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Carson Block · research-note

GSX Techedu (GSX)

25 pages · 3 arc beats · 1 loops

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GSX Techedu (GSX)

Carson Block · 2020-05
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Agitate (Make it worse) 6 slides 100% 6/6 slides 100% 6/6 slides · 46 hits
— 0/6 slides
83.3% 5/6 slides · 6 hits
— 0/6 slides
100% 6/6 slides 100% 6/6 slides Solution (Provide relief) 15 slides 100% 15/15 slides 100% 15/15 slides · 85 hits
— 0/15 slides
26.7% 4/15 slides 6.7% 1/15 slides 100% 15/15 slides 100% 15/15 slides

Slide inventory

25
every slide · same image gating as the playbook
01
Slide 1
Page 1 of 25other
Open slide detail
02
The slide uses a pie chart to visualize the alleged bot prevalence, supporting a short thesis.diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
03
The slide functions as a short-seller research note exposing alleged fraud.expose_contradiction
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
04
The slide serves as a transition or supporting text page, referencing an appendix and introducing a classification of bot behaviors.diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
05
The slide defines 'Precise Joiners' as users joining at the exact same second on the same day of different weeks.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
06
Includes a footnote regarding the definition of 'same moment' and a summary table of linked users.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
07
The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
08
Includes a scatter plot visualization of user join times relative to class start time, with specific callouts for burst events.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
09
The slide discusses methodology for identifying bots based on 'Precise Joiners', 'Burst' patterns, and 'GSX IP' addresses.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
11
The slide presents a Q&A transcript between an interviewer and a former manager, alleging that GSX has operated a bot farm since 2015 to simulate student activiexpose_contradiction
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
12
The text describes a 'wash trading' or 'round-tripping' scheme where ad spend is converted into fake revenue via bot accounts.expose_contradiction
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
13
Includes a description of a 'brushing' model involving round-tripping RMB 1,000,000 for ad placements.other
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
14
Includes footnotes 8-11 and a table summarizing user distribution.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
15
Document appears to be a standard legal disclosure or registration form for a security interest.appendix
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
16
Document appears to be a page from a legal charge or security agreement prepared by Walkers.other
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
17
The slide provides a step-by-step guide for data extraction from the platform.appendix
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
18
The slide uses a screenshot of Chrome DevTools with red annotations to guide the user through a technical process.plan_implementation
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
19
The slide contains a screenshot of Chrome DevTools and text instructions for reverse engineering video playback data.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
20
This slide describes a technical investigation process involving data scraping and analysis of JSON files.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
21
appendix
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
22
The slide provides a technical walkthrough for data scraping/extraction.plan_implementation
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
23
Includes a screenshot of browser developer tools showing a JSON response mapping a teacher's profile to a specific User Number.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
24
The slide provides evidence of identity verification by cross-referencing user IDs, IP addresses, and avatar URLs against public teacher profiles.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain
25
This slide provides empirical evidence to support the classification of 'Type 0' users as students.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Logic Chain