Walmart

includes Walmart Sparky

5 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Apr 17, 2025 by Keller Cliffton · said 53 times in 35 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (10), Jordi Hays (7), David Senra (2), David Rosenthal (2), Chad Janis (2), Martin Shkreli (1), Mark Cuban (1), Keller Cliffton (1)

tap a year for its mentions
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01020202420252026episodes it came up in
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2026 25 mentions in 17 episodes 1 per episode
2025 27 mentions in 17 episodes 2 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Walmart, oldest first

Apr 17, 2025 positive
Assertion Supported
Cliffton: Walmart, Chipotle, and Sweetgreen Are Partnering with Zipline
“Our first customer is Walmart. We're, you know, we've already announced a number of other Partners like Chipotle and Sweetgreen Mendocino Farms and a lot of the biggest health systems in the US who are all relying on this technology to automate and accelerate …”
Keller Cliffton Apr 17, 2025 ▶ 1:00 This Company is Building the Future of Logistics | Keller Cliffton on TBPN April 10th
Jul 19, 2025 positive
Insight
Shkreli: AI Labs Should Partner with PE to Acquire Enterprise Data
“I sometimes joke that the big AI companies should become LBO shops. And what they can do is they can partner with KKR or Blackstone and all they get is the data. KKR and Blackstone pride the capital, get all the returns. Fine. But all the data comes back to, y…”
Martin Shkreli Jul 19, 2025 ▶ 2:29:23 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Feb 5, 2026 positive
Assertion Supported
Coogan: Walmart can deliver same-day orders to 95% of US households
“The company accelerated home delivery capabilities and can now deliver orders the same day to 95% of U.S. Households.”
John Coogan Feb 5, 2026 ▶ 22:59 Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
Feb 5, 2026 neutral
Assertion Supported
Coogan: Berkshire Hathaway fully exited its Walmart position by 2018
“Warren Buffett's Berkshire Hathaway famously sold a large portion of its longtime stake that year and fully exited the position by 2018.”
John Coogan Feb 5, 2026 ▶ 22:39 Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
Apr 11, 2026
Assertion Partly supported
Grüns launched in Sprouts, Target, and Walmart between 2024 and 2025
“We launched with Sprouts in October of twenty-twenty-four Target in February of twenty-twenty-five, and then Walmart in April of twenty-twenty-five, and then a bunch of other amazing retailers after that.”
Chad Janis Apr 11, 2026 ▶ 16:41 Chad Janis: How I Sold Grüns to Unilever for $1.2B
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