Walmart

8 statements across 6 episodes · 5 bullish · 0 bearish · 6 people on the record · first statement May 20, 2024 by Shmulek Bachar · said 36 times in 18 episodes since 2023 · across every show →

Mentions by year

brought up most by Pablo Srugo (8), Daniel Theobald (5), Mary Beth Snodgrass (4), Harish Abbott (4), Cody Ruberto (3), Russ Fradin (2), Rodolphe Barrere (2), Kazi Ahmed (2)

tap a year for its mentions
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0482023202420252026episodes it came up in
001.342.582023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 18 mentions in 8 episodes 2 per episode
2024 14 mentions in 8 episodes 2 per episode
2023 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Walmart, oldest first

May 20, 2024 positive
Insight
Fishman: Data and software beat individual interviews for high-volume hiring
“And the best way to do that is with software where you don't have to individually interview them. There's ways to take data to understand what's likely that they'll show up for work.”
Shmulek Bachar May 20, 2024 ▶ 5:39 He built Uber for parking & exited. Then raised $100M+. Here's his formula for finding product-ma... · PMF Show
Jul 1, 2024 positive
Assertion Supported
Blake Hall: Bonobos founder Andy Dunn invested early in ID.me
“Andy, and I had also hit it off. He became an early investor, founder of Bonobos, sold it to Walmart for three hundred million plus.”
Blake Hall Jul 1, 2024 ▶ 31:50 He fought Al Qaeda in Iraq, turned down $250K at McKinsey—& built a $150M+ ARR unicorn. Here’s ho... · PMF Show
Aug 12, 2024 neutral
Disclosure
Walmart ordered 50 Vecna robots before COVID-19 froze corporate innovation projects
“We had a 50 robot order with Walmart pretty early on, but yeah, they were one of the ones that they said, we love you. And you know, it really hurts us to do this. We don't want to do it, but you know, we basically been told the corporate, we've got to shut al…”
Daniel Theobald Aug 12, 2024 ▶ 30:55 He sold AI robots to Walmart & raised $150M. His #1 advice to founders? "Trust your gut." | Danie... · PMF Show
Aug 12, 2024 positive
Assertion Not checkable as stated
Vecna's Walmart robots improved throughput 18% solely via software updates
“We deployed robots at Walmart, for example, And I think it was within the first two months the robots were already just through software updates. They were already operating 18, you know, they're getting 18% more work done than when we had started.”
Daniel Theobald Aug 12, 2024 ▶ 28:32 He sold AI robots to Walmart & raised $150M. His #1 advice to founders? "Trust your gut." | Danie... · PMF Show
May 19, 2025 neutral
Disclosure
Ahmed: Carbon 6 went out to raise acquisition capital, not sell
“Really what we were going out to market for was to raise more money for acquisitions because we felt we were ready to do under the set of acquisitions. And while there were sort of a couple of big niches that we wanted to potentially go after we wanted to go o…”
Kazi Ahmed May 19, 2025 ▶ 37:04 He went from 0 to a $210M exit in 3 years—without inventing anything new. | Kazi Ahmed, Founder o... · PMF Show
Nov 6, 2025 positive
Assertion Supported
Abbott: Deliver partnered with Walmart to offer FBA-equivalent fulfillment to merchants
“We did these two things, and then we did a little partnership with Walmart where we said, hey, we have fixed pricing. Your merchants at that time did not have FBA-like equivalent where Amazon guys have FBA. You can use Deliver for Walmart merchants to sell on …”
Harish Abbott Nov 6, 2025 ▶ 22:43 He made 2 key changes —then grew to $100M ARR in 2 years & exited for $2B. | Harish Abbott, Found... · PMF Show
Nov 6, 2025 positive
Assertion Not checkable as stated
Abbott: Deliver's flat pricing and Walmart badging boosted merchant sales 2x-3x
“And we did that, and suddenly most of merchant sales was like two X, three X, because the delivery promise was there. Plus, the pricing was flat. The moment these two things happened, I mean, I'm kidding, you know, we went from trying to find the next merchant…”
Harish Abbott Nov 6, 2025 ▶ 23:08 He made 2 key changes —then grew to $100M ARR in 2 years & exited for $2B. | Harish Abbott, Found... · PMF Show
Nov 10, 2025 neutral
Assertion Supported
Fradin: Half of US Workers Lack Corporate Email Addresses
“About half of the people that work in America today do not have working. It's not something you and I really think about, but you know, Walmart has two million employees don't have it. Walmart.com email addresses, right? UPS has 300,000 drivers and people work…”
Russ Fradin Nov 10, 2025 ▶ 13:40 He walked away from $5M ARR—then built a $50M company. | Russ Fradin, Founder of Larridin · PMF Show
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