One of the key questions here - will LLM coding decrease the proliferation of app-specific Excel files (by for example accelerating and simplifying Excel-to-webapp conversion) or would result in an opposite outcome by making feasible managing even orders of magnitude more of those disparate Excel files :)
I wouldn’t bet against cramming more and more business processes into Excel. The guy who was copying cells from one workbook to another yesterday, tomorrow can have a single mega-workbook with all the macros more or less deconflicted.
LLM coding is going to create a cambrian explosion of these tools. It’s going to be very interesting to see the remnants of this wave 30 years down the line.