The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Zhang: Linktree has a shot at becoming a $100B business
“I think it has a shot to being a hundred billion dollar business.”
Zhang: Landing page template tests suffice to validate early product demand
“The second signal would be like, you don't have to build out the entire flow. You can literally do a landing page that allows people to pick templates and you can see if people are picking some of them. Like, that in itself is data.”
Zhang: A $100B Linktree Requires Becoming a Consumer-First Content Discovery Hub
“Because the a hundred billion dollar version of link tree is one that is very consumer first. And I think we are far away from that, right? Like being the place where you actually discover all of the content from your favorite people, that is the a hundred bil…”
Zhang: Metric-only targets without hypotheses result in local maximums
“I want to hear those, like, hypotheses back because those are the big ideas that we should be pushing towards, not just giving a team, like, here, go optimize this number because that's where you get very local maximum wins.”
Zhang: Startups should build a skeleton KPI tree from day one
“I think a company should always have The skeleton of the tree, and the reason for that is this is basically how your product works and how things flow through the business, right?”
Zhang: Company product scorecards should track at most 10 key projects
“I think like once you get to everything, you're like, we might as well just use like linear or a tracker, right? But it's like, these are the 10 most important projects at a company that we all need to be rallying around, right? And again, if that number could…”
Zhang: Linktree pays Webflow $50k annually instead of custom engineering
“We decided on Webflow cause we're like, Hey, these are all the things that we need. We are not gonna spend, you know, millions of dollars because that's how much it costs. If you put like engineers on it, we're happy to spend like the 50 K with Webflow, not a …”
Zhang: Content creators are SMBs and SMBs must become creators
“We believe that, you know, creators are SMBs and SMBs are creators, meaning creators are trying to make money and SMBs in order for them to be, to survive in the world today, They need to understand social media. They need to be much more digitally native. We …”
Zhang: Artificially narrowing target ICPs restricts business growth
“My goal there is not to be like, let's artificially constrain, because I think that actually artificially constrains your business. That's when you draw that Venn diagram, and you say, hey, you know, for Linktree, it's, yes, it's SMBs, and yes, it's creators, …”
Linktree brings a real creator to almost every bi-weekly all-hands meeting
“At Linktree, we have, we bring a user literally every, almost every single all hands, which happens every other week. We bring a linker to that all hands to show people how they use Linktree, the things that they're struggling with, the things that they love a…”