From c22739d4f8ac376d27bda61b5feb0acf9e8bfd49 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sun, 1 Nov 2026 03:06:02 +0800 Subject: [PATCH] Classify legal and eldercare AI delivery with separate cost and revenue boundaries --- apps/docs/scripts/auth-cli.ts | 4 +- apps/docs/tests/research.test.ts | 38 +- content/research/ai-companies.seed.json | 657 +++++++++++++++++++-- content/research/ai-companies.sources.json | 10 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 661 insertions(+), 50 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index c73ed7f..c37a87e 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 2f487a5..1e8be44 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -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")!; diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index a9b6334..5d1ab02 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -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", diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 8936b5d..15cf4dd 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -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", diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 829f3da..8ab59f9 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -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",