What is the biggest threat AI poses to the online education industry?

The biggest threat is not replacement — it is commoditization. AI makes it easier than ever to generate curriculum, answer questions, and create self-paced courses at scale. This means purely content-based courses will compete with free. The educators who will be hurt most are those still selling access to information, recorded videos, or downloadable PDFs with no live interaction. The educators who will thrive are those selling outcomes, community, and transformation — which are resistant to commoditization because they require human facilitation.