Three big ed tech projects: cashing out or historic investments?

"It may be a huge boost for 2U. They now have access to tens of millions of potentially new students.  According to a slidestack for investors, 2U stands to gain:

Increases TAM through combined 50M+ global learner base, 1,200+ Enterprise clients, 230+ university and corporate partners, and comprehensive suite of 3,500+ offerings ranging from free-to-degree

Combined entity will have massive global audience and strong consumer brand, top five education website with traffic of 120M+

They can also trade on the elite reputation of campuses associated with edX, namely MIT and Harvard.

Eddie Maloney and Joshua Kim go further, seeing the 2U+edX combination as a challenger to the much larger Coursera. What we see now are OPMs on steroids.  As Paul Fain put it, “MOOCs have become OPMs.”..."