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 12 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

Prediction Open · timeframe Sep 2035
Crespo: Microsoft Excel will still be actively used in ten years
“I have a prediction that Excel will still be here in five years. And there is a good reason. You can keep that. In five years, Excel will still be there. And in 10 years, Excel will still be there.”
Eleonore Crespo Sep 11, 2025 ▶ 36:31 Goodbye Excel? AI Agents for Self-Driving Finance – Pigment CEO
Insight
Evans: Every enterprise software company is unbundling Oracle, Gmail, or Excel
“Basically every enterprise software company for the sake of argument is unbundling Oracle, Gmail, or Excel.”
Benedict Evans Apr 10, 2024 ▶ 10:16 Is AI a platform shift or a paradigm shift? With Benedict Evans
Opinion
Sivulka calls Microsoft Excel the most important software ever invented
“The spreadsheet in Excel is the most important software to have ever been invented.”
George Sivulka May 29, 2025 ▶ 25:02 AI That Ends Busy Work — Hebbia CEO on “Agent Employees”
Assertion Not checkable as stated
Evans: Current AI models still cannot replace existing software like Excel
“But it still can't actually replace any of the software you use. It can't replace Excel, it can't.”
Benedict Evans May 22, 2025 ▶ 7:02 AI Eats the World: Benedict Evans on What Really Matters Now
Insight
Wickramasekara: Curing cancer with Excel is worse than dev without version control
“They're literally trying to cure cancer using Excel. This is the equivalent of one of the companies you work at building software without version control. It's honestly probably a little worse, actually.”
Sajith Wickramasekara Feb 3, 2017 ▶ 6:01 Drug Discovery as a Data Problem // Sajith Wickramasekara, Benchling (FirstMark's Data Driven)
Insight
Palmer: "Download to Excel" was the most common feature in all BI tools
“The most common feature in all BI products was the button that said download to Excel.”
Mike Palmer May 1, 2025 ▶ 3:59 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
Insight
Quants and heavy Excel users make the best low-code automation users
“Typically we see people that are quants or particularly useful with spreadsheets and can build heavy Excel models are a really good tray user.”
Rich Waldron Oct 22, 2019 ▶ 14:22 Empowering Superheroes at Work // Rich Waldron, Tray (FirstMark's Data Driven NYC)
Insight
Stancil: Technical data skills are learnable, analytical thinking is harder to teach
“They're gonna need SQL skills, they're gonna, they might need Python or R skills, they'll need something like Excel but those things are learnable, whereas I think, like, the way of thinking is often harder to teach.”
Benn Stancil May 13, 2019 ▶ 18:24 The Case for Hiring More Analysts // Benn Stancil, Mode (FirstMark's Data Driven NYC)
Assertion Not checkable as stated
Wickramasekara: Life science research still runs on paper, email, and Excel
“This is an industry that runs on paper, email, and Excel, and it's something that touches everyone.”
Sajith Wickramasekara Feb 3, 2017 ▶ 3:28 Drug Discovery as a Data Problem // Sajith Wickramasekara, Benchling (FirstMark's Data Driven)
Insight
Deighton: Users export data to Excel only when lacking better software alternatives
“It's not that they don't want 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.”
Anthony Deighton Sep 14, 2015 ▶ 12:37 Anthony Deighton, Qlik: Top 10 Requirements For Visual Analytics (Hosted by FirstMark Capital)
Disclosure
numberFire handles part of its predictive data modeling using Excel macros
“It's done on one hand, a lot of Python into R on one hand. Another part of it is actually done in Excel in a series of macros done by our chief analyst.”
Nick Walter Dec 5, 2013 ▶ 13:46 Panel discussion // Data Driven NYC #9 // Nov 2012
Assertion Supported
Sumo Logic has 150 employees and backing from Greylock, Sequoia, Accel
“Just real background, you can see where some of us came from are about a 150 people. We're backed out of the gate by Greylock, and then we just added, ah, Sequoia recently, and Excel, and Sutter Hill, and some other companies as investors.”
Vance Loiselle Sep 22, 2014 ▶ 1:18 Vance Loiselle, Sumo Logic // Data Driven #29 // Sep 2014 (Hosted by FirstMark Capital)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 conversations transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.