296 lines
14 KiB
JSON
296 lines
14 KiB
JSON
{
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"version": "2026-10-30-14",
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"scopeConfirmedAt": "2026-10-30",
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"acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
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"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。",
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"sources": [
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{
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"id": "S01",
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"name": "Y Combinator",
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"url": "https://www.ycombinator.com/companies",
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"role": "discovery",
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"status": "candidate-audit",
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"hosts": [
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"www.ycombinator.com"
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],
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"initialAccess": "官网目录可访问",
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"boundary": "已读取八个2025—2026批次镜像候选池1428条，再核YC官方页面；不声称覆盖全部YC历年或未公开公司。",
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"nextCheck": "当前快照三条原待分类经官网方向补证归类；继续复核规则初分、具体产品与财务缺项，不把领域粗分类当独立能力或收入验证。",
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"limitation": "批次不等于成立年；不代表全部公司"
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},
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{
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"id": "S02",
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"name": "TechCrunch AI",
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"url": "https://techcrunch.com/category/artificial-intelligence/",
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"role": "reporting",
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"status": "targeted",
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"hosts": [
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"techcrunch.com"
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],
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"initialAccess": "AI栏目可读取",
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"boundary": "栏目首页选择的3条公司线索已追溯原始资料：Wabi据公开名录2025年份关联公司；DreamHQ与Thrive Holdings成立年待核，后者2025发布公告另存。不是首页全部条目或两年档案；公开分类接口与RSS普通HTTP请求返回403。",
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"nextCheck": "补可公开取得的2025、2026档案及剩余分页；核DreamHQ、Thrive Holdings成立依据及Wabi精确注册、团队和付费口径。",
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"limitation": "需追溯原始披露，部分文章受访问限制",
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"accessRecheckedAt": "2026-10-30"
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},
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{
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"id": "S03",
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"name": "Dealroom",
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"url": "https://dealroom.co/",
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"role": "discovery",
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"status": "targeted",
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"hosts": [
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"dealroom.co",
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"app.dealroom.co"
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],
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"initialAccess": "官网可读取",
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"boundary": "已读Tana与Wabi公开公司档案：前者财务字段不一致留缺，后者2025成立字段与官方业务关联入表；尚未取得两年成立筛选结果集，两个个案不等于目录全量。",
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"nextCheck": "确认公开可取得的两年成立筛选清单；逐项追溯财务原始凭证及字段口径，受权限限制保留缺项。",
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"limitation": "完整档案需权限；概览及财务表不能未经勾稽直接导入ARR",
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"accessRecheckedAt": "2026-10-30"
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},
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{
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"id": "S04",
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"name": "Product Hunt",
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"url": "https://www.producthunt.com/",
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"role": "discovery",
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"status": "targeted",
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"hosts": [
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"www.producthunt.com",
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"producthunt.com"
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],
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"initialAccess": "官网可读取",
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"boundary": "两年公开响应各19条，共38条。当前4条关联公司、2条范围外对照、23条范围外/既有业务、7条年份待核、2条推广。旧版本、品牌与法律主体分开，Happycapy仍待核；非两年全量。",
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"nextCheck": "继续补两年其余分页/日期、仅图片位置及7条年份待核候选；保留Pazi日期冲突，核清品牌与主体，避免转移历史业绩。",
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"limitation": "上线时间不等于成立时间",
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"accessRecheckedAt": "2026-10-30"
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},
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{
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"id": "S05",
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"name": "Sacra",
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"url": "https://sacra.com/",
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"role": "estimation",
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"status": "targeted",
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"hosts": [
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"sacra.com"
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],
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"initialAccess": "官网可读取",
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"boundary": "已用于定向估算及日期口径交叉核查；无全站公司名录读取台账。",
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"nextCheck": "保留估算与公司披露差异，核实历史截至日。",
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"limitation": "部分付费；不能把估算当审计数"
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},
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{
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"id": "S06",
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"name": "Bessemer",
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"url": "https://www.bvp.com/atlas/the-state-of-ai-2025",
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"role": "context",
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"status": "context",
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"hosts": [
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"www.bvp.com",
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"bvp.com"
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],
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"initialAccess": "报告页面可读取",
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"boundary": "主动选取20家高增长AI企业，含组合内外公司；非随机普查；已核方法与增长/毛利基准段；未取得20家逐公司底表。仅背景基准，不构成两年新公司名录。",
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"nextCheck": "高增长选样和投资机构利益关系；不能把头部样本均值当各领域平均或新成立公司总体；需要公开可核底表时另补，不把缺项当已完成。",
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"limitation": "投资机构选样偏差",
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"accessRecheckedAt": "2026-10-30",
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"methodology": {
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"sample": "主动选取20家高增长AI企业，含组合内外公司；非随机普查",
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"unit": "企业增长与毛利基准，按商业化后的第几年比较",
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"period": "2025-08-13报告；商业化年数不等法律成立年",
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"access": "已核方法与增长/毛利基准段；未取得20家逐公司底表",
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"use": "用于提出留存、毛利、资本效率假设及分类线索",
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"limit": "高增长选样和投资机构利益关系；不能把头部样本均值当各领域平均或新成立公司总体",
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"evidenceIds": [
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"CTX-BVP"
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],
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"checkedAt": "2026-10-30"
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}
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},
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{
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"id": "S07",
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"name": "Menlo Ventures",
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"url": "https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise/",
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"role": "context",
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"status": "context",
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"hosts": [
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"menlovc.com",
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"www.menlovc.com"
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],
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"initialAccess": "报告页面可读取",
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"boundary": "495名美国企业AI采购/开发决策者，企业已主动使用AI；已核公开方法、范围及限制；受访个体与公司估算底表未取得。仅背景基准，不构成两年新公司名录。",
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"nextCheck": "仅美国企业；排除芯片、推理/模型服务及既有软件内嵌AI功能，不能与包含这些项目的总量直接比较或分摊为单家公司ARR；需要公开可核底表时另补，不把缺项当已完成。",
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"limitation": "口径与样本需查看方法说明",
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"accessRecheckedAt": "2026-10-30",
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"methodology": {
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"sample": "495名美国企业AI采购/开发决策者，企业已主动使用AI",
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"unit": "采购调查与自下而上的市场支出估算，非公司逐项ARR",
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"period": "2025-11-07至11-25调查，市场判断截至2025-12",
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"access": "已核公开方法、范围及限制；受访个体与公司估算底表未取得",
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"use": "用于买家、采购方式和任务方向假设",
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"limit": "仅美国企业；排除芯片、推理/模型服务及既有软件内嵌AI功能，不能与包含这些项目的总量直接比较或分摊为单家公司ARR",
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"evidenceIds": [
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"CTX-MENLO"
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],
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"checkedAt": "2026-10-30"
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}
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},
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{
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"id": "S08",
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"name": "Stripe",
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"url": "https://stripe.com/annual-updates/2025",
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"role": "context",
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"status": "context",
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"hosts": [
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"stripe.com",
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"www.stripe.com",
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"assets.stripeassets.com"
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],
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"initialAccess": "年度信可读取",
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"boundary": "2025年开始使用Stripe的商户分组，另有Atlas注册企业分组；已读并视觉核对PDF第1、3页；未取得商户明细与完整分组计算底表。仅背景基准，不构成两年新公司名录。",
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"nextCheck": "开始使用平台不等成立年，也非AI公司专属样本；交易量不等Stripe收入，门槛数量翻倍不等ARR均值翻倍；不与TrustMRR公开者样本混算；需要公开可核底表时另补，不把缺项当已完成。",
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"limitation": "平台样本不能代表全部AI公司",
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"accessRecheckedAt": "2026-10-30",
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"methodology": {
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"sample": "2025年开始使用Stripe的商户分组，另有Atlas注册企业分组",
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"unit": "平台交易量、商户增长及达到收入门槛的数量；分母不同",
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"period": "2025年度；2026-02-24年度信",
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"access": "已读并视觉核对PDF第1、3页；未取得商户明细与完整分组计算底表",
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"use": "用于支付、全球市场及首次收费速度假设",
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"limit": "开始使用平台不等成立年，也非AI公司专属样本；交易量不等Stripe收入，门槛数量翻倍不等ARR均值翻倍；不与TrustMRR公开者样本混算",
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"evidenceIds": [
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"CTX-STRIPE"
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],
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"checkedAt": "2026-10-30"
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}
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},
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{
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"id": "S09",
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"name": "SaaS Capital",
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"url": "https://www.saas-capital.com/research/",
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"role": "context",
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"status": "context",
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"hosts": [
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"www.saas-capital.com",
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"saas-capital.com"
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],
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"initialAccess": "研究页可读取",
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"boundary": "第15次年度调查，超过1000家私营B2B SaaS公司；仅读公开摘要；完整下载需填写表单，未提交表单或取得完整底表。仅背景基准，不构成两年新公司名录。",
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"nextCheck": "样本不是两年新AI公司；增长率中位数不能当ARR中位数；完整抽样与指标细节仍缺，不外推至硬件、项目服务或所有AI模式；需要公开可核底表时另补，不把缺项当已完成。",
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"limitation": "不直接套用硬件与项目制业务",
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"accessRecheckedAt": "2026-10-30",
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"methodology": {
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"sample": "第15次年度调查，超过1000家私营B2B SaaS公司",
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"unit": "2025年度增长率与留存等公开摘要；非ARR金额分布",
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"period": "2026报告回顾2025增长；不把报告年当公司成立年",
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"access": "仅读公开摘要；完整下载需填写表单，未提交表单或取得完整底表",
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"use": "用于B2B订阅软件的规模、融资和留存分层假设",
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"limit": "样本不是两年新AI公司；增长率中位数不能当ARR中位数；完整抽样与指标细节仍缺，不外推至硬件、项目服务或所有AI模式",
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"evidenceIds": [
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"CTX-SAASCAP"
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],
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"checkedAt": "2026-10-30"
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}
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},
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{
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"id": "S10",
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"name": "机器之心",
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"url": "https://www.jiqizhixin.com/",
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"role": "reporting",
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"status": "targeted",
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"hosts": [
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"www.jiqizhixin.com",
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"jiqizhixin.com",
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"pro.jiqizhixin.com"
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],
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"initialAccess": "首页可读取",
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"boundary": "已登记4篇定向检索线索；三篇直达仅登录外壳，一篇读取失败。2项经公开原始资料补证关联公司，1项范围外，1项仍待核；未阅读全文或穷尽两年档案。",
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"nextCheck": "补公开可读文章、2025档案及Utopai原始成立材料；受限正文留缺，不以搜索摘录代全文。",
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"limitation": "全文访问受限；仅作发现时明确标识，技术和财务另追原始资料",
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"accessRecheckedAt": "2026-10-30"
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},
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{
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"id": "S11",
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"name": "36氪",
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"url": "https://www.36kr.com/",
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"role": "reporting",
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"status": "access-limited",
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"hosts": [
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"www.36kr.com",
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"36kr.com"
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],
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"initialAccess": "安全检测，内容未核验",
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"boundary": "2026-10-30仍返回安全检测页面，未把首页作为已读文章。",
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"nextCheck": "使用可公开读取的具体文章或其他原始来源；不绕过访问保护。",
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"limitation": "暂不作为已读取内容证据",
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"accessRecheckedAt": "2026-10-30"
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},
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{
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"id": "S12",
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"name": "公司官网与官方博客",
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"url": null,
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"role": "primary",
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"status": "per-company",
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"hosts": [],
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"initialAccess": "按公司逐一核验",
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"boundary": "公司官网和官方材料逐条绑定证据；不是可预先列尽的全站候选池。",
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"nextCheck": "核定价、主体、交付与收入定义，自述与独立验证分开。",
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"limitation": "自述不等于独立审计"
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},
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{
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"id": "S13",
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"name": "TrustMRR",
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"url": "https://trustmrr.com/",
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"role": "platform",
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"status": "targeted",
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"hosts": [
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"trustmrr.com"
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],
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"initialAccess": "见具体证据访问记录",
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"boundary": "已采集产品与支付快照；公开者自选，不是全部商户或独立财务审计。",
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"nextCheck": "核同步日、连接失效、支付平台公式及产品/法人归属。",
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"limitation": "来源可读不等于声明已独立验证。"
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},
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{
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"id": "S14",
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"name": "a16z Speedrun",
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"url": "https://speedrun.a16z.com/",
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"role": "investor",
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"status": "targeted",
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"hosts": [
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"speedrun.a16z.com"
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],
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"initialAccess": "见具体证据访问记录",
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"boundary": "投资机构公司介绍定向样本，收入数字仍多来自公司。",
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"nextCheck": "核币种、相对时间及管线/履历；未读取的页面保持缺项。",
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"limitation": "来源可读不等于声明已独立验证。"
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},
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{
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"id": "S15",
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"name": "Artificial Analysis",
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"url": "https://artificialanalysis.ai/",
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"role": "technical",
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"status": "targeted",
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"hosts": [
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"artificialanalysis.ai"
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],
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"initialAccess": "见具体证据访问记录",
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"boundary": "第三方已发表技术评测，仅覆盖所列模型版本和任务。",
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"nextCheck": "核榜单版本、测评方法及置信区间，不将排名变成企业整体能力。",
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"limitation": "来源可读不等于声明已独立验证。"
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},
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{
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"id": "S16",
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"name": "其他公开补充资料",
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"url": null,
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"role": "supplement",
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"status": "targeted",
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"hosts": [],
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"initialAccess": "见具体证据访问记录",
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"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。",
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"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。",
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"limitation": "来源可读不等于声明已独立验证。"
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}
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]
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}
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