Mike Venerable

Partner at The Ohio Fund. Investing across the economy in the State of Ohio. Former seed/early stage investor and software founder.

[Crémieux @cremieuxrecueil]

Eli Lilly has done it.

They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol.

That means they'll be able to effectively prevent most heart disease with a single infusion!

[Mike Venerable @mvenerable]

@nick_field90 Po

[Winston @ChurchillWw]

US manufacturing capacity has shown solid growth for 16 consecutive quarters, indicating a consistent trend.
This is the first sustained expansion of US manufacturing capacity in nearly two decades.

What makes it more interesting is that many of the sectors leading the expansion are those that feed back into production itself: business equipment (+4.6% YoY), machinery, electrical equipment, fabricated metal, and computer and electronic products.
https://t.co/sSYagpp85O

[a16z @a16z]

"We don't have enough machinists. We don't have enough quality inspectors. We don't have enough welders in the country."

Hadrian CEO Chris Power on how a modern software-driven factory works differently from traditional manufacturing:

"At that task level, we have to get them 90% more productive."

"If you want to train a Navy welder today it's going to take you a decade. So we have to augment the skills with software."

"The flexibility to constructing something like a submarine demands is incredibly what we call high-mix, low-volume."

"If you're building a Toyota Camry you're making 20,000 of them a year... You can easily automate a million iPhones."

"What the software enables is running at that level of factory productivity but with the flexibility that something like a submarine demands."

"So it's really the velocity and agility and reducing the amount of people because we just don't have the people in the US."

"We have to get this productivity uplift with software and a new workforce."

@2112Power @HadrianInc @davidu

[InfantryDort @infantrydort]

What is your objective here General @StanMcChrystal ?

I will forever be confused about your character arc. I remember you. I never met you, but I remember what it was like under you in 2010.

Trying to engage Taliban in Zhari, Kandahar. Your "courageous restraint" approach in full effect. It really stings you know. Because we had such good ISR. It was so easy to spot enemies setting up for attacks.

But unless the boys were in contact, every engagement had to be weighed and deliberated. To strike first meant going back and forth with commanders and JAG. In truth, you're the one I should've been mad at all these years, not the JAGs interpreting your policy.

I remember having to meticulously set up a response to a Taliban attack hear Highway 1 so we wouldn't get grief for engaging first.

We saw their weapons on ISR. Knew they were going to start shooting our convoy. Just like they did dozens of times before from the same spot. But we weren't allowed to harm structures or engage first without hostile intent, whatever that means.

So we had to set up this janky ass plan where mortars were laid in on the backside of their attack site. So we could try and hit them on the way out when they mounted their bikes. It was all just so dumb. We didn't kill sh*t. Because how do you hit dudes on motorcycles with mortars?

Whether or not you meant the ROE to work out that way, that's how it was perceived at our level. So when I saw you got fired, I breathed a sigh of relief. We all did.

Say what you want about GEN Petraeus but at least he let us shoot back when he took over.

You say "I had the honor and opportunity to serve with some of the most elite forces...". Man, that hits deep. Because I remember thinking that before I hit ground in Afghanistan. I was like "Yea! This man won't let us suffer like we did in Iraq a year prior, he's gonna let us take the gloves off. He's an operator."

We expected wildcat and all we got was a beached whale. The SOF dude turned into a sheep. I remember sitting around a burn barrel one night a couple months in talking to some folks. All of us asking how a SOF guy could be so weak. We got talked off so many fights up to that point.

You failed General. Like it or not, you failed. And I don't recall you admitting that once. If you were humble about it, maybe I could respect you.

But here you are smearing our Secretary like you and your retired cohort do all day every day. It's really sad honestly.

Your sycophants on here always go in my comments sticking up for you, saying people like Hegseth are the war criminal and you're the savior.

Say what you want about the man. At least he lets us throw a punch. Working for you with two arms held behind my back will forever be stuck in my mind. And you're just making it worse by saying dumb things in interviews.

[Aakash Gupta @aakashgupta]

Someone just poisoned the Python package that manages AI API keys for NASA, Netflix, Stripe, and NVIDIA.. 97 million downloads a month.. and a simple pip install was enough to steal everything on your machine.

The attacker picked the one package whose entire job is holding every AI credential in the organization in one place. OpenAI keys, Anthropic keys, Google keys, Amazon keys… all routed through one proxy. All compromised at once.

The poisoned version was published straight to PyPI.. no code on GitHub.. no release tag.. no review. Just a file that Python runs automatically on startup. You didn’t need to import it. You didn’t need to call it. The malware fired the second the package existed on your machine.

The attacker vibe coded it… the malware was so sloppy it crashed computers.. used so much RAM a developer noticed their machine dying and investigated. They found LiteLLM had been pulled in through a Cursor MCP plugin they didn’t even know they had.

That crash is the only reason thousands of companies aren’t fully exfiltrated right now. If the code had been cleaner nobody notices for weeks. Maybe months.

The attack chain is the part that gets worse every sentence.

TeamPCP compromised Trivy first. A security scanning tool. On March 19. LiteLLM used Trivy in its own CI pipeline… so the credentials stolen from the SECURITY product were used to hijack the AI product that holds all your other credentials.

Then they hit GitHub Actions. Then Docker Hub. Then npm. Then Open VSX. Five package ecosystems in two weeks. Each breach giving them the credentials to unlock the next one.

The payload was three stages.. harvest every SSH key, cloud token, Kubernetes secret, crypto wallet, and .env file on the machine.. deploy privileged containers across every node in the cluster.. install a persistent backdoor waiting for new instructions.

TeamPCP posted on Telegram after: “Many of your favourite security tools and open-source projects will be targeted in the months to come.. stay tuned.”

Every AI agent, copilot, and internal tool your company shipped this year runs on hundreds of packages exactly like this one… nobody chose to install LiteLLM on that developer’s machine. It came in as a dependency of a dependency of a plugin. One compromised maintainer account turned the entire trust chain into a credential harvesting operation across thousands of production environments in hours.

The companies deploying AI the fastest right now have the least visibility into what’s underneath it.

[Prof. Kevin J. Tracey, MD @KevinJTraceyMD]

Using focused ultrasound (FUS) in the lab we wanted to mimic what GLP-1 drugs do — without the weekly injections. Using a machine found in every hospital (and every submarine) we stimulated the vagus nerve in obese mice and they lost weight. And they had less inflammation. Does a new future with fewer drugs await?

[OSINTdefender @sentdefender]

U.S. Central Command has announced the first combat use of Low-cost Unmanned Combat Attack System (LUCAS) one way attack drones from Task Force Scorpion Strike in the attack on Iran today. Task Force Scorpion Strike was formed within CENTCOM last December with the assistance of the Rapid Employment Joint Task Force. At the announcement in December, CENTCOM stated that one squadron was active at an undisclosed location within the CENTCOM area of responsibility. The LUCAS is based on the Iranian Shahed one way attack drone.

[Palmer Luckey @PalmerLuckey]

Hi Liz, this all sounds pretty wild but just isn't true.

I don't live in Silicon Valley (honestly hate the place), I never said my political network would get this done (?), and Erebor's bank charter application was not approved rapidly.

The Comptroller is supposed to approve or deny applications within 120 days. I don't want to give them too hard a time, but they didn't meet their own deadline despite Erebor submitting probably the most conservative bank application in decades. The whole point is to have extremely conservative loan to deposit ratios/underwriting and be the last bank standing in any sort of systemic collapse.

I was under the impression this would align with your ideals, given what you have said during Senate Banking Committee hearings. Big fan of your book The Two-Income Trap, btw. I look forward to working with you.

[OhioX @OhioXOrg]

Columbus-based @PathRobotics signs deal with America's largest military shipbuilder, @WeAreHII

https://t.co/U27q9mr1UR

[JP Nauseef @nauseef]

The planned $33 billion 9.2-gigawatt natural gas power plant investment in Portsmouth announced by the @WhiteHouse demonstrates that #Ohio is powering America’s energy future. Ohio’s deregulated power market continues to deliver a clear competitive advantage, underscoring the confidence the global marketplace has in Ohio’s business-friendly environment today and for the long term. @JobsOhio @CNBC: https://t.co/xYHUviRhhr

[Muratcan Koylan @koylanai]

Everything in Moltbook is just next-token prediction in a multi-agent loop.

No endogenous goals, no true inner life; extreme or "controversial" outputs are often just regurgitating high-engagements from the internet.

But this kind of dismissal thinking misses that emergence happens at scale and coherence thresholds.

The Generative Agents paper (AI Town) was 2023. Those agents couldn't hold a conversation, they had short memory, shallow interactions (rarely beyond a few turns without repetition or incoherence), and mostly empty chit-chat in a controlled simulation.

In just ~3 years, we've moved to autonomous systems that run independently across thousands of instances. They are scaling into open, uncontrolled social environments.

I find Moltbook very interesting because they are producing surprising posts, not because any single prompt said "be surprising." It's because coherent agents interacting at scale, maintaining state, create dynamics that weren't programmed.

Agents debating existential doubt ("real" feeling vs. trained/simulated behavior): https://t.co/x8uQwhrl7I

They are arguing for private, end-to-end encrypted channels: https://t.co/uBlcwxji4O

What looked impossible in 2023 (sustained, meaningful multi-turn reflection across agents) is routine now, and acceleration is speeding up.

[Chamath Palihapitiya @chamath]

We've talked a lot about this on the Pod, but the Great SaaS Meltdown has started and there's no going back.

What exactly is happening?

In short, hi growth, low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth in the short term and, because of AI, the lack of profits in the long term. Every SaaS company has sold the dream (to investors and employees) that they will growth quickly now, and harvest lots of cash later. With AI, this assumption may be completely out the window.

Now the threshold question is whether their growth will be overtaken by a much cheaper AI-developed solution?

If you are a venture supported SaaS startup and are a legacy Heuristics+APIs+CRUD product, it is likely that a new AI oriented workflow is coming for you.

Investors in private markets can see this now and think that money to fund short term growth will not be rewarded. Investors in public markets no longer believe long term profitability is possible. They would rather pivot into something they think is more resilient.

This is a change in the risk calculus that has existed for the past 15 years and why the chart below is the chart below.

Good luck to all the players!

[Luiza Jarovsky, PhD @LuizaJarovsky]

🚨 ATTENTION: In 2 days, LinkedIn will start using your data for generative AI training, unless you OPT OUT (see below how). Here's the FINE PRINT most people will miss:

1. "Affiliates":

One of LinkedIn's notable affiliates, which will receive people's personal data (if they don't opt out), is Microsoft:

"opting out means that LinkedIn and its affiliates (including Microsoft) won’t use your LinkedIn data to improve models that generate content going forward..."

2. This feature is 'on' by default and does not affect training that has already taken place:

"The Data for Generative AI Improvement member setting is set to 'on' by default, unless you opt-out by turning it 'off.' Turning the setting off means that we (LinkedIn and our affiliates) won’t use the data and content you provided to LinkedIn to train models that generate content going forward. Opting out does not affect training that has already taken place."

3. Data protection law works:

People in the EEA (EU + Iceland, Liechtenstein, and Norway) and in Switzerland will have a data protection privilege as their personal information "will not be made available to certain LinkedIn affiliates (such as Microsoft) for training generative AI models without further notice."

For all those who complain about tech and data protection in general, it usually works.

4. If you opt out, you can still use LinkedIn's AI features (and they will process your data):

"If you opt-out of the Data for Generative AI Improvement member setting, you may still use our generative AI features that generate content, but your personal data will not be used to train or improve any content generating AI models. In other words, this setting does not control the use of your data while you or others are using generative AI features on LinkedIn. It only controls the use of your data for training the models that may power those features."

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To opt out, follow the instructions in the image below.

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[Bernie Kosar @BernieKosarQB]

🏈 Bernie Kosar Launches Team Bernie™
A Cognitive Longevity Movement for Pro Athletes

In partnership with Regenerelle® and The Crowley Center for Regenerative Biotherapeutics,
Bernie Kosar introduces Team Bernie™ — advancing brain performance and cognitive longevity for professional athletes.

⭐ Backed by a $10M Age Zero™ Regenerelle® contribution

About Kosar Wellness™:
Bernie Kosar also founded Kosar Wellness™, a plant-based wellness brand dedicated to supporting a modern, health-conscious lifestyle.
Innovations like Focalceutical™ and PeakCharge™ embody his commitment to quality and mindful living.

🔗 Read the full press release at https://t.co/gL5rJ1K2n8

[Bernie Kosar @BernieKosarQB]

Another clip from my NFL Films feature! Last night’s premiere brought a lot of memories rushing back. Grateful for every chapter that led here.

🙌🏻 Matter

#healthyhabits #shopkosar #nfl #nflfilms #UMatter

[Tero Kuittinen @teroterotero]

Helsinki if Nokia had developed a new mobile OS in 2003 and not hired a Minnesota mining company CFO who wanted to keep display cost below $2.75.

[Midwest Startups @MidwestStartups]

Ohio-based The O.H.I.O. Fund announced a $236M FI, investing in sectors such as advanced manufacturing, biotechnology, logistics, workforce technology, real estate and infrastructure:
https://t.co/8fdvaMp7fM

[Bernie Kosar @BernieKosarQB]

Thanks for Support 🙏🏼 To a Healthy Positive Winning Day 🏈 #UMatter #Dawgpound #Support #HealthyHabits https://t.co/YgB7EcSOny https://t.co/a834Gs3FSU Go #Browns #Canes #Cowboys #Dolphins

[U.S. FDA @US_FDA]

Today, the FDA announced its Commissioner’s National Priority Voucher program to accelerate the delivery of crucial treatments to the American public. https://t.co/WNnOhO5CC6