Georgia Anderson

Georgia Anderson asked whether the significant actions taken to fix the issue are primarily structural/technical fixes to internal data feedback loops and AI, or if the rebound is expected from a strategic shift in budget allocation.

Answer

Oran Holtzman, Co-founder and CEO, Oddity Tech, confirmed that the fixes involve both infrastructure, offering adjustments, and signal adjustments. He emphasized the company's in-house capabilities, allowing them to run dozens of variants simultaneously and address the problem more effectively than most companies.

Georgia Anderson inquired about the Total Addressable Market (TAM) for METHODIQ, asking if it's defined as all chronic skin sufferers in the U.S. or globally, or a narrower cohort. She also asked about key milestones or KPIs that would indicate METHODIQ is successfully scaling towards its full TAM.

Answer

Lindsay Drucker Mann, CFO of ODDITY, explained that the TAM is viewed in terms of the number of people (e.g., 50 million Americans with acne, 30 million with hyperpigmentation, 30 million with eczema), believing technology will expand the market by reducing friction in accessing care. Oran Holtzman, Co-founder and CEO of ODDITY, listed early KPIs for METHODIQ's success, including user acquisition, repeat rates, app downloads, open rates, and weekly check-ins, which will guide scaling decisions.

Georgia Anderson inquired about the total addressable market (TAM) for Methodic, asking if it encompasses all chronic skin sufferers in the U.S. or globally, or a narrower cohort. Anderson also sought information on key performance indicators (KPIs) or milestones that would indicate Methodic is successfully scaling towards its full TAM.

Answer

Oran Holtzman, Co-founder and CEO, ODDITY, listed early KPIs for Methodic, including user acquisition, repeat purchases, app downloads, open rates, and weekly check-ins, which will guide scaling decisions. Lindsay Drucker Mann, CFO, ODDITY, defined the TAM by the number of people (e.g., 50 million with acne in the U.S.), believing that technology will expand the market by reducing friction and improving access to care, leveraging existing Oddity users with similar skin concerns.

Georgia Anderson inquired about the language availability on the Duolingo Max tier, the rollout plan, and the challenges associated with adding more difficult, non-romance languages.

Answer

CEO Luis von Ahn explained that Max already covers the top languages by demand (e.g., English, Spanish, French), which account for the vast majority of users. He noted that adding non-romance languages like Japanese is more challenging, not just technically, but because the steep learning curve for users requires significant adaptation of features like 'Video Call' to be effective for beginners.