Good point. There are founders that have valuable inside knowledge of their industry (domain expertise, etc) who can be more reasonably sure of their success in

Good point. There are founders that have valuable inside knowledge of their industry (domain expertise, etc) who can be more reasonably sure of their success in some B2B venture than a YCombinator project that wants to be the next Twitter. Can we say that if both examples are equally confident of their success, that the former is less deluded than the latter?