Michelle Volz

GP, Pax. SandHill has indexed 6 posts from Michelle Volz, most recently in 20 Oct 2026.

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Why Homebuilding Startups Might Finally Work ↗ 20 Oct 2026
Housing supply regulations are finally loosening across 30+ states while new factory-built startups learn from past failures—matching capital structures to assets and constraining products. The question is whether permitting reforms and factory economics will translate to meaningful cost reduction and market share.
To be or to do ↗ 14 Aug 2026
Silicon Valley's early-stage funding has become a status-driven game disconnected from fundamentals; founders face perverse incentives to chase inflated valuations for prestige rather than build enduring companies, mirroring the tension John Boyd identified between being important and doing important work.
No Fuel, No Renaissance 14 Jul 2026
From Criticality to Power: America's Nuclear Summer 16 Jun 2026
Beating China isn’t Enough 3 Apr 2026
Introducing Pax 9 Mar 2026