fatbabyfunds.com valid
Fat Baby Funds
Generated by All in One SEO v5.0.2, this is an llms.txt file, used by LLMs to index the site.
- Authority
- 46 reach 0 · trust 10 · quality 21 · freshness 15
- Tier
- listed
- llms.txt
- https://fatbabyfunds.com/llms.txt
- Sections
- 5
- Links
- 222
- Size
- 90723 bytes
- Registered
- 2020-07-06
- Country
- France Hosting inference
- Hosting country
- France Hosting inference
- Country evidence
- No published address evidence collected yet
- Categories
- Marketing
- For agents
- Documentation: developer or product docs worth reading, nothing to call
- First seen
- 2026-10-23T20:14:47.541Z
- Last checked
- 2026-10-23T20:14:53.019Z
- Badge
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-23T20:14:48.095Z. Cached copy · Source on fatbabyfunds.com
# Fat Baby Funds
> Generated by All in One SEO v5.0.2, this is an llms.txt file, used by LLMs to index the site.
Seems Like a Bad Idea
## Sitemaps
- [XML Sitemap](https://fatbabyfunds.com/sitemap.xml): Contains all public & indexable URLs for this website.
## Posts
- [A Man of the Markets](http://fatbabyfunds.com/2026/08/a-man-of-the-markets/): I've been quiet, but I'm a man of the markets. I might not be posting, but I'm studying the markets. Snapchat - The newest meme stock, thanks Professor. I don't get the point though, the balance sheet isn't clean. They aren't profitable. DAUs in the US are shrinking. They aren't growing. What's the bull case?
- [The Spotify Machine](http://fatbabyfunds.com/2026/06/the-spotify-machine/): Spotify recently held their 3rd ever investor day. Before we dive into what Spotify covered at their investor day, it's worth covering why we should care. Investor days are meant to share the long term vision of the company. Having a vision is one thing, but executing on it is another. You need to have
- [Spotify: A Time to Transition](https://fatbabyfunds.com/2026/02/spotify-a-time-to-transition/): Spotify has been trading wildly with the whims of the market, but behind the price, a positive story keeps building. Let's check back in on Spotify. The Long Term Vision The ultimate vision for Spotify is simple. One billion users. Expanding markets (music => podcasts => audiobooks => video). Decent unit economics. Strong personalization. And
- [Tanking Theory](http://fatbabyfunds.com/2026/02/tanking-theory/): The talk of the town in the NBA right now is tanking. Some of the most logical NBA analysts argue the importance of tanking, but I think they might be missing the forests for the trees via first order thinking that misses second order effects.. The Path of Champions Let's walk through a quick review
- [Predicting Predictions](http://fatbabyfunds.com/2026/02/predicting-predictions/): I've been gambling. It's not a new thing, I've been a gambler my whole life. I chase edges. Right now, the new big thing is prediction markets. The big question is what prediction markets will impact. It's clear that prediction markets will take significant volume if they continue to receive regulatory clearance. So the questions
- [Duolingo and the Attention Economy](http://fatbabyfunds.com/2025/12/duolingo-and-the-attention-economy/): People fundamentally misunderstand Duolingo. They assume it's a learning app. It's not. The reality is that Duolingo is a member of the attention economy. This fundamentally changes the way you need to analyze Duolingo. Let's dive in. The (Potentially Problematic) Unit Economics of Duolingo The freemium model is an amazing business model. It allows for
- [Momentum or Value? Why Not Both](http://fatbabyfunds.com/2025/11/momentum-or-value-why-not-both/): I’ve noticed investors tend to split into two tribes: value people and momentum people. I’ve never fit cleanly into either, but both camps have ideas worth
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