Walmart
3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Feb 28, 2025 by Paul Klein · said 11 times in 9 episodes since 2024 · across every show →
Mentions by year
brought up most by Paul Klein (2), Emily Glassberg Sands (2), Shawn Wang (1), Samuel Colvin (1), Ronak Malde (1), Matei Zaharia (1)
tap a year for its mentions
2026 3 mentions in 3 episodes 1 per episode
2025 6 mentions in 4 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode
Everything said about Walmart, oldest first
Feb 28, 2025 bullish
Klein: Automating niche local public records extraction offers high-alpha investment signals
“There's so much money to be made in taking like proprietary research and then turning that into like an automation, which is obviously like a very like browser based inspired one, like listening to all of the city halls or town hall meetings in like little tow…”
Oct 30, 2025 bullish
Sands: Walmart and Sam's Club signed up for ChatGPT Agentic Commerce Protocol
“In the last couple of days, Walmart and Sands Club have just signed up to also make their inventory purchasable
Through ChatGPT and the Agentic Commerce Protocol, which, like, I don't think that there is a bigger signal on a big retailer being up for it than W…”
Mar 14, 2026 positive
Walmart sees enormous internal adoption of Pydantic AI coding agent CodePuppy
“CodePuppy is a coding agent built by an amazing guy called Michael Faffersberger at Walmart built with Pydantic AI. And it's got like, hasn't got very many stars. Hasn't got lots of like hype around it, but I don't know how much I'm allowed to say publicly, bu…”