A human analysis of financial documents reveals what AI content farms missed: Duolingo’s GenAI features are undermining its own profit margins.

Both Coursera and Udemy started 2025 with new CEOs. Greg Hart took over at Coursera in February. Hugo Sarrazin started at Udemy in March. Less than a month into the job, both CEOs were in conversations to sell their companies. On April 8, Hart and Sarrazin met for the first time at ASU+GSV. The rest, as they say, is history. In my 5,000-word analysis of Coursera’s acquisition of Udemy, I called the deal rushed. Two new CEOs, both less than a year into the job, merging two public companies. I w

In October, Class Central wrote about CreativeLive shutting down on December 31, 2025. That article led to a series of events that actually saved the platform. Just two weeks before the deadline, on December 15, CourseHorse, an online marketplace of live classes, workshops, and experiences, acquired it for an undisclosed amount. The website is no longer closing at the end of the year. In 2021, Fiverr acquired it for $11 million. Four years later, in May 2025, the platform stopped accepting new

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