Timing is Everything: Buying a $30m Tutoring Business

Yeah. I mean, look, is that, is that it?

Basically, yeah.

First, in person matters, right? A preponderance of academic evidence shows it. If you think what I colloquially call chat, GP Tutor is not coming, you are dumb, a liar.

We're both right. It will affect us, right? You know, perhaps the first cut at oh gosh, I'm stuck at math will be, well, have you tried the AI tutor? Right? Like these LLMs are unbelievable.

Google VO3 is unbelievable. It's not going to be long before someone smashes those two things together. You know, some of our biggest competitors are basically betting the entire company or the farm that they're going to be the one first to market for that.

And that's going to be a billion dollar company. And that's awesome, right? That's not who we are and that's not what we're trying to compete on.

We are in person, in home and that human connection matters. And Will, I'm not going to ask you to believe me, right? I've taken meetings with companies that are funded by VCs.

You've heard of that, have asked us like, hey, like how can we partner? Because AI can't teach a kid what to study. It can't say you're on the right track.

It can't teach a kid study skills. It can't teach, you know, emotion. It's okay that you're frustrated.

Stay on it, stay on the right track. It can't make sure that they're not on Roblox, right. Or Fortnite instead of doing their homework.

Right. And so I think the bet here is not that AI isn't coming, it's that in person matters and it's the 20% better that a human being is at tutoring your kid matters to parents. Right? Again, is it coming? It's absolutely coming.