The interesting question isn't whether ChatGPT can do Excel. It's whether general-purpose AI beats role-specific AI for serious work. I'm building in marketing and the pattern I keep running into is that the blank canvas of ChatGPT is actually the problem for most people, not the solution. Analysts, marketers, ops folks don't want a chat interface. They want something that already knows the shape of their job. Horizontal tools win demos. Vertical tools win retention. My bet is the Excel crowd ends up somewhere closer to Rows or Equals than to a chat sidebar, but I could be wrong.