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grace kay

T3 · host / generalist

Covers Elon Musk's companies including SpaceX and X; broke the story on SpaceX's $60B acquisition of Cursor.

2 calls·2 names·0% bull·last heard last month·The Information
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$SPCXSpaceX

SpaceX cold-gas thrusters enable Tesla Roadster hover demo, deepening Musk company integration

SpaceX propulsion technology is being adapted for Tesla's halo vehicle, demonstrating operational collaboration between Musk's companies while merger speculation persists.

The Information2026-08episode →
2ndmedium conviction
$TSLATesla

Tesla Roadster flying prototype uses SpaceX thrusters but remains non-street-legal track toy

The long-delayed Roadster has evolved into a specialized hover-capable vehicle using SpaceX cold-gas thrusters, but noise and vibration prevent passenger use, limiting it to a collectible track-only product with minimal revenue impact.

The Information2026-08episode →

most discussed · click a bar to filter

  • $SPCX
  • $TSLA

recurring themes

  • Data Center Infrastructure1
2 total
$SPCX
···
SpaceX
MEDgrace kay·The Information·last month·Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash
SpaceX cold-gas thrusters enable Tesla Roadster hover demo, deepening Musk company integration
SpaceX propulsion technology is being adapted for Tesla's halo vehicle, demonstrating operational collaboration between Musk's companies while merger speculation persists.
"Elon Musk has been saying that this car is going to fly for a while. Um and he he's said pretty openly that it's part of a project with SpaceX using these cold air thrusters... th…"
17:01
$TSLA
···
Tesla
MEDgrace kay·The Information·last month·Nvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash
Tesla Roadster flying prototype uses SpaceX thrusters but remains non-street-legal track toy
The long-delayed Roadster has evolved into a specialized hover-capable vehicle using SpaceX cold-gas thrusters, but noise and vibration prevent passenger use, limiting it to a collectible track-only product with minimal revenue impact.
"The idea now is it's more hovering in the air... they had it driving down a ramp, going upside down, you know, detaching from this ramp and hovering upside down... right now, you…"
15:47
7
Data Center Infrastructuremixed
SpaceX slows data center buildout to add reliability, risking speed advantage over hyperscalers
SpaceX is adding redundant cooling and power systems to XAI data centers, moving away from temporary turbines, which improves reliability for customers like Google and Anthropic but slows deployment speed that was previously a key competitive advantage (122 days for Colossus 1), with new leadership from rocket production lacking data center expertise causing recent outages.