In the past week, Duolingo reported first-quarter 2026 results with revenue of US$291.97 million and net income of US$43.46 million, alongside earnings per share rising year on year on both a basic and diluted basis. At the same time, management laid out a 2026 “investment year,” prioritizing AI-driven product improvements, expanded subjects, and user growth over near-term bookings growth and profit margins. Next, we’ll examine how Duolingo’s decision to accept slower near-term monetization...