{
 "about": "海外 VC、研究机构和公司画的工业 AI 市场图谱：by 谁画的、d 日期、u 原文、cats 分了哪些类、g 对应本图谱 layers.json 的层（all = 全景）。",
 "maps": [
  {
   "by": "CB Insights",
   "t": "The industrial AI agents & copilots market map",
   "d": "2024-12",
   "u": "https://www.cbinsights.com/research/industrial-ai-agents-copilots-market-map/",
   "img": "https://research-assets.cbinsights.com/2024/12/23174312/Industrial-AI-agents-copilots-MM-FI.png",
   "type": "research",
   "topic": "工业 Agent",
   "g": [
    "e1",
    "c1",
    "c2"
   ],
   "cats": "60 多家做工业 AI Agent / 副驾的公司，按行业（制造、物流、半导体、国防、建筑）和用例（制造优化、数字作业指导、工业安全合规、供应链、国防）分组",
   "note": "页面未署作者；图出自 2024 年底，已近两年，其中多数是副驾而不是能回写系统的 Agent。",
   "topic0": "工业 Agent 与副驾"
  },
  {
   "by": "ThreadMoat",
   "au": "Michael Finocchiaro",
   "t": "Engineering AI Market Map 2026: 1,100+ Startups Across CAD, PLM, Simulation, and Industrial AI",
   "d": "2026-06",
   "u": "https://threadmoat.com/insights/engineering-ai-market-map-2026",
   "type": "company",
   "topic": "研发设计",
   "g": [
    "b1",
    "b2",
    "b3",
    "a2"
   ],
   "cats": "九个投资域：工程 AI 副驾、制造 AI、PLM 与数字线程、CAD 与设计智能、仿真与 CAE、数字孪生、工业 IoT、BIM 与 AEC、增材与 CAM",
   "note": "商业数据库厂商自己的地图，页面没有地图图片（og 图是自动生成的标题卡，故不放预览图）；站内评分只当线索。作者 Michael Finocchiaro 来自该站公开署名。",
   "topic0": "工程 AI（设计、仿真、PLM、工业 AI）"
  },
  {
   "by": "ThreadMoat",
   "t": "Manufacturing AI and the MINT Stack: Where the Real Investment Opportunities Are in 2026",
   "d": "2026-06",
   "u": "https://threadmoat.com/insights/manufacturing-ai-mint-stack-2026",
   "type": "company",
   "topic": "全景",
   "g": [
    "c1",
    "c4",
    "c5",
    "b2",
    "a1"
   ],
   "cats": "把制造业 AI 切成四层 MINT：制造智能、工业 IoT、数值仿真、技术工作流 AI，并说明各层的老厂脆弱点和并购路径",
   "note": "更像一篇分层框架文章，而不是画公司的地图；无预览图。",
   "topic0": "制造业 AI（分层框架）"
  },
  {
   "by": "Bardin AI",
   "t": "The Israeli Industrial AI Landscape and Market Map 2026",
   "d": "2026-07",
   "u": "https://www.bardinai.com/blog/the-israeli-industrial-ai-landscape-2026",
   "img": "https://cdn.prod.website-files.com/68da7172ee2fb259b3cd3cd0/69f861f4c8f6056226a9f2af_Industrial%20Market%20Map.png",
   "type": "company",
   "topic": "全景",
   "g": [
    "all"
   ],
   "cats": "工程与设计 AI / 销售与服务 AI / 运营与质量 AI / 供应链与采购 AI / 机器逻辑与连接 AI 五大类，只收以色列公司",
   "note": "作者是图里的公司之一（Bardin 卖工业 AI 副驾），有利益关系；页面标注更新于 2026-07-09，原帖在 2026-05。",
   "topic0": "以色列工业 AI 全景"
  },
  {
   "by": "Axomap",
   "t": "Factory Intelligence & Industrial AI Agents Landscape（欧洲）",
   "d": "2026-07",
   "u": "https://axomap.com/maps/factory-intelligence-industrial-ai-agents",
   "type": "company",
   "topic": "工业 Agent",
   "g": [
    "c1",
    "c4",
    "c5",
    "e1"
   ],
   "cats": "生产与过程智能（Almetra、Cerrion、EthonAI、Pelico、Factbird）/ 质量与检测（36ZERO Vision、Matta）/ 一线与维护 Agent（Linexa、Edmund AI、Rotomate、Augmented Industries、remberg）",
   "note": "Axomap 是 AI 生成的创业公司数据库，每家公司带置信度；页面只有通用头图，不放预览图。",
   "topic0": "欧洲工厂智能与工业 Agent"
  },
  {
   "by": "Axomap",
   "t": "AI for Engineering & Product Development: AI-Native Design & CAD Landscape",
   "d": "2026-06",
   "u": "https://axomap.com/maps/ai-for-engineering-product-development-ai-native-design-cad",
   "type": "company",
   "topic": "研发设计",
   "g": [
    "b1",
    "b4"
   ],
   "cats": "用 AI 帮工程师创建、修改、探索、改进设计的创业公司，覆盖生成式 CAD、文字生成 CAD、几何修复、可制造性反馈，也含电子 / PCB 设计（Neural Concept、CELUS、Kyrall、Backflip、Zoo）",
   "note": "Axomap 是 AI 生成的数据库，公司逐家带置信度（高 / 中）；无预览图。",
   "topic0": "AI 原生设计与 CAD"
  },
  {
   "by": "Kai Waehner",
   "au": "Kai Waehner",
   "t": "Industrial IoT Landscape Q4 2026",
   "d": "2026-10",
   "u": "https://www.kai-waehner.de/landscapes/industrial-iot-landscape-q4-2026/",
   "type": "research",
   "topic": "数据与平台",
   "g": [
    "a1",
    "a2"
   ],
   "cats": "从边缘到云四列：工业连接（含 DataOps）/ SCADA 与边缘平台 / 统一命名空间 / 工业应用与 AI；每列分平台龙头、专家、新兴三档",
   "note": "个人分析师的季度图，另有 PDF 版（kai-waehner.de/landscapes-pdf/industrial-iot-landscape-q4-2026-kai-waehner.pdf）；页面没有可直接嵌的预览图。",
   "topic0": "工业 IoT 与 DataOps"
  },
  {
   "by": "ARC Advisory Group",
   "t": "MarketMap: Autonomous Execution Agents",
   "d": "2026-09",
   "u": "https://stage.arcweb.com/press/navigate-emerging-market-autonomous-execution-agents-greater-confidence",
   "type": "research",
   "topic": "工业 Agent",
   "g": [
    "e1",
    "d1",
    "c1"
   ],
   "cats": "按「解决方案能力 × 战略愿景」两个维度评估 29 家供应商（含 ABB、AVEVA、AspenTech、C3 AI、Rockwell、SAP、Siemens 等）；另有连续流程版评 11 家",
   "note": "报告付费，具体定位格没拿到；它对 Agent 的定义是必须能回写系统（write-back）。页面在 ARC 的 stage 子域名上，发布日期来自底稿（2026-09-22）。",
   "topic0": "工业自治执行 Agent"
  },
  {
   "by": "Activant Capital",
   "au": "Rebecca Rodseth",
   "t": "AI is Rewriting the Rules of Supply Chain",
   "d": "2025-06",
   "u": "https://activantcapital.com/research/ai-is-rewriting-the-rules-of-supply-chain",
   "img": "https://activantcapital.com/research-media/ai-is-rewriting-the-rules-of-supply-chain-cover.png",
   "type": "vc",
   "topic": "生产运营",
   "g": [
    "c2",
    "c3"
   ],
   "cats": "三类：AI 编排者 / AI 物流操作系统 / AI 副驾；x 轴 AI 融合度，y 轴预期市场增速",
   "note": "偏物流与供应链，对应图谱 c2 的外延。",
   "topic0": "供应链 AI"
  },
  {
   "by": "Supplify",
   "t": "The Agentic AI Supply Chain Tech Map 2026",
   "d": "2026-10",
   "u": "https://getsupplify.com/supply-chain-map/",
   "img": "https://getsupplify.com/wp-content/uploads/2026/10/Agentic-AI-Map-07.10.26-scaled.webp",
   "type": "company",
   "topic": "工业 Agent",
   "g": [
    "c2",
    "c3"
   ],
   "cats": "供应链 Agent 公司按环节排布（具体分类图中，正文我没读到）",
   "note": "页面 meta 日期是 2025-10-03，但图文件名是 2026-10（07.10.26），日期以图为准；分类没核。",
   "topic0": "供应链 Agent"
  },
  {
   "by": "IoT Analytics",
   "t": "Industrial AI Market Report 2025–2030",
   "d": "2025-08",
   "u": "https://iot-analytics.com/product/industrial-ai-market-report-2025-2030/",
   "type": "research",
   "topic": "大厂",
   "g": [
    "all"
   ],
   "cats": "技术栈三层：硬件（处理器、计算系统）/ 软件（平台、AI 原生应用）/ 服务；48 个用例分 10 大类；提到 670 家公司和前 15 大供应商份额",
   "note": "公司版图和份额在付费报告里，页面只有产品图标，不放预览图；2024 年市场 436 亿美元、2030 年 1539 亿美元的数字来自转引。",
   "topic0": "工业 AI 市场（含公司份额）"
  },
  {
   "by": "LNS Research",
   "t": "2026 Industrial AI Data Platforms Solution Selection Matrix (SSM) Guidebook",
   "d": "2026",
   "u": "https://blog.lnsresearch.com/industrial-ai-sssm-data-platforms-2026",
   "img": "https://blog.lnsresearch.com/hubfs/Industrial%20AI%20Platforms%20SSM_All%20Guidebook%20Graphic.png",
   "type": "research",
   "topic": "数据与平台",
   "g": [
    "a1",
    "a2"
   ],
   "cats": "工业 AI 数据平台供应商的选型矩阵",
   "note": "矩阵内容付费，页面没标月份，我只核到标题和封面图。",
   "topic0": "工业 AI 数据平台"
  },
  {
   "by": "LNS Research",
   "t": "2026 Connected Frontline Workforce SSM Guidebook",
   "d": "2026",
   "u": "https://www.lnsresearch.com/hubfs/LNS%20Research%202026%20Connected%20Frontline%20Workforce%20SSM%20Guidebook%20rvf.pdf",
   "type": "research",
   "topic": "生产运营",
   "g": [
    "c1"
   ],
   "cats": "连接一线工人平台的选型矩阵，评价维度含工业战略（离散、批量 / 混合、流程）等",
   "note": "这是 PDF 指南，我只从搜索摘要看到评价维度，PDF 的完整标题与月份没核。",
   "topic0": "一线工人与连接工人"
  },
  {
   "by": "b2venture",
   "au": "Anna Bosch",
   "t": "Europe's Industrial Moment（From Pre-Production to Post-Production: Unveiling the Industrial Automation Startup Landscape）",
   "d": "2025-07",
   "u": "https://www.b2venture.vc/stories/europes-industrial-moment-why-ai-automation-is-the-key-to-revitalizing-manufacturing-competitiveness",
   "img": "https://cdn.prod.website-files.com/63e3cb316f5eb8345f047bfd/6863e3a01a3977626f9a1c46_MarketMapIA.png",
   "type": "vc",
   "topic": "生产运营",
   "g": [
    "all"
   ],
   "cats": "价值链：投产前 / 生产 / 投产后；细分含采购自动化、CPQ 自动化、分析与预测性维护、过程控制与优化、工业物流、一线指导与知识管理",
   "note": "地图是文内插图（MarketMapIA.png）。",
   "topic0": "欧洲工业自动化"
  },
  {
   "by": "b2venture × Hitachi Ventures × AENU",
   "t": "Unlocking Value Through Industrial AI Agents（Market Map for Industrial AI Agents）",
   "d": "2025-05",
   "u": "https://b2venture.vc/stories/unlocking-value-through-industrial-ai-agents",
   "img": "https://cdn.prod.website-files.com/63e3cb316f5eb8345f047bfd/682ef441202dc7cc8af45dd2_Market%20Map%202.png",
   "type": "vc",
   "topic": "工业 Agent",
   "g": [
    "e1"
   ],
   "cats": "工业 AI Agent 公司地图（图里的具体分类我没逐项读）；正文按感知、规划、行动与三阶段演进讨论",
   "note": "三家机构联合出的图；图是文内插图，分类细节只能看图。",
   "topic0": "工业 AI Agent"
  },
  {
   "by": "Menlo Ventures",
   "t": "Tailwinds of Change: Reengineering Hardware Design and Manufacturing",
   "d": "2024-04",
   "u": "https://menlovc.com/perspective/tailwinds-of-change-reengineering-hardware-design-and-manufacturing/",
   "img": "https://menlovc.com/wp-content/uploads/2024/04/hardware_engineering-manufacturing_market_map-040524-scaled.webp",
   "type": "vc",
   "topic": "研发设计",
   "g": [
    "b1",
    "b2",
    "b3",
    "b4",
    "c1"
   ],
   "cats": "三块：打破封闭设计环境（Colab、Bild、Duro、Allspice、Rollup、Copia）/ 用生成式 AI 简化设计测试制造（Flux、Quilter、Zoo、PhysicsX、Siml.ai、Dirac）/ MES 上云（First Resonance、Fulcrum）",
   "note": "2024 年初的图，AI 仿真等公司当时都很早期；署名是 Menlo Ventures。",
   "topic0": "硬件设计与制造软件"
  },
  {
   "by": "Energize Capital",
   "t": "Industrial AI: The New Wave of Innovation Hitting Heavy Industry",
   "d": "2026-06",
   "u": "https://energizecap.com/insights/industrial-ai-deep-dive",
   "img": "https://cdn.prod.website-files.com/69d36ebef988906ac9d9a2bb/6a1e0e21ac954ff07c646bb9_Market%20Map.avif",
   "type": "vc",
   "topic": "研发设计",
   "g": [
    "b2",
    "c1",
    "c5",
    "d1"
   ],
   "cats": "沿产品从概念到上市的价值链分三段：产品设计与仿真 / 工厂运营 / 自动化",
   "note": "文内的 Market Map 是图片（AVIF 格式，部分浏览器可能不显示），公司清单在图里，正文没有全部展开。",
   "topic0": "工业 AI（设计仿真、工厂运营、自动化）"
  },
  {
   "by": "Fortino Capital × āltitude × SME Tech Leaders",
   "au": "SME Tech Leaders",
   "t": "The SME Manufacturing Tech DACH 50",
   "d": "2025-03",
   "u": "https://smetechleaders.substack.com/p/the-sme-manufacturing-tech-dach-50",
   "img": "https://substackcdn.com/image/fetch/$s_!FMF7!,w_1200,h_675,c_fill,f_jpg,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feb9889bc-db23-4629-b1e1-6480f143db11_1600x900.png",
   "type": "vc",
   "topic": "生产运营",
   "g": [
    "all"
   ],
   "cats": "德国、奥地利、瑞士 50 家面向制造业中小企业的软件创业公司地图，覆盖智能工厂、自动化、工人增强、预测性维护",
   "note": "Fortino Capital 是 VC，āltitude 与 SME Tech Leaders 是合作方，地图版权标 Fortino；预览图用的是文章头图，不确定是否就是地图本身。",
   "topic0": "德语区中小制造企业软件"
  },
  {
   "by": "Verdantix",
   "t": "Green Quadrant: Industrial Data Management Solutions 2025",
   "d": "2025",
   "u": "https://www.verdantix.com/vantage/report/green-quadrant-industrial-data-management-solutions-2025",
   "type": "research",
   "topic": "数据与平台",
   "g": [
    "a1",
    "a2"
   ],
   "cats": "对工业数据管理软件供应商做 Green Quadrant 定位评估",
   "note": "付费报告，页面只有标题；具体供应商和分类没核，也没有预览图。",
   "topic0": "工业数据管理"
  },
  {
   "by": "Verdantix",
   "t": "Green Quadrant: Industrial AI Analytics Software (2025)",
   "d": "2025",
   "u": "https://www.verdantix.com/client-portal/report/green-quadrant--industrial-ai-analytics-software-2025",
   "type": "research",
   "topic": "数据与平台",
   "g": [
    "a2",
    "c5",
    "c4"
   ],
   "cats": "对工业 AI 分析软件供应商做 Green Quadrant 定位评估",
   "note": "客户门户页面，付费；具体供应商没核，也没有预览图。",
   "topic0": "工业 AI 分析软件"
  },
  {
   "by": "Cambashi",
   "t": "Industrial AI for CAE Startup and SME Landscape Review Q3 2026",
   "d": "2026-09",
   "u": "https://cambashi.com/shop/cae-reports/cambashi-report-industrial-ai-for-cae-startup-and-sme-landscape-review-q3-2026/",
   "img": "https://cambashi.com/wp-content/uploads/2026/08/edited_cover_white_text_no_anchor-768x1024.png",
   "type": "research",
   "topic": "研发设计",
   "g": [
    "b2"
   ],
   "cats": "与 Dr. Keith Hanna 合作建的数据库，收 120 多家「AI 做 CAE / 仿真」的创业公司和中小企业",
   "note": "20 页付费报告，页面只有简介，页面标注 2026-09-14 上架；分类细节没拿到。",
   "topic0": "AI 仿真 / CAE"
  },
  {
   "by": "Frost & Sullivan",
   "t": "Frost Radar: Augmented Connected Worker (End-to-End Platforms), 2025",
   "d": "2025",
   "u": "https://go.frost.com/fr/ind/kc1a_augmentedconnectedworker",
   "type": "research",
   "topic": "生产运营",
   "g": [
    "c1"
   ],
   "cats": "对端到端增强型连接工人平台供应商做 Frost Radar 评估（Tulip 等在评估范围内，搜索摘要所见）",
   "note": "付费报告，页面只有标题和简介，具体定位没拿到；无预览图。",
   "topic0": "连接工人 / 一线运营"
  },
  {
   "by": "BTU Graph",
   "t": "Energy AI companies",
   "d": "2026-09",
   "u": "https://btugraph.com/energy-ai-companies/",
   "type": "company",
   "topic": "能源与流程",
   "g": [
    "d2"
   ],
   "cats": "按应用列出能源与资源领域的 AI 公司，入选标准是「AI 必须触及一个能源决策」，并区分预测、建议、自动控制和人工批准动作",
   "note": "目录型网站，日期来自搜索索引（2026-09），页面本身没标；预览图是通用 og 图，不放。",
   "topic0": "能源 AI"
  },
  {
   "by": "Industrial Atlas",
   "t": "480 Industrial Technology Startups",
   "u": "https://www.indatlas.com/startups/?category=industrial-data-infrastructure",
   "type": "company",
   "topic": "全景",
   "g": [
    "all"
   ],
   "cats": "480 家工业技术创业公司，按 AI、维护、机器人、视觉检测、OT 安全、运营、可持续等筛选",
   "note": "这是可筛选的目录，页面本身未标日期，我打开时目录表是空的（需要交互加载），所以公司数是页面标题所说，未核。",
   "topic0": "工业技术创业公司目录"
  },
  {
   "by": "Bessemer Venture Partners",
   "au": "Jeremy Levine 等",
   "t": "50 startups transforming industries with physical AI",
   "d": "2026-03",
   "u": "https://www.bvp.com/atlas/50-startups-transforming-industries-with-physical-ai",
   "img": "https://cdn.sanity.io/images/2e9xvz8g/production/cf2e4fca2edb7af9767120de718a85e0f7580632-1600x900.png",
   "type": "vc",
   "topic": "全景",
   "g": [
    "all"
   ],
   "cats": "八类：自动驾驶 / 气候与农业 / 消费机器人 / 国防 / 通用基础模型 / 健康与生命科学 / 工业机器人 / 机器人基础设施",
   "note": "偏机器人，不属于本图谱范围；只对照用，其中「机器人基础设施」类含部分软件公司。",
   "topic0": "物理 AI（偏机器人）"
  },
  {
   "by": "Sapphire Ventures",
   "au": "Adam Liu、Adrian Kania 等",
   "t": "Physical AI: The Countdown to Robotics' ChatGPT Moment",
   "d": "2026-08",
   "u": "https://sapphireventures.com/blog/physical-ai-chatgpt-moment/",
   "img": "https://sapphireventures.com/wp-content/uploads/2026/08/Physical-AI-market-map-v11-1-scaled.png",
   "type": "vc",
   "topic": "全景",
   "g": [
    "all"
   ],
   "cats": "物理 AI 公司按层排布的市场地图（分类细节我没逐项读）",
   "note": "偏机器人，不属于本图谱范围；只对照用。",
   "topic0": "物理 AI（偏机器人）"
  }
 ]
}