Microsoft Excel, every mention

8 scenes · ← back to Microsoft Excel

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every year anyone John Collison 8Charlie Songhurst 3Satya Nadella 2Ben Thompson 1

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

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Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 1 mention

  • ▶ 32:53 Ben Thompson And just like, well, ah, what it actually means is there's things that can't be measured and that don't go on an Excel spreadsheet.

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom Nov 18, 2025 · 10 mentions

  • ▶ 0:33 John Collison It's like a rite of passage for certain software companies to try to take on Excel. 3 times in the scene
  • ▶ 10:52 Satya Nadella I get to know, wow, he's the person working on Excel agent.
  • ▶ 16:01 Satya Nadella Whether it's Excel or VS Code, because the reality is AI generates output.
  • ▶ 18:06 John Collison Big apps in, um, Word, Excel, and PowerPoint, but it's interesting that that number was not one and was not 40, it was three, and so how do you think about this?
  • ▶ 39:38 John Collison Speaking of the spreadsheet, it's like a rite of passage for certain software companies to try to take on Excel, and 4 times in the scene

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley Oct 1, 2025 · 3 mentions

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