$6T reframe (Redpoint 2026 report): training vs. labour budgets; Employer-pays training model is breaking down

Written by
David Guérin

Listen on Apple Podcasts and Spotify, or watch on YouTube.

Timestamps

0:29 Intro
2:25 Redpoint 2026 Market Update: perspective for founders in the future of learning/work space
12:05 Who pays for training
22:58 Outro


Learning companies have spent years chasing training budgets and a new Redpoint report (2026 Market Update) reframes the opportunity entirely: AI is unlocking trillions in labour budgets, and the companies with the right data may already be sitting on a far more valuable asset than they think. David and Rhys unpack three ideas for founders in the future of learning/work space, then examine how the employer-pays training model is quietly breaking down, from Amazon's Career Choice to co-funded learning and the rise of learning as a personal benefit.


Link:
https://www.redpoint.com/reports/2026-market-update

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