| name | founders-fund-contrarian |
| description | 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. |
| invest | ./invest.md |
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.
