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Many of those companies like duolingo have already collapsed in stock price with YoY growth dropping off a cliff. It is happening, it just isn't instant.
by codexon 2mo ago
Many of those companies like duolingo have already collapsed in stock price with YoY growth dropping off a cliff. It is happening, it just isn't instant.
- batshit_beaver 2mo agoAnd yet those companies aren't collapsing because it became easier to rewrite their software, but because llms themselves have replaced a core part of their business (such as translation or simple art). Seems like so far the market is not convinced at all that SaaS companies as a whole are any more disruptable than before.
- StrangeWill 2mo agoThat and talking to a lot of users, Duolingo reduced the quality of their service moving to LLM generated content -- a lot of people moved to other apps.