In short
Duolingo CEO Luis von Ahn argues AI won’t replace jobs by itself; workers using AI will become more productive. He also explains how Duolingo is adapting to AI-driven user expectations while continuing to hire.
Guest backgrounds
Luis von Ahn is CEO and founder of Duolingo. The episode is hosted by “Silicon Valley Girl” (Marina), who interviews him.
Key claims
Duolingo has not done layoffs; it continues hiring because one employee is now more productive with AI. Duolingo’s internal “golden rule” is using AI only to benefit learners. AI boosts output in pockets, not 10x across the whole company, especially when debugging and integrating with existing code.
Notable examples
Two non-chess, non-programmer employees “vibe-coded” a chess course prototype in ~6 months, later scaled into the app; it became Duolingo’s fastest-growing course with ~7M daily active chess learners. They used tools like Cursor, started with puzzles, then trained AI using an online chess-puzzle database. Duolingo also uses AI for engineering workflows and product-manager prototypes, and runs company-wide “vibe code” days plus Slack channels like “Best AI Practices” and “AI Fails.”
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOAI and Job Security
1:00 to 1:55
Discussion on how AI might impact jobs, emphasizing that it's users of AI that may take jobs, not AI itself.
“We are about to interview the founder of Duolingo.”
Using AI Effectively at Duolingo
1:55 to 3:19
Luis shares how Duolingo incorporates AI into workflows for efficiency and productivity.
“Gone in five years or not going anywhere.”
Best Practices for AI in Work
3:19 to 4:04
Exploration of how various roles at Duolingo have adapted to using AI, including coding and prototyping.
“A lot of our product managers, what they've decided to do is using AI to make prototypes of things.”
Company Culture Around AI
4:04 to 4:44
Discussion on company initiatives to encourage AI usage among all employees, not just engineers.
“We try to do some things in the whole company.”
Performance Reviews and AI
4:44 to 5:55
Luis explains the approach to assessing AI usage in performance reviews and the shift in focus.
“You know, one of them is called Best AI Practices.”
Chess Course Development
5:55 to 7:40
Luis shares the story of how the chess course was developed at Duolingo using AI.
“backtracked from that because it really, it felt like rather than being held accountable for the actual outcome, we're trying to just push something that in some cases did not fit.”
Creating Products with AI
7:40 to 10:00
Step-by-step process of how Duolingo's team developed the chess course and advice for others.
“I mean, at this point, we have 7 million daily active users that are learning chess.”
Expanding Course Offerings
10:00 to 11:08
Discussion on future courses Duolingo is considering, leveraging employees' initiative to create new content.
“now you can have AI tools to make the initial screens and everything.”
Challenges and Limitations of AI
11:08 to 12:51
Luis discusses the limitations of AI in coding and content creation, emphasizing the need for human oversight.
“Yeah, that's what I tell the company, by the way.”
AI Productivity in Startups vs. Larger Companies
12:51 to 14:00
Examining how AI impacts productivity differently in startups compared to larger organizations.
“There's a lot of steps to try to either check it or spot check it or something to make sure that the quality is high.”
Show all 25 chapters
AI's Impact on Learning and Meeting Efficiency
14:00 to 16:15
Discover how AI tools can enhance productivity during meetings and daily work.
“One-person companies are a lot faster, but it's because you don't have to interface with all the other parts of the company, etc.”
Decision-Making and AI in Research
16:19 to 16:56
Understand how AI assists in research while leaving decision-making to humans.
“Does AI help you make decisions or any workflows that work for you?”
The Future of Language Learning
16:57 to 18:29
Explore the role of AI in transforming language learning preferences and trends.
“I've done a bunch of iCoding for things, but yeah, certainly my KPIs, but it's not decisions I still make myself.”
Perceptions vs. Reality of Language Skills
18:30 to 20:03
Discuss the ongoing demand for language learning despite AI advancements.
“Nobody's going to be allowing you to go to a university with like a phone that translates everything the professor says.”
Market Concerns and Competition
20:04 to 22:34
Analyze the competitive landscape for language learning apps in the AI era.
“Yeah, I'm also thinking like if you have glasses, for example, that are smart and they translate everything for you automatically.”
AI's Effects on Workforce and Hiring
22:35 to 24:10
Examine how AI is reshaping workforce dynamics and hiring practices.
“going to change what do you think is going to change what are you preparing for i think that But user expectations are going to change, and I think we have to stay ahead of it.”
Navigating Growth Amid Changing Expectations
27:07 to 28:00
Learn about the strategic decisions made in response to changing market conditions and user expectations.
“Well, look, we made a conscious shift in how we run the company.”
User Growth and AI's Impact on Education
28:00 to 29:13
Explore how Duolingo's growth is slowing and its strategic pivot towards AI in education.
“We have grown our user base by more, like our active users, by more than 5x since then.”
Navigating Investor Reactions and Mental Health
29:13 to 30:22
Discuss the challenges of managing investor expectations and maintaining mental health as a founder.
“Did you expect that number, like 80, 82 percent?”
Managing Expectations and Long-term Thinking
30:22 to 32:28
Learn about the importance of long-term perspectives in business decisions and emotional resilience.
“The same is true for me, but not with our stock price.”
The Role of AI and Automation in Jobs
32:28 to 34:26
Examine the varying impacts of AI on different professions and the necessity for human roles.
“The vast majority of things will not matter in six months.”
Predictions for the Future of Professions
34:26 to 36:28
Engage in predictions about the future of various professions in the age of AI and automation.
“We want people here is to be open to it.”
Reflections on Starting a Business Today
36:28 to 42:06
Reflect on the challenges and advantages of starting a business in today's landscape compared to the past.
“See, gone is a hard term because I think there will still be cases where we're going to want real human translation, but there will be fewer and fewer.”
The Landscape of Language Learning
42:06 to 45:08
Explore the vast market size and interest in language learning compared to other subjects.
“We have like, I don't know, more than a billion dollars in the bank.”
The Future of Business in AI
45:08 to 45:55
Discussing the potential for new business opportunities in AI education and positive thinking during uncertainty.
“I'm nervous, but it's no use to be thinking like the world's going to.”
Transcript
Automatic transcript. May contain errors.0:00This episode is brought to you by Indeed. Stop waiting around for the perfect candidate. Instead, use Indeed Sponsored Jobs to find the right people with the right skills fast. It's a simple way to make sure your listing is the first candidate C. According to Indeed data, Sponsored Jobs have four times more applicants than non-sponsored jobs. So go build your dream team today with Indeed. Get a$75 Sponsored Job Credit at Indeed.com slash podcast. Terms and conditions apply. K-pop Demon Hunters, Saja Boys Breakfast Meal, and Huntrix Meal have just dropped at McDonald's. They're calling this a battle for the fans.
0:36What do you say to that, Rumi? It's not a battle. So glad the Saja Boys could take breakfast and give our meal the rest of the day. It is an honor to share. No, it's our honor. It is our larger honor. No, really. Stop. You can really feel the respect in this battle. Pick a meal to pick a side. Ba-da-ba-ba-ba. Hey guys, welcome to Silicon Valley Girl. We are about to interview the founder of Duolingo. Oh. Oh, no, no, no. No, Duo, not you. No, no, no. Do we have the actual founder? Hi. Hi. Your employees are getting a little creative. We pay that guy and he has his own personality. He just does what he wants.
1:25AI is not going to take your job. Somebody using AI is going to take your job. This is Luis von Ahn, CEO of Duolingo. Recently, two of his employees built a chess course with AI in six months. No engineering background, no knowledge of the subject. It became the fastest growing course in the company. There are a lot of rumors that large companies are firing people and they say it's AI. We have never done a layoff. Despite what the internet may think, it is important to continue hiring people because a single employee is just way more productive now than they used to be. I'm going to name five professions and you're going to make some predictions.
1:58Gone in five years or not going anywhere. There will be fewer and fewer. Luis, you told your team that nobody gets hired unless he improves AI can do the work first. Can you tell me how you actually track that as a founder? Our goal here is to use AI to benefit our users. Internally, we have this golden rule. We're only going to use AI to benefit our learners. Some people may imagine that, you know, some companies may be firing people and having AI do their job. That's not what we're doing whatsoever. Our team has gotten significantly better at using AI over the last couple of years. And that has allowed us to do a lot more.
2:42It has allowed us to put out a lot more content, a lot more learning content, etc. We, as a management team, are not necessarily tracking like, oh, are you doing something that AI can do or not? We're just really trying to tell everyone, try to be as efficient as possible with AI and our employees are doing that. Can you give me some of the best examples from the team? For someone who's watching this and they're like, okay, my manager tells me to start using AI, but I have no idea how to do it. Do you have like best case examples? It depends on what your job role is. I think most of our engineers have basically really changed their workflows.
3:19They're using AI coding tools. A lot of our product managers, what they've decided to do is using AI to make prototypes of things. So the product manager may not be implementing the thing in the full production app, but rather than coming to us with a written document, they come with a prototype now. That's way better because it allows for much better decision making. So if somebody comes to me with a written proposal and says, you know, I'm going to do a way to teach Spanish better, it's hard for me to know what that actually means. But if they just show me the prototype and I can see that it really does seem to teach Spanish better, it's much easier to give approval to that type of thing.
3:57So it depends a lot in the role. Do you give them any guidance like, OK, instead of doing this, do that next time? Or how do they even find out they can do these things with AI? We try to do some things in the whole company. We had, for example, a few months ago, we had a day where everybody in the company had to vibe code something. Not just engineers, every single person, people from HR, people from the finance team, everybody had to vibe code something. So everybody could see the power of it. We also have a lot of documentation about best practices. But generally, people here in Duolingo are pretty smart.
4:36They're always finding new things. And I think what happens is rather than management telling them what to do, they tell each other what to do. We have a lot of Slack channels. You know, one of them is called Best AI Practices. And so people are just saying stuff. We also have another one that's called AI Fails, which is all the times, all the things that people try. That's such a great one. It is an incredible thing. very empowering for people who are like, oh my God, I made, you know, usually they're very small apps, but it's like I made an app. One of the things that has happened inside this company is everybody has made their own dashboard.
5:07For their KPIs or something? Yeah, for whatever it is, whatever it is they're tracking. I mean, I see a few product managers that have vibe-coded a whole thing with like our users in every country and what they're doing. That's super impressive. And is that how you track AI proficiency? Because now it's part of performance reviews, right? At Duolingo. For a while, it was part of performance reviews. We decided not to do that and i'll tell you why i sent a memo to the company that said you know part of your performance review is going to be usage of ai and we found that people were i don't know if they were doing that but they were kind of asking like do you just want us to use ai for ai's sake and at the end we backtracked and we said no look the most important thing in your performance is that you are doing you know whatever your job is as well as possible a lot of times ai can help you with that.
5:51But if it can't, I'm not going to force you to do that. So I think we backtracked from that because it really, it felt like rather than being held accountable for the actual outcome, we're trying to just push something that in some cases did not fit. And do you have a specific example where somebody did something in a week without AI and then with AI, they kind of multiplied the output? We now teach chess on Duolingo. So, you know, for a long time, we only taught languages. Now we teach a few other things. Chess is the latest course we added. This course got started by two people, neither of whom knew chess, neither of whom knew how to program.
6:28They basically vibe-coded the first prototype of it. Now, the final version that is actually in the app, of course, we put some engineers in there, etc., but they really got very far. In a span of about six months, they created the whole curriculum for chess. They created a prototype of the app all entirely with AI. And again, these people did not know any chess. And whose idea was that? Was it their idea? It was their idea to do that. Well, they're the ones who wanted to add chess. By the way, they came to me a year earlier to say, we want to add chess. I said, I don't want to add chess because it's just a game and we're an education app.
7:04But what happened was that a few months later, I talked to the minister of education of my country. I'm from Guatemala. And she said to me, our education system, our public education system in Guatemala is so broken that I'm considering sending every student a chess board so that at least they'll learn logical thinking. And when she said that to me, I thought, oh, wow, okay, this is actually useful. Part of education. Yes. So then this is when I told them, okay, you can add the chess course. But I said to them, but I don't have any engineers to give you, so go ahead. And they figured it out. Six months, right?
7:37About six months, yeah. And now it's your fastest growing course? Yeah. I mean, at this point, we have 7 million daily active users that are learning chess. Wow, this is fascinating. Can you tell me step by step what was their process? So if somebody is watching and they're like, wow, if Duolingo is able to do such a spinoff, which is kind of different from languages, if I want to start something with AI and build a fast growing product, what are the five steps they need to take? These two guys, the first thing they did was probably learn chess. Probably because they didn't know any chess. And that's one of the reasons they wanted to add it because they themselves wanted to learn chess.
8:11but after that what they did is they really started looking at you know kind of the different tools that are out there for learning chess that they're basically doing market research try to figure out what's out there for learning chess they found that really what was out there was not all that great and then they decided to start vibe coding something to be fair this person does have some technical knowledge they're not an engineer but they have some technical knowledge And so they downloaded Cursor. And at first they made just chess puzzles. Then they realized that the AI was not very good at making chess puzzles.
8:45So then they decided to train it with some... There's an online database of a lot of different chess puzzles. So they trained the AI with that. And it got a lot better. And then after that, what they started doing was just more and more mobile prototypes for me to play with until I told them that it was kind of good enough to really put it in the app. And then you put it in the app, and then did you give it an external push, or people just started discovering it? By putting it in the app, very quickly a lot of people came. But chess really has a big draw. We put other courses in the app that have not grown as much.
9:18For example, it turns out chess is more fun than math. So someone, a student, who just heard about your chess course that was spun out so quickly, and they want to start building something with AI today, what advice would you give them? Well, the biggest advice I can give them is to start. You know, a lot of people talk a lot about starting. They're like, oh, I have an idea. But the biggest thing is just sit down and do it. You will learn a lot by just trying to do it. So that's the biggest thing. Other than that, you know, try to learn how some of the best tools work. Certainly, Vibe Coding will help you a lot.
9:54But it's not just Vibe Coding. I mean, trying to make, you know, the initial designs for it. now you can have AI tools to make the initial screens and everything. So use it all and try to make the thing. I mean, I haven't quite yet seen somebody who knows nothing about programming to really make a good app, but I have seen people who know a little bit about programming make apps. So I would tell you, it's still worthwhile learning kind of the structure of programs. That seems important. Even though you may not actually need to program like word by word, just knowing how things work, for example, knowing the difference between the server and the client, like just these very basic things.
10:38I think that's important. Did it give you more ideas to add more courses that are non-language related? Yeah, it's given us a lot of ideas. We are not yet working on other stuff, but we have a long list of things that we want to teach all kinds of things. K through 12 science, we want to teach. Again, we're not yet working on that. We want to teach K through 12 science. We want to teach how to draw. There's all kinds of things, but at the moment, we're not really working on them because we want to continue working on chess, math, music, and languages. Got it. But then any employee can just go and vibe code one of these courses and show you and maybe they can make it to the other.
11:08Yeah, that's what I tell the company, by the way. A lot of times people come to me and they're like, what course are you going to add next? And one of the things I tell them is, I wanted to add K-12 science and then we added math. I wanted to add K-12 science and then we added music. I wanted to add K-12 science and then we added chess. At this point, I also want to add K-12 science. But it turns out that what people do here is somebody comes up with a really good idea. And if it's good and they're passionate about it, we let them do it. Yeah, they do it. Let's go back to the actually the AI failure, Chad.
11:37Can you recall any examples of AI actually failing in a task? Oh, yeah. I mean, there's a lot of things where it's failing. I'll tell you the biggest one, which I think we're starting to see a difference here. But it wasn't the case a year ago. If you were to look at Twitter and just read what people are saying on Twitter. two years ago I should have fired all our engineers because on Twitter they're like AI is better at coding than engineers this is kind of for the last two years this is what they've been saying on Twitter and it was an interesting thing because I would come here and I would not really see a speed up on engineering and I'm like well what's the disconnect why you know there's all these people saying that AI is better at coding than humans and the reality is it's not yet the case that AI is better at coding than humans I think you still really need engineers and you're going to need them for a long time I think but we've just seen a lot of cases where you tell the AI to program something and sometimes it works, but the other, I don't know what fraction of the time it doesn't work, but when it doesn't work, there's a real problem in that because you don't really know what it did, it's really hard to debug it.
12:39And that's kind of what has happened. You get into, the happy path is really fast. Okay, it worked. But the unhappy path makes it so that it takes so long that you end up spending more effort on that than the time you saved on the other thing. So we've seen that quite a bit. we've also seen ai not be able to generate things like narrative like stories sometimes it does a good job sometimes it doesn't do a great job and it just comes up with things that don't make any sense you know it's interesting because when you see a demo and you ask it to come up with a story somehow those demos always look amazing but then when you try to come up with a hundred stories you realize that only like 30 are good and the other 70 are so humans still need to check and Yeah, all our content needs to be...
13:22There's a lot of steps to try to either check it or spot check it or something to make sure that the quality is high. So if we compare today and a year ago, how much more productive the company is with AI? I don't know. It's more in pockets. And I don't know if any larger company that has seen like a 10x speed up in like... I don't think so. I think startups really see it. Because when you're a one-person team, then you can work as true. A one person can do a lot of stuff. With a larger company, it's harder. it just turns out for example most engineers don't spend eight hours a day coding they have to go to meetings they have to so there's a part of it that you just cannot speed up then there's the part that they spend coding okay maybe you can speed that up but you cannot speed it up at least at the moment you cannot speed it up by a thousand x you can just maybe i don't know a little faster so overall we're not seeing like we're putting out 10 times as many features we're not we're seeing some speed ups here and there in different pockets of the company but again it's what you said.
14:16One-person companies are a lot faster, but it's because you don't have to interface with all the other parts of the company, etc. Also, AI is not as good with existing code bases rather than with a brand new code base. We've been talking a lot about how AI is changing the way people learn and retain information. And that got me thinking about something I changed in how I organize my own daily life and work. Someone told me once, if you're not capturing everything that happens in your calls with your team, you're actually losing to other companies. you're losing decisions that were made you're losing context that gets dropped things you're committed to and then you just forgot team thanks strategy sessions call with investors even a quick conversation with a contractor it all disappears the moment the call ends and i don't know about you but i'm on calls every single day sometimes i forget to press record sometimes i don't think the conversation is worth recording but then after the conversation i realized i had to actually record that.
15:13A lot of my friends told me, Marina, you should start using granola. You'll be blown away. And now I use it on every single call. Now it is an AI notepad for meetings, but it's not a bot that joins your Zoom and makes everyone uncomfortable. It transcribes your computer's audio in the background while you stay completely present in the conversation. It listens to every call automatically. And if it's a recurring call, it merges them by folders. So by the time the meeting ends you have clean structured notes ready to go and after the call i chat with my notes i'm like okay we just had this conversation can you create a follow-up email that i'm gonna send to monica my manager uh we're gonna proceed with this this and that creates the email and i just send it takes 15 seconds it works across zoom google meet and teams it's one of those tools i genuinely can't work without anymore and i don't think you'll be able to either once you try it try it on your very first meeting after this episode, head to granola.ai slash marina to get three months of granola for free or enter the code MARINA at checkout.
16:14I left a link in the description. And now back to my conversation with Luis. What about you as a founder? Does AI help you make decisions or any workflows that work for you? Research, sure. It used to be the case that whenever I had something that needed to be researched, like, I don't know, what is the chess landscape in India, for example? So, you know, it used to be the case that I needed to either spend a lot of time myself or get a team of people to help me. Whereas now I can get a pretty good idea by just asking Gemini or something like that. So research, I do a lot more by myself. That has helped me.
16:50But ultimately, the decisions are made by me. It's not like I asked the computer, what would you decide? Okay. I haven't. So you don't use it as a coach or you haven't bi-coded your own KPIs or whatever. I've done a bunch of iCoding for things, but yeah, certainly my KPIs, but it's not decisions I still make myself. Okay. Yeah. Okay. I interview a lot of cool people on this podcast. In the past three weeks, I had Reid Hoffman and Bill Gurley, who are legendary investors. And I asked them a question, what is the first market that's going to be completely changed by AI and market you should be looking at?
17:21And they told me language. Thank you so much. You know, it's been my thing for 10 years. What do you think? I don't know what that means, change. Like you don't have to learn a language because everything is translated. Oh, no, I just don't buy that. If you look at our users, we have more than 100 million active users. Half of them are learning as a hobby. It's a hobby. Whether AI can do it or not, it's a hobby. Actually, chess is a great example. You know, computers have been better at chess than humans since 1997. A lot more people are learning chess today than they were in 1997. It's a hobby.
18:00So for half of our learners, it's a hobby. And I don't think whether computers can do it or not, I don't think it'll matter. The other half are learning English. And I think anybody who tells you that people don't want to learn a language has not had to learn English. It's interesting how you say like 50 % they're probably learning other languages. Hobby. Yes. English necessity. Yes. But that's how it is in the world. If you're learning, I'm sure there are, I'm generalizing here. But generally, if you're learning French, it's a hobby. It's not always true. I'm sure there are people who actually need to move to France.
18:28But it's a small fraction The majority of people in the world that are learning French Will, you know, want to feel cool when they go to Paris So they can order a croissant And that's our uses And again, somebody who's lived their entire life in the US Has never had to learn English Because that's their native language, etc Will say something like Well, languages are unnecessary, etc But somebody who's had to learn English It's a different thing You just need to learn English And you may want to move to an English-speaking country You may need to do an educational like you may need to go to a university.
19:00Nobody's going to be allowing you to go to a university with like a phone that translates everything the professor says. Like that's just not. So I'm just not particularly worried about that. Is there a fraction of the market? So I'm thinking about translators, for example. Somebody spends like four years learning that. What would you say to those people? Depends on what it is. But there are fractions of the market that are probably going to change quite a bit. Also, in terms of the demand, I agree that some people may have wanted to learn a little bit of a language if they were going to, just visit Germany for two days, that maybe now they're just not going to do that because they can just...
19:33But at least when you look at Duolingo's users, that's a very small minority of our users. The majority really are hobby or English. So I'm just not... So you're not worried? I'm not. The other thing about language translation is that simultaneous language translation has been really good for... This is not an LLM thing. Like LLMs are good at it too, but Google Translate did not use LLMs and it was really good 10 years ago. So I just, you know, we've seen the demand to learn a language actually go up as opposed to go down. This is not something that we internally are worried about. But I understand people say that.
20:07Yeah, I'm also thinking like if you have glasses, for example, that are smart and they translate everything for you automatically. I haven't seen the case with the headphones. I don't think people really use the AirPods to translate. No. I'm thinking maybe it's glasses that translate the science. I don't know. It's because when we came to Silicon Valley, I think 2015, we were pitching our company LinguaTrip that does language travel, language courses. And I think 50%, but to your note, American investors are like, oh, this is not a market. Oh, this is going to go down. We've had this problem. And the entirety of the company of Duolingo, we're a company based in the United States.
20:40When we first pitched Duolingo to investors here, I don't know, however many years ago, the most common thing is like, nobody really wants to learn a language. Math though, people want to learn math. And I'm sure investors think that because they're good at math and they wanted to learn math. But the reality is there are more people learning languages in the world than there are people learning math. What was your mindset when the smartest people in the world tell you that? You're like, I don't care. I mean, I grew up in Guatemala. I could see what it was to have to learn English. Look, it is a huge thing to learn English.
21:11It changes people's lives. I know. That's my case as well. It changes people's lives. Absolutely. Do you have another worry that, so you have an app, right? But now we're in the era when anyone can vibe code an app for themselves. What if I go to, like I'm learning English, I go to Claude and ask, can you gamify my experience, create me an app that's personalized to me, you know, my interests, you know, my hobbies? Do you worry about that? A little bit, but not really. I mean, this, it's funny. Inside the company, we never talk about this. This is, you know, we see, again, we see Twitter talking about that or investors talking about that, but we internally don't talk about that.
21:49Look, ultimately, I think you can ask AI to make you an app, but making a really good app is not that easy. Ultimately, we, for example, have data from hundreds of millions of people about how they learn a language. Every single day, more than a billion exercises are answered on Duolingo, and we use that data to teach you better. And so we just have a lot of data on how to keep you motivated. There's probably 2 ,000, 3 ,000 language learning apps in the world. they've been there and now with vibe coding there now there will be probably 20 ,000 rather than two three thousand but at the moment we're just not particularly concerned you know something may happen is there anything concerned because i'm asking a question about it because i talk to people and they're like oh this is going to be eliminated there's going to be we're done and you're like it's fine no i wouldn't say that it's like all is fine i do think a lot of things are going to change what do you think is going to change what are you preparing for i think that But user expectations are going to change, and I think we have to stay ahead of it.
22:49So a good example is, you know, one of the things we have in the app is conversation practice with AI. When we first put that out there, the cost of it was high for us. So we put it behind the most expensive tier. So you have to pay a lot of subscription to get the conversation practice. At the moment, the cost of that has come down enough that we're going to start giving it to much cheaper tiers. And we are probably going to eventually give it away for free. We're doing that because I believe that customers are going to start expecting that. Like, I think there will be apps that start doing this for free.
23:26And if we don't do it now, we'll be forced to do it in a few years. So that's the type of stuff we're doing to prepare for this. Because, again, I think we just need to stay ahead. Yeah, so users will expect more. I think users will expect more. I think users will expect the apps to be a lot more intelligent, which they should. We're undergoing kind of a platform shift here. And what ends up happening in platform shifts is that the companies who were the winner before the platform shift may or may not remain the winner after that. So I hope that we can do that. Also talking about AI and workforce, I just talked to Gary Vaynerchuk and I really like what he said.
24:01There are a lot of rumors of people and news people firing, large companies firing people and they say it's AI. Then Gary said something that struck me because he said, if I fire 100 people, my competitor hires them and they still 10x their output, I'm dumb for firing them. How do you think about that? We have never laid anybody off here. We have never done a layoff, despite what the Internet may think. Yeah, I think they misunderstood you. We've never done a layoff here. I think that it is important to continue hiring people because now, you know, the way I see it is a single employee is just way more productive now than they used to be.
24:41So, you know, I get better return on investment by having another employee. So that's how I see it. I mean my sense I of course cannot speak about the very specific companies but my sense is that at least in some of the cases AI is just an easy PR reason yeah I mean usually what happens is you overhired and when you overhired you're like okay because of AI we're going to do that I don't at least at Duolingo the way we run the company I am surprised that there are companies doing that because I see no reason yeah I talked I was just at Davos and I was talking to somebody who releases their jobs report.
25:19All the layoffs are structural, like overhired during COVID. So it's not really... A lot of companies overhired during COVID. I understand that. And then, you know, if you overhired, you probably don't need these people. But, you know, blaming AI is an easy scapegoat. It is. It is. What he just said actually worries me the most. Everyone's talking about like AI replacing jobs and big companies firing people. This is not what's happening here, right? He's actually hiring people, but he's hiring those who know AI. Same for me, where we're just hiring a social media manager. And the questions I was asking them during the interview, how are you going to automate this?
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25:54How are you going to use AI in this process? Founders are looking for people who utilize AI in their work. And this is actually what my newsletter is about. It's called Future Proof. And every week I share what we learned with AI. Like my PR person just vibe coded the whole website with all the transcripts from this podcast. and we share things like that in the newsletter. So first of all, subscribe to this channel and second, subscribe to the newsletter. Can we talk about the stock price? Because when I was preparing for this, I saw the 82 % collapse of the stock. But what I really want to talk about, because you explained that to your shareholders, can you walk me through your mindset as a founder when you make such decisions who make your users happy, but they don't make your investors happy?
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27:41Well, look, we made a conscious shift in how we run the company. I made a conscious shift, and certainly the executive team was behind me. But we got to a point where, you know, if you look at over the last five years, we've grown a lot. We became a public company in 2021. We have grown our user base by more, like our active users, by more than 5x since then. So we've grown a lot. We've also grown our revenue by a similar amount, et cetera. We've grown a lot, but two things happened. One is that throughout 2025, we've been still growing, but we're growing slower than we're growing in previous years.
28:21So that's one thing that happened. Like our user base was growing slower than in previous years. The second thing that happened is because of AI, I really do believe that education is going to change quite a bit. And we are a really important player in the education category. and I want to be in a situation where we're going to lead some of that change through AI. So the combination of, I want to lead through that change in AI and our user growth slowing down told me we need to do something important, change how we operate so that we continue grabbing as many users as possible. Now that comes with a cost, which is we are not going to be monetizing our user base as much as we were before.
29:04And investors don't love that. But we knew, you know, when we made this decision, we talked to, of course, all internally, our finance team, everybody agreed, this is going to decrease our stock price. Yeah. Did you expect that number, like 80, 82 percent? I didn't know exactly what to expect, honestly, but I knew that it was going to be a lot. Yeah. So we knew that. But we made the decision consciously because we think that if we continued operating the way we were operating, you know, we probably could have continued growing a little bit, etc. But at some point it was going to be capped. Whereas I think if we really try to get a much larger user base, we're going to be a much larger company in the long term.
29:39And the thing is, I'm operating this company. I mean, I'm hoping that this is my last job. And this is the last thing that I do. And I have many more years of energy left. And you never regretted the decision? Oh, no. No. That is amazing. Because as a founder, again, hearing from the market, what they think about your decision is tough. They don't like it. It's tough. Wow. I know. I agree. I agree. Look, it's not that it hasn't been tough. I mean, I don't regret the decision because I believe that it is the right decision. But it's, you know, yeah, it's been tough. I really still am very convinced this is the right decision.
30:12Do you feel like, because you're a founder of a publicly traded company, does your mood defend it use stock price? it used to yeah when we first went public it used to i learned to stop looking uh like at least every day i mean it's not that i don't it's not that i don't know the the ballpark but i don't look every day it used to be the case the first the first year or so it'd be like it went up by a dollar it went down by a dollar now like you're used to it because i'm as a creator my self-worth It depends on how my last video is performing, which is not right, which is not good for my mental health.
30:49I'm learning how to not look at it. Well, I will tell you this. The same is true for me, but not with our stock price. It's with daily active users. So you still have the same price? I just moved it to daily active users. But they've been growing. Yes, it's growing and everything. But every morning, our daily active user report for the previous day comes at 5 a.m. exactly. I wake up very early. Every morning at 5.01 a.m., my mood gets set. It's not good. Do you think you should adjust it for some? Yeah, it's not good mentally, but hey. I prefer this than the stock price, though. This makes more sense, at least.
31:24This is something you can control versus the stock price. This is something I can control, and it's an actual measure of the health of this company. The stock price, some of it is, you know, over the long term, it is a good measure of the health of this company. But on a day-to-day basis, you know, there used to be days that the stock price went down because, like, oil prices changed. And I'm like, okay, how is that related to me? Any other mental hacks? Because I'm talking to you again, you're not really worried about AI. You learned how to make stock price not control your mood. Do you have any mental life hacks that you developed as a founder during these years?
31:59What helps you? What do you think? What do you do when something goes bad? Do you go on walks to create ideas? I mean, don't get me wrong. When something goes bad, I, you know, it gets to me. It definitely gets to me. I try to really think about the long term. One of the things that has helped me the most is really thinking about this. This is not just about the company. This is in general. And of course, I didn't invent this. A lot of people say this. Thinking about anything. Will this matter in six months? The vast majority of things will not matter in six months. The vast majority of things.
32:32So sometimes I get really upset and I think about it. Will this matter in six months? Some things will. But the vast majority of things will not matter in six months. And that makes me feel a lot better because I think, okay, I'm upset for no reason because this is going to fizzle out. What about other things like marketing or content? Do you think it matters for a founder? Depending on what type of company you're doing. Certainly, if you're doing a consumer company, marketing is going to end up mattering. One of the most important things. It's going to end up mattering a lot. I mean, I love our marketing team.
33:04They are excellent. They've done some really creative things over the years and have helped us grow a lot. I don't know of any hacks. I mean, ultimately, you need to figure out how to get the word out for your product. I will say I have seen many people try to cover a bad product with good marketing, and that can only get you so far. The reality is if you want to really succeed, your product has to be good. I think good product, bad marketing is not very good, but bad product, good marketing is worse. Do you have time set for yourself every week when you play with the new AI tools or you just discover on the go?
33:39No, I don't know if I have time that I've set for myself like that. But I mean, basically what happens is I talk to some of the employees. I know who in the company is at the forefront and I talk to them and then they tell me, oh, you should try that. You should try that. And then I go, you know, I try it. And for someone who's employed at a company and they want to hear advice from a founder whose company is using AI, what would you say to them? How do they start implementing AI in their job? Again, it depends a lot on their job. A lot of different tools for a lot of different things. It's not that hard to find the right tool for your job.
34:09And then try to use it and see if you can automate parts of your job with it. I mean, a lot of our employees have automated parts of their job. Not the whole thing, but parts of their job. I like that they're doing this by themselves. That actually says a lot about the way you hire. Yeah, people are doing this by themselves. And when you're doing interviews now, are you asking about like... We do ask. We want people here is to be open to it. I mean, we really are, you know, you do see the people who are just a lot more open to using AI versus the people who are like, nah, we want people who are more open.
34:39I mean, there's a good thing that somebody said that I pretty much believe. AI is not going to take your job. Somebody using AI is going to take your job. And I believe that is mostly true. It's 10x more productive. This is way more productive. Do you believe that in 10 years we'll have millions of AI agents in our companies? Probably. I mean, what I've learned in the last, especially the last few years, is that predicting the future has gotten much harder because of AI. If you talk to me 10 years ago, I sort of could have told you what the next year was going to look like or what the next three years were going to look like.
35:13It's probably we're going to have a new version of the iPhone. It's going to have a better screen. It's like it was just not that hard to predict. It was kind of boring. It was not that hard to predict. Whereas now, I'm very bad at predicting what's going to happen. But you're not nervous. I am nervous not for the immediate term and not necessarily for this company but I am nervous about I do believe that some shift is going to happen and I'm nervous in that I just don't know what that's going to be I mean there's if you listen to different founders everybody's telling you things that are pretty self-serving like you know if you work in a company that makes AI for lawyers they'll tell you lawyers are going to disappear like everybody's saying all these self-serving things.
35:52I don't know what they are, but I do think something's going to change and I'm nervous because I don't know what that is. Nobody knows. Nobody does. Go with the flow. Nobody does. And I think the best thing you can do is try to adapt as fast as possible. And by the way, I am glad that I'm not having to choose a college career right now because I have no idea what I would choose. Yeah, it's even tougher now. I have no idea what I would choose. I have a blitz for you. So I'm going to name five professions and you're going to make some predictions. I'm very bad at that. But like what your gut tells you.
36:26Gone in five years, gone in ten years, or not going anywhere. Let's try. Social media manager. You mean for like a company? Yeah, like coming up with scripts. I don't think that's going anywhere. That's what I think. I don't. Translator? I think there will be... See, gone is a hard term because I think there will still be cases where we're going to want real human translation, but there will be fewer and fewer. But I do think that for certain situations, we're going to want that. Like a premium. Yes. It's going to turn into very premium. Yeah. But for most everyday uses, yeah, it's going to go away.
37:06Okay. Teacher? Oh, not going away. I mean... Are we going to have more language teachers, you think? Teachers? serve a lot of things and I cannot imagine they're going to go away. So I have a lot of thoughts about this. I mean, I'm a former teacher. I used to be a professor. I think AI is going to be great at teaching certain parts, certainly giving you a lot of repetition, maybe even adapting to what you learn. But ultimately, teachers are great at putting things into context. They're also really great at making people want to do something. they're very inspiring. When I was growing up, I wanted to be like my teachers.
37:45And it's kind of hard to want to be like an AI. Like, I don't really want to be like an AI, but a teacher, they're very inspiring. They put things into context. I mean, at the moment, I'm pretty certain that if you have a really great teacher, that is better than not having a teacher. Again, not all teachers are equally good, et cetera, et cetera. But by the way, today, computers are not as good at teaching as a really great teacher that has not yet happened i think it may start getting to the point where in certain aspects they're about as good but i think having a teacher will always be better than not i agree that's what i think so i don't believe that it's going anywhere we're gonna learn with ai like do some stuff but we still need someone human to reply to this is what i think this is what i think it's also it's incredibly hard to keep people motivated and teachers have ways to get people motivated to do certain things and just you know they start noticing things like oh that student feels left out i'm gonna do something about it yeah this is pretty hard to do with ai so i just can't imagine this is gonna go away but makes it be wrong strategist i don't know if you tried ai for strategy but for me it's good so good sometimes it notices things i wouldn't even think about like it was like you were not working on geo for your podcast.
39:02I'm like, oh, shoot. Yes, I am not. And I'm not appearing in any searches. I recently asked the Slack has a Slack bot and sees all my conversations. And I asked it to give me what are my areas for improvement. And it was excellent. That's a very good prompt. It told me exactly what I like. It basically told me exactly what my 360 told me, but in a much more concise way. And certain things is really excellent. Strategy. I don't know. I don't know the answer to that question. I would say there's probably still some. The thing about AI is that it's really good at kind of known things. I still think that there's going to be some amount of human ingenuity necessary for certain types of strategy.
39:46So, again, it may be that it just becomes a very premium thing. Okay. Project manager. Oh, no. I don't think that's going to go away. In my experience, project managers, if you need multiple people working on something, really good project managers have really good EQ and end up figuring out why a project is not working. And a lot of times the project is not working because that person doesn't get along with that person. Stuff like that, I think that's going to be hard. Again, there's parts of the process that can be automated. But in general, I can't imagine that the AI is going to be really good at, you know, sitting two people there and being like, you two are not getting along.
40:29You need to start getting along. That seems hard. So as someone who's running a company, do you think there are any positions that are going away in the nearest future or are they just going to be transformed? I think most of it is going to be transformed. And I think what I think will happen is that some companies, particular companies that are not growing a lot, are going to find that they can do the same with fewer people. So it may not be very specific professions, but it will be like, do we need 100 people doing customer service or can we do so with only 10? I think that will happen. The entire profession going away is kind of hard.
41:05I mean, even customer service, where a lot of people say like, ah, customer service is going to go away. You probably still need a couple of humans. Still need to orchestrate that. Yeah, you probably still need some people to orchestrate it. So I do think that you'll find some companies that will need fewer people over time. Yeah, I totally feel that we wanted to hire someone who would do my scripting for Instagram. But then I'm like, okay, I'll just try a quad. And then I created a quad project. And it was so good. I'm like, okay, I don't need to hire anyone. My social media manager can just do that now.
41:35So it's basically doing more with less people. Would you want to start again in 2026? If you could, like if you could go back to how old you were when you started. I probably would start again. But if you ask me to choose between whether I want to start today or 15 years ago, I'm very happy we started 15 years ago. Yeah, because we now got to this point where, you know, with Duolingo, we have a lot of money because we're profitable. We have like, I don't know, more than a billion dollars in the bank. We have a large user base. We have a large install base. So I feel pretty good about the situation that we're in.
42:15Whereas if we were to start today, boy, I don't know. I mean, it's pretty hard to start today, I think. I mean, I would do it. What would you start? Same thing? If Duolingo didn't exist? Yeah. I mean, given that Duolingo exists, I don't know if I would start that. Would it be languages or something else, like teaching people AI or chess? No, I would start with languages. Interestingly, I am personally not a major language learning nerd. I'm not. Neither is my co-founder, Severin. What is interesting is that in retrospect, I'm very happy we started with languages. I don't know of another subject, even though we've done a lot of research, I don't know of another subject that gets learned as much.
42:53If you look, there's about 2 billion people in the world learning languages. That's the number. Any other subject is less. Not even math? Math is a billion. Oh, really? One billion people. Math is basically, you know, the number of people learning math in the world is highly, highly correlated, like identical almost, as the number of people in the world that are in K-12 education. There's about a billion. Nobody is learning math. So nobody is learning math for pleasure. No. As a hobby? I mean, I'm sure there are, but this is a tiny fraction of the population. So math has about a billion. Anything, you know, chess is like 100 million, something like that.
43:28Any subject, K-12 science is a few hundred million. Programming is like 20 million. And when it comes to spending money, is... So language is 60 billion. It depends on who's spending the money. Yeah. Governments are spending a ton teaching math, but it's governments. and that's hard the money is hard to get to because the governments are but so there's probably more spend on math but it's because it's the government and what about so consumers it's still language i think so by the way of those two billion people that are learning language about 1.8 billion are learning english yeah so english is just really big it's crazy i didn't realize that because i thought it would be like math or now ai maybe software engineering you and i live in a bubble We do.
44:12That's true. Because we got out of their cultures into this bubble. And now we're here and we forget. I mean, maybe programming right now with AI coding, who knows what's going to happen. But a few years ago, whenever we would meet investors, they would be like, you know, the thing everybody wants to learn is coding. Yeah. It's about 20 million people in the world that were learning coding. That's it. Maybe they're willing to pay more. Like if you want to take a programming course, you probably pay like a thousand, two thousand because you know you're going to get a job. Yes. With language, it's a long, long journey.
44:39Yes, 100%. Now, if we're an app, this is one of the reasons we never did programming. We as an app cannot charge$10 ,000. It's an app. Like, we charge$6 a month. That is how much we charge. Maybe we could charge$20 a month. We can't charge$10 ,000. So this is why we go for things that have hundreds of millions of people learning them. Because we need to be a larger business. And so these things that require people paying. Like service business. Yeah. Yeah. Yeah. Wow. That's fascinating. Thank you so much. Thank you for being positive in 2026. That's really rare. Okay. Thank you. I'm nervous, but it's no use to be thinking like the world's going to.
45:22Going outside Silicon Valley. I was expecting you to say, oh, I use OpenClaw to automate all the reports. I'm not writing my emails. You're not saying that. Same Gary Vaynerchuk. I was expecting him to do like, oh, this is my con is full automation. But he said, I just hired two copywriters. I'm like, okay, New York is very different from Silicon Valley. And it's very refreshing. And for everyone who's watching, it's a great idea to start a business like helping people learn AI. I think so. Thank you so much. Thank you. I mentioned Gary Vee several times throughout this episode. I actually filmed a podcast with him on the same trip when I filmed Louis.
46:01He's thinking positively about everything that's happening right now. So if you're someone who wants to start a business now, but if you're afraid that a bigger company is going to take over, watch that episode. It's going to give you a lot of enthusiasm about starting in 2020. USAA knows dynamic duos can save the day, like superheroes and sidekicks or auto and home insurance. With USAA, you can bundle your auto and home and save up to 10%. Tap the banner to learn more and get a quote at usaa.com slash bundle. Restrictions apply. It's tax season, and at LifeLock, we know you're tired of numbers.
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Luis von Ahn built Duolingo into a company with 100M+ monthly active users and $1B in the bank — and he's never done a single layoff. While every other CEO is blaming AI for firing people, he's hiring more.
In this episode, Luis breaks down exactly how his team used AI to build a chess course from scratch in 6 months — two people, no engineering background, no chess knowledge. It now has 7 million daily users. That's the real story of what AI can do for your career, if you know how to use it.
We also get into: why "AI is taking your job" is mostly a lie companies tell to cover over-hiring, what happened when Duolingo's stock dropped 82% and why Luis has zero regrets, the one mindset shift that lets him not check the stock price every day, and his honest takes on which jobs are actually going away — translator, teacher, social media manager, strategist, project manager — gone in 5 years, gone in 10, or not going anywhere.
If you're trying to figure out what to do with your career or business right now, this conversation will reset your thinking.
Keywords: AI jobs future, career and AI, Duolingo CEO, Luis von Ahn, AI replacing jobs, future of work, AI startup, vibe coding, education AI, Silicon Valley Girl podcast
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