logo
episode-header-image
Aug 21
39m 22s

Can AI Fix Housing and Healthcare Afford...

Andreessen Horowitz
About this episode

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

 

Stay Updated: 

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://x.com/eriktorenberg

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.

Up next
Yesterday
Ben Horowitz on How a16z Was Built
Erik Torenberg sits down with Ben Horowitz, Cofounder of a16z, for a candid conversation on venture capital, leadership, and the future of innovation. Recorded live at a16z’s Menlo Park offices in 2023, Ben shares practical wisdom and hard-earned lessons on navigating market cycl ... Show More
43m 34s
Aug 22
AI and Accelerationism with Marc Andreessen
Marc Andreessen, cofounder Andreessen Horowitz, joins the Hermitix podcast for a conversation on AI, accelerationism, energy, and the future.From the thermodynamic roots of effective accelerationism (E/acc) to the cultural cycles of optimism and fear around new technologies, Marc ... Show More
1h 9m
Aug 20
Oren Cass & Noah Smith Debate the True Impact of Tariffs
Do tariffs help rebuild American manufacturing or hold it back? In this episode, American Compass founder and chief economist Oren Cass sits down with commentator and author Noah Smith and a16z General Partner Erik Torenberg for a lively debate on the future of U.S. industry. The ... Show More
1h 12m
Recommended Episodes
Jun 15
Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]
My guest today is Dinakar Singh. Dinakar is the founder and CEO of Axon, the family office successor to TPG-Axon, which was a successful global long-short hedge fund. We wanted to share his story on Father’s Day to honor the person and the dad that Dinakar is. He shares one of th ... Show More
46m 49s
Jul 2024
Hemant Taneja - Engineering Global Resilience - [Invest Like the Best, EP.382]
My guest today is Hemant Taneja. Hemant is the CEO and Managing Director of General Catalyst, the global venture capital firm you’ll hear us refer to as GC. GC has set out to build resiliency across critical industries worldwide. The firm leverages technology to retool sectors su ... Show More
1h 3m
Nov 2024
MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business boo ... Show More
53m 4s
Jul 2024
Investment Science - Scientifically Sound Consulting & Investing with Michael Kelly: An EOFire Classic from 2021
From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Michael Kelly is the founder of I ... Show More
20m 57s
Oct 2024
Kareem Zaki - Small Ideas Attract Competition - [Invest Like the Best, EP.392]
My guest today is Kareem Zaki. Kareem is a General Partner at Thrive Capital and has been at the firm for a decade. In an episode last year, Thrive's founder, Josh Kushner, told me he is the best healthcare investor in the world. Kareem has co-founded three healthcare businesses ... Show More
1h 26m
Apr 2024
AI-Enabled Continuity of Care with Ed and Todd Park
Vijay Pande, founding general partner of a16z Bio + Health, chats with the builders (and siblings) behind Devoted Health, Ed and Todd Park. The Park brothers, with decades of expertise in healthcare and policy, including as EVP and COO at athenahealth (Ed) and Chief Technology Of ... Show More
25m 41s
Dec 2024
Jared Kushner - The Mechanic - [Invest Like the Best, EP.403]
My guest today is Jared Kushner. Jared has lived more lives than just about anyone I know his age. He ran Kushner companies for years, investing in real estate in and around New York City. He owned the New York Observer. He was a senior advisor to President Trump in his first ter ... Show More
2h 54m
Jun 3
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
My guest today is John Zito. John is the Co-President of Apollo Global Management. He shares how they've quietly built one of the most important financial institutions of our time, originating over $250 billion annually. John's thesis on the convergence of private and public mark ... Show More
1h 16m
Sep 2024
Billionaire Naveen Jain Reveals How AI Will Change Medicine Forever | EP #121
In this episode, Peter and Naveen discuss the future of healthcare, how AI will revolutionize our health, and how to raise Moonshot kids.    Recorded on July 22nd, 2024Views are my own thoughts, not Financial, Medical, or Legal Advice. 05:04 | The Cost of Chronic Diseases 38:14 | ... Show More
1h 30m