Tell that to google sheets or google docs?? At some point you want to easily interoperate with a document or spreadsheet artifact. There aren't great drop in solutions while keeping everything within managed context. Compiling to and from docx or xls files don't make sense. It makes the most sense to spin up your own. What do you expect them to do instead?

I've seen large enterprise customers who adopt GSuite but still have a few thousand Excel licenses because the people who need certain Excel features, just need them. Average user might find Claude Sheets is enough, but it won't replace Excel everywhere anytime soon.

I've not really seen anyone using sheets for serious number crunching tbh. It does cover 90% of use cases though.

I don't see them as side quests but rather as a complement to what they offer.

A typical workflow is: connect via MCP to some data source. Do some stats, transformations, etc. Put the data in a format that Claude understands or will understand better later. Make a UI/story out of it. Keep track of your "things" through visualizations.

Been using this worlflow extensively now. This is their easy wall garden.

> You are not going to dethrone them no matter how good your AI’s code is.

They absolutely are. Maybe not quickly (let's face it, Excel users are not sprightly), but this is absolutely going to displace Gsuite, and any Excel users who were thinking of moving to it.

I expect Google will respond.

40 year lead in bloat and legacy cruft maybe

It's a desperation move. They're listing because they're out of runway, they're trying to extend the runway.

They are building a walled garden platform the same way Apple and Microsoft does. This isn't at all a surprising move.