Core Business & User Growth - Duolingo currently supports learning languages, math, music, and chess [1] - Duolingo has approximately 130 million monthly active users [1] - The company aims to reach 1 billion users learning useful skills on their phones [2] AI Integration & Strategy - AI is considered crucial for Duolingo's teaching approach, a core principle since its launch 13 years ago [3] - Duolingo has been an early adopter of new technologies [4] - AI enables the creation of more content than previously possible [5] - AI facilitates features like conversational practice, which were previously unattainable [5] - The primary goal of using AI is to teach more people and improve the quality of teaching [4][5]

We want to teach multiple subjects. I mean at the moment you can already learn certainly languages on Dualingo and that's what we're most well known for but you can also learn math and music and of late chess. Uh and ultimately the idea is I mean you know we're we're around 130 30 million monthly active users.Uh the idea is to have a billion people uh really learning uh useful things on their phone as opposed to doom scrolling. That's that's really what we're trying to do. just tell us where you stand in te ...

In making M&A is showing growth. Just tell us the vision, because many would say, okay, Duolingo is about language learning, but it's actually about a broader education offering right now. Yeah.I mean, ultimately we want to teach multiple subjects. I mean, at the moment you can already learn certainly languages on Duolingo, and that's what we're most well known for. But you can also learn math and music and of late chess.And ultimately, the idea is, I mean, you know, we're around 130 million monthly active ...

best deals now at VF AECOM. >> We are back. The IPO market showing some new signs of life lately, leading some to suggest the activity will continue to pick up in the months ahead.Let's welcome in Ashley McNeil, head of Equity Capital Markets for Vista Equity Partners. Good to see you again. You too.Are we at that precipice now of some good things happening. >> I think we are. We're coming off one of the busiest months in IPOs that we've seen in years.I mean, July had what, ten IPOs for 4.3% billion. And th ...

Group 1 - Capgemini announced the departure of William Rozé, CEO of Capgemini Engineering, effective July 31, 2025, to pursue other projects [1] - Aiman Ezzat, CEO of Capgemini, expressed gratitude for Rozé's contributions, particularly in building Capgemini Engineering into a market leader and integrating Altran [2] - William Rozé joined Capgemini in 2020 through the acquisition of Altran and became CEO of Capgemini Engineering in 2021 [2] Group 2 - Capgemini is a global business and technology transformation partner with 350,000 team members in over 50 countries [3] - The company reported global revenues of €22.1 billion for the year 2024 [3]

Open Source & Community - Open source projects lacking community contribution tend to be unsustainable [7] - Governance is critical for open source projects, influencing their long-term popularity [3] - The balance between users and contributors is critical for open source projects [7][8] AI & Open Source - AI can be a tool to remove the toil, allowing communities to focus on their passion [18] - The industry is trying to bridge the gap and enable individuals with domain expertise to contribute to AI models without deep AI knowledge or high training costs [9][10] - The goal is to make AI a tool that amplifies human ingenuity, allowing users to shape it for their tasks [19][20] - IBM seeded the granite model with the belief that giving it away for free will foster incredible innovation [6] Challenges & Future - The open source community may face challenges such as concerns about security, collaboration, and geopolitical issues that could fragment open source models [31] - The industry needs to be patient, persistent, and confident to get through the cycle of being ignored, laughed at, fought, and then winning in open source [23][24][25] - The younger generation's passion and belief in open source are consistent, giving hope for the future of technology [28]

There's been some speculation and reporting that chat GBT might come out with its own browser. How much of a threat would that be to Google and Alphabet. It's a real threat to Google specifically because they've been kind of dropping the ball on the browser enhancements, right.So, generative AI has now been around for two years. It should have been by now embedded into the Google browser where uh the browser itself learns about what are the types of things you're doing and can assist you as an AI agent on t ...

Core Insights - A significant transformation is occurring within the U.S. military that may favor Palantir Technologies [1] - The rise of generative AI has captured attention across various sectors, leading to increased productivity and numerous applications [2] - Palantir has emerged as a key player in this trend, with its stock appreciating 85% in 2023 and 1,760% since late 2022 [3] Contractual Developments - In May 2024, Palantir secured a $480 million, five-year contract with the U.S. Army for the Maven Smart System, which utilizes AI for battlefield intelligence [5] - The contract was expanded in September with an additional $99.8 million to enhance access across all military branches [6] - By May 2025, the total contract value increased to over $1.3 billion, driven by growing demand for the system [7] Demand and Usage - Palantir's strategy hinges on increasing demand as users discover the diverse applications of its systems [8] - The U.S. Army is expanding its AI capabilities, indicating a long-term commitment to AI in modern warfare, which positions Palantir favorably [10] Financial Performance - Palantir's revenue for Q1 was $884 million, reflecting a 39% year-over-year growth, with U.S. commercial revenue growing 71% [12] - The company's "Rule of 40" score stands at 83%, indicating a strong balance of growth and profitability [13] - Remaining performance obligations rose 46% to $1.9 billion, while the remaining deal value in the U.S. commercial segment increased 127% to $2.32 billion [14] Valuation Considerations - Palantir's stock is currently valued at 82 times forward sales and 234 times forward earnings, which may deter some investors [15] - Despite high valuations, the adoption of AI is still in its early stages, suggesting potential for future growth [16]

Core Viewpoint - PTC Inc. has experienced a significant increase in share price due to potential buyout interest from Autodesk, alongside strong financial forecasts and growth in product offerings [2][3]. Financial Performance - PTC shares ended the last trading session 17.6% higher at $210.47, with a notable trading volume [1] - The company has increased its free cash flow forecast for fiscal 2025 to $840-$850 million, reflecting a growth of 14-16% from the previous estimate [3] - Revenues for fiscal 2025 are projected to be between $2,445 million and $2,565 million, indicating a year-over-year rise of 6-12% [3] - Non-GAAP EPS is now estimated in the range of $5.80-$6.55, suggesting a rise of 14-29% [3] - The upcoming quarterly earnings are expected to be $1.22 per share, representing a year-over-year change of +24.5%, with revenues expected at $582.38 million, up 12.3% from the previous year [4] Market Position and Strategy - PTC is focused on mission-critical products and emphasizes verticalized go-to-market strategies to meet customer needs effectively [3] - The company is expanding its product portfolio to capture new customers in emerging IoT and AR/VR markets, with plans to integrate generative AI into its offerings [4] Industry Context - PTC Inc. belongs to the Zacks Computer - Software industry, which includes other companies like Simulations Plus [6] - Simulations Plus has seen a significant change in its EPS estimate, reflecting broader trends within the software industry [7]

AI Coding Agents: Efficacy and Usage - Coding agents are substantively useful, though opinions vary on their best practices and applications [1] - The number one mistake people make with coding agents is using them the same way they used AI coding tools six months ago [1] - The evolution of frontier model capabilities drives distinct eras in generative AI, influencing application architecture [1] Design Decisions for Agentic LLMs - Agents should make edits to files without constant human approval [2] - The necessity of a thick client (e.g., forked VS Code) for manipulating LLMs is questionable [2] - The industry is moving beyond the "choose your own model" phase due to deeper coupling in agentic chains [2] - Fixed pricing models for agents introduce perverse incentives to use dumber models [2] - The Unix philosophy of composable tools will be more powerful than vertical integration [2] Best Practices and User Patterns - Power users write very long prompts to program LLMs effectively [4] - Directing agents to relevant context and feedback mechanisms is crucial [5] - Constructing front-end feedback loops (e.g., using Playwright and Storybook) accelerates development [6] - Agents can be used to better understand code, serving as an onboarding tool and enhancing code reviews [9][11] - Sub-agents are useful for longer, more complex tasks by preserving the context window [12][13]