📈 Blue-collar trades boom and a rising premium on human service

Chamath equities w=0.84 · n=160 · E197 (2024-09-27) · explicit_prediction · strength 3 ▶ 1:10:33 SUPPORT

“If you can go and get a trade degree and live an economically productive life where you can get married and have kids and take care of your family and do all the things you want to do, that's going to put an enormous amount of pressure on higher ed.”

Friedberg equities w=0.87 · n=120 · E197 (2024-09-27) · explicit_prediction · strength 3 ▶ 1:16:41 SUPPORT

“There's going to be an incredible blossoming, I think, in human service jobs, and they don't need to have a degree in polysci to be performed.”

Sacks equities w=0.89 · n=96 · E197 (2024-09-27) · sentiment · strength 2 ▶ 1:12:45 SUPPORT

“Some of the work will be more in the blue-collar space, and I agree with Chamath that this is a good thing.”

Chamath equities w=0.84 · n=160 · E214 (2025-02-07) · sentiment · strength 2 ▶ 1:20:15 SUPPORT

“And I think what you see is that when economies get more and more evolved, you see the growth of services, businesses that are these things that can only happen when you have excess. The person that you pay for closet organizing would not have had a job in the turn of the agrarian revolution or the industrial revolution.”

Jason equities w=0.97 · n=105 · E222 (2025-04-05) · sentiment · strength 2 ▶ 1:38:15 SUPPORT

“Then think about generation tool belt. You've got all these plumbing jobs, electrician jobs, construction jobs that pay massively hourly wages that are available for people today. We have too many job openings today.”

Tim Dillon (guest ×0.5) no equities track record · E224 (2025-04-19) · sentiment · strength 2 ▶ 19:47 SUPPORT

“you should destigmatize being an electrician, a plumber, a contractor, all these things that when I was told, when I was growing up, they point to a guy doing construction and go, you're going to do that if you don't do your homework. And then the people that did their homework are all bankrupt. And that construction guy is killing it.”

Sacks equities w=0.89 · n=96 · E236 (2025-07-19) · sentiment · strength 2 ▶ 53:00 SUPPORT POLICY-ADJACENT

“It wasn't just big tech. Yes, Ruth Porat from Google was there. It's also small tech. There was hardware companies, there were robotics companies, but there were also these energy companies. There was nuclear, there was gas. The trade associations were there. It's construction, it's electricians, it's carpenters. And so, there was a huge diverse array of different parts of the economy that are going to experience growth from this AI boom that's taking place.”

Jason equities w=0.97 · n=105 · E238 (2025-08-09) · sentiment · strength 1 ▶ 1:06:00 SUPPORT

“And they're going for trade degrees where plumbers and electricians are making 100, 150k a year.”