Week in Edtech 12/17/25: Coursera–Udemy Merger Shakes Online Learning, AI Platform Wars Heat Up, Purdue Mandates AI Skills, Higher Ed Faces Consolidation, and More! Feat. Isabelle Hau of Stanford Accelerator for Learning!

Send us a textJoin hosts Alex Sarlin, Ben Kornell, Michael Horn and Dhawal Shah as they break down major moves in online learning, AI, and higher education shaping the end of 2025.✨ Episode Highlights:[00:00:00] Coursera and Udemy announce a $2.5B all-stock merger forming a 175M-learner platform[00:00:30] Michael Horn on Coursera’s growing leverage over university partners[00:02:08] Ben Kornell explores Coursera’s potential to become a global university [00:05:40] Dhawal Shah explains the financial motivations behind the merger [00:09:54] Michael Horn compares the deal to the 2U–edX acquisition [00:11:54] The hosts discuss channel power and aggregation in edtech [00:16:49] Debate on Coursera’s acquisition strategy and platform future [00:21:43] Dhawal Shah on why these businesses may perform better as private companies [00:22:33] Ben Kornell outlines Coursera’s two paths: efficiency or AI-led reinvention [00:30:24] Gaps in online learning around mentorship and advanced skills [00:35:29] OpenAI’s latest release and rising competition with Google Gemini [00:38:55] Why content and IP still matter in the AI era [00:48:36] Purdue introduces an AI competency requirement for graduatesPlus, special guests: [00:52:54] Isabelle Hau, Executive Director of the Stanford Accelerator for Learning, on human-centered and social AI in education 😎 Stay updated with Edtech Insiders! Follow us on our podcast, newsletter & LinkedIn here.🎉 Presenting Sponsor/s:Every year, K-12 districts and higher ed institutions spend over half a trillion dollars—but most sales teams miss the signals. Starbridge tracks early signs like board minutes, budget drafts, and strategic plans, then helps you turn them into personalized outreach—fast. Win the deal before it hits the RFP stage. That’s how top edtech teams stay ahead.This season of Edtech Insiders is brought to you by Cooley LLP. Cooley is the go-to law firm for education and edtech innovators, offering industry-informed counsel across the 'pre-K to gray' spectrum. With a multidisciplinary approach and a powerful edtech ecosystem, Cooley helps shape the future of education. Innovation in preK to gray learning is powered by exceptional people. For over 15 years, EdTech companies of all sizes and stages have trusted HireEducation to find the talent that drives impact. When specific skills and experiences are mission-critical, HireEducation is a partner that delivers. Offering permanent, fractional, and executive recruitment, HireEducation knows the go-to-market talent you need. Learn more at HireEdu.com. As a tech-first company, Tuck Advisors has developed a suite of proprietary tools to serve its clients better. Tuck was the first firm in the world to launch a custom GPT around M&A. If you haven’t already, try our proprietary M&A Analyzer, which assesses fit between your company and a specific buyer. To explore this free tool and the rest of our technology, visit tuckadvisors.com.

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