投资逻辑上，天际资本倾向于“非共识”机会。当行业焦点仍在大模型参数竞赛时，他们认为真正制约AI落地的瓶颈在安全、成本和工程化。Lemon AI团队不到10人，依靠“AI开发AI”的方式实现高频迭代，这种资本效率也符合他们对AI应用赛道的判断。
At the same time, Ultrahuman is pulling the covers off Jade, its new “real time biointelligence AI.” The company promises Jade will be able to “pull real-time actionable insights, and even start breathwork or trigger Afib detection.” Jade is expected to get new features over time, with some examples being ordering good, changing your room temperature or flagging potential health issues. The idea is that Jade will keep a constant eye on your health, pulling in data from the ring, M1 continuous glucose monitor and environmental stats from your Ultrahuman Home.
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