Justin Rose

spending a lot of time at altitude

[Justin Rose @justinryanrose]

@Starbucks is making a comeback.

[Justin Rose @justinryanrose]

Clear view of southern tip of Greenland.

[Justin Rose @justinryanrose]

Inbound to Chicago Ohare. If you zoom you can see the skyline.

[Justin Rose @justinryanrose]

@lefthanddraft @Noahpinion Yes, the counterfactual - congress should write more ambitious laws - makes it inevitable that each administration will interpret regulations differently, often dramatically so. We see this today. Uncertainty is one of the biggest inhibitors of investment.

[Justin Rose @justinryanrose]

@Noahpinion I’d encourage you to read Lighthizer’s “No Trade is Free”. It lays out what I would have to believe is T-47’s approach to trade broadly and China trade specifically. Would strongly suggest that Trump would not cancel chip constraints - at least without a huge give from China.

[Justin Rose @justinryanrose]

@Jason Nailed it. Respect.

[Justin Rose @justinryanrose]

@BG2Pod @altcap @bgurley China industry playbook 101:
1. close market to western companies or force jv tech transfer
2. Use huge domestic market + gov subsidies to build global scale and low cost
3. Unleash on world and kill competition
4. Repeat… steel, solar, batteries…

[Justin Rose @justinryanrose]

@BG2Pod @altcap @bgurley Great podcast- you guys are +++ tech, but China? big miss. in theory you are right - economics 101. but free trade doesn't work if your partners aren't playing by the rules. class prisoners dilemma - China has defected for 2 decades... time for US to return the favor.

[Justin Rose @justinryanrose]

@JustinRose99 heads up, your hotel stay in Hawaii got connected to my account lol. Dm if you need details - I won’t cancel because I assume you need it but obviously I’m not living it up in Hawaii tomorrow so would prefer not to get charged. Good luck on the course.

[Justin Rose @justinryanrose]

@profgalloway Love your posts… but c’mon Scott. If Atlas is the manifesto of “quitters” then quitting is the founding motto of the United States. Leaving a dysfunctional government to start something new, and better, from scratch? Sounds familiar…

[Justin Rose @justinryanrose]

@RepLizCheney Thank you for standing up and for telling the truth, even when it was difficult to do so.

[Justin Rose @justinryanrose]

@CillizzaCNN hey chris, your characterization of the behavior of "divorced dads" is really pretty offensive. i'm divorced - and i do everything i can to raise my daughter in the best way i know how. not cool.

[Justin Rose @justinryanrose]

"Everyone is underestimating how much human mobility will change - and the auto industry will never be the same" https://t.co/osBw3iFuLN

[Justin Rose @justinryanrose]

The U.S. creates far more basic technology breakthroughs than any other country. And then we give it all away.…https://t.co/S3Fx8dzKDa

[Justin Rose @justinryanrose]

Just published some really head-turning analysis and projections for the future of automotive. https://t.co/6b3b3MqkUT

[Justin Rose @justinryanrose]

Brian Collie and I have just published some really head-turning analysis and projections for the future of automotiv…https://t.co/k29esClwAT

[Justin Rose @justinryanrose]

A short HBR piece from Martin Reeves and me on how manufacturers should deal with global uncertainties. More to come…https://t.co/appftKuEOW

[Justin Rose @justinryanrose]

@ScottPaulAAM @dfondiller @BCG long term game. Supply chains don't move overnight. USA needs to reinforce strengths with talent and prod

[Justin Rose @justinryanrose]

@DetroitGearhead @ScottPaulAAM @BCG @dfondiller USA has a lot of advantages but needs to focus driving productivity and building talent.

[Justin Rose @justinryanrose]

@DetroitGearhead @ScottPaulAAM @BCG @dfondiller you are right. Mexico is highly competitive as well - even more than China for many things.