yannickcrespo
5K posts

yannickcrespo
@yannick_crespo
making stuff at @potdhuile
San Francisco, CA Katılım Haziran 2012
1.7K Takip Edilen238 Takipçiler

360 years.
That is the collective Excel experience of my team of 30 people, in one room.
I have personally used Excel for 20 years. Since the very beginning.
We’ve spent decades "crushing it" when it comes to financial modeling.
We knew every shortcut. Every nested formula. We thought we had reached the peak of efficiency. (They are better then me, just to admit)
But I have something to tell you.
The game just changed.
In my opinion, we are witnessing the biggest innovation since Excel was first released. It’s not a new function or a Power BI update.
It’s Claude.
Specifically, Claude’s ability to build and manipulate Excel models.
For 40 years, the "manual labor" was the tax we paid.
Hardcoding formulas.
Spending hours formatting cells.
Manually linking sheets and building tables from scratch.
That era is over.
Claude can now handle the heavy lifting of building the structure, the logic, and the formatting in minutes.
But here is the part that really surprised me: It actually understands accounting.
It understands the relationship between a Balance Sheet and a Cash Flow statement. It understands how operating drivers flow into a P&L.
We aren't replacing our expertise. We are finally liberating it.
Instead of spending 80% of our time building the model, we spend 100% of our time analyzing the results.
If you want this Prompt and Excel model, just drop a comment and I’ll send it to you.
(Important: follow me so I can DM you!)

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Oasis Has Finally Arrived Back In America, And If You Have The Chance To Go See Them This Week or Next, Do Whatever It Takes barstoolsports.com/blog/3551551/o…

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@nntaleb Very respectfully asking - what are your thoughts on the affects that tariffs will have on the wine industry as a whole? (USA wineries / International wineries / distributors / importers / retailers). Super curious to know what you think
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The argument that increasing tarrifs will cause adaptation by local industry assumes all parties consider the tariffs PERMANENT (even if we ignore the immediate impoverishment from decline in trade, the clumsiness in the abruptness).
The problem is that everyone w/ a functioning brain (including people on the traditional "right") by now realizes that Trump is a bit deranged, erratic, & these moves are likely to be transitory. He could be booted out; the 4 year mortality of an unfit 78 y.o. is >20%. A huge discount ratr.
Heavy investments take > 5 years, more than the political cycle & initially require more imports. Huge capital commitments require a bit of certainty.
Some products s.a. wine may take >10 years, olive oil >12 years.
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🎙️ Cesc Fàbregas: "Eden Hazard and I gave N'Golo Kanté a Brazilian nickname N'Golinho when we were together at Chelsea. Obviously it was a bit of a joke, but it showed how much we thought of N'Golo and how much we appreciate certain aspects of his game that others may not see.
N'Golinho is one of the best players of all time at his position. He's seen as a defensive midfielder who makes all these tackles and recovers a lot of balls and that's fantastic, but sometimes you forget that he never loses the ball. He can run with the ball, break lines and dribble, and, because it's him, we don't appreciate that for its true value. He is certainly one of the most complete midfielders in the world.
Playing next to N'Golo gives you a lot of security and confidence. The way he recovers, the way he keeps the ball and intercepts. Maybe I can understand that without having played with him or knowing him, it's hard for people to appreciate how important and good he is, but I think more and more people are realizing that having N 'Golo in his team greatly increases your percentage chance of winning matches and competitions. If you ask the best players in the world if they would like to have N'Golo in their team, they would all say yes without hesitation.
Unfortunately, football is now based on your reputation. N'Golo is known for running a lot and winning the ball, but he does a lot of other things very well that no one talks about. He's one of the best players I've ever played with." 👏❤️🇫🇷

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José Mourinho once went 9 years in a row without losing a single league game at home [2002-2011].
He managed Porto, Chelsea, Inter and Real Madrid in that time.
107 different teams failed to beat him across 150 different matches.
The Special One 🫡

MC@CrewsMat10
What is the craziest football stat ever
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When I was five years old, my mom gifted me a guitar. When I was six, I got a computer. Spotify is very much a product of those two lifelong passions.
It got me thinking about the power of gifts at a young age, and how they could influence our future down a specific path. Who knows what would have happened if I had been gifted a baseball bat instead?
I guess we’ll never know, but it’s given me perspective on giving gifts, especially to children. I think of gifts these days as tools to inspire what could potentially become lifelong passions.
What has been a gift you received or given to someone that has had a big impact?
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NEW: America is a rich country. Britain is a poor country with one wealthy region.
People love to compare the UK to Mississippi, but it’s far more informative to look at UK subnationally, too.
London ranks fairly well, the rest of the country does not 👉 ft.com/content/e5c741…

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