Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education

Severin Hacker is the Co-Founder and CTO of Duolingo, the world’s most downloaded education app with over 100 million monthly users. Since its 2021 IPO, Duolingo has reached a market cap of $20BN. The company has raised over $183M from top-tier investors including CapitalG, Kleiner Perkins, Union Square Ventures, NEA, Ashton Kutcher, and Tim Ferriss. Severin is also an active angel investor, with standout bets including Decagon, one of the fastest-growing AI-native dev shops globally. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:07 Duolingo’s AI Pivot: What “AI-First” Actually Means 02:58 The 12-Year Bottleneck Duolingo Crushed with AI 14:05 Will Duolingo Have More or Fewer Engineers in 5 Years? 16:16 Will AI Kill the CS Degree? 25:33 Is AI Integration Causing Margin Pressure at Duolingo? 39:10 Chess in Duolingo 43:28 Would Duolingo Open a Physical School? 57:24 Which Conventional Rules Are Worth Following? 01:04:19 How Do You See Competition and Value Distribution in EdTech? 01:06:30 Do You Think Europe Is Becoming Irrelevant? 01:16:26 Two Biggest Mistakes Duolingo Made 01:22:16 Why Union Square Was the Only VC to Say Yes 01:24:18 The Real Value of Tier 1 VCs (Even at Worse Terms) 01:29:10 If Duo Were Private Today, Would You Still Go Public? 01:34:30 Quick-Fire Round 01:35:53 Duolingo’s Secret Sauce: What Investors Always Get Wrong ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Severin Hacker on X: https://twitter.com/severinhacker Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #severinhacker #duolingo #founder #chess #languagelearning #llm #edtech #openai #ai

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