Sarah Guo on being contrarian: "Unlike my good friends at Founders Fund, I don't have an instinct to be contrarian. But it is so fundamental to decide what you think and not worry too much about what other people think. And 'other people' is like the dominant narratives of the period, or even what different players in the ecosystem that are really important, declare one way or another. I think you just need to find the truth. If you find the truth and it's wrongly priced and you hold onto that, you're in a good position. You want asymmetric information, and then the confidence to hold the opinion when other people haven't come around to it yet. I think a lot about how to make sure we have the information that is better than other people's, and then protect ourselves from noise."