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 notesA research report on AI Agent market investment trends compiled by newtype in January 2026. It contains full 2025 data on VC / sovereign wealth funds / unicorns / application layer / foundation model financing / sub-sectors (coding/healthcare/legal/enterprise/prediction markets). It covers OpenAI's valuation rising from $500 billion to $830 billion / Anthropic from $183 billion to $350 billion / xAI's cumulative funding of $42.1 billion / $87 billion in global GenAI financing / 191 new unicorns / $46 billion from sovereign funds / the "kingmaking strategy" phenomenon of valuations doubling within 27–60 days / single-point data on Cursor / Cognition / Harvey / Mercor and others / analyst views from Gartner / McKinsey / BCG / IDC / 25x revenue multiple / 5x cash burn multiple / Sequoia's three-stage "Agent Economy" thesis / bubble warnings.
AI Engineering ／ 42 Chapters Cross-Episode Thematic Compilation / 42 Zhangjing podcast synthesis
Drawing on interviews spanning 2023–2026, this piece separately examines model capabilities, real demand, delivery, operating returns and capital pricing, while preserving historical disagreements. A cross-interview synthesis separating model capability, demand, delivery, business returns and valuation, with historical disagreements preserved.
57 IPOs + 55 M&As = 112 exit transactions. Hong Kong Stock Exchange Chapter 18C / cross-border mega M&A deals (Silicon Labs US$7.5 billion / Terns Pharmaceuticals US$6 billion / Moonton over US$6 billion) / A-share private placements / state-owned asset restructuring
Statistical boundaries of 2973 financing list records, and industrialization, product reuse, and capital mechanisms in associated historical reports
A panoramic view of 1135 financing events from 36Kr Pitchhub in 2026 (January–May), covering industry × round × top investors × mega deals × monthly trends, based on real data.
210 healthcare financing deals. Major M&A for innovative drug outbound (Terns Pharmaceuticals $6 billion) / AI for drug (Huashen Zhiyao $787 million) / domestic substitution of medical devices / concentrated Hong Kong stock IPOs
201 frontier technology + tool software funding events. 5 leading large model companies / embodied intelligence explosion / quantum computing power taking off / AI for X application layer / profile of leading investors
Huang Yihe 2024-03 → 2026-05 Complete collection of AI business judgments, industry observations, and investment reflections. 452 posts, covering the commercial wars among OpenAI/Anthropic/xAI/Apple, the three-faction debate over Scaling Law between Zhu Xiaohu, Kai-Fu Lee and Cohere, the 5 levels of AI, LLM=OS, Page Rank→Agent Rank, the end of SaaS intermediary monopolies, the 10-year logic of NVDA accelerated computing, AI-era startup methodology (Context Matters / Do not build a house on someone else's foundation / Pro Users use multiple tools), personal business experiences (US company / Apple Developer / Substack subscriptions), the three-layer framework (technology stack / value chain / competitive landscape), and three things to do in 2026 (overseas bank card + US stocks + full AI access).
A complete historical case library covering horizontal and vertical agents, coding products, infrastructure, business models and delivery boundaries, with all published additions through October 21, 2026.
Integration 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
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.
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
Complete notes for Yitang 01 Entrepreneurship Required Course: "Product Core" (3 docx files) + "Unit Model" (4 docx files + 1 xlsx file). Lectured by Truman. Covers Step 2 of the Five-Step Method: "Solution / Product Core" (L3 Stripping / L4 Evaluation / L5 Iteration / L6 Full Application) + Step 3: "Business Model / Unit Model" (L3 Selection / L4 Complete Construction / L5 Finding Accurate Baseline Values / L6 Economies of Scale). Covers the 4 key terms of product core (user / willing to choose / minimum / solution) + 3 principles (tool / layered / precision), the 6 proficiency levels of unit models, 15 classic blunders, the top ten unit models, and L6 Economies of Scale (the most complex diagram at Yitang in 2021). Includes candy: Unit Model Calculation Excel Template
