The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Opinion
O'Laughlin: Excel, Bloomberg, and Traditional IDEs Are Obsolete Due to AI Agents
“I believe every one of these IDEs are done. It's dead over and gone and dead. I just think it's, why? Why? It doesn't, like, just imagine the concept of you. Like, I remember when I learned Bloomberg. I had to, like, watch videos to learn about all the random …”
Doug O'Laughlin Feb 24, 2026 ▶ 1:12:26 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Assertion Not checkable as stated
Wang: X-Cell Is First to Predict Unseen Cell Line Perturbations
“One of the rewarding signals I receive after we develop Excel is that like it's a wow moment from biologists that this is the first time biologists actually find the model can predict exactly how these unseen cell lines kind of respond to different perturbatio…”
Bo Wang Jul 21, 2026 ▶ 7:54 🔬Causal Models Need Causal Data - Xaira’s X-Cell model (Bo Wang & Ci Chu)
Opinion
Colvin: Jupyter Notebooks Are Worse Than or Similarly Bad to Excel
“I have very strong opinions about, you know, proper, like Jupyter notebooks, this idea that like you have to run the cells in the right order. I mean, a whole bunch of things. It's basically like worse than Excel or similarly bad to Excel.”
Samuel Colvin Feb 6, 2025 ▶ 56:25 Agent Engineering with Pydantic + Graphs — with Samuel Colvin, CEO of Pydantic Logfire
Disclosure
Wang: X-Cell trains on causal perturbation data unlike static models
“What sets Excel different from these static expression models such as SGB or geneformers is that we actually, instead of training on gene expression datasets, we train on causal datasets. We train on massive amount of genome-wide perturbation datasets so that …”
Bo Wang Jul 21, 2026 ▶ 1:03:52 🔬Causal Models Need Causal Data - Xaira’s X-Cell model (Bo Wang & Ci Chu)
Assertion Supported
Chu: X-Cell Predicts Perturbation Effects In Unseen Activated T Cells
“Critically, Excel has not seen active cell T cells. And it's able to make accurate prediction, not only on the known biology, the TCR complex, predicting their effect accurately, that these are going to inactive the T cells, which It's exactly what we would ex…”
Ci Chu Jul 21, 2026 ▶ 57:35 🔬Causal Models Need Causal Data - Xaira’s X-Cell model (Bo Wang & Ci Chu)
Prediction Open · timeframe Jul 2029
Wang: Next version of X-Cell will infer spatial cellular representations
“However, definitely our ongoing work and the next version of Excel will be able to infer the spatially aware representations for different cells.”
Bo Wang Jul 21, 2026 ▶ 40:13 🔬Causal Models Need Causal Data - Xaira’s X-Cell model (Bo Wang & Ci Chu)
Opinion
O'Laughlin: Claude for Excel is much worse than Claude Code with Python
“Cloud for Excel is much worse than cloud code using Python to use the Excel skills to then deposit into.”
Doug O'Laughlin Feb 24, 2026 ▶ 31:18 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Insight
Kirkos: Spreadsheet users expect and rely on legacy Excel date bugs
“Building a spreadsheet is, is very tough too, because people expect it to have all the features of Excel, right? And that's a really, and all the bugs of Excel in some cases, Excel has all these bugs that people rely on. Date bugs and formula bugs that are now…”
David Kirkos Jun 10, 2025 ▶ 9:11 Quadratic: The AI Spreadsheet
Disclosure
Conover: Building automated Excel spreadsheets is an explicit non-goal for Brightwave
“I think what is an explicit non-goal for the company is to create Excel spreadsheets.”
Mike Conover Jun 11, 2024 ▶ 46:06 How AI is Eating Finance - with Mike Conover of Brightwave
Assertion Supported
Marimo Executes Notebooks Reactively Like an Excel Spreadsheet
“And the way that the order of execution works, It's just based on variable declarations and references, kind of like Excel in some sense, right? So you can have columns, things just kind of execute in the right way.”
Akshay Agrawal Jul 18, 2025 ▶ 8:41 ⚡️The Future of Notebooks - with Akshay Agrawal of Marimo
Assertion Supported
Kirkos: Quadratic sheets cannot export to Excel due to embedded queries
“You can't export a quadratic sheet back into Excel. You know, we have code and we have database queries that live in our sheet. You can always pull your data out, of course. You could select any area on the sheet and get a CSV or get another file, but you can'…”
David Kirkos Jun 10, 2025 ▶ 9:38 Quadratic: The AI Spreadsheet
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