It means you are forced to consider buying an expense Enterprise SQL license once you are using it in earnest. If it wasn't for Excel chocking on 5million rows I'm convinced most businesses wouldn't bother with databases at all.
Your comment is a bit like saying "Most businesses wouldn't bother having a cafeteria if only Excel could cook meals."
Excel was never designed to replace a database and the fact that it can't isn't some evil plot by MS.
This part is tongue in cheek, but true. There are businesses out there, where excel is used for everything, including many things it should never be used for. Seriously powerful app. Seriously (ab)used.
I don't hate Excel, but I hate the "craplications" hare-brained power users create.
I've found the same to be true for editors. Most text editors have struggled to open large log files (500+ MB) whereas cat can open a file of basically any size.
Of cause, for parsing logs a few well thought out awk commands combined with sed, sort, unique and other *nix utilities usually beats everything else in my experience.