He Sold to Amazon for $500M and Walmart for $3B, Now They're Tackling Food
The Tony Robbins Channel
Tony Robbins
4.3 • 6.9K Ratings
🗓️ 23 January 2026
⏱️ 67 minutes
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Summary
In this episode of The Holy Grail of Investing Podcast, Christopher Zook and CAZ Partner, Mark Wade, sit down with serial entrepreneur Marc Lore and NEA Co-CEO Tony Florence for a dynamic conversation about reinventing one of the largest industries in the world: food.
Together, they explore how Wonder—the vertically integrated food-tech company Marc built after Diapers.com and Jet.com—is transforming the way we cook, eat, and experience convenience. From engineering a kitchen that can run 30 restaurants at once to inventing new cooking processes and delivery models, Wonder represents a complete rethinking of what's possible when technology meets daily life.
Marc shares his VCP framework—Vision, Capital, People—and why great founders must constantly challenge the status quo. Tony Florence offers the investor's perspective: what makes elite entrepreneurs different, how NEA evaluates massive markets, and why periods of disruption often create the best opportunities.
This conversation highlights the breakthroughs that occur when innovation, execution, and long-term thinking collide.
Learn more at https://TheHolyGrailofInvesting.com and https://CAZInvestments.com
Transcript
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| 0:00.0 | Hi, it's Tony Robbins. Welcome to the Holy Grail of Investing podcast. |
| 0:05.3 | Burgers and barbecue, Thai, Mexican, Italian, Middle Eastern. Every cuisine, high-quality food, |
| 0:10.7 | all in a single delivery. I'm getting hungry as a result of this conversation. You're going to |
| 0:14.8 | hear from two incredible minds. People I consider friends. Tony Florence, the co-CEO of Venture Giant |
| 0:19.6 | N.EA. and serial entrepreneur Mark Lurie. |
| 0:22.0 | How did you have the vision for this business? No gas, no flames. We can cook a steak in six |
| 0:27.5 | minutes to perfect temperature. Three people can manage 30 restaurants. The big brands and food are |
| 0:32.5 | wed to certain thinking, legacy technology. How big does this need to get to get the return that you're going to demand for your industry? Marking out, accomplish something that no one in the world can actually accomplish. This is everything I've been working my entire career for. How do you identify the entrepreneur who's right versus like, dude, you gotta stop bouncing around? A lot of it has to do with people overestimate the risk of change. When you say it, it sounds so easy. |
| 0:55.0 | Success after success. |
| 0:56.3 | It doesn't happen because they're just gifted people. |
| 0:58.2 | That's what I fall asleep to. |
| 0:59.4 | What do we do? |
| 1:00.0 | We're going to die. |
| 1:00.7 | What is the play here? |
| 1:06.4 | Mark is one of the most innovative business leaders of our time. |
| 1:10.0 | He started with a company called diapers.com, a company that took on the biggest players in |
| 1:14.5 | e-commerce and ended up selling it to Amazon for half a billion dollars. |
| 1:18.5 | But he didn't stop there. |
| 1:19.9 | He went on to createjet.com, one of the most explosive e-commerce brands of this decade, |
| 1:24.8 | which he sold to Walmart for over $3 billion. |
| 1:27.8 | And now he's back at it again. |
| 1:29.9 | His latest venture is wonder. |
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