Yet more evidence of the bubble burst being imminent. If any of these companies really had some almost-AGI system internally, they wouldn’t be spending any effort making f’ing Excel plugins. Or at the very least, they’d be writing their own Excel because AI is so amazing at coding, right?
The current valuations do not require AGI. They require products like this that will replace scores of people doing computer based grunt work. MSFT is worth $4 trillion off the back of enterprise productivity software, the AI labs just need some of that money.
You make a great point. Where is all of the complex applications? They haven't been able to create than own office suite or word processor or really anything aside from a halloween matching game in js. You would think we would have some complex application they can point to but nothing.
Excel is living business knowlege stuck in private SharePoint Sites, tappimg into it might kick off a nice data flywheel not to speak of the nice TAM.
You wouldn't believe the amount of shit that runs on Excel.
Yes. I once interviewed a developer who’s previous job was maintaining the .NET application that used an Excel sheet as the brain for decisions about where to drill for oil on the sea floor. No one understood what was in the Excel sheet. It was built by a geologist who was long gone. The engineering team understood the inputs and outputs. That’s all they needed to know.
Years ago when I worked for an engineering consulting company we had to work with a similarly complex, opaque Excel spreadsheet from General Electric modeling the operation of a nuclear power plant in exacting detail.
Same deal there -- the original author was a genius and was the only person who knew how it was set up or how it worked.
I think you’re misunderstanding me. This might be something somewhat useful, I don’t know, and I’m not judging it based on that.
What I’m saying is that if you really believed we were 2, maybe 3 years tops from AGI or the singularity or whatever you would spend 0 effort serving what already seems to be a domain that is already served by 3rd parties that are already using your models! An excel wrapper for an LLM isn’t exactly cutting edge AI research.
They’re desperate to find something that someone will pay a meaningful amount of money for that even remotely justifies their valuation and continued investment.
I spotted a custom dialog in an Excel spreadsheet in a medical context the other day, I was horrified.
Sic
This. I work in Pharma. Excel and faxes.
The fine tuning will continue until we reach AGI.
The fine tuning will continue until we reach the torment nexus, at best
A program that can do excel for you is almost AGI