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Ironically green energy, EVs, etc is probably one of the best blue collar investments the country could make right now Industries in the US are at an inflectio
by softwaredoug 1y ago
Ironically green energy, EVs, etc is probably one of the best blue collar investments the country could make right now
Industries in the US are at an inflection point, with govt / global market giving conflicting signals. For example car manufacturers need to decide whether to invest in EVs, which is a huge capital investment they won't see return on for maybe a decade. If they dont invest, they won't be relevant outside the few markets clinging religiously to ICEs
Do you layout a billion dollars to try to stay relevant outside the US? Or stick to reliable, if soon shrinking, domestic internal combustion engine business model?[1]
Contrast this with AI where signals are unambiguous from government and investors.
1 - As an example, this $1.6B charge GM is taking https://www.bloomberg.com/news/articles/2025-10-14/gm-to-take-1-6-billion-charge-on-electric-vehicle-pullback https://www.bloomberg.com/news/articles/2025-10-14/gm-to-tak...
- nickff 1y ago>"Ironically green energy, EVs, etc is probably one of the best blue collar investments the country could make right now" People have been saying this for 20 years, and it seems plausible, but it hasn't really worked out (so far).