Excel

“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…”

“A lot of knowledge work that's related to intermediate tasks, like people operating in Excel and JIRA. That's just not gonna be differentiated. The workflows are very common. And I think that we may not use a lot of tools like that in five to 10 years, so this…”

“There's a point where you do it in Excel, and there's a point where you buy a thing, because you want to know that somebody's thought about how it should work, and somebody is responsible for it, and will fix it, and there will be bug fixes and security.”

“This will be more software, and people will use this to make tools the way they did with no code, and the way they did with Excel, and the way they did with all those previous things, but it doesn't actually fundamentally change the dynamic. It just shifts tho…”

“I think probably the biggest difference between the Excel workflow and the PowerPoint workflow is creativity and taste. There's less objective definition of what good looks like and there's much more room for the user and also the brand to express themselves. …”

“One of the rewarding signals I receive after we develop Excel is that like it's a wow moment from biologists that this is the first time biologists actually find the model can predict exactly how these unseen cell lines kind of respond to different perturbatio…”

“However, definitely our ongoing work and the next version of Excel will be able to infer the spatially aware representations for different cells.”

“Critically, Excel has not seen active cell T cells. And it's able to make accurate prediction, not only on the known biology, the TCR complex, predicting their effect accurately, that these are going to inactive the T cells, which It's exactly what we would ex…”

“What sets Excel different from these static expression models such as SGB or geneformers is that we actually, instead of training on gene expression datasets, we train on causal datasets. We train on massive amount of genome-wide perturbation datasets so that …”

“I have now gotten to the point where I have built an actual agentic AI CFO. That literally is in my email every single day. If I get anything from my finance team, it reads it. It opens up the Excel files. It is got probably 10 pages of instructions on how to …”

“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.”

“The main takeaway here is that everyone is a manager now, and that reframe of making sure your agents are set up for success, like a manager would with their team, is the unlock in terms of how you look at this. It's not, I've got a new tool like Salesforce, o…”

“I learned skills that will be redundant, like Excel and PowerPoint. Not gonna matter in five years, but we're very helpful in the first 10 years of my career.”

“Like one thing that we published recently was you can go into Excel, hook it up with Claude, hook up Claude with standard metrics, and then ask it to do a discounted cashflow for a portfolio company. It'll just build it for you.”

“So when I was running an ops floor for a prefab trust and panel panelization company, they had bigger problems, not just on the manufacturing floor, but on the financials as well, and they were constantly using smart sheets, and I believe Dynamics was their so…”

“There's so much just very mechanical skill associated with Excel spreadsheets, with presentations, and if the AI has the context, it has the raw intelligence now to be able to do these things at a great level. So if we can just make it more accessible, suddenl…”

“All of that data is lost because that work is done usually in manual spreadsheets that lives on someone's laptop, and it's done a little bit differently month over month. These are called month-close workbooks, which are always an Excel sheet living on, on som…”

“There's almost a false degree of precision in, in today's world of Excel. The reality is so many times you just have to overlay good judgment and you have to recognize there are certain things outside of your control that, You know, your Excel model will seem …”

“Most people, when they're using Excel, they're programming and they don't know it. It's possibly the greatest piece of software ever made.”

“The one thing you could not tell anyone before COVID is that their manufacturing software doesn't work. Like, people would point at their ERP system and be like, look how great it is. I spent five billion dollars, ten billion dollars doing it. But as a forward…”

“When we founded in the company in in in I honestly, I didn't even know what is FP&A. The solution or the concept or the technology that we developed. Well, nothing related to finance. It was related to business users that use Excel.”

“You are a CFO of a 200 employees company. You use Excel for 15 years to run your finance. You will never leave Excel. So all these web-based FP&A solution, FP&A web-based financial system, you will never Even think to move from Excel to the web.”

“If you speak with the CIO of the company, you speak with the business, the typically business user, they use Excel, but their dream is to get rid of Excel, right?... Finance people want to stay with Excel because it's more just a tool. This is part of their, e…”

“And when we came with such a compelling and impressive technology with this capability that we beat them in every deal. In every deal, we beat them because they couldn't even get close to what we offer with this connectivity with Excel and database.”

“Cloud for Excel is much worse than cloud code using Python to use the Excel skills to then deposit into.”

“I believe every one of these IDEs are done. It's dead over and gone and dead. I just think it's, why? Why? It doesn't, like, just imagine the concept of you. Like, I remember when I learned Bloomberg. I had to, like, watch videos to learn about all the random …”

“Being able to express a company in a few, a complex company in a few lines in Excel and tell stories with data is like an incredible skill.”

“They're unbundling chat GPT, just as the enterprise software company of 10 years ago was unbundling Oracle or Google or Excel.”

“And I think there's something very similar happening and going to happen with AI is people have to use ChatGPT and like realize that this new sort of workflow is possible. And then there will be a big opportunity to unbundle those workflows into purpose-built …”

“We've been working more closely with Microsoft, even for some agents, even within their office suite, so being able to take the financial analysis capability and the financial planning capability and bring it closer to an Excel user, for example, I think that'…”

“I now tell my product people, I've been saving it for a long time. Basically, you will not send anything To development until you will show a customer that experienced this value without the actual product. Hack it in Excel and Power BI. Be the person for them…”

“I have a prediction that Excel will still be here in five years. And there is a good reason. You can keep that. In five years, Excel will still be there. And in 10 years, Excel will still be there.”

“We made a call that we would kind of rebuild our version of like PowerPoint, Word, and Excel, because we do believe, at least for the time being, that the way in which people interact with technology, regardless of type of technology, will remain quite consist…”

“And the way that the order of execution works, It's just based on variable declarations and references, kind of like Excel in some sense, right? So you can have columns, things just kind of execute in the right way.”

“No one opens up Excel and it's like, here are the next 20 things I'm going to go do. They just play around.”

“If there's three people competing for the same Making the same kind of software. Then the law firm gets the value. Like we don't get paid. Excel doesn't charge 60 grand a year because it replaced an analyst. It charged 60 bucks because that's what you get for …”

“If somebody asks me what's my favorite product, it's always, you know, VS code is one and the other one is Excel.”

“Excel made 2.5 billion dollars. Well done, Daniel Levine. Amazing seed bet early. Paige Craig led a pre-seed, a thousand extra turn.”

“Literally talk to business owners about their daily Excel updates, because that's an AI agent waiting to be built.”

“Building a spreadsheet is, is very tough too, because people expect it to have all the features of Excel, right? And that's a really, and all the bugs of Excel in some cases, Excel has all these bugs that people rely on. Date bugs and formula bugs that are now…”

“You can't export a quadratic sheet back into Excel. You know, we have code and we have database queries that live in our sheet. You can always pull your data out, of course. You could select any area on the sheet and get a CSV or get another file, but you can'…”

“The spreadsheet in Excel is the most important software to have ever been invented.”

“But it still can't actually replace any of the software you use. It can't replace Excel, it can't.”

“The most common feature in all BI products was the button that said download to Excel.”

“That was the first version, which is basically allowing folks to all log in with the same email and password and then download the Excel spreadsheet that my dad would upload through the app that I had built initially.”

“There's still, it's still, like, 60% of people come up from paper and excel, still.”

“So I decided to put things into Excel, used it for about four years, making returns between 15 and 50% consistently per year.”

“Initially it looks like a toy by coding game games and things like that. But I think it will fundamentally change and transform the economy and my model for what we're building. It's let's build an Excel.”

“It's a 130,000 dollar a month AI SaaS company that built their entire business by noticing financial analysts were exporting QuickBooks data to Excel just to reorganize it for management. So they built an AI led layer that generates executive ready reports dir…”

“And I think that oftentimes, you know, founders and people who start businesses, they will like invest in a marketing automation system, or they'll invest in a, you know, in, in, in QuickBooks or something for accounting, which is all necessary stuff, but they…”

“I have very strong opinions about, you know, proper, like Jupyter notebooks, this idea that like you have to run the cells in the right order. I mean, a whole bunch of things. It's basically like worse than Excel or similarly bad to Excel.”

“I don't even think ChatGPT is a really good product. It's like a calculator. It's got the technology in there encapsulated in a very simple form. But it's not a product that, like in Excel, that lets you just build whatever you'd like with it.”

“If you look at finance and how fast, ah, Excel went to 90% market penetration in finance. 1985 to 1986. Literally 18 months to 24 months, Excel took over all of finance. Everyone switched from using a calculator, the HP 12 C, to using Excel.”

“Data tech prior to 2016, always thought of data analysts as kind of low level, non-technical people. You can see that in Excel or Tableau or other products that like existed before that. Yeah, you can do powerful things with these products, but they're not fun…”

“We see fund CFOs for VC and for private equity as being incredibly underserved. They're still using Excel. They're still using single points of sale here with accountants. They use other vendors that are primarily service forward as opposed to software forward…”

“Excel comes in, leads a series A. 12.7 million dollars at a ninety eight million dollar post-money valuation.”

“As a rule of thumb, I have never seen in my life an Excel plan or a Google Sheets plan that had dozens or maybe 20 pages or tabs where it actually made sense. None. I've seen a lot of these, but I think they are all just really poorly done. If anybody wants to…”

“Python has certainly taken over everything that we do on the finance side, even at Texas teachers. I mean, kids show up and it's not necessarily just Excel anymore. It's Python programming.”

“The vendors that have done well, you know, extremely well in the market where they replace Excel have gone more to the enterprise segment of the market, larger companies.”

“When IBM acquired the company where we worked, they discontinued the product that we then re-entered the market with our own approach, so we fill that void in a sense. Their product, the company that was sold to IBM, had an Excel look and feel capability withi…”