Thursday Thoughts: Claude Code Is Lotus 1-2-3, and Copilot Is Playing the Excel Game
Knowledge workers have been vibe coding for decades — it was just called VBA. That history has a second lesson buried in it: the technically better spreadsheet lost the 1980s, and the one with distribution won. Claude Code is winning on quality the way Lotus 1-2-3 did. Copilot is betting that doesn’t matter, and this time Microsoft isn’t just waiting around for the product to catch up.