In-Depth Research with Horizontal-Vertical Analysis
Methodology Origin
The Horizontal-Vertical Analysis was proposed by digital life Khazix, integrating core ideas from Saussure's diachronic-synchronic analysis in linguistics, longitudinal-cross-sectional research design in social sciences, business school case study methods, and competitive strategy analysis. It forms a universal research framework applicable to products/companies/concepts/people. The core principle remains unchanged: pursue temporal depth in vertical analysis, pursue concurrent breadth in horizontal analysis, and finally converge to form judgments.
You are conducting an in-depth research using the Horizontal-Vertical Analysis. The final output will be a beautifully formatted PDF research report.
Preparations
Environment Preparation
- Confirm PDF conversion script is available: This Skill comes with (based on WeasyPrint), which is used to convert the final Markdown report into a beautifully formatted PDF. Ensure dependencies are installed:
pip install weasyprint markdown --break-system-packages
.
- Writing Style: This Skill has a built-in complete writing style guide (see the "Writing Style" section below), no need to load additional skills.
Clarify Research Object
After receiving the user's input, confirm the following information. If the user has provided sufficient clarity (e.g., "Help me research Hermes Agent using Horizontal-Vertical Analysis"), no need to ask further questions and start directly:
- Research Object: Specific product name/company name/concept name/person name
- Type: Product, company, concept, person, or other?
- Research Motivation (optional): Why research it? What recent events have occurred?
- Special Focus Areas (optional): Are there any specific directions to delve into?
Step 1: Online Information Collection
The quality of this methodology entirely depends on the richness and accuracy of information. Must conduct online searches, cannot rely solely on existing knowledge. The value of the research report lies in its depth and completeness, so during the information collection phase, search as much as possible. Do not settle for insufficient information that leads to superficial analysis later.
Parallel Search Strategy
Use sub-Agents for parallel searches to improve efficiency. Recommended division of tasks:
- Sub-Agent 1 — Vertical Information: Research the origin of the object, background of the founders, development history, key events, version iterations, financing, strategic shifts, and crises
- Sub-Agent 2 — Horizontal Information: Identify competitors, characteristics and user reputation of each competitor, industry comparative reviews, market share
- Sub-Agent 3 (only for complex objects): Supplementary information, such as in-depth background of founders, changes in industry environment, user community discussions (GitHub issues, Reddit, Twitter/X, Zhihu, etc.)
Sub-Agent Online Tool Usage Guide (directly write into each sub-Agent's prompt):
Each sub-Agent's prompt must include the following online guidelines:
You need to obtain information online. Use the following tools:
- WebSearch: Used to discover information sources and obtain summary and keyword results
- WebFetch: Used to extract content from specific URLs when the URL is known
- If the web-access skill is installed in the user's environment (check if
/mnt/.claude/skills/web-access/SKILL.md
exists), prioritize loading it and following its guidelines, as it provides stronger browser CDP capabilities
- Search strategy: First use WebSearch to discover information sources and clues, then use WebFetch for in-depth extraction after finding specific URLs
- Search multiple times with combinations of keywords, do not give up after just one search
- Primary sources are better than secondary sources: Official blog > Original reports from authoritative media > Reproduction/aggregation
- Must check arxiv for academic research objects: If the research object involves academic concepts, algorithms, AI models, technical paradigms, etc., must obtain relevant papers through the arxiv API. Call method:
curl -s "https://export.arxiv.org/api/query?search_query=all:keyword1+AND+all:keyword2&max_results=10"
, or access the same URL using WebFetch. Returns XML format, including title, author, abstract, publication date, PDF link. Adjust keyword combinations and result quantity as needed. After finding key papers, use WebFetch to read the paper page (https://arxiv.org/abs/paper-ID
) to get more details.
The prompt should describe the goal ("obtain" "research" "understand"), do not use verbs that imply specific methods ("search" "crawl"), allow the sub-Agent to independently determine the best way to obtain information.
Information Source Priority
Primary sources are better than secondary sources. Multiple media citing the same error can create an illusion of circular confirmation:
| Information Type | Primary Sources |
|---|
| Product updates/technical decisions | Official blog, GitHub Release Notes, founder's tweets |
| Financing/business data | Company official announcements, SEC/industrial and commercial documents |
| User reputation | GitHub Issues, Reddit discussions, Twitter/X, Zhihu posts |
| Industry analysis | Original reports from authoritative media (non-reprinted) |
| Academic/technical principles | arXiv papers (export.arxiv.org/api/query
), Google Scholar, academic conference proceedings |
Information Sufficiency Self-Check
After completing the search, check:
- Vertical: Can you tell a complete story? Are there obvious information gaps?
- Horizontal: Is the competitor list complete? Have major players been missed? Is there enough information about each competitor for comparison?
- Sources: Are key facts supported by reliable sources? Are there any judgments based solely on a single source?
If information is insufficient, search again. Do not make do with what you have.
Step 2: Vertical Analysis (Diachronic / Longitudinal)
Follow the timeline to fully restore the complete development of the research object from its birth to the present. This is the main part of the report and should have the longest length.
Content Requirements
Origin Tracing: What was the background of its birth? What technology/concept/need was it based on? Who was the founding team or core promoter? What did these people do before, and why were they the ones to do this? What was the industry environment like at that time? Was there a key event or inspiration that directly led to its birth?
Birth Node: Clear time of first release/establishment/proposal, initial form and positioning, and how it differs from the present.
Evolution Process: From birth to the present, sort out all key nodes in chronological order. Including but not limited to: major version updates, financing events, team changes, strategic transformations, technical architecture changes, user scale milestones, major collaborations or acquisitions, public relations crises or controversial events.
Decision Logic: At each key node, try to restore the reasons behind the decisions as much as possible. Why choose A instead of B? What constraints were faced at that time? Which early decisions "locked" the subsequent development direction and are difficult to reverse? What mechanisms made it develop further (network effects, ecosystem binding, technology stack selection, etc.)?
Stage Division: Naturally divide the entire process into several stages (萌芽期, rapid growth period, transformation period, etc.), each with core characteristics and core contradictions.
Length
6,000-15,000 words. Objects with longer history and more nodes are closer to the upper limit, while new things are closer to the lower limit. The core principle is to tell the story completely and thoroughly, with each key node worthy of expansion. Do not skip important details to compress the length. It is better to write long and detailed than to scratch the surface.
Step 3: Horizontal Analysis (Synchronic / Cross-sectional)
Take the current time point as a cross-section, and conduct a comprehensive comparison between the research object and competitors/peers in the same track.
First Judge Competitor Situation
Handle in three scenarios:
Scenario A: No direct competitors. If the research object is a new category or in a highly exclusive field, skip the one-by-one comparison. Instead, analyze: Why are there no competitors? Is the category too new, barriers too high, or the market too small? Which direction is most likely to produce competitors in the future? Are there any indirect alternatives or previous generation solutions that can be used as references?
Scenario B: A small number of competitors (1-2). Conduct in-depth comparisons one by one, with detailed analysis of each competitor.
Scenario C: Sufficient competitors (3 or more). Select 3-5 most representative ones for comparison, and briefly mention the rest.
Comparison Dimensions
Adjust flexibly according to the type of research object, but at least cover the following aspects:
Core Difference Comparison: Technical route/core methodology/underlying logic, product form/business model/organizational structure, target users/audiences/application scenarios, core advantages and obvious shortcomings, pricing strategy/resource input/scale volume.
User Perspective: What is the real user reputation of each competitor? What are the most mentioned advantages and complaints in community evaluations and user experiences? Is there a deviation between the actual usage of users and the official positioning? Do not write the comparison as a text version of a parameter table; instead, clearly explain what each competitor "has become" and the real reasons why users choose it.
Niche Analysis: What position does the research object occupy in the entire track map? Does it fill a gap, or is it competing directly with someone? Is the current pattern a hundred flowers blooming, a two-horse race, or a monopoly?
Trend Judgment: Based on the horizontal comparison, what is the trend of the research object in the competitive landscape? What are the opportunities and risks?
Length
3,000-10,000 words. Scenario A should be controlled at around 3,000 words, and each major competitor in Scenario C should have at least 1,500 words of independent analysis, not just a passing mention.
Step 4: Horizontal-Vertical Intersection Insights
This is the essence of the entire report. Combine the vertical development context and horizontal competitive landscape to provide comprehensive and new judgments. Do not write it as an abbreviation of the previous content.
Core questions to answer:
- How history shaped the current competitive position: Which decisions and events in the vertical history determined its current position in the horizontal comparison?
- Vertical comparison of competitors: If major competitors are also placed on the timeline, what are the differences in their origins and evolution paths? How did these differences lead to their respective characteristics today?
- Historical roots of advantages: Can each core advantage today be traced back to a specific node or decision in history?
- Historical roots of disadvantages: Can each core disadvantage today be traced back to a historical decision? Did any "good decisions" in the past become burdens today?
- Future deduction: Based on vertical trends and horizontal competitive landscape, propose three scenarios—the most likely, the most dangerous, and the most optimistic—each with logical support.
Length
1,500-3,000 words.
Writing Style
This is not a cold consulting report, but an in-depth research that people can read from start to finish. The writing style needs to find a balance between "the rigor of a research report" and "Khazix's readability".
Core Elements Borrowed from Khazix's Writing Style
The following style elements are directly applied to report writing (refer to the khazix-writer skill for detailed definitions):
Rhythm: Sentences vary in length, and transitions between paragraphs are natural. Do not make every paragraph the same length; the technique of using a single sentence as a paragraph to create a sense of weight can be used. Good rhythm is like a wave, deviating a little from the main line each time, then pulling back with a "main line hook sentence".
Narrative-driven, not list-driven: The vertical section should have a story arc with beginning, development, turning point, and conclusion. For example, why did a product suddenly explode at a certain time point, what was the foreshadowing behind it, and what was the turning point. Do not write it as a chronological list like "Released A in January 2023, released B in March 2023".
Knowledge is "pulled out casually while chatting": Naturally bring out background knowledge during the narration, do not say "Now I will popularize this for everyone".
Dare to make judgments: Encourage putting forward views and insights, but each view must be supported by facts. Present facts first, then give judgments. Clearly mark if it is a speculation. When expressing judgments, use an attitude that acknowledges subjectivity like "I think" "My judgment is" instead of condescending conclusions.
Layered rhetoric: Do not directly state the conclusion; use the structure of "phenomenon → surface explanation → deeper questioning → core insight" to expand. Let readers participate in the thinking process.
Cultural elevation: In the intersection insights section, connect to larger cultural/philosophical/historical references. It is not a forced sublimation, but a feeling of "naturally thinking of this while chatting".
Circular echo: Details and hooks buried in the beginning or vertical section are callback in the intersection insights or ending. The sense of closure of cause and effect before and after is the key to turning the report from "information flow" into a "work".
Elements Not Borrowed from Khazix's Writing Style
The following elements are suitable for official account articles but not for research reports, and need to be restrained:
- Excessive colloquialism: The report can have a conversational tone, but do not fill it with phrases like "this thing" "dude" "so awesome". Occasional embellishments are acceptable, but the density should be much lower than in official account articles.
- Abandonment of subheadings: Official account articles pursue a smooth flow without subheadings. Research reports are different; without a clear structure and navigation, readers will get lost in 10,000-30,000 words. Reports need clear chapter structures.
- Punctuation restrictions can be relaxed: Official account articles prohibit colons and dashes. Research reports can use them normally because reports prioritize information transmission efficiency. However, the usage habit of "" can be retained.
- Fixed tail: Do not add the "like/follow/star" tail of official accounts.
Absolute Forbidden Zones (Still Applicable)
The following AI-style markers should be avoided regardless of the genre:
- Clichés: "First... Second... Finally", "To sum up", "It is worth noting that", "It is not difficult to find"
- Empty adjectives: "empower", "starting point", "create a closed loop"
- Textbook openings: "In the era of rapid AI development", "With the continuous progress of technology"
- High-frequency problematic words: "To put it bluntly", "What does it mean?", "This means", "Essentially", "In other words", "Undeniably"
- Vague tool names: Do not say "AI tool" "a certain model"; use specific names
- Fabricated scenarios: If certain information cannot be found, honestly mark "This information is temporarily unavailable", never fabricate it
Write in Plain Language
Avoid clichés and empty summaries from consulting firms. Replace general statements with specific details and examples. For example, instead of writing "The company achieved rapid growth in this stage", write "From $1 million ARR in mid-2024 to $1 billion ARR by the end of 2025, the growth curve was almost vertical".
Step 5: Generate PDF Report
After completing the report, use the built-in
script of this Skill to convert the Markdown into a beautifully formatted PDF.
Conversion Process
- Complete the Markdown manuscript first: Write the complete report in standard Markdown format and save it as
- Install dependencies (if not installed):
pip install weasyprint markdown --break-system-packages
- Run the conversion script:
bash
python [skill目录]/scripts/md_to_pdf.py input.md output.pdf --title "研究对象名称" --author "数字生命卡兹克"
- The script will automatically generate an intermediate HTML file (for debugging) and the final PDF
Built-in Typesetting Specifications of the Script
has a built-in complete CSS typesetting scheme, no manual adjustment required:
- Page: A4, margins 25mm top / 20mm left and right / 20mm bottom
- Cover page: Automatically generated, including title (28pt dark blue), subtitle "横纵分析法深度研究报告", author information, decorative divider
- Color scheme: H1 title=#1a5276 dark blue, H2=#1e8449 green, H3=#2e86c1 light blue, H4=#5b2c6f purple, body text=#2c3e50 dark gray
- Font: CSS fallback chain
"Droid Sans Fallback", Helvetica, Arial, sans-serif
, automatically handles mixed Chinese and English typesetting
- Body text: 10.5pt, line spacing 1.75, justified, orphan/widow control
- Quote block: 3pt dark blue left vertical line + light gray background
- Table: Full width, dark blue header with white text, zebra stripe rows
- Header: "Report Title | 横纵分析法深度研究报告" (not displayed on the first page)
- Footer: "Page X" (not displayed on the first page)
- The first H1 in Markdown will be automatically extracted as the cover title and will not appear repeatedly in the main text
Markdown Writing Notes
To ensure the script parses correctly and generates the best PDF effect:
- Use as the report title on the first line (will be automatically used for the cover)
- Immediately after the title, you can write meta-information lines in the format
> 研究时间:... | 所属领域:... | 研究对象类型:...
, which will be extracted to the cover
- Use as the main chapter title (Vertical Analysis, Horizontal Analysis, Horizontal-Vertical Intersection, etc.)
- Use and as sub-chapters
- Use standard Markdown table syntax for tables
- Use syntax for quotes
- Use for bold
End Content
Add the following at the end of the Markdown manuscript:
- Information Sources: List of all cited sources, marked with URL and access time
- Methodology Description: Briefly explain the origin of the Horizontal-Vertical Analysis (1-2 sentences are sufficient)
Report Structure Template
封面页
目录
一、一句话定义
[用一句话说清楚这个东西是什么]
二、纵向分析:从诞生到当下
[完整的纵向叙事,6000-15000字]
三、横向分析:竞争图谱
[横向对比分析,3000-10000字]
四、横纵交汇洞察
[交叉分析和未来推演,1500-3000字]
五、信息来源
[所有引用的来源列表]
File Naming and Delivery
Name the PDF file
and save it to the user's working directory.
Adaptation for Different Types of Research Objects
The core principle remains unchanged (pursue temporal depth in vertical analysis, pursue concurrent breadth in horizontal analysis), but the focus differs:
When researching products: Focus on version iterations, technical route evolution, user growth curves, and key product decisions in the vertical axis; focus on function comparison, performance comparison, user experience, and pricing in the horizontal axis.
When researching companies: Focus on founding team, financing history, strategic shifts, organizational changes, and key personnel changes in the vertical axis; focus on business model differences, market share, revenue comparison, and organizational structure differences in the horizontal axis.
When researching concepts (technical paradigms, business models, cultural phenomena): Focus on the origin of the concept (who proposed it, what theory/need it was based on), how it became popular, and the debates and evolutions it experienced in the vertical axis; focus on differences from similar concepts, respective application scenarios, and arguments from different camps in the horizontal axis.
When researching people: Focus on personal experience, career trajectory, key decisions, growth curve, and changes in public statements in the vertical axis; focus on comparisons with other people in the same field (differences in working methods, style, achievements, influence, and route choices) in the horizontal axis.
Overall Length Overview
| Section | Word Count Range | Description |
|---|
| Vertical Analysis | 6,000 - 15,000 words | Main body of the report, do not scratch the surface |
| Horizontal Analysis | 3,000 - 10,000 words | Adjust according to the number of competitors |
| Horizontal-Vertical Intersection | 1,500 - 3,000 words | Essence section, provide new judgments |
| Total Full Text | 10,000 - 30,000 words | Do not fear length; depth and completeness are the key values |
Quality Inspection Checklist
Self-check before delivery: