Michael Horn explores whether AI-powered learning platforms could replace traditional LMS systems. LMS vendors face an innovator's dilemma: they focus on incremental improvements while AI competitors build personalized alternatives that could eventually displace them. LMS providers could survive by supporting new surfaces like mobile and context-aware learning instead of just being course containers.
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So what I'm curious about then is, could these things that you're describing, I mean, those do, they sound pretty neat, right? They sound like great learning innovations and so forth. Could they happen without the LMS or maybe some new kind of platform that is natively built, right, with AI in mind, right? Or are you worried, in other words, that with AI it might actually kill the LMS or a company like Blackboard's opportunity to pioneer this new platform?
I think, you know, it's— and this is a world you know better than me, so I need to choose my words smartly. Go for it. But I think it's, it's classic, you know, innovator's dilemma where a natural tendency of LMS providers encouraged, I think, by institutional procurement practices is to focus on the surface area of the LMS today and ask the question, how can I make that 100 times better? So instead of having to go in and create a quiz and then change the schedule for each of the courses that I teach and then give certain students with 504 extra time, and I can just write that in and it'll go in and magically update all of the different pages. That's neat, but that's not fundamentally changing the value proposition of the LMS. And if that's where, if that's where vendors focus, I think they're going to find themselves replaced by a much more valuable, kind of personalized learning system view that replaces— first it complements, but then ultimately replaces. If they recognize that there are entire application surfaces that don't yet get supported by the LMS, like when you're walking to class with your phone, you know, then I think there's an opportunity for the LMS to evolve. To support, to truly be a learning management system instead of just a course container.