Microsoft Excel

part of Microsoft

3 statements across 1 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 22, 2024 by Ben Gilbert · said 56 times in 14 episodes since 2021 · across every show →

Mentions by year

brought up most by Ben Gilbert (19), David Rosenthal (15), Steve Ballmer (3), Doug DeMuro (2), Packy McCormick (1), Howard Marks (1)

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2025 10 mentions in 5 episodes 2 per episode

The Steve Ballmer Interview · Acquired Jun 2, 2025 · 4 mentions · from 30:55
Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 3 mentions · from 45:28
Epic Systems (MyChart) · Acquired Apr 21, 2025 · 1 mention · from 1:25:05
Indian Premier League Cricket (Audio) · Acquired Mar 24, 2025 · 1 mention · from 1:12:58
TSMC · Acquired Jan 21, 2025 · 1 mention · from 1:06:03
every mention in 2025, scene by scene →

2024 38 mentions in 3 episodes 13 per episode

Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired Apr 22, 2024 · 31 mentions · from 21:25
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired Jul 22, 2024 · 6 mentions · from 1:35:42
Renaissance Technologies (Audio) · Acquired Mar 18, 2024 · 1 mention · from 1:56:50
every mention in 2024, scene by scene →

2023 2 mentions in 1 episode

Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired Sep 20, 2023 · 2 mentions · from 1:30:16
every mention in 2023, scene by scene →

2022 3 mentions in 3 episodes 1 per episode

Enron · Acquired Nov 29, 2022 · 1 mention · from 1:03:36
Howard Marks & Andrew Marks: Something of Value · Acquired Aug 30, 2022 · 1 mention · from 1:29:52
Nvidia: The GPU Company (1993-2006) · Acquired Mar 28, 2022 · 1 mention · from 1:41:23
every mention in 2022, scene by scene →

2021 3 mentions in 2 episodes 2 per episode

Not Boring (with Packy McCormick) - Extended Cut · Acquired Dec 3, 2021 · 2 mentions · from 1:35:06
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 1 mention · from 1:41:48
every mention in 2021, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Microsoft Excel, oldest first

Apr 22, 2024

Assertion Not checkable as stated

Apple matched Microsoft's marketing spend for the launch of Excel

“And so I'm not sure this has ever been publicly disclosed before, but Apple spent just as much marketing Excel as Microsoft did. They matched Microsoft's marketing spend with their own campaign for it and split the bill.”

Ben Gilbert Apr 22, 2024 ▶ 2:29:59 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired

Apr 22, 2024

Assertion Supported

The first version of Microsoft Excel was built for the Macintosh

“Far and away, the first thing to point out is the first version of Microsoft Excel was for the Mac.”

Ben Gilbert Apr 22, 2024 ▶ 2:26:28 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired

Apr 22, 2024

Assertion Contradicted

Microsoft Excel was the world's first graphical spreadsheet program

“Excel is the world's first graphical spreadsheet program, and that's why it wins, and that's why it's so important.”

David Rosenthal Apr 22, 2024 ▶ 2:27:39 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired

Microsoft Excel

Mentions by year

Everything said about Microsoft Excel, oldest first

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