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A human analysis of financial documents reveals what AI content farms missed: Duolingo’s GenAI features are undermining its own profit margins.

Online education company 2U implements fifth round of layoffs since its disastrous $800 million acquisition of edX in 2021.

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