The Goldman assessment reaches fundamentally the same determination Farley formulated through his automotive industry perspective: that America's ambitious AI initiative rests on unstable groundwork. All the corporate investment worldwide cannot spontaneously produce certified electricians (Goldman calculates collective budgets increased by exceeding $300 billion for 2026 and 2027). The harsh reality of the AI era signifies that technology displacing one segment of the workforce relies upon another segment that America has failed to develop over decades.
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