May Be
192 posts


Walmart is selling you an unprofitable TV that watches everything you do and reports it back to their $6.4 billion advertising machine.
And the TV literally won't turn on until you give them permission.
This is one of the most sophisticated consumer surveillance operations in history and 150 million people walk into their stores every single week with no idea it's happening.
Here's the full story:
In December 2024, Walmart bought Vizio for $2.3 billion. Everyone assumed it was about selling more TVs.
But it had nothing to do with TVs.
Vizio's TV hardware business was actually LOSING money, posting a $6.7 million loss in its final quarter as an independent company. The advertising division made $115.8 million in profit that same quarter.
Walmart bought 19 million living rooms - not a TV company.
In March 2026, Walmart flipped the switch.
Every new Vizio TV now requires a mandatory Walmart account before you can access any smart features. No account, no streaming apps.
Without signing in, your TV is useless.
The moment you create that account, something called Automatic Content Recognition activates.
ACR runs silently in the background, taking screenshots of everything displayed on your screen and comparing them against a database to identify exactly what you're watching, second by second, across 700 TV networks and over 100 streaming apps.
It knows what you watched, when you watched it, how long you watched it, and what you did afterward.
Now here's the part that makes this genuinely unprecedented in the history of retail:
Walmart ALREADY knows what 150 million Americans buy every week.
They know your grocery habits, your clothing preferences, your pharmacy purchases, your financial behavior through Walmart Pay, and your location data from the app. But what they couldn't see was the 4 to 6 hours a day Americans spend staring at their television screens.
By connecting your Walmart account to your Vizio TV, they've closed that loop.
They can now prove that you saw a 30 second ad for gardening soil Sunday night and bought that exact brand at Walmart Monday morning. L'Oréal is already signed on as a launch partner for this kind of targeting.
The math on this is just insane:
Walmart Connect, their advertising arm, generated $6.4 billion last year with 46% year-over-year growth. Advertising runs at 70 to 90% profit margins compared to traditional retail's 3 to 4%.
Their CFO admitted that ads and membership fees already account for one-third of Walmart's total operating income. The advertising business is now more important to Walmart's bottom line than entire product categories in their stores.
And they're just getting started.
Analysts calculated that Walmart's ad revenue currently represents only 1% of total sales. Amazon's ad business runs at 8% of sales.
The gap between where Walmart is and where Amazon is represents roughly $50 billion in untapped advertising revenue. The Vizio deal is the bridge to get there.
This is WHY they're selling certain TVs at a loss.
When you break down the $2.3 billion acquisition across 19 million households, Walmart paid $121 per living room.
A lifetime of behavioral viewing data from a household that also shops at Walmart is worth infinitely more than that.
The cheap TV is a trojan horse.
Vizio has already been fined $2.2 million by the FTC for secretly collecting viewing data on 11 million TVs without consent. The Texas Attorney General sued them for "spying on Texans." Walmart bought them anyway and made the surveillance MANDATORY.
The company that built its empire promising everyday low prices is becoming the most powerful advertising platform in the world, and the TV in your living room is the entry point.
What do you think?
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@ErikVoorhees Dear every website: STOP ASKING ME TO ACCEPT COOKIES. Who thought this was a good idea?
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@greg16676935420 Will we start seeing AI Greg videos from here on out?
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@kittenaround_51 I have to respect the “don’t talk to me like I’m not a police officer” line.
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@TheRealSergioGG @rawsalerts I think it’s just a case of water bottles
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🚨#BREAKING: The official White House account shared a mysterious video with its 4.1 million followers, captioned ‘sound on,’ showing a close-up of a woman’s shoes.
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@AdameMedia I’m sure there are “concepts of a plan,” just like our health insurance.
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We spent the last 9 months raiding Home Depot parking lots instead of arresting anyone from the massive network of Iranian terrorist cells?
First Squawk@FirstSquawk
TRUMP SAYS ON IRANIAN SLEEPER CELLS: THERE COULD BE MORE THAN 1,700
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@DelphiReed @Bubblebathgirl Its unlikely any are violent criminals. An activity like this is usually reserved for non violent offenders. Second, no child would be ok with going to prison bc of a jail house dance.
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@Bubblebathgirl And the families of the victims get what?
A visit to the graves of their deceased?
Does this program disincentivize or reduce crime?
Is it possible this normalizes criminal behavior in the mind of a child?
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@gregisenberg How do kids learn math anymore now that we have calculators? There will always be new technology. They will still learn.
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@V2ComboGuy @GuntherEagleman These guys would be cancelled in today’s world.
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@Rainmaker1973 This is definitely the Extra Strength Tylenol. Regular Tylenol can’t do that.
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@OrganizerMemes Under President Obama, the cutoff age for kids to stay on their parents’ health insurance was raised from 18 to 26.
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Texas pastor @jamestalarico flips the script on anti-trans attacks: “we’re focused on the wrong 1%.”
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This is common sense legislation that both parties can get behind!
R A W S A L E R T S@rawsalerts
🚨#BREAKING: Congress has just passed the PELOSI Act legislation that would ban stock trading by members of Congress passing it out of committee in a narrow 8-7 vote.
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