
Kory Kilpatrick
1.8K posts

Kory Kilpatrick
@kory_kilpatrick
Easily fascinated 😃, Endlessly curious 🧐 Poker 🃏 → Software 👨💻 → LLM-whisperer 🤖🚀








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prediction re the end of spreadsheets AI code gen means that anything that is currently modeled as a spreadsheet is better modeled in code. You get all the advantages of software - libraries, open source, AI, all the complexity and expressiveness. think about what spreadsheets actually are: they're business logic that's trapped in a grid. Pricing models, financial forecasts, inventory trackers, marketing attribution - these are all fundamentally *programs* that we've been writing in the worst possible IDE. No version control, no testing, no modularity. Just a fragile web of cell references that breaks when someone inserts a row. The only reason spreadsheets won is that the barrier to writing real software was too high. A finance analyst could learn =VLOOKUP in an afternoon but couldn't learn Python in a month. AI code gen flips that equation completely. Now the same analyst describes what they want in plain English, and gets a real application - with a database, a UI, error handling, the works. The marginal effort to go from "spreadsheet" to "software" just collapsed to near zero. this is a massive unlock. There are ~1 billion spreadsheet users worldwide. Most of them are building janky software without realizing it. When even 10% of those use cases migrate to actual code, you get an explosion of new micro-applications that look nothing like traditional software. Internal tools that used to live in a shared Google Sheet now become real products. The "shadow IT" spreadsheet that runs half the company's operations finally gets proper infrastructure. The interesting second-order effect: the spreadsheet was the great equalizer that let non-technical people build things. AI code gen is the *next* great equalizer, but the ceiling is 100x higher. We're about to see what happens when a billion knowledge workers can build real software.

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1. claude: *plan mode* `i want to <task>. using the AskUserQuestion tool, exhaustively interview me to gather all required info` 2. claude: `/cold-review <plan_name>` 3. codex: `/cold-review <plan_name>` 4. claude: implement 5. codex: audit 6. ship



I stopped my old podcast because it felt random. This one isn't. The AI Metagame: 12 episodes exploring where AI creates leverage — and where it creates traps. Episode 1: I built for scale before I understood the problem. @kory_kilpatrick youtube.com/watch?v=Fm5K86…





I stopped my old podcast because it felt random. This one isn't. The AI Metagame: 12 episodes exploring where AI creates leverage — and where it creates traps. Episode 1: I built for scale before I understood the problem. @kory_kilpatrick youtube.com/watch?v=Fm5K86…






