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Language learning app Duolingo has a new feature for paid subscribers: a video call with its character "Lily." The AI-powered offering has driven subscriber gains on its premium tier, Duolingo Max. Watch this episode of Chief Future Officer with Tim Stenovec here:

13,651 次观看 • 1 年前 •via X (Twitter)

3 条评论

Maria Claiborne 的头像
Maria Claiborne1 年前

He is a very visionary analyst. @Weijueye_888 🌹 🎈 🎌

$MIA 的头像
$MIA1 年前

cute start, wait till you see AgentFi 👀

Joseph☘️ 的头像
Joseph☘️1 年前

Great, now you have to PAY to talk to a miserable looking purple-haired Karen.

相关视频

Every Bear Case Against $DUOL, Debunked: Why This Is a Future $10T Company. DUOLINGO IS NOT A “FUN APP”. IT IS THE FUTURE OF GLOBAL EDUCATION. I’m long $DUOL. $2000 PT. Here’s why every major bear case collapses on contact 👇 Most investors misunderstand Duolingo because they judge the surface, not the system. Cartoons ≠ unserious. Fun ≠ ineffective. That confusion is the opportunity. → Bear Case 1: “You can’t actually learn on Duolingo” False. Learning is not about information. It’s about behavior change over time. Duolingo does not promise instant fluency. It engineers consistency. And consistency is what creates mastery. Peer-reviewed studies show learners reach real proficiency. Outcomes improve every year. The product is getting better, not worse. Judging Duolingo by its pre-AI version is a category error. → Bear Case 2: “AI will replace Duolingo” Backwards. AI solves intelligence. Duolingo solves habit. Generic LLMs give answers. Duolingo gives progression. Learning only compounds inside a system that understands motivation, pacing, friction, and dropout psychology. Duolingo has run 16,000+ experiments. Not features. Experiments. Each one targets a failure point: • Where users quit • Where motivation dies • Where boredom creeps in Those micro-fixes compound into massive retention. AI accelerates this system. It does not replace it. → Bear Case 3: “Big tech will build a Duolingo killer” Unlikely. Frontier AI companies are locked in a capital-intensive arms race to build intelligence itself. They cannot afford decade-long obsession with one vertical: learning behavior. The opportunity cost is enormous. Duolingo already did the hard part. → Bear Case 4: “Education is shrinking” Completely wrong. Education is expanding globally. Billions of new learners are coming online. Traditional systems cannot scale. Teachers cannot scale. Software can. For much of the world, learning is not a hobby. It is economic survival. Duolingo is not a toy. It is global infrastructure. → Bear Case 5: “Language learning is niche” Absurd. ~2 billion people are learning English globally. Duolingo serves ~130 million MAUs. That is early penetration. This is not saturation. This is the opening act. → Bear Case 6: “Duolingo has no moat” Incorrect. The moat is not code. It is accumulated experience. Billions of learning minutes. Billions of micro-decisions. Years of iteration on human motivation. You can copy software. You cannot compress lived learning history. Same reason Spotify won. Same reason Palantir won. Iteration beats imitation. → Bear Case 7: “New verticals like Chess don’t matter” Short-term thinking. Chess is already Duolingo’s fastest-growing course ever. Built largely with AI. Not monetized yet. This is the Amazon playbook: Dominate attention first. Monetize later. Math. Music. Chess. These are TAM expanders, not side projects. → The ambition is misunderstood Management has said verbatim: “We are about 1% of where we want to be.” They want to compete with Harvard. That sounds crazy until you realize: • Education is broken • Personalization beats institutions • Data beats tradition Duolingo owns the best learning dataset on Earth. → The real insight The market thinks Duolingo is a game. Management is building the backbone of global education. That gap between perception and reality is the opportunity. I’m not betting against AI. I’m betting on the company best positioned to harness it inside a system that already works. $DUOL is not being disrupted. It’s doing the disrupting. $2,000 PT. One of the best-run companies I’ve ever studied. Luis von Ahn Read 👇

Christian Darnton

12,381 次观看 • 5 个月前