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How Duolingo Turned Gamification Into a Moated Business
Lucas and Luna unpack how Duolingo built a language-learning empire with 500 million downloads and over $500 million in annual revenue by weaponizing gamification and behavioral psychology. They walk through the company's 2024 and early 2025 financials, the 2023 AI-driven 'streak freeze' pivot that slashed churn by 18%, and why its user-generated content flywheel—not just AI translation—is the real moat. They also examine the risk: can Duolingo keep addicting learners without burning them out? A focused look at a company that turned 'fun' into a defensible business…
The skinny
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