Walmart

includes Walmart Health, Walmart Labs

12 statements across 11 episodes · 4 bullish · 2 bearish · 9 people on the record · first statement Jul 16, 2017 by Alex Rampell · said 152 times in 70 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (26), Alex Rampell (25), Jeff Jordan (13), Raul Vasquez (8), Marc Andreessen (8), Sonal Chokshi (4), Mike Smith (4), Steph Smith (3)

tap a year for its mentions
00402080402017201820192020202120222023202420252026episodesmentions
020402017201820192020202120222023202420252026episodes it came up in
002204402017201820192020202120222023202420252026episodesmentions per episode
2026 8 mentions in 7 episodes 1 per episode
2025 15 mentions in 8 episodes 2 per episode
2024 3 mentions in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode
2020 1 mention in 1 episode
2019 77 mentions in 36 episodes 2 per episode
2018 18 mentions in 6 episodes 3 per episode
2017 27 mentions in 8 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Walmart, oldest first

Jul 16, 2017 neutral
Assertion Supported
Rampell: NYC lacks Walmart stores due to local permitting restrictions
“There are no Walmarts in the five boroughs of New York because for whatever reason, The mayor or the people of New York City are not allowing, at least for permit reasons, a Walmart to be there.”
Alex Rampell Jul 16, 2017 ▶ 0:25 What Happens When Mobile (Really) Hits the Wallet
Jul 16, 2017 negative
Assertion Open · timeframe Jul 2017
Rampell: First-gen financial managers lack level three transaction data
“The reason why you can't answer that query today using existing PFMs is PFMs do not get level three transaction data. They don't know what you bought at Starbucks. They don't know what you bought at Walmart. They just know that you spent 19 dollars at Starbuck…”
Alex Rampell Jul 16, 2017 ▶ 10:29 What Happens When Mobile (Really) Hits the Wallet
May 15, 2018 positive
Assertion Supported
Chan: Walmart uses WeChat mini programs in China for retargeting and self-checkout
“When you're shopping in the supermarket, you use WeChat, a mini program, and you check out as you go. Now it's great. Consumers get this frictionless checkout experience. You don't have to wait in line. That's fantastic. But the real winner is actually Walmart…”
Connie Chan May 15, 2018 ▶ 1:58 Online to Offline 2.0: Experiments and Examples from China
Dec 5, 2018 positive
Assertion Supported
Chan: BuzzFeed's Tasty partners with Walmart to sell physical kitchen products
“Tasty is partnering with Walmart to sell actual physical kitchen goods.”
Connie Chan Dec 5, 2018 ▶ 22:39 When Advertising Isn't Enough
Jan 2, 2019 neutral
Opinion
Johnson: Amazon operates primarily as the Walmart of the internet
“Now, you know, people like Amazon are actually the Walmart of the internet. I think we all know that, and they're helping people buy things at low price online.”
Ron Johnson Jan 2, 2019 ▶ 19:48 a16z Podcast | Building Brands and Running Retail -- Ron Johnson and Tristan Walker Break It Down
Jan 2, 2019
Insight
Non-transparent consumer debt options restrict retail sales for stores like Walmart
“Walmart wants to sell more stuff. They would sell more stuff. They can't sell more stuff because people are hesitant to buy it because they don't know what going into debt for this particular item has or what that means for them.”
Alex Rampell Jan 2, 2019 ▶ 15:47 a16z Podcast | Money, Risk, and Software
Jan 2, 2019 positive
Disclosure
Valdez-Olmos: Honor partnered with Walmart for eldercare education centers
“Like we started a partnership with Walmart where we opened up care education centers inside of specific Walmart stores in Texas.”
Renato Valdez-Olmos Jan 2, 2019 ▶ 10:13 a16z Podcast | The Realities of Aging / When Healthcare Is Local
Jan 2, 2019 positive
Assertion Not checkable as stated
Cal Turner Jr.: Dollar General stores located near Walmart performed better
“No, no, we're in the same markets. In fact, our stores close to Walmart, it seemed to Do better than our stores that weren't close to a Walmart.”
Cal Turner, Jr. Jan 2, 2019 ▶ 18:11 a16z Podcast | The Case Study of Dollar General and Surviving (Thriving!) Retail
Jul 31, 2019 neutral
Assertion Not checkable as stated
Yoo: Entrants like Walmart force traditional health systems to adapt
“Are feeling the pressure to really compete for our business, and it's not only that their reimbursements are shrinking and that the dynamics on the reimbursement side are very uncertain, but also that there's new entrants in the market, whether it be, you know…”
Julie Yoo Jul 31, 2019 ▶ 6:38 Software Eats Care Delivery
Mar 16, 2020 neutral
Prediction Not checkable as stated
Riccitiello: Gaming industry is near the total end of physical media
“In the game industry we're not quite at the point where we've left behind all physical media, but we're close. And I can't talk about, you know, hardware launches that are coming next year that we are preparing in engineering and coming the year after that, bu…”
John Riccitiello Mar 16, 2020 ▶ 15:14 How Gaming is Changing the Media Landscape
Feb 4, 2026 neutral
Assertion Partly supported
Justin Mares: Costco and Walmart are top US organic food sellers
“Things like Costco and Walmart are the two largest sellers of organic products in the country.”
Justin Mares Feb 4, 2026 ▶ 13:05 How Truemed Is Incentivizing Americans to Invest in Prevention
Jul 7, 2026 negative
Opinion
Sinofsky: Removing SAP would cause auto manufacturers and Walmart to evaporate
“If you take SAP out of a large automobile manufacturer, there's no automobile manufacturer left. Or Walmart. Like the company just evaporates. Because the company is defined, not just by purchasing the software, not even by just using it, but by how they codif…”
Steven Sinofsky Jul 7, 2026 ▶ 17:29 Software in the Age of Agents | The a16z Show
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.