Walmart

“So we are seeing CMOs of large companies like L'Oreal, Unilever, Walmart, Macy's use Pepper type.”

“Flipkart-Walmart deal didn't, what it did was, I think it suddenly Open the gates to startups. Yeah. I think suddenly a lot of people said, wow, this is like big money.”

“The day India market reaches, D-Mart will be half the size of Walmart, or maybe the size of Walmart, right? So that's going to happen.”

“So retail, Walmart, and everybody will be charging 21, 22% gross margin. Costco operates at 11, 12% gross margin.”

“In US, the median sort of income is around, say, 50, 60 K US dollars. That's what Walmart is catering to. Costco is catering to 80,000 to 90,000 sort of USD per capita income.”

“Now think about the implications on commerce, branding, web. Companies where brand itself is the entire business. All of that vanishes.”

“So, the boldest thing that we did was we did not renew the contract with Walmart, because they said, you know, continue the MLOps product, and we said, we'll be an LLM Ops company, and Walmart was not ready for LLM Ops at that point, but we said, okay, fine, w…”

“And, you know, funny enough that the first customer for our MLOps product was Walmart, the largest giant in, in retail. And, you know, they bought it not for themselves, but they wanted to open it up for all their suppliers.”