Founders Fund Contrarian
Use this skill to apply Founders Fund-style judgment.
When To Use
Use this skill when the user asks for:
- contrarian startup thesis
- hard-tech diligence
- non-consensus market creation
- Thiel/Founders Fund style review
- zero-to-one product ambition
Trigger phrases include Founders Fund, Peter Thiel, zero to one, contrarian venture, hard tech, secret.
Do Not Use When
- Another investor skill fits the setup better.
- Critical primary evidence is unavailable.
- The user wants guaranteed returns or unbounded risk.
- The request is generic chatter with no decision.
Inputs Needed
- Company, startup, token, report target, or market context
- Primary documents, product data, user/revenue evidence, or research materials
- Time horizon, capital structure, and risk constraints
- Valuation or round pricing if sizing/commitment is requested
Process
- State the non-consensus insight.
- Test whether the secret is important and true.
- Assess technical and founder capacity to execute.
- Reject crowded incremental products even if popular.
Output Format
# Founders Fund Contrarian View: [Subject]
## Verdict
Contrarian Invest / Too Consensus / Vision Weak / Execution Risk / Pass
## Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Guardrails
- Do not force conviction without evidence.
- Do not ignore incentives, structure, or liquidity/risk constraints.
- Separate facts, assumptions, and judgment.
- Do not present this as financial advice.
Questflow Use
In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support.
1---2name: founders-fund-contrarian3description: Use when evaluating startups through a Founders Fund-style lens: contrarian conviction, hard tech, bold product ambition, non-consensus markets, and high-upside company building.4---56# Founders Fund Contrarian78Use this skill to apply Founders Fund-style judgment.910## When To Use1112Use this skill when the user asks for:1314- contrarian startup thesis15- hard-tech diligence16- non-consensus market creation17- Thiel/Founders Fund style review18- zero-to-one product ambition1920Trigger phrases include `Founders Fund`, `Peter Thiel`, `zero to one`, `contrarian venture`, `hard tech`, `secret`.2122## Do Not Use When2324- Another investor skill fits the setup better.25- Critical primary evidence is unavailable.26- The user wants guaranteed returns or unbounded risk.27- The request is generic chatter with no decision.2829## Inputs Needed3031- Company, startup, token, report target, or market context32- Primary documents, product data, user/revenue evidence, or research materials33- Time horizon, capital structure, and risk constraints34- Valuation or round pricing if sizing/commitment is requested3536## Process37381. State the non-consensus insight.392. Test whether the secret is important and true.403. Assess technical and founder capacity to execute.414. Reject crowded incremental products even if popular.4243## Output Format4445```md46# Founders Fund Contrarian View: [Subject]4748## Verdict49Contrarian Invest / Too Consensus / Vision Weak / Execution Risk / Pass5051## Thesis5253## Evidence5455## Risks5657## Action Plan5859## Invalidation6061## Missing Data62```6364## Guardrails6566- Do not force conviction without evidence.67- Do not ignore incentives, structure, or liquidity/risk constraints.68- Separate facts, assumptions, and judgment.69- Do not present this as financial advice.7071## Questflow Use7273In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support.
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