joshua rosner

Fin-Reg/Leg/Policy Analyst. NYT & WSJ Bestselling Author, Early identifier of institutional & structural risks. I call balls & strikes. Opinions are my own.

[Pope Leo XIV @Pontifex]

Artificial intelligences do not undergo experiences, do not possess a body, do not feel joy or pain, do not mature through relationships, and do not know from within what love, work, friendship or responsibility mean. Nor do they have a moral conscience, since they do not judge good and evil, grasp the ultimate meaning of situations, or bear responsibility for consequences. They may imitate or even simulate, but they do not understand what they produce, for they lack the affective, relational, and spiritual perspective through which human beings grow in wisdom. #MagnificaHumanitas

[joshua rosner @JoshRosner]

@novogratz Quaint notion. You must have been in 10th grade at the same time as I was. Sadly, I guess we and our ideals are old.

[joshua rosner @JoshRosner]

@pmarca Douglas Adams was a fun writer, with a great imagination, and he looked at the world in novel ways - but this claim wasnt sage.

Fax machines, pagers, ISDN, PalmPilot, Handspring, BlackBerry, laserdiscs provided jobs not careers.

[Bernie Moreno @berniemoreno]

What could go wrong by allowing Chinese companies to flood the US market with roving surveillance devices, controlled remotely by the CCP!?

My bill, the Connected Security Vehicle Act, can’t come soon enough!

[joshua rosner @JoshRosner]

Well @kevinolearytv, beauty eh? Take off hoser. Go back to Canada. Maybe convince the brewery there’s a mouse in your beer. You’re not even a US citizen.

[Anonymous @YourAnonNews]

Shark Tank Billionaire Kevin O'leary says 2 people fighting data centers in Utah are Chinese agents. Turns out its just 2 local girls in Utah, they make a hilarious video calling him the fuck out

[Ji Kim @_jikim]

The FACTS speak for themselves. The U.S. needs comprehensive market structure—the time is NOW. 👇

[joshua rosner @JoshRosner]

@kevinolearytv Aren’t you a Canadian? Whats with “our”? You have no vote.

[joshua rosner @JoshRosner]

@rinsana Congrats Ron!

[joshua rosner @JoshRosner]

@amandalfischer The FDIC and OCC NPRMs seem pretty well coordinated on almost every issue; the Fed hasn’t released their NPRM.

[joshua rosner @JoshRosner]

@amandalfischer Amanda, did you say there should be a leverage ratio? Yes.
Your analysis too often lacks objectivity and is infected by distorting bias - yet you make grand pronouncements as though you are stating facts. BTW great subterfuge effort on baseless assertions about me,

[joshua rosner @JoshRosner]

Vince Lombardi: "The object is to win: fairly, squarely, decently, win by the rules, but still win."

Political use of gerrymandering to win, by either side, is fundamentally in opposition to American values and sportsmanship!

[joshua rosner @JoshRosner]

@amandalfischer Do you understand anything about GENIUS or stablecoins? As example, there is no leverage. Embarrassing.

[Hedgie @HedgieMarkets]

🦔Nvidia's VP of applied deep learning told Axios that for his team, the cost of compute is far beyond the cost of employees. An MIT study found AI automation is economically viable in only 23% of roles where vision is a primary part of the work, meaning human labor remains cheaper in the vast majority of cases. Uber's CTO said he's back to the drawing board because his 2026 AI budget is already blown. AI software fees have increased 20% to 37% over the past year. Despite all of this, Big Tech has announced $740 billion in capital expenditures for AI this year, a 69% increase from 2025, while laying off more than 92,000 tech workers.

My Take
The core contradiction of the AI moment is now being stated openly by people inside the industry. Companies are cutting human workers who are cheaper than the AI replacing them, to fund AI infrastructure that isn't generating measurable productivity returns, financed by investors who are also funding the AI companies selling the tokens at prices those companies cannot sustain without continued subsidy.

My honest read is that the workforce decisions being made right now are irreversible on a timeline the technology cannot meet. The entry-level pipeline being dismantled today will take a decade to rebuild. The engineers being cut to fund token budgets that exceed their salaries are the same people who would catch the failures when the AI gets it wrong. Companies are making permanent structural changes based on a cost structure that doesn't exist yet and a productivity case that by their own executives' admission hasn't materialized. At some point the distance between the bet and the reality has to close, and the people who absorbed the cost of being wrong won't be the ones who made the decision.

Hedgie🤗

[joshua rosner @JoshRosner]

@MarkWarner @OliviaTroye Senator, I am so sorry to hear of your loss. I know that no words are sufficient to assuage your sorrow. May her memory be a blessing.

[joshua rosner @JoshRosner]

The U.S. is protectionist. No BYD, no Geely, no Changan, no GWM no Opel, no Cupra, no Peugeot. You don’t have to compete with them here. The Global EV industry (minus NA) is so massive & diversified that Tesla would need to quintuple production just to match the combined sales of competitors.

[joshua rosner @JoshRosner]

@Photomusicrock Actually, 78. We should all rock so hard at that age.

[Bloomberg @business]

EXCLUSIVE: Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell summoned Wall Street leaders to an urgent meeting on concerns that the latest AI model from Anthropic will usher in an era of greater cyber risk. https://t.co/d8eVXEzq5v

[joshua rosner @JoshRosner]

@AriFleischer You’re a press secretary not a military expert. I remember when you were press secretary for the President who did more to destroy confidence in the US military than any president in U.S. history.