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Vishu Bheda

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Medialย โ€ขย 2m

๐——๐—ฎ๐˜† ๐Ÿฑ ๐—ผ๐—ณ ๐—ง๐—ต๐—ฒ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ๐—ป ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜๐˜‚๐—ฝ ๐—ช๐—ฎ๐—ฟ ๐—ฆ๐˜๐—ผ๐—ฟ๐—ถ๐—ฒ๐˜€: ๐—•๐˜†๐—ท๐˜‚โ€™๐˜€ ๐˜ƒ๐˜€. ๐—จ๐—ป๐—ฎ๐—ฐ๐—ฎ๐—ฑ๐—ฒ๐—บ๐˜† โ€“ ๐—ง๐—ต๐—ฒ ๐—˜๐—ฑ๐˜๐—ฒ๐—ฐ๐—ต ๐—•๐—ฎ๐˜๐˜๐—น๐—ฒ๐—ณ๐—ถ๐—ฒ๐—น๐—ฑ ๐Ÿฎ๐Ÿฌ๐Ÿญ๐Ÿฑ โ€“ ๐—ง๐—ต๐—ฒ ๐—•๐—ฒ๐—ด๐—ถ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎโ€™๐˜€ ๐—˜๐—ฑ๐˜๐—ฒ๐—ฐ๐—ต ๐—ฅ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป For generations, education in India meant classrooms, blackboards, and endless coaching classes. Students spent years preparing for JEE, NEET, UPSC, and CAT, attending expensive coaching centers in Kota, Delhi, and Hyderabad. But in 2015, a new battlefield emergedโ€”digital learning. Two startups took center stage: Byjuโ€™s โ€“ A premium, high-production video learning platform. Unacademy โ€“ A disruptive, open-access platform that democratized learning. Both wanted to change how India learned. But only one could dominate. --- ๐—•๐˜†๐—ท๐˜‚โ€™๐˜€ โ€“ ๐—ง๐—ต๐—ฒ ๐—š๐—ถ๐—ฎ๐—ป๐˜ ๐—ง๐—ต๐—ฎ๐˜ ๐—–๐—ผ๐—ป๐—พ๐˜‚๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐—™๐—ถ๐—ฟ๐˜€๐˜ Byju Raveendran, a former teacher, saw an opportunity. He launched Byjuโ€™s โ€“ The Learning App, using slick animations and engaging content to simplify complex concepts. Byjuโ€™s had one big advantageโ€”money. It raised billions from investors like Sequoia, Tiger Global, and Tencent. It acquired companies like Aakash, WhiteHat Jr, and Great Learning. It built an aggressive sales force to push subscriptions. By 2020, Byjuโ€™s was the worldโ€™s most valuable edtech startup. But while Byjuโ€™s focused on expansion, a challenger was rising. --- ๐—จ๐—ป๐—ฎ๐—ฐ๐—ฎ๐—ฑ๐—ฒ๐—บ๐˜† โ€“ ๐—ง๐—ต๐—ฒ ๐—จ๐—ป๐—ฑ๐—ฒ๐—ฟ๐—ฑ๐—ผ๐—ด ๐—ง๐—ต๐—ฎ๐˜ ๐—™๐—ผ๐˜‚๐—ด๐—ต๐˜ ๐—•๐—ฎ๐—ฐ๐—ธ Unacademy had a different approachโ€”free content first, monetization later. It started with YouTube videos, attracting millions of students. It built a network of Indiaโ€™s best educators, many of whom had massive followings. It launched Unacademy Plusโ€”live, interactive courses at affordable rates. Unacademy wasnโ€™t just a learning appโ€”it became a movement. Students loved the open-access model. By 2020, it had millions of users and strong brand loyalty. --- ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฌ โ€“ ๐—ง๐—ต๐—ฒ ๐—ฃ๐—ฎ๐—ป๐—ฑ๐—ฒ๐—บ๐—ถ๐—ฐ ๐—ง๐—ต๐—ฎ๐˜ ๐—–๐—ต๐—ฎ๐—ป๐—ด๐—ฒ๐—ฑ ๐—˜๐˜ƒ๐—ฒ๐—ฟ๐˜†๐˜๐—ต๐—ถ๐—ป๐—ด Then came COVID-19. Schools shut down. Coaching centers closed. Education moved 100% online. This was the moment edtech exploded. Byjuโ€™s doubled down on aggressive sales, pushing parents to buy costly subscriptions. Unacademy recruited top-tier teachers, expanding rapidly into new categories. Both raised hundreds of millions in funding. By 2021, the war was at its peak. But cracks were starting to show. --- ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฎ-๐Ÿฎ๐Ÿฐ โ€“ ๐—ง๐—ต๐—ฒ ๐—˜๐—ฑ๐˜๐—ฒ๐—ฐ๐—ต ๐—–๐—ฟ๐—ฎ๐˜€๐—ต As the world reopened, students returned to schools and offline coaching. The result? The edtech bubble burst. Byjuโ€™s faced lawsuits, mass layoffs, investor exits, and financial troubles. Unacademy shut down several divisions and struggled to sustain its cash burn. The battlefield had shifted. Survival was the new game. --- ๐—ง๐—ต๐—ฒ ๐—™๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ โ€“ ๐—ช๐—ต๐—ผ ๐—ช๐—ถ๐—น๐—น ๐—ช๐—ถ๐—ป? Byjuโ€™s still has brand power but is drowning in debt. Unacademy is pivoting towards offline coaching centers. New disruptors like PhysicsWallah are capturing the budget-conscious market. The war isnโ€™t overโ€”itโ€™s just moving to a new battleground: Hybrid Learning. The real fight is just beginning. --- This was just Day 5. Tomorrow, we uncover Zepto vs. Blinkit โ€“ The 10-Minute Delivery Bloodbath. ๐—™๐—ผ๐—น๐—น๐—ผ๐˜„ Vishu Bheda ๐—ป๐—ผ๐˜„โ€”๐—ฏ๐—ฒ๐—ฐ๐—ฎ๐˜‚๐˜€๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฏ๐—ถ๐—ด๐—ด๐—ฒ๐˜€๐˜ ๐—ฏ๐—ฎ๐˜๐˜๐—น๐—ฒ๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐˜€๐˜๐—ถ๐—น๐—น ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ.

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Unacademy was once valued at $3 Billion and above and has raised more $800 Million till date might get sold for $800 Million. If the deal goes through, Unacademy's founders are expected to exit the company. I think Allen is buying just Unacademy and

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Vishu Bheda

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๐——๐—ฎ๐˜† ๐Ÿฐ ๐—ผ๐—ณ ๐—ง๐—ต๐—ฒ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ๐—ป ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜๐˜‚๐—ฝ ๐—ช๐—ฎ๐—ฟ ๐—ฆ๐˜๐—ผ๐—ฟ๐—ถ๐—ฒ๐˜€: ๐—ฃ๐—ฎ๐˜†๐˜๐—บ ๐˜ƒ๐˜€. ๐—ฃ๐—ต๐—ผ๐—ป๐—ฒ๐—ฃ๐—ฒ ๐˜ƒ๐˜€. ๐—š๐—ผ๐—ผ๐—ด๐—น๐—ฒ ๐—ฃ๐—ฎ๐˜† โ€“ ๐—ง๐—ต๐—ฒ ๐——๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐—ฃ๐—ฎ๐˜†๐—บ๐—ฒ๐—ป๐˜๐˜€ ๐—ช๐—ฎ๐—ฟ ๐—ง๐—ต๐—ฎ๐˜ ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ณ๐—ผ๐—ฟ๐—บ๐—ฒ๐—ฑ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ ๐Ÿฎ๐Ÿฌ๐Ÿญ๐Ÿฒ โ€“ ๐—ง๐—ต๐—ฒ ๐—ก๐—ถ๐—ด๐—ต๏ฟฝ

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Anonymous
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Unacademy is launching a language learning app in the US. Do you think anything in the world can beat Duo-lingo?

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So Byjuโ€™s lost Rs 13000 Crores in the last 6 years and Rs. 8000 Cr from that was in ADS! How did their investstors allow this?

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gray man

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Unacademy, once valued at $3.4B, now reportedly selling for just $800M. Byju's, once a $22B giant, now worth nothing. Was the entire ed-tech boom just hype?

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Vishu Bheda

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