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Anand Mahindra Warns Skilled Trades Scarcity Is Bigger Threat

bySahiba Sharma
Nov 19, 2025 12:15 PM
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While global attention remains fixated on the threat of Artificial Intelligence (AI) displacing white-collar employees, Mahindra Group Chairman Anand Mahindra has sounded a powerful alarm about a far more immediate and critical threat: a crippling shortage of skilled tradespeople. 

Anand, echoing concerns raised by Ford CEO Jim Farley and tech billionaire Elon Musk, termed the issue a “silent labour emergency,” asserting it is a “far bigger crisis” than AI-led displacement.

The warning highlights a fundamental structural flaw in the modern workforce, rooted in decades of societal preference for academic degrees and desk jobs over vocational expertise.

Anand Mahindra Flags Unfilled Roles as the The Imminent Crisis

Anand’s commentary was spurred by a startling revelation from Ford CEO Jim Farley, who highlighted the sheer magnitude of the gap in essential blue-collar roles. 

Jim noted that Ford currently has 5,000 mechanic jobs unfilled in the U.S., many of which offer competitive salaries of around $120,000 a year, yet find no takers.

This crisis extends well beyond the automotive industry

Data indicates that over a million essential roles in plumbing, electrical work, trucking, and manufacturing across the United States lie vacant. 

This deficit is immediately straining critical industries and affecting national manufacturing capacity and essential services. 

As Anand summarized, “This isn’t the future. It’s happening now.”

The Paradox of AI and Scarcity

Anand argues that the societal obsession with ‘degrees and desk jobs’ pushed skilled trades down. This action relegated them to the bottom of the aspirational ladder.

This cultural hierarchy now clashes with economic reality:

  • AI Immunity: The roles suffering the greatest scarcity—mechanics, electricians, plumbers—are precisely the ones AI cannot replace. They demand physical dexterity, real-world expertise, apprenticeship-led mastery, and on-the-ground judgment.
  • Musk’s Endorsement: Tesla CEO Elon Musk reinforced this view, stating that America has a major shortage of people. This shortage includes people who can do challenging physical work or even wish to train for it.

The Value-Discovery Revolution

Anand posited that this scarcity is sparking an economic revolution not through conflict, but through “value-discovery.” 

The scarcity and indispensability of skilled workers are set to redefine the career landscape.

“Are we about to witness a reset in what society considers a dream career?” Mahindra asked. 

He concluded that if the trend persists, “the biggest winners of the AI era will be the people who can actually build, fix, and keep the world running,” suggesting that blue-collar expertise could become the new ‘gold-collar’ profession, challenging decades of ingrained societal bias against vocational training. 

The immediate urgency demands policy changes and renewed funding for apprenticeships to fill this critical gap.


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