Categories
AI

The Ghost in the Spreadsheet

There is a specific kind of quiet that descends when a tool finally disappears into the task. We saw it with the cloud—once a radical, debated concept of “someone else’s computer,” now merely the invisible oxygen of the internet. We saw it with Uber, moving from the existential dread of entering a stranger’s car to the thoughtless tap of a screen.

In a recent reflection, Om Malik captures this shift happening again, this time with the loud, often overbearing presence of Artificial Intelligence. For years, we have treated AI like a digital parlor trick or a demanding new guest that requires “prompt engineering” and constant supervision. But as Om notes, the real revolution isn’t found in the chatbots; it’s found in the spreadsheet.

“I wasn’t spending my time crafting elaborate prompts. I was just working. The intelligence was just hovering to help me. Right there, inside the workflow, simply augmenting what I was doing.”

This is the transition from “Frontier AI” to “Embedded Intelligence.” It is the moment technology stops being a destination and starts being a lens. When Om describes using Claude within Excel to model his spending, he isn’t “using AI”—he is just “doing his taxes,” only with a sharper set of eyes.

There is a profound humility in this shift. We are moving away from the “God-in-a-box” phase of AI and into the “Amanuensis” phase. It reminds me of the old craftsmanship of photography, another area Om touches upon. We used to carry a bag full of glass lenses to compensate for the limitations of light and distance. Now, a fixed lens and a bit of intelligent upscaling do the work. The “work” hasn’t changed—the vision of the photographer remains the soul of the image—but the friction has evaporated.

However, as the friction disappears, a new, more haunting question emerges. If the “grunt work” was actually our training ground, what happens when we skip the practice?

“The grunt work was the training. If the grunt work goes away, how do young people learn? They were learning how everything worked… The reliance on automation makes people lose their instincts.”

This is the philosopher’s dilemma in the age of efficiency. When we no longer have to struggle with the cells of a spreadsheet or the blemishes in a darkroom, we save time, but we might lose the “feel” of the fabric. Purpose, after all, is often found in the doing, not just the result.

As AI becomes invisible, we must be careful not to become invisible along with it. The goal of augmented intelligence should not be to replace the human at the center, but to clear the debris so that the human can finally see the horizon. We are entering the era of the “invisible assistant,” and our challenge now is to ensure we still know how to lead.

Categories
AI AI: Large Language Models Investing

The Ledger of Curiosity

We often romanticize the “back of the napkin” idea. It is the symbol of spontaneous genius—the startup mapped out in a coffee shop, the ticker symbol hurriedly scribbled during a dinner party. But we rarely talk about what happens to the napkin afterwards.

Usually, it gets thrown away. Or lost. Or stuffed into a drawer, becoming just another artifact of a fleeting thought that had momentum but no direction.

In the first two parts of this experiment, I used Gemini 3 Pro to solve the friction of entry (transcribing my messy handwriting) and the friction of analysis (stress-testing the ideas against 10-K realities). But there was one final gap: Permanence.

An analysis that lives and dies in a chat window is barely better than one that lives and dies in a notebook. It is still ephemeral. To truly build a “Second Brain” for investing, the data needs to leave the conversation and enter a system.

“The goal of technology should be to stop us from losing the work we’ve already done.”

I tweaked my workflow one last time. I asked the AI to not just judge the stocks, but to format its judgment into a raw CSV block.

With a simple copy-paste, my handwritten scribble wasn’t just digitized; it was database-ready. It went from a piece of paper to a row in Google Sheets with columns for “Market Cap,” “P/E Ratio,” and “Primary Risk.”

Suddenly, I wasn’t just looking at a list; I was building a ledger. I can now track these ideas over months. I can see if the “Red Flag” the AI identified actually played out. I can measure my own batting average.

The goal of technology shouldn’t just be to make us faster at doing work. It should be to stop us from losing the work we’ve already done. By turning ink into data, we stop treating our ideas as disposable. We give them the respect of memory.