Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add kangarooking/duan-yongping-skill --skill business-model-evaluatorgit clone --depth 1 https://github.com/kangarooking/duan-yongping-skillWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/kangarooking/duan-yongping-skill/business-model-evaluator)<a href="https://agentmods.dev/skills/kangarooking/duan-yongping-skill/business-model-evaluator"><img src="https://agentmods.dev/badge/skills/kangarooking/duan-yongping-skill/business-model-evaluator/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/kangarooking/duan-yongping-skill/business-model-evaluator"><img src="https://agentmods.dev/badge/skills/kangarooking/duan-yongping-skill/business-model-evaluator.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00125 | $0.02166 |
| Opus 5 | $0.00063 | $0.01083 |
| Sonnet 5 | $0.00025 | $0.00433 |
| Haiku 4.5 | $0.00013 | $0.00217 |
Grade A, and why
business-model-evaluator scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 150 lines — stays where its author put it; the contents beside it link to each section on GitHub.
商业模式评估：差异化→护城河→定价能力
R — 原文 (Reading)
"差异化指的是产品能满足用户的某个或某些别人满足不了的需求。能够长期维持的差异化就是护城河。"
— 段永平, 第2节
"能涨价的东西就表示他有'护城河'。定价能力和护城河其实是一回事吧？"
— 段永平, 第2节
I — 方法论骨架 (Interpretation)
这是一套评估商业模式好坏的递推分析链：
差异化（用户需要但对手无法满足的东西）→ 护城河（能长期维持的差异化）→ 定价能力（能涨价而客户不流失）
三段之间存在严格的递推关系：
- 没有差异化 → 只能靠价格竞争 → 行业整体不赚钱（如航空、光伏）
- 有差异化但不持久 → 短期赚钱但很快被复制 → 不是真正的护城河
- 有持久差异化 → 可以持续提价 → 好的商业模式
快速验证法：看这家公司过去几年能不能持续涨价而客户不跑。能涨价=有护城河。成本优势不是可持续的护城河——低价谁都能做，但能涨价需要消费者不可替代的认可。
行业差异化的光谱：差异化极小（航空、光伏、大宗商品）→ 差异化中等（智能手机、汽车）→ 差异化很大（白酒、奢侈品、苹果生态）。差异化越大的行业越容易出好公司。
A1 — 书中的应用 (Past Application)
案例 1: 航空业——差异化极小的反面教材
- 问题: 为什么巴菲特说"如果有一个富有远见的资本家在场，他会把所有飞机打下来"？
- 方法论的使用: 航空业的差异化极小——消费者选择航班的核心诉求是从A到B的成本最低，没有品牌忠诚度
- 结论: 差异化小→护城河浅→没有定价能力→长期不赚钱
- 结果: 自人类首次飞行以来，航空公司股东的累计回报为负值
案例 2: 茅台——差异化和定价能力的正面案例
- 问题: 茅台的商业模式为什么好？
- 方法论的使用: 巨大的感知和口味差异化（白酒没有人因为便宜5%就换品牌），而且库存会增值而非贬值
- 结论: 差异化大→护城河深→持续提价能力→极好的商业模式
- 结果: 茅台多年持续提价而销量不减，库存越久越值钱
案例 3: 苹果——差异化的终极形态
- 问题: 苹果为什么比其他手机公司赚钱多得多？
- 方法论的使用: 苹果的差异化不仅是硬件，而是整个生态系统（iOS+iCloud+App Store）的锁定效应——用户转换成本极高
- 结论: 生态系统级别的差异化是最深的护城河
- 结果: 苹果占智能手机行业利润的绝大部分
A2 — 触发场景 (Future Trigger) ★
用户会在什么情境下需要这个 skill?
- 用户在考虑是否进入某个行业或做某个生意
- 用户在评估一家公司是否值得投资（买股票或收购）
- 用户在分析竞争对手为什么比自己赚钱
- 用户的产品利润率低，想知道根本原因
- 用户在判断一个行业是"好行业"还是"苦行业"
语言信号 (用户的话里出现这些就应激活)
- "这个生意/行业值得做吗"
- "为什么XX行业那么苦/不赚钱"
- "这家公司有护城河吗"
- "我们的利润率为什么这么低"
- "为什么苹果/茅台那么赚钱"
- "好生意的标准是什么"
与相邻 skill 的区分
- 与
right-business-people-price的区别: right-business-people-price 是投资三要素的总纲（告诉你看什么维度），本 skill 是 Right Business 维度的深入展开（教你具体怎么分析商业模式） - 与
profit-above-pursuit的区别: profit-above-pursuit 诊断企业文化（人的因素），本 skill 分析商业模式（生意的因素）
E — 可执行步骤 (Execution)
-
识别差异化
- 完成标准: 列出该行业/公司产品的所有差异化点，标注每个差异化点是"用户可感知"还是"表面不同"
- 判断: 如果找不到任何用户真正需要但对手无法满足的点 → 差异化极小 → 大概率不是好商业模式
-
评估差异化的可持续性
- 完成标准: 对每个差异化点问"对手能在1-3年内复制吗？"
- 判停条件: 如果所有差异化都能被快速复制 → 不是护城河 → 不值得长期投入
-
测试定价能力（护城河验证）
- 完成标准: 回答"如果涨价10-20%，客户会跑吗？为什么跑或不跑？"
- 关键信号: 能涨价而不流失客户 = 有护城河；成本优势不是可持续护城河
What ships with it
1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 11d ago First seen · 150 lines · 125 tokens per session scan A fa95ffe0dd55
business-model-evaluator is a skill published in the GitHub repository kangarooking/duan-yongping-skill (48 stars, last pushed 4mo ago), licensed MIT. It adds 125 tokens to every session and 2,166 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
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