The Online Learning Market Is Collapsing, And It's Good episode artwork

EPISODE · Dec 17, 2025 · 18 MIN

The Online Learning Market Is Collapsing, And It's Good

from The Josh Bersin Company · host Josh Bersin

This week Coursera announced the acquisition of Udemy, demonstrating the accelerating collapse of the 25-year old traditional online learning industry. As I explain in this podcast, this industry is not going away but it’s being quickly and radically transformed by AI. The upside here is a new, highly personalized world of professional development ahead. While courseware, certifications, credentials, and online curricula won’t disappear overnight, the business model of providers is changing very quickly. In this podcast I explain this shift and also show you how our particular Galileo business model works. As someone who participated in the birth of this industry in 1998, I could not be more excited about this new world. If you’re a corporate HR or L&D professional, this transforms your training function. If you’re a vendor or consultant, this changes your business model. And if you’re a business person or senior leader, you have an exciting new world of professional development appearing before your eyes! Stay tuned for more as this market shift accelerates. Like this podcast? Rate us on Spotify or Apple or YouTube. Additional Information How AI Is Blowing Up The Corporate Learning Market: The Whole Story The Revolution of Corporate Learning: Join The Crusade (research and case studies) Galileo: The AI Rebirth of The Josh Bersin Academy     Chapters (00:00:00) - The collapse of the online learning industry(00:07:29) - The New Paradigm of Continuous AI-(00:17:43) - The Transformation of L&D

This week Coursera announced the acquisition of Udemy, demonstrating the accelerating collapse of the 25-year old traditional online learning industry. As I explain in this podcast, this industry is not going away but it’s being quickly and radically transformed by AI. The upside here is a new, highly personalized world of professional development ahead. While courseware, certifications, credentials, and online curricula won’t disappear overnight, the business model of providers is changing very quickly. In this podcast I explain this shift and also show you how our particular Galileo business model works. As someone who participated in the birth of this industry in 1998, I could not be more excited about this new world. If you’re a corporate HR or L&D professional, this transforms your training function. If you’re a vendor or consultant, this changes your business model. And if you’re a business person or senior leader, you have an exciting new world of professional development appearing before your eyes! Stay tuned for more as this market shift accelerates. Like this podcast? Rate us on Spotify or Apple or YouTube. Additional Information How AI Is Blowing Up The Corporate Learning Market: The Whole Story The Revolution of Corporate Learning: Join The Crusade (research and case studies) Galileo: The AI Rebirth of The Josh Bersin Academy

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The Online Learning Market Is Collapsing, And It's Good

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This episode was published on December 17, 2025.

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This week Coursera announced the acquisition of Udemy, demonstrating the accelerating collapse of the 25-year old traditional online learning industry. As I explain in this podcast, this industry is not going away but it’s being quickly and...

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