I agree broadly with the author but I think they miss the fact that American EE supply is not going to grow at e.g., 7% year over year. The infra for training new EEs, that is, the technical university, is losing the societial investment and public policy that made it possible.
Do you really think that the university is going to be the bottleneck? I have to imagine that sometime in the next decade, there's going to be some big reorganization to reflect the fact that you can now learn just as well OUTSIDE of a university context. Credentials are going to become less important, standardized testing and examination far more.