Insights
Notes from our work in education.
Essays, market observations, and the occasional contrarian take. Written for founders, operators, and anyone trying to understand where education is going.
Founders·2025
Why Education Founders Need Specialized Investors
Generalist capital can fund anything. Education founders deserve more than capital.
Markets·2025
The Future of Student Engagement
Engagement isn't an entertainment problem. It's a design problem about agency and relevance.
Markets·2025
Why Education Services Businesses Remain Undervalued
The market still penalizes services revenue in education. We think that's backwards.
AI·2025
AI Won't Replace Teachers — But It Will Change Their Workflow
The most interesting AI products in education aren't trying to replace anyone.
Workforce·2025
Preparing Students for Dynamic Work
Schools were designed for a world that no longer exists. The fix is not nostalgia.
Founders·2025
What Great Education Founders Understand About Human Motivation
The best operators in education are quiet experts in why people show up.