Walmart

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Feb 5, 2022 by David Friedberg · said 63 times in 39 episodes since 2020 · across every show →

Mentions by year

brought up most by David Friedberg (15), Jason Calacanis (14), Chamath Palihapitiya (10), Dave Portnoy (3), Ryan Petersen (2), Rand Paul (2), Keller Rinaudo Clifton (2), Jimmy Donaldson (2)

tap a year for its mentions
00841582020202120222023202420252026episodesmentions
0482020202120222023202420252026episodes it came up in
0024482020202120222023202420252026episodesmentions per episode
2026 5 mentions in 4 episodes 1 per episode
2025 11 mentions in 7 episodes 2 per episode
2024 12 mentions in 8 episodes 2 per episode
2023 9 mentions in 6 episodes 2 per episode
2022 10 mentions in 3 episodes 3 per episode
2021 9 mentions in 8 episodes 1 per episode
2020 7 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Walmart, oldest first

Feb 5, 2022
Assertion Partly supported
Friedberg: Walmart spent $11B-$12B to internally rebuild its supply chain
“Walmart announced that they've spent like 11 or twelve billion dollars kind of rebuilding their supply chain themselves.”
David Friedberg Feb 5, 2022 ▶ 14:54 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
Sep 17, 2024
Assertion Not checkable as stated
Portnoy: One Bite Pizza was the largest frozen lunch launch in Walmart history
“Now I did a one, excuse me, a one bite frozen pizza. It was the biggest frozen lunch Walmart ever had.”
Dave Portnoy Sep 17, 2024 ▶ 39:14 Dave Portnoy: How He Bought Back Barstool for $1 | The All-In Interview
Oct 8, 2024 neutral
Assertion Contradicted
Dave Ricks: Walmart study shows GLP-1 users buy 30% fewer calories
“Last year Walmart did this sort of what's in the cart study for people in Ozempic or Manjaro and it showed They were buying about a third less calories. So that's a lot, but that's consistent with how the drugs work. But interesting also, fewer salty snack foo…”
Dave Ricks Oct 8, 2024 ▶ 39:08 Dave Ricks, CEO of Eli Lilly | The All-In Interview
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