《2025中国留学家庭调研报告》也同步发布。报告显示，步入新的发展周期，当前中国留学家庭的决策 模式与特征已发生显著转变。具体表现为:受访家庭的地域分布呈现多样化趋势；在本科留学层面，生 源明显分流至美国以外的其他地区。 文/北京青年报记者 温婧 多邻国英语测试全球考生业务负责人王妍表示，多邻国在中国市场看到了巨大的潜力和强劲的增长势 头，未来将持续加大在这里的投入。王琛介绍，自2020年进入中国市场以来，DET已覆盖中国1300多个 市县的数十万考生，助力他们跨越语言障碍，成功申请全球顶尖学府。同时，因不受线下考场的限制， DET在中国的考生覆盖正在打破传统考试的地域壁垒：除北上广深以外，有越来越多的考生来自杭州、 成都、郑州、南京、武汉、西安等城市。 多邻国分数在中国首次发布，这一功能通过一个直观的分数，让用户能有效评估语言掌握情况，并以更 具体的方式分享自己的学习进展。主办方表示，在考试公平性方面，DET持续强化安全性，通过双机位 无死角摄像、AI行为监测与专业人工复核加强安全，重点介绍了双机位模式的升级功能——考前环境 扫描，考生需先用手机摄像头完成环境检测，再将其置于第二机位开始考试。在优化考试体验 ...

Core Insights - Duolingo, a language learning app, has transformed from a university project to a "decacorn" with a market value exceeding $10 billion in under 10 years, boasting 128 million monthly active users and a revenue growth of 41% year-over-year as of Q2 2025 [2][5][12] - The company's recent strategic shift to an "AI-First" model has sparked backlash from loyal users who feel betrayed by the move away from a human-centric approach [2][29] - This transition is seen as a necessary response to the limitations of its previous content creation model, which relied heavily on human labor and was unable to scale effectively [10][11][12] Group 1: Strategic Shift - Duolingo's CEO, Luis von Ahn, announced a complete pivot to an AI-First strategy, aiming to replace human contractors with AI technology [3][20] - The decision is framed as a response to a "value misalignment," where the company's mission to provide quality education faced bottlenecks due to its reliance on manual content creation [5][10] - The company aims to leverage generative AI to enhance content production speed, personalization, and cost efficiency, with the goal of creating a new educational model [21][24][26] Group 2: User Reaction and Market Response - The announcement led to significant user dissatisfaction, with many loyal users canceling subscriptions and expressing their frustrations on social media [2][29] - Duolingo's stock price has seen a decline of 38% since reaching a peak of $529.05 per share, indicating market skepticism about the AI transition [31][36] - Concerns have been raised about the potential loss of the app's unique "human touch" and community feel, which were key factors in its initial success [33][37] Group 3: AI Implementation and Future Outlook - The integration of AI is expected to allow Duolingo to rapidly expand its course offerings, with projections of creating 148 new courses in a year compared to the 100 courses developed over the past 12 years [23][24] - The company envisions a future where AI can provide highly personalized learning experiences, tailoring content to individual user interests and goals [24][25] - Duolingo's shift to an AI-centric model is seen as a gamble that could redefine its business but also risks alienating its core user base if not managed carefully [36][37]

Core Viewpoint - Duolingo, a language learning app, is transitioning to an "AI-First" strategy, aiming to replace human contractors with AI, which has sparked backlash from loyal users who feel betrayed by this shift away from the app's original human-centric approach [3][6][36]. Group 1: Company Background and Growth - Duolingo started as a university research project with no revenue for five years and has grown into a "decacorn" with a market value exceeding $10 billion in less than a decade [2]. - As of Q2 2025, Duolingo boasts 128 million monthly active users, with a revenue growth of 41% year-over-year and a staggering price-to-earnings ratio of 200 [2]. Group 2: Strategic Shift to AI-First - The decision to pivot to an AI-First model was made by CEO Luis von Ahn, who emphasized the need to adapt to technological changes, similar to the company's previous successful shift to mobile [14][36]. - The core issue prompting this shift is a "value misalignment," where the company's mission to provide quality education clashes with its reliance on human content creators, leading to scalability and personalization challenges [13][19]. Group 3: Challenges and Limitations - Duolingo's content production has been historically slow and costly, taking 12 years to develop its first 100 courses, which is unsustainable for a rapidly expanding app [19]. - The reliance on human creators has resulted in a standardized learning experience, which contradicts the goal of personalized education [19][20]. Group 4: AI as a Solution - The introduction of generative AI is seen as a way to overcome the limitations of human content creation, allowing for rapid course development and personalized learning experiences [21][25]. - AI is expected to provide "unlimited production capacity," enabling the company to create courses in a fraction of the time previously required [25]. Group 5: New Business Model - The new business model combines gamified user engagement with generative AI, aiming to create a more personalized and scalable educational experience [33][34]. - The transition to AI is anticipated to enhance user retention and engagement by offering tailored content that resonates with individual interests [41]. Group 6: Market Reaction and Concerns - Following the announcement of the AI shift, Duolingo's stock price dropped by 38% within three months, indicating market skepticism about the company's new direction [39][48]. - Users have expressed concerns that the quality of AI-generated content may not meet the standards set by human creators, leading to a potential loss of the app's unique emotional value [47][48].

Core Viewpoint - Duolingo, an innovative AI education company, has shown significant growth and potential in the language learning market, leveraging gamification and AI technology to enhance user engagement and course development [2][3][5]. Company Overview - Duolingo was founded in 2011 by Luis von Ahn and Severin Hacker, and launched its app in 2012, utilizing a game-like approach to language learning [2]. - The app offers around 40 language courses, including popular and niche languages, all available for free, which lowers the barrier to language learning [2]. Market Expansion - Duolingo entered the Chinese market in 2019, quickly becoming its seventh largest market globally and one of the fastest-growing international markets [3]. - The company went public on NASDAQ in July 2021, experiencing a significant stock price increase from around $60 to over $400, marking a sixfold rise [3]. AI Integration - The company adopted an "AI First" strategy, automating course generation, which allowed it to create 148 language courses in just one year, compared to 100 courses developed over the previous 12 years [3][4]. - This automation has reduced costs and accelerated content creation, enabling the company to scale its offerings efficiently [3]. Marketing Strategy - Duolingo employs effective marketing strategies, utilizing platforms like TikTok and Instagram for viral marketing, achieving millions of daily exposures at minimal costs [5]. - The company reported a 49% year-over-year increase in daily active users (DAUs) to 466,000 in Q1 2025, with a low customer acquisition cost of under $2 [6]. Financial Performance - Duolingo's average revenue per user (ARPU) is approximately $6, with room for price increases, as evidenced by a recent subscription price hike [6]. - The company raised its revenue guidance for 2025 to between $9.87 billion and $9.96 billion, leading to a 22% stock price surge following the announcement [6]. Analyst Ratings - Major financial institutions have raised their target prices for Duolingo, with the most optimistic estimates reaching $600 [8]. Recent Challenges - Despite its successes, Duolingo's stock price has seen a decline of 25% since mid-May 2025, raising concerns about user retention and growth due to issues with AI-generated content [9]. - User feedback indicates dissatisfaction with AI-generated exercises, leading to a wave of uninstalls and negative reviews on social media [11]. Executive Actions - Following the peak in stock price, several executives, including the CFO and CEO, sold shares, totaling approximately $25.16 million [11].

反直觉，甚至有点反人性。 · FIN · 成立于 2011 年的多邻国，始于一个公益性质的初衷——为每个人提供平等的教育机会，在 2021 年上市 后，迎来爆发式增长，月活破亿，市值也达到 150 亿美元。与此同时，它的画风也越来越 "疯癫"，在社交 媒体上 "追杀" 忘记学习的用户，在短视频平台上跳舞、玩梗、搞抽象，TikTok 粉丝超过 1400 万。 作为一个学习类 App，多邻国让人上瘾的程度和赚钱的速度，甚至超过了不少头部的氪金手游。看最新的 季度收入，全球最赚钱的手游排行榜，把多邻国放进去，能排进前十，比目前米哈游旗下的任何一款游戏 都赚钱。 多邻国的成功实在过于反直觉，甚至有点反人性。我们找到了多邻国中国区的课程、市场负责人，和他们 聊了聊，还翻阅了官方发布的数十篇技术博客，这期视频，我们就来揭秘这个明星公司如何发家，以及它 "疯癫" 气质背后的技术理想主义。 各平台搜索 "晚点LatePost" 关注我们 好的商业故事不仅值得被读到，更值得被看到、听到、感受到。借助影像、动画、声音，视频这种载体让我们得以用更丰 富的手法去呈现复杂的商业世界，也让被讲过一遍的故事有了新的生命力。如果你是《晚点 ...