I dont know if the Python in Excel architecture as changed but last time i saw it, it was insane and unusable for me (data sent to MS servers where a linux container executes python: you need both a subscription and that the data in question not be regulated)

Platform wise, the equivalent would be if they combined Excel, PowerBI, Data Factory and Azure into a single tool.

Technically you can combine these, but it’s a cumbersome experience and difficult for most people. Vertically integrating their equivalents simplifies things a lot.

(Small note: we don’t currently offer Python to users but likely will at some point)