Founders in Motion with Thea Ngo
Unfiltered conversations with early-stage founders who are actually building it - from Sydney to San Francisco.Hosted by Thea Ngo (Wharton grad, early-stage investor), this is where founders talk about what really happens: the fundraising rejections, hiring mistakes, pivots…
- Indexed episodes, last 90 days
- 7
- Latest publication
- Aug 27, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
AI Insurance Brokerage: 80 Marathons, Uninsured, Nearly Killed Him | Sean Stuart, Rosella (opens the original)
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AI-native commercial insurance is being built by a man who once ran 80 marathons in 80 days with no coverage at all because every policy excluded anything past two. Sean Stuart is the co-founder of Rosella, an AI-native commercial insurance brokerage working across the US economy. We talk about door-knocking Dallas offices with zero meetings booked, what VCs get wrong about AI-native service businesses, and why people, not code, are the real moat. For: AI-native service founders, insurtech and b
Basketball Stats From One Phone Video: Their $3.5M AI Pivot | Cordelia King, Superstat (opens the original)
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Basketball stats used to require a scout in the gym. Now one phone video gives every player full box scores and highlights, and the team behind it is leaving Melbourne for Austin. Cordelia King co-founded Superstat after her first company, the Herald Sun called it "Tinder for local sport", kept attracting players who lied about how good they were. We talk about the Australian football model that failed before basketball worked, the stretch when nobody took a salary, and why American football is
Quibi: How a $1.75B Startup Died in 6 Months (opens the original)
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Quibi raised $1.75 billion before it had a single show, hired Spielberg and Reese Witherspoon to make TV for your phone, and shut down six months after launch. This is a fun new segment where I take apart a company that died and diagnose what actually killed it. We get into the tech that forced every show to be shot twice, the Super Bowl ad that ran before a single episode existed, and why almost no one converted from free trial to paying subscriber. If this episode helped you, leave a review on
Why AI Can't Fix Your Business and the $10M Raise He Regrets | Lee Lagdameo, Shikii Labs (opens the original)
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Lee Lagdameo crossed over from the other side of the table to build one of the AI companies he used to back — and four months into Shikii Labs, he says most companies aren't AI-ready: their data is a mess, and raising less beats raising more. Lee Lagdameo is the co-founder of Shikii Labs, an AI and product partner for founder-owned and PE-backed companies. We talk about starting an AI consultancy from zero network, why his last startup Skybox Technologies raised too much, and what he sacrificed
Impact Investing at $10: The Fortune He Lost, The Fund He Built | Arjun Agarwal, inaam (opens the original)
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Arjun Agarwal is the founder and CEO of inaam, a flat-fee alternative to funds that take a percentage of your money. We talk about his family's fortune disappearing in South Africa, the watches that helped them survive, and the teenage crypto fund he wound down before a crash. For: impact investors, fintech founders, and anyone who's been told no more times than they can count. If this episode helped you, leave a review on Apple Podcasts or follow on Spotify. It takes 30 seconds and it's how the
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