This is an interesting shift, but feels less promising than the initial rhetoric. Vocational education in STEM fields delivered by for-profit institutions is already pretty well-trodden ground. ITT Tech, for example, is a large incumbent in this sector. Why should someone go with Udacity instead?
Price, access. But mostly price. One could start Udacity while in middle school and be bad ass before leaving high school. I doubt ITT Tech offers that. Highly motivated students will excel and be able to test out of classes they don't need to waste their time with.