Walmart is in a mature low-margin business. Their global expansion has stalled, and in the US competition is increasing

There are also many positive things about them. They are huge, and innovating. But their growth potential is somewhat limited

I think it's crazy that Walmart is worth 1T. It's grocery chain operating in limited number of contries. Shouldn't be worth much more than for example, Carrefour.

Not that crazy, software sales are global from day 1.

I know quite a few paying Anthropic customers here (Norway). Not a single customer of Walmart.