Excel

8 statements across 8 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Jan 2, 2019 by Steven Sinofsky · across every show →

Everything said about Excel, oldest first

Jan 2, 2019 neutral
Assertion Supported
Sinofsky: Excel Was the Preferred Word Processor in Japan During the 1990s
“One of these eyeopening experiences I had was to find out at one point in the nineties that Excel was the preferred word processor in Japan because the documents in Japan are all highly structured.”
Steven Sinofsky Jan 2, 2019 ▶ 6:28 a16z Podcast | Engineering a Revolution at Work
Jan 2, 2019
Assertion Contradicted
Granger: Excel is the world's most popular programming language
“The most popular programming language in the world is Excel. It is programming just like everything else is. And Excel is used by eight hundred million people every single day, right?”
Chris Granger Jan 2, 2019 ▶ 8:12 a16z Podcast | Coding as Literacy
Jan 2, 2019 neutral
Assertion Not checkable as stated
Levine: On-premise data centers give large companies an advantage over SMBs
“Large organizations who have the expertise and budgets to go create on-prem data centers have a huge competitive advantage over the hundreds of thousands of small to mid-sized companies that are probably using Excel spreadsheets as their data analytics tool ri…”
Peter Levine Jan 2, 2019 ▶ 16:06 a16z Podcast | Big Data Goes Really Big
Jan 2, 2019
Disclosure
Sinofsky: Microsoft could not formally prove to Boeing that Excel actually worked
“I couldn't go to people at Boeing or people at the Navy or wherever in Wall Street and prove that Excel worked.”
Steven Sinofsky Jan 2, 2019 ▶ 29:13 a16z Podcast | Revenge of the Algorithms (Over Data)... Go! No?
Jan 2, 2019 bearish
Prediction Not checkable as stated
Sinofsky: Power desktop app user counts will plateau as cloud surges
“The number of people that are going to build Excel models isn't going to increase or run Photoshop or AutoCAD. But the number of people communicating with them and coordinating and vendors and things like that, that are going to be cloud-based is going to go u…”
Steven Sinofsky Jan 2, 2019 ▶ 32:32 a16z Podcast | The $200 PC in the Enterprise
Dec 12, 2025 positive
Insight
Evans: AI startups unbundle ChatGPT like SaaS startups unbundled Excel
“They're unbundling chat GPT, just as the enterprise software company of 10 years ago was unbundling Oracle or Google or Excel.”
Benedict Evans Dec 12, 2025 ▶ 25:06 AI Eats the World: Benedict Evans on the Next Platform Shift
Jul 7, 2026
Insight
Sinofsky: Enterprise software's most used features are CSV and Excel exports
“In enterprise software, the two most frequently used features exist in no enterprise software natively. It's export to Excel and export as CSV and or PDF you pick.”
Steven Sinofsky Jul 7, 2026 ▶ 25:54 Software in the Age of Agents | The a16z Show
Sep 9, 2026 bullish
Prediction Not checkable as stated
Chi: High-Performing Coding Agents Will Also Automate Excel and PowerPoint Tasks
“I think coding is a sign for what's to come in every domain. And a lot of the primitives established there are carrying over to other places. You know, if you have a very good coding agent chances are you have a model that can also make PowerPoint slides or DC…”
Ryan Chi Sep 9, 2026 ▶ 21:56 Inside the Race to Measure Frontier Intelligence
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