---
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

```md
# 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.