Brew Markets Amazon is Going After Grocery & Inside Corporate Venture with Sally Shin
Oct 2, 2025
Sally Shin, a venture partner at Comcast Ventures with expertise in media and AI, shares her insights on corporate venture investing. They dive into Amazon's aggressive strategy to take on Walmart in the grocery sector, discussing the implications for both companies. Sally also addresses the evolving landscape of media, explaining how legacy outlets must adapt to survive. Plus, they explore the value of corporate venture capital for startups and the importance of niche audiences in a competitive market.
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Amazon's Full-Court Grocery Push
- Amazon has unified years of grocery initiatives into a single aggressive strategy targeting same-day delivery and low-cost private-label items.
- This move directly challenges Walmart's dominance in the $850B US grocery market and pressures Walmart's grocery-driven foot traffic flywheel.
Public Companies Hide Billions In Venture
- Large public companies often run corporate venture arms to access startups relevant to future business areas.
- Comcast, NVIDIA, Salesforce and others use these VC arms to scout tech, partnerships, and strategic capabilities beyond classic R&D.
Comcast Ventures' Strategic Deals Example
- Sally Shin describes Comcast Ventures investing in Creatify and Moon Valley to accelerate video-generation deals with Universal Ads and studios.
- She explains programs like Lift Labs that speed POCs and partnerships inside Comcast NBCUniversal.