Dive Summary:

• The launches of Udacity and Coursera mean universities and learning methods that have been around for centuries are facing a shakeup.
• A co-founder of Coursera compares MOOCs to Amazon or eBay and says she expects that having a few major players in the market will mean a concentration of consumers (students) and providers (educational institutions).
• The size of the market is an open-ended question: Some see traditional universities marginalized and replaced by MOOCs, while others see the market expanding to include new students, with room for both traditional learning and MOOCs. 

From the article:

... If MOOCs reduce the cost of higher education by one-third, as he predicts, yet only earn for themselves 1% of that benefit, that would “still be a very nice business” ...