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Jason1 take since May 17, 2024
Duolingo
DUOLOperates a free language-learning platform offering gamified lessons across dozens of languages.Yahoo Finance ↗duolingo.com ↗
1 take · first discussed May 17, 2024
Stock since first call
-32.3%
$179.14 → $121.29
anchored May 17, 2024 · as of Jun 11, 2026
The tape vs. the takes
Every call, plotted at the price the day they made it.
letter = host · click for the quote
The discussion
Among the hosts, only Jason has weighed in on Duolingo, and his stance is bearish, albeit at low conviction. His sole stated concern is that advanced AI models — specifically GPT-4o's real-time language translation capability — pose a competitive threat to Duolingo's core product, as evidenced by the stock's negative reaction to that demo. No other hosts provided views, so no broader consensus or disagreement can be established from the available material.
How they got there
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.