electricians

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about electricians, oldest first

Feb 5, 2026 positive
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”
Jul 16, 2026 negative
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
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