I Built an 11-Tab Financial Model in 10 Minutes. The $20/Month Tool That's About Change How We Work.

What's really happening with AI and spreadsheets? The common story is that foundation models competing on benchmarks is the main event, but the reality is more complicated when the real battleground is the 40-year-old software where actual decisions get made. In this episode, I share the inside scoop on how Claude in Excel changes what knowledge work actually means:

• Why Anthropic embedded Opus 4.5 directly inside Microsoft Excel and what that signals about where the model race is heading
• How data partnerships with Moody's, S&P, and FactSet create moats that benchmarks simply cannot measure
• What Norway's sovereign wealth fund learned from 213,000 hours saved and why that number tells a different story than any capability demo
• Where the model race ends and workflow integration begins as the strategic question shifts from who trains the best model to who controls the workflows where real decisions happen

For operators and builders navigating 2026, the competitive advantage is no longer a better model. It's the workflow nobody is willing to rip out and replace.

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