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The Control Room

The Control Room

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THE CONTROL ROOM

Where strategic experience meets the future of innovation.

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Nuclear Energy
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Split screen comparison: Left side shows an a16z bar chart labeled 'The Map' representing SaaS spend. Right side shows a data center server aisle labeled 'The Territory' representing physical AI infrastructure spending.

Split screen comparison: Left side shows an a16z bar chart labeled 'The Map' representing SaaS spend. Right side shows a data center server aisle labeled 'The Territory' representing physical AI infrastructure spending.

The Hidden Stack: The Real Truth About AI Infrastructure Spending (And Why It’s Not on the Charts)

Why do marketing charts show Open Source at only 11% market share when adoption is over 70%? The answer lies in the "Hidden Stack." This post analyzes the real trends in AI infrastructure spending, why the shift from Training to Inference is exploding, and why the smart money is moving from software licenses to megawatts.

Tony Grayson

Dec 15, 20259 min read

Veterans teach 3 vital military leadership skills business lacks: Shared Accountability, Systemic Clarity, and Moral Courage. Learn the HRO model for success in high-stakes tech.

Veterans teach 3 vital military leadership skills business lacks: Shared Accountability, Systemic Clarity, and Moral Courage. Learn the HRO model for success in high-stakes tech.

From Parameters to Physics: Why Watts per Token is the Only Metric for Industrial AI

The Software Era is over. Tony Grayson (former SVP Oracle) why Watts per Token is the new KPI for Industrial AI, and why SMR delays demand a Gas Bridge solution now.

Tony Grayson

Dec 5, 202512 min read

Architectural rendering illustrating a "Gas-to-Nuclear Bridge Strategy" for an AI data center. The left side of the image shows Phase 1 (2026) with operating gas turbines. The right side shows Phase 2 (2032) with Small Modular Reactors (SMRs) integrated into the same site footprint, united by a blueprint overlay.

Architectural rendering illustrating a "Gas-to-Nuclear Bridge Strategy" for an AI data center. The left side of the image shows Phase 1 (2026) with operating gas turbines. The right side shows Phase 2 (2032) with Small Modular Reactors (SMRs) integrated into the same site footprint, united by a blueprint overlay.

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

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