Lenny's Podcast · October 9, 2025

Scale AI CEO on Meta's $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next

with Jason Droege

Discover how Jason Droege scaled Uber Eats to $80B and what's driving Meta's massive $14B AI investment in this deep-dive episode. Learn the counterintuitive business principles behind surviving the startup graveyard, why most AI automation projects are taking 6-12 months longer than promised, and the shift from AI models that 'know things' to agents that 'do things'. Get insider perspectives on evaluating gross margins, understanding customer incentives beyond financial metrics, and the specific hiring framework used by top-tier companies. Essential listening for anyone building or scaling technology businesses in the AI era.

Featured insight

Not losing is a precursor to winning. Most people just give up before they get their timing right, before they get the right insight with the customer before they get the right product in the market. — Jason Droege

Best for: Founders scaling from startup to growth stage, AI startup executives and product leaders, VCs and operators evaluating tech businesses

Loading the full episode…