Paul Barnhurst says traditional Excel is obsolete as Microsoft embeds AI tools directly into the spreadsheet instead of building a separate product. The shift moves toward consumption-based pricing, where every AI interaction costs extra, turning Excel into a platform for AI workflows rather than a one-time purchase.
Excel is dead. We now have AI and all this stuff. I find it not surprising at all that Cloud didn't build its own spreadsheet. It released a tool inside of Excel. So how do you think about the future of Excel with all this AI and Microsoft?
So here again, I could be in danger of being complacent, right? Because my love of Excel is pretty well known, as it is for all of us on this call. Two things have changed. One's a bit technical and the other one is strategic. The first one is we are shifting to a world where licensing costs activity is paid for on a consumption basis. That means every time you do something, every time you interact, every time you fire up some intelligence, etc., that's kind of the cost model that people are starting to face.
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