This is really two articles in one. First a (great) history of the spreadsheet.
Then it goes into the risk that comes from looking at everything in a company as numbers, attractive now that you have the spreadsheet to manipulate numbers easily, but there are many things that can’t adequately be represented as a spreadsheet without losing valuable information in the process. Finally, AI agents now make it tempting to think of everything in a business as a collection of potentially automatable tasks, which similarly risks losing what makes companies special.
What makes companies special? They're state machines. Reality is a collection of systems of records, events and processes. Companies are special due to their people and their judgement and timing, and the data they have access to and what permissions they have to do things. And marketing? What else?
Then it goes into the risk that comes from looking at everything in a company as numbers, attractive now that you have the spreadsheet to manipulate numbers easily, but there are many things that can’t adequately be represented as a spreadsheet without losing valuable information in the process. Finally, AI agents now make it tempting to think of everything in a business as a collection of potentially automatable tasks, which similarly risks losing what makes companies special.