This is really insightful. It aligns nicely with the point Peter Thiel makes that the key to being a successful startup is believing something that is true that

This is really insightful. It aligns nicely with the point Peter Thiel makes that the key to being a successful startup is believing something that is true that others do not. Usually the thing you believe that is true is about something that is going to change, but you probably don't know exactly when. So I'd argue your point extends his thesis that the key to success is "believe something that is true that others do not, and survive until it manifests into an opportunity."