They seem to execute JS locally in the browser. Google Sheets makes a network call for this, which results in a laggy experience. I ran into this while I was developing my own Google Sheets add-on [1] which allows inline definition of JS within Sheets but the lag makes the UX subpar.

[1]: https://www.evaljs.net/

This looks really awesome! But same question here:

GSheets has let me write JS (Google Script) in the spreadsheet (w/ multiplayer, free db & API hosting like features with a little bit of JS, ++) and now has some Gemini support rolling in.

Excel is rolling out support for Python and Jupyter as well.

I'm trying to wrap my head around who the ideal user/customer is here w/ a hair on fire problem, and what problems are being addressed that are overlooked by the 2 most popular spreadsheet tools.

I can't speak to Google Sheets, but the Excel support for Python is currently severely lacking and poorly thought out.

People want VBA to be replaced with Python, JS, or something else widely used and respected. Typescript would be good.

That's not what's happening. They're adding in piecemeal functionality that doesn't necessarily solve any problems or fit into the ecosystem.

Performance and creating a first-class experience supporting coding languages natively... With legacy systems like Excel and Sheets, they are adding piecemeal upgrades with not necessarily the best experience or performance. As we're in the early stages, we're focused on developers, engineers, and data folks who feel frustrated with the technical limitations of legacy offerings.

We're focusing on performance (built on WASM and WebGL). Quadratic speaks multiple programming languages fluently and executes in the browser on your GPU. We connect natively to popular data sources, are source-available, and can be self-hosted. It's a modern reimagining of what a spreadsheet is and does.