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How GenAI Costs Sank Duolingo’s Stock 20% (A Non-AI Generated Analysis)

A human analysis of financial documents reveals what AI content farms missed: Duolingo’s GenAI features are undermining its own profit margins.

Dhawal Shah Mar 10, 2025

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Laurie Pickard

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I got into MOOCs when I started a project to replicate a traditional MBA using free online courses. I blogged about the project at NoPayMBA.com. I joined the team at Class Central in 2017.

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