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Classify legal and eldercare AI delivery with separate cost and revenue boundaries

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Codex Bot
2026-11-01 03:06:02 +08:00
parent 46bff91af9
commit c22739d4f8
5 changed files with 661 additions and 50 deletions
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apps/docs/scripts/auth-cli.ts
+2 -2
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@@ -182,9 +182,9 @@ async function main() {
assert.equal(researchResponse.status, 200, "authenticated research API");
assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
const research = await researchResponse.json();
assert.equal(research.companies.length, 1281);
assert.equal(research.companies.length, 1287);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 5230);
assert.equal(research.evidence.length, 5248);
assert.equal(research.observations.length, 491);
assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
apps/docs/tests/research.test.ts
+29 -9
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@@ -123,11 +123,11 @@ test("research revisions share the authentication database and preserve replay l
for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
assert.equal(consumeCode(config, "invalid"), "limited");
const initial = readResearchSnapshot();
assert.equal(initial.companies.length, 1281);
assert.equal(initial.evidence.length, 5230);
assert.equal(initial.companies.length, 1287);
assert.equal(initial.evidence.length, 5248);
assert.equal(initial.observations.length, 491);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 12);
assert.equal(businessReviews.length, 16);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
.sort((a, b) => a.id.localeCompare(b.id)),
"business model assessments and company/evidence links persist in the shared database");
@@ -169,7 +169,7 @@ test("research validation rejects broken evidence and unsafe source links", () =
test("reviews link explicit companies without turning global or excluded cases into companies", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 269);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 276);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 155);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 59);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
@@ -190,11 +190,11 @@ test("reviews link explicit companies without turning global or excluded cases i
test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
const snapshot = seed as ResearchSnapshot;
const summary = categorySummary(snapshot);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1281);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1287);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 63);
assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1197);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1203);
assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
@@ -229,7 +229,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
test("technical reviews keep accessible materials separate from tested capabilities", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 272);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 278);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -645,10 +645,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent
const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records);
assert.equal(newlyRegistered.length, 242);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 4);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 37);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 43);
assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1);
assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 56,
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 50,
"a known self-reported founding year does not by itself establish the current AI business");
assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232);
assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) =>
@@ -782,6 +782,26 @@ test("rebrands and ambiguous monthly receipts stay outside comparable ARR", () =
assert.ok(tax.evidenceIds.includes("SR006F6-GROVE-PRICE"));
});
test("care and legal delivery preserve financial exclusions and linked cost reviews", () => {
const snapshot = seed as ResearchSnapshot;
for (const id of ["AI190", "AI191", "AI192", "AI193", "AI194", "AI195"]) {
const company = snapshot.companies.find((row) => row.id === id)!;
assert.equal(company.revenueStatus, "unknown");
assert.equal(company.technicalReview!.level, "description");
const candidate = snapshot.candidateBatches!.flatMap((batch) => batch.records)
.find((row) => row.companyId === id)!;
assert.equal(candidate.status, "linked");
assert.equal(candidate.categoryId, company.cat);
assert.ok(company.evidenceIds.every((proof) => snapshot.evidence.some((row) => row.id === proof && row.companyId === id)));
}
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SRCARE1-")),
"undefined annual run rate, customer savings, list prices and usage are not comparable ARR");
const hardware = snapshot.reviews.find((row) => row.id === "MODEL1-HARDWARE-LIFETIME")!;
assert.deepEqual(reviewCompanyIds(snapshot, hardware), ["AI195"]);
const clinical = snapshot.reviews.find((row) => row.id === "MODEL1-CARE-OPERATIONS")!;
assert.deepEqual(reviewCompanyIds(snapshot, clinical), ["AI191", "AI194"]);
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
const batch = snapshot.candidateBatches!.find((b) => b.id === "PH-2025-visible-1")!;
content/research/ai-companies.seed.json
+624 -33
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr006-business-6",
"version": "2026-11-01-sr-care-legal-1",
"asOf": "2026-11-01",
"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": [
@@ -40931,6 +40931,246 @@
"SR006F6-SIRIUS-TERMS"
]
}
},
{
"id": "AI190",
"name": "Fearn",
"url": "https://fearn.ai",
"channel": "S14",
"cat": "C07",
"year": 2025,
"team": 7,
"location": "San Francisco, California, United States of America（投资方资料）",
"business": "AI辅助专利检索/起草与专家审阅、专利组合管理及固定价法律交付。",
"buyer": "创业公司/有专利组合的企业",
"delivery": "平台、专利专家和固定价申请共同交付，先签专业委托书",
"price": "Launch原$5,000/年含retainer及2次检索、≤10专利族；申请另固定价",
"businessModel": "年度顾问/软件组合＋专业申请服务，政府/当地事务所费用及抵扣分列，实收/成本未知",
"entityBasis": "Fearn AI, Inc.在线条款；Fearn Legal, LLC法律服务自述，独立登记及收费主体分配未核",
"stage": "平台、专利专家和固定价申请共同交付，先签专业委托书",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/公开条款/价格",
"notes": "标价、用户/预约、客户研究节省或run rate不当已核ARR；实际净收入、付款与完整成本未知。",
"evidenceIds": [
"SRPRO1-P-SR005R-C22",
"SRCARE1-FEARN-HOME",
"SRCARE1-FEARN-PRICE",
"SRCARE1-FEARN-TERMS"
],
"revenueStatus": "unknown",
"classificationBasis": "按实际买方任务：专业法律/医疗流程归C07，家庭语音协调和陪伴设备归C09；同类分别保留软件、临床/法律服务、协调费和硬件收费模式。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核官网/公开资源、交付和收费边界，未调用AI、处理患者/案件或购买设备；效果/安全/资质为自述，未独立测试。",
"evidenceIds": [
"SRPRO1-P-SR005R-C22",
"SRCARE1-FEARN-HOME",
"SRCARE1-FEARN-PRICE",
"SRCARE1-FEARN-TERMS"
]
}
},
{
"id": "AI191",
"name": "Logical Health",
"url": "https://logical.health/",
"channel": "S14",
"cat": "C07",
"year": 2025,
"team": 3,
"location": "Palo Alto, California, United States of America（投资方资料）",
"business": "支付方/医疗机构的AI成员沟通、预约、福利和交通工作流。",
"buyer": "医疗支付方、TPA及医疗机构",
"delivery": "双向短信多渠道，接成员数据、规则追踪、必要时转人工",
"price": "未见公开金额/按成员、用量或效果的合同，不推定",
"businessModel": "医疗运营软件及成员支持，消息/模型、规则集成、人工转交成本待核",
"entityBasis": "Logical Health, Inc.官网和隐私政策自述，独立注册、BAA/付费合同未取得",
"stage": "双向短信多渠道，接成员数据、规则追踪、必要时转人工",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/公开条款/价格",
"notes": "标价、用户/预约、客户研究节省或run rate不当已核ARR；实际净收入、付款与完整成本未知。",
"evidenceIds": [
"SRPRO1-P-SR005R-C33",
"SRCARE1-LOGICAL-HOME",
"SRCARE1-LOGICAL-LEGAL",
"SRCARE1-LOGICAL-SR"
],
"revenueStatus": "unknown",
"classificationBasis": "按实际买方任务：专业法律/医疗流程归C07，家庭语音协调和陪伴设备归C09；同类分别保留软件、临床/法律服务、协调费和硬件收费模式。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核官网/公开资源、交付和收费边界，未调用AI、处理患者/案件或购买设备；效果/安全/资质为自述，未独立测试。",
"evidenceIds": [
"SRPRO1-P-SR005R-C33",
"SRCARE1-LOGICAL-HOME",
"SRCARE1-LOGICAL-LEGAL",
"SRCARE1-LOGICAL-SR"
]
}
},
{
"id": "AI192",
"name": "Advocate（Advocate Wellbeing）",
"url": "https://advocatewellbeing.com",
"channel": "S14",
"cat": "C09",
"year": 2025,
"team": 4,
"location": "New York, New York, United States of America（投资方资料）",
"business": "老人与家庭通过AI语音安排出行、购物/家务及日常事务，人员监督和服务协调。",
"buyer": "老年用户、家属或授权代表",
"delivery": "电话/短信/web/app、AI应答与人工监督、第三方实际履约，确认后代购",
"price": "条款通常原$25/月含90分钟，超额0.30/分钟；代购成本＋10%协调费",
"businessModel": "会员＋语音用量＋服务协调，代付第三方成本与自身份额分账，不按全部支付流水估净收入",
"entityBasis": "Advocate Wellbeing, Inc.公开条款自述，独立登记/购买界面及付款未核",
"stage": "电话/短信/web/app、AI应答与人工监督、第三方实际履约，确认后代购",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/公开条款/价格",
"notes": "标价、用户/预约、客户研究节省或run rate不当已核ARR；实际净收入、付款与完整成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C02",
"SRCARE1-ADVOCATE-PUBLIC",
"SRCARE1-ADVOCATE-TERMS",
"SRCARE1-ADVOCATE-PRIVACY"
],
"revenueStatus": "unknown",
"classificationBasis": "按实际买方任务：专业法律/医疗流程归C07，家庭语音协调和陪伴设备归C09；同类分别保留软件、临床/法律服务、协调费和硬件收费模式。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核官网/公开资源、交付和收费边界，未调用AI、处理患者/案件或购买设备；效果/安全/资质为自述，未独立测试。",
"evidenceIds": [
"SRPRO1-P-SR006R-C02",
"SRCARE1-ADVOCATE-PUBLIC",
"SRCARE1-ADVOCATE-TERMS",
"SRCARE1-ADVOCATE-PRIVACY"
]
}
},
{
"id": "AI193",
"name": "Concorda",
"url": "https://www.concordahq.com",
"channel": "S14",
"cat": "C07",
"year": 2025,
"team": 3,
"location": "New York, New York, United States of America（投资方资料）",
"business": "诉讼团队AI材料关联、法律检索/引用验证及文书起草软件。",
"buyer": "诉讼律师、事务所及企业法律团队",
"delivery": "当前公开为按席位平台，客户独立专业复核；原档案法律服务另需核约",
"price": "Monthly原$350/用户/月，前两周免费；企业>10席另询；条款USD",
"businessModel": "按席位法律工作流软件；法律服务主体/收费另未核，软件和专业服务收入不混",
"entityBasis": "Concorda, Inc. Delaware条款自述；软件不执业，独立注册和原档案法律服务实体未核",
"stage": "当前公开为按席位平台，客户独立专业复核；原档案法律服务另需核约",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/公开条款/价格",
"notes": "标价、用户/预约、客户研究节省或run rate不当已核ARR；实际净收入、付款与完整成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C15",
"SRCARE1-CONCORDA-HOME",
"SRCARE1-CONCORDA-PRICE",
"SRCARE1-CONCORDA-TERMS"
],
"revenueStatus": "unknown",
"classificationBasis": "按实际买方任务：专业法律/医疗流程归C07，家庭语音协调和陪伴设备归C09；同类分别保留软件、临床/法律服务、协调费和硬件收费模式。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核官网/公开资源、交付和收费边界，未调用AI、处理患者/案件或购买设备；效果/安全/资质为自述，未独立测试。",
"evidenceIds": [
"SRPRO1-P-SR006R-C15",
"SRCARE1-CONCORDA-HOME",
"SRCARE1-CONCORDA-PRICE",
"SRCARE1-CONCORDA-TERMS"
]
}
},
{
"id": "AI194",
"name": "Miraka",
"url": "https://miraka.ai",
"channel": "S14",
"cat": "C07",
"year": 2025,
"team": 3,
"location": "New York, New York, United States of America（投资方资料）",
"business": "临床团队结合AI风险识别和持续数据监测的居家心脏照护。",
"buyer": "转诊医疗机构、患者及保险支付方；实际合同买方待核",
"delivery": "临床团队、保险/设备和入组服务，公开合作入口，未核真实合同",
"price": "保险覆盖为自述，具体费率、结算/拒赔及付款方未知",
"businessModel": "临床服务＋AI监测，人员/设备与保险回款成本，annual run rate定义缺项不作订阅ARR",
"entityBasis": "仅Miraka品牌/官网，精确法人及专业合同/登记未核",
"stage": "临床团队、保险/设备和入组服务，公开合作入口，未核真实合同",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/公开条款/价格",
"notes": "标价、用户/预约、客户研究节省或run rate不当已核ARR；实际净收入、付款与完整成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C25",
"SRCARE1-MIRAKA-HOME",
"SRCARE1-MIRAKA-PROVIDERS",
"SRCARE1-MIRAKA-SR"
],
"revenueStatus": "unknown",
"classificationBasis": "按实际买方任务：专业法律/医疗流程归C07，家庭语音协调和陪伴设备归C09；同类分别保留软件、临床/法律服务、协调费和硬件收费模式。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核官网/公开资源、交付和收费边界，未调用AI、处理患者/案件或购买设备；效果/安全/资质为自述，未独立测试。",
"evidenceIds": [
"SRPRO1-P-SR006R-C25",
"SRCARE1-MIRAKA-HOME",
"SRCARE1-MIRAKA-PROVIDERS",
"SRCARE1-MIRAKA-SR"
]
}
},
{
"id": "AI195",
"name": "Quo Labs / Sam",
"url": "https://withsam.com",
"channel": "S14",
"cat": "C09",
"year": 2025,
"team": 2,
"location": "San Francisco, California, United States of America（投资方资料）",
"business": "老年家庭语音陪伴设备，日常沟通/提醒和家属摘要应用。",
"buyer": "老人家庭及为其购买的家属",
"delivery": "beta联网硬件＋免费家庭app；新订单称下月交货",
"price": "单机149.99 USD，现批次无订阅；家庭app/一年保修免费，未来订阅可能变化",
"businessModel": "一次硬件收入支持持续语音/云服务；硬件毛利、履约/退换/保修与每台终身服务成本待核",
"entityBasis": "Quo Labs档案指向Sam官网，精确法律实体/合同未核，品牌关联不当登记证明",
"stage": "beta联网硬件＋免费家庭app；新订单称下月交货",
"cohort": "投资方自报2025成立；独立注册和品牌起点待核",
"teamBasis": "公开档案人数，2026-11-01读取，人员统计截至日未知",
"sourceType": "公开投资方档案及公司官网/公开条款/价格",
"notes": "标价、用户/预约、客户研究节省或run rate不当已核ARR；实际净收入、付款与完整成本未知。",
"evidenceIds": [
"SRPRO1-P-SR006R-C41",
"SRCARE1-SAM-HOME",
"SRCARE1-SAM-PRICE",
"SRCARE1-SAM-SR"
],
"revenueStatus": "unknown",
"classificationBasis": "按实际买方任务：专业法律/医疗流程归C07，家庭语音协调和陪伴设备归C09；同类分别保留软件、临床/法律服务、协调费和硬件收费模式。",
"technicalReview": {
"level": "description",
"reviewedAt": "2026-11-01",
"summary": "仅核官网/公开资源、交付和收费边界，未调用AI、处理患者/案件或购买设备；效果/安全/资质为自述，未独立测试。",
"evidenceIds": [
"SRPRO1-P-SR006R-C41",
"SRCARE1-SAM-HOME",
"SRCARE1-SAM-PRICE",
"SRCARE1-SAM-SR"
]
}
}
],
"observations": [
@@ -104156,7 +104396,7 @@
},
{
"id": "SRPRO1-P-SR005R-C22",
"companyId": null,
"companyId": "AI190",
"title": "Fearn公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/fearn",
"publishedAt": null,
@@ -104266,7 +104506,7 @@
},
{
"id": "SRPRO1-P-SR005R-C33",
"companyId": null,
"companyId": "AI191",
"title": "Logical Health公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/logical-health",
"publishedAt": null,
@@ -104563,7 +104803,7 @@
},
{
"id": "SRPRO1-P-SR006R-C02",
"companyId": null,
"companyId": "AI192",
"title": "Advocate公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/advocate",
"publishedAt": null,
@@ -104684,7 +104924,7 @@
},
{
"id": "SRPRO1-P-SR006R-C15",
"companyId": null,
"companyId": "AI193",
"title": "Concorda公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/concorda",
"publishedAt": null,
@@ -104761,7 +105001,7 @@
},
{
"id": "SRPRO1-P-SR006R-C25",
"companyId": null,
"companyId": "AI194",
"title": "Miraka公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/miraka",
"publishedAt": null,
@@ -104915,7 +105155,7 @@
},
{
"id": "SRPRO1-P-SR006R-C41",
"companyId": null,
"companyId": "AI195",
"title": "Quo Labs公开独立档案：成立/团队字段",
"url": "https://speedrun.a16z.com/companies/quo-labs",
"publishedAt": null,
@@ -106155,6 +106395,204 @@
"kind": "公开投资方档案收入口径复核",
"summary": "档案自报2025九人、AI production；原文$0->$32K/mo since Jan及约1日ROAS breakeven。",
"limitation": "未注明ISO币种、财务日/Jan年份、是否MRR/广告/金币/订阅毛净额及退款；不把ROAS认全成本回收、32K×12当披露ARR，也不以标签自动确认当前AI主营。"
},
{
"id": "SRCARE1-FEARN-HOME",
"companyId": "AI190",
"title": "Fearn专利服务与自营AI",
"url": "https://fearn.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "专利专家、固定价申请和组合管理软件；官网分别列Fearn Legal, LLC与Fearn AI, Inc.，自述模型在自营GPU运行。",
"limitation": "法律资质、注册、实体间收费归属和SOC2报告未独立核；客户logo/节省不是平台收入，AI输出有人审。"
},
{
"id": "SRCARE1-FEARN-PRICE",
"companyId": "AI190",
"title": "Fearn年费顾问与另计申请费",
"url": "https://fearn.ai/pricing",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "年付Launch原$5,000/yr含retainer和2次检索、最多10专利族；申请另按固定价，部分政府费用纳入，境外费用另报价。每计划先签engagement letter。",
"limitation": "标价不是实收或纯软件ARR；检索池无结转、抵扣/代垫和第三方法务费须分；未取得委托书、发票/客户数或准确币种ISO。"
},
{
"id": "SRCARE1-FEARN-TERMS",
"companyId": "AI190",
"title": "Fearn在线条款与法律服务角色",
"url": "https://fearn.ai/legal/terms",
"publishedAt": "2026-02-03",
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "2026-02-03在线条款主体Fearn AI, Inc.，其他产品可适用另行条款；首页法律服务另列Fearn Legal, LLC。",
"limitation": "不以网站条款替代签署的专业委托书，实体关联/实际合同及收费分配未核，不把AI网站成立日当法人登记。"
},
{
"id": "SRCARE1-LOGICAL-HOME",
"companyId": "AI191",
"title": "Logical医疗成员沟通及人工转交",
"url": "https://logical.health/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "面向医疗机构/支付方，AI双向短信安排预约、福利和交通并可转人工；接现有成员数据，自述神经符号规则追踪。",
"limitation": "HIPAA/SOC2及效果为公司说明，未读独立报告或运行产品；价格/每成员或按结果费率未知，不由消息渠道推订阅模式。"
},
{
"id": "SRCARE1-LOGICAL-LEGAL",
"companyId": "AI191",
"title": "Logical隐私政策与BAA范围",
"url": "https://logical.health/legal",
"publishedAt": "2026-05-31",
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "2026-05-31政策主体Logical Health, Inc.，许多客户部署按BAA、客户指令处理PHI；公共网站政策不替代BAA或客户合同。",
"limitation": "页面标签列条款/安全不等取得全部合同正文；费用/专业责任和实际处理审计未核，无患者数据收集。"
},
{
"id": "SRCARE1-LOGICAL-SR",
"companyId": "AI191",
"title": "Logical研究节省与公司收入分开",
"url": "https://speedrun.a16z.com/companies/logical-health",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方档案业务及财务范围核对",
"summary": "投资方档案自报2025、3人，源自研究，称研究为保险方每年节省原$16M；称与national payer和TPA合作。",
"limitation": "研究效果和合作不等公司收入/已付费客户，未取得研究原件、合同/付款；不按客户节省额估ARR。"
},
{
"id": "SRCARE1-ADVOCATE-PUBLIC",
"companyId": "AI192",
"title": "Advocate公开前端的现行业务",
"url": "https://advocatewellbeing.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "首页HTML仅标题，普通HTTP200公开脚本可读：AI电话响应，人员监督，协调出行/日常服务并通知家属；路由映射/terms及/privacy。",
"limitation": "仅静态读取公开资源https://advocatewellbeing.com/assets/index-Cwvceqnd.js，未执行脚本、注册、授权邮箱或下单；首页保密宣传不能替代具体隐私约定。 公开资源SHA256:81898d04bd1e52a543adfcbc61479623df5a2c9dc1d52cb088f00e1506339e49。"
},
{
"id": "SRCARE1-ADVOCATE-TERMS",
"companyId": "AI192",
"title": "Advocate会员、通话与协调费分账",
"url": "https://advocatewellbeing.com/terms",
"publishedAt": "2026-08-10",
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "公开前端条款2026-08-10：Advocate Wellbeing, Inc.；通常原$25/月含90分钟，欢迎/了解通话另免费，超额0.30/分钟；确认后代购第三方服务成本另加10%协调费。",
"limitation": "静态路由内容非已签订单；具体购买界面优先。代付总额不自动当净收入，月费、超额/佣金及退款分账，人工/第三方履约成本未核。"
},
{
"id": "SRCARE1-ADVOCATE-PRIVACY",
"companyId": "AI192",
"title": "Advocate语音和家庭资料处理边界",
"url": "https://advocatewellbeing.com/privacy",
"publishedAt": "2026-10-02",
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "公开前端2026-10-02政策及条款列录音/转写、第三方AI处理和授权人员审核；录音/转写可保留至7年，需按实际用途/法律及删除条件。",
"limitation": "未读取个人资料或测试权利流程。Gmail派生内容训练限制不自动覆盖全部数据；不作医疗专业提供者，安全/隐私宣传非独立验证。"
},
{
"id": "SRCARE1-CONCORDA-HOME",
"companyId": "AI193",
"title": "Concorda诉讼团队工作流软件",
"url": "https://www.concordahq.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "案件材料关联、发现/检索/草稿和引用验证，当前面向诉讼团队软件。",
"limitation": "引用正确/安全报告为厂商说明，未运行或读取案件；不将人员履历和客户节省视为业绩，原档案法律服务另需合同核。"
},
{
"id": "SRCARE1-CONCORDA-PRICE",
"companyId": "AI193",
"title": "Concorda按席位软件收费",
"url": "https://www.concordahq.com/plans",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "初始Monthly方案原$350/用户/月、前两周免费，不限案件/上传；10人以上企业方案另询，年付标签save17%。",
"limitation": "未切换验证年价，不自行推年付金额；安全/不限上传不代表零推理存储成本；标价、试用及客户采购未核。"
},
{
"id": "SRCARE1-CONCORDA-TERMS",
"companyId": "AI193",
"title": "Concorda软件条款与法律服务区分",
"url": "https://www.concordahq.com/terms_and_conditions",
"publishedAt": "2026-09-09",
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "2026-09-09条款Concorda, Inc. Delaware自述，美元计费自动续期；明确软件不执业、不建立律师客户关系，客户须独立核查；内容不用于调模型权重但可有非训练改进。",
"limitation": "普通HTTP正文已读；原投资方称法律服务+B2BSaaS，未获法律服务独立主体/委托/收费协议，不把平台条款外推全部业务。"
},
{
"id": "SRCARE1-MIRAKA-HOME",
"companyId": "AI194",
"title": "Miraka临床团队加监测",
"url": "https://miraka.ai/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "面向居家心脏照护，临床团队、监测和AI风险识别一起交付；公开主页Terms/Privacy链接回首页，未取得相应条款。",
"limitation": "不作临床建议；动态计数初始0不是已验证零效果。法律主体、患者合同、资质及支付方实际结算未知。"
},
{
"id": "SRCARE1-MIRAKA-PROVIDERS",
"companyId": "AI194",
"title": "Miraka转诊、设备和保险流程",
"url": "https://miraka.ai/providers",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "自述承接转诊后入组、保险、设备和onboarding，专属照护团队及实时监测，提供进度报告。",
"limitation": "94%入组、95%完成和90%+减少再入院为宣传非独立试验；机构无需加人不等Miraka无人力成本。具体保险/临床合同、拒赔/回款未核。"
},
{
"id": "SRCARE1-MIRAKA-SR",
"companyId": "AI194",
"title": "Miraka annual run rate定义缺项",
"url": "https://speedrun.a16z.com/companies/miraka",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方档案收入声明口径复核",
"summary": "档案2025、3人；原$340k annual run rate in 3 months及71% MoM appointment growth；照护服务自述保险覆盖。",
"limitation": "未说明run rate指标定义、币种ISO、财务截止日及毛净/收款，预约增长非收入增长；保留原文证据，暂不新增财务观测、不纳ARR池。"
},
{
"id": "SRCARE1-SAM-HOME",
"companyId": "AI195",
"title": "Quo Labs档案所链Sam消费陪伴设备",
"url": "https://withsam.com/",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "语音设备及家庭app、每日沟通/提醒/摘要，当前beta需联网；档案Quo Labs链接本域名，官网称非医疗设备/诊断替代。",
"limitation": "两人档案与官网三创始人是不同统计口径/时点，不认虚报；精确法律主体、临床/安全独立报告未取得，家庭健康功能不等医疗服务。"
},
{
"id": "SRCARE1-SAM-PRICE",
"companyId": "AI195",
"title": "Sam现批次硬件售价和无订阅",
"url": "https://withsam.com/#product",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公司官网业务/收费及主体核对",
"summary": "初始单机149.99 USD，免费家庭app/一年保修；当前批次无订阅，FAQ说未来可能订阅、该批次保留无费；新订单称下月出货。",
"limitation": "批次售罄/1,000+用户/3.7M分钟为自报，未证付费/出货/净收入；一次硬件价不乘用户或年化ARR，长期云/通话和保修成本待核。"
},
{
"id": "SRCARE1-SAM-SR",
"companyId": "AI195",
"title": "Quo Labs与Sam档案关联",
"url": "https://speedrun.a16z.com/companies/quo-labs",
"publishedAt": null,
"accessedAt": "2026-11-01",
"kind": "公开投资方品牌/产品对应核对",
"summary": "投资方档案自报2025、2人、旧称Quo Labs，链接withsam.com；按实际家庭语音陪伴交付分类。",
"limitation": "仅品牌/域名关联，不当法律主体注册证明；1.4B老人是目标市场而非用户，不误并其他同名Sam/Quo。"
}
],
"reviews": [
@@ -117005,6 +117443,135 @@
"companyIds": [
"AI188"
]
},
{
"id": "SRCARE1-R-BOUNDARY",
"type": "法律/医疗及家庭照护分类",
"company": "本批六家公司",
"scope": "companies",
"summary": "六项2025自报与当前AI交付对应，四项行业流程C07、两项家庭应用C09；分别记录专家/临床、软件、会员代购和硬件分母。",
"handling": "原491财务观测、YC覆盖及ARR/MRR比较不变；Miraka340K定义未核仅保留原文证据，未把预约增长、客户研究节省、用户或售价推收入。",
"companyIds": [
"AI190",
"AI191",
"AI192",
"AI193",
"AI194",
"AI195"
],
"evidenceIds": [
"SRCARE1-LOGICAL-SR",
"SRCARE1-MIRAKA-SR",
"SRCARE1-SAM-SR",
"SRCARE1-ADVOCATE-TERMS"
]
},
{
"id": "SRCARE1-R-LEGAL",
"type": "法律软件、法律交付和主体边界",
"company": "Fearn、Concorda",
"scope": "companies",
"summary": "Fearn年度顾问/检索与另计申请、专业委托书；首页Legal LLC和在线AI Inc分列。Concorda当前按席位软件条款不执业，原档案法律服务未获独立协议。",
"handling": "不将年付专业retainer、一次申请、官方/第三方费用及席位费全合纯软件ARR；未独立核资质/登记、签约/净费和内容准确性。",
"companyIds": [
"AI190",
"AI193"
],
"evidenceIds": [
"SRCARE1-FEARN-HOME",
"SRCARE1-FEARN-PRICE",
"SRCARE1-FEARN-TERMS",
"SRCARE1-CONCORDA-PRICE",
"SRCARE1-CONCORDA-TERMS"
]
},
{
"id": "SRCARE1-R-HEALTH",
"type": "医疗运营与临床服务、效果和收入范围",
"company": "Logical Health、Miraka",
"scope": "companies",
"summary": "Logical为机构成员消息/协调与人工转交；Miraka专属临床团队、设备及保险入组。16M是客户研究节省，340K是定义不完整annual run rate；非同一软件收入分母。",
"handling": "不据宣传效果作独立临床结论或欺诈判断；动态初始0不当临床数据。保险覆盖不等结算/回款，法规/安全徽标不当审计报告；不处理患者资料。",
"companyIds": [
"AI191",
"AI194"
],
"evidenceIds": [
"SRCARE1-LOGICAL-HOME",
"SRCARE1-LOGICAL-LEGAL",
"SRCARE1-LOGICAL-SR",
"SRCARE1-MIRAKA-HOME",
"SRCARE1-MIRAKA-PROVIDERS",
"SRCARE1-MIRAKA-SR"
]
},
{
"id": "MODEL1-PATENT-RETAINER",
"type": "商业模式初评",
"company": "年度专业顾问＋固定价申请",
"scope": "companies",
"summary": "已核事实：Fearn年计划按专利族含retainer/检索，申请另固定价；Legal LLC与AI Inc角色分列。Concorda当前软件则按席位，法律服务另未核。",
"handling": "待验证判断：先分软件/顾问续费、申请交付、代垫/当地专业费和抵扣，核各主体净实收与验收。记录律师/专利专家审核返工、责任、集成和计算成本、跨年续约及客户专利族变化；年付收款不自动等已赚收入或可比软件ARR。",
"companyIds": [
"AI190",
"AI193"
],
"evidenceIds": [
"SRCARE1-FEARN-PRICE",
"SRCARE1-FEARN-TERMS",
"SRCARE1-CONCORDA-PRICE",
"SRCARE1-CONCORDA-TERMS"
]
},
{
"id": "MODEL1-CARE-OPERATIONS",
"type": "商业模式初评",
"company": "医疗成员运营与临床照护服务",
"scope": "companies",
"summary": "已核事实：Logical接成员沟通/转人工、实际收费未公开；Miraka临床团队负责照护、设备/保险入组，340K原run rate定义不完整。",
"handling": "待验证判断：按实际合同区分机构软件、成员支持及临床服务，先核买方/支付方、获客/入组和经保险调整后的净实收、拒赔/回款日与人员产能。模型/消息、集成、监测设备和临床工时需全成本；客户节省/入组/预约增长不作自己的ARR或毛利。",
"companyIds": [
"AI191",
"AI194"
],
"evidenceIds": [
"SRCARE1-LOGICAL-HOME",
"SRCARE1-LOGICAL-SR",
"SRCARE1-MIRAKA-PROVIDERS",
"SRCARE1-MIRAKA-SR"
]
},
{
"id": "MODEL1-FAMILY-CONCIERGE",
"type": "商业模式初评",
"company": "家庭会员＋超额语音＋服务协调",
"scope": "companies",
"summary": "已核事实：Advocate条款通常25/月含90分钟、超额0.30/分钟；确认后第三方服务成本加10%协调费，AI通话与人员监督。",
"handling": "待验证判断：单列会员净收入、超额费、协调净费及代付总额/退款，不由总支付额反推收入；按每活跃家庭记语音/模型、人工异常、第三方失败/重派与客服成本，比较会员/老人双方的使用、同意和30/90日留存。标价不当已付费或ARR。",
"companyIds": [
"AI192"
],
"evidenceIds": [
"SRCARE1-ADVOCATE-PUBLIC",
"SRCARE1-ADVOCATE-TERMS",
"SRCARE1-ADVOCATE-PRIVACY"
]
},
{
"id": "MODEL1-HARDWARE-LIFETIME",
"type": "商业模式初评",
"company": "一次硬件购买＋持续陪伴服务",
"scope": "companies",
"summary": "已核事实：Sam现批次149.99 USD单机、免费家庭app、无订阅及一年保修；FAQ未来可变订阅但该批次无费承诺，当前beta且新订单称下月交货。",
"handling": "待验证判断：按实际出货/退货后硬件净额与BOM、制造/物流/保修核初始贡献，并按设备活跃寿命计持续模型/语音/云/支持成本；检验预付款、履约和长期现金负担。用户数、对话分钟或售罄不代付费/净收入；无订阅批次不纳MRR，不预设未来订阅成功。",
"companyIds": [
"AI195"
],
"evidenceIds": [
"SRCARE1-SAM-HOME",
"SRCARE1-SAM-PRICE",
"SRCARE1-SAM-SR"
]
}
],
"coverage": {
@@ -133249,7 +133816,7 @@
"sourceId": "S14",
"url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR005",
"accessedAt": "2026-11-01",
"scope": "公开SR005有限名单59项；18关联、21旧年、1既有超年、0年份待核、19AI/主体待核。Presia原咨询与现租赁/Noogat映射缺项保留；完整目录不等登记/产品/财务全核，原位置/链接不变。",
"scope": "公开有限名单59项；20关联、21旧年、1既有超年、0品牌/年份待核、17当前AI/主体待核。法律/医疗与家庭照护新增关联，原位置/URL/证据保留；目录不等独立技术/财务审计完成。",
"complete": false,
"records": [
{
@@ -133576,15 +134143,19 @@
"id": "SR005R-C22",
"name": "Fearn",
"url": "https://speedrun.a16z.com/companies/fearn",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR005-ROSTER",
"SRPRO1-P-SR005R-C22"
"SRPRO1-P-SR005R-C22",
"SRCARE1-FEARN-HOME",
"SRCARE1-FEARN-PRICE",
"SRCARE1-FEARN-TERMS"
],
"note": "已读独立档案，自报Founded 2025、7人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "2025自报与当前AI交付已对应；保留公开人数/价格/服务及主体缺项，独立登记/实际付款未知，不将客户效果、硬件购买或定义不明run rate作ARR。",
"companyId": "AI190"
},
{
"id": "SR005R-C23",
@@ -133748,15 +134319,19 @@
"id": "SR005R-C33",
"name": "Logical Health",
"url": "https://speedrun.a16z.com/companies/logical-health",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR005-ROSTER",
"SRPRO1-P-SR005R-C33"
"SRPRO1-P-SR005R-C33",
"SRCARE1-LOGICAL-HOME",
"SRCARE1-LOGICAL-LEGAL",
"SRCARE1-LOGICAL-SR"
],
"note": "已读独立档案，自报Founded 2025、3人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "2025自报与当前AI交付已对应；保留公开人数/价格/服务及主体缺项，独立登记/实际付款未知，不将客户效果、硬件购买或定义不明run rate作ARR。",
"companyId": "AI191"
},
{
"id": "SR005R-C34",
@@ -134147,7 +134722,7 @@
"sourceId": "S14",
"url": "https://speedrun.a16z.com/api/companies/companyparams?limit=100&offset=0&cohort=SR006",
"accessedAt": "2026-11-01",
"scope": "公开SR006有限名单59项；17关联、5旧年、0既有超年、2品牌/年份待核、35AI/主体待核。Pluvo/Rain及Taxnova/Awaitly沿革转年份待核，Idilio当前AI及收入分解缺项；原位置/链接保留，目录不等全部研究完成。",
"scope": "公开有限名单59项；21关联、5旧年、0既有超年、2品牌/年份待核、31当前AI/主体待核。法律/医疗与家庭照护新增关联，原位置/URL/证据保留；目录不等独立技术/财务审计完成。",
"complete": false,
"records": [
{
@@ -134168,15 +134743,19 @@
"id": "SR006R-C02",
"name": "Advocate",
"url": "https://speedrun.a16z.com/companies/advocate",
"categoryId": "C00",
"categoryId": "C09",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C02"
"SRPRO1-P-SR006R-C02",
"SRCARE1-ADVOCATE-PUBLIC",
"SRCARE1-ADVOCATE-TERMS",
"SRCARE1-ADVOCATE-PRIVACY"
],
"note": "已读独立档案，自报Founded 2025、4人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "2025自报与当前AI交付已对应；保留公开人数/价格/服务及主体缺项，独立登记/实际付款未知，不将客户效果、硬件购买或定义不明run rate作ARR。",
"companyId": "AI192"
},
{
"id": "SR006R-C03",
@@ -134357,15 +134936,19 @@
"id": "SR006R-C15",
"name": "Concorda",
"url": "https://speedrun.a16z.com/companies/concorda",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C15"
"SRPRO1-P-SR006R-C15",
"SRCARE1-CONCORDA-HOME",
"SRCARE1-CONCORDA-PRICE",
"SRCARE1-CONCORDA-TERMS"
],
"note": "已读独立档案，自报Founded 2025、3人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "2025自报与当前AI交付已对应；保留公开人数/价格/服务及主体缺项，独立登记/实际付款未知，不将客户效果、硬件购买或定义不明run rate作ARR。",
"companyId": "AI193"
},
{
"id": "SR006R-C16",
@@ -134512,15 +135095,19 @@
"id": "SR006R-C25",
"name": "Miraka",
"url": "https://speedrun.a16z.com/companies/miraka",
"categoryId": "C00",
"categoryId": "C07",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C25"
"SRPRO1-P-SR006R-C25",
"SRCARE1-MIRAKA-HOME",
"SRCARE1-MIRAKA-PROVIDERS",
"SRCARE1-MIRAKA-SR"
],
"note": "已读独立档案，自报Founded 2025、3人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "2025自报与当前AI交付已对应；保留公开人数/价格/服务及主体缺项，独立登记/实际付款未知，不将客户效果、硬件购买或定义不明run rate作ARR。",
"companyId": "AI194"
},
{
"id": "SR006R-C26",
@@ -134754,15 +135341,19 @@
"id": "SR006R-C41",
"name": "Quo Labs",
"url": "https://speedrun.a16z.com/companies/quo-labs",
"categoryId": "C00",
"categoryId": "C09",
"kind": "company",
"profileStatus": "readable",
"status": "pending-ai",
"status": "linked",
"evidenceIds": [
"SRALL1-SR006-ROSTER",
"SRPRO1-P-SR006R-C41"
"SRPRO1-P-SR006R-C41",
"SRCARE1-SAM-HOME",
"SRCARE1-SAM-PRICE",
"SRCARE1-SAM-SR"
],
"note": "已读独立档案，自报Founded 2025、2人；年份自报已取得，当前官网/AI主营和精确主体尚待人工复核，不把AI标签直接当业务成立。"
"note": "2025自报与当前AI交付已对应；保留公开人数/价格/服务及主体缺项，独立登记/实际付款未知，不将客户效果、硬件购买或定义不明run rate作ARR。",
"companyId": "AI195"
},
{
"id": "SR006R-C42",
content/research/ai-companies.sources.json
+5 -5
View File
@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr006-business-6",
"version": "2026-11-01-sr-care-legal-1",
"scopeConfirmedAt": "2026-10-30",
"acceptance": "以确认的公开来源清单为边界，逐条核对并标明缺项。",
"provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单；S13—S16单列后续已使用的补充证据渠道，不将使用次数当作全量覆盖。",
@@ -3040,8 +3040,8 @@
"speedrun.a16z.com"
],
"initialAccess": "见具体证据访问记录",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：28已补官网关联、56当前AI/主体待核、4品牌/年份待核。本系列311独立档案已读，10复用位置未本轮重读。七批108关联、1既有超年、145旧年、5品牌/年份、62当前AI/交付待核。新关联Amdahl/Grove/Sirius；Taxnova官方2024成立2025改名、Pluvo/Rain同名官方合并链及公司改名声明保留，转年份待核。Idilio32K/月缺币种/日期/收入分解及具体AI实现，不导收入样本。Presia/Dial/Human²/Alven及Coverd/Figment缺项保留，目录不等独立财务/技术审计；YC及财务观测不变。",
"nextCheck": "继续56个新批次及SR007六个主营待核、10复用变化；核Pluvo合同编号/合并链、Taxnova新品牌/旧业务及Presia/Dial/Human²/Alven沿革。关联28家补实价/净费、财务币种/日、真实合同/付款/留存和完整成本。IdilioAI实现及广告/金币/订阅净额/截止日，Amdahl实际API run成本/成交、Sirius真实收费、Grove税季复购与人审成本未核，不把管线、客户挽回额/税表、旧品牌或月流水年化混ARR。",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留；226补读档案中138明确旧年、88自报两年：34已补官网关联、50当前AI/主体待核、4品牌/年份待核。本系列311独立档案已读，10复用未本轮重读。七批114关联、1既有超年、145旧年、5品牌/年份、56当前AI/交付待核。新增Fearn/Logical Health/Advocate/Concorda/Miraka/Quo Labs-Sam，分别保留法律/临床服务、机构运营软件、家庭协调及硬件计费，专业合同/注册/实际净收入仍缺。Miraka340K annual run rate缺定义/币种/指标日不导ARR，Logical客户16M节省、Sam用户/分钟及标价不导财务。Pluvo/Taxnova等沿革未决及YC/491财务观测保留。",
"nextCheck": "继续50个新批次及SR007六个主营待核、10复用变化；核品牌/主体沿革、实际合同/注册与财务币种/日、净实收/成本及留存。Fearn Legal/AI费用分配、Concorda法律服务主体、Miraka run rate定义/保险拒赔回款、Logical机构收费、Advocate会员/代付净费和Sam终身云成本未核；不从客户效果/标价/预约/用户量年化ARR。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
@@ -3189,8 +3189,8 @@
},
"outsideTargetYears": 138,
"targetYearSelfReports": 88,
"newLinkedCompanies": 28,
"pendingCurrentAIOrIdentity": 56,
"newLinkedCompanies": 34,
"pendingCurrentAIOrIdentity": 50,
"records": [
{
"candidateId": "SR001R-C01",
content/research/ai-income-analysis.json
+1 -1
View File
@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr006-business-6",
"sourceVersion": "2026-11-01-sr-care-legal-1",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",