Excel

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 4, 2023 by Maria Davidson · across every show →

Everything said about Excel, oldest first

May 4, 2023 bearish

Assertion Not checkable as stated

Davidson: Over $300 billion in US construction spend is managed on paper

“I mean, it's one of, pen and paper is probably the most common form in which more than three hundred billion dollars are managed. And you know, that's pen and paper in Excel. That's the main model that we see.”

Maria Davidson May 4, 2023 ▶ 12:13 Ep 56: A Philosopher Reinventing Construction? Maria Davidson & the Story of Kojo · Joe Lonsdale

Apr 17, 2026 positive

Assertion Supported

Melas-Kyriazi: Claude Automatically Generates DCF Models in Excel

“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.”

John Milles-Kiriazzi Apr 17, 2026 ▶ 27:44 How AI Agents are Changing Investing · Joe Lonsdale

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Excel

Everything said about Excel, oldest first

Turn any episode into a week of clips.