The latest Fosway reports have come out, and if you work in L&D you need to be over them.

There are three:

• AI Market Assessment for Learning Systems
• 9-Grid Digital Learning
• 9-Grid Learning Systems

They are, as always, comprehensive and way more intriguing below the headlines. David Perring from Fosway posted something worth considering last week.

“Efficiency doesn’t matter and innovation is useless without delivering value.”

He’s right, and it’s a useful lens for reading their reports. Because most of the conversation those reports have generated has been about AI features. Which vendors moved, which capabilities are now mainstream, and whether your platform is still classed as strategic.

Those are the wrong questions.

I’ve been through all three reports, and the signals that matter – I think – are about stack control, cost opacity, vendor instability, content mispricing, and whether your data is structured well enough to support any of this.

I’ve put these thoughts into the attached deck. What do you think? Am I missing something – please let me know.