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$DUOL CEO Luis von Ahn, on scaling learning content: “We’ve now launched content up to Duolingo Score 129 (CEFR B2) across courses teaching our 9 most-learned languages, so learners can use Duolingo to reach professional proficiency. Given the number of language combinations we teach, expanding to this level required building an enormous amount of content. In Q1 2026 alone, we published 20,500 course units across our language courses, up from 7,100 per quarter in 2025 and 1,800 per quarter in 2024. Automating more of our content creation process also lets us iterate in ways that were not possible before. We can now push changes across many courses at once and improve quality more quickly and consistently. This is already improving engagement among new users.” Generative AI is accelerating $DUOL. Content creation and iteration are going vertical. This might take a few quarters to fully kick in, but over time it should translate into better teaching, stronger user growth, and eventually monetization. (Not investment advice.)

Caesar Capital increased its position in Duolingo $DUOL today at $96.79 per share 🏛️ New average cost basis: $151.71 (down from $187.9)