I can see all kinds of reasons for Udacity to pivot. First, they have to earn money somehow at some point, and that will require some pivoting; Second, their current offering seemed a bit sub-par (IMHO - style over substance, fun videos but in the end skirting the hard/important things I wanted from the course) when compared to, say, Coursera. And changing that doesn't need 'more quality', they already can do quality stuff, but it needs a clearer direction on who and why the course is intended serve - ergo, the pivot.