Jason Droege

8 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 9, 2025 by Jason Droege · across every show →

On the record as a speaker too: Jason Droege's record, appearances and statements → this page counts the times other people say the name.

Everything said about Jason Droege, oldest first

Oct 9, 2025 neutral
Disclosure
Jason Droege rejected a McDonald's delivery partnership for months
“And so McDonald's actually approached us and they said, Hey, we'd love to do food delivery with you. And I'm, and I said, no. And they're like, hold on a second. Like we have like eighty million consumers a day. Like you don't, we don't want to do this togethe…”
Jason Droege Oct 9, 2025 ▶ 58:17 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025
Insight
Incremental restaurant food delivery generates 70% to 80% gross margins
“If you were to take a restaurant location and triple demand based on the same labor, the same ingredients excuse me, the same labor, but you're just scaling ingredients. You've got a 70 to 80% incremental gross margin product.”
Jason Droege Oct 9, 2025 ▶ 46:11 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025 bullish
Assertion Supported
Uber Eats hit $20 billion in gross bookings within 4.5 years
“Well, we launched it in December of 2015 in Toronto, and within, like, two hours, we had done, like, 20,000 dollars for the sales. It was crazy how quickly we saw that, that it was the right idea and the unit economy for good. And then four and a half years la…”
Jason Droege Oct 9, 2025 ▶ 56:03 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025
Disclosure
Uber Eats launched with 30% take rates before settling at 25%
“And so we came in and we said, we're going to charge you 30% of the bill. And they were like, oh my God, is this Groupon all over again? This is way too high. Oh my gosh. And we explained the economics to them. And they were like, okay, we'll give it a try, bu…”
Jason Droege Oct 9, 2025 ▶ 45:41 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025
Insight
Mission-critical enterprise accuracy remains extremely difficult for multi-agent systems
“The reality is, is that it's very hard to get mission critical use cases in agentic systems where agents are talking to agents to a level of accuracy that is necessary to accomplish a goal.”
Jason Droege Oct 9, 2025 ▶ 27:38 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025
Insight
Off-the-shelf RAG limitations force enterprises to do internal data labeling
“We're starting to see the labeling move into enterprises and into governments because you can only get so far with off the shelf plus rag, plus some fine tuning based on recorded data.”
Jason Droege Oct 9, 2025 ▶ 25:55 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025
Disclosure
Scale AI sells model data and custom enterprise applications
“So we have two sides of our business. One, we supply data to model builders. We sell the data. And then the other is, is we actually do solutions. We do, we sell applications and services to healthcare systems, insurance systems, et cetera.”
Jason Droege Oct 9, 2025 ▶ 23:37 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025
Assertion Not checkable as stated
Uber Eats kept mostly the same management team from $0 to $20B
“That management team for the most part, outside of some of the operations side, but like for the most part, that management team was the same management team from day one, when we had nothing to twenty billion dollars.”
Jason Droege Oct 9, 2025 ▶ 1:11:12 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
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