14
Dec
Duolingo - An Investment Analysis
Today we’ll be discussing the moat Duolingo has along with a bull and bear case for investing.
8 min read
EdTech
08
Dec
The “Unhinged” Owl That Keeps You Coming Back For More
Duolingo didn’t solve language learning; they solved quitting. By weaponizing guilt and an "unhinged" mascot, they built a $10B giant with zero marketing costs. But with AI translation rising, can the owl survive? We dive into their hidden testing monopoly and the pivot to an "OS for Learning."
10 min read