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202 changes: 202 additions & 0 deletions dot_claude/skills/trend-arbitrage/SKILL.md
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---
name: trend-arbitrage
description: |
End-to-end workflow for finding content, app, service, or product opportunities
where search demand is high but quality supply is low (trend arbitrage).
Use when: finding content gaps, keyword opportunities, niche research,
analyzing whether a topic or idea is worth pursuing, or competitive gap analysis.
---

# Trend Arbitrage Skill

Find "Volume: High / Difficulty: Low" gaps in any market and turn them into
actionable content or product strategies. Based on the methodology of identifying
demand-supply mismatches before competitors notice them.

## Core Concept

Trend Arbitrage = Finding topics where **search demand is growing** but **quality supply is scarce**.

Three conditions must ALL be true:
1. **Breakout** — Search volume rising sharply in recent months
2. **Information Gap** — Top results are outdated, thin, or user-generated (Q&A sites, forums)
3. **High Intent** — Searchers want to solve a problem, buy something, or learn a specific skill

## Initial Classification

Before starting any phase, use `ask_user_input` to classify the opportunity type unless
the user has already made it clear. This determines which discovery methods, validation
criteria, and strategy templates to use.

**Always ask upfront:**

1. **What type of gap are you looking for?**
- Content gap (blog, newsletter, guide, course)
- App/Tool gap (SaaS, utility, mobile app)
- Service gap (consulting, subscription service, productized service)
- Product gap (digital product, template, dataset, curated list)

2. **What market or niche?** (free text if not already specified)

3. **What's your time horizon?**
- Quick win (launch in 1-2 weeks)
- Medium play (1-3 months to build)
- Long-term bet (3-12 months, bigger moat)

The answers shape every subsequent phase — discovery sources, validation criteria,
strategy templates, and execution plans all differ by type.

## Workflow Overview

The skill operates in 4 phases. Run them sequentially or jump to any phase.

```
CLASSIFY → Phase 1: DISCOVER → Phase 2: VALIDATE → Phase 3: STRATEGIZE → Phase 4: EXECUTE
(Ask type) (Find signals) (Confirm the gap) (Design the play) (Create the plan)
```

Read `references/phases.md` for the detailed procedure of each phase.

## Phase 1: DISCOVER — Find Gap Signals

**Goal**: Generate a list of 5-10 candidate opportunities showing breakout signals.

**Inputs**: Determined by classification above. If anything is ambiguous, ask via `ask_user_input`.

**Methods by type** (use web_search for all):

### Content gaps:
1. Google Trends exploration — rising queries in the niche
2. Community pain points — Reddit, forums, Q&A sites with repeated unanswered questions
3. Supply-side audit — search results dominated by outdated/thin content

### App/Tool gaps:
1. "I wish there was an app for..." signals — Reddit, X/Twitter, Hacker News, Product Hunt comments
2. Existing tool complaints — App Store/Play Store reviews with recurring frustration patterns
3. Technology accessibility gaps — powerful tech (AI, APIs) that lacks a simple UI wrapper
4. Adjacent tool search — what tools exist in adjacent markets but not this one?

### Service gaps:
1. Hiring pain signals — "looking for [role]" posts with complaints about cost/quality/speed
2. Process pain — "how do I [task]" where answers are complex and people clearly want someone to do it for them
3. Freelancer marketplace gaps — Fiverr/Upwork categories with low ratings or sparse supply

### Product gaps:
1. Curation demand — "best [resources] for [niche]" with no definitive answer
2. Template/framework demand — "how to [process]" where a reusable template would save time
3. Data gaps — frequently asked questions requiring research that nobody has packaged

**Output**: A ranked table of candidates:

```
| # | Opportunity | Type | Signal Source | Trend Direction | Initial Assessment |
|---|-------------|------|--------------|-----------------|-------------------|
| 1 | ... | App | ... | ↑↑ Breakout | Promising |
```

## Phase 2: VALIDATE — Confirm the Gap Exists

**Goal**: For top 3 candidates from Phase 1, produce a quantified gap score.

Validation criteria shift by opportunity type:

### For Content gaps:

**Demand Score (1-5)**: Based on search volume and community interest
**Supply Score (1-5, inverted)**: Based on quality/freshness of existing content
**Intent Score (1-5)**: From casual browsing (1) to purchase-ready (5)

### For App/Tool gaps:

**Demand Score (1-5)**: Based on how many people are asking for this tool, workaround complexity
**Supply Score (1-5, inverted)**: Based on existing tools' quality, UX, and pricing gaps
**Feasibility Score (1-5)**: Can the user realistically build this? (replaces Intent for apps)

### For Service gaps:

**Demand Score (1-5)**: Based on hiring posts, freelancer marketplace activity, complaint volume
**Supply Score (1-5, inverted)**: Based on existing service providers' quality, speed, pricing
**Margin Score (1-5)**: Is the willingness-to-pay high enough for sustainable solo delivery?

### For Product gaps:

**Demand Score (1-5)**: Based on how often people search for / ask about this resource
**Supply Score (1-5, inverted)**: Does a good version of this product already exist?
**Packaging Score (1-5)**: How easily can scattered information be packaged into a sellable unit?

**Arbitrage Score** = Metric1 × Metric2 × Metric3 (max 125)

Produce a validation report. Read `references/validation-template.md` for the format.

**Thresholds**:
- Score ≥ 60: Strong GO — prioritize immediately
- Score 30-59: Conditional — worth pursuing if you have domain expertise
- Score < 30: PASS — not enough edge

## Phase 3: STRATEGIZE — Design the Play

**Goal**: For each GO topic, create a concrete strategy.

Determine the optimal **format** based on the gap type:

| Gap Type | Best Format | Example |
|----------|-------------|---------|
| No comprehensive guide exists | Long-form article/guide | "Complete Guide to X" |
| Info is scattered across forums | Curated resource list | "Internet Pipes" style |
| Existing tools are too complex | Simple tool/template | PhotoAI model |
| No localized version exists | Localized adaptation | JapanDrop-style newsletter |
| Information changes frequently | Newsletter/subscription | Milk Road model |
| People need ongoing help | Community or service | Designjoy model |

Strategy output must include:
1. **Positioning statement**: "For [audience] who [pain point], this is [format] that [unique value]"
2. **Content angle**: What specific angle differentiates from existing content
3. **Monetization path**: How this becomes revenue (ads, product, affiliate, service, subscription)
4. **Competitive moat**: Why copycats can't easily replicate (first-mover, curation quality, trust, community)
5. **Effort estimate**: Time to create MVP content/product
6. **Success metrics**: What to measure in the first 30/90 days

## Phase 4: EXECUTE — Create the Action Plan

**Goal**: Produce a concrete, time-boxed execution plan the user can start today.

Output a week-by-week plan:

**Week 1: Foundation**
- Keyword list (primary + long-tail)
- Content outline or product spec
- Distribution channel selection

**Week 2-3: Creation**
- Content/product creation milestones
- Draft → Review → Publish pipeline

**Week 4: Launch & Measure**
- Distribution plan (SEO, social, community seeding)
- Metrics tracking setup
- Iteration triggers (when to double down vs pivot)

If the user's project context is known (e.g., JapanDrop, Tuck), tailor the execution plan
to fit their existing infrastructure and tech stack.

## Usage Modes

**Quick scan**: User says "find opportunities in [niche]" → Classify, then run Phase 1 only
**Full analysis**: User says "analyze [specific topic/idea]" → Classify, then run Phase 2 + 3
**End-to-end**: User says "find and plan a new project" → Classify, then run all 4 phases
**Validation only**: User says "is [topic/app idea] worth pursuing?" → Classify, then Phase 2 only
**Recon**: User says "what gaps exist in [market]?" → Classify all 4 types, run Phase 1 across types

## Important Principles

1. **Data over intuition** — Always ground recommendations in searchable evidence, not guesses
2. **Be brutally honest** — If a gap doesn't exist or is closing fast, say so clearly
3. **Speed matters** — Trend windows close. Bias toward actionable speed over perfect analysis
4. **Localization is an edge** — For Japanese market content targeting English speakers (or vice versa), cross-language gaps are often the richest arbitrage opportunities
5. **AI content saturation** — In 2025-2026, generic AI-written content floods mid-tier keywords. Focus on gaps requiring human curation, original research, or unique perspective

## References

- `references/phases.md` — Detailed procedures for each phase
- `references/validation-template.md` — Gap validation report template
- `references/examples.md` — Real-world arbitrage case studies for pattern matching
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# Trend Arbitrage Case Studies

Reference examples for pattern matching when evaluating opportunities.
These illustrate different gap types and how they were exploited.

---

## Case 1: Steph Smith — Remote Work Content (2019)

**Gap type:** Freshness + Comprehensiveness
**Timeline:** Detected 2019, exploded 2020

**Discovery signal:**
- "Remote work" search trend showing steady upward trajectory for 18+ months
- No pandemic yet — just a gradual cultural shift

**Supply gap:**
- Existing content was shallow listicles ("10 Remote Work Tools")
- No deep content addressing emotional/psychological aspects
- Related searches revealed pain points: "remote work loneliness", "remote work career growth"

**Strategy:**
- Created deep, empathy-driven guides addressing the EMOTIONAL side of remote work
- Positioned as the human voice in a sea of tool lists
- Compiled insights into paid ebook "Doing Content Right"

**Result:**
- $130K+ in book sales from personal site alone (no Amazon)
- Built authority that led to a16z podcast host role

**Pattern to recognize:**
- Steady upward trend (not spike)
- Emotional/human angle missing from existing content
- Related searches reveal deeper unmet needs than surface query

---

## Case 2: Steph Smith — Internet Pipes (2024)

**Gap type:** Curation
**Timeline:** 2024

**Discovery signal:**
- AI flood creating "information overload" fatigue
- Growing demand for trusted, curated information sources

**Supply gap:**
- Plenty of "news" but no curated "signal vs noise" resource
- People willing to pay for someone else's filtering work

**Strategy:**
- Packaged her personal collection of high-quality RSS feeds/URLs
- Sold as a simple downloadable list
- Value = curation judgment, not original content

**Result:**
- 1,400+ copies sold

**Pattern to recognize:**
- When information overload is the problem, curation IS the product
- "Simple" products can command premium prices if they save time/effort
- Personal taste and judgment as a moat

---

## Case 3: Milk Road — Crypto Newsletter (2022)

**Gap type:** Format/Accessibility
**Timeline:** 10 months to acquisition

**Discovery signal:**
- Crypto market booming, massive search/interest volume
- Existing crypto content was dense, jargon-heavy, intimidating

**Supply gap:**
- NO entertaining, beginner-friendly daily crypto news
- Gap was in FORMAT, not in topic coverage

**Strategy:**
- "5-minute daily crypto newsletter you actually enjoy reading"
- Humor + simplicity in an overly serious market
- Email format = owned audience (not algorithm dependent)

**Result:**
- 250K+ subscribers in 10 months
- Acquired for 8-figure sum

**Pattern to recognize:**
- The gap can be in FORMAT, not topic
- Sometimes a saturated topic has a massive accessibility gap
- Newsletter format enables rapid audience building + high acquisition value

---

## Case 4: Pieter Levels — PhotoAI (2023)

**Gap type:** Tool/Usability
**Timeline:** Early mover in AI photo generation

**Discovery signal:**
- Stable Diffusion launched, massive interest in AI image generation
- Technical barrier to entry was extremely high for average users

**Supply gap:**
- AI image generation tools required technical setup (Python, command line, GPUs)
- No "upload and get results" simple tool existed

**Strategy:**
- Built simplest possible UI: upload photos → get AI-generated professional photos
- Targeted clear use case: professional headshots, dating profile photos
- Zero marketing budget — product-led growth via social sharing

**Result:**
- $132K MRR (Monthly Recurring Revenue)
- Solo founder, no employees

**Pattern to recognize:**
- When new technology is powerful but inaccessible → usability wrapper opportunity
- First to simplify wins, even if the underlying tech is open source
- Specific use case > general tool

---

## Case 5: Designjoy — Design Subscription (2022)

**Gap type:** Service model (process pain)
**Timeline:** Grew to $1M ARR as solo founder

**Discovery signal:**
- "Hire designer" and "design agency" searches showing frustration signals
- Community complaints about slow agencies, unreliable freelancers, expensive firms

**Supply gap:**
- Not a content gap — a SERVICE DELIVERY gap
- Existing options: expensive agencies (slow), freelancers (unreliable), cheap marketplaces (low quality)
- Nobody offered: fixed price + unlimited requests + no meetings + fast delivery

**Strategy:**
- Monthly subscription for unlimited design requests
- Asynchronous communication only (no meetings)
- Solo operator keeping overhead at zero

**Result:**
- $130K monthly revenue
- Zero employees

**Pattern to recognize:**
- Arbitrage can apply to services, not just content
- "Process pain" (meetings, hiring, managing) can be bigger than "quality pain"
- Subscription model with async delivery = highly scalable for solo operators

---

## Common Patterns Across All Cases

1. **None of them competed on "quality" in a crowded space.** They found empty spaces.
2. **All of them validated demand BEFORE creating.** Data first, creation second.
3. **Speed of execution mattered more than perfection.** First mover advantage was critical.
4. **The "product" was often surprisingly simple.** URL lists, wrapper UIs, curated newsletters.
5. **Moats came from positioning and trust, not technical complexity.**
6. **Zero or minimal marketing spend.** The product-market fit did the marketing.

---

## Anti-Patterns (What NOT to Do)

1. **"I'll write better content about [saturated topic]"** — Quality alone rarely wins
2. **"Let me spend 6 months perfecting this"** — The window will close
3. **"AI can write this for me"** — If AI can easily write it, the gap will fill fast
4. **"This topic is popular so it must be good"** — Popular ≠ opportunity (check supply!)
5. **"Nobody has done this so nobody wants it"** — Could be true; validate demand first
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