Comment by softwaredoug

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-tak...