Walmart

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jan 4, 2026 by John Mackey · said 56 times in 13 episodes since 2025 · across every show →

Mentions by year

brought up most by David Senra (32), Micky Malka (14), Marc Andreessen (2), John Mackey (2), Ivanka Trump (2), Tony Xu (1), Scott Wu (1), Michael Dell (1)

tap a year for its mentions
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051020252026episodes it came up in
002.5551020252026episodesmentions per episode
2026 44 mentions in 9 episodes 5 per episode
2025 12 mentions in 4 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Walmart, oldest first

Jan 4, 2026 positive
Assertion Not checkable as stated
Mackey: Whole Foods Had 20 to 25 Years of Competitors Ignoring Them
“We had, you know, 20, 20 to 25 years where nobody paid any attention to us, and that allowed us to scale and compound, and they just dismissed us.”
John Mackey Jan 4, 2026 ▶ 25:09 John Mackey: The Dropout Who Changed How America Eats
Jan 4, 2026 neutral
Insight
Mackey: Supermarket chains ignored Whole Foods because they feared Walmart
“They were hypnotized by Walmart. They were so scared about Walmart that they ignored us.”
John Mackey Jan 4, 2026 ▶ 10:12 John Mackey: The Dropout Who Changed How America Eats
Apr 12, 2026 positive
Disclosure
Spiegel: Snap adopted Walmart's 'In It to Win It' problem-surfacing format
“I think one of the things that's really, I stole this from Walmart, which I thought was great. They have a Friday meeting called in it to win it. They have their leaders from across the company, not just like super senior leaders, but leaders from across the c…”
Evan Spiegel Apr 12, 2026 ▶ 1:35:03 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
Aug 2, 2026 positive
Assertion Partly supported
Malka: OnePay powers all mobile payments and credit products at Walmart
“If you want to pay with your phone today, the only way to pay at Walmart is with OnePay. If you want to have a debit card, it's the only way you want to loan from Klarna. It goes through OnePay. If you want an installment loan, you want a credit card, it goes …”
Micky Malka Aug 2, 2026 ▶ 48:45 Lessons From Backing The Best Founders In Fintech | Micky Malka
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