A contractor compliance platform called ISN just posted 500% year-over-year growth in its training product. Nobody in enterprise L&D should be surprised, and almost everybody is about to draw the wrong lesson from it.
The lesson being drawn in boardrooms this quarter goes something like this: training is becoming a feature of workflow software, not a category of its own, and CHROs should expect their learning stack to be absorbed by whichever system already owns the employee record. That is half right. It is also being applied to the half of the L&D budget where it does not belong.
This matters now because two separate markets are colliding in the same conversation, and the conflation is expensive. One market is genuinely closing. The other is not. A CHRO who cannot tell them apart will either over-consolidate a function that still needs vendor choice, or under-defend the one place where the ground is actually moving.
1. Two Markets, One Word
“Training” describes two structurally unrelated businesses that happen to share a delivery format.
The first is
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