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Jason Droege
@jdroege
current: πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦, @scale_AI prev: @benchmark, @ubereats, @axon_us
SF
Joined December 2006
Posts
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    Whoa. ⁦Uber Eats at⁩ $52B run rate. $1B/week of GMV. I don’t think a model ever existed in the company that showed this being possible.
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    I've long hated the CAC/LTV framework (particularly for consumer businesses). Because it’s so tied with creating a structural dependency on Google & Facebook it isn’t only a poor framework, it can lull you into mediocrity. My raw notes over the years of addressing this topic:
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    Some news. I’ve decided to step down from my role @UberEats. I feel lucky to have been part of Eats, from the 1st order in Toronto in Dec '15 to one of the world's largest marketplaces. This success is a testament to the hard work of our team,and I'm honored to have played a part
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    Yes! I’m so excited to join @benchmark as a Venture Partner. I got to know the Benchmark team while building @UberEats & I’ve always been deeply impressed by their laser focus on helping with the big issues and smallest details alike.
    Thrilled to welcome ⁦@benchmark's⁩ newest Venture Partner, Jason Droege: sarahtavel.medium.com/267104b4143a?s…
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    My note to Scale employees todayβ€”
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    Rides still #1 everywhere. Eats huge acceleration to be bigger than anyone expected (me included). Easy to forget what the teams at Uber accomplished and continue to accomplish in so short a time
    Uber's delivery business is now larger than ride-hailing tcrn.ch/2F0oxDp by @kirstenkorosec and @alex
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    We're just getting started.
    Scale AI not 'winding down' following Meta deal, interim CEO tells employees and customers cnbc.com/2025/06/18/sca…
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    San Francisco will permanently cap food delivery fees thus protecting consumers permanently from lower prices
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    1 // Excited to announce I’m joining @Scale_AI as Chief Strategy Officer. Scale really captured my imagination. The problems being tackled are fascinating, the people are passionate & the progress the company has made is absolutely incredible.
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    The story of how Uber Eats got on track in 2015 is about the importance of being first & paranoia about how compounding can work for or against you. I’ve been out of the business for a while, but thought our thinking might be helpful to others (sorry, a little long) ->
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    In 10 years France went from 55% -> 10% fossil fuel use with nuclear power filling the gap. Not sure what other technology could do this
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    β€œWhat % of my portfolio should I put in a triceratops skull?” is not a question I thought I’d ever ask myself but here we are @OnRallyRd