Microsoft Excel, every mention

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every year anyone George Sivulka 19Benedict Evans 15Sandy Steier 11Sajith Wickramasekara 6Eliot Horowitz 6Mitch Trojanowski 5Mike Palmer 5Liz Crawford 3Jeroen Janssens 3Owen Simpson 2

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

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How to Build Autonomous, Long-Horizon AI Agents | Basis Aug 5, 2026 · 5 mentions

  • ▶ 7:28 Mitch Trojanowski Feature, you know, like implement some feature in your, in your repo or asking it to go and, you know, make a big Excel workbook.
  • ▶ 28:38 Mitch Trojanowski You can, things like is the Excel 2 times in the scene
  • ▶ 31:55 Mitch Trojanowski Um, you know, you have to compile them all into certain, at least today into workbooks of certain types, which are like big excels.
  • ▶ 1:09:01 Mitch Trojanowski Excel models in the world is honestly not that dissimilar either, so I think there's a lot of potential, potential backgrounds for it.

Benedict Evans: OpenAI’s Moat Problem & the Future of Software Mar 19, 2026 · 5 mentions

  • ▶ 27:15 Benedict Evans And so you've got the, like, the vertical tool that's specialized, and you've got the horizontal general purpose tool, and then you've got this middle case of using Google Sheets and email, or using Excel, or exporting a CSV, or something,… 2 times in the scene
  • ▶ 28:14 Benedict Evans Well, this is, this is going to be the other half of it, is now you've got, you expand this category of, like, improvised software, and so where something, it might have been that you do it, get the CSV and do it in Excel, and, or, 3 times in the scene

Mistral AI vs. Silicon Valley: The Rise of Sovereign AI Feb 12, 2026 · 1 mention

  • ▶ 12:29 Timothée LeCroix Tooling that you wouldn't expect where one thing that we've done is around code modernization, uh, where you're, you turn a bunch of Excel sheets into an actual, like, uh, Python app, uh, and if you have many, many of those sheets, then…

Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 1 mention

AI That Ends Busy Work — Hebbia CEO on “Agent Employees” May 29, 2025 · 6 mentions

  • ▶ 25:02 George Sivulka The spreadsheet in Excel is the most important software to have ever been invented. 3 times in the scene
  • ▶ 32:12 George Sivulka Just like you don't ping the cloud to run your Excel model unless you're in Google sheets.
  • ▶ 38:55 George Sivulka I think longer term, just as I'm talking about how generalization beats specialization, you saw over the last 20 years of enterprise SaaS, Excel get unbundled into a million specialization things. 2 times in the scene

AI Eats the World: Benedict Evans on What Really Matters Now May 22, 2025 · 4 mentions

  • ▶ 4:41 Benedict Evans Or, which is the traditional bread and butter of SaaS, is you go and find something, and you unbundle it from Excel, or email, or Salesforce, or, or, or, or SAP.
  • ▶ 7:05 Benedict Evans It can't replace Excel, it can't. 2 times in the scene
  • ▶ 16:20 Benedict Evans You know, you force, you know, you, you, I mean, the, the, the analogy I always used to use is, you know, you would, um, you've got people who take data out of SAP, put it into Excel, make charts, put charts in PowerPoint.

Rewriting Success: What InfluxDB 3.0 Teaches About Scaling—and Scrapping—Your Core Tech May 8, 2025 · 1 mention

  • ▶ 10:37 Evan Kaplan And I, listening to Mike's talk, well, we still use Excel from 1985, so, so there was a little bit of humble pie for us to eat, because it was pretty clear that the language, and this is, this is right around the time of the, we really…

Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data May 1, 2025 · 5 mentions

  • ▶ 1:02 Mike Palmer They basically take an old product like Power BI, they throw Excel in there, some sort of connection to OpenAI, and they wrap it all into a marketing term called Fabric, and they charge you more money for it.
  • ▶ 3:59 Mike Palmer Like the most common, uh, feature in all BI products was the button that said download to Excel.
  • ▶ 10:51 Mike Palmer If you went back and looked at Excel's release in 19, Microsoft's release in 1985, looks an awful lot like it does today.
  • ▶ 22:11 Mike Palmer Uh, and that's kind of the magic that we mostly made work, and when I say mostly, I always tell folks, what's the difference between a spreadsheet in Sigma and a spreadsheet like Excel, and the difference is in Sigma, there is no cell…
  • ▶ 30:48 Mike Palmer They basically take an old product like Power BI, another existing product called Power Apps, they throw Excel in there, some sort of connection to OpenAI, and they wrap it all into a marketing term called Fabric, and they charge you more…

The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit Feb 6, 2025 · 2 mentions

  • ▶ 49:56 Amjad Masad And the kind of mental model they have, you know, if Excel has like a billion users, anyone who's able to use Excel should be able to use Agent. 2 times in the scene

Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy Jan 23, 2025 · 1 mention

AGI, The Future of AI Agents And The Next Wave of Opportunities in AI | Richard Socher, CEO, You.com Oct 10, 2024 · 1 mention

  • ▶ 53:40 Richard Socher And I'm sure Microsoft will incorporate some of, uh, AI into PowerPoint, into Word, into Excel, and so on.

From Business to Warfare: How AI Affects the Modern World | Azeem Azhar Jul 2, 2024 · 2 mentions

AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures May 16, 2024 · 1 mention

  • ▶ 42:00 Tomasz Tunguz And an individual marketing analyst who wants to define a particular kind of cost of customer acquisition can use an Excel-like UI to do that.

Is AI a platform shift or a paradigm shift? With Benedict Evans Apr 10, 2024 · 6 mentions

  • ▶ 2:29 Benedict Evans You know, you unbundle the incumbent, you change the model, you peel something out of Salesforce or Oracle or Excel, you work out your go to market.
  • ▶ 9:19 Benedict Evans And I think you could say the same about if you hit file new in Excel, you get all these templates. 5 times in the scene

AI's Killing Marketing. Ecosystem-Led Grow is the Future | Bob Moore, the CEO of Crossbeam Mar 13, 2024 · 1 mention

  • ▶ 14:32 Bob Moore This kind of archaic practice known as account mapping, where companies email spreadsheets back and forth, and those spreadsheets get very often compiled by individual sales reps or, ah, you know, partnership account managers with the goal…

Hippocratic AI’s Munjal Shah: Building the First Safety-First LLM for Healthcare Aug 23, 2023 · 1 mention

The Single Platform for Everyday AI - Fireside Chat with Florian Douetteau (Dataiku) & Matt Turck Jul 5, 2023 · 2 mentions

  • ▶ 8:04 Florian Douetteau Uh, pick around to actually correct your data a little bit like you would do row by row in Excel, but actually the way you do it is by actually adding rules.
  • ▶ 18:09 Florian Douetteau And so you, you see this switch actually in the market where people are having very typically a master or an engineering degree that we are using Excel a lot in order to

Why Vector Databases Are Exploding: Chroma Co-Founder Jeff Huber on Building AI-Native Infra Jun 28, 2023 · 1 mention

AI and the Future of Knowledge Work with Hebbia’s CEO George Sivulka Jun 21, 2023 · 13 mentions

  • ▶ 7:03 George Sivulka A really similar analog to what Hebbia does, um, actually harkens back to Excel in 1985. 8 times in the scene
  • ▶ 10:01 George Sivulka Honestly, we spent a very long time trying to find the perfect market niche, you know, our equivalent to fixed income, where Excel in, in, like, the span of 18 months took over 90% of the fixed income industry, and, like, everyone was… 2 times in the scene
  • ▶ 22:00 George Sivulka Um, I care that when my children are in sixth grade, and they're in computer science class, in their system tray, they have to learn how to use Google Chrome, how to use, you know, Microsoft Excel, and how to use Hebbia.
  • ▶ 27:10 George Sivulka Started to use Heavya to prototype those applications, and to really quickly do a POC, just as you could prototype a database in Excel, or a database table, rather, in Excel.
  • ▶ 30:55 George Sivulka So whereas, you could say, hey, I could do my bookkeeping in Excel, or I could, you know, do it in some specialized accounting software.

LLM Powered Search | Vectara Founder & CEO, Amr Awadallah May 1, 2023 · 1 mention

  • ▶ 4:51 Amr Awadallah Uh, that content could be text documents, could be JSON, XML, PowerPoint, Excel, you name it.

Top 10 Trends in AI, Machine Learning and Data for 2022 Oct 27, 2021 · 1 mention

  • ▶ 6:36 Matt Turck It's all the same trend, which is basically turning, uh, companies from sort of like analog companies that run on, you know, sending Excel spreadsheets around with a lot of manual processes into companies that are intelligent and automated…

Fireside Chat: Bindu Reddy (Founder & CEO, Abacus.AI) with Matt Turck (Partner, FirstMark) Apr 5, 2021 · 2 mentions

  • ▶ 28:10 Bindu Reddy Lately I have, I really started liking, uh, okay, actually the thing I can't live without is Excel. 2 times in the scene

Fireside Chat: Jeremiah Lowin (Prefect), Tristan Handy (dbt) with Matt Turck (Partner, FirstMark) Dec 11, 2020 · 1 mention

  • ▶ 18:56 Tristan Handy All the technologies that are required to do a good job of answering those questions, whether that's, you know, sometimes Excel, sometimes SQL, sometimes Python or R, um, but they don't self-identify as technologists.

Fireside Chat: Alex Rinke (Founder & CEO, Celonis) with Matt Turck (Partner, FirstMark) Aug 13, 2020 · 1 mention

Data Science Is A Literacy, Not A Job // Peter Wang, Anaconda (FirstMark's Data Driven NYC) Oct 25, 2019 · 6 mentions

  • ▶ 17:34 unnamed speaker Um, so, I mean, I, I completely agree that, um, getting more people in an organization, uh, Python literate and data science literate is extremely important, but in practice when I've tried to do that with some of my teammates who are used… 6 times in the scene

Empowering Superheroes at Work // Rich Waldron, Tray (FirstMark's Data Driven NYC) Oct 22, 2019 · 1 mention

  • ▶ 14:22 Rich Waldron Typically we see people that are quants or, um, particularly useful with spreadsheets and can build heavy Excel models are a really good tray user.

The Case for Hiring More Analysts // Benn Stancil, Mode (FirstMark's Data Driven NYC) May 13, 2019 · 1 mention

  • ▶ 18:24 Benn Stancil Um, and so, I think, yeah, at the end of the day, they're gonna need SQL skills, they're gonna, they might need Python or R skills, they'll need something like Excel, um, but those things are, are learnable, whereas I think, like, the way…

Fireside Chat: Zach Perret, Founder & CEO of Plaid (FirstMark's Data Driven NYC) May 13, 2019 · 1 mention

  • ▶ 14:08 Zach Perret Um, so, you know, it's, it's, it's a, it's a human that is collecting data from a person and, and, and they're kind of like plugging bits into an Excel model and then coming back with an answer.

Why Does The World Need Another Computer? // Anant Bhardwaj, Instabase (FirstMark's Data Driven NYC) Jan 17, 2019 · 2 mentions

  • ▶ 7:49 Anant Bhardwaj Maybe very first step could be process the files, where files could be PDF or images or Excel, Word, PowerPoint, whatever.
  • ▶ 18:07 Anant Bhardwaj So it's pretty similar to lambda function, the way you saw, but it basically uses Excel-like grammar, and then from there it basically invokes.

Building an Operating System for AI // Diego Oppenheimer, Algorithmia (FirstMark's Data Driven) Mar 2, 2018 · 1 mention

  • ▶ 1:12 Diego Oppenheimer Um, probably the most famous one that you've probably heard of is this, uh, spreadsheet, you have a love-hate relationship, uh, made by Microsoft.

Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven) Oct 26, 2017 · 1 mention

  • ▶ 16:12 Jean Sini We feed all the data through our system, but then you use that because it's so flexible, and our acquisitions teams are actually very used to working in Excel, so give them something they're used to, and we can start looking at all these…

AI, Big Data, and Data Governance // Stan Christiaens, Collibra (FirstMark's Data Driven) Jul 13, 2017 · 1 mention

  • ▶ 15:12 Stan Christiaens Um, the W, the digital equivalent of WD-forty and duct tape, which is Excel, spreadsheets, meetings, et cetera.

Fake News, Alternative Facts and the Enterprise // Satyen Sangani, Alation (FirstMark's Data Driven) May 24, 2017 · 1 mention

  • ▶ 6:37 Satyen Sangani And every single person that wants to build a report can build a report, just like they might be able to do in Excel.

Drug Discovery as a Data Problem // Sajith Wickramasekara, Benchling (FirstMark's Data Driven) Feb 3, 2017 · 7 mentions

  • ▶ 3:28 Sajith Wickramasekara This is an industry that runs on paper, email, and Excel, and it's something that touches everyone.
  • ▶ 5:43 Sajith Wickramasekara Excel and FileMaker Pro for tracking the actual antibodies themselves and the data associated with them. 2 times in the scene
  • ▶ 8:01 Sajith Wickramasekara When we were first in contact with them, they did this using a slew of Excel spreadsheets.
  • ▶ 11:22 Sajith Wickramasekara Um, since the science is so intensive, and since there are tens of thousands of candidates for any given study that need to be assessed and refined and characterized, um, it's necessary that scientists iterate on the process, and that's…
  • ▶ 12:19 Sajith Wickramasekara So just to kind of synthesize what I talked about, um, we see drug discovery moving from a paper, email, Excel world to kind of a single end-to-end application.
  • ▶ 17:33 unnamed speaker Um, so the venture platform seems pretty interesting in that, you know, obviously it's a pretty efficient aggregator of data, you know, be able to put the data in a single view of it all for the first time outside of these kind of…

Lessons Learned from Advanced Data Science Orgs // Domino Data Lab [FirstMark's Data Driven] Nov 9, 2016 · 1 mention

  • ▶ 20:40 Nick (Domino Data Lab) We, um, we've been really focused on the sort of data scientist, quantitative researcher persona, and, you know, we've had, we sort of have people at companies who just want to throw their Excel files in here, throw their PowerPoint files…

A Fireside Chat With MongoDB CTO Eliot Horowitz (Data Driven NYC / FirstMark) Mar 18, 2016 · 6 mentions

  • ▶ 5:37 Eliot Horowitz So, you know, if you think about MongoDB, and why MongoDB is interesting to people, compared to a relational database, you know, the simplest example I use is, you know, a relational database is basically like Microsoft Excel on steroids. 6 times in the scene

The Benefits of Fast Business Intelligence // Amir Orad, Sisense (Hosted by FirstMark Capital) Jan 25, 2016 · 2 mentions

  • ▶ 17:52 Amir Orad If you're a business department, business user, you can use Excel and it's good enough up to a size. 2 times in the scene

Liz Crawford, Birchbox // Data Science & Analytics at Birchbox (Hosted by FirstMark Capital) Oct 21, 2015 · 5 mentions

  • ▶ 6:31 Liz Crawford The way we actually worked this out is, like, this is an Excel spreadsheet. 3 times in the scene
  • ▶ 24:04 unnamed speaker Were you just pulling data from multiple sources and just throwing them in Excel? 2 times in the scene

Anthony Deighton, Qlik: Top 10 Requirements For Visual Analytics (Hosted by FirstMark Capital) Sep 14, 2015 · 2 mentions

  • ▶ 12:39 Anthony Deighton Um, to, ah, you know, it's not that they desire export to Excel for some fundamental reason, they make good with that when they have no better alternative.
  • ▶ 20:32 Anthony Deighton So what would happen in a traditional, like an Excel, right, is you'd get a scatterplot with 8000 points on it, which would be like a big blue dot.

Anand Sanwal, CB Insights // What's Next? (Hosted by FirstMark Capital) Sep 14, 2015 · 2 mentions

  • ▶ 20:03 Anand Sanwal Yeah, I mean, I think the thing, you know, we thought, because we're sort of data geeks, we thought, you know, everybody likes to download data in Excel or R or whatever and work with it. 2 times in the scene

Bob Muglia, Snowflake // Navigating The Cloud (Hosted by FirstMark Capital) Apr 20, 2015 · 1 mention

  • ▶ 20:08 Bob Muglia And one of the key things that we do, we're a, Snowflake is a traditional, in the sense, it is a SQL data warehouse.

Howie Liu, Airtable // Founding Airtable (Hosted by FirstMark Capital) Apr 20, 2015 · 3 mentions

  • ▶ 14:49 Jeroen Janssens Um, you have shown how to manage data, uh, but Excel is not only used to manage data, you can also, even though I think you shouldn't use Excel for that, but, uh, people of course also use formulas, right, to quickly sum a list of numbers,… 3 times in the scene

Ryan Smith, Qualtrics // The Qualtrics Story // Data Driven NYC (FirstMark Capital) Apr 2, 2015 · 1 mention

  • ▶ 32:27 Ryan Smith And, you know, at some point, adding a bunch of more features to excel, um, becomes diminishing and actually hurts the product.

Michael Rubenstein and Catherine Williams, App Nexus // Data Driven #31 // Nov 2014 Nov 20, 2014 · 1 mention

  • ▶ 7:15 Catherine Williams In terms of tools at that time, um, maybe because our data was a little bit rigid, we used a lot of Bayesian math, Bayesian probability, um, we still had a little bit of a business intelligence focus at that time, so Excel was still in…

Amit Bendov, SiSense // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital) Mar 3, 2014 · 1 mention

Michael Schmidt, SiSense // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital) Mar 3, 2014 · 2 mentions

Sandy Steier, 1010data // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital) Mar 3, 2014 · 13 mentions

  • ▶ 4:44 Sandy Steier And so, Excel served that purpose for many years. 2 times in the scene
  • ▶ 5:55 Sandy Steier It never takes weeks to do something in Excel, per se. 4 times in the scene
  • ▶ 10:31 Sandy Steier A thousand rows of data, you take Excel, you stick it in Excel, you do whatever you need to do. 3 times in the scene
  • ▶ 13:19 Sandy Steier If a self-service, something that a user could just, you know, pull out their laptop and do whatever, if there were no laptops in the early, early eighties, but, you know, somebody could just pull up a computer and do the thing just in… 2 times in the scene
  • ▶ 17:47 Owen Simpson When I uploaded all the new, again, 500 row tables, now we're doing things that are, you know, perfectly fine in Excel, ah, but we can quickly actually bring this in with the data we already have. 2 times in the scene

Joe Reisinger, Premise // Data Driven NYC 21 // Dec 2013 (Hosted by FirstMark Capital) Jan 16, 2014 · 1 mention

John Foreman, Mailchimp // Data Driven NYC 19 // October 2013 Dec 5, 2013 · 2 mentions

  • ▶ 6:09 John Foreman So we had two people on the support team in Excel trying to schedule everyone, and it kind of looks like, I don't know what that video game is with the little marble that hits the little blocks and breaks them, but it started to look like… 2 times in the scene

Michael Flowers, New York City // Data Driven NYC #17 // June 2013 Dec 5, 2013 · 1 mention

  • ▶ 1:58 Mike Flowers So, anyway, uh, and we got started with some really old computers, at least relatively speaking, and, and, uh, you know, our big data pool is Microsoft Excel.

Jeremy Bronfman, CEO, Enigma // Data Driven NYC #17 // June 2013 Dec 5, 2013 · 1 mention

  • ▶ 8:40 Jeremy Bronfman And then because a lot of these data sets that we use are bigger than, uh, can be handled by Excel, and a lot of our clients aren't database experts, we've built a lot of functionality in

Panel discussion // Data Driven NYC #12 // Jan 2013 Dec 5, 2013 · 1 mention

  • ▶ 43:28 unnamed speaker So individual publishers may export their data into an Excel CSV, which will have 50, 60,000 rows and, and 75 to a hundred columns, and that's a lot to work with.

Panel discussion // Data Driven NYC #9 // Nov 2012 Dec 5, 2013 · 2 mentions

  • ▶ 13:52 Nick Walter Um, another part of it is actually done in Excel in a, in a series of macros done by our chief analyst.
  • ▶ 48:39 Hjalmar Gislason (Halmar) They have a network to drive where there are like, you know, Excel files and, ah, and PDFs and PowerPoints and so on.

Hilary Mason, Bitly // Data Driven NYC #3 // Feb 2012 Dec 5, 2013 · 1 mention

  • ▶ 22:25 Hilary Mason So for some people big data is data that won't fit in Excel anymore, and for some people it's data that won't fit on one server anymore, um, and so where you draw that line is very difficult, and so, you know, I know people who work in…
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