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skilled labor

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 25, 2025 by AJ Dye · across every show →

Everything said about skilled labor, oldest first

Jun 25, 2025 neutral
Assertion Not checkable as stated
Dye: Data center bottlenecks shifted from GPUs to power and labor
“In data centers, the constraints now are, you know, a year ago was much more around GPUs and certain pieces of equipment inside the data center stack, and now the primary constraints are really more power and skilled labor.”
AJ Dye Jun 25, 2025 ▶ 26:37 Bridging Investment and Operations: AJ Dye on Scaling Tech with Vertex Innovations and Unifi Ventures
Mar 10, 2026 positive
Opinion
Venkatachalam: Short-Term AI Unlocks Latent Demand Rather Than Eliminating Jobs
“So in the short term, what we're seeing is there are a lot of areas where there is a shortage, especially of highly skilled labor. It's not just unskilled labor. And there are organizations that are actively looking to hire and can't find people. And this crea…”
Sandhya (Sonia) Venkatachalam Mar 10, 2026 ▶ 11:31 Redefining the AI Application Layer with Sandhya Venkatachalam of Axiom Partners | The Innovators & Investors Podcast
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