医生版ChatGPT，估值120亿美元

Core Viewpoint - The article discusses the rapid growth and significant valuation of OpenEvidence, a medical AI company designed for doctors, which has recently raised $250 million in funding, doubling its valuation to $12 billion [1][4][5]. Group 1: Company Overview - OpenEvidence has become a dominant player in the U.S. ToC medical AI market, processing over 60,000 clinical queries daily, with 45% of U.S. doctors as users [2][24]. - The company has experienced a meteoric rise in valuation, from $100 million in its Series A round in February 2025 to $12 billion in its latest funding round [6][5]. - Notable investors include Google Ventures, Sequoia Capital, KKR, and Blackstone [7]. Group 2: Product and Technology - OpenEvidence aims to reduce decision-making costs for doctors by providing a specialized AI that addresses complex clinical cases lacking standard answers [9][19]. - The AI utilizes a curated medical knowledge base, including exclusive content from top medical journals, ensuring high-quality and traceable data sources [20]. - The model is specifically trained for medical tasks, allowing it to perform more accurately in clinical scenarios compared to general-purpose models [21][22]. Group 3: Market Position and Financials - OpenEvidence is reported to generate approximately $150 million annually from advertising, with the potential to exceed $1 billion in annual recurring revenue if fully commercialized [26][29]. - The company boasts a gross margin close to 90%, significantly higher than many AI startups, due to lower training and inference costs associated with its smaller model [29][30]. - OpenEvidence's unique position allows it to leverage its user base to negotiate favorable terms with medical journals, enhancing its competitive edge [30][31]. Group 4: Competitive Landscape - While OpenEvidence leads the market, several domestic competitors are emerging, including Yilian, Baichuan Intelligence, Zero Hypothesis, Yisheng Jiankang, and Lingxi Medical, although none have reached a valuation as high as OpenEvidence [32][33]. - Yilian, for instance, has developed MedGPT, which has been recognized for its clinical safety and effectiveness, serving over 20 million registered users [34][36].