Is the AI Bubble 2025 real? Tony Grayson (former SVP Oracle) explores the leadership psychology behind the $600B spending gap, covering herd mentality, Action Bias, and why we mistake market momentum for fundamentals.
Is the AI bubble bursting? Former Oracle SVP Tony Grayson exposes the collision of physics and finance: why 120kW cooling limits and $18B debt loads create inevitable data center obsolescence.
