why aren't all 8 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
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?”
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.”
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.”
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…”
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.”
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…”
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…”
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.”