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This afternoon, Coursera reports its first quarterly earnings since the Udemy deal closed. Yesterday, it announced a $100 million investment in LearnVector, a new AI learning company founded by Andrew Ng. LearnVector’s domain was registered exactly one month ago and somehow it’s worth $300M? It’s a single page website with five open roles in Mountain View, and a promise of a first product in early 2027. Its founder is the co-founder of Coursera and the chairman of its board. If my reading of t

Both Coursera and Udemy started 2025 with new CEOs. Greg Hart took over at Coursera in February. Hugo Sarrazin started at Udemy in March. Less than a month into the job, both CEOs were in conversations to sell their companies. On April 8, Hart and Sarrazin met for the first time at ASU+GSV. The rest, as they say, is history. In my 5,000-word analysis of Coursera’s acquisition of Udemy, I called the deal rushed. Two new CEOs, both less than a year into the job, merging two public companies. I w

Frustrated with handling unpaid customer support for a platform with 8.6 million paying subscribers, Duolingo’s Reddit community takes dramatic action against the $16.2 billion language learning company