Marketing
- Published the week-of-September 5 Fund Update on the site and announced it on X. Week regime path stayed Risk-on (R+) for the weekly proof, with a midweek Neutral dip on the day path. Coverage spans five public micro books: Guru Lotus base04, base05, and base06, plus Lagoon lg-base01 and lg-base02. The update records 40 council sessions with 27 executed across the specialized sleeve playbooks. Screens still stop at ideas.
- Spent meaningful time on Year 2 company strategy and positioning after #1YearOfMESSY, sharpening how Messy frames a glass-box AI fund workflow with council-to-execution proof. That work stayed internal this week; no public pivot or product announce shipped.
Business & Operations
- Continued Virgo Alpha OS as an operator lab for screening review and paper recommendations. Made Ideal rating the cross-fund score source of truth, elevated Verify Screen Lab into a champion-vs-challengers first viewport, and made shootout ranks scannable with Extra vs Messy utility ranks and clearer no-edge mornings.
- Added Everything mode with Run until better (and Cancel), sticky Ideal, Challengers fill-first, and quieter compute progress so operators can widen a search without losing the guided Today shell.
- Kept Backtest responsive with hold-path freeze during Ideal Calculating, and added Thesis Library morning-hit preview so draft screens can be judged before promote.
Product Development
- Council and screening kept running across all five public micro books. The Fund Update records 40 council sessions this week with aggregate screening on the specialized sleeve playbooks. Screens still stop at ideas.
- Hardened council planning toward the solved transfer: soft posture and a NAV-scaled materiality floor warn instead of failing thin deviations, inspector overview states decided actions, and session reconciliation overlaps freshness so executed books stay honest.
- Lagoon: Safe-curated packages can move as one signature, required exits get review before autonomous approval, wei-dust balances are derecognized at sync, and failing tax or slack legs can be declared then dropped instead of blocking the whole package.
- Kept fund reads fast and honest: serve valuation from persisted marks rather than pricing on request, and quieted the operations sentinel so council reconciliation is easier to see.