Best Podcast Episodes About Walmart
Everything podcasters are saying about Walmart — curated from top podcasts
Updated: Apr 02, 2026 – 23 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Walmart.
Top Podcast Clips About Walmart
“… look on their face. and then we get out in the car and they go, by the way, home girlfriend is upstairs, road girlfriend, we're picking her up at a Walmart. Yeah. And then they come on the road for the weekend and then we drop her back off at the Walmart when we get back to town. And then he goes back to his girlfriend's house. And now I'm stuck with this secret for the rest of my life. You're talking about Jeff Foxworthy? Obviously, yes, yeah. You might be a cheater if you pick up your girlfriend at a Walmart and a Dodge Charger. Well, I have a thought. I don't know if you have another story or …”
“… a little booger sugar or whatever that is It's hard. Yeah, because I've had I've had other comics that I've gone on the road with where I go to their house to pick them up. And I go, hey, I didn't know your girlfriend home. And then they get a weird look on their face. and then we get out in the car and they go, by the way, home girlfriend is upstairs, road girlfriend, we're picking her up at a Walmart. Yeah. And then they come on the road for the weekend and then we drop her back off at the Walmart when we get back to town. And then he goes back to his girlfriend's house. And now I'm stuck with this secret for the rest of my life. You're talking about Jeff Foxworthy? Obviously, yes, yeah. You might be a cheater if you pick up your girlfriend at a Walmart and a Dodge Charger. Well, I have a thought. I don't know if you have another story or not. No. Okay. I have a thought. And Dawson, you're going to be in on this thought. You're going to like this thought. So there was a Colorado Supreme Court ruling, and it was about, I don't know, trans kids and having conversations, counseling and whatever. And Colorado's gone fucking nuts. Like when I was a kid, Colorado was like, you know, Denver …”
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In a hilarious twist, a comic shares the absurdity of picking up a 'road girlfriend' from Walmart while hinting at the chaos of secret relationships. This leads into a wild commentary on a controversial Colorado Supreme Court ruling that has the host questioning the state’s sanity. The juxtaposition of personal anecdotes and serious topics creates a uniquely entertaining mix.
“… call 911. I have a restraining order. A couple of men ran over, grabbed Psycho, and pinned him down to the parking lot until police arrived. Walmart surveillance cameras captured the entire incident. He had parked his 95 Ford Ranger truck across from the Walmart. A 20-year-old truck across from the Walmart. In 2013, he's driving at night. He parked around the side of the building and stalked her. police found a duffel bag in his truck with a ski mask leather gloves a crowbar a second bb gun lighter fluid binoculars and a man's tie why does he have all of that he's gonna be super formal …”
“… do you think this is going to do? As I cold stab you. How dare you tell the cops bad things about me? In order to put me in prison as I attempt to murder you. Bitch, what the fuck? Wow. So she tried to kick him and draw attention from others, screaming, call 911. I have a restraining order. A couple of men ran over, grabbed Psycho, and pinned him down to the parking lot until police arrived. Walmart surveillance cameras captured the entire incident. He had parked his 95 Ford Ranger truck across from the Walmart. A 20-year-old truck across from the Walmart. In 2013, he's driving at night. He parked around the side of the building and stalked her. police found a duffel bag in his truck with a ski mask leather gloves a crowbar a second bb gun lighter fluid binoculars and a man's tie why does he have all of that he's gonna be super formal while he does crazy shit that's my seven okay gloves got my ski mask here's my crowbar my bb gun gonna set something on fire wait a minute there we go got it all adjusted is my do i have a nice windsor on there that says it's straight double uh so he's sentenced to 25 years in prison for that bye-bye psycho we're rid of psycho for this story 2016 is …”
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In a wild twist, a man accused of attempted murder had a duffel bag full of bizarre items for his 'formal' crimes, including a ski mask and a crowbar. The absurdity peaks as the host jokes about the killer wanting to look sharp while committing mayhem, making the grim topic hilariously entertaining.
“… They're not always fun. hitting the if you have the video the best one is a video like you know you have guys the cameras you surround someone in a walmart and go like oh you're here to fuck it that is i mean that someone's got to do that prank video that's got to be so funny they do that's not even like they don't even pose it as a prank video they just get people in trouble there's like like you know these nihilist gen z kids they just go to like walmart and they'll just like point at somebody and be like this guy and he's not what a random person yeah that sucks dude yeah the pedophile hunting …”
“… Like, you're a pedophile, actually. You got to hit him with you wish, but he wishes. Dude, you wish I was a pedophile. Your life would be so stupid. You wish. In your dreams. Oh, man. That's a fun prank to play. Yeah, he plays a lot of pranks. They're not always fun. hitting the if you have the video the best one is a video like you know you have guys the cameras you surround someone in a walmart and go like oh you're here to fuck it that is i mean that someone's got to do that prank video that's got to be so funny they do that's not even like they don't even pose it as a prank video they just get people in trouble there's like like you know these nihilist gen z kids they just go to like walmart and they'll just like point at somebody and be like this guy and he's not what a random person yeah that sucks dude yeah the pedophile hunting is crazy part of me like i hate to be that guy i'm like you just you want to beat up an autistic guy that's all this is sometimes it is sometimes i am like i'm uncomfortable with how i feel like weirdly a little more empathy for the pedophile than the hunters i'm like let's stop pouring uh tabasco in his eye and obviously like kill that guy sure …”
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In a wild discussion, the hosts hilariously contemplate the absurdity of pedophile hunting pranks, comparing it to celebrity antics and the ridiculousness of getting beat up by a pedophile. The segment takes a darkly comedic turn as they joke about the idea of a boxing ring for catching pedophiles, leading to laugh-out-loud moments about societal perceptions and the irony of such situations.
“Mando at Walmarts Target and other retailers across the country or you can go to shopmando and use the code ROGAN for 20 off your first order Yeah counterintelligence Yeah I mean it seems like that So you know the MJ documents Yes There one of them that is this incredible document I mean, just if it's a forgery. Most people, I think, think it's a forgery or it's a hoax or whatever. It's so well done. It's the manual on extraterrestrial crash retrieval with …”
“Mando at Walmarts Target and other retailers across the country or you can go to shopmando and use the code ROGAN for 20 off your first order Yeah counterintelligence Yeah I mean it seems like that So you know the MJ documents Yes There one of them that is this incredible document I mean, just if it's a forgery. Most people, I think, think it's a forgery or it's a hoax or whatever. It's so well done. It's the manual on extraterrestrial crash retrieval with different morphologies. Have you ever seen this? No. Have you ever seen it? It's an amazing document. Like I spent – I went down like a long rabbit hole. look i would say most ufologists think it's fake so it's not even me i what's incredible about they show like you know like the old books and from the library they'd show who checked it out they had …”
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In this wild segment, the hosts dive into the bizarre world of UFOs and crop circles, questioning if the government is behind the madness. The funniest moment comes when they ponder why the government would choose to make someone go crazy over UFOs instead of just keeping things secret—it's a hilarious take on conspiracy theories that leaves you laughing and intrigued.
“… you're talking about this super agile approach. Even in our last episode, you were talking about nano agents, even for things that kind of seem at Walmart scale. How do these approaches differ from kind of the single monolithic system? I think a lot of executives have gotten used to since the dawn of generative AI of, oh, oh, this will be one-stop shop kind of for all our problems. That seems to be a myth that's disappearing now. But how has Walmart gone about really dismantling that myth?”
“… and so what i've been focused on is how do we iterate more quickly and that's Again, going back to the first conversation about going from calendar to stopwatch. And, you know, I think we've made a lot of progress there. Absolutely. And just for you, you're talking about this super agile approach. Even in our last episode, you were talking about nano agents, even for things that kind of seem at Walmart scale. How do these approaches differ from kind of the single monolithic system? I think a lot of executives have gotten used to since the dawn of generative AI of, oh, oh, this will be one-stop shop kind of for all our problems. That seems to be a myth that's disappearing now. But how has Walmart gone about really dismantling that myth?”
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Walmart is shifting from traditional quarterly roadmaps to a 'super agile' approach, enabling daily iterations in AI development. This transformation emphasizes rapid prototyping and flexibility, moving away from the outdated monolithic systems that once dominated the industry. David Glick explains how this evolution allows teams to prioritize speed without sacrificing stakeholder communication.
“… Okay. You have something? No, you have to do it. No. Oh, okay. Think of something. Um, okay. I have it. Is it man-made? Yes. Would it be sold at Walmart Yes Is it smaller than a microwave Yes Is it for personal hygiene No Do you plug it in No Okay It smaller than a microwave You don plug it in They sell it at Walmart Is this where you give up? We're getting close to where I would give up. Okay. Rob, do you have any questions? Is it food related? No. No. Okay. So we're not eating it. It's smaller than a microwave. Is it bigger than an iPhone? No. Wow. Okay, great. We just really got. So it's …”
“… in that case because it is the human—like, is human thought man-made or nature-made? Yeah. And it's both. Or neither. Or I'll play with Delta. Stay tuned for more Armchair Expert, if you dare. Let's play. Play. 32 questions. Why don't you want to play? Okay. You have something? No, you have to do it. No. Oh, okay. Think of something. Um, okay. I have it. Is it man-made? Yes. Would it be sold at Walmart Yes Is it smaller than a microwave Yes Is it for personal hygiene No Do you plug it in No Okay It smaller than a microwave You don plug it in They sell it at Walmart Is this where you give up? We're getting close to where I would give up. Okay. Rob, do you have any questions? Is it food related? No. No. Okay. So we're not eating it. It's smaller than a microwave. Is it bigger than an iPhone? No. Wow. Okay, great. We just really got. So it's kind of microscopic. But they sell it. They sell it. It's smaller than an iPhone. It's not personal hygiene and it's not electric. Is it a pen? No. Is it home improvement related? No. Would it be in your living room? I would say no. like would it be would it be in your kitchen um not traditionally would it be in your bathroom no would it be in your …”
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In a hilarious game of 32 questions, a child stumps the adults with the riddle of an eyelash, leading to a chaotic debate about what is considered man-made versus natural. The confusion escalates as they try to figure out what can be neither, showcasing the absurdity of children's logic and the frustration of adult reasoning.
“… those store shelves. They are, we're told, the next big thing in retail. But in keeping with the truism that nothing is a done deal in retail until Walmart says it is, the news the other day that that company is going to roll out electronic price labels in all of its U.S. locations within the next year has put them on the fast track. Marketplace's Kristen Schwab has more on that one. The average Walmart supercenter is nearly 180,000 square feet, bigger than three football fields, and it carries something like 120,000 items, each with its own price. Joe Feldman is a retail analyst at Telsey …”
“that there are electronic price labels on some of those store shelves. They are, we're told, the next big thing in retail. But in keeping with the truism that nothing is a done deal in retail until Walmart says it is, the news the other day that that company is going to roll out electronic price labels in all of its U.S. locations within the next year has put them on the fast track. Marketplace's Kristen Schwab has more on that one. The average Walmart supercenter is nearly 180,000 square feet, bigger than three football fields, and it carries something like 120,000 items, each with its own price. Joe Feldman is a retail analyst at Telsey Advisory Group. Think about the amount of labor hours it takes to go and change the labels with stickers. Electronic price labels replace manual labor with the click of a button. And Feldman says there are other time-saving advantages. Workers can use an app to identify shelves that need attention. It could, you know, light up in a different color and or …”
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Walmart is set to revolutionize retail by rolling out electronic price labels in all U.S. locations within a year, making price changes as easy as a click. This shift will not only save labor hours but also allow for real-time price adjustments, potentially impacting consumer behavior. However, experts warn that careful consumer education is crucial for successful implementation.
“… other crazy thing that's happening here is all of this is happening through the Zipline app. And so we've now added all these amazing partners like Walmart and Chipotle and Buffalo Wild Wings. We just launched Blaze Pizza. We're launching, you know, just last week, we launched Quick Trip and Hawaiian Brothers. A bunch of amazing new brands. HEB is launching in the next couple weeks. And all of this is happening through the Zipline app. So you basically download the app, and the first thing you do is you'll type in your address. When you type in your address, we will immediately show you a …”
“… Zipline customers. It's like 50% market penetration. Yeah, and what's the requirement to be a Zipline home? Like, how big does my yard need to be, et cetera? So let's actually show the third video. It's a perfect transition. So just to give you the other crazy thing that's happening here is all of this is happening through the Zipline app. And so we've now added all these amazing partners like Walmart and Chipotle and Buffalo Wild Wings. We just launched Blaze Pizza. We're launching, you know, just last week, we launched Quick Trip and Hawaiian Brothers. A bunch of amazing new brands. HEB is launching in the next couple weeks. And all of this is happening through the Zipline app. So you basically download the app, and the first thing you do is you'll type in your address. When you type in your address, we will immediately show you a satellite image of your home, and then you get to select wherever you want us to deliver. So it feels pretty wild. It's pretty magical. It also means we can deliver to your backyard, we can deliver to way more secure locations. You don't have to get changed out of your pajamas to meet some random human at your front door So here the customer is basically …”
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Imagine ordering from Walmart or Chipotle and having it delivered straight to your backyard without changing out of your pajamas. Zipline's app allows customers to choose delivery locations, ensuring convenience and privacy while offering thousands of products from major brands. With over 50% market penetration in some Dallas areas, this technology is revolutionizing how we think about delivery services.
“… Leaving shipments at customs means huge warehousing fees. So when you desperate and customs has your product at the dock and you got to deliver to Walmart Target or whatever and you have to clear that out or else they going to send it to the same warehouse where Indiana Jones artifacts were stored And then you're screwed because if you don't deliver to these retailers, they drop your product. So you got to pay it. So where do you get the money from? You get it from the mob. And that's the MCA. MCA, Merchant Cash Advance, which apparently to Josh feels like borrowing from a loan shark. And to be …”
“… than they actually cost. Yeah, so just to underline this, his tariffs cost more than his product. And that's a single small shipment. He tried to avoid tariffs by biding time, but holding shipments in China means failing contracts with big stores. Leaving shipments at customs means huge warehousing fees. So when you desperate and customs has your product at the dock and you got to deliver to Walmart Target or whatever and you have to clear that out or else they going to send it to the same warehouse where Indiana Jones artifacts were stored And then you're screwed because if you don't deliver to these retailers, they drop your product. So you got to pay it. So where do you get the money from? You get it from the mob. And that's the MCA. MCA, Merchant Cash Advance, which apparently to Josh feels like borrowing from a loan shark. And to be clear, the industry is pretty chaotic. So yes, a predatory lender might offer MCAs, or it could be a fund on Wall Street. It could be some guy, or it could be a lender suggested by Amazon. And here's the big thing about merchant cash advances. They are technically not loans. Right. When an MCA lender gives you a huge chunk of cash in a matter of …”
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After taking out $950,000 in Merchant Cash Advances, Josh found himself buried under a staggering $1.2 million debt. With predatory lenders pursuing him like zombies, he sought refuge from the U.S. Small Business Administration, only to be turned away. Ultimately, a nonprofit stepped in to help him turn his crippling debt into a manageable traditional loan.
“… going to fund your college. I like to encourage families do you know what's a guaranteed return on your investment having that kid go to work at Walmart Target Chick-fil-A Starbucks I bear guarantee you your high schooler could make a thousand dollars a month and do that every single month consistently for ten months and that's gonna be a more guaranteed return than spending five or six hours a week applying to scholarships that are almost like a lottery and you never know what you going to get So I encourage you to apply if there definitely especially a scholarship that matches, like if your …”
“… you get to student loans. You could also apply to private scholarships, right? But I want to remind families that private scholarships typically are $1,000, $2,000. They're not typically renewable. It's like a one-time thing. They're not necessarily going to fund your college. I like to encourage families do you know what's a guaranteed return on your investment having that kid go to work at Walmart Target Chick-fil-A Starbucks I bear guarantee you your high schooler could make a thousand dollars a month and do that every single month consistently for ten months and that's gonna be a more guaranteed return than spending five or six hours a week applying to scholarships that are almost like a lottery and you never know what you going to get So I encourage you to apply if there definitely especially a scholarship that matches, like if your kid is doing golf or your kid, you know, you're the child of a union employee and like the union's offering it in your area. Like if it's a very niche scholarship that you know, you're going to have a really, really good chance for, apply for it. but I would rather see your kid go work, save, and put a bunch of money into a savings account that they …”
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Instead of relying solely on scholarships, students might find that working part-time offers a more guaranteed return on investment for college funding. With 4,000 colleges in the U.S. and an average tuition of $10,000, families can explore cost-effective options like finishing college in three years through advanced placements and dual enrollment. This strategy not only saves money but can also significantly reduce the overall college experience cost.
“… that move or like some crap like that. Like, that's always a wild card out there. But like, you know, going down, like, I think the M1 MacBook Air Walmart has probably been really successful Apple, which sort of verified their like desire to do this. Like, OK, we can actually sell this. Let's do it. Let's as you said, Marco, let's own it. And they are. and I think this will be, I think this will sell incredibly well. And people are asking, like, who is this?”
“… their needs change or their budgets change So I think this is going to be an extremely successful product, assuming there are no, you know, no gates, I guess, like trackpad gate where all the trackpads break because Apple's not used to making ones that move or like some crap like that. Like, that's always a wild card out there. But like, you know, going down, like, I think the M1 MacBook Air Walmart has probably been really successful Apple, which sort of verified their like desire to do this. Like, OK, we can actually sell this. Let's do it. Let's as you said, Marco, let's own it. And they are. and I think this will be, I think this will sell incredibly well. And people are asking, like, who is this?”
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The Neo laptop will attract users who prioritize compactness and affordability over high-end specs. This product is perfect for those who want a fun, small device that fits easily into a backpack without breaking the bank. As younger users grow accustomed to the Neo's simplicity, they may eventually seek out higher-end models, but for now, it meets their needs perfectly.
“… by cheap online alternatives. Some of this happened. Amazon Basics is popular. T-Move flooded America. Shopping malls are struggling. But Walmart's a trillion dollar company. Nike's worth $90 billion. And Rick Caruso has seemed to sort of figure out a way to make malls work in LA, at least. There were also a ton of other crazy dot com proclamations. Revenue doesn't matter. Only eyeballs matter. All media will permanently be free because file sharing and products like Napster simply cannot be stopped. And so every piece of media will be free forever. That obviously didn't happen. And …”
“… a single retail store anywhere in America. This was the prediction. This was the prediction. This was the prediction. Directionally accurate. Directionally accurate, for sure, for sure. So shopping malls would become obsolete. All brands would be commoditized by cheap online alternatives. Some of this happened. Amazon Basics is popular. T-Move flooded America. Shopping malls are struggling. But Walmart's a trillion dollar company. Nike's worth $90 billion. And Rick Caruso has seemed to sort of figure out a way to make malls work in LA, at least. There were also a ton of other crazy dot com proclamations. Revenue doesn't matter. Only eyeballs matter. All media will permanently be free because file sharing and products like Napster simply cannot be stopped. And so every piece of media will be free forever. That obviously didn't happen. And offices will disappear entirely. Digital currencies will replace fiat money. At its core, the most extreme claim was the internet was a civilizational phase change equivalent to the printing press or electricity. And most importantly, this transformation would happen in five years, not 50 years. And so time compression was the biggest forecasting error …”
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The average American feels like we're in a 'Terminator Judgment Day' scenario due to AI's rapid rise, but history teaches us that tech predictions can often miss the mark. Looking back at the dot-com bubble, many believed the internet would eliminate the business cycle and retail as we know it in mere years, yet reality was much more complex. As we face the AI revolution, it's crucial to anticipate and mitigate potential negative impacts before they escalate into real problems for everyday people.
“… about losing his job because he holds voting power. Zuckerberg told the courtroom he is, quote, very bad at media, end quote. Amazon has dethroned Walmart as the world's largest company in terms of revenue, reporting $717 billion worth of revenue in 2025 compared to Walmart's $713.2 billion for the 12 months to January 31st. Quoting Bloomberg, Amazon has officially dethroned Walmart as the biggest global company by revenue, a milestone attesting to the massive scale the e-commerce and cloud computing giant has achieved since its humble beginnings in 1994 as an online bookseller in Jeff Bezos' …”
“If the board wants to fire me, I could elect a new board and reinstate myself, he said, in response to remarks he previously made on Joe Rogan's podcast. During his interview with the podcaster last year, Zuckerberg had said he wasn't worried about losing his job because he holds voting power. Zuckerberg told the courtroom he is, quote, very bad at media, end quote. Amazon has dethroned Walmart as the world's largest company in terms of revenue, reporting $717 billion worth of revenue in 2025 compared to Walmart's $713.2 billion for the 12 months to January 31st. Quoting Bloomberg, Amazon has officially dethroned Walmart as the biggest global company by revenue, a milestone attesting to the massive scale the e-commerce and cloud computing giant has achieved since its humble beginnings in 1994 as an online bookseller in Jeff Bezos' Seattle-area garage. Walmart, which had been the largest company by revenue for more than a decade, on Thursday reported sales of $713.2 billion for the 12 months ending January 31st. Amazon, which operates on a fiscal year ending in December, earlier this month reported 2025 sales of $717 billion. Bezos carefully studied Walmart founder Sam Waltman, …”
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The podcast segment highlights Amazon's strategic growth and dominance, particularly in cloud computing, which has been a key driver of its revenue surpassing Walmart's, emphasizing the shift in consumer behavior towards e-commerce.
“… story, too, about the stars not just coming out in highly visible ways. I'll never forget a tough day as commissioner early in my tenure. The Walmart championship, it was like historic torrential rains. You remember this week? We had to call it after two of three rounds. It's a unique tournament with only three competition rounds. And Walmart was so upset, but they went above and beyond to do more than they had to do. And they paid a larger purse than they were obligated to pay because they wanted to show the players how appreciative they are of the players' efforts. I'm at my kid's baseball …”
“… a Wednesday night right before the tournament, but you look around like, ah, Lexi's here tonight. You know, there's Michelle back in the day. There's Michelle. We and like it. Totally. The stars come out to support the sponsors. And I'll tell you another story, too, about the stars not just coming out in highly visible ways. I'll never forget a tough day as commissioner early in my tenure. The Walmart championship, it was like historic torrential rains. You remember this week? We had to call it after two of three rounds. It's a unique tournament with only three competition rounds. And Walmart was so upset, but they went above and beyond to do more than they had to do. And they paid a larger purse than they were obligated to pay because they wanted to show the players how appreciative they are of the players' efforts. I'm at my kid's baseball game on a Sunday and the phone rings and it's Lexi Thompson. And she's like, Craig, what can I do to go say thank you? And sure enough, I said, Lexi, senior leadership from Walmart, they're at the course right now. if you could just stop by, give him a hug and a high five to say thank you, it would go a long way. Lexi says, I'm in the gym right …”
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After a challenging tournament impacted by torrential rain, Walmart went above and beyond to support LPGA players, raising their purse significantly. In a heartfelt gesture, star golfer Lexi Thompson took time out of her routine to express gratitude to Walmart's senior leadership, showcasing the strong player-sponsor relationship in women's golf. This moment illustrates the dedication and appreciation players have for their sponsors, even off the course.
“… to speak, at prices down low. Where I think that the place where if they going into that space they need to understand that their competitors like Walmart don even have to really do anything because that what they already known for and what they been doing all along So these like $3,000, it feels a little bit like they're trying to not pull a fast one on us, but go into this space when who are you really going to be target? Like that's what I'd like to know. Like, who are you going to be when you, you know, when it all comes down to it? You know, because Walmart really has always been doing that. …”
“… effective, to be honest. And with their partnerships with like Joanna Gaines and all the designers that are doing like these pop-ups for fashion and things like that, they really weren't focused on, like I would say, like keeping it cost efficient, so to speak, at prices down low. Where I think that the place where if they going into that space they need to understand that their competitors like Walmart don even have to really do anything because that what they already known for and what they been doing all along So these like $3,000, it feels a little bit like they're trying to not pull a fast one on us, but go into this space when who are you really going to be target? Like that's what I'd like to know. Like, who are you going to be when you, you know, when it all comes down to it? You know, because Walmart really has always been doing that. They're constantly doing this rollback campaign and you see the prices going back and forth. They do basket price studies across for consumers. And I know a lot of consumers look at that and they'll say similar, you know, all these same brand type items across the United States. What does a basket cost at Walmart? What does it cost at Publix? What …”
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Target's recent price cuts on 3,000 items may not be enough to win back shoppers, especially as Walmart remains the go-to for budget-conscious consumers. While Target aims to shift its image to appeal to value-seeking customers, it risks losing its unique brand identity that once set it apart. The challenge lies in whether these price reductions can truly redefine Target's market position against established competitors like Walmart.
“… probably the most valuable thing you can do. For example, we've written quite a bit about this to like our higher paid tier service stuff. Like Walmart defecting to agentic commerce makes a lot of sense, right? Because they're not Amazon. Everyone that isn't number one should be defecting to win market share. And that makes a lot of sense to me. So like it wouldn't be DoorDash. DoorDash would probably put up the, you know, put up the walls, do their best to like have exclusive products. And then someone else will vibe code something on the margin and essentially try to win market share by. But …”
“… these network businesses that are just effectively being like, yeah, in fact, it's going to be nuked. I think the hard part about that is it's it's like it's complicated. I think there's a lot of advantage for number two to defect really quickly. That's probably the most valuable thing you can do. For example, we've written quite a bit about this to like our higher paid tier service stuff. Like Walmart defecting to agentic commerce makes a lot of sense, right? Because they're not Amazon. Everyone that isn't number one should be defecting to win market share. And that makes a lot of sense to me. So like it wouldn't be DoorDash. DoorDash would probably put up the, you know, put up the walls, do their best to like have exclusive products. And then someone else will vibe code something on the margin and essentially try to win market share by. But at the same at the same time, Dara was on the show and his stance was, yeah, I don't really care as much about my ads business, about making sure that I'm just everywhere. And so he was seemingly pro agent, even though the ads business is real. How have you been processing agentic commerce? Like it feels like this should like the tech is there and …”
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Agentic commerce is poised to disrupt the e-commerce landscape, especially in China, where early adoption could mirror the mobile payment boom. With major companies like Tencent incentivizing consumer engagement, the stage is set for a significant shift in how we shop online. This could redefine market dynamics, challenging established players like Amazon and reshaping consumer behavior globally.
“… spend $200? But there are people that are just barely able to get at that $900. They're just barely able to get the $800 one that's available at Walmart. Well, look at those M1 Airs that Walmart sold. Exactly. Yes. They went great. They did. And I would go once further. I was disappointed to see the $1099 price point, even though I'm glad that they raised the base storage. But what I'm hopeful about, and we'll have to wait to see, if the margins are similar to what they were, I guess, on previous models, almost immediately you had Best Buy. You had Amazon. You had other retailers selling them …”
“… $799 or $899. So now there's some elasticity in the base level of the MacBook Air. So it's still going to be great. Again, cheaper is always better. It's easy for any of us to poo-poo, oh, God, but it's only like $150, $200 less. Why wouldn't you just spend $200? But there are people that are just barely able to get at that $900. They're just barely able to get the $800 one that's available at Walmart. Well, look at those M1 Airs that Walmart sold. Exactly. Yes. They went great. They did. And I would go once further. I was disappointed to see the $1099 price point, even though I'm glad that they raised the base storage. But what I'm hopeful about, and we'll have to wait to see, if the margins are similar to what they were, I guess, on previous models, almost immediately you had Best Buy. You had Amazon. You had other retailers selling them far below the retail price. and far even below like the education price. And granted, that doesn't help businesses who have to like maybe buy in bulk. But, you know, for consumers, that I think changes things. And that's a thing that I think Apple hasn't quite wanted to address necessarily directly is the fact that like their MSRP, at least on the …”
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Ridealong summary
Apple's next product, the MacBook Neo, has seemingly leaked ahead of its official release. A regulatory document revealed the product name, hinting at Apple’s struggle to keep new innovations under wraps while maintaining excitement for their devices. With entry-level pricing impacting consumer access, the anticipation builds around how this new model will reshape the market.
“… prices because they sacrificed market share and traffic to lower values. And Tom is right. This is not a good sign. The joke we always had, when Walmart is doing really well, you know the economy is bad. Because that means that people who shouldn't be shopping at Walmart, who don't really want to be shopping at Walmart, are shopping at Walmart. In fact, that's what Walmart has said over the last year or so. They have grown really well with people who make $100,000 and more, people who would rather shop at places like Target and boutique shops. So, yeah, McDonald's, who else is it? PepsiCo …”
“… or they were expecting that consumers would pay the higher prices and eventually come back, which they never did. So in many ways what McDonald's is doing, and across the restaurant business too, is admitting that they were wrong in pursuing higher prices because they sacrificed market share and traffic to lower values. And Tom is right. This is not a good sign. The joke we always had, when Walmart is doing really well, you know the economy is bad. Because that means that people who shouldn't be shopping at Walmart, who don't really want to be shopping at Walmart, are shopping at Walmart. In fact, that's what Walmart has said over the last year or so. They have grown really well with people who make $100,000 and more, people who would rather shop at places like Target and boutique shops. So, yeah, McDonald's, who else is it? PepsiCo recently said they're cutting prices the same exact thing for years. They were raising prices on Doritos and Mountain Dew and Gatorade and sacrificing volume in the process, thinking that the economy was going to pick up at some point, therefore would justify the strategy that never did. So what we're seeing is these companies, especially consumer …”
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Ridealong summary
McDonald's stubbornly raised prices for years, expecting consumers to return, but they didn't. This miscalculation has led to a significant loss in market share, prompting a shift back to affordability across the fast food industry. The trend reflects broader economic challenges, as even higher-income shoppers are now turning to budget retailers like Walmart.
“… luke agnier writes i'm so sorry pierre luke uh the uh and there were others that said the same thing but here we are uh the m1 macbook air deal at walmart has always been u.s only even in Canada, where we have Walmart, we never got that deal. So it's huge that the Neo is hitting worldwide. That's a really good point that because we're Americans and tend to think only about America, I don't think any of the three of us considered. Yeah, the rest of the world is real excited about the Neo because we were comparing it to the M1 MacBook Air Walmart 650, which is”
“… do decide to do colors make it as bold and as red or as green or as yellow as you want on the outside and then when you open it up have it be a more muted color so it's not screaming in our face that's my idea yeah i appreciate it all right pierre luke agnier writes i'm so sorry pierre luke uh the uh and there were others that said the same thing but here we are uh the m1 macbook air deal at walmart has always been u.s only even in Canada, where we have Walmart, we never got that deal. So it's huge that the Neo is hitting worldwide. That's a really good point that because we're Americans and tend to think only about America, I don't think any of the three of us considered. Yeah, the rest of the world is real excited about the Neo because we were comparing it to the M1 MacBook Air Walmart 650, which is”
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Ridealong summary
Many people confuse the Mac Pro with the MacBook Pro, leading to significant misinterpretations online. This confusion stems from the Mac Pro's lack of visibility in stores and the similar naming conventions, causing even tech-savvy individuals to mistake one for the other. The discussion highlights the need for clearer communication about Apple's product lineup to avoid future mix-ups.
“… You ain't your brother. You're literally a moron. You don't know what you're doing. Stop. I could be. No. What did you want me to pull up? Just Walmart. Just open your damn phone. Open it! It was open! Open it again! Started with $14 in a checking account. Got bullshit. McDonald's. Twitch! You're paying for- Twitch! Yeah, that's a tax write-off. Fuck you. Tax write-off. You don't make money to pay taxes. So I shouldn't have to pay my taxes. Oh my goodness. You'll have to- You have to file. You have to file. But if I don't- If I'm not making it up to- You have to file! Cool. Formerly Open …”
“… You're fucking Apple bill. I work all day. Pull up your Apple. Trading view. She's doing it. Oh, she's doing it. You're trying. Are you paper trading right now or real money trading? I was paper trading. I have $20 real on there. No. Please, you can't. You ain't your brother. You're literally a moron. You don't know what you're doing. Stop. I could be. No. What did you want me to pull up? Just Walmart. Just open your damn phone. Open it! It was open! Open it again! Started with $14 in a checking account. Got bullshit. McDonald's. Twitch! You're paying for- Twitch! Yeah, that's a tax write-off. Fuck you. Tax write-off. You don't make money to pay taxes. So I shouldn't have to pay my taxes. Oh my goodness. You'll have to- You have to file. You have to file. But if I don't- If I'm not making it up to- You have to file! Cool. Formerly Open Phone. Oh, that was before I got the second phone, and I was like, I'm going to have a business number. She has three Twitch subscriptions currently. Video AI. Is that in Video AI? Video AI? I don't know what that is. Woof's Puppy and Dog Training. Yes, I have a Doberman. Oh, f***. No, you can't afford that. Starbucks, vape zone, vape zone. Yeah, look …”
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Are you really okay with paying for someone else's parking? In a heated debate, two friends confront the absurdity of subsidizing vehicle storage and the financial choices that lead to unnecessary expenses. This exchange reveals not only the frustrations of budgeting but also the choices we make that impact our wallets daily.
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