又担心AI 受损和竞争，我们回顾一下 duolingo 管理层的回答

最近 $英伟达(NVDA)$ 带领 AI 硬件股票持续大涨，而GPT4 首发三个应用之一的 $多邻国(DUOL)$ 再一次受到市场质疑，高盛下调整个教育板块，担心 AI 受损和竞争。2023 年 Q3 电话会议，duolingo ceo 很好的回答了这一点，我们再一次回顾一下。

先看看原文“in general for competition, we have a strong belief that the hardest thing about learning a language is staying motivated. And that is something that we really excel at.

And we just don't see our competition spending much effort and that's certainly not Google but kind of the rest of our competition.

And I think that's really -- probably the biggest thing that has made us grow a lot, it's because a lot of our users -- we give them motivation to continue going.

And that has done things, for example, we've called this stat before. In the US 80% of our users were not learning a language before Duolingo. So the reason we're getting so many of these users is because we have made learning a language so easy and so engaging that they just come.”

简单总结就是，语言学习是一个长期的过程，最难的事情是坚持学习，duolingo 让坚持语言学习变得更容易了，所以用户增长很快，留存也很好。

用过 duolingo 的人应该很清楚，duolingo 的学习教材是动态的，个性化的，会根据你学习反馈的结果来动态变化，所以学习过程中不会因为太难而放弃，也不会因为太容易而浪费时间，这其实就是孔子讲的“因材施教”。duolingo 是人类历史上第一次把因材施教做到了免费，这个是里程碑的，所以也具有巨大的商业价值。

这个也是我使用 304 天来的感受