Paul Swider says Excel is becoming the new surface for native AI

pswider · x · 2026-07-26

The post links to Paul Swider’s article “Excel Contains the Loop”, which argues that Excel is becoming a defining surface for native AI, much like it once defined the Windows era.

The screenshot shows the article framing Excel not as a demo or shell, but as a deeply integrated application that could once again shape how people experience a platform.

The piece appears to be about:

It is more of a platform-and-product commentary than a launch announcement, but it clearly centers on Microsoft’s AI direction.

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