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Note · 2026-09-29

Competition, Secrets, and Building the Future

Notes on Peter Thiel, contrarian thinking, and the question of what is worth building.

I have been thinking about Peter Thiel's ideas lately.

Not because I agree with everything he believes, and not because I want to copy the way he thinks. What interested me was a smaller set of questions underneath his philosophy: Why do we compete for the same things? Why do we assume the obvious path is the right one? And how much of what we want is actually our own?

The idea I keep coming back to is simple. To paraphrase Thiel’s question:

What important truth do very few people agree with you on?

It sounds like a question about being contrarian. I do not think that is the useful interpretation.

Disagreeing with everyone does not make you right.

The harder question is whether there is something true, important, and overlooked enough that acting on it would change what you build.

Zero to one

Thiel separates progress into two kinds.

Going from 1 to n means taking something that already exists and reproducing or improving it.

Going from 0 to 1 means creating something that did not exist before.

The distinction matters because copying is easier to reason about. There are benchmarks, competitors, proven business models, and clear examples to follow.

Creating something new is much more uncomfortable.

There is no template telling you that you are right.

That is probably why the world produces so many versions of things that already work, and so few things that initially look strange.

Competition can become a trap

One of Thiel's most provocative ideas is that competition can distract us from creating value.

When everyone is trying to enter the same university, get the same job, build the same startup, or chase the same market, the natural question becomes:

How do I beat everyone else?

But perhaps the better question is:

Why am I playing this game at all?

Thiel's argument is not that effort or competition are always bad. It is that intense competition can make us obsess over the people around us until we stop asking whether something fundamentally different could be built instead.

I find that idea uncomfortable because it applies far beyond startups.

A lot of ambition is relative.

A better title. A better salary. A more impressive company. A better university. More followers. More funding.

The finish line often exists because other people are running toward it.

Mimetic desire

This is where René Girard enters the picture.

Girard's theory of mimetic desire argues that human desire is often shaped by imitation. We see another person value something, and that person's desire helps make the object desirable to us.

Imitation can then turn into rivalry when two people want the same scarce thing.

The theory itself should not be treated as a universal explanation of human motivation, but the narrower observation is useful: some of our desires are social before they are personal.

That leads to a question I find more interesting than almost any productivity advice:

Would I still want this if nobody else could see it?

Would I build the company?

Would I choose the career?

Would I want the object?

Would I care about the status?

Would I still spend years pursuing it?

Sometimes the answer is yes.

Sometimes it is not.

Secrets

Another Thiel idea I like is that there are still secrets left in the world.

Not conspiracy theories. Not hidden information for the sake of being hidden.

A secret, in this sense, is something important that is true but not yet widely recognized.

That might be:

  • a problem everyone accepts as normal,
  • a technology whose use has not yet become obvious,
  • a market that looks too small,
  • a customer everyone ignores,
  • or an assumption an entire industry stopped questioning.

The interesting part is that a valuable secret usually looks unimpressive before it becomes obvious.

Afterward, everyone asks why nobody saw it earlier.

So instead of asking only:

What is trending?

I want to ask:

What is true that has not become obvious yet?

The future is something to build

There is another distinction in Zero to One that stayed with me: definite versus indefinite optimism.

Indefinite optimism sounds like:

The future will probably get better.

Definite optimism is closer to:

This should exist, and here is how I am going to help make it exist.

I prefer the second version.

It forces a shift from prediction to construction.

It is easy to talk about where AI, games, software, Mongolia, Korea, or technology in general are heading.

A more demanding question is:

What small part of that future am I actually responsible for building?

What I am keeping

I am not keeping Peter Thiel's philosophy as a complete worldview.

I am keeping a few questions.

What am I competing for simply because everyone else values it?

What important problem has become so normal that people stopped questioning it?

What do I believe is true before it becomes obvious?

And finally:

What can I build that moves something from zero to one?

Maybe there is no great secret waiting to be discovered.

But I think it is still a better way to look at the world than assuming every important path has already been mapped.

Source note: a personal reflection on Peter Thiel and Blake Masters’s Zero to One and René Girard’s idea of mimetic desire. Thiel’s opening question is paraphrased.