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Flying: Duolingo's active users keep soaring

Flying: Duolingo's active users keep soaring

Baby bird

If you’ve ever been annoyed at having to prove you’re not a robot on a website, and you’ve been irritated by a Duolingo notification to get back to your lessons, you can direct your frustrations toward Luis von Ahn, a Guatemalan entrepreneur behind both. Having sold his online authentication software idea reCAPTCHA to Google for “somewhere between $10m and $100m” in 2009, von Ahn teamed up with one of his PhD students, the aptly-named Severin Hacker, to take on the world of education. Deciding they wanted to make language learning affordable, the pair founded Duolingo in 2011, drumming up $3.3m in funding from investors such as Tim Ferriss and Ashton Kutcher.

The platform didn’t launch to the public until June 2012, but ever since the app has soared in popularity, becoming the center of the modern language-learning universe. By leaning into bite-sized lessons, users are hooked in their millions into starting what is otherwise a daunting prospect: learning to speak, write, and maybe even think, in another language.

Saying the right words

After its launch, Duolingo picked up traction quickly, nudging towards the top end of the highly-competitive education charts on app stores. By 2014, the company closed a $20 million Series C round, having picked up 25 million registered users. Fast forward a decade, and those milestones look almost petite, with registered users growing to over 500 million by the end of 2020, when we all had newfound time to pursue long-postponed goals for self-betterment.

But, even more impressive, perhaps, is the share of ‘Lingo heads who use the app regularly, with 83 million people actively choosing to reckon with reflexive verbs at least once a month, and more than 24 million doing the same every day, per the company’s latest figures. So, how did Duolingo win in a space that’s so competitive? They made learning fun… and addictive.

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Google uses an AI-generated ad to sell AI search

Google is using AI video to tell consumers about its AI search tools, with a Veo 3-generated advertisement that will begin airing on TV today. In it, a cartoonish turkey uses Google’s AI Mode to plan a vacation from its farm before it’s eaten for Thanksgiving.

Like other AI ad campaigns that have opted to depict yetis or famous artworks rather than humans, Google chose a turkey as its protagonist to avoid the uncanny valley pitfall that happens when AI is used to generate human likenesses.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

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Amazon, Alphabet, Meta, and Microsoft combined spent nearly $100 billion on capex last quarter

The numbers are in and tech giants Amazon, Alphabet, Meta, and Microsoft spent a whopping $97 billion last quarter on purchases of property and equipment. That’s nearly double what it was a year earlier as AI infrastructure costs continue to balloon and show no sign of stopping. Amazon, which reported earnings and capital expenditure spending that beat analysts’ expectations yesterday, continued to lead the pack, spending more than $35 billion on capex in the quarter that ended in September.

Note that the data we’re using here is from FactSet, which strips out finance leases when calculating capital expenditures. If those expenses were included the total would be well over $100 billion last quarter.

Apple Store in China

Apple reports Q4 earnings and revenue slightly above Wall Street estimates

The iPhone maker reported its FY 25 fourth-quarter earnings Thursday.

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