diginomica podcast: Oracle AI World and the vendor-customer AI readiness gap
jonerp · x · 2026-11-01
diginomica's Jon Reed and Valoir's Rebecca Wettemann recorded an on-site podcast wrapping up Oracle AI World. Key themes: the perennial gap between vendor AI ambitions and customer adoption readiness. Topics include whether Oracle's agentic vision matches customer reality, Fusion Claw's advance and its economics, the underrated Fusion Companion/Agentic Home UX, how Oracle's AI evolution signals LLM value shifting to surrounding architecture, and how customer adoption paths compare with Valoir's latest research.
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