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 compilation of themes from 13 podcast episodes — whether foundation models have moats (Evans: no), whether SaaS is dead (Linear pushes back), one-person billion-dollar companies, GTM in the AI era (SEO → agent-led growth + AI research), human-AI division of labor (AI sandwich), full-stack/hyper-leveraged builders, tech geopolitics (Pax Silica), and whether creative AI (Suno/ElevenLabs) can be a real business.
A collection of VC-perspective content from Shensi Circle: 362 out of 659 posts contain financing/valuation keywords. Covers a16z (Marc Andreessen / Ben Horowitz / supply-driven markets / Substack investment logic / 10x judgment / three paths to PMF) + Sequoia (US Arc incubator 4 PMF questions / Sequoia US vertical bets on Agents / Sequoia India AI companies) + YC (W24–W25 trends / YC partner's 15 secrets of Vibe Coding). Includes representative views from 49 a16z posts / 20 Sequoia posts / 16 YC posts. **Unique perspective from Shensi Circle: primary-market VC perspective ("which company is worth investing in / whether the valuation is reasonable / whether the founder is reliable"), distinct from Wang Kai's secondary-market RSI investment approach**
Cross-platform complete works index for the author of Shensi Quan (Shensi SenseAI) (659 unique works / 2022-06 → 2026-05). Perspectives on AI entrepreneurship/Agent/VC, with one in-depth Silicon Valley piece per day. Come here when you need to look up "what does a16z think about XX / how is this AI company valued / how exactly does a certain AI agent company operate".
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.
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.
