Scale AI

12 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement Oct 9, 2025 by Jason Droege · said 35 times in 22 episodes since 2022 · across every show →

Mentions by year

brought up most by Lenny Rachitsky (26), Matt Mochary (4), Brendan Foody (2), Scott Wu (1), Sander Schulhoff (1), Nabeel S. Qureshi (1)

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2025 18 mentions in 8 episodes 2 per episode
2024 5 mentions in 5 episodes 1 per episode
2023 8 mentions in 8 episodes 1 per episode
2022 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Scale AI, oldest first

Oct 9, 2025 bullish
Assertion Not checkable as stated
Scale AI has two business units each generating hundreds of millions
“Each of those businesses has each of them has hundreds of millions of revenue. So we kind of have two unicorns inside the company today that sustains.”
Jason Droege Oct 9, 2025 ▶ 11:57 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025 neutral
Assertion Not checkable as stated
Automating important enterprise workflows with AI takes six to twelve months
“If you have engineers who've worked with models before and they put in the time and I'm talking about like months, not like minutes, like you see on these videos to actually get legal approval, policy approval, regulatory approval change management, like an ac…”
Jason Droege Oct 9, 2025 ▶ 39:31 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025 positive
Disclosure
Scale AI has built RL environments for AI agents for over a year
“There's these things called RL environments that effectively are sandboxes for AI agents to play in to accomplish a goal so that they can learn how to accomplish that goal. We've been doing this for over a year.”
Jason Droege Oct 9, 2025 ▶ 19:20 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025 neutral
Disclosure
Scale AI provides data labeling services for the Department of Defense
“We have a relationship with the department of defense where we do labeling for them.”
Jason Droege Oct 9, 2025 ▶ 14:11 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025 neutral
Disclosure
Scale AI's enterprise and government work primarily consists of model evaluations
“A lot of it's evals and within enterprise customers and government customers, it's mostly evals because somebody has got to establish the benchmark for like what good looks like.”
Jason Droege Oct 9, 2025 ▶ 31:40 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 positive
Assertion Not checkable as stated
80% of Scale AI's expert labelers hold degrees; 15% have PhDs
“80% of the people that we have in our expert network have a bachelor's degree or grader, which is very contrary to some of the positioning that's out there and some of the understanding of this industry. About 15% have a PhD that's grader.”
Jason Droege Oct 9, 2025 ▶ 16:01 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 9, 2025 neutral
Insight
Moving AI from 70% POC to production is like adding uptime nines
“Basically what happens is the POCs Get to, like, 60 or 70% of the way there, and the human mind goes, oh, the rest is no big deal. But it's kind of like uptime in data centers where, like, every nine is, like, you know, an order of magnitude investment, you kn…”
Jason Droege Oct 9, 2025 ▶ 38:27 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 positive
Assertion Supported
Meta paid $14B for a 49% non-voting stake in Scale AI
“The transaction was Meta invested a little bit over fourteen billion dollars to get 49% of the company non-voting stock. Didn't take a new board seat.”
Jason Droege Oct 9, 2025 ▶ 10:58 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
Only 15 Scale AI employees moved to Meta in the $14B deal
“Only about 15 people went over in the transaction. So scale has about 1100 employees or so now, and we have two major businesses.”
Jason Droege Oct 9, 2025 ▶ 11:49 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
Scale AI signed two $100 million government contracts in a single month
“100, yeah. We didn't sign just one. We signed two in one month. So yes, no, the, our federal business is doing well.”
Jason Droege Oct 9, 2025 ▶ 1:23:03 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
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