Luis Von Ahn

We're investing a lot. Fortunately, it's actually been good for us in terms of profitability for two reasons. So there's two places where we invest in AI. The first is generating data that is going to be used in our lessons. That data used to be generated online. partly with humans, and now it's mostly generated with AI. And it turns out it's a lot cheaper to generate with AI than with humans.

Also, it's a lot faster to generate it with AI. So we're very happy with that. And then the other big use is real-time conversation. That one is expensive. It's actually expensive to provide a real-time conversation with a user. But what we had to do is we actually had to add a higher price plan. So we now have two subscription plans. We have Super Duolingo, which is our standard subscription.

Also, it's a lot faster to generate it with AI. So we're very happy with that. And then the other big use is real-time conversation. That one is expensive. It's actually expensive to provide a real-time conversation with a user. But what we had to do is we actually had to add a higher price plan. So we now have two subscription plans. We have Super Duolingo, which is our standard subscription.

Also, it's a lot faster to generate it with AI. So we're very happy with that. And then the other big use is real-time conversation. That one is expensive. It's actually expensive to provide a real-time conversation with a user. But what we had to do is we actually had to add a higher price plan. So we now have two subscription plans. We have Super Duolingo, which is our standard subscription.

And we added a new one called Duolingo Max, which is about twice the price of Super Duolingo. That one gives you the conversation practice. And it's expensive, but people pay twice as much. So actually, it really doesn't cut into it. So it's actually worked out well for us.

And we added a new one called Duolingo Max, which is about twice the price of Super Duolingo. That one gives you the conversation practice. And it's expensive, but people pay twice as much. So actually, it really doesn't cut into it. So it's actually worked out well for us.

And we added a new one called Duolingo Max, which is about twice the price of Super Duolingo. That one gives you the conversation practice. And it's expensive, but people pay twice as much. So actually, it really doesn't cut into it. So it's actually worked out well for us.

Yeah, we use OpenAI.

Yeah, we use OpenAI.

Yeah, we use OpenAI.

You know, I don't know the percentages, but I do know that we're, I mean, I at some point probably knew the percentages, but I don't know them off the top of my head. But I do know that we are basically, you know, it is good for us in terms of margins.

You know, I don't know the percentages, but I do know that we're, I mean, I at some point probably knew the percentages, but I don't know them off the top of my head. But I do know that we are basically, you know, it is good for us in terms of margins.

You know, I don't know the percentages, but I do know that we're, I mean, I at some point probably knew the percentages, but I don't know them off the top of my head. But I do know that we are basically, you know, it is good for us in terms of margins.

Yeah, the good news is at the moment, the AI features are not bringing us new users. What's going on is… Or new revenue. Yes, it is bringing us new revenue. There's a good margin there. I mean, we could… So, a couple of things. The price of the same exact call is going down over time.

Yeah, the good news is at the moment, the AI features are not bringing us new users. What's going on is… Or new revenue. Yes, it is bringing us new revenue. There's a good margin there. I mean, we could… So, a couple of things. The price of the same exact call is going down over time.

Yeah, the good news is at the moment, the AI features are not bringing us new users. What's going on is… Or new revenue. Yes, it is bringing us new revenue. There's a good margin there. I mean, we could… So, a couple of things. The price of the same exact call is going down over time.

Whether you do it to an open AI or whether you do it through Microsoft or whatever, the price is going down for a number of reasons. Everything's getting more efficient, and also chips are getting cheaper over time, et cetera. So the price is going down. At the moment, there's a good amount of cushion, but we expect that over time there will be an even larger amount of cushion.

Whether you do it to an open AI or whether you do it through Microsoft or whatever, the price is going down for a number of reasons. Everything's getting more efficient, and also chips are getting cheaper over time, et cetera. So the price is going down. At the moment, there's a good amount of cushion, but we expect that over time there will be an even larger amount of cushion.

Whether you do it to an open AI or whether you do it through Microsoft or whatever, the price is going down for a number of reasons. Everything's getting more efficient, and also chips are getting cheaper over time, et cetera. So the price is going down. At the moment, there's a good amount of cushion, but we expect that over time there will be an even larger amount of cushion.

So at least for our application, I'm not particularly concerned in terms of margins. I think for our application, the margins work out.