
"Yeah, I really like what the founder and CEO, Luis Bonan has done with this business. Um, there are some education companies out there that have been decimated by AI and LLMs. Uh, embraced it. Uh, using AI to quickly expand features and product offerings. He's forward thinking and I think it shows here."
Toby praises Duolingo's CEO for being forward thinking by leveraging AI to expand product offerings, differentiating the company from competitors hurt by technological disruptions. While he acknowledges strong historical financial performance, he remains cautious about future challenges amid ongoing market evolution.
Could Duolingo Deliver 15%+ Annual Returns?
October 21, 2025
Company Opinion