A (19:23)
So, first of all, you know, Tommy, one of the things that I've really admired about you, knowing you for the past six or seven years, is the heavy duty investment that you have placed into your employer brand, your training facilities, your overall talent acquisition infrastructure is something that you have spent millions of dollars on and a lot of brain power on over the last decade. And it shows. And you're. And you're riding. You're enjoying the benefits of that investment. I want to actually take this a step further because you mentioned something and say, guys, it's going to get competitive. So I just explained the supply side of the equation. I want to talk as well about the demand side of the equation when you talk about it's going to get competitive. If you guys think you're busy right now in whatever business you run, listening to Tommy's podcast, if you're doing garage doors, great. If you're doing a home service of some sort, like junk removal or property maintenance, great. If you're, if you're building homes, if you're installing roofs, it doesn't matter. The wave of demand forces on the way over the next 10 years is insane. And I'm going to just, I'm going to paint you a bit of a picture. So this AI race that you hear the tech leaders in Silicon Valley talking about, this is no joke. This is not just some kind of like cool buzz line that the journalists are posting about to get clicks. This is what's happening. The investment, both in terms of capital and policy that are going into AI, predominantly data centers and then our energy infrastructure to power those data centers is insane. I'm going to give you a few stats right now. Data centers currently use about 4.4% of the electricity in the United States of America. By 2028, that's three years from now, they expect it will use those, will use 12%. So as a percentage of our total consumption, data centers are going to triple in three years. We're projecting a 25% increase in energy demand by 2030, a 78% increase by 2050. So that's what we need now. The Hyperscalers, Amazon, Google, OpenAI, Anthropic and the rest meta are going to spend $350 billion on data centers this year. The federal government is unlocking funds, deploying federal sites, they're cutting bureaucratic delays, they are unlocking this thing and they're saying, guys, let's effing go on this, by the way, as if anyone's listening to this and they want to go deep on this, go look up a YouTube video called Stargate Mega Mega Factory. And it's a 20 minute, kind of like walkthrough of this build they're doing in Abilene, Texas. It's a 500 billion dollar build. There's seven more projects at that scale or bigger on schedule over the next five years and there's going to be more coming. So we, we as a country, I'm Canadian, but we as a, let's say we as a, as a continent are building right now. Heavily. In addition to that, we have a housing crisis that is backlogged beyond belief. The top 100 builders in the United States of America would have to double for a decade, double their output for a decade, just to catch up. That wouldn't even catch up with the current demand moving forward. It's just to catch up with. We are right now we have a massive spike in remodels and home services. $500 billion a year spent in people fixing their homes. Right. And that's going to go up as well because nobody can afford to build a new one. And then this is where, this is where the whole thing gets kind of gets flipped on its head, Tommy. This is why I get, like, really energetic and excited about this. So those are all things that are increasing demand for blue collar businesses. Where this gets nutty is there's going to be massive entry level displacement on the horizon. So I said this earlier. The anthropic CEO, Dario Amodai, this guy is the leader they make. Claude. He says that 50% of all entry level white collar jobs within the next five years are going to be redundant, potentially pushing unemployment to 20%. There's an ex Google exec named Mo Gaudet. He's done a bunch of rounds of podcasts. He's pretty recognizable at this point. He predicts widespread disruption across the technology and knowledge industry by 2027. And so here's the plot twist that no one saw coming. It's like, guys, guess who's hiring? AI, economics, policy and demographics all converging at one time to make two things, two things true at once. There's increasing demand for your services, which were already high. And now, miracle of all miracles, we are increasing the talent supply for your teams, which has been the single biggest obstacle for the last 20 years. So you get more demand, which is already good, and you get a whole bunch of people who are looking for jobs and, and you desperately need to hire people. So I'm like, when I say I'm putting it all on the S and P blue collar, that to me is. That to me is the plot twist no one saw coming. And I think it's an incredible, incredible, incredible time to be a blue collar worker, blue collar leader, blue collar entrepreneur. The story. But, but, and there's a big but here. We do need to evolve as an industry. We do need to get better. There are kind of, you know, six things that I think are absolutely situation critical for leaders to be on top of. But I'm skipping ahead here. Are you seeing, you mentioned a Sec ago, Tommy, like 68 new people to your to training that had never been in the industry. Do you think that that is connected in any way to this sort of trend that I'm observing and talking about?