TL;DR Duolingo is targeting 100 million DAUs by 2028. It took the company 13 years to get its first 50 million DAUs. The new strategy includes more AI features for free users, deeper language courses, and growth of Chess, Math, and Music. But the strategy sacrifices short-term growth for long-term results, and von Ahn is calling 2026 its investment year without significant results.   It took Duolingo 13 years to get 50 million DAUs. CEO Luis von Ahn wants to double it in three years. For yea

Duolingo’s side business, Duo’s Taquería, has doubled its revenue to $1.3M in 2024

Subscriber growth and revenue are accelerating even as revenue per user declines. Udemy built its empire on a simple idea: anyone could create a course, and anyone could buy one. That marketplace model made Udemy famous and made millionaires out of its top instructors. Now the company is deliberately killing it. In Q3 2025 earnings call, Udemy’s CFO admitted they are “intentionally reducing” single course sales to push users toward subscriptions. The logic is straightforward: Udemy keeps 82.5%

The pandemic ushered in a “new normal” in online learning, but it culminated in layoffs and stock drops.