Excel is an underexplored goldmine: replacing paper-to-Excel workflows with AI harnesses
mobileraj · x · 2026-09-04
After studying regulated verticals, the author concludes Excel is an underexplored multi-billion-dollar TAM gem: gaining insight into the 1% of Excel use cases across industries could reveal hundreds of potential multi-billion-dollar AI-native companies, simply by replacing existing paper-to-Excel workflows with a proper AI harness.
More from Venture
- Indie pricing math: 100 users at $100/mo beats 2,000 at $5/mo in the vibe-coding era — jonathan_wilke · 2026-09-04
- Swish Ventures Raises $250M Early-Stage Fund, Bringing AUM to $800M — TZahavy · 2026-09-04
- Uber, Pinterest, Stripe and more cut AI bills by switching to open models with smart routing — The Pragmatic Engineer · 2026-09-04
- AI usage broke its seasonal pattern this year, accelerating in July-August — GavinSBaker · 2026-09-04
- OpenAI Dumped Billion-Dollar Customer Cursor Partly to Avoid Ties to Elon Musk, Wired Reports — wiredmagazine · 2026-09-04
- OpenAI Walked Away From $1B-a-Year Cursor Deal to Avoid Elon Musk — Wired AI · 2026-09-04