July 28, 2026
Financial Agents: The Company That Built Excel Is Not the Best at Excel?
Microsoft owns the format, the app, the models, and the telemetry — and still lost Excel-agent benchmarks. Two design choices explain the gap.
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Practical notes on making AI agents reliable enough for work that can't be “mostly right” — LLM failure modes, orchestration, and audit-grade automation. Analogy-heavy, anti-hype.