Microsoft Excel, every mention
7 scenes (said by Benedict Evans) · ← back to Microsoft Excel
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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
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- ▶ 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
AI Eats the World: Benedict Evans on What Really Matters Now
- ▶ 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.
Is AI a platform shift or a paradigm shift? With Benedict Evans
- ▶ 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