May 19, 2026
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7 min read
Five targeted intelligence briefs, simultaneously published across all sides of the post-breach LMS market. Here is everything we said.
May 13, 2026
15 min read
Canvas has been breached twice by the same actor in eight months. The market is open. Here is how long it stays that way, the only move worth making, and where to point the spear.
Apr 14, 2026
1 min read
The complete 30+ page vulnerability map and strategic teardown is live.
Apr 10, 2026
5 min read
Inside our contrarian thesis on Stride and how we called it correctly.
Jan 21, 2026
2 min read
The "Hermit Crab" Mechanics of a School-as-a-Service Giant
Jan 14, 2026
The real reason virtual-school controversy rarely results in removal
Jan 13, 2026
What actually governs renewals inside institutions, and why product comparisons keep leading challengers astray
Jan 9, 2026
A structural look at renewal authority, risk ownership, and why pilots rarely turn into exits
Jan 7, 2026
6 min read
Why the “legacy edtech” narrative keeps missing where Pearson actually makes money.
Jan 2, 2026
What federal payment controls will do to providers, platforms, and procurement dynamics in 2026
Nov 12, 2025
Childcare and education opportunities in New York City’s transformation
Nov 7, 2025
How Budget Uncertainty from DC and the States is Testing District Liquidity
![[Intelligence Brief] Why Pearson Is Harder to Displace Than It Looks](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/91f6ad8a-1bd3-42ba-9ed2-850897533dbe/f55a3fcf-bef2-4c12-a3de-a39104bc1d99_1024x608.jpg?t=1781885661)
![[The full Intelligence Brief] The Verify-First Shock Is Coming for Child Care Funding](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/8030d805-b773-470c-addb-558e4f0f3ea3/55485e09-7353-49bc-b27c-4b36a7a48769_1024x608.jpg?t=1781885664)
