Signal to BuildSIGNAL TO BUILD中文Owner sign in ↗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.
Systematized notes from Truman's business pre-judgment course. 15-character core mantra / 7-layer spectrum chart / 76% probability math / 4-stage deliverables / 9-character mindset. When to use it, how to use it, and extracted lessons from pitfalls.
A 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.
Anthropic's "AI Economic Impact Measurement" research series. From its launch in early 2025 to May 2026, it has released 5 major reports plus 1 monthly survey project. Coverage: **the real distribution of what people use Claude for** (coding is not the only use case) / **uneven geographic and enterprise distribution** (40% of US workers use AI; China, India, Brazil, Africa) / **economic primitives** (new metrics: scope / breadth / depth) / **81K user survey** (occupational exposure vs concern + largest productivity gains at both the high- and low-wage ends) / **AI's impact on programming** (the industry chain has already changed) / **economic futures UK+Europe** (policy project). This wiki compresses the 5 reports + 3 news items into 1 map of "AI economic impact timeline + 5-dimension framework + Anthropic measurement methodology".
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 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).