Walmart, every mention
45 scenes · ← back to Walmart
tap a year for its mentions
every year anyone David Friedberg 15Jason Calacanis 14Chamath Palihapitiya 10Dave Portnoy 3Ryan Petersen 2Rand Paul 2Keller Rinaudo Clifton 2Jimmy Donaldson 2Changpeng Zhao (CZ) 2Brad Gerstner 2
Verbatim, from the transcripts: the passages where Walmart comes up
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
- ▶ 32:52 Ryan Cohen And you look at Amazon as an example that basically took the marketplace model, but also took taking possession of first party inventory along with growing their marketplace and like they ultimately scaled it and they essentially did what…
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 1:13:21 Brad Gerstner You're, and it will show a little bit of Nvidia, a little bit of Walmart, a little bit of Dell.
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 25:45 Changpeng Zhao (CZ) Working for Walmart was just about to quit Walmart to join BTC China to become their CEO. 2 times in the scene
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 14:35 Jason Calacanis Like Walmart and Target actually do an exceptional job now.
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 1:17:57 David Sacks Walmart's still around.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 39:53 Jason Calacanis Right now, Walmart and Amazon are the number one and two employers in the US. 2 times in the scene
Science Corner Special! David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
- ▶ 46:42 Keller Rinaudo Clifton We've been scaling incredibly fast with Walmart over the last six to nine months. 2 times in the scene
Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
- ▶ 44:41 Ben Shapiro I mean, Walmart is already suggesting they're going to have to start increasing their prices.
- ▶ 46:45 Jason Calacanis And many haters, Nancy Pelosi, nasty woman, uh, she bet on Walmart, bad bet.
Howard Lutnick | All-In DC
- ▶ 1:03:02 Jason Calacanis Talk to the average person who says the cost of a toy at Walmart just went up by 50%.
Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
- ▶ 45:42 Eric Swalwell But what I will say is most of what we buy as far as, you know, what's in our basket at Walmart is, has a Chinese component.
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
- ▶ 25:40 Jason Calacanis You could send a 100,000 of these to the parking lots at Walmart, which typically does a good job in feeding people and getting them
Dave Ricks, CEO of Eli Lilly | The All-In Interview
- ▶ 39:08 Dave Ricks I think you might know about the study, but last year Walmart did this sort of what's in the cart study for people in Ozempic or Manjaro and it showed
Dave Portnoy: How He Bought Back Barstool for $1 | The All-In Interview
- ▶ 39:17 Dave Portnoy It was the biggest frozen lunch Walmart ever had. 3 times in the scene
JD Vance | All-In Summit 2024
- ▶ 36:57 David Friedberg It allows us to go into a Walmart and get, you know, 40 dollar scooters for our kids or 20 dollar scooters for our kids.
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 1:11:34 David Friedberg To support your point and what Chamath was messaging on our, on our chat, look at Walmart stocks up seven percent today because they offer lower priced solutions to consumers and Dollar General and Dollar Tree are rallying as well. 2 times in the scene
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
- ▶ 56:48 David Friedberg When everyday Americans go into Walmart, and they buy products, a lot of those products are shipped from China.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 53:36 David Friedberg Workers at Walmart and McDonald's have had pay increases, but this has really been to try and keep up with inflation, the inflation of other costs.
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 1:11:31 Jason Calacanis In other words, maybe they sell it to a Walmart, somebody who they don't consider super competitive.
- ▶ 1:19:50 Jason Calacanis So that would be Walmart, Disney, you start to get to over.
All-In Summit: Jenny Just on Peak6, the female market correction, poker, and risk
- ▶ 6:39 Jenny Just We're much closer to, like, a Walmart or a Safeway.
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 53:16 Chamath Palihapitiya So said in, you know, in grocery land, I think it's because Walmart and Amazon will try to do it for much, much cheaper and or charge, just be more aggressive in how much they, they want to keep, which means it's less that you can maybe…
All-In Summit: Nuclear fusion and the potential for energy abundance
- ▶ 6:25 Bob Mumgaard It's kind of a unique situation, like this is the size of a Walmart, built by companies that build Walmarts, and it's got buildings that house equipment that is like equipment that you use to do electrified natural gas or solar plants, and… 2 times in the scene
All-In Summit: MrBeast on his journey, business model, and the future
- ▶ 10:16 Jimmy Donaldson Same people who I would take pictures with in Walmart, when they see our product there, they're like, oh, it's the guy from YouTube, and they'll buy it, and so, um, just kinda, right now, just, anything in retail is great, because, you…
- ▶ 10:47 Jason Calacanis You're essentially built Walmart without any of the cost structure.
- ▶ 26:04 Jimmy Donaldson Making, you know, confectionery products is just so much more fun and, um, you know, a hundred million people are walking to Walmart every month, and if you don't have a product there, there, there's nothing for them to buy.
All-In Summit: Tobi Lutke on consumer spending, teams, Amazon, AI, and more
- ▶ 3:44 Tobi Lütke In some cases, in our case, this means people, um, might drop out of the Shopify ecosystem and go to, um, you know, purchase maybe clothing at Walmart or something.
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 1:10:55 Chamath Palihapitiya Walmart comes in.
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 29:04 Chamath Palihapitiya In the Wall Street Journal said Walmart lays off 10,000 people, right? 2 times in the scene
- ▶ 31:20 Chamath Palihapitiya And the reason is because companies like the Walmart's of the world who see this demand on literally a real time basis. 2 times in the scene
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 37:43 Ryan Petersen Walmart announced really high costs this morning, and so it's not just small companies, but Walmart announced 2 times in the scene
- ▶ 43:33 David Friedberg And last year, Walmart, didn't they announce they're spending ten billion dollars verticalizing their supply chain and building out their own infrastructure for moving goods? 3 times in the scene
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 14:54 David Friedberg Like I think Walmart announced that they've spent like 11 or twelve billion dollars kind of rebuilding their supply chain themselves.
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 9:47 Chamath Palihapitiya When you put that trade on, for example, it's, I'm going to bet that if everything goes up, Amazon will go up more than Kmart, Walmart, Sears.
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- ▶ 1:17:19 Jason Calacanis And all these people are saying, yeah, I learned all these skills and I went from making working at Walmart to making 60 K a year, 70 K a year.
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- ▶ 23:21 David Friedberg And we're now seeing on the other side, Walmart, Home Depot, Target, and other big retailers integrating their supply chain to get product into stores.
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- ▶ 39:59 Chamath Palihapitiya You know, like when Walmart does like a Black Friday thing, like everybody lines up, and then they open the doors, and we all run in, and I was standing side by side, we were right at the front of the line, and I noticed that he had these,…
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 22:23 David Friedberg Is paying Walmart for the difference between the wholesale cost and the retail cost so that consumers cannot now go buy ABA tests at the wholesale price at the store.
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
- ▶ 54:38 Chamath Palihapitiya If you look at CPG companies, right, companies like Procter & Gamble, Clorox, and you compare them to the places where they sell their goods like Walmart and Target.
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 1:15:04 Brad Gerstner To create a sense of ownership and participation in the American dream, their little slice of Tesla, of Walmart, of Amazon, of Google, like the money will come in from all the folks that you mentioned.
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- ▶ 1:02:56 Jason Calacanis How does a person working at Walmart ever participated in the Walmart appreciation of the value of that company? 2 times in the scene
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
- ▶ 1:07:52 Jason Calacanis Walmart is closing their stores and leaving. 2 times in the scene
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
- ▶ 1:06:16 David Friedberg And so, um, you know, the, the, the, the point that was made about Walmart years ago is the same point that's being made about Amazon today, which is that they're crushing small local businesses. 4 times in the scene
E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg
- ▶ 1:23:52 Chamath Palihapitiya I think that's okay.