There are fascinating shifts going on in higher education today, from MOOCs to the 'flipped classroom'. A lot of action. I think we are looking at another text-book "Innovator's Dilemma" scenario playing out:
The established players (traditional universities), aware of a new way of delivering their offer, but seeing that it doesn't meet the needs of their customer's as well as the old way. And the upstarts (udemy and others), the disruptors, applying and refining the use of the technology in niche markets, eventually perfecting it to the point that they can blow by the laggards, and leave them in the dust. Textbook!
Check out today's New York Times:
"Institutions of higher learning must move, as the historian Walter Russell Mead puts it, from a model of “time served” to a model of “stuff learned.” Because increasingly the world does not care what you know. Everything is on Google. The world only cares, and will only pay for, what you can do with what you know." (from New York Times: The Professor's Big Stage)