Excel
7 statements across 5 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jul 5, 2021 by Benedict Evans · across every show →
Everything said about Excel, oldest first
Jul 5, 2021 positive
Evans: Digital transformation changes workflows, not just tool providers
“And it's not that you move from Outlook to Gmail. It's that you stop sending email. And it's not that you move from Excel to Google Sheets. It's that you're not emailing spreadsheets around anymore. It's that you move to software that kind of captures what tha…”
Jun 18, 2023 bearish
Aug 17, 2023 neutral
Aug 17, 2023 neutral
Feb 8, 2024 positive
Jul 24, 2026 neutral
Evans: AI will not fundamentally alter enterprise software adoption dynamics
“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…”
Jul 24, 2026
Evans: Companies replace Excel with software for accountability and maintenance
“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.”