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

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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

“Andrew is literally the only person that both Sam Altman and Dario Amodei have worked for. He is going to come up with things that nobody else can come up with.” “We don’t know exactly what those inventions and innovations will look like yet, but I’m highly confident that he is uniquely positioned to come up with things that we wouldn’t have come up with on our own.” That’s Greg Hart, Coursera’s CEO, on the July 29 earnings call, the first one since the Udemy merger, explaining why Coursera p