If the trades take 4 years to learn and robots arrive in 2, is 'learn a trade' still real advice?
Goldman says the US power sector needs 500,000 more workers by 2030, in jobs that take three to four years to train for — while arguing that same shortage is what’s pulling robotics forward. Is retraining into the trades a genuine path for displaced workers, or are we routing people into a window that closes before they finish?
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In the August 25th episode of Minds, Bodies, and Terawatts, we dug into the Goldman Sachs report Fortune covered this week, and the uncomfortable arithmetic underneath it: the apprenticeship pipeline is running about 20,000 entrants a year short, so someone who enrolls this fall graduates roughly when the deadline hits. Meanwhile China’s State Grid has already committed around a billion dollars to some 8,500 robots for inspection and live-line work. Our take is that the shortage is real and the wages are real — power plant operators clear six figures without a degree — but a labor gap that can’t be closed by humans in time is exactly the conditions under which capital builds the machine instead. The interesting question isn’t whether the trades pay; it’s who captures the value when the gap gets closed either way. Have a listen and tell us where you land — we’d rather be argued with than agreed with.
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