apps/docs/scripts/auth-cli.ts

@@ -182,9 +182,9 @@ async function main() {
   assert.equal(researchResponse.status, 200, "authenticated research API");
   assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
   const research = await researchResponse.json();
-  assert.equal(research.companies.length, 1293);
+  assert.equal(research.companies.length, 1302);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 5270);
+  assert.equal(research.evidence.length, 5310);
   assert.equal(research.observations.length, 493);
   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 });

apps/docs/tests/research.test.ts

@@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l
     for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
     assert.equal(consumeCode(config, "invalid"), "limited");
     const initial = readResearchSnapshot();
-    assert.equal(initial.companies.length, 1293);
-    assert.equal(initial.evidence.length, 5270);
+    assert.equal(initial.companies.length, 1302);
+    assert.equal(initial.evidence.length, 5310);
     assert.equal(initial.observations.length, 493);
     const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
-    assert.equal(businessReviews.length, 18);
+    assert.equal(businessReviews.length, 22);
     assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
       .sort((a, b) => a.id.localeCompare(b.id)),
       "business model assessments and company/evidence links persist in the shared database");
@@ -169,9 +169,9 @@ test("research validation rejects broken evidence and unsafe source links", () =
 
 test("reviews link explicit companies without turning global or excluded cases into companies", () => {
   const snapshot = structuredClone(seed) as ResearchSnapshot;
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 282);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 155);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 60);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 291);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 157);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 62);
   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), 1293);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1302);
   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), 1209);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1218);
   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, 284);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 293);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -645,10 +645,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent
   const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records);
   assert.equal(newlyRegistered.length, 242);
   assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 5);
-  assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 49);
+  assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 58);
   assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1);
   assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144);
-  assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 43,
+  assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 34,
     "a known self-reported founding year does not by itself establish the current AI business");
   assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232);
   assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) =>
@@ -825,6 +825,21 @@ test("enterprise contracts and launch-year conflicts retain their exclusions", (
   }
 });
 
+test("financial candidates need current AI evidence before they acquire company and income links", () => {
+  const snapshot = seed as ResearchSnapshot;
+  const candidates = snapshot.candidateBatches!.flatMap((batch) => batch.records);
+  for (const id of ["SR006R-C06", "SR006R-C16", "SR005R-C35", "SR006R-C08"]) {
+    const candidate = candidates.find((row) => row.id === id)!;
+    assert.equal(candidate.status, "pending-ai");
+    assert.equal(candidate.companyId, undefined);
+    assert.ok(candidate.evidenceIds!.some((proof) => proof.startsWith("SRFIN1-")));
+  }
+  const financial = snapshot.reviews.find((row) => row.id === "MODEL1-FINANCIAL-OPERATIONS")!;
+  assert.deepEqual(reviewCompanyIds(snapshot, financial), ["AI202", "AI203", "AI204"]);
+  assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SRFIN1-")),
+    "bank size, FX processing, artist revenue, demo portfolios and benchmark scores are not vendor income");
+});
+
 test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
   const snapshot = structuredClone(seed) as ResearchSnapshot;
   const batch = snapshot.candidateBatches!.find((b) => b.id === "PH-2025-visible-1")!;

content/research/ai-companies.sources.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-11-01-sr-enterprise-1",
+  "version": "2026-11-01-sr-robot-evals-1",
   "scopeConfirmedAt": "2026-10-30",
   "acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
   "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。",
@@ -3040,8 +3040,8 @@
         "speedrun.a16z.com"
       ],
       "initialAccess": "见具体证据访问记录",
-      "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：40已补官网关联、43当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批120关联、1既有超年、145旧年、6品牌/年份、49当前AI/交付待核。新增Alike/Heavi/Modern Industrials/Piper/Sentra/Verra；Acceler8的2025自报与Dealroom同域2024上线及TC Capita主体未核，转年份待核。新增两条签约原数但排除收入/ARR比较，原491经营记录、ARR/MRR样本及YC覆盖保留。目录不等全部注册/技术/财务审计完成。",
-      "nextCheck": "继续43个新批次及SR007六个主营待核、10复用变化；核Acceler8及其他品牌/注册沿革、实际合同/净费/财务币种日。Heavi及Verra签约期限/取消/上线履约/回款，工业采购货权/净费、ERP实施返工、企业记忆摄取/权限/删除和持续运维成本未核。不得从签约、客户订单/省时、基准费用、采用量或融资推ARR/造假概率。",
+      "boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138旧年、88自报两年：49已补官网关联、34当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批129关联、1既有超年、145旧年、6品牌/年份、40当前AI/交付待核。新增SafeWorld/Sparta/Syncere/ThirdBrain/Dispatcher/Sonatic并保留封闭beta、邀请预订/候补、法律页和当前版本缺项。新增20证据，不增经营观测；原493、ARR/MRR和YC覆盖保留。厂商历史20/20含4已知差异，不当当前/独立验收；未来月费/候补不作ARR。",
+      "nextCheck": "继续34个新批次及SR007六个主营待核、10复用变化；核品牌/注册及实际合同/付费。Sparta当前候选/连接器验收和额度成本、Syncere制造/交付/保修/未来费率、ThirdBrain权重IP及专家训练成本、SafeWorld实际评估协议、Dispatcher实体运营及Sonatic权限/本域条款缺项需补。不以历史厂商报告、演示/候补或未来报价推当前性能、ARR/造假概率。",
       "limitation": "来源可读不等于声明已独立验证。",
       "rosterAudit": {
         "url": "https://speedrun.a16z.com/companies",
@@ -3189,8 +3189,8 @@
         },
         "outsideTargetYears": 138,
         "targetYearSelfReports": 88,
-        "newLinkedCompanies": 40,
-        "pendingCurrentAIOrIdentity": 43,
+        "newLinkedCompanies": 49,
+        "pendingCurrentAIOrIdentity": 34,
         "records": [
           {
             "candidateId": "SR001R-C01",

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-11-01-sr-enterprise-1",
+  "sourceVersion": "2026-11-01-sr-robot-evals-1",
   "asOf": "2026-11-01",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",