Compound Interest from Semafor Business

Wonder’s Marc Lore on vibe-coding restaurants, drone delivery, and his third act as the IPO guy

May 5, 2026·44 min
Episode Description from the Publisher

Marc Lore built Diapers.com, sold it to Amazon. Built Jet.com, sold it to Walmart. Now he’s trying something different: taking Wonder — his vertically integrated food-delivery startup — all the way to a public offering. Semafor Deputy Editor-in-Chief Shelly Banjo joins Liz to dig into how he’s betting that robots, influencers, and AI-directed meal plans can finally crack the code on profitable food delivery, what e-commerce taught him about attacking fat margins with automation, and why he’s also quietly searching for desert land to build a city from scratch. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter. Image: Reuters/Mike Blake

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