Stephen Downes

Probably the biggest market news stories last year were the Byju's bankruptcy and the Coursera-Udemy merger, and as this report (43 page PDF) outlines the main business news from the ed tech sector was a decline in investment and broad consolidation combined with an uptick in activity in Europe. There's some clever marketing from Oppenheimer as one of the slides is opaqued (the one with all the logos that people love to use on slides) and you have to email them for it. I did not. If I were in the business of edtech business, I would expect some big swings in the marketplace, as with all industries that are fundamentally software and service based. Today we're mostly seeing AI-wrappers for existing services. But eventually new models have to begin to emerge. Via Matt Tower.