Oracle AI World 26 - if Fusion Claw changes enterprise work, does it change cost also? Oracle leaders reveal Fusion Claw economics

I've held vendors' feet to the fire all year - for getting too far out in front of customers on their agentic AI visions,

When the gap between customers and vendors is aspirational, that's a good thing. But when customers say, "I don't where to begin," then that's not so wonderful.

How did Oracle fare on day one of AI World 2026? Well, there's a pretty big plot twist. With Oracle's latest Fusion Claw announcements, Oracle is clearly pushing the agentic workflow envelope.

But Oracle had a surprise for me too: the AI World opening keynote, helmed largely by President Mike Sicilia, placed an emphasis on customer interviews, rich in industry details and challenges to tackle. I did say in our Oracle AI World day one keynote watch partythat the keynote could have used a bit more energetic flair, but: I thought the practical focus on customer...

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