frankdev
@frankdev Bought $DUOL @287.78
Spain
Edited
๐”ป๐•ฆ๐• ๐•๐•š๐•Ÿ๐•˜๐• : ๐”ธ๐•Ÿ ๐”ธ๐•€-๐”ป๐•ฃ๐•š๐•ง๐•–๐•Ÿ โ„๐•–๐•ง๐• ๐•๐•ฆ๐•ฅ๐•š๐• ๐•Ÿ ๐•š๐•Ÿ ๐”ผ๐••๐•ฆ๐•”๐•’๐•ฅ๐•š๐• ๐•Ÿ I've just opened a position in Duolingo ($DUOL (Duolingo)) using 3.83% of my equity., convinced of its immense potential to scale dramatically through AI innovations. Hereโ€™s why: ๐™†๐™š๐™ฎ ๐™๐™š๐™–๐™จ๐™ค๐™ฃ๐™จ ๐™ฉ๐™ค ๐˜ฝ๐™ช๐™ฎ ๐˜ฟ๐™ช๐™ค๐™ก๐™ž๐™ฃ๐™œ๐™ค ๐™‰๐™ค๐™ฌ โ€ข Exponential Growth via AI: AI positions Duolingo to scale earnings dramatically at minimal incremental costs, similar to early-stage Spotify. โ€ข New Successful Verticals: Duolingoโ€™s recent math and music verticals quickly attracted 3 million daily users, significantly increasing average revenue per user at a marginal cost. โ€ข Generative AI for Accelerated Growth: AI accelerates Duolingoโ€™s content creation speed, potentially multiplying productivity by 10x, enhancing user engagement and retention. โ€ข Powerful Data Moat: With over 40 million daily active users, Duolingo leverages vast proprietary datasets, creating a competitive advantage that deepens with every new user. โ€ข Revolutionizing Math Education: AIโ€™s improved reasoning capabilities revolutionize content creation in complex subjects like math, significantly expanding market reach. โ€ข Long-Term Unit Economics: Short-term higher AI costs will drop as technology advances, resulting in vastly improved long-term profitability. โ€ข AI-Enhanced Features: AI-powered video calls significantly enhance premium subscription value, potentially evolving into a realistic virtual tutor. โ€ข New Market Opportunities: AI enables Duolingo to profitably enter previously uneconomical markets, expanding user base and revenues. โ€ข Shared Economies of Scale: Future reductions in AI-related costs will allow Duolingo to pass savings to consumers, driving greater adoption and brand loyalty. โ€ข Outstanding Leadership: Exceptional management consistently translates user growth into stronger financial results. โ€ข Infinite Growth Runway: Duolingo has immense growth potential in subscribers and revenue per subscriber, amplified by ongoing AI advancements. Despite a high valuation, Duolingoโ€™s transformational AI-driven strategy offers substantial upside, making it an exciting long-term investment.
DUOL
Duolingo
477.38
-3.00 (-0.62%)
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