Housing and healthcare make up nearly half of household spending, yet both sectors are riddled with inefficiency and rising costs.
In this episode, Erik Torenberg is joined by a16z Growth partner Alex Immerman and Minna Song and Tony Stoyanov, cofounders of EliseAI, to discuss why they’re tackling these critical industries and how AI can transform everything from leasing and maintenance to patient scheduling and compliance.
The conversation covers:
- Why the U.S. is 5 million housing units short — and how technology can help unlock existing supply
- How automation can cut waste, reduce labor costs, and improve affordability
- What fully autonomous buildings might look like, and how that model could extend to healthcare
This is about the costs that touch every household, and the role AI might play in finally bringing them down.
Timecodes:
0:00 Introduction
0:28 Why Housing and Healthcare?
1:17 Technology’s Role in Housing
3:39 Housing Affordability & Supply Challenges
5:42 Regulatory and Capital Barriers
8:30 Improving Efficiency in Real Estate
13:05 Automation and the Future of Property Management
18:28 The Human Role in an AI-Driven Industry
20:35 Financial Engineering & Data Bottlenecks
21:51 The Future of Housing: Robotics, Mobility, and Flexibility
25:29 R&D and Technology Adoption in Real Estate
27:09 Addressing Criticisms of PropTech
29:24 Maintenance, Repairs, and AI Solutions
31:44 Expanding from Housing to Healthcare
32:38 Parallels Between Housing and Healthcare
36:41 The Future of Healthcare Operations
39:09 Lessons Learned & Ultimate Vision for EliseAI
40:55 Closing Thought
Resources:
Link to blog: https://a16z.com/announcement/investing-in-eliseai/
Find Minna on LinkedIn: https://www.linkedin.com/in/minna-song/
Find Tony on LinkedIn: linkedin.com/in/stoyan-tony-stoyanov-07690a53
FInd Alex on X: https://x.com/aleximm
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
