统一 AI 公司研究:ARR 分类表、名单补查与 CI 统计修复 #41

Merged
Zayden-Jung merged 66 commits from codex/ai-research-consolidated into main 2026-10-31 15:25:37 +00:00
5 changed files with 179 additions and 16 deletions
Showing only changes of commit 1ca8ab72e8 - Show all commits
+1 -1
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@@ -184,7 +184,7 @@ async function main() {
const research = await researchResponse.json();
assert.equal(research.companies.length, 1189);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 4423);
assert.equal(research.evidence.length, 4434);
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 });
+2 -2
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@@ -105,7 +105,7 @@ 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, 1189);
assert.equal(initial.evidence.length, 4423);
assert.equal(initial.evidence.length, 4434);
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");
@@ -146,7 +146,7 @@ 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, 200);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 113);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 115);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
+172 -9
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@@ -1,5 +1,5 @@
{
"version": "2026-10-31-yc-ai-revisit-3",
"version": "2026-10-31-yc-ai-revisit-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": [
@@ -93078,6 +93078,127 @@
"kind": "公司/模型发布者原始资料及访问边界",
"summary": "同名英国域自述AI加人工运营营销,按品牌/渠道月费并区分媒体支出;页面未见与原YC创始人或costream.ai的对应关系。",
"limitation": "仅用于阻止同名误连:不把该站AI能力、英镑价格、运营者旧触达或服务收入填入本YC公司;未确认两者法人关系,目录工业SCADA标签亦不替原始公司证明。"
},
{
"id": "YCAIRE4-ALBACORE-HOME",
"companyId": null,
"title": "Albacore当前产品与融资归属",
"url": "https://www.albacore.inc/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "公司当前产品仍为自主水下系统,面向国防及海洋业务;官网新闻入口标2025-10种子融资650万美元,未公开软件订阅或经营收入。",
"limitation": "自主、导航和分析软件的描述未明确学习模型或AI核心交付;融资不作收入,厂商产品规格/性能未独立验证,创始人旧公司采购业绩不归新公司。"
},
{
"id": "YCAIRE4-ALBACORE-TERMS",
"companyId": null,
"title": "Albacore网站使用条款非采购合同",
"url": "https://www.albacore.inc/terms",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "原terms仅网站信息使用、免责声明、第三方链接与知识产权条款,声明信息不保证完整/及时。",
"limitation": "未取得产品采购、交付验收、软件许可/维护或重复付款条款;不能以网站Terms标题当商业合同或订单确认,未提交业务询问。"
},
{
"id": "YCAIRE4-PERSEUS-HOME",
"companyId": null,
"title": "Perseus当前实体产品和成本宣传归属",
"url": "https://www.perseusdefense.com/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "当前公司网站为反无人机实体产品,列团队及面向美国政府部门的业务目标,新闻区反链陆军原始试验报道。",
"limitation": "成本/量产宣传不是售价、实际交付数量或收入;目标客户和新闻链接不证明采购合同。自动化描述及团队履历未补足具体AI核心产品依据。"
},
{
"id": "YCAIRE4-PERSEUS-ARMY",
"companyId": null,
"title": "陆军原始试验报道的证明边界",
"url": "https://www.army.mil/article/291721/1st_cavalry_division_tests_golden_shield_counter_drone_syste",
"publishedAt": "2026-04-14",
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "美国陆军第一骑兵师原始报道明确Perseus产品参与2026年4月现场试验,报道将阶段称为实验与测试。",
"limitation": "是外部机构试验参与证据,但未公布可独立复算的产品指标、采购金额或AI模型验证;不能将整个多供应商系统的能力归为该公司独有AI,也不推已批量部署或经常收入。"
},
{
"id": "YCAIRE4-DURANIUM-HOME",
"companyId": null,
"title": "Duranium试验产能与未来工厂阶段",
"url": "https://duranium.co/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "公司称首个奥克兰镁试验系统已运行、铭牌年产能15吨;其他金属列2027/2028试验计划,示范规模开发中、商业规模计划中。",
"limitation": "铭牌年产能不是实际产量、销售量、订单或收入;动画抓取零值不当零产量。当前阶段自述未独立现场核验,旧2029规模/利润目标仍非已实现财务。"
},
{
"id": "YCAIRE4-DURANIUM-TECH",
"companyId": null,
"title": "Duranium工艺研发与经济性边界",
"url": "https://duranium.co/technology",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "当前技术页介绍一体化金属生产设备及工艺研发,另列开发中的循环工艺升级,业务交付仍是实体金属生产。",
"limitation": "工艺改进/清洁生产/利润率提升描述未给实收收入或AI软件合同;研发中升级不当全厂已实现性能,未复现或评估工艺技术。"
},
{
"id": "YCAIRE4-DURANIUM-CULTURE",
"companyId": null,
"title": "Duranium内部AI使用说明",
"url": "https://duranium.co/join-us",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "原始招聘文化页称使用AI提升表现,同一团队设计、建设并运行工厂。",
"limitation": "这能支持内部使用AI的自述,但未说明AI产品、实际关键任务或向客户交付模型/软件,不因内部AI工具或工程招聘直接确认AI主营。"
},
{
"id": "YCAIRE4-MUNIFY-HOME",
"companyId": null,
"title": "Munify产品开放阶段与客户资金",
"url": "https://www.munify.ai/",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "当前产品为跨境账户、虚拟卡、钱包/支付及企业API,部分多币种/收款/发票与移动应用区仍显示即将推出,同时存在下载入口和客户评价。",
"limitation": "同页阶段不一致保留,未开户/下载验证各地区可用性;客户评价不是独立付费人数,客户资金/发票/汇款本金不是平台收入,金融轨道与.ai域名不证AI主营。"
},
{
"id": "YCAIRE4-MUNIFY-PRICE",
"companyId": null,
"title": "Munify付费档位缺少计费周期",
"url": "https://www.munify.ai/legal/munify-pricing",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "收费表列Standard免费、Plus原$7.99、Premium原$19.99,钱包转账/汇兑与小额入金另有费用;高档可免部分交易收费。",
"limitation": "可读价表未标档位计费周期及明确币种,不按月或年推算;客户入金上下限、积分返还不是营收。套餐费与净交易费/伙伴分成待实际合同核验,无付费数不推ARR。"
},
{
"id": "YCAIRE4-MUNIFY-TERMS",
"companyId": null,
"title": "Munify运营者、第三方服务与费用条款",
"url": "https://www.munify.ai/legal/terms-and-conditions",
"publishedAt": null,
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "条款运营者Munify Corporation,说明服务依赖银行/支付及网络伙伴,平台不作为银行或托管受托人;费用经服务/价表披露并可变更。",
"limitation": "条款自述未替法律注册或牌照核验;第三方资金与平台净费分开,未取得合作方分摊或套餐实际账单,亦未补足AI产品交付。"
},
{
"id": "YCAIRE4-MUNIFY-PRESS",
"companyId": null,
"title": "Munify融资、许可初批与前事业规模分开",
"url": "https://www.munify.ai/blogs/munify-secures-in-principle-approval-for-license-in-uae-from-dfsa-accelerating-its-mena-expansion",
"publishedAt": "2025-11-25",
"accessedAt": "2026-10-31",
"kind": "公司/政府原始资料及访问边界",
"summary": "公司新闻稿正文称获DFSA原则性批准并融资450万美元;创始人旧Huspy处理70余亿美元交易及埃及汇款市场规模分别出现。",
"limitation": "公司稿不是监管原始登记,原则批准不扩大为正式全部许可;融资、前公司交易额与目标市场体量不是Munify收入或ARR。首页列表日期与正文25日差异不用于推注册年。"
}
],
"reviews": [
@@ -101170,6 +101291,37 @@
"YCAIRE3-COSTREAM-NAMESAKE"
],
"handling": "三项继续AI主营待核。薪资税款、雇佣服务/人工支持与净平台费分列;月球任务/会员名称不证明已收经常收入,同名.co.uk价表/工业SCADA目录标签及创始人旧用户不继承YC公司。"
},
{
"id": "YCAIRE4-R-STAGE",
"type": "现场试验、工厂产能与AI产品资格",
"company": "Albacore / Perseus Defense / Duranium",
"scope": "dataset",
"summary": "陆军原始报道支持Perseus产品参与现场试验,但非产品独有AI验证/采购;Duranium区分运行试验线、铭牌容量与未来商业化,内部AI使用不等面客AI主营。",
"evidenceIds": [
"YCAIRE4-ALBACORE-HOME",
"YCAIRE4-ALBACORE-TERMS",
"YCAIRE4-PERSEUS-HOME",
"YCAIRE4-PERSEUS-ARMY",
"YCAIRE4-DURANIUM-HOME",
"YCAIRE4-DURANIUM-TECH",
"YCAIRE4-DURANIUM-CULTURE"
],
"handling": "三项仍pending-ai,并保留外部试验参与这项更强证据;不将自主化/整套系统能力、同团队旧履历转为模型验证。网站条款非采购合同,成本/铭牌产能/融资/利润目标不作收入;未进行独立性能评测。"
},
{
"id": "YCAIRE4-R-PAYMENTS",
"type": "金融档位周期、许可初批与旧事业收入归属",
"company": "Munify",
"scope": "dataset",
"summary": "原始收费表有付费档位但周期未列,条款列运营者和第三方服务,融资稿同时含旧事业交易与目标市场。",
"evidenceIds": [
"YCAIRE4-MUNIFY-HOME",
"YCAIRE4-MUNIFY-PRICE",
"YCAIRE4-MUNIFY-TERMS",
"YCAIRE4-MUNIFY-PRESS"
],
"handling": "继续AI主营待核;不年化未知周期报价,不把客户资金、融资、Huspy交易或市场规模作ARR。原则性批准公司自述不等已正式全面持牌,产品Soon/下载阶段并存不等各地实际可用;待净费分摊、实际合同及AI产品证据。"
}
],
"coverage": {
@@ -104150,9 +104302,11 @@
"evidenceIds": [
"UNCLEAR2-30704-YC",
"UNCLEAR2-30704-LAUNCH1",
"UNCLEAR2-30704-HOME"
"UNCLEAR2-30704-HOME",
"YCAIRE4-ALBACORE-HOME",
"YCAIRE4-ALBACORE-TERMS"
],
"note": "原ai-unclear,YC当前自报2025成立。自主水下系统;已明确机器人/导航交付,但本轮资料未说明学习模型或AI核心实现,AI主营资格继续待核。创始人旧公司合同、采购履历和融资不能作本公司收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。"
"note": "原ai-unclear,YC当前自报2025成立。自主水下系统;已明确机器人/导航交付,但本轮资料未说明学习模型或AI核心实现,AI主营资格继续待核。创始人旧公司合同、采购履历和融资不能作本公司收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。 后续原官网仅产品/融资及网站使用条款,未得采购/软件维护合同;650万美元种子融资非收入,导航软件描述仍未明确AI核心。"
},
{
"id": "YC-AI2-30706",
@@ -104181,9 +104335,11 @@
"evidenceIds": [
"UNCLEAR2-30708-YC",
"UNCLEAR2-30708-LAUNCH1",
"UNCLEAR2-30708-HOME"
"UNCLEAR2-30708-HOME",
"YCAIRE4-PERSEUS-HOME",
"YCAIRE4-PERSEUS-ARMY"
],
"note": "原ai-unclear,YC当前自报2025成立。自主反无人机实体系统;公开资料明确自动跟踪与制导,但尚未补足AI模型或核心AI业务证据,创始人机器学习履历不替代产品证据。成本宣传、访谈和合作意向不作收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。"
"note": "原ai-unclear,YC当前自报2025成立。自主反无人机实体系统;公开资料明确自动跟踪与制导,但尚未补足AI模型或核心AI业务证据,创始人机器学习履历不替代产品证据。成本宣传、访谈和合作意向不作收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。 后续官网反链陆军2026-04-14原始报道确认4月产品参与现场试验,阶段仍实验/测试;不把多供应商系统能力归为该产品独有AI、试验当采购金额/经常收入。成本宣传非实际售价或订单。"
},
{
"id": "YC-AI2-30777",
@@ -104212,9 +104368,12 @@
"evidenceIds": [
"UNCLEAR2-30781-YC",
"UNCLEAR2-30781-LAUNCH1",
"UNCLEAR2-30781-HOME"
"UNCLEAR2-30781-HOME",
"YCAIRE4-DURANIUM-HOME",
"YCAIRE4-DURANIUM-TECH",
"YCAIRE4-DURANIUM-CULTURE"
],
"note": "原ai-unclear,YC当前自报2025成立。金属生产工艺和工厂;未取得AI核心交付依据。2029产量份额及目标EBITDA率是预测,不是现有利润或收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。"
"note": "原ai-unclear,YC当前自报2025成立。金属生产工艺和工厂;未取得AI核心交付依据。2029产量份额及目标EBITDA率是预测,不是现有利润或收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。 后续官网自述奥克兰首镁试验系统15吨/年铭牌容量已运行,其他2027/2028试验/商业工厂仍计划;铭牌非实际销量。招聘页确称内部用AI但未述面客AI产品/关键模型,不据AI工具/未来利润率确认主营或ARR。"
},
{
"id": "YC-AI2-30786",
@@ -104226,9 +104385,13 @@
"status": "pending-ai",
"evidenceIds": [
"UNCLEAR2-30786-YC",
"UNCLEAR2-30786-HOME"
"UNCLEAR2-30786-HOME",
"YCAIRE4-MUNIFY-HOME",
"YCAIRE4-MUNIFY-PRICE",
"YCAIRE4-MUNIFY-TERMS",
"YCAIRE4-MUNIFY-PRESS"
],
"note": "原ai-unclear,YC当前自报2025成立。跨境金融账户/支付;稳定币及区块链不等AI主营,.ai域名不作入表证据。客户资金、费率和投资人不是已核收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。"
"note": "原ai-unclear,YC当前自报2025成立。跨境金融账户/支付;稳定币及区块链不等AI主营,.ai域名不作入表证据。客户资金、费率和投资人不是已核收入。 未入公司表,继续AI主营待核,不是确认范围外或成立年缺失。 后续套餐原$7.99/19.99未标周期/明确币种,不按月年化;套餐与交易净费/第三方分摊待核。Munify Corporation条款/2025原则性牌照批准属自述非注册监管复核;450万融资、旧Huspy70亿交易和市场汇款非自身收入。部分功能Soon与下载入口并存,实际可用待核。"
},
{
"id": "YC-AI2-30798",
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-10-31-yc-ai-revisit-3",
"sourceVersion": "2026-10-31-yc-ai-revisit-4",
"asOf": "2026-10-31",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",