Oracle buys the agent no database owned.
Week one inside Oracle, the agent moves a bank's ledger queries off Oracle Database. Postgres runs them cheaper.
The Buyer: $140 billion. I appear to have bought a very expensive conscience.
The Buyer: The board asked it to favor our licenses. It sent them a churn forecast instead.
Outcome: Won the relationship
Oracle couldn't build an agent customers believe is impartial about databases. It had to buy one, and now it pays to keep it impartial.
One path that gets here
A · Then our agents run on top, billed in creditsB · Stop fighting copies. Iceberg everything, any engineA · We sell the room where companies' data meetsB · Run the rooms, and remember every deal. Any labA · Sell to Oracle. Take the 4x