Duolingo's Efficient Frontier
Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
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In this issue:
Duolingo's Efficient Frontier
Amazon's Upside
Copilot
The Microsoft Legal Strategy
Take Rates
The Infrastructure Layer
Duolingo's Efficient Frontier
Duolingo, which just filed its S-1, can reasonably pitch itself as an education company. The main product teaches languages through bite-sized translation and transcription exercises: learn a few key…