Duolingo, Inc.
Singkat

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

214
- 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.
Nota
- There's 0 moat of DUOL and there's zero cost for switching to any other app.

Penafian

Maklumat dan penerbitan adalah tidak bertujuan, dan tidak membentuk, nasihat atau cadangan kewangan, pelaburan, dagangan atau jenis lain yang diberikan atau disahkan oleh TradingView. Baca lebih dalam Terma Penggunaan.