-17%

est. 2Y upside i

AI & MLSeries C

Speak is a language learning app that sets users on the path to fluency with the world’s most advanced AI tutor. Built on the core learning philosophy of getting users speaking out loud as much as possible, Speak's AI language-learning experience encourages dynamic two-way dialogue through personalized content and real-time speech recognition.

Rank

#1739

Sector

EdTech / AI Consumer

Est. Liquidity

~4Y

Data Quality

Data: Medium

Well-executed AI language product with $100M ARR and OpenAI backing. $1B at 10x ARR is aggressive but validated.

Last updated: March 22, 2026

Bull (25%)+160%

Default AI conversation tutor globally; $500M+ ARR; IPO at $2.5B+.

Base (50%)+55%

$250M ARR by 2028; acquisition at 6x = $1.55B.

Bear (25%)-45%

Duolingo adds AI conversation; Korean market saturates; exit at $480M.

Est. time to liquidity~4.0 years

Preference Stack Risk

moderate

Funding Intensity

16%

$162M on $1B (16.2%).

Dilution Risk

moderate

May need 1-2 more rounds.

Secondary Liquidity

limited

No known secondary.

Engineering 12 roles

Learning & Curriculum 11 roles

Operations 4 roles

Design 1 role

Product 1 role

View all 45 open roles at Speak

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Speak's data — designed to show you've done your homework.

  • 1

    12-month retention rate?

  • 2

    Korean vs other market CAC/LTV?

  • 3

    OpenAI relationship structure?

Community

Valuation Sentiment

Our model estimates -17% upside. What do you think?

Anonymous. Do not share material non-public information.


Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.