Duolingo - Investment Thesis
Échec de l'ajout au panier.
Échec de l'ajout à la liste d'envies.
Échec de la suppression de la liste d’envies.
Échec du suivi du balado
Ne plus suivre le balado a échoué
Duolingo - Investment Thesis
-
Narrateur(s):
-
Auteur(s):
À propos de cet audio
Duolingo has quietly built the world's dominant language learning platform with 50 million daily active users and 40% revenue growth. In this episode, we explore how CEO Luis von Ahn's strategic pivot to prioritize long-term user growth over near-term profits positions the company to capture the generational opportunity in AI-powered education - with the platform recently successfully expanding beyond languages into chess, math, and music.
We dive deep into how Duolingo's unique combination of engagement mechanics that rival social media, AI capabilities that enable personalized tutoring at scale, and a proven ability to make education as addictive as entertainment could transform it from a language app into the default global platform for skill acquisition.
Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com