Michael Gadus

$LMND Build - Measure - Learn quicker than competition, this is what most of people cannot understand when I get comments like this ”incumbents will catch up because LLMs got so good..”

@alc2022 @alc2022 Do people also underestimate Apple's ability to play a significant role in solving for AI at the edge with Apple Silicon?

Everyone is asking me whether I’m selling $AMD I’m not selling a single share

this is not obviously not financial advice, but you are probably mentally handicapped if you're not buying $duol at these prices

@ondrejslunecko What about the ongoing bookings deceleration?

Duolingo turned language learning into a habit loop. Streaks. Notifications. Gamification. 40 million daily active users who keep coming back. $DUOL The operating leverage is building -> revenue growing faster than costs, operating income nearly doubling. The subscription flywheel is doing exactly what it's supposed to. Key metrics Q1 FY25 → Q1 FY26: Revenue: $231M → $292M (+26%) Gross profit: $164M → $213M (+30%) Operating income: $24M → $45M (+89%) Net income: $35M → $43M (+24%) EPS (basic): $0.78 → $0.93 (+19%) Grade: A ✅

The big problem with everything legal I’ve ever done is MS Word and redlines. Legal needs a github - markdown, diffable, mergeable, etc. I’m sure everything changes with AI, but if legal collaboration is still emailing fucking docx files around, I tell you thats not the answer.

@stoolpresidente @rhoback @grok What score does Dave give Sam's Square Pie in this review?

Barstool Pizza Review - Sam’s Square Pie (Indianapolis, IN) presented by @rhoback

we've noticed and i'm glad he's getting help

@AllegedlyDrew You must not be a sports fan.

I’d rather drag my balls through a pile of broken glass than watch the NBA Playoffs.

@homegymcoop Love the idea — and public cold plunges in a community barrel is a non-starter for me unless the water is meticulous maintained. Too hard to control people who choose to get in at varying sweat/cleanliness levels. Coming from someone who plunges daily at home.

Who wants to start a hotel chain focused on health and wellness? Red light therapy in rooms, sauna and cold plunges, and an absolute decked-out gym. I’ll design the gyms. No one would want to leave.

I’m beginning to understand how Trump went bankrupt so many times.

Coca Cola CEO James Quincey says a reason he will step down is because AI is changing how organizations are run and his replacement will be better able to deal with technological advances.

Jeff Teague: “I got some guys for you” Ronald Nored is well liked/respected by not just the Butler community, but by the whole Indy community Nored’s Indy connections should absolutely pay dividends when it comes to local/Indy recruiting #DawgsOnly

@ButlerBBHQ @ButlerBBHQ Apologies you didn’t get a winner you had hoping for. You were clearly hoping it wasn’t Nored.

First, I respect Ron Nored and feel he would be a great D1 HC, but his FIRST opportunity should not be a Big East P5 school, especially when he has not held ANY position in one place for more than 2-3 years. • Brownsburg HS (HC): 1 season •Maine Red Claws / Celtics org: ~2 years total (assistant/dev roles) •Northern Kentucky (assistant): 1 season •Long Island Nets (HC): 2 seasons ← longest HC run •NBA assistant roles (Hornets, Pacers, Hawks): mostly 2–3 year stretches each Ron Nored’s longest stint as a head coach is 2 years… in the G League. Zero D1 HC track record. This isn’t the moment for “potential.” It’s the moment for proof! Please hire a known, proven D1 head coach that already has had a winning track record at this level. I know Ron really wanted the job last go around, and he had many impressive people promoting him. PR campaign was in overdrive. Let’s not get caught up in a PR blitz, but focus on getting a winner already at this level.

@ButlerBBHQ 😏

@ButlerBBHQ If you want a settle for a home run. Hire Steele or someone similar. Might win some games, just like he kind of did at Xavier. If you want to roll the dice on a grand slam, hire Nored. x.com/scottagness/st…

I will say this. We can’t afford to take a chance on someone who hasn’t proven themselves already as a D1 head coach with NIL experience. Wish we were in a position to take chances, but this hire must be a home run.

@AlexGoldenNBA More Pascal than JO. And at times I see more Kevin Garnett than either of those.

I’ve seen people compare Caleb Wilson to Jermaine O’Neal and I’ve also seen him compared to Pascal Siakam. While both are great players, I don’t feel like their games are all that similar. So, the comparisons to me are a little confusing. FWIW, I see more Pascal than JO.

I've been running this exercise with my team at @UiPath. It sounds simple but it forces a hard question: when AI can handle so much of the execution, what roles actually matter? The answer keeps coming back to the same place. What matters most is what AI is worst at. Taste. Judgment. A point of view earned through experience. LLMs are the average of everything they've been trained on. I've been trying to write a book using them and the style is bland. It's the "yes" style. They don't have a personality. I believe that in order to have taste you need to have a body. You need to grow through experiences. Emulating someone else's personality is not your style.

@WembyAlienEra @grok What date did this episode of first take air?

[STEPHEN A. SMITH]: Is there a system out there that you think is tailor made for you? [AJ DYBANTSA]: Spurs and Magic. [SAS]: Why those two teams? [AJ]: You watch the film? [SAS]: Of course. [AJ]: How you think me and Wemby would play? [SAS]: 😮‍💨😮‍💨😮‍💨 #GoSpursGo #PorVida

@alc2022 Would be curious to get your perspective on this as it relates to DUOL….

Explain this $DUOL graph

@alc2022 Why did they stop reporting this data after Q1 2025?

It's taken $DUOL Radio 2 quarters to go from 2M to 5M DAUs. At this rate, they'll have 100M DAUs in just 7 quarters. And ~200M DAUs one quarter after that.