He's been saying this since 2013, sticking the 15 year horizon (which would now leave 10 years): "Fifteen years from now more than half of the universities will be in bankruptcy, including the state schools. In the end, I am excited to see that happen." (source: https://www.bizjournals.com/sanjose/news/2013/02/07/disrupti...)

Even if he is directionally correct, he could be way off on the timing.