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Clarification on Oracle ERP AI Strategy

Summary:

I've attended the recent Ledger Agent and Cash Processing webinars and came away with the impression that Oracle may be moving away from individual ERP AI Agents in favour of ERP Agentic Apps.

Can Oracle confirm whether this is the intended long-term direction for ERP AI capabilities? Are the existing ERP AI Agents being deprecated and replaced by Agentic Apps, or will both approaches continue to coexist?

If Agentic Apps are the future direction, I'm also interested in understanding the implications for organisations that are unable to justify or afford the Agentic Apps platform fee. What opportunities will remain available to these customers? Will Oracle continue to invest in and enhance the AI capabilities included within Fusion Applications, or will innovation increasingly be focused on Agentic Apps?

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