In today's Cloud Wars Minute, I explore how Oracle is redefining enterprise software with AI agentic applications.

Highlights

00:03 — One of the biggest stories of the year, maybe the next few years, is going to be the rise of generative AI, the animating force behind business innovation and unlocking new ways for businesses to work, to run, to see the future, to adapt, and to give people higher-value opportunities as well.

00:29 — Oracle, I think, has been the most articulate and the most active in framing out how agents and applications are going to work together in the future. There has been this false choice brought up that it would be apps or agents, but that is not where things are headed.

01:09 — What we're seeing now is not going to be apps and agents. Oracle is fusing them together, calling them AI agentic applications. Steve Miranda explained in a longer conversation I had with him how these applications are different, what the business benefits are for customers, and how this new AI agentic revolution is changing enterprise software.

02:34 — Oracle is saying these AI agentic applications will trigger a shift of applications being systems of record to systems of actual outcomes. The agents are going to pursue not just task by task, but business outcomes, business goals, and business objectives.

03:51 — Companies that move quickly will be able to reposition their people to do higher-value work instead of drudge work. The risks of waiting are growing scarier as the pace of innovation increases, and leaders need to aggressively and confidently take on these new technologies.

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