$DUOL bags could have been avoided if you had heard the thesis!

Nov 6

- DUOL valuation was fluffed up and assumed rosy story of multiple exansion.
- I don't see any reason for multiple exansion at all.
- DUOL is most likely next CHGG because of AI
- DUOL is btw creating its content using Open AI based on of the conference I saw where they consumed billion tokens.
- Why need a middleman in between if your application is just gamifying language learning.
- There's no way a person could learn a language by the app.

- New age of AI dev, speech to speech models can directly translate one language to other language bridging the language gap.

Nov 6

Note

- There's 0 moat of DUOL and there's zero cost for switching to any other app.