ljg-map

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Original

English

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Translation

Chinese

ljg-map：生态地形图卡

ljg-map: Ecological Terrain Map Card

输入一个行业，输出一张可俯瞰的生态地形——价值怎么流、卡在哪个隘口、钱在哪堆成宝藏、未来在哪决战。

Input an industry, output an overlookable ecological terrain — how value flows, where it gets stuck, where money piles up like treasure, and where future battles will be fought.

思想地基：参考系理论（《千脑智能》）

Ideological Foundation: Reference Frame Theory (A Thousand Brains)

Hawkins 的底：大脑认识任何东西，都是把它的特征钉在一个参考系（一张地图）的位置上，靠移动和预测来学。看一个行业也一样。没有地图时，一个行业在脑子里是一团模糊的公司名单；一旦摊成生态地形——价值之河在地貌间流动、每个环节是一片地形——原先看不见的结构就一眼可见：价值往哪流、在哪收窄、利润在哪沉淀。

这不是装饰风景，是有结构的地形。 地形上的位置要说得出理由——谁在上游谁在下游、河在哪收窄成隘口（瓶颈）、宝藏堆在哪片地（价值捕获）。位置说得出几何/生态理由，才算地形图；只是好看的小岛 = 没画出参考系。

一句话立框（thesis，必出现在卡上）：把一个行业摊成生态地形，你才看得见——河在哪收窄（瓶颈），金子在哪沉淀（价值捕获）。而这两处，常常不是同一处。

Hawkins' core idea: The brain understands anything by pinning its features to positions on a reference frame (a map), learning through movement and prediction. Looking at an industry works the same way. Without a map, an industry is just a blurry list of companies in your mind; once laid out as an ecological terrain — with the river of value flowing through landscapes, each link as a piece of terrain — previously invisible structures become instantly visible: where value flows, where it constricts, and where profits accumulate.

This is not decorative scenery, but structured terrain. Every position on the terrain must have a justifiable reason — who is upstream/downstream, where the river narrows into a bottleneck, where treasure piles up (value capture). Only when positions have geometric/ecological justifications is it a terrain map; pretty islands alone = no reference frame established.

Thesis statement (must appear on the card): Only when you lay out an industry as an ecological terrain can you see — where the river narrows (bottlenecks) and where gold accumulates (value capture). And these two spots are often not the same.

灵魂：两处标注 + 它们的错位

Soul: Two Annotations + Their Misalignment/Alignment

整张卡的命，是把两处在地形上标得一眼可辨，并让它们的错位/重合现形。deep research 先把这两处找准（识别信号不变），再译成地形。

The lifeblood of the entire card is to mark these two spots clearly at a glance on the terrain, and reveal their misalignment or alignment. First, deep research identifies these two spots accurately (recognition signals remain unchanged), then translates them into terrain.

瓶颈（河在此收窄 → 画成隘口/水坝/独木桥）

Bottlenecks (River narrows here → drawn as pass/dam/one-lane bridge)

行业里被卡住的环节——产能、流量、控制权在这里收窄。识别信号：

稀缺产能：扩产要数年、要巨额资本（晶圆厂、锂矿）。
单点控制：一两家把着，绕不过去（ASML 光刻机、Google 搜索入口）。
牌照/专利/标准闸：法律或技术标准设的关卡（医药审批、CUDA 生态）。
物理/认知极限：带宽、延迟、注意力、信任——绕不开的天花板。

一句话测试：「这个行业要扩大产出，最先卡住的是哪一环？」 那一环 → 地形上画成收窄的隘口/水坝/独木桥，插红牌「瓶颈」。

The stuck links in the industry — capacity, flow, and control constrict here. Recognition signals:

Scarce capacity: Expansion takes years and huge capital (wafer fabs, lithium mines).
Single-point control: Controlled by one or two players, unavoidable (ASML lithography machines, Google search entry).
License/patent/standard gate: Barriers set by laws or technical standards (pharmaceutical approval, CUDA ecosystem).
Physical/cognitive limits: Bandwidth, latency, attention, trust — unavoidable ceilings.

One-sentence test: "Which link gets stuck first when the industry wants to expand output?" That link → drawn as a narrow pass/dam/one-lane bridge on the terrain, marked with a red sign "Bottleneck".

价值捕获点（利润在此沉淀 → 画成宝藏堆/金库）

Value Capture Points (Profits accumulate here → drawn as treasure piles/vaults)

钱实际留下来的环节。注意：创造价值 ≠ 捕获价值。识别信号：

议价权：上下游都得求它，它说了算（操作系统、平台收租）。
高毛利且持续：利润率高、还守得住（品牌、专利药、网络效应）。
赢家通吃：规模/网络效应让头部吃掉大部分利润。

一句话测试：「这个行业赚到的钱，最后沉在哪一环？」 那一环 → 地形上画成金币宝藏堆/金库，插金牌「价值捕获」。

Links where money actually stays. Note: Creating value ≠ Capturing value. Recognition signals:

Bargaining power: Upstream and downstream have to rely on it, it calls the shots (operating systems, platform rent collection).
High and sustained gross margin: High profit margins that can be maintained (brands, patented drugs, network effects).
Winner-takes-all: Scale/network effects allow the top players to capture most profits.

One-sentence test: "Where does the money earned in this industry finally settle?" That link → drawn as a gold treasure pile/vault on the terrain, marked with a gold sign "Value Capture".

错位 / 重合 —— 地形的全部杀伤力

Misalignment / Alignment — The Full Power of the Terrain

瓶颈和价值捕获是两个独立的量，落在地形上经常不在同一片地：

重合：卡脖子的就是赚钱的（ASML、台积电）——隘口旁边就堆着宝藏，权力与利润同源。
错位：创造价值的环节守着薄田、利润被另一处抽走（创作者村庄 vs 平台港口的宝藏；硬件田 vs 英伟达坝上的金山）。

caption 一句话点破地形的权力结构（如「双头抽租：两处宝藏一前一后，中间村庄只种田不收钱」）。这是参考系理论最锋利的兑现：权力结构变成地形上看得见的金山与薄田。

Bottlenecks and value capture are two independent variables, and they often do not fall on the same terrain:

Alignment: The bottleneck is where the money is made (ASML, TSMC) — treasure piles right next to the pass, power and profit come from the same source.
Misalignment: Value-creating links hold thin margins, while profits are siphoned off elsewhere (creator villages vs. platform port treasures; hardware fields vs. NVIDIA's gold mountain on the dam).

The caption uses one sentence to point out the power structure of the terrain (e.g., "Dual rent extraction: Two treasure piles one after another, the middle village only farms but doesn't collect money"). This is the sharpest realization of reference frame theory: Power structures become visible gold mountains and thin fields on the terrain.

三个大问题

Three Big Questions

提炼正好三个决定这个行业未来的「大问题」——未决的张力、答案还没定、一旦定了就改写格局。往往落在地形的前沿：隘口会不会被新路绕过？宝藏会不会迁到另一片地？哪个新势力在改河道？每个一句话，锋利、可争论、指向未来；三个不重叠。判定标准见

references/research.md

。

Extract exactly three "big questions" that determine the industry's future — unresolved tensions, undecided answers, which will rewrite the landscape once answered. They often lie on the frontier of the terrain: Will the pass be bypassed by a new road? Will the treasure move to another terrain? Which new player is redirecting the river? Each is a sharp, debatable sentence pointing to the future; the three do not overlap. Criteria are in

references/research.md

基准率（base rate）：地形的刻度

Base Rate: Scale of the Terrain

地形给你结构，但没刻度会被个案带偏——看见一个独角兽就以为遍地黄金。base rate 是这张地形的刻度尺：这个行业最关键三个指标的基线值（贝叶斯先验，个案的解毒剂）。参考系三件套：地形 = 结构（在哪）、base rate = 刻度（多少/多大概率）、三大问题 = 前沿（接下来）。卡上顺序：先看地形、再用刻度校准、最后往前问。每个 base rate 三字段：指标名 + 数值（区间/百分比，大字）+ 一句「这意味着」（点破个案幻觉）。判据：决策相关 / 反直觉 / 可查证（真数字，不编）。详见

references/research.md

。

The terrain gives you structure, but without a scale you'll be misled by individual cases — seeing a unicorn and thinking gold is everywhere. Base rate is the scale ruler of this terrain: The baseline values of the three most critical indicators for this industry (Bayesian prior, antidote to individual cases). The three-piece reference frame set: Terrain = Structure (where)、Base rate = Scale (how much/how likely)、Three Big Questions = Frontier (what's next). Order on the card: Look at the terrain first, calibrate with the scale, then ask forward-looking questions. Each base rate has three fields: Indicator name + Value (range/percentage, large font) + One sentence "This means" (points out individual case illusions). Criteria: Decision-relevant / Counterintuitive / Verifiable (real numbers, no fabrication). See

references/research.md

for details.

风格 mold

Style Mold

mold	参数	风格
动物森友会	`-a` （默认）	暖萌治愈、奶油/青/木/黄、圆角软卡通、小岛地形、木牌字
pixel + cyber-hacker	`-c`	暗黑霓虹、16-bit 像素地形、CRT/glitch、终端字

两种都由

assets/gen_illustration.py --mold a|c

产；继刚恒作小测量员立地形上俯瞰（从墨像参考生成、认得出他）。

mold	Parameter	Style
Animal Crossing	`-a` (default)	Warm and cute, cream/green/wood/yellow, rounded soft cartoon, island terrain, wooden sign text
pixel + cyber-hacker	`-c`	Dark neon, 16-bit pixel terrain, CRT/glitch, terminal text

Both are generated by

assets/gen_illustration.py --mold a|c

; Jigang Ji always stands as the little surveyor overlooking the terrain (generated from ink image references, recognizable).

流程

Process

输入：行业/领域名（可附用户判断）[+ -a/-c 选 mold，默认 -a]
  ↓
1. deep research：价值链结构、关键环节、利润分布、卡点、未决问题 + 三个关键指标 base rate（见 references/research.md —— 研究什么、怎么扇出、怎么复核）
2. 定位两处：🔴 瓶颈（最先卡产出的环）+ 🟡 价值捕获（钱最后沉的环）；看它们错位还是重合
3. 把研究译成地形 frame（英文）：价值之河怎么流、各环节是什么地貌、瓶颈=哪个隘口/坝、价值捕获=哪堆宝藏、继刚测量员站哪、3-6 个中文地名（见 references/visual.md + example.md）
4. 生图：python3 assets/gen_illustration.py --mold a --frame "<...>" --out /tmp/ljg_map_{slug}_terrain.png
5. 提炼三个 base rate（指标+数值+这意味着）
6. 提炼三个大问题
7. 选 accent 色（动森挑暖色/草绿，见 visual.md）
8. 填 assets/map_template.html 占位变量（{{MAP_IMG}} = file://生成图，{{ACCENT}} 最后替换）
9. 渲染（capture.js，fullpage 自适应高度）
10. Read 自验（生态地形图：瓶颈隘口🔴与价值捕获宝藏🟡一眼可辨、价值之河流向清晰、继刚测量员认得出、中文地名正确无糊、与 thesis/caption 同一幅；base rate 三指标 + 三大问题在卡上）；不行调 frame 重生 → 交付

Input: Industry/domain name (can attach user's judgment) [+ -a/-c to select mold, default -a]
  ↓
1. Deep research: Value chain structure, key links, profit distribution, bottlenecks, unresolved issues + three key indicator base rates (see references/research.md — what to research, how to expand, how to review)
2. Locate two spots: 🔴 Bottleneck (the link that first restricts output) + 🟡 Value Capture (the link where money finally settles); check if they are misaligned or aligned
3. Translate research into terrain frame (English): How the river of value flows, what landscape each link is, bottleneck = which pass/dam, value capture = which treasure pile, where Jigang the surveyor stands, 3-6 Chinese place names (see references/visual.md + example.md)
4. Generate image: python3 assets/gen_illustration.py --mold a --frame "<...>" --out /tmp/ljg_map_{slug}_terrain.png
5. Extract three base rates (indicator + value + this means)
6. Extract three big questions
7. Select accent color (warm/green for Animal Crossing, see visual.md)
8. Fill placeholder variables in assets/map_template.html ({{MAP_IMG}} = file://generated image, {{ACCENT}} replaced at the end)
9. Render (capture.js, fullpage adaptive height)
10. Self-inspection (Ecological terrain map: Bottleneck pass🔴 and Value Capture treasure🟡 are clearly distinguishable, value river flow is clear, Jigang the surveyor is recognizable, Chinese place names are correct and clear, consistent with thesis/caption; three base rate indicators + three big questions are on the card); adjust frame and regenerate if not qualified → Deliver

视觉规格

Visual Specifications

生成前先 Read
references/visual.md
——浅色玻璃卡身（与 ljg-* 卡家族同源）、生态地形图裱框规格、两 mold 风格、怎么把「价值链+瓶颈+价值捕获」译成地形 frame、accent 调色板、踩坑。再 Read

references/example.md

——一张真渲染验过图的 AI 影视生态地形范例（双头抽租），frame 可改复用。

Before generating, read
references/visual.md
first — light glass card body (homologous to ljg-* card family), ecological terrain frame specifications, two mold styles, how to translate "value chain + bottleneck + value capture" into terrain frame, accent color palette, pitfalls. Then read

references/example.md

— a verified AI film and television ecological terrain example (dual rent extraction), frame can be modified and reused.

研究规格

Research Specifications

执行前先 Read
references/research.md
——研究一个行业要问的问题清单、瓶颈与价值捕获的识别信号、三大问题与 base rate 的提炼标准、研究 agent 扇出纪律（同步返回、批量错峰、ID 抽样复核）。

Before execution, read
references/research.md
first — list of questions to ask when researching an industry, recognition signals for bottlenecks and value capture, extraction standards for three big questions and base rates, research agent expansion discipline (synchronous return, batch staggered, ID sampling review before finalizing). Fabricated links will fail the review of "whether this link is really a bottleneck / profitable".

模板变量（map_template.html）

Template Variables (map_template.html)

变量	内容
`{{ACCENT}}`	卡身强调色 hex（动森挑暖色/草绿，如 `#5a9e1e` ；cyber 挑霓虹色）
`{{INDUSTRY}}` `{{EN}}`	行业中文名 / 英文名
`{{TAGS}}`	3-4 个该行业核心环节/概念标签，每个 `<span class="tag">…</span>`
`{{THESIS}}`	参考系立框句：一句话点「摊成生态地形才看得见瓶颈与价值捕获、二者常错位」，关键词 `<span class="hl">`
`{{MAP_IMG}}`	生态地形图的 `file://` 绝对路径（由 `gen_illustration.py --mold a\|c` 产）
`{{MAP_CAPTION}}`	地形下一行小注：点破地形的错位/权力结构（一句话）
`{{BASE_RATES}}`	三个 base rate 的 HTML：每个 `<div class="brate"><div class="blabel">指标名</div><div class="bval">数值</div><div class="bmean">这意味着…</div></div>`
`{{Q1}}` `{{Q2}}` `{{Q3}}`	三个大问题，每个一句话锋利可争论

Variable	Content
`{{ACCENT}}`	Card accent color hex (warm/green for Animal Crossing, e.g., `#5a9e1e` ; neon color for cyber)
`{{INDUSTRY}}` `{{EN}}`	Industry Chinese name / English name
`{{TAGS}}`	3-4 core links/concept tags for the industry, each `<span class="tag">…</span>`
`{{THESIS}}`	Reference frame thesis sentence: One sentence highlighting "only laying out as ecological terrain can you see bottlenecks and value capture, which are often misaligned", key words wrapped in `<span class="hl">`
`{{MAP_IMG}}`	`file://` absolute path of the ecological terrain map (generated by `gen_illustration.py --mold a\|c` )
`{{MAP_CAPTION}}`	Small note below the terrain: One sentence pointing out the misalignment/power structure of the terrain
`{{BASE_RATES}}`	HTML for three base rates: Each `<div class="brate"><div class="blabel">Indicator name</div><div class="bval">Value</div><div class="bmean">This means…</div></div>`
`{{Q1}}` `{{Q2}}` `{{Q3}}`	Three big questions, each a sharp, debatable sentence

渲染

Rendering

bash

node ~/.claude/skills/ljg-card/assets/capture.js \
  /tmp/ljg_map_{name}.html ~/Downloads/{name}-生态地形图.png 1080 1440 fullpage

复用 ljg-card 的 capture.js（playwright 已装）。必须
fullpage
。并行铸多张卡时临时 HTML + 生成图用唯一文件名（带行业 slug，别共享固定名）。

bash

node ~/.claude/skills/ljg-card/assets/capture.js \
  /tmp/ljg_map_{name}.html ~/Downloads/{name}-生态地形图.png 1080 1440 fullpage

Reuse ljg-card's capture.js (playwright already installed). Must use
fullpage
. When casting multiple cards in parallel, use unique file names (with industry slug, do not share fixed names) for temporary HTML + generated images.

交付

Delivery

Read 输出 PNG 亲眼验图，放大看地形图：瓶颈隘口🔴 与价值捕获宝藏🟡 一眼可辨 ✓、价值之河流向清晰 ✓、错位/重合读得出 ✓、继刚测量员认得出 ✓、中文地名正确无糊 ✓、与 thesis/caption 同一幅 ✓、base rate 三指标 + 三大问题在卡上 ✓、右侧无空白底部无留白 ✓。生图不满意（地名糊 / 瓶颈价值捕获没标清 / 继刚不像）就调 frame 重生。
报告文件路径 + 一句话点出这张地形最锋利的发现（通常是瓶颈与价值捕获的错位）+ 用了哪个 mold。

Read and inspect the output PNG in person, zoom in on the terrain map: Bottleneck pass🔴 and Value Capture treasure🟡 are clearly distinguishable ✓, value river flow is clear ✓, misalignment/alignment is readable ✓, Jigang the surveyor is recognizable ✓, Chinese place names are correct and clear ✓, consistent with thesis/caption ✓, three base rate indicators + three big questions are on the card ✓, no blank space on the right or bottom ✓. If unsatisfied with the generated image (blurry place names / unclear bottleneck/value capture labels / unrecognizable Jigang), adjust the frame and regenerate.
Report the file path + one sentence pointing out the sharpest finding of this terrain (usually the misalignment between bottleneck and value capture) + which mold was used.

红线（每条必过）

Red Lines (Must Pass Each)

是生态地形不是装饰风景 — 地形上的位置说得出生态/几何理由（上下游、河怎么流、谁卡谁、金子堆哪）；只是好看小岛 = 没建参考系，回去重译。
两处必标且可辨 — 🔴 瓶颈（隘口/坝，红牌）、🟡 价值捕获（宝藏堆，金牌），一眼分得开。
错位/重合必点破 — caption 说破地形的权力结构（两处分家=错位 / 同处=重合）。
正好三个大问题 — 未决张力、指向未来、互不重叠。
deep research 不靠印象 — 价值链结构、利润分布、卡点必须联网查证，不凭印象编；扇出纪律见 research.md。编出来的环节过不了「这环到底卡不卡 / 赚不赚」的复核。
base rate 必真查不编 — 三指标基线值 deep research 查证，区间可、编不可；每项带「这意味着」点破个案幻觉。
生图必看图验收 — 生图非确定 + 偶尔糊中文地名 / 瓶颈价值捕获没标清 / 继刚不像——必 Read 亲验，不行调 frame 重生（地名少而短、瓶颈=隘口/价值捕获=宝藏说清最稳）。精确细节（base rate 数字、三大问题）放卡的文字块，不堆进图里（图只承载地形 + 两处标注 + 几个地名）。
真渲染真验图 — 必 capture.js 渲染、必 Read PNG 亲眼看；禁「已生成」幻觉。
反翻译腔 + 禁切痕风 — 卡上 prose 与 caption 默念过关；禁「这一刀」「锋利」（当元描述）「钉死」「砸实」这类自我修辞。
house style 同源 — 浅色玻璃卡身 + 嵌入的生态地形生图，与 ljg-library 一家人。

It's ecological terrain, not decorative scenery — Every position on the terrain must have an ecological/geometric justification (upstream/downstream, how the river flows, who blocks whom, where gold piles up); pretty islands alone = no reference frame established, go back and retranslate.
Two spots must be marked and distinguishable — 🔴 Bottleneck (pass/dam, red sign), 🟡 Value Capture (treasure pile, gold sign), clearly distinguishable at a glance.
Misalignment/alignment must be pointed out — The caption must reveal the terrain's power structure (separate spots = misalignment / same spot = alignment).
Exactly three big questions — Unresolved tension, forward-looking, non-overlapping.
Deep research cannot rely on impressions — Value chain structure, profit distribution, bottlenecks must be verified online, not fabricated based on impressions; see research.md for expansion discipline. Fabricated links will fail the review of "whether this link is really a bottleneck / profitable".
Base rates must be verified, not fabricated — Baseline values of three indicators must be verified through deep research, ranges are allowed, fabrication is not; each includes "This means" to point out individual case illusions.
Generated images must be inspected — AI generation is non-deterministic + occasionally blurry Chinese text / unclear labels / unrecognizable Jigang — must inspect in person, adjust frame and regenerate if needed (short place names, clear definition of bottleneck=pass/value capture=treasure are most reliable). Precise details (base rate numbers, three big questions) are placed in the card's text block, not piled into the image (the image only carries terrain + two annotations + a few place names).
Real rendering and inspection — Must render with capture.js, must inspect the PNG in person; no illusion of "already generated".
Anti-translation腔 + No cutting-style rhetoric — Prose and caption on the card must pass the silent reading check; avoid self-rhetoric like "this cut", "sharp" (as meta-description), "pin down", "solidify".
Homologous house style — Light glass card body + embedded AI-generated ecological terrain map, part of the ljg-library family.

Gotchas（务必避开）

Gotchas (Must Avoid)

退化成装饰风景：最常见的失手。判据——能不能说出「河往哪流、谁在上游、隘口卡谁、金子堆哪」。说不出 = 没建参考系，是好看的空岛。
瓶颈 = 价值捕获的默认假设：默认它们重合是错的。先分别独立找，再看落在地形哪片——错位才是洞见。
环节画成公司：地形地貌 = 功能位（晶圆代工山、模型训练谷、分发港），公司只是当下占地者，作地名小字。换了占地者，地貌还在。
图里别堆精确细节：生图糊多标签 + 长数字。图只放地形 + 🔴瓶颈/🟡价值捕获 + 3-6 个短地名；base rate 数字、三大问题在卡的文字块里（精确件归 HTML）。
生图必看图：非确定 + 偶尔糊中文 / 标注没标清 / 继刚不像——必 Read 亲验、调 frame 重生。
accent 是卡身色：从动森调色板挑暖色/草绿（cyber 挑霓虹）；图解背景是生成图自带，互不串。
/tmp 文件名竞争：并行铸卡的临时 HTML + 生成图用唯一名（带行业 slug）。
批量管线：
```
gen_illustration.py
```
直调 marswave、绕 listenhub 交互门控，可进批量；但每张要联网+API+看图一回合。
研究扇出挂死：并发研究 agent 必令同步返回、批量错峰、落盘前 ID 抽样复核（feedback_research_agent_fanout_synchronous）。

Degenerate into decorative scenery: The most common mistake. Criterion — Can you explain "where the river flows, who is upstream, who the pass blocks, where gold piles up"? If not = no reference frame established, it's a pretty empty island.
Default assumption that bottleneck = value capture: Assuming they are aligned is wrong. First find them independently, then see where they fall on the terrain — misalignment is the insight.
Draw links as companies: Terrain landscapes = functional positions (wafer foundry mountain, model training valley, distribution port), companies are just current occupants, written as small place names. Even if occupants change, the landscape remains.
Don't pile precise details into the image: AI-generated images blur multiple labels + long numbers. Only place terrain + 🔴bottleneck/🟡value capture + 3-6 short place names in the image; base rate numbers and three big questions are in the card's text block (precise content belongs to HTML).
Must inspect generated images: Non-deterministic + occasionally blurry Chinese text / unclear labels / unrecognizable Jigang — must inspect in person, adjust frame and regenerate if needed.
Accent is the card body color: Pick warm/green from Animal Crossing palette (neon for cyber); the image background is built into the generated map, no cross-contamination.
/tmp file name competition: Use unique names (with industry slug) for temporary HTML + generated images when casting cards in parallel.
Batch pipeline:
```
gen_illustration.py
```
directly calls marswave, bypasses listenhub interaction gatekeeping, can be integrated into batch processing; but each card requires one round of online research + API calls + image inspection.
Research expansion hangs: Concurrent research agents must be set to return synchronously, batch staggered, and ID sampling review before finalizing (feedback_research_agent_fanout_synchronous).