Rishi Jaluria's questions to Coursera Inc (COUR) leadership • Q4 2024
Question
Rishi Jaluria of RBC Capital Markets asked for CEO Jeff Maggioncalda's reflections on his tenure, comparing the impact of the COVID-driven virtual learning boom with the current generative AI wave and the expected timeline for AI's disruption.
Answer
CEO Jeff Maggioncalda contrasted the immediate, universal adoption during COVID with the slower, more uncertain rollout of generative AI. He stated that early growth was fueled by professional certificates and believes AI adoption will accelerate as companies see clear productivity gains. Chairman and Co-Founder Andrew Ng added that while AI applications are still developing, Coursera's brand, user base, and innovations like Coursera Coach position it to capitalize on the transformation in learning.