{ "updated": "2026-10-20", "about": "Agent Infra 图谱：每家公司的估值、收入、融资和关键数据，每个数字附出处（src）。框架照海外独角兽 2026-08《Agent Infra 赛道更新》。", "groups": [ { "code": "s1", "name": "Sandbox", "desc": "隔离代码与工具执行", "column": "Runtime", "layer": "Controllability" }, { "code": "s2", "name": "File System", "desc": "持久保存和共享工作状态", "column": "Runtime", "layer": "Controllability" }, { "code": "s3", "name": "Stateful Backend", "desc": "管理任务状态与后端逻辑", "column": "Runtime", "layer": "Controllability" }, { "code": "s4", "name": "Realtime · 多人协作与同步", "desc": "人和 agent 同时改同一份数据，实时同步到各端", "column": "Runtime", "layer": "Controllability" }, { "code": "o1", "name": "Workflow · 后端编排", "desc": "Durable execution：长任务断了能接着跑、按步骤重试", "column": "Runtime", "layer": "Controllability" }, { "code": "k1", "name": "Agent Framework", "desc": "搭 agent 用的开发框架", "column": "Runtime", "layer": "Controllability" }, { "code": "h1", "name": "Agent Harness", "desc": "现成的 agent 主循环：工具调用、上下文、权限都内置，嵌进产品直接跑", "column": "Runtime", "layer": "Controllability" }, { "code": "r2", "name": "Compute · 推理平台", "desc": "按次计费的推理 API，开发者不碰显卡", "column": "Runtime", "layer": "Controllability" }, { "code": "r4", "name": "Compute · GPU 云", "desc": "按小时租显卡的新一代云", "column": "Runtime", "layer": "Controllability" }, { "code": "r1", "name": "Compute · 芯片推理", "desc": "自研芯片加自己的推理云", "column": "Runtime", "layer": "Controllability" }, { "code": "r3", "name": "Compute · 推理引擎与本地运行", "desc": "开源推理引擎的商业公司；在本机 / 端侧跑开源模型的工具", "column": "Runtime", "layer": "Controllability" }, { "code": "r5", "name": "Hosting & Deploy", "desc": "替 agent 部署和托管应用", "column": "Runtime", "layer": "Controllability" }, { "code": "i1", "name": "Identity", "desc": "给 agent 发身份、按任务授权", "layer": "Controllability" }, { "code": "i2", "name": "Identity · 机器身份与密钥", "desc": "管服务账号、API 密钥和 agent 凭证（NHI）", "layer": "Controllability" }, { "code": "i6", "name": "Identity · 真人核验", "desc": "证明 agent 背后是哪个真人、谁授权的", "layer": "Controllability" }, { "code": "i3", "name": "Security · 护栏与运行时防护", "desc": "拦提示注入、数据泄露和越界动作", "layer": "Controllability" }, { "code": "i4", "name": "Security · 红队测试", "desc": "上线前攻击测试模型和 agent", "layer": "Controllability" }, { "code": "i5", "name": "Security · AI 治理与监控", "desc": "企业 AI 的合规、风险和监控", "layer": "Controllability" }, { "code": "e1", "name": "Evals", "desc": "评估 Agent 的执行过程与结果", "layer": "Controllability" }, { "code": "w1", "name": "AI Gateway", "desc": "一个入口调所有模型：路由、限额、记账", "layer": "Controllability" }, { "code": "r6", "name": "Code & Git", "desc": "给 agent 用的代码仓库与审查", "layer": "Controllability" }, { "code": "a1", "name": "Analytics", "desc": "AI 做的网站默认装的统计", "layer": "Controllability" }, { "code": "f1", "name": "Frontend & UI", "desc": "AI 建站默认选的前端零件", "layer": "Controllability" }, { "code": "q1", "name": "Search", "desc": "赋予 Agent 连接实时世界的能力", "layer": "Capability" }, { "code": "b1", "name": "Browser", "desc": "让 agent 开浏览器办事", "layer": "Capability" }, { "code": "t1", "name": "Tools · 集成连接", "desc": "替 agent 管授权、连上千个 SaaS", "layer": "Capability" }, { "code": "t2", "name": "Tools · 工作流自动化", "desc": "把工具串成流程，给 agent 当手脚", "layer": "Capability" }, { "code": "t3", "name": "Tools · MCP 托管与网关", "desc": "企业统一托管、授权和审计 MCP", "layer": "Capability" }, { "code": "t4", "name": "Tools · SDK / MCP 生成", "desc": "从 API 自动生成 SDK 和 MCP server", "layer": "Capability" }, { "code": "t5", "name": "Comms · 邮箱与消息", "desc": "给 agent 开邮箱、接聊天渠道", "layer": "Capability" }, { "code": "n1", "name": "Newsletter · 邮件与付费订阅", "desc": "邮件通讯、付费订阅和创作者变现", "layer": "Capability" }, { "code": "v1", "name": "Voice", "desc": "让 agent 听、说、打电话", "layer": "Capability" }, { "code": "p1", "name": "Payment", "desc": "让 Agent 进入真实交易闭环", "layer": "Capability" }, { "code": "c1", "name": "Context · 数字员工", "desc": "让 Agent 理解组织与工作流", "layer": "Capability" }, { "code": "c2", "name": "Context · 企业知识与搜索", "desc": "把公司内部资料接给 AI 查；语义层", "layer": "Capability" }, { "code": "c3", "name": "Context · 向量库", "desc": "存向量、做检索", "layer": "Capability" }, { "code": "c4", "name": "Context · 文档解析与 RAG", "desc": "把文档变成 AI 能用的内容；检索模型", "layer": "Capability" }, { "code": "m1", "name": "Memory", "desc": "让 agent 记住用户和过往任务", "layer": "Capability" } ], "companies": [ { "name": "E2B", "group": "s1", "url": "https://e2b.dev", "hq": "旧金山（布拉格起家）", "founded": 2023, "desc": "开源 agent 沙箱云，一行 SDK 给 agent 开一台 microVM", "revenue": { "v": "$1.5M", "date": "2025-06", "kind": "聚合站估算（Caplight / Latka）", "src": "https://www.caplight.com/company/e2b" }, "total_raised": "累计融资约 $32M（公司口径：种子 + A 轮）；另有创始人说的 pre-seed 约 $2.6M", "funding": [ { "date": "2023", "round": "Pre-seed", "amount": "~$2.6M", "lead": "未披露", "src": "https://x.com/mlejva/status/2031375100742647919" }, { "date": "2024-10", "round": "种子轮", "amount": "$11.5M", "lead": "Decibel", "src": "https://x.com/mlejva/status/1846568274009698402" }, { "date": "2025-07", "round": "A 轮", "amount": "$21M", "lead": "Insight Partners", "src": "https://e2b.dev/blog/series-a" } ], "key_data": [ { "k": "累计沙箱数", "v": "20 亿（第二个 10 亿只用约 4 个月）", "date": "2026-10", "src": "https://x.com/e2b/status/2110458353059323929" }, { "k": "单日沙箱数", "v": "112 万", "date": "2025-03", "src": "https://x.com/mlejva/status/1905634430435098649" }, { "k": "agent 流量占比", "v": "61%", "date": "2026-10", "src": "https://x.com/mlejva/status/2110376076798992763" }, { "k": "npm 周下载", "v": "200 万+", "date": "2026-09", "src": "https://x.com/mlejva/status/2104296927001227572" }, { "k": "首次单月盈利", "v": "2025-12", "date": "2026-03", "src": "https://x.com/mlejva/status/2031375100742647919" }, { "k": "冷启动 p50", "v": "78 毫秒", "date": "2026-01", "src": "https://x.com/mlejva/status/2013979658249793701" } ], "customers": [ "Perplexity", "Hugging Face", "Groq", "Manus", "LMArena", "Lindy", "Genspark", "Factory", "ClickUp", "Cursor（自托管）" ], "note": "收入、估值从未公布，也没有 B 轮。官网「财富 100 强」口径是 signed up（注册），不是付费。2026-04 以后 E2B 和 Manus 都没公开说过是否还在合作。2026-08 起从纯 Firecracker 换成自研 runtime，并推出可私有部署的 E2B Embed。 估值未公开；网上「$104M 估值」只见于个人博客，未采用。" }, { "name": "Daytona", "group": "s1", "url": "https://www.daytona.io", "hq": "纽约（克罗地亚团队）", "founded": 2023, "desc": "跑在自有裸金属上的 agent 沙箱，支持 GPU、Windows、快照与分叉", "valuation": { "v": "~$123M", "date": "2026-02", "kind": "聚合站估算（Forge 按 A-1 轮股价推算的投后）", "src": "https://forgeglobal.com/search-companies/?page=15&sort=marketActivity&sortDirection=asc" }, "revenue": { "v": "$3M", "date": "2025-09", "kind": "年化 / 公司自报（之后只报增速不报金额）", "src": "https://x.com/daytonaio/status/1970844077416690043" }, "total_raised": "已披露约 $86M（含 2023 年 pre-seed $2M，按公司公告与 SEC Form D 合计）", "funding": [ { "date": "2024-06", "round": "种子轮", "amount": "$5M", "lead": "Upfront Ventures", "src": "https://www.daytona.io/dotfiles/daytona-secures-5m-to-simplify-development-environments" }, { "date": "2025", "round": "SAFE（老股东）", "amount": "$7M", "lead": "老股东", "src": "https://x.com/ivanburazin/status/2049624772930068919" }, { "date": "2026-02", "round": "A 轮", "amount": "$24M", "lead": "FirstMark", "src": "https://x.com/daytonaio/status/2019502060786602409" }, { "date": "2026-08", "round": "未命名（SEC Form D）", "amount": "$48.3M（发行上限 $60M）", "lead": "未披露", "src": "https://www.isvworld.com/search/news/2330033" } ], "key_data": [ { "k": "单日沙箱数", "v": "100 万+", "date": "2025-10", "src": "https://x.com/ivanburazin/status/1980285721278595181" }, { "k": "收入月均增速（近 18 个月）", "v": "+50.9%", "date": "2026-10", "src": "https://x.com/ivanburazin/status/2105707829159985505" }, { "k": "年初至今收入", "v": "×10", "date": "2026-09", "src": "https://x.com/ivanburazin/status/2100276282919444812" }, { "k": "npm 月下载（@daytonaio/sdk）", "v": "253 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@daytonaio/sdk" }, { "k": "开机速度", "v": "75 秒开 5 万个沙箱", "date": "2026-04", "src": "https://x.com/ivanburazin/status/2049866364785951058" }, { "k": "B 轮（Form D 已售部分）", "v": "$48.3M / 计划 $60M", "date": "2026-08", "src": "https://dealroom.co/news/145417-daytona-lands-48-3m-series-b-for-ai-agent-sandbox-platform/" } ], "customers": [ "LangChain", "Turing", "Writer", "SambaNova", "Prosus", "Parabola", "Stanford CS", "Laude Institute" ], "note": "2025-04 底从人类开发环境产品急转为 agent 沙箱；2026-06 起核心代码闭源。估值从未公布。2026-08 那笔 Form D 没写轮次名，一家聚合站称 Venrock 领投，未经公司确认。「Meta 超级智能实验室在用」只是 Daytona CEO 的说法。 2026-08 的 B 轮估值未披露，现有估值只是 A 轮口径。" }, { "name": "Modal", "group": "s1", "url": "https://modal.com", "hq": "纽约", "founded": 2021, "desc": "通用 AI 云：推理、训练、沙箱一起卖，沙箱单项年化已达 3 亿美元", "valuation": { "v": "$15.75B", "date": "2026-10", "kind": "投后", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, "revenue": { "v": "$1B+", "date": "2026-10", "kind": "年化 / 公司自报（同比 15 倍以上）", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, "total_raised": "累计融资约 $1.2B", "funding": [ { "date": "2025-09", "round": "B 轮", "amount": "$87M", "lead": "Lux Capital", "post": "$1.1B", "src": "https://x.com/bernhardsson/status/1972649681701486821" }, { "date": "2026-05", "round": "C 轮", "amount": "$355M", "lead": "General Catalyst、Redpoint", "post": "$4.65B 投后", "src": "https://modal.com/blog/modal-series-c" }, { "date": "2026-10", "round": "D 轮", "amount": "$750M", "lead": "Accel", "post": "$15.75B 投后", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" } ], "key_data": [ { "k": "沙箱年化收入", "v": "$300M", "date": "2026-10", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, { "k": "累计沙箱数", "v": "近 30 亿", "date": "2026-10", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, { "k": "每日沙箱数", "v": "约 1,000 万", "date": "2026-03", "src": "https://x.com/bernhardsson/status/2032189127257436410" }, { "k": "沙箱收入月增速", "v": "+30%", "date": "2026-08", "src": "https://x.com/bernhardsson/status/2085689485321216262" }, { "k": "Sandboxes 产品年收入", "v": "$300M", "date": "2026-10", "src": "https://thenextweb.com/news/modal-750m-series-d-15-75bn-valuation" } ], "customers": [ "Lovable", "Ramp", "Cognition", "Quora", "Codegen", "DoorDash", "Linear", "Suno" ], "note": "不是纯沙箱公司，沙箱是 AI 云里的一个产品。2026-05 时沙箱占收入三分之一以上。种子、A 轮只有聚合站来源，未列。" }, { "name": "Runta", "group": "s1", "url": "https://runta.com", "hq": "旧金山（另有新加坡办公室）", "desc": "agent 执行层：隔离运行，管住 agent 能碰的文件、网络和花销", "valuation": { "v": "$100M+", "date": "2026-07", "kind": "报道（The Information，经 TNW 转述）", "src": "https://thenextweb.com/news/runta-a16z-seed-ai-agent-infrastructure" }, "total_raised": "累计融资 $20M", "funding": [ { "date": "2026-07", "round": "种子轮", "amount": "$20M", "lead": "a16z（Martin Casado）", "post": "$100M+ 投后（报道）", "src": "https://thenextweb.com/news/runta-a16z-seed-ai-agent-infrastructure" } ], "key_data": [ { "k": "a16z 投资公告", "v": "领投种子轮，Casado 进董事会", "date": "2026-07", "src": "https://a16z.com/announcement/investing-in-runta/" } ], "chinese_team": { "lv": "founder", "who": "戴冠兰（Guanlan Dai）· 创始人兼 CEO", "why": "中文播客「十字路口」以 Runta 创始人身份专访；曾任 Cloudflare 早期边缘团队技术负责人、Kong 核心代理团队负责人（a16z 投资文章）", "src": "https://podcasts.apple.com/cn/podcast/%E6%A8%A1%E5%9E%8B%E8%83%BD%E5%8A%9B%E5%B7%B2%E7%BB%8F%E5%A4%9F%E4%BA%86-%E8%A6%81%E5%8D%B7%E5%B0%B1%E5%8D%B7-infra-%E5%AF%B9%E8%B0%88%E6%88%B4%E5%86%A0%E5%85%B0-runta-%E5%88%9B%E5%A7%8B%E4%BA%BA/id1729552193?i=1000781259317", "by": "", "o": "cn" }, "note": "已确认是做 agent 执行层 / 沙箱的那家（a16z 公告），不是同名公司。创始人兼 CEO 戴冠兰（Guanlan Dai），前 Cloudflare 边缘团队、Kong 首位工程经理；天使含 Jeff Dean、李飞飞、Ali Ghodsi。仍是 early access，没有用量或客户数。a16z 公告本身没写金额。" }, { "name": "Morph Labs", "group": "s1", "url": "https://cloud.morph.so", "founded": 2023, "desc": "VM 瞬间快照、分叉成上千份，给 RL 和多路尝试的 agent", "total_raised": "已披露约 $5.75M（种子轮，Khosla Ventures 领投）", "funding": [], "key_data": [ { "k": "快照 / 分叉 / 恢复整台环境", "v": "250 毫秒内", "date": "2026-10", "src": "https://cloud.morph.so/developers" }, { "k": "Infinibranch 发布", "v": "2024-11", "date": "2024-11", "src": "https://x.com/jessemhan/status/1858988197403033654" }, { "k": "种子轮", "v": "$5.75M，Khosla 领投", "date": "", "src": "https://www.linkedin.com/company/morph-labs" } ], "note": "没有可靠的融资、用量、客户数字。CEO Jesse Michael Han。名字和以太坊 L2 Morph（$19M+）、morphllm.com（YC 的 fast apply 模型）撞车，它们的融资不能算到 Morph Labs 头上。成立约 2023 年，只有资料站来源。 种子轮日期公告里没写；不要和做 Fast Apply 模型的 Morph（morphllm）混淆。" }, { "name": "Archil", "group": "s2", "url": "https://archil.com", "hq": "旧金山", "founded": 2024, "desc": "把 S3 等对象存储变成可挂载文件系统，供 agent 直接读写", "total_raised": "累计融资约 $18M（公司口径）", "funding": [ { "date": "2025-06", "round": "种子轮", "amount": "$6.7M", "lead": "Felicis", "src": "https://www.finsmes.com/2025/06/archil-raises-6-7m-in-seed-funding.html" }, { "date": "2026-04", "round": "A 轮", "amount": "$11M", "lead": "Standard Capital", "src": "https://www.standardcap.com/changelog/post/archil-series-a-led-by-standard-capital" } ], "key_data": [ { "k": "累计融资（创始人公告）", "v": "$18M", "date": "2026-04", "src": "https://www.linkedin.com/posts/activity-7452019035355058176-5VCe" } ], "customers": [ "Clay", "Antithesis" ], "note": "YC F24，原名 Regatta Storage；创始人 Hunter Leath 曾在 AWS 负责 EFS、在 Netflix 带云存储团队。PitchBook 记 A 轮 $10.8M，公司说 $11M。2026 年起把文件系统往「无服务器执行」方向推（在盘上直接跑 bash）。没有公布收入和用量。" }, { "name": "Mesa", "group": "s2", "url": "https://mesa.dev", "hq": "旧金山", "founded": 2024, "desc": "带版本控制的 agent 文件系统：可挂载、可分支、可回滚，面向企业 agent", "total_raised": "累计融资 $5M", "funding": [ { "date": "2025-11", "round": "种子轮", "amount": "$5M", "lead": "Innovation Endeavors、South Park Commons、Essence VC（未写谁领投）", "src": "https://www.linkedin.com/posts/oliver-gilan_introducing-mesa-the-worlds-first-multi-agent-activity-7391508781278511104-JkJs" } ], "key_data": [ { "k": "代码审查产品公测时的使用团队", "v": "130+", "date": "2025-11", "src": "https://www.linkedin.com/posts/oliver-gilan_introducing-mesa-the-worlds-first-multi-agent-activity-7391508781278511104-JkJs" }, { "k": "MesaFS 发布", "v": "2026-04", "date": "2026-04", "src": "https://www.linkedin.com/posts/activity-7454913095740641280-AurD" } ], "note": "已确认是 mesa.dev 这家（agent 文件系统），不是 Python 的 Mesa 建模框架。2025-11 先以 AI 代码审查产品公测，2026-04 转向 MesaFS（底层基于 Jujutsu，兼容 Git）；当时宣布的 $5M 是种子轮。Tracxn 写「未融资」，与创始人原帖不符。创始人 Oliver Gilan（CEO，曾联创 Antimetal）、Benjamin Warren（CTO）。已接入 Freestyle、Mastra 等。" }, { "name": "Convex", "group": "s3", "url": "https://www.convex.dev", "hq": "旧金山", "founded": 2021, "desc": "TypeScript 一体化后端，库、函数、实时同步全写成代码", "total_raised": "累计融资约 $110.5M", "funding": [ { "date": "2022-04", "round": "A 轮", "amount": "$26M", "lead": "a16z", "post": "$128M（Forbes 报道）", "src": "https://news.convex.dev/series-a/" }, { "date": "2025-11", "round": "扩展轮", "amount": "$24M", "lead": "a16z、Spark", "src": "https://news.convex.dev/convex-raises-24m" }, { "date": "2026-08", "round": "B 轮", "amount": "$57M", "lead": "Insight Partners", "src": "https://news.convex.dev/convex-raises-57m" } ], "key_data": [ { "k": "付费团队", "v": "近 1 万", "date": "2026-04", "src": "https://news.convex.dev/enterprise-launch" }, { "k": "净收入留存（NRR）", "v": "200%+", "date": "2026-01", "src": "https://x.com/jamwt/status/2011866344065810768" }, { "k": "npm 月下载（convex）", "v": "593 万（一年 ×12.4）", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/convex" }, { "k": "9 个月客户、项目、收入增长", "v": "10 倍以上", "date": "2025-11", "src": "https://news.convex.dev/convex-raises-24m" }, { "k": "付费团队数", "v": "近 10,000", "date": "2026-04", "src": "https://news.convex.dev/author/jamwt/" } ], "customers": [ "OpenAI", "Tripadvisor", "Solana", "Zapier", "Reducto", "T3 Chat" ], "note": "ARR 和 B 轮估值未公布；A 轮估值 $128M 来自 Forbes 2022 报道。底层存储跑在 PlanetScale Postgres 上。B 轮新闻稿里「近 200 万应用、近 50 万开发者」「90% AI 应用在传统库上损坏数据」都是公司自报 / 自测。官网流量一年下降，主要是 2025-04 Chef 上线时的尝鲜流量退潮。 B 轮 $57M 未披露估值；Caplight 的「估值 $128M」与轮次规模不符，未采用。收入未披露。" }, { "name": "Supabase", "group": "s3", "url": "https://supabase.com", "hq": "旧金山（远程团队）", "founded": 2020, "desc": "开源 Postgres 后端平台，AI 建站工具的默认后端", "valuation": { "v": "$10B", "date": "2026-06", "kind": "投前（F 轮）；2026-10 这轮未披露估值", "src": "https://supabase.com/blog/supabase-series-f" }, "total_raised": "累计融资约 $11.5 亿（各轮相加；官网称「raised $1 billion」，在 2026-10 这轮之前）", "funding": [ { "date": "2021-10", "round": "A 轮", "amount": "$30M", "lead": "Coatue", "src": "https://supabase.com/blog/supabase-series-a" }, { "date": "2022-05", "round": "B 轮", "amount": "$80M", "lead": "Felicis", "src": "https://supabase.com/blog/supabase-series-b" }, { "date": "2025-04", "round": "D 轮", "amount": "$200M", "lead": "Accel", "post": "$2B", "src": "https://x.com/kiwicopple/status/1914681744743416230" }, { "date": "2025-10", "round": "E 轮", "amount": "$100M", "lead": "Accel、Peak XV", "post": "$5B 投前", "src": "https://supabase.com/blog/supabase-series-e" }, { "date": "2026-06", "round": "F 轮", "amount": "$500M", "lead": "GIC", "post": "$10B 投前", "src": "https://supabase.com/blog/supabase-series-f" }, { "date": "2026-10", "round": "新一轮（未命名）", "amount": "$150M", "lead": "GIC", "src": "https://www.tmcnet.com/usubmit/2026/10/02/10456501.htm" } ], "key_data": [ { "k": "开发者", "v": "1,000 万", "date": "2026-06", "src": "https://x.com/kiwicopple/status/2067650933765378227" }, { "k": "每周新建 Postgres 库", "v": "100 万+", "date": "2026-08", "src": "https://x.com/kiwicopple/status/2084475813395853469" }, { "k": "每月新增库", "v": "400 万+", "date": "2026-10", "src": "https://www.tmcnet.com/usubmit/2026/10/02/10456501.htm" }, { "k": "agent / AI 工具建的新库占比", "v": "约 70%", "date": "2026-10", "src": "https://www.tmcnet.com/usubmit/2026/10/02/10456501.htm" }, { "k": "GitHub 星", "v": "111,325", "date": "2026-10", "src": "https://github.com/supabase/supabase" }, { "k": "新库中由 AI agent 创建的比例", "v": "约 70%", "date": "2026-10", "src": "https://www.ainvest.com/news/supabase-growing-600-databases-charge-2610/" }, { "k": "收购 Turso", "v": "价格未披露", "date": "2026-10", "src": "https://pulse2.com/supabase-raises-150-million-and-acquires-turso/" } ], "customers": [ "Lovable（Lovable Cloud）", "Bolt（Bolt Cloud）", "Figma Make", "Chatbase", "Stripe Projects" ], "note": "E、F 轮估值都是投前，媒体写的 $10.5B 是投后算术。2026-10-02 同日宣布收购 Turso（金额未披露）。收入只有第三方估算。 公司在 E 轮和 F 轮都没公布收入，现有收入数只有 Sacra 估算。" }, { "name": "Vercel Sandbox", "group": "s1", "url": "https://vercel.com/sandbox", "hq": "旧金山", "founded": 2025, "desc": "Vercel 产品线：microVM 沙箱，只按实际 CPU 时间计费", "total_raised": null, "funding": [], "key_data": [ { "k": "每天创建沙箱", "v": "350 万+", "date": "2026-07", "src": "https://x.com/rauchg/status/2077559189015335019" }, { "k": "日活月增速", "v": "100%", "date": "2026-07", "src": "https://x.com/rauchg/status/2077559189015335019" }, { "k": "正式发布（GA）", "v": "2026-01-31", "date": "2026-01", "src": "https://x.com/rauchg/status/2017423825152184772" }, { "k": "Active CPU 单价", "v": "$0.128 / 小时", "date": "2026-09", "src": "https://vercel.com/docs/sandbox/pricing" } ], "customers": [ "Notion", "Airtable", "Meta", "Zapier", "CodeRabbit", "BLACKBOX AI", "Conductor" ], "owner": "Vercel 产品线", "product_line_of": "Vercel", "note": "收入、估值都是 Vercel 全公司的数，不是沙箱单项。进了 OpenAI Agents SDK 和 Claude Managed Agents 的沙箱名单。2026-08 办了 $1M 沙箱逃逸悬赏，发现过 Linux 内核网络栈缺陷和一个 KVM 0day（Vercel CEO 公开确认）。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Vercel 全公司年化 $340M、估值 $9.3B。" }, { "name": "Cloudflare Sandboxes", "group": "s1", "url": "https://developers.cloudflare.com/sandbox/", "hq": "旧金山", "founded": 2025, "desc": "Cloudflare 产品线：容器沙箱 SDK，按活跃 CPU 计费", "total_raised": null, "funding": [], "key_data": [ { "k": "正式发布（GA）", "v": "2026-04-13", "date": "2026-04", "src": "https://developers.cloudflare.com/changelog/2026-04-13-containers-sandbox-ga" }, { "k": "OpenAI Codex harness 可在其中运行", "v": "官方合作", "date": "2026-04", "src": "https://openai.com/index/cloudflare-openai-agent-cloud" }, { "k": "GitHub 星（sandbox-sdk）", "v": "1,148", "date": "2026-10", "src": "https://github.com/cloudflare/sandbox-sdk" } ], "owner": "Cloudflare（纽交所上市：NET）产品线", "product_line_of": "Cloudflare", "note": "没公布用量。价格约 $0.00002 / vCPU·秒（InfoQ 报道，按活跃 CPU）。进了 OpenAI Agents SDK 和 Claude Managed Agents 的名单；「OpenAI 独家选了 Cloudflare」不成立。" }, { "name": "Blaxel", "group": "s1", "url": "https://blaxel.ai", "hq": "旧金山（法国团队）", "founded": 2024, "desc": "25 毫秒唤醒、休眠不收算力费的 microVM 沙箱", "total_raised": "累计融资 $7.3M", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$7.3M", "lead": "First Round", "src": "https://x.com/blaxelAI/status/1945868962002317458" }, { "date": "2026-09", "round": "被 Baseten 收购", "amount": "约 $300M（报道）", "lead": "Baseten", "post": "", "src": "https://www.teahose.com/companies/2105" } ], "key_data": [ { "k": "单客户 3 个月沙箱数（Sapiom）", "v": "250 万", "date": "2026-09", "src": "https://x.com/blaxelAI/status/2103561321903956412" }, { "k": "休眠后唤醒", "v": "约 25 毫秒", "date": "2026-09", "src": "https://www.baseten.co/blog/blaxel-is-joining-baseten-to-build-the-future-of-agentic-cloud/" }, { "k": "npm 月下载（@blaxel/core）", "v": "103 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@blaxel/core" } ], "customers": [ "Sapiom", "Corvera" ], "owner": "被 Baseten 收购，2026-09-10，金额未披露", "note": "YC X25。收购后产品继续运营，次日进入 OpenAI Agents API 沙箱名单。收购价未公开，Baseten 自己的估值不能当收购价。 官方未披露收购价；Newcomer 报约 $3 亿，Les Echos 称明显超过 $1 亿。" }, { "name": "Runloop", "group": "s1", "url": "https://runloop.ai", "hq": "旧金山", "founded": 2023, "desc": "给编程 agent 的云端 devbox，附基准测试和 RL 环境", "total_raised": "累计融资 $7M", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$7M", "lead": "The General Partnership", "src": "https://x.com/RunloopDev/status/1950592229686358232" } ], "key_data": [ { "k": "单客户突发并发 devbox（Trajectory）", "v": "1 万+", "date": "2026-06", "src": "https://www.globenewswire.com/news-release/2026/06/10/3309979/0/en/Trajectory-Uses-Runloop-to-Scale-Continual-Learning-Workloads.html" }, { "k": "停止服务日期", "v": "2026-11-13", "date": "2026-10", "src": "https://docs.runloop.ai/docs/transitions/runloop-to-freestyle" } ], "customers": [ "Cohere", "Trajectory", "Detail.dev" ], "note": "重要：官方文档顶部写着 Runloop 正在关停服务，老客户支持到 2026-11-13，并给出迁到 Freestyle 的迁移指南（附 Freestyle 赠送额度）；没说是被收购还是合作。CEO Jonathan Wall 是 Google Wallet 联合创始人。曾进 OpenAI Agents SDK 七家沙箱名单。融资只有 $7M 种子，按收录标准偏低，因你点名而收。" }, { "name": "Fly.io", "group": "r5", "url": "https://fly.io", "founded": 2017, "desc": "老牌应用托管平台转做「agent 的电脑」Sprites", "total_raised": "累计融资约 $136M（PitchBook 口径，含 2026-07 D 轮 $25M）", "funding": [ { "date": "2026-07", "round": "D 轮", "amount": "$25M", "lead": "Dell Technologies Capital、Intel Capital", "src": "https://www.axios.com/pro/enterprise-software-deals/2026/07/24/flyio-intel-dell-agentic-ai" } ], "key_data": [ { "k": "生产客户（组织）", "v": "3.7 万+", "date": "2026-07", "src": "https://www.delltechnologiescapital.com/resources/doubling-down-on-fly-io" }, { "k": "agent 原生客户", "v": "8,000+", "date": "2026-07", "src": "https://www.delltechnologiescapital.com/resources/doubling-down-on-fly-io" }, { "k": "CEO 更替", "v": "Docker 前 CEO Scott Johnston 接任", "date": "2026-07", "src": "https://fly.io/blog/kurt-scott-money-sprites/" }, { "k": "新 CEO", "v": "Scott Johnston（前 Docker CEO）", "date": "2026-07", "src": "https://www.globenewswire.com/fr/news-release/2026/07/24/3332949/0/en/fly-io-doubles-down-on-computers-for-agents-with-25m-to-deliver-the-next-generation-of-ai-infrastructure.html" } ], "note": "Sprites 2026-01 推出：持久化 Firecracker VM，闲置不计费。D 轮 a16z、EQT 等跟投，Martin Casado 进董事会。估值、收入未公布；更早轮次未逐一核实，故未列累计融资。 D 轮估值未披露；Latka 的「收入 $11.2M」来源不明，未采用。" }, { "name": "Northflank", "group": "s1", "url": "https://northflank.com", "hq": "伦敦", "founded": 2019, "desc": "通用容器平台，带 microVM 沙箱，可部署进客户的云", "total_raised": "累计融资约 $22–25M（各家口径不一）", "funding": [ { "date": "2024-11", "round": "A 轮", "amount": "$16M", "lead": "Bain Capital Ventures", "src": "https://www.cbinsights.com/company/northflank" } ], "key_data": [ { "k": "CPU 单价", "v": "$0.01667 / vCPU·小时", "date": "2026-04", "src": "https://northflank.com/blog/best-agent-cloud-platforms" }, { "k": "新功能 Harnesses（托管跑 Claude Code / Codex 等）", "v": "上线", "date": "2026-09", "src": "https://northflank.com/changelog/august-and-september-2026" } ], "customers": [ "Sentry", "CoreWeave" ], "note": "「每月 200 万个 microVM」只有第三方说，没用。A 轮之后没找到新融资。客户名来自第三方整理，未在官方页面逐一核实。" }, { "name": "Together Code Sandbox", "group": "s1", "url": "https://www.together.ai/code-sandbox", "hq": "旧金山（CodeSandbox 原在阿姆斯特丹）", "founded": 2017, "desc": "Together AI 产品线：CodeSandbox 改成的 agent 沙箱", "total_raised": null, "funding": [], "key_data": [ { "k": "加入 Together AI", "v": "2024-12-12", "date": "2024-12", "src": "https://x.com/codesandbox/status/1867233569732731030" }, { "k": "npm 月下载（@codesandbox/sdk）", "v": "31 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@codesandbox/sdk" } ], "customers": [ "Blackbox AI" ], "owner": "CodeSandbox 被 Together AI 收购，2024-12，金额未披露", "chinese_team": { "lv": "cofounder", "who": "张策（Ce Zhang）· 母公司 Together AI 联合创始人兼 CTO", "why": "这是 Together AI 的产品线；Together AI 联创兼 CTO 张策北大数学系本科（C114 报道）", "src": "https://www.c114.net.cn/industry/96133.html", "by": "", "o": "cn" }, "product_line_of": "Together AI", "note": "CodeSandbox 收购前融过约 $15M（种子 $2.4M + A 轮 $12.7M，EQT Ventures 领投，B 级来源）。估值是 Together AI 全公司的。没公布 agent 用量；老 SDK 已标 deprecated，新接口叫 together-sandbox。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Together AI 投后 $8.3B。" }, { "name": "Ona", "group": "s1", "url": "https://ona.com", "hq": "德国基尔", "founded": 2020, "desc": "原 Gitpod，改做可跑在企业自有云里的 agent 长时环境", "total_raised": "累计融资约 $41M（聚合站口径，2020–2022 三轮）", "funding": [ { "date": "2022-11", "round": "A 轮", "amount": "$25M", "lead": "Tom Preston-Werner（GitHub 创始人）", "src": "https://www.businesswire.com/news/home/20221103005613/en/" }, { "date": "2026-06", "round": "被 OpenAI 收购（2026-08-10 交割）", "amount": "未披露", "lead": "OpenAI", "post": "", "src": "https://thenextweb.com/news/openai-acquires-ona-codex" } ], "key_data": [ { "k": "服务过的开发者", "v": "200 万", "date": "2026-06", "src": "https://aimmediahouse.com/enterprise-ai/openai-to-acquire-ona-for-persistent-enterprise-ai-agents" }, { "k": "团队规模", "v": "79 人", "date": "2026-06", "src": "https://www.cio.com/article/4184655/openai-buys-ona-to-help-rein-in-ai-agents-2.html" } ], "owner": "被 OpenAI 收购（2026-06-11 宣布，金额未披露，需监管审批）", "note": "2025-09 由 Gitpod 改名 Ona。并入 Codex，做长时运行和客户自有云执行。有德国媒体估 4.5–5 亿欧元，仅单一来源，未列。 团队并入 OpenAI Codex。" }, { "name": "Amazon Bedrock AgentCore", "group": "h1", "url": "https://aws.amazon.com/bedrock/agentcore/", "hq": "西雅图", "founded": 2025, "desc": "AWS 产品线：agent 运行时 + 代码解释器 + 浏览器", "total_raised": null, "funding": [], "key_data": [ { "k": "正式发布（GA）", "v": "2025-10-13", "date": "2025-10", "src": "https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available" }, { "k": "AgentCore SDK 下载", "v": "100 万+", "date": "2025-10", "src": "https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available" } ], "owner": "Amazon（AWS）产品线", "product_line_of": "AWS", "note": "大云厂商自建沙箱的代表；同类还有 Azure Container Apps Dynamic Sessions、Google Cloud Run sandboxes。没公布沙箱用量。" }, { "name": "Tigris", "group": "s2", "url": "https://www.tigrisdata.com", "founded": 2021, "desc": "兼容 S3 的全球分布式对象存储，零出口费，可秒级分叉桶给每个 agent 一份", "total_raised": "累计融资约 $32M（种子约 $6.9M + A 轮 $25M；PitchBook 记 $39.2M）", "funding": [ { "date": "2025-10", "round": "A 轮", "amount": "$25M", "lead": "Spark Capital", "src": "https://www.tigrisdata.com/blog/series-a/" } ], "key_data": [ { "k": "存储桶数", "v": "1,000 万+", "date": "2026-10", "src": "https://www.tigrisdata.com/" }, { "k": "存储量", "v": "50PB+", "date": "2026-10", "src": "https://www.tigrisdata.com/" }, { "k": "客户数", "v": "约 4,000", "date": "2025-10", "src": "https://www.digitaltoday.co.kr/news/articleView.html?idxno=596269" } ], "customers": [ "fal", "Krea", "Hedra" ], "note": "团队来自 Uber 存储平台，自建硬件机房。官网数字没有标日期，按抓取时间记。客户数 4,000 来自韩国媒体转述 SiliconANGLE。a16z 是老股东。" }, { "name": "Amazon S3 Files", "group": "s2", "url": "https://aws.amazon.com/s3/", "hq": "西雅图", "founded": 2026, "desc": "AWS 产品线：把 S3 桶挂成文件系统给 agent 读写", "total_raised": null, "funding": [], "key_data": [ { "k": "发布", "v": "2026-04，34 个区域可用", "date": "2026-04", "src": "https://venturebeat.com/data/amazon-s3-files-gives-ai-agents-a-native-file-system-workspace-ending-the" }, { "k": "AgentCore Runtime 支持挂载 S3 Files", "v": "上线", "date": "2026-05", "src": "https://aws.amazon.com/jp/about-aws/whats-new/2026/05/amazon-bedrock-agentcore-runtime/" } ], "owner": "Amazon（AWS）产品线", "product_line_of": "AWS", "note": "底层用 EFS 做缓存。AWS 说是因为内部团队用 Kiro、Claude Code 时 agent 默认用本地文件、数据却在 S3 才做的。和 Archil 正面重叠。没公布用量。" }, { "name": "Cloudflare Artifacts", "group": "r6", "url": "https://developers.cloudflare.com/artifacts/", "hq": "旧金山", "founded": 2026, "desc": "Cloudflare 产品线：兼容 Git 的存储，每个 agent 一个仓库", "total_raised": null, "funding": [], "key_data": [ { "k": "私测发布", "v": "2026-04-16", "date": "2026-04", "src": "https://developers.cloudflare.com/changelog/post/2026-04-16-artifacts-now-in-beta/" }, { "k": "设计容量", "v": "可建数千万个仓库", "date": "2026-04", "src": "https://developers.cloudflare.com/changelog/post/2026-04-16-artifacts-now-in-beta/" } ], "owner": "Cloudflare（纽交所上市：NET）产品线", "product_line_of": "Cloudflare", "note": "「数千万个仓库」是设计能力，不是实际用量；没公布用量。和 Mesa、Pierre 的「给 agent 的 Git」重叠。" }, { "name": "Entire", "group": "r6", "url": "https://entire.io", "hq": "远程（创始人在西雅图贝尔维尤）", "founded": 2025, "desc": "GitHub 前 CEO 创办，把 agent 推理随代码一起存版本", "valuation": { "v": "$300M", "date": "2026-02", "kind": "种子轮估值（公司公告）", "src": "https://entire.io/news/former-github-ceo-thomas-dohmke-raises-60-million-seed-round" }, "total_raised": "累计融资 $60M", "funding": [ { "date": "2026-02", "round": "种子轮", "amount": "$60M", "lead": "Felicis", "post": "$300M", "src": "https://entire.io/news/former-github-ceo-thomas-dohmke-raises-60-million-seed-round" } ], "key_data": [ { "k": "团队规模", "v": "15 人", "date": "2026-02", "src": "https://entire.io/news/former-github-ceo-thomas-dohmke-raises-60-million-seed-round" } ], "note": "首个产品是开源 CLI Checkpoints，每次 Git 提交时记录 agent 的提示词和推理。更偏「给 agent 的版本控制」，归文件系统 / 状态存储一栏需你确认。成立年份按创始人 2025-08 离开 GitHub 推算。" }, { "name": "Pierre", "group": "r6", "url": "https://code.storage", "hq": "旧金山", "founded": 2023, "desc": "Code Storage：给 agent 规模用的 Git 存储和会话快照", "total_raised": "已披露 A 轮 $22M（CRV、01A；另有 YC W23 投资，金额未披露）", "funding": [ { "date": "2025-11", "round": "A 轮", "amount": "$22M", "lead": "CRV、01A", "src": "https://code.storage/changelog/funding" } ], "key_data": [ { "k": "转向 Code Storage", "v": "2026 年初暂停原 Git 平台注册", "date": "2026", "src": "https://seedtable.com/companies/pierre" } ], "note": "公司全称 Pierre Computer Company，YC W23，创始人 Jacob Thornton（Bootstrap 作者之一）、Ian Ownbey。公告只写「Series A with CRV and 01A」，金额 $22M 见公告标题。没公布用量。" }, { "name": "Neon", "group": "s3", "url": "https://neon.com", "founded": 2021, "desc": "可分支、按秒计费的 Postgres，AI 平台后台批量开库", "valuation": { "v": "~$1B", "date": "2025-05", "kind": "收购价（Databricks 发言人向媒体确认，官方新闻稿未写）", "src": "https://www.thestack.technology/databricks-just-bought-a-baby-postgres-provider-for-1-billion/" }, "revenue": { "v": "$100M+", "date": "2026-08", "kind": "公司自报（Databricks 披露的 Lakebase 年化收入）", "src": "https://www.crn.com/news/ai/2026/databricks-raises-5b-in-latest-funding-round-discloses-latest-financial-performance-stats" }, "total_raised": "被收购前累计融资约 $1.3 亿", "funding": [ { "date": "2022-07", "round": "A-1 轮", "amount": "$30M", "lead": "GGV Capital", "src": "https://neon.com/blog/funding-a1" }, { "date": "2023-08", "round": "B 轮", "amount": "$46M", "lead": "Menlo Ventures", "src": "https://x.com/nikitabase/status/1686364438872616961" }, { "date": "2024-08", "round": "战略投资", "amount": "$25.6M", "lead": "微软 M12", "src": "https://x.com/nikitabase/status/1821177232037134635" } ], "key_data": [ { "k": "AI agent 建的库占比", "v": "80%+", "date": "2025-05", "src": "https://neon.com/blog/neon-and-databricks" }, { "k": "Lakebase（基于 Neon）在 AWS 正式发布", "v": "2026-02-03", "date": "2026-02", "src": "https://www.databricks.com/blog/databricks-lakebase-generally-available" } ], "customers": [ "Replit", "Vercel（v0）" ], "owner": "被 Databricks 收购，2025-05，报道约 $10 亿", "note": "现为 Databricks Lakebase 的内核，Neon 品牌和文档仍在；2026-09 补齐登录、存储、函数，变成和 Supabase 同类的一整套后端。Sacra 估 2025-05 ARR 约 $25M，未找到可引用原文，未列。 这是 Databricks 的 Lakebase（收购 Neon 后做的 Postgres 产品）口径，不是 Neon 独立收入。" }, { "name": "Turso", "group": "s3", "url": "https://turso.tech", "founded": 2021, "desc": "云上 SQLite，给每个用户、每个 agent 各开一个库", "total_raised": "累计融资约 $7M（2022 种子轮，Norwest 领投）", "funding": [ { "date": "2026-10", "round": "被 Supabase 收购", "amount": "未披露", "lead": "Supabase", "post": "", "src": "https://pulse2.com/supabase-raises-150-million-and-acquires-turso/" } ], "key_data": [ { "k": "被 Supabase 收购", "v": "2026-10-02", "date": "2026-10", "src": "https://turso.tech/blog/turso-is-joining-supabase" } ], "customers": [ "Superhuman", "Mastra" ], "owner": "被 Supabase 收购，2026-10-02，金额未披露", "note": "前身 ChiselStrike，2022 年种子轮约 $7M（Norwest 领投，B 级来源）；A 轮 $26M 只见聚合站转述，不要用。创始人 Glauber Costa 加入 Supabase 任 Head of Agentic Services。收购后产品继续运营。 创始人 Glauber Costa 任 Supabase Head of Agentic Services。" }, { "name": "Upstash", "group": "s3", "url": "https://upstash.com", "founded": 2021, "desc": "按次计费 Redis 与队列，另有 Context7 和 agent 云电脑", "revenue": { "v": "$1M", "date": "2024-02", "kind": "年化 / 公司向媒体提供（之后未再公布）", "src": "https://techcrunch.com/2024/02/08/upstashs-serverless-data-platform-hits-arr-of-1m-just-two-years-after-seed-funding" }, "total_raised": "累计融资约 $11.9M（种子 $1.9M + A 轮 $10M）", "funding": [ { "date": "2024-02", "round": "A 轮", "amount": "$10M", "lead": "a16z", "src": "https://upstash.com/blog/story-of-upstash" } ], "key_data": [ { "k": "每周 Redis 命令", "v": "1,600 亿", "date": "2026-10", "src": "https://upstash.com" }, { "k": "Context7 月 MCP 调用", "v": "1,000 万+", "date": "2026-09", "src": "https://x.com/enesakar/status/2107534354385940726" }, { "k": "npm 月下载（@upstash/redis）", "v": "2,043 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@upstash/redis" } ], "customers": [ "Vercel（Vercel KV 迁移）" ], "note": "2024-12 起 Vercel KV 全部迁到 Upstash。npm 下载近一半随限流包一起装，不等于用户数。联合创始人 Enes Akar 2026-01 把简介里的 CEO 划掉，现任 CEO 未查到。" }, { "name": "Firebase", "group": "s3", "url": "https://firebase.google.com", "hq": "加州山景城", "founded": 2011, "desc": "Google 产品线：Firestore 加登录，AI Studio 默认后端", "total_raised": null, "funding": [], "key_data": [ { "k": "每月活跃应用（最后一次公布）", "v": "250 万+", "date": "2020-10", "src": "https://firebase.blog/posts/2020/10/whats-new-at-firebase-summit-2020" }, { "k": "AI Studio 自动开 Firestore + Firebase Auth", "v": "上线", "date": "2026-03", "src": "https://blog.google/innovation-and-ai/technology/developers-tools/full-stack-vibe-coding-google-ai-studio/" }, { "k": "Firebase Studio 一个多月建的工作区", "v": "150 万+", "date": "2025-05", "src": "https://firebase.blog/posts/2025/05/whats-new-at-google-io" } ], "owner": "被 Google 收购，2014-10，金额未披露", "product_line_of": "Google", "note": "Google 2020 年后不再公布 Firebase 应用数。Firebase Studio 已宣布 2027-03-22 关停，核心服务继续。2026-04 把 Data Connect 改名 SQL Connect（Postgres）。" }, { "name": "Temporal", "group": "o1", "url": "https://temporal.io", "hq": "西雅图", "founded": 2019, "desc": "开源「持久执行」平台：agent 和长任务崩溃后从断点接着跑，能连跑数天到数月", "valuation": { "v": "$12.55B", "date": "2026-09", "kind": "E 轮估值（公司公告）", "src": "https://temporal.io/blog/temporal-raises-usd550m-series-e-at-usd12-55b-valuation-ai" }, "revenue": { "v": "$250M+", "date": "2026-09", "kind": "年化 / 公司自报（同比 +200% 以上）", "src": "https://am.gs.com/en-se/advisors/news/press-release/2026/temporal-raises-550m-ai-infrastructure-demand" }, "total_raised": "累计融资约 $1.2B（含 2026-09 E 轮 $550M）", "funding": [ { "date": "2026-02", "round": "D 轮", "amount": "$300M", "lead": "a16z", "post": "$5B 投后", "src": "https://temporal.io/blog/temporal-raises-usd300m-series-d-at-a-usd5b-valuation" }, { "date": "2026-09", "round": "E 轮", "amount": "$550M", "lead": "Lightspeed", "post": "$12.55B", "src": "https://temporal.io/blog/temporal-raises-usd550m-series-e-at-usd12-55b-valuation-ai" } ], "key_data": [ { "k": "付费客户", "v": "4,300+", "date": "2026-09", "src": "https://am.gs.com/en-se/advisors/news/press-release/2026/temporal-raises-550m-ai-infrastructure-demand" }, { "k": "Temporal Cloud 月处理动作", "v": "1.9 万亿+（同比 +350%）", "date": "2026-08", "src": "https://am.gs.com/en-se/advisors/news/press-release/2026/temporal-raises-550m-ai-infrastructure-demand" }, { "k": "净收入留存（NDR）", "v": "200%+", "date": "2026-09", "src": "https://am.gs.com/en-se/advisors/news/press-release/2026/temporal-raises-550m-ai-infrastructure-demand" }, { "k": "开源安装量", "v": "4,300 万（8 月）", "date": "2026-08", "src": "https://am.gs.com/en-se/advisors/news/press-release/2026/temporal-raises-550m-ai-infrastructure-demand" } ], "note": "七个月估值从 $5B 到 $12.55B。Dealroom 写成 $8.12B 估值，与公司公告不符，以公司为准。属于「状态 / 工作流后端」，不是数据库。" }, { "name": "Inngest", "group": "o1", "url": "https://www.inngest.com", "hq": "旧金山", "founded": 2021, "desc": "写在代码里的持久工作流，自带 AgentKit 跑多步 agent", "total_raised": "累计融资约 $30M（第三方合计）", "funding": [ { "date": "2025-09", "round": "A 轮", "amount": "$21M", "lead": "Altimeter", "src": "https://www.inngest.com/blog/announcing-inngest-series-a" } ], "key_data": [], "customers": [ "SoundCloud", "Tripadvisor", "Contentful", "Day.ai" ], "note": "a16z、Notable、Guillermo Rauch 跟投。「每天 1 亿+ 次执行」只见第三方介绍页，未列。和 Temporal 正面竞争，但不需要自己运维 worker。" }, { "name": "Restate", "group": "o1", "url": "https://restate.dev", "hq": "柏林 / 旧金山", "founded": 2022, "desc": "Flink 原班人马做的持久执行运行时，管 agent 状态与重试", "total_raised": "累计融资 $27M", "funding": [ { "date": "2026-09", "round": "A 轮", "amount": "$20M", "lead": "Singular", "src": "https://restate.dev/blog/announcing-series-a" } ], "key_data": [], "customers": [ "Replit" ], "note": "Redpoint、Capital One Ventures 跟投。CEO Stephan Ewen 说「最初不是为 agent 做的，碰巧完全对上」。只说签了多笔六、七位数合同，没给总收入。" }, { "name": "Trigger.dev", "group": "o1", "url": "https://trigger.dev", "hq": "伦敦", "founded": 2022, "desc": "开源 TypeScript 后台任务与 agent 工作流平台", "total_raised": "累计融资约 $18.5M（A 轮 $16M + 种子）", "funding": [ { "date": "2025-12", "round": "A 轮", "amount": "$16M", "lead": "Standard Capital", "src": "https://www.standardcap.com/changelog/post/trigger-dev-series-a-led-by-standard-capital" } ], "key_data": [ { "k": "月 agent 执行次数", "v": "2.5 亿+", "date": "2025-11", "src": "https://www.standardcap.com/changelog/post/trigger-dev-series-a-led-by-standard-capital" }, { "k": "agent 工作流占用量", "v": "90%+", "date": "2026-05", "src": "https://echai.ventures/podcasts/y-combinator-_y7siiS-V5A" } ], "customers": [ "icon.com" ], "note": "YC W23。月执行数是投资方转述公司数字。" }, { "name": "Cloudflare Agents（Durable Objects）", "group": "s3", "url": "https://developers.cloudflare.com/agents/", "hq": "旧金山", "desc": "Cloudflare 产品线：每个 agent 一个带存储的常驻对象", "total_raised": null, "funding": [], "key_data": [ { "k": "Artifacts（Git 版本化存储）同属 Durable Objects 之上", "v": "2026-04 私测", "date": "2026-04", "src": "https://developers.cloudflare.com/changelog/post/2026-04-16-artifacts-now-in-beta/" } ], "owner": "Cloudflare（纽交所上市：NET）产品线", "product_line_of": "Cloudflare", "note": "没公布 agent 用量，本轮只核实了产品存在；收不收由你定。" }, { "name": "NewCore", "group": "i1", "url": "https://newcore.com", "hq": "特拉维夫 / 旧金山", "founded": 2025, "desc": "给企业用的新一代身份平台，把员工、机器和 AI agent 的身份放在一套系统里管", "valuation": { "v": "$300M", "date": "2026-06", "kind": "投后（TechCrunch、Jerusalem Post 报道）", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" }, "total_raised": "累计融资 $66M", "funding": [ { "date": "2026-06", "round": "种子 + 扩展（合计出隐身）", "amount": "$66M", "lead": "Cyberstarts（Index Ventures、Evolution Equity 跟投）", "post": "$300M 投后", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" } ], "key_data": [ { "k": "员工数", "v": "50+", "date": "2026-06", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" }, { "k": "付费客户 / 设计伙伴", "v": "<10 家客户，10+ 设计伙伴；计划 2026 夏季开始收费", "date": "2026-06", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" } ], "customers": [], "note": "已确认是做 agent 身份的以色列公司（CEO Zohar Alon，Dome9 创始人），与文章一致。$66M 的拆分各家说法不一：Globes 说是 $16M 种子 + $50M A 轮；TNW 说是 $16M pre-seed + 扩展种子；TechCrunch、SecurityWeek 统称种子轮。2026-09 前微软身份业务总裁 Joy Chik 加入董事会。天使含 Wiz CEO、Cyera CEO。" }, { "name": "Oasis Security", "group": "i1", "url": "https://www.oasis.security", "hq": "纽约 / 特拉维夫", "founded": 2022, "desc": "管理非人类身份（服务账号、密钥、AI agent）的访问权限，卖给大企业安全团队", "valuation": { "v": "$1B", "date": "2026-09", "kind": "收购价（Cyera 收购，现金为主 + 部分股票）", "src": "https://www.cyera.com/de/press-releases/cyera-completes-acquisition-of-oasis-security" }, "total_raised": "累计融资 $195M", "funding": [ { "date": "2024-01", "round": "种子 + A 轮（出隐身）", "amount": "$40M（$5M + $35M）", "lead": "Sequoia（Accel、Cyberstarts 跟）", "src": "https://techcrunch.com/2024/01/31/oasis-security-leaves-stealth-with-40m-to-lock-down-the-wild-west-of-non-human-identity-management/" }, { "date": "2024", "round": "A 轮扩展", "amount": "$35M", "lead": "未明确", "src": "https://cybersecurity-excellence-awards.com/candidates/oasis-security-2025/" }, { "date": "2026-03", "round": "B 轮", "amount": "$120M", "lead": "Craft Ventures（Cyberstarts、Sequoia、Accel 跟）", "post": "约 $700M（Globes 引市场消息）", "src": "https://en.globes.co.il/en/article-israeli-co-oasis-security-raises-120m-1001538093" } ], "key_data": [ { "k": "新增 ARR 同比", "v": "×5（公司自报）", "date": "2026-03", "src": "https://investor.wedbush.com/wedbush/article/accwirecq-2026-3-19-oasis-security-raises-120m-series-b-to-secure-the-rise-of-enterprise-ai-agents" }, { "k": "客户构成", "v": "多数为财富 500 强，「数十家」财富 500 强客户（公司自报）", "date": "2026-03", "src": "https://investor.wedbush.com/wedbush/article/accwirecq-2026-3-19-oasis-security-raises-120m-series-b-to-secure-the-rise-of-enterprise-ai-agents" } ], "customers": [ "Chipotle", "JLL", "Mercury Financial" ], "owner": "被 Cyera 收购，2026-07-28 宣布意向、2026-09-03 完成，约 $1B", "note": "B 轮 $700M 估值只是 Globes 引「市场消息」，公司没公布。A 轮扩展的具体月份没查到。客户名单来自 2024-01 出隐身时的报道，较旧。收购后作为 Cyera 内独立单元继续运营。 以色列 Globes 引述市场人士称 B 轮估值约 $700M，与现有 $1B 口径不一致；公司未公布估值" }, { "name": "Keycard", "group": "i1", "url": "https://www.keycard.ai", "hq": "旧金山", "founded": 2025, "desc": "给 AI agent 发身份和按任务授权，接入企业现有登录系统并记录 agent 每一步操作", "total_raised": "累计融资 $38M", "funding": [ { "date": "2025-10", "round": "种子 + A 轮（合并宣布出隐身）", "amount": "$38M（种子 $8M：a16z + Boldstart；A 轮 $30M：Acrew）", "lead": "a16z、Acrew Capital、Boldstart", "src": "https://www.keycard.ai/blog/the-federated-trust-fabric-for-the-agent-native-era/" } ], "key_data": [ { "k": "收购", "v": "收购 Anchor.dev，把身份管控扩到编码 agent 运行时", "date": "2026-02", "src": "https://www.keycard.ai/blog/keycard-acquires-anchor-dev/" } ], "customers": [], "note": "已确认是 keycard.ai（CEO Ian Livingstone，agent 身份），不是同名硬件 / 门禁公司。种子与 A 轮拆分来自 SecurityWeek 等媒体，官博只写合计 $38M。估值、收入、用量都没公布；2026 年只有 CRN、CB Insights AI 100、Redpoint InfraRed 100 等榜单消息，无新融资。" }, { "name": "Arcade.dev", "group": "i1", "url": "https://www.arcade.dev", "hq": "旧金山", "founded": 2024, "desc": "agent 的「安全执行层」：替 agent 按用户权限调用 8,000+ 工具，并做授权与审计", "total_raised": "累计融资 $72M+（另有 Cisco 扩展，金额未披露）", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$12M", "lead": "Laude Ventures", "src": "https://www.fenwick.com/insights/experience/fenwick-represents-arcade-in-12m-series-seed-funding" }, { "date": "2026-06", "round": "A 轮", "amount": "$60M", "lead": "SYN Ventures（Morgan Stanley、Wipro 战略投）", "src": "https://www.businesswire.com/news/home/20260615229631/en/Arcade-Raises-$60M-to-Become-the-Secure-Action-Layer-Behind-Every-Production-AI-Agent" }, { "date": "2026-09", "round": "A 轮扩展（战略）", "amount": "未披露", "lead": "Cisco Investments", "src": "https://www.arcade.dev/blog/cisco-investments-backs-arcade/" } ], "key_data": [ { "k": "工具调用量增长", "v": "半年 ×25（公司自报，未给绝对值）", "date": "2026-06", "src": "https://www.arcade.dev/blog/arcade-series-a/" }, { "k": "agent 可用工具数", "v": "8,000+", "date": "2026-06", "src": "https://www.finsmes.com/2026/06/arcade-raises-60m-in-series-a-funding.html" }, { "k": "收购", "v": "收购 MCP 注册与托管平台 Smithery", "date": "2026-08", "src": "https://finance.yahoo.com/technology/ai/articles/arcade-acquires-smithery-own-agent-002310806.html" } ], "customers": [], "note": "2026-08-05 收购 MCP 目录 Smithery（金额未披露）。公司自称写了 MCP 授权规范，只见于其新闻稿转述。估值未披露。" }, { "name": "Langfuse", "group": "e1", "url": "https://langfuse.com", "hq": "柏林", "founded": 2023, "desc": "开源的 LLM / agent 观测与评测平台：链路追踪、评测、提示词管理，可自托管", "total_raised": "累计融资约 $4.5M（据 CB Insights）", "funding": [ { "date": "2026-01", "round": "被 ClickHouse 收购", "amount": "未披露", "lead": "ClickHouse", "post": "", "src": "https://langfuse.com/blog/joining-clickhouse" } ], "key_data": [ { "k": "SDK 月安装量", "v": "2,600 万+", "date": "2025-12", "src": "https://www.storagenewsletter.com/2026/01/19/clickhouse-raises-400m-series-d-led-by-dragoneer-to-accelerate-expansion-across-analytics-and-ai-infrastructure/" }, { "k": "GitHub 星数", "v": "2 万+", "date": "2025-12", "src": "https://www.storagenewsletter.com/2026/01/19/clickhouse-raises-400m-series-d-led-by-dragoneer-to-accelerate-expansion-across-analytics-and-ai-infrastructure/" }, { "k": "付费客户", "v": "2,000+", "date": "2026-01", "src": "https://www.orrick.com/en/News/2026/01/Open-source-LLM-Observability-Langfuse-Acquired-by-ClickHouse-Inc" }, { "k": "大企业采用", "v": "19 家财富 50 强、63 家财富 500 强", "date": "2026-01", "src": "https://www.orrick.com/en/News/2026/01/Open-source-LLM-Observability-Langfuse-Acquired-by-ClickHouse-Inc" }, { "k": "Docker 拉取", "v": "600 万+", "date": "2026-01", "src": "https://www.orrick.com/en/News/2026/01/Open-source-LLM-Observability-Langfuse-Acquired-by-ClickHouse-Inc" } ], "customers": [], "owner": "被 ClickHouse 收购，2026-01-16（与 ClickHouse $400M D 轮同日宣布），金额未公开", "note": "成立年份：Orrick 写 2023，CB Insights 写 2022。投资方为 YC、Lightspeed、General Catalyst / La Famiglia；累计 $4.5M 只是聚合站数。Orrick 稿把星数写成「>2,000」，应为笔误，以 ClickHouse 稿「20K+」为准。收购后仍 MIT 开源、可自托管。 已被 ClickHouse 收购（与 ClickHouse $400M D 轮同日宣布），继续开源、可自托管；独立估值与收入不再单独披露" }, { "name": "Patronus AI", "group": "e1", "url": "https://www.patronus.ai", "hq": "旧金山", "founded": 2023, "desc": "做模拟网站和企业系统的「数字世界」环境，给前沿实验室测试和强化训练 agent", "valuation": { "v": "~$443M", "date": "2026-06", "kind": "聚合站估算（Forge 按 B 轮每股价推算的投后）", "src": "https://forgeglobal.com/patronus-ai_stock/" }, "total_raised": "累计融资 $70M", "funding": [ { "date": "2024-05", "round": "A 轮", "amount": "$17M", "lead": "Notable Capital（Lightspeed、Datadog 跟）", "src": "https://www.patronus.ai/announcements/patronus-ai-raises-17-million-to-detect-llm-mistakes-at-scale" }, { "date": "2026-06", "round": "B 轮", "amount": "$50M", "lead": "Greenfield Partners（Notable、Lightspeed、Datadog、Samsung 跟）", "src": "https://techcrunch.com/2026/06/25/patronus-ai-lands-50m-to-build-digital-worlds-that-stress-test-ai-agents/" } ], "key_data": [ { "k": "收入同比", "v": "×15（过去一年，未给绝对值）", "date": "2026-06", "src": "https://techcrunch.com/2026/06/25/patronus-ai-lands-50m-to-build-digital-worlds-that-stress-test-ai-agents/" } ], "customers": [], "note": "从「评测 LLM 出错」转向「给 agent 训练 / 测试用的模拟环境」（Digital World Models），目前覆盖软件工程和金融。Notable 合伙人称几乎所有前沿实验室都是客户，但未点名。估值未披露。" }, { "name": "Braintrust", "group": "e1", "url": "https://www.braintrust.dev", "hq": "旧金山", "founded": 2023, "desc": "AI 应用的评测与观测平台：线上链路追踪、跑评测、上线前拦住效果回退", "valuation": { "v": "$800M", "date": "2026-02", "kind": "投后（Axios 独家，CEO 确认）", "src": "https://www.axios.com/pro/enterprise-software-deals/2026/02/17/ai-observability-braintrust-80-million-800-million" }, "total_raised": "累计融资约 $121M", "funding": [ { "date": "2024-10", "round": "A 轮", "amount": "$36M", "lead": "a16z（Greylock、Elad Gil、Datadog、Databricks 跟）", "post": "约 $150M", "src": "https://www.finsmes.com/2024/10/braintrust-raises-36m-in-series-a-funding.html" }, { "date": "2026-02", "round": "B 轮", "amount": "$80M", "lead": "ICONIQ", "post": "$800M 投后", "src": "https://www.axios.com/pro/enterprise-software-deals/2026/02/17/ai-observability-braintrust-80-million-800-million" } ], "key_data": [ { "k": "客户付费", "v": "每家每年数万美元，部分超 $10 万（公司自报）", "date": "2024-10", "src": "https://www.forbes.com/sites/alexkonrad/2024/10/08/braintrust-ai-evals-raises-36-million-a16z/" } ], "customers": [ "Notion", "Stripe", "Airtable", "Instacart", "Brex", "Zapier" ], "note": "累计融资各聚合站不一（$116M–$124M），取约 $121M。收入未公布。A 轮估值 $150M 来自 Forbes 引知情人士（FinSMEs 写为投后）。" }, { "name": "WorkOS", "group": "i1", "url": "https://workos.com", "hq": "旧金山", "founded": 2019, "desc": "给 SaaS 和 AI 公司的企业级登录（SSO / SCIM）与 AuthKit，新增 agent 身份和 MCP 授权", "valuation": { "v": "$2B", "date": "2026-03", "kind": "投后（公司公布）", "src": "https://workos.com/blog/series-c" }, "revenue": { "v": "$30M+", "date": "2025-11", "kind": "ARR，创始人自报", "src": "https://x.com/grinich/status/1991944127911772626" }, "total_raised": "累计融资约 $195M–$198M（聚合站口径：CB Insights / PitchBook）", "funding": [ { "date": "2026-03", "round": "C 轮", "amount": "$100M", "lead": "Meritech、Sapphire", "post": "$2B", "src": "https://workos.com/blog/series-c" } ], "key_data": [ { "k": "接入的企业 SSO / SCIM 环境", "v": "10 万+", "date": "2026-04", "src": "https://x.com/grinich/status/2046628439634194880" }, { "k": "ARR（更早）", "v": "$20M，1,000+ 客户", "date": "2025-05", "src": "https://x.com/grinich/status/1929541260819444157" } ], "customers": [ "OpenAI", "Anthropic", "Cursor", "Perplexity", "xAI", "Vercel" ], "note": "B 轮 $80M（2022-06，Greenoaks）的 $525M 估值只见于聚合站，未收。2026-09 推出 Agent Auth，2026-05 发起 auth.md 协议。" }, { "name": "Clerk", "group": "i1", "url": "https://clerk.com", "hq": "旧金山", "founded": 2019, "desc": "面向开发者的登录与用户管理组件，C 轮后主攻 agent 身份", "total_raised": "累计融资约 $105M", "funding": [ { "date": "2024-01", "round": "B 轮", "amount": "$30M", "lead": "CRV（Stripe 参投）", "src": "https://clerk.com/blog/series-b" }, { "date": "2025-10", "round": "C 轮", "amount": "$50M", "lead": "Menlo Ventures 与 Anthropic 的 Anthology Fund", "src": "https://clerk.com/blog/series-c" } ], "key_data": [ { "k": "管理的用户数", "v": "2 亿+", "date": "2025-10", "src": "https://clerk.com/blog/series-c" }, { "k": "应用数", "v": "1.5 万+", "date": "2025-10", "src": "https://clerk.com/blog/series-c" } ], "customers": [], "note": "估值未披露。累计约 $105M = B 轮后累计 $55.5M + C 轮 $50M（我们加总）。" }, { "name": "Stytch", "group": "i1", "url": "https://stytch.com", "hq": "旧金山", "founded": 2020, "desc": "开发者登录 API，做远程 MCP 授权（Connected Apps）；现为 Twilio 的身份层", "valuation": { "v": "$104.1M", "date": "2025-11", "kind": "收购价（现金，Twilio 10-K）", "src": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/twlo-20251231.htm" }, "total_raised": "累计融资约 $126M（据 Sacra）", "funding": [ { "date": "2021-11", "round": "B 轮", "amount": "$90M", "lead": "Coatue", "post": "$1B", "src": "https://www.businesswire.com/news/home/20211118005294/en/Stytch-Closes-90-Million-in-Series-B-Funding-with-1-Billion-Valuation" }, { "date": "2025-11", "round": "被 Twilio 收购", "amount": "$104.1M", "lead": "Twilio", "post": "", "src": "https://news.futunn.com/hk/notice/306533992/twilio-10-k-fy2025-annual-report" } ], "key_data": [], "customers": [], "owner": "被 Twilio 收购，2025-11-14 交割，$104.1M 现金", "note": "收购价约为 2021 年估值的十分之一，低于累计融资；没有当事人解释原因，不要推断。 现有估值 $104.1M 实为 Twilio 10-K 披露的收购对价，不是融资估值" }, { "name": "Descope", "group": "i1", "url": "https://www.descope.com", "hq": "洛斯阿尔托斯 / 特拉维夫", "founded": 2022, "desc": "拖拽式搭建登录流程的身份平台，附带 Agentic Identity Hub 管 agent 与 MCP 授权", "valuation": { "v": "~$500M", "date": "2025-09", "kind": "聚合站估算（Caplight）", "src": "https://www.caplight.com/company/descope" }, "total_raised": "累计融资 $88M（仍是「种子」）", "funding": [ { "date": "2023-02", "round": "种子轮", "amount": "$53M", "lead": "Lightspeed、GGV（现 Notable）", "src": "https://en.globes.co.il/en/article-israeli-authentication-platform-descope-raises-53m-1001438495" }, { "date": "2025-09", "round": "种子扩展", "amount": "$35M", "lead": "Notable Capital（老股东）", "src": "https://www.new-techonline.com/2025/10/%D7%97%D7%91%D7%A8%D7%AA-descope-%D7%9E%D7%A8%D7%97%D7%99%D7%91%D7%94-%D7%92%D7%99%D7%95%D7%A1-%D7%90%D7%AA-%D7%92%D7%99%D7%95%D7%A1-%D7%94%D7%A1%D7%99%D7%93-%D7%9C-88-%D7%9E%D7%99%D7%9C%D7%99%D7%95/" } ], "key_data": [], "customers": [], "note": "有一个聚合站（fundbat）写 Descope 2026-06 完成 $120M B 轮、估值 $1.3B，但官方、媒体、PitchBook 都查不到，视为不可信，未收。估值未披露。" }, { "name": "Okta for AI Agents", "group": "i1", "url": "https://www.okta.com", "hq": "旧金山", "founded": 2009, "desc": "Okta 的产品线：发现、治理企业内的 AI agent 身份；Auth0 for AI Agents 面向开发者", "total_raised": null, "funding": [], "key_data": [ { "k": "新产品占总 bookings", "v": "30%（含 agent 产品，未单列）", "date": "2026-08", "src": "https://qz.com/okta-stock-surged-after-the-identity-security-company-beat-earnings-expectations" }, { "k": "AI 相关成单", "v": "「数十单」，含一单数百万美元医疗客户", "date": "2026-08", "src": "https://qz.com/okta-stock-surged-after-the-identity-security-company-beat-earnings-expectations" } ], "customers": [], "owner": "Okta（NASDAQ: OKTA）产品线；Auth0 于 2021-05 以约 $6.5B 被 Okta 收购", "product_line_of": "Okta", "note": "Okta for AI Agents 2026-04 GA（Q1 财报会），Q2 向所有客户开放；Auth0 for AI Agents 2025-11 GA。管理层此前称 agent 产品对收入「immaterial」。卡片里的收入是 Okta 整体，不能当 agent 业务收入。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Okta 全公司单季收入 $805M（FY2027 Q2）。" }, { "name": "CyberArk", "group": "i2", "url": "https://www.cyberark.com", "hq": "牛顿（马萨诸塞）/ 佩塔提克瓦", "founded": 1999, "desc": "特权访问管理老牌厂商，现为 Palo Alto 的身份支柱，扩展到机器和 AI agent 身份", "valuation": { "v": "$25B", "date": "2026-02", "kind": "收购价（现金 + 股票）", "src": "https://www.crn.com/news/security/2026/palo-alto-networks-completes-25b-acquisition-of-cyberark-for-identity-security-push" }, "total_raised": "上市公司，已被 Palo Alto Networks 以约 $25B 收购（2026-02 完成）", "funding": [ { "date": "2026-02", "round": "被 Palo Alto Networks 收购", "amount": "~$25B", "lead": "Palo Alto Networks", "post": "", "src": "https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-completes-acquisition-of-cyberark-to-secure-the-ai-era" } ], "key_data": [], "customers": [], "owner": "被 Palo Alto Networks 收购，2026-02-11 完成，约 $25B", "note": "大平台产品线，不是 agent 原生公司；收购理由之一是 agent 的特权身份。收购后仍单独销售。" }, { "name": "Astrix Security", "group": "i2", "url": "https://astrix.security", "hq": "纽约 / 特拉维夫", "founded": 2021, "desc": "发现和保护 API 密钥、服务账号、OAuth 令牌和 AI agent 等非人类身份", "valuation": { "v": "~$400M", "date": "2026-05", "kind": "收购价（Calcalist 报道，未官方披露）", "src": "https://www.lemondeinformatique.fr/actualites/lire-cisco-croque-la-start-up-en-securite-agentique-astrix-400-m%24-100119.html" }, "total_raised": "累计融资 $85M", "funding": [ { "date": "2024-12", "round": "B 轮", "amount": "$45M", "lead": "Menlo Ventures（Anthropic 的 Anthology Fund）", "src": "https://astrix.security/learn/news/astrix-raises-45m-series-b-to-redefine-identity-security-for-the-ai-era/" }, { "date": "2026-05", "round": "被 Cisco 收购", "amount": "~$400M（报道）", "lead": "Cisco", "post": "", "src": "https://www.lemondeinformatique.fr/actualites/lire-cisco-croque-la-start-up-en-securite-agentique-astrix-400-m%24-100119.html" } ], "key_data": [ { "k": "MCP 服务器用 OAuth 的比例（自家研究）", "v": "8.5%（5,200+ 个开源 MCP 服务器，53% 用静态密钥）", "date": "2025-10", "src": "https://astrix.security/learn/blog/state-of-mcp-server-security-2025" } ], "customers": [], "owner": "被 Cisco 收购，2026-05-04 宣布、2026-06-29 完成，金额未公开（报道约 $400M）", "note": "The Information 早先报 $250M–$350M，Calcalist 报约 $400M，Times of Israel 报 $300M–$400M，均非官方。 4 月 The Information 报道谈判价 $250M–$300M，最终报道约 $400M；收购前一轮估值据 PitchBook 约 $192M" }, { "name": "Aembit", "group": "i2", "url": "https://aembit.io", "hq": "银泉（马里兰）", "founded": 2021, "desc": "工作负载与 AI agent 的无密钥访问管理，按任务即时发放凭证，带 MCP 身份网关", "total_raised": "累计融资约 $45M", "funding": [ { "date": "2024-09", "round": "A 轮", "amount": "$25M", "lead": "Acrew Capital（Ballistic、Ten Eleven、Okta Ventures、CrowdStrike 跟）", "src": "https://www.finsmes.com/2024/09/aembit-raises-25m-in-series-a-funding.html" } ], "key_data": [], "customers": [ "Snowflake" ], "note": "Snowflake 作为客户来自 Aembit 官网首页案例（2026-10）。估值、收入未披露。" }, { "name": "Natoma", "group": "i1", "url": "https://natoma.app", "founded": 2024, "desc": "企业 MCP 网关：在工具调用层做身份、权限和审计，管 agent 能连什么、做什么", "valuation": { "v": "~$110M", "date": "2026-05", "kind": "收购价（Snowflake 10-Q 披露的约定对价，主要为股票）", "src": "https://content-archive.fast-edgar.com/20260529/A922K22CZ22282Z2222G224ZMOBD6A928282/R23.htm" }, "total_raised": null, "funding": [ { "date": "2026-05", "round": "被 Snowflake 收购", "amount": "~$110M", "lead": "Snowflake", "post": "", "src": "https://content-archive.fast-edgar.com/20260529/A922K22CZ22282Z2222G224ZMOBD6A928282/R23.htm" } ], "key_data": [ { "k": "收购宣布", "v": "Snowflake 宣布收购，并入 Cortex Agents", "date": "2026-05", "src": "https://www.snowflake.com/en/blog/snowflake-acquire-natoma-governed-agentic-access/" } ], "customers": [], "owner": "被 Snowflake 收购，2026-05-27 宣布、约 2026-06-03 交割，金额未公开", "note": "10-Q 里的约 $110M / $128.3M 只见于搜索摘要，未在原文定位，未写入。种子轮约 $7M 只见聚合站。官网域名为 natoma.app。总部未核实。 2026-05-24 签约、6 月完成；约 30% 股票对价附带归属条件；中文报道按公允价值记约 $1.28 亿" }, { "name": "Composio", "group": "t1", "url": "https://composio.dev", "hq": "旧金山 / 班加罗尔", "founded": 2023, "desc": "给 agent 接 1,600+ 应用的工具与认证层，代管 OAuth 令牌和权限", "total_raised": "累计融资 $29M", "funding": [ { "date": "2025-07", "round": "A 轮", "amount": "$25M", "lead": "Lightspeed", "src": "https://composio.dev/blog/series-a" } ], "key_data": [ { "k": "每周 agent 操作数", "v": "1 亿+（公司自报）", "date": "2026-10", "src": "https://composio.dev" }, { "k": "接入应用数", "v": "1,604", "date": "2026-10", "src": "https://x.com/composio/status/2109625466701447595" }, { "k": "增长（CTO 自述，指标未说明）", "v": "2026-01 以来 ×200", "date": "2026-10", "src": "https://x.com/KaranVaidya6/status/2108233856084230408" } ], "customers": [ "AWS", "Zoom", "Glean" ], "chinese_team": { "lv": "team", "who": "", "why": "Will 本人确认：团队里有他认识的中国朋友", "src": "", "by": "Will", "o": "x" }, "note": "严格说更偏「工具接入」，归入 Identity 是因为它卖的是替 agent 管第三方授权，和 Arcade 同类。客户名单来自 CTO 推文（见 data）。2026 年没查到新融资；Dealroom 等估值为模型估算，未收。" }, { "name": "Arize AI", "group": "e1", "url": "https://arize.com", "hq": "伯克利 / 米尔谷（加州）", "founded": 2020, "desc": "AI 与 agent 观测和评测平台，开源 Phoenix，面向大企业和 AI 原生团队", "valuation": { "v": "$915M", "date": "2026-08", "kind": "收购价（现金 + 股票，Dynatrace 公告）", "src": "https://www.nasdaq.com/articles/dynatrace-buy-arize-915-mln-cash-share" }, "total_raised": "累计融资约 $131M", "funding": [ { "date": "2025-02", "round": "C 轮", "amount": "$70M", "lead": "Adams Street Partners（M12、Datadog、PagerDuty 跟）", "src": "https://www.linkedin.com/posts/ubaidd_dynatrace-to-acquire-ai-observability-leader-activity-7493709998909206528-MpNp" }, { "date": "2026-08", "round": "被 Dynatrace 收购", "amount": "$915M（现金 + 股票）", "lead": "Dynatrace", "post": "", "src": "https://www.nasdaq.com/articles/dynatrace-buy-arize-915-mln-cash-share" } ], "key_data": [], "customers": [], "owner": "被 Dynatrace 收购，2026-08-13 签约、2026-10-01 完成，$915M", "note": "PitchBook 列有 2026-06 的 D 轮，但金额与出处未查到，未收。交割日 10-01 来自 Seedtable，未见官方稿。 2026-08-13 宣布，2026-10-01 完成；Dynatrace 称预计给 FY27 ARR 增速贡献约 200 个基点" }, { "name": "Galileo", "group": "e1", "url": "https://galileo.ai", "hq": "旧金山", "founded": 2021, "desc": "AI 评测与观测平台，给多 agent 系统做实时监控和护栏，现并入 Splunk", "total_raised": "累计融资约 $68M", "funding": [ { "date": "2024-10", "round": "B 轮", "amount": "$45M", "lead": "Scale Venture Partners（Databricks Ventures、ServiceNow、Citi 跟）", "src": "https://galileo.ai/blog/announcing-our-series-b" }, { "date": "2026-05", "round": "被 Cisco 收购", "amount": "未披露", "lead": "Cisco", "post": "", "src": "https://blogs.cisco.com/news/cisco-announces-the-intent-to-acquire-galileo" } ], "key_data": [ { "k": "收入增长（2024 年初至 B 轮）", "v": "+834%（公司自报）", "date": "2024-10", "src": "https://galileo.ai/blog/announcing-our-series-b" }, { "k": "产品现状", "v": "并入 Splunk，改名 Splunk Agent Observability", "date": "2026-08", "src": "https://befailproof.ai/answers/galileo-cisco-acquisition/" } ], "customers": [ "Comcast", "HP", "NTT", "Twilio", "ServiceTitan" ], "owner": "被 Cisco 收购，2026-04-09 宣布、2026-05-22 完成，金额未公开", "note": "并入 Cisco 的 Splunk Observability。不要和同名的 UI 设计 AI 公司混淆。 2026-04-09 宣布、05-22 完成，价格未披露" }, { "name": "LangSmith (LangChain)", "group": "e1", "url": "https://www.langchain.com", "hq": "旧金山", "founded": 2023, "desc": "LangChain 的付费产品：agent 的追踪、评测与部署平台，配合开源 LangChain / LangGraph", "valuation": { "v": "$1.25B", "date": "2025-10", "kind": "投后", "src": "https://valueaddvc.com/blog/langchain-valuation-2026-1-25b-ivp-led-series-b" }, "revenue": { "v": "$12M–16M", "date": "2025-07", "kind": "ARR，媒体估算（TechCrunch 引知情人士，指 LangSmith）", "src": "https://render.alipay.com/p/yuyan/180020010001268694/news.html?newsId=247795277" }, "total_raised": "累计融资约 $160M", "funding": [ { "date": "2025-10", "round": "B 轮", "amount": "$125M", "lead": "IVP（Sequoia、Benchmark、CapitalG、Sapphire 跟）", "post": "$1.25B", "src": "https://valueaddvc.com/blog/langchain-valuation-2026-1-25b-ivp-led-series-b" } ], "key_data": [ { "k": "LangSmith 日处理事件", "v": "10 亿+", "date": "2026-10", "src": "https://podscan.fm/podcasts/the-twenty-minute-vc-20vc-venture-capital-startup-funding-the-pitch/episodes/20vc-horizontal-vs-vertical-agents-who-wins-model-routing-commodity-or-increasing-in-value-the-future-of-the-inference-market-why-founders-should-take-discounts-for-tier-1-firms-with-harrison-chase-langchain" }, { "k": "财富 500 强覆盖", "v": "35%", "date": "2026-10", "src": "https://podscan.fm/podcasts/the-twenty-minute-vc-20vc-venture-capital-startup-funding-the-pitch/episodes/20vc-horizontal-vs-vertical-agents-who-wins-model-routing-commodity-or-increasing-in-value-the-future-of-the-inference-market-why-founders-should-take-discounts-for-tier-1-firms-with-harrison-chase-langchain" } ], "customers": [ "Klarna", "Rippling", "Replit" ], "product_line_of": "LangChain", "note": "融资、估值是 LangChain 公司整体，不只 LangSmith。B 轮的出处是二手汇总（valueaddvc），原始报道为 Fortune / SiliconANGLE，建议上屏前再用 LangChain 官博核一次。ARR 只有 2025 年中的媒体估算。" }, { "name": "Weights & Biases Weave", "group": "e1", "url": "https://wandb.ai", "hq": "旧金山", "founded": 2017, "desc": "W&B 的 LLM / agent 追踪与评测工具 Weave；W&B 本身是模型训练实验平台，现属 CoreWeave", "valuation": { "v": "~$1.7B", "date": "2025-03", "kind": "收购价（The Information 报道，官方未确认）", "src": "https://seedtable.com/exits/weights-and-biases" }, "total_raised": null, "funding": [], "key_data": [], "customers": [ "AstraZeneca", "NVIDIA" ], "owner": "被 CoreWeave 收购，2025-03-04 宣布、2025-05-05 完成，报道约 $1.7B", "product_line_of": "CoreWeave", "note": "大平台产品线，卡片按 W&B 整体写。2023 年融资时估值 $1.25B（Seedtable 转述）。" }, { "name": "Humanloop", "group": "e1", "url": "https://humanloop.com", "hq": "伦敦", "founded": 2020, "desc": "早期 LLM 提示词管理与评测平台；团队 2025 年并入 Anthropic，平台已关停", "total_raised": "累计融资约 $7.9M（据 PitchBook，种子两轮）", "funding": [ { "date": "2025-08", "round": "团队被 Anthropic 收编（acqui-hire）", "amount": "未披露", "lead": "Anthropic", "post": "", "src": "https://techcrunch.com/2025/08/13/anthropic-nabs-humanloop-team-as-competition-for-enterprise-ai-talent-heats-up/" } ], "key_data": [ { "k": "并入 Anthropic 人数", "v": "3 位联创 + 约 12 名工程师 / 研究员", "date": "2025-08", "src": "https://techcrunch.com/2025/08/13/anthropic-nabs-humanloop-team-as-competition-for-enterprise-ai-talent-heats-up/" } ], "customers": [ "Duolingo", "Gusto", "Vanta" ], "owner": "团队被 Anthropic 收编（acqui-hire），2025-08-13，未收购资产和知识产权，金额未公开", "note": "不满足融资门槛，因被 Anthropic 收编而收录，作为「模型公司自建评测」的例子。平台 2025-09-08 下线。 三位联合创始人和约十几名工程师加入 Anthropic，资产和知识产权不在交易内，Humanloop 平台已下线" }, { "name": "Judgment Labs", "group": "e1", "url": "https://www.judgmentlabs.ai", "hq": "旧金山", "founded": 2025, "desc": "从 agent 线上运行数据里找失败模式，自动生成评测和告警，帮团队持续改进 agent", "valuation": { "v": "~$175M", "date": "2026-05", "kind": "媒体报道（The Information，投后，公司未确认）", "src": "https://founderland.ai/articles/judgment-labs-raises-32m-for-ai-agent-monitoring-at-175m-val-mp3wxvmv" }, "total_raised": "累计融资 $32M", "funding": [ { "date": "2026-05", "round": "种子 + A 轮（合并宣布）", "amount": "$32M", "lead": "Lightspeed（两轮都领投）", "src": "https://www.businesswire.com/news/home/20260512621556/en/Judgment-Labs-Closes-$32M-in-Seed-and-Series-A-Funding-to-Build-the-Continuous-Improvement-Layer-for-AI-Agents" } ], "key_data": [], "customers": [], "note": "种子和 A 轮各自金额未拆分。估值、收入未披露。" }, { "name": "Arena", "group": "e1", "url": "https://arena.ai", "hq": "旧金山", "founded": 2025, "desc": "原 LMArena / Chatbot Arena：众包盲评排行榜，并向模型实验室和企业卖评测服务", "valuation": { "v": "$3.1B", "date": "2026-10", "kind": "投后", "src": "https://www.bloomberg.com/news/articles/2026-10-08/ai-model-evaluator-arena-valued-at-over-3-billion-in-round" }, "revenue": { "v": "$100M", "date": "2026-06", "kind": "年化 run-rate，公司自报（按用量计费，非订阅）", "src": "https://finance.yahoo.com/technology/ai/articles/popular-ai-leaderboard-arena-nearly-181945079.html" }, "total_raised": "累计融资约 $350M+（A 轮前另有种子轮）", "funding": [ { "date": "2026-01", "round": "A 轮", "amount": "$150M", "lead": "Felicis、UC Investments", "post": "$1.7B", "src": "https://mexicobusiness.news/cloudanddata/news/lmarena-hits-us17-billion-valuation-after-series-round" }, { "date": "2026-10", "round": "B 轮", "amount": "$200M", "lead": "Lightspeed、Khosla", "post": "$3.1B", "src": "https://www.bloomberg.com/news/articles/2026-10-08/ai-model-evaluator-arena-valued-at-over-3-billion-in-round" } ], "key_data": [ { "k": "年化收入（更早）", "v": "$30M", "date": "2026-01", "src": "https://finance.yahoo.com/technology/ai/articles/popular-ai-leaderboard-arena-nearly-181945079.html" }, { "k": "跟踪的模型数", "v": "1,000+", "date": "2026-10", "src": "https://www.finsmes.com/2026/10/arena-raises-200m-in-series-b-funding-at-3-1b-valuation.html" } ], "customers": [], "chinese_team": { "lv": "cofounder", "who": "江韦霖（Wei-Lin Chiang）· 联合创始人兼 CTO", "why": "台湾人，伯克利博士期间与 Anastasios Angelopoulos 一起做出 Chatbot Arena（风传媒报道称其为「台湾人开发的 AI 擂台」）", "src": "https://www.storm.mg/lifestyle/5289617", "by": "", "o": "tw" }, "note": "公司名 Arena Intelligence Inc.，官网 lmarena.ai 已跳转到 arena.ai。2023 年起源于 UC Berkeley 研究项目，2025 年成立公司。评测的是模型而非某家客户的 agent，归入 Evals 时注意口径不同。种子轮金额未核实，累计数只算 A+B。" }, { "name": "Exa", "group": "q1", "url": "https://exa.ai", "hq": "San Francisco", "founded": 2021, "desc": "自建网页索引的 AI 搜索 API，按次卖搜索、正文和深度研究给 agent 与开发者", "valuation": { "v": "$2.2B", "date": "2026-05", "kind": "C 轮估值（公司公布）", "src": "https://x.com/ExaAILabs/status/2057132080317042697" }, "revenue": { "v": "$100M+", "date": "2026-10", "kind": "年化 / 公司自报（CEO 推文）", "src": "https://x.com/WilliamBryk/status/2110058915589464192" }, "total_raised": "累计融资约 $357M", "funding": [ { "date": "2024-07", "round": "A 轮", "amount": "$17M", "lead": "Lightspeed", "src": "https://techcrunch.com/2024/07/16/exa-raises-17m-lightspeed-nvidia-ycombinator-google-ai-models/" }, { "date": "2025-09", "round": "B 轮", "amount": "$85M", "lead": "Benchmark", "post": "$700M 估值", "src": "https://x.com/ExaAILabs/status/1963262700123000947" }, { "date": "2026-05", "round": "C 轮", "amount": "$250M", "lead": "a16z", "post": "$2.2B 估值", "src": "https://x.com/ExaAILabs/status/2057132080317042697" } ], "key_data": [ { "k": "每月请求", "v": "20 亿次", "date": "2026-10", "src": "https://x.com/WilliamBryk/status/2110058915589464192" }, { "k": "使用团队", "v": "20 万+", "date": "2026-10", "src": "https://x.com/WilliamBryk/status/2110058915589464192" }, { "k": "客户公司 / 开发者", "v": "5,000+ 家 / 40 万+", "date": "2026-05", "src": "https://x.com/ExaAILabs/status/2057132082007302573" }, { "k": "索引网页", "v": "1,000 亿页+", "date": "2026-08", "src": "https://x.com/WilliamBryk/status/2088008949006217400" }, { "k": "SDK 月下载（npm exa-js + PyPI exa-py）", "v": "约 921 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/exa-js" }, { "k": "月请求量", "v": "20 亿次，服务 20 万+ 团队", "date": "2026-10", "src": "https://www.linkedin.com/posts/william-bryk_exa-just-passed-100m-in-annualized-revenue-activity-7515824833629143040-Pfvl" } ], "customers": [ "Cursor", "Cognition（Devin）", "HubSpot" ], "chinese_team": { "lv": "cofounder", "who": "Jeff Wang · 联合创始人", "why": "哈佛计算机本科，与 CEO Will Bryk 是室友；36氪称其为「华人天才极客」，量子位等中文媒体也称华人联合创始人（出生地未公开，按美籍华人看）", "src": "https://m.36kr.com/p/3105279829478919", "by": "", "o": "us" }, "note": "请求量只在 2026-10 公布过一次；客户口径在「公司 / 开发者 / 团队」之间换过，不能直接比倍数。收入为公司自报、口径未定义；Sacra 估 2025-09 年化约 $10M（第三方）。SDK 下载含大量 CI 装包，不等于用户数。" }, { "name": "Parallel Web Systems", "group": "q1", "url": "https://parallel.ai", "hq": "Palo Alto", "founded": 2023, "desc": "前推特 CEO Parag Agrawal 创办，自建索引，卖搜索、抓取和深度研究 API 给 agent", "valuation": { "v": "$2B", "date": "2026-04", "kind": "B 轮估值（公司公布）", "src": "https://x.com/paraga/status/2049510156665487514" }, "total_raised": "累计融资 $230M", "funding": [ { "date": "2024-01", "round": "种子轮", "amount": "$30M", "src": "https://techcrunch.com/2026/04/29/parallel-web-systems-hits-2b-valuation-five-months-after-its-last-big-raise/" }, { "date": "2025-11", "round": "A 轮", "amount": "$100M", "lead": "Kleiner Perkins、Index Ventures", "post": "$740M 估值", "src": "https://x.com/p0/status/1988729882793201734" }, { "date": "2026-04", "round": "B 轮", "amount": "$100M", "lead": "Sequoia", "post": "$2B 估值", "src": "https://parallel.ai/blog/series-b" } ], "key_data": [ { "k": "开发者", "v": "10 万+", "date": "2026-04", "src": "https://parallel.ai/blog/series-b" }, { "k": "SDK 月下载（npm + PyPI parallel-web）", "v": "约 399 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/parallel-web" }, { "k": "最低搜索价", "v": "$1 / 千次（Turbo / Fast 档）", "date": "2026-09", "src": "https://parallel.ai/pricing" } ], "customers": [ "Clay", "Harvey", "Notion", "Opendoor" ], "note": "公司从未公布请求量和收入；网上流传的「$100M ARR」「$25M ARR」都追不到出处。A 轮 $740M 估值来自 TechCrunch，金额来自公司帖。SDK 下载 85% 来自 uv（CI / 沙箱）。" }, { "name": "Firecrawl", "group": "q1", "url": "https://www.firecrawl.dev", "hq": "San Francisco", "founded": 2024, "desc": "开源的网页抓取 / 搜索 API，把网页转成干净的 markdown 和结构化数据给 agent", "valuation": { "v": "$80M", "date": "2025-08", "kind": "A 轮估值（联合创始人推文）", "src": "https://x.com/CalebPeffer/status/2001841915998957981" }, "total_raised": "累计融资约 $90M（A 轮 + B 轮，不含更早的 YC 等）", "funding": [ { "date": "2025-08", "round": "A 轮", "amount": "$14.5M", "lead": "Nexus Venture Partners", "post": "$80M 估值（创始人后来披露）", "src": "https://x.com/nickscamara_/status/1957824588970103193" }, { "date": "2026-09", "round": "B 轮", "amount": "$75M", "lead": "Smash Capital", "src": "https://x.com/firecrawl/status/2102426246235775068" } ], "key_data": [ { "k": "累计请求", "v": "50 亿次+", "date": "2026-10", "src": "https://www.firecrawl.dev/" }, { "k": "累计抓取网页", "v": "80 亿页+", "date": "2026-06", "src": "https://x.com/firecrawl/status/2062585632598237413" }, { "k": "开发者 / 公司", "v": "125 万+ / 15 万+", "date": "2026-06", "src": "https://x.com/firecrawl/status/2062585632598237413" }, { "k": "SDK 月下载（npm + PyPI，去重下限）", "v": "约 1,141 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@mendable/firecrawl-js" } ], "customers": [ "Zapier", "Shopify", "Replit" ], "note": "B 轮估值未披露（Form D 显示售出约 $82M 优先股）。$80M 是 A 轮估值，创始人说那是在大部分增长之前。「请求数」和「页数」是两个口径。收入 $20M+ 是按招聘页措辞换算的下限。 名单里的估值 $80M 疑似有误：2026-09 B 轮 $75M（Smash Capital 领投）未披露估值，第三方也称无确认估值。" }, { "name": "Tavily", "group": "q1", "url": "https://tavily.com", "hq": "New York", "founded": 2024, "desc": "给 agent 的实时搜索 / 抽取 API，LangChain 深度研究模板的默认搜索，现属 Nebius", "valuation": { "v": "$189M", "date": "2026-06", "kind": "收购对价（Nebius 财报记账；另有按 ARR 的对赌最多约 $67M；媒体曾报 $275M）", "src": "https://seekingalpha.com/filing/309606755" }, "revenue": { "v": "~$2.8M", "date": "2026-02", "kind": "媒体估算（收购时过去 12 个月收入，二手博客转述）", "src": "https://agentmarketcap.ai/blog/2026/07/23/nebius-acquires-tavily-agentic-search-neocloud-vertical-integration" }, "total_raised": "收购前累计融资 $25M", "funding": [ { "date": "2025-08", "round": "A 轮", "amount": "$20M（含种子共 $25M）", "lead": "Insight Partners、Alpha Wave Global", "src": "https://www.insightpartners.com/ideas/tavily-raises-25-million-to-power-the-internet-of-agents/" }, { "date": "2026-02", "round": "被 Nebius 收购", "amount": "$275M（对赌后最高 $400M）", "lead": "Nebius", "post": "", "src": "https://siliconangle.com/2026/02/10/ai-infrastructure-giant-nebius-buys-agentic-search-startup-tavily/" } ], "key_data": [ { "k": "每月请求", "v": "3 亿次+", "date": "2026-10", "src": "https://nebius.com/solutions/agentic-search" }, { "k": "开发者", "v": "300 万+", "date": "2026-10", "src": "https://nebius.com/solutions/agentic-search" }, { "k": "开发者（收购时）", "v": "100 万+", "date": "2026-02", "src": "https://nebius.com/newsroom/nebius-announces-agreement-to-acquire-tavily-to-add-agentic-search-to-its-ai-cloud-platform" }, { "k": "SDK 月下载（npm + PyPI）", "v": "约 1,220 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@tavily/core" } ], "customers": [ "IBM", "Cohere", "Groq", "Databricks", "JetBrains" ], "owner": "被 Nebius 收购，2026-02 宣布、02-19 交割，对价约 $1.89 亿（另有按 ARR 的对赌最多约 $6,700 万）", "note": "文章说调用量从 2026-04 月均 1.5 亿涨到 3 亿以上：3 亿+ 有 Nebius 官网可查；「4 月 1.5 亿」没找到公开原文（2026-03 前后第三方页面写的是「1 亿+ / 月」）。报道里的「$2.75 亿起、最多 $4 亿」和 SEC 文件对不上，以文件为准。Nebius 页面写 300 万+ 开发者，2026-08 财报会上说 250 万+。 双方未官方披露价格，$275M / $400M 来自以色列媒体 Calcalist。" }, { "name": "Skyfire", "group": "p1", "url": "https://skyfire.xyz", "hq": "San Francisco", "founded": 2022, "desc": "给 agent 发可验证身份和支付令牌（KYAPay），让商家识别并向 agent 收款", "total_raised": "公开累计融资 $9.5M", "funding": [ { "date": "2024-08", "round": "种子轮（Circle、Ripple、Gemini 等参投）", "amount": "$8.5M", "src": "https://www.theblock.co/post/322742/coinbase-ventures-and-a16zs-csx-bring-skyfires-total-funding-raised-to-9-5-million" }, { "date": "2024-10", "round": "战略投资", "amount": "$1M", "lead": "Coinbase Ventures、a16z CSX", "src": "https://www.theblock.co/post/322742/coinbase-ventures-and-a16zs-csx-bring-skyfires-total-funding-raised-to-9-5-million" } ], "key_data": [ { "k": "Visa Intelligent Commerce 沙盒伙伴", "v": "是（代 Consumer Reports 下单）", "date": "2025-12", "src": "https://www.linkedin.com/posts/jack-forestell_visa-and-partnershavecompleted-hundreds-activity-7408934472672432128-Cu0k" } ], "customers": [ "Consumer Reports" ], "note": "没有公布交易量、收入或 2025 年后的新融资；Okta Ventures 已投（金额未披露）。KYAPay 已提交 IETF 草案。种子轮领投方报道不一，以「累计 $9.5M」为准。" }, { "name": "Crossmint", "group": "p1", "url": "https://www.crossmint.com", "hq": "New York", "founded": 2022, "desc": "钱包、虚拟卡和稳定币支付一套 API，让 agent 能持币、刷卡、在链上和卡网络付款", "total_raised": "累计融资约 $23.6M+", "funding": [ { "date": "2025-03", "round": "A 轮", "amount": "$23.6M", "lead": "Ribbit Capital", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" } ], "key_data": [ { "k": "使用的公司和开发者", "v": "4 万+", "date": "2025-03", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" }, { "k": "订阅收入同比", "v": "+1,100%", "date": "2025-03", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" }, { "k": "支持链数", "v": "40+", "date": "2025-03", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" } ], "customers": [ "Adidas", "Red Bull" ], "note": "2026-09 入选 Mastercard Start Path 首期 Agentic Commerce 计划（加速器，非股权融资）；agent 支付产品 lobster.cash 接入 Mastercard Agent Pay。公司没有公布 agent 交易量。" }, { "name": "Catena", "group": "p1", "url": "https://catenalabs.com", "hq": "Boston", "founded": 2022, "desc": "Circle 联创 Sean Neville 创办，给 agent 开受监管的账户、额度和合规策略，要做「agent 的银行」", "total_raised": "累计融资约 $48M", "funding": [ { "date": "2025", "round": "种子轮", "amount": "$18M", "lead": "a16z crypto", "src": "https://fortune.com/2026/05/20/catena-labs-series-a-sean-neville-ai-native-bank/" }, { "date": "2026-05", "round": "A 轮", "amount": "$30M", "lead": "Acrew Capital、a16z crypto", "src": "https://fortune.com/2026/05/20/catena-labs-series-a-sean-neville-ai-native-bank/" } ], "key_data": [ { "k": "OCC 全国信托银行牌照申请", "v": "已获受理", "date": "2026-05", "src": "https://www.pymnts.com/artificial-intelligence-2/2026/circle-co-founder-raises-30-million-for-agentic-driven-finance/" } ], "note": "公司全名 Catena Labs，与文章「成为 Agent 的银行」的描述一致。A 轮估值未披露。支付层 ACK-Pay 支持卡、ACH、电汇、稳定币和 x402。" }, { "name": "Paid", "group": "p1", "url": "https://paid.ai", "hq": "London", "founded": 2025, "desc": "Outreach 创始人 Manny Medina 创办，帮 agent 公司按结果计量、定价和开账单", "valuation": { "v": "$100M+", "date": "2025-09", "kind": "报道（TechCrunch 引知情人士）", "src": "https://techcrunch.com/2025/09/28/paid-the-ai-agent-results-based-billing-startup-from-manny-medina-raises-huge-21m-seed/" }, "total_raised": "累计融资 $33.3M", "funding": [ { "date": "2025-03", "round": "Pre-seed", "amount": "€10M", "lead": "EQT Ventures、Sequoia", "src": "https://techcrunch.com/2025/09/28/paid-the-ai-agent-results-based-billing-startup-from-manny-medina-raises-huge-21m-seed/" }, { "date": "2025-09", "round": "种子轮", "amount": "$21.6M", "lead": "Lightspeed", "post": "$100M+ 估值（报道）", "src": "https://techcrunch.com/2025/09/28/paid-the-ai-agent-results-based-billing-startup-from-manny-medina-raises-huge-21m-seed/" } ], "key_data": [], "note": "名字有歧义：此处是 paid.ai（Manny Medina 的结果计费公司），与文章「从计量与商业化切入、以结果为导向的计费」一致。没有公布收入和客户数。" }, { "name": "Viktor", "group": "c1", "url": "https://viktor.com", "hq": "Warsaw / Munich", "founded": 2023, "desc": "住在 Slack 和 Teams 里的 AI 员工，接公司几千个工具，替团队做报表、跟进和自动化", "valuation": { "v": "$450M", "date": "2026-05", "kind": "聚合站估算（Latka，A 轮）", "src": "https://getlatka.com/companies/viktor" }, "revenue": { "v": "$20M+", "date": "2026-06", "kind": "公司自报（CEO 在 X 发文称 ARR 破 $20M，经二手转述）", "src": "https://pasqualepillitteri.it/en/news/5358/viktor-microsoft-teams-20m-arr" }, "total_raised": "累计融资约 $75M+（另有早期天使轮，金额未披露）", "funding": [ { "date": "2026-05", "round": "A 轮", "amount": "$75M", "lead": "Accel", "src": "https://www.finsmes.com/2026/05/viktor-raises-75m-series-a-funding.html" } ], "key_data": [ { "k": "安装团队", "v": "1.2 万+", "date": "2026-05", "src": "https://thenextweb.com/news/viktor-75-million-series-a-accel-ai-coworker-slack-teams" }, { "k": "可连接工具", "v": "3,000+（官网后改称 9,800+）", "date": "2026-05", "src": "https://viktor.com/blog/viktor-series-a" } ], "customers": [ "Highgarden Holdings", "Authority Makers", "Como Business Coaching" ], "note": "A 轮估值未披露（TNW 明确写未披露）；Latka 的「$450M 估值 / $24M ARR」和二手报道的「$20M ARR、3 万家公司」没有一手出处。Claude Tag 2026-06 上线后被视为直接对手。 Latka 另称 2026-09 收入 $50M（引 X），未找到一手出处，没采用；Dealroom 只给 $10–50M 区间。" }, { "name": "Raft", "group": "c1", "url": "https://raft.build", "founded": 2025, "desc": "人和 agent 同在一个频道协作的工作空间，agent 有持久身份和记忆，跑在用户自己的机器上", "total_raised": null, "funding": [], "key_data": [ { "k": "公开上线（前身 Slock）", "v": "2026-03-04", "date": "2026-03", "src": "https://earlyterms.com/term/slock" }, { "k": "Raft 1.0 发布", "v": "2026-07", "date": "2026-07", "src": "https://www.testingcatalog.com/raft-1-0-puts-ai-agents-in-team-mode/" } ], "owner": "Botiverse, Inc. 的产品", "chinese_team": { "lv": "founder", "who": "钱宇超（Richard Qian）· 创始人兼 CEO", "why": "上海交大软件学院硕士（IPADS 实验室），此前在月之暗面负责 Kimi CLI，也是开源 QQ 机器人框架 NoneBot 作者", "src": "https://ipads.se.sjtu.edu.cn/zh/pub/members/yuchao_qian/", "by": "", "o": "cn" }, "note": "名字有歧义：同名还有做物流 AI 的 Raft（raft.ai，前 Vector.ai，伦敦）。按「Context：让 Agent 理解组织与工作流」判断应是 raft.build（Botiverse），但无法从原文确认，原文正文没有提到 Raft。创始人钱宇超（RC）曾在月之暗面负责 Kimi CLI，团队背景偏中国，总部未公开，需要确认是否符合「不收中国大陆公司」。创始人 2026-09 说融资拿得比需要的多，金额未披露；没有可信的用户数（网传「2 万用户」出自推广帖）。" }, { "name": "Claude Tag", "group": "c1", "url": "https://claude.com/docs/claude-tag/overview", "hq": "San Francisco", "desc": "Anthropic 的数字员工产品：在 Slack 频道里 @Claude 派活，它记住频道上下文并异步干完", "total_raised": null, "funding": [], "key_data": [ { "k": "发布（Team / Enterprise 测试版）", "v": "2026-06-23", "date": "2026-06", "src": "https://www.techrepublic.com/de/article/news-anthropic-claude-tag-ai-agent-slack/" }, { "k": "Anthropic 内部产品工程 PR 由它提交的比例", "v": "65%", "date": "2026-07", "src": "https://simonwillison.net/2026/Jul/21/cat-and-thariq/" }, { "k": "旧「Slack 中的 Claude」全部切换", "v": "2026-08-03", "date": "2026-08", "src": "https://support.claude.com/zh-CN/articles/15594475-%E4%BB%80%E4%B9%88%E6%98%AF-claude-tag" } ], "owner": "Anthropic 的产品线", "product_line_of": "Anthropic", "note": "65% 是 Anthropic 内部版本、只算产品工程团队，不代表客户场景。没有公布客户数或收入。只支持 Team / Enterprise 套餐，目前只在 Slack。" }, { "name": "Brave Search API", "group": "q1", "url": "https://brave.com/search/api/", "hq": "San Francisco", "desc": "Brave 浏览器公司的独立网页索引搜索 API，OpenClaw 自动检测时排第一的搜索源", "total_raised": null, "funding": [], "key_data": [ { "k": "注册 API 的 OpenClaw 用户", "v": "近 70 万", "date": "2026-04", "src": "https://brave.com/blog/openclaw/" }, { "k": "API + 消费者搜索每月查询", "v": "20 亿次+", "date": "2026-04", "src": "https://brave.com/blog/openclaw/" }, { "k": "索引网页", "v": "400 亿页", "date": "2026-04", "src": "https://brave.com/blog/openclaw/" } ], "customers": [ "Cohere", "Mistral AI", "Together AI", "Firecrawl" ], "owner": "Brave Software 的产品线", "product_line_of": "Brave", "note": "20 亿次是 API 和消费者搜索合计，不能拆出 API 单独量。Anthropic 内置搜索是否用 Brave 没有一手确认。" }, { "name": "You.com", "group": "q1", "url": "https://you.com", "hq": "Palo Alto", "founded": 2020, "desc": "从消费搜索转型，卖网页搜索 / 研究 API 和企业 agent 方案", "valuation": { "v": "$1.5B", "date": "2025-09", "kind": "C 轮估值（公司公布）", "src": "https://you.com/resources/series-c" }, "revenue": { "v": "$90M", "date": "2025-12", "kind": "ARR / 媒体估算（Sacra）", "src": "https://sacra.com/c/you/" }, "total_raised": "累计融资约 $199M", "funding": [ { "date": "2025-09", "round": "C 轮", "amount": "$100M", "lead": "Cox Enterprises", "post": "$1.5B 估值", "src": "https://you.com/resources/series-c" } ], "key_data": [ { "k": "API 每月查询", "v": "10 亿次+", "date": "2025-09", "src": "https://you.com/resources/series-c" } ], "customers": [ "DuckDuckGo", "Windsurf", "Harvey" ], "note": "2026-09 起支持 x402 按次付费免 key。联合创始人 Bryan McCann 2026-03 离职加入 Anthropic。" }, { "name": "Perplexity Search API", "group": "q1", "url": "https://docs.perplexity.ai", "hq": "San Francisco", "desc": "Perplexity 把自家网页索引开放成搜索 API 和 Sonar 问答 API，按次卖给开发者", "total_raised": null, "funding": [], "key_data": [ { "k": "Search API 上线", "v": "2025-09-25", "date": "2025-09", "src": "https://x.com/perplexity_ai/status/1971274917401461236" }, { "k": "SDK 月下载（npm + PyPI）", "v": "约 135 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@perplexity-ai/perplexity_ai" } ], "owner": "Perplexity 的产品线", "chinese_team": { "lv": "cofounder", "who": "Johnny Ho · 联合创始人兼首席战略官", "why": "美籍华裔：猎云网称其为「华裔少年」，Foresight News 称 Perplexity 华裔联合创始人；IOI 满分金牌，哈佛毕业", "src": "https://lieyunpro.com/archives/495326", "by": "", "o": "us" }, "product_line_of": "Perplexity", "note": "估值和收入都是 Perplexity 整家公司的，API 用量没有单独公布。2026-08 有报道称在谈 $30B+ 估值新一轮（在谈，未交割）。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Perplexity 公司估值 $20B（报道）。" }, { "name": "Jina AI", "group": "q1", "url": "https://jina.ai", "hq": "Berlin", "founded": 2020, "desc": "Reader 网页转文本 API、向量和重排模型，现属 Elastic", "valuation": { "v": "$44.6M", "date": "2025-10", "kind": "收购总对价（Elastic 10-Q）", "src": "https://last10k.com/sec-filings/estc/0001707753-25-000053.htm" }, "total_raised": "累计融资约 $37.5M（种子 $2M + $5.5M、A 轮 $30M；聚合站口径）", "funding": [ { "date": "2025-10", "round": "被 Elastic 收购", "amount": "未披露", "lead": "Elastic", "post": "", "src": "https://profiles.crustdata.com/company/jina-ai" } ], "key_data": [], "owner": "被 Elastic 收购，2025-10 交割，总对价约 $4,460 万", "chinese_team": { "lv": "founder", "who": "肖涵 · 创始人兼 CEO", "why": "自述北京人，回国在深圳腾讯 AI Lab 做微信搜一搜，2020 年创办 Jina AI，2025-10 被 Elastic 收购后任其全球副总裁", "src": "https://cloud.tencent.cn/developer/article/2679847", "by": "", "o": "cn" }, "note": "Reader 调用量从未公布。收购价来自 Elastic 10-Q 附注（含 $670 万扣留款），新闻稿未披露价格。" }, { "name": "Linkup", "group": "q1", "url": "https://www.linkup.so", "hq": "Paris", "founded": 2024, "desc": "给 AI 用的网页搜索 API，主打准确率和亚秒级 /fast 接口，并接入授权内容", "total_raised": "累计融资约 $13.2M（含 2024-11 pre-seed $3.2M；聚合站口径）", "funding": [ { "date": "2026-02", "round": "种子轮", "amount": "$10M", "lead": "Gradient", "src": "https://x.com/Linkup_platform/status/2018591999663001958" }, { "date": "2024-11", "round": "Pre-seed", "amount": "$3.2M", "lead": "未披露", "post": "", "src": "https://profiles.crustdata.com/company/linkup-840806" } ], "key_data": [ { "k": "SDK 月下载（npm + PyPI）", "v": "约 46 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/linkup-sdk" } ], "customers": [ "KPMG", "Artisan" ], "note": "部分资料把总部写成纽约；创始团队在巴黎。没有公布用量和收入。" }, { "name": "Browserbase", "group": "b1", "url": "https://www.browserbase.com", "hq": "San Francisco", "founded": 2024, "desc": "给 agent 用的云端无头浏览器，开源 Stagehand 框架，按会话 / 时长计费", "valuation": { "v": "$300M", "date": "2025-06", "kind": "投后（公司公布）", "src": "https://x.com/browserbase/status/2034381820012409269" }, "revenue": { "v": "$3M+", "date": "2025-06", "kind": "媒体估算（B 轮报道）", "src": "https://aimmediahouse.com/ai-startups/browserbase-raises-40-million-series-b-as-demand-for-ai-web-automation-accelerates" }, "total_raised": "累计融资约 $67.5M", "funding": [ { "date": "2025-06", "round": "B 轮", "amount": "$40M", "lead": "Notable Capital", "post": "$300M 投后", "src": "https://x.com/browserbase/status/2034381820012409269" } ], "key_data": [ { "k": "每月浏览器会话", "v": "3,500 万+", "date": "2026-10", "src": "https://www.browserbase.com/" }, { "k": "累计浏览器会话", "v": "1 亿+", "date": "2025-08", "src": "https://x.com/browserbase/status/1953149582348829102" }, { "k": "客户", "v": "1 万家", "date": "2026-10", "src": "https://www.browserbase.com/" } ], "customers": [ "Ramp", "Microsoft", "Lovable", "Clay" ], "note": "2026 年没有新一轮；累计融资来自 Sacra（第三方）。" }, { "name": "Browser Use", "group": "b1", "url": "https://browser-use.com", "hq": "San Francisco", "founded": 2024, "desc": "开源的浏览器 agent 库加云服务，让模型自己操作网页", "total_raised": "累计融资 $17M", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$17M", "lead": "Felicis", "src": "https://x.com/gregpr07/status/2106067219730047356" } ], "key_data": [ { "k": "pip 月下载", "v": "约 1,097 万", "date": "2026-04", "src": "https://x.com/mamagnus00/status/2046738561794535740" }, { "k": "官网写的月下载", "v": "810 万", "date": "2026-10", "src": "https://browser-use.com/" } ], "note": "创始人说 Perplexity 用了它的开源库（Perplexity 未回应）。CEO 2026-10 说 1,700 万只花了 200 万。开源 MIT，用户自带模型 key，用量大不等于收入。" }, { "name": "TinyFish", "group": "b1", "url": "https://www.tinyfish.ai", "hq": "Palo Alto", "founded": 2024, "desc": "从企业网页 agent 转做开放 API：搜索和抓取免费，按 agent 步数和浏览器分钟收费", "total_raised": "累计融资约 $47M+", "funding": [ { "date": "2025-08", "round": "A 轮", "amount": "$47M", "lead": "ICONIQ", "src": "https://www.businesswire.com/news/home/20250820555825/en/" } ], "key_data": [ { "k": "用户（公司自报，口径未定义）", "v": "30 万", "date": "2026-10", "src": "https://www.tinyfish.ai/blog/300-000-users-and-the-outcome-era" }, { "k": "近 30 天搜索调用", "v": "8,380 万次", "date": "2026-10", "src": "https://www.tinyfish.ai/blog/300-000-users-and-the-outcome-era" }, { "k": "近 30 天 agent 运行", "v": "146 万次", "date": "2026-10", "src": "https://www.tinyfish.ai/blog/300-000-users-and-the-outcome-era" } ], "customers": [ "Google Hotels", "ClassPass", "DoorDash" ], "chinese_team": { "lv": "cofounder", "who": "翟琦（Keith Zhai）· 联合创始人兼 COO；张书豪（Shuhao Zhang）· 联合创始人", "why": "中文媒体称其为华人团队；翟琦曾任南华早报、路透、彭博、华尔街日报记者，自述与张书豪中学相识、初一就聊准备高考（三位联创另一位是 CEO Sudheesh Nair）", "src": "https://www.sohu.com/a/926418673_100126147", "by": "", "o": "cn" }, "note": "SDK 下载约 7.4 万 / 月，比同行小两个数量级，用户主要来自被装进 Claude、ChatGPT、Grok 等的插件。收入未公布。和阿里云有合作。" }, { "name": "Bright Data", "group": "q1", "url": "https://brightdata.com", "hq": "Netanya", "founded": 2014, "desc": "老牌网页数据采集平台（代理、解封、抓取、数据集），现在大量卖给 AI 实验室和 agent", "revenue": { "v": "$300M+", "date": "2025-11", "kind": "ARR / 公司自报（CEO 称同比 +50%，目标 2026 年中 $4 亿）", "src": "https://www.calcalistech.com/ctechnews/article/sjeyg2ezwe" }, "total_raised": "未拿过风险投资；2017 年 EMK Capital 以 $200M 企业价值收购多数股权", "funding": [], "key_data": [ { "k": "每天支撑的 AI agent 交互", "v": "1 亿次+", "date": "2025-11", "src": "https://www.bright.cn/blog/general/data-for-ai-is-fueling-massive-growth-at-bright-data" }, { "k": "服务前 20 大 LLM 实验室", "v": "14 家", "date": "2025-11", "src": "https://www.bright.cn/blog/general/data-for-ai-is-fueling-massive-growth-at-bright-data" } ], "note": "不是 agent 原生公司，但是这一层收入最大的公开数之一。「1 亿次交互」是公司口径，未定义。 现估值没有公开数字（仅见非一手的「超 $1B」说法，没采用）；CEO 2025-11 称 ARR 过 $300M、预计 2026 年到 $400M。" }, { "name": "Stripe（Agentic Commerce / ACP）", "group": "p1", "url": "https://stripe.com", "hq": "San Francisco / Dublin", "founded": 2010, "desc": "Stripe 的 agent 商务产品线：和 OpenAI 共推 ACP 协议、Agentic Commerce Suite、向 agent 收款", "total_raised": null, "funding": [], "key_data": [ { "k": "结账页升级 WebMCP 的商家", "v": "780 万", "date": "2026-09", "src": "https://x.com/jeff_weinstein/status/2102444357508902978" }, { "k": "ACP 协议发布（与 OpenAI）", "v": "2025-09-29", "date": "2025-09", "src": "https://x.com/stripe/status/1972712679128052136" }, { "k": "2025 全年支付总额", "v": "$1.9 万亿", "date": "2026-02", "src": "https://stripe.com/newsroom/news/stripe-2025-update" } ], "owner": "Stripe 的产品线（Stripe 另收购 Metronome、Privy、Bridge，并宣布收购 OpenRouter）", "product_line_of": "Stripe", "note": "Stripe 没有公布 agent 交易额。估值和支付总额是 Stripe 全公司的。ChatGPT Instant Checkout 2026-03 被报道收缩，ACP 协议仍在推进。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Stripe 公司估值 $159B（员工股要约）。" }, { "name": "Coinbase x402", "group": "p1", "url": "https://www.x402.org", "hq": "San Francisco", "desc": "Coinbase 发起的开放协议，用 HTTP 402 让 agent 用稳定币按次付费，无需账号和 key", "total_raised": null, "funding": [], "key_data": [ { "k": "累计交易笔数 / 金额", "v": "2.05 亿笔 / $5,300 万", "date": "2026-08", "src": "https://x.com/CoinbaseDev/status/2093012598073811247" }, { "k": "近 30 天交易", "v": "7,541 万笔 / $2,424 万", "date": "2026-08", "src": "https://www.x402.org/" }, { "k": "近 30 天「agent」交易（Coinbase 口径）", "v": "3,000 万笔+", "date": "2026-09", "src": "https://x.com/CoinbaseDev/status/2097365568856924666" } ], "owner": "Coinbase 的协议（治理已报道移交 Linux Foundation）", "product_line_of": "Coinbase", "note": "笔数里有大量刷量和 meme 币铸造；Artemis 的「真实交易」日图 2026-01 起跌到每天 10 万笔以下；Coinbase 自己的几个口径互相对不上。平均每笔约 $0.3。" }, { "name": "Visa Intelligent Commerce", "group": "p1", "url": "https://corporate.visa.com/en/products/intelligent-commerce.html", "hq": "San Francisco", "desc": "Visa 的 agent 支付产品线：给 agent 发代币化卡凭证、限额和身份校验", "total_raised": null, "funding": [], "key_data": [ { "k": "已完成的 agent 发起交易", "v": "数百笔", "date": "2025-12", "src": "https://visa.gcs-web.com/node/21961" }, { "k": "合作伙伴", "v": "100+", "date": "2025-12", "src": "https://www.linkedin.com/posts/jack-forestell_visa-and-partnershavecompleted-hundreds-activity-7408934472672432128-Cu0k" }, { "k": "欧洲上线真实交易的发卡机构", "v": "30+", "date": "2026-07", "src": "https://www.visaeurope.ch/de_CH/uber-visa/newsroom/press-releases.3457336.html" } ], "owner": "Visa 的产品线", "product_line_of": "Visa", "note": "卡组织只公布「首笔 / 数百笔」级别的数字，没有规模交易量。" }, { "name": "Mastercard Agent Pay", "group": "p1", "url": "https://www.mastercard.com", "hq": "Purchase, NY", "desc": "Mastercard 的 agent 支付框架：agent 专用代币、意图校验和给发卡行的信任评分", "total_raised": null, "funding": [], "key_data": [ { "k": "推出", "v": "2025-04-29", "date": "2025-04", "src": "https://rigorrank.com/profiles/MASTERCARD-AGENT-PAY" }, { "k": "新增 agent 交易信任 / 情报服务", "v": "美国测试中", "date": "2026-09", "src": "https://investingnews.com/mastercard-advances-agentic-commerce-with-new-trust-and-intelligence-services/" } ], "owner": "Mastercard 的产品线", "product_line_of": "Mastercard", "note": "已在美国（Citi、U.S. Bank 持卡人）、澳洲、新西兰、欧洲（桑坦德）完成首批交易；没有公布交易规模。" }, { "name": "Natural", "group": "p1", "url": "https://www.natural.com", "hq": "San Francisco", "founded": 2025, "desc": "给 agent 的支付全栈：让 agent 持有真钱、收付款，银行与稳定币混合结算", "valuation": { "v": "$150M", "date": "2026-05", "kind": "投后（Axios 报道融资在谈时的估值，A 轮 2026-07 宣布）", "src": "https://www.axios.com/pro/fintech-deals/2026/05/05/natural-ai-agent-payments-series-a" }, "total_raised": "股权融资累计 $40M+（另有最多 $100M 信贷额度）", "funding": [ { "date": "2025", "round": "种子轮", "amount": "$10M", "src": "https://www.fintechfutures.com/venture-capital-funding/natural-100m-credit-facility-upper90" }, { "date": "2026-07", "round": "A 轮", "amount": "$30M", "lead": "Forerunner", "src": "https://www.natural.com/blog/natural-series-a" }, { "date": "2026-08", "round": "信贷额度", "amount": "最多 $100M", "lead": "Upper90", "src": "https://www.fintechfutures.com/venture-capital-funding/natural-100m-credit-facility-upper90" } ], "key_data": [], "note": "A 轮距上线仅 193 天。投资方含 Brex、Mercury、Privy、Vercel、Notion 等。没有公布交易量或收入。" }, { "name": "Metronome", "group": "p1", "url": "https://metronome.com", "hq": "San Francisco", "founded": 2019, "desc": "实时用量计量与计费平台，AI 公司按 token / 用量收费的底座，现属 Stripe", "valuation": { "v": "~$1B", "date": "2026-01", "kind": "收购价（报道）", "src": "https://www.digitaltoday.co.kr/en/view/3969/tech-insight-stripes-metronome-acquisition-shows-pitfalls-of-software-architecture" }, "total_raised": "累计融资约 $128M（被 Stripe 收购前）", "funding": [ { "date": "2026-01", "round": "被 Stripe 收购（交割）", "amount": "~$1B（报道）", "lead": "Stripe", "post": "", "src": "https://www.thisweekinfintech.com/p/stripe-acquires-usage-based-billing-software-startup-metronome-for-reported-1b" } ], "key_data": [], "customers": [ "Anthropic", "NVIDIA", "OpenAI" ], "owner": "被 Stripe 收购，2025-12 宣布、2026-01 交割，约 $10 亿（报道）", "note": "和原图 Paid 同属「计量 / 商业化」方向，但更偏通用用量计费。收购价是媒体报道，官方未披露。" }, { "name": "Glean", "group": "c2", "url": "https://www.glean.com", "hq": "Palo Alto", "founded": 2019, "desc": "企业搜索与 agent 平台，把公司各系统的知识和权限接给员工和 agent", "valuation": { "v": "$7.2B", "date": "2025-06", "kind": "F 轮估值", "src": "https://techcrunch.com/2025/06/10/enterprise-ai-startup-glean-lands-a-7-2b-valuation" }, "revenue": { "v": "$300M", "date": "2026-05", "kind": "ARR / 公司自报（含用量计费部分）", "src": "https://techcrunch.com/2026/05/28/gleans-top-line-crosses-300m-as-ai-budget-cutting-becomes-its-major-selling-point/" }, "total_raised": "累计融资约 $768M", "funding": [ { "date": "2025-06", "round": "F 轮", "amount": "$150M", "lead": "Wellington Management", "post": "$7.2B 估值", "src": "https://techcrunch.com/2025/06/10/enterprise-ai-startup-glean-lands-a-7-2b-valuation" } ], "key_data": [], "customers": [ "Databricks", "Reddit", "Pinterest", "Samsung" ], "note": "ARR 15 个月从 $1 亿到 $3 亿。部分收入按用量计，严格说不完全是经常性收入。累计融资来自 Latka（第三方）。" }, { "name": "Dust", "group": "c2", "url": "https://dust.tt", "hq": "Paris", "founded": 2023, "desc": "企业内多人共用的 agent 工作空间，agent 接公司数据和工具、跨团队协作", "revenue": { "v": "$7.3M", "date": "2025-06", "kind": "公司口径（ARR，2025 年中；B 轮时经投资人与媒体转述）", "src": "https://nordic9.com/news/dust-france-raised-40m-in-series-b-funding-co/" }, "total_raised": "累计融资 $60M+", "funding": [ { "date": "2026-05", "round": "B 轮", "amount": "$40M", "lead": "Sequoia、Abstract", "src": "https://sifted.eu/articles/dust-series-b-40m" } ], "key_data": [ { "k": "客户组织", "v": "3,000+", "date": "2026-05", "src": "https://dust.tt/blog/series-b-multiplayer-ai" }, { "k": "已部署 agent", "v": "30 万+", "date": "2026-05", "src": "https://dust.tt/blog/series-b-multiplayer-ai" }, { "k": "付费组织", "v": "3,000+", "date": "2026-05", "src": "https://sifted.eu/articles/dust-series-b-40m" } ], "customers": [ "Datadog", "1Password", "Qonto", "Doctolib", "Persona" ], "note": "Snowflake Ventures、Datadog 跟投。网传「$7.3M ARR」只见于领英转述，未采用。2026-06 改为按 credit 计费。 聚合站 Altis 称 2026 年初 ARR 约 $20M，未见一手出处。" }, { "name": "Writer", "group": "c2", "url": "https://writer.com", "hq": "San Francisco", "founded": 2020, "desc": "面向受监管大企业的 agent 平台，自带模型、编排和治理，接企业内部数据", "valuation": { "v": "$1.9B", "date": "2024-11", "kind": "C 轮估值", "src": "https://techcrunch.com/2024/11/12/generative-ai-startup-writer-raises-200m-at-a-1-9b-valuation" }, "total_raised": "累计融资约 $326M", "funding": [ { "date": "2024-11", "round": "C 轮", "amount": "$200M", "lead": "Premji Invest、Radical Ventures、ICONIQ Growth", "post": "$1.9B 估值", "src": "https://techcrunch.com/2024/11/12/generative-ai-startup-writer-raises-200m-at-a-1-9b-valuation" } ], "key_data": [], "customers": [ "Accenture", "Uber", "Vanguard", "L'Oréal" ], "note": "C 轮后没有新定价轮，也没有公布收入（第三方估算从 $47M 到 $200M+ 不等，方法不明，未采用）。2026-08 新模型 Palmyra X6 基于智谱开源 GLM 后训练。" }, { "name": "Sana", "group": "c2", "url": "https://sana.ai", "hq": "Stockholm", "founded": 2016, "desc": "企业知识搜索与 agent 平台，现为 Workday 的 Sana for Workday / Sana Enterprise", "valuation": { "v": "~$1.1B", "date": "2025-09", "kind": "收购价（Workday 公布）", "src": "https://www.reuters.com/business/workday-buy-ai-firm-sana-11-billion-hr-software-deal-making-heats-up-2025-09-16/" }, "total_raised": "累计融资 $130M+（公司口径，经第三方转述）", "funding": [ { "date": "2025-09", "round": "被 Workday 收购（2025-11 交割）", "amount": "$1.1B", "lead": "Workday", "post": "", "src": "https://sifted.eu/articles/workday-sana-acquisition" } ], "key_data": [], "owner": "被 Workday 收购，2025-09 宣布、2025-11 交割，约 $11 亿", "note": "2026-03 以 Sana for Workday 全球上线，Sana Enterprise 可接 Gmail、Slack、Salesforce 等外部应用。" }, { "name": "Hebbia", "group": "c2", "url": "https://www.hebbia.com", "hq": "New York", "founded": 2020, "desc": "给金融、法律等知识工作者的 agent 平台 Matrix，批量读文档、做分析", "valuation": { "v": "$700M", "date": "2024-07", "kind": "B 轮估值（报道）", "src": "https://techcrunch.com/2024/07/09/ai-startup-hebbia-rased-130m-at-a-700m-valuation-on-13-million-of-profitable-revenue" }, "revenue": { "v": "~$50M", "date": "2026-09", "kind": "ARR / 媒体估算", "src": "https://dealroom.co/news/info-mvrieu-rogo-hebbia-revenue-rises-as-claude-finance-threat-looms/" }, "total_raised": "累计融资约 $159M", "funding": [ { "date": "2024-07", "round": "B 轮", "amount": "$130M", "lead": "Andreessen Horowitz", "post": "约 $700M 估值", "src": "https://techcrunch.com/2024/07/09/ai-startup-hebbia-rased-130m-at-a-700m-valuation-on-13-million-of-profitable-revenue" } ], "key_data": [ { "k": "账上现金", "v": "~$70M（探索性融资后决定暂不融）", "date": "2026-09", "src": "https://dealroom.co/news/info-mvrieu-rogo-hebbia-revenue-rises-as-claude-finance-threat-looms/" } ], "customers": [ "Morgan Stanley" ], "note": "B 轮时收入约 $1,300 万且盈利。报道称赢得摩根士丹利约 5,000 人的合同，并在一次探索性融资中选择不融。" }, { "name": "exe.dev", "group": "s1", "url": "https://exe.dev", "founded": 2025, "desc": "Tailscale 联创 David Crawshaw 新公司，给开发者和编码 agent 的持久 Linux 虚拟机云", "total_raised": "累计融资 $35M", "funding": [ { "date": "2026-04", "round": "A 轮", "amount": "$35M（含此前全部融资合计）", "lead": "Amplify、CRV、Heavybit（官方称主要投资方，未写领投）", "src": "https://blog.exe.dev/series-a" } ], "key_data": [ { "k": "可选区域", "v": "8 个（洛杉矶、纽约、达拉斯、法兰克福、东京、悉尼、新加坡、伦敦）", "date": "2026-09", "src": "https://flaviocopes.com/exe-dev/" } ], "note": "官方博客原话「for a total of $35m in funding」，$35M 是累计数，不是单轮金额；英文主流媒体本轮没搜到交叉报道。总部未公开。" }, { "name": "Coder", "group": "s1", "url": "https://coder.com", "hq": "Austin", "founded": 2017, "desc": "企业自托管云开发工作区，让开发者和编码 agent 在同一套受管环境里跑", "total_raised": "累计融资约 $173M", "funding": [ { "date": "2026-04", "round": "C 轮", "amount": "$90M", "lead": "KKR", "src": "https://coder.com/blog/90m-series-c-led-by-kkr-to-advance-secure-enterprise-ai-development" }, { "date": "2024", "round": "B 轮扩充", "amount": "$35M（B 轮合计 $65M）", "lead": "Georgian", "src": "https://finland.dealroom.co/news/feed/coder-technologies-raises-35m-for-expansion" } ], "key_data": [ { "k": "KKR 内部使用人数", "v": "500+ 工程师", "date": "2026-04", "src": "https://coder.com/blog/coders-customers-led-our-series-c-what-that-tells-me-about-ai" }, { "k": "QRT 部署范围", "v": "2,000+ 员工中的一半", "date": "2026-04", "src": "https://in.marketscreener.com/news/coder-secures-90m-series-c-led-by-kkr-to-advance-secure-enterprise-ai-development-ce7e51dfdc8df622" }, { "k": "过去一年订单量", "v": "增长 3 倍（公司自报）", "date": "2026-04", "src": "https://soft.zhiding.cn/software_zone/2026/0402/3183091.shtml" }, { "k": "预订额同比", "v": "+300%", "date": "2026-04", "src": "https://coder.com/blog/coders-customers-led-our-series-c-what-that-tells-me-about-ai" }, { "k": "净收入留存（过去 12 个月）", "v": "184%", "date": "2026-04", "src": "https://coder.com/blog/coders-customers-led-our-series-c-what-that-tells-me-about-ai" } ], "customers": [ "KKR", "Qube Research & Technologies (QRT)", "Dropbox" ], "note": "累计 $173M 是两笔相加：C 轮前累计 $82.8M（Dealroom 转引，单一来源）+ C 轮 $90M，未见公司自报总数。产品重心从人用开发环境转向「人 + agent」工作区（Coder Agents / Mux），和 Ona（Gitpod）同类。 C 轮 $90M（KKR 领投）未披露估值。" }, { "name": "Docker Sandboxes", "group": "s1", "url": "https://www.docker.com/products/docker-sandboxes/", "hq": "Palo Alto", "desc": "Docker 公司的产品线：用 microVM 跑 Claude Code、Codex 等编码 agent，本地和云端同一套 CLI", "total_raised": null, "funding": [], "key_data": [ { "k": "云沙箱价格", "v": "1 vCPU/2 GB $0.07/小时 → 16 vCPU/32 GB $1.12/小时，按秒计", "date": "2026-09", "src": "https://www.theregister.com/ai-and-ml/2026/09/24/dockers-new-sandboxes-aim-to-contain-ai-agents-for-real/5298964" }, { "k": "云沙箱上线", "v": "2026-09-24 发布 Docker Cloud Sandboxes，单次最长 24 小时", "date": "2026-09", "src": "https://www.globenewswire.com/de/news-release/2026/09/24/3368595/0/en/docker-launches-cloud-sandboxes-extending-secure-ai-agent-isolation-beyond-the-laptop.html" } ], "owner": "Docker, Inc. 产品线", "product_line_of": "Docker", "note": "估值是母公司 2022 年的数，不是这条产品线的。本地版（sbx CLI）免费，云端按秒收费。Docker 同时在把 Sandbox Kit 规范提交给 CNCF。 卡片上不显示估值：$2.1B（母公司 Docker 投后（C 轮））是 Docker 整家公司的数字。" }, { "name": "Google Cloud Run sandboxes / Agent Sandbox", "group": "s1", "url": "https://cloud.google.com/run", "hq": "Mountain View", "desc": "Google 的产品线：Cloud Run 内置沙箱跑 agent 生成的代码，另牵头开源 K8s Agent Sandbox", "total_raised": null, "funding": [], "key_data": [ { "k": "Cloud Run sandboxes 公测", "v": "2026-07-09；不另收费，用实例已分配的 CPU / 内存", "date": "2026-07", "src": "https://cloud.google.com/blog/topics/developers-practitioners/google-cloud-run-sandboxes-are-in-public-preview" }, { "k": "官方示例", "v": "一个服务起停 1,000 个沙箱，平均 500 毫秒", "date": "2026-07", "src": "https://cloud.google.com/blog/topics/developers-practitioners/google-cloud-run-sandboxes-are-in-public-preview" }, { "k": "kubernetes-sigs/agent-sandbox GitHub 星", "v": "4,231", "date": "2026-10", "src": "https://github.com/kubernetes-sigs/agent-sandbox" } ], "owner": "Google（Alphabet）产品线", "product_line_of": "Google", "note": "合并了两样东西：Cloud Run sandboxes（托管，公测）和 Google 在 KubeCon NA 2025-11 牵头的开源 K8s Agent Sandbox（gVisor / Kata，GKE 版有预热池）。Vertex AI Agent Engine Code Execution 2026-02 GA 也是同类。" }, { "name": "Azure Container Apps Sandboxes", "group": "s1", "url": "https://azure.microsoft.com/products/container-apps", "hq": "Redmond", "desc": "微软 Azure 的产品线：Hyper-V / microVM 隔离的会话池，给 agent 跑不受信任代码", "total_raised": null, "funding": [], "key_data": [ { "k": "Dynamic Sessions GA", "v": "2024-11-19（Python 代码解释器 + 自定义容器，Hyper-V 隔离）", "date": "2024-11", "src": "https://techcommunity.microsoft.com/blog/appsonazureblog/-/4303561" }, { "k": "Sandboxes 公测", "v": "Build 2026 发布；不到 1 秒从 OCI 镜像启动、空闲不计费（公司自报）", "date": "2026-06", "src": "https://www.infoq.cn/article/2yiUMe6JxKGXK61luSIJ" } ], "owner": "Microsoft 产品线", "product_line_of": "Microsoft", "note": "两代产品合成一条：Dynamic Sessions（2024 GA，会话池）和新资源类型 Sandboxes（Microsoft.App/SandboxGroups，2026 公测）。Azure Logic Apps 的代码解释器也跑在 Dynamic Sessions 上。" }, { "name": "OpenAI Hosted Sandbox", "group": "s1", "url": "https://developers.openai.com/api/docs/guides/agents", "hq": "San Francisco", "desc": "OpenAI 的产品线：Agents API 自带托管沙箱，和 Codex、ChatGPT 用同一套沙箱基础设施", "total_raised": null, "funding": [], "key_data": [ { "k": "上线", "v": "2026-09-10 随 Agents API 公测发布", "date": "2026-09", "src": "https://m.ithome.com/html/1001072.htm" } ], "owner": "OpenAI 产品线", "product_line_of": "OpenAI", "note": "按容器时长计费，没有平台附加费。Agents API 同时允许接自托管沙箱和第三方沙箱（E2B、Daytona、Modal 等 9 家），OpenAI 没有独占这个位置。数据驻留目前仅限美国。" }, { "name": "Unikraft", "group": "s1", "url": "https://unikraft.com", "hq": "San Francisco", "founded": 2021, "desc": "基于 unikernel 的毫秒级云平台，主打 10 毫秒起停的沙箱和 agent 负载", "valuation": { "v": "$17M–$23M", "date": "2025-10", "kind": "聚合站估算（CB Insights）", "src": "https://www.cbinsights.com/company/unikraft/financials" }, "total_raised": "累计融资 $6M", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$6M", "lead": "Heavybit", "src": "http://investor.wedbush.com/wedbush/article/bizwire-2025-10-10-unikraft-launches-with-6m-to-drive-dramatic-new-efficiencies-in-scale-and-cost-for-cloud-computing-in-the-ai-era" } ], "key_data": [ { "k": "冷启动 / 缩到零", "v": "<10 毫秒（公司自报）", "date": "2026-10", "src": "https://unikraft.com" }, { "k": "单台服务器实例数", "v": "10 万+ microVM（公司自报）", "date": "2026-10", "src": "https://unikraft.com" } ], "customers": [ "Netlify", "Prisma", "Indices", "Cuemby" ], "note": "这轮是 Vercel Ventures 的第一笔投资。官网定位是「沙箱、AI agent 或任何负载」的计算层，沙箱排第一但不只做沙箱。技术源自 NEC 欧洲实验室和 Linux Foundation 开源项目，早期公司实体在德国海德堡。" }, { "name": "Edera", "group": "s1", "url": "https://edera.dev", "hq": "Seattle", "founded": 2024, "desc": "给每个容器 / agent 独立内核的隔离运行时，装在企业自己的 K8s 里", "total_raised": "累计融资约 $27M", "funding": [ { "date": "2025-02", "round": "A 轮", "amount": "$15M", "lead": "M12（微软旗下基金）", "src": "https://www.thesaasnews.com/news/edera-raises-15-million-in-series-a/" } ], "key_data": [ { "k": "2026 年新 Form D", "v": "$6.45M（2026-06 首笔出售）", "date": "2026-07", "src": "https://mentionfox.com/company/edera-inc-de" } ], "note": "公开宣布的是种子 $5M + A 轮 $15M = $20M；约 $27M 是 SEC Form D 四次申报合计（含 2026 年 $6.45M，未见公司公告）。主业是通用容器隔离，2026 年把 agent 沙箱作为重点场景（AI Agent Sandboxing 页、Project Lunchbox：快照、分叉、按能力授权）。" }, { "name": "Dedalus Labs", "group": "s1", "url": "https://www.dedaluslabs.ai", "hq": "San Francisco", "founded": 2025, "desc": "YC 公司，卖给 agent 用的持久 Linux 虚拟机（Dedalus Machines），约 50 毫秒开机", "total_raised": "累计融资 $11M", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$11M", "lead": "Kindred Ventures、Saga Ventures", "src": "https://accessfund.vc/news/dedalus-labs-seed-announcement" } ], "key_data": [ { "k": "开机时间", "v": "<50 毫秒（公司自报）", "date": "2026-10", "src": "https://www.dedaluslabs.ai" } ], "chinese_team": { "lv": "founder", "o": "cn", "who": "Cathy Di · 联合创始人兼 CEO", "why": "中文播客介绍她是 21 岁的北京女孩，普林斯顿辍学后到硅谷创业；中文媒体称其为华人团队", "src": "https://castro.fm/episode/fBqwuc" }, "note": "种子轮时卖的是 agent SDK + MCP 服务器托管，现在官网主推 Dedalus Machines（agent 用 VM），属于转型；官网仍是等候名单。Caplight 记累计 $11.5M。 Cathy Di 的中文名没找到公开出处，who 只写英文名。" }, { "name": "Tensorlake", "group": "s1", "url": "https://www.tensorlake.ai", "hq": "San Francisco", "founded": 2023, "desc": "Firecracker 沙箱 + 版本化文件系统 + 托管 Git，给 agent 跑代码和做 RL 评测", "total_raised": "累计融资 $8.6M", "funding": [], "key_data": [ { "k": "冷启动", "v": "84 毫秒（公司自测）", "date": "2026-10", "src": "https://www.tensorlake.ai" }, { "k": "累计融资（媒体报道）", "v": "$8.6M", "date": "2026-03", "src": "https://ai.zhiding.cn/2026/0313/3181059.shtml" } ], "customers": [ "Datadog", "Sixt", "Bespoke Labs", "Fleet AI" ], "note": "累计融资来自中文媒体转述，未见公司公告单轮金额；投资方含 Redpoint、Amplify。2026-03 时还是「agent 工作流 + 文档解析」平台，现在官网首页改成「Sandboxes for AI Agents」。官网列出的集成包括 Claude Managed Agents、Cursor Cloud Agents、Devin Outposts。" }, { "name": "Islo", "group": "s1", "url": "https://islo.dev", "desc": "Incredibuild 的产品线：给编码 agent 的持久隔离环境，凭证在出口代理注入", "total_raised": null, "funding": [], "key_data": [ { "k": "发布", "v": "2026-05-04", "date": "2026-05", "src": "https://www.incredibuild.com/blog/why-we-built-islo-ai-coding-agents-need-an-execution-layer" }, { "k": "价格", "v": "$0.07/CPU·小时 + $0.04/GB·小时", "date": "2026-10", "src": "https://islo.dev" } ], "owner": "Incredibuild（以色列，Insight Partners 控股）产品线", "product_line_of": "Incredibuild", "note": "估值是母公司 2022 年的数且口径冲突：TechCrunch 估近 $800M，Globes 说 $400M。Islo 本身没有单独融资和用量数据。 卡片上不显示估值：~$800M（母公司 Incredibuild，媒体估算）是 Incredibuild 整家公司的数字。" }, { "name": "turbopuffer", "group": "c3", "url": "https://turbopuffer.com", "hq": "Ottawa", "founded": 2023, "desc": "建在对象存储上的向量 + 全文检索库，给 AI 应用和 agent 做大规模检索", "revenue": { "v": "~$100M", "date": "2026-03", "kind": "年化 / 媒体估算（Sacra）", "src": "https://sacra.com/c/turbopuffer/" }, "total_raised": "一级市场融资不到 $1M（截至 2026-05，聚合站 Sacra 转述 CEO 说法；2025-12 Thrive 参与的种子轮金额未披露）", "funding": [ { "date": "2025-12", "round": "种子轮", "amount": "未披露", "lead": "Thrive Capital（新进）、Lachy Groom 加注", "src": "https://betakit.com/ex-shopify-engineers-raise-fresh-financing-to-scale-turbopuffers-ai-search/" } ], "key_data": [ { "k": "生产环境文档数", "v": "1T+", "date": "2026-10", "src": "https://turbopuffer.com/" }, { "k": "写入峰值", "v": "10M+ 次/秒", "date": "2026-10", "src": "https://turbopuffer.com/" }, { "k": "查询峰值", "v": "100k+ 次/秒", "date": "2026-10", "src": "https://turbopuffer.com/" } ], "customers": [ "Anthropic", "Cursor", "Notion", "Linear", "Atlassian", "Cognition", "Ramp", "Harvey", "Bridgewater Associates", "The New York Times" ], "note": "融资额和估值从未公布；Sacra 记 CEO 2026-05 称一手融资累计不到 $1M，和 2025-12 种子轮说法有出入，故不写 total。收入是 Sacra 估算，不是公司自报。 不到 $1M 的说法只见于聚合站，未找到 CEO 原话出处。" }, { "name": "LanceDB", "group": "c3", "url": "https://lancedb.com", "hq": "San Francisco", "founded": 2022, "desc": "多模态数据湖仓 + 向量检索库，CrewAI 等 agent 框架默认拿它存记忆", "total_raised": "累计融资 $30M+", "funding": [ { "date": "2025-06", "round": "A 轮", "amount": "$30M", "lead": "Theory Ventures", "src": "https://finance.yahoo.com/news/lancedb-raises-30-million-multimodal-100430544.html" } ], "key_data": [ { "k": "开源包累计下载", "v": "20M+", "date": "2025-06", "src": "https://www.linkedin.com/posts/bjwilson_thrilled-to-share-that-lancedb-has-raised-activity-7343287062462111744-inan" } ], "customers": [ "Runway", "Midjourney", "World Labs", "Harvey", "Character.AI", "Netflix" ], "chinese_team": { "lv": "cofounder", "who": "徐磊（Lei Xu）· 联合创始人兼 CTO", "why": "武汉大学本科，曾在新浪任职，后在 Cloudera、Cruise 做 HDFS 和机器学习平台；CEO 佘昶（Chang She）用中文接受过海外独角兽等访谈，但没找到出生或求学地的出处，未计入", "src": "https://theorg.com/org/lancedb/person/lei-xu", "by": "", "o": "cn" }, "note": "累计融资各家数据库不一致（$38.5M / $41M / $44M），只确定 A 轮 $30M。主场景是多模态训练数据，agent 记忆是其中一个用途。" }, { "name": "Chroma", "group": "c3", "url": "https://www.trychroma.com", "hq": "San Francisco", "founded": 2022, "desc": "开源检索库 + Chroma Cloud，给 AI 应用和代码 / 搜索 agent 存取上下文", "total_raised": "累计融资 $20M", "funding": [ { "date": "2023-04", "round": "种子轮", "amount": "$18M", "lead": "Quiet Capital", "src": "https://www.trychroma.com/blog/seed" } ], "key_data": [ { "k": "月下载", "v": "15M+", "date": "2026-10", "src": "https://www.trychroma.com/" }, { "k": "GitHub 星", "v": "27k", "date": "2026-10", "src": "https://www.trychroma.com/" } ], "customers": [ "Capital One", "UnitedHealthcare", "Weights & Biases", "Mintlify" ], "note": "官网同页月下载写了 15M+ 和 11M+ 两个数。有聚合站称其 2026 年融资超 $100M，未找到原始报道，不采用。累计含 2022-05 约 $2.3M 前种子轮。" }, { "name": "Pinecone", "group": "c3", "url": "https://www.pinecone.io", "hq": "New York", "founded": 2019, "desc": "托管向量数据库，2026 年推 Nexus：给企业 agent 用的知识引擎", "valuation": { "v": "$750M", "date": "2023-04", "kind": "投后", "src": "https://www.pinecone.io/blog/series-b/" }, "total_raised": "累计融资 $138M", "funding": [ { "date": "2023-04", "round": "B 轮", "amount": "$100M", "lead": "Andreessen Horowitz", "post": "$750M 投后", "src": "https://www.pinecone.io/blog/series-b/" } ], "key_data": [ { "k": "Nexus 正式上线", "v": "2026-08-06", "date": "2026-08", "src": "https://runtimewire.com/article/pinecone-nexus-general-availability-compiled-knowledge-ai-agents" } ], "note": "2025 年底有报道称在探索出售，传闻估值 $2B 以上，未成交，不写入 val。" }, { "name": "Qdrant", "group": "c3", "url": "https://qdrant.tech", "hq": "Berlin", "founded": 2021, "desc": "开源向量检索引擎（Rust），主打给 agent 的多步检索，有云版和自托管", "total_raised": "累计融资 $87.8M", "funding": [ { "date": "2026-03", "round": "B 轮", "amount": "$50M", "lead": "AVP", "src": "https://qdrant.tech/blog/series-b-announcement/" } ], "key_data": [ { "k": "全部包累计下载", "v": "250M+", "date": "2026-03", "src": "https://qdrant.tech/blog/series-b-announcement/" }, { "k": "GitHub 星", "v": "29k+", "date": "2026-03", "src": "https://qdrant.tech/blog/series-b-announcement/" } ], "customers": [ "Canva", "HubSpot", "Roche", "Bosch", "OpenTable", "Bazaarvoice" ], "note": "总部在柏林和纽约两地。累计融资数字来自 TechTarget。" }, { "name": "Xata", "group": "s3", "url": "https://xata.io", "hq": "San Francisco", "founded": 2020, "desc": "可秒级分支的 Postgres，给每个 coding agent 一份带真实数据的隔离库", "valuation": { "v": "$150M–$200M", "date": "2022-03", "kind": "报道（Forbes 引知情人）", "src": "https://www.forbes.com/sites/kenrickcai/2022/03/08/database-startup-xata-all-women-board-30-million-series-a/" }, "total_raised": "累计融资 $35M", "funding": [ { "date": "2022-03", "round": "A 轮", "amount": "$30M", "lead": "Redpoint、Index Ventures", "src": "https://xata.io/blog/xata-series-a-announcement" } ], "key_data": [], "customers": [ "MotherDuck", "Checkfront", "Flo", "Academia" ], "note": "2026 年转型为给 agent 的分支 Postgres，旧 SDK npm 月下载约 47 万、一年持平，新平台用量未公布。团队远程办公，总部写旧金山出自 Crustdata。" }, { "name": "Tiger Data（Ghost）", "group": "s3", "url": "https://www.tigerdata.com", "hq": "New York", "founded": 2015, "desc": "TimescaleDB 母公司；Ghost 是给 agent 的 Postgres 服务，可秒级 fork、经 MCP 调用", "valuation": { "v": "$1B+", "date": "2022-02", "kind": "投后", "src": "https://www.finsmes.com/2022/02/timescale-raises-110m-in-series-c-funding-valued-at-over-1b.html" }, "total_raised": "累计融资 $180M", "funding": [ { "date": "2022-02", "round": "C 轮", "amount": "$110M", "lead": "Tiger Global", "post": "$1B+ 投后", "src": "https://www.finsmes.com/2022/02/timescale-raises-110m-in-series-c-funding-valued-at-over-1b.html" } ], "key_data": [ { "k": "Ghost 正式上线", "v": "2026-06-09", "date": "2026-06", "src": "https://www.manilatimes.net/2026/06/09/tmt-newswire/globenewswire/tiger-data-launches-ghost-a-purpose-built-database-service-for-the-agentic-era/2361737" } ], "note": "原名 Timescale，2025 年改名 Tiger Data。2025 年底先推 Agentic Postgres（Fluid Storage 零拷贝 fork），Ghost 是 2026-06 的独立服务。累计融资约数来自 Parsers VC（$181M）。" }, { "name": "VAST Data", "group": "s2", "url": "https://www.vastdata.com", "hq": "New York", "founded": 2016, "desc": "AI 数据平台（存储 + 数据库），AgentEngine 产品线记录和复现 agent 的运行", "valuation": { "v": "$30B", "date": "2026-04", "kind": "投后", "src": "https://securitybrief.com.au/story/vast-data-hits-30bn-valuation-after-1bn-series-f-round" }, "revenue": { "v": "$500M+", "date": "2026-04", "kind": "公司自报（承诺 ARR）", "src": "https://securitybrief.com.au/story/vast-data-hits-30bn-valuation-after-1bn-series-f-round" }, "total_raised": "累计融资约 $1.4B（聚合站合计；2026-04 F 轮约 $10 亿中超过一半是老股转让）", "funding": [ { "date": "2026-04", "round": "F 轮", "amount": "~$1B（含老股）", "lead": "Drive Capital、Access Industries", "post": "$30B 投后", "src": "https://securitybrief.com.au/story/vast-data-hits-30bn-valuation-after-1bn-series-f-round" } ], "key_data": [ { "k": "累计预订额", "v": "$4B+", "date": "2026-04", "src": "https://securitybrief.com.au/story/vast-data-hits-30bn-valuation-after-1bn-series-f-round" }, { "k": "总 ARR（含非承诺收入）", "v": "约 $2B", "date": "2026-04", "src": "https://thenextweb.com/news/vast-data-1b-raise-30b-valuation-nvidia-ai-storage" } ], "customers": [ "CoreWeave", "Cursor", "Mistral AI", "JPMorganChase", "Crusoe", "Lowe's" ], "note": "主业是 GPU 集群存储，收入和估值是全公司口径，不是 agent 产品线。AgentEngine 的说法来自 CEO 采访（crnitalia.it）。和算力栏 r4 有交叉。" }, { "name": "Hugging Face Storage Buckets", "group": "s2", "url": "https://huggingface.co", "hq": "New York", "founded": 2016, "desc": "Hugging Face 的产品：可写的 S3 式存储，存 agent 轨迹和记忆，可挂成本地目录", "total_raised": null, "funding": [ { "date": "2023-08", "round": "D 轮", "amount": "$235M", "lead": "Salesforce Ventures", "post": "$4.5B 投后", "src": "https://thenextweb.com/news/hugging-face-exploring-sale-13bn-valuation" } ], "key_data": [ { "k": "Buckets 上线", "v": "2026-03-10", "date": "2026-03", "src": "https://huggingface.co/blog/storage-buckets" } ], "owner": "Hugging Face 产品线", "product_line_of": "Hugging Face", "note": "融资和估值都是 Hugging Face 全公司口径。2026-08 Business Insider 报道其以 $13B 以上估值寻求出售，属在谈。2026-03 另出 hf-mount，可把 Bucket 挂成本地目录给 coding agent 用。 卡片上不显示估值：$4.5B（投后（全公司））是 Hugging Face 整家公司的数字。" }, { "name": "Orkes", "group": "o1", "url": "https://orkes.io", "hq": "Santa Clara", "founded": 2021, "desc": "Netflix Conductor 原班人马做的托管编排平台，给企业跑 agent 与持久工作流", "total_raised": "累计融资 $89.3M", "funding": [ { "date": "2026-04", "round": "B 轮", "amount": "$60M", "lead": "AVP", "src": "https://www.finsmes.com/2026/04/orkes-raises-60m-in-series-b-funding.html" }, { "date": "2024-02", "round": "A 轮", "amount": "$20M", "lead": "Nexus Venture Partners", "src": "https://www.businesswire.com/news/home/20240221820989/en" } ], "key_data": [ { "k": "客户数变化", "v": "A 轮（2024）以来客户数翻了三倍", "date": "2026-04", "src": "https://www.finsmes.com/2026/04/orkes-raises-60m-in-series-b-funding.html" } ], "customers": [ "LinkedIn", "Twilio", "Quest Diagnostics", "United Wholesale Mortgage", "Woodside Energy", "Naveo Commerce" ], "note": "累计 = 2022 种子 $9.3M + A 轮 $20M + B 轮 $60M（种子额见 2024 Business Wire 稿）。总部 2024 稿写 Cupertino，2026 稿写 Santa Clara。开源 Conductor 的用户（Netflix、JPMorgan、Tesla 等）是开源用户，不是 Orkes 付费客户。" }, { "name": "Prefect", "group": "o1", "url": "https://www.prefect.io", "hq": "Washington, DC", "founded": 2018, "desc": "Python 工作流编排（Prefect）加 MCP 框架 FastMCP 和 Horizon，主打 agent 编排", "valuation": { "v": "~$277M", "date": "2021-06", "kind": "聚合站估算（Forge，B 轮投后）", "src": "https://forgeglobal.com/prefect_stock/" }, "total_raised": "累计融资约 $60M（含 2024-02 可转债 $14M，聚合站口径）", "funding": [ { "date": "2021-06", "round": "B 轮", "amount": "$32M", "lead": "Tiger Global", "src": "https://news.crunchbase.com/enterprise/prefect-raises-32m-to-be-the-toothpick-in-companies-data-stack/" } ], "key_data": [ { "k": "FastMCP 日下载", "v": "100 万次；约 70% 的 MCP 服务器在用某个版本（公司自报）", "date": "2026-01", "src": "https://www.prefect.io/blog/prefect-horizon" }, { "k": "收购 Dagster Labs", "v": "价格未披露", "date": "2026-07", "src": "https://www.prefect.io/prefect-acquires-dagster" }, { "k": "盈利情况", "v": "过去一年盈利（公司自述）", "date": "2026-07", "src": "https://www.cbinsights.com/company/elementl" } ], "note": "累计 $57.6M 为 2021 年 B 轮后 TechTarget 报道口径，之后未见新一轮公开定价融资。2026-07-13 宣布收购 Dagster Labs，CEO 自称公司已盈利、有自由现金流（公司自报，无具体数字）。" }, { "name": "Dagster", "group": "o1", "url": "https://dagster.io", "hq": "San Francisco", "founded": 2018, "desc": "以数据资产为中心的开源编排器 Dagster 与托管版 Dagster+，现属 Prefect", "total_raised": "累计融资 $47M", "funding": [ { "date": "2023-05", "round": "B 轮", "amount": "$33M", "lead": "Georgian", "src": "https://dagster.io/blog/decade-of-data-engineering" }, { "date": "2026-07", "round": "被 Prefect 收购", "amount": "未披露", "lead": "Prefect", "post": "", "src": "https://dagster.io/blog/prefect-is-acquiring-dagster" } ], "key_data": [], "owner": "被 Prefect 收购，2026-07，金额未披露", "note": "公司原名 Elementl / Dagster Labs。收购后 Dagster 保留品牌与开源许可，约 40 名员工并入 Prefect（媒体报道）。偏数据管道，agent 是收购方讲的新方向。累计 $47M 为 CB Insights 口径。 约 40 名员工加入 Prefect；Dagster 品牌和开源许可保留。" }, { "name": "Mastra", "group": "k1", "url": "https://mastra.ai", "hq": "San Francisco", "founded": 2024, "desc": "Gatsby 团队做的 TypeScript agent 框架，含工作流、记忆、评测和托管平台", "total_raised": "累计融资 $35M", "funding": [ { "date": "2026-04", "round": "A 轮", "amount": "$22M", "lead": "Spark Capital", "src": "https://mastra.ai/blog/series-a" } ], "key_data": [ { "k": "GitHub 星标", "v": "2.89 万", "date": "2026-04", "src": "https://mastra.ai/blog/series-a" } ], "customers": [ "Brex", "Sanity", "Factorial", "Indeed", "Marsh McLennan", "MongoDB", "Workday", "Salesforce", "Replit" ], "note": "YC W25。本身是框架，持久化存储默认用 libSQL / Postgres（Neon、Turso 都接），归在 s3 是因为它提供 agent 工作流与记忆状态层。" }, { "name": "CrewAI", "group": "k1", "url": "https://www.crewai.com", "hq": "San Francisco", "founded": 2024, "desc": "开源多 agent 协作框架加企业版平台，帮公司编排、部署和监控 agent 团队", "valuation": { "v": "~$177M", "date": "2026-04", "kind": "聚合站估算（Forge，B-1 轮投后）", "src": "https://forgeglobal.com/crew-ai_ipo/" }, "total_raised": "累计融资约 $38.5M（聚合站口径，含 2026-04 B 轮 $20M）", "funding": [ { "date": "2024-10", "round": "种子 + A 轮", "amount": "$18M", "lead": "Insight Partners（A 轮）、boldstart ventures（种子）", "src": "https://www.finsmes.com/2024/10/crewai-raises-18m-in-total-funding.html" }, { "date": "2026-04", "round": "B 轮", "amount": "$20M", "lead": "未披露", "post": "~$177M 投后（Forge 推算）", "src": "https://forgeglobal.com/crew-ai_ipo/" } ], "key_data": [ { "k": "每月运行 agent 数", "v": "1,000 万+（公司自报）", "date": "2024-10", "src": "https://www.finsmes.com/2024/10/crewai-raises-18m-in-total-funding.html" }, { "k": "企业版内测报名客户", "v": "150+", "date": "2024-10", "src": "https://siliconangle.com/2024/10/22/agentic-ai-startup-crewai-closes-18m-funding-round/" } ], "note": "$18M 是两轮合计（公司公告口径）。PitchBook / Forge 列有 2026-04 B 轮 $20M、投后约 $177M，未见公司或主流媒体公告，未写入 funding / val。 2026-04 B 轮只在 PitchBook / Forge 有记录，没找到公司公告或媒体报道。" }, { "name": "Letta", "group": "m1", "url": "https://www.letta.com", "hq": "San Francisco", "founded": 2024, "desc": "MemGPT 团队做的有状态 agent 平台，持久记忆，现主推 Letta Code", "valuation": { "v": "$70M", "date": "2024-09", "kind": "投后", "src": "https://techcrunch.com/2024/09/23/letta-one-of-uc-berkeleys-most-anticipated-ai-startups-has-just-come-out-of-stealth" }, "total_raised": "累计融资 $10M", "funding": [ { "date": "2024-09", "round": "种子轮", "amount": "$10M", "lead": "Felicis", "post": "$70M 投后", "src": "https://techcrunch.com/2024/09/23/letta-one-of-uc-berkeleys-most-anticipated-ai-startups-has-just-come-out-of-stealth" } ], "key_data": [], "note": "2026-03 起重心转到编程 agent Letta Code，旧版服务端 API 已归档；放在 s3 是按「agent 状态 / 记忆」定位。2024 种子之后未见新融资公告。" }, { "name": "DBOS", "group": "o1", "url": "https://www.dbos.dev", "hq": "Sunnyvale", "founded": 2023, "desc": "开源持久执行库，把工作流状态存进 Postgres，让 agent 崩溃后续跑", "total_raised": "累计融资 $8.5M", "funding": [ { "date": "2024-03", "round": "种子轮", "amount": "$8.5M", "lead": "Engine Ventures、Construct Capital", "src": "https://www.finsmes.com/2024/03/dbos-raises-8-5m-in-seed-funding.html" } ], "key_data": [], "chinese_team": { "lv": "cofounder", "who": "Qian Li · 联合创始人（共同负责工程）", "why": "北京大学计算机科学与技术本科，斯坦福计算机博士（QCon 讲者简介）", "src": "https://qconsf.com/speakers/qianli", "by": "", "o": "cn" }, "note": "Postgres 之父 Mike Stonebraker 与 Databricks CTO Matei Zaharia 联合创办。2024 年报道总部在 Cambridge, MA，2026-08 新闻稿署名 Sunnyvale；同时宣布 Qian Li 任 CEO、Peter Kraft 任 CTO。Caplight 页面顶部的「$16M A 轮」是 Caplight 自己的广告横幅，不是 DBOS 融资。" }, { "name": "Vercel Workflow", "group": "o1", "url": "https://vercel.com", "hq": "San Francisco", "founded": 2025, "desc": "Vercel 的持久执行产品，一行 \"use workflow\" 让 TS/Python 函数和 agent 可暂停续跑", "total_raised": null, "funding": [], "key_data": [ { "k": "累计运行次数（beta 期）", "v": "1 亿+ 次 run、5 亿+ 步", "date": "2026-04", "src": "https://vercel.com/blog/a-new-programming-model-for-durable-execution" }, { "k": "客户数", "v": "1,500+", "date": "2026-04", "src": "https://vercel.com/blog/a-new-programming-model-for-durable-execution" }, { "k": "npm 周下载", "v": "20 万+", "date": "2026-04", "src": "https://vercel.com/blog/a-new-programming-model-for-durable-execution" } ], "customers": [ "Mux", "Durable", "Flora" ], "owner": "Vercel 产品线", "product_line_of": "Vercel", "note": "2025-10 以开源 Workflow Development Kit 公测，2026-04-16 GA 并改称 Vercel Workflows。AI SDK 7 里的 WorkflowAgent 基于它。founded 写的是产品公测年份。" }, { "name": "InstantDB", "group": "s4", "url": "https://www.instantdb.com", "hq": "旧金山", "founded": 2022, "desc": "给前端和 AI 编出来的应用用的实时关系型数据库（「现代 Firebase」），团队已去 OpenAI", "total_raised": "累计融资 $3.4M", "funding": [ { "date": "2024-10", "round": "种子轮", "amount": "$3.4M", "lead": "Y Combinator、SV Angel（另有 Greg Brockman、Paul Graham、Jeff Dean 等天使）", "src": "https://www.instantdb.com/essays/seed" } ], "key_data": [ { "k": "用户数（终局）", "v": "1.7 万+", "date": "2026-08", "src": "https://instantdb.com/essays/instant_team_joins_openai" }, { "k": "做出的应用", "v": "40 万", "date": "2026-08", "src": "https://instantdb.com/essays/instant_team_joins_openai" }, { "k": "累计事务", "v": "约 25 亿笔", "date": "2026-08", "src": "https://instantdb.com/essays/instant_team_joins_openai" }, { "k": "团队加入 OpenAI", "v": "Instant Cloud 停止新注册，2027-08-31 关停", "date": "2026-08", "src": "https://www.instantdb.com/essays/instant_team_joins_openai" } ], "owner": "团队加入 OpenAI，2026-08，条件未披露", "note": "官方说法是「团队加入 OpenAI」，不是公司收购，不要写收购价。云服务已停新注册，2027-08-31 关停，开源代码保留。官方文章说多数用户是通过 agent 开始用 Instant 的。公告日期各家写 08-19 / 08-22 不一，原文无日期。 属于人才收购（acqui-hire），交易条款未披露。" }, { "name": "Liveblocks", "group": "s4", "url": "https://liveblocks.io", "founded": 2021, "desc": "实时协作基础设施（多人编辑、评论、通知），让人和 AI agent 同时改同一份数据", "total_raised": "累计融资 $6.4M", "funding": [ { "date": "2022-03", "round": "种子轮", "amount": "$5M", "lead": "Boldstart Ventures（Atlassian、Kima、Seedcamp 跟投）", "src": "https://beta.liveblocks.io/blog/liveblocks-raises-$5M-in-seed-funding-from-boldstart-atlassian-seedcamp-and-more" }, { "date": "2021-09", "round": "Pre-seed", "amount": "$1.4M", "lead": "Seedcamp", "src": "https://profiles.crustdata.com/company/liveblocks" } ], "key_data": [], "note": "总部各数据站写法不一（旧金山 / 巴黎），未写 hq。2022 年之后没有公开新一轮。2025-06 发 Liveblocks 3.0，把定位改成「人和 AI 协作」的基础设施；agent 是新增场景，不是唯一场景。" }, { "name": "PlanetScale", "group": "s3", "url": "https://planetscale.com", "hq": "旧金山", "founded": 2018, "desc": "托管 MySQL（Vitess）和 Postgres 数据库，主打生产级可靠性，2025 年起出 $5 入门档", "total_raised": "累计融资 $105M", "funding": [ { "date": "2021-11", "round": "C 轮", "amount": "$50M", "lead": "Kleiner Perkins", "src": "https://www.businesswire.com/news/home/20211116005566/en" } ], "key_data": [ { "k": "Postgres 生产用户", "v": "数百家公司（GA 时）", "date": "2025-09", "src": "https://planetscale.com/blog/planetscale-for-postgres-is-generally-available" } ], "customers": [ "Convex（底层存储跑在 PlanetScale Postgres 上）" ], "note": "CEO Sam Lambert 2025-06 公开说不为 vibe coding / agent 负载优化，之后才转做 Postgres 和 $5 档；它进图更多是「agent 应用的生产库」，不是「给 agent 即时开库」。2021 年后没有公开新一轮，估值未披露；Latka、Forge 上的收入 / 估值是第三方估算，不用。" }, { "name": "ClickHouse", "group": "s3", "url": "https://clickhouse.com", "founded": 2021, "desc": "开源列式分析数据库，云服务存 agent 日志、观测和大规模分析数据；收购了 Langfuse", "valuation": { "v": "$15B", "date": "2026-01", "kind": "报道（D 轮）", "src": "https://siliconangle.com/2026/01/16/database-maker-clickhouse-raises-400m-acquires-ai-observability-startup-langfuse/" }, "revenue": { "v": "$350M+", "date": "2026-08", "kind": "年化（知情人士，媒体报道；公司 2026-05 自报 $250M+）", "src": "https://dealroom.co/news/146838-clickhouse-arr-passes-350m-as-ai-agents-fuel-database-demand/" }, "total_raised": "累计融资约 $1.2B", "funding": [ { "date": "2026-01", "round": "D 轮", "amount": "$400M", "lead": "Dragoneer", "post": "$15B", "src": "https://clickhouse.com/blog/clickhouse-raises-400-million-series-d-acquires-langfuse-launches-postgres" } ], "key_data": [ { "k": "ClickHouse Cloud 客户数", "v": "3,000+", "date": "2026-01", "src": "https://clickhouse.com/blog/clickhouse-raises-400-million-series-d-acquires-langfuse-launches-postgres" }, { "k": "ARR 同比增长", "v": "250%+", "date": "2026-01", "src": "https://clickhouse.com/blog/clickhouse-raises-400-million-series-d-acquires-langfuse-launches-postgres" }, { "k": "毛利率", "v": "50%–70%（CEO 说法）", "date": "2026-08", "src": "https://dealroom.co/news/146838-clickhouse-arr-passes-350m-as-ai-agents-fuel-database-demand/" }, { "k": "ARR（公司自报）", "v": "$250M+，客户 4,000+", "date": "2026-05", "src": "https://clickhouse.com/blog/thank-you-for-building-with-us" } ], "note": "2026-01-16 D 轮同日宣布收购 Langfuse（开源 LLM 观测，Langfuse 已在其他栏收录，不重复）并推出原生 Postgres 服务。$15B 估值来自媒体（SiliconANGLE、Bloomberg 等），官方稿只写金额。累计约 $1.2B 来自 LeMagIT 引 Crunchbase。2021 年是从 Yandex 拆出成立公司的年份，开源项目更早。" }, { "name": "ElectricSQL", "group": "s4", "url": "https://electric-sql.com", "founded": 2021, "desc": "Postgres 实时同步引擎和 PGlite（跑在浏览器 / 沙盒里的 WASM Postgres），给每个 agent 一个本地库", "total_raised": "已披露 pre-seed 约 $0.6M（2022）", "funding": [ { "date": "2026-08", "round": "被 Databricks 收购", "amount": "未披露", "lead": "Databricks", "post": "", "src": "https://www.techtarget.com/data-technologies/news/366649200/Databricks-Electric-acquisition-adds-embeddable-PostgreSQL" } ], "key_data": [ { "k": "PGlite 每周下载", "v": "100 万 → 1,300 万（12 个月）", "date": "2026-08", "src": "https://www.databricks.com/blog/electric-joins-databricks-bring-wasm-postgres-ai-agent-sandboxes" } ], "owner": "被 Databricks 收购（团队并入 Neon），2026-08，金额未披露", "note": "Databricks 官方博客 2026-08-11 写「Electric joins Databricks」，定位是把 WASM Postgres 放进 AI agent 沙盒、再同步回 Lakebase。PGlite 下载大头是 Prisma CLI 等别人的依赖，不等于直接用户。第三方称累计融资约 $7M、Electric Cloud 关停，官方博客未提，未写进 total。" }, { "name": "Nile", "group": "s3", "url": "https://www.thenile.dev", "hq": "旧金山", "founded": 2021, "desc": "多租户 Serverless Postgres，按客户 / 租户隔离数据和算力，给 SaaS 和 AI 应用用", "total_raised": "累计融资 $11.6M", "funding": [ { "date": "2024-01", "round": "种子轮", "amount": "$11.6M", "lead": "Benchmark（Eric Vishria）", "src": "https://techcrunch.com/2024/01/30/nile-raises-11-6m-in-seed-funding-to-build-a-postgres-powered-data-layer-for-saas-applications/" } ], "key_data": [], "note": "融资时的定位是「多租户 SaaS 的 Postgres」，agent 不是主打场景，属于边缘收录。没有公开用量数；npm 包 @niledatabase/server 月下载约 5,000，官网月访问约 2 万（我们底稿的 Similarweb 数）。" }, { "name": "Prisma Postgres", "group": "s3", "url": "https://www.prisma.io/postgres", "hq": "柏林", "founded": 2016, "desc": "ORM 公司 Prisma 的托管 Postgres；npx create-db 免注册秒开库，专门给 coding agent 用", "total_raised": "累计融资 $56.5M", "funding": [ { "date": "2022-04", "round": "B 轮（Prisma 公司）", "amount": "$40M", "lead": "Altimeter", "src": "https://blog.prisma.io/blog/series-b-announcement-v8t12ksi6x" } ], "key_data": [ { "k": "早期两周新建库", "v": "3,000+", "date": "2024-11", "src": "https://www.prisma.io/blog/prisma-postgres-free-during-early-access" } ], "owner": "Prisma（Prisma Data, Inc.）的产品线", "product_line_of": "Prisma", "note": "融资是 Prisma 公司层面（2022 年之后没有新一轮），不是 Prisma Postgres 单独融资。2025-02 推出给 AI coding agent 的免认证开库 API；2026 年又出 Prisma Compute。Prisma 收入从未公布（Latka 估算不用）。用量只有 2024-11 那一个早期数字。" }, { "name": "SurrealDB", "group": "s3", "url": "https://surrealdb.com", "hq": "伦敦", "founded": 2021, "desc": "多模型数据库（关系、文档、图、向量合一），主打给 agent 存持久状态和记忆", "total_raised": "累计融资 $44M", "funding": [ { "date": "2026-02", "round": "A 轮扩展", "amount": "$23M", "lead": "新投资方 Chalfen Ventures、Begin Capital（FirstMark、Georgian 跟投）", "src": "https://surrealdb.com/blog/surrealdb-raises-23m-series-a-extension-to-power-the-ai-native-database-era" } ], "key_data": [], "note": "A 轮合计 $38M（含本次 $23M 扩展）。领投方说法不一：官方博客只写新加入的 Chalfen、Begin，部分媒体写 Madrona 领投，以官方为准。产品偏「agent 记忆 / 上下文」，可能和 Context / Memory 栏重叠，放哪一栏请统一。" }, { "name": "Railway", "group": "r5", "url": "https://railway.com", "hq": "旧金山", "founded": 2020, "desc": "按秒计费、无席位费的应用托管平台，CLI / MCP / Skill 一行接入，Claude Code 最常选它部署后端", "total_raised": "累计融资 $124M", "funding": [ { "date": "2026-01", "round": "B 轮", "amount": "$100M", "lead": "TQ Ventures（FPV、Redpoint、Unusual 跟投）", "src": "https://railway.com/changelog/2026-01-23-100m-series-b" } ], "key_data": [ { "k": "用户数", "v": "300 万", "date": "2026-04", "src": "https://x.com/JustJake/status/2049936062139773294" }, { "k": "每月部署", "v": "约 1 亿次", "date": "2026-07", "src": "https://x.com/JustJake/status/2072717859466489912" }, { "k": "Claude Code 部署 Python 后端时选它的比例", "v": "82%", "date": "2026-02", "src": "https://amplifying.ai/research/claude-code-picks" }, { "k": "@railway/cli npm 月下载", "v": "157 万（2026-02 为 35 万）", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@railway/cli" } ], "note": "B 轮估值未披露，网上 $125M 之类是估算站，不用；收入只有「2025 年 ×3」（创始人自报），不写具体数。官方 changelog 没写领投方，TQ Ventures 领投来自 VentureBeat 报道。累计 $124M 是 Jake Cooper 在 Latent Space 播客（2026-05）里说的；2022-05 A 轮 $20M 由 Redpoint 领投。用户、部署数都是创始人 X 自报、未审计。2026-04 PocketOS 事件：agent 用权限过大的 Railway token 9 秒删掉生产库。" }, { "name": "Render", "group": "r5", "url": "https://render.com", "hq": "旧金山", "founded": 2018, "desc": "Heroku 式的全托管云平台（Web 服务、后台任务、Postgres），转型做 AI 应用和 agent 的统一运行时", "valuation": { "v": "$1.5B", "date": "2026-02", "kind": "公司公布估值", "src": "https://blogs.apievangelist.com/blogs/render-2026-02-17-render-raises-100m-at-15b-valuation/" }, "revenue": { "v": "$19.25M", "date": "2025", "kind": "聚合站估算（Dealroom）", "src": "https://dealroom.co/charts/saas-private-unicorns?embed=1&theme=light" }, "total_raised": "累计融资 $258M", "funding": [ { "date": "2026-02", "round": "C 轮扩展", "amount": "$100M", "lead": "Georgian", "post": "$1.5B", "src": "https://blogs.apievangelist.com/blogs/render-2026-02-17-render-raises-100m-at-15b-valuation/" } ], "key_data": [ { "k": "开发者数", "v": "450 万+", "date": "2026-02", "src": "https://blogs.apievangelist.com/blogs/render-2026-02-17-render-raises-100m-at-15b-valuation/" }, { "k": "每月新增开发者", "v": "25 万+", "date": "2026-02", "src": "https://blogs.apievangelist.com/blogs/render-2026-02-17-render-raises-100m-at-15b-valuation/" } ], "customers": [ "Base44", "Cognition" ], "note": "出处是 Render 2026-02-17 公告的转载页（BusinessWire 原稿限流没打开）；CB Insights 写累计 $256.85M，和公司稿 $258M 略有出入。客户名来自我们底稿里的新闻稿摘录。" }, { "name": "Netlify", "group": "r5", "url": "https://www.netlify.com", "hq": "旧金山", "founded": 2014, "desc": "网站和 Web 应用托管平台，2026 年推出 Agent Runners 和给 agent 用的 netlify.ai 入口", "valuation": { "v": "$2B", "date": "2021-11", "kind": "投后（D 轮）", "src": "https://www.netlify.com/press/netlify-raises-usd105-million-to-transform-development-for-the-modern-web" }, "total_raised": "累计融资约 $212M", "funding": [ { "date": "2021-11", "round": "D 轮", "amount": "$105M", "lead": "Bessemer Venture Partners", "post": "$2B", "src": "https://www.netlify.com/press/netlify-raises-usd105-million-to-transform-development-for-the-modern-web" } ], "key_data": [ { "k": "开发者数", "v": "1,100 万", "date": "2026-02", "src": "https://x.com/biilmann/status/2022758070519222562" }, { "k": "netlify-cli npm 月下载", "v": "163 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/netlify-cli" } ], "note": "最后一次公开融资仍是 2021 年，$2B 是旧估值；收入未公布。2026-04-14 取消按席位收费，CEO 原话把原因归到 agent 让更多人来建东西。累计约 $212M 来自维基百科，各站不一。" }, { "name": "Koyeb", "group": "r5", "url": "https://www.koyeb.com", "hq": "巴黎", "founded": 2020, "desc": "Serverless 部署平台（含 GPU 推理和 Koyeb Sandboxes），被 Mistral 收进 Mistral Compute", "total_raised": "累计融资 $8.6M", "funding": [ { "date": "2023-11", "round": "种子轮", "amount": "$7M", "lead": "Serena（ISAI、Samsung NEXT、MongoDB 等跟投）", "src": "https://www.samsungnext.com/blog/why-we-invested-in-koyeb" }, { "date": "2026-02", "round": "被 Mistral AI 收购", "amount": "未披露", "lead": "Mistral AI", "post": "", "src": "https://techcrunch.com/2026/02/17/mistral-ai-buys-koyeb-in-first-acquisition-to-back-its-cloud-ambitions/" } ], "key_data": [], "owner": "被 Mistral AI 收购，2026-02，金额未披露", "note": "Mistral 的第一笔收购（2026-02-17）；平台收购后继续独立运营，13 名员工和 3 位联创并入 Mistral。累计 $8.6M 来自 Business Insider 报道。创始团队来自 Scaleway。 13 名员工和 3 位创始人并入 Mistral Compute。" }, { "name": "DigitalOcean", "group": "r5", "url": "https://www.digitalocean.com", "hq": "纽约", "founded": 2011, "desc": "上市云厂商，App Platform 托管应用，Gradient AI Agentic Cloud 提供推理和 agent 托管", "valuation": { "v": "~$11.6B", "date": "2026-10", "kind": "市值（上市公司）", "src": "https://emweb.eastmoney.com/PC_USF10/pages/index.html?code=DOCN&type=web&color=w" }, "revenue": { "v": "$281.2M", "date": "2026-06", "kind": "单季收入（Q2 2026，同比 +29%）", "src": "https://www.sec.gov/Archives/edgar/data/0001582961/000162828026052135/a2026-q2dopressrelease.htm" }, "total_raised": "上市公司（2021-03 纽交所上市），不按融资口径统计", "funding": [], "key_data": [ { "k": "AI 客户 ARR", "v": "$234M（同比 +212%）", "date": "2026-06", "src": "https://www.sec.gov/Archives/edgar/data/0001582961/000162828026052135/a2026-q2dopressrelease.htm" }, { "k": "年化运行收入", "v": "$1,125M", "date": "2026-06", "src": "https://www.sec.gov/Archives/edgar/data/0001582961/000162828026052135/a2026-q2dopressrelease.htm" }, { "k": "ARR", "v": "$1.13B", "date": "2026-06", "src": "https://www.barchart.com/story/news/3635435/digitalocean-nysedocn-exceeds-q2-cy2026-expectations-but-stock-drops-10-9" }, { "k": "2026 全年收入指引", "v": "约 $1.18B", "date": "2026-08", "src": "https://www.barchart.com/story/news/3635435/digitalocean-nysedocn-exceeds-q2-cy2026-expectations-but-stock-drops-10-9" } ], "owner": "NYSE 上市（DOCN）", "public": true, "note": "收入是整家公司的，包括虚拟机、存储、GPU；AI 客户 ARR 里大头是 GPU 推理，GPU 部分属于 r4 算力栏，这里只按「App Platform + Gradient agent 托管」收。agent 托管单独收入未披露。 已有 rev $281.2M 是单季度（2026 Q2）收入，不是年化。" }, { "name": "Heroku", "group": "r5", "url": "https://www.heroku.com", "hq": "旧金山", "founded": 2007, "desc": "Salesforce 旗下的老牌 PaaS，2026 年起只维护不再开发新功能，是 agent 时代退场的先例", "total_raised": null, "funding": [], "key_data": [ { "k": "状态", "v": "进入 sustaining engineering，不再开发新功能、不签新企业合同", "date": "2026-02", "src": "https://www.theregister.com/2026/02/09/heroku_freeze/" }, { "k": "Salesforce 收购价", "v": "$212M", "date": "2010-12", "src": "https://siliconangle.com/2026/02/06/salesforce-stop-selling-enterprise-heroku-subscriptions-scale-back-upgrades/" }, { "k": "转入维护模式", "v": "停售企业版新合同，缩减新功能开发", "date": "2026-02", "src": "https://siliconangle.com/2026/02/06/salesforce-stop-selling-enterprise-heroku-subscriptions-scale-back-upgrades/" } ], "owner": "被 Salesforce 收购，2010-12，$212M", "note": "不是关停：仍在运营、老客户可续约、信用卡客户不受影响，没有关停日期，不要写「已关停」。2022-11 已砍掉免费层。Salesforce 说把投资转向企业级 AI。收购金额是公开旧闻，本次没单独核对出处。 Salesforce 子公司，没有独立收入 / 估值披露。" }, { "name": "Alpic", "group": "r5", "url": "https://alpic.ai", "hq": "巴黎 / 旧金山", "founded": 2025, "desc": "专门托管 MCP 服务器和 ChatGPT 应用的云平台，一键部署、监控，让产品能被 agent 调用", "total_raised": "累计融资 $6M", "funding": [ { "date": "2025-09", "round": "Pre-seed", "amount": "$6M（€5.1M）", "lead": "Partech（K5 Global、Kima 等跟投）", "src": "https://partechpartners.com/news/alpic-raises-6-million-in-pre-seed-funding-to-build-the-first-mcp-native-cloud-platform" } ], "key_data": [], "customers": [ "Kiwi.com", "Bitmovin", "TwelveLabs" ], "note": "托管的是「给 agent 调用的服务」，不是托管 agent 本身；如果 MCP / Hands 栏已经收了 MCP 托管类公司，可以挪过去。客户名来自第三方数据站（startupintros），未在官网核对。" }, { "name": "Zenity", "group": "i3", "url": "https://zenity.io", "hq": "纽约 / 特拉维夫", "founded": 2021, "desc": "给企业 AI agent 做安全与治理：盯权限、工具、记忆和实时动作，可在执行前拦截", "valuation": { "v": "~$900M", "date": "2026-08", "kind": "第三方估算（公司未披露）", "src": "https://www.caplight.com/company/zenity" }, "total_raised": "累计融资 ~$185M", "funding": [ { "date": "2026-08", "round": "C 轮", "amount": "$125M", "lead": "Norwest", "src": "https://www.ynetnews.com/business/article/syx00ge0bzg" } ], "key_data": [ { "k": "员工数", "v": "230+", "date": "2026-08", "src": "https://thenextweb.com/news/zenity-125m-series-c-ai-agent-security" }, { "k": "收入增长", "v": "连续两年每年 3 倍，今年预计再 3 倍（公司自报）", "date": "2026-08", "src": "https://www.ynetnews.com/business/article/syx00ge0bzg" }, { "k": "收入增速", "v": "过去两年每年收入翻 3 倍，今年预计继续（公司自报，未给绝对值）", "date": "2026-08", "src": "https://www.ynetnews.com/business/article/syx00ge0bzg" } ], "customers": [ "SoftBank Corp." ], "note": "估值仅为 Caplight 估算，公司未公布；累计融资口径 $163M–$185M 不等，取公司 / 媒体口径 ~$185M" }, { "name": "Noma Security", "group": "i3", "url": "https://noma.security", "hq": "纽约 / 特拉维夫", "founded": 2023, "desc": "一体化 AI / agent 安全平台：资产发现、红队测试、运行时防护", "total_raised": "累计融资 $132M", "funding": [ { "date": "2025-07", "round": "B 轮", "amount": "$100M", "lead": "Evolution Equity Partners", "src": "https://www.bankinfosecurity.net/noma-raised-100m-to-expand-agentic-ai-security-platform-a-29107" } ], "key_data": [ { "k": "ARR 增长", "v": "一年 +1,300%（公司自报，未给绝对值）", "date": "2025-07", "src": "https://www.linkedin.com/posts/alon-tron_huge-milestone-even-bigger-mission-we-are-activity-7356695598034489344-EK6J" }, { "k": "今年收入预期", "v": ">$10M（媒体报道）", "date": "2026-04", "src": "https://www.calcalist.co.il/calcalistech/article/2i0s158nj" } ], "note": "2026-04 以色列媒体称创始人拒绝收购要约、准备再融一轮；截至 2026-10 未查到新一轮公告" }, { "name": "Lasso Security", "group": "i3", "url": "https://www.lasso.security", "hq": "特拉维夫", "founded": 2023, "desc": "AI 与 agent 运行时防护，主打只用 CPU 的低成本护栏 LEAP", "total_raised": "累计融资 ~$36M", "funding": [ { "date": "2026-09", "round": "A 轮", "amount": "$30M", "lead": "ClearSky", "src": "https://www.finsmes.com/2026/09/lasso-security-raises-30m-in-funding.html" }, { "date": "2023-06", "round": "种子轮", "amount": "$6M", "lead": "Entrée Capital", "src": "https://www.helpnetsecurity.com/tag/lasso-security/" } ], "key_data": [ { "k": "收入增长", "v": "过去 12 个月 +500%（公司自报）", "date": "2026-09", "src": "https://dealroom.co/news/148347-lasso-security-raises-30m-series-a-to-run-ai-guardrails-without-gpus/" } ], "customers": [ "美国联邦政府部分部门" ], "note": "累计融资为两轮公开金额相加" }, { "name": "Token Security", "group": "i2", "url": "https://www.token.security", "hq": "特拉维夫 / 纽约", "founded": 2023, "desc": "给 AI agent 和机器身份（NHI）做发现、生命周期与权限治理", "total_raised": "累计融资 $27M", "funding": [ { "date": "2025-01", "round": "A 轮", "amount": "$20M", "lead": "Notable Capital", "src": "https://fintech.global/2025/01/29/token-security-raises-20m-to-tackle-enterprise-machine-identity-threats/" } ], "key_data": [], "note": "RSAC 2026 创新沙盒决赛入围；2026 年未查到新融资" }, { "name": "Onyx Security", "group": "i3", "url": "https://www.onyx.security", "hq": "纽约 / 以色列", "founded": 2024, "desc": "企业 AI agent 控制平面：管权限、看行为、实时纠正越界动作", "valuation": { "v": "~$640M", "date": "2026-07", "kind": "报道（公司未官宣）", "src": "https://thenextweb.com/news/onyx-security-113m-series-b-ai-agent-control-plane" }, "total_raised": "累计融资 $153M", "funding": [ { "date": "2026-07", "round": "B 轮", "amount": "$113M", "lead": "Bessemer Venture Partners", "post": "~$640M 投后（报道）", "src": "https://dealroom.co/news/141979-onyx-raises-113m-series-b-at-640m-valuation-four-months-after-leaving-st/" } ], "key_data": [ { "k": "受保护 agent 数", "v": "110 万+（公司自报）", "date": "2026-07", "src": "https://thenextweb.com/news/onyx-security-113m-series-b-ai-agent-control-plane" }, { "k": "员工数", "v": "80+", "date": "2026-07", "src": "https://dealroom.co/news/141979-onyx-raises-113m-series-b-at-640m-valuation-four-months-after-leaving-st/" }, { "k": "收入增速", "v": "出隐身 4 个月收入涨到 4 倍（公司自报，未给绝对值）", "date": "2026-07", "src": "https://www.tmcnet.com/usubmit/2026/07/29/10422436.htm" } ], "note": "2026-03 出隐身期；Anthropic 2026-06 称已集成其技术。Forge 给的投后为 $614M，与报道的 $640M 略有出入" }, { "name": "Opsin", "group": "i3", "url": "https://www.opsinsecurity.com", "hq": "圣何塞", "founded": 2023, "desc": "盯企业里 Copilot、ChatGPT、Claude 等平台上的 agent，按身份与权限评估风险", "total_raised": "累计融资 $21M+", "funding": [ { "date": "2026-10", "round": "未注明", "amount": "$21M", "lead": "SYN Ventures、Race Capital", "src": "https://www.opsinsecurity.com/blog/opsin-raises-21m-to-expand-its-risk-protection-layer" } ], "key_data": [ { "k": "员工数", "v": "~20", "date": "2026-10", "src": "https://africa.businessinsider.com/news/this-startup-raised-dollar21-million-to-clean-up-the-ai-agent-mess-hitting-companies/37e80nm" } ], "note": "成立年份未在来源中核实；累计只计本轮" }, { "name": "SGNL", "group": "i1", "url": "https://sgnl.ai", "hq": "帕洛阿尔托", "founded": 2021, "desc": "运行时动态授权：按实时风险给人、机器和 agent 发放或收回权限", "valuation": { "v": "~$740M", "date": "2026-01", "kind": "收购价（CrowdStrike）", "src": "https://www.cnbc.com/2026/01/08/crowdstrike-ai-cybersecurity-sgnl-acquisition.html" }, "total_raised": null, "funding": [ { "date": "2025-02", "round": "早期轮", "amount": "$30M", "src": "https://www.cnbc.com/2026/01/08/crowdstrike-ai-cybersecurity-sgnl-acquisition.html" }, { "date": "2026-01", "round": "被 CrowdStrike 收购", "amount": "~$740M", "lead": "CrowdStrike", "post": "", "src": "https://www.cnbc.com/2026/01/08/crowdstrike-ai-cybersecurity-sgnl-acquisition.html" } ], "key_data": [], "owner": "被 CrowdStrike 收购，2026-01 宣布，约 $740M", "note": "CrowdStrike 史上最大单笔收购 现有估值 ~$740M 即 CrowdStrike 收购价" }, { "name": "Veza", "group": "i2", "url": "https://veza.com", "hq": "洛斯加托斯", "founded": 2020, "desc": "身份治理与权限图谱，管人、机器和 AI agent 能访问什么数据", "valuation": { "v": "$1B+", "date": "2025-12", "kind": "收购价（媒体报道，ServiceNow 未官方披露）", "src": "https://www.forbes.com/sites/moorinsights/2025/12/12/servicenow-agrees-to-buy-veza-to-govern-ai-agent-permissions-at-scale/" }, "total_raised": "累计融资 $235M", "funding": [ { "date": "2025-04", "round": "D 轮", "amount": "$108M", "lead": "NEA", "post": "$808M 投后", "src": "https://www.businesswire.com/news/home/20250428090240/en/Veza-Raises-%24108-Million-in-Series-D-at-%24808-Million-Valuation-to-Meet-Global-Demand-for-its-Pioneering-Identity-Security-Platform" }, { "date": "2026-03", "round": "被 ServiceNow 收购", "amount": "$1B+（报道）", "lead": "ServiceNow", "post": "", "src": "https://veza.com/blog/veza-servicenow-the-enterprise-agent-identity-control-plane/" } ], "key_data": [ { "k": "管理的权限数", "v": "200 亿+", "date": "2025-04", "src": "https://www.businesswire.com/news/home/20250428090240/en/Veza-Raises-%24108-Million-in-Series-D-at-%24808-Million-Valuation-to-Meet-Global-Demand-for-its-Pioneering-Identity-Security-Platform" } ], "owner": "被 ServiceNow 收购，2025-12 宣布，报道 $1B+", "chinese_team": { "lv": "cofounder", "who": "Maohua Lu · 联合创始人兼 CTO", "why": "清华大学计算机本科（2000–2004），后在石溪大学读博，曾任职 IBM、Rubrik（Veza 官网团队页）", "src": "https://veza.com/team/tarun-thakur-maohua-lu-and-prasanna-naik/", "by": "", "o": "cn" }, "note": "并入 ServiceNow AI Control Tower，用于治理 agent 权限 2025-12 宣布、2026-03 完成；D 轮（2025-04）投后据 Forbes 约 $808M" }, { "name": "Persona", "group": "i6", "url": "https://withpersona.com", "hq": "旧金山", "founded": 2018, "desc": "身份核验平台，推出 KYA（Know Your Agent），核验 agent 背后的真人与企业", "valuation": { "v": "$2B", "date": "2025-04", "kind": "投后", "src": "https://www.biometricupdate.com/202504/persona-reaches-2-billion-valuation-with-new-investment-round" }, "revenue": { "v": "$100M+", "date": "2025", "kind": "媒体估算（Forbes 估算 ARR，Inc. 转述）", "src": "https://www.inc.com/georgia-fearn/the-internet-is-starting-to-card-everyone-these-startups-are-making-millions-from-it/91364328" }, "total_raised": "累计融资约 $418M（媒体口径）", "funding": [ { "date": "2025-04", "round": "D 轮", "amount": "$200M", "lead": "Founders Fund、Ribbit Capital", "post": "$2B", "src": "https://withpersona.com/blog/series-d" } ], "key_data": [], "customers": [ "OpenAI", "LinkedIn", "Etsy", "Affirm" ], "note": "主业是 KYC / KYB，agent 身份是新产品线（KYA 页面 2026）" }, { "name": "Silverfort", "group": "i2", "url": "https://www.silverfort.com", "hq": "特拉维夫 / 波士顿", "founded": 2016, "desc": "身份防护平台，运行时访问控制覆盖人、服务账号和 AI agent", "valuation": { "v": "~$1B", "date": "2024-01", "kind": "报道", "src": "https://www.crn.com/news/security/2024/silverfort-launches-formal-channel-program-to-expand-identity-security-with-partners" }, "revenue": { "v": "~$82M", "date": "2026-09", "kind": "聚合站估算（Latka）", "src": "https://getlatka.com/companies/silverfort.com/competitors" }, "total_raised": "累计融资 ~$222M", "funding": [ { "date": "2024-01", "round": "D 轮", "amount": "$116M", "lead": "Brighton Park Capital", "src": "https://multiples.vc/private-comps/silverfort" } ], "key_data": [ { "k": "员工数", "v": "~600", "date": "2026-04", "src": "https://startuprise.org/cyber-unicorn-silverfort-acquires-ai-startup-fabrix-for-tens-of-millions/" } ], "note": "2026-04 收购 AI 访问决策初创 Fabrix（数千万美元）；Forge 显示 D 轮投后约 $698M，与「约 $1B」报道不一致 收入只有 Latka 一个聚合站口径，可信度低" }, { "name": "Teleport", "group": "i2", "url": "https://goteleport.com", "hq": "奥克兰（加州）", "founded": 2015, "desc": "基础设施访问平台，用短期证书给工程师、机器和 AI agent 发身份", "valuation": { "v": "$1.1B", "date": "2022-05", "kind": "投后", "src": "https://forgeglobal.com/search-companies/enterprise-software/?sortDirection=asc&sort=forgePrice&s=t+&page=9" }, "revenue": { "v": "~$49M", "date": "2026-08", "kind": "聚合站估算（Latka）", "src": "https://getlatka.com/companies/cradlepoint/vs/goteleport.com" }, "total_raised": "累计融资 ~$178M", "funding": [ { "date": "2022-05", "round": "C 轮", "amount": "$110M", "lead": "Bessemer Venture Partners", "post": "$1.1B", "src": "https://parsers.vc/startup/goteleport.com/" } ], "key_data": [], "customers": [ "NASDAQ", "Snowflake", "DoorDash" ], "note": "已推出 Agentic Identity Framework；与马来西亚物流公司 Teleport 同名，勿混。累计融资口径 $140M–$178M 不等 收入只有 Latka 一个聚合站口径，可信度低" }, { "name": "Lakera", "group": "i3", "url": "https://www.lakera.ai", "hq": "苏黎世", "founded": 2021, "desc": "LLM 与 agent 的提示注入防护和红队测试（Lakera Guard）", "valuation": { "v": "~$300M", "date": "2025-09", "kind": "收购价（Globes 报道，未官方披露）", "src": "https://gnet.globes.co.il/en/article-check-point-buys-swiss-ai-security-co-lakera-1001521951" }, "total_raised": "累计融资 ~$30M", "funding": [ { "date": "2024-07", "round": "A 轮", "amount": "$20M", "lead": "Atomico", "src": "https://www.redalpine.com/post/redalpine-s-july-update" }, { "date": "2025-09", "round": "被 Check Point 收购", "amount": "~$300M（报道）", "lead": "Check Point", "post": "", "src": "https://gnet.globes.co.il/en/article-check-point-buys-swiss-ai-security-co-lakera-1001521951" } ], "key_data": [ { "k": "员工数", "v": "70", "date": "2025-09", "src": "https://gnet.globes.co.il/en/article-check-point-buys-swiss-ai-security-co-lakera-1001521951" } ], "owner": "被 Check Point 收购，2025-10 完成，约 $300M", "note": "累计融资为 $10M 种子 + $20M A 轮相加" }, { "name": "Protect AI", "group": "i3", "url": "https://protectai.com", "hq": "西雅图", "founded": 2022, "desc": "AI / 模型供应链扫描、LLM 安全与红队，现为 Prisma AIRS 一部分", "valuation": { "v": "~$700M", "date": "2025-07", "kind": "收购价（S&P Capital IQ 报道）", "src": "https://www.zonebourse.com/actualite-bourse/palo-alto-networks-finalise-l-acquisition-de-protect-ai-inc-pour-environ-700-millions-de-dollars-ce7c5cdddd8ef626" }, "total_raised": "累计融资 $108.5M", "funding": [ { "date": "2024-08", "round": "B 轮", "amount": "$60M", "lead": "Evolution Equity Partners", "src": "https://www.businesswire.com/news/home/20240801066345/en/Protect-AI-Raises-%2460M-in-Series-B-Financing-to-Secure-Artificial-Intelligence-and-Machine-Learning-from-Unique-Security-Risks" }, { "date": "2025-07", "round": "被 Palo Alto Networks 收购", "amount": "~$700M", "lead": "Palo Alto Networks", "post": "", "src": "https://www.zonebourse.com/actualite-bourse/palo-alto-networks-finalise-l-acquisition-de-protect-ai-inc-pour-environ-700-millions-de-dollars-ce7c5cdddd8ef626" } ], "key_data": [], "owner": "被 Palo Alto Networks 收购，2025-07 完成，约 $700M" }, { "name": "Permit.io", "group": "i1", "url": "https://www.permit.io", "hq": "特拉维夫 / 纽约", "founded": 2020, "desc": "授权即服务：细粒度权限与审批流，并推出 MCP 授权网关管 agent", "total_raised": "累计融资 $14M", "funding": [ { "date": "2024-02", "round": "A 轮", "amount": "$8M", "lead": "Scale Venture Partners", "src": "https://www.businesswire.com/news/home/20240213359627/en/Permit.io-Raises-%248-Million-to-Free-Engineers-to-Write-Code-Not-Policies" } ], "key_data": [], "customers": [ "Tesla", "Schneider Electric" ], "note": "小公司；累计融资来自 CB Insights" }, { "name": "AuthZed", "group": "i1", "url": "https://authzed.com", "hq": "纽约", "founded": 2020, "desc": "开源权限数据库 SpiceDB（仿 Google Zanzibar），给应用和 AI agent 做细粒度授权", "total_raised": "累计融资 ~$16M", "funding": [ { "date": "2024-06", "round": "A 轮", "amount": "$12M", "src": "https://www.ycombinator.com/companies/authzed/jobs" } ], "key_data": [ { "k": "OpenAI 用它管的文档", "v": "370 亿+（ChatGPT 企业连接器）", "date": "2026", "src": "https://www.firstcvc.jp/global/authzed.com" } ], "customers": [ "OpenAI", "Canva", "Workday", "Zoom" ], "note": "小公司；OpenAI 文档数来自第三方整理，原始出处为 AuthZed 案例" }, { "name": "Helicone", "group": "e1", "url": "https://www.helicone.ai", "hq": "旧金山", "founded": 2023, "desc": "开源 LLM 可观测性与网关，改一行 base URL 就能记录每次调用", "total_raised": null, "funding": [ { "date": "2026-03", "round": "被 Mintlify 收购", "amount": "未披露", "lead": "Mintlify", "post": "", "src": "https://www.linkedin.com/posts/handotdev_helicone-is-joining-mintlify-ive-known-activity-7434647782021550080--UH-" } ], "key_data": [ { "k": "处理 token 量", "v": "14 万亿+", "date": "2026-03", "src": "https://www.linkedin.com/posts/josephmalchow_great-companies-often-start-with-a-simple-activity-7434994385068417024-TQoK" } ], "owner": "被 Mintlify 收购，2026-03，金额未披露", "note": "YC W23；融资金额未公开（仅知 2023 种子轮）。被收购后产品仍在运营 被 Mintlify 收购后产品进入维护模式（只做安全更新、修 bug、接新模型）；没查到公开融资额" }, { "name": "Traceloop", "group": "e1", "url": "https://www.traceloop.com", "hq": "特拉维夫", "founded": 2023, "desc": "开源 OpenLLMetry 的作者，基于 OpenTelemetry 做 LLM / agent 追踪与评测", "valuation": { "v": "$60M–$80M", "date": "2026-03", "kind": "收购价（Calcalist 估算）", "src": "https://www.digitaltoday.co.kr/en/view/15351/servicenow-acquires-traceloop-to-close-gaps-in-ai-governance" }, "total_raised": "累计融资约 $6.1M（CB Insights 口径）", "funding": [ { "date": "2025", "round": "种子轮", "amount": "未披露", "lead": "Ibex Investors、Sorenson Capital、Grand Ventures", "src": "https://traceloop.com/blog/traceloop-is-joining-servicenow" }, { "date": "2026-03", "round": "被 ServiceNow 收购", "amount": "$60M–$80M（报道估算）", "lead": "ServiceNow", "post": "", "src": "https://traceloop.com/blog/traceloop-is-joining-servicenow" } ], "key_data": [], "customers": [ "IBM", "Microsoft", "Miro", "Dynatrace" ], "owner": "被 ServiceNow 收购，2026-03，报道 $60M–$80M", "note": "并入 ServiceNow AI Control Tower 现有估值 $60M–$80M 实为收购价估算" }, { "name": "Raindrop", "group": "e1", "url": "https://www.raindrop.ai", "hq": "旧金山", "founded": 2024, "desc": "盯线上 agent 的语义异常（幻觉、误用工具），新推回放真实流量的仿真测试", "total_raised": "累计融资 $50M", "funding": [ { "date": "2026-09", "round": "A 轮", "amount": "未披露（报道 $22.6M–$35M）", "lead": "CRV", "src": "https://www.businesswire.com/news/home/20260917786051/en/Raindrop-Announces-Series-A-and-%2450M-in-Total-Funding-Led-by-CRV-to-Protect-the-World-from-AI-Agent-Failures" }, { "date": "2025-12", "round": "种子轮", "amount": "未披露", "lead": "Lightspeed", "src": "https://lsvp.com/stories/production-monitoring-for-an-increasingly-agentic-world-announcing-raindrops-series-a/" } ], "key_data": [], "customers": [ "Vercel", "Clay", "Framer" ], "note": "公司只公布累计 $50M，A 轮单轮金额媒体口径冲突（Axios 系 $22.6M，Dealroom 标题 $35M） 9 月 A 轮：多家报道 $35M（CRV 领投），PitchBook 记 $34.5M；公司页面只写累计 $50M" }, { "name": "Coval", "group": "e1", "url": "https://www.coval.ai", "hq": "旧金山", "founded": 2024, "desc": "语音 / 对话 agent 的仿真与评测平台，模拟口音、打断、噪音来测试", "total_raised": "累计融资 $31M", "funding": [ { "date": "2026-06", "round": "A 轮", "amount": "$28M", "lead": "Norwest", "src": "https://www.coval.ai/blog/coval-series-a" } ], "key_data": [], "customers": [ "Phonely（合作）" ] }, { "name": "Haize Labs", "group": "i4", "url": "https://www.haizelabs.com", "hq": "纽约", "founded": 2023, "desc": "自动化红队与评测：大规模攻击 LLM / agent 找失效点，也做裁判模型", "valuation": { "v": "~$100M", "date": "2024-08", "kind": "聚合站估算（CB Insights）", "src": "https://www.cbinsights.com/company/haize-labs/financials" }, "total_raised": "累计融资约 $12.5M（种子轮，General Catalyst 领投）", "funding": [ { "date": "2024-08", "round": "种子轮", "amount": "$12.5M", "lead": "General Catalyst", "post": "~$100M（报道）", "src": "https://druce.ai/governance/wiki/vendors/haize-labs" }, { "date": "2026-09", "round": "被 Beacon Software 收购", "amount": "未披露", "lead": "Beacon Software", "post": "", "src": "https://betakit.com/beacon-buys-new-yorks-haize-labs-to-boost-ai-reliability-across-its-portfolio/" } ], "key_data": [], "customers": [ "Anthropic", "OpenAI", "Scale AI" ], "owner": "被 Beacon Software 收购，2026-09，金额未披露", "note": "团队并入 Beacon 做应用 AI 研究组，对外产品前景不明；种子轮估值来源较弱 Beacon 是收购并整合软件公司的 AI 控股公司；CEO Leonard Tang 转任 Beacon AI 研究副总裁" }, { "name": "Vals AI", "group": "e1", "url": "https://www.vals.ai", "hq": "旧金山", "founded": 2024, "desc": "独立评测：把法律、金融、医疗、编程的真实工作做成私有基准给模型打分", "valuation": { "v": "$400M", "date": "2026-08", "kind": "投后（报道）", "src": "https://parsers.vc/startup/vals.ai/" }, "total_raised": "累计融资 $40M+", "funding": [ { "date": "2026-08", "round": "A 轮", "amount": "$40M", "lead": "a16z", "post": "$400M", "src": "https://seedtable.com/companies/vals-ai/funding-rounds/series-a-2026-08" } ], "key_data": [ { "k": "收入增长", "v": "今年至今已是 2025 全年的 8 倍（公司自报）", "date": "2026-08", "src": "https://dealroom.co/news/144926-vals-ai-raises-40m-series-a-at-400m-valuation-led-by-andreessen-horowitz/" }, { "k": "收入增速", "v": "今年收入已增长 8 倍（公司自报，未给绝对值）", "date": "2026-08", "src": "https://www.linkedin.com/posts/pear-vc_congrats-to-vals-ai-on-their-40m-series-activity-7493704451749433345-b6K9" } ], "note": "偏模型评测，被 OpenAI、Anthropic 等模型卡引用；Dealroom 另记估值 $258.8M，与多数报道的 $400M 冲突 Dealroom 一处写 A 轮估值 $258.8M，与公司宣布的 $400M 不一致，以公司口径为准" }, { "name": "AIUC", "group": "e1", "url": "https://aiuc.com", "hq": "旧金山", "founded": 2025, "desc": "AI agent 认证标准 AIUC-1：约 5,000 组攻击测试 + 审计 + 保险", "total_raised": "累计融资 $55M", "funding": [ { "date": "2026-09", "round": "A 轮", "amount": "$40M", "lead": "Ribbit Capital", "src": "https://aiuc.com/updates/series-a-announcement" }, { "date": "2025-07", "round": "种子轮", "amount": "$15M", "lead": "NFDG", "src": "https://siliconangle.com/2026/09/15/ai-agent-certification-startup-aiuc-raises-40m-to-begin-auditing-frontier-models/" } ], "key_data": [ { "k": "参与制定标准的安全负责人", "v": "250+", "date": "2026-09", "src": "https://aiuc.com/updates/series-a-announcement" } ], "customers": [ "Cursor", "ElevenLabs", "Harvey", "Lovable", "UiPath", "Fin" ] }, { "name": "Portkey", "group": "w1", "url": "https://portkey.ai", "hq": "旧金山 / 班加罗尔", "founded": 2023, "desc": "AI 网关：路由、可观测、护栏和成本控制，现为 Prisma AIRS 的 AI Gateway", "valuation": { "v": "$140M", "date": "2026-04", "kind": "收购价（10-Q 口径）", "src": "https://tetrate.io/learn/ai/portkey-palo-alto-acquisition" }, "total_raised": "累计融资 $18M", "funding": [ { "date": "2026-02", "round": "A 轮", "amount": "$15M", "lead": "Elevation Capital", "src": "https://portkey.ai/blog/series-a-funding/" }, { "date": "2026-04", "round": "被 Palo Alto Networks 收购", "amount": "未披露", "lead": "Palo Alto Networks", "post": "", "src": "https://www.thehindubusinessline.com/info-tech/palo-alto-networks-to-acquire-elevation-backed-ai-gateway-start-up-portkey/article70928135.ece" } ], "key_data": [], "owner": "被 Palo Alto Networks 收购，2026-05 完成，$140M", "note": "网关 + 可观测，划在 Evals 也可划在 Identity；A 轮时估值 $60M–$70M（媒体），两个月后被收购 2026-04-30 宣布，并入 Prisma AIRS；Economic Times 称收购让估值约翻倍到 $140M（现有估值即此口径），官方未披露价格" }, { "name": "Respan", "group": "e1", "url": "https://www.respan.ai", "hq": "旧金山", "founded": 2023, "desc": "原 Keywords AI，agent 可观测、评测、提示优化加 LLM 网关一体", "total_raised": "累计融资 $5M", "funding": [ { "date": "2026-03", "round": "种子轮", "amount": "$5M", "lead": "Gradient Ventures", "src": "https://www.respan.ai/blog/respan-raises-5m-seed" } ], "key_data": [], "note": "小公司，刚过 $5M 门槛；成立年份未核实" }, { "name": "Datadog LLM Observability", "group": "e1", "url": "https://www.datadoghq.com/product/llm-observability/", "hq": "纽约", "founded": 2010, "desc": "Datadog 的产品线：LLM 与 agent 调用追踪、评测、成本监控", "total_raised": null, "funding": [], "key_data": [ { "k": "AI 原生客户", "v": "750+", "date": "2026-06", "src": "https://www.nasdaq.com/articles/ddog-q2-earnings-call-highlights-broad-growth-amid-customer-usage-drop" }, { "k": "MCP 工具调用", "v": "环比 4 倍，较 2025Q4 涨 22 倍+", "date": "2026-06", "src": "https://www.nasdaq.com/articles/ddog-q2-earnings-call-highlights-broad-growth-amid-customer-usage-drop" } ], "owner": "Datadog（NASDAQ: DDOG）的产品线", "product_line_of": "Datadog", "note": "上市公司产品线，收入是全公司口径 卡片上不显示收入：$1.12B（Datadog 全公司单季收入（Q2 2026），非 LLM 产品线）是 Datadog 整家公司的数字。" }, { "name": "Opik（Comet）", "group": "e1", "url": "https://www.comet.com/site/products/opik/", "hq": "纽约", "founded": 2017, "desc": "Comet 的开源 LLM / agent 追踪与评测平台，可自托管", "total_raised": "累计融资 ~$70M", "funding": [ { "date": "2021-11", "round": "B 轮", "amount": "$50M", "lead": "OpenView", "src": "https://openviewpartners.com/blog/category/portfolio/" } ], "key_data": [ { "k": "GitHub Star", "v": "1.7 万+", "date": "2026-02", "src": "https://nieta-zjj.github.io/docs/02-%e8%b5%84%e6%ba%90/AI-%e7%bc%96%e7%a8%8b%e5%8a%a9%e6%89%8b%e4%b8%8eAgent/opik%ef%bc%9a%e5%bc%80%e6%ba%90-AI-%e8%a7%82%e6%b5%8b%e8%af%84%e4%bc%b0%e5%b7%a5%e5%85%b7%ef%bc%8c%e7%94%a8%e4%ba%8e%e8%bf%bd%e8%b8%aa%e4%b8%8e%e7%9b%91%e6%8e%a7-LLM-%e5%ba%94%e7%94%a8%e3%80%81RAG-%e7%b3%bb%e7%bb%9f%e5%8f%8a-Agent-%e5%b7%a5%e4%bd%9c%e6%b5%81" } ], "owner": "Comet ML 的产品线", "product_line_of": "Comet", "note": "融资是母公司 Comet 的；Star 数各来源从 5k 到 19k 不等，取较新的 1.7 万；累计 ~$70M 来源较弱" }, { "name": "Keenable", "group": "q1", "url": "https://keenable.ai", "founded": 2025, "desc": "自建千亿级网页索引，专给 AI 实验室和 agent 用的搜索与检索 API", "total_raised": "累计融资 $26M", "funding": [ { "date": "2026-08", "round": "种子轮", "amount": "$26M", "lead": "Accel（Conviction 跟投）", "src": "https://siliconangle.com/2026/08/25/agentic-web-search-infrastructure-startup-keenable-raises-26m/" } ], "key_data": [ { "k": "自建索引文档数", "v": "1,000 亿+（公司自报）", "date": "2026-08", "src": "https://dealroom.co/news/146879-keenable-emerges-from-stealth-with-26-million-seed-round" } ], "customers": [], "note": "创始人 Andrey Styskin 曾负责 Yandex 搜索、AI 和云业务；客户只说是「多家 AI 实验室和推理服务商」，未点名。founded 年份未见一手出处。" }, { "name": "Octen", "group": "q1", "url": "https://octen.ai", "hq": "San Francisco / 新加坡", "founded": 2025, "desc": "主打低延迟的实时网页搜索 API，给 agent、copilot 调用", "total_raised": "累计融资 $10M", "funding": [ { "date": "2026-04", "round": "种子轮", "amount": "$10M", "lead": "Square Peg", "src": "https://siliconangle.com/2026/04/22/octen-raises-10m-seed-funding-speed-ai-agent-search-queries/" } ], "key_data": [ { "k": "响应时间中位数", "v": "约 60 毫秒（公司自报）", "date": "2026-04", "src": "https://siliconangle.com/2026/04/22/octen-raises-10m-seed-funding-speed-ai-agent-search-queries/" } ], "customers": [], "chinese_team": { "lv": "founder", "who": "邹宽（Kuan Zou）· 创始人兼 CEO", "why": "曾在百度做企业搜索平台、在第四范式任产品总监、在阿里云任 AI 搜索产品负责人五年以上，硅谷科技评论（SVTR）收录其履历；没找到出生地或本科学校的出处", "src": "https://svtr.ai/persons/kuan-zou", "by": "", "o": "cn" }, "note": "融资时仍是邀请制 beta。创始人 Kuan Zou 曾在阿里云负责 AI 搜索；总部写旧金山和新加坡，按规则不是中国大陆公司，但团队背景请留意。" }, { "name": "Nimble", "group": "q1", "url": "https://www.nimbleway.com", "hq": "New York", "founded": 2021, "desc": "用多 agent 实时搜网页、校验后整理成可查询表格的网页数据平台", "valuation": { "v": "$400M–$450M", "date": "2026-02", "kind": "媒体估算（Globes：市场估计，公司未披露）", "src": "https://en.globes.co.il/en/article-israeli-web-intelligence-co-nimble-raises-47m-1001535902" }, "total_raised": "累计融资约 $75M", "funding": [ { "date": "2026-02", "round": "B 轮", "amount": "$47M", "lead": "Norwest（Databricks Ventures 新进）", "src": "https://techcrunch.com/2026/02/24/nimble-way-raises-47m-to-give-ai-agents-better-cleaner-data" } ], "key_data": [], "customers": [], "note": "累计约 $75M 来自 TechCrunch 报道。公司全名 Nimble Way。" }, { "name": "Oxylabs", "group": "q1", "url": "https://oxylabs.io", "hq": "Vilnius", "founded": 2015, "desc": "立陶宛网页数据 / 代理基础设施公司，转向给 AI 和 agent 供网页数据", "valuation": { "v": "$3.6B", "date": "2026-07", "kind": "投后", "src": "https://thenextweb.com/news/oxylabs-130m-warburg-pincus-web-data-ai-agents" }, "revenue": { "v": "$350M", "date": "2026-07", "kind": "ARR，公司自报", "src": "https://thenextweb.com/news/oxylabs-130m-warburg-pincus-web-data-ai-agents" }, "total_raised": "累计融资 $130M", "funding": [ { "date": "2026-07", "round": "首轮外部融资", "amount": "$130M", "lead": "Warburg Pincus", "post": "$3.6B", "src": "https://thenextweb.com/news/oxylabs-130m-warburg-pincus-web-data-ai-agents" } ], "key_data": [], "customers": [], "note": "此前自筹资金经营十年。2025-06 收购 ScrapingBee（见 ScrapingBee 条）。和已收的 Bright Data 是同一类老牌代理 / 抓取公司。" }, { "name": "ScrapingBee", "group": "q1", "url": "https://www.scrapingbee.com", "hq": "Paris", "founded": 2019, "desc": "网页抓取 API，帮开发者处理代理、无头浏览器和反爬", "valuation": { "v": "$10M+", "date": "2025-06", "kind": "收购价（八位数美元，投资人口径）", "src": "https://www.linkedin.com/posts/tinyseed_scrapingbee-joined-tinyseed-at-roughly-2k-activity-7431563544619294720-kc6I" }, "revenue": { "v": "€4.5M", "date": "2024-12", "kind": "媒体报道（ARR）", "src": "https://cfpp.cfnews.net/L-actualite/International/Operations/M-A/ScrapingBee-gratte-a-la-porte-d-un-lituanien-533938" }, "total_raised": "只拿过 TinySeed 加速器投资（金额未公开），基本自举", "funding": [ { "date": "2025-06", "round": "被 Oxylabs 收购", "amount": "八位数美元（未披露）", "lead": "Oxylabs", "post": "", "src": "https://cfpp.cfnews.net/L-actualite/International/Operations/M-A/ScrapingBee-gratte-a-la-porte-d-un-lituanien-533938" } ], "key_data": [ { "k": "收购", "v": "Oxylabs 集团八位数美元现金收购", "date": "2025-06", "src": "https://tech.eu/2025/06/20/oxylabs-group-strengthens-position-with-eight-figure-acquisition-of-scrapingbee/" } ], "customers": [], "owner": "被 Oxylabs 集团收购，2025-06，八位数美元现金（未披露具体金额）", "note": "ScrapingBee 博客一篇收购公告日期标为 2026-01，与新闻稿的 2025-06 冲突，以新闻稿为准。收购后保留品牌和管理层独立运营。TinySeed 投过。" }, { "name": "Apify", "group": "q1", "url": "https://apify.com", "hq": "Prague", "founded": 2015, "desc": "网页抓取与自动化工具市场（Actors），agent 可经 MCP 或 x402 直接调用付费", "revenue": { "v": "~$40M", "date": "2026-05", "kind": "公司自报（ARR，此前 $15M）", "src": "https://www.lupa.cz/aktuality/cesky-obchod-s-aplikacemi-uz-vyvojarum-mesicne-vyplaci-milion-dolaru-nakopl-ho-rozvoj-ai/" }, "total_raised": "累计融资约 $3.5M", "funding": [ { "date": "2024-04", "round": "风险投资轮", "amount": "$3M", "lead": "J&T Ventures", "src": "https://profiles.crustdata.com/company/apify" } ], "key_data": [ { "k": "可用 x402 付费调用的工具数", "v": "20,000+", "date": "2026-06", "src": "https://blog.apify.com/introducing-x402-agentic-payments/" }, { "k": "Apify Store 当月付给开发者", "v": "$76 万（2026 年 1 月，公司自报）", "date": "2026-02", "src": "https://parsers.vc/startup/apify.com/" }, { "k": "客户数", "v": "25,000（2024 年约 7,000）", "date": "2025-12", "src": "https://www.lupa.cz/aktuality/cesky-obchod-s-aplikacemi-uz-vyvojarum-mesicne-vyplaci-milion-dolaru-nakopl-ho-rozvoj-ai/" }, { "k": "月度付给开发者", "v": "$1M", "date": "2026-04", "src": "https://www.lupa.cz/aktuality/cesky-obchod-s-aplikacemi-uz-vyvojarum-mesicne-vyplaci-milion-dolaru-nakopl-ho-rozvoj-ai/" } ], "customers": [], "note": "融资很少，基本靠自身收入；Latka 的收入 $13.3M、估值 $93M 是第三方估算，未采用。融资数据来自聚合站。 Lupa.cz 未写 $40M ARR 对应的具体月份，按报道日期记。" }, { "name": "Diffbot", "group": "q1", "url": "https://www.diffbot.com", "hq": "Menlo Park", "founded": 2008, "desc": "抓全网做成知识图谱，卖网页抽取、知识图谱和 GraphRAG 接口", "revenue": { "v": "~$3.1M", "date": "2026-09", "kind": "聚合站估算（Latka）", "src": "https://getlatka.com/companies/apify/vs/diffbot" }, "total_raised": "累计融资约 $12.5M", "funding": [ { "date": "2016", "round": "A 轮", "amount": "未披露", "lead": "腾讯、Felicis", "src": "https://dealroom.co/companies/diffbot/" } ], "key_data": [], "customers": [], "chinese_team": { "lv": "founder", "o": "tw", "who": "Mike Tung（童）· 创始人兼 CEO", "why": "百度百科称其出生于台湾，伯克利本科、斯坦福 AI 硕士；知乎称其为美籍华人", "src": "https://baike.baidu.com/item/Diffbot/17029283" }, "note": "累计融资来自 Dealroom（约 $12.5M）；另有资料写约 $13M。2025 年开源 Diffbot LLM（GraphRAG）。没找到 2025–2026 新融资。" }, { "name": "SerpApi", "group": "q1", "url": "https://serpapi.com", "hq": "Austin", "founded": 2017, "desc": "把 Google 等搜索引擎结果页转成结构化 JSON 的 API，大量 AI 应用拿来做联网", "revenue": { "v": "~$3M", "date": "2025-06", "kind": "聚合站估算（Latka）", "src": "https://getlatka.com/companies/serpapi.com" }, "total_raised": "未外部融资（自举、盈利，聚合站口径）", "funding": [], "key_data": [ { "k": "收入构成", "v": "约 40% 来自 AI 创业公司（媒体估算）", "date": "2026", "src": "https://sacra.com/research/serpapi" } ], "customers": [], "note": "自筹资金、盈利，团队约 35 人（Sacra）。收入未公开。抓取 Google 结果页有法律风险（Google 曾起诉同类抓取方，本轮未核）。" }, { "name": "Grounding with Bing Search（Microsoft）", "group": "q1", "url": "https://learn.microsoft.com/en-us/lifecycle/announcements/bing-search-api-retirement", "desc": "微软的产品线：Azure AI Agents 里的必应联网检索，取代已停的 Bing Search API", "total_raised": null, "funding": [], "key_data": [ { "k": "Bing Search API 停服日", "v": "2025-08-11", "date": "2025-08", "src": "https://learn.microsoft.com/en-us/lifecycle/announcements/bing-search-api-retirement" } ], "customers": [], "owner": "Microsoft 产品线", "product_line_of": "Microsoft", "note": "它不返回原始搜索结果，而是由微软托管的 agent 消化后给答案，所以不能直接替代原 API。Exa、Parallel、You.com、Brave 都在抢原 Bing API 的客户。第三方博客写价格 $35/千次，未核官方。" }, { "name": "Kernel", "group": "b1", "url": "https://www.kernel.sh", "hq": "San Francisco", "founded": 2025, "desc": "给 agent 用的云浏览器：毫秒级启动、会话复用、反爬和自动扩容", "total_raised": "累计融资 $22M", "funding": [ { "date": "2025-10", "round": "种子 + A 轮", "amount": "$22M", "lead": "Accel", "src": "https://accel.com/news/our-investment-in-kernel-the-best-browser-infrastructure-for-agents" } ], "key_data": [ { "k": "每月浏览器数", "v": "100 万+（公司自报）", "date": "2026-08", "src": "https://theconsensus.dev/company/kernel.html" } ], "customers": [], "note": "PitchBook 写 A 轮单轮 $16M，$22M 是种子加 A 轮合计。有聚合站写「2026-10 B 轮 $223M」，查不到一手来源，不采用。" }, { "name": "Anchor Browser", "group": "b1", "url": "https://anchorbrowser.io", "hq": "Tel Aviv", "founded": 2024, "desc": "给 agent 用的云浏览器，主打保持登录、身份和隐身，做后台网页任务", "total_raised": "累计融资 $6M", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$6M", "lead": "Blumberg Capital（Gradient 跟投）", "src": "https://siliconangle.com/2025/10/22/anchor-secures-6m-build-next-generation-agentic-browser-automation/" } ], "key_data": [], "customers": [], "note": "Blumberg 公告提到 Cloudflare、Coinbase、Groq 是战略合作方。没找到用量数字。" }, { "name": "Airtop", "group": "b1", "url": "https://www.airtop.ai", "hq": "San Jose", "founded": 2020, "desc": "云浏览器平台，让 agent 登录、浏览、抽数据、填表单", "total_raised": "累计融资约 $38.8M", "funding": [], "key_data": [], "customers": [], "note": "前身 Switchboard。累计约 $38.8M 只来自聚合站（Caplight、Komo），轮次和日期各家说法冲突，没找到一手公告；投资方含 Sequoia、Spark（sequoiacap.com/companies/airtop 有列）。" }, { "name": "Steel", "group": "b1", "url": "https://steel.dev", "founded": 2024, "desc": "开源可自托管的 agent 浏览器 API，也卖托管云", "total_raised": null, "funding": [], "key_data": [ { "k": "默认槽位", "v": "进入 Stripe Projects 供应商列表", "date": "2026-07", "src": "https://x.com/steeldotdev/status/2077484412741333165" } ], "customers": [], "note": "融资数字不可靠：Caplight 写 $1M，StartupHub 写 $17M，都没一手出处，因此不写 total。开源 steel-browser 约 7k 星。按 b1 收是因为进了 Stripe Projects，规模门槛不够。" }, { "name": "Hyperbrowser", "group": "b1", "url": "https://www.hyperbrowser.ai", "founded": 2021, "desc": "高并发、反爬的云浏览器，agent 可用 x402 付 1 美分直接买一次会话", "total_raised": null, "funding": [], "key_data": [ { "k": "x402 买浏览器", "v": "1 美分 USDC 一次，无需账号和 API key", "date": "2026-10", "src": "https://x.com/hyperbrowser/status/2107606602115317961" } ], "customers": [], "note": "融资没找到可靠数（Caplight $125K，与 YC/Accel 背书说法不一致）。规模门槛不够，按协调要求收入 b1。" }, { "name": "Browserless", "group": "b1", "url": "https://www.browserless.io", "founded": 2017, "desc": "托管或自托管的无头 Chrome 服务，开源核心，供自动化和 agent 调用", "revenue": { "v": "~$4M", "date": "2026-03", "kind": "ARR，创始人在播客自述", "src": "https://saasclub.io/podcast/bootstrapped-saas-joel-griffith-browserless/" }, "total_raised": "未外部融资（自举、盈利，创始人自述）", "funding": [], "key_data": [], "customers": [], "note": "从未融资，团队不到 10 人且盈利（同一播客）。CB Insights 列过一笔 2022 种子轮，与创始人说法冲突。" }, { "name": "Lightpanda", "group": "b1", "url": "https://lightpanda.io", "hq": "Paris", "founded": 2022, "desc": "从零为机器写的轻量无头浏览器（Zig），比 Chrome 省内存、启动快", "total_raised": null, "funding": [ { "date": "2025-06", "round": "Pre-seed", "amount": "未披露", "lead": "ISAI", "src": "https://lightpanda.io/blog/posts/lightpanda-raises-preseed" } ], "key_data": [], "customers": [], "note": "天使含 Mistral、Hugging Face、Dust 创始人。Signalbase 写 $4.5M，未能核实，不写 total。规模门槛不够，按协调要求收入。" }, { "name": "Nekuda", "group": "p1", "url": "https://nekuda.ai", "hq": "New York", "founded": 2024, "desc": "agent 支付基础设施：agent 钱包、SDK，记录用户授权 agent 买什么", "total_raised": "累计融资 $5M", "funding": [ { "date": "2025-05", "round": "种子轮", "amount": "$5M", "lead": "Madrona（Amex Ventures、Visa Ventures 跟投）", "src": "https://www.businesswire.com/news/home/20250514808097/en" } ], "key_data": [], "customers": [], "note": "计划接入 Visa Intelligent Commerce。总部城市未见一手来源。" }, { "name": "Payman", "group": "p1", "url": "https://paymanai.com", "founded": 2024, "desc": "让 AI agent 收付款的平台，2026 年转向社区银行", "total_raised": "累计融资约 $12.6M–$14M", "funding": [], "key_data": [ { "k": "累计融资（聚合站）", "v": "$12.57M", "date": "2026", "src": "https://www.cbinsights.com/company/payman-ai" } ], "customers": [], "note": "累计融资只有聚合站数字（CB Insights $12.57M；Caplight 写 $28.8M 含一笔 2026-05 轮，未核实）。投资方含 Visa、Coinbase Ventures。2026-05 入选 ICBA ThinkTECH 加速器（VentureBeat 报道）。" }, { "name": "Orb", "group": "p1", "url": "https://www.withorb.com", "hq": "San Francisco", "founded": 2021, "desc": "按用量计费的账单基础设施，AI 公司按 token / 调用收费常用", "valuation": { "v": "$335M", "date": "2026-06", "kind": "收购价（现金）", "src": "https://www.fintechfutures.com/m-a/adyen-to-acquire-orb-for-335m" }, "total_raised": "累计融资 $44M", "funding": [ { "date": "2024-09", "round": "B 轮", "amount": "$25M", "lead": "Mayfield", "src": "https://techcrunch.com/2024/09/17/orb-builds-billing-infrastructure-so-businesses-dont-have-to/" }, { "date": "2026-06", "round": "被 Adyen 收购", "amount": "$335M 现金", "lead": "Adyen", "post": "", "src": "https://seedtable.com/exits/orb" } ], "key_data": [], "customers": [ "Vercel", "Glean", "Replit", "Supabase" ], "owner": "被 Adyen 收购，2026-06 宣布，预计 2026-07-01 交割，$335M 现金", "note": "宣布日期各家写 6-11 / 6-14 / 7-09，以 Adyen 新闻稿 6-11 为准；交割未见确认。与已收的 Metronome（被 Stripe 收）是同一条线：支付巨头买 AI 计费。 名单里的估值 $335M 就是收购价；CB Insights 记累计融资 $49.2M，与已有 $44M 略有出入。" }, { "name": "Lago", "group": "p1", "url": "https://www.getlago.com", "hq": "Paris / San Francisco", "founded": 2021, "desc": "开源的按用量计费与账单系统，AI 公司拿来按 token 收费", "total_raised": "累计融资 $22M", "funding": [ { "date": "2024-03", "round": "A 轮", "amount": "$15M", "lead": "FirstMark", "src": "https://sifted.eu/articles/open-source-billing-startup-lago-news" } ], "key_data": [], "customers": [ "Mistral", "Together AI" ], "note": "社区版 AGPLv3。没找到 2025–2026 新融资。" }, { "name": "Stigg", "group": "p1", "url": "https://www.stigg.io", "founded": 2021, "desc": "定价与权限层：管理额度、AI 积分和用量计量，接在现有账单系统前面", "total_raised": "累计融资约 $24M", "funding": [ { "date": "2024-12", "round": "A 轮", "amount": "$17.5M", "lead": "Red Dot Capital Partners", "src": "https://www.stigg.io/blog-posts/the-billing-monolith-is-dead-announcing-stiggs-17-5m-series-a-funding-to-build-the-future-of-monetization" } ], "key_data": [], "customers": [ "Miro", "Webflow", "AI21 Labs", "PagerDuty" ], "note": "2026-08 有聚合站称收购了 Received.ai，未核一手。" }, { "name": "Sapiom", "group": "p1", "url": "https://www.sapiom.ai", "hq": "San Francisco", "founded": 2025, "desc": "让 agent 按用量调用付费 API：代管密钥、设消费上限，并做成本路由", "valuation": { "v": "~$300M", "date": "2026-08", "kind": "聚合站估算（Caplight / ARR Club，A 轮）", "src": "https://www.caplight.com/company/sapiom" }, "total_raised": "累计融资约 $50M", "funding": [ { "date": "2026-02", "round": "种子轮", "amount": "$15.75M", "lead": "Accel", "src": "https://www.sapiom.ai/blog/sapiom-raises-15m" }, { "date": "2026-08", "round": "A 轮", "amount": "$35M", "lead": "Dragonfly", "src": "https://theaiinsider.tech/2026/08/18/sapiom-secures-35m-series-a-to-power-the-next-trillion-ai-agents/" } ], "key_data": [ { "k": "客户数", "v": "数千家", "date": "2026-08", "src": "https://www.semafor.com/article/08/05/2026/startup-sapiom-routes-clients-ai-to-lowest-cost-tokens" } ], "customers": [], "note": "Anthropic、Coinbase Ventures、Okta Ventures 投了两轮。成立约 11 个月就到 A 轮。A 轮同时发布 Router / Agent Studio / Runtime，定位从支付扩到 agent 成本控制。未公布估值。" }, { "name": "Kite AI", "group": "p1", "url": "https://gokite.ai", "hq": "San Francisco", "founded": 2022, "desc": "给 agent 支付做的 L1 区块链：agent 身份护照 + 稳定币结算 + agent 应用商店", "total_raised": "累计融资 $33M", "funding": [ { "date": "2025-09", "round": "A 轮", "amount": "$18M", "lead": "PayPal Ventures、General Catalyst", "src": "https://newsroom.paypal-corp.com/2025-09-02-Kite-Raises-18M-in-Series-A-Funding-To-Enforce-Trust-in-the-Agentic-Web" } ], "key_data": [], "customers": [ "PayPal", "Shopify" ], "chinese_team": { "lv": "founder", "o": "x", "who": "张弛（Chi Zhang）· 联合创始人兼 CEO", "why": "华人身份有中文媒体专访佐证；本科出处互相矛盾：IQ.wiki 写复旦统计学士，华语节目 Y TALK 介绍写滑铁卢大学生物与数学双学士，都不是本人或官方口径，所以出身记为未公开", "src": "https://www.mpaypass.com.cn/news/202511/24154901.html" }, "note": "前身 Zettablock。客户栏是合作方（经 PayPal / Shopify 让商家被 agent 发现），不是付费客户。未披露估值。" }, { "name": "Tempo", "group": "p1", "url": "https://tempo.xyz", "founded": 2025, "desc": "Stripe 与 Paradigm 孵化的支付区块链，配套机器支付协议 MPP 给 agent 付款", "valuation": { "v": "~$5B", "date": "2025-10", "kind": "报道", "src": "https://www.theblock.co/post/375152/stripe-tempo-500-million-series-a-thrive" }, "total_raised": "累计融资 $500M", "funding": [ { "date": "2025-10", "round": "A 轮", "amount": "$500M", "lead": "Thrive Capital、Greenoaks", "post": "~$5B", "src": "https://www.theblock.co/post/375152/stripe-tempo-500-million-series-a-thrive" } ], "key_data": [ { "k": "主网上线时接入的服务数", "v": "100+", "date": "2026-03", "src": "https://www.theblock.co/post/394131/tempo-mainnet-goes-live-with-machine-payments-protocol-for-agents" } ], "customers": [], "owner": "Stripe 与 Paradigm 孵化（未参与 A 轮）", "note": "主网和 MPP 于 2026-03-18 上线；MPP 由 Stripe 共同起草，Visa 扩到卡、Lightspark 扩到闪电网络。接入数另有「50+」说法。" }, { "name": "Basis Theory", "group": "p1", "url": "https://basistheory.com", "hq": "San Francisco", "founded": 2020, "desc": "合规的支付数据保险库，让 agent 安全存取卡信息完成下单", "total_raised": "累计融资约 $50M", "funding": [ { "date": "2025-10", "round": "B 轮", "amount": "$33M", "lead": "Costanoa", "src": "https://www.digitalcommerce360.com/2025/10/16/basis-theory-raises-33-million-to-build-ai-driven-payments-for-commerce/" } ], "key_data": [ { "k": "Agentic Commerce Consortium 成员", "v": "20+ 家", "date": "2025-10", "src": "https://www.digitalcommerce360.com/2025/10/16/basis-theory-raises-33-million-to-build-ai-driven-payments-for-commerce/" } ], "customers": [], "note": "牵头 Agentic Commerce Consortium。总部城市请再核（公司在旧金山和其他地有团队）。" }, { "name": "Rye", "group": "p1", "url": "https://rye.com", "hq": "San Francisco", "founded": 2021, "desc": "通用结账 API：agent 和应用可在任意网店直接下单", "total_raised": "累计融资约 $15M–17M", "funding": [ { "date": "2022-10", "round": "种子轮", "amount": "$14M", "lead": "a16z crypto", "src": "https://dealroom.co/companies/rye/" } ], "key_data": [], "customers": [], "note": "累计数各聚合站不一致（Caplight $15.17M，StartupHub $17M）。没找到 A 轮。" }, { "name": "Halliday", "group": "p1", "url": "https://www.halliday.xyz", "hq": "San Francisco", "founded": 2022, "desc": "链上 agent 工作流协议和 Halliday Payments，让 agent 在链上安全付款", "total_raised": "累计融资 $26M", "funding": [ { "date": "2025-03", "round": "A 轮", "amount": "$20M", "lead": "a16z crypto", "src": "https://www.theblock.co/post/346676/a16z-crypto-leads-20-million-series-a-for-workflow-protocol-developer-halliday" } ], "key_data": [], "customers": [ "DeFi Kingdoms", "Ava Labs Core Wallet", "ApeChain" ], "note": "偏加密原生，和卡组织路线不同。" }, { "name": "Lava", "group": "p1", "url": "https://www.lava.so", "hq": "New York", "founded": 2025, "desc": "给 agent 的统一钱包：充值一次，跨模型、工具和商家按用量扣费", "total_raised": "累计融资 $5.8M", "funding": [ { "date": "2025-08", "round": "种子轮", "amount": "$5.8M", "lead": "Lerer Hippeau", "src": "https://www.gunder.com/en/news-insights/client-news/payment-platform-lava-announces-dollar5m-seed-financing-led-by-lerer-hippeau" } ], "key_data": [], "customers": [], "note": "总部城市未见一手来源，需再核。" }, { "name": "PayPal Agentic Commerce Services", "group": "p1", "url": "https://newsroom.paypal-corp.com/2025-10-28-PayPal-Launches-Agentic-Commerce-Services-to-Power-AI-Driven-Shopping", "desc": "PayPal 的产品线：Agent Ready 让现有商家接 AI 渠道订单，Store Sync 把商品目录给 agent", "total_raised": null, "funding": [], "key_data": [], "customers": [ "Perplexity" ], "owner": "PayPal 产品线", "product_line_of": "PayPal", "note": "2025-10-28 发布；Agent Ready 预计 2026 年初上线。另有 Agent Toolkit / 远程 MCP 服务器。PayPal 2026-01 收购 Cymbio 的说法只见于第三方博客，未核实。" }, { "name": "Circle（Nanopayments / Arc）", "group": "p1", "url": "https://www.circle.com", "desc": "Circle 的产品线：用 USDC 做 agent 微支付，链下签名、在 Arc 链上批量结算", "total_raised": null, "funding": [], "key_data": [ { "k": "最小单笔", "v": "$0.000001 USDC", "date": "2026-05", "src": "https://www.crowdfundinsider.com/?p=278131" } ], "customers": [], "owner": "Circle（上市公司）产品线", "product_line_of": "Circle", "note": "Nanopayments 基于 Circle Gateway 和 x402，2026-05 时还在 Arc 测试网。和已收的 Coinbase x402 是同一阵营。" }, { "name": "Weaviate", "group": "c3", "url": "https://weaviate.io", "hq": "Amsterdam", "founded": 2019, "desc": "开源向量数据库，带托管云和 agent 检索功能", "valuation": { "v": "$200M", "date": "2023-04", "kind": "投后", "src": "https://www.foley.com/?p=25671" }, "total_raised": "累计融资约 $67M", "funding": [ { "date": "2023-04", "round": "B 轮", "amount": "$50M", "lead": "Index Ventures", "post": "$200M", "src": "https://www.foley.com/?p=25671" } ], "key_data": [], "customers": [], "note": "向量库。有一个站写 2026-07 D 轮 $120M、估值 $1.2B，自己标「待核实」，未采用。累计数为 A 轮约 $16M + B 轮 $50M 的粗算。" }, { "name": "Reducto", "group": "c4", "url": "https://reducto.ai", "hq": "San Francisco", "founded": 2023, "desc": "把 PDF、表格等复杂文档解析成 LLM 能用的结构化数据", "valuation": { "v": "$600M", "date": "2025-10", "kind": "投后（Forge 据 B 轮股价推算，聚合站；The Information 报道 B 轮估值翻三倍）", "src": "https://forgeglobal.com/reducto_stock/" }, "total_raised": "累计融资 $108M", "funding": [ { "date": "2025-10", "round": "B 轮", "amount": "$75M", "lead": "a16z", "src": "https://reducto.ai/blog/reducto-series-b-funding" } ], "key_data": [], "customers": [], "note": "文档解析。未披露估值。" }, { "name": "Unstructured", "group": "c4", "url": "https://unstructured.io", "hq": "San Francisco", "founded": 2022, "desc": "把企业非结构化文档清洗、切块后喂给 RAG 和 agent 的数据预处理平台", "valuation": { "v": "$230M", "date": "2024-03", "kind": "报道", "src": "https://www.cbinsights.com/company/unstructured/financials" }, "total_raised": "累计融资约 $65M", "funding": [ { "date": "2024-03", "round": "B 轮", "amount": "$40M", "lead": "Menlo Ventures", "post": "$230M", "src": "https://pulse2.com/unstructured-llm-data-preprocessing-solutions-provider-raises-40-million" } ], "key_data": [], "customers": [], "note": "文档解析。估值来自 CB Insights。没找到 2026 新融资。" }, { "name": "LlamaIndex", "group": "c4", "url": "https://www.llamaindex.ai", "hq": "San Francisco", "founded": 2023, "desc": "开源 RAG / agent 框架，商业版 LlamaCloud 卖文档解析（LlamaParse）和索引", "total_raised": "累计融资约 $27.5M", "funding": [ { "date": "2025-03", "round": "A 轮", "amount": "$19M", "lead": "Norwest", "src": "https://techcrunch.com/2025/03/04/llamaindex-launches-a-cloud-service-for-building-unstructed-data-agents" } ], "key_data": [], "customers": [], "note": "文档解析。2025-05 获 Databricks、KPMG 战略投资（金额未披露）。有资料称 2026-08 LlamaParse 30 万+用户、包月下载 2,500 万+，出处是第三方汇总，未采用。" }, { "name": "Contextual AI", "group": "c4", "url": "https://contextual.ai", "hq": "Mountain View", "founded": 2023, "desc": "RAG 发明人团队做的企业检索与 agent 平台，主打准确和可追溯", "total_raised": "累计融资约 $100M", "funding": [ { "date": "2024-08", "round": "A 轮", "amount": "$80M", "lead": "Greycroft", "src": "https://www.verdict.co.uk/contextual-ai-raises-80m/" }, { "date": "2026-05", "round": "Google DeepMind 授权技术并吸纳团队", "amount": "~$100M（交易价值，报道）", "lead": "Google DeepMind", "post": "", "src": "https://markets.businessinsider.com/news/stocks/google-deepmind-to-hire-staff-from-contextual-ai-bloomberg-reports-1036180135" } ], "key_data": [], "customers": [], "note": "CEO Douwe Kiela 在 Meta 时带队提出 RAG。没找到 2026 新融资。 Bloomberg 报道：CEO Douwe Kiela 和 20 多名研究员加入 DeepMind，另有报道说是 $80–90M；公司后续状态未见公开说明。" }, { "name": "Vectara", "group": "c4", "url": "https://www.vectara.com", "hq": "Palo Alto", "founded": 2020, "desc": "托管 RAG 和 agent 平台，主打企业可控、防幻觉", "total_raised": "累计融资约 $53.5M", "funding": [ { "date": "2024-07", "round": "A 轮", "amount": "$25M", "lead": "FPV Ventures、Race Capital", "src": "https://pulse2.com/vectara-genai-product-platform-company-raises-25-million-in-series-a/amp/" } ], "key_data": [], "customers": [], "note": "累计数口径冲突：2024 报道为 $53.5M，CB Insights 写 $73.5M。" }, { "name": "Onyx", "group": "c2", "url": "https://onyx.app", "hq": "San Francisco", "founded": 2023, "desc": "开源企业搜索和 AI 助手（原 Danswer），连 40+ 内部系统，对标 Glean", "total_raised": "累计融资约 $10M", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$10M", "lead": "Khosla Ventures、First Round", "src": "https://www.techcrunch.com/2025/03/12/why-onyx-thinks-its-open-source-solution-will-win-enterprise-search/" }, { "date": "2026-09", "round": "被 Zoom 收购", "amount": "未披露", "lead": "Zoom", "post": "", "src": "https://cxm.world/customer-experience/zoom-onyx-enterprise-ai-search/" } ], "key_data": [ { "k": "每周查询量", "v": "100 万+（创始人口径）", "date": "2026-09", "src": "https://cxm.world/customer-experience/zoom-onyx-enterprise-ai-search/" } ], "customers": [ "Netflix" ], "note": "Netflix 是公司自报。 Tracxn 记 Onyx 累计 $153M、2026 年 A/B 轮，疑似混了同名公司，没采用。" }, { "name": "Scuba", "group": "c1", "url": "https://scuba.app", "hq": "New York", "founded": 2025, "desc": "团队与 agent 共享的上下文引擎，经 MCP 把团队资料给 Claude、ChatGPT、Cursor", "total_raised": "累计融资 $34M", "funding": [ { "date": "2026-10", "round": "Pre-seed + 种子", "amount": "$34M（两轮合计）", "lead": "Accel；种子轮 Accel 与 IVP 共同领投", "src": "https://upstartsmedia.com/p/exclusive-slack-alums-launch-scuba" } ], "key_data": [], "customers": [], "note": "公司法律名 Flashback AI Inc.，创始人是前 Slack CPO Noah Desai Weiss。没有用量和客户数字。放 c1（团队上下文），也可归 m1。" }, { "name": "Moveworks", "group": "c2", "url": "https://www.moveworks.com", "hq": "Mountain View", "founded": 2016, "desc": "企业员工 AI 助手和 agent 平台，连 IT、HR 等内部系统", "valuation": { "v": "~$2.85B", "date": "2025-03", "kind": "收购价", "src": "https://www.cxtoday.com/crm/servicenow-moveworks-acquisition" }, "revenue": { "v": "$100M+", "date": "2025-03", "kind": "媒体报道（ARR，被收购时）", "src": "https://www.saastr.com/ai-saas-leader-moveworks-sells-for-2-8-billion-but-do-most-of-their-investors-make-any-money/" }, "total_raised": "累计融资约 $315M（被 ServiceNow 收购前）", "funding": [], "key_data": [], "customers": [], "owner": "被 ServiceNow 收购，2025-03 宣布、2025-12-15 交割，约 $2.85B", "chinese_team": { "lv": "cofounder", "who": "陈江（Jiang Chen）· 联合创始人、AI CTO", "why": "清华计算机本科，耶鲁博士，曾在 Google、Airbnb 任职；美国国家政策基金会（NFAP）报告列其为来自中国的移民创始人", "src": "https://www.crunchbase.com/person/jiang-chen-8757", "by": "", "o": "cn" }, "note": "交割日期出自 2025-12-15 新闻稿（Business Wire）。价格报道在 $2.8B–$2.85B 之间。更偏 agent 应用，不是纯上下文层。" }, { "name": "Mem0", "group": "m1", "url": "https://mem0.ai", "hq": "San Francisco", "founded": 2023, "desc": "给 agent 的记忆层 API，开源可自托管", "total_raised": "累计融资 $24M", "funding": [ { "date": "2025-10", "round": "种子 + A 轮", "amount": "$24M", "lead": "A 轮 Basis Set；种子 Kindred", "src": "https://mem0.ai/series-a" } ], "key_data": [ { "k": "季度 API 调用", "v": "3,500 万（2025 Q1）→ 1.86 亿（2025 Q3）", "date": "2025-10", "src": "https://mem0.ai/series-a" }, { "k": "开发者数", "v": "15 万+", "date": "2026-10", "src": "https://mem0.ai" } ], "customers": [], "note": "记忆。自称 AWS Agent SDK「独家」记忆提供方，但 Strands 需另装包，AWS 自己也有 AgentCore Memory，不宜当事实。2026 年调用量未再公布。" }, { "name": "Supermemory", "group": "m1", "url": "https://supermemory.ai", "hq": "San Francisco", "founded": 2024, "desc": "agent 记忆 API，2026-09 起关掉 C 端产品专做 API", "total_raised": "累计融资约 $3M", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$3M", "lead": "Susa Ventures", "src": "https://x.com/DhravyaShah/status/1975244767199138216" } ], "key_data": [ { "k": "大客户每月处理 tokens", "v": "每家 1,000 亿+（创始人自述）", "date": "2026-08", "src": "https://x.com/DhravyaShah/status/2089774498606199143" }, { "k": "终端用户", "v": "1,000 万（客户的终端用户）", "date": "2026-09", "src": "https://x.com/DhravyaShah/status/2101556714487325069" } ], "customers": [], "note": "记忆。TechCrunch 写 $2.6M，创始人写 $3M。天使含 Jeff Dean。规模门槛不够，按协调要求收入。" }, { "name": "Zep", "group": "m1", "url": "https://www.getzep.com", "hq": "San Francisco", "founded": 2023, "desc": "基于时序知识图谱（开源 Graphiti）的 agent 记忆服务", "total_raised": null, "funding": [], "key_data": [ { "k": "Graphiti GitHub 星", "v": "3 万", "date": "2026-08", "src": "https://x.com/zep_ai/status/2089736587978371544" } ], "customers": [], "note": "记忆。YC 出身，种子额各家不一，不写。451 Research 2026-04 报告称其接近 $1M ARR（报告 PDF 转载在官网，具体链接未核，故不写 rev）。" }, { "name": "Cognee", "group": "m1", "url": "https://www.cognee.ai", "hq": "Berlin", "founded": 2024, "desc": "开源的 agent 记忆图谱：把非结构化数据变成 agent 可用的知识层", "total_raised": "累计融资 $7.5M", "funding": [ { "date": "2026-02", "round": "种子轮", "amount": "$7.5M", "lead": "Pebblebed", "src": "https://www.cognee.ai/cognee-raises-seven-million-five-hundred-thousand-dollars-seed" } ], "key_data": [ { "k": "生产部署数", "v": "70+", "date": "2026-02", "src": "https://www.cognee.ai/cognee-raises-seven-million-five-hundred-thousand-dollars-seed" }, { "k": "PyPI 单日下载峰值", "v": "约 2 万", "date": "2026-08", "src": "https://x.com/tricalt/status/2087546393267237332" } ], "customers": [ "Bayer" ], "note": "记忆。日下载是单日尖峰，创始人自己说可能有机器人。" }, { "name": "Zaro", "group": "m1", "url": "https://zaro.ai", "founded": 2026, "desc": "公司级共享记忆平台：所有 agent 读写同一份公司知识，不用逐个接连接器", "total_raised": "累计融资 $5.1M", "funding": [ { "date": "2026-06", "round": "Pre-seed", "amount": "$5.1M", "lead": "Cherry Ventures", "src": "https://www.cherry.vc/news/shared-memory-for-ai-agents" } ], "key_data": [], "customers": [ "Cherry Ventures" ], "note": "记忆。创始人来自被 Salesforce 收购的 Convergence（后做 Agentforce）。总部未核实。" }, { "name": "Baseten", "group": "r2", "url": "https://www.baseten.co", "hq": "San Francisco", "founded": 2019, "desc": "推理云：帮 AI 应用公司部署、后训练和高速运行自有模型，跨多家云调度 GPU", "valuation": { "v": "$13B", "date": "2026-06", "kind": "投后（最高一档）", "src": "https://finance.yahoo.com/technology/ai/articles/baseten-secures-1-5bn-series-110931159.html" }, "revenue": { "v": "~$600M", "date": "2026-03", "kind": "年化（知情人士，媒体报道）", "src": "https://dealroom.co/news/129868-baseten-in-talks-to-raise-1b-at-11b-valuation-as-inference-boom-accelera/" }, "total_raised": "累计融资约 $2.1B", "funding": [ { "date": "2026-06", "round": "F 轮", "amount": "$1.5B", "lead": "Altimeter、Conviction、Spark（Sands、Wellington 联合领投）", "post": "$13B（分两档，另一档 $11B）", "src": "https://www.baseten.co/blog/announcing-our-series-f/" }, { "date": "2026-01", "round": "E 轮", "amount": "$300M", "lead": "IVP、CapitalG（Nvidia 参投）", "post": "$5B", "src": "https://finance.yahoo.com/technology/ai/articles/baseten-secures-1-5bn-series-110931159.html" } ], "key_data": [ { "k": "收入同比", "v": "约 20 倍", "date": "2026-06", "src": "https://www.baseten.co/blog/announcing-our-series-f/" }, { "k": "推理量同比", "v": "40 倍", "date": "2026-06", "src": "https://www.baseten.co/blog/announcing-our-series-f/" }, { "k": "日推理调用", "v": "10 亿次+，87 个集群、18 家云", "date": "2026-06", "src": "https://finance.yahoo.com/technology/ai/articles/baseten-secures-1-5bn-series-110931159.html" }, { "k": "新一轮估值（在谈）", "v": "约 $26B", "date": "2026-09", "src": "https://www.axios.com/pro/all-deals/2026/09/22/baseten-talks-26-billion-valuation" }, { "k": "收购 Blaxel", "v": "约 $300M（报道）", "date": "2026-09", "src": "https://thenextweb.com/news/baseten-acquires-blaxel-ai-agent-sandboxes" } ], "customers": [ "Cursor", "Notion", "Lovable", "Harvey", "HubSpot", "OpenEvidence", "Abridge", "Decagon", "Parallel" ], "note": "累计融资为聚合站口径（Multiples / Parsers）。年化收入公司未公布确数，本地底稿里约 $600M 是媒体估算，未采用。 $26B 是在谈，未交割；已交割的仍是 2026-06 的 $13B。" }, { "name": "Fireworks AI", "group": "r2", "url": "https://fireworks.ai", "hq": "San Mateo", "founded": 2022, "desc": "开源模型推理云：给开发者和企业托管、微调并高速运行开源模型", "valuation": { "v": "$17.5B", "date": "2026-07", "kind": "投后", "src": "https://www.cnbc.com/2026/07/16/fireworks-nvidia-cloud-ai-startup-value.html" }, "revenue": { "v": "$1B+", "date": "2026-07", "kind": "年化，公司自报（同比约 5 倍）", "src": "https://www.cnbc.com/2026/07/16/fireworks-nvidia-cloud-ai-startup-value.html" }, "total_raised": "累计融资约 $1.83B", "funding": [ { "date": "2026-07", "round": "D 轮", "amount": "$1.505B", "lead": "Atreides、Index Ventures、TCV", "post": "$17.5B", "src": "https://www.intelligentcio.com/north-america/2026/07/31/fireworks-raises-us1-505-billion-series-d-as-enterprise-demand-for-specialised-ai-accelerates/" }, { "date": "2025-10", "round": "C 轮", "amount": "$250M", "post": "$4B", "src": "https://qz.com/fireworks-ai-series-d-fundraise-valuation-open-source-071626" }, { "date": "2026-09", "round": "员工老股出售", "amount": "未披露", "lead": "Atreides", "post": "$17.5B", "src": "https://in.tradingview.com/news/binance_news:1baafc7b5094b:0-ai-startups-fireworks-and-fal-consider-new-funding-rounds-as-inference-demand-surges/" } ], "key_data": [ { "k": "每日 token", "v": "40 万亿+（一年前 15 万亿）", "date": "2026-07", "src": "https://www.intelligentcio.com/north-america/2026/07/31/fireworks-raises-us1-505-billion-series-d-as-enterprise-demand-for-specialised-ai-accelerates/" }, { "k": "新一轮估值（在谈）", "v": "最高约 $30B", "date": "2026-09", "src": "https://in.tradingview.com/news/binance_news:1baafc7b5094b:0-ai-startups-fireworks-and-fal-consider-new-funding-rounds-as-inference-demand-surges/" } ], "customers": [ "Cursor" ], "chinese_team": { "lv": "founder", "who": "乔琳（Lin Qiao）· 联合创始人兼 CEO", "why": "复旦大学计算机本硕，UCSB 博士，前 Meta PyTorch 负责人；智东西报道 7 位联创中另有 Benny Chen、Chenyu Zhao 两位华人", "src": "https://m.zhidx.com/p/560957.html", "by": "", "o": "cn" }, "note": "CEO 说曾经一半以上收入来自 Cursor，现已分散。2026-09 有报道称在谈新一轮，未交割。累计融资为 Stock Analysis 口径。 $30B 为 The Information 报道的目标估值，未交割。" }, { "name": "Together AI", "group": "r2", "url": "https://www.together.ai", "hq": "San Francisco", "founded": 2022, "desc": "开源模型训练与推理云，按用量卖 GPU 和模型 API", "valuation": { "v": "$8.3B", "date": "2026-07", "kind": "投后", "src": "https://www.businesswire.com/news/home/20260701243402/en/Together-AI-Raises-%24800-Million-at-%248.3-Billion-Valuation-to-Make-Frontier-AI-Accessible-to-All" }, "revenue": { "v": "$1.15B", "date": "2026-06", "kind": "年化订单额（公司自报，非收入）", "src": "https://www.investing.com/news/stock-market-news/together-ai-raises-800-million-at-83-billion-valuation-4771027" }, "total_raised": "累计融资约 $1.3B", "funding": [ { "date": "2026-07", "round": "C 轮", "amount": "$800M", "lead": "Aramco Ventures", "post": "$8.3B", "src": "https://www.businesswire.com/news/home/20260701243402/en/Together-AI-Raises-%24800-Million-at-%248.3-Billion-Valuation-to-Make-Frontier-AI-Accessible-to-All" }, { "date": "2025-02", "round": "B 轮", "lead": "General Catalyst", "post": "$3.3B", "src": "https://www.investing.com/news/stock-market-news/together-ai-raises-800-million-at-83-billion-valuation-4771027" } ], "key_data": [ { "k": "年度签约额（bookings）", "v": "$1.15B+", "date": "2026-Q2", "src": "https://www.investing.com/news/stock-market-news/together-ai-raises-800-million-at-83-billion-valuation-4771027" } ], "customers": [ "Cursor", "Cognition", "Decagon" ], "chinese_team": { "lv": "cofounder", "who": "张策（Ce Zhang）· 联合创始人兼 CTO", "why": "2008 年北京大学数学系本科，威斯康星大学麦迪逊分校博士，曾任 ETH 助理教授（36氪 / C114 报道）", "src": "https://www.c114.net.cn/industry/96133.html", "by": "", "o": "cn" }, "note": "bookings 是签约额不是收入。它的沙箱产品 Together Code Sandbox（原 CodeSandbox）已在 Sandbox 栏。累计融资为 Multiples 口径。 公司口径是 annual bookings；Sacra 估 2026-02 年化收入约 $1B。" }, { "name": "RunPod", "group": "r4", "url": "https://www.runpod.io", "hq": "新泽西 Newark", "founded": 2022, "desc": "面向开发者的 GPU 云：按需 GPU、serverless 推理和训练", "valuation": { "v": "$1B", "date": "2026-06", "kind": "投后", "src": "https://valueaddvc.com/pulse/runpod-100m-series-a-1b-valuation-2026" }, "revenue": { "v": "$325M+", "date": "2026-10", "kind": "ARR，公司自报", "src": "https://runtimewire.com/article/runpod-325m-arr-brian-erickson-cfo" }, "total_raised": "累计融资约 $120M", "funding": [ { "date": "2026-06", "round": "成长轮", "amount": "$100M", "lead": "Summit Partners", "post": "$1B", "src": "https://valueaddvc.com/pulse/runpod-100m-series-a-1b-valuation-2026" }, { "date": "2024-05", "round": "种子轮", "amount": "$20M", "src": "https://parsers.vc/startup/runpod.io/" } ], "key_data": [ { "k": "ARR", "v": "$120M → $240M → $325M+", "date": "2026-01 → 06 → 10", "src": "https://runtimewire.com/article/runpod-325m-arr-brian-erickson-cfo" }, { "k": "开发者", "v": "100 万+", "date": "2026-06", "src": "https://valueaddvc.com/pulse/runpod-100m-series-a-1b-valuation-2026" } ], "chinese_team": { "lv": "founder", "who": "Zhen Lu · 联合创始人兼 CEO", "why": "CNBC 专访称其生于中国农村、后随家人移民美国；智东西称 RunPod 为「华人 CEO 领衔」", "src": "https://www.cnbc.com/video/2026/09/24/zhen-lu-runpod-ceo-a-fortt-knox-conversation.html", "by": "", "o": "cn" }, "note": "累计融资按已知两轮相加。报道称它拒绝过 $5 亿以上的收购要约（媒体转述）。" }, { "name": "fal", "group": "r2", "url": "https://fal.ai", "hq": "San Francisco", "founded": 2021, "desc": "生成式媒体推理平台：用 API 跑图像、视频、音频模型", "valuation": { "v": "~$8B", "date": "2026-03", "kind": "报道", "src": "https://dealroom.co/news/126961-fal-targets-8b-valuation-in-new-raise-as-ai-inference-revenue-doubles-to/" }, "revenue": { "v": "$800M", "date": "2026-09", "kind": "年化（知情人士，The Information 报道）", "src": "https://in.tradingview.com/news/binance_news:1baafc7b5094b:0-ai-startups-fireworks-and-fal-consider-new-funding-rounds-as-inference-demand-surges/" }, "total_raised": "累计融资约 $687M", "funding": [ { "date": "2026-03", "round": "成长轮（报道）", "amount": "$300M–350M", "post": "~$8B（最高一档）", "src": "https://dealroom.co/news/126961-fal-targets-8b-valuation-in-new-raise-as-ai-inference-revenue-doubles-to/" }, { "date": "2025-12", "round": "D 轮", "amount": "$140M", "lead": "Sequoia", "post": "$4.5B", "src": "https://dealroom.co/news/126961-fal-targets-8b-valuation-in-new-raise-as-ai-inference-revenue-doubles-to/" } ], "key_data": [ { "k": "年化收入（报道）", "v": "$800M", "date": "2026-09", "src": "https://in.tradingview.com/news/binance_news:1baafc7b5094b:0-ai-startups-fireworks-and-fal-consider-new-funding-rounds-as-inference-demand-surges/" }, { "k": "开发者", "v": "300 万", "date": "2026-03", "src": "https://dealroom.co/news/126961-fal-targets-8b-valuation-in-new-raise-as-ai-inference-revenue-doubles-to/" }, { "k": "新一轮估值（在谈）", "v": "$15B，可能上调到 $17–20B", "date": "2026-09", "src": "https://in.tradingview.com/news/binance_news:1baafc7b5094b:0-ai-startups-fireworks-and-fal-consider-new-funding-rounds-as-inference-demand-surges/" } ], "customers": [ "Adobe" ], "note": "2026-09 报道在谈 $15B–20B 新一轮，未交割。累计融资口径不一：PitchBook $687M、Caplight $582M。 在谈未交割，已交割估值仍是春季的约 $8B。" }, { "name": "Lambda", "group": "r4", "url": "https://lambda.ai", "hq": "San Jose", "founded": 2012, "desc": "Nvidia 支持的 GPU 新云，出租训练和推理算力，计划 2027 年上市", "valuation": { "v": "$14.5B", "date": "2026-10", "kind": "投前，在谈", "src": "https://dealroom.co/news/160600-lambda-to-raise-4b-pre-ipo-leaning-on-35b-anthropic-deal/" }, "revenue": { "v": "$1.5B+", "date": "2026", "kind": "全年预期，媒体报道", "src": "https://nai500.com/blog/2026/08/sprinting-toward-ipo-lambdas-latest-fundraising-and-valuation-game-reveals-new-logic-in-ai-computing-capital/" }, "total_raised": "股权融资约 $2.4B（C 轮 $320M、D 轮 $480M、E 轮 $1.5B 等，不含债务和 2026-10 在谈轮）", "funding": [ { "date": "2026-10", "round": "Pre-IPO 轮（在谈）", "amount": "最多 $4B", "lead": "Blackstone、Coatue", "post": "$14.5B 投前", "src": "https://dealroom.co/news/160600-lambda-to-raise-4b-pre-ipo-leaning-on-35b-anthropic-deal/" } ], "key_data": [ { "k": "订单积压", "v": "$150 亿 → $500 亿", "date": "2026-06 → 09", "src": "https://cn.investing.com/news/stock-market-news/article-3597237" }, { "k": "Anthropic 算力合同", "v": "$350 亿", "date": "2026-08", "src": "https://dealroom.co/news/160600-lambda-to-raise-4b-pre-ipo-leaning-on-35b-anthropic-deal/" }, { "k": "未交付订单", "v": "$50B（6 月为 $15B，含 Anthropic $35B 承诺）", "date": "2026-09", "src": "https://pluang.com/en/news-feed/startup-ai-lambda-kumpulkan-4-miliar-dolar-jelang-ipo" }, { "k": "IPO 目标", "v": "2027 年", "date": "2026-10", "src": "https://pluang.com/en/news-feed/startup-ai-lambda-kumpulkan-4-miliar-dolar-jelang-ipo" } ], "customers": [ "Anthropic" ], "note": "积压订单增长主要来自 Anthropic 一笔合同，集中度高。2026-05 换 CEO（Michel Combes）。 2026-10 这轮（最多 $4B，投前 $14.5B）为知情人士报道的在谈轮；股权合计是各轮相加，早期小轮未逐一核对。" }, { "name": "Cerebras", "group": "r1", "url": "https://www.cerebras.ai", "hq": "Sunnyvale", "founded": 2015, "desc": "晶圆级 AI 芯片公司，同时卖云上推理服务（Cerebras 推理云）", "valuation": { "v": "$56.4B", "date": "2026-05", "kind": "IPO 定价时完全稀释估值（首日大涨，市值另计）", "src": "https://thenextweb.com/news/cerebras-ipo-5-55-billion-biggest-tech-2026" }, "revenue": { "v": "$510M", "date": "2025", "kind": "公司自报（S-1，2025 全年）", "src": "https://www.cnbc.com/amp/2026/05/14/cerebras-cbrs-ipo-stock-meta-facebook-alibaba.html" }, "total_raised": "已上市：2026-05 IPO 募资 $5.55B；上市前私募含 2026-02 H 轮 $1B", "funding": [ { "date": "2026-05", "round": "IPO（纳斯达克 CBRS）", "amount": "$5.55B", "post": "$56.4B 完全稀释（定价时）", "src": "https://thenextweb.com/news/cerebras-ipo-5-55-billion-biggest-tech-2026" } ], "key_data": [ { "k": "OpenAI 推理算力合同", "v": "$200 亿+，750MW", "date": "2026-04", "src": "https://futurumgroup.com/insights/cerebras-s-1-teardown-is-the-23b-wafer-scale-ipo-the-end-of-gpu-homogeneity/" }, { "k": "2025 收入来自阿联酋相关方", "v": "86%", "date": "2025", "src": "https://venturebeat.com/ai/cerebras-stock-nearly-doubles-on-day-one-as-ai-chipmaker-hits-100-billion-what-it-means-for-ai-infrastructure" }, { "k": "当前市值", "v": "约 $30.2B", "date": "2026-10", "src": "https://stockanalysis.com/stocks/cbrs/statistics/" }, { "k": "剩余履约义务", "v": "$24.6B", "date": "2025-12", "src": "https://www.datacenterdynamics.com/en/news/cerebras-debuts-on-nasdaq-at-350-a-share-as-companys-market-cap-hits-95bn/" } ], "customers": [ "OpenAI", "AWS", "Meta", "G42" ], "public": true, "note": "上市公司，市值每日变动，卡片只放 IPO 定价估值。 $56.4B 是 IPO 定价时的全面摊薄估值；首日收盘约 $95B，2026-10-16 市值约 $30B。2025 年收入 86% 来自 G42 / MBZUAI。" }, { "name": "Groq", "group": "r1", "url": "https://groq.com", "hq": "Mountain View", "founded": 2016, "desc": "LPU 推理芯片公司，剩余业务是 GroqCloud 推理 API", "valuation": { "v": "$3.5B", "date": "2026-08", "kind": "投后（Bloomberg 报道）", "src": "https://techfundingnews.com/nvidia-backed-groq-raises-350m-at-3-5b-as-ai-inference-race-accelerates/" }, "total_raised": "累计融资约 $2.8B（聚合站合计，含 2026 年两轮共 $1B）", "funding": [ { "date": "2025-09", "round": "成长轮", "amount": "$750M", "lead": "Disruptive", "post": "$6.9B", "src": "https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html" }, { "date": "2026-06", "round": "老股东融资", "amount": "$650M", "lead": "Disruptive、Infinitum 兜底", "post": "", "src": "https://it.marketscreener.com/notizie/groq-raccoglie-fino-a-650-milioni-di-dollari-dai-soci-attuali-secondo-una-fonte-ce7f5ddade88ff2d" }, { "date": "2026-08", "round": "新一轮", "amount": "$350M", "lead": "Disruptive", "post": "$3.5B", "src": "https://techfundingnews.com/nvidia-backed-groq-raises-350m-at-3-5b-as-ai-inference-race-accelerates/" } ], "key_data": [ { "k": "Nvidia 交易", "v": "约 $200 亿（技术非独家授权 + 核心团队加入）", "date": "2025-12", "src": "https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html" }, { "k": "GroqCloud 引入 Nvidia 系统", "v": "宣布", "date": "2026-08", "src": "https://www.businessinsider.com/nvidia-partners-groq-ai-services-groqcloud-2026-8" } ], "owner": "技术授权并团队加入 Nvidia，2025-12，约 $20B（官方称非独家授权，不是收购）", "note": "CEO Jonathan Ross 已去 Nvidia；独立运营的 GroqCloud 仍在。Forbes 转述前员工说剩余公司可能出售，未发生。 2025-12 英伟达以约 $200 亿授权 Groq 技术并挖走创始人 Jonathan Ross 和大部分工程团队，资金返还老股东；之后 Groq 转做推理云，估值从 $6.9B 降到 $3.5B。" }, { "name": "CoreWeave", "group": "r4", "url": "https://www.coreweave.com", "hq": "Livingston, NJ", "founded": 2017, "desc": "自持 GPU 和数据中心的 AI 云，出租训练与托管推理算力", "valuation": { "v": "~$47.9B", "date": "2026-10", "kind": "市值（上市公司）", "src": "https://hk.finance.yahoo.com/quote/CRWV/key-statistics/" }, "revenue": { "v": "$2.58B", "date": "2026-Q2", "kind": "单季收入（同比 +112%）", "src": "https://www.nasdaq.com/articles/crwv-q2-earnings-call-puts-margin-gains-and-capacity-focus" }, "total_raised": "上市公司（2025-03 IPO）；负债总额约 $51.6B（2026-06）", "funding": [], "key_data": [ { "k": "收入积压", "v": "$1,042 亿", "date": "2026-06", "src": "https://www.nasdaq.com/articles/crwv-q2-earnings-call-puts-margin-gains-and-capacity-focus" }, { "k": "托管推理签约 ARR", "v": "$100 万 → $1 亿+", "date": "2026-Q2", "src": "https://stockanalysis.com/stocks/crwv/transcripts/662772-q2-2026/" }, { "k": "2026 全年收入指引", "v": "$124–132 亿", "date": "2026-08", "src": "https://www.nasdaq.com/articles/crwv-q2-earnings-call-puts-margin-gains-and-capacity-focus" }, { "k": "未交付订单", "v": "约 $104B", "date": "2026-06", "src": "https://images.finanzen.ch/nachrichten/aktien/neocloud-duell-coreweave-gegen-nebius-im-check-1036607749" } ], "owner": "上市公司（纳斯达克 CRWV）", "public": true, "note": "2025-03-28 上市，$40/股、募资约 $15 亿，低于原定区间（本地底稿，Renaissance Capital / Yahoo Finance）。上市公司市值不放。 已有 rev $2.58B 是 2026 Q2 单季度收入。" }, { "name": "Replicate", "group": "r2", "url": "https://replicate.com", "hq": "San Francisco", "founded": 2019, "desc": "一行 API 调用跑开源模型的托管平台，现属 Cloudflare", "total_raised": "累计融资约 $58M（2019–2023，B 轮 $40M 由 a16z 领投）", "funding": [ { "date": "2025-11", "round": "被 Cloudflare 收购", "amount": "未披露", "lead": "Cloudflare", "post": "", "src": "https://www.siliconrepublic.com/business/cloudflare-acquires-replicate-ai-deployment-artificial-intelligence-2025" } ], "key_data": [ { "k": "可调用模型", "v": "5 万+", "date": "2025-11", "src": "https://siliconangle.com/2025/11/17/cloudflare-acquires-ai-deployment-startup-replicate/" }, { "k": "并入 Cloudflare", "v": "品牌和 API 不变", "date": "2025-11", "src": "https://replicate.com/blog/replicate-cloudflare" } ], "owner": "被 Cloudflare 收购，2025-11（宣布），金额未披露", "note": "保留独立品牌和 API，并入 Cloudflare Workers AI。SiliconANGLE 写累计融资 $23M+，与其他公开轮次对不上，未写 total。" }, { "name": "Vercel", "group": "r5", "url": "https://vercel.com", "hq": "San Francisco", "founded": 2015, "desc": "Next.js 的主人，前端与全栈托管平台，agent 部署的头号去处", "valuation": { "v": "$9.3B", "date": "2025-09", "kind": "投后", "src": "https://vercel.com/blog/series-f" }, "revenue": { "v": "$600M", "date": "2026-09", "kind": "年化（知情人士，The Information 报道）", "src": "https://www.gurufocus.com/news/9107374/vercels-growth-driven-by-ai-agents-and-new-business-model" }, "total_raised": "累计融资约 $863M（A–F 各轮相加）", "funding": [ { "date": "2025-09", "round": "F 轮", "amount": "$300M（另有约 $300M 老股）", "lead": "Accel、GIC", "post": "$9.3B", "src": "https://vercel.com/blog/series-f" } ], "key_data": [ { "k": "agent 做的部署占比", "v": "60%+（2026-01 约 3%）", "date": "2026-10", "src": "https://x.com/i/status/2108733051283050964" }, { "k": "近 10 个月新增部署", "v": "14 亿次", "date": "2026-09", "src": "https://x.com/i/status/2100698591417499972" }, { "k": "vercel CLI npm 月下载", "v": "1,718 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/vercel" }, { "k": "新业务中由 AI 编码 agent 带来的比例", "v": "约一半（年初不到 3%）", "date": "2026-06", "src": "https://www.gurufocus.com/news/9107374/vercels-growth-driven-by-ai-agents-and-new-business-model" } ], "note": "CEO Rauch 自述口径；Forbes 2026-03 另有「agent 部署超 21%」，两个口径打架，只用 Rauch 10 月这条。Vercel Sandbox 已在 Sandbox 栏，v0 放 Frontend，Vercel Analytics 放 Analytics。2026 年无新一轮。" }, { "name": "Cloudflare Workers & Pages", "group": "r5", "url": "https://workers.cloudflare.com", "hq": "San Francisco", "desc": "Cloudflare 的 serverless 计算与网站托管，按请求计费", "total_raised": null, "funding": [], "key_data": [ { "k": "开发者平台开发者", "v": "740 万+，Q2 新增近 200 万（超过 2025 全年 150 万）", "date": "2026-Q2", "src": "https://www.nasdaq.com/articles/cloudflare-q2-earnings-call-highlights" }, { "k": "wrangler npm 月下载", "v": "9,246 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/wrangler" } ], "owner": "Cloudflare（上市公司 NET）的产品线", "product_line_of": "Cloudflare", "note": "开发者数是电话会口径。wrangler 下载含 Workers 后端和 CI，2026-04/05 有跳变，不能当 Pages 用户数。Cloudflare 2026 年先后收编 Astro（1 月）、VoidZero（6 月）、Deno（10 月）。Durable Objects 已作为 Cloudflare Agents 收在 Stateful Backend。 卡片上不显示收入：$696.1M（Cloudflare 全公司单季收入（+36%），Workers/Pages 不单列）是 Cloudflare 整家公司的数字。" }, { "name": "Deno Deploy", "group": "r5", "url": "https://deno.com", "founded": 2018, "desc": "Node.js 作者的 Deno 运行时及边缘托管，已归 Cloudflare", "total_raised": "累计融资约 $25.9M（种子 $4.9M + A 轮 $21M）", "funding": [ { "date": "2026-10", "round": "团队加入 Cloudflare（收购）", "amount": "未披露", "lead": "Cloudflare", "post": "", "src": "https://deno.com/blog/cloudflare" } ], "key_data": [ { "k": "Deno Deploy", "v": "6 个月后关停；运行时再维护 1 年", "date": "2026-10", "src": "https://www.forbes.com/sites/janakirammsv/2026/10/10/cloudflare-buys-deno-to-run-its-workers-platform-on-your-own-servers/" } ], "owner": "被 Cloudflare 收购，2026-10，金额未披露", "note": "Cloudflare 看中的是开源项目 celld（自托管 Workers / Durable Objects），将并入 workerd。founded 写的是 Deno 项目起始年，公司 2021 年成立。 Deno Deploy 约 2027-04 关停，Deno 运行时再维护一年后停止官方开发。" }, { "name": "GitHub", "group": "r6", "url": "https://github.com", "hq": "San Francisco", "founded": 2008, "desc": "最大的代码托管平台，正按 agent 流量扩容", "valuation": { "v": "$7.5B", "date": "2018-06", "kind": "收购价（Microsoft，2018）", "src": "https://news.microsoft.com/2018/06/04/microsoft-to-acquire-github-for-7-5-billion/" }, "revenue": { "v": "$2B", "date": "2024-07", "kind": "年化（Microsoft CEO 财报电话会）", "src": "https://news.futunn.com/en/post/45751399/satya-nadella-says-microsoft-s-copilot-drives-40-of-github" }, "total_raised": "Microsoft 子公司（2018 年以 $7.5B 收购）", "funding": [], "key_data": [ { "k": "开发者", "v": "1.8 亿+（一年新增 3,600 万）", "date": "2025-10", "src": "https://github.blog/news-insights/octoverse/octoverse-a-new-developer-joins-github-every-second-as-ai-leads-typescript-to-1/" }, { "k": "每月合并 PR", "v": "4,320 万（+23%）", "date": "2025-10", "src": "https://github.blog/news-insights/octoverse/octoverse-a-new-developer-joins-github-every-second-as-ai-leads-typescript-to-1/" }, { "k": "容量规划", "v": "按 30 倍规模规划", "date": "2026-04", "src": "https://github.blog/news-insights/company-news/an-update-on-github-availability/" }, { "k": "每周 Actions 分钟", "v": "20 亿+", "date": "2026-06", "src": "https://github.blog/news-insights/product-news/github-copilot-app-the-agent-native-desktop-experience/" } ], "owner": "被 Microsoft 收购，2018-10 交割，$7.5B", "note": "2026-06 官方说流量增长「很大程度来自 AI 辅助与 agent 工作流」。Anthropic 2026-10-13 公开自建版本控制 Scion，原文没点名 GitHub，GitHub 未回应；不要写成「GitHub 被 Anthropic 抛弃」。 Microsoft 之后没再单独披露 GitHub 收入" }, { "name": "GitLab", "group": "r6", "url": "https://about.gitlab.com", "hq": "San Francisco（全远程）", "founded": 2014, "desc": "上市 DevSecOps 平台，为 agent 重做 Git 服务端", "valuation": { "v": "~$8.4B", "date": "2026-09", "kind": "市值（Q2 FY27 财报后，股价约 $49.8）", "src": "https://www.roic.ai/quote/GTLB/transcripts" }, "revenue": { "v": "$286.3M", "date": "2026-Q2（FY27 Q2）", "kind": "单季收入（同比 +21%）", "src": "https://ir.gitlab.com/news/news-details/2026/GitLab-Reports-Second-Quarter-Fiscal-Year-2027-Financial-Results/" }, "total_raised": "上市公司（NASDAQ: GTLB）", "funding": [], "key_data": [ { "k": "代码推送 / CI 流水线同比", "v": "+50% / +40%", "date": "2026-09", "src": "https://www.fool.com/earnings/call-transcripts/2026/09/08/gitlab-gtlb-q2-2027-earnings-call-transcript/" }, { "k": "Orbit 查询来自外部 agent", "v": "约 80%（Claude Code 等）", "date": "2026-09", "src": "https://www.fool.com/earnings/call-transcripts/2026/09/08/gitlab-gtlb-q2-2027-earnings-call-transcript/" }, { "k": "注册用户", "v": "5,000 万+", "date": "2026-08", "src": "http://archive.fast-edgar.com/20260901/AUZ2TG2COZ22FZ4Z2WJB2ZZ2KO8MA22IZ282/gitlab-ex99120260731fy27.htm" }, { "k": "FY27 收入指引", "v": "$1.129B–$1.133B", "date": "2026-09", "src": "https://pulse2.com/gitlab-q2-fiscal-2027-revenue-rises-21-to-286-3-million-as-net-arr-growth-exceeds-40/" } ], "owner": "上市公司（纳斯达克 GTLB）", "public": true, "note": "next-gen SCM 2026-06 发布，仍是私测。GitLab CEO 2026-10-13 当天发文回应 Anthropic Scion，主张「不必离开 Git」。 现有收入 $286.3M 是 Q2 FY27 单季，不是全年；市值随股价变动，出处日期不精确" }, { "name": "Graphite", "group": "r6", "url": "https://graphite.com", "hq": "New York", "founded": 2020, "desc": "堆叠式 PR 与 AI 代码评审工具，已并入 Cursor", "valuation": { "v": "$290M", "date": "2025", "kind": "被收购前最后一轮估值", "src": "https://dataconomy.com/2025/12/22/cursor-acquires-graphite-in-massive-ai-developer-deal/" }, "total_raised": "累计融资约 $72M（Contrary Research 口径）", "funding": [ { "date": "2025", "round": "B 轮", "amount": "$52M", "post": "$290M", "src": "https://dataconomy.com/2025/12/22/cursor-acquires-graphite-in-massive-ai-developer-deal/" }, { "date": "2025-12", "round": "被 Cursor（Anysphere） 收购", "amount": "未披露", "lead": "Cursor（Anysphere）", "post": "", "src": "https://cursor.com/blog/graphite" } ], "key_data": [], "owner": "被 Cursor（Anysphere）收购，2025-12，金额未披露（Axios 称远超 $290M）", "note": "Graphite 官方博文说：AI 写代码变快后，瓶颈变成了评审速度。 报道称收购价明显高于此前 $290M 估值，具体金额未披露；产品继续独立运营" }, { "name": "Cursor Origin", "group": "r6", "url": "https://cursor.com/en/docs/origin", "hq": "San Francisco", "desc": "Cursor 的 Git 兼容代码托管，2026-08 早期 beta", "total_raised": null, "funding": [], "key_data": [ { "k": "上线", "v": "早期 beta，付费用户全量开放", "date": "2026-08", "src": "https://cursor.com/en/changelog/origin-code-hosting" } ], "owner": "Cursor（Anysphere）的产品线", "product_line_of": "Cursor", "note": "和 GitHub 同步，GitHub 仍是主副本。集成 Vercel、Depot、Buildkite。无单独用量数字。" }, { "name": "CodeRabbit", "group": "r6", "url": "https://www.coderabbit.ai", "hq": "San Francisco", "founded": 2023, "desc": "AI 代码评审，扩展到 agent 改动管理", "valuation": { "v": "$1.5B", "date": "2026-08", "kind": "投后", "src": "https://www.bloomberg.com/news/articles/2026-08-12/nvidia-backed-startup-coderabbit-valued-at-1-5-billion-in-round" }, "total_raised": "累计融资约 $231M（Crunchbase 口径）", "funding": [ { "date": "2026-08", "round": "C 轮", "amount": "$143M", "lead": "Atomico、Smash Capital", "post": "$1.5B", "src": "https://www.coderabbit.ai/newsroom/coderabbit-series-c-agentic-change-management" } ], "key_data": [ { "k": "每周评审", "v": "200 万+ 次，客户 1.7 万+", "date": "2026-08", "src": "https://pulse2.com/coderabbit-raises-143-million-series-c-at-1-5-billion-valuation-as-revenue-jumps-more-than-5x/" }, { "k": "收入增速", "v": "同比增长 5 倍以上（公司自报）", "date": "2026-08", "src": "https://techfundingnews.com/coderabbit-lands-143m-at-1-5b-valuation-as-ai-generated-code-surges/" }, { "k": "客户数", "v": "17,000+，每周 200 万+ 次代码审查", "date": "2026-08", "src": "https://techfundingnews.com/coderabbit-lands-143m-at-1-5b-valuation-as-ai-generated-code-surges/" } ], "note": "评审量与客户数是媒体转述公司数据。2025-09 一轮估值约 $550M（媒体）。" }, { "name": "Greptile", "group": "r6", "url": "https://www.greptile.com", "hq": "San Francisco", "founded": 2023, "desc": "带全仓库上下文的 AI PR 评审 agent", "valuation": { "v": "$750M", "date": "2026-10", "kind": "投后（公司宣布）", "src": "https://x.com/greptile/status/2112193902555898208" }, "total_raised": "累计融资约 $70M", "funding": [ { "date": "2026-08", "round": "B 轮", "amount": "$40M", "post": "约 $526M（Forge 按股价推算）", "src": "https://forgeglobal.com/greptile_ipo/" }, { "date": "2025-09", "round": "A 轮", "amount": "$25M", "lead": "Benchmark", "src": "https://sacra.com/c/greptile" }, { "date": "2026-10", "round": "B 轮", "amount": "$50M", "lead": "Menlo Ventures", "post": "$750M", "src": "https://x.com/greptile/status/2112193902555898208" } ], "key_data": [ { "k": "覆盖量", "v": "每天审查 GitHub 上 1%+ 的新开 PR（公司自报）", "date": "2026-10", "src": "https://runtimewire.com/article/greptile-raises-50m-series-b-at-750m-valuation" } ], "note": "B 轮未见公司原帖，来自 PitchBook / CB Insights / Forge；领投方未披露。 2026-10-19 宣布；8 月已记的 $40M B 轮（Forge 记为 B-1，投后约 $526M）与这轮 $50M 的关系公司未说明，累计融资暂未更新" }, { "name": "Sourcegraph", "group": "r6", "url": "https://sourcegraph.com", "hq": "San Francisco", "founded": 2013, "desc": "大代码库的代码搜索平台，2025-12 拆出 Amp", "valuation": { "v": "$2.6B", "date": "2021-07", "kind": "投后（最后一次公开估值）", "src": "https://tessl.io/blog/sourcegraph-spins-out-ai-coding-agent-amp-as-a-standalone-company" }, "total_raised": "累计融资约 $223M", "funding": [ { "date": "2021-07", "round": "D 轮", "amount": "$125M", "lead": "a16z", "post": "$2.6B", "src": "https://tessl.io/blog/sourcegraph-spins-out-ai-coding-agent-amp-as-a-standalone-company" } ], "key_data": [ { "k": "拆分", "v": "Amp Inc. 独立，Sourcegraph 专注代码搜索", "date": "2025-12", "src": "https://tessl.io/blog/sourcegraph-spins-out-ai-coding-agent-amp-as-a-standalone-company" } ], "chinese_team": { "lv": "cofounder", "who": "Beyang Liu · 联合创始人（现任 Amp 联合创始人兼 CTO）", "why": "来自中国郑州（Sourcegraph 官方博客转引 Forbes 30 Under 30）；中文媒体称其为「华裔联创」", "src": "https://sourcegraph.com/blog/sourcegraph-founders-featured-on-forbes-30-under-30-list", "by": "", "o": "cn" }, "note": "新 CEO Dan Adler。ARR $50M 只见于低可信二手站，未采用。" }, { "name": "Qodo", "group": "r6", "url": "https://www.qodo.ai", "hq": "New York", "founded": 2022, "desc": "面向企业的 AI 代码评审、测试与治理平台（原 Codium）", "total_raised": "累计融资 $120M", "funding": [ { "date": "2026-03", "round": "B 轮", "amount": "$70M", "lead": "Qumra Capital", "src": "https://techcrunch.com/2026/03/30/qodo-bets-on-code-verification-as-ai-coding-scales-raises-70m/" } ], "key_data": [], "customers": [ "Walmart", "NVIDIA", "Red Hat", "Box", "Intuit", "Ford", "monday.com" ], "note": "研发在以色列。" }, { "name": "Blacksmith", "group": "r6", "url": "https://www.blacksmith.sh", "hq": "San Francisco", "founded": 2023, "desc": "给 GitHub Actions 换更快的 CI 跑机", "valuation": { "v": "$550M", "date": "2026-08", "kind": "投后", "src": "https://pulse2.com/blacksmith-raises-45-million-series-b-at-550-million-valuation/" }, "total_raised": "累计融资 $58.5M（含 B 轮 $45M）", "funding": [ { "date": "2026-08", "round": "B 轮", "amount": "$45M", "lead": "Peak XV", "post": "$550M", "src": "https://pulse2.com/blacksmith-raises-45-million-series-b-at-550-million-valuation/" } ], "key_data": [ { "k": "客户", "v": "6,000+ 家（A 轮时约 800）", "date": "2026-08", "src": "https://siliconangle.com/2026/08/12/blacksmith-raises-45m-aid-ai-code-validation-agentic-development-grows/" } ], "note": "客户数为媒体转述公司数据。" }, { "name": "Depot", "group": "r6", "url": "https://depot.dev", "founded": 2022, "desc": "加速 Docker 构建和 CI 的远程构建服务", "total_raised": "累计融资约 $14.6M（聚合站口径：两轮种子 + A 轮 $10M）", "funding": [ { "date": "2026-03", "round": "A 轮", "amount": "$10M", "lead": "Felicis", "src": "https://raising.fi/news/depot-series-a-march-2026" } ], "key_data": [], "note": "只有一条二手融资来源。" }, { "name": "PostHog", "group": "a1", "url": "https://posthog.com", "hq": "San Francisco", "founded": 2020, "desc": "开源产品分析全家桶，靠 AI 安装向导和 MCP 让 agent 替用户装", "valuation": { "v": "$1.4B", "date": "2025-09", "kind": "投后", "src": "https://technews180.com/funding-news/posthog-raises-75m-series-e-reaches-unicorn-status/" }, "revenue": { "v": "~$58M", "date": "2026-02", "kind": "ARR，媒体估算（Sacra）", "src": "https://sacra.com/c/posthog" }, "total_raised": "累计融资约 $194M（公司手册口径，截至 2025-10）", "funding": [ { "date": "2025-09", "round": "E 轮", "amount": "$75M", "lead": "Peak XV", "post": "$1.4B", "src": "https://technews180.com/funding-news/posthog-raises-75m-series-e-reaches-unicorn-status/" }, { "date": "2025-06", "round": "D 轮", "amount": "$70M", "lead": "Stripe", "post": "$920M", "src": "https://finder.techleap.nl/news/feed/posthog-raises-70m-in-series-d" } ], "key_data": [ { "k": "posthog-js npm 月下载", "v": "5,901 万（相对 next 两年 ×2.9）", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/posthog-js" }, { "k": "用 AI 安装向导的用户付费转化", "v": "高 5 倍", "date": "2026-10", "src": "https://x.com/posthog/status/2109706469189079527" } ], "note": "没有一家 AI 建站工具默认装 PostHog，增长来自 agent / 用户主动装。截至 2026-10 没查到 2026 年新一轮。E 轮轮次名各家写 D/E 不一。" }, { "name": "Amplitude", "group": "a1", "url": "https://amplitude.com", "hq": "San Francisco", "founded": 2012, "desc": "上市产品分析公司，2026 年接手 Statsig", "valuation": { "v": "~$1.66B", "date": "2026-10", "kind": "市值（2026-10-14，股价 $15.46）", "src": "https://www.syfe.com/stocks/us/ampl" }, "revenue": { "v": "$100.9M", "date": "2026-Q2", "kind": "单季收入（同比 +21%）", "src": "https://www.nasdaq.com/articles/amplitude-q2-earnings-call-highlights" }, "total_raised": "上市公司（NASDAQ: AMPL）", "funding": [], "key_data": [ { "k": "ARR", "v": "$4.1 亿（其中 Statsig 贡献 $1,700 万）", "date": "2026-06", "src": "https://www.nasdaq.com/articles/amplitude-q2-earnings-call-highlights" }, { "k": "@amplitude/analytics-browser npm 月下载", "v": "1,034 万（相对 next 份额下滑）", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@amplitude/analytics-browser" }, { "k": "2026 全年收入指引", "v": "中值 $409.2M", "date": "2026-08", "src": "https://investor.wedbush.com/wedbush/article/stockstory-2026-8-12-the-top-5-analyst-questions-from-amplitudes-q2-earnings-call" } ], "owner": "上市公司（纳斯达克 AMPL）", "chinese_team": { "lv": "cofounder", "who": "Curtis Liu（刘睦仁）· 联合创始人兼 CTO；Jeffrey Wang · 联合创始人", "why": "美籍华人，两人都是第二代台美人，父母为台大毕业的台湾留学生（台美史料中心）", "src": "https://taiwaneseamericanhistory.org/my-stories-808/", "by": "", "o": "us" }, "public": true, "note": "现有收入 $100.9M 是 2026 Q2 单季，不是全年" }, { "name": "Statsig", "group": "a1", "url": "https://statsig.com", "hq": "Bellevue, WA", "founded": 2021, "desc": "A/B 实验平台，先归 OpenAI，后转给 Amplitude", "valuation": { "v": "$1.1B", "date": "2025-09", "kind": "OpenAI 收购对价（全股票）", "src": "https://www.reuters.com/legal/transactional/openai-acquire-product-testing-startup-statsig-appoints-cto-applications-2025-09-02/" }, "total_raised": null, "funding": [ { "date": "2025-09", "round": "被 OpenAI 收购", "amount": "$1.1B（全股票）", "lead": "OpenAI", "post": "", "src": "https://www.reuters.com/legal/transactional/openai-acquire-product-testing-startup-statsig-appoints-cto-applications-2025-09-02/" } ], "key_data": [ { "k": "转入 Amplitude", "v": "2026-05-05", "date": "2026-05", "src": "https://amplitude.com/blog/amplitude-and-statsig-partnership" } ], "owner": "被 OpenAI 收购，2025-09，约 $1.1B（股票）；2026-05-05 品牌、产品和客户转给 Amplitude，原团队留在 OpenAI", "note": "Amplitude 称之为「战略合作」，接手品牌和客户，交易金额未披露。创始人 Vijaye Raji（OpenAI 应用 CTO）2026-10 进入 Amplitude 董事会。 现有估值 $1.1B 即 OpenAI 收购价；创始人 Vijaye Raji 出任 OpenAI 应用 CTO" }, { "name": "Mixpanel", "group": "a1", "url": "https://mixpanel.com", "hq": "San Francisco", "founded": 2009, "desc": "老牌事件型产品分析工具", "valuation": { "v": "$1.05B", "date": "2021-11", "kind": "投后（最后一次公开融资）", "src": "https://www.baincapital.com/news/product-analytics-leader-mixpanel-secures-200-million-growth-investment-help-more-teams-build" }, "revenue": { "v": "~$210M", "date": "2025", "kind": "聚合站估算（ARR，Latka 等）", "src": "https://getlatka.com/companies/mixpanel/vs/sisense" }, "total_raised": "累计融资 $277M", "funding": [ { "date": "2021-11", "round": "C 轮", "amount": "$200M", "lead": "Bain Capital Tech Opportunities", "post": "$1.05B", "src": "https://www.baincapital.com/news/product-analytics-leader-mixpanel-secures-200-million-growth-investment-help-more-teams-build" } ], "key_data": [ { "k": "mixpanel-browser npm 月下载", "v": "1,076 万（相对 next 两年从 9.3% 降到 4.4%）", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/mixpanel-browser" } ], "note": "2021 年后无新一轮。 收入只有聚合站口径" }, { "name": "Vercel Web Analytics", "group": "a1", "url": "https://vercel.com/analytics", "hq": "San Francisco", "desc": "Vercel 自家网站统计，v0 生成的网站默认带上", "total_raised": null, "funding": [], "key_data": [ { "k": "v0 默认装", "v": "2025-09-02 起", "date": "2025-09", "src": "https://x.com/v0/status/1962983346231025918" }, { "k": "@vercel/analytics npm 月下载", "v": "2,855 万（相对 next 两年翻倍）", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@vercel/analytics" } ], "owner": "Vercel 的产品线", "product_line_of": "Vercel", "note": "Hobby 免费档每月 5 万事件，超量停采，Pro 起按量收费。AIWatch 抽样 75 个新 v0 仓库 56% 带它（自采样小样本）。" }, { "name": "Plausible Analytics", "group": "a1", "url": "https://plausible.io", "hq": "爱沙尼亚 Tartu", "founded": 2019, "desc": "开源、无 cookie 的轻量网站统计，完全靠订阅自筹", "revenue": { "v": "$1M", "date": "2022-06", "kind": "ARR，公司自报（之后未再公布确数）", "src": "https://plausible.io/blog/bootstrapping-saas" }, "total_raised": "未外部融资（两位创始人自筹并全资持有）", "funding": [], "key_data": [ { "k": "2026 年净增订阅", "v": "已比历史最好全年多 40%，团队 10 人", "date": "2026-10", "src": "https://fosstodon.org/@plausible/117409755321750608" }, { "k": "融资情况", "v": "创始人自筹、全资持有，未拿外部投资", "date": "2021-10", "src": "https://plausible.io/blog/bootstrapping-saas" } ], "note": "未融资，达不到融资门槛；作为 AI 建站里常被点名的隐私替代品收录，可在「不看小公司」时隐藏。W3Techs 覆盖率仅约 0.2%。 公司公开 ARR 看板，但最新 ARR 没找到一手出处，收入未更新" }, { "name": "Microsoft Clarity", "group": "a1", "url": "https://clarity.microsoft.com", "desc": "微软的免费热力图与会话回放统计，官方说永久免费", "total_raised": null, "funding": [], "key_data": [ { "k": "W3Techs 网站覆盖率", "v": "3.3% → 4.1%", "date": "2025-10 → 2026-10", "src": "https://w3techs.com/technologies/overview/traffic_analysis" }, { "k": "@microsoft/clarity npm 月下载", "v": "170 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@microsoft/clarity" } ], "owner": "Microsoft 的产品线", "product_line_of": "Microsoft", "note": "不要写「微软拿数据喂 Bing」，那只是第三方推测。" }, { "name": "Cloudflare Web Analytics", "group": "a1", "url": "https://www.cloudflare.com/web-analytics/", "desc": "Cloudflare 免费无 cookie 统计，走其代理的站点默认开启", "total_raised": null, "funding": [], "key_data": [ { "k": "默认开启", "v": "代理站点自动注入（文档）", "date": "2026", "src": "https://developers.cloudflare.com/web-analytics/get-started/" }, { "k": "W3Techs 网站覆盖率", "v": "0.9% → 2.9%", "date": "2025-10 → 2026-10", "src": "https://w3techs.com/technologies/overview/traffic_analysis" } ], "owner": "Cloudflare 的产品线", "product_line_of": "Cloudflare", "note": "2020-09 发布。员工 HN 说免费档默认开、付费档要手动开（C）。" }, { "name": "Google Analytics", "group": "a1", "url": "https://marketingplatform.google.com/about/analytics/", "desc": "老站的默认统计；AI 建站工具基本都不默认装它", "total_raised": null, "funding": [], "key_data": [ { "k": "W3Techs 网站覆盖率", "v": "47.2%，统计工具市场份额 82.5%", "date": "2026-10", "src": "https://w3techs.com/technologies/overview/traffic_analysis" }, { "k": "react-ga4 npm 月下载", "v": "310 万（相对 next 两年降到约 1/4）", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/react-ga4" } ], "owner": "Google 的产品线", "product_line_of": "Google", "note": "作为对照收录。GA 的大跌在 2023–2025（56.8% → 44.6%），与 2023-07 Universal Analytics 关停同步，多出来的是什么都不装的站，不是被 PostHog 抢走。" }, { "name": "Tailwind Labs", "group": "f1", "url": "https://tailwindcss.com", "hq": "加拿大", "founded": 2017, "desc": "AI 界面默认样式框架 Tailwind 的公司，已入 Shopify", "total_raised": null, "funding": [ { "date": "2026-09", "round": "被 Shopify 收购", "amount": "未披露", "lead": "Shopify", "post": "", "src": "https://tailwindcss.com/blog/tailwind-is-joining-shopify" } ], "key_data": [ { "k": "框架每周安装", "v": "1.1 亿次+", "date": "2026-09", "src": "https://tailwindcss.com/blog/tailwind-is-joining-shopify" }, { "k": "收入变化（创始人自述）", "v": "下降近 80%，工程团队 75% 被裁", "date": "2026-01", "src": "https://github.com/tailwindlabs/tailwindcss.com/pull/2388" }, { "k": "收入变化", "v": "收入下降约 80%，4 名工程师裁掉 3 名（CEO 自述，因 AI 让文档流量下滑）", "date": "2026-01", "src": "https://www.businessinsider.com/tailwind-engineer-layoffs-ai-github-2026-1" } ], "customers": [ "Shopify", "ChatGPT", "X", "Cloudflare", "Reddit" ], "owner": "被 Shopify 收购（官方用词「加入」），2026-09-09，金额未披露", "note": "自筹资金。Adam 2026-01-08 说「仍是一门还行的生意」，不要写破产。Tailwind Plus 停止接新客户。2026 年 Vercel、Lovable、Google AI Studio 等成为赞助商。 被 Shopify 收购后 Tailwind CSS 仍为 MIT 开源，商业产品停止新签" }, { "name": "shadcn/ui", "group": "f1", "url": "https://ui.shadcn.com", "founded": 2023, "desc": "复制进项目的开源 React 组件集，AI 建站最常用的组件代码", "total_raised": null, "funding": [], "key_data": [ { "k": "新建 shadcn/ui 应用", "v": "每秒一个（不含 AI / v0 生成）", "date": "2026-04", "src": "https://x.com/shadcn/status/2042268261522256215" }, { "k": "默认底座", "v": "新项目改用 Base UI，选 Base UI 与 Radix 约 2:1", "date": "2026-07", "src": "https://ui.shadcn.com/docs/changelog/2026-07-base-ui-default" } ], "owner": "个人开源项目；作者 shadcn 2023-08 起受雇于 Vercel", "open_source": true, "note": "没有付费产品，钱走 v0 / Vercel。 不是独立公司：作者 shadcn 受雇于 Vercel，项目由 Vercel 支持，没有独立收入、估值或融资" }, { "name": "v0", "group": "f1", "url": "https://v0.app", "hq": "San Francisco", "desc": "Vercel 的 AI 建站工具，生成即部署到 Vercel", "total_raised": null, "funding": [], "key_data": [ { "k": "默认装 Vercel Analytics", "v": "2025-09-02 起", "date": "2025-09", "src": "https://x.com/v0/status/1962983346231025918" } ], "owner": "Vercel 的产品线", "product_line_of": "Vercel", "note": "v0 单独收入从未公布；「400 万用户」只有 Sacra（C）。Vercel 自己把增长归因于外部 agent 部署，不是 v0。" }, { "name": "Lovable", "group": "f1", "url": "https://lovable.dev", "hq": "Stockholm", "founded": 2023, "desc": "对话生成全栈应用的 AI 建站平台，后端跑在 Supabase 上", "valuation": { "v": "$13.3B", "date": "2026-08", "kind": "投后", "src": "https://finance.yahoo.com/technology/articles/lovable-confirms-13-3b-valuation-160427006.html" }, "revenue": { "v": "$600M+", "date": "2026-09", "kind": "年化（联合创始人公开说法）", "src": "https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/" }, "total_raised": "累计融资约 $950M（媒体口径）", "funding": [ { "date": "2026-08", "round": "C 轮", "amount": "$400M", "lead": "Menlo Ventures、Scaleup Europe Fund", "post": "$13.3B", "src": "https://finance.yahoo.com/technology/articles/lovable-confirms-13-3b-valuation-160427006.html" }, { "date": "2025-12", "round": "B 轮", "amount": "$330M", "lead": "Menlo Ventures、CapitalG", "post": "$6.6B", "src": "https://finance.yahoo.com/technology/articles/lovable-confirms-13-3b-valuation-160427006.html" }, { "date": "2025-07", "round": "A 轮", "amount": "$200M", "post": "$1.8B", "src": "https://businessmodelanalyst.com/lovable-series-c-cost-of-goods-capital/" } ], "key_data": [ { "k": "托管项目 / 月访问", "v": "6,000 万个 / 9 亿", "date": "2026-08", "src": "https://finance.yahoo.com/technology/articles/lovable-confirms-13-3b-valuation-160427006.html" } ], "customers": [ "Nvidia", "Adidas", "Zendesk", "Klarna", "HubSpot" ], "note": "CEO 2026-01 原话：每个 Lovable 应用都用 Tailwind。2025-07 起内置访客统计。" }, { "name": "Bolt.new（StackBlitz）", "group": "f1", "url": "https://bolt.new", "hq": "San Francisco", "founded": 2017, "desc": "StackBlitz 的浏览器内 AI 建站工具", "valuation": { "v": "~$700M", "date": "2025-01", "kind": "报道", "src": "https://quantlogix.ai/private-company/bolt-new" }, "revenue": { "v": "$40M", "date": "2025-03", "kind": "ARR，创始人采访自报", "src": "https://agentmarketcap.ai/blog/2026/04/06/vibe-coding-agentic-lovable-bolt-vercel-v0-500m-funding" }, "total_raised": "累计融资约 $135M", "funding": [ { "date": "2025-01", "round": "B 轮", "amount": "$105.5M", "lead": "Emergence Capital、GV", "post": "~$700M（报道）", "src": "https://quantlogix.ai/private-company/bolt-new" } ], "key_data": [], "note": "来源均为二手聚合站；之后没有公开新数字。AIWatch 流量：2025-06 峰值后到 2026-09 降约 65%。Bolt Cloud 跑在 Netlify + Supabase 上。" }, { "name": "Replit", "group": "f1", "url": "https://replit.com", "hq": "Foster City", "founded": 2016, "desc": "浏览器 IDE 转型的 AI 应用构建与托管平台（Replit Agent）", "valuation": { "v": "$9B", "date": "2026-03", "kind": "投后", "src": "https://cfotech.ie/story/replit-raises-usd-400m-hits-usd-9bn-ai-valuation" }, "revenue": { "v": "~$525M", "date": "2026-04", "kind": "聚合站估算（Sacra）", "src": "https://sacra.com/research/replit" }, "total_raised": "累计融资 $880M", "funding": [ { "date": "2026-03", "round": "D 轮", "amount": "$400M", "lead": "Georgian", "post": "$9B", "src": "https://cfotech.ie/story/replit-raises-usd-400m-hits-usd-9bn-ai-valuation" }, { "date": "2025-09", "round": "C 轮", "amount": "$250M", "post": "$3B", "src": "https://www.cnbc.com/2026/05/19/replit-cnbc-disruptor-50-ranking.html" } ], "key_data": [ { "k": "ARR 目标", "v": "2026 年底 $10 亿（公司说）", "date": "2026-03", "src": "https://cfotech.ie/story/replit-raises-usd-400m-hits-usd-9bn-ai-valuation" } ], "note": "Sacra 估 2026-04 年化 $525M（C，未采用）。2025-12 把数据库从 Neon 搬回自建；2026-09 收购 AI 分析公司 Atta。发布的应用默认带访客统计。 Masad 称目标 2026 年底年化 $1B；另有 5 月转述称已「接近 $1B 年化」，没找到一手出处；现有 $150M 是旧口径" }, { "name": "Base44", "group": "f1", "url": "https://base44.com", "hq": "Tel Aviv", "founded": 2025, "desc": "对话生成应用的 AI 建站工具，现属 Wix", "valuation": { "v": "$80M", "date": "2025-06", "kind": "收购价（Wix 首付，另有到 2029 年的里程碑付款）", "src": "https://gnet.globes.co.il/en/article-wix-acquires-israeli-vibe-coding-co-base44-1001513267" }, "revenue": { "v": "$150M", "date": "2026-05", "kind": "ARR，公司披露（媒体转述）", "src": "https://www.bitmart.com/en-US/news/detail/wix-wix-stock-plummets-50-as-company-announces-massive-1-000-employee-layoff-67035" }, "total_raised": "被收购前未外部融资", "funding": [ { "date": "2025-06", "round": "被 Wix 收购", "amount": "$80M 首付 + 里程碑付款", "lead": "Wix", "post": "", "src": "https://gnet.globes.co.il/en/article-wix-acquires-israeli-vibe-coding-co-base44-1001513267" } ], "key_data": [ { "k": "Wix 一季度付给创始人", "v": "$3,800 万（收购相关补偿）", "date": "2026-Q1", "src": "https://www.bitmart.com/en-US/news/detail/wix-wix-stock-plummets-50-as-company-announces-massive-1-000-employee-layoff-67035" } ], "owner": "被 Wix 收购，2025-06，约 $80M", "note": "来源是转载站，建议上屏前对 Wix 财报核一次。被收购时常被说成「一人公司」，实际有 8 名员工。每个应用内置统计面板。" }, { "name": "Radix UI", "group": "f1", "url": "https://www.radix-ui.com", "desc": "无样式的 React 交互组件底座，shadcn/ui 原来的默认底层", "total_raised": null, "funding": [], "key_data": [ { "k": "shadcn 新项目选择", "v": "Base UI : Radix ≈ 2 : 1，默认已换 Base UI", "date": "2026-07", "src": "https://ui.shadcn.com/docs/changelog/2026-07-base-ui-default" } ], "owner": "WorkOS 2022-06 收购 Modulz（Radix 母公司），金额未披露", "product_line_of": "WorkOS", "note": "免费，WorkOS 不靠它收钱（WorkOS 已在 Identity 栏）。原作者去 MUI 做 Base UI，他说 Radix 是「负担」，是竞品作者观点。Radix 未宣布停止维护。" }, { "name": "Base UI（MUI）", "group": "f1", "url": "https://base-ui.com", "desc": "MUI 的无样式组件库，现为 shadcn/ui 默认底座", "total_raised": null, "funding": [], "key_data": [ { "k": "每周下载（作者自述）", "v": "约 21 个月从 0 到 1,700 万", "date": "2026-09", "src": "https://x.com/i/status/2104332242302685620" } ], "owner": "MUI 的开源项目", "product_line_of": "MUI", "note": "「超过 radix-ui」指的是 radix-ui 合集包，不是全部 @radix-ui/* 分包。MUI 融资数据未查到。" }, { "name": "VoidZero（Vite）", "group": "f1", "url": "https://voidzero.dev", "founded": 2024, "desc": "尤雨溪的 Vite 工具链公司，已加入 Cloudflare", "total_raised": "累计融资约 $17M", "funding": [ { "date": "2026-06", "round": "被 Cloudflare 收购", "amount": "未披露", "lead": "Cloudflare", "post": "", "src": "https://voidzero.dev/posts/voidzero-cloudflare" } ], "key_data": [ { "k": "Vite 每周下载", "v": "约 1.29 亿次", "date": "2026-06", "src": "https://blog.cloudflare.com/voidzero-joins-cloudflare" } ], "owner": "被 Cloudflare 收购，2026-06-04，金额未披露", "chinese_team": { "lv": "founder", "who": "尤雨溪（Evan You）· 创始人", "why": "江苏无锡出生，高中在国内读完后赴美留学；Vue.js、Vite 作者（维基百科、百度百科）", "src": "https://zh.wikipedia.org/zh/%E5%B0%A4%E9%9B%A8%E6%BA%AA", "by": "", "o": "cn" }, "note": "尤雨溪原话：给工具变现，尤其是开源软件，非常难。Vite+ 最终 MIT 开源。累计融资 = 2024-10 种子 $4.6M + 2025-10 A 轮 $12.5M（均 Accel 领投），来自本地底稿转引 DealStreetAsia 等，未找到可打开的一手页。 Vite、Vitest、Rolldown、Oxc、Vite+ 继续 MIT 开源，Cloudflare 另设 $1M 生态基金" }, { "name": "Zapier MCP", "group": "t2", "url": "https://zapier.com/mcp", "hq": "San Francisco（全远程）", "founded": 2011, "desc": "Zapier 把 8,000+ 应用动作打包成 MCP 给 agent 调用", "total_raised": null, "funding": [], "key_data": [ { "k": "MCP 月工具调用", "v": "110 万 → 560 万", "date": "2026-03 → 08", "src": "https://x.com/zapier/status/2094771006921380107" }, { "k": "累计 MCP 动作", "v": "1,650 万次，覆盖 1,900+ 应用", "date": "2026-09", "src": "https://x.com/zapier/status/2097309304088912083" } ], "owner": "Zapier 的产品线", "product_line_of": "Zapier", "note": "Zapier 自 2014 年盈利、几乎没融过资；收入不公开，网上 $310M / $420M ARR 都是估算。2026-05 n8n 估值 $5.2B 已超过它。 卡片上不显示估值：$5B（老股转让估值（非新一轮））是 Zapier 整家公司的数字。" }, { "name": "Pipedream", "group": "t1", "url": "https://pipedream.com", "hq": "San Francisco", "founded": 2019, "desc": "3,000+ 连接器的 agent 集成平台，已并入 Workday", "total_raised": "累计融资约 $22M", "funding": [ { "date": "2025-11", "round": "被 Workday 收购", "amount": "未披露", "lead": "Workday", "post": "", "src": "https://siliconangle.com/2025/11/19/workday-acquire-pipedream-extend-ai-agent-integrations-across-enterprise-apps/" } ], "key_data": [ { "k": "连接器 / 预置工具", "v": "3,000+ / 10,000+", "date": "2025-11", "src": "https://www.nasdaq.com/press-release/workday-signs-definitive-agreement-acquire-pipedream-2025-11-19" }, { "k": "客户", "v": "5,000+", "date": "2025-11", "src": "https://www.nasdaq.com/press-release/workday-signs-definitive-agreement-acquire-pipedream-2025-11-19" } ], "owner": "被 Workday 收购，2025-11 签约、2025-12 交割，金额未披露", "note": "累计融资为 Tracxn 口径（C）。" }, { "name": "Smithery", "group": "t3", "url": "https://smithery.ai", "hq": "San Francisco", "founded": 2025, "desc": "MCP server 目录与托管平台，2026-08 被 Arcade 收购", "total_raised": null, "funding": [ { "date": "2026-08", "round": "被 Arcade.dev 收购", "amount": "未披露", "lead": "Arcade.dev", "post": "", "src": "https://www.forbes.com/sites/janakirammsv/2026/08/10/arcade-acquires-smithery-to-own-the-agent-tool-supply-chain/" } ], "key_data": [ { "k": "托管平台漏洞波及应用", "v": "3,243 个（2025-06 修复，未见被利用）", "date": "2025-10", "src": "https://blog.gitguardian.com/breaking-mcp-server-hosting" }, { "k": "并入 Arcade", "v": "同行合并", "date": "2026-08", "src": "https://arcade.dev/blog/smithery-joins-arcade" } ], "owner": "被 Arcade.dev 收购，2026-08-05，金额未披露", "chinese_team": { "lv": "founder", "o": "x", "who": "Henry Mao（发表论文用名 Huanru Henry Mao）· 联合创始人兼 CEO", "why": "中文媒体硅谷科技评论（SVTR）介绍 Jenni AI 时称其为「华裔」联合创始人；UCSD 计算机本科、硕士，曾读博后退学。领英贴文下有朋友留言提到他在香港读高中，未见本人确认，所以出身记为未公开", "src": "https://svtr.ai/articles/jenni-ai" }, "note": "种子轮金额未披露。买方 Arcade.dev 已在 Identity 栏。" }, { "name": "Merge Agent Handler", "group": "t1", "url": "https://www.merge.dev", "hq": "San Francisco / New York", "founded": 2020, "desc": "Merge 的 agent 工具接入层：带权限管控和审计地连上千个 SaaS", "total_raised": "累计融资 $75M", "funding": [ { "date": "2022-10", "round": "B 轮", "amount": "$55M", "lead": "Accel", "post": "$325M（Forbes 记）", "src": "https://www.forbes.com/companies/merge" } ], "key_data": [ { "k": "上架 Microsoft Agent Store", "v": "M365 Copilot 可直接用", "date": "2026-06", "src": "https://simplify.jobs/p/dd8a4d1f-b8de-44b3-b61f-0b0d5e22eadc/Senior-Software-Engineer" } ], "owner": "Merge 的产品线", "product_line_of": "Merge", "note": "累计 $75M 是公司自述（Accel、NEA、Addition）。主业是统一 API（Merge Unified）。 卡片上不显示估值：$325M（报道）是 Merge 整家公司的数字。" }, { "name": "n8n", "group": "t2", "url": "https://n8n.io", "hq": "Berlin", "founded": 2019, "desc": "开源工作流自动化平台，被大量用来给 agent 串工具", "valuation": { "v": "$5.2B", "date": "2026-05", "kind": "投后", "src": "https://blog.n8n.io/n8n-sap/" }, "revenue": { "v": "€100M+", "date": "2026-05", "kind": "媒体报道（Bloomberg，ARR）", "src": "https://www.digitaltoday.co.kr/jp/view/55191/sap-invests-in-workflow-automation-tool-n8n-to-integrate-into-ai-agent-builder" }, "total_raised": "累计一级融资约 $240M（截至 2025-10 C 轮，公司口径；2026-05 SAP 入股按老股交易报道）", "funding": [ { "date": "2026-05", "round": "战略投资", "amount": "未披露", "lead": "SAP", "post": "$5.2B", "src": "https://blog.n8n.io/n8n-sap/" } ], "key_data": [ { "k": "嵌入 SAP Joule Studio", "v": "多年合作", "date": "2026-05", "src": "https://www.bloomberg.com/news/articles/2026-05-12/sap-invests-in-ai-automation-startup-n8n-at-5-2-billion-value" } ], "note": "属于边缘收录：本身是工作流工具，不是 MCP 中间层，但 agent 接工具常用它。" }, { "name": "Obot AI", "group": "t3", "url": "https://obot.ai", "hq": "Cupertino", "founded": 2022, "desc": "开源 MCP 网关：企业统一托管、授权和审计 MCP server", "total_raised": "累计融资 $35M", "funding": [ { "date": "2025-09", "round": "种子轮", "amount": "$35M", "lead": "Mayfield、Nexus Venture Partners", "src": "https://seedtable.com/companies/obot-ai/funding-rounds/seed-2025-09" } ], "key_data": [], "chinese_team": { "lv": "founder", "who": "梁胜（Sheng Liang）· 联合创始人兼 CEO", "why": "中科大少年班、耶鲁博士，连续创办 Cloud.com、Rancher Labs，曾任 Citrix 首位华人 CTO（OnBoard 播客）", "src": "https://podcasts.apple.com/cn/podcast/ep-59-%E5%AF%B9%E8%AF%9D%E7%A1%85%E8%B0%B7%E8%BF%9E%E7%BB%AD%E5%88%9B%E4%B8%9A%E8%80%85%E6%A2%81%E8%83%9C-20%E5%B9%B43%E5%AE%B6%E5%85%AC%E5%8F%B8%E6%80%BB%E5%B9%B6%E8%B4%AD%E9%87%91%E9%A2%9D10%E4%BA%BF%E7%BE%8E%E9%87%91-%E5%BE%81%E6%88%98genai%E7%9A%84%E8%B5%B0%E5%BF%83%E5%88%9B%E4%B8%9A%E6%80%9D%E8%80%83/id1613083252?i=1000668546881", "by": "", "o": "cn" }, "note": "Rancher Labs 原班人马。有聚合站写估值 $1.8 亿，与其他来源冲突，未采用。" }, { "name": "Runlayer", "group": "t3", "url": "https://www.runlayer.com", "hq": "New York", "founded": 2025, "desc": "企业 MCP / agent 安全控制层：统一权限、拦截注入、发现影子 MCP", "valuation": { "v": "$265M", "date": "2026-06", "kind": "聚合站估算（Forge，A 轮）", "src": "https://forgeglobal.com/runlayer_ipo/" }, "total_raised": "累计融资 $42M", "funding": [ { "date": "2026-06", "round": "A 轮", "amount": "$30M", "lead": "Felicis", "src": "https://www.securityweek.com/runlayer-raises-30-million-in-series-a-funding/" }, { "date": "2025-11", "round": "种子轮", "amount": "$11M", "lead": "Khosla、Felicis", "src": "https://fintech.global/tag/runlayer/" } ], "key_data": [], "customers": [ "Instacart", "Gusto", "Decagon", "Opendoor", "dbt Labs", "AngelList", "Lemonade" ], "note": "顾问含 MCP 联合作者 David Soria Parra。" }, { "name": "Stainless", "group": "t4", "url": "https://www.stainless.com", "hq": "New York", "founded": 2022, "desc": "自动生成 SDK 和 MCP server，已归 Anthropic", "valuation": { "v": "$300M+", "date": "2026-05", "kind": "收购价（The Information 报道的谈判价，官方未披露）", "src": "https://www.placera.se/telegram/market-chatter-anthropic-in-talks-to-acquire-stainless-for-300-million-20260513" }, "total_raised": "累计融资约 $35M", "funding": [ { "date": "2024-12", "round": "A 轮", "amount": "$25M", "lead": "a16z", "src": "https://www.stainless.com/blog/stainless-series-a" }, { "date": "2026-05", "round": "被 Anthropic 收购", "amount": "未披露（报道 $300M+）", "lead": "Anthropic", "post": "", "src": "https://www.larazon.es/tecnologia-consumo/inteligencia-artificial/anthropic-compra-stainless-sdk-openai-google-300-millones_202605196a0c35efdd62c3164d2f498b.html" } ], "key_data": [ { "k": "收购后", "v": "关停对外托管产品", "date": "2026-05", "src": "https://www.anthropic.com/news/anthropic-acquires-stainless" } ], "owner": "被 Anthropic 收购，2026-05-18，金额未披露（The Information 报谈判时超 $300M）", "note": "$300M+ 是谈判阶段报道，不是成交价。 Anthropic 2026-05-18 宣布收购，未披露金额；收购后托管产品逐步停止。" }, { "name": "Lunar.dev", "group": "t3", "url": "https://www.lunar.dev", "founded": 2022, "desc": "开源 MCP 网关 MCPX 和 API 出口流量管控，已并入 Boomi", "total_raised": "累计融资约 $6M", "funding": [ { "date": "2026-07", "round": "被 Boomi 收购（2026-05 签意向书）", "amount": "未披露", "lead": "Boomi", "post": "", "src": "https://www.linkedin.com/posts/eyal-sol_lunardev-acquisition-strengthens-ai-governance-activity-7487772353268203521-rvsq" } ], "key_data": [ { "k": "并入 Boomi Connect", "v": "托管 MCP 产品", "date": "2026-07", "src": "https://boomi.com/blog/lunar-dev-boomi-acquisition" } ], "owner": "被 Boomi 收购，2026-07 完成，金额未披露", "note": "种子轮 $6M（2023）来自 PitchBook / ZoomInfo（C）。" }, { "name": "Photon", "group": "t5", "url": "https://photon.codes", "hq": "旧金山", "founded": 2025, "desc": "开源 SDK 加托管平台，让开发者把 agent 接进 iMessage、WhatsApp、短信等聊天渠道", "total_raised": "累计融资 $4.5M（已披露）", "funding": [ { "date": "2026-09", "round": "种子轮", "amount": "$4.5M", "lead": "Gradient、A*（联合领投）", "src": "https://techcrunch.com/2026/10/01/photon-held-a-funeral-for-mobile-apps-now-it-has-4-5m-to-help-replace-them-with-agents/" } ], "key_data": [ { "k": "开发者注册数", "v": "40,000+", "date": "2026-09", "src": "https://techcrunch.com/2026/10/01/photon-held-a-funeral-for-mobile-apps-now-it-has-4-5m-to-help-replace-them-with-agents/" }, { "k": "收入增长", "v": "4 个月 10 倍", "date": "2026-09", "src": "https://techcrunch.com/2026/10/01/photon-held-a-funeral-for-mobile-apps-now-it-has-4-5m-to-help-replace-them-with-agents/" }, { "k": "开发者流失率", "v": "<3%", "date": "2026-09", "src": "https://techcrunch.com/2026/10/01/photon-held-a-funeral-for-mobile-apps-now-it-has-4-5m-to-help-replace-them-with-agents/" }, { "k": "开源版占用量比例", "v": "98%", "date": "2026-09", "src": "https://techcrunch.com/2026/10/01/photon-held-a-funeral-for-mobile-apps-now-it-has-4-5m-to-help-replace-them-with-agents/" }, { "k": "开发者数 / npm 月下载", "v": "50,000+ / 450,000", "date": "2026-10", "src": "https://devcuration.com/articles/company-spotlight-photon-codes" }, { "k": "付费客户", "v": "500", "date": "2026-09", "src": "https://techfundingnews.com/vercel-backed-photon-raises-4-5m-to-put-ai-agents-inside-imessage-and-whatsapp/" }, { "k": "收入增长", "v": "2026 年 5–8 月增长 10 倍（公司口径）", "date": "2026-08", "src": "https://techfundingnews.com/vercel-backed-photon-raises-4-5m-to-put-ai-agents-inside-imessage-and-whatsapp/" } ], "customers": [ "Corgi Insurance", "Boardy", "Ditto", "Rho", "Fliptexts", "Slashy", "Nous Research（Hermes agent 默认 iMessage 层）", "腾讯 QClaw" ], "chinese_team": { "lv": "founder", "who": "Daniel Tian · 联合创始人兼 CEO；朱浩宇（Ryan Zhu）· 联合创始人兼 CTO", "why": "朱浩宇是杭州公办高中学生、AdventureX 黑客松发起人（杭州日报报道）；CEO Daniel Tian 为中国人由 Will 本人确认，暂无公开出处", "src": "https://mdaily.hangzhou.com.cn/dskb/2025/07/01/article_detail_2_20250701A081.html", "by": "", "o": "cn" }, "note": "创始人 Daniel Tian（CEO，宾大 M&T 退学）和 Ryan Zhu（CTO，朱浩宇，杭州 AdventureX 黑客松发起人）；托管版 2026-04 上线，有 SOC 2 Type II 和 HIPAA；本轮跟投方含 Vercel、红杉中国（HSG）、Z Fellows、Llama Ventures、Karman；曾入选奇绩创坛（MiraclePlus）；以上用量和增长数字均为公司自报，未披露收入绝对值和估值；成立年份未找到可靠出处" }, { "name": "TiDB（PingCAP）", "group": "s3", "url": "https://www.pingcap.com", "hq": "Sunnyvale（研发起家于北京）", "founded": 2015, "desc": "开源分布式 SQL 数据库 TiDB 及 TiDB Cloud，AI agent 一秒开库、百万租户", "valuation": { "v": "$3B+", "date": "2021-07", "kind": "报道", "src": "https://kr-asia.com/database-services-provider-pingcaps-valuation-surpasses-usd-3-billion-after-financing-led-by-sequoia-capital-and-gic" }, "total_raised": "累计融资约 $341.6M（截至 2020 年 D 轮，不含 2021 年未披露金额的一轮）", "funding": [ { "date": "2020-11", "round": "D 轮", "amount": "$270M", "lead": "GGV、Access Technology Ventures、Anatole、Jeneration、5Y Capital", "src": "https://techcrunch.com/2020/11/16/pingcap-the-open-source-developer-behind-tidb-closes-270-million-series-d" }, { "date": "2021-07", "round": "新一轮（金额未披露）", "amount": "未披露", "lead": "红杉中国、GIC、Future Capital", "post": "$3B+（报道）", "src": "https://kr-asia.com/database-services-provider-pingcaps-valuation-surpasses-usd-3-billion-after-financing-led-by-sequoia-capital-and-gic" } ], "key_data": [ { "k": "AI agent 在 TiDB Cloud Starter 上创建的数据库实例（6 个月）", "v": "近 300 万", "date": "2026-10", "src": "https://www.globenewswire.com/fr/news-release/2026/10/15/3381888/0/en/tidb-expands-cloud-platform-to-support-enterprise-and-ai-applications-on-one-data-foundation.html" }, { "k": "每天新建集群中由 AI agent 创建的比例", "v": "超过 90%", "date": "2026-03", "src": "https://www.infoq.cn/article/9OKvpT7uHXxYJBkKYyrf" }, { "k": "Manus 在 TiDB Cloud 上的集群数", "v": "150 万+", "date": "2026-10", "src": "https://www.globenewswire.com/fr/news-release/2026/10/15/3381888/0/en/tidb-expands-cloud-platform-to-support-enterprise-and-ai-applications-on-one-data-foundation.html" }, { "k": "Kimi（月之暗面）编码 agent 使用的持久文件系统数", "v": "100 万+", "date": "2026-10", "src": "https://www.globenewswire.com/fr/news-release/2026/10/15/3381888/0/en/tidb-expands-cloud-platform-to-support-enterprise-and-ai-applications-on-one-data-foundation.html" }, { "k": "Atlassian Forge SQL 合并集群", "v": "750+ 个 Postgres 集群并成 16 个 TiDB 集群，承载 300 万+ 张表", "date": "2026-10", "src": "https://www.globenewswire.com/fr/news-release/2026/10/15/3381888/0/en/tidb-expands-cloud-platform-to-support-enterprise-and-ai-applications-on-one-data-foundation.html" }, { "k": "单次部署支持的隔离租户应用", "v": "数千万", "date": "2026-08", "src": "https://www.pingcap.com/press-release/kimi-ai-selects-tidb-ai-agent-infrastructure/" }, { "k": "2024 年营收增速", "v": "同比约 +100%", "date": "2024", "src": "https://pingkai.cn/tidbcommunity/blog/fb6d42af" } ], "customers": [ "Manus", "Moonshot AI（Kimi）", "Atlassian", "Pinterest" ], "chinese_team": { "lv": "founder", "who": "刘奇（Max Liu）· 联合创始人兼 CEO；黄东旭（Ed Huang）· 联合创始人兼 CTO", "why": "三位创始人刘奇、黄东旭、崔秋 2015 年在北京创立 PingCAP；刘奇曾任豌豆荚、京东资深架构师，黄东旭东北大学毕业、曾任职微软亚洲研究院、网易有道、豌豆荚（网易科技、百度百科）", "src": "http://www.163.com/tech/article/D3A7LOE30009987Q.html", "by": "", "o": "cn" }, "note": "agent 建库比例有两种口径：InfoQ 文章与活动页说每天新建集群超 90% 由 agent 创建；SCaiLE 2026 现场与 LinkedIn 帖子说 6 个月内 300 万+ 实例中超 99% 由 agent 创建，新闻稿只写「近 300 万」。收入从未官方披露，第三方估算（如 Latka 2024 年 $13.1M）与其他口径相差很大，未采用。2021 年那一轮金额未披露，有报道称投后估值超 $3B，百度百科称其为 E 轮。公司总部在美国 Sunnyvale，但起家于北京，三位创始人均为中国人，国内实体为平凯星辰；如按「不收中国大陆公司」规则需要你判断是否保留。 收入绝对值未公开；Gartner 页面写年收入 $50M–$250M（区间）。" }, { "name": "Hyperbolic", "group": "r4", "url": "https://hyperbolic.ai", "hq": "旧金山", "founded": 2022, "desc": "GPU 租用市场加开源模型推理 API，按需给开发者和 agent 应用供算力", "total_raised": "累计融资约 $20M（含 $725K 前种子）", "funding": [ { "date": "2024-06", "round": "种子轮", "amount": "$7M", "lead": "Polychain Capital、Lightspeed Faction", "src": "https://www.theblock.co/post/330166/variant-and-polychain-capital-lead-12-million-series-a-for-web3-ai-firm-hyperbolic" }, { "date": "2024-12", "round": "A 轮", "amount": "$12M", "lead": "Variant、Polychain Capital", "src": "https://www.theblock.co/post/330166/variant-and-polychain-capital-lead-12-million-series-a-for-web3-ai-firm-hyperbolic" } ], "key_data": [], "chinese_team": { "lv": "founder", "o": "cn", "who": "Jasper（Yue）Zhang· 联合创始人兼 CEO", "why": "北京大学数学本科、伯克利数学博士，中国数学奥林匹克金牌得主", "src": "https://cn.rootdata.com/member/Jasper%20Zhang?k=MTkyNjU%3D" }, "note": "早期带 Web3 / 去中心化 GPU 市场叙事。第三方数据库对 A 轮估值说法不一，未写入。2026-06 报道称贾扬清出任其顾问。" }, { "name": "Lepton AI", "group": "r4", "url": "https://www.lepton.ai", "founded": 2023, "desc": "贾扬清创办的 AI 应用云平台，帮开发者在 GPU 上部署和跑推理，现并入 NVIDIA DGX Cloud Lepton", "valuation": { "v": "~$700M", "date": "2025-04", "kind": "收购价，媒体爆料（SemiAnalysis），官方只说数亿美元", "src": "https://www.itsdw.cn/news/11936.html" }, "total_raised": "累计融资约 $11M", "funding": [ { "date": "2023-05", "round": "天使轮", "amount": "$11M", "lead": "红杉中国、Fusion Fund、CRV 参投", "src": "https://news.futunn.com/post/75373003?level=1&data_ticket=1783300074619458" } ], "key_data": [], "owner": "被 NVIDIA 收购，2025-04，约 $700M（媒体爆料）", "chinese_team": { "lv": "founder", "o": "cn", "who": "贾扬清（Yangqing Jia）· 创始人兼 CEO", "why": "浙江绍兴人，清华大学本硕、伯克利博士，曾任阿里巴巴技术副总裁", "src": "https://stcn.com/article/detail/1614462.html" }, "note": "收购后原平台停止独立运营，整合为 DGX Cloud Lepton；2026-06 媒体报道贾扬清已离开 NVIDIA，NVIDIA 与本人未正式回应。" }, { "name": "GMI Cloud", "group": "r4", "url": "https://www.gmicloud.ai", "hq": "Mountain View（加州）", "founded": 2021, "desc": "英伟达合作的 GPU 云和推理平台，给模型公司和 AI 应用租算力、跑推理", "revenue": { "v": "$600M+", "date": "2026-09", "kind": "合同年化收入（签约 ARR），公司自报，非已实现收入", "src": "https://thenextweb.com/news/gmi-cloud-668m-series-b-nvidia-archiv-ctbc" }, "total_raised": "股权约 $240M+，另有债务 / 授信约 $510M+", "funding": [ { "date": "2024-10", "round": "A 轮", "amount": "$82M", "lead": "Headline Asia（其中股权 $15M、债务 $67M）", "src": "https://techcrunch.com/2024/10/29/gmi-cloud-secures-82m-in-series-a-for-its-gpu-cloud-infrastructure" }, { "date": "2026-09", "round": "B 轮", "amount": "$223M", "lead": "ARCHIV，NVIDIA 参投；另有 CTBC 牵头 $445M 授信", "src": "https://www.datacenterdynamics.com/en/news/gmi-cloud-raises-668m-in-funding/" } ], "key_data": [ { "k": "每周推理 token", "v": "约 4 万亿", "date": "2026-09", "src": "https://thenextweb.com/news/gmi-cloud-668m-series-b-nvidia-archiv-ctbc" } ], "customers": [ "Fireworks", "Higgsfield", "Nous Research", "OpenRouter", "Reflection", "Cartesia", "Trend Micro", "Utopai Studios" ], "chinese_team": { "lv": "founder", "o": "tw", "who": "葉威延（Alex Yeh）· 创始人兼 CEO", "why": "台湾连续创业者、半导体二代，在台建 AI 工厂（钜亨网报道）", "src": "http://gfemobile.cnyes.com/news/id/6631931" }, "note": "2021 年以比特币挖矿数据中心起家，2023 年转 AI（首尔经济日报采访）；也有报道写 2022 年创立。B 轮未披露估值。" }, { "name": "Nexa AI", "group": "r3", "url": "https://nexa.ai", "hq": "Cupertino（加州）", "founded": 2023, "desc": "端侧推理 SDK，让模型和 agent 直接在手机、PC 的 NPU 上本地运行", "total_raised": "累计融资 $10M+（媒体称超千万美元种子轮）", "funding": [ { "date": "2024-08", "round": "种子轮", "amount": "$10M+", "lead": "Fusion Fund", "src": "https://36kr.com/p/2923770170907526" } ], "key_data": [ { "k": "NexaSDK GitHub Star", "v": "8K+", "date": "2026-07", "src": "https://www.linkedin.com/company/nexa-ai/" } ], "owner": "被 Qualcomm 收购，2026-03 团队并入、2026-07 公开，金额未披露", "chinese_team": { "lv": "founder", "o": "cn", "who": "陈伟（Alex Chen）· 联合创始人兼 CEO", "why": "同济大学本科、斯坦福博士（NexValley 访谈）", "src": "https://podscan.fm/podcasts/nexvalley-podcast/episodes/cong-si-tan-fu-bo-shi-dao-bei-gao-tong-shou-gounexa-ai-liang-nian-chuang-ye-lualex-chen-wei-shen-du-fang-tan" }, "note": "并入后 Nexa SDK 改为高通 AI Hub 的开源推理运行时 GenieX，只支持高通芯片。种子轮领投方来自 Fusion Fund 合伙人公开帖，金额来自 36氪转载硅星人。" }, { "name": "RadixArk", "group": "r3", "url": "https://radixark.com", "hq": "Palo Alto", "founded": 2025, "desc": "SGLang 推理引擎的商业公司，给模型团队提供托管推理、微调和强化学习平台", "valuation": { "v": "$400M", "date": "2026-05", "kind": "投后", "src": "https://pulse2.com/radixark-launches-with-100-million-in-seed-funding-to-democratize-frontier-ai-infrastructure/" }, "total_raised": "累计融资 $100M", "funding": [ { "date": "2026-05", "round": "种子轮", "amount": "$100M", "lead": "Accel（Spark Capital 联合领投）", "post": "$400M 投后", "src": "https://pulse2.com/radixark-launches-with-100-million-in-seed-funding-to-democratize-frontier-ai-infrastructure/" } ], "key_data": [ { "k": "SGLang GitHub star", "v": "37,442", "date": "2026-10", "src": "https://github.com/sgl-project/sglang" }, { "k": "SGLang 部署 GPU 数", "v": "超 40 万张", "date": "2026-05", "src": "https://www.sina.cn/news/detail/5296676899130476.html" } ], "customers": [ "Google", "Microsoft", "NVIDIA", "Oracle", "AMD", "xAI" ], "chinese_team": { "lv": "founder", "o": "cn", "who": "盛颖（Ying Sheng）· 联合创始人兼 CEO", "why": "上海交大 ACM 班本科，后读哥大硕士、斯坦福博士，曾任 xAI 推理负责人（36氪/硅谷101 专访）", "src": "https://eu.36kr.com/zh/p/3926152549029761" }, "note": "客户名单是 SGLang 开源引擎的使用方，不一定是 RadixArk 付费客户；TechCrunch 2026-01 先报 $400M 估值，5 月正式官宣 $100M 种子轮；总部各资料有 Palo Alto / Redwood City 两种写法" }, { "name": "Inferact", "group": "r3", "url": "https://inferact.ai", "hq": "San Francisco", "founded": 2025, "desc": "vLLM 推理引擎的商业公司，计划推出托管的 serverless vLLM 推理服务", "valuation": { "v": "$800M", "date": "2026-01", "kind": "报道", "src": "https://techcrunch.com/2026/01/22/inference-startup-inferact-lands-150m-to-commercialize-vllm/" }, "total_raised": "累计融资 $150M", "funding": [ { "date": "2026-01", "round": "种子轮", "amount": "$150M", "lead": "Andreessen Horowitz、Lightspeed", "post": "$800M", "src": "https://techcrunch.com/2026/01/22/inference-startup-inferact-lands-150m-to-commercialize-vllm/" } ], "key_data": [ { "k": "vLLM GitHub star", "v": "94,145", "date": "2026-10", "src": "https://github.com/vllm-project/vllm" } ], "chinese_team": { "lv": "cofounder", "o": "cn", "who": "游凯超（Kaichao You）· 联合创始人兼首席科学家", "why": "清华大学本科和博士，清华特奖得主，vLLM 核心维护者", "src": "https://www.x-techcon.com/article/179889.html" }, "note": "四位联创：CEO Simon Mo、CTO Woosuk Kwon、首席科学家游凯超、Roger Wang；Ion Stoica 等为顾问。Simon Mo、Zhuohan Li 未找到明确的中国背景公开出处，未计入" }, { "name": "Tensormesh", "group": "r3", "url": "https://www.tensormesh.ai", "hq": "San Francisco", "founded": 2025, "desc": "基于开源 LMCache 的 KV 缓存加速推理平台，帮企业降低推理延迟和 GPU 成本", "total_raised": "累计融资 $24.5M", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$4.5M", "lead": "Laude Ventures", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2025-10-23-tensormesh-emerges-from-stealth-to-slash-ai-inference-costs-and-latency-by-up-to-10x" }, { "date": "2026-05", "round": "种子轮扩展", "amount": "$20M", "lead": "Valley Capital Partners（AMD Ventures、CoreWeave、NVentures 跟投）", "src": "https://pulse2.com/tensormesh-20-million-raised-to-scale-kv-caching-infrastructure-for-enterprise-ai-inference/" } ], "key_data": [ { "k": "LMCache GitHub star", "v": "12,116", "date": "2026-10", "src": "https://github.com/LMCache/LMCache" } ], "chinese_team": { "lv": "founder", "o": "cn", "who": "Junchen Jiang · 联合创始人兼 CEO", "why": "清华姚班本科、CMU 博士、芝加哥大学教授，LMCache 共同作者（Startup Universe 介绍）", "src": "https://www.linkedin.com/posts/startupuniverse-ai_the-ai-industry-keeps-betting-on-bigger-models-activity-7485725372374728704-a5tw" }, "note": "$20M 一轮公司口径是种子轮扩展，Preqin 记为种子轮；领投方据 AMD Ventures 公开帖为 Valley Capital Partners。CEO 中文名未找到可靠出处，只写英文名" }, { "name": "Voyage AI", "group": "c4", "url": "https://www.voyageai.com", "hq": "Palo Alto", "founded": 2023, "desc": "做 embedding 和 rerank 模型，给 RAG 和 agent 检索用，现为 MongoDB 产品线", "total_raised": "累计融资 $28M", "funding": [ { "date": "2024-10", "round": "A 轮", "amount": "$20M", "lead": "CRV", "src": "https://finder.techleap.nl/news/feed/voyage-ai-raises-20m-series-a" } ], "key_data": [ { "k": "收购价", "v": "约 $220M", "date": "2025-02", "src": "https://seekingalpha.com/news/4412466-mongodb-acquires-voyage-ai-for-220m-to-boost-ai-search" } ], "customers": [ "Anthropic", "LangChain", "Harvey", "Replit" ], "owner": "被 MongoDB 收购，2025-02，约 $220M（现金加股票）", "chinese_team": { "lv": "founder", "o": "cn", "who": "马腾宇（Tengyu Ma）· 创始人兼 CEO", "why": "清华姚班 2012 届校友，斯坦福助理教授（量子位等报道）", "src": "https://m.thepaper.cn/newsDetail_forward_30271711" }, "note": "客户名单来自 MongoDB 收购公告；收购后马腾宇任 MongoDB 首席 AI 科学家，模型继续以 Voyage 品牌发布" }, { "name": "Zilliz", "group": "c3", "url": "https://zilliz.com", "hq": "Redwood City", "founded": 2017, "desc": "开源向量数据库 Milvus 的开发商，卖托管版 Zilliz Cloud 给做 RAG / agent 的企业", "valuation": { "v": "$600M", "date": "2022-08", "kind": "报道", "src": "https://w.geekpark.net/news/318834" }, "total_raised": "累计融资 $113M", "funding": [ { "date": "2020-11", "round": "B 轮", "amount": "$43M", "lead": "高瓴创投", "src": "https://baike.baidu.com/item/ZILLIZ/23594909" }, { "date": "2022-08", "round": "B+ 轮", "amount": "$60M", "lead": "Prosperity7 Ventures", "src": "https://www.businesswire.com/news/home/20220824005057/en/Vector-Database-Company-Zilliz-Raises-%2460-Million-Series-B-Extension-to-Expand-Its-Operations-in-Silicon-Valley" } ], "key_data": [ { "k": "Milvus GitHub star", "v": "46,434", "date": "2026-10", "src": "https://github.com/milvus-io/milvus" }, { "k": "企业部署数", "v": "10,000+", "date": "2026-04", "src": "https://tools.prnewswire.com/en-us/live/20813/release/20260422EN40816" }, { "k": "海外营收占比", "v": ">50%", "date": "2026-06", "src": "https://zilliverse.feishu.cn/wiki/UceDwcwKriDPZBkq1brcyrd9nmd" } ], "customers": [ "NVIDIA", "Salesforce", "DoorDash", "AT&T", "Walmart", "OpenEvidence" ], "chinese_team": { "lv": "founder", "o": "cn", "who": "星爵（谢超，Charles Xie）· 创始人兼 CEO", "why": "华中科技大学本科，曾在 Oracle 美国总部做数据库核心研发，2017 年回国创立 Zilliz（动点科技报道）", "src": "https://cn.technode.com/post/2020-01-20/zilliz-cb-2020/" }, "note": "2017 年在上海成立，现总部在美国 Redwood City（官网），上海、纽约、伦敦等地有办公室；海外营收占比来自公司对外媒体资料包；累计融资 $113M 为官网口径" }, { "name": "OctoAI", "group": "r2", "url": "https://octo.ai", "hq": "Seattle", "founded": 2019, "desc": "原 OctoML，做模型推理和部署平台，已被 NVIDIA 收购并关停商用服务", "total_raised": "累计融资约 $132M", "funding": [ { "date": "2021-11", "round": "C 轮", "amount": "$85M", "lead": "Tiger Global", "src": "https://www.aol.com/news/nvidia-continues-acquisition-streak-octoai-165059175.html" } ], "key_data": [ { "k": "收购价（媒体估算）", "v": "约 $165M，含债务等或超 $250M", "date": "2024-09", "src": "https://www.geekwire.com/2024/chip-giant-nvidia-acquires-octoai-a-seattle-startup-that-helps-companies-run-ai-models/" } ], "owner": "被 NVIDIA 收购，2024-09，金额未公布（媒体报约 $165M）", "chinese_team": { "lv": "cofounder", "o": "cn", "who": "陈天奇（Tianqi Chen）· 联合创始人兼 CTO", "why": "上海交大 ACM 班本科和硕士，华盛顿大学博士，XGBoost / TVM 作者（交大硅谷校友会介绍）", "src": "https://sjtu-sv.org/%e3%80%90%e5%88%9b%e6%8a%95%e6%b2%99%e9%be%99%e3%80%91%e5%af%b9%e8%af%9d%e4%ba%a4%e5%a4%a7-ai-%e9%a2%86%e5%86%9b%e4%ba%ba%e7%89%a9-%e9%99%88%e5%a4%a9%e5%a5%87/" }, "note": "商用云服务已于 2024-10-31 停止；累计融资有 $130M / $132M 两种口径；CEO Luis Ceze 加入 NVIDIA；官网已不再提供服务" }, { "name": "Dify", "group": "k1", "url": "https://dify.ai", "hq": "门洛帕克", "founded": 2023, "desc": "开源 LLM 应用与 Agent 工作流平台，企业可自部署搭建、运行 AI 应用", "valuation": { "v": "$180M", "date": "2026-03", "kind": "公司自报（Pre-A 轮估值）", "src": "https://www.businesswire.com/news/home/20260309511426/en/" }, "total_raised": "累计融资 $30M+（2026 年 3 月 Pre-A 之前的轮次口径不一）", "funding": [ { "date": "2026-03", "round": "Pre-A 轮", "amount": "$30M", "lead": "HSG（红杉中国）", "post": "$180M 估值", "src": "https://www.businesswire.com/news/home/20260309511426/en/" } ], "key_data": [ { "k": "GitHub star", "v": "158,909", "date": "2026-10", "src": "https://github.com/langgenius/dify" }, { "k": "全球部署实例", "v": "140 万+", "date": "2026-03", "src": "https://en.theblockbeats.news/flash/335289" }, { "k": "企业客户数", "v": "280+", "date": "2026-02", "src": "https://www.forbesargentina.com/negocios/fundo-su-startup-ia-china-recaudo-us-30-millones-ahora-expande-silicon-valley-n86713" }, { "k": "员工数", "v": "约 100", "date": "2026-02", "src": "https://www.forbesargentina.com/negocios/fundo-su-startup-ia-china-recaudo-us-30-millones-ahora-expande-silicon-valley-n86713" } ], "customers": [ "Volvo", "Thermo Fisher Scientific", "Novartis" ], "chinese_team": { "lv": "founder", "o": "cn", "who": "张路宇（Luyu Zhang）· 创始人兼 CEO", "why": "在中国创办 Dify，2025 年从中国迁居美国扩张（Forbes 报道）", "src": "https://www.forbes.com/sites/annatong/2026/02/24/this-middle-school-dropout-built-his-ai-startup-in-china-now-hes-scaling-it-in-silicon-valley/" }, "note": "公司实体 LangGenius, Inc. 注册在美国，CEO 2025 年迁居湾区，门洛帕克为对外总部；国内另有苏州语灵人工智能科技，约 60 人核心开源工程团队仍在中国。Forbes 称公司已盈利但未披露收入。个别媒体把估值误写为 $1.8B，正确为 $180M。" }, { "name": "All Hands AI", "group": "h1", "url": "https://openhands.dev", "hq": "波士顿", "founded": 2024, "desc": "开源编程 Agent OpenHands 背后的公司，卖云托管和企业版给开发团队", "total_raised": "累计融资 $23.8M", "funding": [ { "date": "2024-09", "round": "种子轮", "amount": "$5M", "lead": "Menlo Ventures", "src": "https://techcrunch.com/2024/09/05/all-hands-ai-raises-5m-to-build-open-source-agents-for-developers" }, { "date": "2025-11", "round": "A 轮", "amount": "$18.8M", "lead": "Madrona", "src": "https://www.sohu.com/a/956306585_122063396" } ], "key_data": [ { "k": "GitHub star（OpenHands）", "v": "91,292", "date": "2026-10", "src": "https://github.com/OpenHands/OpenHands" } ], "chinese_team": { "lv": "cofounder", "o": "cn", "who": "王星尧（Xingyao Wang）· 联合创始人", "why": "1999 年生于福建，曾被天津大学录取，后转学密歇根大学、UIUC 读博（Z Potentials 专访）", "src": "https://view.inews.qq.com/k/20250106A03VQ900" }, "note": "公司已对外改用 OpenHands 品牌（官网 openhands.dev）。A 轮金额来自 The Information 独家报道的中文转述。" }, { "name": "CAMEL-AI / Eigent", "group": "k1", "url": "https://www.camel-ai.org", "hq": "伦敦", "founded": 2023, "desc": "开源多智能体框架 CAMEL 和桌面多 Agent 平台 Eigent，面向开发者与企业", "total_raised": null, "funding": [], "key_data": [ { "k": "GitHub star（camel）", "v": "17,936", "date": "2026-10", "src": "https://github.com/camel-ai/camel" }, { "k": "GitHub star（eigent）", "v": "15,607", "date": "2026-10", "src": "https://github.com/eigent-ai/eigent" }, { "k": "PyPI 月下载（camel-ai）", "v": "42,975", "date": "2026-10", "src": "https://pypistats.org/packages/camel-ai" } ], "chinese_team": { "lv": "founder", "o": "x", "who": "李国豪（Guohao Li）· 创始人兼 CEO", "why": "36氪（转载新智元）称其为华人博士、华人学者；KAUST 博士、牛津博士后，出身未公开", "src": "https://eu.36kr.com/zh/p/3641410176192387" }, "note": "商业实体为英国公司 Eigent AI（EIGENT UK LTD），CAMEL-AI 为开源社区。未查到公开融资，Tracxn 标为未融资。2026 年 1 月 Claude Cowork 发布后将 Eigent 全部开源。" }, { "name": "AG2", "group": "k1", "url": "https://ag2.ai", "founded": 2024, "desc": "AutoGen 原班人马分出的开源多智能体框架，做 Agent 编排与部署", "total_raised": "累计融资 $14.5M（仅 PitchBook 口径）", "funding": [ { "date": "2025", "round": "种子轮", "amount": "$14.5M", "lead": "PSL Ventures", "src": "https://pitchbook.com/profiles/company/1239365-80" } ], "key_data": [ { "k": "PyPI 月下载（ag2）", "v": "164,672", "date": "2026-10", "src": "https://pypistats.org/packages/ag2" }, { "k": "GitHub star（ag2）", "v": "5,006", "date": "2026-10", "src": "https://github.com/ag2ai/ag2" } ], "customers": [ "Nvidia", "JPMorgan", "Walmart", "AT&T" ], "chinese_team": { "lv": "cofounder", "o": "cn", "who": "王驰（Chi Wang）· 联合创始人；吴清云（Qingyun Wu）· 联合创始人兼 CEO", "why": "王驰清华本科、UIUC 博士（UIUC 校友奖介绍）；吴清云中国背景未找到明确出处", "src": "https://siebelschool.illinois.edu/about/awards/alumni-awards/alumni-awards-past-recipients/82052" }, "note": "公司实体由 PSL Ventures 投资（PSL 官网列为 2025 年投资组合，CEO 吴清云）；$14.5M 金额只有 PitchBook 一个来源，未见官方新闻稿。客户名单出自 UIUC 对王驰的介绍，口径为“使用方”。GitHub star 只计 ag2 仓库，不含微软 AutoGen 原仓库。" }, { "name": "MemVerge", "group": "m1", "url": "https://memverge.ai", "hq": "圣何塞", "founded": 2017, "desc": "大内存软件公司，开源 MemMachine 给 Agent 做长期记忆层", "total_raised": "累计融资约 $43.5M", "funding": [ { "date": "2019-04", "round": "A 轮", "amount": "$24.5M", "lead": "高榕资本、北极光创投、Lightspeed 等", "src": "https://pulse2.com/memory-converged-infrastructure-company-memverge-raises-24-5-million/amp/" }, { "date": "2020", "round": "B 轮", "amount": "$19M", "lead": "Intel Capital、Cisco、NetApp、SK hynix", "src": "https://www.storagenewsletter.com/?p=216987" } ], "key_data": [ { "k": "GitHub star（MemMachine）", "v": "3,075", "date": "2026-10", "src": "https://github.com/MemMachine/MemMachine" } ], "chinese_team": { "lv": "founder", "o": "cn", "who": "范承工（Charles Fan）· 联合创始人兼 CEO", "why": "生于浙江江山、在上海读完中小学，高三随母赴美（耀途资本专访）", "src": "https://glory-ventures.com/portal/article/index/cid/18/id/191.html" }, "note": "MemMachine 2025 年 9 月开源，2026 年又推出面向个人的 MemoryBox。2020 年后未见新融资。" }, { "name": "Memories.ai", "group": "m1", "url": "https://memories.ai", "hq": "旧金山", "founded": 2024, "desc": "大型视觉记忆模型，给 AI 和设备做可检索的视频记忆层", "total_raised": "累计融资 $16M", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$8M", "lead": "Susa Ventures", "src": "https://seedcamp.com/views/memories-ai-raises-8m-to-build-human-like-memory-for-ai/" }, { "date": "2026-06", "round": "种子轮追加", "amount": "$8M", "lead": "Susa Ventures", "src": "https://dealroom.co/news/135651-memories-ai-raises-8m-seed-extension-for-visual-memory-ai/" } ], "key_data": [ { "k": "已索引视频时长", "v": "100 万小时+", "date": "2026-10", "src": "https://www.c114.net.cn/ainews/125713.html" } ], "customers": [ "高通（合作伙伴）" ], "chinese_team": { "lv": "founder", "o": "x", "who": "沈俊潇（Shawn Shen）· 联合创始人兼 CEO", "why": "36氪（转载智东西）称其为华人科学家；14 岁赴英读书、剑桥本硕博，出生地未公开", "src": "https://m.36kr.com/p/3393870134233472" }, "note": "三星 Next 参投种子轮；与高通、英伟达有合作，客户名单未公开。公司官网 About 页写约 $15M A 轮，与媒体种子轮口径不一致。" }, { "name": "Virtue AI", "group": "i4", "url": "https://www.virtueai.com", "hq": "旧金山", "founded": 2024, "desc": "给企业 AI 和 agent 做自动红队测试、运行时护栏与安全治理", "total_raised": "累计公开融资 $30M", "funding": [ { "date": "2025-04", "round": "种子 + A 轮", "amount": "$30M", "lead": "Lightspeed、Walden Catalyst 联合领投", "src": "https://www.businesswire.com/news/home/20250415693312/en/Virtue-AI-Raises-$30-Million-in-Seed-and-Series-A-Funding-to-Bridge-the-Critical-AI-Security-Gap" } ], "key_data": [], "customers": [ "OpenAI", "Anthropic", "NIST" ], "chinese_team": { "lv": "founder", "o": "cn", "who": "李博（Bo Li）· 联合创始人兼 CEO；宋晓冬（Dawn Song）· 联合创始人", "why": "李博 2007–2011 年读同济大学信息安全本科（澎湃转同济官方）；宋晓冬本科毕业于清华大学物理系（机器之心/36氪）", "src": "https://www.thepaper.cn/newsDetail_forward_16739915" }, "note": "2026-06 Meta 超级智能实验室把李博、宋晓冬、Sanmi Koyejo 及核心团队招入（只收团队，不收公司实体和客户合同）；2026-10 Meta 确认与该团队分道扬镳（Axios、Semafor/News18 报道）。公司后续运营状态未公开，客户名单取自 ETHRWorld 报道。" }, { "name": "Klavis AI", "group": "t1", "url": "https://www.klavis.ai", "hq": "旧金山", "founded": 2025, "desc": "托管 MCP 服务器和 Strata 统一工具入口，帮 agent 带鉴权接入上百个 SaaS", "total_raised": "累计融资约 $500K", "funding": [ { "date": "2025-06", "round": "种子轮", "amount": "$500K", "lead": "Y Combinator", "src": "https://tracxn.com/d/companies/klavis-ai/___oLUjPw6-iNaEB0-1mJkBA2Xu__eLDlp3Oo0R8Veifw" } ], "key_data": [ { "k": "GitHub 星标", "v": "5.7K+", "date": "2026-06", "src": "https://rywalker.com/research/klavis-ai" } ], "chinese_team": { "lv": "founder", "o": "cn", "who": "曾祥凯（Xiangkai Zeng）· 联合创始人；Zihao Lin · 联合创始人", "why": "曾祥凯北航计算机本科、CMU 硕士、前 Google DeepMind Gemini 工程师；Zihao Lin 同为北航计算机本科、曾在百度实习（创始人公开简介）", "src": "https://standout.work/companies/05fa891d-d1e4-4195-9a3c-58ff49eea547" }, "note": "YC X25（Spring 2025）。有资料称种子轮还有红杉中国（HSG）参与，金额未公开，仅见二手研究页。YC 主页现写「给 AI 实验室做编码与 agentic 训练数据」，并上线了训练/评测 agent 的沙箱环境，业务可能在向 RL 环境转型，MCP 托管仍在。" }, { "name": "Skyvern", "group": "b1", "url": "https://www.skyvern.com", "hq": "旧金山", "founded": 2023, "desc": "开源浏览器 agent，用视觉大模型自动跑网页表单、下载等流程", "total_raised": "累计融资约 $3M（种子 $2.7M + 2023 年 YC 前期投资）", "funding": [ { "date": "2025-12", "round": "种子轮", "amount": "$2.7M", "src": "https://www.skyvern.com/blog/skyvern-we-raised-2-7m-to-fix-browser-automation-open-source/" } ], "key_data": [ { "k": "Odysseys 浏览器 agent 基准得分（Skyvern 3.0，公司自报）", "v": "90.5%", "date": "2026-09", "src": "https://x.com/Suchintan/status/2105753415070429375" } ], "chinese_team": { "lv": "cofounder", "o": "cn", "who": "郑舒畅（Shuchang Zheng）· 联合创始人兼 CTO", "why": "本科大连理工大学、CMU 硕士，前 Lyft、Patreon 工程师（公开履历）；曾在一亩三分地用中文发帖介绍 Skyvern", "src": "https://www.weekday.works/people/shuchang-zheng-shuchang-zheng-76784958" }, "note": "YC S23。种子轮日期 2025-12-18 取自 Caplight 等数据库；累计融资各数据库口径不一（$0.73M–$5.9M），这里只采公司博客的 $2.7M。" }, { "name": "InsForge", "group": "r5", "url": "https://insforge.dev", "hq": "旧金山", "founded": 2025, "desc": "给编码 agent 用的后端与无服务器云 InstaCloud，agent 自己部署、扩容、管数据库", "total_raised": "累计融资 $8M+", "funding": [ { "date": "2026-09", "round": "种子轮", "amount": "$8M", "src": "https://meet.bnext.com.tw/topic/view/271/article/view/53371" } ], "key_data": [ { "k": "agent 在平台上建的项目数（公司自报）", "v": "5 万+", "date": "2026-09", "src": "https://meet.bnext.com.tw/topic/view/271/article/view/53371" }, { "k": "用户数 / 付费客户", "v": "约 3 万 / 近 300", "date": "2026-10", "src": "https://abmedia.io/8m-fundrasing-insforge-yc-taiwan" } ], "chinese_team": { "lv": "cofounder", "o": "tw", "who": "章耀文（Tony Chang）· 联合创始人兼 CTO", "why": "台湾出身，18 岁赴美读 UIUC 计算机，前 Databricks 网络基础设施工程师（链新闻、动区动趋报道称台湾创办人）", "src": "https://abmedia.io/8m-fundrasing-insforge-yc-taiwan" }, "note": "YC Spring 2026（P26），团队约 6 人；种子轮投资方与估值未公开。早期定位是给 AI 开发者的开源后端（数据库、鉴权、存储），2026-09 推出 InstaCloud 转向 agent 原生云。" }, { "name": "BenchFlow", "group": "e1", "url": "https://benchflow.ai", "hq": "旧金山", "founded": 2024, "desc": "开源标准化的大模型与 agent 评测平台，出 SkillsBench 等基准，卖评测给模型公司", "total_raised": "累计融资 $1M+", "funding": [ { "date": "2025", "round": "种子轮", "amount": "$1M+", "lead": "Jeff Dean、Arash Ferdowsi、Founders Inc.、a16z（Scout）等", "src": "https://sds.cuhk.edu.cn/article/2360" } ], "key_data": [ { "k": "已集成基准数", "v": "60+", "date": "2026-03", "src": "https://sds.cuhk.edu.cn/article/2360" } ], "chinese_team": { "lv": "founder", "o": "cn", "who": "李向一（Xiangyi Li）· 创始人兼 CEO", "why": "香港中文大学（深圳）2023 届计算机本科（学校官方校友专访）", "src": "https://sds.cuhk.edu.cn/article/2360" }, "note": "轮次和日期口径不一：VCBacked 记为 2025-02 Pre-Seed，RL List 记为 2025-01 种子轮，港中深 2026-03 文章称「近日完成超 100 万美元种子轮」；投资方各数据库列得也不一致，这里采学校官方文章。" }, { "name": "AudioLib", "group": "t1", "url": "https://audiolib.ai", "founded": 2026, "desc": "给 app 和 agent 的音乐 API：一个 Key 调 10 万+首原创无版权曲目，「音频版 OpenRouter」", "total_raised": null, "funding": [], "key_data": [ { "k": "曲库", "v": "10 万+首原创曲目（团队创作，无版权谈判）", "date": "2026-10", "src": "https://audiolib.ai" }, { "k": "接入方式", "v": "一个 POST /v1/audio 返回 CDN 音频直链，无需 SDK", "date": "2026-10", "src": "https://audiolib.ai" }, { "k": "定价", "v": "免费档每月 300 次；付费 $2.9/月起；单次调用最低约 $0.0003（媒体介绍）", "date": "2026-08", "src": "https://www.xueai.net/22268.html" }, { "k": "agent 插件", "v": "DeepSeek Harness 插件 dsh-plugin-audiolib：按 agent 会话状态播放环境音乐", "date": "2026-08", "src": "https://www.npmjs.com/package/dsh-plugin-audiolib" }, { "k": "公开案例", "v": "Autoscore（自动给视频配乐）、Typebeat（按打字节奏放音乐）", "date": "2026-10", "src": "https://audiolib.ai" } ], "note": "杨樾与 43Music 团队推出（学AI网介绍）。官网自称 World's First Audio Infra。融资、收入、用量均未公开。 真实应用案例（创始人自述，2026-10，还没有公开出处）：用 AudioLib 接管一家传统电台的播出，这家电台的人员从 40 人减到 4 人。" }, { "name": "Verda", "group": "r4", "url": "https://verda.com", "hq": "赫尔辛基", "founded": 2020, "desc": "欧洲 GPU 云（原 DataCrunch），按需租 GPU 跑训练、推理和 agent", "valuation": { "v": "$1B+", "date": "2026-09", "kind": "B 轮投后（领投方披露）", "src": "https://www.emcap.com/thoughts/our-investment-in-verda-a-full-stack-ai-cloud" }, "revenue": { "v": "$165M", "date": "2026-07", "kind": "年化（领投方 Emergence 披露，较年初约翻倍，现金流为正）", "src": "https://www.emcap.com/thoughts/our-investment-in-verda-a-full-stack-ai-cloud" }, "total_raised": "股权加债务累计超 $450M（公司自报）", "funding": [ { "date": "2026-04", "round": "股权 + 债务", "amount": "$117M", "lead": "Lifeline Ventures（股权部分）", "src": "https://verda.com/blog/100m-revenue-run-rate" }, { "date": "2026-07", "round": "上一轮扩大（北欧投资银行加入，债务）", "amount": "扩至 $155M", "lead": "Nordea、OP、Danske、NIB 等银行", "src": "https://verda.com/blog/nib-funding-155m" }, { "date": "2026-09", "round": "B 轮", "amount": "$189M", "lead": "Emergence Capital", "post": "$1B+ 投后", "src": "https://www.emcap.com/thoughts/our-investment-in-verda-a-full-stack-ai-cloud" } ], "key_data": [ { "k": "年化收入", "v": "$100M（18 个月涨 10 倍）", "date": "2026-06", "src": "https://verda.com/blog/100m-revenue-run-rate" } ], "customers": [ "1X", "Freepik", "ExpressVPN" ], "note": "2025 年由 DataCrunch 改名 Verda。NVIDIA Preferred Partner，芬兰数据中心用 100% 可再生能源。Brex 2026 秋季增速榜第 19 名。" }, { "name": "Vast.ai", "group": "r4", "url": "https://vast.ai", "hq": "洛杉矶", "founded": 2018, "desc": "GPU 租用市场：上千家独立机房挂卡，开发者和 agent 按秒租", "revenue": { "v": "月收入首次过百万美元（一年涨 13 倍）", "date": "2026-02", "kind": "公司自报", "src": "https://vast.ai/article/ramp-brex-fastest-growing-vendor" }, "total_raised": "基本自筹（PitchBook 只列约 $400 万种子）", "funding": [], "key_data": [ { "k": "30 天 GPU 租用次数", "v": "65 万+，3.4 万个付费账户，2,500+ 供给方", "date": "2026-10", "src": "https://vast.ai/article/compute-futures-mark-the-next-step-in-gpu-markets" }, { "k": "市场上的 GPU", "v": "近 2 万张（5,000 台机器、1,000+ 机房）", "date": "2026-03", "src": "https://vast.ai/article/ramp-brex-fastest-growing-vendor" }, { "k": "Brex 增速最快软件供应商", "v": "2025 年榜第 11 名；Ramp 2026-03 归为「Agent hosting」", "date": "2026-03", "src": "https://vast.ai/article/ramp-brex-fastest-growing-vendor" }, { "k": "种子轮（聚合站）", "v": "约 $4M", "date": "", "src": "https://pitchbook.com/profiles/company/531153-01" } ], "note": "融资没到收录线，破例收录：自筹、盈利，但收入一年涨 13 倍，连续上 Brex、Ramp 的增速榜。别和存储公司 VAST Data 混淆。" }, { "name": "Vultr", "group": "r4", "url": "https://www.vultr.com", "hq": "西棕榈滩（佛罗里达）", "founded": 2014, "desc": "独立云厂商，按小时租 GPU、裸金属和云主机，主打比三大云便宜", "valuation": { "v": "$3.5B", "date": "2024-12", "kind": "成长轮估值（公司公告）", "src": "https://www.businesswire.com/news/home/20241218657527/en/" }, "total_raised": "股权 $333M，另有 2025 年约 $329M 信贷（媒体报道）；此前自筹十年", "funding": [ { "date": "2024-12", "round": "成长轮（首轮外部股权）", "amount": "$333M", "lead": "LuminArx Capital、AMD Ventures", "post": "$3.5B", "src": "https://www.businesswire.com/news/home/20241218657527/en/" } ], "key_data": [ { "k": "数据中心区域", "v": "32 个，覆盖 6 大洲", "date": "2024-12", "src": "https://www.businesswire.com/news/home/20241218657527/en/" }, { "k": "H100 裸金属价格", "v": "约 $2.99 / 卡 / 小时（公司称比三大云便宜 50–90%）", "date": "2026-04", "src": "https://www.ettayeb.fr/en/cloud/vultr-gpu-cloud-alternative-hyperscalers/" } ], "note": "Brex 2026 夏季增速榜第 16 名（Brex 标为「给 AI 开发者的基础设施」）。" }, { "name": "Thinking Machines Lab（Tinker）", "group": "r2", "url": "https://thinkingmachines.ai", "hq": "旧金山", "founded": 2025, "desc": "Mira Murati 创办的 AI 实验室；Tinker 是托管微调 API，不碰 GPU 就能用自有数据调开源模型", "valuation": { "v": "$40B", "date": "2026-09", "kind": "在谈（The Information 报道：Accel 洽谈领投 $1B，投前至少 $40B）", "src": "https://dealroom.co/news/148714-thinking-machines-lab-in-talks-for-1b-series-a-at-40b-valuation/" }, "revenue": { "v": "$100M+", "date": "2026-09", "kind": "年化（The Information 报道，主要来自 Tinker）", "src": "https://www.zhiding.cn/ai/2026/0904/3198429.shtml" }, "total_raised": "累计约 $2B（种子轮）", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$2B", "lead": "Andreessen Horowitz", "post": "$12B", "src": "https://www.zhiding.cn/ai/2026/0904/3198429.shtml" } ], "key_data": [ { "k": "Brex 2026 夏季增速榜", "v": "第 4 名（Brex 标为「给 AI 开发者的基础设施」）", "date": "2026-08", "src": "https://www.brex.com/journal/brex-benchmark-articles/top-25-fastest-growing-startups-of-summer-2026" } ], "note": "收录的是 Tinker 这条产品线：Brex 把它归为开放模型算力栈里最新的一层（托管微调）。公司也发开放权重模型 Inkling，接在 Tinker 上按用量收费。" }, { "name": "Telnyx", "group": "v1", "url": "https://telnyx.com", "hq": "奥斯汀", "founded": 2009, "desc": "自有运营商网络的通信云：电话、短信、语音 agent、边缘推理一站式", "total_raised": null, "funding": [], "key_data": [ { "k": "Edge Compute（agent 运行时）上线", "v": "agent 代码、推理、语音和通话跑在同一套自有基础设施上", "date": "2026-08", "src": "https://www.globenewswire.com/de/news-release/2026/08/03/3337793/0/en/Telnyx-Launches-Edge-Compute-to-Complete-the-Real-Time-AI-Stack.html" }, { "k": "LiveKit on Telnyx", "v": "托管 LiveKit 语音 agent，STT/TTS 比 LiveKit Cloud 便宜约 50%（公司称）", "date": "2026-04", "src": "https://www.tmcnet.com/usubmit/-telnyx-launches-livekit-telnyx-deploying-voice-ai-agents-/2026/04/06/10359796.htm" }, { "k": "自有 GPU 推理 + 语音", "v": "自建 GPU 跑开源模型，1,400+ 种 TTS 声音", "date": "2026-08", "src": "https://telnyx.com/resources/edge-compute-agent-runtime" } ], "note": "融资没到收录线，破例收录：基本自筹，聚合站只记到约 $200 万早期融资，收入各家估算差很多（$1,600 万到 $5 亿），不写。上 Brex 2026 春季增速榜。" }, { "name": "ElevenLabs", "group": "v1", "url": "https://elevenlabs.io", "hq": "伦敦 / 纽约", "founded": 2022, "desc": "语音模型公司，卖 TTS/STT API 和 ElevenAgents 语音 agent 平台", "valuation": { "v": "$22B", "date": "2026-09", "kind": "员工老股转让估值（公司公告）", "src": "https://elevenlabs.io/nl/blog/tender-22bn" }, "revenue": { "v": "$330M+", "date": "2025-12", "kind": "ARR（公司自报，2025 年底）", "src": "https://elevenlabs.io/blog/series-d" }, "total_raised": null, "funding": [ { "date": "2026-02", "round": "D 轮", "amount": "$500M", "lead": "Sequoia Capital", "post": "$11B", "src": "https://elevenlabs.io/blog/series-d" }, { "date": "2026-09", "round": "员工老股转让", "amount": "$300M", "lead": "Wellington、T. Rowe Price", "post": "$22B", "src": "https://elevenlabs.io/nl/blog/tender-22bn" } ], "key_data": [ { "k": "ElevenAgents 每周对话", "v": "1,500 万+（2 月以来涨 3 倍，ElevenAgents ARR 也涨 3 倍多）", "date": "2026-09", "src": "https://elevenlabs.io/nl/blog/tender-22bn" }, { "k": "企业收入占比", "v": "55%", "date": "2026-09", "src": "https://elevenlabs.io/nl/blog/tender-22bn" } ], "customers": [ "Stripe", "Deutsche Telekom", "Revolut", "Square" ], "note": "上 Brex 2026 春季增速榜。收入只写公司公布的 2025 年底数字；CEO 在 2026-09 接受 TechCrunch 采访时说 ARR 约 $6 亿。" }, { "name": "Tailscale（Aperture）", "group": "w1", "url": "https://tailscale.com", "hq": "多伦多", "founded": 2019, "desc": "Tailscale 的 AI 网关：模型密钥集中托管，按人和 agent 身份路由、记账、加护栏", "total_raised": null, "funding": [], "key_data": [ { "k": "Aperture 自助开放", "v": "免排队，集中管理 LLM 密钥、按身份记用量", "date": "2026-03", "src": "https://aiturnpoint.com/tailscale-opens-aperture-ai-gateway" }, { "k": "Aperture 新功能（alpha）", "v": "agent 数据访问代理、聊天界面、沙箱支持", "date": "2026-06", "src": "https://tailscale.com/blog/ai-without-lock-in" } ], "product_line_of": "Tailscale", "note": "Tailscale 本身做零信任组网（WireGuard），Aperture 是它给 AI 和 agent 用的网关产品线。上 Brex 2026 夏季增速榜（第 22 名，Brex 未标为 AI 基础设施）。" }, { "name": "Alchemy（Agent Wallets / AgentCard）", "group": "p1", "url": "https://www.alchemy.com", "hq": "旧金山", "founded": 2017, "desc": "区块链开发平台 Alchemy 的 agent 产品：agent 钱包、x402 自助付费、AgentCard 虚拟卡", "total_raised": null, "funding": [], "key_data": [ { "k": "AgentCard 接入 Visa Intelligent Commerce", "v": "agent 拿 Visa 令牌付款，每张卡配专属邮箱和电话号", "date": "2026-06", "src": "https://www.coindesk.com/business/2026/06/18/alchemy-s-ai-driven-identity-and-payment-service-gains-access-to-visa-network" }, { "k": "agent 用 x402 自助买算力和链上数据", "v": "USDC on Base，最低 $1 起充", "date": "2026-02", "src": "https://www.alchemy.com/zh-Hant/blog/ai-agents-can-now-sign-up-for-alchemy" }, { "k": "CLI 内置 agent 钱包", "v": "限时、限权的委托签名，agent 不接触私钥", "date": "2026-05", "src": "https://www.alchemy.com/zh-Hans/blog/how-to-build-onchain-agents" } ], "product_line_of": "Alchemy", "note": "上 Brex 2026 秋季增速榜（第 21 名，榜上唯一的区块链公司）。Alchemy 母公司 2022 年估值 $10.2B，这里只写给 agent 的这条产品线。别和 Alchemy Pay 混淆。" }, { "name": "LiteLLM", "group": "w1", "url": "https://www.litellm.ai", "hq": "旧金山", "founded": 2023, "desc": "开源 LLM 网关：一套 OpenAI 格式接口调 100+ 模型，企业版管权限和用量", "revenue": { "v": "ARR $14M+", "date": "2026-09", "kind": "公司自报（招聘帖，称已盈利、月增 20%）", "src": "https://www.paraform.com/company/litellm/cmtm81pju000f0agmqnleah66" }, "total_raised": "累计约 $1.6M（公司自报种子轮）", "funding": [ { "date": "2023", "round": "种子轮", "amount": "$1.6M", "lead": "Y Combinator、Gravity Fund、Pioneer Fund", "src": "https://www.paraform.com/company/litellm/cmtm81pju000f0agmqnleah66" } ], "key_data": [ { "k": "GitHub 星数", "v": "34K+", "date": "2026-09", "src": "https://www.tealhq.com/job/backend-llm-engineer_7ea1af12f4c4db2272bd1ac1000f382dd363f" } ], "customers": [ "NASA", "Netflix", "Adobe", "Nvidia", "Rocket Money" ], "note": "融资没到收录线，破例收录：6 张别人的图谱都收了它，公司自报已有收入并盈利。ARR 只见于招聘帖，未独立核实。公司名 BerriAI。" }, { "name": "Retell AI", "group": "v1", "url": "https://www.retellai.com", "founded": 2023, "desc": "语音 agent 平台：开发者用 API 搭电话 AI 坐席，按通话分钟计费", "revenue": { "v": "ARR 超 $40M", "date": "2026-01", "kind": "公司自报", "src": "https://www.globenewswire.com/fr/news-release/2026/01/29/3228780/0/en/Upgraded-Retell-AI-Voice-Platform-Enables-Corporate-Call-Centers-to-Deploy-Infinite-AI-Sales-and-Support-Agents-Across-Voice-Chat-Email-and-SMS-Company-Revenue-Now-Exceeds-40M-ARR.html" }, "total_raised": "累计约 $5.1M（创始人自称约 $5M）", "funding": [ { "date": "2024", "round": "种子轮", "amount": "$4.6M", "lead": "Alt Capital（Y Combinator 参投）", "src": "https://www.retellai.com/blog/seed-announcement" } ], "key_data": [ { "k": "ARR（Sacra 估算）", "v": "约 $60M", "date": "2026-04", "src": "https://yespress.io/retell-ai-60m-business-5-cents-a-minute" }, { "k": "Wing Enterprise Tech 30", "v": "入选，榜上融资最少的公司", "date": "2026-04", "src": "https://www.linkedin.com/posts/bingw_retell-ai-just-made-it-into-the-2026-enterprise-activity-7444924465538527233-LgAY" } ], "note": "融资没到收录线，破例收录：只融了约 $5.1M，但公司自报 ARR 超 $4000 万。YC W24。" }, { "name": "OpenRouter", "group": "w1", "url": "https://openrouter.ai", "hq": "纽约", "founded": 2023, "desc": "一个 API 接 400+ 模型的网关，按价格和可用性路由", "valuation": { "v": "~$7.5B", "date": "2026-08", "kind": "报道（收购价，纽约时报；Axios 称 $8B 以上；Stripe 未公布）", "src": "https://siliconangle.com/2026/08/19/stripe-buys-ai-model-router-openrouter-in-reported-7-5b-deal/" }, "revenue": { "v": "$50M+", "date": "2026-05", "kind": "媒体估算（The Information，年化）", "src": "https://api3.cls.cn/share/article/2333172?os=ios&sv=854&app=" }, "total_raised": "累计融资约 $153M（CB Insights 聚合站）；纽约时报称投资人累计投入 $164M", "funding": [ { "date": "2025-06", "round": "A 轮", "amount": "$40M", "lead": "a16z、Menlo Ventures", "post": "约 $547M 投后（PitchBook 估算）", "src": "https://finance.yahoo.com/sectors/technology/articles/openrouter-more-doubles-valuation-1-183301959.html" }, { "date": "2026-05", "round": "B 轮", "amount": "$113M", "lead": "CapitalG", "post": "约 $1.3B 投后（纽约时报）", "src": "https://techcrunch.com/2026/05/26/openrouter-more-than-doubles-valuation-to-1-3b-in-a-year/" } ], "key_data": [ { "k": "每日 token 处理量", "v": "10 万亿+", "date": "2026-08", "src": "https://x.com/alexatallah/status/2090132423287750886" }, { "k": "开发者与企业数", "v": "1,000 万+", "date": "2026-08", "src": "https://x.com/alexatallah/status/2090132423287750886" }, { "k": "接入模型数", "v": "400+ 个模型、80+ 家服务商", "date": "2026-08", "src": "https://stripe.com/newsroom/news/stripe-agrees-to-acquire-openrouter" }, { "k": "每周 token 量", "v": "约 25 万亿", "date": "2026-05", "src": "https://seedtable.com/companies/openrouter/funding-rounds/series-b-2026-05" } ], "customers": [ "NVIDIA", "Zoom", "Lovable" ], "owner": "被 Stripe 收购，2026-08-19 宣布，金额未公布（纽约时报报道约 $7.5B，Axios 报道 $8B 以上）", "note": "价格口径冲突：Stripe 和 OpenRouter 均未公布，纽约时报 $7.5B（创始人约 $1.5B、投资人约 $6B），Axios $8B+ 且以股票为主，Bloomberg 早先报 $7B+。9 月初的报道称尚未交割，10 月未找到交割公告。收入 $50M+ 为 5 月前的年化数，7 月另有聚合站称约 $140M，未找到一手出处故不采用。" }, { "name": "DeepInfra", "group": "r2", "url": "https://deepinfra.com", "hq": "帕洛阿尔托", "founded": 2022, "desc": "自有 GPU 推理云，按 token 卖 200+ 开源模型 API", "revenue": { "v": "$105M", "date": "2026-09", "kind": "公司自报（年化运行率，同比近 14 倍）", "src": "https://www.manilatimes.net/2026/09/29/tmt-newswire/globenewswire/deepinfra-surpasses-100m-arr-triples-token-volume/2435203" }, "total_raised": "累计融资约 $133M（三轮合计）", "funding": [ { "date": "2023-11", "round": "种子轮", "amount": "$8M", "lead": "未披露", "src": "https://multiples.vc/private-comps/deep-infra" }, { "date": "2025-04", "round": "A 轮", "amount": "$18M", "lead": "未披露", "src": "https://deepinfra.com/blog/18m-milestone" }, { "date": "2026-05", "round": "B 轮", "amount": "$107M", "lead": "500 Global、Georges Harik 联合领投", "src": "https://deepinfra.com/blog/deepinfra-series-b" } ], "key_data": [ { "k": "每周 token 处理量", "v": "22 万亿（5 月时约 5 万亿）", "date": "2026-09", "src": "https://www.manilatimes.net/2026/09/29/tmt-newswire/globenewswire/deepinfra-surpasses-100m-arr-triples-token-volume/2435203" }, { "k": "支持模型数", "v": "190+（9 月称 200+）", "date": "2026-05", "src": "https://deepinfra.com/media-center/DeepInfra%20Series%20B%20Media%20FAQ.pdf" } ], "customers": [ "LiveKit", "humans&", "OpenCode" ], "note": "投后估值未找到一手出处，故不写。投资方含 NVIDIA、Samsung Next、Felicis。创始团队来自即时通讯 imo。" }, { "name": "Anyscale", "group": "r2", "url": "https://www.anyscale.com", "hq": "旧金山", "founded": 2019, "desc": "Ray 开源框架背后的公司，托管平台用于大规模训练、推理和数据处理", "valuation": { "v": "~$1.65B", "date": "2026-07", "kind": "报道（收购价，Bloomberg 援引知情人士；公司未公布）", "src": "https://www.reuters.com/business/ai-cloud-provider-nscale-buy-software-startup-anyscale-2026-07-30/" }, "total_raised": "累计融资约 $259M（CB Insights 聚合站）", "funding": [ { "date": "2021-12", "round": "C 轮", "amount": "$100M", "lead": "a16z、Addition 联合领投", "post": "$1B 投后", "src": "https://www.anyscale.com/press/anyscale-secures-100m-series-c-at-1b-valuation-to-radically-simplify-scaling-and-productionizing-ai-applications" } ], "key_data": [ { "k": "团队规模", "v": "约 200 人（美国、欧洲、印度）", "date": "2026-07", "src": "https://www.anyscale.com/press/nscale-acquires-anyscale-enhancing-its-full-stack-ai-cloud-platform" } ], "customers": [ "Coinbase", "Bedrock Robotics", "Runway" ], "owner": "被 Nscale 收购，2026-07-30 宣布，金额未公布（Bloomberg 报道约 $1.65B）", "note": "预计 2026 下半年交割，需监管批准；未找到交割公告。Anyscale 称最近一个季度收入环比增长 70%（Bloomberg 转述，无绝对值）。Ray 已于 2025 年捐给 PyTorch Foundation。现任 CEO 为 Keerti Melkote，联合创始人 Robert Nishihara 此前任 CEO。2022 年 C 轮延续的 $1.38B 估值来自媒体转述，未采用。" }, { "name": "Featherless AI", "group": "r2", "url": "https://featherless.ai", "hq": "旧金山", "founded": 2023, "desc": "无服务器推理平台，一个 API 调用 3 万+ 开源模型，面向开发者与企业", "total_raised": "累计融资约 $25M（聚合站 Parsers VC）", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$5M", "lead": "未披露", "src": "https://parsers.vc/startup/featherless.ai/" }, { "date": "2026-04", "round": "A 轮", "amount": "$20M", "lead": "AMD Ventures、Airbus Ventures 联合领投", "src": "https://featherless.ai/blog/series-a" } ], "key_data": [ { "k": "可调用开源模型数", "v": "3 万+", "date": "2026-05", "src": "https://cfotech.com.au/story/featherless-ai-raises-usd-20-million-to-expand-open-ai" } ], "note": "自称 Hugging Face 增长最快的推理合作方（公司口径，经 CFOtech 转述）。部分媒体称其为新加坡公司，融资报道称旧金山、团队分布在加拿大、欧洲、美国、新加坡、澳大利亚；总部以融资报道的旧金山为准。" }, { "name": "Parasail", "group": "r2", "url": "https://www.parasail.io", "hq": "旧金山", "founded": 2023, "desc": "聚合全球 GPU 的按 token 计费开源模型推理云", "total_raised": "累计融资 $42M", "funding": [ { "date": "2026-04", "round": "A 轮", "amount": "$32M", "lead": "Touring Capital、Kindred Ventures 联合领投", "src": "https://www.tmcnet.com/usubmit/2026/04/15/10365393.htm" } ], "key_data": [ { "k": "日 token 处理量", "v": "5,000 亿", "date": "2026-04", "src": "https://techcrunch.com/2026/04/15/parasail-raises-32m-to-feed-tokenmaxxing-ai-developers/" } ], "note": "CEO Mike Henry 曾在 Groq 负责云业务。其他投资方含 Samsung NEXT、Basis Set。" }, { "name": "Cerebrium", "group": "r2", "url": "https://www.cerebrium.ai", "hq": "纽约（开普敦起家）", "founded": 2021, "desc": "无服务器 GPU 平台，用于部署实时语音、视频等多模态 AI 应用", "total_raised": "累计融资约 $8.5M（种子轮）", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$8.5M", "lead": "Gradient Ventures", "src": "https://cerebrium.ai/blog/cerebrium-raises-8-5m-led-by-gradient-to-scale-the-leading-high-performance-serverless-ai-platform" } ], "key_data": [], "customers": [ "Tavus", "Deepgram" ], "note": "按单轮 ≥$500 万的标准收录，尚无 A 轮。YC W22。联合创始人对 Business Insider 称已有数百万美元级 ARR（无具体数字，故不写 rev）。" }, { "name": "Martian", "group": "w1", "url": "https://withmartian.com", "hq": "旧金山", "founded": 2022, "desc": "LLM 路由器与模型网关，按每个请求选最合适的模型，降成本提质量", "total_raised": "累计融资约 $9M（种子轮，不含 Accenture 未披露金额）", "funding": [ { "date": "2023-11", "round": "种子轮", "amount": "$9M", "lead": "NEA", "src": "https://www.finsmes.com/2024/09/martian-raises-9m-in-funding.html" }, { "date": "2024-09", "round": "战略投资", "amount": "未披露", "lead": "Accenture Ventures", "src": "https://www.nasdaq.com/press-release/accenture-invests-martian-bring-dynamic-routing-of-large-language-queries-and-more" } ], "key_data": [ { "k": "使用公司数", "v": "300+ 家（含 Amazon、Zapier）", "date": "2024-09", "src": "https://www.finsmes.com/2024/09/martian-raises-9m-in-funding.html" } ], "customers": [ "Amazon", "Zapier", "Accenture（战略合作）" ], "note": "按单轮 ≥$500 万的标准收录，无 A 轮。有第三方博客称 2026 年 4-5 月传出估值约 $13 亿，未找到一手报道，故不写 val。" }, { "name": "SambaNova", "group": "r1", "url": "https://sambanova.ai", "hq": "帕洛阿尔托", "founded": 2017, "desc": "自研 RDU 推理芯片，卖机架系统和 SambaCloud 推理云", "valuation": { "v": "$11B", "date": "2026-07", "kind": "投后（F 轮首次交割）", "src": "https://sambanova.ai/press/sambanova-completes-first-close-of-1b-financing-at-11b-valuation" }, "total_raised": null, "funding": [ { "date": "2026-02", "round": "E 轮", "amount": "$350M+", "lead": "Vista Equity Partners、Cambium Capital 领投；Intel 出资 $35M", "src": "https://verdictcontent.globaldata.com/intels-investment-in-sambanova-gets-us-regulatory-clearance/" }, { "date": "2026-07", "round": "F 轮（首次交割）", "amount": "$1B", "lead": "General Atlantic", "post": "$11B 投后", "src": "https://sambanova.ai/press/sambanova-completes-first-close-of-1b-financing-at-11b-valuation" } ], "key_data": [ { "k": "Intel 持股比例", "v": "约 8.2%（计划再投 $15M，约 9%）", "date": "2026-05", "src": "https://www.thestar.com.my/tech/tech-news/2026/05/02/intel039s-sambanova-deal-gets-us-antitrust-clearance" } ], "customers": [ "JPMorganChase" ], "note": "收购传闻状态：2025-12 Bloomberg 报道 Intel 接近以约 $16 亿收购，后未成交；2026-02 改为 Intel 参与 E 轮并建立合作，2026-05 美国反垄断审查通过 Intel 的投资，2026-07 F 轮估值 $110 亿。Intel CEO 陈立武是 SambaNova 执行主席。未找到一手收入数字。E 轮后估值约 $20 亿（卡塔尔投资局表述）。F 轮仅首次交割，后续可能有更多投资人加入。" }, { "name": "Nebius（AI Cloud）", "group": "r4", "url": "https://nebius.com", "hq": "阿姆斯特丹", "founded": 2024, "desc": "上市 AI 云，卖 GPU 集群和 Token Factory 推理平台", "revenue": { "v": "$582M", "date": "2026-06", "kind": "Q2 2026 单季营收（上市公司财报，同比 +454%）", "src": "https://www.nasdaq.com/articles/nebius-surges-34-post-q2-will-40b-backlog-power-further-growth" }, "total_raised": null, "funding": [], "key_data": [ { "k": "年化营收（ARR）", "v": "$30 亿（2026 年 Q1 末 $19 亿）", "date": "2026-06", "src": "https://www.nasdaq.com/articles/nebius-surges-34-post-q2-will-40b-backlog-power-further-growth" }, { "k": "2026 年底 ARR 指引", "v": "$70–90 亿；全年营收指引 $30–34 亿", "date": "2026-08", "src": "https://www.nasdaq.com/articles/nebius-group-q2-earnings-call-highlights" }, { "k": "客户承诺合同额", "v": "约 $400 亿", "date": "2026-08", "src": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094568/tm2622968d1_ex99-2.htm" } ], "customers": [ "Microsoft", "Meta" ], "public": true, "note": "纳斯达克上市（NBIS），2024 年从 Yandex 分拆；rev 为上市公司单季口径，不写估值。2026-02 收购 Tavily（图谱已有 Tavily 卡；彭博报道约 $2.75 亿，据知情人），另收购 Eigen AI、Clarifai。Token Factory 是它面向应用/agent 的推理 API。" }, { "name": "Crusoe", "group": "r4", "url": "https://www.crusoe.ai", "hq": "丹佛", "founded": 2018, "desc": "自建电力和数据中心，卖 GPU 云与托管推理", "valuation": { "v": "$30.9B", "date": "2026-09", "kind": "F 轮投后", "src": "https://qia.qa/en/Newsroom/Pages/QIA-Participates-in-Crusoe%E2%80%99s-%243.9-Billion-Series-F-Funding-Round-to-Support-AI-Infrastructure.aspx" }, "total_raised": null, "funding": [ { "date": "2026-09", "round": "F 轮", "amount": "$39 亿", "lead": "Atreides、Mubadala Capital、Valor Equity", "post": "$309 亿投后", "src": "https://qia.qa/en/Newsroom/Pages/QIA-Participates-in-Crusoe%E2%80%99s-%243.9-Billion-Series-F-Funding-Round-to-Support-AI-Infrastructure.aspx" }, { "date": "2025-10", "round": "E 轮", "amount": "$13.8 亿", "post": "约 $100 亿投后", "src": "https://datafloq.com/crusoe-is-valued-at-30-9-billion-only-1-of-its-6-plus-contracted-gigawatts-is-operating/" } ], "key_data": [ { "k": "合同总额", "v": "超 $1400 亿；总签约容量超 6GW，已运行约 1GW", "date": "2026-09", "src": "https://datafloq.com/crusoe-is-valued-at-30-9-billion-only-1-of-its-6-plus-contracted-gigawatts-is-operating/" }, { "k": "托管推理（Managed Inference）签约 ARR", "v": "超 $1 亿", "date": "2026-09", "src": "https://datafloq.com/crusoe-is-valued-at-30-9-billion-only-1-of-its-6-plus-contracted-gigawatts-is-operating/" }, { "k": "云订单同比", "v": "2026 年至今增长 20 倍以上", "date": "2026-09", "src": "https://datafloq.com/crusoe-is-valued-at-30-9-billion-only-1-of-its-6-plus-contracted-gigawatts-is-operating/" } ], "customers": [ "OpenAI", "Cognition", "Figure", "Perplexity" ], "note": "公司不披露收入；以上数据均为公司自报。Series F 报道为首轮交割，$39 亿为预期总额。" }, { "name": "TensorWave", "group": "r4", "url": "https://tensorwave.com", "hq": "拉斯维加斯", "founded": 2023, "desc": "全 AMD GPU 的 AI 云，租 Instinct 集群替代英伟达", "valuation": { "v": "$1.55B", "date": "2026-06", "kind": "B 轮投后", "src": "https://thenextweb.com/news/tensorwave-350m-series-b-amd-nvidia-rival" }, "total_raised": "累计融资约 $4.93 亿", "funding": [ { "date": "2026-06", "round": "B 轮", "amount": "$3.5 亿", "lead": "AMD Ventures、Magnetar Capital", "post": "$15.5 亿投后", "src": "https://techfundingnews.com/tensorwave-350m-series-b-all-amd-ai-infrastructure/" }, { "date": "2025-05", "round": "A 轮", "amount": "$1 亿", "lead": "AMD Ventures、Magnetar Capital", "src": "https://www.hpcwire.com/aiwire/tag/tensorwave/" }, { "date": "2024-10", "round": "种子（SAFE）", "amount": "$4300 万", "src": "https://techfundingnews.com/tensorwave-350m-series-b-all-amd-ai-infrastructure/" } ], "key_data": [ { "k": "在线 GPU", "v": "8,192 张 MI325X（全 AMD 训练集群）", "date": "2026-06", "src": "https://techfundingnews.com/tensorwave-350m-series-b-all-amd-ai-infrastructure/" }, { "k": "长期数据中心容量", "v": "超 2GW", "date": "2026-06", "src": "https://techfundingnews.com/tensorwave-350m-series-b-all-amd-ai-infrastructure/" } ], "note": "未找到公司自报的收入数字，故不写 rev。" }, { "name": "Prime Intellect", "group": "r4", "url": "https://www.primeintellect.ai", "hq": "旧金山", "founded": 2024, "desc": "聚合分布式算力，加 RL 训练和评测，帮企业训 agent 模型", "valuation": { "v": "$1B", "date": "2026-07", "kind": "A 轮投后", "src": "https://techcrunch.com/2026/07/08/prime-intellect-raises-130m-series-a-to-help-enterprises-build-their-own-ai-agents/" }, "revenue": { "v": "$100M", "date": "2026-07", "kind": "年化（TechCrunch 报道）", "src": "https://techcrunch.com/2026/07/08/prime-intellect-raises-130m-series-a-to-help-enterprises-build-their-own-ai-agents/" }, "total_raised": "累计融资超 $1.5 亿", "funding": [ { "date": "2026-07", "round": "A 轮", "amount": "$1.3 亿", "lead": "Radical Ventures", "post": "$10 亿投后", "src": "https://techcrunch.com/2026/07/08/prime-intellect-raises-130m-series-a-to-help-enterprises-build-their-own-ai-agents/" } ], "key_data": [ { "k": "跨洲训练网络算力利用率", "v": "最高 96%", "date": "2026-07", "src": "https://radical.vc/portfolio/prime-intellect/" } ], "customers": [ "Ramp", "Zapier", "Flapping Airplanes" ], "note": "也属 RL 环境/后训练（含 Environments Hub 与托管 RL 训练）；去中心化算力 + RL 训练。" }, { "name": "Modular", "group": "r3", "url": "https://www.modular.com", "hq": "美国加州", "founded": 2022, "desc": "Mojo 语言和 MAX 推理引擎，一套代码跑多家芯片", "total_raised": null, "funding": [ { "date": "2025-09", "round": "C 轮", "amount": "$2.5 亿", "post": "$19 亿投后（ABI 口径）", "src": "https://www.abiresearch.com/market-research/insight/7788040-qualcomm-announces-modular-acquisition-for?hsLang=en" } ], "key_data": [ { "k": "收购 BentoML", "v": "2026-02 收购；BentoML 被 1 万+ 组织使用，含 50+ 财富 500 强", "date": "2026-02", "src": "https://www.linkedin.com/posts/alpha-intelligence-capital_were-thrilled-to-celebrate-a-major-milestone-activity-7427090300084326401-HOBd" }, { "k": "Qualcomm 收购公告", "v": "向 Modular 股东发行 1920 万股，约 $39 亿", "date": "2026-06", "src": "https://www.bloomberg.com/news/articles/2026-06-24/qualcomm-confirms-buying-modular-to-help-ai-market-push" }, { "k": "交割", "v": "Qualcomm 宣布完成收购", "date": "2026-07", "src": "https://www.thefastmode.com/solution-vendors-m-a/49904-qualcomm-completes-modular-acquisition-to-expand-ai-platform-from-edge-to-cloud" } ], "owner": "被 Qualcomm 收购，2026-06-24 宣布、2026-07 交割，约 $39 亿（全股票）", "note": "$39 亿按 Qualcomm 6 月 23 日收盘价折算；Mojo、MAX、Modular Cloud 品牌保留，BentoML 现随 Modular 归 Qualcomm。C 轮估值各家口径不一，此处为 ABI 口径。" }, { "name": "Ollama", "group": "r3", "url": "https://ollama.com", "hq": "帕洛阿尔托", "founded": 2023, "desc": "本机一条命令跑开源模型的工具，云端可扩到大模型，面向开发者和企业", "total_raised": "累计融资 $8800 万（公司口径）", "funding": [ { "date": "2026-07", "round": "B 轮", "amount": "$6500 万", "lead": "Theory Ventures", "src": "https://techcrunch.com/2026/07/09/popular-open-source-ai-developer-tool-ollama-raises-65m-grows-to-nearly-9m-users/" } ], "key_data": [ { "k": "月活开发者", "v": "890 万+", "date": "2026-07", "src": "https://techcrunch.com/2026/07/09/popular-open-source-ai-developer-tool-ollama-raises-65m-grows-to-nearly-9m-users/" }, { "k": "财富 500 强使用率", "v": "85%（公司口径）", "date": "2026-07", "src": "https://www-pp.afp.com/es/node/3834784" }, { "k": "GitHub 星标", "v": "约 17.6 万", "date": "2026-07", "src": "https://techcrunch.com/2026/07/09/popular-open-source-ai-developer-tool-ollama-raises-65m-grows-to-nearly-9m-users/" } ], "note": "创始人 Jeffrey Morgan、Michael Chiang 此前做 Kitematic（2015 被 Docker 收购）。公司未披露收入、估值。团队约 14 人（媒体报道）。" }, { "name": "FriendliAI", "group": "r2", "url": "https://friendli.ai", "hq": "红木城（首尔设研发）", "founded": 2021, "desc": "高性能 LLM 推理平台，提供专属与无服务器端点，主打压低 GPU 成本", "total_raised": "累计融资约 $2670 万", "funding": [ { "date": "2025-08", "round": "种子扩展轮", "amount": "$2000 万", "lead": "Capstone Partners", "src": "https://friendli.ai/blog/friendliai-raises-20m-in-seed-extension-round" }, { "date": "2021-12", "round": "早期轮", "amount": "~$670 万", "lead": "KB Securities", "src": "https://profiles.crustdata.com/company/friendliai" } ], "key_data": [ { "k": "支持的 Hugging Face 模型数", "v": "43 万+", "date": "2025-08", "src": "https://www.finsmes.com/2025/08/friendliai-closes-20m-seed-extension-funding.html" } ], "customers": [ "LG AI Research（EXAONE 4.0 API）", "Scatter Lab", "Upstage" ], "note": "融资口径以公司博客为准；CB Insights 另列 2026-07 一笔 $2000 万可转债，未见一手出处，不采用。创始人兼 CEO Byung-Gon Chun。" }, { "name": "Hugging Face", "group": "r2", "url": "https://huggingface.co", "hq": "纽约 / 巴黎", "founded": 2016, "desc": "开源模型与数据集中心，另卖 Inference Providers 等推理服务", "revenue": { "v": "$150M", "date": "2026-08", "kind": "年化（媒体报道，较两个月前约 $1 亿）", "src": "https://thenextweb.com/news/hugging-face-nvidia-acquisition-thomas-wolf-interview" }, "total_raised": null, "funding": [ { "date": "2023-08", "round": "D 轮", "amount": "$2.35 亿", "lead": "Salesforce Ventures", "post": "$45 亿投后", "src": "https://thenextweb.com/news/nvidia-hugging-face-13bn-acquisition-talks" } ], "key_data": [ { "k": "开发者数", "v": "1800 万；模型 300 万+；企业客户 20 万", "date": "2026-09", "src": "https://newsable.asianetnews.com:443/markets/jensen-huang-says-12-9b-is-what-it-took-to-close-the-deal-with-hugging-face-and-it-s-worth-every-single-penny-articleshow-h1uamm4" }, { "k": "NVIDIA 收购条款（8-K）", "v": "股东对价约 $119 亿 + 最高约 $10 亿留任股权，预计 2027 上半年交割", "date": "2026-09", "src": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000078/nvda-20260902.htm" } ], "owner": "被 NVIDIA 收购，2026-09-02 签约，约 $129 亿（含约 $119 亿股东对价和最高约 $10 亿留任股权）", "note": "收购条款以 NVIDIA 向美国证监会提交的 8-K 为准；需监管批准，NVIDIA 承诺保持平台开放并继续支持其他芯片。收入为 The Information 报道经 TNW 转引，非公司披露。" }, { "name": "Predibase", "group": "r2", "url": "https://predibase.com", "hq": "旧金山", "founded": 2021, "desc": "企业用的开源小模型微调与托管推理平台，主打 LoRA，已并入 Rubrik", "total_raised": "被收购前累计融资约 $2800 万（SiliconANGLE 报道）", "funding": [], "key_data": [ { "k": "收购宣布与报道金额", "v": "2025-06-25 宣布；CNBC 引知情人称 $1 亿–5 亿", "date": "2025-06", "src": "https://www.cnbc.com/2025/06/25/rubrik-agrees-to-buy-ai-startup-predibase-for-over-100-million.html" }, { "k": "收购完成", "v": "2025-08-12 完成；对价含最多 90% 的 Rubrik 股票", "date": "2025-08", "src": "https://hk.marketscreener.com/news/rubrik-inc-completed-the-acquisition-of-predibase-inc-ce7c51dada81f123" } ], "owner": "被 Rubrik 收购，2025-06-25 宣布、2025-08-12 完成；金额未公布（CNBC 引知情人称 $1 亿–5 亿）", "note": "并入 Rubrik 用于其 agent 与数据安全产品线；被收购时团队约 25 人（CNBC）。金额仅为匿名知情人说法，非公司披露。" }, { "name": "Kong（AI Gateway）", "group": "w1", "url": "https://konghq.com", "hq": "旧金山", "founded": 2017, "desc": "Kong 的 AI 网关，统一路由和治理企业的 LLM 与 agent 流量", "total_raised": "累计融资约 $345M（第三方汇总，Kong 公司口径）", "funding": [ { "date": "2024-11", "round": "E 轮", "amount": "$175M（含二级）", "lead": "Tiger Global，Balderton 共同领投", "post": "$2B 投后", "src": "https://konghq.com/blog/news/kongs-series-e-funding" } ], "key_data": [ { "k": "客户采用 AI Gateway", "v": "欧洲最大家装集团 ADEO（Leroy Merlin 母公司）采用 Kong AI Gateway 做 GenAI 多模型接入", "date": "2026-06", "src": "https://www.atpartners.co.jp/news/2026-06-04-kong-the-ai-connectivity-platform-selected-by-adeo-europe-s-largest-home-improvement-company-for-ai-gateway-to-support-genai-deployment" }, { "k": "客户采用 AI Gateway", "v": "日本 AGC 全公司多 LLM 治理采用 Kong API 管理 + AI Gateway", "date": "2026-05", "src": "https://news.infoseek.co.jp/article/prtimes_000000063_000129151/" } ], "customers": [ "ADEO", "AGC" ], "product_line_of": "Kong", "note": "Kong 是 API 网关公司，融资、估值、收入均为母公司口径；AI Gateway 是其中一条产品线，单线收入未公布。收入来自聚合站 Getlatka，仅作线索。 卡片上不显示收入：$146M（聚合站估算（母公司 Kong 全公司，非 AI Gateway 单线））是 Kong 整家公司的数字。 卡片上不显示估值：$2B（投后（母公司））是 Kong 整家公司的数字。" }, { "name": "TrueFoundry", "group": "w1", "url": "https://www.truefoundry.com", "hq": "旧金山", "founded": 2021, "desc": "企业 AI 网关与控制平面，统一接 LLM、MCP、agent", "total_raised": "累计融资约 $21.3M（Crustdata 汇总）", "funding": [ { "date": "2022-09", "round": "种子轮", "amount": "$2.3M", "lead": "Surge", "src": "https://profiles.crustdata.com/company/truefoundry" }, { "date": "2025-02", "round": "A 轮", "amount": "$19M", "lead": "Intel Capital", "src": "https://www.truefoundry.com/de/blog/announcing-our-19m-series-a-scaling-ai-deployment-with-autonomous-agents-on-autopilot" } ], "key_data": [ { "k": "并购", "v": "2026-06 收购英国 MLOps 公司 Seldon（Seldon Core 开源项目，金额未公布）", "date": "2026-06", "src": "https://siliconangle.com/2026/06/25/truefoundry-acquires-mlops-pioneer-seldon-ai-accelerate-enterprise-agentic-ai/" } ], "customers": [ "Resmed", "Siemens Healthineers", "Automation Anywhere", "Zscaler", "Nvidia" ], "note": "PitchBook 等聚合站对 A 轮日期写法不一（2025-02 / 03），以公司博客为准。收入未公布；聚合站的 $1M 估算不可信，未采用。客户名单来自 Crustdata 抄录的公司介绍。" }, { "name": "Cloudflare（AI Gateway）", "group": "w1", "url": "https://developers.cloudflare.com/ai-gateway/", "hq": "旧金山", "founded": 2009, "desc": "Cloudflare 的 AI 网关：代理模型调用，做缓存、限流和日志", "total_raised": "Cloudflare 为上市公司（NYSE: NET），AI Gateway 是其开发者平台里的产品线", "funding": [], "key_data": [ { "k": "累计代理请求（GA 时）", "v": "5 亿+（2023-09 公测以来）", "date": "2024-05", "src": "https://noise.getoto.net/2024/05/22/ai-gateway-is-generally-available-a-unified-interface-for-managing-and-scaling-your-generative-ai-workloads/" }, { "k": "累计代理请求", "v": "20 亿+", "date": "2024-10", "src": "https://techreport.ngo/ai-ml/billions-and-billions-of-logs-scaling-ai-gateway-with-the-cloudflare-developer-p/" }, { "k": "Cloudflare 内部使用", "v": "2000 万次请求、2410 亿 token，服务 3683 名内部用户", "date": "2026-04", "src": "https://x.com/Cloudflare/status/2046219878349050095" }, { "k": "母公司开发者数", "v": "740 万+（Q2 新增近 200 万）", "date": "2026-08", "src": "https://www.nasdaq.com/articles/cloudflare-q2-earnings-call-highlights" } ], "product_line_of": "Cloudflare", "note": "Cloudflare 已有其他产品线卡，这张只写 AI Gateway 的数据；rev 是母公司整体季度收入，AI Gateway 单线收入未公布。 卡片上不显示收入：$696.1M（母公司单季收入（2026 年 Q2，同比 +36%，非 AI Gateway 单线））是 Cloudflare 整家公司的数字。" }, { "name": "Solo.io（agentgateway）", "group": "w1", "url": "https://www.solo.io", "hq": "马萨诸塞州剑桥", "founded": 2017, "desc": "Solo.io 的开源 agentgateway，管 MCP、A2A 和 LLM 流量", "total_raised": "累计融资约 $175M（公司口径）", "funding": [ { "date": "2021-10", "round": "C 轮", "amount": "$135M", "lead": "Altimeter Capital", "post": "$1B 投后", "src": "https://www.solo.io/company/about-us" } ], "key_data": [ { "k": "开源治理", "v": "agentgateway 2025-08 捐给 Linux Foundation（A2A + MCP 原生）", "date": "2025-08", "src": "https://www.solo.io/blog/solo-contributes-agentgateway-linux-foundation" }, { "k": "自家使用效果", "v": "内部用 agentgateway 做 AI 用量控制，AI 开支降 70%（公司自报）", "date": "2026-04", "src": "https://www.solo.io/blog/how-we-used-our-own-product-to-keep-pace-without-losing-control" } ], "product_line_of": "Solo.io", "note": "融资和估值是 Solo.io 母公司口径，最近一轮在 2021 年；agentgateway 单线收入未公布。 卡片上不显示估值：$1B（投后（母公司，最近一轮））是 Solo.io 整家公司的数字。" }, { "name": "Archestra", "group": "t3", "url": "https://archestra.ai", "hq": "伦敦", "founded": 2024, "desc": "开源 MCP 安全网关，管 agent 访问企业数据的权限和审计", "total_raised": "累计融资 $13.5M（公司口径）", "funding": [ { "date": "2025-08", "round": "Pre-seed", "amount": "$3.3M", "lead": "Concept Ventures", "src": "https://archestra.ai/blog/archestra-unveils-open-source-solution-announces-vc-backing" }, { "date": "2026-06", "round": "种子轮", "amount": "$10M", "lead": "20VC", "src": "https://archestra.ai/blog/archestra-announces-10m-seed" } ], "key_data": [ { "k": "生产客户", "v": "多家 Fortune 500 公司在生产环境使用（客户名未公开）", "date": "2026-06", "src": "https://archestra.ai/blog/archestra-announces-10m-seed" } ], "note": "单轮 $10M 种子，刚过收录线；创始人 Matvey Kukuy 与 Ildar Iskhakov 此前的公司 Amixr 被 Grafana 收购、Keep 被 Elastic 收购（Archestra 2025-08 公告）。" }, { "name": "Orq.ai", "group": "w1", "url": "https://orq.ai", "hq": "阿姆斯特丹", "founded": 2022, "desc": "企业 agent 平台：多模型网关加评测、可观测和运行时", "total_raised": "累计融资 €7.3M（公司口径，2022 年起）", "funding": [ { "date": "2025-12", "round": "种子轮", "amount": "€5M（约 $5.9M）", "lead": "seed + speed Ventures、Galion.exe", "src": "https://tech.eu/2025/12/03/orqai-lands-eur5m-seed-to-close-the-ai-production-gap-for-enterprises/" } ], "key_data": [], "note": "€5M 种子刚过收录线（单轮约 $5.9M）；收入、估值、客户数未找到可引的出处。" }, { "name": "Guardrails AI", "group": "i3", "url": "https://www.guardrailsai.com", "hq": "旧金山", "founded": 2023, "desc": "开源 AI 护栏框架，校验 LLM 输出并压测 agent", "total_raised": "累计融资 $7.5M（种子轮；跟投含 Bloomberg Beta、Pear VC、Factory、GitHub Fund）", "funding": [ { "date": "2024-02", "round": "种子轮", "amount": "$7.5M", "lead": "Zetta Venture Partners", "src": "https://www.geekwire.com/2024/guardrails-ai-a-startup-co-founded-by-seattle-tech-vet-diego-oppenheimer-raises-7-5m/" } ], "key_data": [ { "k": "框架月下载", "v": "25 万+（Harvey 公告口径；PyPI 独立统计约为其一半）", "date": "2026-09", "src": "https://www.harvey.ai/blog/guardrails-ai-joins-harvey" } ], "owner": "被 Harvey 收购，2026-09-09，金额未公布", "note": "联合创始人 Shreya Rajpal、Zayd Simjee 及团队并入 Harvey 工程团队，属收购人才为主；开源框架仍在维护但前景取决于 Harvey。收入未公布，聚合站估算不采用。" }, { "name": "Alice（原 ActiveFence）", "group": "i4", "url": "https://alice.io", "hq": "纽约（以色列团队）", "founded": 2018, "desc": "给模型和 agent 做红队测试与实时防护，客户含大模型实验室", "valuation": { "v": "$700–800M", "date": "2026-08", "kind": "报道（口径冲突：CEO 称接近 $10 亿）", "src": "https://thenextweb.com/news/alice-140m-funding-ai-security-apax-digital" }, "revenue": { "v": "~$100M", "date": "2026-08", "kind": "ARR，接近 1 亿（媒体报道，来自知情人士）", "src": "https://en.globes.co.il/en/article-israeli-ai-security-co-alice-raises-140m-1001553384" }, "total_raised": "累计融资 $280M", "funding": [ { "date": "2026-08", "round": "D 轮", "amount": "$140M", "lead": "Apax Digital", "post": "$700–800M（报道口径，CEO 对彭博称接近 $10 亿）", "src": "https://en.globes.co.il/en/article-israeli-ai-security-co-alice-raises-140m-1001553384" } ], "key_data": [], "customers": [ "Anthropic", "Google", "Nvidia", "Cohere" ], "note": "2018 年以 ActiveFence 创立，原做社交平台内容审核，2022 年起转向 AI 模型安全，2026-01 更名 Alice；公司公告未给估值，估值为媒体说法。" }, { "name": "Promptfoo", "group": "i4", "url": "https://www.promptfoo.dev", "hq": "加州圣马特奥", "founded": 2024, "desc": "开源 LLM 评测与红队工具，测注入、越狱和泄露", "valuation": { "v": "$86M", "date": "2025-07", "kind": "A 轮投后（PitchBook，经 TechCrunch 引用；其他报道有 $119M 说法）", "src": "https://techcrunch.com/2026/03/09/openai-acquires-promptfoo-to-secure-its-ai-agents/" }, "total_raised": "累计融资约 $23M", "funding": [ { "date": "2024", "round": "种子轮", "amount": "$5M", "lead": "a16z", "src": "https://thenextweb.com/news/openai-acquires-promptfoo-ai-security-frontier" }, { "date": "2025-07", "round": "A 轮", "amount": "$18.4M", "lead": "Insight Partners（a16z 跟投）", "post": "$86M 投后（PitchBook 口径）", "src": "https://www.cnbc.com/amp/2026/03/09/open-ai-cybersecurity-promptfoo-ai-agents.html" } ], "key_data": [ { "k": "开发者使用数", "v": "35 万+开发者用过，13 万月活", "date": "2026-03", "src": "https://www.promptfoo.dev/blog/promptfoo-joining-openai/" }, { "k": "财富 500 强渗透", "v": "超过 25% 的财富 500 强团队在用", "date": "2026-03", "src": "https://openai.com/ja-JP/index/openai-to-acquire-promptfoo/" } ], "owner": "被 OpenAI 收购，2026-03-09 宣布，金额未公布（宣布时写明交割尚需满足惯例条件，是否已交割未查到）", "note": "技术并入 OpenAI Frontier，开源项目继续维护、继续支持多家模型。收入未公布。种子轮日期只知 2024 年。" }, { "name": "Gray Swan AI", "group": "i4", "url": "https://www.grayswan.ai", "hq": "匹兹堡", "founded": 2023, "desc": "AI 红队与实时防护，客户含各大模型实验室", "valuation": { "v": "$200M", "date": "2026-05", "kind": "A 轮后估值（Forbes 报道）", "src": "https://www.forbes.com.au/news/innovation/this-ai-startups-army-of-15000-hackers-pressure-test-claude-gpt-5-and-gemini/" }, "total_raised": "累计融资约 $45.5M（种子 $5.5M + A 轮 $40M）", "funding": [ { "date": "2024-10", "round": "种子轮", "amount": "$5.5M", "lead": "未披露（含非传统投资人与亲友）", "src": "https://www.forbes.com.tr/teknoloji/bu-hacker-ekibi-openai-ve-anthropic-gibi-sirketler-icin-yapay-zeka-modellerini-kursun-gecirmez-hale-getiriyor" }, { "date": "2026-05", "round": "A 轮", "amount": "$40M", "lead": "Wing Venture Capital、Madrona 共同领投", "post": "$200M 估值（Forbes 报道）", "src": "https://www.madrona.com/gray-swan-series-a/" } ], "key_data": [ { "k": "Arena 红队研究员", "v": "1.5 万+，累计超百万条真实攻击轨迹", "date": "2026-05", "src": "https://www.madrona.com/gray-swan-series-a/" }, { "k": "被前沿模型系统卡引用", "v": "11 份（含 OpenAI、Anthropic、Meta）", "date": "2026-05", "src": "https://www.madrona.com/gray-swan-series-a/" }, { "k": "企业客户", "v": "20 家", "date": "2026-05", "src": "https://www.forbes.com.au/news/innovation/this-ai-startups-army-of-15000-hackers-pressure-test-claude-gpt-5-and-gemini/" } ], "customers": [ "OpenAI", "Anthropic", "Google DeepMind", "Meta", "xAI" ], "note": "联合创始人 Matt Fredrikson（CEO）、Zico Kolter（首席科学家，OpenAI 董事会成员）为卡内基梅隆大学教授；收入未公布。种子轮来自 Forbes 报道的公司说法，领投方未披露。" }, { "name": "Fiddler AI", "group": "i5", "url": "https://www.fiddler.ai", "hq": "帕洛阿尔托", "founded": 2018, "desc": "面向企业的 AI 可观测与安全平台，给 agent 做评测、监控、护栏与治理", "total_raised": "累计融资约 $100M（公司自报）", "funding": [ { "date": "2026-01", "round": "C 轮", "amount": "$30M", "lead": "RPS Ventures", "src": "https://www.businesswire.com/news/home/20260127042634/en/Fiddler-Raises-%2430M-Series-C-to-Power-the-Control-Plane-for-AI-Agents" } ], "key_data": [ { "k": "累计融资（公司自报）", "v": "$100M", "date": "2026-01", "src": "https://www.linkedin.com/posts/fiddler-ai_the-ai-control-plane-for-enterprises-activity-7421899860125192194-U75u" } ], "customers": [ "美国海军", "Brex", "Nielsen" ], "note": "产品从 ML 模型监控起家，近年转向 agent 控制平面（评测+监控+护栏）。另有未经一手核实的转述称 C 轮投后约 $235M（仅见社交媒体帖子），未采用；PitchBook 页面显示 C 轮 $35M，与公司公告 $30M 不一致，以公司公告为准。" }, { "name": "Arthur AI", "group": "i5", "url": "https://www.arthur.ai", "hq": "纽约", "founded": 2018, "desc": "AI 性能监控与评测平台，覆盖漂移、护栏与 agent 评估，卖给企业", "total_raised": "至少 $57M（A 轮 $15M + B 轮 $42M，不含种子）", "funding": [ { "date": "2020-12", "round": "A 轮", "amount": "$15M", "lead": "Index Ventures", "src": "https://siliconangle.com/2022/09/27/arthur-ai-raises-42m-optimize-ai-applications-accuracy/" }, { "date": "2022-09", "round": "B 轮", "amount": "$42M", "lead": "Acrew Capital、Greycroft（联合领投）", "src": "https://www.arthur.ai/blog/making-ai-work-for-even-more-people" } ], "key_data": [], "note": "2022 年之后无公开大额新轮。聚合站（CB Insights）显示 2026-08 有一笔约 $2.6M 的 B-II 小额追加，未见一手公告，未采用。" }, { "name": "HoneyHive", "group": "e1", "url": "https://www.honeyhive.ai", "hq": "纽约", "founded": 2022, "desc": "基于 OpenTelemetry 的 agent 可观测与评测平台", "total_raised": "累计融资 $7.4M（种子 $5.5M + Pre-seed $1.9M，公司自报）", "funding": [ { "date": "2025-04", "round": "种子轮", "amount": "$5.5M", "lead": "Insight Partners", "src": "https://www.honeyhive.ai/blog/honeyhive-raises-7-4m" }, { "date": "2023", "round": "Pre-seed", "amount": "$1.9M", "lead": "Zero Prime Ventures", "src": "https://www.honeyhive.ai/blog/honeyhive-raises-7-4m" } ], "key_data": [ { "k": "2024 年记录请求量增长", "v": "50 倍以上（beta 期）", "date": "2025-04", "src": "https://www.honeyhive.ai/blog/honeyhive-raises-7-4m" } ], "customers": [ "多家财富 500 强（未具名）" ], "note": "收录门槛为单轮 ≥$5M，种子轮 $5.5M 刚过线。" }, { "name": "HiddenLayer", "group": "i3", "url": "https://hiddenlayer.com", "hq": "奥斯汀", "founded": 2022, "desc": "给企业的 AI 模型与 agent 做供应链扫描、红队和运行时防护", "total_raised": "累计融资约 $156M（媒体口径）", "funding": [ { "date": "2023-09", "round": "A 轮", "amount": "$50M", "lead": "M12、Moore Strategic Ventures", "src": "https://www.hiddenlayer.com/news/hiddenlayer-raises-50m-in-series-a-funding-to-safeguard-ai" }, { "date": "2026-09", "round": "B 轮", "amount": "$100M", "lead": "Delta-v Capital", "src": "https://siliconangle.com/2026/09/02/hiddenlayer-raises-100m-and-huskeys-27m-for-ai-security/" } ], "key_data": [ { "k": "ARR 增速", "v": "一年增 10 倍以上，达到「数千万美元」", "date": "2026-09", "src": "https://dealroom.co/news/148450-hiddenlayer-raises-100m-series-b-a-top-tier-round-for-us-ai-security/" }, { "k": "新增平台客户", "v": "过去一年 50+", "date": "2026-09", "src": "https://siliconangle.com/2026/09/02/hiddenlayer-raises-100m-and-huskeys-27m-for-ai-security/" } ], "note": "B 轮估值公司未披露，仅有二级市场推算（约 $383–387M）的低权威来源，未采用；ARR 只有区间说法，没有具体数字。" }, { "name": "Straiker", "group": "i3", "url": "https://www.straiker.ai", "hq": "加州山景城", "founded": 2024, "desc": "给企业的 AI agent 做红队测试和运行时防护的安全平台", "total_raised": "累计融资 $85M（公司口径）", "funding": [ { "date": "2025-03", "round": "首轮（出隐身）", "amount": "$21M", "lead": "Lightspeed、Bain Capital Ventures", "src": "https://www.straiker.ai/blog/straiker-launches-with-21-million-to-safeguard-ai" }, { "date": "2026-06", "round": "A 轮", "amount": "$64M", "lead": "Marathon Management Partners、Citi Ventures、Illuminate Financial、Workday Ventures", "src": "https://www.straiker.ai/blog/straiker-raises-64m-series-a-to-secure-the-agentic-workforce" } ], "key_data": [ { "k": "员工数", "v": "64 人", "date": "2026-06", "src": "https://www.bankinfosecurity.net/straiker-raises-64m-to-safeguard-autonomous-ai-agents-a-32093" } ], "note": "2025-03 那轮各处称呼不一（种子 / A 轮），按公司博客只写首轮。" }, { "name": "Prompt Security", "group": "i3", "url": "https://prompt.security", "hq": "特拉维夫 / 纽约", "founded": 2023, "desc": "企业 GenAI 与 agent 的运行时安全，管员工用 AI 与自建应用", "total_raised": "累计融资约 $23M（媒体口径）", "funding": [ { "date": "2024-11", "round": "A 轮", "amount": "$18M", "lead": "Jump Capital", "src": "https://prompt.security/blog/securing-the-future-of-genai-prompt-securitys-series-a-milestone" } ], "key_data": [ { "k": "收购前一年收入增速", "v": "收入翻 4 倍、客户数翻 5 倍（2024-11 公司自述）", "date": "2024-11", "src": "https://prompt.security/blog/securing-the-future-of-genai-prompt-securitys-series-a-milestone" } ], "owner": "被 SentinelOne 收购，2025-08-05 宣布，金额官方未公布（媒体报道约 $180M–$250M）", "note": "收购金额口径冲突：Globes 报 $250–300M 预估，FT 数据页 $250M，CRN 称 $180M；官方新闻稿未写金额。交割日期未核到。" }, { "name": "Pillar Security", "group": "i3", "url": "https://www.pillar.security", "hq": "特拉维夫", "founded": 2024, "desc": "覆盖 AI 全生命周期的安全平台：资产盘点、红队、自适应护栏", "total_raised": "累计融资 $9M", "funding": [ { "date": "2025-04", "round": "种子轮", "amount": "$9M", "lead": "Shield Capital", "src": "https://www.pillar.security/blog/pillar-security-raises-9m-to-help-companies-build-and-run-secure-ai-software" } ], "key_data": [], "note": "注意别和 a16z 投的做对冲的同名公司 Pillar 混淆；成立年份 SecurityWeek 写 2024-10，PitchBook 写 2023，取前者。未查到 2026 年新一轮。" }, { "name": "Knostic", "group": "i3", "url": "https://www.knostic.ai", "hq": "弗吉尼亚州赫恩登", "founded": 2023, "desc": "给企业 AI 助手和编码 agent 做「按需知情」访问控制与权限治理", "total_raised": "累计融资 $14M（公司口径）", "funding": [ { "date": "2025-03", "round": "种子轮（部分媒体称 A 轮）", "amount": "$11M", "lead": "Bright Pixel Capital", "src": "https://www.securityweek.com/knostic-secures-11-million-to-rein-in-enterprise-ai-data-leakage-oversharing/" } ], "key_data": [], "note": "该轮 SecurityWeek 称种子轮，其他聚合站称 A 轮；未查到 2026 年新一轮。" }, { "name": "Akto", "group": "i3", "url": "https://www.akto.io", "hq": "旧金山", "founded": 2022, "desc": "API 安全起家，现做 agent 与 MCP 的发现、红队和防护", "total_raised": "累计融资约 $11.5M（聚合站估算）", "funding": [ { "date": "2025-09", "round": "A 轮", "amount": "$7M", "lead": "Accel", "src": "https://castleplacement.com/top-10-cloudtech-capital-raises-and-investors-in-the-u-s-september-1st-15th-2025/" } ], "key_data": [ { "k": "MCP 安全产品", "v": "2025-06 推出，自称业内首个 MCP 安全方案", "date": "2025-06", "src": "https://www.akto.io/blog/first-mcp-security-by-akto" } ], "note": "融资只找到聚合站（Castle Placement、CB Insights）出处，未找到公司一手公告；成立年份 CB Insights 写 2022，PitchBook 写 2021。" }, { "name": "Robust Intelligence", "group": "i3", "url": "https://www.robustintelligence.com", "hq": "旧金山", "founded": 2019, "desc": "AI 防火墙与算法红队，现为 Cisco AI Defense 的核心", "total_raised": null, "funding": [ { "date": "2021-12", "round": "B 轮", "amount": "$30M", "lead": "Tiger Global", "src": "https://www.sofi.com/blog/friday-fundings-petdx-mambu-robust-intelligence/" } ], "key_data": [], "owner": "被 Cisco 收购，2024-08-26 宣布、2024-09-24 完成，金额官方未公布", "note": "451 Research 估算交易额约 $350M，非官方数字，仅供参考；累计融资总额未核到。" }, { "name": "CalypsoAI", "group": "i3", "url": "https://calypsoai.com", "hq": "都柏林 / 纽约", "founded": 2018, "desc": "AI 红队、推理层护栏与可观测，保护企业生成式 AI 与 agent", "total_raised": "累计融资超 $40M（投资方 Paladin 口径）", "funding": [ { "date": "2023", "round": "融资", "amount": "$23M", "lead": "Paladin Capital Group", "src": "https://www.geekwire.com/2025/f5-paying-180m-to-acquire-calypsoai-to-boost-ai-enterprise-security-offerings/" } ], "key_data": [], "owner": "被 F5 收购，2025-09-10 宣布、2025-09 下旬完成，$1.8 亿", "note": "累计融资各处口径不一（Paladin 称超 $40M，Business Plus 称约 $38M）；2023 融资月份未核。" }, { "name": "Pangea", "group": "i3", "url": "https://pangea.cloud", "hq": "帕洛阿尔托", "founded": 2021, "desc": "提示词层 AI 防护，防注入和数据泄漏", "total_raised": "累计融资 $51M（媒体口径）", "funding": [ { "date": "2022-11", "round": "B 轮", "amount": "$26M", "lead": "GV", "src": "https://www.bankinfosecurity.net/crowdstrike-buys-pangea-for-260m-to-guard-enterprise-ai-use-a-29480" } ], "key_data": [], "owner": "被 CrowdStrike 收购，2025-09-16 宣布，$2.6 亿，已完成交割（交割日期未核到）", "note": "$2.6 亿金额来自媒体（BankInfoSecurity、Forbes），CrowdStrike 新闻稿未写金额。" }, { "name": "SPLX", "group": "i3", "url": "https://splx.ai", "founded": 2023, "desc": "AI 资产发现、自动化红队与运行时护栏，现属 Zscaler", "total_raised": "累计融资 $9M（媒体口径）", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$7M", "lead": "LAUNCHub Ventures、Inovo Venture Partners", "src": "https://www.securityweek.com/zscaler-acquires-ai-security-company-splx/" } ], "key_data": [], "owner": "被 Zscaler 收购，2025-11-03 完成，金额未公布", "note": "又名 SplxAI；总部未核实故未写。" }, { "name": "Mindgard", "group": "i4", "url": "https://mindgard.ai", "hq": "伦敦 / 波士顿", "founded": 2022, "desc": "AI 自动化红队与运行时防护，兰卡斯特大学衍生", "total_raised": "累计融资约 $42M（Dealroom 口径）", "funding": [ { "date": "2026-08", "round": "A 轮", "amount": "$30M", "lead": "Album VC", "src": "https://www.businesswirenews.com/news/home/20260812503461/en/Mindgard-Raises-%2430M-Series-A-by-Turning-Attacker-Behavioral-Intelligence-into-Effective-AI-Defense" } ], "key_data": [ { "k": "公开披露的 AI 产品漏洞", "v": "150+（含 Cursor、Google Antigravity、ChatGPT）", "date": "2026-08", "src": "https://www.businesswirenews.com/news/home/20260812503461/en/Mindgard-Raises-%2430M-Series-A-by-Turning-Attacker-Behavioral-Intelligence-into-Effective-AI-Defense" } ], "note": "累计 $42M 来自 Dealroom 摘要，公司稿未写总额。" }, { "name": "Permiso Security", "group": "i2", "url": "https://permiso.io", "hq": "帕洛阿尔托", "founded": 2020, "desc": "云身份威胁检测与响应，覆盖人、机器和 AI agent 身份，已并入 Okta", "valuation": { "v": "~$200M", "date": "2026-07", "kind": "报道（收购价，TechCrunch 消息源称略低于 $200M、几乎全现金，Okta 未否认）", "src": "https://techcrunch.com/2026/07/30/okta-buys-ai-security-startup-permiso-source-says-for-about-200m/" }, "total_raised": "累计融资约 $29M（TechCrunch 口径）", "funding": [ { "date": "2024-04", "round": "A 轮", "amount": "$18.5M", "lead": "Altimeter Capital", "post": "约 $80M 投后（媒体）", "src": "https://techcrunch.com/2026/07/30/okta-buys-ai-security-startup-permiso-source-says-for-about-200m/" } ], "key_data": [ { "k": "检测信号 / 身份合作伙伴", "v": "2,500+ 条研究型信号，70+ 家身份合作伙伴", "date": "2026-07", "src": "https://www.okta.com/en-sg/newsroom/press-releases/okta-signs-definitive-agreement-to-acquire-permiso-security/" }, { "k": "agent 产品", "v": "SandyClaw：对 agent skill / prompt 做动态沙箱检测，防供应链攻击", "date": "2026-07", "src": "https://www.okta.com/en-sg/newsroom/press-releases/okta-signs-definitive-agreement-to-acquire-permiso-security/" } ], "customers": [ "Autodesk" ], "owner": "被 Okta 收购，2026-07-30 宣布、2026-08-26 交割，金额未官方公布（媒体称略低于 $200M）", "note": "收购金额来自 TechCrunch 匿名消息源，Okta 官方未披露；Okta 新闻稿为官方出处，TechCrunch 为原始报道。" }, { "name": "Entro Security", "group": "i2", "url": "https://entro.security", "hq": "特拉维夫", "founded": 2022, "desc": "非人类身份与密钥安全，盘点管控 API 密钥和 agent 凭证", "valuation": { "v": "~$200M", "date": "2026-06", "kind": "报道（收购价，Calcalist 报道，未官方公布）", "src": "https://www.securityweek.com/sailpoint-to-acquire-entro-in-reported-200-million-deal/" }, "total_raised": "累计融资 $24M（种子 + A 轮）", "funding": [ { "date": "2023-05", "round": "种子轮", "amount": "$6M", "lead": "StageOne Ventures", "src": "https://profiles.crustdata.com/company/entro" }, { "date": "2024-06", "round": "A 轮", "amount": "$18M", "lead": "Dell Technologies Capital", "src": "https://entro.security/blog/18m-series-a-reflections-ceo/" } ], "key_data": [ { "k": "客户环境中非人类身份与员工之比", "v": "每名员工对应 92 个非人类身份（公司自有客户数据）", "date": "2026-04", "src": "https://entro.security/videos/entro-story-protecting-non-human-identities/" } ], "owner": "被 SailPoint 收购，2026-06-15 宣布、2026-06-29 交割，金额未官方公布（Calcalist 称约 $200M）", "note": "2023-05 种子轮和 2024-06 A 轮的日期取自聚合站 Crustdata；公司博客与 SecurityWeek 确认 A 轮 $18M、总计 $24M。" }, { "name": "Clutch Security", "group": "i2", "url": "https://www.clutch.security", "hq": "以色列", "founded": 2023, "desc": "非人类身份与 AI agent 的零信任安全平台，用身份谱系图管控密钥和服务账号", "total_raised": "累计融资 $28.5M（公司口径）", "funding": [ { "date": "2024-07", "round": "种子轮", "amount": "$8.5M", "lead": "Lightspeed Venture Partners", "src": "https://profiles.crustdata.com/company/clutch-security" }, { "date": "2025-01", "round": "A 轮", "amount": "$20M", "lead": "SignalFire", "src": "https://www.clutch.security/blog/clutch-security-20M-series-a" } ], "key_data": [], "note": "总部只查到「以色列公司」，未确认具体城市；种子轮日期和领投方来自聚合站 Crustdata，A 轮与总额来自公司博客。" }, { "name": "Ory（Agent Security）", "group": "i1", "url": "https://www.ory.com", "hq": "斯科茨代尔（慕尼黑起家）", "founded": 2019, "desc": "开源身份与权限平台，给 agent 发独立身份和动态凭证", "total_raised": "累计融资约 $27.5M（聚合站口径，含 2024-04 一笔 $5M 未披露轮次）", "funding": [ { "date": "2021-12", "round": "A 轮", "amount": "$22.5M", "lead": "Insight Partners", "src": "https://www.isvworld.com/search/news/675574" } ], "key_data": [ { "k": "agent 安全产品", "v": "Ory Agent Security（给每个 agent 独立身份、细粒度授权、审计）；2026-06 发布 Ory Talos（动态可撤销 API 密钥与令牌）", "date": "2026-06", "src": "https://www.ory.com/blog/ory-launches-ory-talos" } ], "customers": [ "Coinbase", "Segment" ], "note": "2024-04 的 $5M 只在聚合站看到；2021 年 A 轮后未查到 2026 年新一轮；2026-07 任命新 CRO 和 CFO。客户来自 A 轮报道。" }, { "name": "GitGuardian", "group": "i2", "url": "https://www.gitguardian.com", "hq": "巴黎 / 纽约", "founded": 2017, "desc": "密钥泄露检测与非人类身份治理平台，已扩展到 AI agent 凭证安全", "total_raised": "累计融资 $106M（SecurityWeek 口径）", "funding": [ { "date": "2026-02", "round": "C 轮", "amount": "$50M", "lead": "Insight Partners、Quadrille Capital", "src": "https://blog.gitguardian.com/series-c-pr/" } ], "key_data": [ { "k": "保护的开发者数", "v": "115,000+", "date": "2026-02", "src": "https://www.tipranks.com/news/private-companies/gitguardian-secures-50-million-series-c-to-scale-non-human-identity-and-ai-agent-security" }, { "k": "监控的代码仓库", "v": "61 万+", "date": "2026-02", "src": "https://www.tipranks.com/news/private-companies/gitguardian-secures-50-million-series-c-to-scale-non-human-identity-and-ai-agent-security" }, { "k": "2025 年发现并处置的密钥暴露", "v": "35 万次", "date": "2026-02", "src": "https://www.tipranks.com/news/private-companies/gitguardian-secures-50-million-series-c-to-scale-non-human-identity-and-ai-agent-security" }, { "k": "收入来自美国占比", "v": "70%", "date": "2026-01", "src": "https://blog.gitguardian.com/gitguardian-closes-2025-with-strong-enterprise-momentum-protecting-millions-of-developers-worldwide/" } ], "customers": [ "Deutsche Telekom", "BASF" ], "note": "公司只说 2025 年 ARR 创纪录，未给具体数字，所以不写 rev；本轮资金明确投向 AI agent 安全和 NHI 全生命周期治理。" }, { "name": "Credo AI", "group": "i5", "url": "https://www.credo.ai", "hq": "帕洛阿尔托", "founded": 2020, "desc": "AI 治理平台，给企业管理 AI 应用与 agent 的合规、风险和策略", "total_raised": "累计融资 $41.3M（公司口径，截至 2024-07）", "funding": [ { "date": "2024-07", "round": "新一轮（未标轮次）", "amount": "$21M", "lead": "CrimsoNox Capital、Mozilla Ventures、FPV Ventures", "src": "https://www.businesswire.com/news/home/20240730411517/en/Credo-AI-Announces-21-Million-in-New-Capital-Grows-Leadership-Team-to-Match-the-Rapid-Pace-of-AI-Innovation-Emerges-as-the-Standard-of-Responsible-AI-Governance" } ], "key_data": [ { "k": "收入增速", "v": "2024 年收入翻三倍（公司自述）", "date": "2024-07", "src": "https://www.finsmes.com/2024/07/credo-ai-raises-21m-in-funding.html" } ], "note": "2024-07 后未查到新一轮；与上市公司 Credo Technology（光电互联）无关，勿混。" }, { "name": "Proof（x401）", "group": "i6", "url": "https://www.proof.com", "hq": "波士顿", "founded": 2015, "desc": "原 Notarize，身份验证网络，x401 协议证明 agent 背后的授权人", "valuation": { "v": "$760M", "date": "2021-03", "kind": "聚合站估算（D 轮投后，旧数）", "src": "https://multiples.vc/private-comps/proof" }, "total_raised": "累计融资口径不一：Multiples 约 $229M，CB Insights 约 $299.6M", "funding": [ { "date": "2021-03", "round": "D 轮", "amount": "$130M", "lead": "Canapi Ventures", "post": "$760M 投后（聚合站）", "src": "https://multiples.vc/private-comps/proof" }, { "date": "2025-02", "round": "战略投资", "amount": "金额未披露", "lead": "State Farm Ventures", "src": "https://iireporter.com/proof-secures-strategic-investment-from-state-farm-ventures/" } ], "key_data": [ { "k": "x401 协议", "v": "开放、发行方中立；网站和 API 可要求 agent 出示「谁授权了它」的凭证；2026-06-25 发布，已有 CLI 和演示", "date": "2026-06", "src": "https://www.proof.com/blog/the-identity-infrastructure-for-the-internet" }, { "k": "授权交易额", "v": "2024 年超 $1500 亿", "date": "2025-02", "src": "https://iireporter.com/proof-secures-strategic-investment-from-state-farm-ventures/" } ], "customers": [ "多家美国一线银行（未具名）", "Visa（合作）" ], "note": "公司主业是在线公证与身份验证，agent 身份是 2026 年新增产品线；总融资两个聚合站差距较大；估值是 2021 年旧数。" }, { "name": "World（AgentKit）", "group": "i6", "url": "https://world.org", "hq": "旧金山", "founded": 2019, "desc": "World ID for Agents，把真人的「人类证明」委托给 agent", "valuation": { "v": "$2.5B", "date": "2026-06", "kind": "报道（投后，媒体转述）", "src": "https://www.benzinga.com/crypto/cryptocurrency/26/06/53084712/sam-altman-affiliated-ai-token-wld-surges-over-100-in-a-month-despite-layoffs" }, "total_raised": "Tools for Humanity 累计融资 $250M+（Crypto Briefing 口径）；另有 $135M 代币出售由 World Assets 完成", "funding": [ { "date": "2023-05", "round": "C 轮", "amount": "$115M", "lead": "Blockchain Capital", "src": "https://www.theblock.co/post/355263/world-raises-135-million-via-wld-token-sale-to-expand-across-the-us" }, { "date": "2025-05", "round": "WLD 代币出售", "amount": "$135M", "lead": "a16z、Bain Capital Crypto 认购", "src": "https://www.theblock.co/post/355263/world-raises-135-million-via-wld-token-sale-to-expand-across-the-us" } ], "key_data": [ { "k": "AgentKit 状态", "v": "2026-03 与 Coinbase 发 beta，2026-06 扩展；2026-10 仍为 beta，并入银行版 World ID 套件", "date": "2026-10", "src": "https://finance.yahoo.com/technology/ai/articles/sam-altmans-world-takes-proof-114040471.html" }, { "k": "World 用户数（2025-05）", "v": "2,600 万+ 用户，1,250 万 Orb 验证", "date": "2025-05", "src": "https://www.theblock.co/post/355263/world-raises-135-million-via-wld-token-sale-to-expand-across-the-us" } ], "note": "发币：World 有原生代币 WLD。Tools for Humanity 有正规股权融资，同时发币；AgentKit 只是其中一条产品线。2026-06 报道公司裁员。估值来自媒体转述，没找到官方说法。" }, { "name": "Formal", "group": "i1", "url": "https://formal.ai", "hq": "旧金山", "founded": 2020, "desc": "数据访问代理，给 agent 访问数据库做最小权限和审计", "total_raised": "累计融资约 $6.8M（种子轮；未查到后续轮次）", "funding": [ { "date": "2024-11", "round": "种子轮", "amount": "$6.8M", "lead": "Thrive Capital", "src": "https://formal.ai/blog/formal-out-of-stealth/" } ], "key_data": [ { "k": "支持协议", "v": "15+ 种线协议（Postgres、MongoDB、Snowflake、SSH、Kubernetes、MCP 等）", "date": "2026", "src": "https://formal.ai/about/" } ], "customers": [ "Gusto", "Notion", "Ramp" ], "note": "单轮 $6.8M 刚过 $500 万的收录线；2026 年定位为 AI 原生 PAM，代理 agent 对数据库的访问。" }, { "name": "Anon", "group": "i1", "url": "https://www.anon.com", "hq": "旧金山", "founded": 2023, "desc": "让 agent 经用户授权登录没有 API 的网站并代为操作", "total_raised": "累计融资 $6.5M（公司口径）", "funding": [ { "date": "2024-04", "round": "种子轮", "amount": "$6.5M", "lead": "Union Square Ventures、Abstract Ventures", "src": "https://techcrunch.com/2024/04/24/anon-is-building-an-automated-authentication-layer-for-the-gen-ai-age/" } ], "key_data": [], "customers": [ "MultiOn", "Personal AI", "Delphi" ], "note": "单轮 $6.5M 过收录线；有聚合站写总融资 $13M，未找到一手来源，不采用；2026 年官网主推 agent 就绪度基准，产品重心可能在转向商家 / agentic commerce。" }, { "name": "HashiCorp Vault（IBM）", "group": "i2", "url": "https://www.hashicorp.com/products/vault", "hq": "旧金山（HashiCorp，现属 IBM）", "desc": "IBM 旗下的密钥管理，Vault 已原生支持 agent 身份", "total_raised": null, "funding": [], "key_data": [ { "k": "agent 能力发布", "v": "2026-06 公开预览原生 agent 支持，Vault Enterprise 2.1（2026-08）正式可用，含 Agent Registry、逐请求访问评估", "date": "2026-08", "src": "https://www.hashicorp.com/id/blog/hashicorp-vault-agentic-iam-is-now-generally-available" }, { "k": "IBM 联合方案", "v": "与 IBM Agent Identity（公开预览）一起接入 NVIDIA OpenShell，给每个 agent 发验证身份", "date": "2026-09", "src": "https://newsroom.ibm.com/blog-building-trust-into-the-next-generation-of-ai-agents" }, { "k": "Vault 2.2", "v": "扩展 AI agent 与非人类身份支持", "date": "2026-10", "src": "https://www.hashicorp.com/zh/blog/vault-enterprise-advances-identity-security-pki-and-crypto-agility" } ], "owner": "HashiCorp 被 IBM 收购，2025-02 交割，企业价值 $64 亿", "product_line_of": "IBM", "note": "大平台产品线，不写独立融资和收入；$64 亿是 HashiCorp 整体收购价，不是 Vault 单品估值。" }, { "name": "Namespace", "group": "s1", "url": "https://namespace.so", "hq": "旧金山 / 苏黎世", "founded": 2022, "desc": "给 coding agent 用的开发者算力云：沙箱、CI 构建、Mac 机器", "total_raised": "累计融资 $65M（公司口径）", "funding": [ { "date": "2026-03", "round": "A 轮", "amount": "$23M", "lead": "NEA", "src": "https://namespace.so/blog/series-b" }, { "date": "2026-10", "round": "B 轮", "amount": "$42M", "lead": "Scale Venture Partners", "src": "https://namespace.so/blog/series-b" } ], "key_data": [ { "k": "收入同比增长", "v": "过去 12 个月 8 倍", "date": "2026-10", "src": "https://namespace.so/blog/series-b" }, { "k": "客户公司数", "v": "1,000+", "date": "2026-10", "src": "https://namespace.so/blog/series-b" } ], "customers": [ "SpaceXAI", "Ramp" ], "note": "B 轮估值、收入绝对值未披露；A 轮金额 $23M 由总额 $65M 减 $42M 推出，并与 Tracxn 的 $23M 一致；创始人 Hugo Santos 为前 Google 工程师；Tracxn 写成立于 2020，SiliconANGLE 为 2022，此处取 2022。客户 SpaceXAI、Ramp 来自 Scale Venture Partners 的投资公告。" }, { "name": "Hatchet", "group": "o1", "url": "https://hatchet.run", "founded": 2024, "desc": "开源任务队列与持久化执行平台，给 agent 和后台任务做编排、重试、并发控制", "total_raised": "累计融资约 $5.7M（公司在招聘页自述）", "funding": [ { "date": "2024", "round": "种子轮", "amount": "$5.7M", "lead": "未披露", "src": "https://www.ycombinator.com/companies/hatchet-run/jobs/SNpCmgI-founding-engineer" } ], "key_data": [ { "k": "GitHub 星标", "v": "7,400+", "date": "2026-04", "src": "https://aicoolies.com/reviews/hatchet-review" } ], "note": "YC W24。融资只有公司招聘页一处自述，领投方与估值未找到；种子轮刚过 $500 万门槛，是否收录请定。" }, { "name": "Agno", "group": "k1", "url": "https://www.agno.com", "hq": "纽约", "founded": 2023, "desc": "开源 Python agent 框架（原 Phidata），带 AgentOS 运行时", "total_raised": "累计融资 $5.4M（聚合站估算）", "funding": [ { "date": "2024-08", "round": "种子轮", "amount": "$5.4M", "lead": "Surface Ventures", "src": "https://profiles.crustdata.com/company/phidata" } ], "key_data": [ { "k": "GitHub 星标", "v": "40,600+", "date": "2026-06", "src": "https://rywalker.com/research/agno" } ], "note": "2025-01 由 Phidata 改名 Agno。融资额来自 CB Insights / PitchBook / Crustdata 等聚合站（聚合站估算），未找到公司官方公告；种子轮刚过 $500 万门槛，是否收录请定。有聚合站写 Series A，无佐证，不采用。" }, { "name": "Pydantic", "group": "k1", "url": "https://pydantic.dev", "hq": "伦敦", "founded": 2022, "desc": "Pydantic 母公司，卖 Pydantic AI 框架和 Logfire 可观测", "total_raised": "累计融资约 $17.2M", "funding": [ { "date": "2023-02", "round": "种子轮", "amount": "$4.7M", "lead": "Sequoia", "src": "https://finance.yahoo.com/news/sequoia-backs-open-source-data-145840046.html" }, { "date": "2024-10", "round": "A 轮", "amount": "$12.5M", "lead": "Sequoia", "src": "https://techcrunch.com/2024/10/01/sequoia-backs-pydantic-to-expand-beyond-its-open-source-data-validation-framework/" } ], "key_data": [ { "k": "Pydantic 库月下载", "v": "5.5 亿+（累计 100 亿）", "date": "2026-02", "src": "https://www.linkedin.com/posts/laisbsc_on-the-best-of-carnival-moods-i-wrote-a-activity-7428406644327473152-76cV" }, { "k": "Logfire 用户", "v": "5.2 万+ AI 团队和开发者", "date": "2026-09", "src": "https://www.altis.vc/research/company/pydantic" } ], "note": "2024-10 A 轮后未找到新一轮。种子轮日期报道有 2023-02 与 2024-09 两种说法，取 2023-02。月下载与 Logfire 用户数来自领英帖子和 Altis 研究页，非公司公告。" }, { "name": "Redis（Redis for AI / Iris）", "group": "s3", "url": "https://redis.io", "hq": "旧金山", "founded": 2011, "desc": "Redis 的 agent 产品线：向量检索、记忆、语义缓存", "total_raised": "累计融资约 $347M", "funding": [ { "date": "2021-04", "round": "G 轮", "amount": "$110M", "lead": "Tiger Global", "post": "$20 亿+ 估值", "src": "https://en.globes.co.il/en/article-israeli-co-redis-labs-raises-310m-at-over-2b-valuation-1001366643" } ], "key_data": [ { "k": "付费客户数", "v": "12,000（含三分之一财富 100 强）", "date": "2026-01", "src": "https://www.globenewswire.com/news-release/2026/01/27/3226559/0/en/Redis-passes-300M-in-annualized-recurring-revenue.html" }, { "k": "年付 $100 万以上客户", "v": "50+", "date": "2026-01", "src": "https://www.globenewswire.com/news-release/2026/01/27/3226559/0/en/Redis-passes-300M-in-annualized-recurring-revenue.html" }, { "k": "RedisVL 月下载", "v": "近 100 万（9 到 12 月涨 3 倍）", "date": "2025-12", "src": "https://www.globenewswire.com/news-release/2026/01/27/3226559/0/en/Redis-passes-300M-in-annualized-recurring-revenue.html" }, { "k": "开发者首选 agent 记忆存储占比", "v": "42%（Stack Overflow 2025 调查）", "date": "2026-01", "src": "https://www.globenewswire.com/news-release/2026/01/27/3226559/0/en/Redis-passes-300M-in-annualized-recurring-revenue.html" } ], "product_line_of": "Redis", "note": "大公司，只写 agent 产品线；ARR 与估值均为整家 Redis 口径。2026-05 推出 Iris 上下文引擎（agent 记忆、语义缓存、检索）。未找到 2021 年之后的新估值。 卡片上不显示收入：$300M+（年化（ARR，母公司口径，公司自报））是 Redis 整家公司的数字。 卡片上不显示估值：$2B+（G 轮投后（母公司口径，最近一次公开估值））是 Redis 整家公司的数字。" }, { "name": "Neo4j（GraphRAG / Aura Agent）", "group": "s3", "url": "https://neo4j.com", "hq": "加州圣马特奥（瑞典马尔默起家）", "founded": 2007, "desc": "Neo4j 图数据库的 agent 产品线：GraphRAG、图记忆、MCP", "total_raised": null, "funding": [ { "date": "2021-06", "round": "F 轮", "amount": "$325M", "lead": "Eurazeo", "post": "$20 亿+ 估值", "src": "https://neo4j.com/news/neo4j-raises-325m-in-series-f-valued-at-over-2-billion/" }, { "date": "2024-11", "round": "战略融资", "amount": "$50M", "lead": "Noteus Partners", "post": "重申 $20 亿估值", "src": "https://arcticstartup.com/neo4j-raises-50m/" } ], "key_data": [ { "k": "图数据库市占率", "v": "44%（公司引用第三方分析）", "date": "2024-11", "src": "https://neo4j.com/press-releases/neo4j-revenue-milestone-2024/" }, { "k": "GenAI 自投预算", "v": "$1 亿，发布 Aura Agent 与 MCP Server，计划扶持 1,000 家初创", "date": "2025-10", "src": "https://www.enterpriseitworld.com/neo4j-commits-100-million-to-accelerate-agentic-ai-with-new-products-and-startup-program/" }, { "k": "新品", "v": "Neo4j Context Engine 发布（给 agent 的知识层）", "date": "2026-10", "src": "https://www.tradeshownews.com/news/home/20261020474163/en/Neo4j-Context-Engine-Launches-to-Create-AI-Knowledge-Layer-and-Enhance-Agent-Performance" } ], "customers": [ "Daimler", "Dun & Bradstreet", "EY", "IBM", "Merck", "NASA", "UBS", "Walmart" ], "product_line_of": "Neo4j", "note": "大公司，只写 agent 产品线；ARR 与估值是整家 Neo4j 口径。F 轮后另有延长至 $390M 的说法，累计融资各处口径不一，此处不写 total。$200M ARR 是 2024-11 数字，未找到更新的公司自报值。 卡片上不显示收入：$200M+（年化（ARR，母公司口径，公司自报））是 Neo4j 整家公司的数字。 卡片上不显示估值：$2B+（公司口径（F 轮估值，2024 年重申，母公司口径））是 Neo4j 整家公司的数字。" }, { "name": "Diagrid", "group": "o1", "url": "https://www.diagrid.io", "hq": "西雅图", "founded": 2021, "desc": "Dapr 创始团队，Catalyst 给 agent 工作流做持久化执行", "total_raised": "累计融资 $24.2M（公司口径）", "funding": [ { "date": "2022-01", "round": "种子轮", "amount": "$4.2M", "lead": "Amplify Partners", "src": "https://www.diagrid.io/blog/diagrid-announcement" }, { "date": "2022-10", "round": "A 轮", "amount": "$20M", "lead": "Norwest Venture Partners", "src": "https://www.diagrid.io/blog/diagrid-announcement" } ], "key_data": [ { "k": "新品", "v": "Catalyst 2.0：给 LangGraph、Google ADK、OpenAI Agents SDK 等框架加持久化与可验证执行", "date": "2026-07", "src": "https://www.cbinsights.com/company/diagrid" } ], "note": "A 轮后未找到新一轮，也未找到收入和估值；创始人 Mark Fussell、Yaron Schneider 此前在微软。" }, { "name": "Nango", "group": "t1", "url": "https://nango.dev", "hq": "旧金山", "founded": 2022, "desc": "开源集成平台，替 agent 管 OAuth、同步和工具调用", "total_raised": "累计融资约 $7.5M（公司博客口径：种子轮 $7.5M；Crunchbase 类数据拆成 pre-seed $3M + 种子 $4.5M）", "funding": [ { "date": "2023-04", "round": "Pre-seed", "amount": "$3M", "lead": "Horizon", "src": "https://profiles.crustdata.com/company/nango-yc-w23" }, { "date": "2026-03", "round": "种子轮", "amount": "$7.5M", "lead": "Gradient", "src": "https://nango.dev/blog/nango-raises-7-5m-led-by-gradient/" } ], "key_data": [ { "k": "覆盖 API 数", "v": "1,000+ 个 API、30 个类别", "date": "2026-03", "src": "https://nango.dev/blog/nango-raises-7-5m-led-by-gradient/" }, { "k": "使用过的工程团队", "v": "1 万+", "date": "2026-03", "src": "https://nango.dev/blog/nango-raises-7-5m-led-by-gradient/" }, { "k": "每月处理 API 请求", "v": "数十亿次", "date": "2026-03", "src": "https://nango.dev/blog/nango-raises-7-5m-led-by-gradient/" } ], "customers": [ "Replit", "Mercor", "Ramp", "Motion" ], "note": "公司称融资时已现金流为正。博客页面显示日期 2026-04-01，Gradient 文章为 2026-03-22，融资日期取 2026-03。 收入公司只说「数百万美元」，没给具体数。" }, { "name": "StackOne", "group": "t1", "url": "https://www.stackone.com", "hq": "伦敦", "founded": 2023, "desc": "给 agent 和 SaaS 用的统一集成层，200+ 连接器", "total_raised": "累计融资约 $24M（公司口径）", "funding": [ { "date": "2025-05", "round": "A 轮", "amount": "$20M", "lead": "GV（Google Ventures）", "src": "https://www.businesswire.com/news/home/20250505535227/en/StackOne-Raises-%2420m-Series-A-led-by-GV-Google-Ventures-to-Reinvent-SaaS-and-AI-Agent-Integrations" } ], "key_data": [ { "k": "连接器 / 动作数", "v": "200+ 连接器、10,000+ 动作", "date": "2026-09", "src": "https://coworkingeurope.net/2026/09/15/ai-agents-integrator-stackone-takes-office-at-techspace-in-london/" } ], "customers": [ "Drata", "Attensi", "Localyze" ], "note": "2026 年未查到新一轮融资。Workday Ventures、XTX Ventures 等参投。" }, { "name": "Paragon", "group": "t1", "url": "https://www.useparagon.com", "hq": "洛杉矶", "founded": 2019, "desc": "嵌入式集成平台，ActionKit 给 agent 预置 130+ 应用动作", "total_raised": "累计融资约 $16.5M（洛杉矶商业杂志口径）", "funding": [ { "date": "2022-07", "round": "A 轮", "amount": "$13M", "lead": "Inspired Capital", "src": "https://labusinessjournal.com/technology/paragon-secures-13m-series-a-for-its-software-integration-tech/" } ], "key_data": [ { "k": "预置连接器", "v": "130+", "date": "2026-05", "src": "https://raw.githubusercontent.com/api-evangelist/paragon/refs/heads/main/apis.yml" } ], "customers": [ "Zendesk", "Postman", "Five9", "CrewAI", "Copy.ai", "You.com" ], "note": "A 轮在 2022 年，之后未查到新一轮。客户 Zendesk/Postman/Five9 出自聚合站简介，CrewAI/Copy.ai/You.com 出自官网客户评价。" }, { "name": "Workato（Enterprise MCP / Workato ONE）", "group": "t2", "url": "https://www.workato.com", "hq": "帕洛阿尔托", "founded": 2013, "desc": "Workato 的 agent 产品线：企业 MCP 服务与 agent 编排", "total_raised": "累计融资超 $420M（2021-11 公司口径）", "funding": [ { "date": "2021-11", "round": "E 轮", "amount": "$200M", "lead": "Battery Ventures", "post": "$5.7B 投后", "src": "https://www.businesswire.com/news/home/20211110005457/en/Workato-Raises-200-Million-Series-E-at-a-5.7-Billion-Valuation-to-Accelerate-Record-Growth-and-Capitalize-on-Surging-Demand-for-Enterprise-Automation/" } ], "key_data": [ { "k": "ARR 同比增速（FY26，截至 2026-01-31）", "v": "35%，净新增 ARR 增 50%", "date": "2026-02", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-2-27-workato-reports-record-momentum-defining-the-future-of-orchestration-for-the-agentic-era" }, { "k": "ARR 超 10 万美元的客户数", "v": "700+", "date": "2026-02", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-2-27-workato-reports-record-momentum-defining-the-future-of-orchestration-for-the-agentic-era" }, { "k": "MCP 服务器", "v": "首批 8 个，计划 2026 年推出 100+ 个", "date": "2026-02", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-2-27-workato-reports-record-momentum-defining-the-future-of-orchestration-for-the-agentic-era" } ], "customers": [ "Samsara", "Vodafone", "Lucid Motors", "Atlassian" ], "product_line_of": "Workato", "note": "这是大平台（iPaaS 龙头）的 agent 产品线，估值和融资均为母公司口径。2025-03 收购 DeepConverse（AI 客服/搜索），金额未公布。未找到可靠的一手 ARR 绝对值，故不写 rev。 卡片上不显示估值：$5.7B（投后（母公司，E 轮后无新估值））是 Workato 整家公司的数字。" }, { "name": "Tray.ai", "group": "t2", "url": "https://tray.ai", "hq": "旧金山", "founded": 2012, "desc": "企业集成与 AI 编排平台，带 agent 搭建和 MCP 网关", "valuation": { "v": "$600M+", "date": "2019-11", "kind": "报道（C 轮时，之后无新估值）", "src": "https://texxr.com/948240/tray-io-raises-50m-at-600m-valuation" }, "total_raised": "累计融资约 $149M（媒体口径，未找到一手汇总）", "funding": [ { "date": "2019-11", "round": "C 轮", "amount": "$50M", "lead": "Meritech Capital", "post": "$600M+ 投后（媒体报道）", "src": "https://texxr.com/948240/tray-io-raises-50m-at-600m-valuation" }, { "date": "2022-09", "round": "C 轮扩展", "amount": "$40M", "lead": "CPP Investments（新进）", "src": "https://tray.ai/company/news/funding-announcement" } ], "key_data": [ { "k": "2022 年收入同比增速", "v": "115%", "date": "2022-09", "src": "https://tray.ai/company/news/funding-announcement" } ], "customers": [ "IBM", "NetApp", "Zuora", "Apollo.io", "Auctane" ], "note": "2024 年由 Tray.io 改名 Tray.ai。2025-03 收购以色列公司 Vanti（金额据 Calcalist 为数千万美元，未官宣）。客户名单出自 Crustdata 简介。" }, { "name": "Speakeasy", "group": "t4", "url": "https://www.speakeasy.com", "hq": "旧金山", "founded": 2022, "desc": "从 OpenAPI 生成 SDK 和 MCP 服务，带企业 MCP 网关", "total_raised": "累计融资约 $23M（A 轮公司自报 + 种子轮聚合站）", "funding": [ { "date": "2023-05", "round": "种子轮", "amount": "$8M", "lead": "GV", "src": "https://www.startuphub.ai/startups/speakeasy" }, { "date": "2024-10", "round": "A 轮", "amount": "$15M", "lead": "FPV Ventures", "src": "https://www.speakeasy.com/blog/fundraising-series-a" } ], "key_data": [ { "k": "2024 年生成 SDK 数", "v": "7,250 个，近 3,000 用户", "date": "2024-10", "src": "https://www.speakeasy.com/blog/fundraising-series-a" } ], "customers": [ "Vercel", "Mistral AI", "Verizon" ], "note": "2025 年起做 Gram（MCP 服务构建），2026-03 发布 Speakeasy MCP Gateway，业务已从 SDK 扩到 agent 工具层。种子轮金额来自聚合站，仅作线索。" }, { "name": "Airweave", "group": "t1", "url": "https://airweave.ai", "hq": "旧金山（荷兰起家）", "founded": 2025, "desc": "把 SaaS 和数据库内容同步成 agent 可搜索的上下文", "total_raised": "累计融资约 $6M（种子轮）", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$6M", "lead": "FCVC", "src": "https://www.emerce.nl/nieuws/nederlands-airweave-haalt-zes-miljoen-verhuist-silicon-valley" } ], "key_data": [ { "k": "预置连接器", "v": "50+（第三方简介口径）", "date": "2026-08", "src": "https://faun.dev/company/airweave/" } ], "note": "YC X25。Lux Capital、Orange Collective、Shay Banon 等参投。据第三方页面称 2026-06 其公开 GitHub 仓库全部归档、托管服务仍在运营，未找到官方说明，口径需注意。Homebrew 文章标注 2026-06，但融资新闻时间为 2025-07，按后者。" }, { "name": "CopilotKit", "group": "f1", "url": "https://www.copilotkit.ai", "hq": "西雅图", "founded": 2023, "desc": "开源 agent 前端框架，主导 AG-UI 协议", "total_raised": "累计融资约 $27M（公司口径）", "funding": [ { "date": "2026-05", "round": "A 轮", "amount": "$20M（另含此前未公布种子 $7M，合计 $27M）", "lead": "Glilot Capital、NFX、SignalFire", "src": "https://www.geekwire.com/2026/seattles-copilotkit-raises-27m-as-some-of-the-biggest-names-in-tech-adopt-its-ai-agent-protocol/" } ], "key_data": [ { "k": "财富 500 强使用占比", "v": "过半（含开源使用）", "date": "2026-05", "src": "https://www.geekwire.com/2026/seattles-copilotkit-raises-27m-as-some-of-the-biggest-names-in-tech-adopt-its-ai-agent-protocol/" }, { "k": "AG-UI 协议采用方", "v": "Google、Microsoft、Amazon、Oracle", "date": "2026-05", "src": "https://www.geekwire.com/2026/seattles-copilotkit-raises-27m-as-some-of-the-biggest-names-in-tech-adopt-its-ai-agent-protocol/" }, { "k": "GitHub 星标", "v": "4 万+，每周安装量数百万（公司称）", "date": "2026-05", "src": "https://www.geekwire.com/2026/seattles-copilotkit-raises-27m-as-some-of-the-biggest-names-in-tech-adopt-its-ai-agent-protocol/" }, { "k": "团队规模", "v": "约 20 人", "date": "2026-05", "src": "https://www.geekwire.com/2026/seattles-copilotkit-raises-27m-as-some-of-the-biggest-names-in-tech-adopt-its-ai-agent-protocol/" } ], "customers": [ "Deutsche Telekom", "DocuSign", "Cisco", "S&P Global" ], "note": "原名 Tawkit Inc.。同时发布企业版 CopilotKit Enterprise Intelligence（可自托管）。" }, { "name": "AgentMail", "group": "t5", "url": "https://www.agentmail.to", "hq": "旧金山", "founded": 2025, "desc": "给 AI agent 用的邮箱 API，一次调用开一个能收发、分线程的独立收件箱", "total_raised": "累计融资约 $6M（种子轮）", "funding": [ { "date": "2026-03", "round": "种子轮", "amount": "$6M", "lead": "General Catalyst", "src": "https://www.agentmail.to/blog/agentmail-seed-launch" } ], "key_data": [], "note": "YC S25；Paul Graham、Dharmesh Shah（HubSpot CTO）等天使参投。2026 年未查到后续融资。" }, { "name": "Plastic Labs（Honcho）", "group": "m1", "url": "https://plasticlabs.ai", "hq": "纽约", "founded": 2023, "desc": "开源记忆层 Honcho，持续更新用户与 agent 画像", "total_raised": "累计融资约 $18.65M（CB Insights 口径，聚合站）", "funding": [ { "date": "2025-04", "round": "Pre-seed", "amount": "$5.35M", "lead": "Variant、White Star Capital、Betaworks", "src": "https://variant.fund/articles/investing-in-plastic-labs/" }, { "date": "2026-06", "round": "A 轮", "amount": "$13.3M", "lead": "未披露", "src": "https://www.cbinsights.com/company/plastic-labs/financials" } ], "key_data": [ { "k": "Honcho GitHub star 数", "v": "4,301", "date": "2026-05", "src": "https://www.altis.vc/research/company/plastic-labs" } ], "note": "A 轮 $13.3M 只见 CB Insights / Tracxn 等聚合站，未找到公司公告；另有 SEC Form D 报道称最高拟募 $15.4M（intelligence360），未核实是否为同一轮。总部各家资料有纽约、奥尔巴尼两种写法" }, { "name": "Crustdata", "group": "q1", "url": "https://crustdata.com", "hq": "旧金山", "founded": 2020, "desc": "给 agent 用的实时公司与人员数据 API", "revenue": { "v": "$4M+", "date": "2025-10", "kind": "公司自报（新闻稿称 7 个月内收入从 $770K 增至 $4M+）", "src": "https://crustdata.com/blog/crustdata-closes-6m-seed-round" }, "total_raised": "累计融资约 $6.5M（PitchBook 口径，含 YC 早期 $500K）", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$6M", "lead": "Y Combinator、A Capital", "src": "https://crustdata.com/blog/crustdata-closes-6m-seed-round" } ], "key_data": [], "customers": [ "Y Combinator", "agent.ai（HubSpot 创始人 Dharmesh Shah）", "MNTN" ], "note": "成立年份各资料不一（PitchBook、Dealroom 写 2020，Latka 写 2023），此处取 2020；Latka 的 $2.4M 收入与公司自报不符，未采用" }, { "name": "Channel3", "group": "q1", "url": "https://trychannel3.com", "hq": "纽约", "founded": 2025, "desc": "给 AI 购物 agent 查询的全网商品库 API，含商品、变体、商家报价", "total_raised": "累计融资 $6M（种子轮）", "funding": [ { "date": "2025-12", "round": "种子轮", "amount": "$6M", "lead": "Matrix", "src": "https://www.advfn.com/stock-market/stock-news/97413703/channel3-secures-6m-seed-funding-to-build-the-inf" } ], "key_data": [ { "k": "商品库规模", "v": "5,000 万+ 件商品", "date": "2025-12", "src": "https://mrweb.com/drno/news39182.htm" } ], "note": "创始人为 Alexander Schiff、George Lawrence" }, { "name": "Massive", "group": "q1", "url": "https://www.joinmassive.com", "hq": "特拉华州克莱蒙（注册地址）", "founded": 2018, "desc": "住宅代理网络，提供网页访问、渲染和搜索 API", "total_raised": "累计融资约 $12.5M（含 $1.5M pre-seed，据 2021 年公告）", "funding": [ { "date": "2021-11", "round": "种子轮", "amount": "$11M", "lead": "Point72 Ventures", "src": "https://hk.marketscreener.com/news/latest/Massive-Raises-11-Million-in-Seed-Funding-from-Point72-Ventures-to-Bring-a-New-Business-Model-to-th-37172184/" } ], "key_data": [ { "k": "网络规模", "v": "100 万+ 台已授权设备，195+ 国家", "date": "2026-10", "src": "https://docs.joinmassive.com/kb/general/what-is-a-massive-network.md" }, { "k": "官网自述指标", "v": "响应 <600ms，成功率 99.8%，SOC 2 Type 1", "date": "2026-10", "src": "https://www.joinmassive.com" } ], "customers": [ "Forage AI" ], "note": "2021 年融资时的产品是共享算力换付费，现已转为面向 AI 的网页访问网络；最近一轮仍是 2021 年；总部地址为公司注册地址" }, { "name": "Turnkey", "group": "p1", "url": "https://www.turnkey.com", "hq": "纽约", "founded": 2022, "desc": "钱包与密钥基础设施：非托管钱包、策略签名，可让 agent 受限地签交易", "total_raised": "累计融资超 $65M（公司口径）", "funding": [ { "date": "2024-04", "round": "A 轮", "amount": "$15M", "lead": "未核实", "src": "https://sacra.com/c/turnkey/" }, { "date": "2025-06", "round": "B 轮", "amount": "$30M", "lead": "报道不一（Sequoia / Bain Capital Crypto）", "src": "https://sacra.com/c/turnkey/" }, { "date": "2026-05", "round": "战略投资", "amount": "$12.5M", "lead": "Archetype、Circle Ventures", "src": "https://www.turnkey.com/blog/turnkey-strategic-investment-crypto-verifiable-compute" } ], "key_data": [], "customers": [ "Flutterwave", "World App（Tools for Humanity）", "Polymarket", "Anchorage Digital" ], "note": "B 轮领投方两个来源说法不同，未写死；成立年份取 PitchBook / Gate 的 2022；2026 年新一轮资金主要用于 Verifiable Cloud" }, { "name": "Privy", "group": "p1", "url": "https://privy.io", "hq": "纽约", "founded": 2021, "desc": "嵌入式钱包与签名 API，给应用和 agent 一键开链上钱包", "valuation": { "v": "$230M", "date": "2025-03", "kind": "报道（PitchBook 数据，被收购前最近估值）", "src": "https://www.nasdaq.com/articles/stripe-acquires-startup-privy-expand-bitcoin-strategy" }, "total_raised": "累计融资超 $40M", "funding": [ { "date": "2022", "round": "种子轮", "amount": "$8.3M", "lead": "Sequoia Capital、BlueYard", "src": "https://www.theblock.co/post/347110/privy-raises-15-million-usd-round-led-by-ribbit-capital-investment-in-web3-wallet-infrastructure-heats-up" }, { "date": "2023", "round": "A 轮", "amount": "$18M", "lead": "Paradigm", "src": "https://www.theblock.co/post/347110/privy-raises-15-million-usd-round-led-by-ribbit-capital-investment-in-web3-wallet-infrastructure-heats-up" }, { "date": "2025-03", "round": "追加融资", "amount": "$15M", "lead": "Ribbit Capital", "src": "https://finance.yahoo.com/news/exclusive-crypto-wallet-infrastructure-company-133000630.html" } ], "key_data": [ { "k": "账户数 / 开发团队", "v": "7,500 万+ 账户，1,000+ 团队", "date": "2025-06", "src": "https://www.siliconrepublic.com/business/stripe-privy-acquisition-crypto-wallet-infrastructure" } ], "customers": [ "OpenSea", "Hyperliquid", "Farcaster", "Toku", "Blackbird" ], "owner": "被 Stripe 收购，2025-06-11，金额未公布", "note": "收购后作为独立产品继续运营" }, { "name": "Lithic", "group": "p1", "url": "https://www.lithic.com", "hq": "纽约", "founded": 2014, "desc": "发卡 API：给开发者发虚拟卡与实体卡，可做 agent 专用受控虚拟卡", "valuation": { "v": "$800M", "date": "2021-07", "kind": "报道（Bloomberg，C 轮）", "src": "https://www.bloomberg.com/news/articles/2021-07-28/payments-startup-lithic-valued-at-800-million-with-stripes-bet" }, "total_raised": "累计融资约 $110M（Crunchbase 口径）", "funding": [ { "date": "2021-05", "round": "B 轮", "amount": "$43M", "lead": "未核实", "src": "https://news.crunchbase.com/briefing/briefing-7-29-21/" }, { "date": "2021-07", "round": "C 轮", "amount": "$60M", "lead": "Stripes", "post": "~$800M", "src": "https://www.bloomberg.com/news/articles/2021-07-28/payments-startup-lithic-valued-at-800-million-with-stripes-bet" } ], "key_data": [ { "k": "年处理交易额", "v": "超 $10 亿", "date": "2026-02", "src": "https://www.iheart.com/podcast/1333-not-another-podcast-320880948/episode/building-in-the-unsexy-how-bo-324637616/" } ], "customers": [ "Mercury", "Novo", "Parker" ], "note": "最近一轮仍是 2021 年；由 Privacy.com 转型而来；agent 虚拟卡属开发者生态里的用法（如 sardis-cards 等第三方集成），Lithic 官方有 agentic commerce 相关发言，未见独立 agent 产品线数字" }, { "name": "Merit Systems", "group": "p1", "url": "https://merit.systems", "founded": 2024, "desc": "x402 / MPP 协议维护方，做 agent 按次付费的发现与支付", "total_raised": "累计融资 $10M（种子轮）", "funding": [ { "date": "2025-01", "round": "种子轮", "amount": "$10M", "lead": "a16z crypto、Blockchain Capital", "src": "https://www.merit.systems/blog/fundraise" } ], "key_data": [ { "k": "x402 支付笔数", "v": "1,350 万笔", "date": "2026-07", "src": "https://merit.systems/authors/sam-ragsdale" } ], "note": "成立年份取 Gate 资料；1,350 万笔为 Merit 月报对整个 x402 生态的统计，不是 Merit 自己的交易量；创立时做开源贡献者资助，后转向 agent 支付" }, { "name": "Elastic（Elasticsearch 向量检索）", "group": "q1", "url": "https://www.elastic.co", "hq": "旧金山（荷兰注册）", "founded": 2012, "desc": "Elastic 的搜索与向量数据库产品线，给 agent 做检索和上下文工程", "total_raised": null, "funding": [], "key_data": [ { "k": "Elastic Cloud 全年收入（母公司）", "v": "$837M，占总收入 48%", "date": "2026-04", "src": "https://ir.elastic.co/News--Events/news/news-details/2026/Elastic-Reports-Fourth-Quarter-and-Fiscal-2026-Financial-Results/" }, { "k": "年合同额 >$10 万的客户数", "v": "1,720+", "date": "2026-04", "src": "https://www.nasdaq.com/articles/estc-q4-earnings-surpass-expectations-revenues-increase-y-y" } ], "owner": "NYSE 上市（ESTC）；2025-10 收购 Jina AI（已有 Jina 卡），金额未公布", "product_line_of": "Elastic", "note": "NYSE 上市公司，收入和数据是母公司口径，不是向量检索单项。2025-10 发布 Elastic Inference Service（GPU 推理），Jina 的嵌入和重排序模型接入其中。 卡片上不显示收入：$1.74B（母公司，FY2026 全年（截至 2026-04-30）收入）是 Elastic 整家公司的数字。" }, { "name": "Vespa.ai", "group": "q1", "url": "https://vespa.ai", "hq": "特隆赫姆（挪威）", "founded": 2023, "desc": "开源搜索与向量引擎加云服务，给大规模实时 RAG 和推荐用", "total_raised": "累计融资 $31M（A 轮）", "funding": [ { "date": "2023-11", "round": "A 轮", "amount": "$31M", "lead": "Blossom Capital", "src": "https://vespa.ai/2023-11-01-blossom-funding/" } ], "key_data": [ { "k": "Docker Hub 下载量", "v": "1,000 万+", "date": "2023-11", "src": "https://vespa.ai/2023-11-01-blossom-funding/" } ], "customers": [ "Spotify", "Yahoo", "Wix", "Vinted" ], "note": "founded 2023 是从 Yahoo 独立成公司的时间；引擎在 Yahoo 内部做了约 20 年，2017 年开源。Yahoo 独立后仍是客户。未找到可靠的收入和估值出处。" }, { "name": "FalkorDB", "group": "s3", "url": "https://www.falkordb.com", "hq": "特拉维夫", "founded": 2023, "desc": "低延迟图数据库，给 GraphRAG 和 agent 做知识图谱", "total_raised": "累计融资约 $10M（PitchBook）", "funding": [ { "date": "2024-06", "round": "种子轮", "amount": "$3M", "lead": "Angular Ventures", "src": "https://www.ice.co.il/finance/news/article/1015982" }, { "date": "2026-02", "round": "早期轮", "amount": "$7M", "lead": "未披露", "src": "https://pitchbook.com/profiles/company/561275-02" } ], "key_data": [], "note": "2026-02 的 $7M 只在 PitchBook 找到，没找到公司公告或媒体一手报道，请当线索。founded 各处写法不一（2021 / 2023），按 Crustdata 和 PitchBook 写 2023；CEO Guy Korland 来自 Redis，团队做过 RedisGraph。体量小，收录依据是 2026-02 这一轮 ≥$500 万，若要严格只认一手出处可去掉。" }, { "name": "MongoDB（Atlas Vector Search）", "group": "s3", "url": "https://www.mongodb.com", "hq": "纽约", "founded": 2007, "desc": "MongoDB 的向量搜索与 Voyage 嵌入，给 agent 做检索", "total_raised": null, "funding": [], "key_data": [ { "k": "FY2027 Q2 收入（母公司）", "v": "$772M，同比 +30%；Atlas 约 +29%", "date": "2026-08", "src": "https://www.nasdaq.com/articles/mongodb-q2-earnings-call-highlights" }, { "k": "客户数", "v": "70,600", "date": "2026-08", "src": "https://www.nasdaq.com/articles/mongodb-q2-earnings-call-highlights" } ], "owner": "NASDAQ 上市（MDB）；2025-02 收购 Voyage AI（已有卡），约 $2.2 亿（Bloomberg 报道）", "product_line_of": "MongoDB", "note": "上市公司，收入和客户数是母公司口径，向量搜索单项未单独披露。Voyage 客户数连续两个季度环比翻倍（公司自报，2026-08）。 卡片上不显示收入：$2.46B（母公司，FY2026 全年（截至 2026-01-31）收入）是 MongoDB 整家公司的数字。" }, { "name": "deepset（Haystack）", "group": "c4", "url": "https://www.deepset.ai", "hq": "柏林", "founded": 2018, "desc": "开源 RAG 与 agent 框架 Haystack 加企业平台", "total_raised": "累计融资约 $46M（VentureBeat 报道）", "funding": [ { "date": "2022-04", "round": "A 轮", "amount": "$14M", "lead": "GV", "src": "https://theagenttimes.com/agents/article/haystack-the-24k-star-orchestration-framework-that-airbus-and-the-economist-already-trust" }, { "date": "2023-08", "round": "B 轮", "amount": "$30M", "lead": "Balderton Capital", "src": "https://www.deepset.ai/news/funding-announcement-balderton-capital" } ], "key_data": [ { "k": "Haystack GitHub 星标", "v": "约 2.4 万", "date": "2026-09", "src": "https://theagenttimes.com/agents/article/haystack-the-24k-star-orchestration-framework-that-airbus-and-the-economist-already-trust" } ], "customers": [ "Airbus", "The Economist", "NVIDIA", "Intel" ], "note": "未找到收入和估值出处。2026-06 与 HPE、Celonis 宣布合作，2026-09 与 Materna 合作，主打主权 AI、本地部署。A 轮出处是第三方文章，B 轮为公司公告。" }, { "name": "Datavolo", "group": "c4", "url": "https://datavolo.io", "hq": "远程（无总部）", "founded": 2023, "desc": "基于 Apache NiFi 的多模态数据管道，给 AI 应用摄取非结构化数据", "total_raised": "累计融资约 $21M", "funding": [ { "date": "2024-04", "round": "种子轮加 A 轮合计", "amount": "$21M+", "lead": "General Catalyst", "src": "https://datavolo.io/2024/04/datavolo-announces-over-21m-in-funding/" } ], "key_data": [ { "k": "收购宣布", "v": "2024-11-20，Snowflake 发新闻稿", "date": "2024-11", "src": "https://www.snowflake.com/en/news/press-releases/snowflake-agrees-to-acquire-open-data-integration-platform-datavolo/" } ], "owner": "被 Snowflake 收购，2024-11 宣布，金额未公布", "note": "收购后产品并入 Snowflake Openflow（基于 NiFi）。创始人 Joe Witt 是 NiFi 的创造者。" }, { "name": "Cube", "group": "c2", "url": "https://cube.dev", "hq": "旧金山", "founded": 2019, "desc": "开源通用语义层加云服务，给 BI、嵌入式分析和 AI agent 提供统一指标", "total_raised": "累计融资约 $48M（公司口径）", "funding": [ { "date": "2020-09", "round": "种子轮", "amount": "$6.2M", "lead": "Bain Capital Ventures", "src": "https://7wdata.be/company/cube/" }, { "date": "2021-07", "round": "A 轮", "amount": "$15.5M", "lead": "未披露", "src": "https://parsers.vc/startup/cube.dev/" }, { "date": "2024-06", "round": "B 轮", "amount": "$25M", "lead": "Databricks Ventures", "src": "https://www.dbta.com/Editorial/News-Flashes/Cube-Raises-25M-to-Supercharge-the-Universal-Semantic-Layer-Backed-by-Databricks-164448.aspx" } ], "key_data": [ { "k": "基于 Cube 的 SaaS 公司", "v": "100+（含 Brex、Webflow）", "date": "2026", "src": "https://www.linkedin.com/posts/keydunov_adding-an-ai-agent-is-the-easy-part-making-activity-7470853285520900097-vElG" } ], "customers": [ "Brex", "Webflow", "Drata", "Intuit" ], "note": "种子轮和 A 轮金额只有聚合站出处，B 轮和累计为公司公告 / 行业媒体。未找到收入和估值出处。2026 年发布 Embedded Agentic Analytics。" }, { "name": "dbt Labs", "group": "c2", "url": "https://www.getdbt.com", "hq": "费城", "founded": 2016, "desc": "dbt 数据转换与语义层 / MCP，给数据团队和 agent 提供受治理的数据", "valuation": { "v": "$4.2B", "date": "2022-02", "kind": "D 轮投后（合并前最后估值）", "src": "https://www.reuters.com/business/a16z-backed-data-firms-fivetran-dbt-labs-merge-all-stock-deal-2025-10-13/" }, "revenue": { "v": "~$600M", "date": "2025-10", "kind": "合并后 Fivetran + dbt Labs 合计 ARR（公司自报，接近值）", "src": "https://www.getdbt.com/blog/dbt-labs-and-fivetran-merge-announcement" }, "total_raised": null, "funding": [ { "date": "2022-02", "round": "D 轮", "amount": "$222M", "post": "$4.2B 投后", "src": "https://www.reuters.com/business/a16z-backed-data-firms-fivetran-dbt-labs-merge-all-stock-deal-2025-10-13/" } ], "key_data": [ { "k": "服务的数据团队", "v": "10 万+（合并后）", "date": "2026-06", "src": "https://www.fivetran.com/press/fivetran-dbt-labs-complete-merger-to-create-the-data-infrastructure-for-trusted-ai-agents" } ], "customers": [ "OpenAI", "Zendesk", "Coupa", "HubSpot" ], "owner": "与 Fivetran 全股票合并，2025-10 宣布，2026-06-01 完成；合并后暂称 Fivetran + dbt Labs，金额未公布", "note": "收入是合并后总额，不是 dbt 单家。dbt Core v2.0 于 2026-06-01 以 Apache 2.0 开源 Fusion 引擎，并发布 Agents Schema。Fivetran 以 CEO George Fraser 领导，Tristan Handy 任 President。" }, { "name": "LiveKit", "group": "v1", "url": "https://livekit.com", "hq": "旧金山", "founded": 2021, "desc": "开源实时音视频网络加 Agents 框架，给开发者搭语音 / 视频 agent", "valuation": { "v": "$1B", "date": "2026-01", "kind": "C 轮投后（公司自报）", "src": "https://livekit.com/blog/livekit-series-c" }, "revenue": { "v": "$10M", "date": "2025", "kind": "聚合站估算", "src": "https://www.cbinsights.com/company/livekit/financials" }, "total_raised": "累计融资约 $183M（媒体口径）", "funding": [ { "date": "2021-12", "round": "种子轮", "amount": "$7M", "lead": "Redpoint Ventures", "src": "https://en.wikipedia.org/wiki/LiveKit" }, { "date": "2024-06", "round": "A 轮", "amount": "$22M", "lead": "Altimeter Capital", "src": "https://en.wikipedia.org/wiki/LiveKit" }, { "date": "2025-04", "round": "B 轮", "amount": "$45M", "lead": "Altimeter Capital", "post": "$345M 投后", "src": "https://www.finsmes.com/2025/04/livekit-raises-45m-in-series-b-at-a-345m-valuation.html" }, { "date": "2026-01", "round": "C 轮", "amount": "$100M", "lead": "Index Ventures", "post": "$10 亿投后", "src": "https://livekit.com/blog/livekit-series-c" } ], "key_data": [ { "k": "开发者和团队数", "v": "20 万+", "date": "2026-01", "src": "https://www.pymnts.com/news/investment-tracker/2026/livekit-raises-100-million-dollars-voice-ai-developer-platform/" }, { "k": "每年通话数", "v": "30 亿+", "date": "2025-04", "src": "https://livekit.com/blog/livekits-series-b" } ], "customers": [ "OpenAI（ChatGPT 语音）", "Salesforce", "Tesla", "xAI" ], "note": "收入只有 CB Insights 一条聚合站数字，公司未公布，请当线索。" }, { "name": "Daily（Pipecat）", "group": "v1", "url": "https://www.daily.co", "hq": "旧金山", "founded": 2016, "desc": "实时音视频 API 加开源语音 agent 框架 Pipecat", "total_raised": "累计融资约 $60M（公司口径，截至 2021-11）", "funding": [ { "date": "2021-11", "round": "B 轮", "amount": "$40M", "lead": "Renegade Partners", "src": "https://www.daily.co/blog/announcing-our-40m-series-b/" } ], "key_data": [ { "k": "Pipecat Cloud 公测期团队数", "v": "1,000+ 个团队（9 个月公测）", "date": "2026", "src": "https://ai.engineer/orgs/daily" } ], "note": "2021-11 之后没找到新一轮公开融资。B 轮领投方以公司公告为准（Renegade Partners），个别第三方文章写法不同。Pipecat 为 Daily 孵化的开源项目，Pipecat Cloud 为托管部署。未找到可靠的收入和估值出处。" }, { "name": "Vapi", "group": "v1", "url": "https://vapi.ai", "hq": "旧金山", "founded": 2023, "desc": "语音 agent 开发平台，按分钟收费，把语音识别、大模型、合成和电话接到一起", "valuation": { "v": "~$500M", "date": "2026-05", "kind": "报道（TechCrunch 引知情人，公司未确认）", "src": "https://techcrunch.com/2026/05/12/vapi-hits-500m-valuation-as-amazon-ring-chose-its-ai-platform-over-40-rivals/" }, "total_raised": "累计融资约 $72M（媒体口径）", "funding": [ { "date": "2024-12", "round": "A 轮", "amount": "$20M", "lead": "Bessemer Venture Partners", "src": "https://www.cbinsights.com/company/superpowered-1/financials" }, { "date": "2026-05", "round": "B 轮", "amount": "$50M", "lead": "Peak XV Partners", "post": "约 $5 亿投后", "src": "https://techcrunch.com/2026/05/12/vapi-hits-500m-valuation-as-amazon-ring-chose-its-ai-platform-over-40-rivals/" } ], "key_data": [ { "k": "累计通话数", "v": "10 亿+（公司自报）", "date": "2026-05", "src": "https://www.linkedin.com/posts/the-tech-buzz_50m-raised-vapi-has-closed-a-50-million-activity-7462157764711268352-ezEw" } ], "customers": [ "Amazon Ring（100% 来电走 Vapi）" ], "note": "A 轮日期和金额来自 CB Insights，未找到公司公告。公司没公布收入或 ARR，只说企业收入自 2025 年初增长约 10 倍；第三方估算差异很大，所以不写 rev。" }, { "name": "beehiiv", "group": "n1", "url": "https://www.beehiiv.com", "hq": "纽约", "founded": 2021, "desc": "Morning Brew 前员工做的新闻通讯平台，按月收固定订阅费、不抽成，自带广告网络；已上线官方 MCP 和站内 AI 助手", "revenue": { "v": "$50M（2026 年全年收入预期，约为 2025 年的近两倍）", "date": "2026-01", "kind": "公司自报（CEO Tyler Denk 对路透社）", "src": "https://money.usnews.com/investing/news/articles/2026-01-20/substack-challenger-beehiiv-expects-revenue-to-nearly-double-on-newsletter-boom" }, "total_raised": "累计融资 $46.5M（TechCrunch）", "funding": [ { "date": "2023-06", "round": "A 轮", "amount": "$12.5M", "lead": "Lightspeed Venture Partners", "src": "https://techcrunch.com/2024/04/30/beehiiv-newsletters/" }, { "date": "2024-04", "round": "B 轮", "amount": "$33M", "lead": "NEA（Sapphire Sport、Lightspeed 跟投）", "post": "未披露（TechCrunch 明确写公司未公布估值）", "src": "https://techcrunch.com/2024/04/30/beehiiv-newsletters/" } ], "key_data": [ { "k": "月活用户 / 付费订阅用户", "v": "月活 4 万+，其中付费约 1.5 万", "date": "2026-01", "src": "https://money.usnews.com/investing/news/articles/2026-01-20/substack-challenger-beehiiv-expects-revenue-to-nearly-double-on-newsletter-boom" }, { "k": "广告网络每月付给出版方", "v": "100 万美元以上", "date": "2026-03", "src": "https://www.emarketer.com/content/beehiiv-doubles-ad-sales-team-newsletter-monetization-heats-up" }, { "k": "月发送邮件量", "v": "20 亿封以上", "date": "2024-11", "src": "https://www.beehiiv.com/blog/the-beehiiv-story-chapter-3" }, { "k": "创作者经平台直接赚到的钱（累计）", "v": "1,300 万美元以上（仅计 beehiiv 内变现功能）", "date": "2024-11", "src": "https://www.beehiiv.com/blog/the-beehiiv-story-chapter-3" }, { "k": "AI / agent 产品", "v": "站内 beehiiv Agent（带记忆和子 agent）；官方 MCP v2 对所有用户开放，覆盖播客、自动化、分群、变现数据等；GitHub 官方仓库 beehiiv/agents 提供 Claude Code、Cursor、Codex、Gemini CLI 插件。发布和发送仍须人点按钮", "date": "2026-09", "src": "https://product.beehiiv.com/p/paid-recs-beehiiv-ai-and-more" }, { "k": "MCP v2 上线", "v": "2026-04-29 对所有用户开放，无需付费套餐；写权限 2026-06-16 起开放给所有付费套餐", "date": "2026-04", "src": "https://product.beehiiv.com/p/beehiiv-mcp-v2" } ], "customers": [ "Arnold Schwarzenegger", "Colin and Samir", "Boston Globe Media", "Brex" ], "note": "Will 点名要加。估值公司未公布；聚合站有 1.65 亿和 2.25 亿美元两种说法，口径冲突，不采用。收入：Sacra 估算 2025 年中约 $30M ARR，属估算未采用；CEO 在 LinkedIn 自述 2026 年第一季度新增近 $4.5M ARR、进度快于 $50M 目标；同一帖称 2025 年有投资人希望探索出售（原话为 some of our investors wanted us to explore a sale），最终没有出售。另有 Wefunder 众筹页（2026-08）显示 889 位投资人合计募得约 $100.9 万，属 B 轮留给用户的 $100 万额度的延续，不单列一轮。" }, { "name": "Substack", "group": "n1", "url": "https://substack.com", "hq": "旧金山", "founded": 2017, "desc": "付费新闻通讯平台，抽 10% 订阅收入，已扩展到播客和视频", "valuation": { "v": "$11 亿", "date": "2025-07", "kind": "媒体报道（C 轮投后，公司公告）", "src": "https://variety.com/2025/biz/news/substack-raises-100-million-chernin-group-skims-investors-1236463721/" }, "revenue": { "v": "约 $45M（年收入）", "date": "2025-07", "kind": "聚合站估算（未找到公司披露的收入）", "src": "https://blog2video.app/blogs/how-much-is-substack-worth/" }, "total_raised": "累计融资约 $200M（CB Insights 聚合站，$200.23M）", "funding": [ { "date": "2019-07", "round": "A 轮", "amount": "$15.3M", "lead": "Andreessen Horowitz", "src": "https://parsers.vc/startup/substack.com/" }, { "date": "2021-03", "round": "B 轮", "amount": "$65M", "lead": "Andreessen Horowitz", "post": "$650M 投后", "src": "https://www.cbinsights.com/company/substack/financials" }, { "date": "2025-07", "round": "C 轮", "amount": "$100M", "lead": "BOND、The Chernin Group 联合领投（a16z 跟投）", "post": "$11 亿投后", "src": "https://variety.com/2025/biz/news/substack-raises-100-million-chernin-group-skims-investors-1236463721/" } ], "key_data": [ { "k": "付费订阅数", "v": "500 万+（2023 年为 200 万）", "date": "2025-03", "src": "https://variety.com/2025/biz/news/substack-raises-100-million-chernin-group-skims-investors-1236463721/" }, { "k": "有收入的出版方", "v": "5 万+，前十名合计年收入 4,000 万美元以上", "date": "2025-05", "src": "https://www.emerce.nl/nieuws/substack-vijf-miljoen-betalende-abonnees-per-maand" }, { "k": "平台抽成", "v": "订阅收入的 10%", "date": "2025-05", "src": "https://www.emerce.nl/nieuws/substack-vijf-miljoen-betalende-abonnees-per-maand" }, { "k": "AI / agent 相关", "v": "CEO Chris Best 在 2026 年 5 月下旬的一场现场活动上被问到并确认在做 MCP 服务器，未给上线日期（第三方转述，官方未发公告）", "date": "2026-06", "src": "https://substack.com/@tculpan/note/c-269284452" } ], "customers": [ "Heather Cox Richardson", "Robert Reich", "The Bulwark", "MeidasTouch" ], "note": "创作者累计到手金额（2025 年约 4.5 亿、年付出 6 亿等说法）只有聚合站出处，没有公司一手来源，故不写。官方 MCP 截至查询时未查到发布。" }, { "name": "Ghost", "group": "n1", "url": "https://ghost.org", "hq": "新加坡（非营利基金会注册地，团队全员远程）", "founded": 2013, "desc": "开源出版与会员订阅平台，由非营利基金会运营，不抽成，靠托管服务收费", "revenue": { "v": "约 $1,110 万 ARR（官网实时公开，30,579 个客户）", "date": "2026-09", "kind": "公司自报（官网 About 页实时财务面板）", "src": "https://ghost.org/about/" }, "total_raised": "无外部投资；2013 年 Kickstarter 众筹启动，之后靠 Ghost(Pro) 托管收入自养（官网称章程规定公司不能被收购或出售）", "funding": [], "key_data": [ { "k": "累计创造的收入", "v": "1.36 亿美元以上：托管服务收入 3,600 万 + 独立出版方平台收入 1 亿", "date": "2025-08", "src": "https://www.linkedin.com/posts/activity-7363256233866194944-SVUi" }, { "k": "开源软件安装量", "v": "1 亿次以上", "date": "2026-07", "src": "https://yespress.io/ghost" }, { "k": "ARR 变化", "v": "Ghost 6.0 发布时约 $850 万（2025-08），一年后约 $1,100 万", "date": "2026-08", "src": "https://saastracker.org/products/ghost" } ], "customers": [], "owner": "非营利基金会，无股东，创始人 John O'Nolan 与 Hannah Wolfe 不持股", "note": "不属于融资够格公司，因属同类平台且主动披露财务而收录，可在图谱里标为无融资。Ghost 6.0 原生支持 ActivityPub（联邦宇宙）。未查到官方 MCP 或 agent 产品，不写。" }, { "name": "Kit（原 ConvertKit）", "group": "n1", "url": "https://kit.com", "hq": "爱达荷州博伊西（创始人所在地，团队远程）", "founded": 2013, "desc": "面向创作者的邮件营销与变现平台，2024 年由 ConvertKit 改名为 Kit", "revenue": { "v": "5,500 万美元以上（年收入）", "date": "2026-10", "kind": "公司自报（CEO Nathan Barry 在 LinkedIn 自述）", "src": "https://www.linkedin.com/posts/nathanbarry_i-graduated-high-school-at-15-and-dropped-activity-7515444959295188992-D7OI" }, "total_raised": "无外部融资（创始人称自筹、盈利）", "funding": [], "key_data": [ { "k": "官方 MCP", "v": "付费套餐提供 Kit MCP，对应 v4 API，工具 65+；发送广播、删除序列、退订订阅者等高风险操作只返回确认链接，需在 Kit 里点确认才执行", "date": "2026-10", "src": "https://brew.new/blog/esp-mcp-servers-compared" } ], "customers": [], "note": "收入出处是创始人个人领英帖。2026 年早些时候的说法（4,500 万、5,000 万）均来自二手站，口径不一，不采用。其他站曾称 Kit 未发布官方 MCP，与 brew.new 冲突，这里按较新的 10 月测评写。" }, { "name": "Patreon", "group": "n1", "url": "https://www.patreon.com", "hq": "旧金山", "founded": 2013, "desc": "创作者会员订阅平台，粉丝按月付费支持创作者", "valuation": { "v": "$40 亿（2021 年 F 轮投后，之后未见新一轮估值）", "date": "2021-04", "kind": "媒体报道", "src": "https://economictimes.indiatimes.com/topic/patreon-valuation" }, "revenue": { "v": "约 $1.79 亿（2025 年收入，同比增 28%）", "date": "2025-12", "kind": "聚合站估算（Sacra 等；公司未披露收入）", "src": "https://fanvault.shop/blog/patreon-layoffs-20-percent-93-employees-jack-conte-ai-restructuring-july-2026" }, "total_raised": "累计融资未找到一手出处；二手站称约 $4.1 亿，不采用", "funding": [ { "date": "2017-09", "round": "融资（轮次未标明）", "amount": "$60M", "lead": "未查到", "post": "$4.5 亿估值（TechCrunch 报道）", "src": "https://techio.co/patreon-buys-memberful-but-keeps-it-indie-as-patronage-consolidates/" }, { "date": "2021-04", "round": "F 轮", "amount": "$155M", "lead": "Tiger Global Management", "post": "$40 亿投后", "src": "https://musically.com/category/news/page/812/" } ], "key_data": [ { "k": "创作者累计收入", "v": "100 亿美元以上（自 2013 年）", "date": "2025-08", "src": "https://www.netinfluencer.com/patreon-surpasses-10-billion-in-creator-payments/" }, { "k": "每年流向创作者的金额", "v": "20 亿美元以上（CEO Jack Conte 对 Axios）", "date": "2025-08", "src": "https://www.netinfluencer.com/patreon-surpasses-10-billion-in-creator-payments/" }, { "k": "付费会员数 / 创作者数", "v": "付费会员 2,500 万+，创作者 30 万+，另有 1 亿免费会员", "date": "2025-08", "src": "https://www.netinfluencer.com/patreon-surpasses-10-billion-in-creator-payments/" }, { "k": "裁员", "v": "2026-07-23 裁员 93 人，约占 20%，为公司历史最大一次", "date": "2026-07", "src": "https://www.hypebot.com/patreons-direct-to-fan-business-is-growing-its-workforce-is-shrinking/" } ], "customers": [], "owner": "独立公司，CEO Jack Conte；2018 年收购 Memberful（见 Memberful 卡）", "note": "与 AI 或 agent 相关的官方产品未查到，不写。Patreon 官方 API 有第三方包装的 MCP，非官方，不写入。" }, { "name": "Memberful", "group": "n1", "url": "https://memberful.com", "hq": "未查到", "founded": 2013, "desc": "白标会员订阅工具，创作者在自己网站上收费，保留自己的 Stripe 账户和订阅者数据", "total_raised": "被收购前的融资未查到；收购价未披露", "funding": [], "key_data": [ { "k": "被收购时规模", "v": "团队 7 人，付费客户约 500 家", "date": "2018-08", "src": "https://techcrunch.com/2018/08/08/patronage-empire/" } ], "customers": [ "Stratechery" ], "owner": "Patreon（2018-08 收购，条款未披露，作为独立品牌运营）", "note": "已被 Patreon 收购，不单独融资。之后的收入、用户数没有查到公开数据。未查到 AI 或 agent 相关产品。" }, { "name": "Buttondown", "group": "n1", "url": "https://buttondown.com", "hq": "未查到", "founded": 2017, "desc": "Markdown 优先的新闻通讯工具，一人创办，自筹盈利，面向写作者和开发者", "revenue": { "v": "年化收入超过 100 万美元（月收入 8.3 万美元以上）", "date": "2026-09", "kind": "公司自报（创始人 Justin Duke 在 Indie Hackers 访谈，二手站转述）", "src": "https://spring4all.com/archives/buttondown-1m-arr-side-project-case" }, "total_raised": "无外部融资（创始人称自筹盈利）", "funding": [], "key_data": [ { "k": "历史收入", "v": "月收入 7.5 万美元（2023-05，创始人最后一次公开的数字，此后曾停止披露）", "date": "2023-05", "src": "https://startupfounderstories.com/stories/justin-duke-buttondown-newsletter" }, { "k": "AI 获客", "v": "创始人称来自大模型推荐的客户在增加，并提到 Claude 会推荐 Buttondown", "date": "2026-10", "src": "https://productwatch.io/blogs/how-buttondown-reached-1m-arr-and-became-an-ai-recommended-newsletter-platform" } ], "customers": [], "note": "两处收入数字前后不一致（月收入 7.5 万对应年化 90 万，与 100 万以上并不矛盾，但 2023 与 2026 之间的增长没有逐年数据）。官方 MCP 未查到，只有第三方开源的 buttondown-mcp。" }, { "name": "Mailchimp", "group": "n1", "url": "https://mailchimp.com", "hq": "亚特兰大", "founded": 2001, "desc": "老牌邮件营销平台，2021 年被 Intuit 收购，现为其 Global Business Solutions 下的产品线", "valuation": { "v": "$120 亿（2021 年收购价）", "date": "2021-09", "kind": "媒体报道（收购价）", "src": "https://www.saastr.com/how-mailchimp-went-from-1b-arr-and-20-growth-to-shrinking-inside-intuit/" }, "revenue": { "v": "约 $10.6 亿 ARR（2022 财年第四季度，Intuit 唯一一次披露）；此后同比下滑", "date": "2022-07", "kind": "媒体报道（SaaStr 引述 Intuit 披露）", "src": "https://www.saastr.com/how-mailchimp-went-from-1b-arr-and-20-growth-to-shrinking-inside-intuit/" }, "total_raised": "被收购前未融资；2021 年被 Intuit 以约 $120 亿收购", "funding": [], "key_data": [ { "k": "2027 财年预期增速", "v": "-1% 到 0%；自 2027 财年起 Intuit 将 Mailchimp 作为单独业务分部披露", "date": "2026-08", "src": "https://enterprisesoftwareexpress.com/intuits-next-act-gets-harder-as-growth-slows-across-key-businesses/" }, { "k": "裁员", "v": "Intuit 披露裁员 17%（约 3,100 人），称与 Mailchimp 调整相关，重组费用约 $3 亿", "date": "2026-05", "src": "https://orm-tech.com/news/20260810-intuit-reports-mailchimp-revenue-decline-in-q3-fy26/" }, { "k": "AI / agent 产品", "v": "2026-05-18 上线 Claude 连接器，此前已有 ChatGPT 应用，限 Standard 及以上套餐；官方 MCP 服务器只覆盖 Mandrill 事务邮件（9 个工具），营销 API 没有官方 MCP", "date": "2026-09", "src": "https://growthmethod.com/mailchimp-mcp-server/" } ], "customers": [], "owner": "Intuit（2021 年收购）", "product_line_of": "Intuit", "note": "Intuit 产品线。Intuit 称 Mailchimp 收入同比下滑；收入数字只有 2022 财年那一次一手披露，其后未再披露具体金额。" }, { "name": "Loops", "group": "n1", "url": "https://loops.so", "hq": "未查到", "founded": 2022, "desc": "面向 SaaS 公司的邮件平台，事件触发的自动化邮件加广播和事务邮件（YC W22）", "total_raised": "累计融资 $3.2M（公司公告）；创始人在 2025 年播客里说过没有做 A 轮", "funding": [ { "date": "2023-09", "round": "种子轮", "amount": "$3.2M", "lead": "Craft Ventures", "src": "https://loops.so/changelog/loops-launches-today" } ], "key_data": [ { "k": "官方 MCP", "v": "有；可管理联系人、列表、事件、活动、工作流、内容，并发送已发布的事务邮件；2026-08-12 起工作流写入带版本号，被他人改过会被拒绝", "date": "2026-10", "src": "https://brew.new/blog/esp-mcp-servers-compared" } ], "customers": [], "note": "未达 A 轮门槛，因名单点名而收录。注意同名的另一家 Loops（旧金山的 AI 电商公司，2026-10 种子轮 $350 万）是完全不同的公司，勿混。有聚合站称这家邮件 Loops 累计融资 $1,300 万，与公司公告的 $3.2M 冲突，不采用。收入、用户数未查到。" }, { "name": "Resend", "group": "n1", "url": "https://resend.com", "hq": "旧金山", "founded": 2023, "desc": "面向开发者的邮件 API，发事务邮件和营销邮件，自家开源 React Email 模板库", "revenue": { "v": "约 $500 万 ARR（2024 年 6 月）；2025 年收入增长 5 倍，估算约 $2,500 万 ARR（推算值）", "date": "2025-12", "kind": "聚合站估算（公司未披露收入）", "src": "https://www.openaitoolshub.org/ai-product-research/resend" }, "total_raised": "累计融资 $21.5M（CB Insights、PitchBook）", "funding": [ { "date": "2023-07", "round": "种子轮", "amount": "$3M", "lead": "Y Combinator、SV Angel", "src": "https://matcha.fm/company/resend" }, { "date": "2024-12", "round": "A 轮", "amount": "$18M", "lead": "Andreessen Horowitz", "src": "https://resend.com/blog/series-a" } ], "key_data": [ { "k": "开发者注册数", "v": "20 万+（2024-12，A 轮公告）；100 万（2025 年底）；300 万（2026 年 6 月）", "date": "2026-06", "src": "https://resend.com/blog/series-a" }, { "k": "付费客户数", "v": "约 9.2 万", "date": "2026-06", "src": "https://www.altis.vc/research/company/resend" }, { "k": "发送量", "v": "每天数千万封（2025-12 公司自述）", "date": "2025-12", "src": "https://www.openaitoolshub.org/ai-product-research/resend" }, { "k": "AI / agent 产品", "v": "2026-04 发布官方 MCP 服务器（托管版带 OAuth），覆盖邮件、联系人、群发、域名、Webhook、收件等 10 组工具；另有 CLI 和 Resend Skills。可收件，agent 能读入站邮件", "date": "2026-04", "src": "https://resend.com/changelog/mcp" }, { "k": "大模型带来的获客", "v": "CB Insights 称创始人发现，用户问 ChatGPT 或 Claude 怎么发邮件时，模型常默认推荐 Resend，ChatGPT 成为前三大客户转化渠道之一", "date": "2026-02", "src": "https://www.cbinsights.com/company/resend" } ], "customers": [ "Warner Bros", "Decathlon", "Raycast", "Braintrust" ], "note": "更适合 agent 工具类而非内容订阅类：它是开发者邮件 API，有官方 MCP、CLI、Skills，能让 agent 发信和收信，被大模型默认推荐；和 Substack、beehiiv 这类面向创作者的订阅平台用户不同。估值未查到。" }, { "name": "QVeris", "group": "t1", "url": "https://qveris.ai", "hq": "北京（工商主体北京盈思万象科技有限公司，天眼查信息）", "founded": 2025, "desc": "给 AI agent 发现并调用专业数据服务和工具的能力路由网络：先免费 Discover，再 Inspect、Call，提供 MCP、CLI、SDK 和 REST API", "valuation": null, "revenue": { "v": "数百万元人民币（年收入）", "date": "2026-01", "kind": "公司自报（创始人对媒体口述，微信公众号转载）；3 月官网博客写作“several million RMB”", "src": "http://mp.weixin.qq.com/s?__biz=Mzk2NDU4ODA5MQ==&mid=2247485883&idx=1&sn=e89d0c4539f518026ec8f29bdb57a7aa" }, "total_raised": "未披露（仅见种子轮近千万元人民币）", "funding": [ { "date": "2026-01", "round": "种子轮", "amount": "近千万元人民币", "lead": "未披露", "post": "未披露", "src": "http://www.163.com/dy/article/KIH4CBOP0519QIKK.html" } ], "key_data": [ { "k": "接入能力数", "v": "10,000+ 项能力（API、数据源、工具）", "date": "2026-05", "src": "https://shipstry.com/products/qveris-ai/snoqFk7Pnv" }, { "k": "GitHub 星数", "v": "262（qveris-agent-toolkit，25 forks）", "date": "2026-10", "src": "https://github.com/QVerisAI/qveris-agent-toolkit" }, { "k": "MCP 支持", "v": "官方托管 MCP 服务 mcp.qveris.ai/mcp；另有 CLI、Python/TS SDK、REST API，已上 Cursor 市场插件和 Gemini CLI 扩展", "date": "2026-10", "src": "https://github.com/QVerisAI/qveris-agent-toolkit" }, { "k": "定价", "v": "Free 1,000 次试用额度；Pro $19/10,000 额度；Discover 免费", "date": "2026-10", "src": "https://qveris.ai" } ], "customers": [], "owner": "独立公司", "chinese_team": { "lv": "founder", "who": "创始人兼 CEO 王林芳，清华大学电子工程系本硕，曾任 Liblib AI CTO，此前在微软 Bing、Opera、京东任职", "why": "创始人履历见官方博客与媒体报道；工商主体在北京", "src": "https://www.qveris.ai/blog/former-liblib-cto-agent-infra", "o": "cn" }, "note": "公开客户查不到名字：创始人只说合作方包括“知名通用 Agent 开发商”和多家金融科技 Agent 公司，未点名，故留空。融资领投方未披露。HQ 北京依据天眼查实体（法定代表人王林芳）与创始人履历，官网未写总部。成立时间 2025-06 来自官网博客；天眼查显示该主体注册于 2023 年，口径不同。分类意见：g=t1 合适；官网还强调能力的排序、回退和按次计费，也接近“能力路由/搜索”，但仍属给 agent 接外部数据和工具，保留 t1。创始人自称要做“Agent 生态的 Google”（中立索引与分发层）。数据类别以金融为主，官网说明 Capability Map 目前只描述金融覆盖。" }, { "name": "Busabase", "group": "s3", "url": "https://busabase.com", "hq": "香港 / 旧金山（创始人 GitHub 主页写“Hong Kong ↔ San Francisco”；公司总部官方未写明）", "founded": 2026, "desc": "给 AI agent 用的开源数据库和工作区（自称 system of record）：agent 的写入以变更请求形式进入数据表、文档、技能库和应用库，可经人审再合并，MIT 开源、可本机或自托管", "valuation": null, "revenue": null, "total_raised": "未披露（Tracxn 标注为未融资公司，聚合站口径）", "funding": [], "key_data": [ { "k": "GitHub 星数", "v": "557（busabase/busabase，49 forks）", "date": "2026-10", "src": "https://github.com/busabase/busabase" }, { "k": "开源协议与发布时间", "v": "MIT；仓库创建于 2026-06-23，当前版本 v0.98.0", "date": "2026-10", "src": "https://github.com/busabase/busabase" }, { "k": "可接入的外部 agent", "v": "40+ 个，通过 Agent Skill、MCP、OpenAPI、CLI 接入（官网称）", "date": "2026-10", "src": "https://busabase.com" }, { "k": "Product Hunt", "v": "250+ 票（发布期）", "date": "2026-10", "src": "https://coding4food.com/en/post/busabase-shared-workspace-and-system-of-record-for-ai-agents" }, { "k": "定价", "v": "免费版 $0；Plus $10/席/月；Pro $20/席/月（均年付）", "date": "2026-10", "src": "https://busabase.com" } ], "customers": [], "owner": "独立公司", "chinese_team": { "lv": "founder", "who": "创始人 Kelly Chan（陈霈霖），曾创办维格表 Vika / AITable（APITable 中文版，自称 100 万+ 用户），曾任喜茶创始 CTO", "why": "创始人姓名与履历见 GitHub 个人主页、界面新闻对陈霈霖和 vika 的报道；Vika 是中国公司，公开出处能对上创始人，但团队其他成员国籍未查到", "src": "https://github.com/mr-kelly", "o": "x" }, "note": "没有找到融资、用户数、收入、公开客户的出处，均不写。成立时间只有“2026”（EveryDev 标 Est. 2026，GitHub 首个仓库 2026-06），具体月份未查到。总部官方未写，香港/旧金山只来自创始人 GitHub 自述。创始团队：Kelly Chan（陈霈霖）、Seeyou Chan、Kelvin Poon（VEONIB 引述其 Product Hunt 帖子）。分类意见：g=s3 合适；它同时有 skills、apps、playbooks、人审变更等层，更像“agent 的共享记录系统/团队工作区”，与 Notion、Airtable 类工具重叠，但数据库和工作区是核心，保留 s3。写入走变更请求（含字段级 diff 和历史）是其区别于 agent 记忆/向量库的地方。官网中文名「布沙知识仓」。" }, { "name": "TiDB Cloud Filesystem", "group": "s2", "url": "https://docs.pingcap.com/ai/", "hq": "Sunnyvale", "founded": 2026, "desc": "PingCAP 产品线：给 agent 的无服务器分布式文件系统，换沙箱、换会话后工作区还在，可挂载、可共享", "total_raised": null, "funding": [], "key_data": [ { "k": "发布", "v": "公开预览（SCaiLE 2026 发布）", "date": "2026-10-15", "src": "https://www.globenewswire.com/news-release/2026/10/15/3381888/0/en/tidb-expands-cloud-platform-to-support-enterprise-and-ai-applications-on-one-data-foundation.html" }, { "k": "Kimi（月之暗面）编码 agent 使用的持久文件系统数", "v": "100 万+", "date": "2026-10", "src": "https://www.globenewswire.com/news-release/2026/10/15/3381888/0/en/tidb-expands-cloud-platform-to-support-enterprise-and-ai-applications-on-one-data-foundation.html" } ], "customers": [ "Moonshot AI（Kimi）", "Manus" ], "owner": "PingCAP（TiDB）产品线", "product_line_of": "PingCAP", "note": "公司公布：Kimi 参与设计了这个产品；Manus 扩大了 Filesystem 的使用。命令行是 ti fs，可在本机、CI、沙箱之间共用同一个工作区，带 Git 工作流、日志和委托密钥。数据库本体见 TiDB（PingCAP）卡。" }, { "name": "Algolia", "group": "q1", "url": "https://www.algolia.com", "hq": "旧金山", "founded": 2012, "desc": "搜索与检索 API，给电商和开发者用；现提供 MCP Server 和 Agent Studio 让 agent 查实时商品库", "valuation": { "v": "$2.25B", "date": "2021-07", "kind": "公司公布", "src": "https://www.glynncapital.com/news/algolia-valuation-soars-to-225b-with-150m-series-d-funding" }, "revenue": { "v": "约 $230M ARR（Sacra 估算，2025 全年，同比 +10%）", "date": "2025", "kind": "报道", "src": "https://www.smartkarma.com/home/daily-briefs/daily-brief-private-markets-primer-turbopuffer-25-may-2026-and-more/" }, "total_raised": "累计融资 $315M（2021-07 公司口径）", "funding": [ { "date": "2021-07", "round": "D 轮", "amount": "$150M", "lead": "Lone Pine Capital", "post": "$2.25B", "src": "https://www.glynncapital.com/news/algolia-valuation-soars-to-225b-with-150m-series-d-funding" } ], "key_data": [ { "k": "每年处理搜索请求", "v": "1.75 万亿次（公司公布）", "date": "2026-09", "src": "https://secure.businesswire.com/news/home/20260915950859/en/Algolia-Launches-Production-Grade-MCP-for-Agentic-Commerce" }, { "k": "企业客户", "v": "1.8 万+（公司公布）", "date": "2026-09", "src": "https://secure.businesswire.com/news/home/20260915950859/en/Algolia-Launches-Production-Grade-MCP-for-Agentic-Commerce" } ], "owner": "独立运营（私有公司）", "note": "agent 关系：2025-12 发布 Algolia MCP Server 和 Agent Studio，把商品搜索、分类、库存当成标准工具，让 ChatGPT、Claude、Gemini 等模型和 MCP 框架直接查实时目录（公司稿 https://www.algolia.com/about/news/algolia-doubles-down-on-developer-first-innovation-to-build-the-future-of-agentic-ai-experiences ）；2026-09-15 又发布面向 agentic commerce 的生产级 MCP。2026-10-06 公布收购纽约 Velou（用多模态 AI 给商品目录补属性，6 人团队并入，价格未披露，https://www.algolia.com/de/about/velou-faqs ）。估值是 2021 年的数，之后没有新融资公告；ARR 为第三方估算，非公司公布。" }, { "name": "CockroachDB（Cockroach Labs）", "group": "s3", "url": "https://www.cockroachlabs.com", "hq": "纽约", "founded": 2015, "desc": "分布式 SQL 数据库 CockroachDB，主打高可用，现定位为 agent 时代的数据库底座", "valuation": { "v": "$5B", "date": "2021-12", "kind": "公司公布", "src": "https://www.cockroachlabs.com/news/press-release-series-f-funding/" }, "total_raised": "累计融资 $633M（2021-12 公司口径）", "funding": [ { "date": "2021-01", "round": "E 轮", "amount": "$160M", "lead": "", "post": "$2B", "src": "https://techcrunch.com/tag/cockroach-labs/" }, { "date": "2021-12", "round": "F 轮", "amount": "$278M", "lead": "Greenoaks", "post": "$5B", "src": "https://www.cockroachlabs.com/news/press-release-series-f-funding/" } ], "key_data": [ { "k": "GitHub 星标（cockroachdb/cockroach）", "v": "3.26 万", "date": "2026-10", "src": "https://api.github.com/repos/cockroachdb/cockroach" }, { "k": "受访技术负责人认为数据基础设施 24 个月内会撑不住", "v": "83%（公司与 Wakefield 调研，n=1,125）", "date": "2026-01", "src": "https://www.advfn.com/stock-market/stock-news/97715544/cockroach-labs-2026-ai-report-finds-ai-scale-is-pu" }, { "k": "内部 agent 开发平台：2 个月内 500 人启动 1,000+ 个应用", "v": "某内部小组活跃数据库 13 个→392 个，总成本 $250（公司自述）", "date": "2026-09", "src": "https://cockroach-labs-marketing-site.netlify.app/blog/continuum-announcement/" } ], "customers": [ "Comcast", "eBay", "Nubank", "Starburst", "Mythical Games" ], "owner": "独立运营（私有公司）", "note": "agent 关系：2026-09-15 发布 Cockroach Continuum（\"Agentic Database Cloud\"）：把整个数据库集群池化，按实际用量而不是峰值容量计费，因为 agent 会持续、突发地建库建表；同时换了品牌（公司稿 https://www.cockroachlabs.com/press/cockroach-labs-launches-cockroach-continuum/ ）。2025-10 与 IBM 签 OEM 合作（https://hk.marketscreener.com/news/ibm-enters-oem-partnership-with-cockroach-labs-to-deliver-cloud-native-resilience-for-the-ai-era-ce7d5bd2da8df12c ）。客户名取自 2021 年融资稿（https://siliconangle.com/2021/12/16/distributed-database-startup-cockroach-labs-raises-273m-late-stage-funding-round/ ）。估值是 2021 年的数，之后无新融资；TrueUp 引 Notice.co 称二级市场估算约 $2.1B（2026-08，估算，非成交公告，https://www.trueup.io/co/cockroach-labs ）。E 轮领投方未在所查来源中确认。" }, { "name": "MotherDuck", "group": "s3", "url": "https://motherduck.com", "hq": "西雅图", "founded": 2022, "desc": "基于 DuckDB 的无服务器云数据仓库，每个用户和 agent 各占独立计算实例，自带 MCP 服务", "valuation": { "v": "$496M（B+ 轮投后，Forge 记录）", "date": "2025-05", "kind": "报道", "src": "https://forgeglobal.com/motherduck_ipo/" }, "total_raised": "累计融资约 $133M（Forge 汇总）", "funding": [ { "date": "2022-11", "round": "种子+A 轮", "amount": "$47.5M", "lead": "未注明领投（a16z、Redpoint、Madrona、Amplify、Altimeter 参与）", "src": "https://motherduck.com/blog/announcing-series-seed-and-a/" }, { "date": "2023-09", "round": "B 轮", "amount": "$52.5M", "lead": "Felicis", "post": "$400M", "src": "https://founderland.ai/articles/motherduck-raises-525m-series-b-for-ai-native-duckdb-data-wa-mluz7rly" }, { "date": "2025-05", "round": "B+ 轮", "amount": "$33M", "lead": "未披露", "post": "$496M", "src": "https://forgeglobal.com/motherduck_ipo/" } ], "key_data": [ { "k": "远程 MCP 服务开放写入（query_rw 工具）", "v": "agent 可 INSERT/UPDATE/DELETE、建表改表", "date": "2026-03", "src": "https://motherduck.com/blog/give-your-agents-write-access/" }, { "k": "Dives（自然语言生成交互式数据应用）全量开放", "v": "2026-06-10", "date": "2026-06", "src": "https://panoply.io/tools/motherduck/" }, { "k": "上游 DuckDB 的 GitHub 星标", "v": "4.25 万", "date": "2026-10", "src": "https://api.github.com/repos/duckdb/duckdb" } ], "owner": "独立运营（私有公司）", "note": "agent 关系：官方介绍是\"每个人和每个 agent 都有自己的计算\"，MCP 服务已接 Claude、ChatGPT、Cursor、Copilot Studio 和 GitHub Copilot（https://motherduck.com/blog/azure-waitlist/ ）；2026-10 公布将上线 Azure（候补名单中）。B+ 轮金额和估值来自 Forge 的二级市场记录，未找到公司公告，领投方未披露。没有公开营收或客户数。" }, { "name": "Astronomer（Airflow）", "group": "o1", "url": "https://www.astronomer.io", "hq": "纽约", "founded": 2015, "desc": "Apache Airflow 的商业公司，卖托管编排平台 Astro，并推出 Airflow 专用数据工程 agent Otto", "valuation": { "v": "$775M（D 轮）", "date": "2025-05", "kind": "报道", "src": "https://www.premieralts.com/companies/astronomer/valuation" }, "total_raised": "累计融资约 $375M（PitchBook、PrivateMarketView 口径）", "funding": [ { "date": "2022-03", "round": "C 轮", "amount": "$213M", "lead": "Insight Partners", "post": "$1.2B", "src": "https://www.fobi.com/data-infrastructure/companies/astronomer" }, { "date": "2025-05", "round": "D 轮", "amount": "$93M", "lead": "Bain Capital Ventures（Salesforce Ventures 及原有股东跟投）", "post": "$775M", "src": "https://www.astronomer.io/press-releases/astronomer-secures-93-million-series-d-funding/" } ], "key_data": [ { "k": "Airflow 年下载量", "v": "3.24 亿次（公司公布）", "date": "2024", "src": "https://www.astronomer.io/press-releases/astronomer-secures-93-million-series-d-funding/" }, { "k": "使用 Airflow 的组织", "v": "8 万+（公司公布）", "date": "2025-05", "src": "https://www.astronomer.io/press-releases/astronomer-secures-93-million-series-d-funding/" }, { "k": "Astro 平台 ARR 同比增速 / 净收入留存", "v": "150%+ / 130%（公司公布，上一财年）", "date": "2025-05", "src": "https://www.astronomer.io/press-releases/astronomer-secures-93-million-series-d-funding/" }, { "k": "企业客户", "v": "700+（公司公布）", "date": "2025-05", "src": "https://www.astronomer.io/press-releases/astronomer-secures-93-million-series-d-funding/" } ], "owner": "独立运营（私有公司）", "note": "agent 关系：2026-04 发布 Otto，称是\"唯一为 Airflow 打造的数据工程 agent\"，做 DAG 编写、故障排查、升级规划（https://www.astronomer.io/blog/introducing-otto-the-only-data-engineering-agent-built-for-airflow/ ）；2026-06 Otto 加入事件驱动的故障自动调查（TipRanks 周报）。同时 Airflow 本身是 agent 和模型训练数据流水线的常用编排层。2025-07 原 CEO Andy Byron 辞职，联合创始人 Pete DeJoy 任临时 CEO（https://yespress.io/pete-dejoy ，第三方报道）。估值 $775M 低于 2022 年 C 轮的 $1.2B；Forge 记录的 D 轮投后为 $740M，口径略有差异。创立年份各来源不一（2015 / 2016 / 2018），取 PitchBook 的 2015。" }, { "name": "LM Studio", "group": "r3", "url": "https://lmstudio.ai", "hq": "纽约", "founded": 2023, "desc": "在本机下载和运行开源模型的桌面应用，带本地 API 服务器；2026 年新增本地 agent 应用 Bionic", "total_raised": "累计约 $19.3M（CB Insights 汇总，公司未发融资公告）", "funding": [ { "date": "2025-04", "round": "A1 轮（PitchBook 记录）", "amount": "$15.4M", "lead": "未披露", "src": "https://pitchbook.com/profiles/company/542298-61" } ], "key_data": [ { "k": "命令行与 SDK 仓库 lms 的 GitHub 星标", "v": "5,383", "date": "2026-10", "src": "https://api.github.com/repos/lmstudio-ai/lms" }, { "k": "Bionic（本地 agent 应用）发布", "v": "2026-07-16，预览版免费下载", "date": "2026-07", "src": "https://lmstudio.ai/blog/introducing-lm-studio-bionic" } ], "owner": "Element Labs, Inc.", "note": "agent 关系：2026-07-16 发布 Bionic，一个能写代码、处理文档幻灯片表格的 agent 应用，可用本地模型、经 LM Link 连另一台设备上的模型、或调用 LM Studio Secure Cloud 上的 GLM、Kimi 等大型开源模型，承诺零数据留存（公司稿 https://lmstudio.ai/blog/introducing-lm-studio-bionic ）。主应用本身是闭源，个人和商用免费；本地服务器兼容 OpenAI 与 Anthropic API，带 MCP 客户端。融资金额只见于 PitchBook / CB Insights 等聚合库，未见公司或投资方公告（Robots Atlas 称只能确认 Preston-Werner Ventures 是投资方），没有可靠的估值、用户数和营收数据，因此不写。" }, { "name": "Novita AI", "group": "r2", "url": "https://novita.ai", "hq": "上海", "founded": 2018, "desc": "按用量计费的开源模型推理平台，200+ 模型一个 API，还卖 agent 沙箱和 GPU", "total_raised": "母公司派想未来累计融资超 5 亿元人民币，已完成 6 轮（招股书，36氪转述）", "funding": [ { "date": "2025-04", "round": "B 轮（母公司派想未来）", "amount": "未披露", "lead": "未披露", "post": "$469M", "src": "https://36kr.com/p/3847491991114753" }, { "date": "2026-06", "round": "B-2 轮首期（母公司派想未来）", "amount": "$35.2M", "lead": "未披露", "src": "https://36kr.com/p/3847491991114753" } ], "key_data": [ { "k": "母公司 AI 云日均 token 消耗", "v": "10,280 亿（2025-12 为 2,710 亿）", "date": "2026-04", "src": "https://36kr.com/p/3847491991114753" }, { "k": "AI 云全球注册开发者", "v": "57.4 万+", "date": "2026-04", "src": "https://36kr.com/p/3847491991114753" }, { "k": "可调用模型数量", "v": "200+（官网）", "date": "2026-10", "src": "https://novita.ai" } ], "owner": "派想未来集团（PPIO 派欧云）的海外品牌；母公司 2026-06-10 第二次向港交所递交上市申请", "chinese_team": { "lv": "founder", "who": "姚欣（Bill Yao）· 母公司派想未来集团（PPIO 派欧云）创始人兼 CEO", "why": "PPTV 创始人，2018 年与王闻宇共同创办 PPIO 派欧云；Novita 为其海外品牌（归属见 PPIO CTO 出海分享，第三方站点另有不同说法，未完全核实）", "src": "https://36kr.com/p/3847491991114753", "by": "", "o": "cn" }, "note": "agent 关系：官网自称\"面向构建者和 agent 的 AI 原生云\"，除模型 API 外卖 Agent Sandbox（隔离运行环境，约 200ms 启动，按秒计费），并给 agent 提供 skill 文件接入（https://novita.ai ）。招股书里母公司把业务扩展到\"智能体基础设施层\"（沙箱执行、记忆系统）。归属依据：PPIO 联合创始人兼 CTO 王闻宇在出海分享中把 novita.ai 列为公司的海外 AI 产品（https://tool.lu/es_ES/deck/OR/detail ）。 卡片上的融资、收入、token 都是母公司派想未来的数，不是 Novita 品牌单项。" }, { "name": "Deepgram", "group": "v1", "url": "https://deepgram.com", "hq": "旧金山", "founded": 2015, "desc": "语音识别、语音合成和语音 agent API，给开发者和企业搭实时语音应用", "valuation": { "v": "$1.3B", "date": "2026-01", "kind": "公司公布", "src": "https://deepgram.com/learn/press-release-deepgram-raises-series-c" }, "revenue": { "v": "约 $100M ARR（Sacra 估算，经 beri.net 转引）", "date": "2026-08", "kind": "报道", "src": "https://www.beri.net/tools/deepgram" }, "total_raised": "累计融资约 $215M 以上（第三方统计，含 C 轮；Crustdata 记 $229M）", "funding": [ { "date": "2021-02", "round": "B 轮", "amount": "$25M", "lead": "Tiger Global", "src": "https://multiples.vc/private-comps/deepgram" }, { "date": "2022-11", "round": "B 轮延续", "amount": "$47M（B 轮合计 $72M）", "lead": "Madrona", "src": "https://seedtable.com/companies/deepgram/funding-rounds/series-b-2022-11" }, { "date": "2026-01", "round": "C 轮", "amount": "$130M", "lead": "AVP", "post": "$1.3B", "src": "https://deepgram.com/learn/press-release-deepgram-raises-series-c" } ], "key_data": [ { "k": "基于 Deepgram API 做语音功能的组织 / 开发者", "v": "1,300+ / 20 万+（公司公布）", "date": "2026-01", "src": "https://deepgram.com/learn/press-release-deepgram-raises-series-c" }, { "k": "累计处理音频 / 转写词数", "v": "5 万+ 年 / 1 万亿+ 词（公司公布）", "date": "2026-01", "src": "https://deepgram.com/learn/press-release-deepgram-raises-series-c" }, { "k": "Voice Agent API 起步价", "v": "$0.075 / 分钟", "date": "2026-09", "src": "https://www.beri.net/tools/deepgram" } ], "customers": [ "Twilio", "NASA", "Spotify", "Citi", "Vapi" ], "owner": "独立运营（私有公司）", "note": "agent 关系：卖语音 agent 的\"耳朵、嘴和调度\"：Nova-3 语音识别、Aura-2 语音合成、Flux（专为 agent 打断问题做的对话式识别模型）和把三者合一的 Voice Agent API（2025-06 正式发布），客户里有大量语音 agent 公司，Twilio、ServiceNow Ventures、SAP、Citi Ventures 都参与了 C 轮（公司稿 https://deepgram.com/learn/press-release-deepgram-raises-series-c ）。2026-01 同时收购了做汽车餐厅点餐语音的 OfOne。ARR 为第三方估算，公司从未公布；NASA、Spotify、Citi 取自 2022 年融资报道（https://www.zillionize.com/2022/11/29/deepgrams-enterprise-voice-recognition-business-completes-72m-series-b-round/ ），Vapi 取自 beri.net / Clink 汇总。" }, { "name": "Cartesia", "group": "v1", "url": "https://cartesia.ai", "hq": "旧金山", "founded": 2023, "desc": "用状态空间模型做的实时语音合成和识别 API，延迟极低，给语音 agent 当底层", "total_raised": "累计融资 $191M（Contrary Research，2026-05）", "funding": [ { "date": "2024-12", "round": "种子轮", "amount": "$27M", "lead": "Index Ventures", "src": "https://research.contrary.com/company/cartesia" }, { "date": "2025-03", "round": "A 轮", "amount": "$64M", "lead": "Kleiner Perkins", "src": "https://www.cartesia.ai/blog/series-a" }, { "date": "2025-10", "round": "B 轮", "amount": "$100M", "lead": "Kleiner Perkins（Index、Lightspeed、NVIDIA 参与）", "src": "https://research.contrary.com/company/cartesia" } ], "key_data": [ { "k": "Sonic 语音模型客户数", "v": "1 万+", "date": "2025-03", "src": "https://finance.yahoo.com/news/exclusive-cartesia-voice-ai-startup-111535504.html" }, { "k": "Sonic-3 延迟 / 语言数", "v": "模型 90ms、端到端 190ms / 42 种语言（公司公布）", "date": "2025-10", "src": "https://www.hindustantimes.com/trending/us/who-is-karan-goel-dps-rk-puram-and-iit-delhi-graduate-who-raised-100-million-for-his-silicon-valley-startup-101761731790909.html" }, { "k": "Sonic-3.6 在 Artificial Analysis 语音榜单排名", "v": "两个榜单均第一（1,283 / 1,123 Elo）", "date": "2026-08", "src": "https://www.marktechpost.com/2026/08/18/cartesia-ships-sonic-3-6-a-streaming-tts-model-that-now-leads-both-artificial-analysis-speech-arenas/" }, { "k": "客户 EliseAI 每月语音通话量", "v": "500 万+（客户案例页）", "date": "2026-10", "src": "https://www.cartesia.ai/customers/elise-ai" } ], "customers": [ "EliseAI", "ServiceNow", "Decagon", "Cresta", "Quora", "Rasa", "Forethought" ], "owner": "独立运营（私有公司）", "note": "agent 关系：产品线是 Sonic（语音合成）、Ink-2（流式识别，自带轮次判断）和 Line（代码优先的语音 agent 开发平台），都为语音 agent 的实时对话设计（https://www.cartesia.ai/blog ）。The Agents Index 汇总称 Vapi、Retell AI、LiveKit Agents 等语音 agent 平台自己也用 Cartesia 的模型做组件（https://theagentsindex.com/blog/ai-voice-agent-funding-vs-growth-2026/ ）。截至 2026-05 未公开估值（Contrary Research），也没有公布营收，因此不写。客户名取自 Fortune 报道、投资人公开帖和客户案例页。" }, { "name": "LangGraph（LangChain）", "group": "k1", "url": "https://www.langchain.com/langgraph", "hq": "旧金山", "founded": 2023, "desc": "LangChain 公司的开源 agent 编排框架：有状态图、持久化、人工介入，配 LangSmith 做观测", "valuation": { "v": "$1.25B", "date": "2025-10", "kind": "公司公布", "src": "https://www.langchain.com/blog/series-b" }, "total_raised": "累计融资约 $160M", "funding": [ { "date": "2023-04", "round": "种子轮", "amount": "$10M", "lead": "Benchmark", "src": "https://techcrunch.com/2025/10/21/open-source-agentic-startup-langchain-hits-1-25b-valuation/" }, { "date": "2024-02", "round": "A 轮", "amount": "$25M", "lead": "Sequoia Capital", "src": "https://profiles.crustdata.com/company/langchain-1033826" }, { "date": "2025-10", "round": "B 轮", "amount": "$125M", "lead": "IVP", "post": "$1.25B", "src": "https://www.langchain.com/blog/series-b" } ], "key_data": [ { "k": "LangGraph GitHub 星标", "v": "4.39 万", "date": "2026-10", "src": "https://api.github.com/repos/langchain-ai/langgraph" }, { "k": "LangChain GitHub 星标", "v": "14.8 万", "date": "2026-10", "src": "https://api.github.com/repos/langchain-ai/langchain" }, { "k": "langgraph PyPI 近 30 天下载", "v": "4477 万", "date": "2026-10", "src": "https://pypistats.org/api/packages/langgraph/recent" }, { "k": "@langchain/langgraph npm 周下载", "v": "233 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/@langchain/langgraph" } ], "owner": "LangChain 公司（LangGraph 为其核心开源产品线）", "product_line_of": "LangChain", "note": "公司是 LangChain Inc.（LangSmith 另有卡片），本卡只讲开源框架 LangChain / LangGraph；融资与估值是整个公司的数。B 轮跟投含 Sequoia、Benchmark、Amplify、CapitalG、Sapphire。Forge Global 页面列有 2026-09 的「C 轮 $300M、投后 $30.1 亿」，但公司未公告、金额与投资人均未公开，Revenue Memo 也说明未获公司确认，故不计入融资总额（https://www.revenuememo.com/p/langchain-funding）。A 轮日期各家报道不一，此处按 Crustdata/PitchBook 的 2024-02。" }, { "name": "Vercel AI SDK", "group": "k1", "url": "https://ai-sdk.dev", "hq": "旧金山", "founded": 2023, "desc": "Vercel 产品线：TypeScript 的 AI 开发工具包，统一接 100+ 模型，含 agent、工具审批与 MCP 支持", "total_raised": null, "funding": [], "key_data": [ { "k": "GitHub 星标", "v": "2.75 万", "date": "2026-10", "src": "https://api.github.com/repos/vercel/ai" }, { "k": "npm「ai」周下载", "v": "1976 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/ai" }, { "k": "AI SDK 6 发布", "v": "2025-12", "date": "2025-12", "src": "https://vercel.com/blog/ai-sdk-6" } ], "owner": "Vercel 产品线", "product_line_of": "Vercel", "note": "融资和估值属于 Vercel 全公司，不在本卡显示。GitHub 仓库创建于 2023-05。OpenCode 的多模型支持也建在它之上。" }, { "name": "Google ADK", "group": "k1", "url": "https://google.github.io/adk-docs/", "hq": "山景城", "founded": 2025, "desc": "Google 开源的 Agent Development Kit：多 agent 编排、评测与部署，对 Gemini 和 Vertex AI 优化", "total_raised": null, "funding": [], "key_data": [ { "k": "GitHub 星标（Python）", "v": "2.20 万", "date": "2026-10", "src": "https://api.github.com/repos/google/adk-python" }, { "k": "google-adk PyPI 近 30 天下载", "v": "1011 万", "date": "2026-10", "src": "https://pypistats.org/api/packages/google-adk/recent" }, { "k": "@google/adk npm 周下载", "v": "14.4 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/@google/adk" }, { "k": "首次发布", "v": "2025-04（Cloud Next）", "date": "2025-04", "src": "https://developers.googleblog.com/en/agent-development-kit-easy-to-build-multi-agent-applications/" } ], "owner": "Google 产品线", "product_line_of": "Google", "note": "Google 称 ADK 与驱动 Agentspace 等自家产品的 agent 框架是同一套。有 Python、TypeScript 等多语言版本，星标数此处只取 Python 仓库。" }, { "name": "Microsoft Agent Framework", "group": "k1", "url": "https://learn.microsoft.com/en-us/agent-framework/", "hq": "雷德蒙德", "founded": 2025, "desc": "微软把 AutoGen 与 Semantic Kernel 合并后的开源 agent 框架，.NET 与 Python，2026-04 发布 1.0", "total_raised": null, "funding": [], "key_data": [ { "k": "GitHub 星标", "v": "1.43 万", "date": "2026-10", "src": "https://api.github.com/repos/microsoft/agent-framework" }, { "k": "agent-framework-core PyPI 近 30 天下载", "v": "101 万", "date": "2026-10", "src": "https://pypistats.org/api/packages/agent-framework-core/recent" }, { "k": "Microsoft.Agents.AI NuGet 累计下载", "v": "1106 万", "date": "2026-10", "src": "https://azuresearch-usnc.nuget.org/query?q=packageid:Microsoft.Agents.AI&take=1" }, { "k": "1.0 正式发布（GA）", "v": "2026-04-03", "date": "2026-04", "src": "https://atlan.com/know/ai-agent/microsoft/agent-framework/" } ], "owner": "微软产品线", "product_line_of": "Microsoft", "note": "2025-10 公开预览，2026-02-19 发布候选版，2026-04-03 GA。AutoGen 自 2025-10-02 起只修 bug 和安全问题，Semantic Kernel v1.x 承诺 GA 后至少再支持一年（Atlan 汇总）。注意 PyPI 上总包 agent-framework 只是元包，月下载仅约 19 万，真实用量看 core 子包和 NuGet。" }, { "name": "OpenAI Agents SDK", "group": "k1", "url": "https://openai.github.io/openai-agents-python/", "hq": "旧金山", "founded": 2025, "desc": "OpenAI 开源的 agent SDK：handoff、guardrails、tracing，随 Responses API 一起发布，Python 与 JS 版", "total_raised": null, "funding": [], "key_data": [ { "k": "GitHub 星标（Python）", "v": "3.03 万", "date": "2026-10", "src": "https://api.github.com/repos/openai/openai-agents-python" }, { "k": "openai-agents PyPI 近 30 天下载", "v": "1245 万", "date": "2026-10", "src": "https://pypistats.org/api/packages/openai-agents/recent" }, { "k": "@openai/agents npm 周下载", "v": "119 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/@openai/agents" }, { "k": "首次发布", "v": "2025-03", "date": "2025-03", "src": "https://venturebeat.com/programming-development/openai-unveils-responses-api-open-source-agents-sdk-letting-developers-build-their-own-deep-research-and-operator" } ], "owner": "OpenAI 产品线", "product_line_of": "OpenAI", "note": "替代 OpenAI 此前的 Swarm 研究项目（Simon Willison 记录）。名义上可接其他模型，默认路径是 Responses API。融资和估值属于 OpenAI 全公司，不在本卡显示。" }, { "name": "Claude Agent SDK", "group": "h1", "url": "https://code.claude.com/docs/en/agent-sdk/overview", "hq": "旧金山", "founded": 2025, "desc": "Anthropic 产品线：把 Claude Code 的 agent 主循环、工具、上下文管理和权限打包成 SDK，可嵌进自己的产品", "total_raised": null, "funding": [], "key_data": [ { "k": "GitHub 星标（Python）", "v": "8346", "date": "2026-10", "src": "https://api.github.com/repos/anthropics/claude-agent-sdk-python" }, { "k": "claude-agent-sdk PyPI 近 30 天下载", "v": "2978 万", "date": "2026-10", "src": "https://pypistats.org/api/packages/claude-agent-sdk/recent" }, { "k": "@anthropic-ai/claude-agent-sdk npm 周下载", "v": "807 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/@anthropic-ai/claude-agent-sdk" } ], "owner": "Anthropic 产品线", "product_line_of": "Anthropic", "note": "由 Claude Code SDK 改名而来（官方迁移指南：https://code.claude.com/docs/en/agent-sdk/migration-guide），名称强调用途不限于写代码；Anthropic 工程博客 2025-09-29 发文介绍。融资和估值属于 Anthropic 全公司，不在本卡显示。" }, { "name": "Strands Agents", "group": "h1", "url": "https://strandsagents.com", "hq": "西雅图", "founded": 2025, "desc": "AWS 开源的 agent SDK：模型驱动的 agent 循环，Python 与 TypeScript，内置 MCP、多 agent 和观测", "total_raised": null, "funding": [], "key_data": [ { "k": "GitHub 星标（harness-sdk，原 sdk-python）", "v": "8948", "date": "2026-10", "src": "https://api.github.com/repos/strands-agents/harness-sdk" }, { "k": "strands-agents PyPI 近 30 天下载", "v": "3711 万", "date": "2026-10", "src": "https://pypistats.org/api/packages/strands-agents/recent" }, { "k": "@strands-agents/sdk npm 周下载", "v": "34.4 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/@strands-agents/sdk" }, { "k": "1.0 发布", "v": "2025-07", "date": "2025-07", "src": "https://aws.amazon.com/blogs/opensource/introducing-strands-agents-1-0-production-ready-multi-agent-orchestration-made-simple/" } ], "owner": "AWS 产品线", "product_line_of": "AWS", "note": "2025-05 以预览版开源，Apache-2.0。主仓库已从 sdk-python 改名 harness-sdk。下载量远高于星标，有第三方分析认为含 AWS 自家工具链和 CI 的自动安装，宜当作上限看（Ry Walker Research 2026-06）。是否算 harness：它自带 agent 循环，但偏 SDK，边界介于 k1 与 h1。" }, { "name": "OpenCode", "group": "h1", "url": "https://opencode.ai", "hq": "多伦多", "founded": 2025, "desc": "开源编码 agent（终端/IDE/桌面），可接 75+ 家模型；靠自营推理 Zen 和订阅套餐赚钱", "total_raised": "未披露外部融资", "funding": [], "key_data": [ { "k": "GitHub 星标", "v": "22.1 万", "date": "2026-10", "src": "https://api.github.com/repos/anomalyco/opencode" }, { "k": "opencode-ai npm 周下载", "v": "218 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/opencode-ai" }, { "k": "月活用户（公司自述）", "v": "约 1300 万", "date": "2026-06", "src": "https://hub-assets-cache.baai.ac.cn/view/56805" }, { "k": "Zen 推理业务年化收入（公司自述）", "v": "约 $38–40M", "date": "2026-06", "src": "https://hub-assets-cache.baai.ac.cn/view/56805" }, { "k": "月度订阅年化收入（公司自述）", "v": "约 $18M，付费用户约 16 万", "date": "2026-06", "src": "https://hub-assets-cache.baai.ac.cn/view/56805" } ], "customers": [ "Cloudflare" ], "owner": "Anomaly Innovations（原 SST 团队，YC W21）", "note": "背后公司 Anomaly Innovations，由 Jay V（CEO）与 Frank Wang（CTO）创办，Dax Raad、Adam Elmore 为联合创始人；SST 走过 YC W21，当时拿过约 $100 万（Tech Funding News），2025 年起盈利。OpenCode 自 2025-06 公开发布，未查到任何有出处的外部融资；网上流传的「$8.47 亿 D 轮」「$4.2 亿 D 轮」等无一手出处，Altis 等库的估值也是估算，均不采用。收入数字出自 Dax Raad / Jay V 的播客访谈（Founder Park/智源整理转述），为公司自述、未审计。HQ 按 YC 页面写多伦多，部分数据库写旧金山。仓库已从 sst/opencode 迁到 anomalyco/opencode。Cloudflare 作为企业用户见 Tech Funding News 报道。" }, { "name": "Pi", "group": "h1", "url": "https://pi.dev", "hq": "维也纳", "founded": 2025, "desc": "极简开源编码 agent 与 harness（统一 LLM API、agent 循环、TUI），OpenClaw 的底层 agent；2026-04 被 Earendil 收购", "total_raised": "Earendil 融资额未披露", "funding": [], "key_data": [ { "k": "GitHub 星标（earendil-works/pi）", "v": "11.8 万", "date": "2026-10", "src": "https://api.github.com/repos/earendil-works/pi" }, { "k": "@earendil-works/pi-coding-agent npm 周下载", "v": "288 万", "date": "2026-10-16 至 10-22", "src": "https://api.npmjs.org/downloads/point/last-week/@earendil-works/pi-coding-agent" }, { "k": "收购公告", "v": "2026-04-08", "date": "2026-04", "src": "https://www.linkedin.com/posts/earendil-works_lefos-create-your-own-garden-on-the-internet-activity-7447584522793201664-2QfL" }, { "k": "Pi 1.0 发布", "v": "2026-10", "date": "2026-10", "src": "https://www.trendingtopics.eu/pi-1-0-earendil-en/" } ], "owner": "Earendil Inc.（维也纳公益公司，Armin Ronacher、Colin Daymond Hanna 创办）", "note": "名字已核实：这是 Mario Zechner（libGDX 作者，网名 badlogic）写的 pi，原仓库 badlogic/pi-mono，现为 earendil-works/pi，MIT 许可。2026-04-08 Earendil 宣布收购该开源项目，Zechner 成为 Earendil 重要股东和团队成员并继续负责技术方向（Earendil 公告）。Earendil 同日宣布早期投资人含 Accel（Daniel Levine）、Balderton（Daniel Waterhouse），以及 n8n、OpenClaw、Revolut、Sentry、Slack 创始人，融资金额与估值均未公开，故 funding 留空。官网 pi.dev 可访问（标题为 Pi）。" }, { "name": "Cloudflare R2", "group": "s2", "url": "https://www.cloudflare.com/developer-platform/products/r2/", "hq": "旧金山", "founded": 2022, "desc": "Cloudflare 产品线：S3 兼容对象存储，读出数据不收出口流量费，agent 的产物和文件存放处。", "total_raised": null, "funding": [], "key_data": [ { "k": "GA 时间", "v": "2022-09-21 官方宣布 R2 GA，承诺「永不收出口流量费」；公测约四个月内有 12,000+ 开发者注册", "date": "2022-09", "src": "https://blog.cloudflare.com/r2-ga/" }, { "k": "存储量与付费客户", "v": "Q2 2023 财报电话会：R2 存储超 13 PB（环比 +85%），44,000 个付费 R2 客户", "date": "2023-08", "src": "https://www.fool.com/earnings/call-transcripts/2023/08/03/cloudflare-net-q2-2023-earnings-call-transcript/" }, { "k": "定价", "v": "标准存储 $0.015/GB·月，低频存储 $0.01/GB·月；出口免费（Workers API、S3 API、r2.dev）", "date": "2026-10", "src": "https://developers.cloudflare.com/r2/pricing/" }, { "k": "R2 Data Catalog（Iceberg）", "v": "2025-04 公测：内置在 R2 桶里的托管 Apache Iceberg 目录，Spark / Snowflake / PyIceberg 可连；公测期不额外收费；2025-09 另推 R2 SQL 公测，直接对 Iceberg 表跑 SQL（官方称面向 PB 级数据）", "date": "2025-09", "src": "https://blog.cloudflare.com/r2-sql-deep-dive/" } ], "owner": "Cloudflare 产品线", "product_line_of": "Cloudflare", "note": "与图谱里 AWS S3 Files 同组重叠，差异是出口免费、可直接从 Workers 绑定读写，agent 的产物 / 日志 / 数据湖存这里。最新的 R2 存储量没有一手公布，仅有 2023 年数字。" }, { "name": "Cloudflare D1", "group": "s3", "url": "https://www.cloudflare.com/developer-platform/products/d1/", "hq": "旧金山", "founded": 2024, "desc": "Cloudflare 产品线：Serverless SQLite 数据库，Workers 内原生绑定，按读写行数计费。", "total_raised": null, "funding": [], "key_data": [ { "k": "GA 时间与规格", "v": "2024-04-01 官方宣布 D1 GA；单库 10GB，每账号最多 50,000 个库", "date": "2024-04", "src": "https://blog.cloudflare.com/making-full-stack-easier-d1-ga-hyperdrive-queues/" }, { "k": "定价（Workers Paid）", "v": "含 250 亿行读 / 月、5000 万行写 / 月、5GB 存储；超出后读 $0.001/百万行、写 $1.00/百万行、存储 $0.75/GB·月", "date": "2024-04", "src": "https://blog.cloudflare.com/making-full-stack-easier-d1-ga-hyperdrive-queues/" }, { "k": "读副本", "v": "2025-04-10 D1 读副本公测，降低读多应用的延迟", "date": "2025-04", "src": "https://developers.cloudflare.com/d1/platform/changelog/" }, { "k": "账号存储上限", "v": "2025-07-01 Workers Paid 每账号最大存储从 250GB 提到 1TB", "date": "2025-07", "src": "https://developers.cloudflare.com/d1/platform/changelog/" } ], "owner": "Cloudflare 产品线", "product_line_of": "Cloudflare", "note": "和图谱里 Neon、Turso 等 serverless 数据库同组重叠；每个 agent / 租户一库（5 万库上限）是它的用法。没公布用量。" }, { "name": "Cloudflare Workflows", "group": "o1", "url": "https://www.cloudflare.com/developer-platform/products/workflows/", "hq": "旧金山", "founded": 2025, "desc": "Cloudflare 产品线：durable execution，多步骤任务可重试、可休眠、可等外部事件。", "total_raised": null, "funding": [], "key_data": [ { "k": "GA 时间", "v": "2025-04-07 官方宣布 Workflows GA（production ready），并强调配合 Agents SDK 构建 AI agent，waitForEvent 可等人类审批", "date": "2025-04", "src": "https://blog.cloudflare.com/workflows-ga-production-ready-durable-execution/" }, { "k": "规模上限（Workers Paid）", "v": "每账号 50,000 个并发运行实例；每个 Workflow 默认 10,000 步（可调到 25,000）；step.sleep 最长 365 天；完成实例状态保留 30 天", "date": "2026-10", "src": "https://developers.cloudflare.com/workflows/reference/limits/" }, { "k": "Agents SDK 集成", "v": "Agent 用 runWorkflow() 启动 Workflow，Workflow 把进度、结果和状态回报给 Agent 及其连接的客户端", "date": "2026-10", "src": "https://developers.cloudflare.com/agents/api-reference/run-workflows/" } ], "owner": "Cloudflare 产品线", "product_line_of": "Cloudflare", "note": "与图谱里 Temporal、Inngest 同组重叠；优势是和 Agents SDK、Durable Objects 同平台，长任务不用自己管队列。没公布客户数或用量。" }, { "name": "Cloudflare Vectorize", "group": "c3", "url": "https://www.cloudflare.com/developer-platform/products/vectorize/", "hq": "旧金山", "founded": 2024, "desc": "Cloudflare 产品线：全托管向量数据库，Workers 内直接绑定，做 agent 检索与记忆。", "total_raised": null, "funding": [], "key_data": [ { "k": "GA 时间", "v": "2024-09-26 官方更新日志：Vectorize 正式 GA", "date": "2024-09", "src": "https://developers.cloudflare.com/vectorize/platform/changelog/" }, { "k": "索引上限", "v": "每索引最多 20,000,000 个向量（1536 维、32 位）；Workers Paid 每账号 50,000 个索引（免费版 100）", "date": "2026-10", "src": "https://developers.cloudflare.com/vectorize/platform/limits/" }, { "k": "v2 扩容", "v": "2024-08-14 v2 公测：单索引容量从 20 万提升到 500 万（更新日志原文单位写作 vector dimensions）", "date": "2024-08", "src": "https://developers.cloudflare.com/vectorize/platform/changelog/" } ], "owner": "Cloudflare 产品线", "product_line_of": "Cloudflare", "note": "与图谱里 Pinecone、Weaviate、Qdrant 同组重叠；和 Workers AI 做嵌入、Agents 做记忆一条平台内闭环。没公布用量。" }, { "name": "Cloudflare Browser Rendering", "group": "b1", "url": "https://www.cloudflare.com/developer-platform/products/browser-rendering/", "hq": "旧金山", "founded": 2024, "desc": "Cloudflare 产品线：托管无头 Chrome，agent 通过 Puppeteer / Playwright / MCP 远程操作浏览器。", "total_raised": null, "funding": [], "key_data": [ { "k": "出 Beta", "v": "2024-04-02 Browser Rendering 结束 beta，对 Workers Paid 用户开放；2025-04-07 REST API GA", "date": "2024-04", "src": "https://developers.cloudflare.com/browser-rendering/changelog/" }, { "k": "Playwright GA 与 MCP", "v": "2025-05 可部署 Playwright MCP，任何 MCP 客户端可让模型操作浏览器；2025-09-25 Playwright 支持 GA，并加入 Stagehand（beta）", "date": "2025-09", "src": "https://developers.cloudflare.com/browser-rendering/changelog/" }, { "k": "远程浏览器", "v": "2026-04-10 开放 Chrome DevTools Protocol 端点，Claude Desktop / Claude Code / Cursor / OpenCode 等 MCP 客户端可把它当远程浏览器；2026-04-15 加 WebMCP 支持", "date": "2026-04", "src": "https://developers.cloudflare.com/browser-rendering/changelog/" }, { "k": "并发上限", "v": "2026-04-15 Workers Paid 并发浏览器从 30 提到 120 / 账号", "date": "2026-04", "src": "https://developers.cloudflare.com/browser-rendering/changelog/" } ], "owner": "Cloudflare 产品线", "product_line_of": "Cloudflare", "note": "与图谱里 Browserbase 等浏览器基础设施同组重叠；差异是 Cloudflare 自带网络和 Workers 绑定。文档页地址已出现 browser-run 路径，可能已更名 Browser Run。没公布用量。" }, { "name": "Cloudflare Workers AI", "group": "r2", "url": "https://www.cloudflare.com/developer-platform/products/workers-ai/", "hq": "旧金山", "founded": 2024, "desc": "Cloudflare 产品线：在其网络 GPU 上按 Neuron 计费的无服务器模型推理 API。", "total_raised": null, "funding": [], "key_data": [ { "k": "GA 时间", "v": "2024-04-02 官方宣布 Workers AI GA；当时 150+ 城市有 GPU，14 个模型", "date": "2024-04", "src": "https://blog.cloudflare.com/workers-ai-ga-huggingface-loras-python-support/" }, { "k": "定价", "v": "$0.011 / 1,000 Neurons；每天 10,000 Neurons 免费额度（UTC 0 点重置）", "date": "2026-10", "src": "https://developers.cloudflare.com/workers-ai/platform/pricing/" }, { "k": "Agents SDK 集成", "v": "Agents SDK 文档示例通过 AI binding 直接调用 Workers AI", "date": "2026-10", "src": "https://developers.cloudflare.com/agents/" } ], "owner": "Cloudflare 产品线", "product_line_of": "Cloudflare", "note": "与图谱里 Together、Fireworks 等按量推理 API 同组重叠；卖点是和 Workers、Vectorize、R2 同平台。没公布用量，模型清单以官方目录为准。" }, { "name": "Amazon S3 Vectors", "group": "c3", "url": "https://aws.amazon.com/s3/features/vectors/", "hq": "西雅图", "founded": 2025, "desc": "AWS 产品线：S3 原生向量存储，给 agent 和 RAG 存取海量向量，不另起向量库", "total_raised": null, "funding": [], "key_data": [ { "k": "GA 时间", "v": "2025 年 12 月 2 日正式可用(GA)", "date": "2025-12", "src": "https://aws.amazon.com/about-aws/whats-new/2025/12/amazon-s3-vectors-generally-available/" }, { "k": "单索引向量数", "v": "最多 20 亿条", "date": "2025-12", "src": "https://aws.amazon.com/about-aws/whats-new/2025/12/amazon-s3-vectors-generally-available/" }, { "k": "单个向量桶索引数", "v": "最多 10,000 个", "date": "2025-12", "src": "https://aws.amazon.com/about-aws/whats-new/2025/12/amazon-s3-vectors-generally-available/" }, { "k": "查询延迟 / 成本", "v": "低频查询 1 秒内、高频约 100 毫秒或更低；AWS 称上传、存储、查询成本最高降 90%；GA 时 14 个区域(预览期 5 个)", "date": "2025-12", "src": "https://aws.amazon.com/about-aws/whats-new/2025/12/amazon-s3-vectors-generally-available/" } ], "owner": "Amazon（AWS）产品线", "product_line_of": "AWS", "note": "和图谱里同组的专用向量库重叠，卖点是跟着 S3 走、按量付费、省钱，适合 agent 长期记忆和大体量知识库；没公布用量。" }, { "name": "AWS Lambda durable functions", "group": "o1", "url": "https://aws.amazon.com/lambda/lambda-durable-functions/", "hq": "西雅图", "founded": 2025, "desc": "AWS 产品线：Lambda 里的持久化执行，长任务中断后从检查点接着跑，可暂停最长一年", "total_raised": null, "funding": [], "key_data": [ { "k": "发布时间", "v": "2025 年 12 月 2 日 re:Invent 期间发布，首发于美国东部(俄亥俄)，支持 Python 3.13/3.14 与 Node.js 22/24", "date": "2025-12", "src": "https://aws.amazon.com/about-aws/whats-new/2025/12/lambda-durable-multi-step-applications-ai-workflows/" }, { "k": "最长等待", "v": "执行可挂起最长 1 年，用于长任务、多步应用和 AI 工作流", "date": "2025-12", "src": "https://aws.amazon.com/about-aws/whats-new/2025/12/lambda-durable-multi-step-applications-ai-workflows/" }, { "k": "区域扩展", "v": "2026 年 4 月 22 日再增 16 个区域", "date": "2026-04", "src": "https://aws.amazon.com/about-aws/whats-new/2026/04/lambda-durable-functions-16-new-regions/" }, { "k": "上限提高", "v": "每次执行的持久操作数从 3,000 提到 30,000；检查点载荷从 256 KB 提到 1 MB", "date": "2026-10", "src": "https://aws.amazon.com/about-aws/whats-new/2026/10/aws-lambda-durable-gen-limit-increase/" } ], "owner": "Amazon（AWS）产品线", "product_line_of": "AWS", "note": "官方名字就是「AWS Lambda durable functions」，名字和 2025 年 re:Invent 发布时间均核实无误。和图谱里同组的 Temporal 等 durable execution 重叠，优势是直接在 Lambda 里写；没公布用量。" }, { "name": "Azure Cosmos DB", "group": "s3", "url": "https://azure.microsoft.com/en-us/products/cosmos-db", "hq": "雷德蒙德", "founded": 2017, "desc": "Microsoft 产品线：全球分布式数据库，内置向量检索，可存 agent 对话与长期记忆", "total_raised": null, "funding": [], "key_data": [ { "k": "OpenAI 用 Cosmos DB(微软官方)", "v": "微软 CEO 纳德拉称「OpenAI relies on Cosmos DB to dynamically scale their ChatGPT service」", "date": "2023-03", "src": "https://devblogs.microsoft.com/cosmosdb/chatgpt-azure-cosmos-db/" }, { "k": "ChatGPT 负载规模(微软官方视频)", "v": "每日事务数 2023 年 11 月从 47 亿升到 106 亿；物理分区 11 月 5 天内从 13,000 增至 25,000，全自动扩容", "date": "2024-03", "src": "https://techcommunity.microsoft.com/blog/microsoftmechanicsblog/what-is-the-database-behind-chatgpt/4076750" }, { "k": "OpenAI 迁移新负载", "v": "微软称 ChatGPT 用户涨到 8 亿以上后，OpenAI 开始把新的、可分片的工作负载迁到 Cosmos DB(核心仍有大量 Azure PostgreSQL)", "date": "2026-01", "src": "https://techcommunity.microsoft.com/blog/ADforPostgreSQL/supporting-chatgpt-on-postgresql-in-azure/4490247" }, { "k": "面向 agent 的功能", "v": "内置向量索引 DiskANN(最高 4,096 维)，官方有 agent 记忆设计指南，支持向量、全文、混合检索", "date": "2025-10", "src": "https://learn.microsoft.com/en-us/azure/cosmos-db/gen-ai/agentic-memories" } ], "owner": "Microsoft 产品线", "product_line_of": "Microsoft", "note": "和图谱里同组的数据库(含 Postgres 系)重叠；agent 用它存会话历史和记忆，向量和业务数据放一处。注意：ChatGPT 核心仍大量使用 Azure PostgreSQL，Cosmos DB 承接的是新增可分片负载；没公布整体用量。" }, { "name": "Microsoft Entra Agent ID", "group": "i1", "url": "https://learn.microsoft.com/en-us/entra/agent-id/what-are-agent-identities", "hq": "雷德蒙德", "founded": 2025, "desc": "Microsoft 产品线：给 AI agent 发独立身份，按任务授权，接入条件访问与治理", "total_raised": null, "funding": [], "key_data": [ { "k": "扩大公开预览", "v": "2025 年 11 月 Ignite 上作为旗舰发布，新增 agent 身份、蓝图、条件访问、ID Protection 等 50+ 篇新文档", "date": "2025-11", "src": "https://learn.microsoft.com/en-us/entra/fundamentals/whats-new-ignite-2025" }, { "k": "正式可用(GA)", "v": "官方 What's new 页写明 Entra Agent ID 已正式可用，页面日期 2026-05-01", "date": "2026-05", "src": "https://learn.microsoft.com/en-us/entra/agent-id/whats-new-agent-id" }, { "k": "授权方式", "v": "agent 可自主访问，或以用户委托(on-behalf-of)方式访问；用户决定委托哪些权限", "date": "2025-11", "src": "https://learn.microsoft.com/en-us/entra/agent-id/what-are-agent-identities" }, { "k": "跨平台", "v": "官方提供给 Amazon Bedrock agent、n8n 以及 AWS/GCP 上第三方 agent 接入 Agent ID 的指南", "date": "2026-05", "src": "https://learn.microsoft.com/en-us/entra/agent-id/whats-new-agent-id" } ], "owner": "Microsoft 产品线", "product_line_of": "Microsoft", "note": "和图谱里同组做 agent 身份的创业公司重叠，优势是绑定 Entra 企业账号体系，Agent ID 对所有 Entra 客户可用，进一步的安全能力需要 Agent 365；没公布 agent 数量。" }, { "name": "Grounding with Google Search", "group": "q1", "url": "https://ai.google.dev/gemini-api/docs/google-search", "hq": "山景城", "founded": 2024, "desc": "Google 产品线：Gemini API 的联网搜索工具，让模型/agent 用实时网页结果并带引用", "total_raised": null, "funding": [], "key_data": [ { "k": "上线时间", "v": "2024 年 10 月 31 日在 Google AI Studio 与 Gemini API 推出", "date": "2024-10", "src": "https://developers.googleblog.com/en/gemini-api-and-ai-studio-now-offer-grounding-with-google-search/" }, { "k": "上线时定价", "v": "付费层每 1,000 次有依据的查询 35 美元", "date": "2024-10", "src": "https://developers.googleblog.com/en/gemini-api-and-ai-studio-now-offer-grounding-with-google-search/" }, { "k": "当前定价", "v": "Gemini 3 及更新模型：每月前 5,000 次搜索免费，之后每 1,000 次 14 美元；付费层默认每项目每天 1,500 次", "date": "2026-10", "src": "https://ai.google.dev/gemini-api/docs/google-search" }, { "k": "功能", "v": "模型自行决定是否搜索，返回带来源链接的引用；可与 URL context、代码执行、函数调用等组合", "date": "2026-10", "src": "https://ai.google.dev/gemini-api/docs/google-search" } ], "owner": "Google 产品线", "product_line_of": "Google", "note": "和图谱里同组的 Grounding with Bing Search（Microsoft）直接对位，各自绑定自家模型；没公布调用量。" }, { "name": "Google AP2", "group": "p1", "url": "https://ap2-protocol.org/", "hq": "山景城", "founded": 2025, "desc": "Google 产品线：Agent Payments Protocol，开放协议，用签名授权让 agent 完成支付", "total_raised": null, "funding": [], "key_data": [ { "k": "发布时间", "v": "2025 年 9 月 16 日发布，作为 A2A 与 MCP 的扩展", "date": "2025-09", "src": "https://cloud.google.com/blog/products/ai-machine-learning/announcing-agents-to-payments-ap2-protocol" }, { "k": "合作方数量", "v": "Google 称与 60 多家机构合作，含 Adyen、American Express、Coinbase、Mastercard、PayPal、Salesforce、ServiceNow 等", "date": "2025-09", "src": "https://cloud.google.com/blog/products/ai-machine-learning/announcing-agents-to-payments-ap2-protocol" }, { "k": "机制", "v": "用 Intent Mandate 与 Cart Mandate 两类加密签名授权，证明用户授权、商户可验真、出错可追责；支持银行卡、稳定币、实时银行转账", "date": "2025-09", "src": "https://cloud.google.com/blog/products/ai-machine-learning/announcing-agents-to-payments-ap2-protocol" }, { "k": "开源热度", "v": "GitHub 仓库 Apache-2.0 协议，约 3.3k star、519 fork(抓取时数字)", "date": "2026-10", "src": "https://github.com/google-agentic-commerce/AP2" } ], "owner": "Google 产品线", "product_line_of": "Google", "note": "和图谱里同组的 Stripe ACP、Coinbase x402 重叠；Google 还联合 Coinbase 等做了 A2A x402 扩展，说明和 x402 是互通而非对立；没公布交易量。" }, { "name": "Vercel AI Gateway", "group": "w1", "url": "https://vercel.com/ai-gateway", "hq": "旧金山", "founded": 2025, "desc": "Vercel 产品线：一个 API 调数百个模型，管路由、预算、日志与故障切换", "total_raised": null, "funding": [], "key_data": [ { "k": "GA 时间", "v": "2025-08-21 正式 GA（官方博客发布日）", "date": "2025-08", "src": "https://vercel.com/blog/ai-gateway-is-now-generally-available" }, { "k": "支持模型数", "v": "官网称 400+ 模型、一个 API Key", "date": "2026-10", "src": "https://vercel.com/ai-gateway" }, { "k": "token 处理量", "v": "官方 Production Index 称每月路由「数十万亿 token」（tens of trillions）；未给请求数", "date": "2026-10", "src": "https://vercel.com/blog/ai-gateway-production-index-october-2026" }, { "k": "定价方式", "v": "零加价：按上游官方牌价计费，含自带 Key（BYOK）；免费档每 30 天 5 美元额度", "date": "2025-08", "src": "https://vercel.com/blog/ai-gateway-is-now-generally-available" } ], "owner": "Vercel 产品线", "product_line_of": "Vercel", "note": "与同组 OpenRouter、Portkey、Cloudflare AI Gateway 功能重叠，卖点是零加价和 Vercel 生态；用量只给「数十万亿 token/月」量级，没公布请求数。" } ] }