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Quadratic的赌注：Rust/WASM电子表格与原生JS单元格将击败传统插件
源代码可用的浏览器电子表格，其中JavaScript、Python、SQL和公式原生运行在单元格中；JS支持于2024年通过HN发布。
Quadratic
做的是什么生意
Quadratic is a source-available browser spreadsheet built on Rust and WASM in which JavaScript, Python, SQL and classic formulas all run natively in cells, with GPU rendering and live API data via fetch().
起因
Quadratic is a browser spreadsheet built in Rust and WASM that had already been in beta for quite some time when, on 2024-09-27, the team announced native JavaScript as a cell language on Hacker News (HN handle Manchego79). The framing was that Excel and Google Sheets add code only piecemeal — Apps Script, Python-in-Excel — with laggy, bolted-on experiences, while Quadratic runs JavaScript natively in any cell, in milliseconds, in the browser.
经过
The launch thread surfaced the technical bet in detail: JavaScript executes in a web worker that communicates with the main thread via socket messages; the Rust/WASM engine renders on WebGL/GPU; a test grid reached roughly five million cells; Chart.js and npm packages arrive via ES modules; fetch() streams live API data into cells. The team described a source-available license that reserves commercial rights while allowing personal use, and said self-hosting pilots were rolling out. Skeptics pushed back — 'these approaches have been tried so many times and have failed so many times' — and questioned who needs this now that Google Sheets has Apps Script and Gemini and Excel is adding Python and Jupyter; the team answered that incumbents are adding piecemeal upgrades without the performance or experience, while Quadratic targets developers, engineers and data people, with AI-assisted code generation so non-programmers can write JS or Python too.
结果
Still live as of 2026-09-05: the product page promotes the free browser spreadsheet, now framed as 'The AI Spreadsheet built for speed, clarity, and instant insights', with JavaScript, Python and SQL. The material and launch thread contain no revenue, funding, user-count or customer disclosures, so the commercial result of the bet is not established in the record.
背景
Quadratic是一款基于Rust和WASM构建的源代码可用浏览器电子表格，其中JavaScript、Python、SQL和传统公式均为一流的单元格语言。该赌注于2024-09-27在Hacker News上发布，认为电子表格仍是人们处理数据的默认方式，但胜者将是在浏览器中原生、快速地运行真实代码的产品——而不是像传统工具那样将编码支持硬塞进几十年的公式模型中。
切入点是性能和代码原生体验，针对那些遇到Google Sheets和Excel瓶颈的开发者、工程师和数据人员。JavaScript在Web Worker中执行，Rust/WASM引擎在GPU上渲染；npm包通过ES模块加载；fetch()将实时API数据拉入单元格；图表使用Chart.js；测试网格达到约五百万单元格。源代码可用许可保留商业权利，加上自托管试点，提供了云端电子表格受数据保护限制的企业路径。
反响真实但有争议。发布帖子获得112分和48条评论：评论者运行了JS单元格，然后问谁需要这个——Google Sheets已有Apps Script和Gemini，Excel也正在添加Python和Jupyter——怀疑者指出电子表格加代码的尝试此前已失败。团队回应称，现有厂商提供次优性能的零散升级，而原生单元格语言——加上对非程序员的AI辅助——让技术和非技术用户在同一处工作。截至2026-09-05，产品仍存活且免费试用，未披露收入。
这件事要成立，得有什么
- 具体牵引力：2024-09-27的Launch HN帖子获得112分和48条评论，将产品的主张置于实时技术检验中。
- 底层赌注：Quadratic没有克隆Excel的公式，而是重建了引擎，使JavaScript、Python和SQL在Rust/WASM上成为原生单元格语言。
- 公开辩论就是案例：评论者认为Google Sheets的Apps Script和Excel的Python已覆盖该领域，并指出电子表格加代码以前已失败。
- 这是开放的结果：截至2026-09-05产品仍在运行，但来源未披露收入、融资或客户，因此商业赌注仍未解决。
可借鉴之处
要攻击根深蒂固的类别，改变底层：Quadratic重建了电子表格，让真正的代码成为单元格语言，并针对现有厂商服务不足的技术用户进行推广，而不是打功能战。
后续进展
截至2026-09-05，Quadratic仍在运营：quadratichq.com的JavaScript页面推广带原生JavaScript、SQL和Python的电子表格，现定位为‘为速度、清晰和即时洞察而构建的AI电子表格’，可在浏览器免费试用。2024-09-27的HN发布帖子仍可访问。材料和帖子未披露收入、融资、用户数、企业客户、收购或关闭信息，因此该赌注如何商业结算在来源中未被记录。
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