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$Chegg (CHGG.US)$Chegg's CEO made several claims today to as...

$Chegg(CHGG.US)$Chegg's CEO made several claims today to assert that the problems are entirely temporary (caused by COVID alone) and have nothing to do with competition and the shifting landscape. (You can literally hear how the analyst aren't quite buying it despite his very hard work). My prediction is that tomorrow's $Coursera(COUR.US)$report will put the lie to these claims. I did not expect the harbinger so soon, but I think it's possible we are, in this moment, witnessing a key inflection in the disruption of higher education.
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  • woodfill : I did expect Cheggs problems to start today, I thought as soon as schools re opened after the pandemic they would lose customers. Coursera may as you suggest shine a light on the truth, if coursera numbers are up we could see cheggaster

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