From ec50b3302e477b4f797693a3792851575cf644ef Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:16:48 +0800 Subject: [PATCH 1/4] Reconcile SR007 contracts, free SDK terms and provider reach --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 24 +- content/research/ai-companies.seed.json | 665 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 661 insertions(+), 42 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 63f0981..7705249 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, 1232); + assert.equal(research.companies.length, 1238); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4797); - assert.equal(research.observations.length, 475); + assert.equal(research.evidence.length, 4816); + assert.equal(research.observations.length, 480); 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 d55f060..fd0bb77 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, 1232); - assert.equal(initial.evidence.length, 4797); - assert.equal(initial.observations.length, 475); + assert.equal(initial.companies.length, 1238); + assert.equal(initial.evidence.length, 4816); + assert.equal(initial.observations.length, 480); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 6); 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, 234); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 237); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 53); 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), 1232); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1238); 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), 1149); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1155); 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, 217); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 223); 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"); @@ -567,6 +567,14 @@ test("the public SR007 roster preserves unique entries and Alven's older operato "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"); + const contractFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F7-")); + assert.equal(contractFollowup.filter((item) => item.selection === "excluded").length, 4); + assert.equal(contractFollowup.filter((item) => item.selection === "adoption").length, 1); + assert.ok(contractFollowup.every((item) => !item.metric && !item.observedAt)); + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F7-")), + "contracted revenue and potential customers' active users cannot become realized ARR"); + assert.equal(snapshot.companies.find((item) => item.id === "AI144")!.revenueStatus, "unknown", + "free current SDK terms and a contracted ARR claim need reconciliation before labeling realized revenue"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -596,7 +604,7 @@ 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, 153); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 147); }); 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 0572048..6b41385 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-6", + "version": "2026-11-01-sr007-followup-7", "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": [ @@ -38965,6 +38965,229 @@ "SR007F6-PHYVANT-HOME" ] } + }, + { + "id": "AI141", + "name": "Primitive Labs", + "url": "https://primitivelabs.ai/", + "channel": "S14", + "cat": "C04", + "year": 2026, + "team": 4, + "location": "美国旧金山（投资方资料）", + "business": "用校准的模拟用户Agent测试软件体验并实施经批准改进，产品Instinct。", + "buyer": "消费软件产品、研发及研究团队", + "delivery": "官网产品/演示说明和条款，论文投稿/真实效果及付费未独立核", + "notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知", + "price": "默认USD，订阅/一次性/用量条款并列，具体价格和SLA另约", + "stage": "官网产品/演示说明和条款，论文投稿/真实效果及付费未独立核", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F7-PRIMITIVE-SR", + "SR007F7-PRIMITIVE-HOME", + "SR007F7-PRIMITIVE-INSTINCT", + "SR007F7-PRIMITIVE-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "行为模拟软件/研究工具，企业数据校准/人工、模型与反复试验成本待核", + "entityBasis": "Primitive Labs AI Inc. Delaware自述，独立登记未核", + "classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。", + "evidenceIds": [ + "SR007F7-PRIMITIVE-SR", + "SR007F7-PRIMITIVE-HOME" + ] + } + }, + { + "id": "AI142", + "name": "Reelful", + "url": "https://www.reelful.app/", + "channel": "S14", + "cat": "C08", + "year": 2025, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "由提示和素材生成/剪辑短视频，支持用户调整计划、时间线及导出。", + "buyer": "创作者、小企业和团队", + "delivery": "iPhone/网页订阅入口及积分套餐，未下载剪辑/测试", + "notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知", + "price": "原$24.99/49.99/99.99月费，对应3000/7500/18000积分；追加积分和Enterprise另列", + "stage": "iPhone/网页订阅入口及积分套餐，未下载剪辑/测试", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F7-REELFUL-SR", + "SR007F7-REELFUL-HOME", + "SR007F7-REELFUL-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "订阅＋生成积分，商店/网页渠道净费、生成重试/视频成本与退款拆分", + "entityBasis": "精确法人及独立登记待核", + "classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。", + "evidenceIds": [ + "SR007F7-REELFUL-SR", + "SR007F7-REELFUL-HOME" + ] + } + }, + { + "id": "AI143", + "name": "Rhema Health", + "url": "https://www.rhema.health/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "支持医疗机构患者沟通、协调和病历/账单准备的AI工作流。", + "buyer": "专科医疗机构及运营团队", + "delivery": "官网演示/升级路径，客户审核AI输出，SOC2进行中；实际付费未核", + "notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知", + "price": "未取得产品费率/服务订单/实际BAA", + "stage": "官网演示/升级路径，客户审核AI输出，SOC2进行中；实际付费未核", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F7-RHEMA-SR", + "SR007F7-RHEMA-HOME", + "SR007F7-RHEMA-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "医疗运营软件/服务，cARR与管线不当已实现，机构报销/增收非自身净费，人工升级成本待核", + "entityBasis": "Rhema Health, Inc.条款自述，独立登记/合同缺", + "classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。", + "evidenceIds": [ + "SR007F7-RHEMA-SR", + "SR007F7-RHEMA-HOME" + ] + } + }, + { + "id": "AI144", + "name": "Rollup（tryrollup.com）", + "url": "https://www.tryrollup.com/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "端侧相册索引形成供应用调用的个性化上下文与SDK服务。", + "buyer": "消费者应用和个人AI产品开发者", + "delivery": "二进制iOS SDK需审核应用；签约cARR为自述，当前免费条款需核对应", + "notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知", + "price": "当前SDK/服务免费，未来收费至少30日通知；288K签约ARR与此需按合同/产品/期间对齐", + "stage": "二进制iOS SDK需审核应用；签约cARR为自述，当前免费条款需核对应", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F7-ROLLUP-SR", + "SR007F7-ROLLUP-HOME", + "SR007F7-ROLLUP-TERMS", + "SR007F7-ROLLUP-DATA" + ], + "revenueStatus": "unknown", + "businessModel": "上下文SDK/服务，当前免费、可能企业合同与未来收费须拆；端侧/云模型和第三方保留成本待核", + "entityBasis": "Kint AI, Inc.自述，独立登记及旧品牌沿革未核", + "classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。", + "evidenceIds": [ + "SR007F7-ROLLUP-SR", + "SR007F7-ROLLUP-HOME" + ] + } + }, + { + "id": "AI145", + "name": "Rumbo", + "url": "https://rumbo-ai.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 5, + "location": "美国纽约（投资方资料）", + "business": "读取邮件/文档准备货代报价和运营任务，经操作者批准执行。", + "buyer": "美国-拉美贸易货代及运营团队", + "delivery": "官网演示/预约与人工批准，未执行或核真实付款", + "notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知", + "price": "首页按操作量、无席位/设置费/年约，条款订阅周期预付，具体费率/币种按订单", + "stage": "官网演示/预约与人工批准，未执行或核真实付款", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F7-RUMBO-SR", + "SR007F7-RUMBO-HOME", + "SR007F7-RUMBO-TERMS" + ], + "revenueStatus": "unknown", + "businessModel": "货代软件用量/订阅边界待实际订单对齐，承运/客户运费与平台净费分开，实施/支持成本待核", + "entityBasis": "Rumbo AI, Inc. Delaware及编号为官网自述，非独立登记核验", + "classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。", + "evidenceIds": [ + "SR007F7-RUMBO-SR", + "SR007F7-RUMBO-HOME" + ] + } + }, + { + "id": "AI146", + "name": "Saru", + "url": "https://hellosaru.com/", + "channel": "S14", + "cat": "C06", + "year": 2026, + "team": 2, + "location": "美国纽约（投资方资料）", + "business": "品牌在消息渠道的个性化销售、服务和再互动Agent。", + "buyer": "消费者品牌及其客户运营团队", + "delivery": "投资方描述明确任务，官网未读到正文，实际渠道/交付未核", + "notes": "成立/人数为投资方自报；当前合同、主体/品牌沿革和财务未独立核。签约、管线、潜在客户用户、前事业业绩及客户演示金额均不作本公司已实现ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/外包分母未知", + "price": "无可读价表或条款", + "stage": "投资方描述明确任务，官网未读到正文，实际渠道/交付未核", + "sourceType": "投资方及官网/条款原始资料", + "evidenceIds": [ + "SR007F7-SARU-SR", + "SR007F7-SARU-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "品牌对客Agent收费未知，订阅/对话用量/效果费及人工转交成本待核，商家销售非自身收入", + "entityBasis": "精确法人/独立登记未核", + "classificationBasis": "按软件体验测试、内容创作、医疗/货代专业运营、上下文SDK及客户运营交付分类，不按投融资或用户行业混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读公开任务和可读范围，未执行或独立测；投稿、模拟用户、二进制SDK、合规标志与收费说明不等独立技术效果。人工批准/医疗输出审核、云数据与正文缺项保留。", + "evidenceIds": [ + "SR007F7-SARU-SR", + "SR007F7-SARU-HOME" + ] + } } ], "observations": [ @@ -46416,6 +46639,81 @@ "reason": "部署不证付费/净费，前雇主交易规模不迁入", "bound": "=", "comparisonGroup": null + }, + { + "id": "SR007F7-O-RHEMA-CONTRACT", + "company": "AI143", + "name": "Rhema Health", + "kind": "签约ARR", + "value": 500000, + "unit": "原文$，币种待核", + "timing": "投资方自述，具体业务截至日未知", + "evidence": "SR007F7-RHEMA-SR", + "scope": "未来/签约业务，不是已实现公司收入", + "selection": "excluded", + "reason": "cARR非已实现经常性收入，医疗机构账单非厂商收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F7-O-RHEMA-PIPELINE", + "company": "AI143", + "name": "Rhema Health", + "kind": "销售管线", + "value": 3000000, + "unit": "原文$，币种待核", + "timing": "投资方自述，具体业务截至日未知", + "evidence": "SR007F7-RHEMA-SR", + "scope": "未来/签约业务，不是已实现公司收入", + "selection": "excluded", + "reason": "pipeline非签约/履行或实际收入", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F7-O-ROLLUP-CONTRACT", + "company": "AI144", + "name": "Rollup", + "kind": "签约ARR", + "value": 288000, + "unit": "原文$，币种待核", + "timing": "14天内自述，具体业务截至日未知", + "evidence": "SR007F7-ROLLUP-SR", + "scope": "未来/签约业务，不是已实现公司收入", + "selection": "excluded", + "reason": "cARR非实收；当前免费SDK条款须与合同/期间/产品对齐", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F7-O-ROLLUP-POTENTIAL-MAU", + "company": "AI144", + "name": "Rollup", + "kind": "管线潜在客户MAU", + "value": 10000000, + "unit": "潜在客户月活用户", + "timing": "14天内自述，具体业务截至日未知", + "evidence": "SR007F7-ROLLUP-SR", + "scope": "未来/签约业务，不是已实现公司收入", + "selection": "excluded", + "reason": "qualified pipeline中的客户活跃规模非Rollup自身用户或付费采用", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F7-O-ROLLUP-SIGNED", + "company": "AI144", + "name": "Rollup", + "kind": "签约客户自述", + "value": 8, + "unit": "企业", + "timing": "14天内自述，具体业务截至日未知", + "evidence": "SR007F7-ROLLUP-SR", + "scope": "未来/签约业务，不是已实现公司收入", + "selection": "adoption", + "reason": "签约客户不证明已付款或SDK当前免费外的净经常性", + "bound": "=", + "comparisonGroup": null } ], "evidence": [ @@ -99185,6 +99483,215 @@ "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。" + }, + { + "id": "SR007F7-PRIMITIVE-SR", + "companyId": "AI141", + "title": "Primitive2026与行为模拟研究自述", + "url": "https://speedrun.a16z.com/companies/primitive-labs", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "投资方列2026成立、4人、旧金山，模拟软件/Agent用户行为；NeurIPS/AAMAS投稿及前雇主十亿产品业绩。", + "limitation": "投稿非录用或独立验证，前雇主业绩非Primitive收入；团队学术/工作履历不替公司模型效果。" + }, + { + "id": "SR007F7-PRIMITIVE-HOME", + "companyId": "AI141", + "title": "Primitive运营者与产品反链", + "url": "https://primitivelabs.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "官网Human-aligned development，Primitive Labs AI Inc.自述，反链Instinct产品。", + "limitation": "地点列表不当办公室/团队数，具体付费和登记未独立核，不把品牌另建公司。" + }, + { + "id": "SR007F7-PRIMITIVE-INSTINCT", + "companyId": "AI141", + "title": "Instinct软件体验模拟和批准变更", + "url": "https://primitivelabs.ai/instinct", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "Instinct以客户研究/分析数据校准模拟Agent，测试软件旅程、摩擦/转化并实施经批准修改，预约演示。", + "limitation": "界面消费金额/会话/转化为展示非公司收入；模拟不等真实用户研究结论，未调用或修改外部软件。" + }, + { + "id": "SR007F7-PRIMITIVE-TERMS", + "companyId": "AI141", + "title": "Primitive多种收费与模型训练选择", + "url": "https://primitivelabs.ai/legal/terms-conditions", + "publishedAt": "2026-06-15", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "条款自述Delaware Primitive Labs AI Inc.，默认USD，订阅/一次性/用量并列，SLA需另签；可退出后续内容训练。", + "limitation": "无具体费率/合同；第三方模型和自有训练区分，退出非追溯删除旧训练，不能按宣传认全部客户数据隔离已验证。" + }, + { + "id": "SR007F7-REELFUL-SR", + "companyId": "AI142", + "title": "Reelful2025与剪辑Agent", + "url": "https://speedrun.a16z.com/companies/reelful", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "投资方列2025成立、3人、旧金山，用户视频编辑Agent，称节省90%编辑时间。", + "limitation": "90%效果和前Snapchat百万用户部署非Reelful付费或独立能力；未实际剪辑测试。" + }, + { + "id": "SR007F7-REELFUL-HOME", + "companyId": "AI142", + "title": "Reelful套餐与生成积分", + "url": "https://www.reelful.app/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "iPhone入口，按提示/自带媒体生成、用户调整和导出；Creator原$24.99/月3000积分约10视频，Pro49.99/7500约25，Studio99.99/18000约60。", + "limitation": "约视频量取决于生成消耗，套餐非收入或无限完成视频承诺；Enterprise询价，未下载/购买。" + }, + { + "id": "SR007F7-REELFUL-TERMS", + "companyId": "AI142", + "title": "Reelful商店与网页订阅/积分", + "url": "https://www.reelful.app/terms", + "publishedAt": "2026-09-22", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "条款有免费生成额度、商店内购及网页RevenueCat Billing/Stripe订阅，追加积分不过期，用后不退款；账号跨端对应。", + "limitation": "首页商店描述未覆盖网页收费，渠道抽成/退款和积分充值收入确认需拆，具体当前法人/净费待核。" + }, + { + "id": "SR007F7-RHEMA-SR", + "companyId": "AI143", + "title": "Rhema2026及签约/管线与分销可达", + "url": "https://speedrun.a16z.com/companies/rhema-health", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "投资方列2026成立、3人、旧金山，医疗机构患者沟通/运营AI；500K cARR、3M+pipeline与athenahealth可触达1万医生自述。", + "limitation": "cARR/管线非已实现ARR；市场接入不等实际付费医生，未独立取得对应市场条目；前Meta/Tenyx业绩不归Rhema。" + }, + { + "id": "SR007F7-RHEMA-HOME", + "companyId": "AI143", + "title": "Rhema临床运营与升级路径", + "url": "https://www.rhema.health/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "官网跨数据/渠道患者联络与记录准备，异常升级至机构通信系统；HIPAA attested、SOC2 in progress为自述。", + "limitation": "账单准备/机构增收不是Rhema收入，进行中非已取得认证；不提供诊疗建议/认可疗效，实际医疗效果未核。" + }, + { + "id": "SR007F7-RHEMA-TERMS", + "companyId": "AI143", + "title": "Rhema主体及客户审核AI输出", + "url": "https://www.rhema.health/terms", + "publishedAt": "2026-01-17", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "普通HTTP200可读条款Rhema Health, Inc.，数字医疗运营工具；客户须审核验证批准AI输出后才依赖或入病历。", + "limitation": "浏览器缓存未取到不等条款不存在；网站条款未提供具体费率/BAA/服务订单，登记和真实履约未独立核。" + }, + { + "id": "SR007F7-ROLLUP-SR", + "companyId": "AI144", + "title": "Rollup2026与签约/潜在MAU分列", + "url": "https://speedrun.a16z.com/companies/rollup", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "投资方列2026成立、3人、旧金山，端侧相册上下文SDK，14天8个签约客户对应288K cARR，qualified pipeline覆盖10M+MAU。", + "limitation": "签约客户不证付费，潜在客户MAU不等本公司活跃量；原币种/日期未知，旧500万融资和周翻倍无基数不推收入。" + }, + { + "id": "SR007F7-ROLLUP-HOME", + "companyId": "AI144", + "title": "Rollup端侧索引与示例业务", + "url": "https://www.tryrollup.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "官网将相册转换为上下文，iOS SDK/文档及审批访问，照片不离机；跨应用画像及消费示例。", + "limitation": "照片不离机不代表衍生文本/位置和服务记录全本地，示例消费/集成非实际客户，未请求访问照片或运行SDK。" + }, + { + "id": "SR007F7-ROLLUP-TERMS", + "companyId": "AI144", + "title": "Rollup当前免费与衍生数据上云", + "url": "https://www.tryrollup.com/legal/sdk-terms", + "publishedAt": "2026-10-13", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "Kint AI, Inc.条款：SDK二进制、应用需审核；当前免费，收费至少提前30日通知；query/profile衍生文本传Rollup及模型方。", + "limitation": "当前免费与投资方签约ARR需按产品/合同/时间对应，非直接认财务造假；原图不离机不能泛化全部数据零上云，公开说明不等代码开放。" + }, + { + "id": "SR007F7-ROLLUP-DATA", + "companyId": "AI144", + "title": "Rollup数据处置与第三方保留范围", + "url": "https://www.tryrollup.com/legal/data-management", + "publishedAt": "2026-10-20", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "政策区分原图/本地索引、衍生文本、位置格、设备及运营账单记录；提供方可能保留30日滥用监测或另零保留安排。", + "limitation": "政策/SDK不完全零数据，第三方安排及实际配置须核；未审计实现或取得真实用户数据，不作隐私安全保证。" + }, + { + "id": "SR007F7-RUMBO-SR", + "companyId": "AI145", + "title": "Rumbo2026与运营商最终决定", + "url": "https://speedrun.a16z.com/companies/rumbo", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "投资方列2026成立、5人、纽约，US-LATAM货代报价/运营Agent，操作者最终决定，十倍货量是目标。", + "limitation": "客户运量/旧高频交易退出不是本公司收入，不能把目标当实际提效或已付费规模。" + }, + { + "id": "SR007F7-RUMBO-HOME", + "companyId": "AI145", + "title": "Rumbo逐操作报价与人工批准", + "url": "https://rumbo-ai.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "西语官网人工批准后发出，按处理操作收费、无席位/设置费/年约，具体费率按量商议；Rumbo AI, Inc.自述。", + "limitation": "48.2K月账单、运费/利润为客户演示不是平台收入；按操作宣传需与条款周期订阅及订单对应，未执行报价/发送消息。" + }, + { + "id": "SR007F7-RUMBO-TERMS", + "companyId": "AI145", + "title": "Rumbo订阅预付与软件服务边界", + "url": "https://rumbo-ai.com/terminos", + "publishedAt": "2026-10-02", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "条款自述Delaware Rumbo AI, Inc.，订阅按订单定价格/币种/账期、周期预付；仅软件非承运/货代，客户审核后使用输出。", + "limitation": "首页无年约/按量与条款订阅不自动矛盾但未对齐实际订单，不把客户运费计公司收入；登记编号自述未独立查证。" + }, + { + "id": "SR007F7-SARU-SR", + "companyId": "AI146", + "title": "Saru2026及品牌对客Agent", + "url": "https://speedrun.a16z.com/companies/saru", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "投资方列2026成立、2人、纽约，品牌个性化对客Agent，基于购买/社交/对话历史在消息表面服务。", + "limitation": "品牌百万客户不是Saru付费客户或员工，前雇主十亿估值不是自身收入；关系/转化增益未独立核。" + }, + { + "id": "SR007F7-SARU-HOME", + "companyId": "AI146", + "title": "Saru官网正文访问缺项", + "url": "https://hellosaru.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/合同与数据范围复核", + "summary": "浏览工具请求失败，普通HTTP响应读取不完整，未取得官网产品/收费或法律正文。", + "limitation": "不因访问失败推停止服务；依据投资方明确AI任务暂关联，当前渠道集成、价表/主体和实际交付均待核，未绕过或联系。" } ], "reviews": [ @@ -108645,6 +109152,85 @@ "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。" + }, + { + "id": "SR007F7-R-DELIVERY", + "type": "软件行为测试、内容生成及专业运营交付", + "company": "Primitive Labs、Reelful、Rhema Health、Rollup、Rumbo、Saru", + "companyIds": [ + "AI141", + "AI142", + "AI143", + "AI144", + "AI145", + "AI146" + ], + "scope": "companies", + "summary": "六家2025/2026成立自报关联，Primitive按软件体验测试、Reelful按内容创作、医疗/货代运营及上下文SDK/客户运营分别分类。", + "evidenceIds": [ + "SR007F7-PRIMITIVE-SR", + "SR007F7-PRIMITIVE-HOME", + "SR007F7-PRIMITIVE-INSTINCT", + "SR007F7-PRIMITIVE-TERMS", + "SR007F7-REELFUL-SR", + "SR007F7-REELFUL-HOME", + "SR007F7-REELFUL-TERMS", + "SR007F7-RHEMA-SR", + "SR007F7-RHEMA-HOME", + "SR007F7-RHEMA-TERMS", + "SR007F7-ROLLUP-SR", + "SR007F7-ROLLUP-HOME", + "SR007F7-ROLLUP-TERMS", + "SR007F7-ROLLUP-DATA", + "SR007F7-RUMBO-SR", + "SR007F7-RUMBO-HOME", + "SR007F7-RUMBO-TERMS", + "SR007F7-SARU-SR", + "SR007F7-SARU-HOME" + ], + "handling": "Primitive Instinct不另拆公司，模拟/投稿非真实效果；Rhema客户须审AI输出和升级异常，SOC2进行中，非医疗有效性验证。Rumbo人工批准后出站，Saru正文未取得；没有外部产品操作或医疗建议。" + }, + { + "id": "SR007F7-R-FINANCE", + "type": "cARR、管线、分销可达与当前免费条款", + "company": "Rhema Health、Rollup、Rumbo、Reelful", + "companyIds": [ + "AI142", + "AI143", + "AI144", + "AI145" + ], + "scope": "companies", + "summary": "Rhema500K cARR/3M+管线、Rollup288K cARR及潜在客户10M+MAU排除，8签约客户仅采用；无新增可比收入。Rollup当前免费和Rumbo按操作首页/订阅预付条款尚未与实际订单对齐。", + "evidenceIds": [ + "SR007F7-RHEMA-SR", + "SR007F7-RHEMA-TERMS", + "SR007F7-ROLLUP-SR", + "SR007F7-ROLLUP-TERMS", + "SR007F7-RUMBO-HOME", + "SR007F7-RUMBO-TERMS", + "SR007F7-REELFUL-HOME", + "SR007F7-REELFUL-TERMS" + ], + "handling": "按具体产品/版本/合同和日期核签约履行、净经常性及取消退款，不能据标签差异直接认造假或把当前免费当历史零收入。Reelful商店/网页抽成、充值积分及生成成本分列；市场接入1万医生不是已付费客户。" + }, + { + "id": "SR007F7-R-DATA", + "type": "端侧原图、衍生数据及模型训练范围", + "company": "Primitive Labs、Rollup", + "companyIds": [ + "AI141", + "AI144" + ], + "scope": "companies", + "summary": "Rollup原图/索引端侧，但query/profile衍生文本传云/模型方，位置格/设备/日志另列；Primitive条款模型训练可退出、既往训练不撤销，第三方模型另有范围。", + "evidenceIds": [ + "SR007F7-PRIMITIVE-TERMS", + "SR007F7-ROLLUP-HOME", + "SR007F7-ROLLUP-TERMS", + "SR007F7-ROLLUP-DATA" + ], + "handling": "照片不离机不能泛化为所有数据全本地，提供方可有30日监测或零保留安排须核；二进制SDK不等完整开源，未审计实现/提交数据。部署边界、数据许可和云推理/支持成本是模式评估前置缺项。" } ], "coverage": { @@ -121765,7 +122351,7 @@ "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。", + "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56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核；本系列新补读46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": [ { @@ -122668,14 +123254,19 @@ "id": "SR007R-C56", "name": "Primitive Labs", "url": "https://speedrun.a16z.com/companies/primitive-labs", - "categoryId": "C03", + "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F7-PRIMITIVE-SR", + "SR007F7-PRIMITIVE-HOME", + "SR007F7-PRIMITIVE-INSTINCT", + "SR007F7-PRIMITIVE-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；独立登记及品牌起点待核；官网产品/演示说明和条款，论文投稿/真实效果及付费未独立核。收费/数据/财务限制见公司与证据。", + "companyId": "AI141" }, { "id": "SR007R-C57", @@ -122698,12 +123289,16 @@ "url": "https://speedrun.a16z.com/companies/reelful", "categoryId": "C08", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F7-REELFUL-SR", + "SR007F7-REELFUL-HOME", + "SR007F7-REELFUL-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2025成立；独立登记及品牌起点待核；iPhone/网页订阅入口及积分套餐，未下载剪辑/测试。收费/数据/财务限制见公司与证据。", + "companyId": "AI142" }, { "id": "SR007R-C59", @@ -122711,12 +123306,16 @@ "url": "https://speedrun.a16z.com/companies/rhema-health", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F7-RHEMA-SR", + "SR007F7-RHEMA-HOME", + "SR007F7-RHEMA-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；独立登记及品牌起点待核；官网演示/升级路径，客户审核AI输出，SOC2进行中；实际付费未核。收费/数据/财务限制见公司与证据。", + "companyId": "AI143" }, { "id": "SR007R-C60", @@ -122724,12 +123323,17 @@ "url": "https://speedrun.a16z.com/companies/rollup", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F7-ROLLUP-SR", + "SR007F7-ROLLUP-HOME", + "SR007F7-ROLLUP-TERMS", + "SR007F7-ROLLUP-DATA" ], - "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；独立登记及品牌起点待核；二进制iOS SDK需审核应用；签约cARR为自述，当前免费条款需核对应。收费/数据/财务限制见公司与证据。", + "companyId": "AI144" }, { "id": "SR007R-C61", @@ -122737,12 +123341,16 @@ "url": "https://speedrun.a16z.com/companies/rumbo", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F7-RUMBO-SR", + "SR007F7-RUMBO-HOME", + "SR007F7-RUMBO-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；独立登记及品牌起点待核；官网演示/预约与人工批准，未执行或核真实付款。收费/数据/财务限制见公司与证据。", + "companyId": "AI145" }, { "id": "SR007R-C62", @@ -122750,12 +123358,15 @@ "url": "https://speedrun.a16z.com/companies/saru", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F7-SARU-SR", + "SR007F7-SARU-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；独立登记及品牌起点待核；投资方描述明确任务，官网未读到正文，实际渠道/交付未核。收费/数据/财务限制见公司与证据。", + "companyId": "AI146" }, { "id": "SR007R-C63", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index e443608..7341703 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-6", + "version": "2026-11-01-sr007-followup-7", "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。", + "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56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核。本系列补读46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。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。", + "nextCheck": "先补SR007剩余16条未读独立档案，并继续核Alven主体/品牌及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。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/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 fb0ec22..062d71f 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-6", + "sourceVersion": "2026-11-01-sr007-followup-7", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 5514875213960b95bfb9f47a99702beadbb856a3 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:23:00 +0800 Subject: [PATCH 2/4] Separate SR007 company years, managed services and legacy revenue claims --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 29 +- content/research/ai-companies.seed.json | 620 ++++++++++++++++++++- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 621 insertions(+), 42 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 7705249..6501ba2 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, 1238); + assert.equal(research.companies.length, 1243); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4816); - assert.equal(research.observations.length, 480); + assert.equal(research.evidence.length, 4838); + assert.equal(research.observations.length, 481); 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 fd0bb77..060d4be 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, 1238); - assert.equal(initial.evidence.length, 4816); - assert.equal(initial.observations.length, 480); + assert.equal(initial.companies.length, 1243); + assert.equal(initial.evidence.length, 4838); + assert.equal(initial.observations.length, 481); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 6); 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, 237); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 240); assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); - assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 53); + assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54); 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), 1238); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1243); 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), 1155); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1160); 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, 223); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 228); 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"); @@ -575,6 +575,17 @@ test("the public SR007 roster preserves unique entries and Alven's older operato "contracted revenue and potential customers' active users cannot become realized ARR"); assert.equal(snapshot.companies.find((item) => item.id === "AI144")!.revenueStatus, "unknown", "free current SDK terms and a contracted ARR claim need reconciliation before labeling realized revenue"); + const scaledrive = batch.records.find((row) => row.name === "scaledrive.ai")!; + assert.equal(scaledrive.status, "outside-cohort", "SR007 membership cannot replace a stated 2024 founding year"); + assert.equal(scaledrive.companyId, undefined); + assert.ok(scaledrive.evidenceIds?.includes("SR007F8-SCALEDRIVE-SR")); + for (const id of ["AI147", "AI150"]) { + assert.equal(snapshot.companies.find((item) => item.id === id)!.technicalReview!.level, "description", + "self-hosting and SDK documentation do not establish correctly attributed public source code"); + assert.equal(snapshot.companies.find((item) => item.id === id)!.revenueStatus, "unknown"); + } + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")), + "previous-company ARR and financial amounts in document demonstrations are not current revenue"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -604,7 +615,7 @@ 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, 147); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 141); }); 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 6b41385..796b6d1 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-7", + "version": "2026-11-01-sr007-followup-8", "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": [ @@ -39188,6 +39188,196 @@ "SR007F7-SARU-HOME" ] } + }, + { + "id": "AI147", + "name": "SenseLab（sense-lab.ai）", + "url": "https://www.sense-lab.ai/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 3, + "location": "美国山景城（投资方资料）", + "business": "Agent共享记忆、运行结果回流及私有训练数据基础设施。", + "buyer": "企业Agent及模型应用团队", + "delivery": "托管登录及SDK/自托管文档，代码反链未与主体对齐，实际付费/效果未核", + "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知", + "price": "原$29/月25000ops、149/月50000ops及充值；免费1000ops，年选项和结账待核", + "stage": "托管登录及SDK/自托管文档，代码反链未与主体对齐，实际付费/效果未核", + "sourceType": "投资方及官网/条款/服务说明", + "evidenceIds": [ + "SR007F8-SENSE-SR", + "SR007F8-SENSE-HOME", + "SR007F8-SENSE-BLOG", + "SR007F8-SENSE-TERMS", + "SR007F8-SENSE-DOCS", + "SR007F8-SENSE-GITHUB" + ], + "revenueStatus": "unknown", + "businessModel": "订阅额度＋充值/可能私有模型服务，操作/模型/托管成本和数据授权需拆，营销客户分母未明", + "entityBasis": "SenseLab Artificial Intelligence, Inc. Delaware条款自述，独立登记未核", + "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。", + "evidenceIds": [ + "SR007F8-SENSE-SR", + "SR007F8-SENSE-HOME" + ] + } + }, + { + "id": "AI148", + "name": "Sonder（sonder.fyi）", + "url": "https://sonder.fyi/", + "channel": "S14", + "cat": "C05", + "year": 2026, + "team": 2, + "location": "美国纽约（投资方资料）", + "business": "端侧屏幕视觉模型学习企业工作流并形成可共享技能。", + "buyer": "希望私有化工作流智能的企业", + "delivery": "投资方自述小模型与内部RL环境；官网403，实际制品/付费交付待核", + "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知", + "price": "无可读价表/合同，外部许可兴趣非已签约", + "stage": "投资方自述小模型与内部RL环境；官网403，实际制品/付费交付待核", + "sourceType": "投资方及官网/条款/服务说明", + "evidenceIds": [ + "SR007F8-SONDER-SR", + "SR007F8-SONDER-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "端侧企业工作流/模型交付，许可/订阅或实施收费及计算/支持成本待核", + "entityBasis": "精确法人及独立登记未核，同名酒店等不混同", + "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。", + "evidenceIds": [ + "SR007F8-SONDER-SR", + "SR007F8-SONDER-HOME" + ] + } + }, + { + "id": "AI149", + "name": "Sotant", + "url": "https://sotant.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 5, + "location": "美国旧金山（投资方资料）", + "business": "以AI员工和专家知识运行供应链运营托管工作流。", + "buyer": "供应链及复杂运营企业", + "delivery": "官网managed service与客户批准范围，异常/重大后果人工审核，实际付费合同未核", + "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知", + "price": "原$1000/月起每AI员工，含设置/模型/托管/支持，Enterprise另约", + "stage": "官网managed service与客户批准范围，异常/重大后果人工审核，实际付费合同未核", + "sourceType": "投资方及官网/条款/服务说明", + "evidenceIds": [ + "SR007F8-SOTANT-SR", + "SR007F8-SOTANT-HOME", + "SR007F8-SOTANT-PRICE", + "SR007F8-SOTANT-SERVICE" + ], + "revenueStatus": "unknown", + "businessModel": "AI运营托管服务月费，不能按纯软件许可证归ARR；人工/集成/模型与异常处理成本需核", + "entityBasis": "Sotant Inc.自述，独立登记及旧Maihem/Teilur关系未核", + "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。", + "evidenceIds": [ + "SR007F8-SOTANT-SR", + "SR007F8-SOTANT-HOME" + ] + } + }, + { + "id": "AI150", + "name": "Space（spacefs.com）", + "url": "https://spacefs.com/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 4, + "location": "美国旧金山（投资方资料）", + "business": "面向人员和Agent的共享云文件系统及按字节流式访问。", + "buyer": "跨机器工作个人、团队及Agent应用开发者", + "delivery": "macOS/Linux下载与公开SDK文档，Windows未来；未安装或核性能/付费", + "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知", + "price": "USD年付Individual180/年、Teams360/成员年，15/30为月等效；存储加量和Enterprise另列", + "stage": "macOS/Linux下载与公开SDK文档，Windows未来；未安装或核性能/付费", + "sourceType": "投资方及官网/条款/服务说明", + "evidenceIds": [ + "SR007F8-SPACE-SR", + "SR007F8-SPACE-HOME", + "SR007F8-SPACE-TERMS", + "SR007F8-SPACE-ABOUT", + "SR007F8-SPACE-DOCS", + "SR007F8-SPACE-GITHUB" + ], + "revenueStatus": "unknown", + "businessModel": "云存储/文件访问及团队订阅，含存储/版本/流量和BYOS成本需拆，前Eden ARR不迁", + "entityBasis": "Space Computer, Inc.官网自述，独立登记及前Eden资产/主体沿革未核", + "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。", + "evidenceIds": [ + "SR007F8-SPACE-SR", + "SR007F8-SPACE-HOME" + ] + } + }, + { + "id": "AI151", + "name": "Spun Labs", + "url": "https://www.spunlabs.co/", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 5, + "location": "美国旧金山（投资方资料）", + "business": "用AI分析创作者收入、支持卡产品和财务组织工具。", + "buyer": "内容创作者及相关商业组织", + "delivery": "官网候补与投资方试点描述分列，具体卡发行/授信与实际付费未核", + "notes": "成立/人数为投资方自报，登记/合同/实际技术效果缺项保留；前事业ARR、客户回款、演示财务、用户本金及未来收入不是自身ARR。", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，业务截至日/人工服务分母未知", + "price": "官网称用户免费/IP无分成，商家交易费用变现，具体净费和发行合同缺", + "stage": "官网候补与投资方试点描述分列，具体卡发行/授信与实际付费未核", + "sourceType": "投资方及官网/条款/服务说明", + "evidenceIds": [ + "SR007F8-SPUN-SR", + "SR007F8-SPUN-HOME" + ], + "revenueStatus": "unknown", + "businessModel": "创作者金融卡/工具，交换费净分成、资金/坏账/奖励与本金/客户收入分开，不当订阅ARR", + "entityBasis": "精确运营/发行法人和独立登记未核", + "classificationBasis": "按Agent基础设施、企业屏幕工作流、供应链托管、云文件系统和创作者金融工具分类，不按前事业或市场规模混同", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "可读任务/部署/服务范围已核，未运行或独立测。代码反链未对齐/404、内部RL环境、SDK文档、TUV/客户标志、自测/营销页面不等当前产品独立验证；案例及演示分列。", + "evidenceIds": [ + "SR007F8-SPUN-SR", + "SR007F8-SPUN-HOME" + ] + } } ], "observations": [ @@ -46714,6 +46904,21 @@ "reason": "签约客户不证明已付款或SDK当前免费外的净经常性", "bound": "=", "comparisonGroup": null + }, + { + "id": "SR007F8-O-SENSE-USERS", + "company": "AI147", + "name": "SenseLab", + "kind": "用户采用自述", + "value": 1000, + "unit": "用户", + "timing": "投资方自述，具体统计截至日未知", + "evidence": "SR007F8-SENSE-SR", + "scope": "用户，包括名企员工，非付费企业", + "selection": "adoption", + "reason": "用户不等付费，官网多套团队/评级分母未明不拼接，旧退出和官网模板化规模不作财务证据", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -99692,6 +99897,248 @@ "kind": "投资方及官网/合同与数据范围复核", "summary": "浏览工具请求失败，普通HTTP响应读取不完整，未取得官网产品/收费或法律正文。", "limitation": "不因访问失败推停止服务；依据投资方明确AI任务暂关联，当前渠道集成、价表/主体和实际交付均待核，未绕过或联系。" + }, + { + "id": "SR007F8-SCALEDRIVE-SR", + "companyId": null, + "title": "scaledrive自报2024成立", + "url": "https://speedrun.a16z.com/companies/scaledriveai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "投资方明确Founded2024、6人、圣何塞，工业机器人AI软件；paid pilots、45%效率及四倍学习速度为自述。", + "limitation": "SR007不是成立年，2024超2025/2026样本，保留候选排除；付费试点/认证/效率未独立核，不因当前AI业务纳入新成立样本。" + }, + { + "id": "SR007F8-SCALEDRIVE-HOME", + "companyId": null, + "title": "scaledrive当前业务与学术材料边界", + "url": "https://www.scaledrive.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "同团队官网为工业机器人安全/预测软件，旧学术研究和TUV标志支持其自述。", + "limitation": "同行评审旧研究不等当前商业系统独立测，标志不是全部产品认证；因投资方2024成立不新建两年公司。" + }, + { + "id": "SR007F8-SENSE-SR", + "companyId": "AI147", + "title": "SenseLab2026与用户自述", + "url": "https://speedrun.a16z.com/companies/senselab", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "投资方列2026成立、3人、山景城，Agent运行至结果/训练信号基础设施，1000+用户包括名企员工。", + "limitation": "员工使用不等企业合同，1000用户非付费；前Juniper/Mirantis退出不归当前公司收入。" + }, + { + "id": "SR007F8-SENSE-HOME", + "companyId": "AI147", + "title": "SenseLab额度价表与营销分母缺项", + "url": "https://www.sense-lab.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "官网Rooms/共享记忆、结果反馈与训练数据；Free1000ops，Starter原$29/月25000ops，Pro149/月50000ops及充值，另显示279/1430年选项。", + "limitation": "年选项账期/金额须结账核；同页10000团队、11.5K评级及Motiongenie等通用文案分母未明，不当真实付费规模或误判造假。" + }, + { + "id": "SR007F8-SENSE-BLOG", + "companyId": "AI147", + "title": "SenseLab从SRE到共享学习层", + "url": "https://www.sense-lab.ai/post/senselab-is-backed-by-a16z-speedrun", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "同名创始人文章说明从AI SRE转向Agent共享学习、Rooms及真实决策轨迹；自述Apache2自托管。", + "limitation": "后续私有模型训练/效果是厂商自述，比较竞品及Token节省未独立测；旧事业百万开发者规模不迁本公司。" + }, + { + "id": "SR007F8-SENSE-TERMS", + "companyId": "AI147", + "title": "SenseLab运营者、托管与开源区分", + "url": "https://amfs.sense-lab.ai/terms", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "条款August2026，自述SenseLab Artificial Intelligence, Inc. Delaware；库Apache2、托管订阅预付，超限可限速，无默认SLA。", + "limitation": "月份不补具体日；条款不训练与文档私有训练服务需按产品/授权对齐，当前记忆准确性不保证，实际合同及开源仓库待核。" + }, + { + "id": "SR007F8-SENSE-DOCS", + "companyId": "AI147", + "title": "SenseLab自托管文档及软件入口", + "url": "https://docs.sense-lab.ai/amfs/getting-started/installation", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "官方文档有amfs Python/TypeScript包及raia-live镜像路径说明，并提供GitHub页脚反链。", + "limitation": "仅文档和包名不证明源码已读或安装成功，不执行安装/容器；准确仓库及许可需核。" + }, + { + "id": "SR007F8-SENSE-GITHUB", + "companyId": "AI147", + "title": "SenseLab文档GitHub反链主体不匹配", + "url": "https://github.com/senselab", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "文档页脚链接到台湾大学安全系统实验室组织，页面公开旧教学/安全仓库，与当前AI创业公司未对齐。", + "limitation": "同名组织不能当当前产品公开代码或技术验证；反链误配不证明产品不存在，需正确源码地址。未读取/运行实验室攻击代码。" + }, + { + "id": "SR007F8-SONDER-SR", + "companyId": "AI148", + "title": "Sonder2026与端侧视觉自述", + "url": "https://speedrun.a16z.com/companies/sonder", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "投资方列2026成立、2人、纽约，端侧视觉模型观察屏幕/工作流生成技能，称基线一半大小、三倍速度。", + "limitation": "速度/模型缩小未独立测，内部RL环境/外界许可兴趣不是已公开制品或付费许可；旧FutureClinic/Anterior业绩不归Sonder。" + }, + { + "id": "SR007F8-SONDER-HOME", + "companyId": "AI148", + "title": "Sonder官网访问缺项", + "url": "https://sonder.fyi/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "浏览工具无法读取，普通HTTP403，未取得官网产品、权重/代码、价表或条款。", + "limitation": "依据明确AI任务和成立自报关联，不推停业；端侧私有部署、效果和收费均待核，未绕过。" + }, + { + "id": "SR007F8-SOTANT-SR", + "companyId": "AI149", + "title": "Sotant2026与前事业ARR归属", + "url": "https://speedrun.a16z.com/companies/sotant", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "投资方列2026成立、5人、旧金山，供应链AI运营服务；DHL/Bimbo合作自述，创始人旧Teilur400万ARR。", + "limitation": "旧事业ARR及Maihem经历不迁本公司；名企标志不证明付费合同，数小时/全组织自动化需与服务范围对应。" + }, + { + "id": "SR007F8-SOTANT-HOME", + "companyId": "AI149", + "title": "Sotant客户回款与厂商收入区分", + "url": "https://sotant.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "官网运营知识建模、AI员工与托管工作流，案例客户追回1000万未开票、运力/采购/生产收益。", + "limitation": "客户追回账款及利润/节省不是Sotant收入，AI员工不是公司雇员，效果未独立核。" + }, + { + "id": "SR007F8-SOTANT-PRICE", + "companyId": "AI149", + "title": "Sotant每AI员工月费含模型与支持", + "url": "https://sotant.com/pricing/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "原$1000/月起每AI员工，含设置/模型tokens/托管/集成/支持；Enterprise按管理服务协商，客户定优先级/审异常。", + "limitation": "标价非ARR，十岗工作量是可变自述；模型和支持全包不等无限可交付，需净费与实际交付工时/重试成本。" + }, + { + "id": "SR007F8-SOTANT-SERVICE", + "companyId": "AI149", + "title": "Sotant明确托管服务非软件许可证", + "url": "https://sotant.com/service-description/", + "publishedAt": "2026-07-28", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "服务说明明确managed service，流程映射→专家建模→批准后上线→持续运营，Sotant运行，后果重大处须人工审核。", + "limitation": "效果为案例非保证，范围和SLA依单独签约，第三方模型/集成依赖需核；非纯软件许可证或全替人。" + }, + { + "id": "SR007F8-SPACE-SR", + "companyId": "AI150", + "title": "Space2026与旧Eden ARR", + "url": "https://speedrun.a16z.com/companies/space", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "投资方列2026成立、4人、旧金山，Agent共享文件系统；2–50倍性能及旧Eden百万ARR自述。", + "limitation": "旧Eden收入不能迁Space，跨工作负载性能不作通用倍数，petabytes可访问上下文不是实际付费存储或客户规模。" + }, + { + "id": "SR007F8-SPACE-HOME", + "companyId": "AI150", + "title": "Space年度等效价及财务演示", + "url": "https://spacefs.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "官网macOS/Linux入口、Windows未来；明确USD年付Individual180/年（月等效15）、Teams360/成员年（月等效30）含存储，Enterprise另列。", + "limitation": "原文月等效非实际月付价；界面Q3营收5.1M/81%毛利、客户4.2M预算为文件演示，绝不能采厂商财务；缓存/版本/流量和存储成本待核。" + }, + { + "id": "SR007F8-SPACE-TERMS", + "companyId": "AI150", + "title": "Space运营者与服务承诺范围", + "url": "https://spacefs.com/terms/", + "publishedAt": "2026-07-24", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "条款Space Computer, Inc.，文件存储/同步/共享，除另签无默认服务等级；独立备份由用户保留。", + "limitation": "登记及旧Eden资产关系未独立核；有开源组件不等全部系统开源，不把无限/零磁盘口号当技术核验。" + }, + { + "id": "SR007F8-SPACE-ABOUT", + "companyId": "AI150", + "title": "Space新产品与前公司故事", + "url": "https://spacefs.com/about/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "官网四名核心团队，与投资方对应，故事称在前公司遇到文件传输问题而构建Space。", + "limitation": "前公司和当前产品业务需区分，故事不证明独立注册年或收入转移，不重复导入旧Eden ARR。" + }, + { + "id": "SR007F8-SPACE-DOCS", + "companyId": "AI150", + "title": "Space公开SDK说明与自测限制", + "url": "https://docs.spacefs.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "公开多语言SDK文档及49场景自测入口，说明同桶同机、重复读取利用本地缓存，有输掉场景。", + "limitation": "只读文档不运行SDK/基准；缓存/特定字节范围和同机条件不外推整体倍数，公开包名不等源码已核。" + }, + { + "id": "SR007F8-SPACE-GITHUB", + "companyId": "AI150", + "title": "Space文档Go包引用路径404", + "url": "https://github.com/space-computer-inc/s3sdk", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "文档Go包路径对应GitHub请求404，未取得公开仓库正文。", + "limitation": "404不证明没有实现或包不可用；未确认源码/权重，不升级公开制品或独立验证等级，未下载/调用。" + }, + { + "id": "SR007F8-SPUN-SR", + "companyId": "AI151", + "title": "Spun2025与创作者AI授信", + "url": "https://speedrun.a16z.com/companies/spun-labs", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "投资方列2025成立、5人、旧金山，AI分析创作者不稳定收入的卡产品，称试点用户及商家交换费变现。", + "limitation": "310B市场/130B创作者收入不是自身营收，试点不等已付费；卡发行/持牌主体与授信实际合同待核。" + }, + { + "id": "SR007F8-SPUN-HOME", + "companyId": "AI151", + "title": "Spun候补、预测收入和商家付费模式", + "url": "https://www.spunlabs.co/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/服务边界与主体复核", + "summary": "普通HTTP200可读Raymond财务AI、创作者卡候补，称不取IP/用户费用，由消费商家支付，协助预测/提前使用收入。", + "limitation": "未取得卡发行方/费用合同与坏账/资金/奖励成本，商家手续费净分成与用户本金需拆；不提供税务/投资建议或申请金融服务。" } ], "reviews": [ @@ -109231,6 +109678,100 @@ "SR007F7-ROLLUP-DATA" ], "handling": "照片不离机不能泛化为所有数据全本地，提供方可有30日监测或零保留安排须核；二进制SDK不等完整开源，未审计实现/提交数据。部署边界、数据许可和云推理/支持成本是模式评估前置缺项。" + }, + { + "id": "SR007F8-R-DELIVERY", + "type": "Agent学习、端侧工作流与托管服务交付", + "company": "SenseLab、Sonder、Sotant、Space、Spun Labs", + "companyIds": [ + "AI147", + "AI148", + "AI149", + "AI150", + "AI151" + ], + "scope": "companies", + "summary": "五家2025/2026成立自报关联；Agent学习层、屏幕工作流、供应链托管、云文件系统和创作者卡分别分类，当前实际合同/效果未独立核。", + "evidenceIds": [ + "SR007F8-SENSE-SR", + "SR007F8-SENSE-HOME", + "SR007F8-SENSE-BLOG", + "SR007F8-SENSE-TERMS", + "SR007F8-SENSE-DOCS", + "SR007F8-SENSE-GITHUB", + "SR007F8-SONDER-SR", + "SR007F8-SONDER-HOME", + "SR007F8-SOTANT-SR", + "SR007F8-SOTANT-HOME", + "SR007F8-SOTANT-PRICE", + "SR007F8-SOTANT-SERVICE", + "SR007F8-SPACE-SR", + "SR007F8-SPACE-HOME", + "SR007F8-SPACE-TERMS", + "SR007F8-SPACE-ABOUT", + "SR007F8-SPACE-DOCS", + "SR007F8-SPACE-GITHUB", + "SR007F8-SPUN-SR", + "SR007F8-SPUN-HOME" + ], + "handling": "Sotant明确managed service，范围批准及重大后果人工审核，按AI员工月费不能当纯软件；Spun候补/试点不证卡发行合同，Sonder官网403。Space前Eden与当前产品沿革待核，未安装/申请服务。" + }, + { + "id": "SR007F8-R-FINANCE", + "type": "旧业务、客户追回款及文件演示不作自身收入", + "company": "SenseLab、Sonder、Sotant、Space、Spun Labs", + "companyIds": [ + "AI147", + "AI148", + "AI149", + "AI150", + "AI151" + ], + "scope": "companies", + "summary": "仅新增SenseLab1000用户采用；Space旧Eden1MARR/演示Q3财务、Sotant客户1000万追回账款/旧Teilur ARR、Spun客户收入及市场规模全部不归厂商收入。", + "evidenceIds": [ + "SR007F8-SENSE-SR", + "SR007F8-SENSE-HOME", + "SR007F8-SOTANT-SR", + "SR007F8-SOTANT-HOME", + "SR007F8-SOTANT-PRICE", + "SR007F8-SPACE-SR", + "SR007F8-SPACE-HOME", + "SR007F8-SPUN-SR", + "SR007F8-SPUN-HOME" + ], + "handling": "需订单净费、模型/存储/人工与重度使用、金融资金/坏账/奖励及手续费分账；年付等效不当月合同或已实现MRR，免费分母/企业标志不当付费。官网通用文案/反链差异仅标补证，不能直接推造假。" + }, + { + "id": "SR007F8-R-TECH", + "type": "自托管/SDK说明与实际公开制品边界", + "company": "SenseLab、Space", + "companyIds": [ + "AI147", + "AI150" + ], + "scope": "companies", + "summary": "SenseLab条款/文档自述Apache2，但GitHub反链为台湾实验室；Space文档Go路径GitHub404，均未取得对齐公开代码。", + "evidenceIds": [ + "SR007F8-SENSE-TERMS", + "SR007F8-SENSE-DOCS", + "SR007F8-SENSE-GITHUB", + "SR007F8-SPACE-DOCS", + "SR007F8-SPACE-GITHUB" + ], + "handling": "保留description，不把声明/安装命令当代码存在或独立效果。正确仓库/许可、模型训练条款与托管授权及Space49场景缓存条件待核；不因错误反链判断产品不存在，不执行安装/代码。" + }, + { + "id": "SR007F8-R-SCALEDRIVE", + "type": "加速器批次不是成立年份", + "company": "scaledrive.ai", + "scope": "excluded-candidate", + "summary": "独立投资方档案明确2024成立，官网当前业务对应，SR007记录转outside-cohort。", + "evidenceIds": [ + "SR007F8-SCALEDRIVE-SR", + "SR007F8-SCALEDRIVE-HOME" + ], + "handling": "保留原目录和排除证据，不新建2025/2026公司；付费试点/安全宣传与学术旧工作不转成当前财务或技术审计。" } ], "coverage": { @@ -122351,7 +122892,7 @@ "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56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核；本系列新补读46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61关联（17复用、44本系列新增）、11成立/主体待核（10未读、Alven1已读冲突）、6AI主营待核、1超年（scaledrive2024）；本系列新补读52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": [ { @@ -123374,12 +123915,14 @@ "url": "https://speedrun.a16z.com/companies/scaledriveai", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "outside-cohort", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F8-SCALEDRIVE-SR", + "SR007F8-SCALEDRIVE-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": "投资方独立档案明确Founded2024，超2025/2026成立边界，不能以SR007推新成立。官网当前工业机器人AI任务与团队对应；paid pilots、TUV/效率和旧学术研究未独立核，不新建公司或财务观测。" }, { "id": "SR007R-C64", @@ -123387,12 +123930,19 @@ "url": "https://speedrun.a16z.com/companies/senselab", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F8-SENSE-SR", + "SR007F8-SENSE-HOME", + "SR007F8-SENSE-BLOG", + "SR007F8-SENSE-TERMS", + "SR007F8-SENSE-DOCS", + "SR007F8-SENSE-GITHUB" ], - "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；独立登记及品牌起点待核；托管登录及SDK/自托管文档，代码反链未与主体对齐，实际付费/效果未核。收费/技术/财务归属见证据。", + "companyId": "AI147" }, { "id": "SR007R-C65", @@ -123400,12 +123950,15 @@ "url": "https://speedrun.a16z.com/companies/sonder", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F8-SONDER-SR", + "SR007F8-SONDER-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；独立登记及品牌起点待核；投资方自述小模型与内部RL环境；官网403，实际制品/付费交付待核。收费/技术/财务归属见证据。", + "companyId": "AI148" }, { "id": "SR007R-C66", @@ -123413,12 +123966,17 @@ "url": "https://speedrun.a16z.com/companies/sotant", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F8-SOTANT-SR", + "SR007F8-SOTANT-HOME", + "SR007F8-SOTANT-PRICE", + "SR007F8-SOTANT-SERVICE" ], - "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；独立登记及品牌起点待核；官网managed service与客户批准范围，异常/重大后果人工审核，实际付费合同未核。收费/技术/财务归属见证据。", + "companyId": "AI149" }, { "id": "SR007R-C67", @@ -123426,12 +123984,19 @@ "url": "https://speedrun.a16z.com/companies/space", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F8-SPACE-SR", + "SR007F8-SPACE-HOME", + "SR007F8-SPACE-TERMS", + "SR007F8-SPACE-ABOUT", + "SR007F8-SPACE-DOCS", + "SR007F8-SPACE-GITHUB" ], - "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；独立登记及品牌起点待核；macOS/Linux下载与公开SDK文档，Windows未来；未安装或核性能/付费。收费/技术/财务归属见证据。", + "companyId": "AI150" }, { "id": "SR007R-C68", @@ -123439,12 +124004,15 @@ "url": "https://speedrun.a16z.com/companies/spun-labs", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F8-SPUN-SR", + "SR007F8-SPUN-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2025成立；独立登记及品牌起点待核；官网候补与投资方试点描述分列，具体卡发行/授信与实际付费未核。收费/技术/财务归属见证据。", + "companyId": "AI151" }, { "id": "SR007R-C69", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 7341703..480a299 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-7", + "version": "2026-11-01-sr007-followup-8", "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56关联（17复用、39本系列新增）、17成立/主体待核（16未读、Alven1已读冲突）、6AI主营待核。本系列补读46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。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。", - "nextCheck": "先补SR007剩余16条未读独立档案，并继续核Alven主体/品牌及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。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/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61关联（17复用、44本系列新增）、11成立/主体待核（10未读、Alven1已读冲突）、6AI主营待核、1超年（scaledrive2024）。本系列补读52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。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。 scaledrive明确2024排除；SenseLab/Sonder/Sotant/Space/Spun关联，旧ARR/客户回款/文件财务示例不当本公司收入，源码反链未对齐不升级技术验证。", + "nextCheck": "先补SR007剩余10条未读独立档案，并继续核Alven主体/品牌及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。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/主体继续核。 SenseLab正确源码/营销规模和私有训练授权、Sonder产品正文/模型、Sotant净费与人工、Space旧Eden及SDK源码/存储成本、Spun实际发行/手续费合同与资金风险继续缺。", "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 062d71f..bfcfaf0 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-7", + "sourceVersion": "2026-11-01-sr007-followup-8", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From cd3e0c695caa629a5249371278b8d81a11a00e13 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:36:14 +0800 Subject: [PATCH 3/4] Reconcile remaining SR007 profiles and separate contracts from revenue --- apps/docs/scripts/auth-cli.ts | 6 +- apps/docs/tests/research.test.ts | 42 +- content/research/ai-companies.seed.json | 1076 +++++++++++++++++++- content/research/ai-companies.sources.json | 10 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 1074 insertions(+), 62 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 6501ba2..fc83517 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, 1243); + assert.equal(research.companies.length, 1253); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4838); - assert.equal(research.observations.length, 481); + assert.equal(research.evidence.length, 4866); + assert.equal(research.observations.length, 491); 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 060d4be..b4117cc 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, 1243); - assert.equal(initial.evidence.length, 4838); - assert.equal(initial.observations.length, 481); + assert.equal(initial.companies.length, 1253); + assert.equal(initial.evidence.length, 4866); + assert.equal(initial.observations.length, 491); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); assert.equal(businessReviews.length, 6); assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType) @@ -169,8 +169,8 @@ 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, 240); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 145); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 244); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 146); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -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), 1243); - assert.equal(summary.reduce((n, c) => n + c.self, 0), 62); + assert.equal(summary.reduce((n, c) => n + c.count, 0), 1253); + assert.equal(summary.reduce((n, c) => n + c.self, 0), 63); 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), 1160); + assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1169); 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, 228); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 238); 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"); @@ -586,6 +586,28 @@ test("the public SR007 roster preserves unique entries and Alven's older operato } assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")), "previous-company ARR and financial amounts in document demonstrations are not current revenue"); + assert.equal(batch.records.filter((row) => row.status === "linked").length, 71); + assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 17, + "reused roster matches are not newly reread independent profiles"); + assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 62); + const ninthFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F9-")); + assert.equal(ninthFollowup.length, 10); + assert.equal(ninthFollowup.filter((item) => item.selection === "excluded").length, 6); + assert.equal(ninthFollowup.filter((item) => item.selection === "adoption").length, 3); + const industrialRunRate = ninthFollowup.find((item) => item.id === "SR007F9-O-VALENT-ANNUALIZED")!; + assert.equal(industrialRunRate.metric, "annualized-revenue"); + assert.equal(industrialRunRate.selection, "historical"); + assert.ok(ninthFollowup.every((item) => !item.observedAt), + "access dates and weeks since launch cannot supply precise financial dates"); + assert.ok(ninthFollowup.filter((item) => item !== industrialRunRate).every((item) => !item.metric)); + assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F9-")), + "annual contracts without fulfillment evidence, funding, annualized revenue and pipeline remain outside live ARR"); + for (const id of ["AI152", "AI158"]) { + assert.equal(snapshot.companies.find((item) => item.id === id)!.revenueStatus, "unknown", + "contracted labels alone cannot establish realized revenue"); + } + assert.equal(snapshot.companies.find((item) => item.id === "AI161")!.cat, "C02", + "enterprise workload model specialization is classified by delivery rather than frontier-model slogans"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { @@ -615,7 +637,7 @@ 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, 141); + assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 131); }); 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 796b6d1..1e90f49 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-8", + "version": "2026-11-01-sr007-followup-9", "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": [ @@ -39378,6 +39378,374 @@ "SR007F8-SPUN-HOME" ] } + }, + { + "id": "AI152", + "name": "Sterling", + "url": "https://www.runsterling.com/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "以企业数据本体、记忆、评估和权限构建跨周/月经营任务Agent。", + "buyer": "企业收入、增长及产品团队", + "delivery": "官网销售联系及投资方4部署自述，真实履约/实付待核", + "price": "无公开价表，产品须单独书面协议", + "stage": "官网销售联系及投资方4部署自述，真实履约/实付待核", + "businessModel": "企业Agent运行交付；续约/广告与客户交易金额非厂商净费，订阅、实施与按结果收费未核", + "entityBasis": "网站条款法人/地址/司法辖区仍为占位文字，精确主体及独立登记缺项", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "已转合同与未来转化分开；未取得履约/开始计费、经常性净费、币种及财务截至日，保留合同标签不纳已实现ARR。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-STERLING-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME" + ] + } + }, + { + "id": "AI153", + "name": "Superintelligence Foundry", + "url": "https://superfoundry.dev/", + "channel": "S14", + "cat": "C01", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "研发通过交互实验更新的世界模型及自主科学发明系统。", + "buyer": "科学研发及自主发明商业化组织，实际客户待核", + "delivery": "研发说明及维护页公开文字，未取得可运行模型、产品合同或独立效果", + "price": "未读到报价或商业合同", + "stage": "研发说明及维护页公开文字，未取得可运行模型、产品合同或独立效果", + "businessModel": "自述将资本转为发明、发现和自主公司；知识产权许可、服务、股权收益及实际收入模式待核", + "entityBasis": "创始人与投资方对应，精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "AGI、内在对齐、自改进为研发主张，不是能力已证或经常性收入；不能凭融资/未来企业价值推ARR。", + "evidenceIds": [ + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "SR007F9-SUPER-ALIGN" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME" + ] + } + }, + { + "id": "AI154", + "name": "Switchfrog", + "url": "https://switchfrog.com/", + "channel": "S14", + "cat": "C03", + "year": 2026, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "识别用户账户内的人/Agent接管、会话行为，并向网站提供计费/准入信号。", + "buyer": "提供登录后Web产品的企业", + "delivery": "early access与SDK示例，官网称与beta客户探索Agent席位计费；未安装或独立测", + "price": "无公开定价金额，beta定价协商中", + "stage": "early access与SDK示例，官网称与beta客户探索Agent席位计费；未安装或独立测", + "businessModel": "Agent检测与用量信号服务；客户额外席位收费不是自身收入，误判/事件处理和集成成本待核", + "entityBasis": "精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "37倍请求增长、15T/3–5T市场预测及前雇主品牌不是当前公司收入或采用规模。", + "evidenceIds": [ + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-HOME" + ] + } + }, + { + "id": "AI155", + "name": "Truli", + "url": "https://trytruli.com/", + "channel": "S14", + "cat": "C07", + "year": 2025, + "team": 2, + "location": "美国旧金山（投资方资料）", + "business": "AI辅助消费品标签、营销主张审查及法规变化监测。", + "buyer": "食品饮料、补充剂等消费品牌", + "delivery": "可读产品与登录/演示入口，重要合规结论需专业人工复核；实际付款未核", + "price": "按订单的订阅/年产品额度，也有单次扫描或pay-until-compliant；公开价表未读", + "stage": "可读产品与登录/演示入口，重要合规结论需专业人工复核；实际付款未核", + "businessModel": "订阅覆盖产品及扫描额度＋一次性交付；产品数/扫描数、专家复核、法规更新与支持成本分开", + "entityBasis": "条款仅称Truli，精确法人及独立登记未核", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "市场万亿与召回损失不是本公司收入，创始人既往药物研究不证明当前合规系统有效。", + "evidenceIds": [ + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME", + "SR007F9-TRULI-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME" + ] + } + }, + { + "id": "AI156", + "name": "Valent", + "url": "https://www.valentprocure.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 2, + "location": "美国纽约（投资方资料）", + "business": "面向制造商的AI供应链来源、证据追溯、合同要求及生产协同平台。", + "buyer": "制造企业供应链、合规与运营团队", + "delivery": "销售联系、匿名制造商案例及投资方收入自述，平台交付须另签书面协议", + "price": "无公开产品价表；实际平台/服务书面协议未读", + "stage": "销售联系、匿名制造商案例及投资方收入自述，平台交付须另签书面协议", + "businessModel": "工业证据/供应链平台与可能实施服务，年化收入不自动等订阅ARR，采购总额/客户收益须剔除", + "entityBasis": "官网称Valent，精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "年化原标签保留，未证明经常性；新聘一人不擅自将目录2人改3人，前Bridgewater20BAUM/旧公司40M融资不是本公司收入。", + "evidenceIds": [ + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME", + "SR007F9-VALENT-TERMS" + ], + "revenueStatus": "self", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME" + ] + } + }, + { + "id": "AI157", + "name": "Vela Energy", + "url": "https://www.velaenergy.ai/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 6, + "location": "美国旧金山（投资方资料）", + "business": "以AI关联电力工程资料、设备、采购及并网/进度变化。", + "buyer": "电力项目业主、开发商及EPC团队", + "delivery": "产品工作流示例、权限和逐项动作审批，非自主电网控制或工程批准", + "price": "未读到公开价表，企业书面合同优先", + "stage": "产品工作流示例、权限和逐项动作审批，非自主电网控制或工程批准", + "businessModel": "工程项目工作流软件，实施/连接器/资料质量/专家复核与模型成本需核", + "entityBasis": "Vela Energy, Inc.条款自述，独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "融资不是营业收入，顾问旧投资规模非本公司；工程输出仅辅助专业审核，不作为已独立验证工程能力。", + "evidenceIds": [ + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME", + "SR007F9-VELA-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME" + ] + } + }, + { + "id": "AI158", + "name": "Vene Health", + "url": "https://www.venehealth.com/", + "channel": "S14", + "cat": "C07", + "year": 2026, + "team": 3, + "location": "美国旧金山（投资方资料）", + "business": "以短信、电话和浏览器Agent协助家庭/机构进行就医行政协调。", + "buyer": "患者家庭及赞助医疗/雇主机构", + "delivery": "消费者免费/Pro与组织赞助入口，需患者同意和限定行动范围，非诊断或急救服务", + "price": "Pro七日试用需支付方式、自动转付费；月/年具体金额须询价，赞助按组织协议", + "stage": "消费者免费/Pro与组织赞助入口，需患者同意和限定行动范围，非诊断或急救服务", + "businessModel": "个人订阅与B2B赞助分列，拨号/转录/模型/人工升级及医疗数据治理成本需核", + "entityBasis": "Vene Health, Inc.条款自述，独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "前平台供应金额不归Vene；医疗协调、合规自述与临床疗效/监管批准分开。", + "evidenceIds": [ + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME", + "SR007F9-VENE-TERMS", + "SR007F9-VENE-AFORE" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME" + ] + } + }, + { + "id": "AI159", + "name": "Vound", + "url": "https://vound.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 10, + "location": "美国帕洛阿尔托（投资方资料）", + "business": "面向Physical AI的数据与部署基础设施。", + "buyer": "具身智能研发及部署团队，具体客户未披露", + "delivery": "投资方仅简述业务，官网无可读正文，具体交付/制品待核", + "price": "无可读价表或合同", + "stage": "投资方仅简述业务，官网无可读正文，具体交付/制品待核", + "businessModel": "Physical AI数据/部署服务，数据许可/采集、云推理与可能设备服务分账待核", + "entityBasis": "三名创始人与投资方对应，精确法人及独立登记未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "资料稀疏不假定机器人本体已量产、收入为零或产品不存在；暂按基础设施分类，具体产品待补。", + "evidenceIds": [ + "SR007F9-VOUND-SR", + "SR007F9-VOUND-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-VOUND-SR", + "SR007F9-VOUND-HOME" + ] + } + }, + { + "id": "AI160", + "name": "Zoah", + "url": "https://zoah.com/", + "channel": "S14", + "cat": "C04", + "year": 2025, + "team": 7, + "location": "美国加州卡尔斯巴德（投资方资料）", + "business": "可视化设计/代码画布与AI Agent协作构建、审查和部署软件。", + "buyer": "软件创业团队、设计师及工程师", + "delivery": "官网early access及CLI/MCP说明；持续Operators标coming soon，未安装或跑产品", + "price": "USD月/年订阅、协作者/只读席位、每协作者AI成本额度及预付充值；实际价表未读", + "stage": "官网early access及CLI/MCP说明；持续Operators标coming soon，未安装或跑产品", + "businessModel": "席位/平台订阅＋AI成本额度＋可能市场佣金；云部署和模型成本及商家GMV分开", + "entityBasis": "Zoah Inc.条款自述，但部分条文仍写OPACITY，主体/合同需对齐，独立登记未核", + "cohort": "投资方自报2025成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "创始人旧YC经历不代表Zoah是YC新公司；早期申请的名企标志非企业付款合同。", + "evidenceIds": [ + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME", + "SR007F9-ZOAH-TERMS" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME" + ] + } + }, + { + "id": "AI161", + "name": "Zorbe", + "url": "https://www.zorbe.ai/", + "channel": "S14", + "cat": "C02", + "year": 2026, + "team": 4, + "location": "美国旧金山（投资方资料）", + "business": "将企业重复生产任务通过蒸馏、微调和RL转为专有模型并持续运营。", + "buyer": "有生产数据/工作负载的企业", + "delivery": "官网简短销售入口，投资方描述定制与运营；模型/源码、基准和付费交付未核", + "price": "无公开价表或合同", + "stage": "官网简短销售入口，投资方描述定制与运营；模型/源码、基准和付费交付未核", + "businessModel": "专有模型定制/训练与运行设施；项目训练、持续维护、推理和数据授权的净费/算力成本待核", + "entityBasis": "创始人与投资方对应，精确法人及模型权属合同未核", + "cohort": "投资方自报2026成立；独立登记及品牌起点待核", + "teamBasis": "投资方人数，2026-11-01读取，具体人员统计截至日未知", + "sourceType": "投资方及官网/条款", + "notes": "beat frontier为营销主张，未读到独立测或公开权重；按模型定制/运营设施分类，不凭名称当通用基础模型已验证。", + "evidenceIds": [ + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-HOME" + ], + "revenueStatus": "unknown", + "classificationBasis": "按当前模型研发、Agent设施、软件构建、行业软件和具身数据部署交付分类；投资方标签不代表当前功能已独立核验", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "只核公开业务说明及可读产品/条款，未执行产品或独立测试；模型口号/内部能力/SDK例子/界面指标不当独立效果，未发布功能保留状态。", + "evidenceIds": [ + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-HOME" + ] + } } ], "observations": [ @@ -46919,6 +47287,157 @@ "reason": "用户不等付费，官网多套团队/评级分母未明不拼接，旧退出和官网模板化规模不作财务证据", "bound": "≥", "comparisonGroup": null + }, + { + "id": "SR007F9-O-STERLING-CONTRACT", + "company": "AI152", + "name": "Sterling", + "kind": "年合同ARR原标签", + "value": 234000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-STERLING-SR", + "scope": "已转年合同，是否已履约计费未知", + "selection": "excluded", + "reason": "保留原文converted to ARR in annual contracts；缺计费开始/履约/取消/经常性净费证据，不能机械作已实现ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-STERLING-FUTURE", + "company": "AI152", + "name": "Sterling", + "kind": "预计转化ARR", + "value": 300000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-STERLING-SR", + "scope": "两周后预计转化的追加部署", + "selection": "excluded", + "reason": "未来转化，不与234K相加成已实现534K ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-STERLING-DEPLOY", + "company": "AI152", + "name": "Sterling", + "kind": "企业部署自述", + "value": 4, + "unit": "企业部署", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-STERLING-SR", + "scope": "一个月内企业级部署，非已核付款合同", + "selection": "adoption", + "reason": "部署不等付费，前三项年合同与第四项/未来转化分开", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VALENT-ANNUALIZED", + "company": "AI156", + "name": "Valent", + "kind": "年化收入原标签", + "value": 180000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VALENT-SR", + "scope": "公司业务，六周后年化标签", + "selection": "historical", + "reason": "annualized revenue未证明经常性订阅；合同净费/实施/专业审核与时点币种缺项，不转换ARR", + "bound": "=", + "comparisonGroup": null, + "metric": "annualized-revenue" + }, + { + "id": "SR007F9-O-VALENT-PIPELINE", + "company": "AI156", + "name": "Valent", + "kind": "销售管线", + "value": 5000000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VALENT-SR", + "scope": "工业客户潜在业务", + "selection": "excluded", + "reason": "管线不是签约或已实现收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VELA-FUNDING", + "company": "AI157", + "name": "Vela Energy", + "kind": "融资金额", + "value": 1300000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VELAENERGY-SR", + "scope": "股权/融资，非营业收入", + "selection": "excluded", + "reason": "raised不是ARR；不据此估计收入或利润", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VENE-CONTRACT", + "company": "AI158", + "name": "Vene Health", + "kind": "签约ARR", + "value": 1500000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VENE-AFORE", + "scope": "上线三周签约标签，非已实现", + "selection": "excluded", + "reason": "contracted ARR缺履约/起算和实收；不纳已实现ARR", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VENE-PIPELINE", + "company": "AI158", + "name": "Vene Health", + "kind": "销售管线", + "value": 8000000, + "unit": "原文$，币种待核", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VENE-AFORE", + "scope": "未来客户业务", + "selection": "excluded", + "reason": "8M管线不能与合同标签相加成已实现收入", + "bound": "=", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-VENE-FAMILIES", + "company": "AI158", + "name": "Vene Health", + "kind": "家庭采用自述", + "value": 3000, + "unit": "家庭", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-VENE-AFORE", + "scope": "上线三周使用家庭，非付款家庭", + "selection": "adoption", + "reason": "免费/Pro和机构赞助混合，不能乘价格推ARR", + "bound": "≥", + "comparisonGroup": null + }, + { + "id": "SR007F9-O-TRULI-BRANDS", + "company": "AI155", + "name": "Truli", + "kind": "品牌采用自述", + "value": 79, + "unit": "品牌", + "timing": "来源自述，具体业务截至日未知", + "evidence": "SR007F9-TRULI-HOME", + "scope": "官网品牌分母，非已核付费客户", + "selection": "adoption", + "reason": "品牌不等付费；每产品节省12K非自身收入", + "bound": "≥", + "comparisonGroup": null } ], "evidence": [ @@ -100139,6 +100658,314 @@ "kind": "投资方及官网/服务边界与主体复核", "summary": "普通HTTP200可读Raymond财务AI、创作者卡候补，称不取IP/用户费用，由消费商家支付，协助预测/提前使用收入。", "limitation": "未取得卡发行方/费用合同与坏账/资金/奖励成本，商家手续费净分成与用户本金需拆；不提供税务/投资建议或申请金融服务。" + }, + { + "id": "SR007F9-STERLING-SR", + "companyId": "AI152", + "title": "Sterling成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/sterling", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、3人、旧金山，4企业部署；前三项转成原$234K ARR年合同，另300K两周后预计转化。", + "limitation": "已转合同与未来转化分开；未取得履约/开始计费、经常性净费、币种及财务截至日，保留合同标签不纳已实现ARR。" + }, + { + "id": "SR007F9-STERLING-HOME", + "companyId": "AI152", + "title": "官网长周期经营Agent与界面金额", + "url": "https://www.runsterling.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "续约/扩张/广告/产品队列示例，企业本体、记忆、评估和权限；客户推荐语。", + "limitation": "界面64.8K续约、广告预算、队列ACV不是Sterling收入；推荐语非支付证明，未取得真实合同。" + }, + { + "id": "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "companyId": "AI153", + "title": "Superintelligence Foundry成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/superintelligence-foundry", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、2人、旧金山，创意AGI/自主发明，三项算法方向中两项尚待公布。", + "limitation": "AGI、内在对齐、自改进为研发主张，不是能力已证或经常性收入；不能凭融资/未来企业价值推ARR。" + }, + { + "id": "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "companyId": "AI153", + "title": "官网研发说明与维护状态", + "url": "https://superfoundry.dev/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "公开正文说明模型→实验→更新的世界模型闭环及两名创始人，页面同时标维护/密码输入。", + "limitation": "仅读取可见公开文字，未越过密码；研发方向不等可运行AGI、独立模型效果或对外销售。" + }, + { + "id": "SR007F9-SWITCHFROG-SR", + "companyId": "AI154", + "title": "Switchfrog成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/switchfrog", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、2人、旧金山，Agent识别/治理及Web工作流工具化。", + "limitation": "37倍请求增长、15T/3–5T市场预测及前雇主品牌不是当前公司收入或采用规模。" + }, + { + "id": "SR007F9-SWITCHFROG-HOME", + "companyId": "AI154", + "title": "官网Agent检测beta和示例分母", + "url": "https://switchfrog.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "early access，会话动作信号检测→API/webhook→客户决定放行/拦截/计费，与beta客户定价。", + "limitation": "18,821会话明确illustrative，置信度/名企Agent图标不是真实规模/独立准确率；不安装SDK，客户席位收费非自身收入。" + }, + { + "id": "SR007F9-TRULI-SR", + "companyId": "AI155", + "title": "Truli成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/truli", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2025、2人、旧金山，覆盖开发、包装、上市后营销的AI合规平台。", + "limitation": "市场万亿与召回损失不是本公司收入，创始人既往药物研究不证明当前合规系统有效。" + }, + { + "id": "SR007F9-TRULI-HOME", + "companyId": "AI155", + "title": "官网品牌采用与节省自述", + "url": "https://trytruli.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "AI标签/营销审查、持续监测，称79+品牌、550+错误、每产品节省12K+。", + "limitation": "品牌不等付费，节省/减少错误不归自身收入，10倍速度未独立核，不提供合规意见。" + }, + { + "id": "SR007F9-VALENT-SR", + "companyId": "AI156", + "title": "Valent成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/valent", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、2人、纽约；六周原$180K annualized revenue及5M管线。", + "limitation": "年化原标签保留，未证明经常性；新聘一人不擅自将目录2人改3人，前Bridgewater20BAUM/旧公司40M融资不是本公司收入。" + }, + { + "id": "SR007F9-VALENT-HOME", + "companyId": "AI156", + "title": "官网供应链证据平台及匿名案例", + "url": "https://www.valentprocure.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "连接供应商/产地/材料证据与合同要求，供应链/生产/市场准入平台及匿名案例。", + "limitation": "匿名客户收益/采购不是平台净费，独立交付和AI效果待核；仅商业任务分类，不涉及武器实现。" + }, + { + "id": "SR007F9-VELAENERGY-SR", + "companyId": "AI157", + "title": "Vela Energy成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/vela-energy", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、6人、旧金山；融资原$1.3M来自a16z Speedrun/Z Fellows。", + "limitation": "融资不是营业收入，顾问旧投资规模非本公司；工程输出仅辅助专业审核，不作为已独立验证工程能力。" + }, + { + "id": "SR007F9-VELAENERGY-HOME", + "companyId": "AI157", + "title": "官网工程审批与项目演示", + "url": "https://www.velaenergy.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "项目资料关联、变化风险与拟议动作；每项执行前审批，连接器有available/planned区分。", + "limitation": "界面项目200MW及未来power-on日期非真实已完成装机/厂商收入；市场2T/6.8T不归自身，不认自主工程批准。" + }, + { + "id": "SR007F9-VENEHEALTH-SR", + "companyId": "AI158", + "title": "Vene Health成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/vene-health", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、3人、旧金山，患者协调Agent；创始人旧医疗用品平台50M/年。", + "limitation": "前平台供应金额不归Vene；医疗协调、合规自述与临床疗效/监管批准分开。" + }, + { + "id": "SR007F9-VENEHEALTH-HOME", + "companyId": "AI158", + "title": "官网个人Pro与机构赞助边界", + "url": "https://www.venehealth.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "免费有限任务/消息，Pro移除月会话任务额度但单任务仍有时长/文件/安全限制；七日试用需卡自动转付费。", + "limitation": "具体月/年价未公开，不联系询价；无月固定电话/PDF数不等无限成本，家庭/医疗机构赞助和临床效果分开。" + }, + { + "id": "SR007F9-VOUND-SR", + "companyId": "AI159", + "title": "Vound成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/vound", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、10人、帕洛阿尔托，明确数据与部署基础设施。", + "limitation": "资料稀疏不假定机器人本体已量产、收入为零或产品不存在；暂按基础设施分类，具体产品待补。" + }, + { + "id": "SR007F9-VOUND-HOME", + "companyId": "AI159", + "title": "官网正文缺项", + "url": "https://vound.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "公开首页没有可读正文，未取得定价/模型/产品部署细节。", + "limitation": "读取失败不推停业或零收入，保留投资方已明确的Physical AI基础设施任务，未尝试登录。" + }, + { + "id": "SR007F9-ZOAH-SR", + "companyId": "AI160", + "title": "Zoah成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/zoah", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2025、7人、卡尔斯巴德，可视化协作软件平台。", + "limitation": "创始人旧YC经历不代表Zoah是YC新公司；早期申请的名企标志非企业付款合同。" + }, + { + "id": "SR007F9-ZOAH-HOME", + "companyId": "AI160", + "title": "官网AI画布与early access范围", + "url": "https://zoah.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "AI可生成/编辑真实组件并以分支review，early access；Operators持续运行明确coming soon。", + "limitation": "名企early access申请、示例PR/支付按钮/CLI成功输出不是实际付费或已运行；可视化框架/模型依赖与未发布Operators分开。" + }, + { + "id": "SR007F9-ZORBE-SR", + "companyId": "AI161", + "title": "Zorbe成立/团队及主营自报", + "url": "https://speedrun.a16z.com/companies/zorbe", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方自报2026、4人、旧金山，企业定制并拥有/持续改进模型。", + "limitation": "beat frontier为营销主张，未读到独立测或公开权重；按模型定制/运营设施分类，不凭名称当通用基础模型已验证。" + }, + { + "id": "SR007F9-ZORBE-HOME", + "companyId": "AI161", + "title": "官网企业拥有模型的主张", + "url": "https://www.zorbe.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "公开首页仅简述公司拥有AI模型、宣称胜过前沿模型与销售预约入口。", + "limitation": "未取得权重/测试集/独立基准及权属合约，不凭口号认通用模型领先或当前有收入。" + }, + { + "id": "SR007F9-STERLING-TERMS", + "companyId": "AI152", + "title": "Sterling网站条款仍有法人占位", + "url": "https://www.runsterling.com/terms", + "publishedAt": "2026-10-21", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "条款只管网站，实际产品另签；法人、地址、司法辖区为未填占位文字。", + "limitation": "不据占位文字推财务造假，也不能把网站条款当产品SLA或已核法人；需真实合同和登记。" + }, + { + "id": "SR007F9-SUPER-ALIGN", + "companyId": "AI153", + "title": "Foundry对齐说明入口读取缺项", + "url": "https://superfoundry.dev/resources/align", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "投资方所列首项算法公告公开地址未取得可读正文。", + "limitation": "不可把未读公告、未公布两算法或旧学术经历当当前模型/独立结果。" + }, + { + "id": "SR007F9-TRULI-TERMS", + "companyId": "AI155", + "title": "Truli订阅、单次服务与专业审核", + "url": "https://app.trytruli.com/terms", + "publishedAt": "2026-09-02", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "有年产品数订阅、额度及单次扫描/达标服务；无自动超额收费，需升级/重置；声明不用客户资料训练模型，专业人工审核必要。", + "limitation": "按订单确定实价与数量；单次不自动续订，不与订阅ARR合计；不等保证监管合规，具体精确法人未给。" + }, + { + "id": "SR007F9-VALENT-TERMS", + "companyId": "AI156", + "title": "Valent网站与平台协议分开", + "url": "https://www.valentprocure.com/terms", + "publishedAt": "2026-09-24", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "网站仅介绍平台，实际平台和服务由单独书面协议约定，网站信息不构成报价/专业意见。", + "limitation": "没有读到实际平台合同/费率/SLA，不把网站责任条款视为企业合同或认定年化收入经常性。" + }, + { + "id": "SR007F9-VELA-TERMS", + "companyId": "AI157", + "title": "Vela运营者与工程责任范围", + "url": "https://www.velaenergy.ai/terms", + "publishedAt": "2026-07-05", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "Vela Energy, Inc.自述，组织另约优先；客户内容用于提供服务，计算/草稿/引用辅助合格专业人士审核。", + "limitation": "独立注册、订单费率和实际集成未核；不提供工程/法律/监管意见，不能用AI助手替代批准。" + }, + { + "id": "SR007F9-VENE-TERMS", + "companyId": "AI158", + "title": "Vene个人订阅/赞助与行动许可", + "url": "https://www.venehealth.com/terms", + "publishedAt": "2026-07-24", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "Vene Health, Inc.，个人自动续订/机构按协议付费；行动先确认范围，超范围再次询问；电话实时转录但声明不存音频，个人与机构BAA适用范围分开。", + "limitation": "具体价格/赞助净费、实际BAA和合规独立核验缺；不是医疗器械/诊断急救服务，文本和转录保留不等无健康数据存储。" + }, + { + "id": "SR007F9-VENE-AFORE", + "companyId": "AI158", + "title": "Vene合同ARR、管线与家庭采用", + "url": "https://intros.afore.vc/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "Afore公开Showcase同三名创始人列上线三周3000+家庭、原$1.5M contracted ARR及8M pipeline。", + "limitation": "只定向补充同主体，不将15家公司全单变为批准候选池；独立公司页超时未读取，合同ARR非已实现，家庭非付费，日历日/币种缺。" + }, + { + "id": "SR007F9-ZOAH-TERMS", + "companyId": "AI160", + "title": "Zoah席位、AI成本额度及条款残留主体", + "url": "https://zoah.com/terms", + "publishedAt": "2026-01-26", + "accessedAt": "2026-11-01", + "kind": "投资方及官网/条款与收入边界复核", + "summary": "称Zoah Inc.；USD月/年预付、协作者/Viewer席位、AI成本额度及预付充值，另有市场佣金；可退出模型训练。", + "limitation": "部分免责/争议文字仍写OPACITY，须对齐实际主体/订单；退款/未用额度和第三方模型成本需核，不把市场交易总额归订阅ARR。" } ], "reviews": [ @@ -109772,6 +110599,131 @@ "SR007F8-SCALEDRIVE-HOME" ], "handling": "保留原目录和排除证据，不新建2025/2026公司；付费试点/安全宣传与学术旧工作不转成当前财务或技术审计。" + }, + { + "id": "SR007F9-R-DELIVERY", + "type": "研发、基础设施与早期行业软件分开", + "company": "Sterling、Superintelligence Foundry、Switchfrog、Truli、Valent、Vela Energy、Vene Health、Vound、Zoah、Zorbe", + "companyIds": [ + "AI152", + "AI153", + "AI154", + "AI155", + "AI156", + "AI157", + "AI158", + "AI159", + "AI160", + "AI161" + ], + "scope": "companies", + "summary": "十个成立年自报关联：世界模型研发、企业模型定制、Agent基础设施、可视化编程和制造/电力/健康/消费品软件。", + "handling": "Vound细节稀疏、Foundry维护页/公告未读、Zorbe领先口号均不升技术验证；Zoah Operators未发布，模型定制归设施不凭标签归通用模型。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-HOME", + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME", + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME", + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME", + "SR007F9-VOUND-SR", + "SR007F9-VOUND-HOME", + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME", + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-HOME" + ] + }, + { + "id": "SR007F9-R-FINANCE", + "type": "年合同、年化、管线及融资分别保留", + "company": "Sterling、Truli、Valent、Vela Energy、Vene Health", + "companyIds": [ + "AI152", + "AI155", + "AI156", + "AI157", + "AI158" + ], + "scope": "companies", + "summary": "Sterling234K年合同ARR与300K预计转化分列；Valent180K年化收入非ARR；Vene1.5M签约ARR/8M管线分列；Vela1.3M融资非营业收入。", + "handling": "本轮不新增已实现ARR或平台MRR样本，不补币种/财务日；家庭/品牌/部署只作采用，界面交易/预算、旧医疗用品平台金额及Bridgewater资产/旧融资不迁本公司。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-TRULI-HOME", + "SR007F9-VALENT-SR", + "SR007F9-VELAENERGY-SR", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENE-AFORE" + ] + }, + { + "id": "SR007F9-R-CONTRACT", + "type": "未填主体、模板残留及收费分母缺项", + "company": "Sterling、Truli、Valent、Zoah", + "companyIds": [ + "AI152", + "AI155", + "AI156", + "AI160" + ], + "scope": "companies", + "summary": "Sterling网站条款法人等未填、产品另约；Zoah称Zoah Inc.但部分写OPACITY；Valent网站条款不含平台合同。", + "handling": "以上仅补证事项，不推造假/主体不存在；Truli产品数年约/扫描单次、Zoah席位/成本额度/充值/市场佣金要拆，价表读取失败不填价格。", + "evidenceIds": [ + "SR007F9-STERLING-TERMS", + "SR007F9-TRULI-TERMS", + "SR007F9-VALENT-TERMS", + "SR007F9-ZOAH-TERMS" + ] + }, + { + "id": "SR007F9-R-REVIEW", + "type": "专业审核、数据授权及机构赞助范围", + "company": "Truli、Vela Energy、Vene Health", + "companyIds": [ + "AI155", + "AI157", + "AI158" + ], + "scope": "companies", + "summary": "Truli保留专业合规审核、Vela工程输出需专业复核、Vene限定患者许可和非临床协调；健康个人与组织赞助范围分开。", + "handling": "净费需剔除采购/保费/客户收益，比较模型、电话/转录、专家复核、连接器/实施成本；无音频存储不代表无健康文本留存，合规宣传不代独立验证。不申请产品/金融医疗服务。", + "evidenceIds": [ + "SR007F9-TRULI-TERMS", + "SR007F9-VELA-TERMS", + "SR007F9-VENE-TERMS", + "SR007F9-VENEHEALTH-HOME" + ] + }, + { + "id": "SR007F9-R-COVERAGE", + "type": "SR007有限名单分区与档案读取范围", + "company": "SR007公开名单", + "scope": "dataset", + "summary": "79个唯一位置分为71关联、Alven1年份/主体冲突、6AI主营待核及scaledrive1超年。", + "handling": "本系列已补读62独立档案，另17复用位置保留既有公司证据、尚未在本系列重读；不把源所有批次或两年全量标完成。", + "evidenceIds": [ + "SR007F9-STERLING-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SWITCHFROG-SR", + "SR007F9-TRULI-SR", + "SR007F9-VALENT-SR", + "SR007F9-VELAENERGY-SR", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VOUND-SR", + "SR007F9-ZOAH-SR", + "SR007F9-ZORBE-SR" + ] } ], "coverage": { @@ -122892,7 +123844,7 @@ "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61关联（17复用、44本系列新增）、11成立/主体待核（10未读、Alven1已读冲突）、6AI主营待核、1超年（scaledrive2024）；本系列新补读52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71关联（17复用、54本系列新增）、1成立/主体待核（Alven已读冲突）、6AI主营待核、1超年（scaledrive2024）。本系列累计补读62个独立档案；17个复用位置本系列仅目录，既有核查见公司证据，未宣称本系列79档案全部重读。非所有批次/两年全量。", "complete": false, "records": [ { @@ -124020,12 +124972,16 @@ "url": "https://speedrun.a16z.com/companies/sterling", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-STERLING-SR", + "SR007F9-STERLING-HOME", + "SR007F9-STERLING-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；独立登记及品牌起点待核；官网销售联系及投资方4部署自述，真实履约/实付待核。财务和主体缺项见关联证据。", + "companyId": "AI152" }, { "id": "SR007R-C70", @@ -124033,12 +124989,16 @@ "url": "https://speedrun.a16z.com/companies/superintelligence-foundry", "categoryId": "C01", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-SR", + "SR007F9-SUPERINTELLIGENCEFOUNDRY-HOME", + "SR007F9-SUPER-ALIGN" ], - "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；独立登记及品牌起点待核；研发说明及维护页公开文字，未取得可运行模型、产品合同或独立效果。财务和主体缺项见关联证据。", + "companyId": "AI153" }, { "id": "SR007R-C71", @@ -124046,12 +125006,15 @@ "url": "https://speedrun.a16z.com/companies/switchfrog", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-SWITCHFROG-SR", + "SR007F9-SWITCHFROG-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；独立登记及品牌起点待核；early access与SDK示例，官网称与beta客户探索Agent席位计费；未安装或独立测。财务和主体缺项见关联证据。", + "companyId": "AI154" }, { "id": "SR007R-C72", @@ -124074,12 +125037,16 @@ "url": "https://speedrun.a16z.com/companies/truli", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-TRULI-SR", + "SR007F9-TRULI-HOME", + "SR007F9-TRULI-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2025成立；独立登记及品牌起点待核；可读产品与登录/演示入口，重要合规结论需专业人工复核；实际付款未核。财务和主体缺项见关联证据。", + "companyId": "AI155" }, { "id": "SR007R-C74", @@ -124087,12 +125054,16 @@ "url": "https://speedrun.a16z.com/companies/valent", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VALENT-SR", + "SR007F9-VALENT-HOME", + "SR007F9-VALENT-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；独立登记及品牌起点待核；销售联系、匿名制造商案例及投资方收入自述，平台交付须另签书面协议。财务和主体缺项见关联证据。", + "companyId": "AI156" }, { "id": "SR007R-C75", @@ -124100,12 +125071,16 @@ "url": "https://speedrun.a16z.com/companies/vela-energy", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VELAENERGY-SR", + "SR007F9-VELAENERGY-HOME", + "SR007F9-VELA-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；独立登记及品牌起点待核；产品工作流示例、权限和逐项动作审批，非自主电网控制或工程批准。财务和主体缺项见关联证据。", + "companyId": "AI157" }, { "id": "SR007R-C76", @@ -124113,12 +125088,17 @@ "url": "https://speedrun.a16z.com/companies/vene-health", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VENEHEALTH-SR", + "SR007F9-VENEHEALTH-HOME", + "SR007F9-VENE-TERMS", + "SR007F9-VENE-AFORE" ], - "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；独立登记及品牌起点待核；消费者免费/Pro与组织赞助入口，需患者同意和限定行动范围，非诊断或急救服务。财务和主体缺项见关联证据。", + "companyId": "AI158" }, { "id": "SR007R-C77", @@ -124126,12 +125106,15 @@ "url": "https://speedrun.a16z.com/companies/vound", "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-VOUND-SR", + "SR007F9-VOUND-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；独立登记及品牌起点待核；投资方仅简述业务，官网无可读正文，具体交付/制品待核。财务和主体缺项见关联证据。", + "companyId": "AI159" }, { "id": "SR007R-C78", @@ -124139,25 +125122,32 @@ "url": "https://speedrun.a16z.com/companies/zoah", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-ZOAH-SR", + "SR007F9-ZOAH-HOME", + "SR007F9-ZOAH-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2025成立；独立登记及品牌起点待核；官网early access及CLI/MCP说明；持续Operators标coming soon，未安装或跑产品。财务和主体缺项见关联证据。", + "companyId": "AI160" }, { "id": "SR007R-C79", "name": "Zorbe", "url": "https://speedrun.a16z.com/companies/zorbe", - "categoryId": "C01", + "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", - "status": "pending-year", + "profileStatus": "readable", + "status": "linked", "evidenceIds": [ - "SR007R-ROSTER" + "SR007R-ROSTER", + "SR007F9-ZORBE-SR", + "SR007F9-ZORBE-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；独立登记及品牌起点待核；官网简短销售入口，投资方描述定制与运营；模型/源码、基准和付费交付未核。财务和主体缺项见关联证据。", + "companyId": "AI161" } ] } diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 480a299..f100ae7 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-8", + "version": "2026-11-01-sr007-followup-9", "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61关联（17复用、44本系列新增）、11成立/主体待核（10未读、Alven1已读冲突）、6AI主营待核、1超年（scaledrive2024）。本系列补读52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。 Primitive/Reelful/Rhema/Rollup/Rumbo/Saru后续六项已关联；cARR/管线与平台可达、潜在客户MAU分开，Rollup当前免费及Rumbo首页按量/条款订阅预付、Reelful多渠道积分和云数据范围保留缺项。 scaledrive明确2024排除；SenseLab/Sonder/Sotant/Space/Spun关联，旧ARR/客户回款/文件财务示例不当本公司收入，源码反链未对齐不升级技术验证。", - "nextCheck": "先补SR007剩余10条未读独立档案，并继续核Alven主体/品牌及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。 Rollup合同与免费SDK对应、Rumbo按量/预付订单、Rhema实际付费与平台条目、Reelful积分净费/生成成本、Primitive行为模型真实测试及Saru正文/主体继续核。 SenseLab正确源码/营销规模和私有训练授权、Sonder产品正文/模型、Sotant净费与人工、Space旧Eden及SDK源码/存储成本、Spun实际发行/手续费合同与资金风险继续缺。", + "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007载荷79条唯一ID/slug、75普通UUID链接，count79且next/previous空。当前71关联（17复用、54本系列新增）、Alven1年份/主体冲突、6AI主营待核、scaledrive2024超年1；本系列补读62独立档案，17复用位置本系列只目录、既有核查链接公司证据，不声称79均重读。未执行站点脚本/私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明。签约/cARR/管线/融资、客户资产/回款、旧事业业绩和界面财务不当已实现收入；live ARR、年度合同标签、年化服务和累计收入分别保留，财务日期/币种/净费不补造。软件订阅、额度充值、模型定制/运行、专业/人工托管、云存储、评测、硬件、金融手续费及旅行采购按交付拆开。所有公司交付/技术/收费缺项见关联证据和核查记录；公开说明、未发布功能、公开制品与独立测试分级。Sterling条款法人占位及Zoah的OPACITY残留只作补证，不能据此推造假。", + "nextCheck": "先对17个复用位置的既有档案证据逐项核对，不能只据目录称79档案全部审阅；继续核Alven2024主体/2025品牌沿革及6项AI主营。再建立其他批次可验证公开边界，不按请求参数认成功。公司层面补独立登记、真实合同/履约/取消、币种与财务日、经常性净费、模型/人工/资料授权/存储和渠道成本；重点包括Sterling年合同净费与法人、Vene个人/机构实付、Valent年化业务组成、Truli单次/订阅、Zoah训练退出/席位额度/运营者、Foundry公告/制品及Vound具体产品。其余公司核查缺项继续保留，不以本批可读证明全部真实。", "limitation": "来源可读不等于声明已独立验证。", "rosterAudit": { "url": "https://speedrun.a16z.com/companies", @@ -3083,8 +3083,8 @@ "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。 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。", + "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。 定向读取Afore公开Showcase中Vene同三名创始人的家庭采用、contracted ARR与管线；独立公司页超时未读，不当新增全池或已实现ARR。", + "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。 Vene合同履约、个人/赞助付费与家庭分母需补，禁止以家庭×价格估计已实现ARR。", "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 bfcfaf0..3ba106e 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-8", + "sourceVersion": "2026-11-01-sr007-followup-9", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0 From 6e3a505d24be80b9c0822b4b89a515185a46aaab Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 01:44:35 +0800 Subject: [PATCH 4/4] Complete SR007 profile reconciliation and qualify historical revenue categories --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/src/components/ArrDisclosures.tsx | 6 +- apps/docs/tests/research.test.ts | 36 +- content/research/ai-companies.seed.json | 761 +++++++++++++++++--- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 6 files changed, 692 insertions(+), 121 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index fc83517..bf8bcce 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1253); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4866); + assert.equal(research.evidence.length, 4894); assert.equal(research.observations.length, 491); assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405); const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers }); diff --git a/apps/docs/src/components/ArrDisclosures.tsx b/apps/docs/src/components/ArrDisclosures.tsx index adb1627..e5b7027 100644 --- a/apps/docs/src/components/ArrDisclosures.tsx +++ b/apps/docs/src/components/ArrDisclosures.tsx @@ -34,7 +34,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps
- + {coverage.filter((item) => item.companies > 0).map((item) => @@ -42,7 +42,7 @@ export default function ArrDisclosures({ data, onSelect }: { data: ResearchSnaps )}
ARR 披露覆盖：按所选成立年份、每家公司计一次。点击分类筛选下方证据表。ARR 披露覆盖：按公司当前分类及所选成立年份、每家公司计一次。点击分类筛选下方证据表。
业务分类已采集公司企业或当事方披露仅第三方估算缺少 ARR披露覆盖率
{new Intl.NumberFormat("zh-CN", { style: "percent", maximumFractionDigits: 1 }).format(item.disclosed / item.companies)}
-

分母含仅有目录资料的公司，覆盖率反映本次采集深度，不代表行业披露率。企业披露含历史里程碑，同一公司兼有披露和估算时归企业披露；缺少 ARR 的公司仍可能有其他收入。披露时点、币种与合同定义未对齐，不能将已披露少数公司的均值外推至整个分类，也不能由离散性判断财务造假。

+

分母含仅有目录资料的公司，覆盖率反映本次采集深度，不代表行业披露率。分类及收费模式采用公司当前资料；公司转向或同时经营多个产品时，历史 ARR 未必属于当前业务，需打开公司核对产品、主体与期间，不能据当前分类重归历史收入。企业披露含历史里程碑，同一公司兼有披露和估算时归企业披露；缺少 ARR 的公司仍可能有其他收入。披露时点、币种与合同定义未对齐，不能将已披露少数公司的均值外推至整个分类，也不能由离散性判断财务造假。

- + {rows.map(({ company, observation: item }) => { const source = evidence.get(item.evidence); const url = source && evidenceUrl(source.url); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index b4117cc..857452a 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -124,10 +124,10 @@ test("research revisions share the authentication database and preserve replay l assert.equal(consumeCode(config, "invalid"), "limited"); const initial = readResearchSnapshot(); assert.equal(initial.companies.length, 1253); - assert.equal(initial.evidence.length, 4866); + assert.equal(initial.evidence.length, 4894); assert.equal(initial.observations.length, 491); const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType); - assert.equal(businessReviews.length, 6); + assert.equal(businessReviews.length, 7); 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"); @@ -169,8 +169,8 @@ 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, 244); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 146); + assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 248); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 147); assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 54); const review = snapshot.reviews.find((r) => r.id === "R4")!; assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]); @@ -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, 238); + assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 244); 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"); @@ -587,9 +587,9 @@ test("the public SR007 roster preserves unique entries and Alven's older operato assert.ok(!arrDisclosures(snapshot).some(({ observation }) => observation.id.startsWith("SR007F8-")), "previous-company ARR and financial amounts in document demonstrations are not current revenue"); assert.equal(batch.records.filter((row) => row.status === "linked").length, 71); - assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 17, - "reused roster matches are not newly reread independent profiles"); - assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 62); + assert.equal(batch.records.filter((row) => row.profileStatus === "archive-only").length, 0, + "all reused independent profiles have now been explicitly reread"); + assert.equal(batch.records.filter((row) => row.profileStatus === "readable").length, 79); const ninthFollowup = snapshot.observations.filter((item) => item.id.startsWith("SR007F9-")); assert.equal(ninthFollowup.length, 10); assert.equal(ninthFollowup.filter((item) => item.selection === "excluded").length, 6); @@ -608,6 +608,26 @@ test("the public SR007 roster preserves unique entries and Alven's older operato } assert.equal(snapshot.companies.find((item) => item.id === "AI161")!.cat, "C02", "enterprise workload model specialization is classified by delivery rather than frontier-model slogans"); + const rereadProfiles = snapshot.evidence.filter((item) => item.id.startsWith("SR007F10-P-")); + assert.equal(rereadProfiles.length, 17); + assert.equal(new Set(rereadProfiles.map((item) => item.companyId)).size, 17); + for (const evidence of rereadProfiles) { + const candidate = batch.records.find((row) => row.companyId === evidence.companyId)!; + assert.equal(candidate.url, evidence.url); + assert.ok(candidate.evidenceIds?.includes(evidence.id), "each reread has an exact profile link"); + } + assert.ok(!snapshot.observations.some((item) => item.id.startsWith("SR007F10-")), + "rereading existing financial milestones must not introduce duplicate observations"); + for (const id of ["AI067", "AI069"]) { + assert.equal(snapshot.companies.find((item) => item.id === id)!.cat, "C02", + "current hosted-model and training-data delivery are infrastructure"); + } + const oldWorkflowArr = snapshot.observations.find((item) => item.id === "SR-O-AI069-arr")!; + assert.equal(oldWorkflowArr.evidence, "SR-E-infragrid", "retain the original workflow revenue evidence"); + assert.equal(oldWorkflowArr.value, 302000); + assert.equal(oldWorkflowArr.observedAt, undefined); + assert.ok(snapshot.companies.find((item) => item.id === "AI069")!.notes.includes("历史ARR归属不清"), + "a current category change must retain the unresolved historical product attribution"); }); test("annual launch archives exclude older companies only with evidence and reuse existing records", () => { diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 1e90f49..4329dc4 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-9", + "version": "2026-11-01-sr007-followup-10", "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": [ @@ -1170,7 +1170,8 @@ "sourceType": "公司或投资机构资料", "evidenceIds": [ "E043", - "ARRCHECK1-NEXOR-HOME" + "ARRCHECK1-NEXOR-HOME", + "SR007F10-P-AI043" ], "revenueStatus": "self", "businessModel": "收入Agentharness、多渠道交付和CRM接入；软件持续费、用量/结果、一次定制集成需按实际合同拆分。" @@ -1547,17 +1548,32 @@ "location": "美国旧金山", "business": "连接团队与工具上下文，识别阻碍并协调工作", "buyer": "企业团队负责人", - "delivery": "投资机构资料称已有客户和live ARR，未独立确认留存", + "delivery": "跨工具上下文/Slack协调与跟进；重要输出和行为需审核，非已核实际成果", "notes": "投资机构页面的客户订单量属于客户业务，不计作Alia收入。", "cohort": "2025年成立", "teamBasis": "speedrun页面6 Employees；日历截至日未注明，2026-10-30访问", - "price": "本轮未核验定价", - "stage": "投资机构披露有付费使用，待核验", + "price": "按订单/结账决定费用、额度、期间及续订，未读到公开金额", + "stage": "公开官网与交付/条款可读；原有自述收入保留，合同、留存和实际技术效果未独立核。", "sourceType": "a16z speedrun公司资料", "evidenceIds": [ - "E097" + "E097", + "SR007F10-P-AI057", + "SR007F10-ALIA-HOME", + "SR007F10-ALIA-TERMS" ], - "revenueStatus": "self" + "revenueStatus": "self", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款；内部基准、模型/Agent口号、界面结果不当独立测，未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI057", + "SR007F10-ALIA-HOME", + "SR007F10-ALIA-TERMS" + ] + }, + "businessModel": "企业协调软件，按订单订阅/额度和支持；组织数据接入、模型/索引、人工支持成本需拆", + "entityBasis": "Prosieve, Inc. doing business as Alia及关联运营方自述，独立登记与合并收入范围未核" }, { "id": "AI058", @@ -30891,19 +30907,33 @@ "location": "San Francisco, California", "business": "将运行交互转为学习信号的持续学习Agent基础设施", "buyer": "Agent开发企业", - "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "delivery": "嵌入客户团队、代码库和路线图，学习stack归客户基础设施；high-touch工程合作", "notes": "私测三周ARR超过27万（原文$）；另有200万管线，非收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", "cohort": "2025年成立（投资机构名录）", "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明；商业交付与留存未独立核验", + "price": "费用、期长和续订/取消依订单，无可读实价", + "stage": "公开官网与交付/条款可读；原有自述收入保留，合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-proper-motion" + "SR-E-proper-motion", + "SR007F10-P-AI063", + "SR007F10-PROPER-HOME", + "SR007F10-PROPER-TERMS" ], "revenueStatus": "self", "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "businessModel": "持续学习平台＋嵌入式工程交付，许可/集成/反馈与评估/模型及维护成本需分开，不能凭ARR标签认纯自助SaaS", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款；内部基准、模型/Agent口号、界面结果不当独立测，未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI063", + "SR007F10-PROPER-HOME", + "SR007F10-PROPER-TERMS" + ] + }, + "entityBasis": "GAIA REAL ESTATE AI INC. DBA Proper Motion条款自述，Virgo产品关系及独立登记未核" }, { "id": "AI064", @@ -30915,19 +30945,33 @@ "location": "New York, New York", "business": "以MCP整合GTM工具供Agent执行客户增长任务", "buyer": "AI原生企业及GTM团队", - "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "delivery": "GTM数据/MCP/CLI与外联工作流，试用/客户推荐语；内部任务基准未独立核", "notes": "前11周ARR超过26万（原文$）；客户销售管线成果非本公司收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", "cohort": "2026年成立（投资机构名录）", "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明；商业交付与留存未独立核验", + "price": "未取得具体价表；订单包含约定用量费，第三方账户费用另循条款", + "stage": "公开官网与交付/条款可读；原有自述收入保留，合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-cluster" + "SR-E-cluster", + "SR007F10-P-AI064", + "SR007F10-CLUSTER-HOME", + "SR007F10-CLUSTER-TERMS" ], "revenueStatus": "self", "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "businessModel": "GTM工具设施，按订单订阅/约定用量；数据供应、第三方账户、外联和礼物成本与厂商净费分开", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款；内部基准、模型/Agent口号、界面结果不当独立测，未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI064", + "SR007F10-CLUSTER-HOME", + "SR007F10-CLUSTER-TERMS" + ] + }, + "entityBasis": "Cluster Software Inc. Delaware条款自述，独立登记未核" }, { "id": "AI065", @@ -30939,19 +30983,30 @@ "location": "San Francisco, California", "business": "结合实施与Agent平台自动化企业运营", "buyer": "上市及私募控股企业", - "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "delivery": "30日试点后持续月度合作，明确驻场工程师部署公司brain并与客户建设内部能力", "notes": "仅称七位数live ARR；1000万以上客户经营影响非本公司收入；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", "cohort": "2026年成立（投资机构名录）", "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明；商业交付与留存未独立核验", + "price": "未披露具体费率；30日试点及后续月合作，实际验收与订单未核", + "stage": "公开官网与交付/条款可读；原有自述收入保留，合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-codos" + "SR-E-codos", + "SR007F10-P-AI065", + "SR007F10-CODOS-HOME" ], "revenueStatus": "self", "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "businessModel": "企业AI转型软件＋FDE实施及持续月度合作，工程师/访谈/集成/模型与维护工时需拆，不按纯软件利润推算", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款；内部基准、模型/Agent口号、界面结果不当独立测，未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI065", + "SR007F10-CODOS-HOME" + ] + } }, { "id": "AI066", @@ -30980,26 +31035,40 @@ { "id": "AI067", "name": "Abliteration.ai", - "url": "https://speedrun.a16z.com/companies/abliteration", - "cat": "C01", + "url": "https://abliteration.ai/", + "cat": "C02", "year": 2026, "team": 2, "location": "Palo Alto, California", - "business": "面向安全测试等场景提供模型访问服务", + "business": "提供衍生托管模型API、策略治理网关与训练数据生成访问。", "buyer": "安全专业人员与Agent测试团队", - "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", + "delivery": "模型API月用量额度/充值，企业容量/SLA另约；未调用模型或测试功能", "notes": "标题称700万ARR，正文称超过700万run rate，定义待核；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", "cohort": "2026年成立（投资机构名录）", "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明；商业交付与留存未独立核验", + "price": "原$20/50/200月套餐含等额用量额度及折扣，预付充值独立；模型费明确USD/百万token分输入、缓存和输出，搜索另计", + "stage": "公开官网与交付/条款可读；原有自述收入保留，合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-abliteration" + "SR-E-abliteration", + "SR007F10-P-AI067", + "SR007F10-ABLITERATION-HOME", + "SR007F10-ABLITERATION-PRICE" ], "revenueStatus": "self", - "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "classificationBasis": "按当前衍生模型托管/API、网关和数据服务归C02；无独立自研通用基础模型证据，不因名录模型标签归C01", + "businessModel": "托管模型/API消费，月额度套餐＋独立预付充值；输入/缓存/输出与搜索分别计费，算力/安全治理/支持成本待核", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款；内部基准、模型/Agent口号、界面结果不当独立测，未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI067", + "SR007F10-ABLITERATION-HOME", + "SR007F10-ABLITERATION-PRICE" + ] + }, + "entityBasis": "Abliteration AI, Inc.官网页脚自述，精确注册及基础模型许可未核" }, { "id": "AI068", @@ -31029,25 +31098,39 @@ "id": "AI069", "name": "Infragrid", "url": "https://speedrun.a16z.com/companies/infragrid", - "cat": "C05", + "cat": "C02", "year": 2026, "team": 2, "location": "San Francisco, California", - "business": "观察跨应用工作并通过记忆推荐自动化流程", - "buyer": "企业及知识工作团队", - "delivery": "投资机构公开资料中的经营声明；未测试实际产品或查阅合同", - "notes": "自述两周ARR30.2万（原文$），节时比例未经独立测试；原文仅给$符号或七位数，不将币种和时点补成已验证信息。", + "business": "当前官网面向实验室提供专家数据、环境与评测；投资方及条款另描述办公自动化/Runbooks，产品沿革待核。", + "buyer": "当前首页模型实验室；旧产品企业知识工作团队，实际买家收入占比未核", + "delivery": "专家数据/环境/评测联系入口，条款仍有Runbooks录屏/自动化，转向或并存未核", + "notes": "自述两周ARR30.2万（原文$），节时比例未经独立测试；原文仅给$符号或七位数，不将币种和时点补成已验证信息。 2026-11-01当前首页转为研究/专家数据/环境评测描述，条款仍Runbooks；转向/并存时点和302K历史ARR归属不清，当前分类不能作为财务同期业务分类。", "cohort": "2026年成立（投资机构名录）", "teamBasis": "Speedrun Employees字段；2026-10-30访问，业务截至日未知", - "price": "本轮未核验实际收费套餐", - "stage": "存在自述收入声明；商业交付与留存未独立核验", + "price": "旧Runbooks条款订单/自动续订，无当前实验室数据服务公开实价", + "stage": "公开官网与交付/条款可读；原有自述收入保留，合同、留存和实际技术效果未独立核。", "sourceType": "a16z Speedrun投资机构资料中的公司自述", "evidenceIds": [ - "SR-E-infragrid" + "SR-E-infragrid", + "SR007F10-P-AI069", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" ], "revenueStatus": "self", - "classificationBasis": "按官方名录主营业务人工归类；行业标签不等于技术能力验证。", - "businessModel": "收费与交付结构待进一步核验" + "classificationBasis": "按当前官网暂归C02，保留旧C05办公自动化证据；尚不能把旧产品ARR当模型数据设施同期收入", + "businessModel": "按当前首页暂归模型数据/评测设施，旧Runbooks订阅另列；数据许可/采集/专家/环境计算和实施净费需拆", + "technicalReview": { + "level": "description", + "reviewedAt": "2026-11-01", + "summary": "已读投资方档案和当前官网/可读条款；内部基准、模型/Agent口号、界面结果不当独立测，未执行外部软件或安全测试。", + "evidenceIds": [ + "SR007F10-P-AI069", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" + ] + }, + "entityBasis": "Infragrid, Inc. Delaware条款自述，独立登记与新旧产品对应未核" }, { "id": "AI070", @@ -31736,7 +31819,8 @@ "evidenceIds": [ "SR26-ONTEM", "SR26-ONTEM-HOME", - "SR26-ONTEM-TERMS" + "SR26-ONTEM-TERMS", + "SR007F10-P-AI088" ], "businessModel": "应收软件与实施服务；未来融资服务与客户代收款需另列", "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。 官网条款运营者只写Ontem，完整法人名称仍缺。", @@ -31770,7 +31854,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR26-CYBERNETIC-PHYSICS", - "SR26-CYBERNETIC-PHYSICS-HOME" + "SR26-CYBERNETIC-PHYSICS-HOME", + "SR007F10-P-AI089" ], "businessModel": "机器人集成、部署及持续运维；硬件、实施和服务收入分拆待核", "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31804,7 +31889,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR26-LAZYWEB", - "SR26-LAZYWEB-HOME" + "SR26-LAZYWEB-HOME", + "SR007F10-P-AI090" ], "businessModel": "产品增长软件与代理工作流；订阅、用量及实施费用需按合同核", "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31873,7 +31959,8 @@ "revenueStatus": "unknown", "evidenceIds": [ "SR26-ELU", - "SR26-ELU-HOME" + "SR26-ELU-HOME", + "SR007F10-P-AI092" ], "businessModel": "产品分析与代码修复软件，支持云/私有化部署；许可和实施合同待核", "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31908,7 +31995,8 @@ "evidenceIds": [ "SR26-ATHENA", "SR26-ATHENA-HOME", - "SR26-ATHENA-LEGAL" + "SR26-ATHENA-LEGAL", + "SR007F10-P-AI093" ], "businessModel": "固定法律服务费，AI作为内部交付工具；不是默认出售SaaS订阅", "entityBasis": "官网法律声明列Athena Circle, a Professional Law Corporation与California Entity No. B20260352606；未查登记原件。不与YC30268 AthenaHQ品牌可见性软件合并。", @@ -31942,7 +32030,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR26-TENERA", - "SR26-TENERA-HOME" + "SR26-TENERA-HOME", + "SR007F10-P-AI094" ], "businessModel": "用户模拟与产品研究软件；试点、订阅和服务分拆待核", "entityBasis": "成立年与团队数据投资机构名录；本轮未独立核验注册主体、当前股权及完整法律沿革。", @@ -31977,7 +32066,8 @@ "evidenceIds": [ "SR26-PREMAN", "SR26-PREMAN-HOME", - "SR26-PREMAN-SDK" + "SR26-PREMAN-SDK", + "SR007F10-P-AI095" ], "businessModel": "测试/修复平台、SDK与托管服务；许可和用量收费待核", "entityBasis": "官网页脚PreMan, Inc.并链接PreMan-Inc组织的SDK；精确注册未核，不将SDK组织名当注册证明。", @@ -32046,7 +32136,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR25-ONEGC", - "SR25-ONEGC-HOME" + "SR25-ONEGC-HOME", + "SR007F10-P-AI097" ], "businessModel": "技术平台加律师专业服务；覆盖事项固定月费，特殊事项另报固定费用", "entityBasis": "官网自述OneGC Law为提供法律服务的加州专业公司，OneGC, Inc.为独立技术平台公司；登记及各主体收入合并范围尚未独立核。", @@ -32148,7 +32239,8 @@ "revenueStatus": "self", "evidenceIds": [ "SR25-DRS", - "SR25-DRS-HOME" + "SR25-DRS-HOME", + "SR007F10-P-AI100" ], "businessModel": "多应用组合经营；官网列订阅/定价基础设施，内购净收入及平台抽成分摊待核", "entityBasis": "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。", @@ -36210,7 +36302,8 @@ "evidenceIds": [ "TC26AG-INDEX", "TC26ENT1-BOUNTY-HOME", - "TC26ENT1-BOUNTY-ACCELERATOR" + "TC26ENT1-BOUNTY-ACCELERATOR", + "SR007F10-P-TC-BOUNTY" ], "revenueStatus": "unknown", "extraUrl": "https://speedrun.a16z.com/companies/bounty", @@ -100966,6 +101059,314 @@ "kind": "投资方及官网/条款与收入边界复核", "summary": "称Zoah Inc.；USD月/年预付、协作者/Viewer席位、AI成本额度及预付充值，另有市场佣金；可退出模型训练。", "limitation": "部分免责/争议文字仍写OPACITY，须对齐实际主体/订单；退款/未用额度和第三方模型成本需核，不把市场交易总额归订阅ARR。" + }, + { + "id": "SR007F10-P-AI067", + "companyId": "AI067", + "title": "Abliteration.ai：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/abliteration", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人，与既有记录相符。安全研究场景模型访问；标题原$7M ARR、正文7M以上run rate仍并存。", + "limitation": "run rate未证明经常性，不新增ARR；仅核经营模式，不读取或运行攻击实现。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI057", + "companyId": "AI057", + "title": "Alia：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/alia", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、6人，与既有记录相符。协调团队/跨工具工作，原$115K live ARR、三个月相对时长；客户平台月1亿订单。", + "limitation": "原财务记录保留，不把客户订单量、前Stone15000人或创始人旧用户归Alia。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI093", + "companyId": "AI093", + "title": "Athena（athena.lawyer）：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/athena", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、6人，与既有记录相符。AI辅助固定费律所，16关系含委托与design partners，约原$700K committed legal fees。", + "limitation": "承诺法律费非已实现ARR，旧Legora100M ARR不归Athena；不提供法律建议。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-TC-BOUNTY", + "companyId": "TC-BOUNTY", + "title": "Bounty：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/bounty", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人，与既有记录相符。Agent成果市场；9月1M+年化GMV、10月预计1.5M+；15企业每月15K+客户承诺、200+第三方Agent。", + "limitation": "GMV/承诺/未来值非净收入，第三方Agent非雇员，旧创业2M业绩不继承，不重复观测。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI064", + "companyId": "AI064", + "title": "Cluster：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/cluster", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、3人，与既有记录相符。GTM MCP/工具设施，11周原$260K+ARR；自测称30%快/4倍便宜，客户新增数百万销售管线。", + "limitation": "自测非独立结果，客户管线不是Cluster收入，原ARR无精确日期/币种，不重复里程碑。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI065", + "companyId": "AI065", + "title": "Codos：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/codos", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、5人，与既有记录相符。企业AI转型/虚拟CAIO，七位数live ARR，客户10M+经营影响，含实施团队。", + "limitation": "七位数只是范围，客户影响和市场500B非自身收入，不能假定纯软件利润。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI089", + "companyId": "AI089", + "title": "Cybernetic Physics：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/cybernetic-physics", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、4人，与既有记录相符。部署第三方人形/移动机器人于数据中心，8周原$828K live ARR；DeepAI十余机器人合同。", + "limitation": "第三方硬件、部署和持续运维需拆，合同台数不等交付台数或独立收入，旧论文非当前系统独立测。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI100", + "companyId": "AI100", + "title": "DRS：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/drs", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、10人，与既有记录相符。2025消费应用工作室，10人、三应用合计原$1.3M ARR，第二应用30日400K。", + "limitation": "第二应用属于组合，不与总额再加；旧40M ARR/125M收购/旧游戏5亿安装非DRS。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI092", + "companyId": "AI092", + "title": "Elu：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/elu", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人，与既有记录相符。用户会话→问题→修复/验证，模型许可/客户基础设施；ARR八倍增长、600+接入、2M+管线。", + "limitation": "无绝对ARR不能从倍数补金额，接入不等付费，名企管线不作收入。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI069", + "companyId": "AI069", + "title": "Infragrid：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/infragrid", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人，与既有记录相符。跨应用行为/记忆推荐自动化，原$302K ARR两周里程碑与节时70%自述。", + "limitation": "当前官网改为实验室专家数据/环境/评测，条款仍描述Runbooks自动化；并存/转向和旧ARR对应范围未核，不迁新业务。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI090", + "companyId": "AI090", + "title": "Lazyweb：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/lazyweb", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人，与既有记录相符。产品增长AI，原$1M live ARR两个月；旧Discord/Duolingo/Photomath履历。", + "limitation": "旧500M出售金额和旧雇主收入非Lazyweb，未独立核付款/留存或产品效果。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI043", + "companyId": "AI043", + "title": "Nexor AI：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/nexor-ai", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、8人，与既有记录相符。收入Agent设施，五个月原$2.5M ARR、270客户、19国、每日20万余对话自述。", + "limitation": "旧房地产交易/融资及患者规模不迁；官网另一客户分母需同期对齐，原ARR不新增重复。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI097", + "companyId": "AI097", + "title": "OneGC：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/onegc", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、3人，与既有记录相符。2025法律平台，原$1.18M以上ARR旁括420K in pilot、50多客户，年订阅法律额度。", + "limitation": "1.18M/420K包含或另计不明，不相加减；平台与律所及官网月费需按合同拆，旧Dibbs财务不继承。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI088", + "companyId": "AI088", + "title": "Ontem：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/ontem", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人，与既有记录相符。应收开票/催收及未来融资，六周原$25K signed ARR、1M+管线，预计10月末60M年化交易量。", + "limitation": "signed不等上线履约，代收交易量/未来融资非平台净收入，不因月份已过将预测变实际。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI095", + "companyId": "AI095", + "title": "PreMan：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/preman", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、2人，与既有记录相符。自适应QA测试/修复，原$170K ARR；Surt AI旧1M ARR及创始人研究履历。", + "limitation": "当前产品与SDK公开分开，旧事业财务不归PreMan，独立产品性能与实际合同仍未核。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI063", + "companyId": "AI063", + "title": "Proper Motion：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/proper-motion", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2025、3人，与既有记录相符。Agent持续学习设施，2025、3人，三周私测原$270K+ARR及2M管线。", + "limitation": "私测原标签保留，原OpenAI用户/旧Citadel八位PnL不归新公司；嵌入式工程交付净费/人力需核。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-P-AI094", + "companyId": "AI094", + "title": "Tenera：SR007复用档案逐项重读", + "url": "https://speedrun.a16z.com/companies/tenera", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "既有公司独立档案与经营口径复核", + "summary": "投资方仍列成立2026、3人，与既有记录相符。模拟用户预测产品反应，2026、3人、三周原$300K+ARR，企业试点转合同及40余管线。", + "limitation": "85%准确率无独立测试，客户商业效果/旧Uber营收非自身收入，试点/管线不重复加ARR。 机构有投资利益关系，成立/人数/财务不等独立审计，读取日非财务截至日。" + }, + { + "id": "SR007F10-ALIA-HOME", + "companyId": "AI057", + "title": "Alia跨工具协调及模拟情境", + "url": "https://usealia.com/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "跨工具关系/上下文和Slack提醒、协同跟进，示例中续约/任务/对话为展示。", + "limitation": "官网未给价表，提醒/解决状态不等实际交付或付费客户；旧Stone员工数不归Alia。" + }, + { + "id": "SR007F10-ALIA-TERMS", + "companyId": "AI057", + "title": "Alia运营主体与数据权限", + "url": "https://auth.usealia.com/terms", + "publishedAt": "2026-08-21", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "Prosieve, Inc. doing business as Alia；企业使用、订单定收费/额度，跨可见边界可要求批准；通用训练默认不使用客户内容，Slack/Google另有更严格限制。", + "limitation": "登记/关联主体合并范围未独立核；禁训练不等无客户索引/嵌入或全部数据本地，需审核重要输出/行为。" + }, + { + "id": "SR007F10-CLUSTER-HOME", + "companyId": "AI064", + "title": "Cluster数据/外联工具与自测边界", + "url": "https://www.getcluster.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "GTM MCP/CLI，50余数据源、信号/查找/序列/礼物；宣称内测任务性能，提供免费试用及客户推荐语。", + "limitation": "免费试用非付费，内部基准非独立测；数据/外联/礼物成本及授权需拆，例子来源/指标非自身财务，不实际外联或发送礼物。" + }, + { + "id": "SR007F10-CLUSTER-TERMS", + "companyId": "AI064", + "title": "Cluster订单、用量及第三方成本", + "url": "https://www.getcluster.ai/terms", + "publishedAt": "2026-09-03", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "Cluster Software Inc. Delaware自述，订阅/约定用量按订单，第三方账户费用另循其条款；试用转付费须同意，未用额度通常不退。", + "limitation": "当前具体实价/净费未读，数据访问不等有联系许可，自动行为需配置权限及人工审核，登记/履约未独立核。" + }, + { + "id": "SR007F10-CODOS-HOME", + "companyId": "AI065", + "title": "Codos明确FDE与持续月度合作", + "url": "https://www.codos.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "员工访谈/公司brain/虚拟CAIO，300–3000人客户目标；30日试点后持续月度合作，驻场工程师部署并帮助建立内部能力。", + "limitation": "客户规模非公司员工；演示26.4M营收/18.2%净利等非Codos财务；10倍ROI/自进化未独立验证，月合作不自动等纯软件ARR。" + }, + { + "id": "SR007F10-INFRAGRID-HOME", + "companyId": "AI069", + "title": "Infragrid当前首页与旧主营不一致", + "url": "https://infragrid.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "当前公开首页写面向前沿模型实验室的研究和专家数据、环境、评测。", + "limitation": "与投资方办公自动化和当前法律条款Runbooks描述不同；可能转向/并存未证，历史302K ARR不能归当前新业务口径，具体收入组成缺。" + }, + { + "id": "SR007F10-INFRAGRID-TERMS", + "companyId": "AI069", + "title": "Infragrid条款仍保留Runbooks与不训练声明", + "url": "https://infragrid.ai/legal/terms-of-service", + "publishedAt": "2026-09-10", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "生效10月10日，自述Infragrid, Inc. Delaware；明确用户启动/停止录屏及Runbooks，不持续录屏；客户资料不训练模型，订阅按订单。", + "limitation": "与当前首页专家数据业务的来源/授权/合同关系未核；声明不训练客户内容不等不能售另行授权数据，两产品数据边界须确认，不能直接推矛盾造假。" + }, + { + "id": "SR007F10-PROPER-HOME", + "companyId": "AI063", + "title": "Proper Motion嵌入式学习工程交付", + "url": "https://www.propermotion.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "持续学习/行为与结果反馈闭环；明确嵌入客户代码库和团队、客户拥有stack且位于客户基础设施，high-touch合作。", + "limitation": "不是已证明自助SaaS，配置/工程师工时、训练/观测及维护成本需核；privacy-first不等全部后端无资料，实际合同缺。" + }, + { + "id": "SR007F10-PROPER-TERMS", + "companyId": "AI063", + "title": "Proper Motion DBA与Virgo产品范围", + "url": "https://www.propermotion.ai/terms", + "publishedAt": "2026-08-14", + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "GAIA REAL ESTATE AI INC. doing business as Proper Motion，覆盖Virgo应用/API/SDK/CLI；具体费期按订单，生成建议/代码需审核，司法辖区仍有confirm county占位。", + "limitation": "法人名称/品牌/产品沿革和独立登记未核，不因Real Estate名称改主营或推新成立；占位仅补证，不直接推造假。" + }, + { + "id": "SR007F10-ABLITERATION-HOME", + "companyId": "AI067", + "title": "Abliteration托管模型和治理网关", + "url": "https://abliteration.ai/", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "托管模型API、Policy Gateway与数据生成服务，首页称GLM-5.3作为Abliterated Large v2；月额度及预付访问。", + "limitation": "只读商业模式/计费，不执行SDK、模型或攻击示例；基础模型衍生/托管不等自行训练通用前沿模型，隐私/性能声明未独立核。" + }, + { + "id": "SR007F10-ABLITERATION-PRICE", + "companyId": "AI067", + "title": "Abliteration月额度、充值与token单价", + "url": "https://abliteration.ai/pricing", + "publishedAt": null, + "accessedAt": "2026-11-01", + "kind": "复用公司当前官网/条款与交付复核", + "summary": "Developer/Growth/Scale原$20/50/200每月含等额用量额度及折扣，一次充值独立；模型表明确USD/百万token，输入/缓存/输出分别计费，搜索另计。", + "limitation": "价表不是已实现MRR/ARR；额度充值/消费不能重复算收入，当前USD模型费不补历史7M声明币种；退款、未用预收和推理/网关成本需核。" } ], "reviews": [ @@ -110724,6 +111125,139 @@ "SR007F9-ZOAH-SR", "SR007F9-ZORBE-SR" ] + }, + { + "id": "SR007F10-R-COVERAGE", + "type": "SR007全部79档案读取与有限覆盖", + "company": "SR007公开名单", + "scope": "dataset", + "summary": "原62个补读＋本轮17复用重读；71关联、Alven1冲突、6AI主营待核、scaledrive1超年，未新增公司或重复经营观测。", + "handling": "所有档案可读不等成立/财务真实、技术有效或全源完成；下一步处理七项未决、其他批次公开边界和各公司合同/财务缺项。", + "evidenceIds": [ + "SR007F10-P-AI067", + "SR007F10-P-AI057", + "SR007F10-P-AI093", + "SR007F10-P-TC-BOUNTY", + "SR007F10-P-AI064", + "SR007F10-P-AI065", + "SR007F10-P-AI089", + "SR007F10-P-AI100", + "SR007F10-P-AI092", + "SR007F10-P-AI069", + "SR007F10-P-AI090", + "SR007F10-P-AI043", + "SR007F10-P-AI097", + "SR007F10-P-AI088", + "SR007F10-P-AI095", + "SR007F10-P-AI063", + "SR007F10-P-AI094" + ] + }, + { + "id": "SR007F10-R-IDENTITY", + "type": "品牌/法人与多产品交付边界", + "company": "Alia、Proper Motion、Infragrid", + "companyIds": [ + "AI057", + "AI063", + "AI069" + ], + "scope": "companies", + "summary": "Alia为Prosieve DBA、Proper Motion条款为GAIA REAL ESTATE AI INC. DBA/含Virgo；Infragrid条款Runbooks与首页实验室数据不同。", + "handling": "法人名称不直接决定当前行业/成立年，独立登记与沿革、产品范围/时点需核；Proper条款司法辖区占位只补证，不能据此判断造假。", + "evidenceIds": [ + "SR007F10-ALIA-TERMS", + "SR007F10-PROPER-TERMS", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" + ] + }, + { + "id": "SR007F10-R-RECLASSIFY", + "type": "模型托管与数据设施按当前交付归类", + "company": "Abliteration.ai、Infragrid", + "companyIds": [ + "AI067", + "AI069" + ], + "scope": "companies", + "summary": "Abliteration原C01按托管衍生模型API/策略网关改C02；Infragrid按当前首页数据/环境/评测暂归C02，旧C05业务资料不删。", + "handling": "旧Infragrid302K ARR只能对应原证据产品时点，不作当前数据业务同期均值；Abliteration标题ARR/正文run rate继续未解决，不重复观测，不把当前USD费表补历史币种。", + "evidenceIds": [ + "SR007F10-ABLITERATION-HOME", + "SR007F10-ABLITERATION-PRICE", + "SR007F10-INFRAGRID-HOME", + "SR007F10-INFRAGRID-TERMS" + ] + }, + { + "id": "SR007F10-R-FINANCE", + "type": "复用档案收入与客户/旧事业指标不重复", + "company": "Abliteration.ai、Alia、Athena（athena.lawyer）、Bounty、Cluster、Codos、Cybernetic Physics、DRS、Elu、Infragrid、Lazyweb、Nexor AI、OneGC、Ontem、PreMan、Proper Motion、Tenera", + "companyIds": [ + "AI067", + "AI057", + "AI093", + "TC-BOUNTY", + "AI064", + "AI065", + "AI089", + "AI100", + "AI092", + "AI069", + "AI090", + "AI043", + "AI097", + "AI088", + "AI095", + "AI063", + "AI094" + ], + "scope": "companies", + "summary": "17个独立档案成立/人数与原记录一致，已有ARR/年化/签约/试点/管线继续原口径；OneGC试点覆盖、Abliteration标题正文及Elu无绝对金额仍未解决。", + "handling": "不以重读重复导入里程碑，不把旧事业、客户订单/交易/资产或模型基准当自身财务；Codos/Proper工程服务、Abliteration月额度/预付和Cluster数据/外联成本须拆，未新增可比ARR/MRR。", + "evidenceIds": [ + "SR007F10-P-AI067", + "SR007F10-P-AI057", + "SR007F10-P-AI093", + "SR007F10-P-TC-BOUNTY", + "SR007F10-P-AI064", + "SR007F10-P-AI065", + "SR007F10-P-AI089", + "SR007F10-P-AI100", + "SR007F10-P-AI092", + "SR007F10-P-AI069", + "SR007F10-P-AI090", + "SR007F10-P-AI043", + "SR007F10-P-AI097", + "SR007F10-P-AI088", + "SR007F10-P-AI095", + "SR007F10-P-AI063", + "SR007F10-P-AI094", + "SR007F10-CODOS-HOME", + "SR007F10-PROPER-HOME", + "SR007F10-CLUSTER-TERMS", + "SR007F10-ABLITERATION-PRICE" + ] + }, + { + "id": "MODEL1-EMBEDDED-LEARNING", + "type": "商业模式初评", + "company": "企业试点＋嵌入式工程与持续学习合作", + "companyIds": [ + "AI065", + "AI063" + ], + "scope": "companies", + "summary": "已核事实：Codos以30日试点后月合作交付公司上下文/流程自动化，明确FDE；Proper Motion在客户代码库及基础设施嵌入工程团队，客户拥有学习stack。两者有投资方ARR自述，但工程/模型/持续维护净贡献缺底表。", + "handling": "待验证判断：可先卖边界明确、可验收的企业试点，再评估能否复用连接器/上下文和学习闭环转为持续收费。我们的试验需分记诊断/接入/工程师与专家工时、模型/观测/数据授权、重试返工、维护升级、验收/回款、试点转持续合同及30/90日留存。必须同时看每客户工时下降、退款后净实收和毛利；客户拥有stack可能降低长期锁定，持续付款需靠可量化维护/改进价值。月合作不当纯软件倍数，不把客户节省等同自身收入。", + "evidenceIds": [ + "SR007F10-CODOS-HOME", + "SR007F10-PROPER-HOME", + "SR007F10-PROPER-TERMS", + "SR007F10-P-AI065", + "SR007F10-P-AI063" + ] } ], "coverage": { @@ -123844,22 +124378,23 @@ "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71关联（17复用、54本系列新增）、1成立/主体待核（Alven已读冲突）、6AI主营待核、1超年（scaledrive2024）。本系列累计补读62个独立档案；17个复用位置本系列仅目录，既有核查见公司证据，未宣称本系列79档案全部重读。非所有批次/两年全量。", + "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71关联（17复用、54本系列新增）、Alven1年份/主体冲突、6AI主营待核、scaledrive2024超年1。本系列79个独立档案均已逐项读取，含17复用档案重读；公司/经营观测未因此重复，独立登记/履约/技术等缺项保留。非所有批次/两年全量。", "complete": false, "records": [ { "id": "SR007R-C01", "name": "Abliteration.ai", "url": "https://speedrun.a16z.com/companies/abliteration", - "categoryId": "C01", + "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-abliteration" + "SR-E-abliteration", + "SR007F10-P-AI067" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI067" }, { @@ -123898,13 +124433,14 @@ "url": "https://speedrun.a16z.com/companies/alia", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "E097" + "E097", + "SR007F10-P-AI057" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI057" }, { @@ -123931,13 +124467,14 @@ "url": "https://speedrun.a16z.com/companies/athena", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-ATHENA" + "SR26-ATHENA", + "SR007F10-P-AI093" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI093" }, { @@ -123994,13 +124531,14 @@ "url": "https://speedrun.a16z.com/companies/bounty", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "TC26ENT1-BOUNTY-ACCELERATOR" + "TC26ENT1-BOUNTY-ACCELERATOR", + "SR007F10-P-TC-BOUNTY" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "TC-BOUNTY" }, { @@ -124074,13 +124612,14 @@ "url": "https://speedrun.a16z.com/companies/cluster", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-cluster" + "SR-E-cluster", + "SR007F10-P-AI064" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI064" }, { @@ -124089,13 +124628,14 @@ "url": "https://speedrun.a16z.com/companies/codos", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-codos" + "SR-E-codos", + "SR007F10-P-AI065" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI065" }, { @@ -124205,13 +124745,14 @@ "url": "https://speedrun.a16z.com/companies/cybernetic-physics", "categoryId": "C10", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-CYBERNETIC-PHYSICS" + "SR26-CYBERNETIC-PHYSICS", + "SR007F10-P-AI089" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI089" }, { @@ -124236,13 +124777,14 @@ "url": "https://speedrun.a16z.com/companies/drs", "categoryId": "C08", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR25-DRS" + "SR25-DRS", + "SR007F10-P-AI100" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI100" }, { @@ -124251,13 +124793,14 @@ "url": "https://speedrun.a16z.com/companies/elu", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-ELU" + "SR26-ELU", + "SR007F10-P-AI092" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI092" }, { @@ -124368,15 +124911,16 @@ "id": "SR007R-C33", "name": "Infragrid", "url": "https://speedrun.a16z.com/companies/infragrid", - "categoryId": "C05", + "categoryId": "C02", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-infragrid" + "SR-E-infragrid", + "SR007F10-P-AI069" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI069" }, { @@ -124435,13 +124979,14 @@ "url": "https://speedrun.a16z.com/companies/lazyweb", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-LAZYWEB" + "SR26-LAZYWEB", + "SR007F10-P-AI090" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI090" }, { @@ -124548,15 +125093,16 @@ "url": "https://speedrun.a16z.com/companies/nexor-ai", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", "E043", "E103", - "NEXOR-CURRENCY-RECHECK" + "NEXOR-CURRENCY-RECHECK", + "SR007F10-P-AI043" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI043" }, { @@ -124581,13 +125127,14 @@ "url": "https://speedrun.a16z.com/companies/onegc", "categoryId": "C07", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR25-ONEGC" + "SR25-ONEGC", + "SR007F10-P-AI097" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI097" }, { @@ -124596,13 +125143,14 @@ "url": "https://speedrun.a16z.com/companies/ontem", "categoryId": "C06", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-ONTEM" + "SR26-ONTEM", + "SR007F10-P-AI088" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI088" }, { @@ -124734,13 +125282,14 @@ "url": "https://speedrun.a16z.com/companies/preman", "categoryId": "C04", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-PREMAN" + "SR26-PREMAN", + "SR007F10-P-AI095" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI095" }, { @@ -124767,13 +125316,14 @@ "url": "https://speedrun.a16z.com/companies/proper-motion", "categoryId": "C03", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR-E-proper-motion" + "SR-E-proper-motion", + "SR007F10-P-AI063" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI063" }, { @@ -125022,13 +125572,14 @@ "url": "https://speedrun.a16z.com/companies/tenera", "categoryId": "C05", "kind": "company", - "profileStatus": "archive-only", + "profileStatus": "readable", "status": "linked", "evidenceIds": [ "SR007R-ROSTER", - "SR26-TENERA" + "SR26-TENERA", + "SR007F10-P-AI094" ], - "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。已按唯一档案链接关联公司，原始公司与收入不重复计数。", + "note": "已重读投资方独立档案，成立年/人数与既有公司一致；复用原公司ID和财务观测，不重复计数。当前主营/主体/收入限制见新证据与公司核查。", "companyId": "AI094" }, { diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index f100ae7..f34ae42 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-9", + "version": "2026-11-01-sr007-followup-10", "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载荷79条唯一ID/slug、75普通UUID链接，count79且next/previous空。当前71关联（17复用、54本系列新增）、Alven1年份/主体冲突、6AI主营待核、scaledrive2024超年1；本系列补读62独立档案，17复用位置本系列只目录、既有核查链接公司证据，不声称79均重读。未执行站点脚本/私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明。签约/cARR/管线/融资、客户资产/回款、旧事业业绩和界面财务不当已实现收入；live ARR、年度合同标签、年化服务和累计收入分别保留，财务日期/币种/净费不补造。软件订阅、额度充值、模型定制/运行、专业/人工托管、云存储、评测、硬件、金融手续费及旅行采购按交付拆开。所有公司交付/技术/收费缺项见关联证据和核查记录；公开说明、未发布功能、公开制品与独立测试分级。Sterling条款法人占位及Zoah的OPACITY残留只作补证，不能据此推造假。", - "nextCheck": "先对17个复用位置的既有档案证据逐项核对，不能只据目录称79档案全部审阅；继续核Alven2024主体/2025品牌沿革及6项AI主营。再建立其他批次可验证公开边界，不按请求参数认成功。公司层面补独立登记、真实合同/履约/取消、币种与财务日、经常性净费、模型/人工/资料授权/存储和渠道成本；重点包括Sterling年合同净费与法人、Vene个人/机构实付、Valent年化业务组成、Truli单次/订阅、Zoah训练退出/席位额度/运营者、Foundry公告/制品及Vound具体产品。其余公司核查缺项继续保留，不以本批可读证明全部真实。", + "boundary": "原有定向个案保留。2026-11-01匿名普通HTML默认SR007载荷79条唯一ID/slug、75普通UUID链接，count79且next/previous空。当前71关联（17复用、54本系列新增）、Alven1年份/主体冲突、6AI主营待核、scaledrive2024超年1；本系列已读79独立档案（62补读＋17复用重读），全部位置有对应档案证据；复用原ID/观测，不新增重复公司。未执行站点脚本/私有接口；SR005/SR006参数仍返回SR007，不认其他批次或两年全量。Bric/Coherence/KIRA/Leonidas/Mecone/PhotonSpear当前AI主营未明。签约/cARR/管线/融资、客户资产/回款、旧事业业绩和界面财务不当已实现收入；live ARR、年度合同标签、年化服务和累计收入分别保留，财务日期/币种/净费不补造。软件订阅、额度充值、模型定制/运行、专业/人工托管、云存储、评测、硬件、金融手续费及旅行采购按交付拆开。所有公司交付/技术/收费缺项见关联证据和核查记录；公开说明、未发布功能、公开制品与独立测试分级。Sterling条款法人占位及Zoah的OPACITY残留只作补证，不能据此推造假。 本轮官网复核中Infragrid首页实验室数据/评测与条款Runbooks并列，当前暂C02但旧ARR不迁产品；Abliteration托管/API按C02，标题/正文口径不明仍保留。Codos/Proper明确含嵌入式工程，非纯自助软件假定。", + "nextCheck": "已完成17复用独立档案重读；继续核Alven2024主体/2025品牌沿革及6项AI主营。再建立其他批次可验证公开边界，不按请求参数认成功。公司层面补独立登记、真实合同/履约/取消、币种与财务日、经常性净费、模型/人工/资料授权/存储和渠道成本；重点包括Sterling年合同净费与法人、Vene个人/机构实付、Valent年化业务组成、Truli单次/订阅、Zoah训练退出/席位额度/运营者、Foundry公告/制品及Vound具体产品。其余公司核查缺项继续保留，不以本批可读证明全部真实。 Infragrid数据业务/旧Runbooks的产品沿革、合同与数据许可，Abliteration衍生模型权利/预收消费，Alia Prosieve及Proper GAIA/Virgo主体关系，Codos/Proper试点转续费及工程工时需补。", "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 3ba106e..16566ba 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-9", + "sourceVersion": "2026-11-01-sr007-followup-10", "asOf": "2026-11-01", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business", -- 2.52.0
金额保留原币种、下界和估算身份；日期栏保留业务截至日缺项
公司 / 分类收费与交付模式原始 ARR 声明时点身份 / 限制证据
公司 / 当前分类当前收费与交付模式原始 ARR 声明时点身份 / 限制证据