Edtech Insiders

Week in EdTech 12/03/25: PhysicsWallah IPO Shakes Indian EdTech, Google & OpenAI Escalate AI Race, Higher Ed Adopts AI, New AI Leaderboard Launches, and More! Feat. Andrew Carlins of Songscription and Eric Tao & Austin Levinson of MegaMinds

Dec 12, 2025
In this discussion, Andrew Carlins, CEO of Songscription, shares the transformative power of AI in music education, highlighting accessibility and student engagement. Eric Tao and Austin Levinson from MegaMinds dive into immersive AI simulations, showcasing impressive learning gains in middle-school math. They explore how AI tutors enhance student comfort and promote participation in learning. The conversation also covers the evolving landscape of higher education's acceptance of AI and the importance of keeping teachers central in tech integration.
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INSIGHT

Affordability + Celebrity Scale Indian EdTech

  • PhysicsWallah grew from low-cost YouTube test-prep to a massive IPO with tens of millions of students.
  • The model shows affordability + superstar instructors can unlock huge user bases in emerging markets.
INSIGHT

Google Reclaims Technical And Distribution Edge

  • Google regained a technical lead and distribution advantage in the model race after folding AI into DeepMind.
  • That shift pressures OpenAI to accelerate model development and rethink platform strategy.
INSIGHT

Models Need Platform To Win

  • OpenAI's startup culture produced rapid shipping but less coherent platform distribution versus Google.
  • Platform and distribution remain as important as model quality in long-run dominance.
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