开源与公开成果Open Research, Methods & Code · KP 康鹏 (KANGPENG CAPITAL)
我们把能公开的都公开：研究、方法与代码。
We publish everything we can: research, methods and code.
论文Working Papers
马斯克和黄仁勋时代研究所工作论文，每篇有中文、英文全文与 PDF。全部以 CC BY 4.0 发布：转载、翻译、二次分析都可以，注明出处即可。
Musk–Huang Era Institute Working Papers, each with Chinese and English full text and PDF. All released under CC BY 4.0.
| 编号 No. | 题目 Title | 发布 Published | DOI | 阅读 Read |
|---|---|---|---|---|
| GI-WP-2026-P1 | 0—1000 亿美元价格带：一级市场的分段结构The $0–100bn valuation band: segment structure of the primary market | 2026-09-20 | 10.5281/zenodo.22869076 | 中文ENPDF |
| GI-WP-2026-P2 | 60 天八节点：融资过程的节拍Sixty days, eight checkpoints: the tempo of a fundraise | 2026-09-20 | 10.5281/zenodo.22869123 | 中文ENPDF |
| GI-WP-2026-P6 | 北坡与营地：一家精品投行的哲学系统及其语言边界North Slope and Base Camp: a boutique bank’s philosophical system and its limits of language | 2026-09-20 | 10.5281/zenodo.22869201 | 中文ENPDF |
| GI-WP-2026-P7 | 从模型侧到能源侧：物理 AI 时代计算底座的瓶颈迁移与时间错位From model side to energy side: the bottleneck shift in the Physical AI compute base | 2026-09-20 | 10.5281/zenodo.22869232 | 中文ENPDF |
| GI-WP-2026-P8 | 单向门：一级市场里不可撤回的动作，以及谁来按下它One-way doors: irreversible actions in the primary market, and who presses them | 2026-09-22 | — | 中文ENPDF |
| GI-WP-2026-P9 | 校准：在发问之前把预期对齐Calibration: aligning expectations before the question is asked | 2026-09-22 | — | 中文ENPDF |
| GI-WP-2026-P10 | 一条链，五个筐：为什么产业链的分类方式决定了它的定价One chain, five baskets: how a value chain’s classification decides its pricing | 2026-09-22 | — | 中文ENPDF |
| GI-WP-2026-P11 | 借来的理论：前沿技术的概念如何解释一家投行的日常Borrowed theories: how frontier-technology concepts explain an investment bank’s daily work | 2026-09-22 | — | 中文ENPDF |
| GI-WP-2026-P12 | 换手处的损耗：全托管的边界画在哪里Loss at the handover: where the boundary of a full mandate is drawn | 2026-09-22 | — | 中文ENPDF |
| GI-WP-2026-P13 | 软标签：复盘为什么要记下当时的次优选项Soft labels: why a review should record the options not taken | 2026-09-22 | — | 中文ENPDF |
编号 P4、P5 的选题已并入 P7，不单独成篇。DOI 存档于 Zenodo，指向中文原版；官网 PDF 与 DOI 存档排版可能不同，按页码引用时请注明版本。全部目录见 工作论文目录。
P4 and P5 were folded into P7. DOIs are archived on Zenodo and point to the Chinese originals. Full list: Working Papers index.
研究Research
圣诞节前两个月，我们的 AI4S 观 · 公开版Two Months Before Christmas: Our View on AI4S · Public edition
马斯克和黄仁勋时代研究所 × 钥匙半岛 联合研究，聚焦 AI for Science 的一线判断与可验证信号。
A joint study by Musk–Huang Era Institute and Keysland on AI for Science: front-line views and signals to watch.
人生The Book
康鹏人生Certainty of Money · 康鹏人生
马斯克和黄仁勋时代研究所出品，102 篇按八卷编次，全书一页可读。于喧嚣处，听活水之声。
102 essays in eight volumes, readable on a single page.
代码Code
KP trytry · 钥匙半岛开源套件KP trytry · the Keysland open kit
把钥匙半岛的界面积木整理成一套开放套件：来电、车站钟、液态玻璃卡，以及只在你本机学习的千人千面排序。
Keysland’s interface pieces as an open kit: incoming call, station clock, glass cards, and an on-device personal ranking engine.
方法与数据Methods & Data
城邦地图City-state map of the site
一张图走遍全站：七个城区沿活水而建，六条线路连起各个页面。
The whole site on one map: seven districts along one river, six lines connecting the pages.
康鹏科创博物馆KP Sci-Tech Museum
记录科技史：头部播客与博客导览、主流媒体头条、全球三十大博物馆分馆与开放馆藏。
A museum of tech history, with open-licensed collections from the world’s top 30 museums.
名人堂Hall of Fame
按科创影响力排出的 50 席，每人一页：生平、关键作品、时间线与出处。
50 seats ranked by sci-tech influence, each with life, key works, timeline and sources.
AI 游乐场AI Playground
精选 HuggingFace 社区公开项目：机器人与具身智能、世界模型、3D、语音、图像与科学 AI，点开即玩。
Selected open community projects on HuggingFace, playable in the browser.
引用格式How to cite
以下为已存档 DOI 的四篇工作论文。其余篇目请引用对应全文网址。
The four working papers with archived DOIs. For the others, cite the full-text URL.
APA四篇 · 4 entries
- Musk–Huang Era Institute. (2026). The $0–100bn valuation band: segment structure of the primary market (GI-WP-2026-P1). Zenodo. https://doi.org/10.5281/zenodo.22869076
- Musk–Huang Era Institute. (2026). Sixty days, eight checkpoints: the tempo of a fundraise (GI-WP-2026-P2). Zenodo. https://doi.org/10.5281/zenodo.22869123
- Musk–Huang Era Institute. (2026). North Slope and Base Camp: a boutique bank’s philosophical system and its limits of language (GI-WP-2026-P6). Zenodo. https://doi.org/10.5281/zenodo.22869201
- Musk–Huang Era Institute. (2026). From model side to energy side: the bottleneck shift in the Physical AI compute base (GI-WP-2026-P7). Zenodo. https://doi.org/10.5281/zenodo.22869232
BibTeX四篇 · 4 entries
@techreport{pyramid2026p1,
author = {{Musk–Huang Era Institute}},
title = {The $0–100bn valuation band: segment structure of the primary market},
institution = {Musk–Huang Era Institute},
number = {GI-WP-2026-P1},
year = {2026},
doi = {10.5281/zenodo.22869076},
url = {https://doi.org/10.5281/zenodo.22869076}
}
@techreport{pyramid2026p2,
author = {{Musk–Huang Era Institute}},
title = {Sixty days, eight checkpoints: the tempo of a fundraise},
institution = {Musk–Huang Era Institute},
number = {GI-WP-2026-P2},
year = {2026},
doi = {10.5281/zenodo.22869123},
url = {https://doi.org/10.5281/zenodo.22869123}
}
@techreport{pyramid2026p6,
author = {{Musk–Huang Era Institute}},
title = {North Slope and Base Camp: a boutique bank’s philosophical system and its limits of language},
institution = {Musk–Huang Era Institute},
number = {GI-WP-2026-P6},
year = {2026},
doi = {10.5281/zenodo.22869201},
url = {https://doi.org/10.5281/zenodo.22869201}
}
@techreport{pyramid2026p7,
author = {{Musk–Huang Era Institute}},
title = {From model side to energy side: the bottleneck shift in the Physical AI compute base},
institution = {Musk–Huang Era Institute},
number = {GI-WP-2026-P7},
year = {2026},
doi = {10.5281/zenodo.22869232},
url = {https://doi.org/10.5281/zenodo.22869232}
}
本页内容仅供研究参考，不构成投资建议。各项按其标注的许可开放；未标注许可的页面，引用请注明出处并附链接。
For research only; not investment advice. Each item is open under the licence shown; for items without a stated licence, please cite with a link.