Nine out of ten people might tell you you're crazy. The tenth might see what you see. This week on the Lightcone, @garrytan, @harjtaggar, @snowmaker, and @sdianahu discuss contrarian bets — the ideas that look impossible until they work. From Uber and Coinbase to DoorDash and Flock Safety, they share how founders find opportunity where others see dead ends. 0:00 - Intro 2:00 - AI verticals are becoming more crowded 6:22 - Non-obvious successes 9:50 - End users can get regulations changed 18:05 - Finding contrarian ideas, what founders should look for 25:10 - Flock Safety and selling to local governments 33:40 - The sci-fi founder and "impossible" big ideas 36:42 - Outro