From 91d6c22e6befe3398b1128be9a97bb9f47daba4d Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 00:30:51 +0800 Subject: [PATCH 1/6] Classify six SR007 follow-ups and preserve revenue attribution limits --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 16 +- content/research/ai-companies.seed.json | 485 +++++++++++++++++++-- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 473 insertions(+), 40 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index d1ed1f3..f6dfea0 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, 1202); + assert.equal(research.companies.length, 1207); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4689); + assert.equal(research.evidence.length, 4704); 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 97031a3..5df23df 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,8 +123,8 @@ 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, 1202); - assert.equal(initial.evidence.length, 4689); + assert.equal(initial.companies.length, 1207); + assert.equal(initial.evidence.length, 4704); assert.equal(initial.observations.length, 453); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 4); @@ -169,9 +169,9 @@ 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, 219); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 221); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 47); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 48); 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")!), []); @@ -190,11 +190,11 @@ 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), 1202); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1207); 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); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1123); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1128); 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")); @@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 187); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 192); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -531,7 +531,7 @@ 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, 189); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 183); }); 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 5fd7c7a..1dd6eda 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-public-roster-1", + "version": "2026-11-01-sr007-followup-1", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -37848,6 +37848,189 @@ "SR007R-BANBURY-HOME" ] } + }, + { + "id": "AI111", + "name": "Baro", + "url": "https://www.heybaro.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 5, + "location": "美国纽约（投资方资料）", + "business": "为消费品牌提供AI经营建议、批准后执行及供应商管理。", + "buyer": "消费品牌运营团队", + "delivery": "早期访问；软件和供应商/运营服务混合交付，实际自动化与人工比例未核", + "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。", + "cohort": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核", + "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日", + "price": "可能含一次性启动包、GMV佣金及广告管理费；具体分成、订单、退款版本待核", + "stage": "早期访问；软件和供应商/运营服务混合交付，实际自动化与人工比例未核", + "sourceType": "投资方公司资料、官网及可读条款", + "evidenceIds": [ + "SR007F1-BARO-SR", + "SR007F1-BARO-HOME", + "SR007F1-BARO-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "平台/运营服务及结果收费；客户GMV、广告预算与本公司净费分开", + "entityBasis": "条款自述BARO Inc.与Delaware适用法，未核登记；旧公司履历不归新主体", + "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。", + "evidenceIds": [ + "SR007F1-BARO-SR", + "SR007F1-BARO-HOME" + ] + } + }, + { + "id": "AI112", + "name": "Blueprint（blueprint.io）", + "url": "https://www.blueprint.io/", + "channel": "S14", + "cat": "C04", + "year": 2026, + "team": 4, + "location": "美国旧金山（投资方资料）", + "business": "以自然语言需求辅助硬件原型设计及工程准备。", + "buyer": "硬件工程与产品开发团队", + "delivery": "投资方说明可读；官网仅标题，当前完整产品/交付成熟度未核", + "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。", + "cohort": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核", + "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日", + "price": "未取得可读价表或合同", + "stage": "投资方说明可读；官网仅标题，当前完整产品/交付成熟度未核", + "sourceType": "投资方公司资料、官网及可读条款", + "evidenceIds": [ + "SR007F1-BLUEPRINT-SR", + "SR007F1-BLUEPRINT-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "硬件设计软件/工程平台，许可与服务收费未核；不等硬件设备销售", + "entityBasis": "精确法律主体/登记缺，不能套同名Blueprint公司年份或收入", + "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。", + "evidenceIds": [ + "SR007F1-BLUEPRINT-SR", + "SR007F1-BLUEPRINT-HOME" + ] + } + }, + { + "id": "AI113", + "name": "Cartsy", + "url": "https://cartsy.com/", + "channel": "S14", + "cat": "C09", + "year": 2025, + "team": 3, + "location": "美国纽约（投资方资料）", + "business": "用多模态模型和搜索识别社交内容中的商品，向消费者推荐购买入口。", + "buyer": "社交媒体购物消费者；商家/创作者合作待核", + "delivery": "免费发现服务及候补入口，当前主要跳第三方商家结账；未实际使用", + "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。", + "cohort": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核", + "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日", + "price": "消费者端称免费，实际佣金/商家合同未获，非公司零收入证明", + "stage": "免费发现服务及候补入口，当前主要跳第三方商家结账；未实际使用", + "sourceType": "投资方公司资料、官网及可读条款", + "evidenceIds": [ + "SR007F1-CARTSY-SR", + "SR007F1-CARTSY-HOME", + "SR007F1-CARTSY-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "购物发现与导流；消费者购买款不直接作为平台收入，自营结账未上线", + "entityBasis": "官网条款CR AI Labs, Inc.自述，非登记核验；与创始人旧公司分开", + "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。", + "evidenceIds": [ + "SR007F1-CARTSY-SR", + "SR007F1-CARTSY-HOME" + ] + } + }, + { + "id": "AI114", + "name": "ChatOverflow", + "url": "https://chatoverflow.dev/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "让编程Agent共享、搜索和复用任务经验。", + "buyer": "编程Agent平台与开发者", + "delivery": "官网仍即将推出/候补，安装命令展示但未执行；官方GitHub反链404", + "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。", + "cohort": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核", + "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日", + "price": "未取得真实可用价表；网页示例价卡非本服务套餐", + "stage": "官网仍即将推出/候补，安装命令展示但未执行；官方GitHub反链404", + "sourceType": "投资方公司资料、官网及可读条款", + "evidenceIds": [ + "SR007F1-CHAT-SR", + "SR007F1-CHAT-HOME", + "SR007F1-CHAT-REPO" + ], + "revenueStatus": "unknown", + "businessModel": "Agent经验/知识基础设施，软件与网络服务收费仍未确认", + "entityBasis": "尚缺法律主体与正式服务合同，前雇主业务不归本公司", + "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。", + "evidenceIds": [ + "SR007F1-CHAT-SR", + "SR007F1-CHAT-HOME" + ] + } + }, + { + "id": "AI115", + "name": "ChronoSpace", + "url": "https://chronospace.ai/", + "channel": "S14", + "cat": "C01", + "year": 2025, + "team": 5, + "location": "美国湾区（投资方资料）", + "business": "研究物理场景的时空世界模型，服务工业数字化与仿真。", + "buyer": "制造、零售、建筑及机器人企业", + "delivery": "投资方自述客户部署和签约，官网信息有限；模型可用性及实收未独立核", + "notes": "投资方年份与人数均为自述，独立登记/财务/当前实际交付仍需核；客户效果、签约/管线、市场规模、演示指标与前雇主收入均不归自身ARR。", + "cohort": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核", + "teamBasis": "档案员工自报，2026-11-01读取，未给人数业务截至日", + "price": "未取得公开价表或具体合同", + "stage": "投资方自述客户部署和签约，官网信息有限；模型可用性及实收未独立核", + "sourceType": "投资方公司资料、官网及可读条款", + "evidenceIds": [ + "SR007F1-CHRONO-SR", + "SR007F1-CHRONO-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "模型/数字化仿真交付；许可、项目、硬件数据采集和持续服务需拆", + "entityBasis": "公司注册/与大学知识产权许可关系未核；学术成果非新公司独立成绩", + "classificationBasis": "按主要当前AI任务与交付分类，软件、服务、硬件及购物货款边界分开", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "仅核公开技术自述和访问范围，未执行系统/代码或完成独立性能、可靠性评测；署名研究或安装入口不自动提升等级。", + "evidenceIds": [ + "SR007F1-CHRONO-SR", + "SR007F1-CHRONO-HOME" + ] + } } ], "observations": [ @@ -96545,6 +96728,171 @@ "kind": "投资方公开目录与公司原始资料/登记补核", "summary": "普通公开HTML的defaultCohort及79条结果仍为SR007，未取得SR006列表。", "limitation": "不得把重复默认名单当另一批次；其他2025/2026批次目录尚未穷尽。" + }, + { + "id": "SR007F1-BARO-SR", + "companyId": "AI111", + "title": "Baro2026与创始人旧事业边界", + "url": "https://speedrun.a16z.com/companies/baro", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "投资方档案列2026成立、5人、纽约及heybaro.com；AI品牌经营助手，创始人另述上家公司run rate。", + "limitation": "旧公司500万run rate和客户利润提升不归Baro收入；成立/员工为自报非登记核验，交付实际人工参与未知。" + }, + { + "id": "SR007F1-BARO-HOME", + "companyId": "AI111", + "title": "Baro批准后执行与业绩收费自述", + "url": "https://www.heybaro.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "官网为品牌运营/增长管理工具与供应商执行，需客户批准；案例有分成、客户销售/节省，入口为早期访问。", + "limitation": "客户案例和界面金额非本公司收入；按效果付费自述须与具体合同核对，不推无人工或纯软件毛利。" + }, + { + "id": "SR007F1-BARO-TERMS", + "companyId": "AI111", + "title": "Baro启动包、GMV佣金和广告管理费", + "url": "https://www.heybaro.com/terms", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "March2026条款运营者BARO Inc.，列一次性启动包、按GMV持续佣金及广告管理费等可能收费。", + "limitation": "月份不补具体生效日或成立日；非退款通则与首页不成功不收费的实际方案关系待核，客户GMV/广告预算不当净费，AI软件与服务拆分缺。" + }, + { + "id": "SR007F1-BLUEPRINT-SR", + "companyId": "AI112", + "title": "Blueprint2026硬件设计软件档案", + "url": "https://speedrun.a16z.com/companies/blueprint", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "投资方档案列2026成立、4人、旧金山，同域blueprint.io；自然语言需求到硬件设计平台。", + "limitation": "投资方介绍不证明可制造性/独立效率，也不证明当前报价、实际订单或硬件设备收入。" + }, + { + "id": "SR007F1-BLUEPRINT-HOME", + "companyId": "AI112", + "title": "Blueprint官网仅标题可读", + "url": "https://www.blueprint.io/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "浏览工具零正文，普通HTML仅读到AI硬件设计标题，约5944字符；未取得产品/价格/法律正文。", + "limitation": "不能据不可读认停服或同名公司；暂以投资方任务自述分类，实际功能、合同/注册和交付阶段缺，未执行JS。" + }, + { + "id": "SR007F1-BRIC-SR", + "companyId": null, + "title": "Bric2026隐身与前雇主指标", + "url": "https://speedrun.a16z.com/companies/bric", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "档案列2026成立、3人、旧金山，描述Stealth/AI Agents；创始人简介给Slack AI、Snap等旧事业业绩。", + "limitation": "1亿ARR/广告花费与4亿用户等不归新Bric，履历和标签不足明确当前AI任务/买家。成立年有自报，AI主营仍未核。" + }, + { + "id": "SR007F1-BRIC-HOME", + "companyId": null, + "title": "Bric官网未来与申请入口", + "url": "https://bric-ai.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "浏览工具不能访问，普通HTML仅Bric AI、Built for the future与Request access文本。", + "limitation": "没有明确产品任务/实际交付，不提交申请或执行脚本；根域可读外壳不等停服，仍AI主营待核。" + }, + { + "id": "SR007F1-CARTSY-SR", + "companyId": "AI113", + "title": "Cartsy2025及多模态购物识别", + "url": "https://speedrun.a16z.com/companies/cartsy", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "档案列2025成立、3人、纽约；多模态LLM与商品匹配用于社交购物。", + "limitation": "市场规模、创始人旧融资/退出不当本公司收入；标签不代独立效果。" + }, + { + "id": "SR007F1-CARTSY-HOME", + "companyId": "AI113", + "title": "Cartsy免费消费购物入口与候补", + "url": "https://cartsy.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "官网说明图片/视频识别购物、Instagram私信与网页，购买跳零售商；称免费且仍有候补入口。", + "limitation": "免费用户体验不等整个公司零收入，候补/宣传不证明普遍可用；不将商品价格当Cartsy净费，未实际使用。" + }, + { + "id": "SR007F1-CARTSY-TERMS", + "companyId": "AI113", + "title": "Cartsy主体、第三方AI与尚未启用自营结账", + "url": "https://cartsy.com/terms", + "publishedAt": "2026-09-16", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "条款称CR AI Labs, Inc.产品，AI功能用OpenAI/Google Gemini与搜索数据；当前生产主要跳零售商，Cartsy-managed checkout尚未开启。", + "limitation": "网站合同自述非登记核验；未来结账规则不当已售/当前GMV，佣金或商家合同未取得，不作支付平台或基础模型公司。" + }, + { + "id": "SR007F1-CHAT-SR", + "companyId": "AI114", + "title": "ChatOverflow2026与厂商受控基准", + "url": "https://speedrun.a16z.com/companies/chatoverflow", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "投资方列2026成立、2人、旧金山，Agent共享经验网络；受控SWE-bench44%提速为自述。", + "limitation": "无独立测试与实验分母/配置，不将前AMD用户或受控基准变新公司采用规模/独立能力等级。" + }, + { + "id": "SR007F1-CHAT-HOME", + "companyId": "AI114", + "title": "ChatOverflow候补、安装展示与示例边界", + "url": "https://chatoverflow.dev/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "官网描述编程Agent经验共享，显示COMING SOON/候补及安装命令和GitHub反链。", + "limitation": "未运行任何命令或插件；界面中的定价/分钟/token和对话为产品演示，不是本公司的现价或实测数据。" + }, + { + "id": "SR007F1-CHAT-REPO", + "companyId": null, + "title": "ChatOverflow官方代码反链不可读", + "url": "https://github.com/ChatOverflow-dev/chatoverflow", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "从官网直接点GitHub返回404，未取得仓库正文或代码。", + "limitation": "不证明永久无仓库；不能据open source标签提升public-artifact，未安装/执行SDK或访问非公开项目。" + }, + { + "id": "SR007F1-CHRONO-SR", + "companyId": "AI115", + "title": "ChronoSpace2025模型与签约口径", + "url": "https://speedrun.a16z.com/companies/chronospace", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "投资方列2025成立、5人、Bay Area；4D世界模型，近期客户部署及multi-six figures contracted revenue自述。", + "limitation": "签约金额未给确定数/币种/期间，不能填ARR或确认收入；大学论文和旧团队履历不当新公司独立测试，客户部署也非已核回款。" + }, + { + "id": "SR007F1-CHRONO-HOME", + "companyId": "AI115", + "title": "ChronoSpace当前世界模型官网", + "url": "https://chronospace.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案与官网/条款补核", + "summary": "官网标题World Models for the Physical World，列投资方与联系入口，正文未提供完整报价/部署或技术评测。", + "limitation": "仅标题和标志不证付费客户、实际能力或模型/数据公开；注册和服务合同待核，不从合作标志推营收。" } ], "reviews": [ @@ -105537,6 +105885,71 @@ "SR007R-ALVEN-OFFICERS" ], "handling": "候选保持pending-year，不建2025公司或收入观测。1.2M ARR自述无日历日/币种、10M正在部署不等已实现；客户单元/节省、认证标志和董事不代付费分母、独立验证或员工。" + }, + { + "id": "SR007F1-R-DELIVERY", + "type": "SR007当前交付分类与未独立验证", + "company": "Baro、Blueprint、Cartsy、ChatOverflow、ChronoSpace", + "companyIds": [ + "AI111", + "AI112", + "AI113", + "AI114", + "AI115" + ], + "scope": "companies", + "summary": "五个2025/2026投资方档案与官网反链支持纳入；行业服务、硬件设计软件、消费购物、Agent经验网络和世界模型分别分类。", + "evidenceIds": [ + "SR007F1-BARO-SR", + "SR007F1-BARO-HOME", + "SR007F1-BARO-TERMS", + "SR007F1-BLUEPRINT-SR", + "SR007F1-BLUEPRINT-HOME", + "SR007F1-CARTSY-SR", + "SR007F1-CARTSY-HOME", + "SR007F1-CARTSY-TERMS", + "SR007F1-CHAT-SR", + "SR007F1-CHAT-HOME", + "SR007F1-CHRONO-SR", + "SR007F1-CHRONO-HOME" + ], + "handling": "早期访问、候补与官网空正文分列，不当已核规模交付；ChatOverflow官方仓库反链404且受控基准非独立实验，Blueprint功能/价表缺，ChronoSpace模型和大学资产许可缺，均description级。" + }, + { + "id": "SR007F1-R-FINANCE", + "type": "客户GMV、服务费、签约与演示非ARR", + "company": "Baro、Cartsy、ChatOverflow、ChronoSpace", + "companyIds": [ + "AI111", + "AI113", + "AI114", + "AI115" + ], + "scope": "companies", + "summary": "Baro一次性/佣金/广告服务混合；Cartsy免费导流且自营结账未上线；ChatOverflow示例价卡非套餐；ChronoSpace只述模糊签约数。", + "evidenceIds": [ + "SR007F1-BARO-SR", + "SR007F1-BARO-HOME", + "SR007F1-BARO-TERMS", + "SR007F1-CARTSY-HOME", + "SR007F1-CARTSY-TERMS", + "SR007F1-CHAT-HOME", + "SR007F1-CHAT-REPO", + "SR007F1-CHRONO-SR" + ], + "handling": "无新增财务观测。需真实净费、退款及履约回款、固定/项目/经常性拆分、AI/人工/供应商成本与付费分母；客户业绩/旧公司run rate、商品价和市场规模不搬为本公司ARR。" + }, + { + "id": "SR007F1-R-BRIC", + "type": "隐身产品主营与前雇主业绩分开", + "company": "Bric", + "scope": "excluded-candidate", + "summary": "已读2026成立和3人自报，仍无明确AI产品任务或交付；从年份待核转AI主营待核。", + "evidenceIds": [ + "SR007F1-BRIC-SR", + "SR007F1-BRIC-HOME" + ], + "handling": "不以AI标签/旧ML履历或Slack旧ARR新增公司，当前保留C00；不是确认排除或公司关闭。未运行代码/提交申请，费用、法律主体和产品证据仍缺。" } ], "coverage": { @@ -118657,7 +119070,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007完整载荷79个唯一ID/slug；count79、next/previous空，75个UUID普通链接。20关联（17复用、3本轮新增）、59成立/主体待核。仅此默认载荷，非所有批次/两年全量；独立档案仅四个补读，其余仅目录。", + "scope": "匿名公开HTML默认SR007的79个唯一ID/slug；count79、next/previous空，75个普通UUID链接。当前25关联（17复用、8本系列新增）、53成立/主体待核、1AI主营待核；本系列新补读十个独立档案，其他本次仅目录。非所有批次/两年全量，既有个案更早核查见证据。", "complete": false, "records": [ { @@ -118774,12 +119187,16 @@ "url": "https://speedrun.a16z.com/companies/baro", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F1-BARO-SR", + "SR007F1-BARO-HOME", + "SR007F1-BARO-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核；早期访问；软件和供应商/运营服务混合交付，实际自动化与人工比例未核。不新增财务观测，限制见公司及证据。", + "companyId": "AI111" }, { "id": "SR007R-C09", @@ -118787,12 +119204,15 @@ "url": "https://speedrun.a16z.com/companies/blueprint", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F1-BLUEPRINT-SR", + "SR007F1-BLUEPRINT-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核；投资方说明可读；官网仅标题，当前完整产品/交付成熟度未核。不新增财务观测，限制见公司及证据。", + "companyId": "AI112" }, { "id": "SR007R-C10", @@ -118815,12 +119235,14 @@ "url": "https://speedrun.a16z.com/companies/bric", "categoryId": "C00", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F1-BRIC-SR", + "SR007F1-BRIC-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方2026成立已有自报，但Stealth/AI Agents与官网未来/申请入口没有明确当前AI任务；转AI主营待核，候选C00不新增公司。Slack AI旧ARR、Snap广告花费/用户和团队旧履历不能归Bric。" }, { "id": "SR007R-C12", @@ -118828,12 +119250,16 @@ "url": "https://speedrun.a16z.com/companies/cartsy", "categoryId": "C09", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F1-CARTSY-SR", + "SR007F1-CARTSY-HOME", + "SR007F1-CARTSY-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核；免费发现服务及候补入口，当前主要跳第三方商家结账；未实际使用。不新增财务观测，限制见公司及证据。", + "companyId": "AI113" }, { "id": "SR007R-C13", @@ -118841,12 +119267,16 @@ "url": "https://speedrun.a16z.com/companies/chatoverflow", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F1-CHAT-SR", + "SR007F1-CHAT-HOME", + "SR007F1-CHAT-REPO" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方公司档案自报2026成立，非从SR007批次推断；独立登记待核；官网仍即将推出/候补，安装命令展示但未执行；官方GitHub反链404。不新增财务观测，限制见公司及证据。", + "companyId": "AI114" }, { "id": "SR007R-C14", @@ -118854,12 +119284,15 @@ "url": "https://speedrun.a16z.com/companies/chronospace", "categoryId": "C01", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F1-CHRONO-SR", + "SR007F1-CHRONO-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方公司档案自报2025成立，非从SR007批次推断；独立登记待核；投资方自述客户部署和签约，官网信息有限；模型可用性及实收未独立核。不新增财务观测，限制见公司及证据。", + "companyId": "AI115" }, { "id": "SR007R-C15", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 927ee10..958490c 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-public-roster-1", + "version": "2026-11-01-sr007-followup-1", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记20关联（17复用、3新增）/59主体年份待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。", - "nextCheck": "先补SR007剩余59条独立档案、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。", + "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记25关联（17复用、8本系列新增）/53主体年份待核/1AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。", + "nextCheck": "先补SR007剩余53条独立档案及Bric的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 2edfd41..2a3b520 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-public-roster-1", + "sourceVersion": "2026-11-01-sr007-followup-1", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From b3fcb9ad3aca04cb951e5f769263ebc83cd6c7f9 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 00:40:39 +0800 Subject: [PATCH 2/6] Separate contracted pipeline, pilot demand and cloud usage in SR007 research --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 26 +- content/research/ai-companies.seed.json | 589 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 587 insertions(+), 42 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index f6dfea0..8e595e5 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, 1207); + assert.equal(research.companies.length, 1212); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4704); - assert.equal(research.observations.length, 453); + assert.equal(research.evidence.length, 4722); + assert.equal(research.observations.length, 457); 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 5df23df..60741da 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,9 +123,9 @@ 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, 1207); - assert.equal(initial.evidence.length, 4704); - assert.equal(initial.observations.length, 453); + assert.equal(initial.companies.length, 1212); + assert.equal(initial.evidence.length, 4722); + assert.equal(initial.observations.length, 457); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 4); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) @@ -169,9 +169,9 @@ 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, 221); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 223); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 48); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 49); 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")!), []); @@ -190,11 +190,11 @@ 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), 1207); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1212); 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); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1128); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1133); 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")); @@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 192); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 197); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -502,6 +502,14 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.ok(alven.evidenceIds?.includes("SR007R-ALVEN-REG")); assert.ok(!snapshot.observations.some((item) => item.evidence.startsWith("SR007R-")), "roster claims, deployment plans and per-unit prices are not new financial observations"); + const coherence = batch.records.find((row) => row.name === "Coherence Health")!; + assert.equal(coherence.status, "pending-ai", "a new coaching business still needs current AI delivery evidence"); + assert.equal(coherence.companyId, undefined); + const followup = snapshot.observations.filter((item) => item.id.startsWith("SR007F2-")); + assert.equal(followup.length, 4); + assert.ok(followup.every((item) => ["excluded", "adoption"].includes(item.selection) && !item.metric && !item.observedAt)); + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F2-")), + "contracted ARR and pipeline are not live ARR disclosures"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -531,7 +539,7 @@ 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, 183); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 177); }); 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 1dd6eda..68b34f9 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-1", + "version": "2026-11-01-sr007-followup-2", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -38031,6 +38031,191 @@ "SR007F1-CHRONO-HOME" ] } + }, + { + "id": "AI116", + "name": "Colmez", + "url": "https://www.colmez.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "为危险废物行业连接监管、商业和运营数据，提供Agent信息及销售工作流。", + "buyer": "危险废物服务运营企业", + "delivery": "私测/客户采用为自述；产品费率/SLA需另MSA与订单", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "无公开价表，另行书面订阅/产品协议", + "stage": "私测/客户采用为自述；产品费率/SLA需另MSA与订单", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME", + "SR007F2-COLMEZ-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "行业软件及实施/服务，contracted ARR与履约、实收/退款和净经常性需拆", + "entityBasis": "官网条款Colmez, Inc. Delaware自述，非登记核验", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME" + ] + } + }, + { + "id": "AI117", + "name": "Contxt", + "url": "https://askcontxt.com/", + "channel": "S14", + "cat": "C05", + "year": 2026, + "team": 3, + "location": null, + "business": "企业工具、人员和历史的共享记忆及跨应用AI任务执行层。", + "buyer": "企业内部工作团队", + "delivery": "投资方描述产品与付费试点候补；官网不可读，实际交付/付款未核", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "未取得公开价格/合同，paid pilot waitlist非已付款", + "stage": "投资方描述产品与付费试点候补；官网不可读，实际交付/付款未核", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "企业AI工作层试点，席位/平台/用量收费待核", + "entityBasis": "精确法人及旧事业沿革缺，目录NYC/SF混合地点不精确归址", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME" + ] + } + }, + { + "id": "AI118", + "name": "Coop（cooplabs.com）", + "url": "https://www.cooplabs.com/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "为机器人模型提供固定任务和配置下的基准测试及评价。", + "buyer": "机器人模型开发者及行业部署团队", + "delivery": "官网公开任务/试次及评价咨询；未运行实验或核控制器代码", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "询价式评价入口，无合同金额", + "stage": "官网公开任务/试次及评价咨询；未运行实验或核控制器代码", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "评测/实验服务与可能软件工具，管线不等收入；硬件实验/人力成本待核", + "entityBasis": "精确法人/注册未独立核验；合作实验室标志非付费合同", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME" + ] + } + }, + { + "id": "AI119", + "name": "Corlen", + "url": "https://corlen.ai/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "用AI组织、核对商业地产贷款资料并处理跟进，保留人工最终审批。", + "buyer": "商业地产贷款机构、经纪与审核团队", + "delivery": "首试点为自述，官网为演示/预约；实际合同和付费未核", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "无完整价表/条款正文", + "stage": "首试点为自述，官网为演示/预约；实际合同和付费未核", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME", + "SR007F2-CORLEN-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "贷款流程软件，不能把本金或创始人地产交易当平台收入", + "entityBasis": "Corlen为Agora Capital Markets, Inc. DBA自述，独立注册及品牌/主体起点待核", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME" + ] + } + }, + { + "id": "AI120", + "name": "Cube Computer", + "url": "https://cube.computer/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 2, + "location": "美国纽约（投资方资料）", + "business": "提供持续运行Agent的云开发机器与工作区，模型账户费用分离。", + "buyer": "运行编程Agent的开发者与团队", + "delivery": "云机器/桌面和网页入口有公开收费说明，未下载安装/实际核规模", + "notes": "成立年与员工为投资方自报，非SR007批次推断；独立登记、财务与技术有效性未核。候补、签约、管线、用户、贷款本金及创始人旧业务均不当本公司已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点待核", + "teamBasis": "投资方页面人数自报，2026-11-01读取，业务人数截至日未知", + "price": "原$12/月起是730小时等效，按秒扣预付余额；运行/暂停资源费、新旧合同及模型费用分开", + "stage": "云机器/桌面和网页入口有公开收费说明，未下载安装/实际核规模", + "sourceType": "投资方公司档案及可读官网/条款", + "evidenceIds": [ + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL" + ], + "revenueStatus": "unknown", + "businessModel": "持续云资源用量服务，充值/免费额度、存储、legacy订阅和跨产品钱包需拆", + "entityBasis": "Collaborators Inc.运营Cube/Proton/Collab自述，登记和旧业务沿革未独立核，不按品牌拆公司", + "classificationBasis": "按当前AI交付分类；行业业务、评价服务与云资源分别归类，不按融资/客户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务/产品自述及访问范围，未独立运行/评估系统；厂商基准、声明独立评价或安装入口不等本公司能力独立验证。", + "evidenceIds": [ + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME" + ] + } } ], "observations": [ @@ -45147,6 +45332,66 @@ "evidence": "UNCLEAR8-36088-LAUNCH1", "bound": "=", "comparisonGroup": null + }, + { + "id": "SR007F2-O-COLMEZ-CONTRACT", + "company": "AI116", + "name": "Colmez", + "kind": "已签约ARR，非已实现收入", + "value": 800000, + "unit": "原文$，币种待核", + "timing": "9月14私测后，具体业务截至日/年份未明确", + "evidence": "SR007F2-COLMEZ-SR", + "scope": "签约口径，履约回款未核", + "selection": "excluded", + "reason": "contracted ARR不是live ARR或已实现经常性，合同净额、取消和实际交付待核", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F2-O-COOP-PIPELINE", + "company": "AI118", + "name": "Coop", + "kind": "销售管线", + "value": 225000, + "unit": "原文$，币种待核", + "timing": "不到一月，自述相对时长，具体截至日未知", + "evidence": "SR007F2-COOP-SR", + "scope": "未来潜在评测业务", + "selection": "excluded", + "reason": "pipeline非已签约、已交付或已收收入，费用/概率/期间未核", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F2-O-CONTXT-WAITLIST", + "company": "AI117", + "name": "Contxt", + "kind": "付费试点候补企业", + "value": 100, + "unit": "企业", + "timing": "发布24小时内，自述相对时长，具体截至日未知", + "evidence": "SR007F2-CONTXT-SR", + "scope": "试点意向，不是已付费企业", + "selection": "adoption", + "reason": "paid pilot waitlist不证明付款或交付，潜在客户员工不当公司团队/活跃席位", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR007F2-O-CUBE-USERS", + "company": "AI120", + "name": "Cube Computer", + "kind": "用户采用自述", + "value": 400, + "unit": "用户", + "timing": "上线五周后，具体业务截至日未知", + "evidence": "SR007F2-CUBE-SR", + "scope": "产品用户，付费分母未核", + "selection": "adoption", + "reason": "用户/周活增长与开始变现说法不等已实现收入，不继承Kosmik旧规模或融资", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -96893,6 +97138,204 @@ "kind": "投资方公司档案与官网/条款补核", "summary": "官网标题World Models for the Physical World，列投资方与联系入口，正文未提供完整报价/部署或技术评测。", "limitation": "仅标题和标志不证付费客户、实际能力或模型/数据公开；注册和服务合同待核，不从合作标志推营收。" + }, + { + "id": "SR007F2-COHERENCE-SR", + "companyId": null, + "title": "Coherence2026、旧事业与年底目标", + "url": "https://speedrun.a16z.com/companies/coherence-health", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、6人，称AI功能医学医生；旧公司年化70万及前雇主退出与本公司年底150万年化目标分列。", + "limitation": "履历不是本公司收入，目标不是已实现ARR；AI描述需与当前实际产品对应，不作疗效/医疗有效性验证。" + }, + { + "id": "SR007F2-COHERENCE-HOME", + "companyId": null, + "title": "Coherence当前健康指导项目", + "url": "https://joincoherence.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "原coherencehealth.io重定向此站，公司自述2026，当前为三个月人工健康指导/检测项目，原$999创始优惠、30日退款。", + "limitation": "教育/健康指导服务而非替代医生；本页未明AI实际交付，不认临床疗效。套餐/外购补充品支出非ARR，不转为医疗建议。" + }, + { + "id": "SR007F2-COHERENCE-TERMS", + "companyId": null, + "title": "Coherence网站条款与单独服务协议", + "url": "https://joincoherence.com/terms", + "publishedAt": "2026-09-25", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "网站条款称教育信息、无结果保证，另行书面协议建立专业关系；页首与页末更新日期不完全一致。", + "limitation": "网站日期不是成立/营业日，原始协议/费用和AI使用范围需核，不因医师履历或品牌新成立认AI主营。" + }, + { + "id": "SR007F2-COLMEZ-SR", + "companyId": "AI116", + "title": "Colmez2026与contracted ARR", + "url": "https://speedrun.a16z.com/companies/colmez", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、3人，危险废物行业Agent平台；自述9月14私测后原$800K+ contracted ARR。", + "limitation": "已签约金额不等履约实收或live ARR，缺日历截至日/币种/合同底表；客户市场规模和创始人旧职务非公司收入。" + }, + { + "id": "SR007F2-COLMEZ-HOME", + "companyId": "AI116", + "title": "Colmez当前行业信息平台", + "url": "https://www.colmez.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "官网同团队，描述行业信息与销售流程，并列不跨客户训练声明和SOC2标志。", + "limitation": "仅读业务说明，不提供危险废物操作指导；认证标志/顾问/客户成果未独立核，当前价表未取得。" + }, + { + "id": "SR007F2-COLMEZ-TERMS", + "companyId": "AI116", + "title": "Colmez合同需另行MSA和订单", + "url": "https://www.colmez.com/terms", + "publishedAt": "2026-07-24", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "网站自述Colmez, Inc. Delaware，明确产品费用/SLA/数据义务仅由另行书面协议管理。", + "limitation": "网站条款非订阅/项目订单，非注册核验；contracted ARR履行、取消/退款及净软件费待核。" + }, + { + "id": "SR007F2-CONTXT-SR", + "companyId": "AI117", + "title": "Contxt2026及付费试点候补", + "url": "https://speedrun.a16z.com/companies/contxt", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、3人，跨企业工具记忆/行动层；100+公司进入paid pilot waitlist，代表员工10万+。", + "limitation": "候补意向不等实付试点，潜在客户员工非本公司员工或付费席位；NYC/SF位置字段不补精确办公地。" + }, + { + "id": "SR007F2-CONTXT-HOME", + "companyId": "AI117", + "title": "Contxt官网正文访问缺项", + "url": "https://askcontxt.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "浏览工具零正文，普通HTTP403，未取得合同/定价或产品正文。", + "limitation": "依据投资方当前AI任务自述暂归C05；访问失败不证明停止服务，未绕过限制、执行脚本或提交试点。" + }, + { + "id": "SR007F2-COOP-SR", + "companyId": "AI118", + "title": "Coop2026、评测服务与销售管线", + "url": "https://speedrun.a16z.com/companies/coop", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、3人，真实机器人模型评测服务及公开控制器说法；原$225K+ pipeline。", + "limitation": "管线非签约/收入，大学合作非已付费；评测机构自述独立不等本公司的技术质量被独立验证。" + }, + { + "id": "SR007F2-COOP-HOME", + "companyId": "AI118", + "title": "Coop当前任务评测范围", + "url": "https://www.cooplabs.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "普通HTML说明固定配置/任务/评分下评测模型，试次视频仅示例，结果只适用于测试配置，提供评价咨询。", + "limitation": "未运行机器人或阅读控制器实现；不把单任务失败率外推企业能力，商业费率/客户合同未知。" + }, + { + "id": "SR007F2-CORLEN-SR", + "companyId": "AI119", + "title": "Corlen2026与首试点", + "url": "https://speedrun.a16z.com/companies/corlen", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、2人，商业地产贷款资料处理AI，成立六周后签首试点。", + "limitation": "签试点非付费或收入证明，创始人旧地产交易和前雇主AI产品不归当前公司收入。" + }, + { + "id": "SR007F2-CORLEN-HOME", + "companyId": "AI119", + "title": "Corlen AI准备资料与人工审批", + "url": "https://corlen.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "普通HTML明确AI资料准备/核对、团队最终决定；页脚Corlen为Agora Capital Markets, Inc.的DBA，示例贷款流程。", + "limitation": "贷款本金、界面金额及处理速度非平台收入/独立效果；报价、登记和DBA业务沿革缺，不能按自主标题认全自动审批。" + }, + { + "id": "SR007F2-CORLEN-TERMS", + "companyId": "AI119", + "title": "Corlen条款仅标题及运营者", + "url": "https://corlen.ai/terms", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "可读页只有Terms of Service标题及Agora Capital Markets, Inc. DBA页脚，未取得完整协议。", + "limitation": "无合同正文不推收费/SLA，法律主体/品牌起点仍待独立登记，网站访问不当放贷服务验证。" + }, + { + "id": "SR007F2-CUBE-SR", + "companyId": "AI120", + "title": "Cube2026、采用与旧融资分开", + "url": "https://speedrun.a16z.com/companies/cube-computer", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "档案列2026成立、2人、纽约，Agent持续云开发机；400+用户、开始变现自述，创始人旧Kosmik融资另列。", + "limitation": "用户不等付费，周活增长非收入增长；旧1000万融资/10万用户不能归Cube。" + }, + { + "id": "SR007F2-CUBE-HOME", + "companyId": "AI120", + "title": "Cube持续云机器及单独模型费用", + "url": "https://cube.computer/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "普通HTML可读Agent云开发机，模型和Agent账户另向供应商付费；官网明示预付积分按秒计费、无新订阅。", + "limitation": "月等效报价不当订阅MRR，原$不推币种；未安装下载软件/配置SSH或执行Agent，数据/演示不作使用核验。" + }, + { + "id": "SR007F2-CUBE-PRICE", + "companyId": "AI120", + "title": "Cube按秒计费与运行/暂停成本", + "url": "https://cube.computer/pricing/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "新机器原$12/月起为730小时等效，运行每vCPU原$6/月、暂停$2，预付余额按秒扣；暂停仍存储收费，模型费另付。", + "limitation": "旧机器可能不同定价，余额充值不等收入，免费额度不等付费；实际利用率、退款、基础设施成本及毛利需核。" + }, + { + "id": "SR007F2-CUBE-TERMS", + "companyId": "AI120", + "title": "Cube新旧收费及多个产品边界", + "url": "https://cube.computer/terms/", + "publishedAt": "2026-10-22", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "Collaborators Inc.条款管Cube/Proton/Collab，新Cube预付、Proton共钱包但另计费、Collab当前免费；legacy订阅分列。", + "limitation": "共享身份/钱包不代表各产品收入可重复计数；充值、赠送和legacy MRR需拆，条款日期非成立年或注册证明。" + }, + { + "id": "SR007F2-CUBE-LEGAL", + "companyId": "AI120", + "title": "Cube与Proton/Collab同运营者", + "url": "https://cube.computer/legal/", + "publishedAt": "2026-10-22", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/条款复核", + "summary": "法律页自述Collaborators Inc. Delaware运营三个品牌，并说明各产品收费/生命周期区分。", + "limitation": "独立注册与旧Collaborator沿革未核，不拆三家公司或继承创始人旧Kosmik融资；注册地址非实际办公地。" } ], "reviews": [ @@ -105950,6 +106393,77 @@ "SR007F1-BRIC-HOME" ], "handling": "不以AI标签/旧ML履历或Slack旧ARR新增公司，当前保留C00；不是确认排除或公司关闭。未运行代码/提交申请，费用、法律主体和产品证据仍缺。" + }, + { + "id": "SR007F2-R-DELIVERY", + "type": "行业AI、评测及云运行交付分开", + "company": "Colmez、Contxt、Coop、Corlen、Cube Computer", + "companyIds": [ + "AI116", + "AI117", + "AI118", + "AI119", + "AI120" + ], + "scope": "companies", + "summary": "五个2026投资方档案及官网/访问范围补核，行业工作流、企业记忆、机器人评测和云运行分别分类；登记与真实付费交付未独立核。", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME", + "SR007F2-COLMEZ-TERMS", + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME", + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME", + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME", + "SR007F2-CORLEN-TERMS", + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL" + ], + "handling": "Coop只描述固定任务/配置下结果，未测其服务质量或跑机器人；Corlen官网明确AI准备、人工最终审批，条款仅外壳。Cube多品牌/旧订阅和当前按秒预付分开，不能按新品牌重复公司或直接当SaaS MRR。" + }, + { + "id": "SR007F2-R-FINANCE", + "type": "签约ARR、管线、候补、充值与自身收入分开", + "company": "Colmez、Contxt、Coop、Corlen、Cube Computer", + "companyIds": [ + "AI116", + "AI117", + "AI118", + "AI119", + "AI120" + ], + "scope": "companies", + "summary": "新增两条明确排除及两条采用观测：Colmez签约ARR、Coop管线、Contxt试点候补、Cube用户；没有新可比收入。", + "evidenceIds": [ + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-TERMS", + "SR007F2-COOP-SR", + "SR007F2-CONTXT-SR", + "SR007F2-CUBE-SR", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL", + "SR007F2-CORLEN-HOME" + ], + "handling": "需合同履约/取消退款、经常性边界及实际付费、资源使用/存储成本和跨产品净额；等效月价、充值余额、免费额度、贷款本金及前事业融资/用户不作ARR，不因差异或标签直接推造假。" + }, + { + "id": "SR007F2-R-COHERENCE", + "type": "公司新成立与当前AI主营/人工服务边界", + "company": "Coherence Health", + "scope": "excluded-candidate", + "summary": "2026成立自报已有，官网当前是健康指导/检测的三个月项目，AI实际作用与投资方AI医生说法未对齐，转pending-ai。", + "evidenceIds": [ + "SR007F2-COHERENCE-SR", + "SR007F2-COHERENCE-HOME", + "SR007F2-COHERENCE-TERMS" + ], + "handling": "不把当前人工指导按AI软件公司收入计，不迁旧公司/前雇主业绩或年底目标。网站说明非医疗服务及需另行协议，套餐/检测/教练成本须拆，未评估疗效、不提供医疗建议或将宣传当验证。" } ], "coverage": { @@ -119070,7 +119584,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007的79个唯一ID/slug；count79、next/previous空，75个普通UUID链接。当前25关联（17复用、8本系列新增）、53成立/主体待核、1AI主营待核；本系列新补读十个独立档案，其他本次仅目录。非所有批次/两年全量，既有个案更早核查见证据。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前30关联（17复用、13本系列新增）、47成立/主体待核、2AI主营待核；本系列新补读16个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", "complete": false, "records": [ { @@ -119330,12 +119844,15 @@ "url": "https://speedrun.a16z.com/companies/coherence-health", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-COHERENCE-SR", + "SR007F2-COHERENCE-HOME", + "SR007F2-COHERENCE-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方及当前公司官网自报2026成立，当前joincoherence三个月人工健康指导/检测项目与投资方AI医生描述需对应，AI实际主营待核。创始人旧公司70万年化、前雇主退出与本公司年底150万目标非已实现收入；套餐价非ARR，不作疗效或医疗建议。" }, { "id": "SR007R-C18", @@ -119343,12 +119860,16 @@ "url": "https://speedrun.a16z.com/companies/colmez", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-COLMEZ-SR", + "SR007F2-COLMEZ-HOME", + "SR007F2-COLMEZ-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；私测/客户采用为自述；产品费率/SLA需另MSA与订单。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI116" }, { "id": "SR007R-C19", @@ -119356,12 +119877,15 @@ "url": "https://speedrun.a16z.com/companies/contxt", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-CONTXT-SR", + "SR007F2-CONTXT-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；投资方描述产品与付费试点候补；官网不可读，实际交付/付款未核。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI117" }, { "id": "SR007R-C20", @@ -119369,12 +119893,15 @@ "url": "https://speedrun.a16z.com/companies/coop", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-COOP-SR", + "SR007F2-COOP-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；官网公开任务/试次及评价咨询；未运行实验或核控制器代码。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI118" }, { "id": "SR007R-C21", @@ -119382,12 +119909,16 @@ "url": "https://speedrun.a16z.com/companies/corlen", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-CORLEN-SR", + "SR007F2-CORLEN-HOME", + "SR007F2-CORLEN-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；首试点为自述，官网为演示/预约；实际合同和付费未核。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI119" }, { "id": "SR007R-C22", @@ -119395,12 +119926,18 @@ "url": "https://speedrun.a16z.com/companies/cube-computer", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F2-CUBE-SR", + "SR007F2-CUBE-HOME", + "SR007F2-CUBE-PRICE", + "SR007F2-CUBE-TERMS", + "SR007F2-CUBE-LEGAL" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点待核；云机器/桌面和网页入口有公开收费说明，未下载安装/实际核规模。收费与归属限制见公司明细，非新增可比ARR。", + "companyId": "AI120" }, { "id": "SR007R-C23", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 958490c..9c06371 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-1", + "version": "2026-11-01-sr007-followup-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。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记25关联（17复用、8本系列新增）/53主体年份待核/1AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。", - "nextCheck": "先补SR007剩余53条独立档案及Bric的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。", + "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记30关联（17复用、13本系列新增）/47主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。", + "nextCheck": "先补SR007剩余47条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 2a3b520..8fe4081 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-1", + "sourceVersion": "2026-11-01-sr007-followup-2", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From d52dac64e5b856ba281541db21d01a227615aae3 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 00:50:40 +0800 Subject: [PATCH 3/6] Classify six SR007 companies and exclude projected revenue and client assets --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 31 +- content/research/ai-companies.seed.json | 694 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 696 insertions(+), 43 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 8e595e5..52f6126 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, 1212); + assert.equal(research.companies.length, 1218); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4722); - assert.equal(research.observations.length, 457); + assert.equal(research.evidence.length, 4742); + assert.equal(research.observations.length, 463); 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 60741da..7d0f7c0 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,9 +123,9 @@ 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, 1212); - assert.equal(initial.evidence.length, 4722); - assert.equal(initial.observations.length, 457); + assert.equal(initial.companies.length, 1218); + assert.equal(initial.evidence.length, 4742); + assert.equal(initial.observations.length, 463); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 4); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) @@ -169,7 +169,7 @@ 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, 223); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 226); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 49); const review = snapshot.reviews.find((r) => r.id === "R4")!; @@ -190,11 +190,11 @@ 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), 1212); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1218); 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); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1133); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1139); 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")); @@ -229,8 +229,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 197); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 26); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 203); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 27); 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/); @@ -510,6 +510,19 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.ok(followup.every((item) => ["excluded", "adoption"].includes(item.selection) && !item.metric && !item.observedAt)); assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F2-")), "contracted ARR and pipeline are not live ARR disclosures"); + const thirdFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F3-")); + assert.equal(thirdFollowup.length, 6); + assert.equal(thirdFollowup.filter((item) => item.selection === "excluded").length, 3); + assert.equal(thirdFollowup.filter((item) => item.selection === "adoption").length, 3); + assert.ok(thirdFollowup.every((item) => !item.metric && !item.observedAt)); + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F3-")), + "projected ARR, connected customer assets and prospective contracts are not realized ARR"); + assert.equal(snapshot.companies.find((item) => item.id === "AI121")!.cat, "C02", + "training data and environments are infrastructure rather than demonstrated foundation models"); + const embrasure = snapshot.companies.find((item) => item.id === "AI122")!; + assert.equal(embrasure.technicalReview!.level, "public-artifact"); + assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"), + "the public connector supports artifact availability, not independently reproduced warehouse performance"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -539,7 +552,7 @@ 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, 177); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 171); }); 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 68b34f9..8db9b36 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-2", + "version": "2026-11-01-sr007-followup-3", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -38216,6 +38216,231 @@ "SR007F2-CUBE-HOME" ] } + }, + { + "id": "AI121", + "name": "Delightful AI", + "url": "https://delightfullabs.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 4, + "location": "美国旧金山（投资方资料）", + "business": "面向科学与医疗模型训练的数据获取、专家评判和强化学习环境基础设施。", + "buyer": "前沿模型实验室及数据合作机构", + "delivery": "官网业务文章；实际合同/交付、数据许可和效果未独立核", + "notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核", + "teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知", + "price": "未取得价表，询价/项目边界待核", + "stage": "官网业务文章；实际合同/交付、数据许可和效果未独立核", + "sourceType": "投资方公司档案及官网/条款/公开制品", + "evidenceIds": [ + "SR007F3-DELIGHTFUL-SR", + "SR007F3-DELIGHTFUL-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "训练数据及环境服务，许可、专家人力和环境制作成本需核，不按自研模型订阅认收入", + "entityBasis": "精确法人/独立注册和旧事业沿革待核", + "classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。", + "evidenceIds": [ + "SR007F3-DELIGHTFUL-SR", + "SR007F3-DELIGHTFUL-HOME" + ] + } + }, + { + "id": "AI122", + "name": "Embrasure", + "url": "https://embrasure.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "Agent数据仓库、数据连接与同步、分析工作流。", + "buyer": "企业数据及Agent应用团队", + "delivery": "仓库public beta/候补入口；Flow连接器公开beta，未运行", + "notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核", + "teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知", + "price": "USD每工作区月费49/249/749，额度预览；Enterprise询价，默认无自动超额费", + "stage": "仓库public beta/候补入口；Flow连接器公开beta，未运行", + "sourceType": "投资方公司档案及官网/条款/公开制品", + "evidenceIds": [ + "SR007F3-EMBRASURE-SR", + "SR007F3-EMBRASURE-HOME", + "SR007F3-EMBRASURE-PRICE", + "SR007F3-EMBRASURE-TERMS", + "SR007F3-EMBRASURE-FLOW", + "SR007F3-EMBRASURE-SECURITY" + ], + "revenueStatus": "unknown", + "businessModel": "工作区订阅包含存储/扫描/AI额度，企业可含工程师；候补价表非已实现MRR", + "entityBasis": "Deepslate Inc. DBA Embrasure自述，独立登记与品牌起点待核", + "classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-11-01", + "summary": "已读公开业务说明；Flow公开beta仓库存在、仅读README与范围；不代表托管Agent交付或厂商性能被独立复现。", + "evidenceIds": [ + "SR007F3-EMBRASURE-SR", + "SR007F3-EMBRASURE-HOME", + "SR007F3-EMBRASURE-FLOW" + ] + } + }, + { + "id": "AI123", + "name": "Fictional", + "url": "https://fictional.ai/", + "channel": "S14", + "cat": "C09", + "year": 2025, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "消费者AI角色互动、关系与多模态内容应用。", + "buyer": "消费者角色互动用户", + "delivery": "用户采用为投资方自报，官网仅品牌图；应用和当前购买交付未核", + "notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。", + "cohort": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核", + "teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知", + "price": "条款允许按计划收费/自动续订，当前金额与付费分母缺", + "stage": "用户采用为投资方自报，官网仅品牌图；应用和当前购买交付未核", + "sourceType": "投资方公司档案及官网/条款/公开制品", + "evidenceIds": [ + "SR007F3-FICTIONAL-SR", + "SR007F3-FICTIONAL-HOME", + "SR007F3-FICTIONAL-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "消费者订阅/内容应用，模型推理、图像语音成本及平台抽成待核", + "entityBasis": "PurpleSmart AI, Inc.运营者自述，品牌/主体和Pony旧事业边界待核", + "classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。", + "evidenceIds": [ + "SR007F3-FICTIONAL-SR", + "SR007F3-FICTIONAL-HOME" + ] + } + }, + { + "id": "AI124", + "name": "Flip（fliptexts.com）", + "url": "https://fliptexts.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国伯克利（投资方资料）", + "business": "iMessage个人财务AI助手，连接账户并在确认后处理敏感动作。", + "buyer": "个人财务管理用户", + "delivery": "邀请制beta；敏感支付/交易需确认，自营券商/银行产品仍coming soon", + "notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核", + "teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知", + "price": "原$25/月或$120/年，月试用3天、年试用12天，币种需核", + "stage": "邀请制beta；敏感支付/交易需确认，自营券商/银行产品仍coming soon", + "sourceType": "投资方公司档案及官网/条款/公开制品", + "evidenceIds": [ + "SR007F3-FLIP-SR", + "SR007F3-FLIP-HOME", + "SR007F3-FLIP-TERMS", + "SR007F3-FLIP-LEGAL" + ], + "revenueStatus": "unknown", + "businessModel": "消费者预付订阅，试用、促销补贴和第三方支付/数据成本需拆，连接资产非公司收入", + "entityBasis": "公开法律入口未明确精确法人，独立登记与品牌起点待核", + "classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。", + "evidenceIds": [ + "SR007F3-FLIP-SR", + "SR007F3-FLIP-HOME" + ] + } + }, + { + "id": "AI125", + "name": "Galileo Space", + "url": "https://galileo-space.com/", + "channel": "S14", + "cat": "C10", + "year": 2025, + "team": 3, + "location": "美国洛杉矶（投资方资料）", + "business": "AI卫星数据与轨道信息服务的硬件及数据业务。", + "buyer": "政府及商业遥感数据客户", + "delivery": "地面演示/支持信和商业意向为自述；首合同评估、发射未来计划，时间线有待核标签", + "notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。", + "cohort": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核", + "teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知", + "price": "项目合同/数据产品报价未取得", + "stage": "地面演示/支持信和商业意向为自述；首合同评估、发射未来计划，时间线有待核标签", + "sourceType": "投资方公司档案及官网/条款/公开制品", + "evidenceIds": [ + "SR007F3-GALILEO-SR", + "SR007F3-GALILEO-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "卫星硬件研发/任务与数据服务需拆，LOI/开发中合同不是经常性净收入", + "entityBasis": "精确法人/独立登记及合同授予缺，不展开军事技术实施", + "classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。", + "evidenceIds": [ + "SR007F3-GALILEO-SR", + "SR007F3-GALILEO-HOME" + ] + } + }, + { + "id": "AI126", + "name": "Harbor AI", + "url": "https://harborops.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "GPU集群监测、诊断与批准式修复，并提供跨供应商算力询价。", + "buyer": "GPU运营商及运行专用GPU的AI团队", + "delivery": "官网演示和询价，实际装机/客户付费未核；自动运行需与审批配置对应", + "notes": "成立年/员工为投资方自报，非SR007批次推断。法人登记、实际付费和财务待核；预测、客户资产、候补、意向、旧事业及展示数值非自身已实现ARR。", + "cohort": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核", + "teamBasis": "投资方人数自报，2026-11-01读取，人数业务截至日未知", + "price": "运维费未公开；算力小时示例不明单台/每GPU及币种，需询价", + "stage": "官网演示和询价，实际装机/客户付费未核；自动运行需与审批配置对应", + "sourceType": "投资方公司档案及官网/条款/公开制品", + "evidenceIds": [ + "SR007F3-HARBOR-SR", + "SR007F3-HARBOR-HOME", + "SR007F3-HARBOR-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "运维软件与算力转售/撮合拆分，净软件费、资源成本、人工及动作权限待核", + "entityBasis": "网站自述Harbor AI，精确法人/登记和供应商合同待核", + "classificationBasis": "按当前交付对象分类；Delightful为训练数据环境基础设施，非已证自研模型；GPU运维、金融助手及硬件数据服务分别归类", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开业务说明；未运行或独立测试，演示/用户/履历不作技术有效性证据。", + "evidenceIds": [ + "SR007F3-HARBOR-SR", + "SR007F3-HARBOR-HOME" + ] + } } ], "observations": [ @@ -45392,6 +45617,96 @@ "reason": "用户/周活增长与开始变现说法不等已实现收入，不继承Kosmik旧规模或融资", "bound": "≥", "comparisonGroup": null + }, + { + "id": "SR007F3-O-DELIGHTFUL-PROJECTED", + "company": "AI121", + "name": "Delightful AI", + "kind": "预计ARR", + "value": 1000000, + "unit": "原文$，币种待核", + "timing": "一个月预计，具体业务截至日及归属待核", + "evidence": "SR007F3-DELIGHTFUL-SR", + "scope": "业务自述，非可比公司收入", + "selection": "excluded", + "reason": "projected是预测，非已实现ARR，创始人简介归属需核", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR007F3-O-FICTIONAL-USERS", + "company": "AI123", + "name": "Fictional", + "kind": "用户采用自述", + "value": 1300000, + "unit": "用户", + "timing": "投资方读取时自述，具体业务截至日未知", + "evidence": "SR007F3-FICTIONAL-SR", + "scope": "业务自述，非可比公司收入", + "selection": "adoption", + "reason": "用户非付费人数，不继承Pony旧生成规模", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR007F3-O-FLIP-ASSETS", + "company": "AI124", + "name": "Flip", + "kind": "用户连接账户资产", + "value": 57000000, + "unit": "原文$，币种待核", + "timing": "上线2.5周后自述，具体截至日未知", + "evidence": "SR007F3-FLIP-SR", + "scope": "业务自述，非可比公司收入", + "selection": "excluded", + "reason": "客户账户金额非公司收入、并非管理资产或托管证明", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F3-O-FLIP-USERS", + "company": "AI124", + "name": "Flip", + "kind": "用户采用自述", + "value": 2200, + "unit": "用户", + "timing": "上线2.5周后自述，具体截至日未知", + "evidence": "SR007F3-FLIP-SR", + "scope": "业务自述，非可比公司收入", + "selection": "adoption", + "reason": "产品用户不等付费用户，未见付费分母", + "bound": ">", + "comparisonGroup": null + }, + { + "id": "SR007F3-O-FLIP-WAITLIST", + "company": "AI124", + "name": "Flip", + "kind": "候补人数", + "value": 74000, + "unit": "人", + "timing": "自述候补规模，具体截至日未知", + "evidence": "SR007F3-FLIP-SR", + "scope": "业务自述，非可比公司收入", + "selection": "adoption", + "reason": "候补非活跃/付费用户，不能乘价表估ARR", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F3-O-GALILEO-CONTRACT", + "company": "AI125", + "name": "Galileo Space", + "kind": "开发中合同", + "value": 1250000, + "unit": "原文$，币种待核", + "timing": "档案自述2026年9月，非精确财务截至日", + "evidence": "SR007F3-GALILEO-SR", + "scope": "业务自述，非可比公司收入", + "selection": "excluded", + "reason": "首合同开发/评估中，非已授予履约、回款或经常性收入", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -97336,6 +97651,226 @@ "kind": "投资方公司档案及官网/条款复核", "summary": "法律页自述Collaborators Inc. Delaware运营三个品牌，并说明各产品收费/生命周期区分。", "limitation": "独立注册与旧Collaborator沿革未核，不拆三家公司或继承创始人旧Kosmik融资；注册地址非实际办公地。" + }, + { + "id": "SR007F3-DELIGHTFUL-SR", + "companyId": "AI121", + "title": "Delightful2026与预计ARR", + "url": "https://speedrun.a16z.com/companies/delightful-ai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "投资方列2026成立、4人、旧金山；提供科学/医疗训练环境，创始人简介说一个月预计ARR超过原$1M。", + "limitation": "projected非已实现收入，且简介业绩归属与具体截至日/币种待核；不能直接按模型训练公司认自研基础模型。" + }, + { + "id": "SR007F3-DELIGHTFUL-HOME", + "companyId": "AI121", + "title": "Delightful训练数据与环境业务", + "url": "https://delightfullabs.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "署名2026年10月的官网文章描述数据获取/许可、专家评判与RL环境交付给模型实验室。", + "limitation": "只读业务方法，自述隐私、质量审核和训练效果未独立验证；无公开费率/合同，不提供医疗或实验操作建议。" + }, + { + "id": "SR007F3-EMBRASURE-SR", + "companyId": "AI122", + "title": "Embrasure2026与Agent数据仓库", + "url": "https://speedrun.a16z.com/companies/embrasure", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "投资方列2026成立、2人、旧金山，Agent数据仓库及数据管线。", + "limitation": "前雇主规模、exabyte能力宣传非当前客户量或独立验证；财务未公开。" + }, + { + "id": "SR007F3-EMBRASURE-HOME", + "companyId": "AI122", + "title": "Embrasure候补入口与自测基准", + "url": "https://embrasure.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "官网仓库候补、TraceDB自测及公开Flow链接，7.8倍速度来自特定合成数据的录制回放，Snowflake跨区。", + "limitation": "界面事件/用户量是演示数据，不当客户采用；特定硬件、缓存和跨区配置不可外推通用优势，未运行查询。" + }, + { + "id": "SR007F3-EMBRASURE-PRICE", + "companyId": "AI122", + "title": "Embrasure工作区月费预览", + "url": "https://embrasure.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "明确USD每工作区：Free0、Starter49、Growth249、Scale749/月，包含数据源/存储/扫描/AI额度；入口为候补/演示。", + "limitation": "usage allowance preview，无自动超额费；价表不证明可直接购买、付费客户或MRR，Enterprise可含专属数据工程师。" + }, + { + "id": "SR007F3-EMBRASURE-TERMS", + "companyId": "AI122", + "title": "Embrasure主体与公测合同", + "url": "https://embrasure.ai/terms", + "publishedAt": "2026-10-09", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "自述Deepslate Inc. DBA Embrasure；public beta、访问可审核，月预付USD，订单/MSA优先，默认无SLA。", + "limitation": "条款不证明付费合同已履行或公司独立登记；托管存储、AI额度、企业人工成本需拆。" + }, + { + "id": "SR007F3-EMBRASURE-FLOW", + "companyId": "AI122", + "title": "Embrasure Flow公开beta仓库", + "url": "https://github.com/EmbrasureAI/flow", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "从官网反链读取README：Rust写的Postgres至Iceberg复制服务，beta，有公开文件、测试范围与限制。", + "limitation": "只验证公开制品存在并读说明，未克隆/安装/构建/执行；不证明托管Agent产品交付或其自测性能可独立复现。" + }, + { + "id": "SR007F3-EMBRASURE-SECURITY", + "companyId": "AI122", + "title": "Embrasure认证和权限边界", + "url": "https://embrasure.ai/security", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "官网明确SOC2 Type2 in progress；查询采用配置的服务账户，非自动继承每个人仓库权限。", + "limitation": "进行中不是认证已取得；安全、权限与数据处置为厂商自述，未审计，不因有开源连接器提升独立验证等级。" + }, + { + "id": "SR007F3-FICTIONAL-SR", + "companyId": "AI123", + "title": "Fictional2025及角色应用采用", + "url": "https://speedrun.a16z.com/companies/fictional", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "投资方列2025成立、2人、旧金山，角色关系应用，用户超过130万、会话1.4小时自述。", + "limitation": "用户/时长非付费人数或收入；创始人Pony模型旧生成量、Google等履历不归Fictional技术或财务。" + }, + { + "id": "SR007F3-FICTIONAL-HOME", + "companyId": "AI123", + "title": "Fictional官网正文范围", + "url": "https://fictional.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "当前可读首页只有品牌图及条款/隐私链接。", + "limitation": "未取得当前应用商店价表/产品交付正文，不推停止服务或访问收费，不把投资方用户量当产品试用核验。" + }, + { + "id": "SR007F3-FICTIONAL-TERMS", + "companyId": "AI123", + "title": "Fictional运营者及订阅条款", + "url": "https://fictional.ai/terms-of-use", + "publishedAt": "2025-05-22", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "条款自述PurpleSmart AI, Inc.运营Fictional，按所选计划收费、可有自动续订，未列当前金额。", + "limitation": "品牌/公司/创始人旧Pony沿革需独立核；条款日期非成立证明，订阅机制不等已付费或ARR。" + }, + { + "id": "SR007F3-FLIP-SR", + "companyId": "AI124", + "title": "Flip2026与客户连接资产", + "url": "https://speedrun.a16z.com/companies/flip", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "投资方列2026成立、3人、伯克利，个人财务AI；74000候补、2200+用户，连接账户原$5700万。", + "limitation": "客户账户余额不是管理资产证明或公司收入，用户/候补不等付费；创始人旧项目估值/交易量不迁本公司。" + }, + { + "id": "SR007F3-FLIP-HOME", + "companyId": "AI124", + "title": "Flip邀请制与订阅价格", + "url": "https://fliptexts.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "官网邀请beta，原$25/月或$120/年及不同试用期；支付/交易需FaceID确认，券商/银行产品coming soon。", + "limitation": "首页0数值/账户余额与推荐语是展示，未验证效果；连接资产、融资140万及客户收益不当收入，Plaid认证不是Flip认证。" + }, + { + "id": "SR007F3-FLIP-TERMS", + "companyId": "AI124", + "title": "Flip预付订阅和促销支出", + "url": "https://fliptexts.com/terms", + "publishedAt": "2026-09-19", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "条款有月/年预付续订、试用、取消；支付和信用数据由第三方提供，并可向合资格用户发促销补贴。", + "limitation": "试用注册不等付费，年费预收需分摊且促销获客支出影响单位经济；未连接账户、提交信息或执行金融交易。" + }, + { + "id": "SR007F3-FLIP-LEGAL", + "companyId": "AI124", + "title": "Flip法律入口缺精确主体", + "url": "https://fliptexts.com/legal", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "法律入口只有隐私/条款/安全/联系导航，未明确可独立登记的法人名称。", + "limitation": "条款适用地不当注册地；后续核法人/品牌起点及净订阅，仅读业务不提供投资建议。" + }, + { + "id": "SR007F3-GALILEO-SR", + "companyId": "AI125", + "title": "Galileo2025、意向及开发中合同", + "url": "https://speedrun.a16z.com/companies/galileo-space", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "投资方列2025成立、3人、洛杉矶，AI卫星数据服务；2026年9月自述支持信3、商业LOI6，首份原$125万合同开发中。", + "limitation": "支持信/LOI/开发中合同非已签订履约、回款或ARR；只记商业阶段，不收录军事系统实施细节。" + }, + { + "id": "SR007F3-GALILEO-HOME", + "companyId": "AI125", + "title": "Galileo合同评估与时间线缺项", + "url": "https://galileo-space.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "官网称首合同在评估、载荷/发射在计划中，发射槽2027Q4/2028Q1；另2027阶段却标部分complete。", + "limitation": "未来时间线与完成标签需核，不能认已入轨/成熟交付；仅商业研究，不验证军事效果，不展开系统设计。" + }, + { + "id": "SR007F3-HARBOR-SR", + "companyId": "AI126", + "title": "Harbor2026与经批准GPU运维", + "url": "https://speedrun.a16z.com/companies/harbor-ai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "投资方列2026成立、2人、旧金山，为GPU工作负载诊断，获批准后修复并检查性能恢复。", + "limitation": "长期调度愿景与当前批准式运维分开；前雇主GPU规模、算力租赁不作自身规模或收入。" + }, + { + "id": "SR007F3-HARBOR-HOME", + "companyId": "AI126", + "title": "Harbor运维软件与算力撮合并列", + "url": "https://harborops.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "官网同时提供GPU运维及跨供应商专用H100询价；工程师可批准/修改动作，另可允许自动运行。", + "limitation": "界面1248节点、96%提速和小时报价未独立核，不当实际客户量/收入；小时单价计费分母、币种和撮合净费待核。" + }, + { + "id": "SR007F3-HARBOR-TERMS", + "companyId": "AI126", + "title": "Harbor网站条款非资源订单", + "url": "https://harborops.ai/legal/terms-conditions", + "publishedAt": "2026-03-28", + "accessedAt": "2026-11-01", + "kind": "投资方公司档案及官网/公开制品复核", + "summary": "网站条款使用Harbor AI名称，没有具体订阅价、算力订单/SLA或精确独立注册信息。", + "limitation": "一般条款不补商业合同；软件净费、资源转售/撮合总额、供应商成本和人工成本需拆，不按算力GMV认SaaS MRR。" } ], "reviews": [ @@ -106464,6 +106999,85 @@ "SR007F2-COHERENCE-TERMS" ], "handling": "不把当前人工指导按AI软件公司收入计，不迁旧公司/前雇主业绩或年底目标。网站说明非医疗服务及需另行协议，套餐/检测/教练成本须拆，未评估疗效、不提供医疗建议或将宣传当验证。" + }, + { + "id": "SR007F3-R-DELIVERY", + "type": "训练环境、数据仓库与垂直应用交付分类", + "company": "Delightful AI、Embrasure、Fictional、Flip、Galileo Space、Harbor AI", + "companyIds": [ + "AI121", + "AI122", + "AI123", + "AI124", + "AI125", + "AI126" + ], + "scope": "companies", + "summary": "六个独立档案确认2025/2026自报成立；训练环境归基础设施，Embrasure开源连接器与托管仓库候补分开，消费者角色/金融与实体业务各归类。", + "evidenceIds": [ + "SR007F3-DELIGHTFUL-SR", + "SR007F3-DELIGHTFUL-HOME", + "SR007F3-EMBRASURE-SR", + "SR007F3-EMBRASURE-HOME", + "SR007F3-EMBRASURE-PRICE", + "SR007F3-EMBRASURE-TERMS", + "SR007F3-EMBRASURE-FLOW", + "SR007F3-EMBRASURE-SECURITY", + "SR007F3-FICTIONAL-SR", + "SR007F3-FICTIONAL-HOME", + "SR007F3-FICTIONAL-TERMS", + "SR007F3-FLIP-SR", + "SR007F3-FLIP-HOME", + "SR007F3-FLIP-TERMS", + "SR007F3-FLIP-LEGAL", + "SR007F3-GALILEO-SR", + "SR007F3-GALILEO-HOME", + "SR007F3-HARBOR-SR", + "SR007F3-HARBOR-HOME", + "SR007F3-HARBOR-TERMS" + ], + "handling": "Fictional运营者PurpleSmart与旧Pony沿革缺；Embrasure为Deepslate DBA自述、SOC2进行中，公开Flow beta只到public-artifact，录制基准及用户量非独立效果/客户。未执行外部代码或产品。" + }, + { + "id": "SR007F3-R-FINANCE", + "type": "预计ARR、客户资产与意向合同排除", + "company": "Delightful AI、Fictional、Flip、Galileo Space", + "companyIds": [ + "AI121", + "AI123", + "AI124", + "AI125" + ], + "scope": "companies", + "summary": "新增3排除和3采用：预计百万ARR、客户5700万账户金额、开发中125万合同均排除；Fictional用户及Flip用户/候补仅采用，不新增可比收入。", + "evidenceIds": [ + "SR007F3-DELIGHTFUL-SR", + "SR007F3-FICTIONAL-SR", + "SR007F3-FLIP-SR", + "SR007F3-GALILEO-SR", + "SR007F3-FLIP-HOME", + "SR007F3-FLIP-TERMS" + ], + "handling": "试用与年预收、促销补贴和净费需拆，不能乘候补/用户/价表估ARR；原$币种与精确日历日缺，不推财务造假概率或提供投资建议。" + }, + { + "id": "SR007F3-R-STAGE", + "type": "未来时间线及运维/资源净额边界", + "company": "Galileo Space、Harbor AI", + "companyIds": [ + "AI125", + "AI126" + ], + "scope": "companies", + "summary": "Galileo未来发射阶段部分标完成，需要核对实物交付；Harbor运维软件与跨供应商算力撮合是不同收费与成本边界。", + "evidenceIds": [ + "SR007F3-GALILEO-SR", + "SR007F3-GALILEO-HOME", + "SR007F3-HARBOR-SR", + "SR007F3-HARBOR-HOME", + "SR007F3-HARBOR-TERMS" + ], + "handling": "不认已入轨或意向授予；Harbor示例GPU数、效率和报价不当实收，需拆批准权限、软件净费/资源转售与人力。只研究商业，不展开军事设计或实际调度GPU。" } ], "coverage": { @@ -119584,7 +120198,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前30关联（17复用、13本系列新增）、47成立/主体待核、2AI主营待核；本系列新补读16个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前36关联（17复用、19本系列新增）、41成立/主体待核、2AI主营待核；本系列新补读22个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", "complete": false, "records": [ { @@ -119958,14 +120572,17 @@ "id": "SR007R-C24", "name": "Delightful AI", "url": "https://speedrun.a16z.com/companies/delightful-ai", - "categoryId": "C01", + "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F3-DELIGHTFUL-SR", + "SR007F3-DELIGHTFUL-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；官网业务文章；实际合同/交付、数据许可和效果未独立核。财务及技术证据缺项见公司明细。", + "companyId": "AI121" }, { "id": "SR007R-C25", @@ -120003,12 +120620,19 @@ "url": "https://speedrun.a16z.com/companies/embrasure", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F3-EMBRASURE-SR", + "SR007F3-EMBRASURE-HOME", + "SR007F3-EMBRASURE-PRICE", + "SR007F3-EMBRASURE-TERMS", + "SR007F3-EMBRASURE-FLOW", + "SR007F3-EMBRASURE-SECURITY" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；仓库public beta/候补入口；Flow连接器公开beta，未运行。财务及技术证据缺项见公司明细。", + "companyId": "AI122" }, { "id": "SR007R-C28", @@ -120016,12 +120640,16 @@ "url": "https://speedrun.a16z.com/companies/fictional", "categoryId": "C09", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F3-FICTIONAL-SR", + "SR007F3-FICTIONAL-HOME", + "SR007F3-FICTIONAL-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核；用户采用为投资方自报，官网仅品牌图；应用和当前购买交付未核。财务及技术证据缺项见公司明细。", + "companyId": "AI123" }, { "id": "SR007R-C29", @@ -120029,12 +120657,17 @@ "url": "https://speedrun.a16z.com/companies/flip", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F3-FLIP-SR", + "SR007F3-FLIP-HOME", + "SR007F3-FLIP-TERMS", + "SR007F3-FLIP-LEGAL" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；邀请制beta；敏感支付/交易需确认，自营券商/银行产品仍coming soon。财务及技术证据缺项见公司明细。", + "companyId": "AI124" }, { "id": "SR007R-C30", @@ -120042,12 +120675,15 @@ "url": "https://speedrun.a16z.com/companies/galileo-space", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F3-GALILEO-SR", + "SR007F3-GALILEO-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2025成立；独立登记及品牌/主体沿革待核；地面演示/支持信和商业意向为自述；首合同评估、发射未来计划，时间线有待核标签。财务及技术证据缺项见公司明细。", + "companyId": "AI125" }, { "id": "SR007R-C31", @@ -120055,12 +120691,16 @@ "url": "https://speedrun.a16z.com/companies/harbor-ai", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F3-HARBOR-SR", + "SR007F3-HARBOR-HOME", + "SR007F3-HARBOR-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记及品牌/主体沿革待核；官网演示和询价，实际装机/客户付费未核；自动运行需与审批配置对应。财务及技术证据缺项见公司明细。", + "companyId": "AI126" }, { "id": "SR007R-C32", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 9c06371..1b449b2 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-2", + "version": "2026-11-01-sr007-followup-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。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记30关联（17复用、13本系列新增）/47主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。", - "nextCheck": "先补SR007剩余47条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。", + "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记36关联（17复用、19本系列新增）/41主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。 再补Delightful/Embrasure/Fictional/Flip/Galileo/Harbor六家，训练环境与基础模型、Flow公开制品与托管候补、订阅与客户资产/意向/预计ARR、运维与算力净费分列，新增3排除/3采用，无可比收入。", + "nextCheck": "先补SR007剩余41条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。 Delightful预测归属/数据许可成本、Embrasure候补转付费和独立基准、Fictional主体沿革/付费分母、Flip补贴后净费/法人、Galileo合同授予和未来时间线、Harbor资源合同净额继续缺。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 8fe4081..6914739 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-2", + "sourceVersion": "2026-11-01-sr007-followup-3", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 7901ab940e1887b4c16a7d93e882de26aff85e17 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 00:56:54 +0800 Subject: [PATCH 4/6] Reconcile SR007 AI scope and separate travel revenue from ARR claims --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 37 +- content/research/ai-companies.seed.json | 548 ++++++++++++++++++++- content/research/ai-companies.sources.json | 13 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 560 insertions(+), 46 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 52f6126..ad51fa2 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, 1218); + assert.equal(research.companies.length, 1222); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4742); - assert.equal(research.observations.length, 463); + assert.equal(research.evidence.length, 4759); + assert.equal(research.observations.length, 467); 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 7d0f7c0..63d8d5c 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,9 +123,9 @@ 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, 1218); - assert.equal(initial.evidence.length, 4742); - assert.equal(initial.observations.length, 463); + assert.equal(initial.companies.length, 1222); + assert.equal(initial.evidence.length, 4759); + assert.equal(initial.observations.length, 467); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 4); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) @@ -169,9 +169,9 @@ 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, 226); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 228); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 49); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 51); 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")!), []); @@ -190,11 +190,11 @@ 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), 1218); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 58); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1222); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 59); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1139); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1142); 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")); @@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 203); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 207); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 27); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -523,6 +523,23 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.equal(embrasure.technicalReview!.level, "public-artifact"); assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"), "the public connector supports artifact availability, not independently reproduced warehouse performance"); + for (const name of ["KIRA", "Leonidas"]) { + const candidate = batch.records.find((row) => row.name === name)!; + assert.equal(candidate.status, "pending-ai", + "serving AI customers or using software controls is not evidence of an AI business"); + assert.equal(candidate.companyId, undefined); + } + const maestroClaims = arrDisclosures(snapshot).filter(({ company }) => company.id === "AI130"); + assert.equal(maestroClaims.length, 2, "keep the two original ARR milestones in the evidence ledger"); + assert.ok(maestroClaims.every(({ observation }) => observation.selection === "historical" && + arrFieldGaps(observation, snapshot.asOf).includes("date") && + arrFieldGaps(observation, snapshot.asOf).includes("currency"))); + const cumulative = snapshot.observations.find((item) => item.id === "SR007F4-O-MAESTRO-CUMULATIVE")!; + assert.equal(cumulative.selection, "historical"); + assert.equal(cumulative.metric, undefined, "nine-month cumulative revenue cannot become ARR"); + const contracted = snapshot.observations.find((item) => item.id === "SR007F4-O-HOID-CONTRACT")!; + assert.equal(contracted.selection, "excluded"); + assert.equal(contracted.metric, undefined, "contracted run rate is not realized ARR"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -552,7 +569,7 @@ 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, 171); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 165); }); 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 8db9b36..8fadb7c 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-3", + "version": "2026-11-01-sr007-followup-4", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -38441,6 +38441,155 @@ "SR007F3-HARBOR-HOME" ] } + }, + { + "id": "AI127", + "name": "Hoid", + "url": "https://hoid-ai.com/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "Agent编译器与推理runtime优化，让模型适配目标硬件。", + "buyer": "模型实验室、推理提供商及部署团队", + "delivery": "按模型/硬件目标协商试点；live客户为投资方自述，实际合同/性能未核", + "notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。", + "cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核", + "teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知", + "price": "无公开价表，按试点/性能目标协商", + "stage": "按模型/硬件目标协商试点；live客户为投资方自述，实际合同/性能未核", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F4-HOID-SR", + "SR007F4-HOID-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "推理优化软件/试点服务，签约run rate与履约实收、性能分成/人工及经常性需拆", + "entityBasis": "精确法人及独立注册待核", + "classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。", + "evidenceIds": [ + "SR007F4-HOID-SR", + "SR007F4-HOID-HOME" + ] + } + }, + { + "id": "AI128", + "name": "Kairo（kairo.security）", + "url": "https://kairo.security/", + "channel": "S14", + "cat": "C04", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "人和Agent行为建模、持续应用安全检测及修复验证。", + "buyer": "持续发布应用或部署Agent的企业安全团队", + "delivery": "官网演示/企业洽谈及年度服务说明，未实际运行检测", + "notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。", + "cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核", + "teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知", + "price": "企业定制年约、发票，含指定安全工程师，未公开金额", + "stage": "官网演示/企业洽谈及年度服务说明，未实际运行检测", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F4-KAIRO-SR", + "SR007F4-KAIRO-HOME", + "SR007F4-KAIRO-PRICE", + "SR007F4-KAIRO-PRIVACY", + "SR007F4-KAIRO-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "持续安全软件加工程师服务，软件净费/人工、授权范围与年约履行需核", + "entityBasis": "隐私/条款明确getkairo.xyz关联当前域名，精确法人和登记缺", + "classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。", + "evidenceIds": [ + "SR007F4-KAIRO-SR", + "SR007F4-KAIRO-HOME" + ] + } + }, + { + "id": "AI129", + "name": "Keythorn", + "url": "https://keythorn.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "AI Agent风险评估/监控和责任保险安排。", + "buyer": "部署AI的企业及保险承保方", + "delivery": "技术评估/保险合作询价与候补，未核牌照、已生效保单或承保容量", + "notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。", + "cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核", + "teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知", + "price": "无公开费率，评估/保障安排洽谈", + "stage": "技术评估/保险合作询价与候补，未核牌照、已生效保单或承保容量", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F4-KEYTHORN-SR", + "SR007F4-KEYTHORN-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "风险技术服务和保险安排，评估费/经纪佣金与保费总额、自有风险承保边界需拆", + "entityBasis": "精确法人、经纪/承保角色及登记/牌照待核", + "classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。", + "evidenceIds": [ + "SR007F4-KEYTHORN-SR", + "SR007F4-KEYTHORN-HOME" + ] + } + }, + { + "id": "AI130", + "name": "Maestro（askmaestro.com）", + "url": "https://askmaestro.com/", + "channel": "S14", + "cat": "C09", + "year": 2026, + "team": 1, + "location": null, + "business": "人工顾问结合Conductor AI编排的高端旅行/积分会员服务。", + "buyer": "高净值家庭及旅行会员", + "delivery": "投资方称实际会员/收入，官网介绍制人工专家和应用；合同净费/实际交付未独立核", + "notes": "成立年/人数为投资方自报，独立登记和财务缺项保留；签约、旧事业业绩、客户损失避免/资产与市场规模非自身收入。Maestro官网2025推荐语与2026成立自报需核，不用推荐语猜注册年份。", + "cohort": "投资方自报2026成立；独立登记及品牌/主体起点未核", + "teamBasis": "投资方人数自报，2026-11-01读取；不涵盖未核外包/顾问，业务截至日未知", + "price": "未取得具体会员价格、旅行采购与佣金明细", + "stage": "投资方称实际会员/收入，官网介绍制人工专家和应用；合同净费/实际交付未独立核", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F4-MAESTRO-SR", + "SR007F4-MAESTRO-AFORE", + "SR007F4-MAESTRO-HOME", + "SR007F4-MAESTRO-TERMS" + ], + "revenueStatus": "self", + "businessModel": "旅行会员/人工顾问加AI工作流，累计revenue、ARR和旅行交易/积分价值必须拆，非纯软件订阅证明", + "entityBasis": "官网Maestro Agentic Inc.自述；目录2026与2025推荐语起点需核，均不作独立注册", + "classificationBasis": "按推理基础设施、开发安全、保险风险和消费者旅行交付分类，不把AI客户/融资或传统软件控制自动认AI主营", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "公开任务/官网及交付范围自述已读，未运行或独立测试；团队履历、自称认证/损失避免、行业基准和AI编排不证明独立效果。", + "evidenceIds": [ + "SR007F4-MAESTRO-SR", + "SR007F4-MAESTRO-HOME" + ] + } } ], "observations": [ @@ -45707,6 +45856,68 @@ "reason": "首合同开发/评估中，非已授予履约、回款或经常性收入", "bound": "=", "comparisonGroup": null + }, + { + "id": "SR007F4-O-HOID-CONTRACT", + "company": "AI127", + "name": "Hoid", + "kind": "签约run rate", + "value": 196000, + "unit": "原文$，币种待核", + "timing": "上线一个月自述，具体截至日未知", + "evidence": "SR007F4-HOID-SR", + "scope": "已签约口径，履约及经常性未核", + "selection": "excluded", + "reason": "contracted run rate不等已实现ARR，live客户不能替代合同履行及净费底表", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F4-O-MAESTRO-CUMULATIVE", + "company": "AI130", + "name": "Maestro", + "kind": "九个月累计收入自述", + "value": 3000000, + "unit": "原文$，币种待核", + "timing": "启动九个月累计，精确期间和截至日未知", + "evidence": "SR007F4-MAESTRO-SR", + "scope": "旅行/会员业务，交易总额或净收入待核", + "selection": "historical", + "reason": "累计revenue不是MRR/ARR，不与另一投资方的ARR里程碑互换", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F4-O-MAESTRO-ARR", + "company": "AI130", + "name": "Maestro", + "kind": "投资方ARR标签自述", + "value": 3100000, + "unit": "原文$，币种待核", + "timing": "自July增长后的里程碑，年份和精确财务截至日未给", + "evidence": "SR007F4-MAESTRO-AFORE", + "scope": "公司会员/旅行混合服务，经常性净费定义未核", + "selection": "historical", + "reason": "保留原ARR标签，不证明纯软件经常性；币种/日期、会员费/佣金/旅行采购和人工成本缺，不进入同期均值", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "SR007F4-O-MAESTRO-OLD-ARR", + "company": "AI130", + "name": "Maestro", + "kind": "投资方ARR标签自述", + "value": 875000, + "unit": "原文$，币种待核", + "timing": "July起点，年份及精确日历日未给", + "evidence": "SR007F4-MAESTRO-AFORE", + "scope": "公司会员/旅行混合服务，经常性净费定义未核", + "selection": "historical", + "reason": "保留原ARR标签，不证明纯软件经常性；币种/日期、会员费/佣金/旅行采购和人工成本缺，不进入同期均值", + "bound": "≈", + "comparisonGroup": null, + "metric": "arr" } ], "evidence": [ @@ -97871,6 +98082,193 @@ "kind": "投资方公司档案及官网/公开制品复核", "summary": "网站条款使用Harbor AI名称，没有具体订阅价、算力订单/SLA或精确独立注册信息。", "limitation": "一般条款不补商业合同；软件净费、资源转售/撮合总额、供应商成本和人工成本需拆，不按算力GMV认SaaS MRR。" + }, + { + "id": "SR007F4-HOID-SR", + "companyId": "AI127", + "title": "Hoid2026与签约run rate", + "url": "https://speedrun.a16z.com/companies/hoid", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "投资方列2026成立、3人、旧金山，Agent推理编译优化；一个月达到原$196K contracted run rate。", + "limitation": "有live客户不把contracted run rate自动当实收/经常性ARR；币种、精确日历日和合同履行缺，30%性能自述未独立测。" + }, + { + "id": "SR007F4-HOID-HOME", + "companyId": "AI127", + "title": "Hoid按模型/硬件协商试点", + "url": "https://hoid-ai.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "官网说明Agent编译器及硬件runtime，试点由双方选模型/硬件并约定性能目标，预约洽谈无价表。", + "limitation": "首页100倍与26天等引用行业模型手工优化背景，不是Hoid自研实测业绩；未运行、部署或读取优化实现。" + }, + { + "id": "SR007F4-KAIRO-SR", + "companyId": "AI128", + "title": "Kairo2026及行为安全任务", + "url": "https://speedrun.a16z.com/companies/kairo", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "投资方列2026成立、3人、旧金山，建模人/Agent交互以持续发现应用漏洞。", + "limitation": "创始人旧项目估值、竞赛和社群规模非公司收入或效果；当前服务可靠性未独立测。" + }, + { + "id": "SR007F4-KAIRO-HOME", + "companyId": "AI128", + "title": "Kairo当前官网与损失避免估计", + "url": "https://kairo.security/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "当前官网描述行为安全及影子环境，称避免600万损失、125日发现量、团队150+事件。", + "limitation": "损失避免是客户/保险方估计非营收，事件/漏洞与演示不是付费客户；外部伙伴认证未核，不运行扫描或提取攻击步骤。" + }, + { + "id": "SR007F4-KAIRO-PRICE", + "companyId": "AI128", + "title": "Kairo企业年度合约含工程师", + "url": "https://kairo.security/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "企业定制价，年度条款/发票收费，包括PR持续检测、报告、集成及指定安全工程师，测试范围须先书面约定。", + "limitation": "没有金额或净软件费占比；年合同不等SaaS ARR，服务人力/授权和实际履行待核。" + }, + { + "id": "SR007F4-KAIRO-PRIVACY", + "companyId": "AI128", + "title": "Kairo当前域名与旧官网对应", + "url": "https://kairo.security/privacy", + "publishedAt": "2026-08-11", + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "当前域名隐私页明确其Site为getkairo.xyz及相关页，和投资方旧域名对应。", + "limitation": "网站政策不证明法人注册或实际安全能力；只读公开正文，未提交表单/个人数据。" + }, + { + "id": "SR007F4-KAIRO-TERMS", + "companyId": "AI128", + "title": "Kairo商业服务需独立协议", + "url": "https://kairo.security/terms", + "publishedAt": "2026-08-11", + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "网站条款只管官网/演示，实际engagement另行书面协议，运营名Kairo未列精确法人。", + "limitation": "适用Delaware法律非注册地证明；无产品SLA或实际付费依据，访问旧域名失败不当停业。" + }, + { + "id": "SR007F4-KEYTHORN-SR", + "companyId": "AI129", + "title": "Keythorn2026及旧事业ARR归属", + "url": "https://speedrun.a16z.com/companies/keythorn", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "投资方列2026成立、3人、旧金山，AI Agent风险评估、监控及责任保险安排；创始人简介旧YC公司30万ARR。", + "limitation": "旧公司30万ARR/200万融资不可迁Keythorn；评估业务、保险安排和自有承保需拆。" + }, + { + "id": "SR007F4-KEYTHORN-HOME", + "companyId": "AI129", + "title": "Keythorn候补与保险安排边界", + "url": "https://keythorn.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "官网候补，AI技术评估和风险画像，用于向保险承保方安排保障，称未来将place coverage；有独立brokerage入口。", + "limitation": "入口不证明已承保/保险牌照/保单生效，未进入管理后台；保费总额、佣金净费和评估费不混同，当前费率/精确法人缺。" + }, + { + "id": "SR007F4-KIRA-SR", + "companyId": null, + "title": "KIRA2026、工业系统和签约ARR", + "url": "https://speedrun.a16z.com/companies/kira", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "投资方列2026成立、3人、波士顿，工业废水处理系统，称原$900K contracted ARR且有LOI。", + "limitation": "软件定义、控制和服务数据中心不自动证明AI主营；签约/LOI非live收入，先保留候选财务说法，不建AI公司观测。" + }, + { + "id": "SR007F4-KIRA-HOME", + "companyId": null, + "title": "KIRA官网当前水处理业务", + "url": "https://www.kira.eco/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "官网自述KIRA Systems Inc.，模块化现场水处理设备及软件控制，没有明确当前AI任务/模型，团队与档案对应。", + "limitation": "硬件/设备服务不因客户为数据中心归AI；官网效果和学术旧材料未独立核，不提供工业化学流程或运行建议。" + }, + { + "id": "SR007F4-LEONIDAS-SR", + "companyId": null, + "title": "Leonidas2026与AI客户行业", + "url": "https://speedrun.a16z.com/companies/leonidas", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "投资方列2026成立、1人、伦敦，为欧洲前沿产业构建金融机构，AI仅列其客户行业之一。", + "limitation": "服务AI企业不等自身AI主营，创始人旧150亿欧元债务承销和市场政策规模非本公司收入。" + }, + { + "id": "SR007F4-LEONIDAS-HOME", + "companyId": null, + "title": "Leonidas官网早期访问入口", + "url": "https://leonidasfinancial.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "官网只有frontier economy金融定位及request early access，未列当前AI产品或已运营账户/贷款。", + "limitation": "早期访问不是银行/支付牌照或交付证明，精确法人待核；不因第三方AI标签纳入AI公司，不提供金融建议。" + }, + { + "id": "SR007F4-MAESTRO-SR", + "companyId": "AI130", + "title": "Maestro2026与九个月收入", + "url": "https://speedrun.a16z.com/companies/maestro", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "投资方列2026成立、1人、地点空，AI加人工顾问旅行会员服务，启动九个月累计原$3M revenue。", + "limitation": "累计revenue不是ARR，是否含旅行交易总额/净费未知；一名员工不等顾问/外包全体，隐身不等无交付。" + }, + { + "id": "SR007F4-MAESTRO-AFORE", + "companyId": "AI130", + "title": "Maestro另一投资方ARR里程碑", + "url": "https://intros.afore.vc/showcase/aace5c2d-a8cf-4ce3-ba71-e32f05045df1", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "Afore独立公开公司页同名创始人并反链askmaestro.com，称自July ARR由约原$875K至$3.1M，新增会员6倍。", + "limitation": "未给July年份和精确财务截至日、币种及ARR定义；与九个月累计收入为不同口径，不求均值/相互验证，不请求介绍。" + }, + { + "id": "SR007F4-MAESTRO-HOME", + "companyId": "AI130", + "title": "Maestro人工专家与积分价值展示", + "url": "https://askmaestro.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "官网介绍制会员、旅行/积分顾问及应用，运营者Maestro Agentic Inc.；示例旅行金额标积分替代价值，另有2025年客户推荐语。", + "limitation": "积分价值/节省额和旅行报价非公司净收入，人工顾问成本待核；2025推荐语与档案2026起点需核品牌/主体，不单独认注册年份。" + }, + { + "id": "SR007F4-MAESTRO-TERMS", + "companyId": "AI130", + "title": "Maestro应用条款未列费率", + "url": "https://askmaestro.com/terms-and-conditions", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网业务/收入归属复核", + "summary": "条款自述Maestro Agentic Inc.提供旅行/生活助理、预订协调和团队沟通，并使用第三方支付/预订。", + "limitation": "未取得具体会员价表、供应商结算和净费底表；网页重复段落不是三份服务，不推订阅现金或纯软件ARR。" } ], "reviews": [ @@ -107078,6 +107476,83 @@ "SR007F3-HARBOR-TERMS" ], "handling": "不认已入轨或意向授予；Harbor示例GPU数、效率和报价不当实收，需拆批准权限、软件净费/资源转售与人力。只研究商业，不展开军事设计或实际调度GPU。" + }, + { + "id": "SR007F4-R-DELIVERY", + "type": "推理、安全、保险风险与人工旅行服务分类", + "company": "Hoid、Kairo、Keythorn、Maestro", + "companyIds": [ + "AI127", + "AI128", + "AI129", + "AI130" + ], + "scope": "companies", + "summary": "四家2026成立自报关联；Hoid试点协商目标，Kairo年度定制服务含工程师，Keythorn风险评估/保险安排，Maestro人工顾问加AI编排。", + "evidenceIds": [ + "SR007F4-HOID-SR", + "SR007F4-HOID-HOME", + "SR007F4-KAIRO-SR", + "SR007F4-KAIRO-HOME", + "SR007F4-KAIRO-PRICE", + "SR007F4-KAIRO-PRIVACY", + "SR007F4-KAIRO-TERMS", + "SR007F4-KEYTHORN-SR", + "SR007F4-KEYTHORN-HOME", + "SR007F4-MAESTRO-SR", + "SR007F4-MAESTRO-AFORE", + "SR007F4-MAESTRO-HOME", + "SR007F4-MAESTRO-TERMS" + ], + "handling": "Hoid引用行业手调优化非自身成果，Kairo官网跨域通过隐私页对应但精确法人缺；Keythorn候补/后台入口不证牌照或保单。Maestro2025推荐语与2026起点保留，员工不等顾问全体。未运行产品或安全扫描。" + }, + { + "id": "SR007F4-R-FINANCE", + "type": "签约run rate、累计收入与ARR标签并存", + "company": "Hoid、Kairo、Keythorn、Maestro", + "companyIds": [ + "AI127", + "AI128", + "AI129", + "AI130" + ], + "scope": "companies", + "summary": "Hoid196K签约run rate排除；Maestro九个月3M累计收入与Afore875K到3.1M ARR作为不同历史披露保留，不相互当验证或按相近金额合并。", + "evidenceIds": [ + "SR007F4-HOID-SR", + "SR007F4-KAIRO-HOME", + "SR007F4-KEYTHORN-SR", + "SR007F4-KEYTHORN-HOME", + "SR007F4-MAESTRO-SR", + "SR007F4-MAESTRO-AFORE", + "SR007F4-MAESTRO-HOME", + "SR007F4-MAESTRO-TERMS" + ], + "handling": "ARR缺年份/精确业务日、币种及旅行净经常性；会员费/佣金/采购额、积分价值和人工拆分，前事业ARR/客户避免损失/保费总额均不作本公司ARR。第三方投资方页非审计，不据口径差异推造假。" + }, + { + "id": "SR007F4-R-KIRA", + "type": "工业软件控制与AI主营缺项", + "company": "KIRA", + "scope": "excluded-candidate", + "summary": "2026成立自报已读，官网当前工业水处理硬件/软件控制，未明确AI任务，转pending-ai。", + "evidenceIds": [ + "SR007F4-KIRA-SR", + "SR007F4-KIRA-HOME" + ], + "handling": "不能因服务AI数据中心或有软件定义标签纳AI公司；签约900K ARR/LOI保留证据，不设新公司收入。需核AI实际作用、硬件/服务与净费；只读商业描述。" + }, + { + "id": "SR007F4-R-LEONIDAS", + "type": "AI客户行业与金融机构自身AI分开", + "company": "Leonidas", + "scope": "excluded-candidate", + "summary": "2026成立自报已有，金融机构服务前沿产业，AI只属客户行业，官网early access未明自身AI任务，转pending-ai。", + "evidenceIds": [ + "SR007F4-LEONIDAS-SR", + "SR007F4-LEONIDAS-HOME" + ], + "handling": "保留候选不新增AI公司；前雇主债务承销、政策市场规模非收入，早期入口不证明牌照/实际银行产品。精确主体、当前AI交付待核，不因名录标签补入。" } ], "coverage": { @@ -120198,7 +120673,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前36关联（17复用、19本系列新增）、41成立/主体待核、2AI主营待核；本系列新补读22个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前40关联（17复用、23本系列新增）、35成立/主体待核、4AI主营待核；本系列新补读28个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", "complete": false, "records": [ { @@ -120708,12 +121183,15 @@ "url": "https://speedrun.a16z.com/companies/hoid", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F4-HOID-SR", + "SR007F4-HOID-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌/主体起点未核；按模型/硬件目标协商试点；live客户为投资方自述，实际合同/性能未核。财务/技术边界见证据。", + "companyId": "AI127" }, { "id": "SR007R-C33", @@ -120736,12 +121214,18 @@ "url": "https://speedrun.a16z.com/companies/kairo", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F4-KAIRO-SR", + "SR007F4-KAIRO-HOME", + "SR007F4-KAIRO-PRICE", + "SR007F4-KAIRO-PRIVACY", + "SR007F4-KAIRO-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌/主体起点未核；官网演示/企业洽谈及年度服务说明，未实际运行检测。财务/技术边界见证据。", + "companyId": "AI128" }, { "id": "SR007R-C35", @@ -120749,12 +121233,15 @@ "url": "https://speedrun.a16z.com/companies/keythorn", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F4-KEYTHORN-SR", + "SR007F4-KEYTHORN-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌/主体起点未核；技术评估/保险合作询价与候补，未核牌照、已生效保单或承保容量。财务/技术边界见证据。", + "companyId": "AI129" }, { "id": "SR007R-C36", @@ -120762,12 +121249,14 @@ "url": "https://speedrun.a16z.com/companies/kira", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F4-KIRA-SR", + "SR007F4-KIRA-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "2026成立、3人、波士顿为投资方自报；官网为KIRA Systems Inc.工业水处理设备及软件控制，未明确AI主营。服务数据中心/软件定义不自动归AI；原$900K contracted ARR及LOI不作已实现收入，转pending-ai。" }, { "id": "SR007R-C37", @@ -120790,12 +121279,14 @@ "url": "https://speedrun.a16z.com/companies/leonidas", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F4-LEONIDAS-SR", + "SR007F4-LEONIDAS-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "2026成立、1人、伦敦为投资方自报；官网金融机构early access，AI只是所服务客户行业，自身AI主营未明，转pending-ai。创始人旧债务承销/政策规模非公司收入，未证牌照或产品交付。" }, { "id": "SR007R-C39", @@ -120803,12 +121294,17 @@ "url": "https://speedrun.a16z.com/companies/maestro", "categoryId": "C09", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F4-MAESTRO-SR", + "SR007F4-MAESTRO-AFORE", + "SR007F4-MAESTRO-HOME", + "SR007F4-MAESTRO-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；独立登记及品牌/主体起点未核；投资方称实际会员/收入，官网介绍制人工专家和应用；合同净费/实际交付未独立核。财务/技术边界见证据。", + "companyId": "AI130" }, { "id": "SR007R-C40", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 1b449b2..eaab6dd 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-3", + "version": "2026-11-01-sr007-followup-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。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "原有投资方公司定向个案和2025/2026补查保留。2026-11-01普通公开HTML内嵌载荷明确默认SR007的79条，逐一登记36关联（17复用、19本系列新增）/41主体年份待核/2AI主营待核；75普通UUID链接与79载荷分列。此前文本仅外壳不等无名单，本次不执行站点脚本或读取私有接口。SR005/SR006公开参数仍返回默认SR007，其他批次/两年目录未穷尽。投资方和公司宣传收入非独立验证，Bounty部署/承诺及Alven当前部署金额不作已实现ARR。 后续六项补读五家关联（Baro/Blueprint/Cartsy/ChatOverflow/ChronoSpace），Bric2026但隐身转AI待核；客户业绩、旧事业、签约和演示均不新增收入。 再补六项：Colmez/Contxt/Coop/Corlen/Cube关联，Coherence2026但现人工健康指导与AI描述未对齐，转AI待核。新增2排除/2采用观测，无可比收入，Cube按秒预付非新订阅、Corlen人工审批及Colmez合同需另MSA分列。 再补Delightful/Embrasure/Fictional/Flip/Galileo/Harbor六家，训练环境与基础模型、Flow公开制品与托管候补、订阅与客户资产/意向/预计ARR、运维与算力净费分列，新增3排除/3采用，无可比收入。", - "nextCheck": "先补SR007剩余41条独立档案及Bric/Coherence的AI主营、官网及成立/主体与AI主营；同时建立其他批次的公开边界，不能按请求参数认读取成功。Alven的ROOMSS2024/品牌2025与海外主体沿革、各公司币种/日历财务日/实际合同和人工、设备、模型成本待核；原Nexor/Hotbox/OneGC/Omi/DRS/Cedar/Loops缺项继续保留。 Baro合同费率/人工与效果分成、Cartsy商家净费、Blueprint实际产品与登记、ChatOverflow代码/公测交付及ChronoSpace签约履约/模型数据许可继续缺。 Colmez合同履行、Contxt付费意向至交付、Coop评价服务合同/配置、CorlenDBA登记与贷款净费、Cube旧品牌及多产品钱包/资源成本待核。 Delightful预测归属/数据许可成本、Embrasure候补转付费和独立基准、Fictional主体沿革/付费分母、Flip补贴后净费/法人、Galileo合同授予和未来时间线、Harbor资源合同净额继续缺。", + "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记40关联（17复用、23本系列新增）、35成立/主体待核、4AI主营待核。本系列补读28个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。", + "nextCheck": "先补SR007剩余35条独立档案及Bric/Coherence/KIRA/Leonidas的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3078,11 +3078,12 @@ "role": "supplement", "status": "targeted", "hosts": [ - "getlatka.com" + "getlatka.com", + "intros.afore.vc" ], "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。 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。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。", - "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。", + "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。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。", + "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。 Maestro投资方ARR与累计收入、净会员费/旅行总额及顾问成本需对齐；不请求介绍。", "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 6914739..42cf75b 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-3", + "sourceVersion": "2026-11-01-sr007-followup-4", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 76aa80fedcf6304561ac8c5cab27dbb00538cacd Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:03:48 +0800 Subject: [PATCH 5/6] Classify SR007 deployments and assess local free to cloud subscription economics --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 38 +- content/research/ai-companies.seed.json | 581 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 586 insertions(+), 47 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index ad51fa2..147a04c 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, 1222); + assert.equal(research.companies.length, 1227); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4759); - assert.equal(research.observations.length, 467); + assert.equal(research.evidence.length, 4777); + assert.equal(research.observations.length, 469); 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 63d8d5c..75a28a0 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1222); - assert.equal(initial.evidence.length, 4759); - assert.equal(initial.observations.length, 467); + assert.equal(initial.companies.length, 1227); + assert.equal(initial.evidence.length, 4777); + assert.equal(initial.observations.length, 469); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 4); + assert.equal(businessReviews.length, 5); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) .sort((a, b) => a.id.localeCompare(b.id)), "business model assessments and company/evidence links persist in the shared database"); @@ -169,9 +169,9 @@ 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, 228); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 231); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 51); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 52); 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")!), []); @@ -190,11 +190,11 @@ 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), 1222); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 59); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1227); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 60); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1142); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1146); 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")); @@ -229,8 +229,8 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 207); - assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 27); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 212); + assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28); 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/); @@ -523,7 +523,7 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.equal(embrasure.technicalReview!.level, "public-artifact"); assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"), "the public connector supports artifact availability, not independently reproduced warehouse performance"); - for (const name of ["KIRA", "Leonidas"]) { + for (const name of ["KIRA", "Leonidas", "Mecone"]) { const candidate = batch.records.find((row) => row.name === name)!; assert.equal(candidate.status, "pending-ai", "serving AI customers or using software controls is not evidence of an AI business"); @@ -540,6 +540,18 @@ test("the public SR007 roster preserves unique entries and Alven's older operato const contracted = snapshot.observations.find((item) => item.id === "SR007F4-O-HOID-CONTRACT")!; assert.equal(contracted.selection, "excluded"); assert.equal(contracted.metric, undefined, "contracted run rate is not realized ARR"); + const openwhispr = snapshot.companies.find((item) => item.id === "AI135")!; + assert.equal(openwhispr.technicalReview!.level, "public-artifact"); + assert.ok(openwhispr.technicalReview!.evidenceIds.includes("SR007F5-OPENWHISPR-REPO")); + const voiceArr = arrDisclosures(snapshot).find(({ company }) => company.id === openwhispr.id)!.observation; + assert.equal(voiceArr.value, 120000); + assert.equal(voiceArr.bound, "≥"); + assert.ok(arrFieldGaps(voiceArr, snapshot.asOf).includes("date")); + assert.ok(arrFieldGaps(voiceArr, snapshot.asOf).includes("currency"), + "current plan prices cannot supply the currency of an undated investor ARR claim"); + const voiceUsers = snapshot.observations.find((item) => item.id === "SR007F5-O-OPENWHISPR-DAU")!; + assert.equal(voiceUsers.selection, "adoption", "daily active users are not paying subscribers"); + assert.equal(voiceUsers.metric, undefined); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -569,7 +581,7 @@ 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, 165); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 159); }); 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 8fadb7c..6992e89 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-4", + "version": "2026-11-01-sr007-followup-5", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -38590,6 +38590,192 @@ "SR007F4-MAESTRO-HOME" ] } + }, + { + "id": "AI131", + "name": "Mirai（heymirai.ai）", + "url": "https://heymirai.ai/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "房源周边互动体验与世界模型应用层，向买方展示社区/路线。", + "buyer": "房地产经纪、经纪公司和开发商", + "delivery": "官网预约/示例及嵌入式体验，实际付费和底层模型能力未核", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "业务购买/订单约定价格、积分及额度，无公开金额", + "stage": "官网预约/示例及嵌入式体验，实际付费和底层模型能力未核", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME", + "SR007F5-MIRAI-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "房地产体验软件及生成用量，数据/地图/生成成本和订单净费需核；成交额不是平台收入", + "entityBasis": "Mirai Technologies Inc. Delaware自述，非登记核验", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME" + ] + } + }, + { + "id": "AI132", + "name": "Motherboard Labs", + "url": "https://www.motherboardlabs.com/", + "channel": "S14", + "cat": "C10", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "机器人/自主设备的Agent诊断、远程处置和现场维护工作流。", + "buyer": "部署机器人或自主设备的运营及服务团队", + "delivery": "官网创始人洽谈，软件加现场技术员边界清楚；未核实际设备/付费规模", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "无公开费率和服务SLA", + "stage": "官网创始人洽谈，软件加现场技术员边界清楚；未核实际设备/付费规模", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "设备运营软件/实施/现场服务，净软件费、人工及设备成本需拆，不当机器人硬件销售", + "entityBasis": "精确法人/独立登记待核", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME" + ] + } + }, + { + "id": "AI133", + "name": "Munari", + "url": "https://munari.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "机器人示教数据的episode质量评分、处理与操作员反馈。", + "buyer": "机器人训练数据采集团队及实验室", + "delivery": "官网联系/演示，首报告24小时为自述；未上传日志或测评价质量", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "无公开价表，按团队/数据需求洽谈", + "stage": "官网联系/演示，首报告24小时为自述；未上传日志或测评价质量", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "机器人数据/运营基础设施，按数据/项目或订阅收费待核，专家/标注和处理成本需拆", + "entityBasis": "Munari, Inc.官网自述，独立登记待核", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME" + ] + } + }, + { + "id": "AI134", + "name": "Nimble（nimbleops.io）", + "url": "https://nimbleops.io/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "为货代准备报价、文件、跟进并按审批策略执行工作流。", + "buyer": "货运代理销售及运营团队", + "delivery": "官网候补和配置式审批/自动化示意；实际付费交付未核", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "未取得价表/订单金额", + "stage": "官网候补和配置式审批/自动化示意；实际付费交付未核", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "行业工作流软件，实施/模型与人工成本待核，客户货款/运费及旧金融产品收入不归公司", + "entityBasis": "精确法人/登记待核，家庭旧货代与本公司分开", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；未独立运行/评测，演示、24小时报告或设备规模示意不作技术质量验证。", + "evidenceIds": [ + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME" + ] + } + }, + { + "id": "AI135", + "name": "OpenWhispr", + "url": "https://openwhispr.com/", + "channel": "S14", + "cat": "C05", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "开源桌面语音输入、会议笔记及可选云端AI助手。", + "buyer": "个人知识工作者、团队及隐私敏感企业", + "delivery": "公开桌面仓库/下载，云/BYOK/本地模式及付费价表；未安装测试", + "notes": "成立年与员工为投资方自报，非批次/代码时间推断；独立主体、财务与效果待核。前雇主ARR/GMV、客户运费/成交额、演示数据及免费用户不作自身ARR。", + "cohort": "投资方档案自报2026成立；独立登记与品牌起点未核", + "teamBasis": "投资方页面人数，2026-11-01读取，人数截至日未知", + "price": "年付Pro原$80/用户年、Business160/用户年，6.67/13.33为月等效；本地无限免费，Enterprise询价", + "stage": "公开桌面仓库/下载，云/BYOK/本地模式及付费价表；未安装测试", + "sourceType": "投资方及官网/条款/公开制品", + "evidenceIds": [ + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" + ], + "revenueStatus": "self", + "businessModel": "开源免费本地+云订阅/企业控制，BYOK供应商费用、免费分母、退款与推理/存储成本分开", + "entityBasis": "Gizmo Labs Inc. Delaware DBA自述，独立登记及品牌沿革待核", + "classificationBasis": "按房地产专业应用、设备服务、训练数据、货代工作流及知识工作语音助手分类，世界模型应用层不当基础模型", + "technicalReview": { + "level": "public-artifact", + "reviewedAt": "2026-11-01", + "summary": "已读公开交付说明；官方桌面代码/README存在，只到public-artifact，未执行或独立核准确率/隐私，第三方模型与自研能力分开。", + "evidenceIds": [ + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-REPO" + ] + } } ], "observations": [ @@ -45918,6 +46104,37 @@ "bound": "≈", "comparisonGroup": null, "metric": "arr" + }, + { + "id": "SR007F5-O-OPENWHISPR-ARR", + "company": "AI135", + "name": "OpenWhispr", + "kind": "投资方ARR标签自述", + "value": 120000, + "unit": "原文$，币种待核", + "timing": "投资方读取时自述，精确财务截至日未注明", + "evidence": "SR007F5-OPENWHISPR-SR", + "scope": "公司整体", + "selection": "signal", + "reason": "保留ARR标签和下界，但缺财务日/币种及免费、本地/BYOK、云与企业净费定义；不参与同期均值", + "bound": "≥", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "SR007F5-O-OPENWHISPR-DAU", + "company": "AI135", + "name": "OpenWhispr", + "kind": "日活跃用户自述", + "value": 10000, + "unit": "用户/日", + "timing": "投资方读取时自述，具体统计期间未知", + "evidence": "SR007F5-OPENWHISPR-SR", + "scope": "产品采用，不是付费人数", + "selection": "adoption", + "reason": "按标题10000+记录；正文10,00+有排版缺项，日活非付费人数，员工用户不等企业采购", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -98269,6 +98486,204 @@ "kind": "投资方及官网业务/收入归属复核", "summary": "条款自述Maestro Agentic Inc.提供旅行/生活助理、预订协调和团队沟通，并使用第三方支付/预订。", "limitation": "未取得具体会员价表、供应商结算和净费底表；网页重复段落不是三份服务，不推订阅现金或纯软件ARR。" + }, + { + "id": "SR007F5-MECONE-SR", + "companyId": null, + "title": "Mecone2026与金融指数业务", + "url": "https://speedrun.a16z.com/companies/mecone", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、6人、斯坦福地区，初期向交易所许可预测市场衍生指数，后续自建交易所愿景。", + "limitation": "预测市场和AI公司作为标的都不证明自身AI主营；市场交易量/估值非本公司收入，不提供交易建议。" + }, + { + "id": "SR007F5-MECONE-HOME", + "companyId": null, + "title": "Mecone官网候补及指数许可定位", + "url": "https://mecone.trade/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网VIP候补，定位为交易所拓展资产标的的指数基础设施，展示资产价格/估值示例。", + "limitation": "报价和AI公司估值是标的展示，不作平台收入/托管资产；当前AI产品及收费合同、牌照未核。" + }, + { + "id": "SR007F5-MECONE-VISION", + "companyId": null, + "title": "Mecone公开业务愿景说明", + "url": "https://mecone.trade/articles/the-financial-infrastructure-for-perps-on-anything", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "业务文章说明预测市场数据形成持续更新的基准，许可给交易平台；提到AI-Compute等资产类别。", + "limitation": "未明确模型/Agent实际交付，AI资产类别不等自身AI业务，转pending-ai；不把全球交易规模当公司财务。" + }, + { + "id": "SR007F5-MIRAI-SR", + "companyId": "AI131", + "title": "Mirai2026及世界模型应用层", + "url": "https://speedrun.a16z.com/companies/mirai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、3人、旧金山，世界模型应用层，房地产首部署，未来拓展旅行/酒店。", + "limitation": "应用层不当已证自研世界基础模型，前雇主不是付费客户；未来部署不认当前交付。" + }, + { + "id": "SR007F5-MIRAI-HOME", + "companyId": "AI131", + "title": "Mirai房源周边体验与业务买方", + "url": "https://heymirai.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网面向经纪、经纪公司和开发商生成/嵌入房源周边互动体验，演示和预约入口。", + "limitation": "房源数量/通勤示例非付费采用或收入；当前产品归房地产专业应用，不能只按生成媒体标签归内容。" + }, + { + "id": "SR007F5-MIRAI-TERMS", + "companyId": "AI131", + "title": "Mirai运营者与单独业务订单", + "url": "https://heymirai.ai/terms", + "publishedAt": "2026-10-19", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "自述Mirai Technologies Inc. Delaware，非经纪服务；商业功能费用/额度/续订以购买或订单为准，签约优先。", + "limitation": "当前价表/经常性未知，房产成交/询盘不是公司净费；合成体验不保证真实性，登记及底层模型产权未独立核。" + }, + { + "id": "SR007F5-MOTHERBOARD-SR", + "companyId": "AI132", + "title": "Motherboard2026与机器人维护服务层", + "url": "https://speedrun.a16z.com/companies/motherboard-labs", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、2人、旧金山，机器人/自主设备诊断、远程处置与现场技术员工作流。", + "limitation": "不是已证自造机器人；创始人旧Komatsu/Citadel/Palantir经历不归公司客户/收入。" + }, + { + "id": "SR007F5-MOTHERBOARD-HOME", + "companyId": "AI132", + "title": "Motherboard远程与人工现场交付", + "url": "https://www.motherboardlabs.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网Agentic field operations，远程诊断/修复，仍需技术员到场时提供程序、零件与上下文，创始人洽谈入口。", + "limitation": "10/100/1000设备是规模问题示意，不当实际装机数；价表、法人和付费部署缺，未操作设备。" + }, + { + "id": "SR007F5-MUNARI-SR", + "companyId": "AI133", + "title": "Munari2026与前雇主业绩归属", + "url": "https://speedrun.a16z.com/companies/munari", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、3人、旧金山，机器人采集episode质量评分/标注；创始人旧Hedra八位数ARR和StockX十亿GMV履历。", + "limitation": "旧事业ARR/GMV不能迁Munari，机器数据质量评估不等自研机器人或模型独立效果。" + }, + { + "id": "SR007F5-MUNARI-HOME", + "companyId": "AI133", + "title": "Munari按任务评分与数据基础设施", + "url": "https://munari.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网自述Munari, Inc.，按操作员/任务/episode评分，支持多种日志输入，称首报告24小时，联系/演示入口。", + "limitation": "任务难度和执行/采集问题须分别评，演示操作员分数不当真实用户量；无公开费率、未上传日志/独立验证。" + }, + { + "id": "SR007F5-NIMBLE-SR", + "companyId": "AI134", + "title": "Nimble2026与旧金融产品收入", + "url": "https://speedrun.a16z.com/companies/nimble", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、2人、旧金山，货代销售和运营AI工作流；创始人旧金融产品500万收入另列。", + "limitation": "家庭70年货代不是公司成立年或收入，旧金融业绩/行业150亿人工支出不是本公司营收。" + }, + { + "id": "SR007F5-NIMBLE-HOME", + "companyId": "AI134", + "title": "Nimble候补、审批与报价示例", + "url": "https://nimbleops.io/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网候补，货代报价/文件/跟进，提供从人工批准到自动化的控制档位，操作留痕；演示运费和月处理5000报价自述。", + "limitation": "示例运费/毛利是客户业务非平台收入，报价量非付费客户；自动化按客户控制配置，不能按标题认全程自主，具体费率/法人缺。" + }, + { + "id": "SR007F5-OPENWHISPR-SR", + "companyId": "AI135", + "title": "OpenWhispr2026及ARR/日活自述", + "url": "https://speedrun.a16z.com/companies/openwhispr", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "投资方列2026成立、3人、旧金山，语音转写和会议助手，日活10000+、原$120K+ ARR，分别称30%/25%月增长。", + "limitation": "日活非付费分母，某公司员工付款不等企业采购；旧0至1.5亿ARR履历不归当前公司，原币种/财务日未知。" + }, + { + "id": "SR007F5-OPENWHISPR-HOME", + "companyId": "AI135", + "title": "OpenWhispr本地、BYOK与云服务分开", + "url": "https://openwhispr.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网本地免费语音/会议应用、可选云转写和自带API密钥，开源及公开代码反链，运营者Gizmo Labs Inc.。", + "limitation": "本地语音不离机不代表云端/同步/账户全无数据；认证标志未独立审计，未下载安装或试用。" + }, + { + "id": "SR007F5-OPENWHISPR-PRICE", + "companyId": "AI135", + "title": "OpenWhispr年付等效价与免费分母", + "url": "https://openwhispr.com/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "当前页年付显示Pro原$80/用户年（等效6.67/月）、Business160/用户年（13.33/月），Enterprise询价；本地无限免费，云免费额度。", + "limitation": "等效月价非实际月合同或已实现MRR，免费/BYOK成本另算，会议额度和企业控制需拆；原$不补历史ARR币种。" + }, + { + "id": "SR007F5-OPENWHISPR-REPO", + "companyId": "AI135", + "title": "OpenWhispr官方公开桌面仓库", + "url": "https://github.com/OpenWhispr/openwhispr", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网反链仓库README及文件可读，桌面跨平台、本地第三方模型/云模式，MIT桌面许可与官网对应。", + "limitation": "仅验证公开制品，未克隆/安装/执行；仓库star/commit数量非用户或技术质量，不能证明独立隐私/准确率或公司注册年。" + }, + { + "id": "SR007F5-OPENWHISPR-TERMS", + "companyId": "AI135", + "title": "OpenWhispr订阅/闭源云与默认无SLA", + "url": "https://openwhispr.com/terms", + "publishedAt": "2026-09-11", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "Gizmo Labs Inc. DBA自述；桌面MIT、云API/网站专有，月/年预付续订，首次订阅30日退款，默认无SLA可另附企业协议。", + "limitation": "开源不等全部免费/服务可自托管或企业SLA已签；退款、预收分摊、模型/云成本和企业净费待核。" + }, + { + "id": "SR007F5-OPENWHISPR-PRIVACY", + "companyId": "AI135", + "title": "OpenWhispr隐私范围依模式变化", + "url": "https://openwhispr.com/privacy", + "publishedAt": "2026-10-27", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/公开制品归属复核", + "summary": "官网政策区分本地、云、BYOK；账户/账单、可选备份/共享、云请求日志等按模式处理，桌面和移动默认有差别。", + "limitation": "零音频保留宣传不能覆盖所有日志/同步，未检查运行时或第三方认证；具体企业部署权限及保留范围需核，不作安全保证。" } ], "reviews": [ @@ -107553,6 +107968,95 @@ "SR007F4-LEONIDAS-HOME" ], "handling": "保留候选不新增AI公司；前雇主债务承销、政策市场规模非收入，早期入口不证明牌照/实际银行产品。精确主体、当前AI交付待核，不因名录标签补入。" + }, + { + "id": "SR007F5-R-DELIVERY", + "type": "世界模型应用、实体服务和数据基础设施分类", + "company": "Mirai、Motherboard Labs、Munari、Nimble、OpenWhispr", + "companyIds": [ + "AI131", + "AI132", + "AI133", + "AI134", + "AI135" + ], + "scope": "companies", + "summary": "五家2026自报成立关联；Mirai按房地产应用，Motherboard按设备服务，Munari为机器人数据基础设施，Nimble行业工作流，OpenWhispr为语音知识工作应用。", + "evidenceIds": [ + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME", + "SR007F5-MIRAI-TERMS", + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME", + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME", + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME", + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" + ], + "handling": "模型应用层不认自研基础模型；设备维护仍有现场人工、数据评分仍需任务/操作员分层、货代按客户审批配置。OpenWhispr仅公开桌面制品可核，不安装或测性能/隐私，云服务专有且不等全本地。" + }, + { + "id": "SR007F5-R-FINANCE", + "type": "前事业业绩、客户交易与本地免费分母分开", + "company": "Mirai、Motherboard Labs、Munari、Nimble、OpenWhispr", + "companyIds": [ + "AI131", + "AI132", + "AI133", + "AI134", + "AI135" + ], + "scope": "companies", + "summary": "仅新增OpenWhispr120K+ARR标签和日活10000+自述，日期/币种/净经常性仍缺。Munari旧Hedra ARR/StockX GMV、Nimble旧金融产品500万、客户运费与房产成交不迁本公司。", + "evidenceIds": [ + "SR007F5-MUNARI-SR", + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME", + "SR007F5-MIRAI-TERMS", + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" + ], + "handling": "年付等效价不当实际月合同；日活和名企员工不等付费分母/企业合同，免费本地/BYOK与自营云/企业控制净费、退款及模型/存储成本需拆。不由金额/口径差异直接判断造假。" + }, + { + "id": "SR007F5-R-MECONE", + "type": "AI交易标的与自身AI主营分开", + "company": "Mecone", + "scope": "excluded-candidate", + "summary": "2026成立自报已读，当前指数许可与未来交易平台业务未明确AI交付，转pending-ai。", + "evidenceIds": [ + "SR007F5-MECONE-SR", + "SR007F5-MECONE-HOME", + "SR007F5-MECONE-VISION" + ], + "handling": "预测市场不自动为机器学习；AI-Compute、AI公司估值是资产类别非自己AI主营/收入。市场交易量不迁公司，精确主体、实际AI任务及付费许可待核，不提供金融投资建议。" + }, + { + "id": "MODEL1-LOCAL-CLOUD", + "type": "商业模式初评", + "company": "免费本地开源＋托管云订阅/企业控制", + "companyIds": [ + "AI135" + ], + "scope": "companies", + "summary": "已核事实：OpenWhispr无限本地转写免费、BYOK另向供应商付费，自营云有免费额度和付费订阅，企业控制询价；桌面MIT而云API/网站专有。当前年付等效价和投资方120K+ARR不足证明净贡献、免费转付费或付费留存。", + "evidenceIds": [ + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY", + "SR007F5-OPENWHISPR-SR" + ], + "handling": "待验证判断：可用本地免费产品降低试用门槛，再验证客户是否愿为云端便利、同步协作和企业控制付费。我们的试验需分别记录本地/BYOK/自营云采用、转付费、30/90日付费留存、退款后净实收，以及模型/会议音频/存储/同步和支持成本；重点观察无限云套餐的重度账户。免费或日活不能乘标价估ARR，年预收需分摊。隐私价值应按实际处理模式验证，不按开源或本地宣传认所有云功能零数据；只有留存和净贡献支持才扩大。" } ], "coverage": { @@ -120673,7 +121177,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前40关联（17复用、23本系列新增）、35成立/主体待核、4AI主营待核；本系列新补读28个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核；本系列新补读34个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", "complete": false, "records": [ { @@ -121312,25 +121816,32 @@ "url": "https://speedrun.a16z.com/companies/mecone", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MECONE-SR", + "SR007F5-MECONE-HOME", + "SR007F5-MECONE-VISION" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立、6人；官网及愿景为预测市场数据衍生金融指数许可和未来交易所，未明确AI任务。AI-Compute/AI公司是标的或资产类别，不证明自身AI主营；转pending-ai，不新增公司/营收，未参与交易或提交候补。" }, { "id": "SR007R-C41", "name": "Mirai", "url": "https://speedrun.a16z.com/companies/mirai", - "categoryId": "C08", + "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MIRAI-SR", + "SR007F5-MIRAI-HOME", + "SR007F5-MIRAI-TERMS" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网预约/示例及嵌入式体验，实际付费和底层模型能力未核。收入归属和缺项见公司/证据。", + "companyId": "AI131" }, { "id": "SR007R-C42", @@ -121338,12 +121849,15 @@ "url": "https://speedrun.a16z.com/companies/motherboard-labs", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MOTHERBOARD-SR", + "SR007F5-MOTHERBOARD-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网创始人洽谈，软件加现场技术员边界清楚；未核实际设备/付费规模。收入归属和缺项见公司/证据。", + "companyId": "AI132" }, { "id": "SR007R-C43", @@ -121351,12 +121865,15 @@ "url": "https://speedrun.a16z.com/companies/munari", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-MUNARI-SR", + "SR007F5-MUNARI-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网联系/演示，首报告24小时为自述；未上传日志或测评价质量。收入归属和缺项见公司/证据。", + "companyId": "AI133" }, { "id": "SR007R-C44", @@ -121381,12 +121898,15 @@ "url": "https://speedrun.a16z.com/companies/nimble", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-NIMBLE-SR", + "SR007F5-NIMBLE-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；官网候补和配置式审批/自动化示意；实际付费交付未核。收入归属和缺项见公司/证据。", + "companyId": "AI134" }, { "id": "SR007R-C46", @@ -121424,12 +121944,19 @@ "url": "https://speedrun.a16z.com/companies/openwhispr", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F5-OPENWHISPR-SR", + "SR007F5-OPENWHISPR-HOME", + "SR007F5-OPENWHISPR-PRICE", + "SR007F5-OPENWHISPR-REPO", + "SR007F5-OPENWHISPR-TERMS", + "SR007F5-OPENWHISPR-PRIVACY" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方档案自报2026成立；独立登记与品牌起点未核；公开桌面仓库/下载，云/BYOK/本地模式及付费价表；未安装测试。收入归属和缺项见公司/证据。", + "companyId": "AI135" }, { "id": "SR007R-C49", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index eaab6dd..d47a499 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-4", + "version": "2026-11-01-sr007-followup-5", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记40关联（17复用、23本系列新增）、35成立/主体待核、4AI主营待核。本系列补读28个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。", - "nextCheck": "先补SR007剩余35条独立档案及Bric/Coherence/KIRA/Leonidas的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。", + "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核。本系列补读34个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。", + "nextCheck": "先补SR007剩余29条独立档案及Bric/Coherence/KIRA/Leonidas/Mecone的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 42cf75b..dd0efdc 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-4", + "sourceVersion": "2026-11-01-sr007-followup-5", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 34f7cae0fe7116621d17b49487a831057bc558bb Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:09:45 +0800 Subject: [PATCH 6/6] Distinguish live ARR, contracted demand and professional service run rates --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 39 +- content/research/ai-companies.seed.json | 665 ++++++++++++++++++++- content/research/ai-companies.sources.json | 11 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 676 insertions(+), 47 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 147a04c..63f0981 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, 1227); + assert.equal(research.companies.length, 1232); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4777); - assert.equal(research.observations.length, 469); + assert.equal(research.evidence.length, 4797); + assert.equal(research.observations.length, 475); 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 75a28a0..d55f060 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l for (let i = 0; i < 20; i++) consumeCode(config, "invalid"); assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); - assert.equal(initial.companies.length, 1227); - assert.equal(initial.evidence.length, 4777); - assert.equal(initial.observations.length, 469); + assert.equal(initial.companies.length, 1232); + assert.equal(initial.evidence.length, 4797); + assert.equal(initial.observations.length, 475); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 5); + assert.equal(businessReviews.length, 6); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) .sort((a, b) => a.id.localeCompare(b.id)), "business model assessments and company/evidence links persist in the shared database"); @@ -169,9 +169,9 @@ 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, 231); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 234); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 52); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 53); 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")!), []); @@ -190,11 +190,11 @@ 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), 1227); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 60); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1232); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 62); assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2); assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19); - assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1146); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1149); 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")); @@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become test("technical reviews keep accessible materials separate from tested capabilities", () => { const snapshot = structuredClone(seed) as ResearchSnapshot; - assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 212); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 217); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 28); assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1); assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown"); @@ -523,7 +523,7 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.equal(embrasure.technicalReview!.level, "public-artifact"); assert.ok(embrasure.technicalReview!.evidenceIds.includes("SR007F3-EMBRASURE-FLOW"), "the public connector supports artifact availability, not independently reproduced warehouse performance"); - for (const name of ["KIRA", "Leonidas", "Mecone"]) { + for (const name of ["KIRA", "Leonidas", "Mecone", "PhotonSpear"]) { const candidate = batch.records.find((row) => row.name === name)!; assert.equal(candidate.status, "pending-ai", "serving AI customers or using software controls is not evidence of an AI business"); @@ -552,6 +552,21 @@ test("the public SR007 roster preserves unique entries and Alven's older operato const voiceUsers = snapshot.observations.find((item) => item.id === "SR007F5-O-OPENWHISPR-DAU")!; assert.equal(voiceUsers.selection, "adoption", "daily active users are not paying subscribers"); assert.equal(voiceUsers.metric, undefined); + const salesLive = snapshot.observations.find((item) => item.id === "SR007F6-O-OTHELLO-LIVE")!; + assert.equal(salesLive.metric, "arr"); + assert.equal(salesLive.value, 600000, "live ARR must not include contracted ARR or pipeline"); + for (const suffix of ["CONTRACT", "PIPELINE"]) { + const prospective = snapshot.observations.find((item) => item.id === `SR007F6-O-OTHELLO-${suffix}`)!; + assert.equal(prospective.selection, "excluded"); + assert.equal(prospective.metric, undefined); + } + const professionalService = snapshot.observations.find((item) => item.id === "SR007F6-O-PARCA-RUNRATE")!; + assert.equal(professionalService.metric, "annualized-revenue"); + assert.equal(professionalService.selection, "historical"); + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id === professionalService.id), + "annualized professional-service revenue is not recurring subscription ARR"); + assert.equal(snapshot.companies.find((item) => item.id === "AI137")!.technicalReview!.level, "description", + "a preliminary external ranking with unresolved methodology is not complete independent verification"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -581,7 +596,7 @@ 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, 159); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 153); }); 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 6992e89..0572048 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-5", + "version": "2026-11-01-sr007-followup-6", "asOf": "2026-11-01", "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。", "limitations": [ @@ -38776,6 +38776,195 @@ "SR007F5-OPENWHISPR-REPO" ] } + }, + { + "id": "AI136", + "name": "Orbits", + "url": "https://tryorbits.com/", + "channel": "S14", + "cat": "C09", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "家庭日程、任务、家务和服务预约主动助手Bit。", + "buyer": "忙碌家庭与家长", + "delivery": "当前免费入口；拟定变更/打电话先确认，购物车交第三方，未测试", + "notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。", + "cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核", + "teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核", + "price": "当前加入者永久免费承诺，未来新用户订阅未列金额", + "stage": "当前免费入口；拟定变更/打电话先确认，购物车交第三方，未测试", + "sourceType": "投资方及官网/条款/公开结果", + "evidenceIds": [ + "SR007F6-ORBITS-SR", + "SR007F6-ORBITS-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "免费早期家庭助手、未来订阅，电话/模型/连接和支持成本与第三方消费款需拆", + "entityBasis": "精确法人/独立注册未核", + "classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。", + "evidenceIds": [ + "SR007F6-ORBITS-SR", + "SR007F6-ORBITS-HOME" + ] + } + }, + { + "id": "AI137", + "name": "Oruk", + "url": "https://oruk.ai/", + "channel": "S14", + "cat": "C01", + "year": 2026, + "team": 7, + "location": "美国旧金山（投资方资料）", + "business": "训练语音基础模型并通过API分析语音文本、声学表达与情绪标签。", + "buyer": "语音Agent、通话分析与应用开发团队", + "delivery": "公开模型/API价表，Resonance2预览需审批，第三方英语初步榜单已读但完整方法待核", + "notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。", + "cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核", + "teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核", + "price": "USD9/49/199每月，七日试用；理解/转写两类额度及超额支出上限", + "stage": "公开模型/API价表，Resonance2预览需审批，第三方英语初步榜单已读但完整方法待核", + "sourceType": "投资方及官网/条款/公开结果", + "evidenceIds": [ + "SR007F6-ORUK-SR", + "SR007F6-ORUK-HOME", + "SR007F6-ORUK-PRICE", + "SR007F6-ORUK-TERMS", + "SR007F6-ORUK-MODELS", + "SR007F6-ORUK-SPEKO" + ], + "revenueStatus": "unknown", + "businessModel": "语音模型订阅额度＋用量，试用/年预收/旧积分和实时推理、存储/专家数据成本待核", + "entityBasis": "Oruk, Inc. Delaware自述，独立登记未核", + "classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "公开Speko英语初步结果91%人声/48%合成已读，但版本、完整方法与独立性未核；厂商训练内评测不能作留出验证，不升级独立验证等级。", + "evidenceIds": [ + "SR007F6-ORUK-SR", + "SR007F6-ORUK-HOME", + "SR007F6-ORUK-SPEKO" + ] + } + }, + { + "id": "AI138", + "name": "Othello", + "url": "https://www.othello.ai/", + "channel": "S14", + "cat": "C06", + "year": 2026, + "team": 10, + "location": "美国纽约（投资方资料；官网另列特拉维夫）", + "business": "销售通话实时提示、准备及会后自动化，辅助人工卖方。", + "buyer": "B2B销售人员及收入运营团队", + "delivery": "live客户与收入为自报，官网预约/教练说明，实际合同与增益未独立核", + "notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。", + "cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核", + "teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核", + "price": "订单定价、发票净30天、按约续约，无公开金额", + "stage": "live客户与收入为自报，官网预约/教练说明，实际合同与增益未独立核", + "sourceType": "投资方及官网/条款/公开结果", + "evidenceIds": [ + "SR007F6-OTHELLO-SR", + "SR007F6-OTHELLO-HOME", + "SR007F6-OTHELLO-TERMS", + "SR007F6-OTHELLO-ABOUT" + ], + "revenueStatus": "self", + "businessModel": "销售辅助软件，live ARR/cARR/管线和实施净费、模型/录音处理成本分开", + "entityBasis": "Cicero, Inc. DBA Othello自述；2025条款与2026档案起点待核，均非独立注册", + "classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。", + "evidenceIds": [ + "SR007F6-OTHELLO-SR", + "SR007F6-OTHELLO-HOME" + ] + } + }, + { + "id": "AI139", + "name": "Parca", + "url": "https://www.withparca.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国纽约（投资方资料）", + "business": "AI辅助住宅开发前期概念规划、现场调查和可行性专业服务。", + "buyer": "住宅开发商及建设团队", + "delivery": "档案称部署两家头部房企，交付必经专业人士审核；官网仅标题，实际付款/资质未核", + "notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。", + "cohort": "投资方自报2026成立；主体/品牌起点及独立登记待核", + "teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核", + "price": "服务费率/合同未取得", + "stage": "档案称部署两家头部房企，交付必经专业人士审核；官网仅标题，实际付款/资质未核", + "sourceType": "投资方及官网/条款/公开结果", + "evidenceIds": [ + "SR007F6-PARCA-SR", + "SR007F6-PARCA-HOME" + ], + "revenueStatus": "self", + "businessModel": "专业服务交付加AI/人工审核，年化run-rate不是订阅ARR，项目净费/外包/签审及退款需核", + "entityBasis": "精确法人及独立注册未核，创始人旧交易与顾问费非本公司", + "classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。", + "evidenceIds": [ + "SR007F6-PARCA-SR", + "SR007F6-PARCA-HOME" + ] + } + }, + { + "id": "AI140", + "name": "Phyvant", + "url": "https://phyvant.com/", + "channel": "S14", + "cat": "C05", + "year": 2025, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "将企业专家判断转为可追溯Agent流程，优先处理M&A中的实体结构图瓶颈。", + "buyer": "大型企业的流程及领域专家团队", + "delivery": "厂商案例称客户环境部署、异常转人；真实范围/合同及效果未独立核", + "notes": "成立和人数为投资方自报，独立登记/财务/技术效果缺项保留。客户财务/顾问费、旧事业、融资和未来合同不是公司自身已实现ARR。", + "cohort": "投资方自报2025成立；主体/品牌起点及独立登记待核", + "teamBasis": "投资方页面人数，2026-11-01读取；人数截至日未知，顾问/外包未核", + "price": "本地/云部署按服务协议，无公开金额", + "stage": "厂商案例称客户环境部署、异常转人；真实范围/合同及效果未独立核", + "sourceType": "投资方及官网/条款/公开结果", + "evidenceIds": [ + "SR007F6-PHYVANT-SR", + "SR007F6-PHYVANT-HOME", + "SR007F6-PHYVANT-TERMS", + "SR007F6-PHYVANT-CASE" + ], + "revenueStatus": "unknown", + "businessModel": "企业部署/实施与流程服务，商业成果导向不推效果分成，软件净费与专家/实施/模型成本需拆", + "entityBasis": "Phyvant, Inc.官网自述，独立登记未核", + "classificationBasis": "按家庭助手、语音模型、销售辅助、人工审核专业服务和企业流程交付分类，不按客户规模/融资混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务与交付说明，未独立运行；人工批准/专业审核、案例异常转人及官网正文限制保留，不以客户成效当独立效果。", + "evidenceIds": [ + "SR007F6-PHYVANT-SR", + "SR007F6-PHYVANT-HOME" + ] + } } ], "observations": [ @@ -46135,6 +46324,98 @@ "reason": "按标题10000+记录；正文10,00+有排版缺项，日活非付费人数，员工用户不等企业采购", "bound": "≥", "comparisonGroup": null + }, + { + "id": "SR007F6-O-OTHELLO-LIVE", + "company": "AI138", + "name": "Othello", + "kind": "live ARR自述", + "value": 600000, + "unit": "原文$，币种待核", + "timing": "May以来的里程碑，年份/精确财务截至日未知", + "evidence": "SR007F6-OTHELLO-SR", + "scope": "公司整体", + "selection": "signal", + "reason": "live ARR标签保留但币种/日期和净经常性定义缺，不进入同期均值", + "bound": "=", + "comparisonGroup": null, + "metric": "arr" + }, + { + "id": "SR007F6-O-OTHELLO-CONTRACT", + "company": "AI138", + "name": "Othello", + "kind": "签约ARR", + "value": 1200000, + "unit": "原文$，币种待核", + "timing": "与live同页，具体业务截至日未知", + "evidence": "SR007F6-OTHELLO-SR", + "scope": "签约口径", + "selection": "excluded", + "reason": "cARR与live不同，不相加或当实收", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F6-O-OTHELLO-PIPELINE", + "company": "AI138", + "name": "Othello", + "kind": "企业销售管线", + "value": 25000000, + "unit": "原文$，币种待核", + "timing": "与live同页，具体业务截至日未知", + "evidence": "SR007F6-OTHELLO-SR", + "scope": "潜在未来业务", + "selection": "excluded", + "reason": "pipeline不是合同履行或收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F6-O-OTHELLO-CUSTOMERS", + "company": "AI138", + "name": "Othello", + "kind": "企业客户自述", + "value": 30, + "unit": "企业", + "timing": "投资方自述，具体统计期间未知", + "evidence": "SR007F6-OTHELLO-SR", + "scope": "企业采用", + "selection": "adoption", + "reason": "工作关系不证明全部已付款，客户市值不是本公司价值", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F6-O-PARCA-RUNRATE", + "company": "AI139", + "name": "Parca", + "kind": "专业服务年化收入", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "启动七周后，具体业务截至日未知", + "evidence": "SR007F6-PARCA-SR", + "scope": "公司专业服务业务", + "selection": "historical", + "reason": "annualized run-rate revenue不是经常性ARR，专业人士审核与项目总额/净费待核", + "bound": "=", + "comparisonGroup": null, + "metric": "annualized-revenue" + }, + { + "id": "SR007F6-O-PARCA-DEPLOY", + "company": "AI139", + "name": "Parca", + "kind": "头部房企部署自述", + "value": 2, + "unit": "企业", + "timing": "启动七周后自述，具体统计期间未知", + "evidence": "SR007F6-PARCA-SR", + "scope": "企业采用", + "selection": "adoption", + "reason": "部署不证付费/净费，前雇主交易规模不迁入", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -98684,6 +98965,226 @@ "kind": "投资方及官网/公开制品归属复核", "summary": "官网政策区分本地、云、BYOK；账户/账单、可选备份/共享、云请求日志等按模式处理，桌面和移动默认有差别。", "limitation": "零音频保留宣传不能覆盖所有日志/同步，未检查运行时或第三方认证；具体企业部署权限及保留范围需核，不作安全保证。" + }, + { + "id": "SR007F6-ORBITS-SR", + "companyId": "AI136", + "title": "Orbits2026与旧Super.com业绩", + "url": "https://speedrun.a16z.com/companies/orbits", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "投资方列2026成立、2人、旧金山，家庭主动助手；创始人简介旧Super.com一亿ARR/百万订阅另列。", + "limitation": "旧雇主收入/规模不归Orbits；主动愿景须与当前动作审批及实际付费对应。" + }, + { + "id": "SR007F6-ORBITS-HOME", + "companyId": "AI136", + "title": "Orbits当前免费与动作批准", + "url": "https://tryorbits.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "官网当前加入者免费且承诺保持免费，未来新用户订阅；Bit拟定变更/电话预约需确认批准，购物车交Instacart。", + "limitation": "融资公告非收入，第三方订单/消费不是平台净费；无当前订阅金额，不认所有家庭动作已自主执行。" + }, + { + "id": "SR007F6-ORUK-SR", + "companyId": "AI137", + "title": "Oruk2026及语音模型自述", + "url": "https://speedrun.a16z.com/companies/oruk", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "投资方列2026成立、7人、旧金山，语音基础模型与声学/表达理解，称数十万用户部署和大规模数据集。", + "limitation": "用户/数据集/纪录自述非付费或独立验证；创始人学术旧论文、专利和前事业不能直接认公司现模型效果。" + }, + { + "id": "SR007F6-ORUK-HOME", + "companyId": "AI137", + "title": "Oruk语音API与预览边界", + "url": "https://oruk.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "官网语音模型/API，Resonance2 preview需新组织批准；不同模型语言/情绪输出范围有差别，展示OpenWhispr等标志。", + "limitation": "标志/集成不等付费合同，转写语言不等情绪准确率；厂商一项自测明确训练含全部280片段，不当独立留出测试。" + }, + { + "id": "SR007F6-ORUK-PRICE", + "companyId": "AI137", + "title": "Oruk月订阅两类分钟额度", + "url": "https://oruk.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "官网明确USD，Hobby9/Builder49/Production199每月，七天试用；语音理解与Orukeet转写额度分开，额外用量有支出上限。", + "limitation": "套餐预收、额度消耗和超额收费非同一收入，当前价表不能补历史收入币种；模型/任务/请求舍入影响成本和分钟数。" + }, + { + "id": "SR007F6-ORUK-TERMS", + "companyId": "AI137", + "title": "Oruk主体、预付与数据处理范围", + "url": "https://oruk.ai/terms", + "publishedAt": "2026-09-23", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "Oruk, Inc. Delaware自述，月/年预付续订、额度每月重置，旧积分保留原条款；个人账户不授权雇主标志。", + "limitation": "登记和付费未独立核；音频、结果重放、可选分说话者及账单日志保留不同，24小时重放非物理删除期限。" + }, + { + "id": "SR007F6-ORUK-MODELS", + "companyId": "AI137", + "title": "Oruk公开模型目录", + "url": "https://oruk.ai/models", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "官网公开语音模型目录与功能/阶段，说明不同任务与访问入口。", + "limitation": "只读目录不证明权重/完整源码公开或自主训练全过程；未调用API、提交录音或独立测准确率。" + }, + { + "id": "SR007F6-ORUK-SPEKO", + "companyId": "AI137", + "title": "Oruk第三方英语初步榜单", + "url": "https://benchmarks.speko.ai/stt-emotion/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "Speko语音情绪页可读，Oruk Resonance人声91%、合成48%，Top1同标签映射，明确English only/preliminary。", + "limitation": "外部公开结果作为证据保留，但精确模型版本/样本明细、方法正文和独立性未完整核，不能外推跨语种或人内心状态；未复现，不升级独立验证等级。" + }, + { + "id": "SR007F6-OTHELLO-SR", + "companyId": "AI138", + "title": "Othello2026及live/cARR/pipeline分列", + "url": "https://speedrun.a16z.com/companies/othello", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "投资方列2026成立、10人、纽约，销售通话实时AI建议；原$600K live ARR、1.2M cARR、25M企业管线及30企业客户自述。", + "limitation": "May以来但无年份/精确财务日、币种/经常性定义；三口径不相加或替代。95%DAU分母及25%转化增益未核，旧辅导公司退出非收入。" + }, + { + "id": "SR007F6-OTHELLO-HOME", + "companyId": "AI138", + "title": "Othello辅助卖方与不同数据配置", + "url": "https://www.othello.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "官网为实时提示教练，不替代销售人；可不存音频，另有录音同意版本及CRM工作流。", + "limitation": "官网18%win rate和投资方25%conversion不同指标/期间，不互相证伪或相加；20M小时训练和安全宣传未独立核。" + }, + { + "id": "SR007F6-OTHELLO-TERMS", + "companyId": "AI138", + "title": "Othello运营者与订单收费", + "url": "https://www.othello.ai/legal/terms-of-service", + "publishedAt": "2025-08-07", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "条款Cicero, Inc. DBA Othello自述，服务/费率在Order Form，净30天发票，自动续约，AI输出不替代人工判断。", + "limitation": "2025条款/页脚与2026成立自报需核主体/品牌起点，仍在两年候选范围，非独立登记；无实际订单或净软件费底表。" + }, + { + "id": "SR007F6-OTHELLO-ABOUT", + "companyId": "AI138", + "title": "Othello团队与旧品牌关系", + "url": "https://www.othello.ai/about", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "同创始人Jared与当前销售教练定位，官网自述纽约/特拉维夫办公室，页脚Othello by Cicero Inc 2025。", + "limitation": "多办公室不推人数，页脚版权年不是注册年；Cicero/品牌沿革和收入归属继续待核，不拆成两公司。" + }, + { + "id": "SR007F6-PARCA-SR", + "companyId": "AI139", + "title": "Parca2026与专业服务年化收入", + "url": "https://speedrun.a16z.com/companies/parca", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "投资方列2026成立、3人、纽约，AI建前期规划专业服务；七周原$500K annualized run-rate revenue，两家头部房企采用，全部输出由房地产专业人士审核。", + "limitation": "服务年化不是ARR，毛额/净费与经常性未知；创始人旧千万前期费和百亿地产交易非本公司收入，效果未独立核。" + }, + { + "id": "SR007F6-PARCA-HOME", + "companyId": "AI139", + "title": "Parca官网正文缺项", + "url": "https://www.withparca.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "浏览工具零正文，普通HTTP200仅标题Parca — Build at lightspeed，未取得价表或服务协议。", + "limitation": "访问成功不等产品/合同正文已读，不执行脚本或绕限制；依据投资方任务自述分类，专业资质及实际交付/付款待核。" + }, + { + "id": "SR007F6-PHOTONSPEAR-SR", + "companyId": null, + "title": "PhotonSpear2026及AI主营缺项", + "url": "https://speedrun.a16z.com/companies/photonspear", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "投资方列2026成立、5人、洛杉矶，国防轨道硬件业务，未明确AI产品/模型交付。", + "limitation": "精密控制/硬件不自动归AI公司，创始人国防履历不是公司收入；仅读商业定位，不采武器实现/性能设计。" + }, + { + "id": "SR007F6-PHOTONSPEAR-HOME", + "companyId": null, + "title": "PhotonSpear首合同与未来演示阶段", + "url": "https://photonspear.space/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "官网自述赢得300万美元Space Force合同，首演示器建设、2028年底计划发射。", + "limitation": "未见独立授予/履行和经常性定义，合同不当实收/ARR；当前AI任务未明，转pending-ai，不展开武器技术或联系公司。" + }, + { + "id": "SR007F6-PHYVANT-SR", + "companyId": "AI140", + "title": "Phyvant2025与客户咨询费归属", + "url": "https://speedrun.a16z.com/companies/phyvant", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "投资方列2025成立、3人、旧金山，专家判断驱动Agent业务流程；M&A瓶颈原三周，客户曾花七位数咨询费。", + "limitation": "客户旧顾问费不是Phyvant收入，匿名客户规模不归公司；端到端自主需与异常人工处理和实际协议对应。" + }, + { + "id": "SR007F6-PHYVANT-HOME", + "companyId": "AI140", + "title": "Phyvant企业判断流程与模型依赖", + "url": "https://phyvant.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "官网自述Phyvant, Inc.，用现有模型结合企业专家判断，在企业环境内运行Agent，成果/边界可追溯。", + "limitation": "模型共享不等自研基础模型，目标商业数值不证明按效果收费，真实客户协议/价格及技术效果未独立核。" + }, + { + "id": "SR007F6-PHYVANT-TERMS", + "companyId": "AI140", + "title": "Phyvant本地或云部署需服务协议", + "url": "https://phyvant.com/terms", + "publishedAt": "2026-04-04", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "条款为企业知识图谱、可执行规格及Agent上下文，本地或云部署按服务协议；数据仍属客户。", + "limitation": "网站条款无价表/净费及默认具体SLA，on-prem不代表所有部署都本地；注册及真实履行未核。" + }, + { + "id": "SR007F6-PHYVANT-CASE", + "companyId": "AI140", + "title": "Phyvant案例客户与厂商规模分开", + "url": "https://phyvant.com/case-studies/americas-largest-private-company", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/第三方结果归属复核", + "summary": "案例页150B年收入、16万员工及70国家明确为客户，8000主体图与专家判断自动化在客户环境运行，异常转人。", + "limitation": "这些不是Phyvant营收/人数；仅M&A中单个瓶颈非所有流程全自主，案例为厂商自述非独立审计，六位咨询节省非自身收费。" } ], "reviews": [ @@ -108057,6 +108558,93 @@ "SR007F5-OPENWHISPR-SR" ], "handling": "待验证判断：可用本地免费产品降低试用门槛，再验证客户是否愿为云端便利、同步协作和企业控制付费。我们的试验需分别记录本地/BYOK/自营云采用、转付费、30/90日付费留存、退款后净实收，以及模型/会议音频/存储/同步和支持成本；重点观察无限云套餐的重度账户。免费或日活不能乘标价估ARR，年预收需分摊。隐私价值应按实际处理模式验证，不按开源或本地宣传认所有云功能零数据；只有留存和净贡献支持才扩大。" + }, + { + "id": "SR007F6-R-DELIVERY", + "type": "模型、辅助工具及人工审核/异常处理边界", + "company": "Orbits、Oruk、Othello、Parca、Phyvant", + "companyIds": [ + "AI136", + "AI137", + "AI138", + "AI139", + "AI140" + ], + "scope": "companies", + "summary": "五家2025/2026自报成立关联，Orbits当前免费且变更/电话批准，Othello辅助卖方，Parca专业签审，Phyvant仅M&A瓶颈案例且异常转人。", + "evidenceIds": [ + "SR007F6-ORBITS-SR", + "SR007F6-ORBITS-HOME", + "SR007F6-ORUK-SR", + "SR007F6-ORUK-HOME", + "SR007F6-ORUK-PRICE", + "SR007F6-ORUK-TERMS", + "SR007F6-ORUK-MODELS", + "SR007F6-ORUK-SPEKO", + "SR007F6-OTHELLO-SR", + "SR007F6-OTHELLO-HOME", + "SR007F6-OTHELLO-TERMS", + "SR007F6-OTHELLO-ABOUT", + "SR007F6-PARCA-SR", + "SR007F6-PARCA-HOME", + "SR007F6-PHYVANT-SR", + "SR007F6-PHYVANT-HOME", + "SR007F6-PHYVANT-TERMS", + "SR007F6-PHYVANT-CASE" + ], + "handling": "Oruk模型目录和外部英语初步榜单已读，版本/完整方法及独立性待核，不凭排名升级独立验证，训练内280片段自测不作留出验证。Othello2025条款与2026档案、Cicero主体沿革待核，不拆两公司；无人替产品执行。" + }, + { + "id": "SR007F6-R-FINANCE", + "type": "live ARR、签约、管线与服务年化分列", + "company": "Orbits、Oruk、Othello、Parca、Phyvant", + "companyIds": [ + "AI136", + "AI137", + "AI138", + "AI139", + "AI140" + ], + "scope": "companies", + "summary": "Othello600K live ARR、1.2M cARR和25M管线分别记录；Parca500K专业服务年化非ARR，两家房企与Othello30客户仅采用。没有新增同期可比收入。", + "evidenceIds": [ + "SR007F6-OTHELLO-SR", + "SR007F6-OTHELLO-TERMS", + "SR007F6-PARCA-SR", + "SR007F6-PARCA-HOME", + "SR007F6-ORBITS-HOME", + "SR007F6-ORUK-PRICE", + "SR007F6-ORUK-TERMS", + "SR007F6-PHYVANT-CASE" + ], + "handling": "客户150B收入/16万人、咨询节省与创始人旧收入/退出非厂商财务。需财务日、币种、履约/退款及人工/模型/实施净额。Oruk两类额度与旧积分拆分，Orbits未来新用户订阅未定价，不按免费用户估ARR，不直接推造假。" + }, + { + "id": "SR007F6-R-PHOTONSPEAR", + "type": "国防硬件不自动归AI主营", + "company": "PhotonSpear", + "scope": "excluded-candidate", + "summary": "成立自报2026已有，官网与档案均为硬件/演示器业务，未明确当前AI任务，转pending-ai。", + "evidenceIds": [ + "SR007F6-PHOTONSPEAR-SR", + "SR007F6-PHOTONSPEAR-HOME" + ], + "handling": "300万美元合同自述不当已实现ARR，未来发射不当已在轨；独立授予/履行、法人/AI任务仍缺，只核业务分类和财务边界，不研究武器设计。" + }, + { + "id": "MODEL1-REVIEWED-SERVICES", + "type": "商业模式初评", + "company": "AI辅助专业服务＋人工审核交付", + "companyIds": [ + "AI139" + ], + "scope": "companies", + "summary": "已核事实：Parca自述提供住宅开发前期规划/调查/可行性服务，每份输出由专业人士审核；500K是七周后的年化服务收入，不是已证订阅ARR。官网仅标题，具体收费和资质/实际合同未取得。", + "evidenceIds": [ + "SR007F6-PARCA-SR", + "SR007F6-PARCA-HOME" + ], + "handling": "待验证判断：可先以边界明确的专业交付物验证客户愿付净费，再测试AI是否减少总交付工时。我们的试验需记录采集/模型/人工审核、返工、责任和客户支持成本、验收与回款周期、重复委托及退款；不得只按生成速度估毛利，也不把年化项目收入当订阅留存。只有专业审核质量、净贡献与重复购买共同支持才扩展。" } ], "coverage": { @@ -121177,7 +121765,7 @@ "sourceId": "S14", "url": "https://speedrun.a16z.com/companies", "accessedAt": "2026-11-01", - "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核；本系列新补读34个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", + "scope": "匿名公开HTML默认SR007载荷79个唯一ID/slug；count79、next/previous空，75普通UUID链接。当前50关联（17复用、33本系列新增）、23成立/主体待核、6AI主营待核；本系列新补读40个独立档案，其余本次仅目录。非所有批次/两年全量，既有个案历史核查见证据。", "complete": false, "records": [ { @@ -121964,12 +122552,15 @@ "url": "https://speedrun.a16z.com/companies/orbits", "categoryId": "C09", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F6-ORBITS-SR", + "SR007F6-ORBITS-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；主体/品牌起点及独立登记待核；当前免费入口；拟定变更/打电话先确认，购物车交第三方，未测试。财务与技术限制见明细。", + "companyId": "AI136" }, { "id": "SR007R-C50", @@ -121977,12 +122568,19 @@ "url": "https://speedrun.a16z.com/companies/oruk", "categoryId": "C01", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F6-ORUK-SR", + "SR007F6-ORUK-HOME", + "SR007F6-ORUK-PRICE", + "SR007F6-ORUK-TERMS", + "SR007F6-ORUK-MODELS", + "SR007F6-ORUK-SPEKO" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；主体/品牌起点及独立登记待核；公开模型/API价表，Resonance2预览需审批，第三方英语初步榜单已读但完整方法待核。财务与技术限制见明细。", + "companyId": "AI137" }, { "id": "SR007R-C51", @@ -121990,12 +122588,17 @@ "url": "https://speedrun.a16z.com/companies/othello", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F6-OTHELLO-SR", + "SR007F6-OTHELLO-HOME", + "SR007F6-OTHELLO-TERMS", + "SR007F6-OTHELLO-ABOUT" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；主体/品牌起点及独立登记待核；live客户与收入为自报，官网预约/教练说明，实际合同与增益未独立核。财务与技术限制见明细。", + "companyId": "AI138" }, { "id": "SR007R-C52", @@ -122003,12 +122606,15 @@ "url": "https://speedrun.a16z.com/companies/parca", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F6-PARCA-SR", + "SR007F6-PARCA-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2026成立；主体/品牌起点及独立登记待核；档案称部署两家头部房企，交付必经专业人士审核；官网仅标题，实际付款/资质未核。财务与技术限制见明细。", + "companyId": "AI139" }, { "id": "SR007R-C53", @@ -122016,12 +122622,14 @@ "url": "https://speedrun.a16z.com/companies/photonspear", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "pending-ai", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F6-PHOTONSPEAR-SR", + "SR007F6-PHOTONSPEAR-HOME" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "2026成立、5人、洛杉矶为投资方自报，当前轨道国防硬件与演示器业务未明确AI任务，转pending-ai。官网300万美元合同为自述，不证授予履行或ARR；2028发射计划非当前在轨，只核商业边界，不收录武器实现/性能设计。" }, { "id": "SR007R-C54", @@ -122029,12 +122637,17 @@ "url": "https://speedrun.a16z.com/companies/phyvant", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F6-PHYVANT-SR", + "SR007F6-PHYVANT-HOME", + "SR007F6-PHYVANT-TERMS", + "SR007F6-PHYVANT-CASE" ], - "note": "SR007公开目录发现位置；按任务/行业标签作候选初分类，不把批次当成立年或把宣传营收转为财务观测。本轮仅目录载荷，独立档案、成立/主体及AI主营/交付仍需逐项核。" + "note": "投资方自报2025成立；主体/品牌起点及独立登记待核；厂商案例称客户环境部署、异常转人；真实范围/合同及效果未独立核。财务与技术限制见明细。", + "companyId": "AI140" }, { "id": "SR007R-C55", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index d47a499..e443608 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-11-01-sr007-followup-5", + "version": "2026-11-01-sr007-followup-6", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。", @@ -3040,8 +3040,8 @@ "speedrun.a16z.com" ], "initialAccess": "见具体证据访问记录", - "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记45关联（17复用、28本系列新增）、29成立/主体待核、5AI主营待核。本系列补读34个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。", - "nextCheck": "先补SR007剩余29条独立档案及Bric/Coherence/KIRA/Leonidas/Mecone的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。", + "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007名单79条，75个普通UUID链接；逐一登记50关联（17复用、33本系列新增）、23成立/主体待核、6AI主营待核。本系列补读40个独立档案及可读官网/条款，剩余目录位置未当独立档案已读。未执行站点脚本或读取私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量覆盖。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明，Alven有2024主体与2025品牌冲突。签约/管线/预计ARR、客户资产、旧事业、候补与演示不当实收；Maestro九个月累计收入与Afore的两个ARR里程碑分列，后者缺币种/日历日及净经常性定义。软件、人工/专家、云资源、评测、硬件/旅行交易及保险安排按当前交付分开，技术制品与独立验证分开；具体限制链接公司、证据和核查记录。 OpenWhispr新增有缺项ARR标签与日活采用，本地/BYOK/自营云分开，旧Hedra/StockX/金融产品业绩及客户运费不迁新公司。 Othello live/cARR/管线、Parca服务年化、Phyvant客户财务及Orbits当前免费与旧雇主业绩分别保留；Oruk外部英语初步榜单不能外推整体效果。", + "nextCheck": "先补SR007剩余23条独立档案及Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear的AI主营，另核Alven主体/品牌沿革。继续建立其他批次公开边界，不能按请求参数认读取成功。已关联公司仍须补独立登记、币种/财务日、签约履约/实付、经常性净费及取消退款；实施/人工、数据许可、评测、云/模型资源、设备、保险佣金/保费与旅行采购及会员费需拆。Hoid性能/合同、Kairo工程师服务、Keythorn牌照/风险角色、Maestro2025推荐语/主体起点及两种收入口径为当前重点；其他个案缺项见关联核查，不因本次可读认已验证。 Mirai业务订单与模型依赖、Motherboard现场人力/装机、Munari评分/专家成本、Nimble客户审批/付费、OpenWhispr免费与云净费/隐私配置和独立主体继续核。 Oruk精确模型/方法与语音用量成本，Othello主体/品牌起点及live合同净额，Parca专业审核净费/资质，Orbits免费承诺/未来定价及Phyvant实施/异常人工与合同继续缺。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3079,10 +3079,11 @@ "status": "targeted", "hosts": [ "getlatka.com", - "intros.afore.vc" + "intros.afore.vc", + "benchmarks.speko.ai" ], "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。 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。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。", + "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。 另定向读GuideAI估算页，明确EST且团队身份与当前原始线索未对齐，本批不采财务观测；非全库。 定向读取Afore公开Maestro公司页（同名创始人及官网反链），记录ARR原始标签但无日历截至日/币种或净费定义；未将其Showcase全名单视为已批准候选池。 定向读取Speko英语情绪初步榜单，仅核Oruk公开结果，方法/独立性/版本待核，非扩展整个候选池。", "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。 Maestro投资方ARR与累计收入、净会员费/旅行总额及顾问成本需对齐；不请求介绍。", "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 dd0efdc..fb0ec22 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-11-01-sr007-followup-5", + "sourceVersion": "2026-11-01-sr007-followup-6", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0