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ESSAY 001

Should I Open a Chain of Mechanic Shops?

A Thesis on AI-Proof Jobs
BY LAKE AIRDROPIT'S ALWAYS SOMETHING

That's not a real question: I'm very much not a mechanic.

But in all seriousness…

I just saw a tweet saying the average new car price is $51k??? Maybe I'm just broke (who isn't in this economy???) but that sounds like a lot. The car prices keep going up but the salaries don't AND they're tryna replace us with AI smh. Mind you, this the price before you talk about insurance, repairs, and gas. Imagine the monthly payment on a $51k car lol. They're writing articles telling us the economy is "stable" but read that sticker price again and tell me if you can afford a $51k car. Just wondering! But anyway on to the main point, which is that if we can't afford new cars, then we'll probably just keep buying old ones or keeping the ones we have. And if we're keeping the ones we have, repair, maintenance, etc. become a LOT more important.

A tweet saying the average new car now costs $51,613 lands as another piece of confirmation for what people have BEEN saying: the economy is COOKED right now. People don't need a press conference from Jerome Powell (the dude with glasses that gets on TV to tell us inflation is a figment of our imagination) to know that replacing a car has become harder to justify. They feel it when they look at monthly payments, insurance, repair quotes, gas, and the cost of almost everything else at the same time. Even where headline data suggests parts of the economy have stabilized, the lived experience for a lot of consumers is still one of constraint. A new car is a whole thing now – it always was but more than ever; prolly hasn't been this hard to get a new car since Ford invented cars damn near. Repair is probably the affordable path for most of us right now, to the maximum extent possible. Maintenance isn't something to play with. The question changes from "Should I get something new?" to "How long can I intelligently keep this one on the road?"

Average new-vehicle prices have remained extremely high by historical standards, topping $50,000 in recent data, while longer loan terms have become more common as buyers strain to make payments work.

That is the first level of my thesis on this stuff: expensive replacement supports repair demand. But the more interesting level is what happens after that. When replacement gets harder, the national car age rises. That is already visible. The average vehicle age in the United States hit a record 12.6 years, according to S&P Global Mobility data reported by the AP, which is a simple but powerful signal: people are holding onto cars longer because they have to, or because the alternatives do not feel attractive enough to justify the switch. An older fleet does not just create more oil changes and brake jobs. It creates more demand for diagnostics, suspension work, electrical troubleshooting, drivability fixes, HVAC repair, calibration, and the whole stack of services that come with keeping aging vehicles functional in a world where the vehicles themselves are increasingly complicated.

That is why I think there's a very real opportunity that isn't adequately captured by the "learn a trade" discourse. The better argument is that automotive service is becoming more valuable precisely because cars are now both more expensive to replace and more complex to maintain. The labor market reflects that durability. The Bureau of Labor Statistics projects roughly 70,000 openings per year for automotive service technicians and mechanics over the 2024–2034 period, largely because of replacement needs and continued demand for service work. That is not a hype-cycle number. It is better than that. It suggests a labor category with staying power: local, hands-on, technically evolving, and relatively insulated from the kinds of white-collar automation pressures that are reshaping routine office work (in other words, jobs that are safe from AI!!!).

Where the thesis gets especially interesting, though, is on the operator side. The same forces that make the sector attractive also make it hard. Small independent shops are not struggling because the need for their services has disappeared. They are struggling because the bar to compete has risen. Modern vehicles require more software literacy, more specialized tools, more scan-tool capability, more calibration work, more electrical competency, and more ongoing training than the old stereotype of a mechanic shop suggests. Advanced Driver Assistance Systems (ADAS, basically the systems that allow cars to be fully or partially self-driving) features alone push repair further into a world of sensors, cameras, calibration, and risk-sensitive diagnostics. That means the winning business is probably a service platform built around technician development, workflow discipline, diagnostics-heavy capability, and customer trust. Basically, what makes this type of business hard to run also makes it a good long-term bet.

This is where training becomes central rather than secondary. If the supply of strong technicians is constrained, then a company that can recruit, train, retain, and upskill talent has an edge that is both operational and strategic. Ford's public comments and related reporting on unfilled technician roles point to the same issue from the OEM side: there is real concern about the shortage of qualified mechanics, even for jobs paying well into six figures. That shortage becomes even more important as vehicles become more digital and hybridized. A serious operator in this space should not think of training as overhead. It should think of training as infrastructure. The best version of the business would probably function almost like a technician academy attached to a service brand: standardized onboarding, repeatable diagnostic protocols, manufacturer-specific learning paths, EV and hybrid safety training, ADAS calibration competency, and a clear ladder for advancement. The labor shortage is not just a challenge to manage. It is one of the core reasons scale can matter here.

The other overlooked piece is branding. Most repair shops still communicate like interchangeable utilities. They market price, convenience, and vague trustworthiness, then wonder why customers default to whoever is closest or cheapest. But in a market where people are being asked to spend real money to preserve a depreciating asset, brand matters more than people think. Consumers are not just buying labor hours. They are buying confidence that a diagnosis is accurate, that a repair is worth doing, and that they are not being taken for a ride. A strong brand can reduce that fear. And unlike most legacy operators, a new entrant with real media instincts could build a brand that does more than advertise. It could educate. It could document repairs, explain modern vehicle complexity, show behind-the-scenes technician work, build authority around EV and hybrid service, and create an actual public identity around keeping cars alive intelligently rather than merely fixing what broke. In that sense, branding is not cosmetic. It is part of the operating system.

There is also a strategic reason to focus on diagnostics-heavy work, EVs, hybrids, and calibration rather than just general service. As vehicles become more software-mediated, access to data, tools, and repair information becomes a competitive fault line. The right-to-repair fight is evidence of that. Automakers have resisted broader independent access to vehicle data and repair systems, while lawmakers, courts, and advocates continue to push the other way. Reporting on the Massachusetts vehicle-data battle, Senate scrutiny of automaker data practices, and recent litigation alleging dealer-only repair lock-in all point in the same direction: the future of repair is not just about turning wrenches. It is about who gets access to the digital layer of the vehicle. That raises the ceiling for sophisticated independents, but it also raises the stakes. The next-generation winner will likely be the shop or platform that combines physical service capability with software fluency, compliance discipline, and equipment investment.

The supply-side backdrop matters too, even if it should not be overstated. The pandemic-era chip shock revealed how fragile automotive supply chains were, and more recent reporting shows automakers stockpiling vehicles and thinking defensively again amid geopolitical disruptions because they do not want to get caught flat-footed the way they did before. I still think it is fair to say there are plausible reasons replacement economics could remain pressured for a while, even if not "forever." It does not take a permanent crisis to shape consumer behavior. Three to five years of elevated costs, financing strain, supply vulnerability, and general economic caution is plenty of time to change how people behave toward their cars. The aftermarket does not need permanent scarcity to benefit. It just needs replacement to remain unattractive often enough that preservation wins more decisions.

Basically: the opportunity isn't just that cars are expensive. It is that expensive cars, an aging fleet, technician scarcity, rising vehicle complexity, and weak independent-shop infrastructure have together created an opening for a modern service platform. The operator who wins will not just fix cars. They will build a system for training technicians, handling increasingly digital repairs, standardizing quality, and making consumers feel smart rather than desperate when they choose repair over replacement. That is why this space is more interesting than the usual "go into the trades" cliché. It is not merely a labor story. It is a training story, an operating story, and a branding story hiding inside a maintenance market.

IT'S ALWAYS SOMETHING · 001
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