The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

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why aren't all 23 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Yaman: Competing with Walmart and Amazon requires $2 billion and 10 years
“Don't try to compete with Walmart, Amazon, and Costco. That's, or if you're going to do that, you need to put Two billion dollars on the balance sheet and you need to make that like a 10 year journey.”
Jared Gaiman Feb 26, 2026 ▶ 5:16 From $187M Ecommerce to $5M ARR SaaS: Spresso's Post-Bankruptcy Pivot to Enterprise Software | Jared Yaman
Assertion Not checkable as stated
Greenberg: Algopix is the only provider of multi-marketplace transactional market share data
“We're actually the only ones who provide market share insights into sales that occur on amazon.com as well as Walmart, eBay, Google Shopping, etc. There are other players that do only one of these platforms, usually it's Amazon, and they're basing their data o…”
Ori Greenberg Dec 18, 2020 ▶ 2:08 AlgoPix Hits $2.4m Revenue Helping CPG Brands Monitor Competitors Pricing
Opinion
John James: Walmart overpaid for Jet.com, but Marc Lore is a genius
“Well, of course they did, but Mark Lohr's a genius. There's only two of him, and one's named Jeff Bezos, and then Mark's the other one. So yeah, of course they overpaid.”
John James Oct 30, 2018 ▶ 18:32 1193 Now Anyone Can Use the Tech He Used to Build His $100m eCommerce Brand
Opinion
Rubin: Jet.com acquisition won't fix Walmart's customer churn problem
“Well, I think the biggest issue with Walmart and jet is churn, right? Repeat customers. And so buying jet doesn't help the issue of churn because most of those buyers on jet are just looking for a deal and are one-time buyers.”
Chad Rubin Dec 21, 2016 ▶ 3:45 EP 515: 0 to $300k MRR in 16 Months Helping 300 ECommerce Brands Streamline with Skubana CEO Chad Rubin
Opinion
Yaman: Boxed couldn't beat Walmart on logistics, but could on tech
“We're not going to be able to out supply chain, out trucking, out logistics, out warehouse, you know, Walmart and Kroger and the major retailers in the U S especially with consumables, but we still feel like we can, you know, out technology them.”
Jared Gaiman Feb 26, 2026 ▶ 16:38 From $187M Ecommerce to $5M ARR SaaS: Spresso's Post-Bankruptcy Pivot to Enterprise Software | Jared Yaman
Assertion Supported
Rupify is deployed across all Indian Walmart stores and Flipkart B2B
“So we work with the Flipkart Walmart group. So all the Walmart stores in India, we are present today. I see. Entire Flipkart e-commerce platform on the B to B side, we are present today.”
Anubhav Jain Oct 16, 2021 ▶ 10:04 India Fintech + SaaS Zero to $60k MRR in 3 Months Helping SMB's Fund Inventory
Assertion Not checkable as stated
Arora: Most Enterprise Logos on Intervue's Website Are Paying Customers
“Yeah, most of them are paying.”
Rahul Arora Oct 10, 2021 ▶ 8:09 Developer Recruiting SaaS Breaks $7k MRR in 6 Months, $6m Raise Next?
Disclosure
Greenberg: Google Shopping, Facebook Marketplace, and Walmart are Algopix customers
“So it would be the CPG brands as well as the marketplaces themselves. We have customers like Google shopping, Facebook's marketplace, Walmart. So both.”
Ori Greenberg Dec 18, 2020 ▶ 3:28 AlgoPix Hits $2.4m Revenue Helping CPG Brands Monitor Competitors Pricing
Assertion Not checkable as stated
Lewis: Mycroft has held retail talks with Walmart and Target
“We've been in talks with the big you know, the big box retail chains, right? There are people who want to put a privacy respecting solution on their store shelves. You know, we're talking about, you know, Walmart and target and, you know, these companies want …”
Michael Lewis Sep 26, 2020 ▶ 15:52 MyCroft Raises $5m to Ship Home Speaker Echo Competitor That Doesnt' Suck In Data
Opinion
HolaGus avoids massive retailers like Walmart to focus on niche businesses
“Walmart would be a terrible customer for us because they have a million, like a million products. But if we start looking at businesses that are kind of niche, so for example, like let's just say insurance, or I gave the example order earlier, ordering a pizza…”
Pablo Estevez May 4, 2017 ▶ 10:49 649: HolaGus $1.4M Raised Helping Clients Automate Support with AI with CEO Pablo Estevez
Assertion Not checkable as stated
Putnam: Monumetric was Walmart's largest traffic supplier during its exchange debut
“Walmart is an example where they just, they're one of the first major brands to launch their own buy seat in these exchanges. And their first month was June in one of these exchanges and we were their largest supplier of traffic during that month.”
Nathan Putnam Sep 28, 2016 ▶ 13:05 EP 431: Agency Does $6m 2015, 41 Employees with Publisher/Advertiser Network CEO Nathan Putnamof Monumetric
Disclosure
Rasheta: iStabilizer walked away four times during Walmart retail renegotiations
“So there were three or four times when they, when I would, when I told them, okay, the deal's over. We don't want to be in Walmart. And then a day would go by and then they would come back and renegotiate. That happened four different times.”
Noah Rasheta Sep 12, 2016 ▶ 4:11 Ep 415: Phone Accessory Company Hits $2.5M Revenue 2015 with Noah Rasheta of iStabilizer
Assertion Not checkable as stated
Spyne creates product catalogs for Walmart, Penske, and Shift
“We work with a lot of large internet companies like Walmart, some of the large companies in the U S as well. Penske motors, one of them shift. So some of these like very, very large companies work with us to create their catalogs.”
Sanjay Kumar Mar 15, 2023 ▶ 2:54 How he Grew AI Tool $25k to $250k MRR Last 12 Months, On track for $800k MRR This Year
Disclosure
Estated is running enterprise pilot programs with Walmart and Lowe's
“Like we're doing some pilot stuff with like Walmart and Lowe's and like really interesting projects.”
Josh Fraser Aug 31, 2021 ▶ 19:32 Estated Grows 100%, Breaks $1.7m ARR for Property Data Platform
Assertion Supported
Bacharach: Retailers like Walmart and Macy's monetize sites via ad networks
“So you're starting to see a trend in retail where multibrand retailers, you know, like Walmart has Walmart Connect. Macy's has Macy's media network where they're monetizing their websites with traditional advertising.”
Michelle Bacharach Aug 19, 2021 ▶ 15:57 Retail SaaS Taking Off Post Pandemic, $1m+ ARR, Raising $8m Series A Now
Disclosure
mParticle Counts Starbucks, Walmart, Airbnb, and Spotify as Customers
“And we work with some of the largest brands in the world from Starbucks and Walmart, McDonald's to Airbnb, Spotify, Venmo, you name it.”
Michael Katz Sep 11, 2019 ▶ 1:37 1509 How mParticle Hit $36m ARR, 150% Net Revenue Retention Helping F500 Brands Manage User Records
Assertion Not checkable as stated
Nardone: 40 clients generate roughly 80% of Flashtalking revenue
“I would say that there's about 40 clients that account for 80% of the revenue. And those are people like Walmart and American Express and Verizon and AT&T.”
John Nardone Nov 11, 2017 ▶ 14:14 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Supported
Dove uses Shoppable to power multi-retailer checkout on its product pages
“Once you get get into product detail pages everything you see here is powered through Shoppable. So without Shoppable an incredible brand like Dove didn't have the ability to sell products from Walmart and Walgreens and Target and all their favorite retailers …”
Heather Marie Jul 20, 2017 ▶ 5:59 726: This $500k/mo+ Entrepreneur Says Key is Minimizing Expenses
Assertion Not checkable as stated
Radius mostly serves large enterprises like Walmart and American Express
“And remember, most of our customers are big companies like a Sam's club, Walmart, or an American express, et cetera.”
Darian Shirazi Jan 9, 2017 ▶ 8:57 EP 534: 29yo Radius CEO Raises $100M, Helping Expand B2B Sales Pipelines with Darian Shirazi
Assertion Not checkable as stated
Rasheta: Retailers like Walmart typically demand 60% off MSRP
“Cause we have to factor in like typically a reseller like Walmart, for example, takes 60% off of the top. So off of MSRP.”
Noah Rasheta Sep 12, 2016 ▶ 8:12 Ep 415: Phone Accessory Company Hits $2.5M Revenue 2015 with Noah Rasheta of iStabilizer
Assertion Not checkable as stated
Uster: FundThrough's First Advance Was $300,000 for a Walmart Order
“When we launched fund through the very first advance that we made Was a 300,000 dollar advance to a guy who was selling to Walmart and had never sold anything before.”
Steven Uster Dec 6, 2020 ▶ 11:01 FundThrough Hits $240m in Invoices Advanced to 2k+ Founders
Assertion Supported
Walmart operates more than 4,000 individual Facebook pages
“Walmart has over 4000 Facebook pages.”
Peter Friedman Jan 15, 2018 ▶ 5:18 905 Went Public, $650m Market Cap, Crashed, Now $10m ARR But Only $1.8m Market Cap, Why?
Disclosure
Rasheta: iStabilizer is selling products in Walmart stores again
“Since then we've gone back to Walmart, so we're selling in Walmart again.”
Noah Rasheta Sep 12, 2016 ▶ 2:37 Ep 415: Phone Accessory Company Hits $2.5M Revenue 2015 with Noah Rasheta of iStabilizer
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