Microsoft Excel, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Microsoft Excel comes up

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▶ 24:57 Ali Ghodsi Like, you know, uh, you know, Google Sheets versus Excel is like, huge religious battle inside our company. 2 times in the scene
▶ 34:36 Ali Ghodsi But it took them a long time, because they had their Excel models, and they're very proud of them, and they didn't want to, you know, but, um, again, there's a change management there. 3 times in the scene

▶ 54:38 Satya Nadella I mean, if you think about it, right, Outlook or Teams or SharePoint, you pick Word or Excel, like people are using it all the time, creating lots and lots of data which is going into the graph, and our ARPU is low. 2 times in the scene
▶ 56:48 Brad Gerstner You didn't need a lot of GPUs, and most of the value accrued to the software layer, to the database, to the applications like CRM and Excel.
▶ 1:05:45 Satya Nadella So that's kind of like when the first, when Word, Excel, PowerPoint all showed up in office, kind of, we learned how to rethink. 2 times in the scene

▶ 18:30 Brad Gerstner But he, his argument is that an increasing number of these applications, even things like Excel and PowerPoint are becoming machine learning applications and require accelerated compute.
▶ 19:37 Dylan Patel Furthermore, right, like when you talk about what, you know, hey, these applications, they're now AI, right, you know, Excel with Copilot, or Word with Copilot, whatever, right, there's, they're gonna be, they're still gonna have all those…

▶ 46:12 Bill Gurley Do you, do you worry that someone might think kind of first principles AI from ground up and that some of the infrastructure, say in an Excel spreadsheet, isn't necessary to know if you did a, if you did an AI first product. 8 times in the scene
▶ 54:03 Satya Nadella PCs became a thing, and people said, hey, I'm just going to put an Excel spreadsheet, an email, and send it around, and people will enter numbers, and we will have a forecast.

▶ 18:28 Brad Gerstner Almost everything that we do, he said, almost every single application, Word, Excel, PowerPoint, Photoshop, AutoCAD, like it all will run on these modern systems.

▶ 9:28 Jensen Huang And so the first thing that you should do, instead of thinking about, ah, how do I make Excel faster?
▶ 32:13 Jensen Huang Ok, almost everything that we do, almost every single application, Word, Excel, PowerPoint, Photoshop, Premiere, you, you, you know, AutoCAD.

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