Microsoft Excel, every mention

24 scenes · ← back to Microsoft Excel

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every year anyone Patrick O'Shaughnessy 18Sham Sankar 3Karim Atiyeh 2Dylan Patel 2Andrew Milgram 2Mark Bertolini 1

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

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Why the World Order Is Collapsing and American Power Is Rising Sep 8, 2026 · 1 mention

  • ▶ 12:49 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.

Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper Aug 25, 2026 · 1 mention

  • ▶ 11:47 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.

What Happens When the AI Boom Runs Out of Money · Invest Like The Best Aug 18, 2026 · 1 mention

  • ▶ 15:14 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.

Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best Aug 11, 2026 · 1 mention

Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best Aug 4, 2026 · 1 mention

Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best Jul 28, 2026 · 1 mention

  • ▶ 10:03 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best Jul 21, 2026 · 1 mention

  • ▶ 10:19 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

How to Raise a Few Billion Dollars · Invest Like The Best Jul 14, 2026 · 1 mention

  • ▶ 15:27 Patrick O'Shaughnessy Take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and sourced research.

Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best Jul 7, 2026 · 1 mention

  • ▶ 13:12 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best Jun 30, 2026 · 1 mention

  • ▶ 13:40 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best Jun 23, 2026 · 1 mention

  • ▶ 11:43 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best May 28, 2026 · 1 mention

  • ▶ 13:21 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best May 20, 2026 · 1 mention

  • ▶ 13:18 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best May 13, 2026 · 1 mention

  • ▶ 11:27 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best May 5, 2026 · 1 mention

  • ▶ 16:56 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett · Invest Like The Best Apr 28, 2026 · 1 mention

  • ▶ 13:01 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best Apr 23, 2026 · 1 mention

  • ▶ 9:06 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

GLP-1s, Peptides, and The Trillion-Dollar Health Revolution · Invest Like The Best Apr 21, 2026 · 1 mention

  • ▶ 12:24 Patrick O'Shaughnessy Send Felix an email like, take these comments and turn them for me, or update my tracker with the context of these emails, or run the ability to pay math on this buyer, and Felix sends back finished PowerPoint decks, Excel models, and…

How AI Is Changing Warfare | Palantir CTO · Invest Like The Best Mar 10, 2026 · 3 mentions

  • ▶ 33:21 Sham Sankar As a forward-deployed engineer, when I would go to the final assembly line on the factory floor, everyone's using Excel. 2 times in the scene
  • ▶ 40:49 Sham Sankar And you look at like, basically they're going through Excel.

The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best Oct 21, 2025 · 2 mentions

Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best Sep 30, 2025 · 2 mentions

  • ▶ 46:33 Dylan Patel Hey, making, making all these random applications and, like, automated reports and, like, stop using Excel as a database, but instead, like, you can make a real database and manipulate stuff in Excel, but, like, you know, there's all sorts… 2 times in the scene

The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best Aug 19, 2025 · 1 mention

  • ▶ 59:18 Mark Bertolini Um, if you, if you read the book, The Terrorism of Excel or something like that, I put in that book.

The Data on America's Economic Split | Andrew Milgram Interview · Invest Like The Best Aug 5, 2025 · 2 mentions

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