PERSON DIRECTORY
Alex Immerman
Alex Immerman appears in 2 indexed conversations across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
AI, Infrastructure, and the Next Investment Cycle
David GeorgeSarah WangAlex ImmermanSantiago Rodriguez
AI’s rally is being driven by earnings rather than multiple expansion, with the S&P 500 below 20 times earnings while growing about 15%.Capex is projected to rise from $416 billion in 2025 to about $780 billion in 2026 and exceed $1 trillion annually from 2027; enterprise adoption remains concentrated in pilots, with inference-cost declines and workflow deployment as catalysts.
Can AI Fix Housing and Healthcare Affordability?
Erik TorenbergAlex ImmermanMinna SongTony Stoyanov
Housing and healthcare consume about 42% of a typical household’s income, while EliseAI targets administrative waste rather than treating software as a substitute for new housing supply.Buildings using EliseAI recorded 2% higher occupancy versus market, while customers cut listing-to-lease times from about 30 days to under 14 and maintenance completion from four or five days to under 48 hours.The larger thesis is that more profitable operators could attract construction capital, but consumer savings still depend on mass adoption and competitive pass-through.