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软银资本合伙人:教育行业的确是一个慢行业

发布时间:2015-06-08作者:本站 来源:本站

根据Crunchbase的数据统计,2014年仅仅美国的教育科技投资金额总规模已经达到了12亿美元,共有357笔投资案例发生。而在2015年第一季度,共有111项教育投资案例披露,占到了去年总数的1/3。

  来自软银资本(Softbank Capital)的合伙人Steve Murray称,教育行业从总体上来说最大的挑战就是在扩展服务疲累非常慢(他用了非常慢这个表达),尤其是如果你尝试去将你的服务销售到学校或者大学里去。(The challenge is, in general, education is a pretty slow to move category, particularly if you’re trying to sell into schools and universities)。他还提到,在很多情况下,教育行业似乎并不表现出如其他行业那样所需要的紧迫感。这也就是为什么这个行业的投资总是忽上忽下,起起落落。(In many cases they don’t seem to show the sense of urgency that the corporate world does. That has something to do with why the level of investment goes up and down)

  来自Stripes Group的Ken Fox提到,在全球化的经济中,技能正在快速的变化,找到一份工作越来越多的并不与你读的学校有关,也并不与你的GPA分数的高低有关,而越来越多的与你能做什么有关系。因此,现在看待教育的教育和多年前那个更看重文凭的年代发生了很大的变化。(In a global economy where skills are changing increasingly quickly, getting a job has a lot less to do with where you went to school and what your GPA is, and more to do with what you can actually get done. It’s a very different way of thinking about education than diploma-based or certificate-based)

  Udemy的CEO Dennis Yang认为,我们传统意义上提到教育和在线教育,主要是提那些把线下教育搬到网上的语境下。而这并不是我们正在做的事情。但是人们要意识到或者明白这个还需要很长的时间,人们还无法真正了解他们其实能够在网上就能获得实际所需要的技能。(When we’ve traditionally talked about education and online learning its been in the context of putting traditional education online — and that’s not what we’re doing,It’s still a very new phenomenon where people still don’t really realize that there’s access to great practical skills development online.)

  软银资本的Steve Murray认为,大多数在在线教育里的尝试几乎很难说100%成功,有非常多的有意思的模式,比如说可汗学院、Udemy、Udacity。每一个人都试图寻找到那个既能满足用户,又能满足内容创作者需求的模式。(Most attempts [in online education] have been less than 100% successful,” “There’s a bunch of interesting models: Khan Academy, Udemy, Udacity. Everybody’s trying to find what that model will be that will work for the consumer and the content creator.)教育行业里最麻烦的是,用户的注册成本非常高,但是很多用户却很难坚持完成学习。而EdCast对这个问题的回答就是这个学习网络能够提供在内容创作者和用户之间的持续参与。(The dirty little secret [in education] is that the number of people signing up is quite high but the number of people completing courses is quite low,” “EdCast’s answer to that is that the learning network will provide this ongoing engagement between content creator and consumer.)

  EdCast的CEO Mehta称,消费者技术应该变得像牙刷那样,每天都能够被使用两次。我们正在提供一种类似牙刷的用户参与解决方案,让用户能够投入到终身持续的学习中。(Consumer technology should be like a toothbrush, used at least twice a day,” “We are solving that toothbrush-level engagement problem for lifelong learning through edcasting.)

  软银资本的Steve Murray称,我并不认为在教育科技中的投资已经结束了,但是我认为应该保持一些慎重。太多人在公司里发牢骚,天哪,这个教育技术实在是太难了。(I don’t think that investment in education-related technologies is over, but I think there’s some hesitancy. Some people stuck in companies that have taken too long to get to scale are saying, ‘Geez! This education technology segment is tough,)

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