Duolingo’s market value ($13.49B) now eclipses both Coursera and Udemy combined, driven by explosive user growth and surging quarterly revenue.

TL;DR  On the surface, Miro acquired an online learning platform. In reality, it acquired two founders, three AI products, and a team that shipped five products in nine months. Reforge Learning stays as a standalone brand. But its Insights, Research, and Build solutions integrate into Miro’s platform. Brian Balfour joins as Chief Growth Officer and Tom Willerer as Chief Strategy Officer.   When I first read that Miro acquired Reforge, I presumed Miro wanted to get into edtech. After all, M

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

This is the first major move by Udemy’s new McKinsey-veteran CEO, who is prioritizing enterprise efficiency over the founder’s product vision.