Meta Muse could eat Duolingo's lunch: the unhinged mascot playbook behind AI agents

SimonBalmain · x · 2026-09-23

The author argues Duolingo could have been the AI agent for the masses but built an audience that hates AI; Meta's Muse could eat its lunch as people learn languages with Muse and turn it into content. Meta is now copying Duolingo's unhinged mascot playbook — the CEO admitted DAU stopped growing and the stock fell when the brand got serious. TLDR: for AI agents, unhinged mascots win.

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