The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

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
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
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
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
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
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
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
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
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
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
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
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
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