Education

“I think education now has the strongest form of competition, sort of traditional education that it's had in 200 years and I think it's going to be very, very good to kind of unbundle learning from institutions, and also, by the way, like, status from credentia…”

“And this is my kind of common sense belief, not rooted in some study that AI ultimately will lead to a much more kind of personalized system of education for students. And that is deeply disruptive and deeply threatening to the traditionalist systems of educat…”

“And I think a lot of people think of education as a content play. But it is definitely not. Content is the easiest challenge to solve for. The biggest challenge to solve for is engagement and motivation.”

“The average rate of inflation in the last 30 years has been two and a half percent, but housing's gone up by at least five percent a year on average compounding, education over six percent, healthcare five and a half percent.”

“There's, there is a statistic that, that families receive less than 20 minutes of education in things like training and medication and all of those pieces at home. And they're doing medical work. You know, you're talking about changing, changing catheters. You…”

“When you create homework or a test for kids, if they can look up the answer online, or if they can ask AI to solve it, you haven't taught them what they need for the next stage. But if you give them a problem where they have to ask the questions and get AI to …”

“So I think this is the future framework for education. I think there's still, like, rough around the edges.”

“The social mobility in India can only happen, ah, the India two coming to India one can only happen through education.”

“I'm going to show this is the single best market. If you're an entrepreneur to enter, it's a multi-trillion dollar market with no competitors.”

“AI is not really a thing because you said, right, it moves very fast and quickly gives you the answer. It's not trained to not give you the answer. It is actually trained to give you the answer. Anything you say, it'll give you the answer. So taming it to say,…”

“Now it is possible that before too long every single child will be able to have the best possible teacher for them.”

“I feel like there's gonna be less of like explaining things directly to people. And it's gonna be more of just like, does the agent get it? And if the agent gets it, they'll do the explanation.”

“So like what you have, I feel in the future of education, we'll have like percentage of the time, which is like fully dedicated to learning with AI and tools. And then percentage of the time where there's like no tech and no, no no technology, just like speaki…”

“So that's a big, it's an equalizer of the opportunity in a lot of ways that I don't think we've ever seen a bigger opportunity equalizer than AI in that every child can have like a super advanced, amazing tutor teacher. So like education, Great education is ac…”

“And then I think the one that's, that I'm most excited about for the world and for the shift is going to be education, where you will just be able to have, like, effectively a personal tutor on your headphone.”

“You will have education, good percent of time spent with AI tutors, but then explicit percent of time spent without any technology, human to human, so you can kind of learn that part, too.”

“I'm pretty sure we're going to see five to ten billion dollar ARR companies in healthcare, education, defense, and retail. In the next 10 to 15 years that are not going to be head-on competing with the same companies that are competing code generation.”

“And so my next 20 years is all about transforming education and I think we can transform it for a billion kids.”

“The reason is nonprofit means non-scalable. Like if I have a set of donations, right. And I build the world's best product, the better the product, the faster my money goes away. And now I'm done, right?”

“This billion dollars that I threw in, that's not enough to fix education. We have to show what's going on, right? We have to show there's great businesses here.”

“I'm in general, I'm very, Optimistic about AI for education, and part of the reason is I think that most of us are visual learners, right? So the AI right now as a tutor, basically all it can do is talk to you or give you text to read, and that's definitely no…”

“One of the things I've learned as a principal now, and I've been principal for three years, is parents want their kids to be educated the way they were.”

“Sometime in the next three to five years, we need a tablet that's less than a thousand dollars, so on-device AI to, you know, hit the cost target, on-device AI that teaches every kid on this planet everything they need to know in two hours a day or less.”

“I think the thing that we found that has the most commonality among the verticals that we do well in is that they have a high number of, perhaps unsophisticated, is a diplomatic way to say it, users. So, education is a big market for us, not so much in terms o…”

“In the US, the average person does not care about spending money on their kid's education.”

“Three years ago with Gen AI, I was like, ah, this is finally the technology that is going to allow education to scale, and we can take all this awesomeness where kids can learn two, five, 10 times better, faster, and get it out to a billion kids.”

“It's why you can take a billion dollars and say, I'm going to go spend it on education. Three years ago, I went to my team who'd been with me for 25 years. And I was like, you've been telling me for 25 years that you could run this company better than me. Let'…”

“I think that's exactly the kind of education that I think is most important and that the facts are going to fade into the background.”

“I think the real question in the next five years is we've got to produce enough products that are creating great value, which I'm very confident of, right, by the way, in healthcare and education, in, Ah, in productivity. So there's many, many domains, but tha…”

“AI is still at the periphery of education, right? So since it's at the periphery of education, we don't actually know what the outside's impact is. It's helping teachers create assignments better. It's helping students get homework done, but it's not like core…”

“And the program officer said to me, you know, Kim, what you basically proposed is putting up a pretty good website to change education. And we've funded put up a pretty good website. Many times, and it has that effect zero percent of the time. Never works.”

“Right now, education is tied to where you're born. So inherently, whatever zip code you're born in is the quality, you know, contributes greatly to the quality of access you have.”

“So many industries like law or education or medicine that really were not big buyers of software in the past that are going to be transformed in the next five years.”

“I do think in how it happens in education, traditionally, there's a lot wrong with it, but it's not just about being a good learner and doing well in school. It's about like, how do I build the good habits that I need to be a good human and show up consistentl…”

“So I do think like as AI kind of takes over education, I do expect that the workplace will change, Tim, and we will start to see more of this integration between education and workplace enabled by this AI driven kind of, you know, development system, which is …”

“Financial services will be close to 30%, a little bit less than 30%. Education would be another 30%, including U.S. Because we sell in U.S. Education. Then the healthcare would be about, you know, 10 to 15%.”

“I think if you look at, like, the foundational pillars of life, your healthcare, your finance, your career, and your education, Like, education is, is arguably behind them all in terms of transformation.”

“I think that's maybe one of the most exciting things that government can do, because I think, you know, then you would be as well served by education as people were served by like grocery stores, and they'll just be You know, kind of wild, like cutthroat compe…”

“And I think they actually can, you can like put education on a Moore's law, like cost curve and get, make education better for less and less money.”

“Education is one of the hardest education, healthcare. Those are the longer sales cycles. Those are the most problematic.”

“We focus on two kind of core industries that are already very naturally purpose-driven, the education and the healthcare sector.”

“My opinion is much of the inflation in health care costs arises from the federal government's role. In the same way that the federal government has a role in student loans that has driven up the cost of education, and the federal government has a role in provi…”

“There are certain industries, education, I know some people that have built in healthcare that share this, is that because of the regulation, in the way, like, some of these universities or institutions have existed for, You know, a hundred hundreds of years i…”

“The first order effect here is that GPT means that every person in the world has, like, a median competent tutor or sidekick. This is obviously amazing for education, and if you can't recognize that fact, I'm not sure you have such good judgment.”

“But at the end of the day, if you sell business advice, the best way to monetize it is through education.”

“So right now we're seeing two spikes in education and in automotive and that's because these two industries have suffered a significant amount of attacks in the last couple of years, so they were waking up to the reality and understanding that they need to mak…”

“I think the issue is, what are we trying to solve? Are we trying to solve education or are we trying to solve credentialing? I actually think the two should be separate.”

“For many different reasons, Jews have been stereotyped and scapegoated for thousands of years, marginalized in nearly every society, and they've succeeded because they're, we're a literate people, we're a civilization, and we're focused on helping each other o…”

“My litmus test for evaluating the disruptable, how disruptable an industry is, is I look at its price increases relative to inflation, and whether there's been the underlying innovation to support that increase. And the two sectors I think, I see are most disr…”

“The ability to use the resources to acquire education, technology, all that, all of those tools becoming a, not equalizer, actually is disequalizer.”

“It takes effort, but it's effortful, but it's also kind of fun. And you also have a payoff of like, You feel good about yourself in various ways, right? And I think education is basically equivalent to that. So that's what I mean when I say education should no…”

“Obviously this will totally break down, especially in a society that's turning over so quickly. The people are going to come back to school A lot more frequently as the technology changes very, very quickly.”

“And I don't think a lot of the AI firms know that I know this cause we're deep working with all of them on things like education and like, they don't really understand education. There's no educators there. So they don't really understand what teachers do. And…”

“People need extrinsic motivation to learn. It turns out that there's value in having an instructor guiding the direction of a class, that there's value in putting things into practice. So even an incredible AI tutor that knows you and loves you really well, do…”

“Adults have the least access to education because they often are working nine to five or more. And so they can't leave in the middle of the day to go to class. So synchronous learning doesn't work that well.”

“We still treat education very artisanally, right? It's like, you know, it's like everybody's an artist. Like, oh, Sam likes teaching history this way, and Sean likes teaching it this way, and Anand likes teaching it this way. It's like, hey, just go and, like,…”

“I don't know why you have to go to school to learn anything, you know, in 2030. Like, that's not gonna be true. So, like, I think education's gonna reemerge much better than it's ever been.”

“I think ChatGPT and its competitors, when it comes to like figuring out an answer and getting data on a question, it's only getting better and better and they're going to win. When it comes to education and experiences, that's where people will prevail.”

“Educational opportunities for more people, housing for more people, healthcare for more people, that's going to be solved through innovation and technology and business, right?”

“What I would like to tell you is AI is gonna, you know, be completely transformative for education. I believe that it will.”