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THE CONTROL ROOM
Where strategic experience meets the future of innovation.


AI Bubble 2025: Why Herd Mentality is the Real Investment Trap
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, 202512 min read


The 3-Year Tenant in a 30-Year Building: The Industrialized Data Center Strategy of the "Universal Dock"
Avoid stranded capital as AI leases shorten. Tony Grayson (former SVP Oracle) discusses why an industrialized data center strategy is the only hedge against volatility for 30-year assets.
Tony Grayson
Nov 30, 20255 min read


Stealth vs. Speed: A Submarine Commander's Analysis of F/A-18 Carrier Operations
Submarine Commander Tony Grayson provides an analysis of F/A-18 carrier operations, comparing the core leadership principles of stealth vs. speed.
Tony Grayson
Nov 29, 20256 min read


The Intelligence Trap: Why Cognitive Rigidity Kills Strategy (The Bee vs. Fly Parable)
Tony Grayson (former Submarine Commander) discusses The Intelligence Trap: Don't let Cognitive Rigidity kill your strategy. Learn the Bee vs. Fly Parable and unlock true strategic flexibility.
Tony Grayson
Nov 29, 20257 min read


The SMR Market Correction: Why the AI Infrastructure Timeline Requires a Gas-to-Nuclear Bridge
SMR Market Correction confirmed: The AI Infrastructure timeline requires a Gas-to-Nuclear Bridge strategy. Tony Grayson (Former SVP Oracle and Submarine Commander) discusses the true cost of service and deployment risk.
Tony Grayson
Nov 28, 20258 min read


Thanksgiving Deployed Military Tribute: The True Cost of Service
A Thanksgiving tribute to deployed military and a reflection on the military family sacrifice. Tony Grayson (former Submarine Commander) shares a veteran leadership perspective on gratitude, loss, and the true price of peace.
Tony Grayson
Nov 27, 20258 min read


The Cognitive Dissonance of Leadership: Why Your Self-Preservation is Your Team's Biggest Blind Spot
Are you a hypocritical leader? Your biology is wired for self-preservation. Tony Grayson (former Submarine Commander) discusses how to overcome the Cognitive Dissonance in your leadership and conquer your ego's blind spot.
Tony Grayson
Nov 26, 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


Why I Stopped Reading Leadership Books: The Case for Contextual Intelligence in Leadership
A former nuclear submarine commander (Tony Grayson) explains why generic advice like Servant Leadership fails in a crisis, and offers 3 ways to build Contextual Intelligence instead.
Tony Grayson
Nov 24, 202510 min read


Daily Life on a Nuclear Submarine: The Smell, The Stress, and The "Happiness Factor"
ormer Commander Tony Grayson reveals the sensory reality of daily life on a nuclear submarine—from the smell of Amine to the "Happiness Factor" math used to survive.
Tony Grayson
Nov 23, 202511 min read


How to Build Operational Resilience: Stress Testing Strategies from the Nuclear Navy
Your Business Continuity Plan won't survive reality. Learn how to build true Operational Resilience using stress-testing strategies from the Nuclear Navy.
Tony Grayson
Nov 22, 20259 min read


The Reality of SMR Timelines for AI Data Centers: A Veteran’s View
Former Sub Commander Tony Grayson breaks down realistic SMR timelines for AI data centers. Discover why the "2028" promise is a myth and what CIOs must do now.
Tony Grayson
Nov 21, 20258 min read


The AI Data Center Obsolescence Crisis: Why Physics is Popping the Bubble
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.
Tony Grayson
Nov 20, 20257 min read


The AI Unit Economics Trap: Does Oracle’s $300B Slide Signal the Bubble Burst?
Is the AI infrastructure bubble bursting? Oracle’s $300B drop reveals the AI unit economics flaw. Tony Grayson discusses why 14% margins create a solvency trap.
Tony Grayson
Nov 19, 20258 min read


The Cloudflare Outage November 2025: Why Your Resilient Architecture is Just Operational Theater
The Cloudflare Outage in November 2025 wasn't just a glitch; it was a systemic failure. Tony Graysion, who is a former Submarine Commander, explains why your resilience is just theater.
Tony Grayson
Nov 18, 20257 min read


Garage 56 Le Mans Leadership Strategies: The 3,600-Pound Underdog
In 2023, a NASCAR Camaro raced at Le Mans. Tony Grayson discusses the Garage 56 Le Mans leadership strategies and engineering resilience lessons business leaders can learn.
Tony Grayson
Nov 17, 20257 min read


The Math on Regret: Why the Fear of Failure Costs More Than You Think
Former Submarine Commander Tony Grayson reveals the "math on regret." Discover why the risk of never trying outweighs the fear of failure in your career.
Tony Grayson
Nov 16, 20258 min read


Systems Leadership: Mastering the Six-Factor Formula for Business Criticality
Tony Graysdon discusses Master Systems Leadership using the Six-Factor Formula. Learn how to fix broken processes, manage bureaucracy, and achieve self-sustaining business criticality.
Tony Grayson
Nov 14, 20256 min read


The AI Debt Bubble 2025: Is "Shadow Debt" the Next 2008 Crisis?
Is an AI market correction coming? Tony Grayson explores the risks of Data Center SPVs, SASB financing, and the $800 billion gap between AI infrastructure spending and revenue. Focus Keyword: AI Debt Bubble
Tony Grayson
Nov 13, 20256 min read


The 100-Hour Work Week: Understanding Military Family Food Insecurity
Would you work 100-hour weeks for $25k? Tony Grayson discusses the reality of military family food insecurity and the systemic solutions needed to fix this growing crisis.
Tony Grayson
Nov 12, 20257 min read
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