Duolingo Looks to Double Daily Active Users to 100M by 2028

Duolingo CEO Luis von Ahn, a MacArthur Fellow with decades of AI expertise, addresses the competitive landscape of AI-driven education and the company's long-term growth strategy. While investors express concern over recent financial forecasts and potential disruption from large language models, the platform maintains a dominant 85% market share in language learning. This scale provides a data advantage for training proprietary models and sustaining a "gamified" habit-building loop that keeps 15 million users on year-long streaks. The current strategy prioritizes "growing the pie" by expanding the free user base and diversifying into math, music, and chess, rather than immediate monetization. By integrating AI to simulate one-on-one tutoring, the goal is to reach 100 million daily active users, leveraging massive scale and user engagement as a primary moat against new market entrants.