AI’s Threat to Duolingo May Be Overstated
The bear case for Duolingo is built on decelerating growth, a rich multiple, elevated short interest, and the existential threat that free AI tutors could eventually... Read more.
Sportbooks’ World Cup DAUs Peaked on June 15. Kalshi’s Never Stopped Climbing.
UPDATED July 20, 2026: With the World Cup coming to an end yesterday, we’ve updated the DAU growth chart of Kalshi, Polymarket, DraftKings Sportsbook and FanDuel... Read more.
Target’s Early Results to Win Back Busy Families Are Mixed
Target finally handed the Street a quarter it could work with in May. Comparable sales grew 5.6%, the first positive print in five quarters, traffic rose 4.4% and... Read more.
Netflix Time Spent Diverges Between Younger and Older Users in Q2 2026
Last quarter, Netflix management said its expansion into video podcasts and its showing of the World Baseball Classic helped its “primary internal quality engagement... Read more.
Comcast Engagement Deepens as Time Spent Rises 17.1% YoY
CMCSA mobile performance analysis... Read more.
GenAI Chatbots: July 2026 Apptopia Data Brief, 86% of People Use Just One Chatbot
For the first time in eleven months, ChatGPT has increased its market share of mobile app DAUs in the United States. I would tell OpenAI to give itself a pat on... Read more.
Waymo’s Robotaxi Lead Is Shrinking With Zoox Taking Share
The robotaxi market spent two years as a single-name story. Waymo built the lead, logged the miles, raised the money, and everyone else was measured against it.... Read more.
Microdrama Apps Continue Scaling in the US, But Aren’t Eating Into Netflix and Premium Streamers Yet
The US microdrama market kept expanding through the first half of 2026. Across the top seven apps, monthly downloads held above 11 million and in-app purchase revenue... Read more.
Prediction Markets Are Dominating New Bettor Acquisition During the World Cup
Last week we wrote about sports betting apps reversing a seasonal lull this year due to the World Cup. That data was through June 15th. A week later, the prediction... Read more.
2026 World Cup Reverses Seasonal Lull for Sports Betting Apps
The 2026 FIFA World Cup, which kicked off June 11 in Mexico City, helped turn a normally quiet stretch of June into a strong two-week run for US betting apps. Combined... Read more.