Newsletter Images February 24th, 2026 (2).jpg

The Idea: In 2016, two McKinsey consultants - Humberto Ayres Pereira and Torben Schulz - had spent enough years drowning in Excel to know one thing: spreadsheets were powerful, but deeply broken. No live integrations, no AI, no modern sharing experience. So they quit their jobs, moved to Berlin, and set out to build what Humberto had been dreaming about since 2012 - a "spreadsheet OS" that connected to the real world. Friends laughed. Excel was a 40-year-old product nobody was going to disrupt. They built anyway. This was the beginning of Rows.

The Execution:

The lesson? Building in a category dominated by 40-year-old giants takes patience that most founders don't have. Rows spent eight years iterating, pivoting, and grinding before the AI wave finally validated everything they'd been building toward. The founders who survive long enough to catch their tailwind are the ones who never stopped believing the problem was worth solving.