KNOWLEDGE NOTESKnowledge Notes
Explore curated knowledge, course notes and methods, with their existing content and sources preserved.
This index lists complete English editions. Additional Chinese notes and bilingual updates remain available in the Chinese index.
350knowledge notesIntegration of unit models and economies of scale from 3 perspectives. yitang Truman (6 levels of unit models + 15 classic ways to mess up + top 10 unit models + L6 economies of scale, the most complex diagram from a Yitang class in 2021 + Excel template) / Wang Huiwen Tsinghua Product Class (scale effect = gravity of the business world + three ABC shapes + network effect + high-frequency beating low-frequency + STP+4P+PMF) / Wang Kai ("good assets" hundred-billion-yuan monopoly / multi-technology cost accounting / do not challenge giants on their main battlefield). Covers selection of the top 10 unit models, SKU model vs order model vs store model, and the 50,000-car iteration case of a car-sharing unicorn
A large collection of AIGC industry reports amassed by Wang Kai in 2023, totaling over 20 PDFs. Coverage includes the Sparks of AGI paper + CAICT/JD AIGC white papers + industry research from Huaxi Securities/Qiming Venture Partners/Aifenxi/Colliers/Minute/ZhongAn Insurance/Fudan University and others + early lectures (Fu Sheng/Li Piji) + Azure OpenAI documentation + domestic and international large model evaluations. This is a collection of the industry's immediate reactions in the 6–12 months after the ChatGPT moment (2022-11).
A collection of practical applications of Wang Kai's RSI 7-day strategy framework. Includes in-depth research reports on 5 specific stocks/ETFs: BKNG / AMZN / QQQ / SPY / SONY, plus AI-era value investment philosophy (refined from 120+ rounds of internal Agent dialogues drawing on the wisdom of Buffett, Munger, and Duan Yongping), an AI-native investment paradigm framework, and a Prompt template for comprehensive analysis of a stock's intrinsic value. Demonstrates the full implementation of "Skill + Prompt + Multi-Agent Dialogue" in investment decision-making
An AI product idea library + business model analysis accumulated from 736 posts. After observing thousands of AI projects across 3 years, it selects project cases that are pattern-based, reusable, and inspirational. It focuses on the perspective of "systemic opportunities", rather than being a simple product list.
A collection of product failure cases personally experienced by Wang Kai. Pivoting to Telegram within 6 hours after WhatsApp push failed, 4 pitfalls behind the FastFacts PH failure, fundamental differences between overseas IM ecosystems and the WeChat ecosystem, and an IM selection decision tree for overseas-bound products. Avoiding pitfalls saves more money than taking the right path
790 posts spanning 3 years of observations on the competitive landscape of large AI companies: the evolution of OpenAI / Anthropic / Google / Apple / Microsoft / domestic Chinese players, Scaling Law / model capability grading / regulatory milestones / large model ecosystem boundaries / the AI hardware wave
An evolution of value investing in the AI era distilled from 433 posts across 3 years, from FastFacts SEC automated trading to the RSI AI strategy: a three-layer framework of good asset + good price + good volatility, using AI as a ruler to quantify fuzzy risks, absolute rationality versus emotional decision-making, and a disciplined system delivering 4.3% quarterly returns
AI-era startup methodology for small teams distilled from 516 posts: accounting logic, traffic moats, wrapper dividends, SEO offense and defense, monetization models, indie developer pitfalls, the four great mountains (hardware / operating systems / platforms / big companies), and perspectives on going global
Listen: 02:04–09:25 and 40:57–41:53. Palona AI then provided telephone services for American restaurants, including reservations, orders, and inquiries. Ren reports 95–98% reliability without defining the task set, failures, or human transfers. The figure cannot establish a ranking against other agents.
Yitang 01 Entrepreneurship Required "Business Foresight" Module Sessions 3-4 + Outstanding Assignments + Consultation. Truman's "Industry Canvas: A Required Course for Forecasting Industry Opportunities" + Zhou Zijing's "Endgame Foresight: Reunderstanding Concentration". Covers 5-dimensional industry canvas (deconstructing industry chains / identifying changes / forecasting steady state / judging cycles / judging ceiling / judging concentration) + CRn concentration model + 4 types of market evolution (battle concluded / hundred flowers blooming / winner takes all / early stage) + 3 tiers: 60-point research, 75-point foresight, 85-point strategy + student cases (anime IP / youth career planning / children's hardware) + on-site consultation (new lujiu [Chinese alcoholic beverage infused with herbs/fruits] brand) + Candy (panoramic industry chain maps for 39 industries + N-method checklist for increasing conversion costs). Paired with existing [[yitang-opportunity-foresight]] (Cognitive Framework Chapter) + [[yitang-wanghuiwen-product-class]] (Wang Huiwen's 66-page Tsinghua course)
Complete notes for Yitang 01 Entrepreneurship Required "Key Assumptions" module: 9 lessons + 13 docx files. Lectured by Truman. The most important methodology of Yitang: drive business with "key assumptions", and deconstruct the entire entrepreneurship process through the "Yitang Five-Step Method" (Demand / Solution / Business Model / Growth / Moat). Coverage: ① Business milestones (taken by 110,000 people, 7 versions of iteration) ② Key Assumptions Ω Model ③ 5 major advanced levels of the Five-Step Method (demand origin / solution / business model / growth / project moat) ④ Implementation section (V1 to V100 evolution path). Attached Candy materials: Duozhuayu launch review / Chen Xianmin product selection case / high-quality business model canvas / LeKe investigation / in-class expert Five-Step Method xlsx
Truman's 2023–2024 Yitang complete ROI scientific decision-making system. A 5-lesson series progressing from Cognition & Aesthetics (NPS 85% / 990,000 Chinese characters of assignments) → Breadth (the 4-character mnemonic of List, Deduce, Build, Check + 3 categories covering 9 types) → Depth (Type X vs Type Y + Case Parking Lot) → Altitude (long-term value / opportunity cost / time window) → Implementation Training (updated Fall 2024 with 13,000+ assignments). It is paired with 5 major Candy case collections: ROI Decision Case Collection (Liang Jing's self-built factory) + Experience Value Selected Assignment Collection (Zheng Ce's B2B sales / Wang Yiyi's Yonyou benchmarking / Guo Jinhuo's 30 years of real estate experience value) + Yitang Classmate Decision Collection (Yue Shijie's Hushuobao) + Excellent Case Collection (Gao Lijuan's beauty salon "Ten-Year Promise") + Fall 2024 Ma Benchmark Case (Chen Zhuojun's tens-of-millions investment decision on perfume pump heads).
Complete notes for Yitang's 01 Entrepreneurship Required Course: "Intelligence Research" (5 docx + 13 PDF financial reports + Zhang Lei's nursing home data) + "Lean Experimentation" (4 docx). Covers ① OSCAR research model (initiated by Truman in 2018, third round of AI-powered upgrade in 2026) ② Research hacker systematic + exploratory arsenal ③ Expert interview + user interview SOPs ④ 13 real Hong Kong stock IPO prospectuses (Xiaomi/Meituan/Kuaishou/Nayuki/Xiaopeng/Trip/Baidu/Bilibili/Pop Mart/NetEase/New Oriental/Autohome/Jiumaojiu) ⑤ Lean startup — the six "worst" wastes + 4 principles + stripping assumptions + MVP design + systematic testing. Taught by Truman and Zhang Lei
