Taylor Schmidt
6.5K posts

Taylor Schmidt
@t__schmidt
Founder of Corbu • SF • Architecture Podcast Host • I like to travel :)






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.










I got my George Washington statue today from @MoMonuments and it's stunning. I truly love it. Thank you for this opportunity, and for the work that you and others are doing to revive the American spirit.




Along with (further) decimating locally-led, small-scale development the increased financialization, commoditization of real estate has created monoculture development - which long term will prove to be a much bigger, systemic risk.

Clearly we need some kind of transition allowance in our building code etc for multi-family that isn't 100+ units per building.

The bigger your house is, the more miserable you are: study trib.al/avlWqmT









