Exactly.  Curriculum design is _really hard_.  And if you branch into other areas, now you have real competitors.  And if the secret is using LLMs, well, lots of people have way more horsepower to do that than Duolingo.  The fact that they haven't suggests it's a boutique area without much money to be made there.

elvismercury

tech

The Duolingo Handbook

I also don't think they could ever get to $1T without going back to community sourcing.  They'd have to branch out into all sorts of other fields with different teaching and assessment needs, would be very hard and expensive to do in-house.
