research: verify health devices and bereavement AI boundaries

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-tc26-health-1",
+  "version": "2026-10-31-tc26-health-2",
   "asOf": "2026-10-31",
   "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": [
@@ -37163,6 +37163,49 @@
           "TC26HW1-FORELA-3"
         ]
       }
+    },
+    {
+      "id": "TC-LUMENUS",
+      "name": "LumenUs",
+      "url": "https://lumenus.life/",
+      "channel": "S02",
+      "cat": "C07",
+      "year": 2026,
+      "team": null,
+      "location": "San Francisco, California（公司自述）",
+      "business": "丧亲后的行政事务、福利线索及专业支持连接；AI文档读取和来信过滤。",
+      "buyer": "丧亲家庭及雇主、安宁照护/医疗机构、殡葬/保险与金融合作方",
+      "delivery": "网站/资料库、路径工具、专业人员目录；App读文档与家庭页面来信过滤自述，平台功能分阶段预发布。",
+      "notes": "公司自报2026、条款LumenUsPlatformInc；丧亲行政/专业支持归C07，AI为读文档/来信过滤，无AI聊天或亡者模拟；平台上线状态分列。",
+      "cohort": "2026（同域公司自报，非独立登记）",
+      "teamBasis": "公司自报2—10范围，不取中点。",
+      "price": "当前价格/合同未核；8月政策称无支付订阅，10月平台仍含条件式开放表述。",
+      "stage": "网站及等候/演示入口；AI声明已有两功能，完整平台/账户等开放范围和版本待核",
+      "sourceType": "竞赛发现、公司/条款/AI声明原始材料",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26HW2-LUMENUS-1",
+        "TC26HW2-LUMENUS-2",
+        "TC26HW2-LUMENUS-3",
+        "TC26HW2-LUMENUS-4",
+        "TC26HW2-LUMENUS-5"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "家庭/机构平台与专业人员转介或可选人工服务分别核；收费、净费、合同期限和实际订阅未披露。",
+      "entityBasis": "条款LumenUsPlatformInc自报Delaware法人/California运营；同域公司Founded2026，独立注册未核。",
+      "classificationBasis": "按丧亲行政/专业支持行业工作流归C07；不能因智能标签归AI陪伴/心理治疗。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-31",
+        "summary": "AI仅文档读取/来信过滤，厂商功能及隐私承诺未独立测试；八月政策和十月声明分列，不推全部产品上线或医学效果。",
+        "evidenceIds": [
+          "TC26HW2-LUMENUS-1",
+          "TC26HW2-LUMENUS-2",
+          "TC26HW2-LUMENUS-3",
+          "TC26HW2-LUMENUS-4",
+          "TC26HW2-LUMENUS-5"
+        ]
+      }
     }
   ],
   "observations": [
@@ -91758,6 +91801,149 @@
       "kind": "官方/公司自述：2026健康组原始资料复核",
       "summary": "StartupASEAN列GREENAIRYPTE.LTD.、原域和新加坡地址，FoundedDate2024-04-11。",
       "limitation": "项目名录不是新加坡注册原件，与公司2022项目起点并存，均范围前；不选第三方2020作为精确年，不把环境成本当自身收入。"
+    },
+    {
+      "id": "TC26HW2-IMAGINE-1",
+      "companyId": null,
+      "title": "ImagineDevices原始产品状态",
+      "url": "https://imaginedevices.us/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "TrinityTube集成喂养与呼吸/生命体征监测；官网明确研发中、无FDAclearance或approval，不能商业分销。",
+      "limitation": "医学器械创新不自动AI核心；患者年总量非用户或收入，60余奖项/资助非营收，不能按未来生产目标推ARR。"
+    },
+    {
+      "id": "TC26HW2-IMAGINE-2",
+      "companyId": null,
+      "title": "ImagineDevices原始公司年",
+      "url": "https://www.linkedin.com/company/imagine-devices",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "同域公司自报2025、Austin及2—10范围，AlanGroves/ImanSalafian团队。",
+      "limitation": "自述非独立注册，完成融资/生产准备不证明已获批或已销售；设备耗材及软件净费分别核。"
+    },
+    {
+      "id": "TC26HW2-LIFESCAPES-1",
+      "companyId": null,
+      "title": "Lifescapes原始贸易机构产品",
+      "url": "https://tokyo-smes.com/en/productservice/lifescapes-medical-bci-neurorehabilitation-device-for-hand-paralysis-after-stroke-or-spinal-cord-injury/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "TokyoSME原始产品档案链接lifescapes.jp，脑电意图识别触发机器人矫形器及电刺激；称日本ClassII。",
+      "limitation": "展商材料非独立监管/临床核验；所引研究改善比例不当本轮独立复现，未运行康复/脑电实验；设备、训练人工与软件净费拆分。"
+    },
+    {
+      "id": "TC26HW2-LIFESCAPES-2",
+      "companyId": null,
+      "title": "Lifescapes原始官网成立缓存",
+      "url": "https://lifescapes.jp/renewal2022/about/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "原始官网索引列株式会社LIFESCAPES、设立2018-05-30及BMI康复器械开发制造销售；官网融资稿另自报2018。",
+      "limitation": "原始索引与部分新路径不可达分列，非实时注册摘录；股本/融资不是收入或ARR。"
+    },
+    {
+      "id": "TC26HW2-LUMENUS-1",
+      "companyId": "TC-LUMENUS",
+      "title": "LumenUs原始产品与等候状态",
+      "url": "https://lumenus.life/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "丧亲行政路径、福利线索、专业服务目录和自助支持，首页保留waitlist/机构演示入口。",
+      "limitation": "170亿美元为NAIC自2016匹配给家庭的保险/年金权益，不是平台收入；570小时为外部行政负担，示例任务非已付费用户。"
+    },
+    {
+      "id": "TC26HW2-LUMENUS-2",
+      "companyId": "TC-LUMENUS",
+      "title": "LumenUs原始公司年",
+      "url": "https://www.linkedin.com/company/lumenuslife",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "同域公司自报2026、SanFrancisco及2—10范围，丧亲支持及机构渠道。",
+      "limitation": "公司自报非独立注册；不混可穿戴灯光Lumenus或其他同名公司，团队范围不取中点。"
+    },
+    {
+      "id": "TC26HW2-LUMENUS-3",
+      "companyId": "TC-LUMENUS",
+      "title": "LumenUs原始AI功能声明",
+      "url": "https://lumenus.life/ai-disclosure",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "2026-10声明无聊天/陪伴，用AnthropicClaude读取用户上传文档和筛查送往家庭的来信，文档须本人确认。",
+      "limitation": "隐私/模型数据保留承诺是厂商声明未独立审计；两有限功能不推全自动治疗/法律建议或亡者模拟，未上传个人资料。"
+    },
+    {
+      "id": "TC26HW2-LUMENUS-4",
+      "companyId": "TC-LUMENUS",
+      "title": "LumenUs原始合同与预发布边界",
+      "url": "https://lumenus.life/terms",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "2026-10条款运营者LumenUsPlatformInc、Delaware/California；多处if-and-when平台/账户/文档库及可选人工服务，早期用户为prelaunch。",
+      "limitation": "功能说明不等全量已上线，按服务层/未来计费条款不证明已有订阅；独立治疗师/律师服务收入不等平台净费，实际合同/价格未核。"
+    },
+    {
+      "id": "TC26HW2-LUMENUS-5",
+      "companyId": "TC-LUMENUS",
+      "title": "LumenUs旧版隐私阶段描述",
+      "url": "https://lumenus.life/privacy",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "2026-08隐私页称当时仅网站、资料库/路径工具/表单，无账户、App、支付或订阅。",
+      "limitation": "旧政策与10月两AI功能及条款条件式上线并存，保留日期差异不硬推现无收入/欺诈；须后续核实际开放范围、订阅和政策同步。"
+    },
+    {
+      "id": "TC26HW2-MIND-1",
+      "companyId": null,
+      "title": "MindMuscle原域访问及同域公司",
+      "url": "https://www.linkedin.com/company/mindmuscle-health",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "当前官网连续超时；原始公司页称原PigPug、无线EEG及自适应游戏化神经反馈，JuanRicardoDiaz对应。",
+      "limitation": "当前Founded缺、单人自雇档案不代表全公司精确团队；不混同名健身教练，超时不当停业/零收入。"
+    },
+    {
+      "id": "TC26HW2-MIND-2",
+      "companyId": null,
+      "title": "MindMuscle旧官网改名反链",
+      "url": "https://pigpug.co/mindmuscle/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "PigPug官网明确现为MindMuscle，同一儿童ADHD/自我调节方向，并直接链接当前mindmuscle.health。",
+      "limitation": "改名反链证明业务沿革不等法律主体完全一致；治疗/教练工时、EEG硬件/订金和软件费分列，不将新品牌重置成立。"
+    },
+    {
+      "id": "TC26HW2-MIND-3",
+      "companyId": null,
+      "title": "PigPug原始范围前内容与产品",
+      "url": "https://pigpug.co/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "原官网展示EEG、AI训练游戏和专业人员远程监督，并列2022活动；站内post档案有2020—2023内容。",
+      "limitation": "厂商疗效宣传/通用神经反馈文献不当本产品独立临床验证；研究年和文章日不作精确法人年，预购非已交付软件ARR。"
+    },
+    {
+      "id": "TC26HW2-MIND-4",
+      "companyId": null,
+      "title": "PigPug原始旧内容时间线",
+      "url": "https://pigpug.co/category/post/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "原始站内文章时间线包含2020-11-30FAQ、2021神经反馈及2022/2023内容，与改名反链共同构成范围前运营线索。",
+      "limitation": "历史内容可能迁移，不能单凭日期确认精确注册；保留业务沿革与新法人缺项，不继承旧收入。"
     }
   ],
   "reviews": [
@@ -99488,6 +99674,41 @@
         "TC26HW1-GREENAIRY-3"
       ],
       "handling": "保留www不可读/根域可读、白皮书404、设备BETA/医生验证招募和未来适应范围；不升独立技术测试，不把FDA展示当批准。具名183登记/18健康原网址仍待登记，Nunatak空锚及其他来源未完成。"
+    },
+    {
+      "id": "TC26HW2-R-REVENUE",
+      "type": "器械、康复人工、丧亲平台与权益流水",
+      "company": "2026健康第5—8项",
+      "scope": "dataset",
+      "summary": "喂养/监测管、BCI/EEG器械、临床/训练人工、丧亲专业人员服务及平台净软件费分列。",
+      "evidenceIds": [
+        "TC26HW2-IMAGINE-1",
+        "TC26HW2-LIFESCAPES-1",
+        "TC26HW2-LUMENUS-1",
+        "TC26HW2-MIND-1",
+        "TC26HW2-LUMENUS-4"
+      ],
+      "handling": "无收入新增。LumenUs引NAIC累计170亿美元是家庭保险权益，不是公司收入；预发布/条件式付费条款、预购/资助/融资不等已履约订阅ARR，实际合同待核。"
+    },
+    {
+      "id": "TC26HW2-R-ROSTER",
+      "type": "2026健康第5—8项成立与AI/上线边界",
+      "company": "2026总入口具名201URL",
+      "scope": "dataset",
+      "summary": "LumenUs自报2026，ImagineDevices2025但AI未证；Lifescapes2018及MindMuscle/PigPug范围前沿革分别记录。",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26HW2-IMAGINE-2",
+        "TC26HW2-LIFESCAPES-2",
+        "TC26HW2-LUMENUS-2",
+        "TC26HW2-LUMENUS-3",
+        "TC26HW2-LUMENUS-4",
+        "TC26HW2-LUMENUS-5",
+        "TC26HW2-MIND-2",
+        "TC26HW2-MIND-3",
+        "TC26HW2-MIND-4"
+      ],
+      "handling": "LumenUs无AI聊天、有限读文档/来信过滤，不混亡者模拟；8月隐私与10月声明/条款版本差异待核。Imagine原站明确未获FDA许可/不能商业分销；MindMuscle原域超时及旧反链可读不等关闭。具名187登记/14健康待登记及Nunatak空锚，全部来源未完成。"
     }
   ],
   "coverage": {
@@ -111326,6 +111547,82 @@
           ]
         }
       ]
+    },
+    {
+      "id": "TC-2026-battlefield-health-2",
+      "sourceId": "S02",
+      "url": "https://techcrunch.com/2026/08/20/the-2026-startup-battlefield-200-is-here-see-who-made-the-cut/",
+      "accessedAt": "2026-10-31",
+      "scope": "健康第5—8项：LumenUs2026关联，ImagineDevices2025但AI核心待核，Lifescapes/MindMuscle旧事业暂范围外；具名187登记/14待登记，无收入新增。",
+      "complete": false,
+      "records": [
+        {
+          "id": "TC26-HW2-IMAGINE",
+          "name": "Imagine Devices Inc.",
+          "url": "https://imaginedevices.us/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-ai",
+          "note": "公司自报2025，但TrinityTube监测/喂养装置的AI核心未见原始证明，暂候选不入主公司。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW2-IMAGINE-1",
+            "TC26HW2-IMAGINE-2"
+          ]
+        },
+        {
+          "id": "TC26-HW2-LIFESCAPES",
+          "name": "Lifescapes",
+          "url": "https://tokyo-smes.com/en/productservice/lifescapes-medical-bci-neurorehabilitation-device-for-hand-paralysis-after-stroke-or-spinal-cord-injury/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始公司2018-05-30自报暂范围外，BCI康复设备与软件费分开；不由新地区推广重置年。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW2-LIFESCAPES-1",
+            "TC26HW2-LIFESCAPES-2"
+          ]
+        },
+        {
+          "id": "TC26-HW2-LUMENUS",
+          "name": "LumenUs",
+          "url": "https://lumenus.life/",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "note": "公司自报2026、条款LumenUsPlatformInc；丧亲行政/专业支持归C07，AI为读文档/来信过滤，无AI聊天或亡者模拟；平台上线状态分列。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW2-LUMENUS-1",
+            "TC26HW2-LUMENUS-2",
+            "TC26HW2-LUMENUS-3",
+            "TC26HW2-LUMENUS-4",
+            "TC26HW2-LUMENUS-5"
+          ],
+          "companyId": "TC-LUMENUS"
+        },
+        {
+          "id": "TC26-HW2-MIND",
+          "name": "MindMuscle",
+          "url": "https://mindmuscle.health/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始PigPug明确改名MindMuscle、旧官网2020—2023业务内容及2022活动，暂旧事业范围外，不据第三方2018选精确注册。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW2-MIND-1",
+            "TC26HW2-MIND-2",
+            "TC26HW2-MIND-3",
+            "TC26HW2-MIND-4"
+          ]
+        }
+      ]
     }
   ],
   "directoryRechecks": [

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-tc26-health-1",
+  "sourceVersion": "2026-10-31-tc26-health-2",
   "asOf": "2026-10-31",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",