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Edtech Conversations with Fexingo: Online Learning, Schools, and Education Software

Edtech Conversations with Fexingo: Online Learning, Schools, and Education Software

By: Fexingo
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Lucas and Luna examine the business of education technology, from K-12 software procurement to the economics of lifelong learning platforms. Each episode takes one specific edtech segment—adaptive tutoring algorithms, university-backed MOOC spinoffs, classroom hardware refresh cycles—and traces the revenue models, customer acquisition costs, and regulatory pressures that define it. They discuss real company cases: Byju's debt restructuring, PowerSchool's private equity play, Coursera's B2B pivot, and the slow adoption of AI grading tools in U.S. districts. Lucas brings the numbers—public filings, enrollment data, district IT budgets—while Luna asks about teacher buy-in, equity gaps, and what actually drives student outcomes beyond the pitch deck. The show is for product managers at edtech startups, school district administrators evaluating vendors, and investors tracking the sector's shift from growth-at-all-costs to profitability. No hype about 'transforming the classroom'—just the actual unit economics of selling software to cash-strapped schools. Can an edtech company scale without sacrificing learning outcomes, or is the business model fundamentally at odds with educational equity? #Edtech #OnlineLearning #K12Software #Coursera #Byjus #PowerSchool #AdaptiveLearning #Mooc #DistrictIT #EdtechFunding #EducationPolicy #LifelongLearning #AIinEducation #SchoolTechnology #EdtechBusiness #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How Degreed Tried to Decouple Credentials from Degrees

    How Degreed Tried to Decouple Credentials from Degrees
    May 29 2026
    In this episode, Lucas and Luna explore the rise and reset of Degreed, the company that bet that skills—not degrees—would become the new currency of the workplace. Launched in 2012, Degreed raised over $400 million from investors including GSV and Owl Ventures, promising to unbundle higher education into lifelong learning pathways. But by 2025, the company had pivoted from consumer to enterprise, slashed headcount, and faced tough questions about retention and revenue per user. Lucas breaks down Degreed's original thesis—that professional credentials should be stackable and portable—and where it collided with reality: employers still hire for degrees, learners don't stack credentials without a job offer, and enterprise sales cycles are long and expensive. He compares Degreed's trajectory to Guild Education and Workday's learning modules, asking whether the skills-based future is real or still a decade off. Luna pushes back on the feasibility of decoupling credentials from institutions, citing data from a 2025 LinkedIn survey showing that 78% of hiring managers still filter by degree. Together, they ask: is Degreed a cautionary tale or a pioneer that was simply too early? #Degreed #SkillsBasedHiring #Credentials #CorporateLearning #Edtech #LifelongLearning #UnbundlingEducation #GSV #OwlVentures #GuildEducation #Workday #LucasAndLuna #BusinessPodcast #FexingoBusiness #EdtechPodcast #EnterpriseSoftware #TalentDevelopment #FutureOfWork Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • How Guild Education Transformed Tuition Assistance into Career Mobility

    How Guild Education Transformed Tuition Assistance into Career Mobility
    May 29 2026
    Episode 17 looks at Guild Education, the company that partnered with Walmart, Chipotle, and Discover to turn tuition assistance into a real career mobility engine. Lucas and Luna walk through how Guild built a model that actually moves frontline workers into higher-skilled roles — without the fraud and low completion rates that plague traditional employer tuition reimbursement. They break down the numbers: Walmart saw a 96% employee retention rate among program graduates, and Chipotle used Guild to convert crew members into general managers. The hosts also examine Guild's $4.4 billion valuation in 2024 and the tension between serving workers and serving corporate clients. This episode is for anyone interested in edtech that targets the 64 million Americans without a college degree, the business case for investing in frontline talent, and why Guild's 'coach plus software' approach may be the most durable model in workforce education. #GuildEducation #WorkforceDevelopment #TuitionAssistance #Edtech #CareerMobility #FrontlineWorkers #Walmart #Chipotle #Discover #EmployeeRetention #Upskilling #EducationBenefits #Business #Technology #FexingoBusiness #BusinessPodcast #EdtechConversations #OnlineLearning Keep every episode free: buymeacoffee.com/fexingo
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    13 mins
  • How Anthology Leveraged AI to Personalize Higher Ed at Scale

    How Anthology Leveraged AI to Personalize Higher Ed at Scale
    May 28 2026
    In this episode of Edtech Conversations with Fexingo, Lucas and Luna explore how Anthology, the higher-education software powerhouse born from the Blackboard-Campus Labs merger, is using artificial intelligence to personalize the college experience for millions of students without breaking faculty trust. They dive into Anthology's AI-powered advising tool that analyzes student engagement data to predict dropout risk and suggest interventions — a system currently used by over 400 institutions. Lucas argues that Anthology's advantage isn't the algorithm itself, but the decades of institutional data it has to train on. Luna pushes back on privacy concerns and the risk of over-reliance on automated nudges. Together, they examine whether AI in higher ed can actually improve graduation rates without turning students into data points. The conversation stays grounded in one concrete example: how the University of Texas at Austin used Anthology's platform to reduce first-year attrition by 12 percent in two academic years. #Anthology #Blackboard #CampusLabs #HigherEducation #AIinEducation #PersonalizedLearning #StudentSuccess #UniversityOfTexas #Edtech #EdtechPodcast #AI #DropoutPrediction #LearningAnalytics #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #EducationSoftware #DataPrivacy Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
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