He Sold to Amazon for $500M and Walmart for $3B, Now They’re Tackling Food

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