Microsoft Excel

part of Microsoft

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Dec 7, 2020 by Bernadette Kevins · said 115 times in 33 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (106), Toni Cowan-Brown (5), Bernadette Kevins (4)

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2026 20 mentions in 5 episodes 4 per episode

Most people and companies aren't tool-builders Jul 24, 2026 · 10 mentions · from 5:31
AI deployment Aug 16, 2026 · 4 mentions · from 11:05
AI and SaaS Feb 23, 2026 · 3 mentions · from 7:32
Token pricing Jul 15, 2026 · 2 mentions · from 18:48
What jobs are AI jobs? Apr 16, 2026 · 1 mention · from 15:19
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2025 11 mentions in 3 episodes 4 per episode

The AI presentation Nov 16, 2025 · 5 mentions · from 24:21
A double episode: AI differentiation, and Apple does F1 Aug 21, 2025 · 5 mentions · from 10:53
Looking for AI strategies Apr 5, 2025 · 1 mention · from 2:13
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2024 15 mentions in 4 episodes 4 per episode

Looking for AI use-cases Apr 1, 2024 · 9 mentions · from 3:20
Ai eats the world Dec 8, 2024 · 3 mentions · from 17:03
Apple's Vision Pro Feb 8, 2024 · 2 mentions · from 2:24
What's your AI strategy? Jan 29, 2024 · 1 mention · from 12:22
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2023 31 mentions in 7 episodes 4 per episode

Bundling/Unbundling AI Oct 22, 2023 · 16 mentions · from 4:44
Unbundling ChatGPT Aug 17, 2023 · 8 mentions · from 2:54
AI and Everything Else Dec 17, 2023 · 2 mentions · from 8:53
Working out AI questions May 1, 2023 · 2 mentions · from 29:28
Vision Pro, two weeks on Jun 18, 2023 · 1 mention · from 20:00
ChatGPT versus Google Feb 12, 2023 · 1 mention · from 30:38
Generative AI Jan 30, 2023 · 1 mention · from 23:12
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2022 13 mentions in 4 episodes 3 per episode

How many metaverses? Oct 31, 2022 · 6 mentions · from 9:18
Figma, unbundling and $20bn of antitrust Sep 19, 2022 · 3 mentions · from 2:20
The Evolution of networks Mar 14, 2022 · 3 mentions · from 18:22
The future of Twitter Apr 18, 2022 · 1 mention · from 3:54
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2021 16 mentions in 8 episodes 2 per episode

'Digital transformation' - beyond the silly slogan Jul 5, 2021 · 6 mentions · from 5:52
There's no such thing as data Jan 10, 2021 · 3 mentions · from 3:18
The history of doom-scrolling Jan 3, 2021 · 2 mentions · from 40:36
What we know about web 3 so far Nov 15, 2021 · 1 mention · from 24:30
The Business of publishing Jun 21, 2021 · 1 mention · from 10:14
Paying attention to Apple again Jun 14, 2021 · 1 mention · from 10:06
Clubhouse and the endless cycle of social apps Feb 14, 2021 · 1 mention · from 16:45
Telling stories with charts Jan 31, 2021 · 1 mention · from 41:03
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2020 9 mentions in 2 episodes 5 per episode

The paradox of Apple Nov 16, 2020 · 5 mentions · from 11:17
Slack, Salesforce and the future of work Dec 7, 2020 · 4 mentions · from 15:42
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Microsoft Excel, oldest first

Dec 7, 2020 neutral

Insight

Kevins: Every template in Excel's 'File New' menu becomes a standalone company

“So you used to say that if you do file new in Excel, and you get all those different suggestions for different templates, each of those becomes a company.”

Bernadette Kevins Dec 7, 2020 ▶ 24:24 Slack, Salesforce and the future of work

Oct 22, 2023 neutral

Assertion Supported

Evans: Most Excel spreadsheets are just tables without formulas

“Old observation that most spreadsheets don't have any formula. Most people use Excel to make tables, not to make, not for financial calculations.”

Benedict Evans Oct 22, 2023 ▶ 17:54 Bundling/Unbundling AI

Microsoft Excel

Mentions by year

Everything said about Microsoft Excel, oldest first

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