Electricians

topic on 10 shows · 24 statements across 17 episodes

American Optimist BigDeal No Priors Sourcery Catalyst the Green Blueprint the MAD Podcast Big Technology All-In 20VC

24 statements about Electricians, every show

BIGDEAL Assertion Contradicted
Adelman: The United States faces a shortage of two million electricians
“We're short two million electricians in the country. Two million.”
David Adelman Aug 24, 2026 ▶ 33:48 Billionaire Investor: How I’d Go from $0 to $1M in a Year | David Adelman
BIGDEAL Assertion Contradicted
Adelman: U.S. electricians are currently earning almost $200,000 a year
“Electricians are making almost 200,000 a year right now.”
David Adelman Aug 24, 2026 ▶ 33:52 Billionaire Investor: How I’d Go from $0 to $1M in a Year | David Adelman
CATALYST Assertion Not checkable as stated
Developers build trailer camps for traveling electricians in smaller data center markets
“There's a lot of that at data center sites where you are bringing the labor especially in these tier three, tier four markets, and providing places for them to live and eat and stay so that they can be near the job. Because, you know, 40 miles outside Jackson,…”
Raymond Hawkins Aug 6, 2026 ▶ 6:37 The electrician shortage slowing the AI boom
CATALYST Assertion Not checkable as stated
Data center construction relies heavily on a 'travel nurse' model for electricians
“The journey part of it or the travel part of it, just like travel nurses, there's a lot of that. It was all over our marketplace.”
Raymond Hawkins Aug 6, 2026 ▶ 7:51 The electrician shortage slowing the AI boom
CATALYST Assertion Contradicted
Hawkins: Electrician costs have tripled over the last decade
“Without a doubt. Yeah, the electrician the cost for electricians You know, I'm going to give you a, you know, estimate has tripled in the time I've been in the business. Yeah. In the last decade.”
Raymond Hawkins Aug 6, 2026 ▶ 11:20 The electrician shortage slowing the AI boom
MAD Prediction Held up
Katti: Skilled labor shortages will become an increasing bottleneck for AI expansion
“No, I think there is definitely a shortage of electricians, plumbers, all kinds of trades, you name it. So anything we can do to train more folks to be able to do those, there are very well-paying jobs that a lot of us, all of the hyperscalers, all of the labs…”
Sachin Katti Jul 16, 2026 ▶ 39:55 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
CATALYST Assertion Supported
Hershman: 85% of solar labor is mechanical, not skilled electrical
“If you think about a solar project, You know, probably 85 to 90% of that is really, you know, labor and mechanical labor, right? You are, we're putting posts in the ground, we're bolting together racking systems, and we're installing modules. And then, you kno…”
George Hershman Apr 30, 2026 ▶ 12:04 How AI is modernizing EPCs
NO PRIORS Assertion Supported
Tiwari: Near-term AI power bottlenecks are electricians, steel, and physical components
“Like, you can't get steel. You can't get you can't find enough electricians to build out, you know, the power infrastructure. Substations, transformers, air chillers. These are, like, very specific power infrastructure needed to just get to a point where you c…”
Neil Tiwari Feb 26, 2026 ▶ 27:08 Who's Actually Funding the AI Buildout?
20VC Prediction Not checkable as stated
Siemiatkowski: Non-tech SMBs will buy off-the-shelf software rather than vibe code
“I don't think the plumbing firm, the electrician of the future will code the VibeCode this themselves. Definitely not. They will buy off-the-shelf products for this.”
Sebastian Siemiatkowski Feb 16, 2026 ▶ 7:38 Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
MAD Assertion Supported
Patel: Electrician and plumber wages are skyrocketing from AI expansion
“Electricians wages are skyrocketing, you know, et cetera. Right. Like the plumbers wages are skyrocketing.”
Dylan Patel Feb 5, 2026 ▶ 1:03:30 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
NO PRIORS Assertion Not checkable as stated
Huang: Electricians supporting AI infrastructure are seeing paychecks double
“The number of the late skilled labor that's necessary to support this new industry in the near term, it'll be enormous. Let's just face it. I'm so excited to hear that electricians are seeing their paychecks double.”
Jensen Huang Jan 8, 2026 ▶ 7:36 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
AMERICAN OPTIMIST Prediction Not checkable as stated
Sununu: Electricians, plumbers, and mechanics will be tomorrow's millionaires
“The challenge you're gonna have is the electricians, the plumbers the mechanics, these guys are making a fortune now, and I love it. These are tomorrow's millionaires.”
Chris Sununu Dec 30, 2025 ▶ 27:53 These Jobs Will Skyrocket in the AI Economy · Joe Lonsdale
ALL-IN Assertion Contradicted
Chamath claims specialized power grid electricians earn up to $800,000 annually
“These electricians now get paid five, six, seven, 800,000 dollars a year, which by the way, just FYI, is more than most engineers in Silicon Valley, ok?”
Chamath Palihapitiya Dec 13, 2025 ▶ 1:10:06 Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
BIG TECHNOLOGY Assertion Not checkable as stated
Luria: AI data center technicians earn double and fly on private jets
“If you're an electrician right now, or an HVAC technician, boy are you making bank. You're getting flown on private jets to, and making twice as much money, so you can install a data center.”
Gil Luria Nov 17, 2025 ▶ 57:26 AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
SOURCERY Prediction Not checkable as stated
Oetting: Trade labor robotics is much further off than software automation
“Maybe robotics will get there and there'll be, you know, a real sort of conflict between, you know, whatever robot can do electrical work and electricians. But I think that's much farther off than you know, automating low-level web design.”
Drew Oetting Aug 22, 2025 ▶ 43:38 How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic · Sourcery with Molly O'Shea
ALL-IN Assertion Supported
Pichai: Mismatch between electrician workforce supply and projected AI energy demand
“If you look at the number of electricians leaving the workforce, Versus suddenly all of us, and you project out this demand, there's a huge mismatch, right?”
Sundar Pichai May 16, 2025 ▶ 38:13 Sundar Pichai, CEO of Alphabet | The All-In Interview
GREEN BLUEPRINT Assertion Not checkable as stated
Hamilton: Clean Energy Transition Needs 1 Million More Electricians
“We need, like, another million electricians where we need a 104 113,000 construction workers, 764,000 manufacturing workers. This is across all clean energy sectors.”
Katherine Hamilton Dec 22, 2023 ▶ 40:24 The storylines of the energy transition in 2023
GREEN BLUEPRINT Assertion Partly supported
Del Chiaro: Pending proposal restricts solar installations to licensed electricians
“There's a proposal right now pending before a licensing board called the California Contractor Licensing Board that would require solar and storage distributed to be only installed by electricians.”
Bernadette Del Chiaro Oct 6, 2023 ▶ 41:12 Can California pull off its clean energy ambitions?
CATALYST Insight
Reyes: On-the-job electrical training slows project timelines and cuts profits
“It's not just a matter of, hey, yeah, let me hire people, and then, because you have to go with them through training, and so it might take you a month to two months for them to be ready to finally go out on the field, know how to interact with customers, and …”
Buddy Reyes Mar 9, 2023 ▶ 11:58 The Carbon Copy: The great electrician shortage
CATALYST Assertion Supported
Pontecorvo: Median Bay Area electrician salary is roughly $90,000
“The median salary for an electrician in the Bay Area is about 90,000 dollars, and a lot of people make six figures.”
Emily Pontecorvo Mar 9, 2023 ▶ 15:45 The Carbon Copy: The great electrician shortage
On-the-Job Apprentice Training Cuts Into Electrical Contractor Profits
“Because it's not just a matter of, hey, yeah, let me hire people, and then, because you have to go with them through training, and so it might take you a month to two months for them to be ready to finally go out on the field, know how to interact with custome…”
Boren Reyes Jan 11, 2023 ▶ 8:07 The great electrician shortage
GREEN BLUEPRINT Assertion Not checkable as stated
Contractors Cannot Hire Experienced Electricians Because Everyone Is Employed
“That is correct. That is correct. Cause all the people that currently know how to do the work, they're currently busy. I mean, if they're currently taken by other companies and then now they're getting paid really, really good.”
Boren Reyes Jan 11, 2023 ▶ 9:04 The great electrician shortage
GREEN BLUEPRINT Assertion Supported
Bay Area Electricians Earn a Median Salary of $90,000
“The median salary for an electrician in the Bay Area is about 90,000 dollars, and a lot of people make six figures.”
Emily Pontecorvo Jan 11, 2023 ▶ 11:54 The great electrician shortage
GREEN BLUEPRINT Assertion Supported
Electricians Can Earn as Much as Engineers and Outearn Teachers
“Showing showing how much money they can make, that, that is just the key. Because they can make just as much as, you know, an engineer. They can make more, you know, than a teacher. They can make more than You know, a person that will spend their time, you kno…”
Boren Reyes Jan 11, 2023 ▶ 22:43 The great electrician shortage

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