Research tooling№ 006
Market Analysis Skill (Investor Radar)
Can you read what investors are writing systematically enough to spot a thesis before it becomes consensus?
ICP (who exactly has this problem)
Solo founders and studio operators evaluating ideas across markets. Specifically: someone running an idea-to-build pipeline who wants to act on emerging opportunities before they get crowded.
Alternatives (how people solve this today)
- Manually reading newsletters, Twitter, substack
- One-off ChatGPT/Perplexity queries (inconsistent, not persistent)
- Paid research tools (not personalized, not integrated into workflow)
GTM angle
Personal productivity skill — built for this studio. Could be generalized and open-sourced as a Claude Code skill.
Riskiest assumption
Investor public writing is a reliable leading indicator of where capital will flow — not just confirmation of what's already priced in.
Open questions
- How often should this run to be useful without being noisy?
- Should it be extended to track founder writing (not just investors)?
- Can it be connected to the idea inbox to auto-create one-pagers when new categories emerge?