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
Jan 2, 2019
Jan 2, 2019 neutral
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…”
Jan 2, 2019
Jan 2, 2019 bearish
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…”
Dec 12, 2025 positive
Jul 7, 2026
Sep 9, 2026 bullish
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…”