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  • Duolingo Is Crushing It — and So Does California 📚🏠💪

Duolingo Is Crushing It — and So Does California 📚🏠💪

Plus: Big Tech’s ad party might be ending, and California is flexing hard on Japan. Let’s dive in.

Biz Analyst Club Newsletter
by The Business Model Analyst

Hello, Biz Enthusiasts!
Big Tech is bracing for an ad slowdown (and possibly their next midlife crisis), Revolut is making it rain profits, Duolingo is winning at everything (except subtle push notifications), and Google just remembered it owns offices and wants people inside them. Meanwhile, wastewater energy is a thing now, and California flexed so hard it passed Japan’s economy. 🚀🌎 Let’s dive into a week where even flushing is getting a tech upgrade.

Hot Takes 🚀

1. Big Tech’s Ad Money Machine Is Slowing Down 📉💸
Thanks to new tariffs, companies are cutting digital ad budgets faster than a marketer at an intern fair. Meta could lose up to $10B just from China alone. If you listen closely, you can hear a CFO somewhere weeping into their fourth quarter projections.
👉 Here’s why Big Tech’s ad party might be ending

2. Revolut Just Pulled Off a $1B Profit Year. 🔥💳
While most startups are still debating whether "vibes" count as a business model, Revolut posted $1B in profit and grew its user base 38% to 52.5M. Oh, and launched a crypto exchange on the side. Basically, it’s banking... but make it sexy.
👉 See how Revolut is redefining neobanking

3. Duolingo Is Printing Cash and Users Like Crazy 📚🤑
45% revenue growth. 54% more daily users. And yes, they’re still sending you that “Your streak is crying” email. Duolingo is crushing it — and they raised their full-year guidance because why not?
👉 Peek inside Duolingo’s record-breaking quarter

4. Google to Remote Workers: Office or Else 🏢😬
Remember that "work from anywhere" dream? Google would like you to wake up — at your desk. Some remote workers are now being told to come back three days a week or… you know, find somewhere else to Slack from.
👉 Here’s why Google is (literally) pulling people back

5. California Just Passed Japan as the 4th Biggest Economy 🌎🚀
California now has a $4.1T economy, officially leapfrogging Japan. It's the startup founder of states — fast growth, big dreams, slight existential crises. Next up? Outrunning India by 2026 (if they can dodge federal tariff drama).
👉 See how California just flexed on the world

Quick Hits 📰

Blue Ocean Strategy Presentation Template

Looking to craft a business strategy that leaves the competition behind? Our Blue Ocean Strategy Presentation Template gives you everything you need to showcase bold ideas, fresh market opportunities, and powerful value propositions. Designed for entrepreneurs, consultants, and innovators, this template makes it easy to map out your strategy, captivate your audience, and chart a clear course into untapped markets.

Get ready to present like a true strategist — and make waves where no one else is swimming.

Feeling smarter? Inspired? Ready to carve a wooden spoon and start your fintech empire? Same. Stay curious, stay caffeinated — and maybe don't ignore Google's next email. (It might say “report to the office…or else.”) 😅

Always deliver more than expected.

Larry Page

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