I am sure there is a huge demand for platforms like this.
Airschool’s competitors (the ones I know of) charge a monthly fee that teachers have to pay in order to offer their courses. This might keep many people away from getting started.
The business model of Airschool is smart by allowing anyone to create courses and taking a cut in the sale. In contrast to other LMS solutions (that have problems getting traction), I believe that Airschool has better chances in succeeding by taking a piece of the pie and letting anyone sell courses, instead of charging teachers a subscription fee.

Apart from their business model their UI/UX design is better than others, but still quite away far from the market leaders.
In the official course "How to create your online course", I noticed that there is a huge UX problem with the players – the play-icon (in the center of a video) cannot be clicked. You have to click outside of the icon, super buggy experience. Technically this is a very quick fix and I am sure that they will solve it soon. But I am worried that these kinds of UX issues exist. I would not expect a UX issue this serious to exist undetected for multiple days.

What I hope they improve on:
- Better UI/UX design, getting rid of problems as explained above
- Clear payment rules, ideally they would act as a merchant of record, so teachers can concentrate on creating courses and don’t have to care about paying taxes. At least in the EU this is a big topic for people selling courses. If they do this right, they could get a lot of customers from competitors, that now pay a monthly fee.