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Thursday, January 1, 2026

College Meltdown 2026 (Glen McGhee)

As the United States moves deeper into the 2020s, the College Meltdown is no longer a speculative concept but a structural reality. The crisis touches nearly every part of the system: enrollment, finances, labor, governance, and the perceived value of a college degree itself. The forces fueling this meltdown are not sudden shocks but accumulated pressures — demographic contraction, policy failures, privatization schemes, student debt burdens, and decades of mission drift — that now converge in 2026 with unprecedented intensity.

The Waning of College Mania

For decades, higher education sold an uncomplicated dream: go to college, get ahead, and move securely into the middle class. This college mania was promoted by policymakers, corporate interests, university marketers, and a compliant media ecosystem. But the spell is breaking. Students at elite universities are skipping classes, disillusioned not only by campus turmoil but by the reality that a degree, even from a prestigious institution, no longer guarantees a stable future. Employers increasingly question the value of credentials that have become inflated, inconsistent, and disconnected from workplace needs.

Yet paradoxically, many jobs still require degrees — not because the work demands them, but because credentialing has become a screening mechanism. The U.S. has built a system in which people must spend tens of thousands of dollars for access to a job that may not even require the knowledge their degree supposedly certifies. This contradiction lies at the heart of the meltdown.

Moody’s Confirms the Meltdown: A Negative Outlook for 2026

The financial rot is now too deep to ignore. Moody’s Investors Service recently issued a negative outlook for all of U.S. higher education for FY2026, confirming what researchers, debtors, and frontline faculty have been warning for years. Demographic decline continues to shrink the pool of traditional college-age students, leaving hundreds of institutions with no plausible path to enrollment stability.

Moody’s expects expenses to grow 4.4% in 2026, while revenues will grow only 3.5% — and for small tuition-dependent institutions, revenue growth may fall to 2.5–2.7%. In other words, the business model simply no longer works. Institutions are already turning to hiring freezes, early retirements, shared services, layoffs, and mergers. These austerity strategies hit labor and students hardest while preserving administrative bloat at the top, mirroring broader patterns of inequality across the U.S. economy.

Compounding the problem, federal loan reforms — particularly the elimination or capping of Grad PLUS loans — threaten universities that rely on overpriced master’s programs as revenue engines. Many of these programs were built during the boom years as financial lifelines, not academic commitments. The bottom is falling out of that model too.


[Image: HEI's baseline model shows steady losses between 2026 and 2036. And it could get much worse].  

White-Collar Unemployment and the Broken Value Proposition

A new generation is confronting economic realities that undermine the old promise of higher education. Recent data show that college graduates now make up roughly 25% of all unemployed Americans, a startling indicator of white-collar contraction. The unemployment rate for bachelor’s degree holders rose to 2.8%, up half a point in a year.

If higher education was once treated as an automatic economic escalator, it is now a much riskier gamble — often with a lifetime of debt attached.

Demographic Collapse and Institutional Failures

The so-called “demographic cliff” is no longer a future event; colleges in the Midwest, Northeast, and South are already competing for shrinking numbers of high-school graduates. Some institutions have resorted to predatory recruitment, deceptive marketing, and desperate discounting — the same tactics that fueled the for-profit college boom and collapse.

Meanwhile, the FAFSA disaster, mismanagement at the Department of Education, and the chaos surrounding federal financial aid verification have caused enrollment delays and intensified uncertainty. Institutions like Phoenix Education Partners (PXED) are already trying to shift blame for their own recruitment failures and history of fraud onto the federal government, signaling a new round of accountability evasion reminiscent of the Corinthian Colleges and ITT Tech eras.

Student Debt, Inequality, and Loss of Legitimacy

Student debt remains above $1.7 trillion, reshaping the life trajectories of millions and reinforcing racial and class disparities. Black borrowers, first-generation students, and low-income communities bear the heaviest burdens. Many institutions — especially elite medical centers and flagship universities — are simultaneously cash-rich and inequality-producing, perpetuating the dual structure of American higher education: privilege for the few, precarity for the many.

Faculty and staff face their own meltdown. Contingent labor now constitutes the majority of the instructional workforce, while administrators grow more numerous and more insulated from accountability. Shared governance is weakened, academic freedom is eroding, and political interference is rising, particularly in states targeting DEI programs, history curricula, and dissent.

The Road Ahead: Contraction, Consolidation, and Possibility

The College Meltdown will continue in 2026. More closures are coming, especially among small private colleges and underfunded regional publics. Mergers will be framed as “strategic realignments,” but for many communities — especially rural and historically marginalized ones — they will represent the loss of an anchor institution.

Yet contraction also opens space for reimagining. The United States could choose to rebuild higher education around equity, public purpose, and social good, rather than market metrics and debt financing. That would require:

  • substantial public reinvestment,

  • free or low-cost pathways for essential programs,

  • accountability for predatory institutions,

  • democratized governance, and

  • a commitment to racial and economic justice.

Whether the nation takes this opportunity remains unclear. What is certain is that the system built on college mania, easy credit, and limitless expansion is collapsing — and Moody’s latest warning simply confirms what students, workers, and communities have felt for years.

The College Meltdown is here. And it’s reshaping the future of higher education in America.

Saturday, December 27, 2025

Bari Weiss, UATX, and the Corporate Rewriting of “Free Speech”

Bari Weiss has built a powerful public identity as a defender of free speech against institutional conformity. From elite universities to legacy newsrooms, she presents herself as a principled dissenter confronting ideological capture. Yet her expanding influence across higher education and corporate media suggests something deeper than individual controversy. It reveals how elite institutions are increasingly repackaging control, consolidation, and risk management as rebellion.

Weiss’s involvement in the University of Austin and her editorial authority at CBS News illustrate how the language of free inquiry has been absorbed into a broader project of institutional realignment rather than democratization.

The University of Austin was launched in 2021 as a highly publicized response to what its founders described as illiberal conditions in American higher education. Weiss, as a co-founder and public face of the project, helped frame UATX as a refuge for intellectual risk-taking and heterodox thought. Yet the institution was not built from the margins of academia. It emerged through the backing of wealthy donors, venture capitalists, tech executives, and high-profile media figures who already occupy powerful positions within American public life.

UATX’s critique of higher education centers almost entirely on cultural politics, presenting universities as hostile to dissent while leaving largely untouched the material structures that govern academic freedom. The casualization of academic labor, the erosion of tenure, donor influence over research agendas, student debt as a disciplinary force, and retaliation against labor organizers and whistleblowers rarely figure into the narrative. In this way, UATX offers not a systemic challenge to elite education but an exit strategy for those with the resources to opt out of public accountability.

The same logic appears in Weiss’s role within legacy media. In late 2025, CBS News pulled a completed investigative segment from 60 Minutes examining the Trump administration’s deportation of Venezuelan migrants to a notoriously brutal prison in El Salvador. The segment had reportedly passed legal and editorial review. The decision to shelve it, attributed to a demand for additional on-the-record administration comment, sparked internal outrage. Veteran journalists described the move as political interference rather than standard editorial caution, with some staff reportedly threatening to resign.

The episode carried a deep irony. One of the most prominent self-described defenders of free speech now presided over the suppression of investigative journalism within one of the country’s most storied news programs. Whether temporary or permanent, the delay signaled a shift in institutional priorities, where political sensitivity and corporate risk appeared to outweigh journalistic autonomy.

This controversy unfolded amid broader upheaval at CBS News. Longtime anchors departed the CBS Evening News in emotional farewells as management reshuffled talent and redefined the network’s public posture. Inside the newsroom, morale reportedly declined as staff faced uncertainty about editorial direction, layoffs, and ideological repositioning. Weiss reportedly questioned journalists about public perceptions of bias, reinforcing a top-down effort to rebrand the organization rather than engage in collective editorial deliberation.

These developments cannot be separated from the corporate transformation of CBS’s parent company. Paramount Global has undergone a sweeping restructuring shaped by its merger with Skydance Media, led by David Ellison, the son of Oracle founder Larry Ellison. Under this new ownership structure, CBS News has been encouraged to restore “balance” and credibility, language that often accompanies efforts to reduce investigative risk and align journalism more closely with corporate and political interests.

At the same time, Paramount’s deal-making has intersected with elite political networks. Jared Kushner’s private equity firm was involved in related media acquisition efforts before withdrawing, highlighting the increasingly blurred lines between media ownership, political influence, and capital consolidation. In this environment, editorial independence is not abolished outright but carefully managed, constrained by the priorities of ownership and the sensitivities of power.

What connects UATX and CBS News under Weiss’s influence is not ideology so much as structure. In both cases, authority flows upward while dissent is curated. Free inquiry is framed as a moral value but detached from democratic governance, labor protections, or accountability to those most vulnerable to institutional retaliation. Meanwhile, individuals and groups who experience genuine silencing in academia and media—adjunct faculty, student activists, labor organizers, whistleblowers, and critics of militarism or donor power—remain largely absent from this version of the free speech debate.

This pattern is familiar within higher education. When institutions face crises of legitimacy, elites rarely pursue democratization. Instead, they create alternatives that preserve control under new branding: private institutes, donor-led centers, honors colleges, and parallel universities. Legacy media has followed a similar path, repackaging dissent while narrowing the scope of accountability.

Bari Weiss is not an anomaly within this landscape. She is emblematic of it. Her influence reflects how “free speech” has become an aesthetic rather than a structural commitment, invoked loudly while practiced selectively.

The danger is not that Weiss holds strong opinions. It is that her framework for free speech travels so easily across institutions precisely because it leaves their economic and power relations intact. The University of Austin does not confront the forces hollowing out higher education. CBS News, under corporate consolidation, risks muting the investigative journalism that once defined it. In both cases, freedom becomes a branding strategy rather than a democratic practice.

For those concerned with truly independent journalism and genuinely democratic education, the lesson is clear. Speech is never just about speech. It is about ownership, power, and who bears the consequences when truth becomes inconvenient.

Wednesday, December 24, 2025

The Expanding Crisis in U.S. Higher Education: OPMs, Student Loan Servicers, Deregulation, Robocolleges, AI, and the Collapse of Accountability

Across the United States, higher education is undergoing a dramatic and dangerous transformation. Corporate contractors, private equity firms, automated learning systems, and predatory loan servicers increasingly dictate how the system operates—while regulators remain absent and the media rarely reports the scale of the crisis. The result is a university system that serves investors and advertisers far more effectively than it serves students.


This evolution reflects a broader pattern documented by Harriet A. Washington, Alondra Nelson, Elisabeth Rosenthal, and Rebecca Skloot: institutions extracting value from vulnerable populations under the guise of public service. Today, many universities—especially those driven by online expansion—operate as financial instruments more than educational institutions.


The OPM Machine and Private Equity Consolidation

Online Program Managers (OPMs) remain central to this shift. Companies like 2U, Academic Partnerships—now Risepoint—and the restructured remnants of Wiley’s OPM division continue expanding into public universities hungry for tuition revenue. Revenue-sharing deals, often hidden from the public, let these companies keep up to 60% of tuition in exchange for aggressive online recruitment and mass-production of courses.

Much of this expansion is fueled by private equity, including Vistria Group, Apollo Global Management, and others that have poured billions into online contractors, publishing houses, test prep firms, and for-profit colleges. Their model prioritizes rapid enrollment growth, relentless marketing, and cost-cutting—regardless of educational quality.

Hyper-Deregulation and the Dismantling of ED

Under the Trump Administration, the federal government dismantled core student protections—Gainful Employment, Borrower Defense, incentive-compensation safeguards, and accreditation oversight. This “hyper-deregulation” created enormous loopholes that OPMs and for-profit companies exploited immediately.

Today, the Department of Education itself is being dismantled, leaving oversight fragmented, understaffed, and in some cases non-functional. With the cat away, the mice will play: predatory companies are accelerating recruitment and acquisition strategies faster than regulators can respond.

Servicers, Contractors, and Tech Platforms Feeding on Borrowers

A constellation of companies profit from the student loan system regardless of borrower outcomes:

  • Maximus (AidVantage), which manages huge portfolios of federal student loans under opaque contracts.

  • Navient, a longtime servicer repeatedly accused of steering borrowers into costly options.

  • Sallie Mae, the original student loan giant, still profiting from private loans to risky borrowers.

  • Chegg, which transitioned from textbook rental to an AI-driven homework-and-test assistance platform, driving new forms of academic dependency.

Each benefits from weak oversight and an increasingly automated, fragmented educational landscape.

Robocolleges, Robostudents, Roboworkers: The AI Cascade

Artificial Intelligence has magnified the crisis. Universities, under financial pressure, increasingly rely on automated instruction, chatbot advising, and algorithmic grading—what can be called robocolleges. Students, overwhelmed and unsupported, turn to AI tools for essays, homework, and exams—creating robostudents whose learning is outsourced to software rather than internalized.

Meanwhile, employers—especially those influenced by PE-backed workforce platforms—prioritize automation, making human workers interchangeable components in roboworker environments. This raises existential questions about whether higher education prepares people for stable futures or simply feeds them into unstable, algorithm-driven labor markets.

FAFSA Meltdowns, Fraud, and Academic Cheating

The collapse of the new FAFSA system, combined with widespread fraudulent applications, has destabilized enrollment nationwide. Colleges desperate for students have turned to risky recruitment pipelines that enable identity fraud, ghost students, and financial manipulation of aid systems.

Academic cheating, now industrialized through generative AI and contract-cheating platforms, further erodes the integrity of degrees while institutions look away to protect revenue.

Advertising and the Manufacture of “College Mania”

For decades, advertising has propped up the myth that a college degree—any degree, from any institution—guarantees social mobility. Universities, OPMs, lenders, test-prep companies, and ed-tech platforms spend billions on marketing annually. This relentless messaging drives families to take on debt and enroll in programs regardless of cost or quality.

College mania is not organic—it is manufactured. Advertising convinces the public to ignore warning signs that would be obvious in any other consumer market.

A Media Coverage Vacuum

Despite the scale of the crisis, mainstream media offers shockingly little coverage. Investigative journalism units have shrunk, education reporters are overstretched, and major outlets rely heavily on university advertising revenue. The result is a structural conflict of interest: the same companies responsible for predatory practices often fund the media organizations tasked with reporting on them.

When scandals surface—FAFSA failures, servicer misconduct, OPM exploitation—they often disappear within a day’s news cycle. The public remains unaware of how deeply corporate interests now shape higher education.

The Emerging Picture

The U.S. higher education system is no longer simply under strain—it is undergoing a corporate and technological takeover. Private equity owns the pipelines. OPMs run the online infrastructure. Tech companies moderate academic integrity. Servicers profit whether borrowers succeed or fail. Advertisers manufacture demand. Regulators are missing. The media is silent.

In contrast, many other countries maintain strong limits on privatization, enforce strict quality standards, and protect students as consumers. As Washington and Rosenthal argue, exploitation persists not because it is inevitable but because institutions allow—and profit from—it.

Unless the U.S. restores meaningful oversight, reins in private equity, ends predatory revenue-sharing models, rebuilds the Department of Education, and demands transparency across all contractors, the system will continue to deteriorate. And students, especially those already marginalized, will pay the price.


Sources (Selection)

Harriet A. Washington – Medical Apartheid; Carte Blanche
Rebecca Skloot – The Immortal Life of Henrietta Lacks
Elisabeth Rosenthal – An American Sickness
Alondra Nelson – Body and Soul
Stephanie Hall & The Century Foundation – work on OPMs and revenue sharing
Robert Shireman – analyses of for-profit colleges and PE ownership
GAO (Government Accountability Office) reports on OPMs and student loan servicing
ED OIG and FTC public reports on oversight failures (various years)
National Student Legal Defense Network investigations
Federal Student Aid servicer audits and public documentation

Tuesday, December 23, 2025

Guild: From Promise to Precarity — What’s New in 2026

When HEI published “Guild Education: Enablers of Anti‑Union Corporations and Subprime College Programs” in April 2021, the piece raised serious concerns about Guild’s business model, its corporate clients, and the value of its touted “education as a benefit” for working-class employees. That early reporting highlighted the risk that Guild’s platform — while appearing to offer opportunity — might deliver little meaningful upward mobility while embedding workers more deeply in corporate control.

Almost five years later, the unfolding story of Guild reveals a deeper crisis: repeated layoffs, leadership instability, and employee dissatisfaction have compounded internal challenges, creating a disconnect between the company’s outward mission and the lived realities of its workforce.

In 2021, HEI documented Guild’s extensive client network, which included major employers such as Walmart, Lowe's, and Chipotle. Its partnerships with both for-profit and nonprofit education providers raised questions about the quality of credentials and long-term outcomes. HEI noted that only a small percentage of eligible employees at these companies accessed Guild’s tuition benefits, highlighting limits in the platform’s reach. At the time, Guild was framed as part of a broader “robocollege” ecosystem, where corporate-sponsored online programs risked low completion rates and limited returns for learners.

The subsequent years have underscored these concerns. After a reported peak valuation of $4.4 billion in 2022, Guild’s value declined sharply by 2024, with secondary market activity placing it around $1.3 billion. The company experienced multiple rounds of layoffs, including a 25 percent workforce reduction in May 2024, adding to prior cuts and heightening employee insecurity. Under new leadership following the departure of founder CEO Rachel Romer Carlson, Guild pivoted strategically, rebranding itself from “Guild Education” to simply “Guild” and acquiring Nomadic Learning to expand its corporate learning offerings.

While the company reports significant growth metrics — including expanded access to nearly 500,000 new employees and over $1 billion saved in tuition — employee reviews reveal a starkly different internal reality. Former and current staff describe high stress, frequent goal-post shifts, and a demoralizing culture marked by favoritism and inequity. Coaching, once central to Guild’s mission, is now characterized by rigid metrics, performance improvement plans, and limited room for meaningful mentorship. Burnout, extended medical leaves, and frustration with stalled internal mobility are widespread. Many employees report that the company’s original social justice mission has been hollowed out in practice, leaving staff disconnected from the work they once found meaningful.

Guild’s pivot toward corporate learning reflects broader trends in workforce development, skills-based hiring, and talent management. While the shift may offer employers measurable returns in retention and internal mobility, it also signals a departure from the promise of genuine educational uplift. For employees drawn to Guild for its original mission, the change raises questions about whose needs are being prioritized and at what cost.

The story of Guild underscores several pressing concerns. Credibility gaps between marketing and internal realities leave workers vulnerable to exploitation. Corporate priorities have overtaken educational mission, demonstrating how profit motives can override commitments to social equity. The devaluation of coaching and credentials as meaningful education risks normalizing lower-quality programs tied primarily to employer needs. For other corporate-sponsored education and edtech ventures, Guild’s trajectory offers a cautionary tale: scaling and investor demands can quickly erode mission and employee well-being.

Guild’s rise was once seen as a model of opportunity creation for working adults, but the experiences of its employees reveal the fragility of that promise. By 2025, the company is less a beacon of social mobility than a case study in what can happen when education becomes a tool for corporate talent management. For readers committed to equity, accountability, and lifelong learning, Guild’s story serves as a warning: marketing and good intentions are insufficient protections when leadership and corporate priorities fail.


Sources

Saturday, December 20, 2025

Financial Logic and the Limits of Educational Governance: David R. Barker and the Marketization of Postsecondary Policy (Glen McGhee)

 “Barker’s background does not prepare him to navigate this tension. It predisposes him to resolve it in favor of the market—and to treat the casualties as acceptable losses.”

Dr. David R. Barker is an economist, wealthy real estate investor, and long-time Iowa Republican activist who currently serves as Assistant Secretary for Postsecondary Education at the U.S. Department of Education under President Donald Trump. A sixth-generation Iowan and former member of the Iowa Board of Regents, Barker previously worked as an economist at the Federal Reserve Bank of New York, taught economics and real estate at the University of Iowa and the University of Chicago, and now runs a real estate and finance firm that owns thousands of apartments and commercial properties across the Midwest.

In 2025, Barker was nominated and confirmed to oversee federal postsecondary policy, with a portfolio focused on “outcomes and accountability,” accreditation reform, student aid policy, and aligning federal grants with the administration’s ideological and fiscal priorities. His academic background—most notably his 1991 dissertation, Real Estate, Real Estate Investment Trust, and Closed End Fund Valuation—reveals a conceptual toolkit grounded in financial economics, asset valuation, property markets, and quantitative modeling. That training, reinforced by decades as a real estate investor and governance actor, shapes a distinctively market-oriented understanding of higher education—one that privileges measurable returns, financial discipline, and transactional accountability.

While these perspectives can contribute to cost control and fiscal stewardship, they also generate predictable and consequential blind spots when applied to institutions whose core purposes are epistemic, developmental, and democratic rather than market-optimizing.

Barker’s intellectual formation rests firmly within a positivist epistemological framework that treats value as something discoverable through quantification, comparability, and replicability. Real estate valuation depends on observable data—comparable sales, capitalization rates, discounted cash flows—to arrive at ostensibly objective measures of worth. Higher education, by contrast, encompasses vast domains of inquiry that resist quantification. The humanities and interpretive social sciences generate knowledge through close reading, archival reconstruction, ethnography, phenomenology, and critical theory—methods that foreground context, reflexivity, and meaning rather than numerical outputs.

An institutional ethnographer, for example, does not aim to optimize organizational efficiency but to understand how power, texts, and routines structure everyday academic life, often from the standpoint of marginalized actors. Such work deliberately rejects managerial abstraction in favor of situated understanding. From an asset-valuation perspective, this kind of scholarship appears unproductive, inefficient, or indulgent. Barker’s training offers little conceptual grounding for why a historian’s decade-long archival project on subaltern voices or a philosopher’s engagement with moral reasoning might be intrinsically valuable despite producing no immediate marketable deliverables.

This epistemological mismatch extends directly into student learning. Decades of higher education research conceptualize college as a developmental process encompassing cognitive complexity, identity formation, ethical reasoning, and critical consciousness. Theories such as Chickering’s vectors of identity development, Perry’s scheme of intellectual and ethical growth, and transformative learning theory emphasize qualitative shifts in how students interpret the world and their place within it.

Barker’s emphasis on return on investment and labor-market outcomes aligns instead with a human capital model that treats education as an economic input yielding wage premiums. This transactional framework struggles to accommodate the intrinsic, non-instrumental aims of liberal education—the cultivation of judgment, curiosity, civic responsibility, and reflective self-understanding. When learning is operationalized primarily through employment metrics, the deeper question of how students think, reason, and deliberate disappears from view.

Nowhere is the mismatch more consequential than in faculty governance and academic freedom. American higher education rests on shared governance, articulated in the AAUP’s 1966 Statement on Government of Colleges and Universities, which recognizes faculty as the primary stewards of curriculum, academic standards, and knowledge production.

Barker’s professional background emphasizes hierarchical authority, executive control, and fiduciary accountability—an orientation that mirrors corporate governance rather than collegial self-rule. His rhetoric echoes the managerial logic of the Jarratt Report era, which reimagined universities as corporate enterprises with academic units treated as cost centers. Barker has publicly described “battling a liberal university establishment,” mapping faculty political affiliations through voter registration data, closing departments, and curbing what he calls “indoctrination sessions.” These remarks reveal a view of faculty not as epistemic authorities but as politically suspect employees requiring surveillance and correction.

Applying asset-management logic to academic departments—judging their worth by enrollment figures or ideological balance rather than disciplinary contribution—misunderstands the distributed authority and intellectual autonomy on which academic quality depends.

Equally alien to financial logic are the tacit and relational dimensions of learning. Liberal education unfolds through mentorship, dialogue, sustained engagement with complexity, and the slow formation of intellectual dispositions. Its most profound effects often emerge years after graduation and cannot be pre-specified as metrics. Barker’s preference for standardizable outcomes and compliance-based accountability—reinforced by the Trump administration’s Compact for Academic Excellence—privileges what can be measured over what can be meaningfully understood.

The consequences are especially severe for community colleges and HBCUs. These institutions serve disproportionate numbers of low-income, first-generation, and historically marginalized students. Research consistently shows that equity gaps reflect structural inequalities in K–12 education, funding, and social stratification, not institutional inefficiency or lack of merit. Market-efficiency frameworks misread these realities, interpreting low completion rates as failure rather than as evidence of unmet structural obligations.

Saint Augustine’s University captured this tension in its response to Barker regarding the Compact for Academic Excellence, noting that restrictions on race-conscious policies conflict directly with HBCUs’ statutory mission under Title III of the Higher Education Act. Institutions designed to expand access cannot be evaluated using the same market metrics as selective research universities.

Barker’s antipathy toward critical pedagogy further reveals the limits of his framework. Educational traditions rooted in Paulo Freire, bell hooks, and Henry Giroux understand education as inherently political and aimed at developing critical consciousness and democratic agency. Barker’s efforts to eliminate diversity-related accreditation standards and suppress justice-oriented curricula position him in direct opposition to these traditions.

At stake are fundamentally different answers to the question of what education is for. Market logic prioritizes efficiency, credential exchange, and wage outcomes. Critical and liberal traditions prioritize human development, democratic participation, and knowledge for its own sake. Barker’s training provides no framework for adjudicating between these visions beyond market discipline.

The predictable consequences are already visible: epistemological narrowing, erosion of faculty autonomy, commodification of credentials, punitive accountability for equity-serving institutions, and deregulated accreditation that invites predatory actors. History shows that weakened oversight benefits for-profit extractive models, not students or the public good.

David R. Barker’s expertise equips him to manage balance sheets and assess asset performance. It does not equip him to steward institutions whose central purposes—knowledge creation, human development, and democratic citizenship—cannot be reduced to financial return. The conflict articulated by Saint Augustine’s University between equity mission and market mandate will define the next phase of federal postsecondary policy. Barker’s background does not prepare him to navigate that tension. It predisposes him to resolve it in favor of the market—and to treat the casualties as acceptable losses.


Sources

American Association of University Professors. Statement on Government of Colleges and Universities. 1966.

American Association of University Professors. 1940 Statement of Principles on Academic Freedom and Tenure, with 1970 Interpretive Comments.

Barker, David R. Real Estate, Real Estate Investment Trust, and Closed End Fund Valuation. Doctoral dissertation, University of Chicago, 1991.

Chickering, Arthur W., and Linda Reisser. Education and Identity. Second edition. Jossey-Bass, 1993.

Freire, Paulo. Pedagogy of the Oppressed. Continuum, 1970.

Giroux, Henry A. Neoliberalism’s War on Higher Education. Haymarket Books, 2014.

hooks, bell. Teaching to Transgress: Education as the Practice of Freedom. Routledge, 1994.

Jarratt, Alex. Report of the Steering Committee for Efficiency Studies in Universities. Committee of Vice-Chancellors and Principals, 1985.

Nelson, Cary. No University Is an Island: Saving Academic Freedom. New York University Press, 2010.

Perry, William G. Forms of Intellectual and Ethical Development in the College Years. Holt, Rinehart and Winston, 1970.

Scott, James C. Seeing Like a State: How Certain Schemes to Improve the Human Condition Have Failed. Yale University Press, 1998.

Slaughter, Sheila, and Gary Rhoades. Academic Capitalism and the New Economy. Johns Hopkins University Press, 2004.

Trow, Martin. “Problems in the Transition from Elite to Mass Higher Education.” OECD conference paper, 1973.

U.S. Department of Education. Compact for Academic Excellence. Trump administration policy framework, 2025.

U.S. Department of Education, Office of Postsecondary Education. Accreditation and State Authorization Regulations. Federal rulemakings and guidance, various years.

Yosso, Tara J. “Whose Culture Has Capital? A Critical Race Theory Discussion of Community Cultural Wealth.” Race Ethnicity and Education, 2005.

Friday, December 19, 2025

HybriU: A Cloaked Threat in U.S. Higher Ed That the House Committee on the CCP Has Ignored

[Editor's note: The Higher Education Inquirer has attempted to contact the House Select Committee on the Chinese Communist Party a number of times regarding our extensive investigation of Ambow Education and HybriU.  As of this posting, we have never received a response.]  

In the evolving landscape of U.S. higher education, one emerging force has attracted growing concern from the Higher Education Inquirer but remarkably little attention from policymakers: Ambow Education’s HybriU platform. Marketed as a next-generation AI-powered “phygital” learning solution designed to merge online and in-person instruction, HybriU raises serious questions about academic credibility, data governance, and foreign influence. Yet it has remained largely outside the scope of inquiry by the House Select Committee on the Chinese Communist Party.

Ambow Education has long operated in opaque corners of the for-profit higher education world. Headquartered in the Cayman Islands with a U.S. presence in Cupertino, California, the company’s governance and leadership history are tangled and controversial. 

Under CEO and Board Chair Jin Huang, Ambow has repeatedly survived regulatory and institutional crises, prompting the HEI to liken her to “Harry Houdini” for her ability to evade sustained accountability even as schools under Ambow’s control deteriorated. Huang has at times held multiple executive and board roles simultaneously, a concentration of authority that has raised persistent governance concerns. Questions surrounding her academic credentials have also lingered, with no publicly verifiable evidence confirming completion of the doctoral degree she claims.

Ambow’s U.S. footprint includes Bay State College in Boston, which was fined by the Massachusetts Attorney General for deceptive marketing and closed in 2023 after losing accreditation, and the NewSchool of Architecture and Design in San Diego, which continues to operate under financial strain, low enrollment, leadership instability, and federal Heightened Cash Monitoring. These institutional failures form the backdrop against which HybriU is now being promoted as Ambow’s technological reinvention.

Introduced in 2024, HybriU is marketed as an AI-integrated hybrid learning ecosystem combining immersive digital environments, classroom analytics, and global connectivity into a unified platform. Ambow claims the HybriU Global Learning Network will allow U.S. institutions to expand enrollment by connecting international students to hybrid classrooms without traditional visa pathways. Yet independent reporting has found little publicly verifiable evidence of meaningful adoption at major U.S. universities, demonstrated learning outcomes, or independent assessments of HybriU’s educational value, cybersecurity posture, or data governance practices. Much of the platform’s public presentation relies on aspirational language, promotional imagery, and forward-looking statements rather than demonstrable results.

Compounding these concerns is Ambow’s extreme financial fragility. The company’s market capitalization currently stands at approximately US$9.54 million, placing it below the US$10 million threshold widely regarded by investors as a major risk category. Companies at this scale are often lightly scrutinized, thinly traded, and highly vulnerable to operational disruption. Ambow’s share price has also been highly volatile, with an average weekly price change of roughly 22 percent over the past three months, signaling instability and speculative trading rather than confidence in long-term fundamentals. For a company pitching itself as a provider of mission-critical educational infrastructure, such volatility raises serious questions about continuity, vendor risk, and institutional exposure should the company falter or fail.

Ambow’s own financial disclosures report modest HybriU revenues and cite partnerships with institutions such as Colorado State University and the University of the West. However, the terms, scope, and safeguards associated with these relationships have not been publicly disclosed or independently validated. At the same time, Ambow’s reported research and development spending remains minimal relative to its technological claims, reinforcing concerns that HybriU may be more marketing construct than mature platform.

The risks posed by HybriU extend beyond performance and balance sheets. Ambow’s corporate structure, leadership history, and prior disclosures acknowledging Chinese influence in earlier filings raise unresolved governance and jurisdictional questions. While the company asserts it divested its China-based education operations in 2022, executive ties, auditing arrangements, and opaque ownership structures remain. When a platform seeks deep integration into classroom systems, student engagement tools, and institutional data flows, opacity combined with financial fragility becomes a systemic risk rather than a marginal one.

This risk is heightened by the current political environment. With the Trump Administration signaling a softer, more transactional posture toward the CCP—particularly in areas involving business interests, deregulation, and foreign capital—platforms like HybriU may face even less scrutiny going forward. While rhetorical concern about China persists, enforcement priorities appear selective, and ed-tech platforms embedded quietly into academic infrastructure may escape meaningful oversight altogether.

Despite its mandate to investigate CCP influence across U.S. institutions, the House Select Committee on the CCP has not publicly examined Ambow Education or HybriU. There has been no hearing, subpoena, or formal inquiry into the platform’s governance, data practices, financial viability, or long-term risks. This silence reflects a broader blind spot: influence in higher education increasingly arrives not through visible programs or exchanges, but through software platforms and digital infrastructure that operate beneath the political radar.

For colleges and universities considering partnerships with HybriU, the implications are clear. Institutions must treat Ambow not merely as a technology vendor but as a financially fragile, opaque, and lightly scrutinized actor seeking deep integration into core academic systems. Independent audits, transparent governance disclosures, enforceable data-ownership guarantees, and contingency planning for vendor failure are not optional—they are essential.

Education deserves transparency, stability, and accountability, not hype layered atop risk. And oversight bodies charged with protecting U.S. institutions must recognize that the future of influence and vulnerability in higher education may be written not in classrooms, but in code, contracts, and balance sheets.


Sources

Higher Education Inquirer, “Jin Huang, Higher Education’s Harry Houdini” (August 2025)
https://www.highereducationinquirer.org/2025/08/jin-huang-higher-educations-harry.html

Higher Education Inquirer, “Ambow Education Continues to Fish in Murky Waters” (January 2025)
https://www.highereducationinquirer.org/2025/01/ambow-education-continues-to-fish-in.html

Higher Education Inquirer, “Smoke, Mirrors, and the HybriU Hustle: Ambow’s Global Learning Pitch Raises Red Flags” (July 2025)
https://www.highereducationinquirer.org/2025/07/smoke-mirrors-and-hybriu-hustle-ambows.html

Ambow Education, 2024–2025 Annual and Interim Financial Reports
https://www.ambow.com

Market capitalization and volatility data, publicly available market analytics

Massachusetts Attorney General’s Office, Bay State College settlement

U.S. Department of Education, Heightened Cash Monitoring disclosures

House Select Committee on the Chinese Communist Party, mandate and public hearings

The Brown University Killing, the Educated Underclass, and the Politics of Control

When a killing becomes associated with an elite institution such as Brown University, the public narrative hardens quickly. The event is framed as an unforeseeable rupture—either the product of individual pathology or evidence that universities have failed to control dangerous people in their midst. Missing from both accounts is a deeper examination of how elite higher education produces an educated underclass, how mental illness is managed rather than treated, how international students are uniquely exposed to risk, and how mass surveillance and reporting regimes increasingly substitute for care.

Elite universities project an image of abundance: intellectual freedom, global opportunity, and moral seriousness. Yet beneath that image lies a population living with chronic insecurity. Graduate students, adjuncts, postdoctoral researchers, and international students occupy a paradoxical position—highly educated, institutionally dependent, and structurally disposable. They are central to the university’s labor model and global prestige, yet peripheral to its safety nets and decision-making structures.

Mental illness must be addressed directly, but not in the reductive way it is often invoked after violence occurs. Campus mental health systems are overwhelmed, under-resourced, and shaped by liability concerns rather than therapeutic commitments. Students in severe psychological distress frequently encounter long waitlists, fragmented care, or administrative responses that blur the line between support and discipline. Crisis is managed, not resolved.

For international students, these failures are magnified. Visa status is typically contingent on continuous enrollment and academic performance. A mental health crisis can threaten not only a student’s education but their legal right to remain in the country. Seeking help may carry perceived—or real—risks: loss of funding, forced leaves of absence, housing instability, or immigration consequences. Cultural stigma, racism, language barriers, and social isolation further discourage engagement with already inadequate systems.

Rather than expanding care, universities have increasingly expanded surveillance. Elite campuses now operate dense ecosystems of monitoring: security cameras, access controls, data analytics, behavioral intervention teams, and anonymous “concerned citizen” tip lines. These systems are justified as preventative safety measures, but they often function as tools of social control. “Concerning behavior” is deliberately undefined, allowing subjective judgments to trigger institutional scrutiny.

Such systems disproportionately affect those who already stand out—students who are foreign, mentally ill, socially isolated, or racially marginalized. For international students in particular, being flagged by a tip or threat assessment process can escalate rapidly, drawing in campus police, local law enforcement, or federal immigration authorities. Surveillance does not replace care; it displaces it.

In the aftermath of violence, political responses tend to reinforce this displacement. Donald Trump’s reactions to campus-related violence and crime have followed a consistent pattern: emphasis on “law and order,” denunciations of universities as irresponsible or ideologically corrupt, and calls for stronger policing, harsher penalties, and increased monitoring. Mental illness is often invoked rhetorically, but rarely accompanied by proposals for expanded treatment, housing stability, or protections for vulnerable students—especially non-citizens.

This framing matters. When elite campus violence is interpreted through a punitive lens, it legitimizes further surveillance, broader reporting mandates, and closer coordination between universities and law enforcement. It shifts responsibility away from institutional structures and onto individuals deemed dangerous or deviant. For foreign students and members of the educated underclass, this environment deepens fear and discourages help-seeking, even as pressure intensifies.

The concept of the educated underclass helps explain why these dynamics are so volatile. Contemporary higher education produces vast numbers of highly trained individuals for a shrinking set of secure positions. International students are recruited aggressively, charged high tuition, and celebrated as evidence of global prestige, yet offered limited pathways to stable employment or belonging. Universities benefit enormously from this arrangement while externalizing its human costs.

None of this excuses violence. Accountability is essential, and the suffering of victims must remain central. But focusing exclusively on individual blame—or on punitive political responses—allows institutions to preserve comforting myths about themselves. It obscures how structural precarity, untreated mental illness, immigration vulnerability, and surveillance-based governance interact in predictable ways.

What incidents connected to elite universities ultimately reveal is not merely individual failure, but institutional contradiction. Universities claim to value diversity while subjecting foreign students to heightened scrutiny. They speak the language of wellness while expanding systems of monitoring and reporting. Political leaders denounce campuses while endorsing the very control mechanisms that exacerbate isolation and distress.

Until universities invest seriously in mental health care, protect international students from cascading penalties, and confront the harms of surveillance-first approaches—and until political leaders move beyond carceral reflexes—elite campuses will remain places where suffering is managed rather than addressed. When that management fails, the consequences can be catastrophic.


Sources

American Psychiatric Association. Mental Health in College Students.
https://www.psychiatry.org/patients-families/college-students/mental-health-in-college

Eisenberg, D., et al. “Mental Health and Academic Success in College.” The B.E. Journal of Economic Analysis & Policy, 2009.

Foucault, Michel. Discipline and Punish: The Birth of the Prison. Vintage Books.

Institute of International Education. Open Doors Report on International Educational Exchange.
https://opendoorsdata.org

Lipson, S. K., & Eisenberg, D. “Mental Health and Academic Attitudes and Expectations in University Populations.” Journal of Adolescent Health, 2018.

Monahan, Torin. Surveillance in the Time of Insecurity. Rutgers University Press.

Newfield, Christopher. The Great Mistake: How We Wrecked Public Universities and How We Can Fix Them. Johns Hopkins University Press.

U.S. Department of Homeland Security. SEVP Guidance for International Students.
https://www.ice.gov/sevis

Trump, Donald J. Public statements and campaign remarks on crime, universities, and law enforcement, 2016–2024.

Zuboff, Shoshana. The Age of Surveillance Capitalism. PublicAffairs.

The University of Austin’s Ideological Overreach: A Critical Look at the “Higher Education” Alternative

The University of Austin (UATX) markets itself as the cure for the alleged decay of American universities—a “fearless pursuit of truth” dedicated to restoring rigor, patriotism, and civic virtue. In a recent fundraising appeal, UATX’s president Carlos Carvalho argued that America’s youth have been “miseducated, unwise, and confused” by elite institutions and that only UATX’s model can reverse these trends.

But beneath the rhetoric lies a deeply ideological project that raises serious questions about educational substance, inclusivity, and the influence of wealthy backers. Rather than addressing the structural challenges facing higher education, UATX simplifies complex societal shifts into a moral blame game, offering solutions grounded in a narrow set of political and cultural assumptions.

A Narrow Diagnosis for a Complex Problem

UATX highlights surveys showing declining patriotism among young Americans and growing interest in alternative economic systems such as socialism. The university concludes that mainstream universities are to blame for this generational malaise—a claim both simplistic and selective. Attitudes toward identity, governance, and civic life are shaped by economics, media, community, and lived experience, not solely by seminar-room pedagogy. Reducing broad societal trends to grading policies or curriculum choices obscures complexity and risks promoting moral panic over reasoned analysis.

UATX’s Prescriptions: Tradition Over Inquiry

The university champions meritocratic admissions emphasizing test scores, small seminars, and strict grading as antidotes to the so-called “gutting of academic standards.” While rigorous study has value, these proposals reflect a particular vision of education: one centered on classical Western texts, narrow definitions of excellence, and pedagogical models that prioritize conformity over intellectual exploration. Rather than fostering openness, this approach risks reinforcing orthodoxy.

Donors, Ideology, and Influence

UATX rejects tuition and government support in favor of private philanthropy, a choice that amplifies questions of ideological influence. The university’s early and major backers are heavily aligned with conservative and libertarian priorities, raising doubts about whether the institution can serve as a genuinely neutral forum for intellectual inquiry. Notable supporters include Jeff Yass, billionaire co-founder of Susquehanna International Group and major Republican donor, who pledged $100 million to UATX, launching a $300 million campaign; Harlan Crow, real estate developer and GOP donor, reported as an early backer; Len Blavatnik, investor whose family foundation has donated to UATX; and Bill Ackman, hedge fund manager supporting UATX’s free-speech mission.

Founders and trustees include Bari Weiss, journalist and co-founder who remains a trustee, framing UATX as a response to “censoriousness” in higher education; Joe Lonsdale, venture capitalist and founding trustee linked to UATX’s fiscal sponsor; and Niall Ferguson, Pano Kanelos, and others who played founding leadership roles. The concentration of wealth and ideological alignment among donors raises pressing questions: can a university built on such a foundation truly function as a neutral intellectual space?

Alarmism, Ideology, and Academic Freedom

UATX portrays mainstream universities as ideologically monolithic and hostile to free speech. Critics note that such framing conflates disagreement with censorship, overlooking the robust debates already occurring on campuses nationwide. Moreover, by marketing itself as an alternative to “woke indoctrination,” UATX signals a particular cultural orientation rather than offering a neutral platform for diverse perspectives.

Ideological Branding—not Educational Transformation

UATX presents itself as an education revolution. Yet its model appears more rooted in ideological branding than in addressing real structural and pedagogical challenges: affordability, accessibility, genuine academic freedom, and engagement with both classical and contemporary ideas. True reform demands more than a privately funded bubble of aligned donors and like-minded students; it requires grappling with complexity rather than caricaturing crisis.

Sources 

Green, Erica L. At the U. of Austin, a Raft of Departures Leaves More Questions Than Answers. Chronicle of Higher Education.
Zaleski, Olivia. Austin’s Anti‑Woke University Is Living in Dreamland. The New Republic.
Smith, Helen. Is the University of Austin Betraying Its Founding Principles? Quillette.
CBS News. UATX Launches, Touting Ideological Openness and Debate.
Austin Monthly. How the So‑Called University of Austin Is Faring Nearly Two Years After Conception.
Chron.com. University of Austin Staff Exodus.
Reformaustin.org. GOP Donors Pour Millions Into Anti‑Woke University in Texas.
Salon.com. Bari Weiss’ Field of Right‑Wing Dreams: Will the University of Austin Ever Actually Exist?

The Four Envelopes: A Cautionary Tale for Higher Education

When a new university president arrives on campus, they inherit more than a title and a set of obligations. They inherit a political ecosystem, a financial tangle, an entrenched culture of silence, and a long list of unresolved failures handed down like family heirlooms. Academic folklore captures this reality in the famous story of the three envelopes, a darkly humorous parable that has circulated for decades. But the contemporary landscape of higher education—with its billionaire trustees, private-equity logic, political interference, and donor-driven governance—demands an updated version. In 2025, the story no longer ends with three envelopes.

It begins the usual way. On the new president’s first day, they find a note from their predecessor and three envelopes in the top drawer. A few months later, enrollment stumbles, faculty grow restless, and trustees begin asking pointed questions. The president opens the first envelope. It reads: “Blame your predecessor.” And so they do, invoking inherited deficits, outdated practices, and “a period of transition.” Everyone relaxes. Nothing changes.

The second crisis comes with even less warning. Budget gaps widen. Donors back away. A scandal simmers. Morale erodes. The president remembers the drawer and opens the second envelope. It says: “Reorganize.” Suddenly the campus is flooded with restructuring proposals, new committees, new vice provosts, and flowcharts that signal movement rather than direction. The sense of activity buys time, which is all the president really needed.

Eventually comes the kind of crisis that neither blame nor reshuffling can contain: a revolt among faculty, a public scandal, a collapse in confidence from every constituency that actually keeps the university functioning. The president reaches for the third envelope. It contains the classic message: “Prepare three envelopes.” Leadership in higher education is cyclical, and presidents come and go with the expensive inevitability of presidential searches and golden-parachute departures.

But that is where the old story ends, and where the modern one begins.

In the updated version, the president sees one more envelope in the drawer. This one is heavier, embossed, and unmistakably official. When they open it, they find a severance agreement and a check already drafted. The fourth envelope is a parting gift from megadonor and trustee Marc Rowan.

The symbolism is blunt. In an era when billionaire donors treat universities like portfolio companies and ideological battlegrounds, presidential tenures can end not because of institutional failure but because the wrong donor was displeased. Rowan, the financier who helped drive leadership changes at the University of Pennsylvania, represents a broader shift in American higher education: presidents are increasingly accountable not to faculty, staff, students, or the public, but to wealthy benefactors whose money exerts gravitational pull over governance itself. When those benefactors want a president removed, the departure is not a matter of process or principle but of power.

The fourth envelope reveals the new architecture of control. It tells incoming presidents that their exit was negotiated before their first decision, that donor influence can override shared governance, and that golden severance packages can help smooth over conflicts between public mission and private interest. It is a warning to campus communities that transparency is not a value but an obstacle, and that leadership stability is fragile when tied to the preferences of a handful of financiers.

The revised story ends not with resignation but with a question: what happens to the public mission of a university when private wealth dictates its leadership? And how long will faculty, students, and staff tolerate a structure in which the highest office is subject not to democratic accountability but to donor impatience?

The four envelopes are no longer folklore. They are a mirror.

Sources
Chronicle of Higher Education reporting on donor-driven leadership pressure at Penn
Inside Higher Ed coverage on presidential turnover and governance conflicts
Public reporting on Marc Rowan’s influence in university decision-making
Research literature on billionaire philanthropy and power in higher education

Monday, December 15, 2025

The Panama Deception: A Critical Tool for Understanding U.S. Intervention in Latin America

Barbara Trent’s 1992 documentary The Panama Deception remains an essential work for comprehending the nature and impact of U.S. military interventions in Latin America. Winner of the Academy Award for Best Documentary Feature, the film offers a critical examination of the December 1989 U.S. invasion of Panama—Operation Just Cause—and challenges official narratives about that intervention.

Reframing the Official Narrative

The Panama Deception scrutinizes the publicly stated justifications for the 1989 invasion, including protecting U.S. citizens, defending democracy, and combating drug trafficking. In doing so, it highlights stark discrepancies between government claims and on‑the‑ground realities, arguing that the invasion served broader strategic interests rather than solely humanitarian or legal objectives.

The film foregrounds how the U.S. government and mainstream media shaped public perceptions, often downplaying civilian casualties and simplifying complex political dynamics to justify military action. By exposing this media bias, the documentary encourages viewers to question official accounts and consider how information is framed in service of policy goals. 

Human Cost and Civilian Impact

A central contribution of the documentary is its focus on the human toll of the invasion. Using firsthand testimonies, footage of destruction, and accounts of displacement, the film documents the suffering of Panamanian civilians—particularly in impoverished neighborhoods such as El Chorrillo—which received limited attention in U.S. media coverage. 

These portrayals deepen our understanding of how military interventions affect everyday lives beyond abstract geopolitical objectives. For students and scholars of international relations, human rights, and media studies, this emphasis provides a critical counterpoint to sanitized official histories.

Historical and Geopolitical Context

The Panama Deception situates the Panama invasion within a longer history of U.S. influence in the region. It suggests that long‑standing strategic interests—including control over the Panama Canal and hemispheric dominance—shaped U.S. policy long before the invasion’s official rationales were publicly articulated.

While the Torrijos‑Carter Treaties mandated transfer of canal control to Panama by 1999, the film and many independent observers argue that U.S. policymakers were intent on maintaining influence and minimizing threats to American strategic goals. 

Media Critique and Public Perception

One of the documentary’s most enduring contributions lies in its examination of media complicity. The Panama Deception demonstrates how mainstream outlets often uncritically echoed government talking points, marginalizing dissenting voices from Panamanian civilians, independent journalists, and human rights advocates. 

This critique remains relevant for students exploring how propaganda, framing, and selective reporting can influence public support for foreign policy decisions. The film thus serves as a case study for media literacy alongside political critique.

Conclusion: Educational and Analytical Value

The Panama Deception offers a multifaceted analysis of U.S. interventionism that transcends a single historical event. By combining archival evidence, eyewitness accounts, and critical commentary, it provides learners with a structured means to examine the intersections of power, narrative, and human consequence. For educators and researchers in Latin American studies, political science, and media studies, the film underscores the importance of questioning official narratives and exploring the lived effects of foreign policy decisions.


Selected Sources

  • The Panama Deception (1992 documentary overview and details). 

  • Analysis of the film’s critique of U.S. media and government narratives. 

  • Historical context on media bias and human impact. 

  • Wider context on the invasion and implications related to Panama Canal treaty issues.