Core Viewpoint - There is increasing investor interest in AI voice agent startups, particularly in sectors like property management and healthcare, with EliseAI being a notable example that has recently raised $200 million at a pre-money valuation of $2 billion, doubling its valuation from the previous year [3]. Group 1: Company Overview - EliseAI develops AI solutions for property management and healthcare, including voice assistants that handle calls from residents and patients [2]. - The company has secured $83 million in annual recurring revenue (ARR) by the end of 2024, with a goal to double this to approximately $160 million by the end of the year [4]. Group 2: Market Potential - Both property management and healthcare industries face similar challenges, such as repetitive inquiries and high call volumes, making them suitable for AI-driven automation [5]. - The enthusiasm for new AI technologies in these sectors is high, indicating a strong market potential for EliseAI's offerings [3]. Group 3: Competitive Landscape - There are concerns among investors regarding the competitive barriers for vertical AI voice startups, as competitors can easily pivot to target similar industries [6][7]. - Companies like Entrata and Hippocratic AI are already focusing on property management and healthcare, raising questions about the sustainability of EliseAI's data advantages [7].