"We're about 5 million housing units short of what we actually need in the country. Our goal is to enable fully autonomous buildings. An entire portfolio has the ability to run core operations without ..."

"our latest investment in Elise AI. Mina, Tony, welcome to the podcast. Welcome to the portfolio. >> Thank you. Excited. >> Why don't you guys give us give us a brief background or give the audience a ..."

"to solve. >> Alex, why don't you give the perspective from the from the growth team in terms of there's been a lot of players in the space over time. What got you excited about about this space and an..."

"deeper in terms of what are the unlocks to actually improve housing affordability or why don't you give some more context on on the problem? >> Well, for housing affordability, housing supply matters ..."

">> You mentioned we're going in the wrong direction. Can can you share more about why that's happening and and what are the sort of biggest uh regulatory or technological bottlenecks that that need to..."

">> Why don't we go deeper into understanding what uh what needs to be true for it to be a more attractive um asset class? Maybe you can you can sort of walk us through explain a little bit h how the i..."

"which I think is like baseline expectation to to twice as high and then how do you think about the efficient frontier like where should that be in 5 years from now? >> Our goal is to enable fully auto..."

"vision comes true in terms of uh you know fully autonomous or fully automated housing. Uh right now there's a lot of people doing a lot of those activities or or some of them what do they go do? >> I ..."

"a second. So um let's say you know 10 years from now we we have robotics you know we've made some major advances in longevity research um we have AGI um but why don't you paint what what's sort of the..."

"the housing market because all those people this is a fundamental need for all those people. So um yeah we have to find efficiencies uh kind of as I mentioned before it is more housing supply and that..."

"on tech, it actually has the most to benefit from AI. So it maybe is going from the lowest R&D spending to potentially one of the highest spenders on AI because AI has sort of finally unlocked automat..."

"technology is introduced you see a surplus and most of that typically goes back to the consumer. The criticism of prop tech would be is it all going to the property managers and the owner operators an..."

"track uh what's going on in a property? How do you know when appliances come near their end of life and and replace them in in smart and cheap cheap ways? Um, and we feel like all of these problems ca..."

"dropped we're we're launching in healthcare. We launched in healthcare. And and I thought to myself like you know Mina Tony that's insane. Uh what do those two industries have in common? Uh and I I ki..."

">> We we spent a bunch of time earlier talking about why housing costs are so high. It seems like no matter what healthcare costs remain at a sixth or a fifth of the of of the economy. Is it that we'r..."

"go back in time um you know knowing what you know now uh what might you have you done differently? >> I probably would have started with affordable housing actually. Affordable housing has kind of eve..."