Serious question before I do something stupid.
I’ve been looking at Duolingo (DUOL) and can’t stop thinking. in a world where AI can already translate, correct grammar, roleplay conversations, and basically act like a free language tutor…what exactly am I paying Duolingo for?
We saw what happened to Chegg once students realized ChatGPT could do their homework. Fiverr also got smacked when AI started replacing entry-level tasks. So why wouldn’t language learning apps be next?
I get that DUOL has brand, gamification, streak addiction, cute owl, etc. But if AI keeps improving, doesn’t that slowly chip away at their moat?
Am I early to this idea? Completely wrong? Is DUOL actually integrating AI in a way that protects them instead of kills them?
Before I open a big short and end up funding someone else’s bonus, I’d love to hear the bull case.