HUM AR Ariel Sokol Stride (LRN), Customer Efficacy Risk, and Investor Diligence in the AI Era The announced closure of a large Texas customer has investors concerned. While always possible, it’s highly unlikely IMHO another large…
AI ECO AR Ariel Sokol How Big Could the U.S. K-12 Virtual School Market Really Get? Accelerating demand and high penetration rates in certain states suggest that the market could triple from current levels.
