It feels like we're watching the playbook for AI-native companies emerge in real time.<p>Duolingo’s approach, explicitly tying headcount to proof-of-automation limits, baking AI usage into performance reviews, and prioritizing AI-first systems over retrofitting old workflows, is a glimpse at how "AI-first" won’t just mean using LLMs as a tool, but rebuilding the entire operational model around them.<p>That said, it's a double-edged sword. Contract workers were crucial to Duolingo’s early scalability. Shifting to AI removes human bottlenecks, but also human nuance — and teaching language is deeply nuanced. It’ll be fascinating (and maybe a little uncomfortable) to see if mass AI content keeps Duolingo's educational quality high as they chase faster scaling.<p>AI-first might win on cost and speed. But will it still win on outcomes?