Kinetic started as a wearable device company with a prevention thesis. It is now a $100M+ workers comp MGA built around claims oversight software — and the pivot happened because Adam Price asked customers what they actually needed, instead of what Kinetic had assumed they needed. In Episode 155, Adam explains why prevention technology struggles in mid-market workers comp, how data fusion creates a claims experience that scales like software but feels like dedicated attention, and what MGA investors actually want to hear — hint: it is not the $6 trillion TAM slide.
Kasey Roh, Head of USA, Upstage
Upstage's Kasey Roh came to enterprise AI through Tesla, Meta, and venture capital — which means she has seen enough AI companies to know the difference between real technology and a wrapper. In Episode 152, she makes the case that insurance companies have only ever been able to read about 20% of their documents, explains why throwing the rest into frontier LLMs is not a scalable solution, and shares what one Asian carrier found when it finally digitized a decade of untouched claims records — enough to launch two entirely new product lines from data it already owned.





