supply-demand-balance

supply-demand-balance is a skill for Claude Code, Codex from RefoundAI/lenny-skills. It costs 33 tokens per session (1,677 once invoked), scanned A, original, MIT.

A guide to balancing supply and demand in a marketplace, where one group provides something and another group wants it.

In plain words
What is it for?
Use it to analyse transaction data, choose acquisition channels, set supply targets, and decide which side to prioritise.
Why use it?
It helps identify which side is limiting growth and addresses the marketplace’s chicken-and-egg problem.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to analyse transaction data, choose acquisition channels, set supply targets, and decide which side to prioritise.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/refoundai/lenny-skills/supply-demand-balance
About the project

Lenny Skills is a collection of product-management and engineering workflows for Claude Code and other AI agents, covering areas such as strategy, research, planning, shipping, growth, and hiring. Each skill gives an agent specialized guidance, frameworks, checklists, or templates for product work, and the catalogue contains many of these skills.

RefoundAI/lenny-skills · 1,321 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add RefoundAI/lenny-skills --skill supply-demand-balance
Clone the repo
git clone --depth 1 https://github.com/RefoundAI/lenny-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for supply-demand-balance

README.md
[![agentmods](https://agentmods.dev/badge/skills/refoundai/lenny-skills/supply-demand-balance/github.svg)](https://agentmods.dev/skills/refoundai/lenny-skills/supply-demand-balance)
Your own site
<a href="https://agentmods.dev/skills/refoundai/lenny-skills/supply-demand-balance"><img src="https://agentmods.dev/badge/skills/refoundai/lenny-skills/supply-demand-balance/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for supply-demand-balance

Your own site · 80×15
<a href="https://agentmods.dev/skills/refoundai/lenny-skills/supply-demand-balance"><img src="https://agentmods.dev/badge/skills/refoundai/lenny-skills/supply-demand-balance.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 33 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,677 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to high

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • high YARA Match · line 3
    YARA rule matched a hack tool or exploit indicator (offensive tools, reconnaissance, privilege escalation, or exploit frameworks).
    Fix: Remove offensive tool references and exploit code. Legitimate agent skills should not contain penetration testing tools, exploit frameworks, or reconnaissance utilities.
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00033 $0.01677
Opus 5 $0.00016 $0.00839
Sonnet 5 $0.00007 $0.00335
Haiku 4.5 $0.00003 $0.00168

Measured 8d ago against content hash 93025a7a55db, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

supply-demand-balance scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

skills/supply-demand-balance/SKILL.md · 88 lines

How it starts

The opening of the file, as written. The whole thing — 88 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Supply Demand Balance

Master marketplace liquidity by identifying bottlenecks and strategically scaling the harder side of the market.

Help the user with supply demand balance using insights from 6 guests and posts across Lenny's Podcast and Newsletter.

How to Help

  1. Diagnose constraints - Analyze transaction data to determine if supply or demand is the primary factor limiting your current growth.
  2. Select acquisition levers - Evaluate and prioritize the top two or three channels most likely to successfully bootstrap your initial supply side.
  3. Define density targets - Establish clear thresholds for supply variety and volume needed to keep the demand side engaged.
  4. Resolve trade-offs - Use guiding principles to navigate conflict between supply and demand needs during product prioritization.

Core Principles

Concentrate resources on supply first

From "How to Kickstart and Scale a Marketplace Business – Part 2: Cracking the Chicken-and-Egg Problem 🐣 - Supply vs. Demand": "The lesson we took away from this was that all that matters is supply. So we decided to focus on that above all else. We postponed building brand and delightful product until we had liquidity. Dozens of other startups took another direction. Case after case, it proved a mistake."

Achieve early liquidity by focusing nearly all resources on growing supply before investing heavily in brand building or product polish.

Pinpoint the primary bottleneck

From "How To Know If You're Supply or Demand Constrained 🤹‍♂️ - Phase 2 of Kickstarting and Scaling a Marketplace Business": "It simply means that your biggest constraint to driving additional transactions is a lack of supply (e.g. Airbnb Homes, Uber drivers) or a lack of demand (e.g. Rover dog owners, TaskRabbit customers). In theory, you always want more of both, but in many cases adding more of one side doesn’t actually lead to growth. Your resources are better spent elsewhere."

Growth depends on identifying which side of the marketplace is currently limiting transactions so you do not waste resources on the side that is already ready.

Read the full file on GitHub · 88 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 88 lines · 33 tokens per session scan A 93025a7a55db

Subscribe to this mod's changes

supply-demand-balance is a skill published in the GitHub repository RefoundAI/lenny-skills (1,321 stars, last pushed 1mo ago), licensed MIT. It adds 33 tokens to every session and 1,677 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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