@@ -1,5 +1,5 @@
{
"version" : "2026-10-30-tc-biotech -1" ,
"version" : "2026-10-30-speedrun-2025-models -1" ,
"asOf" : "2026-10-30" ,
"scope" : "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。" ,
"limitations" : [
@@ -29655,6 +29655,279 @@
"SR26-PREMAN-SDK"
]
}
} ,
{
"id" : "AI096" ,
"name" : "Hotbox" ,
"url" : "https://www.hotbox.app/" ,
"cat" : "C06" ,
"year" : 2025 ,
"team" : 3 ,
"location" : "美国旧金山" ,
"business" : "识别Instagram评论与故事中的购买意图，通过私信问答、结账与CRM支持品牌限量发售。" ,
"buyer" : "消费品牌、票务及社交电商增长团队" ,
"delivery" : "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。" ,
"notes" : "同页标题$450K ARR与正文pre-launch $350K ARR并存，时序未知，均仅交叉核对；$4M管线、客户成交和创始人旧公司业绩排除。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "本轮未取得明确套餐或已签收费；网页商品演示价格不是Hotbox收费" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "self" ,
"evidenceIds" : [
"SR25-HOTBOX" ,
"SR25-HOTBOX-HOME"
] ,
"businessModel" : "社交电商转化软件；订阅、实施或结果收费分摊待核" ,
"entityBasis" : "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-HOTBOX-HOME"
]
}
} ,
{
"id" : "AI097" ,
"name" : "OneGC" ,
"url" : "https://onegc.com/" ,
"cat" : "C07" ,
"year" : 2025 ,
"team" : 3 ,
"location" : "美国旧金山" ,
"business" : "AI整理合同、公司治理与雇佣事项，结合律师审阅和办理，为初创企业提供持续法务服务。" ,
"buyer" : "初创企业创始人及法务团队" ,
"delivery" : "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。" ,
"notes" : "机构页$1.18M以上ARR旁列420K试点，覆盖关系未清；不相加或相减推付费ARR。机构年订阅额度描述与当前官网固定月费并列，律所与平台收入拆分待核。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR007批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "官网Starter $999/月，Growth $1,999/月起，企业定制；标价并非实际合同或收入" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "self" ,
"evidenceIds" : [
"SR25-ONEGC" ,
"SR25-ONEGC-HOME"
] ,
"businessModel" : "技术平台加律师专业服务；覆盖事项固定月费，特殊事项另报固定费用" ,
"entityBasis" : "官网自述OneGC Law为提供法律服务的加州专业公司，OneGC, Inc.为独立技术平台公司；登记及各主体收入合并范围尚未独立核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-ONEGC-HOME"
]
}
} ,
{
"id" : "AI098" ,
"name" : "Omi Health" ,
"url" : "https://omihealth.com/" ,
"cat" : "C07" ,
"year" : 2025 ,
"team" : 2 ,
"location" : "美国纽约" ,
"business" : "宠物年度血液/唾液检测、兽医支持与AI健康计划及数据管理。" ,
"buyer" : "宠物家庭" ,
"delivery" : "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。" ,
"notes" : "机构把2000人等待名单折算约$1M estimated ARR，并非已收费收入；当前官网4000多宠物家庭不证明付费人数。Ritual旧ARR排除。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "官网$500/年，含年度检测和支持；不按等待名单乘标价当实际收入" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "unknown" ,
"evidenceIds" : [
"SR25-OMI-HEALTH" ,
"SR25-OMI-HEALTH-HOME"
] ,
"businessModel" : "年度会员包含实体检测、兽医服务和软件；服务成本及软件收入比例待核" ,
"entityBasis" : "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-OMI-HEALTH-HOME"
]
}
} ,
{
"id" : "AI099" ,
"name" : "First Voyage（ ） ,
"url" : "https://momoselfcare.com/" ,
"cat" : "C09" ,
"year" : 2025 ,
"team" : 2 ,
"location" : "美国旧金山" ,
"business" : "以AI虚拟宠物和任务奖励支持睡眠记录、每日反思与习惯养成。" ,
"buyer" : "个人消费者" ,
"delivery" : "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。" ,
"notes" : "机构的任务完成量与次日留存不等付费或收入；$1.5M ARR属于创始人此前Coachify，不归First Voyage。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR005批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "本轮未核明确套餐或已签收费" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "unknown" ,
"evidenceIds" : [
"SR25-FIRST-VOYAGE" ,
"SR25-FIRST-VOYAGE-HOME"
] ,
"businessModel" : "消费者自我照护应用；订阅、内购与具体收费本轮未核" ,
"entityBasis" : "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-FIRST-VOYAGE-HOME"
]
}
} ,
{
"id" : "AI100" ,
"name" : "DRS" ,
"url" : "https://teamdrs.ai/" ,
"cat" : "C08" ,
"year" : 2025 ,
"team" : 10 ,
"location" : "美国旧金山" ,
"business" : "消费级AI照片与视频创作应用工作室，跨产品复用增长、订阅和运营基础设施。" ,
"buyer" : "照片与视频创作消费者" ,
"delivery" : "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。" ,
"notes" : "机构自述三款应用合计$1.3M ARR，第二款$400K是产品里程碑，不能再次相加；创始人旧公司ARR、收购金额与人数排除。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR007批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "官网列Glow与Make的应用入口；本轮未读取各商店当前套餐及已付费合同" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "self" ,
"evidenceIds" : [
"SR25-DRS" ,
"SR25-DRS-HOME"
] ,
"businessModel" : "多应用组合经营；官网列订阅/定价基础设施，内购净收入及平台抽成分摊待核" ,
"entityBasis" : "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-DRS-HOME"
]
}
} ,
{
"id" : "AI101" ,
"name" : "Hammock" ,
"url" : "https://www.usehammock.co/" ,
"cat" : "C07" ,
"year" : 2025 ,
"team" : 5 ,
"location" : "美国纽约" ,
"business" : "雇主HSA/FSA及HRA福利管理，用AI发现合资格支出，结合卡片、薪资对接和人员支持。" ,
"buyer" : "雇主、HR及福利经纪团队" ,
"delivery" : "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。" ,
"notes" : "机构旧描述侧重公司健康保险，当前官网侧重HSA/FSA与福利账户管理；$50M ARR属Berry Street、$1B属WeightWatchers履历，均不归Hammock。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "官网按员工/月及所选模块报价，未公开具体金额" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "unknown" ,
"evidenceIds" : [
"SR25-HAMMOCK" ,
"SR25-HAMMOCK-HOME"
] ,
"businessModel" : "福利管理软件及配套服务，按员工每月计费并按模块报价；资金账户余额不是软件收入" ,
"entityBasis" : "官网页脚Voyager HLTH Inc.；品牌与该主体关联仅据官网，精确注册、其他金融/服务提供方及收费主体待核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-HAMMOCK-HOME"
]
}
} ,
{
"id" : "AI102" ,
"name" : "Cedar（招聘网络）" ,
"url" : "https://agentcedar.com/" ,
"cat" : "C05" ,
"year" : 2025 ,
"team" : 4 ,
"location" : "美国旧金山" ,
"business" : "利用员工关系访谈与AI代理构建推荐招聘网络，帮助企业发现候选人。" ,
"buyer" : "企业招聘及人才团队" ,
"delivery" : "公开机构介绍可读；官网交付说明可读，未独立运行或核验客户合同。" ,
"notes" : "机构标题$2.5M contracted revenue与正文closed $3M并存，无期间、确认或经常性定义；均不作实际ARR。Hootsuite旧ARR及客户招聘成本排除。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "本轮未取得公开套餐或已签收费细则" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "unknown" ,
"evidenceIds" : [
"SR25-CEDAR" ,
"SR25-CEDAR-HOME"
] ,
"businessModel" : "招聘网络与推荐代理；订阅、服务或成功推荐收费未核" ,
"entityBasis" : "机构getcedar.ai链接导向agentcedar.com，页脚Cedar AI Agents, Inc.；法律登记及收入签约主体尚未独立核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "已读官网与机构页交付自述；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-CEDAR" ,
"SR25-CEDAR-HOME"
]
}
} ,
{
"id" : "AI103" ,
"name" : "Loops AI（ ） ,
"url" : "https://loopsai.com/" ,
"cat" : "C06" ,
"year" : 2025 ,
"team" : 21 ,
"location" : "美国旧金山" ,
"business" : "电商商品数据补全、意图搜索、购物助手及客户支持代理，结合部署和持续优化服务。" ,
"buyer" : "零售及电商运营团队" ,
"delivery" : "公开机构介绍可读；官网仅返回标识，正文留缺，未独立运行或核验客户合同。" ,
"notes" : "CEO履历中的当前Loops $500K以上ARR仅自述；客户部署$10M以上销售不等Loops收入，70多客户和试点也不等全部付费。" ,
"cohort" : "2025年成立，据Speedrun Founded字段；SR006批次与成立、推出日期分开" ,
"teamBasis" : "Speedrun列Employees，人数截至日未注明；不把创始人旧公司人数相加" ,
"price" : "本轮未核具体套餐或合同，官网正文读取不足" ,
"stage" : "公开产品或业务介绍；收入、客户付费与实际交付尚未独立验证" ,
"sourceType" : "a16z Speedrun投资机构介绍及公司官网" ,
"revenueStatus" : "self" ,
"evidenceIds" : [
"SR25-LOOPS-AI" ,
"SR25-LOOPS-AI-HOME"
] ,
"businessModel" : "电商软件与人工部署、持续优化服务；软件、用量及服务收费分摊待核" ,
"entityBasis" : "机构成立字段与官网链接对应；精确法律注册、当前股权及集团合并范围待核。" ,
"classificationBasis" : "按当前主要买家、任务和交付归类；行业、AI标签与创始人旧履历不代替主营判断。" ,
"technicalReview" : {
"level" : "description" ,
"reviewedAt" : "2026-10-30" ,
"summary" : "仅机构页技术自述可读，官网正文读取不足；未独立运行产品、模型或复现性能测试。" ,
"evidenceIds" : [
"SR25-LOOPS-AI"
]
}
}
] ,
"observations" : [
@@ -32992,6 +33265,186 @@
"reason" : "原文sourced金额，未披露经纪费或净收入，不当经常性ARR" ,
"bound" : ">" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-HOTBOX-HEAD" ,
"company" : "AI096" ,
"name" : "Hotbox" ,
"kind" : "标题自述ARR" ,
"value" : 450000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-HOTBOX" ,
"scope" : "公司整体" ,
"selection" : "crosscheck" ,
"reason" : "与同页发布前350K口径/时点未核，不能取最大值作当前实际收入" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-HOTBOX-PRELAUNCH" ,
"company" : "AI096" ,
"name" : "Hotbox" ,
"kind" : "发布前自述ARR" ,
"value" : 350000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-HOTBOX" ,
"scope" : "公司整体" ,
"selection" : "crosscheck" ,
"reason" : "发布前承诺、签约和已开始付费未拆，不能确定较新一值" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-HOTBOX-PIPELINE" ,
"company" : "AI096" ,
"name" : "Hotbox" ,
"kind" : "销售管线" ,
"value" : 4000000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-HOTBOX" ,
"scope" : "非同期比较记录" ,
"selection" : "excluded" ,
"reason" : "潜在成交不是已实现公司收入或ARR" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-ONEGC-ARR" ,
"company" : "AI097" ,
"name" : "OneGC" ,
"kind" : "含试点关系待核的ARR声明" ,
"value" : 1180000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-ONEGC" ,
"scope" : "公司整体" ,
"selection" : "crosscheck" ,
"reason" : "旁列420K in pilot，包含/另计及已付费关系不明，不认定纯已实现ARR" ,
"bound" : ">" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-ONEGC-PILOT" ,
"company" : "AI097" ,
"name" : "OneGC" ,
"kind" : "试点金额声明" ,
"value" : 420000 ,
"unit" : "原文420K，括号沿用$语境，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-ONEGC" ,
"scope" : "非同期比较记录" ,
"selection" : "excluded" ,
"reason" : "试点与1.18M声明覆盖关系未知，不单独相加/相减，也不视为已付费ARR" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-OMI-WAITLIST" ,
"company" : "AI098" ,
"name" : "Omi Health" ,
"kind" : "等待名单假设折算年收入" ,
"value" : 1000000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-OMI-HEALTH" ,
"scope" : "非同期比较记录" ,
"selection" : "excluded" ,
"reason" : "2000等待名单的预计转化，不是实际ARR或基于已付费收入的估算" ,
"bound" : "约" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-DRS-PORTFOLIO" ,
"company" : "AI100" ,
"name" : "DRS" ,
"kind" : "应用组合自述ARR" ,
"value" : 1300000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-DRS" ,
"scope" : "公司整体" ,
"selection" : "signal" ,
"reason" : "当前公司三应用合计自述，收入是否扣平台费、币种与时点未核" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-DRS-SECOND-APP" ,
"company" : "AI100" ,
"name" : "DRS" ,
"kind" : "第二款应用ARR里程碑" ,
"value" : 400000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-DRS" ,
"scope" : "单应用子集" ,
"selection" : "crosscheck" ,
"reason" : "单产品子集与公司组合口径不同，不能叠加130万或作为独立公司" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-CEDAR-CONTRACTED" ,
"company" : "AI102" ,
"name" : "Cedar（招聘网络）" ,
"kind" : "签约收入声明" ,
"value" : 2500000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-CEDAR" ,
"scope" : "非同期比较记录" ,
"selection" : "excluded" ,
"reason" : "contracted未给合同期限、履行和回款，不能当实际收入或ARR" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-CEDAR-CLOSED" ,
"company" : "AI102" ,
"name" : "Cedar（招聘网络）" ,
"kind" : "成交金额声明" ,
"value" : 3000000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-CEDAR" ,
"scope" : "口径待核的成交声明" ,
"selection" : "crosscheck" ,
"reason" : "closed revenue与标题签约额的时点和范围未拆，不证明已确认收入或经常性" ,
"bound" : "=" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-LOOPS-ARR" ,
"company" : "AI103" ,
"name" : "Loops AI（ ） ,
"kind" : "CEO自述当前公司ARR" ,
"value" : 500000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-LOOPS-AI" ,
"scope" : "公司整体" ,
"selection" : "signal" ,
"reason" : "履历明确指当前Loops，仍为自述；币种、具体截至日及软件/部署费拆分未核" ,
"bound" : ">" ,
"comparisonGroup" : null
} ,
{
"id" : "SR25-O-LOOPS-CUSTOMER-SALES" ,
"company" : "AI103" ,
"name" : "Loops AI（ ） ,
"kind" : "客户部署带来销售" ,
"value" : 10000000 ,
"unit" : "原文$，币种待核" ,
"timing" : "页面未给日历财务截至日；2026-10-30读取，非业务时点" ,
"evidence" : "SR25-LOOPS-AI" ,
"scope" : "非同期比较记录" ,
"selection" : "excluded" ,
"reason" : "客户交易额不等Loops收费、净收入或经常性ARR" ,
"bound" : ">" ,
"comparisonGroup" : null
}
] ,
"evidence" : [
@@ -49835,6 +50288,193 @@
"kind" : "监管原始申报" ,
"summary" : "发行人Surgicure Technologies, Inc.申报Delaware、2019年组织成立，CIK2038291。" ,
"limitation" : "发行人自报、未经SEC独立审核；不是募资等于经营收入，不能与英国同名医疗公司合并。"
} ,
{
"id" : "SR25-HOTBOX" ,
"companyId" : "AI096" ,
"title" : "Hotbox机构成立、团队及业务介绍" ,
"url" : "https://speedrun.a16z.com/companies/hotbox" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-HOTBOX-HOME" ,
"companyId" : "AI096" ,
"title" : "Hotbox官网交付与收费" ,
"url" : "https://www.hotbox.app/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官方资料" ,
"summary" : "官网展示社交互动到私信结账、CRM同步与人工接管；客户转化案例和商品结账演示单列。" ,
"limitation" : "演示订单及客户转化不是公司收入；未核性能、客户独立数据或签约收费。"
} ,
{
"id" : "SR25-ONEGC" ,
"companyId" : "AI097" ,
"title" : "OneGC机构成立、团队及业务介绍" ,
"url" : "https://speedrun.a16z.com/companies/onegc" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， （ ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-ONEGC-HOME" ,
"companyId" : "AI097" ,
"title" : "OneGC官网交付与收费" ,
"url" : "https://onegc.com/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官方资料" ,
"summary" : "官网提供合同、雇佣和治理的AI平台与律师服务，覆盖事项按月固定收费，特殊事项另报价；FAQ区分OneGC Law和OneGC, Inc.。" ,
"limitation" : "官网套餐不是实际合同；安全、执照及效果宣传未独立验证，律所服务与软件收入不能自动合并成纯SaaS。"
} ,
{
"id" : "SR25-OMI-HEALTH" ,
"companyId" : "AI098" ,
"title" : "Omi Health机构成立、团队及业务介绍" ,
"url" : "https://speedrun.a16z.com/companies/omi-health" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， ； ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-OMI-HEALTH-HOME" ,
"companyId" : "AI098" ,
"title" : "Omi Health官网交付与收费" ,
"url" : "https://omihealth.com/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官方资料" ,
"summary" : "joinomi.com链接导向omihealth.com；年费会员包含血液和唾液检测、兽医支持、AI个性化健康计划与数据跟踪。" ,
"limitation" : "临床与寿命宣传未独立核；标价、邀请名单及等待人数不是收入，也不当纯软件订阅。"
} ,
{
"id" : "SR25-FIRST-VOYAGE" ,
"companyId" : "AI099" ,
"title" : "First Voyage（ ,
"url" : "https://speedrun.a16z.com/companies/first-voyage" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-FIRST-VOYAGE-HOME" ,
"companyId" : "AI099" ,
"title" : "First Voyage（ ,
"url" : "https://momoselfcare.com/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官方资料" ,
"summary" : "官网展示日常反思、睡眠/习惯任务及金币装扮虚拟宠物。" ,
"limitation" : "任务和虚拟金币不等现金收入；未独立测试AI能力、心理健康效果或留存，未核收费。"
} ,
{
"id" : "SR25-DRS" ,
"companyId" : "AI100" ,
"title" : "DRS机构成立、团队及业务介绍" ,
"url" : "https://speedrun.a16z.com/companies/drs" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-DRS-HOME" ,
"companyId" : "AI100" ,
"title" : "DRS官网交付与收费" ,
"url" : "https://teamdrs.ai/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官方资料" ,
"summary" : "官网列Glow照片/视频、Make视频及Glow Web入口，自述共用订阅、归因、数据与运营实验系统。" ,
"limitation" : "未读取应用商店条款或核账户独立性、应用净收入和实际性能；多个入口不自动当多个独立公司。"
} ,
{
"id" : "SR25-HAMMOCK" ,
"companyId" : "AI101" ,
"title" : "Hammock机构成立、团队及业务介绍" ,
"url" : "https://speedrun.a16z.com/companies/hammock" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-HAMMOCK-HOME" ,
"companyId" : "AI101" ,
"title" : "Hammock官网交付与收费" ,
"url" : "https://www.usehammock.co/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官方资料" ,
"summary" : "当前官网为HSA/FSA、wellness及HRA福利管理，AI发现可报支出；FAQ列员工/月模块报价，页脚Voyager HLTH Inc.。" ,
"limitation" : "账户支出、税务节省和客户预算不是公司收入；临床、税务及合规宣传未独立核，不按旧介绍覆盖当前业务。"
} ,
{
"id" : "SR25-CEDAR" ,
"companyId" : "AI102" ,
"title" : "Cedar（招聘网络）机构成立、团队及业务介绍" ,
"url" : "https://speedrun.a16z.com/companies/cedar" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-CEDAR-HOME" ,
"companyId" : "AI102" ,
"title" : "Cedar（招聘网络）官网交付与收费" ,
"url" : "https://agentcedar.com/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官方资料" ,
"summary" : "getcedar.ai导向agentcedar.com；当前首页仅简述招聘合作与介绍网络，页脚Cedar AI Agents, Inc.。" ,
"limitation" : "官网细节有限，机构的代理机制仅自述；未核真实付费、合同确认或ARR，与其他同名Cedar公司分开。"
} ,
{
"id" : "SR25-LOOPS-AI" ,
"companyId" : "AI103" ,
"title" : "Loops AI（ ,
"url" : "https://speedrun.a16z.com/companies/loops-ai" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "投资机构名录及公司自述" ,
"summary" : "Founded 2025， ， ,
"limitation" : "机构转载公司声明，精确注册、人数截至日、财务日历时点、币种及合同底表未独立核验；批次不等成立日。"
} ,
{
"id" : "SR25-LOOPS-AI-HOME" ,
"companyId" : "AI103" ,
"title" : "Loops AI（ ,
"url" : "https://loopsai.com/" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "公司官网访问缺项" ,
"summary" : "当前仅返回Loops标识和电商操作系统标题，未取得功能、定价或条款正文。" ,
"limitation" : "不能声称官网正文已读；当前功能取机构页公司自述，客户GMV、旧Peak Games退出与公司ARR分开。"
} ,
{
"id" : "SR25-DIRECTORY-ACCESS" ,
"companyId" : null ,
"title" : "Speedrun动态目录读取缺项" ,
"url" : "https://speedrun.a16z.com/companies" ,
"publishedAt" : null ,
"accessedAt" : "2026-10-30" ,
"kind" : "机构名录访问缺项" ,
"summary" : "静态读取仅返回搜索/筛选外壳；浏览器导航和后续读取连续超时，未取得公司卡片全集。" ,
"limitation" : "不将定向详情页样本当完整SR005/006/007批次或2025—2026年公司目录；登录完整投资者资料仍未读取。"
}
] ,
"reviews" : [
@@ -51989,6 +52629,137 @@
"TC25-BIO-SURGICURE-SEC"
] ,
"handling" : "生物技术不直接等AI；治疗、医疗硬件、试剂及商业培训软件按交付分开。论文、临床计划、审批目标、专利、融资、赞助及客户ROI不作已实现ARR或独立验证。Nephrogen批次冲突、Avara空白条款与同名登记、REME-D机构访问缺项保留。"
} ,
{
"id" : "SR25-R-HOTBOX" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "Hotbox" ,
"scope" : "companies" ,
"companyIds" : [
"AI096"
] ,
"summary" : "同页标题$450K ARR与正文pre-launch $350K ARR并存，时序未知，均仅交叉核对；$4M管线、客户成交和创始人旧公司业绩排除。" ,
"evidenceIds" : [
"SR25-HOTBOX" ,
"SR25-HOTBOX-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-ONEGC" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "OneGC" ,
"scope" : "companies" ,
"companyIds" : [
"AI097"
] ,
"summary" : "机构页$1.18M以上ARR旁列420K试点，覆盖关系未清；不相加或相减推付费ARR。机构年订阅额度描述与当前官网固定月费并列，律所与平台收入拆分待核。" ,
"evidenceIds" : [
"SR25-ONEGC" ,
"SR25-ONEGC-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-OMI-HEALTH" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "Omi Health" ,
"scope" : "companies" ,
"companyIds" : [
"AI098"
] ,
"summary" : "机构把2000人等待名单折算约$1M estimated ARR，并非已收费收入；当前官网4000多宠物家庭不证明付费人数。Ritual旧ARR排除。" ,
"evidenceIds" : [
"SR25-OMI-HEALTH" ,
"SR25-OMI-HEALTH-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-FIRST-VOYAGE" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "First Voyage（ ） ,
"scope" : "companies" ,
"companyIds" : [
"AI099"
] ,
"summary" : "机构的任务完成量与次日留存不等付费或收入；$1.5M ARR属于创始人此前Coachify，不归First Voyage。" ,
"evidenceIds" : [
"SR25-FIRST-VOYAGE" ,
"SR25-FIRST-VOYAGE-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-DRS" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "DRS" ,
"scope" : "companies" ,
"companyIds" : [
"AI100"
] ,
"summary" : "机构自述三款应用合计$1.3M ARR，第二款$400K是产品里程碑，不能再次相加；创始人旧公司ARR、收购金额与人数排除。" ,
"evidenceIds" : [
"SR25-DRS" ,
"SR25-DRS-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-HAMMOCK" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "Hammock" ,
"scope" : "companies" ,
"companyIds" : [
"AI101"
] ,
"summary" : "机构旧描述侧重公司健康保险，当前官网侧重HSA/FSA与福利账户管理；$50M ARR属Berry Street、$1B属WeightWatchers履历，均不归Hammock。" ,
"evidenceIds" : [
"SR25-HAMMOCK" ,
"SR25-HAMMOCK-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-CEDAR" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "Cedar（招聘网络）" ,
"scope" : "companies" ,
"companyIds" : [
"AI102"
] ,
"summary" : "机构标题$2.5M contracted revenue与正文closed $3M并存，无期间、确认或经常性定义；均不作实际ARR。Hootsuite旧ARR及客户招聘成本排除。" ,
"evidenceIds" : [
"SR25-CEDAR" ,
"SR25-CEDAR-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-LOOPS-AI" ,
"type" : "成立、交付与收入归属核查" ,
"company" : "Loops AI（ ） ,
"scope" : "companies" ,
"companyIds" : [
"AI103"
] ,
"summary" : "CEO履历中的当前Loops $500K以上ARR仅自述；客户部署$10M以上销售不等Loops收入，70多客户和试点也不等全部付费。" ,
"evidenceIds" : [
"SR25-LOOPS-AI" ,
"SR25-LOOPS-AI-HOME"
] ,
"handling" : "成立年、员工数及收入均保留来源属性；原文$不自动当USD，无日历财务截至日不进入同期样本。创始人旧公司业绩、客户收益、试点/签约、管线、标价与已实现经常性收入分开；技术证据仅自述。"
} ,
{
"id" : "SR25-R-BOUNDARY" ,
"type" : "机构选样与目录覆盖边界" ,
"company" : "Speedrun 2025定向公司" ,
"scope" : "dataset" ,
"summary" : "新增8项机构Founded 2025公司；详情页可读不证明动态目录全部覆盖。" ,
"evidenceIds" : [
"SR25-DIRECTORY-ACCESS"
] ,
"handling" : "保留目录外壳及浏览器超时缺项，8项来自公开详情页定向核查；收入声明不作独立验证，未补币种和日历时点前均不进入同期分布。"
}
] ,
"coverage" : {
@@ -54195,6 +54966,136 @@
]
}
]
} ,
{
"id" : "SR-2025-targeted-models-1" ,
"sourceId" : "S14" ,
"url" : "https://speedrun.a16z.com/companies" ,
"accessedAt" : "2026-10-30" ,
"scope" : "定向8项Founded 2025详情页，分别SR005一项、SR006五项、SR007两项；非完整批次或两年全量，目录读取不足单列证据。" ,
"complete" : false ,
"records" : [
{
"id" : "SR25B-01" ,
"name" : "Hotbox" ,
"url" : "https://speedrun.a16z.com/companies/hotbox" ,
"categoryId" : "C06" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI096" ,
"evidenceIds" : [
"SR25-HOTBOX" ,
"SR25-HOTBOX-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
} ,
{
"id" : "SR25B-02" ,
"name" : "OneGC" ,
"url" : "https://speedrun.a16z.com/companies/onegc" ,
"categoryId" : "C07" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI097" ,
"evidenceIds" : [
"SR25-ONEGC" ,
"SR25-ONEGC-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
} ,
{
"id" : "SR25B-03" ,
"name" : "Omi Health" ,
"url" : "https://speedrun.a16z.com/companies/omi-health" ,
"categoryId" : "C07" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI098" ,
"evidenceIds" : [
"SR25-OMI-HEALTH" ,
"SR25-OMI-HEALTH-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
} ,
{
"id" : "SR25B-04" ,
"name" : "First Voyage（ ） ,
"url" : "https://speedrun.a16z.com/companies/first-voyage" ,
"categoryId" : "C09" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI099" ,
"evidenceIds" : [
"SR25-FIRST-VOYAGE" ,
"SR25-FIRST-VOYAGE-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
} ,
{
"id" : "SR25B-05" ,
"name" : "DRS" ,
"url" : "https://speedrun.a16z.com/companies/drs" ,
"categoryId" : "C08" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI100" ,
"evidenceIds" : [
"SR25-DRS" ,
"SR25-DRS-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
} ,
{
"id" : "SR25B-06" ,
"name" : "Hammock" ,
"url" : "https://speedrun.a16z.com/companies/hammock" ,
"categoryId" : "C07" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI101" ,
"evidenceIds" : [
"SR25-HAMMOCK" ,
"SR25-HAMMOCK-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
} ,
{
"id" : "SR25B-07" ,
"name" : "Cedar（招聘网络）" ,
"url" : "https://speedrun.a16z.com/companies/cedar" ,
"categoryId" : "C05" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI102" ,
"evidenceIds" : [
"SR25-CEDAR" ,
"SR25-CEDAR-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
} ,
{
"id" : "SR25B-08" ,
"name" : "Loops AI（ ） ,
"url" : "https://speedrun.a16z.com/companies/loops-ai" ,
"categoryId" : "C06" ,
"kind" : "company" ,
"profileStatus" : "readable" ,
"status" : "linked" ,
"companyId" : "AI103" ,
"evidenceIds" : [
"SR25-LOOPS-AI" ,
"SR25-LOOPS-AI-HOME"
] ,
"note" : "机构Founded 2025与批次分开；官网读取限制、法律主体和财务口径见公司及核查记录。"
}
]
}
] ,
"directoryRechecks" : [
