Fortune | FORTUNE 12小时前
Lowe’s CEO warns young workers to stay away from the corner office: ‘AI isn’t going to fix a hole in your roof’
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劳氏CEO马文·埃利森认为,尽管AI发展迅速,但其对劳工市场的影响仍有局限。他建议年轻人专注于AI无法取代的技能,特别是技术行业,以应对就业挑战。埃利森的观点与一些商业领袖的看法相呼应,他们认为技术行业,如建筑、公用事业等,对新毕业生的需求正在增长。黑石CEO拉里·芬克也强调了技术工人,特别是电工的短缺问题。麦肯锡的一份报告指出,由于现有技术工人老化,年轻人掌握关键技术技能的需求更为迫切。

💡劳氏CEO马文·埃利森指出,AI无法取代需要实际操作的行业,如建筑、维修等,这为年轻人提供了就业机会。

📈LinkedIn的2025届毕业生指南显示,建筑、公用事业以及石油、天然气和采矿业是新毕业生增长最快的行业。

⚡黑石CEO拉里·芬克警告称,美国可能面临电工短缺,部分原因是需求增长和熟练工人被驱逐出境。

🔧美国劳工统计局的数据显示,未来十年对管道工、屋顶工和电工的需求预计将增长,且增长速度快于全国平均水平。

👴麦肯锡报告强调,由于现有技术工人老化,年轻人掌握关键技术技能的需求更加迫切,招聘可能超过新工作岗位的增加。

But, according to Lowe’s CEO Marvin Ellison, the realities of AI’s impact on the workforce is far more grounded.

“AI isn’t going to fix a hole in your roof,” Ellison, chief executive of the home improvement retail giant, said at Business Roundtable’s CEO Workforce Forum earlier this month.

“It’s not going to respond to an electrical issue in your home,” he said. “It’s not going to stop your water heater from leaking.”

Particularly for Gen Z, who are facing an uphill battle thanks to slowed hiring among recent graduates, Ellison reassures them there are job opportunities—as long as you are willing to give up dreams of the corner office.

“When young people come to me and they desire to work in the corporate office, my advice to them is: Stay as close to the cash register as you can,” he said. “Stay close to the customers because you will always have employment opportunities to grow.”

And while his words may sound ironic considering how technology is the reason for self-checkout, Ellison is a believer that mastering the skills AI doesn’t have is a wise move.

Ellison didn’t immediately respond to Fortune‘s request for comment.

Rising demand for skilled trade workers

Ellison’s comments come at a time when there’s a fierce debate among business leaders about the impacts of AI, especially on young talent. Anthropic’s CEO Dario Amodei has warned the technology could wipe out half of all entry-level, white-collar jobs and Amazon recently announced they will soon cut their corporate workforce thanks to the technology. However, OpenAI’s chief operating officer Brad Lightcap is more optimistic.

“We look at the problem and opportunity of deploying AI into every company on earth, and we have yet to see any evidence that people are kind of wholesale replacing entry-level jobs,” Lightcap said on the Hard Fork podcast.

Some business leaders agree one growing pathway to success is the skilled trade industry. After all, construction, utilities, as well as oil, gas and mining are the fastest-growing industries for new grads, according to LinkedIn’s 2025 Grad Guide.

BlackRock CEO Larry Fink said earlier this year electricians in particular are so desperately needed the U.S. could run out of them—thanks in part to growing demand and the deportation of skilled workers.

“I’ve even told members of the Trump team that we’re going to run out of electricians, that we need to build out AI data centers,”  Fink told an audience at CERAWeek, an S&P Global energy conference hosted in Houston. “We just don’t have enough.” 

According to the U.S. Bureau of Labor Statistics, demand for plumbers (6%), roofers (6%), and electricians (11%) is expected to grow over the next decade—and each rate is faster than the national average of all occupations.

However, a McKinsey report suggests the need for young people to pursue critical trade skills is even more dire due to the aging of existing skilled trade workers; in fact, hiring for critical skilled roles could be more than 20 times the projected annual increase in new jobs between 2022 and 2032.

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