This year, Duolingo announced a major strategic shift: from monetization to user growth, with a target of 100 million daily active users by the end of 2028. To get there, it needs to grow about 25% year over year, every quarter. In Q2 2026, daily users grew 23%, to 58.7 million, the first time growth has sped up in two years. Duolingo also disclosed a roughly $10 million bonus that pays out if Q4 growth hits 25% or more. Paid subscribers grew by about 200,000 in the quarter, the fewest since 2

TL;DR  On the surface, Miro acquired an online learning platform. In reality, it acquired two founders, three AI products, and a team that shipped five products in nine months. Reforge Learning stays as a standalone brand. But its Insights, Research, and Build solutions integrate into Miro’s platform. Brian Balfour joins as Chief Growth Officer and Tom Willerer as Chief Strategy Officer.   When I first read that Miro acquired Reforge, I presumed Miro wanted to get into edtech. After all, M

Class Central, yet again, came across a 2U employee’s layoff post on LinkedIn. This is its sixth layoff (that we know of) since 2U acquired edX in 2021. The first one happened in 2022 for profitability’s sake. Since then, the company filed for bankruptcy (mostly due to the debt it took to acquire edX for $800M), took down its bootcamps, exited many university partnerships, and even got delisted from the stock market. The previous layoffs were framed as strategy shifts, realigning operations, o

A human analysis of financial documents reveals what AI content farms missed: Duolingo’s GenAI features are undermining its own profit margins.