nicbstme
2 articles
Stripping Down Three Excel AI Agents: Claude Has 14 Tools, Copilot Has 2, Shortcut Can Actually SEE the Spreadsheet — Five Questions Every Agent Builder Must Answer
Nicolas Bustamante reverse-engineered three production Excel AI agents (Claude in Excel, Microsoft Copilot, Shortcut AI), comparing their tool schemas, overwrite protection, verification loops, and memory systems. The model doesn't matter — tool architecture is everything. He then ran the same DCF valuation prompt on all three, audited every formula, and found wildly different quality levels that map directly to architectural choices.
A Vertical SaaS Veteran's Confession: The $1 Trillion Wipeout Is Justified — But the Timing Is Wrong
Fintool/Doctrine founder Nicolas Bustamante dissects the SaaS crash, using a decade of experience. He identifies 10 moats, analyzing which LLMs destroy vs. survive. His verdict: 5 key competitive moats are destroyed. He also offers a 3-question framework for SaaS survival.