I don't think that's the direction this is going to take.
Replacing a mature app with an incredibly wide audience and a million use cases may or may not be possible, but what's actually happening is that people are making an app that does exactly what they want, and using it to solve their own needs.
Previously you might use Excel to take raw data from various places and analyze it, create charts, reports, extract findings. Now you can have AI write a script to produce the exactly report you want from the original data. No Excel required.
Photoshop is a good example for that, actually. How many people are just using ChatGPT or Gemini to get the image edits they want instead of reaching for Photoshop? I don't know if this is showing up in Adobe's subscription numbers, yet, but I expect it will eventually.