Subset retweeted
Asked @SubsetHQ to build comps for $IREN
Funny enough, the comps table and spreadsheet was perfectly built with formulas and formatting. But the data was stale...
I even asked Gemini 2.5 if it was sure of the market cap figure, which is tried correcting itself. Unsuccessfully.
With updated data, this is going to be overpowered.
This AI prompt was supposed to make Bloomberg Terminals obsolete...
I used it to create a stock dashboard of $IREN since it's the hottest company right now as a test.
2/10 from my perspective for the following reasons:
- Immediately, it says it does not have enough "complete, reliable data to run the dashboard" when nothin in the prompt is really proprietary
- Revenue analysis comes from StockAnalysis and AlphaQuery. Would much prefer a CapIQ, Factset, or the actual filing as the source
- Did not provide the historical quarterly revenue figures
- Analysis seems to be always positive, no matter the company?
- Received commentary like "Gross margins have generally been high for IREN once its operations scaled: FY 2025 gross margin ~68.3%." Is 63% margins really that good? Pretty sure IREN had 80%+ in the past?
- Cashflow analysis extremely lacking
If you don't have a Bloomberg terminal, I could see this being a good start to your analysis, but it's definitely not replacing Bloomberg for now.
Replying to @money_cruncher
Warren Buffett's party trick was to do this calculation in his head, and then tell someone who was showing off his boat how much he just lost:
Subset retweeted
I took a college level finance test using an AI Spreadsheet @SubsetHQ . Here's my unedited video without cheating.
It got 5/10 questions correct. 😭
The silver-lining is that the AI actually performs really well. The AI builds the spreadsheet out perfectly basically everything. 4 of the wrong answers are actually because we don't support the FV, PV and StDev formulas yet, but that's an easy add.
Also I did this entire thing in 6 minutes. This would take at least an hour for a real student.
Will fix and re-take the test!
Subset retweeted
By far the best day at @SubsetHQ for
- New signups
- Number of messages in a day (our main KPI)
- New chats opened
Not exactly sure why, but here are a few new things:
1. Improved UX to make it easier to iterate on the spreadsheet. Now you can highlight parts of the spreadsheet and then ask the AI to fix just that part. Before it would only make edits to the entire spreadsheet.
2. A few of my replies to tweets had good engagement (this could have affected new signups)
3. Sent an update to our discord channel about new improvements we've made (this could have affected new messages and chats)
4. Still WIP and shipped a couple things here, but updating our docs and landing page to show more of our features.
Subset retweeted
Just shipped .xlsx format import. Borders, colors, etc.
One of our most requested features.
Feature parity with excel/sheets sometimes feels like a never-ending list but this one felt like crossing a big chunk off ✅
Subset retweeted
Open spreadsheets natively on a mac. Not in Apple Numbers!
Click to open any spreadsheet on @SubsetHQ coming along! Trying out 3 very different spreadsheets here:
1. XLS real estate model with lots of formulas and formatting
2. XLS spreadsheet with formatting
3. CSV downloaded from a Substack I run
Subset retweeted
Getting more consistent feedback on the product direction has been the best feeling, after years of dealing with inconsistent ideas and directions.
Since we moved towards a mac focused spreadsheet, a bunch of spreadsheet nerds are coming out of the woodwork. Their feedback: "If you can deliver the experience/functionality, we'll gladly pay for it."
So we're heads down delivering!
This week we shipped paste special formats, formulas, and values. Added support for SUMPRODUCT. Added summary statistics to the footer, and the crowd favorite: alt + = shortcut aka "auto-sum".
Subset retweeted
Another one of my favorite shortcuts (Option =) or (Alt = on PC) now on @subsethq
This one helps you automatically sum up a range of cells
Subset retweeted
Click to open any spreadsheet on @SubsetHQ coming along! Trying out 3 very different spreadsheets here:
1. XLS real estate model with lots of formulas and formatting
2. XLS spreadsheet with formatting
3. CSV downloaded from a Substack I run
Subset retweeted
Just gave our website a refresh!
The modern spreadsheet macOS deserves
subset.so/
Subset retweeted
New spreadsheet app coming along. Really happy with how the shortcuts have turned out.
It's slightly different than Excel on PC, for example underline on PC is Alt H B O, but here it's just Option B O. I think I can get used to it
Subset retweeted
The worst thing about using spreadsheets on a Mac? You can’t use simple accelerator keys.
So I’m building a new spreadsheet that can — now a simple ⌥ + B + O will underline something, just like on Windows
Subset retweeted
Why is it that we have great non-Google/Msft alternatives for every product in the office suite, except spreadsheets?
Way to go @AJNandi ! Making moves, excited to follow your progress. As a Mac user who wants an easy to use spreadsheet (with more opinions/purpose than Sheets), thinks most MS productivity products have bad UX, I understand this direction.
Subset retweeted
Now you can download some of these templates as a xls file on our new templates page. For free! subset.so/templates
Subset retweeted
For those following @SubsetHQ, sharing some bittersweet news today. We're changing directions away from our canvas spreadsheet
As fun as it was, we realized the bigger opportunity in the spreadsheet world is simply a high quality, local first, desktop spreadsheet. More below!















