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Duolingo creators lean constructive but split on whether the pivot earns investor trust
Brian Stoffel framed the bottom line as Duolingo having trouble earning investors' respect because it is trying to pivot, and said whether it can pull that off has been called into question. He added that if they can fix the front door it is a phenomenal opportunity today, but called the thesis very uncertain as he watches it. Joseph Carlson struck a more decisive tone, saying that as of now he remains bullish, at least until the next earnings report.
Why it matters: Creators tie Duolingo's near-term reception to whether it can execute its pivot and win back investor respect, per Brian Stoffel.
The short-term view: Joseph Carlson said he remains bullish for now, at least until the next earnings report.
narrative generated Jul 10, 2026
Supporting receipts
Watch video ↗No timestamp available in this export.at least until next earnings report, and we'll see what happens with this one. But as of now, I remain bullish.
— Joseph Carlson
