South Korea

5 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Jul 11, 2025 by Andrew Hsu · said 21 times in 6 episodes since 2023 · across every show →

Mentions by year

brought up most by Andrew Hsu (9), Shawn Wang (5), Joon Sung Park (2), Doug O'Laughlin (2), Noah Smith (1), Dylan Patel (1), Christina Huang (1)

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Everything said about South Korea, oldest first

Jul 11, 2025 positive
Assertion Not checkable as stated
Hsu: Speak reached several million ARR in Korea pre-Whisper
“Still a great product, by the way, you know, still grew to like several million ARR in South Korea.”
Andrew Hsu Jul 11, 2025 ▶ 25:05 Personalized AI Language Education — with Andrew Hsu, Speak
Jul 11, 2025 positive
Assertion Not checkable as stated
Hsu: Early Korean users were shocked Speak was an American company
“We had a lot of reports from users pretty early on that they were shocked that it was an American company.”
Andrew Hsu Jul 11, 2025 ▶ 18:53 Personalized AI Language Education — with Andrew Hsu, Speak
Jul 11, 2025 bullish
Assertion Partly supported
Hsu: Speak is the largest English learning app in South Korea
“So we're now the biggest English app in South Korea.”
Andrew Hsu Jul 11, 2025 ▶ 13:56 Personalized AI Language Education — with Andrew Hsu, Speak
Jul 11, 2025
Disclosure
Hsu: Speak achieved product-market fit in South Korea around 2019-2020
“Before 20, 22, when Whisper came out, when ChatGPT came out in the years, Before that, you know, like roughly two to three years is when we feel like we found PMF in South Korea and then started growing still only in that market, still only teaching English.”
Andrew Hsu Jul 11, 2025 ▶ 5:06 Personalized AI Language Education — with Andrew Hsu, Speak
Jul 11, 2025 positive
Insight
Hsu: Winning South Korea's crowded tutor market proves transferable PMF
“And our logic was basically, if we can really make headway and win this market that is chock full of these human competitor products and all these people that fundamentally care about fluency, then we probably have something pretty real and strong PMF that we …”
Andrew Hsu Jul 11, 2025 ▶ 17:51 Personalized AI Language Education — with Andrew Hsu, Speak
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