Excellent deep dive, Rob! This is a LOT of information that helps supplement my knowledge on the company. One thing I’m really banking on by the end of this year is the ongoing improvements on Lily the AI tutor. If this upgrade helps to boost their paid/free subs KPIs, then things start getting very interesting!
The AI Tutor is definitely the wildcard for 2026. If they can make chatting with Lily feel less like a 'test' and more like a 'conversation,' the retention on the Free-to-Paid funnel should spike.
I admitted my Italian skills are gone, but I know some of you have 1,000+ day streaks. For those long-time users: do you feel the app is getting 'pushier' with monetization lately, or does it still feel balanced? That 'pushiness' is a key metric for churn risk.
Excellent piece! Thanks for sharing!
Thank you for the kind words Dimitris! Glad you liked it.
Excellent deep dive, Rob! This is a LOT of information that helps supplement my knowledge on the company. One thing I’m really banking on by the end of this year is the ongoing improvements on Lily the AI tutor. If this upgrade helps to boost their paid/free subs KPIs, then things start getting very interesting!
Thanks, Joe!
The AI Tutor is definitely the wildcard for 2026. If they can make chatting with Lily feel less like a 'test' and more like a 'conversation,' the retention on the Free-to-Paid funnel should spike.
Fingers crossed for the year-end updates!
Yes, agreed! They need to make it feel real and seamless to really take off.
I admitted my Italian skills are gone, but I know some of you have 1,000+ day streaks. For those long-time users: do you feel the app is getting 'pushier' with monetization lately, or does it still feel balanced? That 'pushiness' is a key metric for churn risk.