Duolingo's Efficient Frontier

Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer

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…

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