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THE CONTROL ROOM
Where strategic experience meets the future of innovation.
The AI Bubble's Biggest Signal: Why Herd Mentality is the Cognitive Trap Killing Investment Strategy
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.
Tony Grayson
Dec 1, 20258 min read
Is AI Infrastructure Overbuilt? An Operator's View on the $100B Gamble
Are your AI investments ignoring physics? Tony Grayson (former Submarine Commander and SVP Oracle) discusses how to avoid The Kemper Trap—where timeline pressure overrides engineering reality—and build resilient infrastructure.
Tony Grayson
Nov 25, 20258 min read
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