[fronofro]

There are inherent limitations to edu that go unacknowledged.

- There are a relatively fixed number of high skill jobs.

- More people with the same skills/portfolio reduces the value of that skill/portfolio.

- While people can learn new skills, people have different learning rates and integrating that knowledge deeply often takes much longer than teachers/bootcamps want to believe.

- Most edu info exists for free online, what school/bootcamps uniquely provide is feedback. Quality feedback is HARD to scale.

- How much does pre-application screening find people who don't really need that much help vs trying to help every applicant and getting unmotivated people in your bootcamp. I have seen very few examples of a bootcamp fundamentally changing someones motivation/work ethic.

ISAs will be the big winner in the ed tech space and providers of education will likely come and go unless someone cracks all the issues above. Perhaps the current distribution of students to universities (having plurality) is actually more suited to serving this function than a typical tech world power law distribution where one or two companies would provide 80% of the edu.