Semi vibe-coding a spreadsheet

The padrino’s Excel is due Friday morning and he has no Copilot license, so the only tool at hand is Antigravity ▸ 17:55. The first generation almost kills the idea, and his reason for rejecting it is the professional part: the simulation came back as pasted values, no formulas, which means the model ran a program somewhere and dumped results, and “la gracia del Excel es que es auditable”, you trace any number back through its referenced cells or the sheet is worthless to an investor ▸ 18:30.

The fix costs one sentence. He asks for the sheets formulated, with the actual formulas in the cells, and it simply does it: “y yo quedé como que, what?” ▸ 18:51. Five pages of financial simulation, charts included, generated from about 400 lines of code ▸ 19:59. His coinage for the workflow is precise: semi vibe-coding, because two things separate it from the real loop, you don’t watch changes land in real time, and every requested edit regenerates the entire file from scratch, overwriting all five sheets ▸ 20:48. Good enough for something quick; he still fixed the gradient-happy chart by hand ▸ 19:32.

la simulación opinó sobre el modelo de negocio antes que los fundadores →

The surprise dividend is strategic, not technical. The generated model assumes the platform’s main revenue is interest earned on money users park in it, the float, a mechanism the founders had never once discussed, and the simulation presents it as the primary way this business makes money, ahead of what they’d actually imagined, fees charged to companies for salary dispersal ▸ 21:20. A tool asked to fill in numbers quietly proposed a business model, which is either a warning about auditability or a free idea, and in a formulated spreadsheet you can at least check which…