3 ms·
There's a bigger trend that isn't going away any time soon. Basically we are at the beginning of what will be a decades long s-curve in terms of electrifying ab
by jillesvangurp 3mo ago
There's a bigger trend that isn't going away any time soon. Basically we are at the beginning of what will be a decades long s-curve in terms of electrifying absolutely everything that we possibly can across essentially every sector.
This is being driven by the plummeting cost of electricity. Mostly our inefficient and obsolete grids somewhat hide this trend. But those that have been experimenting with off grid installations or are playing early adopters by putting a lot of solar panels and batteries in/on their houses are starting to figure out that once you have these in place, the marginal cost of power is basically zero. The hardware isn't that expensive. The process of getting it installed currently is. Mainly because of the scarcity of skilled labor and the amount of bureaucratic overhead needed for permitting, certification, and the cost of the people doing that work.
But the big picture here is enormous amounts of industrial processes, domestic heating, charging infrastructure, grid infrastructure, etc. related hardware will need installing over the next decades. And most of that will involve electricians. Data centers might be a bit of a bubble. But I don't think that will go away completely and there's going to be no shortage of other stuff that also needs to be installing.