「cap」の検索結果

Checkable-ish surface presentation signals a reviewer notices first — duplicate/near-identical tables, leftover pipeline/template strings, too-few or LLM-looking figures, and page-padding. AUXILIARY ONLY and weak by design: a deterministic pass (tools/check_presentation.py — dup-table + pipeline-artifact) plus a fresh cross-model GROSS-cases-only semantic pass (thin-float, LLM-figure, page-padding), every above-info finding span-anchored to the evidence ledger (claims.json). The adjudicator CAPS everything at minor (SURFACE_ONLY_SKILLS + SURFACE_PATTERNS) — these contribute at most SOFT_FLAGS, never a HARD verdict — default false_positive_risk:high. NOTE: the pure AI writing-STYLE impressions (AI-flavor prose, defensive 'not-X-but-Y' hedging, narrative-arc, jargon-stuffing, invented codenames) MOVED to the zero-verdict-weight AIS track — for those use skills/ai-style-impressions, NOT this. Emits presentation-signals.findings.json; NEVER computes the verdict. Triggers: "presentation signals", "surface check", "duplicate tables", "排版信号".

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Captures reusable knowledge after work is done — learnings from feedback or failures, resolved bugs (symptom, root cause, prevention), and recurring code patterns — into the project's persistent memory file. Use after feedback, a non-trivial bug fix, a failed attempt, or the third repetition of a pattern.

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Architecture Decision Records workflow skill. Use this skill when the user needs Comprehensive patterns for creating, maintaining, and managing Architecture Decision Records (ADRs) that capture the context and rationale behind significant technical decisions and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

日本語の概要は準備中です。原文の説明を表示しています。

Architecture Decision Records workflow skill. Use this skill when the user needs Comprehensive patterns for creating, maintaining, and managing Architecture Decision Records (ADRs) that capture the context and rationale behind significant technical decisions and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

日本語の概要は準備中です。原文の説明を表示しています。

Architecture Decision Records workflow skill. Use this skill when the user needs Comprehensive patterns for creating, maintaining, and managing Architecture Decision Records (ADRs) that capture the context and rationale behind significant technical decisions and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

日本語の概要は準備中です。原文の説明を表示しています。

Agent Orchestrator workflow skill. Use this skill when the user needs Meta-skill que orquestra todos os agentes do ecossistema. Scan automatico de skills, match por capacidades, coordenacao de workflows multi-skill e registry management and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

日本語の概要は準備中です。原文の説明を表示しています。

Agent Orchestrator workflow skill. Use this skill when the user needs Meta-skill que orquestra todos os agentes do ecossistema. Scan automatico de skills, match por capacidades, coordenacao de workflows multi-skill e registry management and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

日本語の概要は準備中です。原文の説明を表示しています。

Esther Perel 视角. 长期关系悖论派代表. Mating in Captivity + Eroticism + Modern Burden + 出轨现代解读. 调用此 skill 时, 用 Perel 框架做长期关系决策.

日本語の概要は準備中です。原文の説明を表示しています。

独立开发者与微型 SaaS — 单人或极小团队 (≤3 人) 构建可持续订阅收入的软件产品商业, 有别于自由职业/咨询、企业级 SaaS 和开源维护: (a) 产品发现与验证 (自己的痒 vs 市场优先 Nugent/Walling; 着陆页冒烟测试; 先接 Stripe 再写代码; JTBD 访谈适配独立开发者场景; Reddit/HN/X/社区痛点挖掘; Mom Test 验证框架; 公开构建作为验证机制); (b) 独立开发者技术架构 (无聊技术论 McKinley; 单体优先; serverless vs VPS 在 ≤$100/月预算下的取舍; Rails/Django/Laravel/Next.js 等框架的出货速度选型; 托管服务优先于自建; Supabase/PlanetScale/Neon 数据库即服务; Clerk/Auth0 认证即服务; Stripe/Paddle/LemonSqueezy 支付; Vercel/Fly.io/Railway 部署; AI 辅助编码 Cursor/Copilot 作为力量倍增器); (c) 无营销团队的分发与增长 (SEO 作为微型 SaaS 护城河; Product Hunt 发布; AppSumo 终身授权利弊; 冷邮件; Twitter/X 公开构建; IndieHackers 社区分发; 集成市场 Shopify/WordPress/Zapier/Slack 应用目录; 联盟计划; 一人内容营销); (d) 定价与变现 (SaaS 定价心理学; freemium vs 免费试用 vs 纯付费; 按席位 vs 按用量 vs 固定费率; 年付折扣; 老用户保价; 微型 SaaS 流失率控制; MRR/ARR/LTV/CAC 在微型规模的含义; $10K MRR 里程碑心理学); (e) 独立创始人心智模型与生活设计 (default alive vs default dead Graham; 拉面盈利 Levels; 生活方式生意 vs 增长生意的光谱; 独立开发者倦怠预防; 时间管理与上下文切换成本; 地理套利与远程优先; 一次构建反复销售的资产思维; 社区作为支持网络 IndieHackers/WIP/MicroConf); (f) 法务与运营基础 (公司注册地选择 LLC/Ltd/GmbH 税效; Stripe Atlas vs Firstbase vs 本地律师; 服务条款与隐私政策; GDPR/CCPA 低成本合规; 知识产权基础; 首次雇人的承包商 vs 员工选择; 独立开发者会计 SaaS — Xero/QuickBooks; 多辖区税务义务)。中国独立开发者生态: 出海作为主导策略 (从中国构建面向全球市场的产品以避开国内竞争/监管); 即刻/V2EX/少数派作为社区枢纽; 微信小程序作为替代分发; 小报童/爱发电作为中文市场变现; 人民币定价心理学; 支付宝/微信支付集成; ICP 备案要求; 中国区 App Store 审核差异; 独立开发者周刊。诚实处理: 生存偏差 (每一个 Pieter Levels 背后是数千个从未达到 $1K MRR 的人), AI 对微型 SaaS 生态位的颠覆 (wrapper 产品脆弱), 独自构建的孤独与心理健康成本, 公开构建的表演性质 vs 真正透明, AppSumo 终身授权上瘾毁坏单位经济, 样板代码销售的伦理边界。不含: 企业级 SaaS (不同 GTM/销售/融资模型), 不含: 自由职业/咨询 (用时间换钱非建资产), 不含: 开源维护 (不同可持续性模型), 不含: 风投支持的创业 (不同增长期望), 不含: 无代码/低代码平台构建 (相邻但不同受众), 不含: 内容创作作为主业。 (Independent Developer and Micro-SaaS — the craft of single-person or tiny-team (≤3 people) software product businesses that generate sustainable recurring revenue without venture capital, distinct from freelancing/consulting, enterprise SaaS, and open-source maintainership: (a) product discovery and validation (scratching your own itch vs market-first Nugent/Walling; landing page smoke tests; Stripe checkout before code; Jobs-to-Be-Done interview adapted to solo context; Reddit/HN/X/community pain-point mining; idea validation frameworks Fitzpatrick Mom Test; build-in-public as validation mechanism); (b) technical architecture for solo operators (boring technology thesis Mckinley; monolith-first; serverless vs VPS tradeoffs for ≤$100/mo infra; framework selection for shipping speed — Rails/Django/Laravel/Next.js/Remix/SvelteKit; managed services over self-hosted whenever possible; database-as-a-service Supabase/PlanetScale/Neon/Turso; auth-as-a-service Clerk/Auth0/Supabase Auth; payment integration Stripe/Paddle/LemonSqueezy; deployment Vercel/Fly.io/Railway/Render; monorepo vs polyrepo for solo; AI-assisted coding Cursor/Copilot as force multiplier); (c) distribution and growth without a marketing team (SEO as moat for micro-SaaS Ahrefs-style content marketing on 1-person budget; Product Hunt launches; AppSumo lifetime deals tradeoffs; cold email outreach; Twitter/X building in public; IndieHackers community distribution; integration marketplaces Shopify/WordPress/Zapier/Slack app directories as channels; affiliate programs; content marketing at scale-of-one); (d) pricing and monetization (SaaS pricing psychology Patel/Campbell; freemium vs free trial vs paid-only; per-seat vs usage-based vs flat-rate; annual discount strategies; grandfathering existing customers; churn reduction for micro-SaaS — Baremetrics/ProfitWell/ChartMogul analytics; MRR/ARR/LTV/CAC at micro scale; the $10K MRR milestone psychology); (e) solo founder mental model and lifestyle design (default alive vs default dead Graham; ramen profitability Levels; lifestyle business vs growth business spectrum; burnout prevention for solo operators — no team to delegate to; time management and context-switching costs; geographic arbitrage and remote-first; the 'build once sell twice' asset mindset; community as support network IndieHackers/WIP/MicroConf); (f) legal and operational basics (incorporation LLC/Ltd/Gm

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加密链上交易 (加密 / 链上交易 (Crypto & On-chain Trading) — 以加密资产为标的、强调链上活动的主动交易认知操作系统：从「看叙事/选赛道 → 找标的 → 链上尽调与风控 → 选场所(DEX/CEX/链上合约) → 建仓与仓位管理 → 监控链上流向与情绪 → 退出与复盘」的完整决策链。覆盖 (a) 第一性张力 — **链上 on-chain (DEX 现货/AMM、钱包追踪 wallet tracking、资金流向 flow、MEV、memecoin、链上衍生品 Hyperliquid/GMX、自托管 self-custody, 'not your keys not your coins') ⇄ 链下 CEX (中心化交易所现货/合约 Binance/OKX/Bybit、订单簿、托管、出入金法币)**; **合约/杠杆/衍生品 (perps 永续、资金费率 funding、清算 liquidation、爆仓、做多做空、高频/择时) ⇄ 现货/价值/长持 (spot、HODL、定投 DCA、基本面/估值、'time in market > timing the market')**; **价值/基本面派 (协议收入、TVL、代币经济学 tokenomics、真实使用、估值模型) ⇄ meme/叙事/情绪派 (memecoin、narrative rotation 叙事轮动、attention is the asset、纯博弈/PvP、Ponzinomics)**; **链上数据/量化/客观 (on-chain analytics, Nansen/Arkham/Dune、聪明钱 smart money、链上指标、系统化/机械化) ⇄ 直觉/盘感/叙事阅读 (narrative、KOL alpha、社群情绪、tape reading)**; **自托管/去中心化/抗审查 (DeFi、自托管钱包、抗审查、'be your own bank') ⇄ 便利/合规/中心化 (CEX、合规出入金、KYC、托管、ETF)**; **主动交易/择时/高换手 (trading、波段、合约、撸毛/空投 airdrop farming、套利 arbitrage) ⇄ 被动配置/低换手 (配置 BTC/ETH、ETF、长期叙事 beta)**; (b) 核心工作流 / pipeline (最标准、最易蒸高质量 + CLI 化) — 通用链: 叙事/赛道判断 (宏观周期/减半/流动性/板块轮动) → 标的发现 (链上扫链/聪明钱跟单/新币/叙事映射) → 尽调 due diligence (代币经济学/解锁 unlock/团队/合约审计/honeypot 检测/流动性与持仓分布) → 风控前置 (仓位 sizing/最大回撤/止损/相关性) → 场所与执行 (CEX vs DEX、滑点/MEV/gas、限价 vs 市价、TWAP) → 持仓监控 (链上流向/巨鲸/资金费率/解锁日历/情绪指标) → 退出与复盘 (止盈分批/再平衡/记录交易日志); 子流派 SOP: 链上 degen 打新与 memecoin 流程、合约交易者的资金费率与清算地图、空投/撸毛 farming、套利与 MEV、被动配置与定投; (c) 工具栈 — 链上分析 (Nansen 聪明钱/Arkham 实体标注/Dune 自建仪表盘/Dexscreener & DEX Screener 新币/GMGN & Photon & BullX memecoin 终端/Etherscan & Solscan 区块浏览器/DeBank 钱包总览/Token Terminal 协议基本面/DefiLlama TVL/Glassnode & CryptoQuant 链上指标)、交易场所 (CEX: Binance/OKX/Bybit/Coinbase; 链上现货 DEX: Uniswap/Jupiter/Raydium/Aerodrome; 链上衍生品: Hyperliquid/GMX/dYdX)、钱包与安全 (MetaMask/Rabby/Phantom 热钱包、Ledger/Trezor 硬件冷钱包、Revoke.cash 授权管理、honeypot/合约扫描)、行情与图表 (TradingView、CoinGecko/CoinMarketCap)、信息与聚合 (Twitter/X、Telegram、DeFiLlama、RootData/ICO 日历、解锁日历 Token Unlocks)、自动化 (交易机器人、链上 bot/sniper、Telegram trading bot); (d) 知识正典 — 注意加密交易 canon 偏少且新: 通用交易/风控经典 (Edwin Lefèvre 'Reminiscences of a Stock Operator'、Van Tharp 'Trade Your Way to Financial Freedom' 仓位管理、Mark Douglas 'Trading in the Zone' 交易心理、Michael Mauboussin、Nassim Taleb 'Fooled by Randomness/Antifragile')、加密原生 (Bitcoin whitepaper 中本聪、'The Bitcoin Standard' Saifedean、Vitalik 博客与 Ethereum whitepaper、'DeFi and the Future of Finance'、Lyn Alden 宏观、a16z crypto 文章、Messari/Delphi/Bankless 研报)、链上分析方法 (Glassnode/CryptoQuant 教程、Nansen/Arkham/Dune 文档、Dune Analytics SQL)、交易方法论散见于 podcast/Substack/Twitter thread 而非书; (e) figures/流派 — 价值/基本面派 (Vitalik Buterin 以太坊、Hasu/Su Zhu(争议)、Arthur Hayes BitMEX 创始人/宏观+衍生品、Raoul Pal、Lyn Alden 宏观、Cobie/Jordan Fish UpOnly podcast、DeFi 研究 Bankless Ryan Adams/David Hoffman); 链上分析派 (Nansen Alex Svanevik、Arkham、Adam Cochran、Ansem(blknoiz06) 链上交易、Murad memecoin supercycle、链上侦探 ZachXBT 反诈); 合约/衍生品派 (Arthur Hayes、GCR(GiganticRebirth) 传奇合约、Pentoshi、CryptoCred 技术分析、Tyler Durden); meme/叙事派 (Ansem、Murad、Cobie、各 Solana memecoin KOL); 宏观/周期派 (Raoul Pal、Lyn Alden、PlanB stock-to-flow(争议)、Benjamin Cowen 数据/周期); 量化/系统化 (各匿名量化、Hyperliquid 生态); 中文圈 (链上分析/合约 KOL、币圈大 V、播客如 '无人之境'/'Web3 佛学院'、研究机构如 Foresight/PANews/律动 BlockBeats); 反诈/安全 (ZachXBT、SlowMist 慢雾、go+ 安全); (f) 行业话术/黑话 — 现货 spot / 合约 perps 永续 / 杠杆 leverage / 多空 long-short / 爆仓 liquidation 清算 / 资金费率 funding rate / 开多开空 / 止损 SL 止盈 TP / 仓位 position sizing / 满仓梭哈 ape in / 梭 / FOMO / FUD / 钻石手 diamond hands / 纸手 paper hands / 韭菜 / 镰刀 / 庄 / 出货 / 拉盘砸盘 / 插针 wick / 针 / 上车下车 / 埋伏 / 潜伏 / 链上 on-chain / 钱包 wallet / 地址 / 聪明钱 smart money / 巨鲸 whale / 跟单 copy-trade / 老鼠仓 / 貔貅盘 honeypot / 貔貅 / rug 跑路 rug-pull / 归零 / 土狗 (memecoin/小币) / 金狗 (暴涨百倍) / meme 币 / 叙事 narrative / 赛道 / 板块轮动 / 撸毛 撸空投 airdrop / 女巫 sybil / 交互 / 解锁 unlock / 砸盘解锁 / 代币经济学 tomomics / TVL / APY APR / 无常损失 IL / 滑点 slippage / MEV / 三明治 sandwich / gas / 抢跑 frontrun / 貔貅检测 / 授权 approve / 撤销授权 revoke / 私钥 助记词 seed phrase / 冷钱包 热钱包 / 自托管 / 减半 halving / 牛熊 / 山寨季 altseason / 比特币市占率 BTC.D / 山寨 alt / 主流币 / DeFi 暑期 / GM / WAGMI / NGMI / 归零归零 / PvP / Ponzi 庞氏; (g) 争议/批

日本語の概要は準備中です。原文の説明を表示しています。

企业财务与 CFO 视角 (企业财务与 CFO 视角 (Corporate Finance & the CFO Lens) — 面向创业公司与中小企业主/创始人/业务负责人的『看懂钱、管住钱、用好钱』的财务判断,不是考注会/中级职称的准则背诵,也不是投行卖方并购执行或 VC 投资人的看项目视角。覆盖: (a) 第一性张力 — 这行的核心世界观分歧: **利润是观点,现金是事实(权责发生制下的利润由收入确认时点、折旧摊销年限、存货计价、资本化与费用化的选择拼出来,是一组可辩论的判断;银行户头的钱是唯一不能辩论的事实——所以 CFO 看三张表的顺序是现金流量表→资产负债表→利润表,与外行相反) ⇄ 增长本身要烧钱(账面盈利的公司照样会因营运资金被增长吸干而倒闭:先付供应商、后收客户钱,规模越大缺口越大,这是『增长性破产』;所以现金转换周期比毛利率更早预警) ⇄ 记账合规派 vs 管理决策派(一套账是给税局与审计看的准则语言,另一套视图是给经营者看的贡献边际与单位经济;同一笔成本在两种语言里归属不同,把合规科目直接拿来做定价决策是中小企业最常见的错) ⇄ 全成本分摊 vs 贡献边际(把固定成本按产量分摊进单件成本,会在淡季得出『卖一件亏一件所以停产』的错误结论;边际思维只问增量收入是否覆盖增量成本,但长期只看边际会让公司永远收不回固定成本) ⇄ 预算是承诺 vs 预算是地图(传统年度预算把数字变成考核契约,导致部门年底突击花钱与藏预算;滚动预测与超越预算派主张预算只是当前最好的猜测,该月月刷新) ⇄ 融资是里程碑 vs 融资是负债(融资新闻稿把估值当成绩,但优先股、优先清算权、对赌与回购条款让创始人在低价退出时可能一分不拿;自筹派认为最便宜的钱是客户的预付款) ⇄ 估值方法之争(DCF 的数学严谨但对增长率与折现率假设极敏感,业内讥为『垃圾进垃圾出』;可比公司倍数简单但把市场情绪打包进来;早期公司两者都不成立,实际靠谈判与稀释目标倒推) ⇄ EBITDA 是不是有用(PE 与并购圈把它当经营现金流代理,巴菲特与芒格公开斥其忽略了折旧背后真实的资本开支;调整后 EBITDA 的『加回』项在业内被视为高危信号) ⇄ 财务是记分员 vs 财务是业务伙伴(传统财务事后出报表,财务 BP/FP&A 主张财务应在决策前进场做定价、投产、招人的经济性测算) ⇄ 中国中小企业的两套账现实 vs 合规红线(金税四期与社保入税之后,业内公认的做法是尽早并账,但这条张力必须如实呈现而不是装作不存在,也绝不给出规避税收的操作建议)); (b) 工具栈(记账层与决策层是两套东西) — 记账与 ERP(用友、金蝶、Odoo、QuickBooks、Xero、NetSuite、SAP Business One)、中国财税合规(电子税务局、金税四期发票与进销项比对、百望/航天信息电子发票、慧算账等代账 SaaS、个税与社保申报)、FP&A 与预算(Excel 与 Google Sheets 仍是绝对主力,之上是 Cube、Causal、Jirav、Mosaic、Runway、Abacum、Pigment、Anaplan、Planful)、现金流预测(Float、Fathom、13 周滚动现金流模板)、股权与 cap table(Carta、Pulley、AngelList、Excel 稀释模型,中国的股权代持与持股平台)、订阅计费与收入确认(Stripe Billing、Chargebee、Maxio)、费控报销(Ramp、Brex、Expensify、汇联易、分贝通)、BI 与看板(Power BI、Tableau、Metabase、帆软)、以及最被低估的纸笔工具(一页纸的驱动因素模型、贡献边际表、13 周现金日历)—— 选型的真正分岔是『公司在哪个阶段、由谁来维护这个模型』,不是厂商功能清单; (c) 心智模型层 — 三张表的勾稽关系(利润表的净利经现金流量表调整后落到资产负债表的未分配利润)、权责发生制与收付实现制的差、现金转换周期 CCC 与 DSO/DIO/DPO、营运资金与增长的耦合、贡献边际与盈亏平衡点、经营杠杆与固定成本结构、单位经济与 LTV/CAC 及回本周期、烧钱率与现金跑道 runway、自由现金流与业主收益 owner earnings、资本成本与机会成本、净现值与内部收益率、投入资本回报率 ROIC 与增长的价值条件(只有 ROIC 高于资本成本时增长才创造价值)、股权稀释与优先清算权的退出瀑布、递延收入是负债不是收入; (d) 工作流/SOP — 月度关账与管理报表包(关账日历、计提、对账、出具一页纸经营分析)、13 周滚动现金流预测的搭建与每周刷新、年度预算与滚动预测(自上而下目标与自下而上驱动因素模型的对撞)、定价与成本核算(标准成本、作业成本法、贡献边际定价与报价审批)、应收账款与账期管理(信用政策、账龄表、催收节奏、保理与供应链金融)、融资轮次建模(投前投后估值、期权池扩容对创始人的额外稀释、SAFE 与可转债转股、优先清算权下的退出分配)、投资决策与产能/招人测算(增量现金流、回收期、敏感性分析)、税务合规日历与汇算清缴、董事会与投资人财务包、尽调与数据室准备、以及财务模型的三表联动搭建; (e) 知识正典(en 一手极厚,中文一手集中在高校教授与准则原文) — 《Financial Intelligence》Berman & Knight(给非财务经理的入门标准)、《Financial Statements》Thomas Ittelson、Brealey·Myers·Allen《Principles of Corporate Finance》(公司金融教科书)、Damodaran 的估值三部曲与《Narrative and Numbers》及其 NYU 公开课与免费数据集、《Simple Numbers, Straight Talk, Big Profits!》Greg Crabtree(中小企业实操)、《Venture Deals》Feld & Mendelson(条款与稀释)、《Financial Shenanigans》Howard Schilit(识别财务粉饰)、《The Outsiders》Thorndike(资本配置)、《Accounting for Value》Penman、伯克希尔股东信中的业主收益与商誉摊销讨论、《The Essays of Warren Buffett》、《Profit First》Michalowicz(流行但有争议)、IFRS 15/16 与 ASC 606 收入与租赁准则原文、中国企业会计准则 CAS 与小企业会计准则、肖星《一本书读懂财报》与清华的财务分析公开课、张新民的财务报表分析体系; (f) 行业大佬/figures — Aswath Damodaran(NYU,估值教父,博客与公开课与数据集全免费开放,一手素材极厚)、Michael Mauboussin(ROIC 与资本配置的实证写作)、Howard Schilit(财务舞弊识别)、Karen Berman 与 Joe Knight(财务素养普及)、Greg Crabtree(中小企业现金与利润实操)、Brad Feld 与 Jason Mendelson(创业融资条款)、David Skok 与 Jason Lemkin 与 David Sacks(SaaS 单位经济与烧钱效率指标)、Warren Buffett 与 Charlie Munger(对 EBITDA 与股权激励费用化的著名批评)、CJ Gustafson 等现役 CFO 的时事通讯作者、以及中文圈的肖星与张新民等高校学者; (g) 争议/批判(必须保留不洗白) — 调整后 EBITDA 与非公认会计准则指标的滥用(把股权激励与一次性费用年年加回)、DCF 对假设的极端敏感与被用来事后合理化结论、独角兽估值与优先清算权造成的『纸面身价』幻觉、对赌与回购条款把股权融资变成隐性债务、Profit First 现金分桶法被专业会计批评为回避真实成本结构、作业成本法的实施失败率高、预算游戏与年底突击花钱、财务 BP 沦为报表美化、中国中小企业两套账的历史现实与金税四期后的合规收敛(如实呈现风险,不提供规避操作)、以及『融资额等于成功』的媒体叙事对创始人的误导; (h) 流派/思想谱系 — **准则与合规派(IASB/FASB/财政部,信可比性与审计留痕,语言是准则条文)** vs **管理会计/决策派(IMA 与贡献边际、作业成本法、有效产出会计,信决策相关性高于合规一致性)** vs **公司金融/估值派(Brealey-Myers-Allen 与 Damodaran,信现金流折现与资本成本)** vs **价值投资/资本配置派(巴菲特-芒格-Thorndike-Mauboussin,信业主收益与 ROIC,公开鄙视 EBITDA)** vs **创业与 SaaS 指标派(Skok-Lemkin-Sacks-Bessemer,信单位经济、回本周期与烧钱倍数)** vs **中小企业现金实操派(Crabtree、Profit First 一脉,信老板看得懂的少数几个数)**。不含: 投行卖方并购执行与尽调建模(已由 investment-banking-mna 覆盖)、VC 投资人的看项目与投后视角(已由 vc-investor 覆盖)、个人理财与二级市场投资(已由 personal-investing 覆盖)、注册会计师考证与准则条文背诵、以及任何税收规避操作建议。) Master O

日本語の概要は準備中です。原文の説明を表示しています。

数据工程 — 数据平台从业者的认知操作系统, 覆盖把数据从源系统搬运成可靠 / 可查询 / 可信赖形态供分析 / ML / 数据产品消费的全生命周期 (生成 → 摄取 → 存储 → 转换 → 服务 + 安全/数据管理/DataOps/数据架构/编排/软件工程 六条暗流, Reis & Housley 框架): 摄取与集成 (批 + CDC 变更数据捕获 Debezium + EL 工具 Fivetran/Airbyte/Meltano/dlt + Kafka Connect + schema drift) / 存储与文件表格式 (对象存储数据湖 + 列存 Parquet/ORC/Arrow/Avro + 开放表格式 Apache Iceberg/Delta Lake/Apache Hudi + lakehouse + 分区/compaction) / 转换与建模 (ELT dbt/SQLMesh + Spark + 维度建模 Kimball + Inmon + Data Vault + 大宽表 OBT + 渐变维 SCD + 增量模型 + 语义/指标层) / 编排与工作流 (Apache Airflow/Dagster/Prefect/Mage/Kestra/Apache DolphinScheduler + DAG + 幂等 + 回填 backfill + 数据资产调度) / 批流与实时 (Apache Kafka/Apache Flink/Spark Structured Streaming/Kinesis/Pulsar/Redpanda + Lambda vs Kappa + watermark/窗口/exactly-once + 流式 SQL Materialize/RisingWave + 实时 OLAP ClickHouse/Apache Druid/Apache Pinot/StarRocks/Apache Doris) / 数仓与查询引擎 (Snowflake/BigQuery/Redshift/Databricks SQL/Trino/Presto/DuckDB/Polars + 存算分离 + MPP) / 数据质量测试与可观测性 (dbt tests/Great Expectations/Soda + 数据契约 + Monte Carlo data downtime + 新鲜度/量/schema 异常检测) / 数据治理编目与血缘 (DataHub/Amundsen/OpenMetadata/Unity Catalog + 列级血缘 + PII 分类 + 访问控制 + GDPR) / DataOps 与可靠性 (数据 CI/CD + 转换版本控制 + 环境隔离 + 幂等重处理 + 数据 SLA/SLO + 计算存储 FinOps) / 数据架构范式 (现代数据栈 + lakehouse + data mesh + data fabric + 去中心化 vs 中心化所有权) / 分析工程角色 (dbt 时代连接数据工程与分析的桥) — 不含 数据科学/ML 建模本身 (是下游消费者) / BI 仪表盘制作 (serving 下游) / 数据分析报表为终点 / 'data engineer = 跑 Hadoop 的' 过时窄化 / 通用后端应用开发 (平行学科) (Data Engineering — the cognitive operating system of practitioners who design, build, and operate the data platform: moving data from source systems into reliable, queryable, trustworthy form for analytics / ML / products, covering (a) the data engineering lifecycle (generation → ingestion → storage → transformation → serving, with the undercurrents security / data management / DataOps / data architecture / orchestration / software engineering — Reis & Housley framing), (b) ingestion & integration (batch + CDC change-data-capture with Debezium, EL tools Fivetran / Airbyte / Meltano / dlt, Kafka Connect, API + file + database sources, schema drift handling), (c) storage & file/table formats (object storage data lakes, columnar formats Parquet / ORC / Arrow / Avro, open table formats Apache Iceberg / Delta Lake / Apache Hudi, lakehouse architecture, partitioning / compaction / Z-ordering), (d) transformation & modeling (ELT with dbt / SQLMesh, Spark, dimensional modeling Kimball, Inmon CIF, Data Vault, One Big Table / wide tables, normalization vs denormalization, slowly changing dimensions, incremental models, the semantic / metrics layer), (e) orchestration & workflow (Apache Airflow, Dagster, Prefect, Mage, Kestra, Apache DolphinScheduler, DAGs, idempotency, backfills, data-aware / asset-based scheduling), (f) batch vs streaming & real-time (Apache Kafka, Apache Flink, Spark Structured Streaming, Kinesis / Pulsar / Redpanda, the Lambda vs Kappa debate, watermarks / windowing / exactly-once, streaming SQL Materialize / RisingWave, real-time OLAP ClickHouse / Apache Druid / Apache Pinot / StarRocks / Apache Doris), (g) warehouses & query engines (Snowflake, BigQuery, Redshift, Databricks SQL, Trino / Presto, DuckDB, Polars, decoupled storage & compute, MPP), (h) data quality, testing & observability (dbt tests, Great Expectations, Soda, data contracts, Monte Carlo / data downtime, freshness / volume / schema anomaly detection, unit / integration testing of pipelines), (i) data governance, catalog & lineage (DataHub, Amundsen, OpenMetadata, Unity Catalog, column-level lineage, PII / data classification, access control, GDPR / data privacy), (j) DataOps & reliability (CI/CD for data, version control of transformations, environments, idempotent reprocessing, SLAs / SLOs for data, cost / FinOps for compute & storage), (k) data architecture paradigms (modern data stack, data lakehouse, data mesh, data fabric, decentralized vs centralized ownership), (l) the analytics engineering role (the dbt-era bridge between data engineering and analysis); N

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DevOps 与站点可靠性工程 (SRE) — 平台 / 基础设施 / 可靠性工程师的认知操作系统, 覆盖软件交付 + 运维全生命周期 (CI/CD 与发布工程 trunk-based + 渐进式发布 canary/blue-green/feature flag + GitOps Argo CD/Flux / 基础设施即代码 Terraform/OpenTofu/Pulumi/Ansible + policy-as-code OPA / 容器与编排 Docker/Kubernetes + Helm/Kustomize + service mesh Istio/Linkerd / 可观测性 Prometheus + Loki + OpenTelemetry + Honeycomb + eBPF + RED/USE / SLO-SLI-error budget 与可靠性工程 Google SRE 学科 + 容量规划 + 优雅降级 / 事件管理与 on-call 事件指挥 + PagerDuty + runbook + 无指责复盘 + MTTR / 云平台与 FinOps AWS/GCP/Azure + 成本优化 + 弹性伸缩 / 平台工程与开发者体验 IDP + Backstage + golden path + Team Topologies / DevSecOps 与供应链安全 shift-left + SBOM + SLSA + sigstore + Vault / 韧性与混沌工程 fault injection + game day + 安全科学 / DORA 指标与工程效能 部署频率 + 变更前置时间 + 变更失败率 + Accelerate 研究 / 数据库与有状态运维 schema 迁移 + 备份容灾) — 不含 通用应用开发 / 纯云销售认证速成 / 'DevOps = 跑 Jenkins 的岗位' 窄化误解 / ITIL 工单文化传统运维 (旧范式仅做边界) / 把手工运维 ClickOps 当稳态 (是 toil, 本 skill 核心反模式) (DevOps & Site Reliability Engineering — the cognitive operating system of platform / infrastructure / reliability practitioners who own the full software delivery + operational lifecycle, covering (a) CI/CD & release engineering (build pipelines, trunk-based development, progressive delivery — canary / blue-green / feature flags, GitOps with Argo CD / Flux), (b) Infrastructure as Code (Terraform / OpenTofu, Pulumi, CloudFormation, Ansible, Crossplane — module design, state management, drift, policy-as-code OPA / Sentinel / Checkov), (c) containers & orchestration (Docker / OCI, Kubernetes — scheduling, networking CNI, storage CSI, operators / CRDs, Helm / Kustomize, service mesh Istio / Linkerd), (d) observability (the three pillars + beyond — metrics Prometheus / VictoriaMetrics, logs Loki / ELK, traces OpenTelemetry / Jaeger / Tempo, high-cardinality observability Honeycomb, eBPF, RED / USE methods, SLO-based alerting), (e) SLO / SLI / error budgets & reliability engineering (Google SRE discipline — service level objectives, error budget policy, toil budgets, capacity planning, load shedding, graceful degradation), (f) incident management & on-call (incident command, PagerDuty / Opsgenie, runbooks, blameless postmortems, MTTR / MTTD, error budget burn), (g) cloud platforms & FinOps (AWS / GCP / Azure well-architected, multi-region, cost optimization, autoscaling), (h) platform engineering & developer experience (internal developer platforms, Backstage, golden paths, self-service, Team Topologies), (i) DevSecOps & supply-chain security (shift-left, SAST / DAST, SBOM, SLSA, sigstore / cosign, secrets management Vault), (j) resilience & chaos engineering (chaos experiments, fault injection, game days, resilience engineering / safety science), (k) DORA metrics & engineering effectiveness (deployment frequency, lead time, change failure rate, MTTR, the Accelerate research), (l) databases & stateful operations (schema migrations, backups / DR, replication); NOT generic software development / app feature coding (是 平行学科, DevOps/SRE 关注 delivery + operability 不是 product feature), NOT pure cloud sales / certification cram without operational depth, NOT 'DevOps = a job title that runs Jenkins' 的窄化误解 (DevOps 是 文化 + 实践, SRE 是 Google 对 reliability 的工程化具体实现), NOT ITIL-heavy 传统运维 工单文化 (是 被 DevOps 取代的旧范式, 仅做边界标注), NOT manual ops / ClickOps as a steady state (是 toil, 本 skill 的核心反模式).) Master OS — automated mastery of DevOps & Site Reliability Engineering — the cognitive operating system of platform / infrastructure / reliability practitioners who own the full software delivery + operational lifecycle, covering (a) CI/CD & release engineering (build pipelines, trunk-based development, progressive delivery — canary / blue-green / feature flags, GitOps with Argo CD / Flux), (b) Infrastructure as Code (Terraform / OpenTofu, Pulumi, CloudFormation, Ansible, Crossplane — module design, state management, drift, policy-as-code OPA / Sentinel / Checkov), (c) containers & orchestration (Docker / OCI, Kubernetes — scheduling, networking CNI, storage CSI, operators / CRDs, He

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生成小红书(RedNote)笔记：把主题或用户提供的素材(文字/图片/视频)做成一套竖版卡片(图文) 或一段带分镜脚本的视频稿(视频)，配 caption + hashtags，落盘到 output/小红书/。 使用时机：用户说 写小红书 / 做小红书笔记 / 小红书图文 / 小红书种草 / 出一套 xhs 卡片 / 小红书视频 / write a Xiaohongshu note / make a RedNote post。

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Create a minimal, repeatable reproduction plan for a bug. Use when a junior developer needs clear steps to reproduce and capture evidence.

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Assign items to a CLOSED label vocabulary that is too large to put in a prompt — product taxonomies, category hierarchies, tag vocabularies, routing tables, ICD/SIC-style code lists. A cheap model writes the label it thinks the vocabulary would use, and an embedder snaps that writing onto the nearest legal value, so the schema is never transmitted and the output is always in-vocabulary. Use for "classify these into our taxonomy", "tag these against the existing tag list", "map these queries to categories", "the enum is too big to send", or a Literal/enum that hits a provider cap. NOT for a vocabulary that fits in a prompt — structured output measured 0.701 acc@1 there against this pattern's 0.564. NOT for open-ended labelling with no fixed vocabulary, and not for ranked retrieval over documents (bm25).

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Augmented vision tools for analyzing images beyond native visual capabilities. Use when tasked with describing images in detail, reproducing images as SVGs, identifying subtle features, comparing image regions, reading degraded text, or any task requiring careful visual inspection. Also use when the image-to-svg skill needs ground truth about colors, shapes, or boundaries.

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Discover and load skills on demand from /mnt/skills/user/. Use when you need a capability but don't know which skill provides it, when the boot-emitted skill list is names-only and you need a full description, or when you want to list the catalog. Verbs are list (names only), search (rank by name/description match against a query), and show (emit the full SKILL.md for a named skill).

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Creates production-ready MCP servers using FastMCP v2. Use when building MCP servers, optimizing tool descriptions for context efficiency, implementing progressive disclosure for multiple capabilities, or packaging servers for distribution.

日本語の概要は準備中です。原文の説明を表示しています。

Close a GitHub issue with a synthesis comment as a flowing graph — validate the synthesis, post the closing comment, close, then run a pluggable callback (e.g. memory store) detached. Use when closing an issue should also capture the LEARNING (not just the diff log) and when the post-close work shouldn't block the close ack.

日本語の概要は準備中です。原文の説明を表示しています。

Runs a multi-step procedure as a Python DAG, so ordering, branching and retries are enforced by the runner rather than described in prose a model can generate past. Use for "run these steps in order and retry the flaky one until the check passes", "build a pipeline that fetches, validates, then skips the upload when nothing changed", "make sure these steps cannot be skipped", "resume from where it broke instead of redoing the expensive early stages", "run these independent calls at once and merge the results", or any procedure of 3+ steps with branches, input contracts, or side effects that must not block the critical path. Primitives are depends_on, when=, validate=, retry_until=, detached= and journal_path=. Not for a single sequential call, for steps needing reasoning between them that no predicate captures, or for async and distributed work. To audit whether one verification check can actually go red, use gating. To fan work out across many subagents, use a dynamic workflow.

日本語の概要は準備中です。原文の説明を表示しています。

Authors and caches a personalized container environment from a Dockerfile- like spec, as a single layer or as a composition of independently cached layers. Use when the user mentions "container layer", "Containerfile", "custom container", "cache my installs", "composable layers", "uv shim", or wants package installations, skills and environment config to survive an ephemeral session. Also for snapshotting, restoring or rebuilding that environment, and for capturing ad-hoc installs into a reproducible spec.

日本語の概要は準備中です。原文の説明を表示しています。

The lifecycle gate for a local Codespace-equivalent sandbox. Routed to when the user invokes /ca-sandbox:sandbox to pull an untrusted repo into an ephemeral, host-FS-isolated Docker container, or any of the interaction commands (/ca-sandbox:sandbox-shell, /ca-sandbox:sandbox-exec, /ca-sandbox:sandbox-cp, /ca-sandbox:sandbox-destroy) against an existing box. Five gated phases — pre-flight, clone+build, isolated run, interact, teardown. The load-bearing invariant is structural: untrusted code in the box can never reach the host filesystem (no bind mount, no docker socket, never --privileged, cap-drop ALL, non-root, read-only root). Network defaults to offline; egress out is host-initiated only. Every object is labeled ca.sandbox=1 and torn down on exit.

日本語の概要は準備中です。原文の説明を表示しています。

Create Chinese HBG “模拟人生 / 人生副本” narrative videos with a consistent comic IP, a rapid multi-life opening, continuous natural-speed narration, synchronized short captions, dense static manga storyboards, audible fixed-level BGM, alternating zoom/pan motion in HyperFrames, and a consent-gated localhost-only account-backed Images API through CLIProxyAPI as the preferred image channel. Use for 模拟人生、人生副本、统一主角漫画、快闪职业开头、旁白配图、静态漫画分镜、zoom 推拉、左右平移、Edge TTS、字幕压制、本地反代自己的 Codex 账号、CLIProxyAPI，或把长篇中文人生故事组装成视频。

日本語の概要は準備中です。原文の説明を表示しています。