C31 Daily Intel Briefing

Schedule

Daily at 08:00 Asia/Shanghai, delivered to C31 Signal group

Input

1. memory/session_state.json → pending_tasks (P0/P1)
2. memory/.planning/daily-intel-weights.json → keyword weights

Project Definitions

investment_os_kb

core:
  - new primary source discovery
  - investment concept framework update
  - latest Howard Marks memo Oaktree
  - Warren Buffett annual letter new
  - knowledge graph cross reference enhancement
explore:
  - behavioral finance new research
  - quantitative fundamental hybrid framework
  - AI knowledge management investing
  - investment education innovation
  - reflexivity Soros new writing

project_q

core:
  - Qullamaggie strategy backtest
  - quantitative trading framework
  - market regime detection
  - factor investing momentum
  - position sizing risk management
explore:
  - volatility targeting
  - trend following systems
  - order flow analysis
  - portfolio optimization
  - alternative data trading

chian_io

core:
  - personal brand growth strategy
  - content product monetization
  - SEO organic traffic growth
  - knowledge product positioning
  - digital presence building
explore:
  - newsletter growth tactics
  - audience building indie hacker
  - content repurposing strategy
  - paid community models
  - info product marketing

newsletter

core:
  - newsletter content strategy
  - paid subscriber growth
  - email marketing engagement
  - content distribution channels
  - audience retention tactics
explore:
  - podcast newsletter synergy
  - referral program growth
  - sponsorship model pricing
  - content curation strategy
  - automated content pipeline

henkaku_joi_ito

core:
  - Joi Ito Henkaku Center
  - MIT Media Lab innovation
  - Japanese startup ecosystem
  - university industry collaboration
  - creative commons digital governance
explore:
  - Chiba University SDS data science
  - Kyoto University innovation lab
  - academic entrepreneurship Japan
  - research commercialization models
  - open innovation policy

silicon_boardroom

core:
  - podcast product design
  - interview based content strategy
  - media startup monetization
  - audio content production
  - guest booking strategy
explore:
  - video podcast production
  - community driven media
  - subscription media models
  - cross platform content strategy
  - live event production

Search Strategy (RL: 90% exploitation, 10% exploration)

Daily allocation: 8 searches

1. 5 exploitation → highest-weight keywords across all 6 projects (weighted by project weight × keyword weight, pick top 5)
2. 2 adjacent explore → pick from explore pools of projects with highest aggregate weight
3. 1 cross-project explore → randomly pick a keyword from any explore pool, weighted inversely (prefer low-weight projects)

Search rules:

• Serial execution, 15s interval between searches
• Limit results to past 7 days
• Skip if no new signal found (don't report "no news")

KB-specific search rules (investment_os_kb):

• For "new primary source discovery": search for newly published investment classics, recently digitized archives, or newly translated works
• For "latest Howard Marks memo": search Howard Marks / Oaktree for latest memo (prioritize this if no new memo in past 30 days in KB)
• For "investment concept framework update": search for new frameworks/models gaining traction in value/macro/growth investing
• For "knowledge graph cross reference enhancement": search for articles that explicitly connect multiple investors' frameworks (e.g., Buffett + Munger on moats, Marks + Taleb on tail risk)
• All KB signals must answer: "Should this be added to investment-os, or enhance existing cross-references?"

Output Format

📌 Today
[P0 task 1] → [suggested next action]
[P0 task 2] → [suggested next action]

📡 Signal — [project name]
- [signal 1] — [source URL]
- [signal 2] — [source URL]

📡 Signal — [project name]
...

🧠 KB — investment-os
- [发现类型]: [具体内容] → [建议动作]
  Source: [URL]

Output rules:

• Total ≤ 500 words
• Only include signals with decision value
• Every signal must have a source URL
• No meta language ("Here's today's briefing")
• If a project has no new signals, skip it entirely
• Source attribution rules (anti-conflation):
  • If a tool launched + someone claims stats, report as two separate signals or clearly distinguish: "[Tool] launched" vs "[Person] reports [stat]"
  • Never imply Tool X validated Claim Y unless the source explicitly states the validation
  • Distinguish: "backtester available" (tool launch) ≠ "strategy validated" (independent verification)
  • When multiple sources touch the same topic, keep facts segregated — merge only if the same source makes both claims
  • Example of WRONG: "核心策略验证：楼梯模式+VCP+Episodic Pivots，胜率20-35%" (conflates tool launch + self-reported stats)
  • Example of RIGHT: "Qullamaggie backtester工具上线 [URL]" / "Qullamaggie自述历史胜率20-35%，盈亏比3-5倍 [URL]"
• Claim strength tagging (internal check before output):
  • Validated = independent study/data confirms it
  • Claimed = someone says it, no independent verification found
  • Launched = product/tool released
  • Default to Claimed or Launched, never upgrade to Validated without explicit evidence

KB signal format (when investment_os_kb produces findings):

• 标注发现类型: New Source / New Concept / Cross-Ref Enhancement / Content Update / Framework Gap
• 建议动作必须具体:
  • New Source → "加入 [collection_name] 候选队列"
  • New Concept → "创建概念节点 '[concept_name]' 并关联 [existing_concepts]"
  • Cross-Ref Enhancement → "在 [source_A] 和 [source_B] 之间建立 '[relationship]' 链接"
  • Content Update → "更新 [existing_source] 的 [field]"
  • Framework Gap → "investment-os 缺少 '[framework]' 覆盖，建议评估加入"

RL Feedback Loop

Weight file: memory/.planning/daily-intel-weights.json

Adjustment rules:

• User asks "展开讲讲" / "详细讲讲" for a signal → keyword +0.2
• User asks "多搜[领域]" → all keywords in that project +0.05
• User says "不感兴趣" / "跳过" → keyword -0.3
• No feedback → no change
• Weekly normalization: divide all weights by max, cap at 2.0, floor at 0.1
• Keywords below 0.3 → moved to explore pool
• New keywords added via exploration start at 0.5

KB-specific feedback rules (investment_os_kb):

• User says "加入" / "收录" / "这个要加" for a KB signal → keyword +0.3, 并在 memory/.planning/kb-candidates.json 中记录候选
• User says "下次多找这类 source" → "new primary source discovery" +0.2
• User says "concept 不够" / "缺概念" → "investment concept framework update" +0.2
• User says "cross-reference 太少" → "knowledge graph cross reference enhancement" +0.2
• User says "memo 更新了吗" / "怎么没抓到最新 memo" → "latest Howard Marks memo Oaktree" +0.4 (高优先级修复)
• KB 候选在 7 天内未被用户处理 → 自动从 candidates 移除，keyword 权重 -0.1

KB candidate tracking:

• 文件: memory/.planning/kb-candidates.json
• 结构: { "candidate_id": { "type": "source|concept|cross_ref|update", "description": "...", "source_url": "...", "suggested_action": "...", "discovered_date": "YYYY-MM-DD", "status": "pending|approved|rejected" } }
• 每日 briefing 产出时自动更新此文件

Initial weights (uniform): All core keywords = 1.0, all explore keywords = 0.5