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Blaine Mathieu
Founder of The River Group and author of "The River Doesn't Wait"; multi-time tech CEO, CMO, and CPO and former Gartner analyst based in the San Francisco Bay Area.
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Sep 15, 2026
Retrofit or Reimagine: Blaine Mathieu on Surviving the Agentic AI Surge
15:58

Eric ChemiHOST
Who is the person? Is it the risk officer? Is it, you know, the data officer? Like where should the ownership of this be? Or is having one person be the owner, is that the problem?
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16:11Blaine MathieuGUEST
Well, obviously to deal with rapid and massive change, which is what we're, these organizations are, I was gonna say in the middle of, but really just at the beginning of, you know, to, to be frank, does require the attention and sponsha- sponsorship of the CEO and the executive team.
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16:29Blaine MathieuGUEST
But the people and the teams that actually need to do something are the ones that are leading their organizations, right? Whether, if your organization is finance or marketing or you're the product team or wh- whatever the case is, it's your organization and the processes and operations that are...
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16:48Blaine MathieuGUEST
need to be potentially reimagined, at least retrofitted, maybe reimagined with these systems.
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16:54Blaine MathieuGUEST
And so you need to take the leader, the VP of product management, the head of fi- the ch- you know, chief financial officer, the CMO, for reimagining or rethinking your own operations, right? And then you use the CIO and the CTO and the others to help you figure out how to do it.
13 MINS LATER
#46 Agentic AI Business Strategy: Retrofit or Reimagine the Work w/Blaine Mathieu
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23:58Blaine MathieuGUEST
And very closely related to that, I want to make sure people understand something clear.
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24:03Blaine MathieuGUEST
This is not about making one decision and then moving on to execute against that decision.
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24:10Blaine MathieuGUEST
The fundamental thing we're working through in the workshop and in the framework is is about the ability for you and your organization to be continuously watching, as I describe it in the book, what's going on around you, the context in particular, the context of the capabilities of agentic AI within an understanding of what your goals are.
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24:34Blaine MathieuGUEST
And so what we're going to do in the workshop is really take one or a few particular outcomes that you're trying to achieve with your business, And then teach you the methodology for watching for the important moves in the underlying technology, this river of agentic AI that will allow you to set your position on the retrofit to reimagine spectrum.
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24:59Blaine MathieuGUEST
And again, that's setting at this one point in time because the water's continuously moving and learning how to navigate that continuously moving water is exactly what we're doing.
6 MINS LATER
30:46
Now, what about the specifics of the model itself? What are people telling you about how the model has helped change their trajectory or the outcomes their organizations are experiencing?
Blaine Mathieu, My Journey with Lucid Motors & a 2025 Lucid Air Grand Touring EV-Encore
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19:11Blaine MathieuGUEST
But to answer your question, so things like the electronic systems overall and, and the sound system now that they did the update, I give them, you know, they're, they're top class equivalent to, you know, six-figure luxury cars that you would get from, you know, from mainstream manufacturers.
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19:28Blaine MathieuGUEST
The, the one that the, the issue that I have the biggest concern about, I put under the category of driving automation.
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19:35Blaine MathieuGUEST
Okay? So, you know, everybody says to me, "Oh, Lucid, does, does it drive itself?" And I'm like, "Not only does it not drive itself, it doesn't even drive as good as my 2017, you know, Toyota Prius did in terms of staying in the lane, not, not shimmering back and forth if there's an entry or an exit." And, and I was really shocked about that, especially given that Lucid has something like, you know, 18 radars, a LIDAR, cameras everywhere.
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20:05Blaine MathieuGUEST
Like, there's no car in the world, including Tesla, that has this mu- this many sensors [laughs] around it.
18 MINS LATER
S1E13: CERA Week, AI's Energy Demands, and Climate Investing with Hampus Jakobson (GP, Pale Blue Dot) and Blaine Mathieu (CEO, Pratexo)
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41:04Brynne KennedyHOST
And maybe for listeners who may not be familiar as well with the company, can you share a little bit about what Protexo does?
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41:14Blaine MathieuGUEST
I've been a software entrepreneur since I started my first software company as a teenager up in Canada.
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41:20Blaine MathieuGUEST
I moved to Silicon Valley during the first dot-com boom as a Gartner analyst, one of Gartner's first internet analysts.
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41:31Blaine MathieuGUEST
and then have been a C-level executive at B2B software startups ever since for the last 20, 25 years or so.
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41:39Blaine MathieuGUEST
I actually met the technical founders of Protexo while I was at the VC Momentum Partners back four, four and a half years ago, interested and excited about what they were doing.
7 MINS LATER
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48:28Brynne KennedyHOST
So with increasing scrutiny on AI, as well as evolving energy regulations, how do you see current policy trends impacting the adoption then of decentralized edge computing? And are there specific regulatory changes that you believe will shape the industry's future?
