founders-fund-contrarian

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

1. State the non-consensus insight.
2. Test whether the secret is important and true.
3. Assess technical and founder capacity to execute.
4. 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.