And this is a company that has essentially "pivoted" to being a sort of vocational training in the CS space. There may be a business model there but it doesn't seem like anything particularly unique or deserving of out-sized evaluations.
Similarly for non-traditional education, custom-tuned and branded platforms for companies, non-profits, public agencies and the like. Helping build packages of courses and hosting self-developed content for internal development programs (lots of engineering firms have a learning component in career progression, for example).
It feels like there should be a huge market something that does all this ^^ simply, provides useful reporting and basic information analysis, and for a good price.
"Nanodegree in... what the what? Oh, wait a second. Yeah, this is that PR from the Khan Academy or whatever. Sure, I recognize that from the other wave of applications."
Depending on the savvy of the recruiters they might start to figure that nano = one billionth, so a nano degree is roughly an eight of a second of a four year degree.
Personally, I hate organized forms of education (and I spent 5 years teaching English as a foreign language in a high school!) Point me a text book, or blog posts or whatever and I will work through it at my own pace and in the order that I prefer. But I have to admit that it's pretty hard for me to put anything on my CV. The Coursera certificates (and I suppose these "nanodegrees" -- I haven't looked into this and know nothing about it) have a lot of value in that sense. From my experience hiring, I think it's certainly worth a few hundred dollars to have things like that on your CV. If it catches on (as it appears to be doing), then the bar will be raised and you will have to spend more to stand out. There is definite opportunity.