John Rosevear
@jrosevear.bsky.social
Thoughts and words on the future of autos (and lately, the state of things). Alum of CNBC, Fidelity, Cornell. Opinions mine, but they can be yours too.
E pluribus unum 🇺🇸. He/him.
E pluribus unum 🇺🇸. He/him.
Pinned
John Rosevear
@jrosevear.bsky.social
· Dec 22
Your periodic reminder that while Bsky is closer to reality than X-the-everything-appTM, it still isn't reality.
Remember to go talk to actual people every now and then, OK?
Remember to go talk to actual people every now and then, OK?
Reposted by John Rosevear
Tesla lacks ammo in its battle for AI supremacy:
- Lowest margins in the Mag 7
- Only Mag 7 stock whose EPS fell
- $20B capex budget > cash from ops...
-... but only 1/9th Alphabet's budget
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
- Lowest margins in the Mag 7
- Only Mag 7 stock whose EPS fell
- $20B capex budget > cash from ops...
-... but only 1/9th Alphabet's budget
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
February 13, 2026 at 3:22 PM
Tesla lacks ammo in its battle for AI supremacy:
- Lowest margins in the Mag 7
- Only Mag 7 stock whose EPS fell
- $20B capex budget > cash from ops...
-... but only 1/9th Alphabet's budget
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
- Lowest margins in the Mag 7
- Only Mag 7 stock whose EPS fell
- $20B capex budget > cash from ops...
-... but only 1/9th Alphabet's budget
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Starting to feel like this is a Mercedes campaign to protect its special engine tech from being banned.
F1 testing: Red Bull's advantage 'pretty scary', says George Russell - BBC Sport www.bbc.co.uk/sport/formul...
F1 testing: Red Bull's advantage 'pretty scary', says George Russell
Red Bull's advantage at the front of the Formula 1 field
www.bbc.co.uk
February 13, 2026 at 3:10 PM
Starting to feel like this is a Mercedes campaign to protect its special engine tech from being banned.
Also not impressed by the silly Star Trek bathrooms that "go offline". 3 or 4 of this train's bathrooms are currently... off.
Also also we're now stuck in New Haven doing a "mechanical reset". This on a train that left 25 min late.
New Acelas don't seem ready for prime time, @amtrak.com
Also also we're now stuck in New Haven doing a "mechanical reset". This on a train that left 25 min late.
New Acelas don't seem ready for prime time, @amtrak.com
Have you ridden the new Acela trains?
I'm finally on one, business class (quiet car, my usual). My first take is that it's way more cramped than the old Acela.
It's definitely a higher-tech experience, but so far it doesn't really feel like a premium experience.
I'm finally on one, business class (quiet car, my usual). My first take is that it's way more cramped than the old Acela.
It's definitely a higher-tech experience, but so far it doesn't really feel like a premium experience.
February 13, 2026 at 2:52 PM
Also not impressed by the silly Star Trek bathrooms that "go offline". 3 or 4 of this train's bathrooms are currently... off.
Also also we're now stuck in New Haven doing a "mechanical reset". This on a train that left 25 min late.
New Acelas don't seem ready for prime time, @amtrak.com
Also also we're now stuck in New Haven doing a "mechanical reset". This on a train that left 25 min late.
New Acelas don't seem ready for prime time, @amtrak.com
Have you ridden the new Acela trains?
I'm finally on one, business class (quiet car, my usual). My first take is that it's way more cramped than the old Acela.
It's definitely a higher-tech experience, but so far it doesn't really feel like a premium experience.
I'm finally on one, business class (quiet car, my usual). My first take is that it's way more cramped than the old Acela.
It's definitely a higher-tech experience, but so far it doesn't really feel like a premium experience.
February 13, 2026 at 1:38 PM
Have you ridden the new Acela trains?
I'm finally on one, business class (quiet car, my usual). My first take is that it's way more cramped than the old Acela.
It's definitely a higher-tech experience, but so far it doesn't really feel like a premium experience.
I'm finally on one, business class (quiet car, my usual). My first take is that it's way more cramped than the old Acela.
It's definitely a higher-tech experience, but so far it doesn't really feel like a premium experience.
German chancellor. Seems like a big deal.
MERZ SAYS I HAVE BEGUN CONFIDENTIAL TALKS WITH THE FRENCH PRESIDENT ON EUROPEAN NUCLEAR DETERRENCE
February 13, 2026 at 1:27 PM
German chancellor. Seems like a big deal.
Reposted by John Rosevear
February 13, 2026 at 12:41 PM
I’m always skeptical when it seems like the previous owner(s) were afraid to drive it.
I mean, this car is a) 30 years old and b) insanely fun. WTF?
I mean, this car is a) 30 years old and b) insanely fun. WTF?
February 13, 2026 at 12:41 PM
I’m always skeptical when it seems like the previous owner(s) were afraid to drive it.
I mean, this car is a) 30 years old and b) insanely fun. WTF?
I mean, this car is a) 30 years old and b) insanely fun. WTF?
Modest beat. Loss of $0.66/share vs $0.79 expected. Stock bounced. #$RIVN
Rivian #$RIVN reports earnings shortly. I'm expecting results roughly in line with estimates, but the stock closed down over 5%. We'll see.
February 12, 2026 at 9:06 PM
Modest beat. Loss of $0.66/share vs $0.79 expected. Stock bounced. #$RIVN
Rivian #$RIVN reports earnings shortly. I'm expecting results roughly in line with estimates, but the stock closed down over 5%. We'll see.
February 12, 2026 at 9:03 PM
Rivian #$RIVN reports earnings shortly. I'm expecting results roughly in line with estimates, but the stock closed down over 5%. We'll see.
Reposted by John Rosevear
I think this is my view on "AI" right now:
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
We're gonna destroy 50% of all white collar jobs, college graduates are never going to find work again and Meta is going to force feed so many AI-driven ads into your eyeballs you won't be able to breathe
But AI could also like do some good in the world
But AI could also like do some good in the world
February 11, 2026 at 1:51 PM
I think this is my view on "AI" right now:
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
Reposted by John Rosevear
If you want people to be 'reasonable' about a subject, I highly recommend not stealing from them, attempting to coerce them into using a mutilated mockery of their own stolen goods and then sniggering that this will ruin their livelihood.
February 12, 2026 at 12:39 PM
If you want people to be 'reasonable' about a subject, I highly recommend not stealing from them, attempting to coerce them into using a mutilated mockery of their own stolen goods and then sniggering that this will ruin their livelihood.
Um. #$TSLA
So apparently at least 11 senior people (including 2 co-founders) left simultaneously xAI yesterday
Explanations?
1) Incriminating Epstein documents being circulated internally
2) Illegal activities discovered in the business
3) Extraordinary coincidence
Explanations?
1) Incriminating Epstein documents being circulated internally
2) Illegal activities discovered in the business
3) Extraordinary coincidence
February 11, 2026 at 7:19 PM
Um. #$TSLA
W. T. F.
EL PASO, Texas (AP) — FAA says it has lifted temporary closure of airspace over El Paso, Texas, and all flights to resume.
February 11, 2026 at 2:05 PM
W. T. F.
I think this is my view on "AI" right now:
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
We're gonna destroy 50% of all white collar jobs, college graduates are never going to find work again and Meta is going to force feed so many AI-driven ads into your eyeballs you won't be able to breathe
But AI could also like do some good in the world
But AI could also like do some good in the world
February 11, 2026 at 1:51 PM
I think this is my view on "AI" right now:
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
AI is radium. AI is hydrocortisone.
Both eventually turned out to be very useful in certain circumstances. But the initial urge to put them in everything created a lot of disasters -- and the backlash wasn't great either.
After weeks of deep freeze, 34F feels like spring.
February 11, 2026 at 1:43 PM
After weeks of deep freeze, 34F feels like spring.
Reposted by John Rosevear
all I’m focused on here is “elon musk,” “massive catapult” and “launch into space”
Elon Musk told employees at xAI, his artificial intelligence company, on Tuesday that the company needed a factory on the moon to build A.I. satellites and a massive catapult to launch them into space.
Elon Musk Wants to Build an A.I. Satellite Factory on the Moon
In a meeting with employees at his company xAI, Mr. Musk revealed a vision for a facility that includes a giant catapult to launch his satellites into space.
nyti.ms
February 11, 2026 at 1:33 PM
all I’m focused on here is “elon musk,” “massive catapult” and “launch into space”
I keep forgetting to log in, but this one was easy -- if your dad, like mine, is/was a certain kind of enthusiast of a certain age.
Cardle 1/5
Streak 5🔥
Total Score 69
🟢 🟢 🟢
www.playcardle.com
Cardle 1/5
Streak 5🔥
Total Score 69
🟢 🟢 🟢
www.playcardle.com
Cardle
Guess the car in 5 tries. A new car is available each day.
www.playcardle.com
February 11, 2026 at 1:36 PM
I keep forgetting to log in, but this one was easy -- if your dad, like mine, is/was a certain kind of enthusiast of a certain age.
Cardle 1/5
Streak 5🔥
Total Score 69
🟢 🟢 🟢
www.playcardle.com
Cardle 1/5
Streak 5🔥
Total Score 69
🟢 🟢 🟢
www.playcardle.com
Of course the real reason turns out to be deeply stupid.
This can be read as the Pentagon refusing to deconflict airspace, so the FAA arguably is doing the right thing, though others who are more expert on this should weigh in. cc @faineg.bsky.social
February 11, 2026 at 1:32 PM
Of course the real reason turns out to be deeply stupid.
I'm sure this is bullish for #$PLTR somehow.
"Switzerland’s military has terminated its contract with Palantir… following a security audit… concluded that U.S. intelligence agencies could potentially access sensitive Swiss defense data… significant reputational warning for the data analytics firm"
www.newscase.com/palantirs-sw...
#R4Today
www.newscase.com/palantirs-sw...
#R4Today
Palantir's Swiss Exit Highlights Global Data Sovereignty Challenge | NewsCase
Switzerland's military has terminated its contract with Palantir Technologies Inc. following a security audit. The review concluded that U.S. intelligence ag
www.newscase.com
February 11, 2026 at 11:58 AM
I'm sure this is bullish for #$PLTR somehow.
Kinda bummed I didn't think of this TBH
February 10, 2026 at 9:52 PM
Kinda bummed I didn't think of this TBH
The tariff bill is mostly about timing of some expected credits. NBD.
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Ford expects profit to jump in 2026 after being saddled with a surprise tariff bill at the end of last year
Ford Sees Profit Rebounding After Surprise Year-End Tariff Bill
Ford Motor Co. expects profit to jump in 2026 after being saddled with a surprise tariff bill at the end of last year.
bloom.bg
February 10, 2026 at 9:32 PM
The tariff bill is mostly about timing of some expected credits. NBD.
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Ford's 2026 guidance is upbeat and 2025 results show they've made real progress on some of the underlying stuff like warranty costs.
Stock is up a little in after-hours trading. Solid report overall. #$F
Reposted by John Rosevear
Wow, there's still one running.
February 10, 2026 at 11:14 AM
Wow, there's still one running.
Reposted by John Rosevear
how does it not bother investors that Elon Musk never actually delivers the thing
if he didn't deliver affordable EVs, the 100% solar-powered Superchargers, the "alien dreadnought" factory, the game-changing solar roof, or L5 self-driving why believe he'll deliver data centers in space or whatever?
if he didn't deliver affordable EVs, the 100% solar-powered Superchargers, the "alien dreadnought" factory, the game-changing solar roof, or L5 self-driving why believe he'll deliver data centers in space or whatever?
February 9, 2026 at 6:03 PM
how does it not bother investors that Elon Musk never actually delivers the thing
if he didn't deliver affordable EVs, the 100% solar-powered Superchargers, the "alien dreadnought" factory, the game-changing solar roof, or L5 self-driving why believe he'll deliver data centers in space or whatever?
if he didn't deliver affordable EVs, the 100% solar-powered Superchargers, the "alien dreadnought" factory, the game-changing solar roof, or L5 self-driving why believe he'll deliver data centers in space or whatever?