The conversation explores the current state of online education, focusing on the recent conferences of major LMS providers like Anthology, D2L, and Instructure. Key themes include Anthology's financial struggles and AI strategy, D2L's new features and user adoption, and Instructure's bold AI initiatives. The discussion highlights the potential for significant changes in the LMS market driven by AI, while also addressing the challenges and uncertainties faced by these companies.

takeaways

• Anthology is facing significant debt restructuring issues.
• The Blackboard AI feature set is showing value to customers.
• AI is becoming a central focus for LMS providers.
• D2L's Fusion Conference showcased a more confident approach.
• User adoption of AI features is still in early stages.
• Instructure's IgniteAI represents a bold new direction.
• There is a disconnect for Canvas between product development and user needs.
• Continuing education remains a key area for growth.
• The LMS market is at a critical juncture after 30 years.
• The impact of AI on user behavior is still uncertain.
• Future market dynamics will depend on how these companies deliver on their promises.