Joanne Feeney
speaker
259 appearances
6 recordings
2 series
first heard Nov 2025
last heard 8 Sep
Joanne Feeney’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
I mean, immigrant labor we know is a big part of the construction industry, both housing and commercial uh builds.
We know it's a big part of travel and leisure industry.
Uh and and so those shortages I think uh will
We'll be constraining.
Um, I've talked to folks who report that they can't get enough roofers to build all the houses they want.
And so they've had to cut their housing building plans back by half this year.
This is a a client down in Texas, for example.
So, you know, we are starting to see that.
I think it is constraining the housing industry, and I think that the construction workers are being pulled into the data center builds, and it's hurting actually other parts of the economy.
So so far they're able to pay up to get the construction labor that they need, but it's certainly something that we need to keep keep uh top of mind.
Yeah, Ed, you know, you and I have been talking about this for a long time.
And right now I think investors are starting, maybe, to parse through where the strength in competitive advantages actually lie.
You know, first, obviously, it's the suppliers to the data center build out, to the you know, enabling of these AI models, like NVIDIA, like Broadcom, which both of which we've owned for a long time for clients.
Um, but now I think people are trying to think about: okay, what about those?
Model companies because although you know most of them are not public, we're starting to see more and more of them.
We saw a couple of announcements in the last week of new very high-powered models out of China.
We're seeing the price of the implementation of AI in terms of the token costs falling.
And it just seems like there's you know a concern that the model makers are gonna struggle to be able to continue to differentiate.
What they're offering.
And that suggests profit margins they are going to be challenged, and that you'd better look elsewhere.
Showing 41–60 of 259 · page 3 of 13
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