCH1", + "companyId": null, + "title": "ReasonBlocks - Stop your AI agents from burning money re-learning what they already know.", + "url": "https://www.ycombinator.com/launches/Q5O-reasonblocks-stop-your-ai-agents-from-burning-money-re-learning-what-they-already-know", + "publishedAt": "2026-04-27", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-04-27，ReasonBlocks - Stop your AI agents from burning money re-learning what they already know.", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31584-YC", + "companyId": null, + "title": "CONUS：缺年复核", + "url": "https://www.ycombinator.com/companies/conus", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "The AI knowledge layer for medical devices；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-31584-HOME", + "companyId": null, + "title": "CONUS：当前官网", + "url": "https://conus-med.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "CONUS官网沿革明确2022年3月成立Medical Solutions GmbH，2024—25建设、2026 YC及美国扩展；按旧业务排除新公司。20+医院是采用非付费，医院核心许可免费而Intelligence可收费，App Store佣金/个人月年与机构合同分开；不迁医疗器械货款或临床效果为平台收入。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-31584-LAUNCH1", + "companyId": null, + "title": "CONUS: The AI Knowledge Layer for Medical Devices", + "url": "https://www.ycombinator.com/launches/Vdh-conus-the-ai-knowledge-layer-for-medical-devices", + "publishedAt": "2026-10-13", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-10-13，CONUS: The AI Knowledge Layer for Medical Devices", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-32131-YC", + "companyId": null, + "title": "Shielded：缺年复核", + "url": "https://www.ycombinator.com/companies/shielded", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "We help Fortune 500 companies hedge their supply chain risk；YC成立字段仍空。", + "limitation": "批次非成立，原名录不回写。" + }, + { + "id": "MISSINGYEAR4-32131-HOME", + "companyId": null, + "title": "Shielded：当前官网", + "url": "https://www.shieldedglobal.com/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "Shielded供应链风险/毛利影响决策软件，成立/法律主体未知，条款仍Coming Soon。网站风险覆盖/关税损失/4.2M覆盖是客户模拟，不当公司收入/保险实赔；数据集成、人工分析、软件与对冲服务费用待拆，未操作交易。", + "limitation": "厂商主张、当前可读状态和独立法律/财务/技术验证分开。" + }, + { + "id": "MISSINGYEAR4-32131-LAUNCH1", + "companyId": null, + "title": "Shielded: The company brain for supply chain risk", + "url": "https://www.ycombinator.com/launches/SPp-shielded-the-company-brain-for-supply-chain-risk", + "publishedAt": "2026-08-06", + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "当前YC所挂发布元数据：2026-08-06，Shielded: The company brain for supply chain risk", + "limitation": "本批只保存发布沿革线索，未声称重新阅读全文或按发布时间补成立年。" + }, + { + "id": "MISSINGYEAR4-31473-TERMS", + "companyId": null, + "title": "Kuli条款读取限制", + "url": "https://kuli.one/termsandconditions/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "仅取得导航/链接，没有条款正文。", + "limitation": "未以空壳当注册/费用/合同证据。" + }, + { + "id": "MISSINGYEAR4-31503-COMPANY", + "companyId": null, + "title": "Apollo公司年份线索", + "url": "https://www.linkedin.com/company/apollo-atomics/", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "公开公司资料列2025及同域名/业务。", + "limitation": "公司自述非注册核验；核能与AI客户不自动等AI主营。" + }, + { + "id": "MISSINGYEAR4-31522-TERMS", + "companyId": null, + "title": "Gravy现运营者与功能边界", + "url": "https://gravy.finance/terms", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "运营者Gravy Technologies Limited；账户默认只读，非代客发起交易；含托管、身份认证、连接器和模型服务。", + "limitation": "生效日非成立，不能据本地宣传认定全部处理无远程依赖；未连接账户/交易。" + }, + { + "id": "MISSINGYEAR4-31584-HISTORY", + "companyId": null, + "title": "CONUS成立与业务沿革", + "url": "https://conus-med.com/en/about-us", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "官网列2022年3月成立、2024—25建设、2026加入YC/美国扩展。", + "limitation": "自述成立而非独立注册日；集团/新美国主体不另算新创业。" + }, + { + "id": "MISSINGYEAR4-31584-PRICE", + "companyId": null, + "title": "CONUS免费核心与收费智能服务", + "url": "https://conus-med.com/en/pricing", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "核心医院许可免费，Intelligence个体按席位月/年或机构自定合同，App Store含佣金。", + "limitation": "价格表本轮加载失败，未取得金额；免费核心不等公司零收入，20+医院非20付费合同。" + }, + { + "id": "MISSINGYEAR4-32131-TERMS", + "companyId": null, + "title": "Shielded条款缺项", + "url": "https://www.shieldedglobal.com/terms-of-service", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "明确正式条款仍在准备，Coming Soon。", + "limitation": "不能当已签合同或主体/收费证据。" + }, + { + "id": "MISSINGYEAR4-INDEX-POOL", + "companyId": null, + "title": "缺年第四批6项", + "url": "https://www.ycombinator.com/companies", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "公司自述官方资料复核", + "summary": "原54项第25—30项：1旧业务范围外、4成立待核、1 AI主营待核。", + "limitation": "累计30项外部补核（1关联/8范围外/19缺年/2 AI待核），余24项；无新公司或收入观测。" } ], "reviews": [ @@ -86718,6 +86993,28 @@ "MISSINGYEAR3-31435-HOME" ], "handling": "客户销售/节省、零件货款、行业TAM、仿体/靶点验证均非自身ARR；无新增收入观测，原发现计数不改。" + }, + { + "id": "MISSINGYEAR4-R-BOUNDARY", + "type": "旧主体、远程依赖与业务收入边界", + "company": "缺年第四批6项", + "scope": "dataset", + "summary": "CONUS2022旧业务不作新创业；Apollo AI主营仍不明；Gravy旧交易标题与当前只读条款/远程依赖分开，空条款和模型效果不补成立/收入。", + "evidenceIds": [ + "MISSINGYEAR4-INDEX-POOL", + "MISSINGYEAR4-31473-HOME", + "MISSINGYEAR4-31473-TERMS", + "MISSINGYEAR4-31503-HOME", + "MISSINGYEAR4-31522-HOME", + "MISSINGYEAR4-31522-TERMS", + "MISSINGYEAR4-31546-HOME", + "MISSINGYEAR4-31584-HOME", + "MISSINGYEAR4-31584-HISTORY", + "MISSINGYEAR4-31584-PRICE", + "MISSINGYEAR4-32131-HOME", + "MISSINGYEAR4-32131-TERMS" + ], + "handling": "LOI、目标电价、示例财务、代理替代成本/客户推理节省、采用数和免费医院许可不反推ARR；原发现及收入图不变。" } ], "coverage": { @@ -92709,6 +93006,112 @@ ] } ] + }, + { + "id": "YC-MISSING-YEAR-4", + "sourceId": "S01", + "url": "https://www.ycombinator.com/companies", + "accessedAt": "2026-10-31", + "scope": "原缺年54项第25—30项；1范围外、4缺年、1 AI待核，累计30项补核余24项。历史发布只读元数据线索，未重新读全文。", + "complete": false, + "records": [ + { + "id": "YC-MISSING4-31473", + "name": "Kuli", + "url": "https://www.ycombinator.com/companies/kuli", + "categoryId": "C06", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Kuli为消费品牌视频理解/创作者营销Agent，成立/法律主体待核；官网条款只提取导航，未称正文已读。YC对比50k/月人工代理费是替代成本，不是Kuli售价/收入；百万视频和品牌使用非付费数量。", + "evidenceIds": [ + "MISSINGYEAR4-31473-YC", + "MISSINGYEAR4-31473-HOME", + "MISSINGYEAR4-31473-LAUNCH1", + "MISSINGYEAR4-31473-TERMS" + ] + }, + { + "id": "YC-MISSING4-31503", + "name": "Apollo Atomics, Inc.", + "url": "https://www.ycombinator.com/companies/apollo-atomics-inc", + "categoryId": "C10", + "kind": "company", + "profileStatus": "readable", + "status": "pending-ai", + "note": "Apollo Atomics公司公开资料列2025成立，但当前主营核能设备/供能，AI客户或加入AI核能联盟不足以确认核心学习任务。官网20GW LOI、3美分/kWh目标、2027示范与行业15000反应堆年均非当前收入/已完成部署；注册及AI主营继续补证。", + "evidenceIds": [ + "MISSINGYEAR4-31503-YC", + "MISSINGYEAR4-31503-HOME", + "MISSINGYEAR4-31503-LAUNCH1", + "MISSINGYEAR4-31503-COMPANY" + ] + }, + { + "id": "YC-MISSING4-31522", + "name": "Gravy", + "url": "https://www.ycombinator.com/companies/gravy", + "categoryId": "C09", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Gravy当前本地个人财务AI桌面，条款Gravy Technologies Limited，2026-04-27生效非注册日。条款明确默认只读且不发起转账/交易/支付，与YC旧标题不同；首页无服务器/数据永不离设备与条款托管/连接器/模型依赖有范围差异，不独立认定隐私。示例余额/投资涨幅非Gravy收入。", + "evidenceIds": [ + "MISSINGYEAR4-31522-YC", + "MISSINGYEAR4-31522-HOME", + "MISSINGYEAR4-31522-LAUNCH1", + "MISSINGYEAR4-31522-TERMS" + ] + }, + { + "id": "YC-MISSING4-31546", + "name": "ReasonBlocks", + "url": "https://www.ycombinator.com/companies/reasonblocks", + "categoryId": "C03", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "ReasonBlocks依YC自述将生产轨迹训练为专用模型，含训练/路由/托管；成立与主体未知，官网无可读正文。10倍推理便宜是厂商效果/客户成本，不当公司营收/毛利，未取得权重/基准或实测。", + "evidenceIds": [ + "MISSINGYEAR4-31546-YC", + "MISSINGYEAR4-31546-HOME", + "MISSINGYEAR4-31546-LAUNCH1" + ] + }, + { + "id": "YC-MISSING4-31584", + "name": "CONUS", + "url": "https://www.ycombinator.com/companies/conus", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "outside-cohort", + "note": "CONUS官网沿革明确2022年3月成立Medical Solutions GmbH，2024—25建设、2026 YC及美国扩展；按旧业务排除新公司。20+医院是采用非付费，医院核心许可免费而Intelligence可收费，App Store佣金/个人月年与机构合同分开；不迁医疗器械货款或临床效果为平台收入。", + "evidenceIds": [ + "MISSINGYEAR4-31584-YC", + "MISSINGYEAR4-31584-HOME", + "MISSINGYEAR4-31584-LAUNCH1", + "MISSINGYEAR4-31584-HISTORY", + "MISSINGYEAR4-31584-PRICE" + ] + }, + { + "id": "YC-MISSING4-32131", + "name": "Shielded", + "url": "https://www.ycombinator.com/companies/shielded", + "categoryId": "C07", + "kind": "company", + "profileStatus": "readable", + "status": "pending-year", + "note": "Shielded供应链风险/毛利影响决策软件，成立/法律主体未知，条款仍Coming Soon。网站风险覆盖/关税损失/4.2M覆盖是客户模拟，不当公司收入/保险实赔；数据集成、人工分析、软件与对冲服务费用待拆，未操作交易。", + "evidenceIds": [ + "MISSINGYEAR4-32131-YC", + "MISSINGYEAR4-32131-HOME", + "MISSINGYEAR4-32131-LAUNCH1", + "MISSINGYEAR4-32131-TERMS" + ] + } + ] } ], "directoryRechecks": [ diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index a324434..dd26a88 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-missing-year-3", + "version": "2026-10-31-missing-year-4", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -16,7 +16,7 @@ "initialAccess": "官网目录可访问", "boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。", "limitation": "批次不等于成立年；不代表全部公司", - "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。 缺年第三批6项：Zymbly经英国登记2025入表、5项继续缺年；累计24项外部补核（1关联/7范围外/15缺年/1 AI待核），余30项。前Newton Education/全球主体、Cardinal旧产品、GovGuard拨款/人审、Elyra代收与医疗研发边界保留。" + "nextCheck": "已统一企业141、行业252、模型标签26、开发标签51、其余标签34项，共504项新增主营复核。当前928条原YC新增记录保留发现来源，其中基础项871条均已做主营人工复核（871条），57条深化个案。C05规则89保留27/移62，C05标签52保留10/移42；C07规则184保留135/移49，C07标签68保留39/移29；模型标签26保留17/移9，开发标签51保留16/移35，其余标签34保留16/移18。主营复核仍含C00/短简介/混合交付缺项，不等完整产品/技术/财务审计。Tasklet及Native新产品与旧业务链保留，发现审计不改；Freya、Epicenter、Stellon许可及公开材料/厂商基准范围分开。客户收入、估价、资产、节省、管线/意向、预订需求、旧公司收入与示例排除自身ARR；Locke服务run-rate不等ARR，Mixy历史MRR/捐赠、Isengard无期间收入分开。各批证据、观测、核查与主体/收费/人工成本缺项均保留；全部确认来源清单的候选范围、AI不明/成立冲突及公司财务技术缺项继续核，不能声称全来源研究完成。 原AI不明192项已按原顺序补核八批192项：103新增、7复用（含此前已核EveryApp）、82保留AI主营待核，共110关联；没有再把EveryApp额外加1，全池192项均有可回查后续记录。原发现审计/928初始新增不回写；已读全池不等82项均确认AI，更不等268年范围外/缺失、6日期冲突和其他来源全部完成。Rhem交付后租赁/旧买断、Subvocal预约、EveryApp托管计划/Cloudflare费/OpenSEO套餐、ObsessionDB资源估算与BYOC年度运维分开，不新增可比MRR；市政债未来模块、原型/健康/倍速演示及Clean模型实现缺项保留。 原268项年份范围外/缺失已按原快照拆为214项列2022—2024（4/30/180）和54项无年，不称214项本轮登记核验。另6项日期冲突全池已补现官网和2025旧发布，均成立年待核，未新增公司；运营者/条款日期不替注册证据，Layers现AI核心待核，客户销售/利润计算器和前事业收入排除。 原54缺年已复读YC字段均仍空；外部补核首12项：5旧业务范围外、6缺年、1转AI待核，42项外部核查待续。政府登记与公司年份自述分开，美国/集团沿革、Inactive及新旧交付限制保留，无公司/收入新增。 缺年第二批6项：Milliray/DroneTector与Jinba/Carnot旧业务排除，4继续缺年；累计18项外部补核（7范围外/10缺年/1 AI待核），36项待续。Maywood公司自报2025及登记缺项、Q2Q Inactive和客户金额/按成功电话计费边界保留。 缺年第三批6项：Zymbly经英国登记2025入表、5项继续缺年；累计24项外部补核（1关联/7范围外/15缺年/1 AI待核），余30项。前Newton Education/全球主体、Cardinal旧产品、GovGuard拨款/人审、Elyra代收与医疗研发边界保留。 缺年第四批6项：CONUS旧业务排除、4缺年、Apollo AI待核；累计30项（1关联/8范围外/19缺年/2 AI待核），余24项。Gravy当前只读与远程依赖、空条款、CONUS免费核心与收费智能许可和LOI/示例金额边界保留。" }, { "id": "S02", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 318e68d..c1afb87 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-missing-year-3", + "sourceVersion": "2026-10-31-missing-year-4", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0