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From here, we will see an ecosystem grow up around these online offerings that moves them up the product performance curve over time. In ten years, we may very well see three main options - either you pay up to go to an Ivy League school, get an affordable education with the full college experience at a state school, or learn primarily online and r... See more

Our thesis is that online, self-directed learning hasn't fully substituted colleges (even though all the content is out there!) because college actually provides great learning environments.

We’ve seen with companies like MissionU the trouble of immersive programs marketing themselves as a college replacement. Immersive programs need to think carefully about their marketing and consider an agnostic approach to replacing college. Higher ed is a very developed industry and things haven’t changed for a reason. On the other side, Minerva S... See more

If kids are reading this, depending on who you are, college is probably still worthwhile right now, but 5 years from now, I expect things will be quite different. Peter Thiel has run a really interesting experiment with his Thiel Fellows program whose graduates (including Ethereum founder Vitalik Buterin) have done far better than university propon... See more

We’ve recently had this big debate over whether or not college loans should be forgiven. The conversation has all been around “is it fair to burden kids with so much debt or is it fair to effectively punish the people who repaid their loans?” I think both of those are besides the point. The real issue is that the value proposition of going to coll

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Even as the cost of tuition increased, the value of university went unquestioned. Colleges bundled education and signaling. Students who thrived in boring classes signaled traits to employers, like conscientiousness, intelligence and conformity. Now, due to the proliferation of information on the internet and the rise of affordable and effective al... See more