The biggest interesting tension at the early stage seems to me to be
- not lying to yourself (always a deadly thing in business)
- having conviction that there’s something in your current idea (which is terrible and thus requires lying to yourself)
I can see how having conviction that 'there’s something in your current idea' opposes an iterative "lean startup" approach. However, conviction might be critical when building a "complex" startup à la Peter Thiel.