Letters by company

Duolingo, Inc.

1 letter discussing DUOL. Everything written about it on this site is on its ticker page.

Social Capital 2025 Annual Letter Social Capital doubled down on working businesses, prepared its portfolio for an AI-driven geopolitical realignment, and launched 8090’s Software Factory after refining its product and go-to-market strategy. Chamath Palihapitiya argues that durable AI bottlenecks lie in physical assets such as critical minerals, energy storage and actuation, while AI threatens software terminal values and favors shorter investment horizons. 2025 TSLA $1.5T